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HomeMy WebLinkAbout05 01/05/99 - 12/09/03January 5,1999
RESOLUTIONS
BOOK 5
-A-
ALARM PERMIT, FEES 99-1
ALARM, DIRECT POLICE MONITORING, BILL 2167 LEGISLATURE 99-7
APPRAISAL ROLL, DALLAS CENTRAL APPRAISAL DISTRICT 99-12
ARREST WARRANT OR CAPIAS FOR COURT COST, FEE 99-13
AIRLINE-DUBLIN CONNECTION STREET 00-6
ADDISON, DART BOARD APPOINTEE, RAY NOAH 00-9
APPRAISAL ROLL 2000, DALLAS CENTRAL APPRAISAL DISTRICT 00-11
ALLEY BETWEEN EMERSON AND UNIVERSITY, EMERGENCY REPAIR
SANITARY SEWER MAIN, 4400-4500 BLOCKS 00-16
AGREEMENT, INTERLOCAL, NORTH TEXAS AREA DEMANDSTAR
USERS GROUP 01-6
APPRAISAL ROLL 2001, DALLAS CENTRAL APPRAISAL DISTRICT 01-10
AGREEMENT, ELECTRIC SUPPLY, WINNING BIDDER ELECTRIC LOAD,
CITIES AGGREGATION POWER PROJECT, INC (CAPP), AUTHORIZING
CITY MANAGER TO SIGN 01-12
ARBOR NEWSLETTER, POLICY GUIDELINES FOR USE OF CITY
INFORMATION MEDIA 02-05
AGREEMENT, INTERLOCAL COOPERATION, WITH DALLAS COUNTY
TO QUALIFY FOR URBAN COUNTY CDBG PROGRAM 02-10
APPRAISAL ROLL 2002 OF DALLAS CENTRAL APPRAISAL DISTRICT,
ADOPTION 02-11
AUTHORIZATION FOR CITY MANAGER OR DESIGNEE TO SIGN
ELECTRIC SUPPLY AGREEMENT 02-12
AGREEMENT FOR LAW ENFORCEMENT MUTUAL AID TASK FORCE 02-14
AGREEMENT FOR INTER JURISDICTIONAL PURSUIT POLICY 02-14
ATHENS, TWO-WAY STREET 03-03
01/05/99
05/04/99
08/18/99
09/07/99
03/07/00
06/21/00
08/01/00
10/18/00
05/01/01
08/07/01
09/18/01
04/02/02
07/02/02
08/21/02
08/21/02
09/05/02
09/05/02
01/07/03
-B-
BANK OF AMERICA NT & SA, PURCHASING CARDS 99-5
BD OF ADJUSTMENT, APP WILLIAM HITZELBERGER/JIM JONES 99-4
BROOKS/OLDCASTLE 00-2
BOARD OF DIRECTORS, DART, APPOINTMENT OF RAY NOAH 00-9
BUILDING PERMIT, RESIDENTIAL GARBAGE COLLECTION FEES 00-15
BREATH ALCOHOL TECHNICAL SUPERVISOR SERVICE CONTRACT,
POLICE DEPARTMENT 01-7
BOARD OF DIRECTORS, DALLAS CENTRAL APPPRAISAL DISTRICT,
NOMINATION OF OLIN B. LANE, JR. 01-14
BOARD OF DIRECTORS, DALLAS CENTRAL APPRAISAL DISTRICT,
VOTE CAST FOR OLIN B. LANE, JR. 01-15
BOARD OF DIRECTORS, DART 02-09
02/17/99
02/02/99
02/01/00
06/21/00
10/03/00
05/01/01
10/17/01
11/06/01
06/19/02
-C-
CARDS, PURCHASING, BANK OF AMERICA NT & SA 99-05
CDBG PROGRAM, URBAN COUNTY HOUS1NG 99-09
CENTRAL APPRAISAL DISTRICT, DALLAS, 2000 APPRAISAL ROLL 00-11
CONSTRUCTION SITES, RESIDENTIAL, GARBAGE COLLECTION
FEE 00-15
CONTRACT FOR EMERGENCY REPAIR, SANITARY SEWER MAIN,
4400-4500 BLOCKS ALLEY BETWEEN EMERSON & UNIVERSITY 00-16
CRIMINAL JUSTICE DIVISION, OFFICE OF GOVERNOR, JUVENILE
ACCOUNTABILITY INCENTIVE BLOCK GRANT (JAIBG) 00-17
CITIES AGGREGATION POWER PROJECT, INC. 01-02
CUES EQUIPMENT, PAN & TILT COLOR/SEWER CAMERA 01-04
COOPERATIVE PURCHASING PROGRAM, NORTH TEXAS AREA
DEMANDSTAR USERS GROUP, INTERLOCAL AGREEMENT 01-06
CONTRACT, BREATH ALCOHOL TECHNICAL SUPERVISOR, POLICE
DEPARTMENT 01-07
CITIES AGGREGATION POWER PROJECT, INC. (CAPP), ELECTRIC
SUPPLY AGREEMENT, WINNING BIDDER ELECTRIC LOAD,
AUTHORIZING CITY MANAGER TO SIGN 01-12
CANDIDATE OLIN B. LANE, JR., BOARD OF DIRECTORS, DALLAS
CENTRAL APPRAISAL DISTRIC 01-14
CITY INFORMATION MEDIA, POLICY GUIDELINES 02-05
CANVASS MUNICIPAL ELECTION RETURNS FOR MAY 4, 2002 02-06
CONTRACT FOR PREPARATION OF AN EMERGENCY MANAGEMENT
PLAN EVALUATION 02-08
CANDIDATE, DART BOARD OF DIRECTORS 02-09
CDBG (URBAN COUNTY COMMUNITY DEVELOPMENT BLOCK
GRANT) PROGRAM WITH DALLAS COUNTY 02-10
CONSUMPTION OF ELECTRICITY BY CITY, SENATE BILL 5 02-16
CONTRACT FOR PURCHASE OF LIFEPAK 12
DEFIBRILLATOR/MONITOR, RELATED EQUIPMENT 02-17
CITY INFORMATION MEDIA, INTERNET WEB SITE 02-18
CITIES AGGREGATION POWER PROJECT, INC. (CAPP), ENDORSEMENT
OF LEGISLATIVE CHANGES TO SENATE BILL 7 03-05
CONSTRUCTION FEES, UTILITY SERVICE, MASTER FEE SCHEDULE 03-10
02/17/99
06/23/99
08/01/00
1 O/O3/0O
10/18/OO
12/12/00
02/21/01
03/06/01
05/01/01
05/01/01
09/18/01
10/17/01
04/02/02
05/07/02
05/15/02
06/19/02
07/02/02
10/01/02
10/01/02
11/05/02
02/04/03
07/16/03
I /Docs/Resolttfions/RES #5,1){)C ~3 07/i6/03 i 1:2i~ AM
-D-
DALLAS CENTRAL APPRAISAL DISTRICT, APPRAISAL ROLL
DCAD, UP's VOTE FOR MEMBER BOARD OF DIRECTORS, POTEET
DALLAS COUNTY, JUVENILE ACCOUNTABILITY INCENTIVE
BLOCK GRANT
DART, APPOINTMENT, RAY NOAH, BOARD OF DIRECTORS
DALLAS CENTRAL APPRAISAL DISTRICT, 2000 APPRAISAL ROLL
DRAINAGE FEE, AMENDING RESOLUTION 00-1
DALLAS COUNTY, JUVENILE ACCOUNTABILITY INCENTIVE
BLOCK GRANT
DEMANDSTAR USERS GROUP, NORTH TEXAS, INTERLOCAL
AGREEMENT
DALLAS COUNTY, BREATH ALCOHOL TECHNICAL SUPERVISOR
SERVICE CONTRACT, POLICE DEPARTMENT
DALLAS CENTRAL APPRAISAL DISTRICT, APPRAISAL ROLL 2001
DALLAS CENTRAL APPRAISAL DISTRICT, NOMINATION, OLIN B.
LANE, JR., MEMBER BOARD OF DIRECTORS
DALLAS CENTRAL APPRAISAL DISTRICT, BOARD OF DIRECTORS,
CASTING VOTE FOR CANDIDATE OLIN B. LANE, JR
DALLAS COUNTY JUVENILE INFORMATION SYSTEM (JIS)
DECLARATION OF RESULTS OF MUNICIPAL ELECTION MAY 4, 2002
DALLAS AREA RAPID TRANSIT (DART) BOARD OF DIRECTORS
DALLAS COUNTY AGREEMENT TO QUALIFY FOR URBAN COUNTY
CDBG PROGRAM
DALLAS CENTRAL APPRAISAL DISTRICT, 2002 APPRAISAL ROLL
ADOPTION
DEFIBRILLATOR/MONITOR & RELATED EQUIPMENT, LIFEPAK 12,
CONTRACT TO PURCHASE
DART, ONE-CENT SALES TAX
DOUGLAS EAST TO WESTCHESTER, 4200 BLOCK GRASSMERE,
TWO-WAY TO ONE-WAY STREET
99-12
9-15
00-07
0-09
0-11
00-14
00-17
01-06
01-07
01-10
01-14
01-15
02-01
02-06
02-09
02-10
02-11
02-17
02-19
03-04
08/18/99
11/17/99
03/23/00
06/21/00
08/01/00
09/05/00
12/12/00
05/01/01
05/01/01
08/07/01
10/17/01
11/06/01
01/23/02
05/07/02
06/19/02
07/02/02
08/21/02
10/01/02
11/19/02
02/04/03
-E-
ELECTRICAL EQUIPMENT VAULTS 00-02
ELECTION, MUNICIPAL, MAY 6, 2000 00-03
ELECTION, JOINT AGREEMENT WITH PC MUD 00-05
EMERGENCY REPAIR, SANITARY SEWER MAIN, 4400 & 4500
BLOCKS, ALLEY BETWEEN EMERSON AND UNIVERSITY 00-16
ELECTRICITY, CITIES AGGREGATION POWER PROJECT, INC. 01-02
ELECTRIC SUPPLY AGREEMENT, WINNING BIDDER ELECTRIC LOAD,
CITIES AGGREGATION POWER PROJECT, INC (CAPP), AUTHORIZING
CITY MANAGER TO SIGN 01-12
ELECTION, MAY 4, 2002, MAYOR, 4 COUNCILMEMBERS 02-02
ELECTION RESULTS MAY 4, 2002, MAYOR, 4 COUNCILMEMBERS 02-06
EMERGENCY MANAGEMENT PLAN EVALUATION 02-08
ELECTRIC SUPPLY AGREEMENT AUTHORIZING SIGNATURE OF
CITY MANAGER OR DESIGNEE 02-12
ELECTRICITY CONSUMPTION BY CITY, SENATE BILL 5 02-16
EXEMPTION FROM COMPETITIVE BIDDING, LIFEPAK 12
DEFIBRILLATOR/MONITOR & RELATED EQUIPMENT, CONTRACT 02-17
ELECTRONIC SEALED BIDDING PROCEDURE (E-PROCUREMENT
SERVICES) 03-01
02/01/00
02/01/00
02/16/00
10/18/00
02/21/01
09/18/01
02/05/02
05/07/02
05/15/02
08/21/02
10/01/02
10/01/02
01/07/03
-F-
FEE, ALARM PERMITS
FEE, ARREST WARRANT OR CAPIAS FOR COURT COST
FEE, MASTER FEE RESOLUTION
FEDERAL APPROPRIATIONS ACT FOR 1998
FEES, 9-1-1 LEGISLATION, TEXAS MUNICIPAL LEAGUE
FEES, GARBAGE COLLECTION, RESIDENTIAL CONSTRUCTION
SITES
FEDERAL APPROPRIATIONS ACT FOR 1998, JUVENILE
ACCOUNTABILITY INCENTIVE BLOCK GRANT (JAIBG)
FIRE DEPARTMENT, LIFEPAK 12 DEFIBRILLATOR/MONITOR,
RELATED EQUIPMENT
FIRE DEPARTMENT, MANNING STANDARDS
FLIR PROGRAM, POLICE DEPARTMENT
FEE SCHEDULE, MASTER
FIRE DEPARTMENT, CONTRACT TO PURCHASE LIFEPAK 12
DEFIBRILLATOR/MONITOR & RELATED EQUIPMENT
FEE SCHEDULE, MASTER
FEE SCHEDULE, MASTER, UTILITY SERVICE CONSTRUCTION FEES
99-1
99-13
00-1
00-7
00-10
00-15
00-17
01-3
01-5
02-03
02-15
02-17
03 -08
03-10
01/05/99
09/07/99
01/04/00
03/23/00
07/19/00
10/03/00
12/12/00
02/21/01
03/06/01
02/05/02
09/16/02
10/01/O2
05/21/03
07/16/03
l i/DocsiResoluiio:.~s/RES #5,D()C 6 07/16/03 Il ;2ti AM
-G-
GAS, LONE STAR, STEER COMMITTEE, PROTEST TARRIF
GENERAL SERVICES COMMISSION COOPERATIVE PURCHASING
GARBAGE COLLECTION FEE, RESIDENTIAL CONSTRUCTION SITES
GUIDELINES AND POLICIES FOR INSCRIPTIONS IN PUBLIC PARKS
GAS RATE SCHEDULES OF TXU GAS DISTRIBUTION
GUIDELINES FOR USE OF CITY INFORMATION MEDIA
GAS UTILITIES INTERVENTION, DOCKET 9292
GRASSMERE, 4200 BLOCK EASTBOUND, TWO-WAY TO ONE-WAY
STREET
99-8
99-10
00-15
01-8
02-04
02-05
02-07
03-05
05/19/99
07/06/99
10/03/00
07/03/01
04/02/02
04/02/02
05/15/02
02/04/03
-H-
HEALTH BENEFIT PLAN, PRICEWATERHOUSE COOPERS 99-11
HITZELBERGER, WILLIAM, BOARD OF ADJUSTMENT APPOINTED 99-4
HIGHLAND PARK, TOWN OF, DART BOARD APPOINTEE 00-9
HOMES, NEW CONSTRUCTION OR MAJOR REMODELS, RESIDENTIAL
GARBAGE COLLECTION FEES 00-15
HIGHLAND PARK, UNIVERSITY PARK ONE LEGISLATIVE DISTRICT 00-9
HIGHLAND PARK ISD EDUCATION FOUNDATION 01-16
HEALTH PERMIT, TEMPORARY, MASTER FEE SCHEDULE 03-08
07/21/99
02/02/99
06/21/00
10/03/00
07/03/01
12/11/01
05/21/03
-I-
INVESTMENT POLICY, AMEND RESOLUTION NO. 89-6 99-3
INVESTMENT POLICY, AMEND RESOLUTION NO. 99-3 00-12
INTERLOCAL AGREEMENT, NORTH TEXAS AREA DEMANDSTAR
USERS GROUP 01-6
INSCRIPTIONS IN PUBLIC PARKS, GUIDELINES AND POLICIES 01-8
INVESTMENT POLICY 01-13
INFORMATION MEDIA, CITY, POLICY GUIDELINES 02-05
INTERVENTION IN GAS UTILITIES, DOCKET 9292 02-07
INVESTMENT POLICY, AMEND RESOLUTION NO. 01-13 02-13
INTER JURISDICTIONAL PURSUIT POLICY AGREEMENT WITH OTHER
CITIES 02-14
INTERNET WEB SITE, CITY INFORMATION MEDIA 02-18
INNOVATION GROUP NATIONAL PURCHASING ALLIANCE FOR 03-01
E-PROCUREMENT SERVICES
INVESTMENT POLICY AMENDMENT 03-06
INVESTMENT OF CITY FUNDS, TEXSTAR PARTICIPATION 03-07
IMPOUNDED ANIMALS, MASTER FEE SCHEDULE 03-08
01/20/99
08/23/00
05/01/01
07/03/01
09/18/01
04/02/02
05/15/02
09/05/02
O9/O5/O2
11/05/02
01/07/03
03/04/03
03/04/03
05/21/03
JONES, JIM, BOARD OF ADJUSTMENT APPOINTED
JUVENILE ACCOUNTABILITY INCENTIVE BLOCK GRANT
JUVENILE ACCOUNTABILITY INCENTIVE BLOCK GRANT
JUVENILE CRIME ENFORCEMENT COALITION
JUVENILE ACCOUNTABILITY INCENTIVE BLOCK GRANT
(JAIBG) POLICE DEPARTMENT
JUDGES, ELECTION MAY 4, 2002
JUVENILE ACCOUNTABILITY INCENTIVE BLOCK GRANT
(JAIBG)
99-4
00-7
00-17
00-17
02-01
02-02
03 -02
02/02/99
03/23/00
12/12/00
12/12/00
01/23/02
02/05/02
01/0703
L
LONE STAR GAS, MODIFY TARIFF, STEER1NG COMMITTEE 99-8
LOVERS LANE, UNDERGROUNDING OF AERIAL UTILITIES 00-2
LEGISLATION, 9-1-1, TEXAS MUNICIPAL LEAGUE 00-10
LEGISLATION, PHOTOGRAPHIC RED LIGHT ENFORCEMENT 00-13
LIFEPAK 12 DEFIBRILLATOR/MONITOR, RELATED EQUIPMENT 01-3
LEGISLATIVE DISTRICT, HIGHLAND AND UNIVERSITY PARKS
ONE DISTRICT 01-9
LEGISLATIVE REDISTRICTING BOARD, HIGHLAND PARK,
UNIVERSITY PARK, ONE DISTRICT 01-9
LANE, OLIN B., JR., NOMINATION, DALLAS CENTRAL APPRAISAL
DISTRICT BOARD OF DIRECTORS 01-14
LANE, OLIN B., JR., VOTE CAST FOR BOARD OF DIRECTORS,
DALLAS CENTRAL APPRAISAL DISTRICT 01-15
LOCAL LAW ENFORCEMENT BLOCK GRANT (LLEBG), POLICE
DEPARTMENT 02-02
LAW ENFORCEMENT MUTUAL AID TASK FORCE AGREEMENT WITH
OTHER CITIES 02-14
LIFEPAK 12 DEFIBRILLATOR/MONITOR, RELATED EQUIPMENT,
CONTRACT TO PURCHASE 02-17
LEGISLATIVE CHANGES TO SENATE BILL 7, ENDORSEMENT, (CAPP)
CITIES AGGREGATION POWER PROJECT, INC. 03-05
05/19/99
02/01/00
07/19/00
08/23/00
02/21/01
07/03/01
07/03/01
10/17/01
11/06/01
02/05/02
09/05/02
10/01/02
02/04/03
-M-
MEDICAL, PARAMEDIC ASSIST TO INVALIDS, NUM OF CALLS
MASTER FEE RESOLUTION, RESOLUTION NO. 00-1, RESIDENTIAL
GARBAGE COLLECTION FEES
MASTER FEE SCHEDULE
MEMBERSHIP, CITIES AGGREGATION POWER PROJECT, INC.
MANNING STANDARDS, FIRE DEPARTMENT
MASTER FEE SCHEDULE
MUTUAL AID TASK FORCE AGREEMENT FOR LAW ENFORCEMENT
MASTER FEE SCHEDULE
MEDIA, CITY INFORMATION, INTERNET WEB SITE
MASTER FEE SCHEDULE
MASTER FEE SCHEDULE, UTILITY SERVICE CONSTRUCTION FEES
99-2
00-15
01-1
01-2
01-5
01-11
02-14
02-15
02-18
03 -08
03-10
01/20/99
10/03/00
01/02/01
02/21/01
03/06/01
09/04/01
09/05/02
09/16/02
11/05/02
05/21/03
07/16/03
-N-
NOAH, RAY, DART BOARD APPOINTEE
NORTH TEXAS AREA DEMANDSTAR USERS GROUP,
INTERLOCAL AGREEMENT
NOMINATION, OLIN B. LANE, JR., DALLAS CENTRAL APPRAISAL
DISTRICT BOARD OF DIRECTORS
NORTH YMCA PROPERTY
NOAH, RAYMOND D., CANDIDATE, DART BOARD OF DIRECTORS
00-9
01-6
01-14
01-16
02-09
06/21/00
05/01/01
1 O/17/01
12/11/01
06/19/02
P
PARAMEDICS FEE, INVALIDS MEDICAL SITUATION,
ONCE QUARTER 99-2
POTOMAC/DUBLIN INFRASTRUCTURE R-O-W, SMU MASTER PLAN 99-6
POLICE, DIRECT ALARM MONITORING, PROHIBIT LEGISLATURE 99-7
PURCHASING, GENERAL SERVICES COMMISSION COOPERATIVE 99-10
PRICEWATERHOUSE COOPERS, HEALTH BENEFIT PLAN 99-11
POTEET, DR. RALPH POTEET, DCAD BOARD OF DIRECTORS 99-15
PUBLIC UTILITY COMMISSION OF TEXAS (PUC),
TXU ELECTRIC TARIFFS 00-8
PROPERTY VALUE APPRAISED, 2000 APPRAISAL ROLL 00-11
PHOTOGRAPHIC RED LIGHT ENFORCEMENT 00-13
PROPERTY, RESIDENTIAL CONSTRUCTION SITE, GARBAGE
COLLECTION FEES 00-15
POLITICAL SUBDIVSION CORP, CITIES AGGREGATION POWER PROJ 01-2
PUBLIC WORKS, DIRECTOR AS REPRESENTATIVE, CITIES
AGGREGATION POWER PROJECT, INC. 01-2
PARAMEDICS, LIFE PAK 12 DEFIBRILLATOR/MONITOR 01-3
PHYSIO-CONTROL CORPORATION, LIFE PAK 12
DEFIBRILLATOR/MONITOR 01-3
PAN & TILT COLOR CAMERA, RELATED EQUIPMENT 01-4
PURCHASING PROGRAM, COOPERATIVE, NORTH TEXAS AREA
DEMANDSTAR USERS GROUP, INTERLOCAL AGREEMENT 01-6
POLICE DEPARTMENT, BREATH ALCOHOL TECHNICAL SUPERVISOR
SERVICE CONTRACT 01-7
PUBLIC PARKS, GUIDELINES AND POLICIES FOR INSCRIPTIONS 01-8
POLICY, INVESTMENT 01-13
POLICE DEPARTMENT, JUVENILE ACCOUNTABILITY INCENTIVE
BLOCK GRANT (JAIBG) 02-01
POLLING PLACE, ELECTION MAY 4, 2002 02-02
POLICE DEPARTMENT, LOCAL LAW ENFORCEMENT BLOCK GRANT
(LLEBG) 02-03
POLICY GUIDELINES FOR USE OF CITY INFORMATION MEDIA 02-05
PURSUIT POLICY AGREEMENT, INTER JURISDICTIONAL 02-14
PURCHASE OF LIFEPAK 12 DEFIBRILLATOR/MONITOR & RELATED
EQUIPMENT, CONTRACT 02-17
POLICY GUIDELINES INTERNET WEB SITE CITY INFORMATION MEDIA 02-18
POLICE DEPARTMENT JUVENILE ACCOUNTABILITY INCENTIVE
BLOCK GRANT (JAIBG) 03-02
01/20/99
05/04/99
05/04/99
07/06/99
07/21/99
11/17/99
05/17/00
08/01/00
08/23/00
1 O/03/00
02/21/01
02/21/01
02/21/01
02/21/01
03/06/01
05/01/01
05/01/01
O7/O3/O 1
09/18/01
01/23/02
02/05/02
02/05/02
04/02/02
09/05/02
10/01/02
11/05/02
01/07/03
- R -
RATE INCREASE, TXU LONE STAR GAS, SUSPEND 90 DAYS
RICHARDSON, DART BOARD APPOINTEE, RAY NOAH
RED LIGHT ENFORCEMENT, PHOTOGRAPHIC
RESIDENTIAL GARBAGE COLLECTION FEES, AMENDMENT
RESOLUTION 00-1, SECTION 1
REPRESENTATIVE, CITIES AGGREGATION POWER PROJECT, INC.
RATE SCHEDULE OF TXU GAS DISTRIBUTION
RETURNS FOR MUNICIPAL ELECTION MAY 4, 2002
RAILROAD COMMISSION, DOCKET 9292, INTERVENTION IN GAS
UTILITIES
RATE CHANGE, TXU GAS DISTRIBUTION'S REQUEST SUSPENDING
EFFECTIVE DATE
99-14
00-09
00-13
00-15
01-02
02-04
02-06
02-07
03 -09
09/15/99
06/21/00
08/23/00
10/03/00
02/21/01
04/02/02
05/07/02
05/15/02
06/18/03
-S-
SMU, INFRASTRUCTURE R-O-W POTOMAC/DUBLIN INTERSECTION 99-6
SMU, MASTER PLAN, INFRASTRUCTURE R-O-2 POTOMAC/DUBLIN 99-6
SMU, AIRLINE-DUBLIN CONNECTION STREET & UTILITIES 00-6
SANITATION, RESIDENTIAL GARBAGE COLLECTION FEES 00-15
SANITARY SEWER MAIN, EMERGENCY REPAIR, 4400-4500
BLOCKS ALLEY BETWEEN EMERSON AND UNIVERSITY 00-16
SEWER CAMERA 01-4
STM EQUIPMENT, INC., PAN & TILT COLOR CAMERA 01-4
SENATE DISTRICT, LEGISLATIVE REDISTRICTING BOARD KEEP
HIGHLAND AND UNIVERSITY PARKS IN ONE DISTRICT 01-9
SOUTH YMCA PROPERTY 01-16
SUSPEND SCHEDULES, PROPOSED RATE OF TXU GAS DISTRIBUTION 02-04
STEERING COMMITTEE, INTERVENTION IN GAS UTILITIES,
DOCKET 9292 02-07
SCHEDULE, MASTER FEE 02-15
SENATE BILL 5 REGARDING CITY'S ELECTRICITY CONSUMPTION 02-16
SALES TAX, ONE-CENT, DART 02-19
SUSPENDING EFFECTIVE DATE TXU GAS DISTRIBUTION'S
REQUESTED RATE CHANGES 03-09
SCHEDULE, MASTER FEE, UTILITY SERVICE CONSTRUCTION FEES 03-10
05/04/99
05/04/99
03/07/00
10/03/00
10/18/00
03/06/01
03/06/01
07/03/01
12/11/01
04/02/02
05/15/02
09/16/02
10/01/02
11/19/02
06/18/03
07/16/03
-T-
TXU LONE STAR GAS, SUSPEND RATE INCREASE FOR 90 DAYS 99-14
TXU ELECTRIC'S PROPOSED TARIFF REVISIONS 00-4
TXU ELECTRIC-DENY APPLICATION TO CLOSE, MODIFY
OR DELETE CERTAIN TARIFFS 00-8
TEXAS MUNICIPAL LEAGUE (TML) 9-1-1 LEGISLATION 00-10
TAX ROLL, 2000 APPRAISAL ROLL, DALLAS CENTRAL
APPRAISAL DISTRICT 00-11
TRAFFIC ENFORCEMENT, RED LIGHT ENFORCEMENT 00-13
TRASH COLLECTION FEE, RESIDENTIAL CONSTRUCTION SITES 00-15
TXU CITIES STEERING COMMITTEE, CITIES AGGREGATION
POWER PROJECT, INC. 01-2
TXU GAS DISTRIBUTION PROPOSED RATE SCHEDULES 02-04
TXU LONE STAR PIPELINE, INTERVENTION IN GAS UTILITIES,
DOCKET 9292 02-07
TASK FORCE AGREEMENT FOR LAW ENFORCEMENT MUTUAL AID 02-14
TAX, ONE-CENT SALES, DART 02-19
TWO-WAY STREET, ATHENS 03-03
TEXSTAR, AUTHORIZING APPLICATION FOR PARTICIPATION 03-07
TEMPORARY HEALTH PERMIT, MASTER FEE SCHEDULE 03-08
TXU GAS DISTRIBUTION'S REQUESTED RATE CHANGES, SUSPENDING
EFFECTIVE DATE 03-09
09/15/99
02/16/00
O5/17/OO
O7/19/00
08/01/00
08/23/00
1 O/O3/OO
02/21/01
04/02/02
05/15/02
09/05/02
11/19/02
01/07/03
03/04/03
05/21/03
06/18/03
{ iiDocsiResohttk)ns/RES ~ 5. DOC 2 0 {i6/18i03 2:37 PM
-U-
URBAN COUNTY CDBG PROGRAM, DALLAS COUNTY
UNDERGROUNDING OF AERIAL UTILITIES
UNIVERSITY AND EMERSON, ALLEY BETWEEN, 4400-4500 BLOCKS,
EMERGENCY REPAIR, SANITARY SEWER MAIN
UTILITY SERVICE CONSTRUCTION FEES, MASTER FEE SCHEDULE
99-9
00-2
00-16
03-10
6/23/99
2/1/00
10/18/00
07/16/03
-V-
VOTE CAST FOR OLIN B. LANE, JR. AS MEMBER, BOARD OF DIRECTORS,
DALLAS CENTRAL APPRAISAL DISTRICT
01-15
11/6/01
-W-
WATER BILL INSERTS, POLICY GUIDELINES FOR USE OF CITY
INFORMATION MEDIA
WESTCHESTERTO DOUGLAS, 4200 BLOCK GRASSMERE, TWO-WAY
TO ONE-WAY STREET
02-05
03 -04
04/02/02
02/04/03
-y-
YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN
DALLAS (YMCA)
01-16
12/11/01
RESOLUTION NO. 99- 1
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AMENDING RESOLUTION 98-14;
ESTABLISHING FEES FOR ALARM PERMITS; AND PROVIDING AN
EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1: That Resolution No. 98-14 of the City of University Park, Texas,
be, and the same is hereby, amended by amending Exhibit "A", Section IV, Subsection 8
to read as follows:
Bo
The City shall charge a fee of fifty dollars ($50.00) for an initial Alarm Permit
Fee. Each year thereafter, based on the anniversary of their original
application date, alarm permit holders shall pay a twelve dollar ($12.00)
renewal fee. This fee may be paid in whole or in twelve monthly installments
of one dollar ($1.00) each. Alarm permits are not transferable.
Each alarm permit holder subscribing to the City's basic digital-dialer Direct
Alarm Monitoring system shall pay a fee of three hundred dollars ($300.00)
per year. This fee includes the twelve dollar ($12.00) annual alarm permit
renewal fee and may be paid in whole or in twelve monthly installments of
twenty-five dollars ($25.00) each.
SECTION 2: This resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on
the Fifth day of January, 1999.
APPROVED:
MAYOR
CITY ATTORNEY
ATTEST:
CITY SECRETARY
RESOLUTION NO. 9 9-2
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, AMENDING RESOLUTION 98-14; ESTABLISHING FEES FOR
PARAMEDIC ASSISTANCE TO INVALIDS NOT INVOLVING A MEDICAL
SITUATION; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, in addition to emergency services, the Fire Department provides assistance
to citizens who are incapacitated and need assistance in physical movement in the absence of an
emergency or medical situation; and
WHEREAS, the costs associated with such service should be borne by the citizens
requesting it; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That Resolution No. 98-14 of the City of University Park, Texas, be, and
the same is hereby, amended by amending Exhibit "A", Section IV, Subsection 3 as follows:
"3. Ambulance (MICU) (Ch. 1, Sec. 1.1903)
(4) A fee will be charged to any incapacitated citizen needing assistance from a
paramedic in accomplishing physical movements, such as exiting and entering
automobiles or movement within a residence, if such assistance is not needed in
connection with an immediate medical condition and does not constitute an emergency in
the judgment of the senior paramedic at the scene. The first such call in a calendar
quarter, will be at no cost to the citizen. The second and subsequent calls in the same
calendar quarter for the same citizen will result in a fee being charged to the citizen in the
amount of $32.00 per call. During each such call, the senior paramedic present will
explain this section and advise the citizen whether or not a charge will be made for the
assistance call. This fee will be in addition to any other fee authorized by this section."
SECTION 2. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the
20th day of January ,1999.
23154
APPROVED AS TO FORM: ;----..,,
City Attorney
(RLD/sgb 1 - 13-99)
APPROVED:/<~~
Mayor
ATTEST:
City Secretary
23154
RESOLUTION NO. 9 9 - 3
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AMENDING THE INVESTMENT POLICY
OF THE CITY OF UNIVERSITY PARK HERETOFORE ADOPTED BY
RESOLUTION NO. 89-6 AND SUBSEQUENTLY AMENDED; AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Public Funds Investment Act, as amended, requires the City to adopt an
investment policy by rule, order, ordinance or resolution, and to review such policy not less than
annually; and
WHEREAS, the Public Funds Investment Act, as amended, requires the Treasurer, the
Chief Financial Officer, and the Investment Officers of the City to attend investment training;
and
WHEREAS, the City of University Park approves of the investment training courses
sponsored by the Texas Municipal League and other independent sources; and
WHEREAS, the Treasurer, the Chief Financial Officer, and the Investment Officers of
the City have attended investment training courses as required by the Public Funds Investment
Act; and
WHEREAS, the attached investment policy and incorporated revisions comply with the
Public Funds Investment Act, as amended, and authorize the investment of City funds in safe and
prudent investments; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City of University Park has complied with the
requirements of the Public Funds Investment Act, and the Investment Policy, as amended,
attached hereto as Exhibit "A" is hereby adopted as the Investment Policy of the City of
University Park, effective January 20, 1999.
SECTION 2. This Resolution shall take effect from and after its passage, and it is
accordingly so resolved.
15386
DULY PASSED AND APPROVED by the City Council of the City of University Park,
Texas, on the 20th day of January, 1999.
APPROVED AS TO FORM:
City Attorney
(RLD/sgb 1/14/99)
APPROyED:
Mayor
ATTEST:
City Secretary
15386
EXHIBIT A
CITY OF UNIVERSITY PARK, TEXAS
INVESTMENT POLICY
JANUARY20, 1999
INTRODUCTION
A. Goal
B. Scope
C. Amendments and Adoption
II.
RESPONSIBILITY
A. Purpose
B. Responsibility and Designation
C. Bonding requirements/Standard of Care
D. Investment officer training/education
III. STATUTORY GUIDELINES--PUBLIC FUNDS INVESTMENT ACT
(Chapter 2256, Texas Govemment Code)
IV.
INVESTMENT STRATEGIES
A. Maturity and liquidity
B. Benchmark rate of return
AUTHORIZED DEPOSITORIES, DEALERS, AND INVESTMENTS
A. Eligible depositories
B. Eligible securities dealers
C. Eligible investments
1. PFIA investments
2. Delivery versus payment
3. Repurchase agreements
4. Certificates of deposit collateral
5. Investment pools
VI. ALLOCATION OF ASSETS
VII. HIGHEST YIELD REQUIREMENT
VIII. BIDDING REQUIREMENTS
IX. POOLING OF ASSETS
X. STANDARD OF ETHICS
XI.
REPORTING
A. Quarterly reports
B. Pricing methods
XII. AUDITING
XIII. ADOPTING CLAUSE
4
4
4
4
5
5
5
5
6
6
6
6
7
7
7
7
8
8
8
U."qDOCS~INVESIX, IP-CO VER. DOC
City of University Park, Texas
Investment Policy -- 01/20/99
CITY OF UNIVERSITY PARK, TEXAS
'INVESTMENT POLICY
January 20, 1999
I. INTRODUCTION
Ae
Goal
The goal of the City of University Park Investment Policy shall be to ensure the safety of
all funds entrusted to the City; to maintain the availability of those funds for the payment
of all necessary obligations of the City; and to provide for the investment of all funds, not
immediately required, in interest-bearing securities. The safety of the principal invested
shall always be the primary concern.
Scope
This Investment Policy of the City of University Park shall include all investment
activities of any fund of the City, except for the Firemen's Relief and Retirement Fund,
which is covered by a separate policy. City funds will be pooled for investment purposes.
Ce
Amendments and Adoption
This Policy may be amended from time to time as the City Council may so desire, or as
State law may require. This Policy, which includes strategies for each fund or pooled fund
group, shall be adopted by resolution, rule, or ordinance by the City Council and shall be
reviewed annually by the City Council. The fact that the investment policy has been
reviewed and that any amendments have been made must be recorded by resolution, rule,
or ordinance.
II. RESPONSIBILITY
Ae
Purpose
The purpose of this section is to establish Investment Officers for the City of University
Park and define the authority of the Investment Officers.
Be
Responsibility and Designation
Responsibility and authority for investment transactions reside with the Investment
Officers. The Investment Officers are fully authorized to buy and sell investments,
including investments in City Council-approved public funds investment pools, in
accordance with the goals and objectives of the City's investment strategy. Current
authorized Investment Officers are: 1. Finance Director
2. Accounting Manager
U:kDOCS'dNVESTX, INVST199. DOC
City of University Park, Texas
Investment Policy -- 01/20/99
3. City Manager
Ce
Bonding requirements/Standard of care
Each of the above-authorized positions designated to serve as Investment Officer shall be
a bonded employee. All participants in the investment Process shall act responsibly as
custodians of the public trust and shall exercise the judgment and care, under prevailing
circumstances, that a prudent person would exercise in the management of the person's
own affairs.
De
Investment officer training/education
Investment Officers shall attend at least ten hours of investment training within a two-
year period and may receive training from any independent source approved by the
governing body. Training provided by an independent source recognized by the State of
Texas, such as the Texas Municipal League, or a reputable financial institution complies
with this requirement.
III.
STATUTORY GUIDELINES -- PUBLIC FUNDS INVESTMENT ACT
(Chapter 2256, Texas Government Code)
This legislation, first adopted by the Texas Legislature in 1987 and subsequently amended,
defines the legal investment options of Texas municipalities and includes a provision
requiring a written investment policy. Specific allowable investment types are listed in the
PFIA; the City shall not invest in any investments not specifically allowed by the Act. Under
terms of this legislation, legal investment options include:
1. obligations of the United States or its agencies and instrumentalities;
2. direct obligations of the State of Texas or its agencies;
3. other obligations, the principal and interest of which are unconditionally guaranteed or
insured by the State of Texas or the United States;
obligations of states, agencies, counties, cities, and other political subdivisions of any
state having been rated as to investment quality by a nationally recognized investment
rating firm and having received a rating of not less than "A" or its equivalent;
5. certificates of deposit issued by a state or national bank, savings bank, or state or federal
credit union domiciled in this state that are: a) guaranteed or insured by the Federal
Deposit Insurance Corporation, or its successor, or b) secured by obligations that are
described by subdivisions 1-4 of this subsection, and that have a market value of not less
than the principal amount of the certificates;
UADOC3XINVEST~INVST199. DOC
2
City of University Park, Texas
Investment Policy -- 01/20/99
o
o
fully collateralized direct repurchase agreements having a defined termination date,
secured by obligations described by subdivision 1 of this subsection, pledged to the City,
held in the City's name and deposited at the time the investment is made with the City or
with a third party selected and approved by the City, and placed through a primary
government securities dealer, as defined by the Federal Reserve, or a financial institution
doing business in this state; and,
eligible investment pools if the City Council, by rule, order, ordinance, or resolution, as
appropriate, authorizes investment in the particular pool. The City Council has approved
the Texas Local Government Investment Pool ("TexPool"), administered by the Texas
State Comptroller; the LoCal Government Investment Cooperative ("LOGIC"),
administered by Southwest Securities Group, Inc.; and the Lone Star Investment Pool
("Lone Star"), administered by the Texas Association of School Boards. Eligible
investment pools must meet the legal requirements of the PFIA.
mutual funds that meet the following requirements:
(a) A no-load money market mutual fund must:
(1) be registered with and regulated by the Securities and Exchange Commission;
(2) provide the investing entity with a prospectus and other information required
by the Securities Exchange Act of 1934 (15 U.S.C. Section 78a et seq.) or the
Investment Company Act of 1940 (15 U.S.C. Section 80a-1 et seq.);
(3) have a dollar-weighted average stated maturity of 90 days or fewer; and
(4) include in its investment objectives the maintenance of a stable net asset value
of $1 for each share.
(b) A no-load mutual fund must:
(1) be registered with the Securities and Exchange Commission;
(2) have an average weighted maturity of less than two years;
(3) be invested exclusively in obligations approved by PFIA Subchapter A,
Authorized Investments for Governmental Entities;
(4) be continuously rated as to investment quality by at least one nationally
recognized investment rating firm of not less than AAA or its equivalent; and
(5) conform to the requirements set forth in PFIA Sections 2256.016(b) and (c)
relating to the eligibility of investment pools to receive and invest funds of
investing entities.
(c) The City may only invest in mutual funds comprised of investments permitted by this
Investment Policy.
Note: The PFIA also permits a city to invest in banker's acceptances, commercial paper,
and collateralized mortgage obligations, but these instruments are specifically excluded
from the City investment policy.
UADOCS~INVEST~INVST199. DOC
City of University Park, Texas
Investment Policy -- 01/20/99
IV. INVESTMENT STRATEGIES
Ae
Maturity and liquidity
The investments purchased under the provisions of this Investment Policy shall be
managed to maintain liquidity for meeting the City's needs for cash and to limit potential
market risks in periods of rising interest rates which depress the market value of
securities. As a general guideline, maturity of securities should not exceed more than two
years for cash management purposes, with the optimum weighed average maturity of less
than one year. Investments in securities of a longer maturity than two years are
considered prudent for funds maintained for capital construction and debt service funds,
if necessary to meet projected disbursement schedules.
Be
Benchmark rate of return
As a general guideline, the City of University Park cash management portfolio shall be
designed with the objective of regularly meeting the average return on three-month U. S.
Treasury Bills, or the average rate of 90-day Certificates of Deposit. These indices are
considered benchmarks for risk-free investment transactions and therefore comprise a
standard for the portfolio's rate of return. Additional benchmarks may be developed and
used as a comparative performance measure for the portfolio.
The investment program shall seek to augment rates of return above this threshold,
consistent with legal restrictions and prudent investment principles. In a diversified
portfolio, measured losses are inevitable and must be considered within the context of the
overall portfolio. The objective in investment of construction funds is at least to match
inflation increases in construction costs.
V. AUTHORIZED DEPOSITORIES, DEALERS, AND INVESTMENTS
Ae
Eligible depositories
All state and national banks located in the State of Texas, which are insured by the
Federal Deposit Insurance Corporation (FDIC). The financial condition of the bank shall
be considered prior to establishing any accounts with that bank. The City shall subscribe
to a bank rating service to obtain timely information. The Finance Advisory Committee
shall review the bids submitted by depository candidates and make a recommendation to
the City Council for final approval.
B. Eligible securities dealers
1. Securities dealers and banks which are the approved and designated dealers of the
Federal Reserve Bank of New York, i.e., "Primary Dealers."
UADOCSXlNVESTxlNVST199. DOC
4
City of University Park, Texas
Investment Policy -- 01/20/99
Securities dealers and banks which are not designated as "Primary Dealers" but are
approved individually by the City of University Park City Council. The governing
body, upon recommendation by the designated investment committee (the Finance
Advisory Committee) of the City, shall at least annually, review, revise, and adopt a
list of qualified brokers that are authorized to engage in investment transactions with
the City. Any vendor with whom the City conducts investment transactions,
including brokers, pools, funds, and banks, must receive and review the City's Policy
and provide a certificate with acceptable language that the policy will be followed.
The current Depository Bank is approved as an eligible securities dealer for the City's
investments, as are the following broker-dealers:
a. First Tennessee Bank, N.A. - Capital Markets
3. Investment activity in repurchase agreements must be secured by a fully-executed
master repurchase agreement on file with the City.
C. Eligible investments
PFIA investments
Investments authorized by the Public Funds Investment Act and listed in Section III of
this Policy ("Statutory Guidelines").
e
Delivery versus payment
All securities shall be purchased on a delivery-versus-payment basis through a third-
party safekeeping account, or the security shall be held in the name of the City or held
on behalf of the City. The tmstee's records shall assure the notation of the City's
ownership of or explicit claim on the securities. The City shall authorize the release
of its funds only after it has received notification from the trustee that a purchased
Security has been received in the City's trustee account. This notification may be oral,
but shall be followed up in writing with the original safekeeping receipt within
twenty-four hours.
ge
Repurchase agreements collateral
Repurchase agreement collateral shall be perfected and delivered to an unaffiliated
third-party safekeeping account. Repurchase agreements shall be collateralized at a
minimum of 102 percent of the purchase price of the repurchase agreement and
marked-to-market on a weekly basis. Collateral provided must be those securities
otherwise authorized by state statutes for outright purchases. Collateral may be
substituted only with the oral authorization of an Investment Officer, followed by
written confirmations within twenty-four hours. The City considers repurchase
agreements to be simultaneous purchases and sales of securities as outlined in the
U ADOCS~INVEST~INVSTI 99. DOC
City of University Park, Texas
Investment Policy -- 01/20/99
Master Repurchase Agreement and not as collateralized loans. However, the
underlying securities may be referred to as "Collateral."
o
Certificates of deposit collateral
All time certificates of deposit or savings account deposits must be insured to the
level of $100,000 through the FDIC. Investment in eligible pooled Certificate of
Deposit programs (PAC's) is authorized under this section. All deposits in excess of
$100,000 shall be collateralized by those securities otherwise authorized by state
statutes for outright purchases, and deposited into an unaffiliated third-party
safekeeping institution with collateral held in the City's name. All deposits will be
collateralized at a minimum of 102 percent of the purchase price and marked-to-
market on a monthly basis. Collateral may be substituted only with the oral
authorization of an Investment Officer, followed by written confirmations within
twenty-four hours. The City shall take all prudent and necessary steps to assure the
solvency of the financial institution and the adequacy of collateral for deposits in
excess of $100,000, with interest rates sufficient to warrant investment.
Investment pools
Investment pools which meet the eligibility requirements of the Public Funds
Investment Act and which the Council has specifically approved for City investments.
VI. ALLOCATION OF ASSETS
Diversification of investments as to investment type and term to maturity serves to reduce both
market risk and interest rate uncertainty. Asset allocation shall be as follows:
Max.
1. U.S. Government Treasury Securities 95%
2. U.S. Government Agency Securities 80%
3. Repurchase Agreements 20%
4. Bank Certificates of Deposit 90%
5. Local government investment pools 80%
6. Mutual funds 25%
VII. HIGHEST YIELD REQUIREMENT
The City's funds shall be invested in instruments or accounts that yield the highest possible rate
of return while providing the desired maturity schedule, level of liquidity, and necessary
protection of principal as required by these policies and State law. All investments shall be made
in accordance with the City's contract for banking service or with approved broker-dealers.
UADOCS'xlNVEST~INVST199. DOC
City of University Park, Texas
Investment Policy -- 01/20/99
VIII. BIDDING REQUIREMENTS
As prescribed by State statutes, the City shall solicit bids prior to the purchase of any investment
instrument. In situations where the price of a security will not differ among eligible broker-
dealers, the competitive bidding requirement may be waived. It is the Investment Officers'
responsibility to determine prudent maturity and liquidity, and to assess the potential for market
gains or losses caused by fluctuating interest rates during the term of the investment.
IX. POOLING OF ASSETS
To maximize the effective investment of assets, all funds needed for general obligations may be
pooled into one account for investment purposes. The income derived from this account will be
distributed to the various funds based on their average balances on a periodic basis. Proceeds of
bond issues shall not be pooled with other assets of the City, but shall be maintained in the fund
issuing the bonds with interest earnings on these invested proceeds recorded directly to that fund.
X. STANDARD OF ETHICS
Officers and employees involved in the investment process shall refrain from personal business
activity that could conflict with proper execution of the investment function, or which could
impair their ability to make impartial investment decisions. Employees and Investment Officers
shall disclose to the City Manager and governing body any material financial interests in
financial institutions that conduct business with the City of University Park and shall further
disclose any large personal financial or investment positions that could be related to the
performance of the City's portfolio. Employees and Investment Officers shall subordinate their
personal investment transactions to those of this jurisdiction, particularly with regard to the
timing of purchases and sales.
XI. REPORTING
Quarterly reports
Not less than quarterly, the Investment Officers shall prepare and submit to the City
Council a written report outlining the City's investment transactions for the preceding
reporting period and describing the investment position of the City as of the date of the
report. The report will be signed by each Investment Officer and will comply with Public
Funds Investment Act requirements for reporting beginning and ending book and market
values and maturity dates of securities. In addition, the report will state the compliance of
the investment portfolio with the City's investment policies and state law. The quarterly
UADOCS',INVESIXlNVST199. DOC
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City of University Park, Texas
Investment Policy -- 01/20/99
report must also contain a summary statement, prepared in compliance with generally
accepted accounting principles for each fund group, and include fully accrued interest for
the reporting period. Special reports, in addition to the required quarterly report, will be
provided at the request of the City Council or the Finance Committee.
Be
Pricing methods
The City shall obtain market prices for securities in its portfolio from reputable and
independent sources, including: financial publications, such as the Wall Street Journal;
established financial institutions providing portfolio management/accounting services,
such as NationsBank or First Tennessee; or established investment pricing services, such
as Tracs or Evare.
XII. AUDITING
State and local laws require an annual audit of the financial records of the City. That audit will
include a review of all investment activity for the year to review compliance with these
investment procedures. Included in the audit review will also be a review of internal controls
regarding investment of City funds and appropriate investment documentation. Annual audit
procedures will also include verification of collateral held by the City for both bank deposits in
excess of FDIC insurance and repurchase agreement transactions. As required by the PFIA, an
independent auditor must formally review the quarterly investment reports that are prepared to
comply with the PFIA. This review should be performed annually and the results reported to the
governing body.
XIII. ADOPTING CLAUSE
This Investment Policy for the City of University Park, Texas, is hereb/adlpted as of the ~t
Mayor~ _
Dir ct~of Fi'nan'c~-
ATTEST:
City Secretary
UADOCSXlNVES1XlNVST199. DOC
RESOLUTION NO. 0 9- 4
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, AMENDING RESOLUTION NO. 98-15 TO APPOINT WILLIAM
HITZELBERGER, III AND JIM JONES AS ALTERNATE MEMBERS OF THE
BOARD OF ADJUSTMENT.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, THAT:
Resolution No. 98-15 is hereby amended to appoint William Hitzelberger, III and
Jim Jones as alternate members of the Board of Adjustment. The appointment term shall
be coterminous with the term of the City Council or until a successor is named.
PASSED AND APPROVED this 2nd day of February, 1999.
MAYOR
ATTEST:
CITY SECRETARY
U:\docs~resolu\boa.doc
1/27/99
RESOLUTION NO. 9 9- 5
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, APPROVING AN AGREEMENT BETWEEN THE
CITY OF UNIVERSITY PARK AND BANK OF AMERICA NT & SA FOR USE
OF PURCHASING CARDS; AUTHORIZING EXECUTION OF THE
AGREEMENT BY THE CITY MANAGER; APPROVING A LIST OF
PURCHASING CARD HOLDERS, TRANSACTION LIMITS AND MONTHLY
LIMITS AND AUTHORIZING THE CITY MANAGER TO IMPLEMENT THE
USE OF PURCHASING CARDS; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, in order to streamline and improve control over the purchasing
process of the City, it is necessary to authorize the use of purchasing cards for limited,
small amounts; and
WHEREAS, Bank of America NT & SA has proposed an agreement for the
issuance of purchasing cards to certain selected City employees which will facilitate
small purchases and reduce labor and paperwork; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. That the Agreement between the City of University Park and Bank
of America NT & SA For Purchasing Cards, attached hereto as Exhibit "A" and made part
hereof for all purposes, be, and the same is hereby, approved and the City Manager is
hereby authorized to execute such Agreement on behalf of the City.
SECTION 2. That a list of potential purchasing card holders, by position and
name, is attached hereto as Exhibit "B" and made a part hereof for all purposes. That the
City Manager be, and he is hereby, authorized and directed to select a pilot group of
names from such list to begin the purchasing card program. When the City Manager has
determined that the program is operating smoothly, he is further authorized and directed to
issue the remaining cards under such administrative directives as he may determine.
23890
SECTION 3. This resolution shall take effect immediately from and after
its passage, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on
the 17th day of February, 1999.
APPROVED:
Mayor
~~,PROVED AS,T'.~~, FO ·
City Attorney
(RLD/sgb 2-12-99)
ATTEST:
City Secretary
23890
EXHIBIT "A"
AGREEMENT BETWEEN CITY OF UNIVERSITY PARK, TEXAS
("Local Government Entity") and BANK OF AMERICA NT&SA
FOR PURCHASING CARDS
Local Govemmem Entity is authorized under RESOLUTION NO. 91-15 to utilize the cooperative purchasing
program of Texas to participate in the Bank of America NT&SA Purchasing Card Contract 303-946-A1 between
Bank of America NT&SA and the General Services Commission.
In consideration of the mutual covenants and agreements, the parties hereto agree to the following:
The documents constituting this Agreement are the RFP #303-7-946-A1, the Response from Bank of America
dated November 4, 1996, Bank of America's Best and Final Offer dated April 24, 1997, State of Texas Standard
Terms and Conditions and the Bank of America Standard Contract (the "Contract Documents").
In the event of a conflict, the language in the Contract Documents shall control in the following order of
preference:
1.
2.
3.
4.
5.
State of Texas Standard Terms and Conditions
Bank of America's Best and Final Offer, dated April 24, 1997
Response from Bank of America, dated November 4, 1996
Request for Proposal 303-946-A1
The Bank of America Standard Contract with Schedule of Fees and the Terms of Payment
Additional Representations and Warranties of Public Agencies
Because Local Government Entity is a city, county, school district, community college district, state agency or
other public agency or corporation, it makes these additional representations and warranties, which are hereby
added to the Contract Documents:
1. All Local Government Entity Charges shall be for Local Government Entity purposes.
2. The rights and obligations of Local Government Entity under this Agreement are duly
authorized, Legal and valid, and this Agreement is a binding obligation of the Local Government
Entity, enforceable against Local Government Entity in accordance with its terms, except as
enforcement may be limited by bankruptcy, insolvency and other laws affecting the enforcement
of creditors rights and remedies in general, or by the application of equitable principles if
equitable remedies are sought.
3. Execution of this Agreemem by Local Government Entity and performance by Local Govemmem
Entity of its obligations under this Agreement will not (i) constitute or result in a breach or
default under Local Government Entity's charter or any contract to which Local Government
Entity is a party or by which it is bound, or (ii) result in the violation of any applicable law,
regulation, ordinance, judgment, decree or order.
4. All approvals and authorizations required to permit the execution, delivery, performance and
consummation by Local Government Entity of this Agreement and transaction contemplated
under this Agreement have been obtained, including any necessary approvals and authorizations
from other governmental agencies.
5. Any Local Government Entity Charges by Local Government Entity under this Agreement: (i)
are duly authorized and constitute valid and binding obligations of Local Government Entity,
enforceable against Local Government Entity, (ii) shall not cause Local Government Entity to
exceed any legal limits applicable to the Local Government Entity Charges when made, and (iii)
constitute the legal expenditures of Local government Entity.
EXHIBIT "A"
Prior to the Effective Date of this Agreement, Local Government Entity shall deliver to Bank the opinion of its
counsel (or other counsel acceptable to the Bank) as to the matters set forth in Paragraphs 1-5 above, which
opinion shall be in form and substance acceptable to Bank.
Executed by duly authorized officers of the parties to be effective as of FEBRUARY 17, 1999 (the "Effective
Date").
CITY OF UNIVERSITY PARK, TEXAS
Local Government Entity
Print N~ob Livingston
T~e City Manager
Date Signed February 17, 1999
BANK OF AMERICA NT&SA
By
Print Name
Title
Date Signed
By
Print Name
Title
Date Signed
Purchasing Card Holders EXHIBIT "B"
2.
3.
4.
5.
6.
7.
8.
9.
10.
11
12
13
14
15
16
17
18
19
20
21
22.
23.
POSITION
City Manager
Police/Fire Chief
Finance Director
Human Resources Director
Parks Director
Assistant Fire Chief
City Engineer
Police Captain (Administrative)
Police Captain (Operations)
Building & Zoning Administrator
Manager of Information Services
Utilities Superintendent
Sanitation Superintendent
Management Systems Coordinator
Fleet Manager
Civil Engineer
Street/Traffic Superintendent
Purchasing Agent
Parks Superintendent
Warehouse Supervisor
Warehouse Assistant
Traffic Supervisor
Utilities Supervisor
TRANSACTION MONTHLY
NAME LIMIT LIMIT
Bob Livingston No Limit
Bob Dixon No Limit
Kent Austin No Limit
Luanne Hartford No Limit
Thom Hartford No Limit
David Ledbetter $ 500.00
Bob Whaling $ 500.00
Leon Holman $ 500.00
Mike Brock $ 500.00
Wade McLaurin $ 500.00
Jim Criswell $ 500.00
Robert Rogers $ 500.00
Kenneth Chance $ 500.00
Fred Carroll $ 500.00
Jim Gau $ 500.00
Sallie Mullins $ 500.00
Glenn Smith $ 500.00
Christine Green $ 500.00
Tammy Watson $ 500.00
Jim Dawson $ 500.00
Mike Kus $ 500.00
Dave Rogers $ 500.00
Lalo Garcia $ 500.00
No Limit
No Limit
No Limit
No Limit
No Limit
$ 5,000.00
$ 5,000.00
$ 5,000.00
$ 5,00O.00
$ 5,000.00
$ 5,000.00
$ 5,000.00
$ 5,000.00
$ 5,00O.00
$ 5,000.00
$ 5,000.00
$ 5,000.00
$ 5,000.00
$ 5,000.00
$ 5,00O.00
$ 5,000.00
$ 5,00O.00
$ 5,000.00
RESOLUTION NO. 9 9-6
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AUTHORIZING SOUTHERN METHODIST
UNIVERSITY TO UNDERTAKE CONSTRUCTION OF STORM SEWER
INFRASTRUCTURE IMPROVEMENTS IN STREET RIGHT-OF-WAY AT AND
NEAR THE INTERSECTION OF POTOMAC AVENUE AND DUBLIN STREET;
REQUIRING REVIEW AND APPROVAL OF THE PLANS AND
SPECIFICATIONS FOR THE INFRASTRUCTURE IMPROVEMENTS BY THE
CITY ENGINEER; REQUIRING THE INSPECTION, APPROVAL, AND
ACCEPTANCE BY THE DIRECTOR OF PUBLIC WORKS OF THE
INFRASTRUCTURE IMPROVEMENTS IN ACCORDANCE WITH THE CODES
AND ORDINANCES OF THE CITY; REQUIRING THE FURNISHING OF
APPROPRIATE PERFORMANCE, PAYMENT AND MAINTENANCE BONDS;
REQUIRING A COMPLETION DATE NOT TO EXCEED SIXTY DAYS FROM
THE NOTICE TO PROCEED; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City of University Park and Southern Methodist University
have heretofore entered into a series of development agreements to accommodate
implementation of the SMU Master Plan and construction of Gerald J. Ford Stadium and
the Meadows Museum on the campus; and
WHEREAS, improvements to the storm sewer infrastructure along Potomac,
from Airline to North Central Expressway, and along Dublin, from Potomac to
Mockingbird, is required as a part of the implementation of that plan; and
WHEREAS, the City Council of the City of University Park wishes to grant
permission to the University to complete such improvements in City right-of-way; NOW,
THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. That the City of University Park hereby grants consent to Southern
Methodist University to construct storm sewer improvements in City right-of-way along
Potomac, from Airline to North Central Expressway, and along Dublin, from Potomac to
Mockingbird, in the City, subject to the terms and conditions of this resolution.
25589
SECTION 2. That the plans and specifications for the infrastructure
improvements shall be reviewed and approved by the City Engineer prior to the
commencement of any construction.
SECTION 3. That the Director of Public Works shall provide for the inspection,
approval, and acceptance by the City of the storm sewer infrastructure improvements
described herein in accordance with all of the codes and ordinances and standard
specifications of the City of University Park.
SECTION 4. That the University shall secure the appropriate performance,
payment and maintenance bonds in favor of the City of University Park from the
contractor it selects to perform the construction work. That the form of such bonds will
be presented to the City Attorney for review and approval.
SECTION 5. That the construction of the infrastructure improvements shall be
completed within sixty days from the notice to proceed being given to the contractor by
the University. Upon completion of the construction and inspection, approval and
acceptance by the Director of Public Works, the storm sewer infrastructure improvements
shall become a part of the City's storm sewer system.
SECTION 6. This resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on
the 4th day of May, 1999.
APPROVED:
Mayor
25589
~OV. ED AS TO
City Attorney
(RLD/sgb 4-26-99)
ATTEST:
City Secretary
25589
RESOLUTION NO. 99-7
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, OPPOSING LEGISLATION SUCH
AS THAT CONTAINED IN HOUSE BILL 2167 CURRENTLY
PENDING BEFORE THE TEXAS SENATE THAT WOULD
PROHIBIT MUNICIPALITIES FROM MONITORING BURGLAR
AND FIRE ALARMS FOR RESIDENCES AND COMMERCIAL
BUSINESSES.
WHEREAS, the City of University Park, at the request of several hundred of its citizens,
recently began offering direct alarm monitoring for residences; and
WHEREAS, the City of University Park has provided direct alarm monitoring for several
businesses for a number of years; and
WHEREAS, the City of University Park has recently invested considerable money in the
equipment and training to develop a state of the art monitoring system; and
WHEREAS, any law that prohibits citizens from choosing their own alarm monitoring
provider would cause them considerable expense by forcing them to convert to another
provider; and
WHEREAS, the 76th Legislature of the State of Texas is now considering a bill that
would prohibit the City from continuing to operate its alarm monitoring program;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF UNIVERSITY PARK, TEXAS, THAT:
SECTION 1. The City of University Park opposes the recent amendment to
House Bill 2617, which prohibits political subdivisions from offering alarm system sales,
service, installation, or monitoring unless it is for property owned by the political
subdivision or the monitoring is part of an ongoing criminal investigation.
SECTION 2. The City of University Park opposes the adoption or passage of any
legislation which would prohibit political subdivisions from offering sales, service,
installation or monitoring of residential or business alarms.
SECTION 3. This resolution shall be effective immediately upon its adoption.
Copies will be furnished to the members of the Senate Criminal Justice Committee and
Representative Kenn George as well as any other persons having consideration over this
matter.
PASSED AND APPROVED this 4th day of May, 1999.
MAYOR
ATTEST:
CITY SECRETARY
RESOLUTION NO. 99- 8
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS AUTHORIZING INTERVENTION BEFORE
THE RAH.ROAD COMMISSION IN LONE STAR GAS-TRANSMISSION
APPLICATION TO MODIFY ITS TARIFF FOR CITY GATE SERVICE;
AUTHORIZING PARTICIPATION IN A STEERING COMMrITEE OF
CITIES THAT WILL DIRECT THE EFFORTS OF CITIES BEFORE
AGENCIES AND COURTS; RATIFYING THE SELECTION OF BUTLER,
PORTER, GAY & DAY AS COUNSEL TO THE STEERING COMMITTEE;
REQUIRING REIMBURSEMENT BY LONE STAR OF CITIES'
REASONABLE COSTS; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS on or about February 25, 1999 Lone Star Gas-Transmission (LSG-T)
filed an application (GUD Docket No. 8935) with the Railroad Commission of Texas to
add a correcting mechanism to LSG-T Rate for city gate service (Schedule No. 56) to
correct potential over-recoveries and under-recoveries attributable to Lone Star Gas
Company's cycle billing; and
WHEREAS the LSG-T application could alter bills to residential and commercial
customers within the City of University Park and could possibly impact customers within
the City of University Park differently than customers within other cities and could create
other inequities within each class of customers; and
WHEREAS the City of Univesity Park wishes to join with other cities in an
evaluation of the application and in participation in administrative and court proceedings
involving this matter.
NOW THEREFORE BE IT RESOLVED by the City Council of the City of
University Park, Texas:
SECTION 1.
8935 and participate
application.
The City of University Park will intervene in GUD Docket No.
in administrative and court proceedings involving LSG-T's
SECTION 2. The City of University Park desires to participate in a Steering
Committee of other cities served by Lone Star Gas Company, and the Steering
Committee's selection of Butler, Porter, Gay & Day is ratified. The Steering Committee
is authorized to direct the efforts of lawyers and consultants hired by the Steering
Committee.
SECTION 3. Costs incurred by the City of University Park for its participation in
this ratemaking proceeding shall be reimbursed by Lone Star Gas-Transmission or one of
its affiliates.
PASSED AND APPROVED this the 19th day of May, 1999.
A'I'TEST:
APPROVED
Mayor Harold Peek
City Secretary Bobbie Sharp
RESOLUTION NO. 9 9- 9
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, SETTING OUT AN AGREEMENT BETWEEN THE CITY AND
DALLAS COUNTY FOR THE COUNTY TO QUALIFY FOR THE URBAN COUNTY
CDBG PROGRAM; STATING THE UNDERSTANDINGS AND AGREEMENTS OF
THE PARTIES; AUTHORIZING THE MAYOR TO SIGN DUPLICATE ORIGINALS
OF THIS RESOLUTION AS A COOPERATIVE AGREEMENT WITH THE COUNTY
UNDER CHAPTER 771 OF THE GOVERNMENT CODE; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the 93rd Session of the Congress passed, and the President of the United
States signed into law, the Housing and Community Development Act of 1974 (PL93-383)
which created the Urban County Community Development Block Grant (CDBG) program; and
WHEREAS, Dallas County, Texas, is applying to the U. S. Department of Housing and
Urban Development for Urban County CDBG entitlement status; and
WHEREAS, in order to qualify for this status, Dallas County must enter into cooperative
agreements with local governments and have the collective population of the County's
unincorporated area and the participating local governments total at least 100,000 people; and
WHEREAS, Texas cities and counties are authorized under Chapter 373, Local
Government Code, and Section 381.003, Local Government Code, to conduct essential Housing
and Community Development activities; and
WHEREAS, Texas cities and counties are authorized under Chapter 771, Government
Code, to enter into cooperative agreements with one another; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. The City of University Park supports the efforts of Dallas County,
Texas to qualify for the Urban County CDBG program and asks that its population be included in
such a program for Federal Fiscal Years 2000, 2001, and 2002.
SECTION 2. This agreement covers both the CDBG Entitlement program and,
where applicable, the HOME Investment Parmership program.
SECTION 3. This agreement remains in effect until the CDBG (and HOME,
where applicable) funds and income received with respect to the three-year qualification period
(and any successive qualification periods under agreements that provide for automatic renewals)
1100
are expended and the funded activities completed, and that the County and City may not
terminate or withdraw from the agreement while the agreement remains in effect.
SECTION 4. The City of University Park understands that it:
May not apply for grants under the Small Cities or State CDBG
Program from appropriations for fiscal years during the period in
which it is participating in the Urban County CDBG program; and
May not participate in an HOME consortium except through the
Urban County, regardless of whether the Urban County receives a
HOME formula allocation.
SECTION 5. Agreements of Parties.
A. Dallas County and the City of University Park agree to cooperate to
undertake, or assist in undertaking community renewal and lower income
housing activities, specifically urban renewal and publicly assisted housing;
B. Dallas County and the City of University Park shall take all actions
necessary to assure compliance with the Urban County's certification required
by Section 104(b) of Title I of the Housing and Community Development Act
of 1974, as amended, including Title VI of the Civil Rights Act of 1964,
Section 109 Title I of the Housing and Community Development Act of 1974,
and Title VIII of the Civil Rights Act of 1968;
C. Dallas County and the City of University Park understand that Urban
County funding will not be provided for activities in or in support of a
cooperating local government that does not affirmatively further fair housing
within its own jurisdiction or that impedes the County's actions to comply with
its fair housing certifications;
D. The City of University Park understands, that in accordance with 24 CFR
570-501 (b) and 570.503, it shall be subject to the same administrative
requirements as a sub-recipient should it receive funding under this program;
E. The City of University Park agrees to inform Dallas County of any income
generated by the expenditure of CDBG/HOME funds received, and that any
such program income must be paid to the County to be used for eligible
activities in accordance with all HOME/Community Development Block Grant
requirements;
F. Dallas County is responsible for monitoring and reporting to the U. S.
Department of Housing and Urban Development on the use of any such
1100
program income, and that in the event of close-out or change in status of the
City of University Park, any program income that is on hand or received
subsequent to the close-out or change in status shall be paid the County;
G. The City of University Park agrees to notify Dallas County of any
modification or change in the use of the real property from that planned at the
time of acquisition or improvement, including disposition, and further agrees to
reimburse the County in an amount equal to the current fair market value (less
any portion thereof attributable to expenditure of non-CDBG/HOME funds) for
property acquired or improved with CDBG/HOME funds that is sold or
transferred for a use which does not qualify under the CDBG/HOME
regulations;
H. Any money generated from the disposition or transfer of property will be
treated as program income and returned to the County prior to, or subsequent
to, the close-out, change of status, or termination of this cooperative agreement
between Dallas County and the City of University Park.
SECTION 6. The City of University Park has adopted and is enforcing:
A policy prohibiting the use of excessive force by law enforcement
agencies within its jurisdiction against any individuals engaged in
nonviolent civil rights demonstrations; and
Bo
A policy of enforcing applicable State and local laws against
physically barfing entrance to or exit from a facility or location
which is the subject of such non-violent civil rights demonstrations
within jurisdictions.
SECTION 7.
A.
The City of University Park understands that Dallas County will
have final responsibility for administering the'CDBG/HOME
program, selecting CDBG/HOME projects and filing annual grant
requests; and
Bo
The Mayor of University Park, Texas, is authorized to sign any
additional forms, on behalf of the City of University Park, that the
U. S. Department of Housing and Urban Development may
require.
SECTION 8. That the Mayor of the City of University Park be, and he is
hereby, authorized to execute duplicate originals of this Resolution so that when such duplicate
originals are also executed by the appropriate officials of Dallas County, this Resolution will be
1100
and become the cooperative agreement between the parties described herein and authorized by
Chapter 771 of the Texas Government Code.
SECTION 9 This resolution shall take effect immediately from and after its passage, and
the agreements set out herein shall be effective as the cooperative agreement of the City of
University Park with Dallas County upon execution of duplicate originals hereof by the last of
the parties to do so, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the
dayof June ,1999.
For the City of University/C~k:
Harold Peek, Mayor
For Dallas County, Texas:
Lee F. Jackson, County Judge
Bobbie Sharp, City Secretary
Date
, Commissioners Court Clerk
APPROVED AS TO FORM:
City Attorney
(RLD/6-2-99)
APPROVED AS TO FORM:
Assistant District Attorney
1100
RESOLUTION NO. 9 9- ~ o
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AUTHORIZING PURCHASING SERVICES
THROUGH THE GENERAL SERVICES COMMISSION COOPERATIVE
PURCHASING PROGRAM; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the General Services Commission of Texas is authorized to provide
purchasing services for local governments pursuant to Section 271.082 of the Local
Government Code; and
WHEREAS, the City is a local government authorized to participate in the
cooperative purchasing program of the Commission; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. That in accordance with the requirements of Section 113.85(a) of
the General Services Commission Administrative Rules, Christine LeBlanc Green,
Purchasing Agent, and Kent Austin, Finance Director, are appointed Agents of Record
for the City and are authorized to execute any and all documentation for the City of
University Park pertaining to its participation in the program.
SECTION2. That the City of University Park hereby acknowledges its
obligation to pay the participation fees established by the General Services Commission
for the program.
SECTION 3. That the City Council of the City of University Park hereby
requests that the General Services Commission approve the City for participation in the
General Services Commission Cooperative Purchasing Program.
SECTION 4. That this resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
26810
DULY PASSED by the City Council of the City of University Park, Texas, on
the 6th day of July, 1999.
APPROVED:
Mayor
ATTEST:
City Secretary
~..ROVED AS TOp,FO~v~
City Attorney
(RLD/sgb 6-22-99)
Christine LeBlanc Green, Agent of Record
26810
RESOLUTION NO. 9 9 - 11
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OE
UNIVERSITY PARK, TEXAS, APPROVING A LETTER OF UNDERSTANDING
FOR PROFESSIONAL SERVICES WITH PRICEWATERHOUSE COOPERS;
AUTHORIZING THE CITY MANAGER TO EXECUTE THE LETTER OF
UNDERSTANDING ON BEHALF OF THE CITY; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, PricewaterhouseCoopers, L.L.P. proposes to assist the City in
review, analysis and potential request for proposal process for health and welfare
programs; and
WHEREAS, such services constitute professional services as defined by Section
252.022 of the Local Government Code and the Professional Services Procurement Act;
NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. The City Council finds and determines that the above premises are
true and correct and that the consulting services to be performed by
PricewaterhouseCoopers under its proposal and letter of understanding constitute
professional services as defined by law, specifically including accounting services.
SECTION 2. That the letter of understanding attached hereto as Exhibit "A"
outlining the professional services to be performed by Pricewaterhouse Coopers for the
City of University Park be, and is hereby, approved.
SECTION 3. That the City Manager be, and he is hereby, authorized and
directed to execute the letter of understanding on behalf of the City so as to provide for
such consulting services, and the City Manager is further authorized and directed to do
and perform any other acts as may be necessary to carry out the project described in the
proposal for consulting services and letter of understanding.
27032
SECTION 4. This resolution shall take effect immediately upon its passage, and
it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on
the 21 day of July
,1999.
APPROVED~/_~
Mayor Harold Peek
City Attorney
(RLD/sgb 7-6-99)
ATTEST:
City Secretary
27032
EXHIBIT "A"
pRIC ATERHOUsECOOPERS
July 9, 1999
PricewaterhouseCoopers LI.P
2001 Ross Avenue, Suite 1800
Dallas TX 75201-2997
Telephone (214) 754 7900
Ms. Luanne Hanford
Director of Human Resources
City of University Park
3800 University Blvd.
University Park, TX 75205-1711
RE: Letter of Understanding for Consulting Services
Dear Ms. Hanford:
Thank you for engaging PricewaterhouseCoopers (PwC) to assist your organization with your
welfare benefit plan. We have developed this Letter of Understanding (LOU) to describe our
consulting service agreement with the City of University Park (CUP). This LOU describes the
scope of the project, period of performance, project team, professional fees, and data request.
Scope of the Project
The following services will be performed for CUP:
Phase 1
PwC will review the current plan documents for the following benefit programs currently
offered by the City to their employees:
· Medical
· Dental
· Basic Life Insurance
· Long-term Disability
PwC will review the costs for the programs currently offered by the City to the
employees. We will also review the vendor agreements for each of the programs.
PwC will provide a recommendation to the City based on the above analysis. This
recommendation could include any needed plan design changes and vendor/carrier
changes.
Ms. Luanne Hanford
July 9, 1999
Page 2
Phase 2
A Request for Proposal (RFP) will be developed by PwC and released to vendors for
programs in which the City approves a vendor/carrier change. An RFP will also be
developed by PwC for Flexible Spending Account administration. Each of the RFPs will
be provided to CUP for review prior to release to the vendors for input.
PwC will receive and analyze responses to the RFP. These responses will be provided to
the City along with our analysis and recommendations. The analysis will include our
scoring mechanism, which will be developed based on issues that are important to CUP.
PwC will also assist in negotiations in finalizing contracts with selected vendors and
ensuring implementation of the plans.
Period of Performance
The following timeline has been developed to aid us during the project and ensure effective dates
of coverage of 1/1/00.
Phase 1
Phase 2
Task
Data request provided to CUP
Receive needed data from CUP
Complete analysis of current plans
Presentation of findings to CUP
Complete RFP Draft
Release RFP Draft to CUP for review
Receive comments on Draft from CUP
Release RFP to vendors
Receive responses from vendors
Complete analysis of responses
Presentation of findings to CUP
Finalist Presentations/Site Visits
Selection of vendors
Implementation
Target
Completion
Date
6/22/99
7/13/99
7/20/99
7/20/99
7/29/99
7/29/99
8/3/99
8/6/99
8/31/99
9/21/99
9/21/99
9/27/99
10/1/99
1/1/00
Ms. Luanne Hanford
July 9, 1999
Page 3
Project Team
The team assigned to the CUP engagement blends experience from large complex private and
public sector organizations. Each of your team members will be committed to providing quality
service to you in a timely fashion.
Jerry Turner, Senior Consultant, will serve as lead consultant and will have overall responsibility
for this engagement. Deb Herod, Consultant; Lisa Cranfill, Associate Consultant; and Kristi
Bonnet, Administrative Assistant, will perform most of the tasks involved in this project.
Professional Fees
Our fee for professional services and is as follows:
Phase 1 (Review/Recommendations) $ 8,500
Phase 2 (RFP Process/Implementation) $ 26,500
Total $ 35,000
We will bill $8,500 upon acceptance of the engagement, $15,000 at the commencement of Phase
2, and $11,500 upon completion. Any services rendered in addition to the original project plan
will be billed as performed. Expenses will be billed monthly. Invoices for services rendered will
be due and payable upon receipt.
Data Request
In order to begin this project, PwC will require the following information from CUP no later than
July 13, 1999. All information should be provided for each of the following programs:
Medical
Dental
Basic Life Insurance
Long-term Disability
Current plan documents or employee booklets
Claims and membership data for the past 24 months
Ms. Luanne Hanford
July 9, 1999
Page 4
Employee census data, such as identifier, gender, age or date of birth, zip code of home
address, type of programs held, and family coverage status
Current vendor contracts including administration fees, premium costs, and funding
arrangements
5. Current employee contribution rates for each plan
Authorizing signature below indicates CUP agreement with this letter. PwC can begin work on
this project once we have received this signed agreement and the data requested herein. Please
contact Jerry Turner at 214/754-5090 or Deb Herod at 214/754-5285 if you have any further
questions. We look forward to working with you.
Sincerely,
PricewaterhouseCoopers LLP
H:\CL\CITYOF UP~LH070899DOC
Director of Human Resources
City of University Park
Date
JOINT RESOLUTION NO. 99-11-130
A JOINT RESOLUTION OF THE CITY OF UNIVERSITY PARK, TOWN OF
HIGHLAND PARK, AND THE DALLAS COUNTY PARK CITIES MUNICIPAL UTILITY
DISTRICT AMENDING THE 1991 WATER CONSERVATION AND DROUGHT CONTINGENCY
PLAN; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, THE 1991 CONSERVATION AND DROUGHT CONTINGENCY PLAN WAS
ADOPTED JOINTLY BY THE TOWN OF HIGHLAND PARK, THE CITY OF UNIVERSITY
PARK AND THE DALLAS COUNTY PARK CITIES MUNICIPAL UTILITY DISTRICT BY
RESOLUTION NUMBER 96-04-120 ON JUNE 4, 1996, AND;
WHEREAS, THE AMENDED PLAN WAS FILED AND ACCEPTED TO BE IN
COMPLIANCE BY THE TEXAS NATURAL RESOURCE CONSERVATION COMMISSION IN
1996, AND;
WHEREAS, WITH THE PASSAGE OF SENATE BILL 1, NEW REGULATIONS
REQUIRE THE PLAN TO BE AMENDED TO BE IN FULL COMPLIANCE;
BE IT RESOLVED BY THE CITY OF UNIVERSITY PARK, TOWN OF HIGHLAND
PARK, AND DALLAS COUNTY PARK CITIES MUNICIPAL UTILITY DISTRICT:
THAT THE PLAN BE AMENDED AS FOLLOWS TO MEET THE NEW REGULATIONS,
SECTION 1. This Resolution shall take effect immediately from and after its passage by the last
of the City of University Park, Town of Highland Park, or Dallas County Park Cities Municipal Utility
District to adopt the same by official action.
SECTION 2. The amended plan will be submitted to the Region C Water Planning Group of
North Texas and to the Executive Director of the TNRCC within 90 days of adoption by the governing
boards in accordance with Title 30 TAC Chapter 288.30 (4); Any future revisions to the plan will be
submitted to the Executive Director of TNRCC within 90 days of adoption by the Governing Boards.
SECTION 3. The plan will be reviewed and updated every 5 years or more frequently in
accordance with Title 30 TAC Chapter 288, Subchapter B.
SECTION 4. Written notification shall be given to the Town and City upon initiation and
termination of a drought response.
SECTION 5. The TNRCC shall be notified within 5 days of implementation of the drought
response which contains mandatory water restriction.
SECTION 6. Public involvement in formation and updating of the plan will continue and be
expanded to include open meetings with the public.
SECTION 7. During a drought response, water will be distributed Pro-Rata by the District to
its' customer cities in accordance with 11.039 of the Texas Water Code.
SECTION 8. Raw Water irrigation shall be curtailed before the first level of implementation
of a drought response. Treated water irrigators are restricted in the plan already.
A~ROVED
MAYOR
Date:] ~/.ff~ q ]
ATTEST:
CITY SECRETARY
Date:
DULY PASSED by the Town Council of the Town of Highland Park, Texas, on the 6, ~_9,
day of ,/'J~r~',n _~at" , 1999.
APPROVED:
M-~,OR- , -
Date:
ATTEST:
~OWN SECRETARY
Date:
DULY PASSED by the Board of Directors of the Dallas County Park Cities Municipal Utility
District on the /'/ day of ,~2~'.o ~ :,,~J'~ r-, 1999.
~.~PROVED:
~.~IDENT
~o~k~ST:
SECRETARY
Date:/~-? :-9 ~'
Date:
DIRECTORS
Don C. Mcllyar, President
Mark Connell, Vice-President
Jon B. White, Secretary
R.W.(BilI) Gribble, Jr., Director
Don Mann, Director
DALLAS COUNTY PARK CITIES
MUNICIPAL UTILITY DISTRICT
1811 REGAL ROW
PHO -214/652-8639 FAX -214/652-8643
DALLAS, TEXAS 75235-2398
ADMINISTRATION
Bill White, General Manager
Jerry Branom, Admin. Ass't.
Donna Prather, Acct / Sec.
December 23, 1999
TNRCC, Mail code 160
P.O. Box 13087
Austin, Texas 78711-3087
c/o Bill Billingsly
Dear Mr. Billingsly:
Upon receiving the handbook for drought contingency planning from the TNRCC, we were able
to compare the Joint Conservation and Drought Contingency Plan on file with the TNRCC since
1995 and adopted that year by the Town of Highland Park, the City of University Park and the
Dallas County Park Cities Municipal Utility District, with the requirements of Senate Bill 1 and
other regulations in the Water Code. We found that the existing plan covers the majority of
components necessary to meet the new requirements and that the rest of the requirements could
be met by passing a joint resolution of the three entities. After comparison, I contacted you by
telephone and suggested that the Town, City and District adopt a joint resolution amending, and
to be appended to, our existing Drought Plan. You indicated that this would be OK provided
that I explain by cover letter what we were doing. A copy of the resolution is enclosed in this
letter and covers the new regulatory items not included in the original 1995 plan. We submit
this joint resolution along with the existing 1995 plan on file with the TNRCC to be in
compliance with Title 30 TAC chapter 288.
with kindest regards,
Bill White
RESOLUTION NO. 9 9 - 12
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING THE 1999 APPRAISAL ROLL OF THE DALLAS
CENTRAL APPRAISAL DISTRICT FOR THE CITY; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the City's assessor and collector of taxes has submitted to the City
Council the 1999 tax appraisal roll compiled by the Dallas Central Appraisal District; and
WHEREAS, the City Council is of the opinion that the 1999 appraisal roll should
be approved and adopted;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF UNIVERSITY PARK, TEXAS:
SECTION 1. That the 1999 appraisal roll for the City of University Park, as
presented by the Dallas Central Appraisal District, be, and the same is hereby, approved
and adopted in all respects showing a total appraised property value of $3,590,420,160,
new property added to the tax roll of a taxable value of $83,575,701, and a total taxable
value of property, after exemptions, for 1999 of $2,648,425,581.
SECTION 2. This Resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on
the 18th day of August, 1999.
CITY ATTORNEY
(RLD/8-10-99)
MAYOR
ATTEST:
CITY SECRETARY
19857
RESOLUTION NO. 9 9-1,3
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, AMENDING RESOLUTION 98-14; ESTABLISHING FEES FOR
EXECUTING OR PROCESSING ISSUED ARREST WARRANT OR CAPIAS AND FOR
COURT COST FOR MUNICIPAL COURT TECHNOLOGY; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, a defendant in municipal court may be required to pay a fee for the
services of a law enforcement agency for executing or processing an issued arrest warrant or
capias if requested of the court; and
WHEREAS, the costs associated with such service should be borne by the defendant;
WHEREAS, a court cost has been imposed by ordinance for the municipal court
technology fund; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That Resolution No. 98-14 of the City of University Park, Texas, be, and
the same is hereby, amended by amending Exhibit "A", Section IV, to add Subsections 8 and 9,
as follows:
"8. Warrant Fees (Ch. 1, Sec. 1.1600)
A defendant convicted of a misdemeanor in municipal court shall pay a fee of $50.00 for
the services rendered by the police department in the case in executing or processing an
issued arrest warrant or capias if the department requests the court to impose the fee and
the request is made not later than 15 days after the date of the execution of the arrest
warrant or capias, or for processing the arrest warrant or capias if the executing agency
fails to request the fee.
9. A technology fee of $4 as a cost of court for each conviction of a misdemeanor in
municipal court. (per Ord. No. 99-__)"
SECTION 2. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
23154
7th
DULY PASSED by the City Council of the City of University Park, Texas, on the
day of September ,1999.
~ .... ~_PPROVED AS TO FORM:
City Attorney
(RLD/8-11-99)
APPROVED:
Mayor
ATTEST:
City Secretary
23154
RESOLUTION NO. 9 9-1.4
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, PROVIDING FOR SUSPENSION OF A REQUESTED RATE
INCREASE FROM TXU LONE STAR GAS COMPANY FOR A PERIOD OF NINETY
(90) DAYS FROM OCTOBER 4, 1999; PROVIDING EXCEPTIONS; AND PROVIDING
AN EFFECTIVE DATE.
WHEREAS, TXU Lone Star Gas Company has filed appropriate documents with the
City of University Park requesting to change the rates charged for residential and commercial
natural gas service in the City; and
WHEREAS, the proposed rates will result in an estimated annual revenue increase of
$167,036; and
WHEREAS, the City Council has determined that it is in the City's best interest to
suspend the proposed rate increase for the time permitted by law to permit it to give due
consideration to the appropriate level of increase; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the proposed increase in the rates for gas service and for utility
service charges as filed by TXU Lone Star Gas Company on August 27, 1999, be suspended for
the maximum period allowed by law in order to permit the City Council to give due
consideration to the appropriate level of increase for such rates and charges.
SECTION 2. The suspension period shall run for ninety (90) days from the proposed
effective date of October 4, 1999, unless the City Council takes final action at an earlier date to
approve new rates for gas service and new utility service charges for the City of University Park.
SECTION 3. During the period of suspension of the rate increase request, the staff of
the City is directed to study the request in more detail and to prepare an analysis and
recommendation to the City Council for action on the request.
SECTION 4. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved. The City Secretary is directed to furnish a conformed copy of
this Resolution to the responsible officer of TXU Lone Star Gas Company, giving notice of the
suspension of action on the rate change request.
DULY PASSED by the City Council of the City of University Park, Texas, on the 15th
day of September, 1999.
APPROVED: ~
HAROLD PEEK, MAYOR
GOV D STO O :
(RLD/sgb 9/8/99)
ATTEST:
B OBBIESHARP~TARY
- 2 - ss28182
RESOLUTION NO. 9 9-15
A RESOLUTION OF THE CITY OF UNIVERSITY
PARK, DALLAS COUNTY, TEXAS, CASTING ITS
VOTE FOR THE FOURTH MEMBER OF THE
BOARD OF DIRECTORS OF THE DALLAS
CENTRAL APPRAISAL DISTRICT.
WHEREAS, Dallas County eligible taxing entities have expressed and approved
an option which allows for representation to the Appraisal District Board of Directors (in
accordance with Section 6.03 of the Texas Property Tax Code) as follows:
1. The City of Dallas shall appoint one (1) member to the Board.
2. The Dallas Independent School District shall appoint one (1) member to the
Board.
o
The Dallas County Commissioner's Court shall appoint one (1) member to the
Board. The member appointed by the Dallas County Commissioners' Court
shall not be a resident of either the City of Dallas or the Dallas Independent
School District.
o
Each of the incorporated cities and towns, except for the City of Dallas, shall
have the right to nominate by an official resolution one (1) candidate as the
fourth member of the Board of Directors. The said cities and towns shall,
from the nominations received, elect by a majority vote, with each city and
town being entitled to one (1) vote, the fourth member of the Board of
Directors.
o
Each of the independent school districts, except for the Dallas Independent
School District, shall have the right to nominate by an official resolution one
(1) candidate as the fifth member of the Board of Directors. The said
independent school districts shall, from the nominations received, elect by a
majority vote, with each independent school district being entitled to one (1)
vote, the fifth member of the Board of Directors.
The votes required for election to the Board of Directors in 4 and 5 hereof shall be by a
majority of those authorized to vote in 4 and 5 respectively and not by a majority of the
quorum, and
WHEREAS, the City of University Park does hereby cast its vote by marking the
ballot below (check one only):
[ ] Ms. Rhenett Gardner
[ ] Mr. Harris Hollabaugh
[ ] Ms. Reta Howze
[8:] Dr. Ralph Poteet
[ ] Mr. James Weaver
NOW, THEREFORE BE IT RESOLVED that the City Council of the City of
University Park does hereby confirm its one (1) vote for the election of
Dr. Ralph Po~cee'c as the suburban cities' representative to the Board of
Directors of the Dallas Central Appraisal District.
PASSED AND APPROVED, this the 17th day of November, 1999.
Mayor
ATTEST:
City Secretary
RESOLUTION NO. 0 O- 1
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING A MASTER FEE SCHEDULE; REPEALING
RESOLUTION NO. 98-14, AS AMENDED; AND PROVIDING AN EFFECTIVE
DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. That Resolution 98-14, the Master Fee Resolution, be, and the same is
hereby, repealed.
SECTION 2. That a new Master Fee Resolution Schedule, be, and the same is
hereby, adopted for the City of University Park. A true copy of the Master Fee Schedule
is attached hereto as Exhibit "A," and made a part hereof for all purposes, the same as if
fully copied herein.
SECTION 3. This Resolution shall take effect immediately from and after its
passage as the law and Charter in such cases provide, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the
4~ch day of January ,2000.
APPROVED: ~
MAYOR
APPROVED AS TO FORM:
CITY ATTORNEY
ATTEST:
T:lF1NANCE~EERES99. DOC 12/29/99 4:00 PM
EXHIBIT A
MASTER FEE SCHEDULE
TABLE OF CONTENTS
Administrative Services
1. Health Permits
2. Council Chamber Rental
3. Permit to Paint House Numbers on Streets
4. Licenses for Dogs and Cats
5. Returned Check Charges
6. Photocopy Charges
II.
Building and Zoning
1. Building Permits
2. Trades Permits (Mechanical/Electrical/Plumbing)
3. Registration of Mechanical, Plumbing, or Irrigation Contractor
4. Registration of Electrician's License
5. Fence Permits
6. Lawn Sprinkler Permits
7. Pool/Spa Permits
8. Sign Permits
9. Automatic Fire-extinguishing System & Fire Alarm Permits
10. Filing Fees (amending plats, license agreements, special sign, P&Z, BOA)
11. Real Estate and Tax Inquiries
12. Drainage Fees
13. House Moving Permit and Related Charges
14. Moving Temporary Buildings and Mobile Homes
15. Registration for License to Install Automatic Fire-Extinguishing Systems
16. Grass and Wee,d Mowing Fees and Liens
17. Certificate of Occupancy
III. Utilities
1. Water Meter Security
2. Reconnection of Water Service Following Cut-offfor Non-Payment of Bills
3. Emergency Water Cut-off Service
4. Examination and Test of Meters
5. Meter Rereads
6. Water Service
7. Conservation Surcharge
8. Sewer Service
9. Utility Service ConstmctionFees
10. Sewer Rate Recalculation
2
3
3
3
3
3
4
4
4
4
4
5
5
6
6
6
6
6
7
7
7
7
7
8
8
9
10
~ ~R YFINO I ICHSH/IREEXE~F1N.4NCE~FEERES99.DOC 12/29/99 4:2.5 PM
IV. Public Safety and Judicial
1. Impounded Vehicles
2. Wrecker Service Fees
3. Ambulance Service
4. Solicitor's License
5. Commission for Private Guards
6. Impoundment Fees for Animals
7. 9-1-1 Emergency Service Fee
8. Alarm Permit/Direct Alarm Monitoring
9. Hose Cabinet Fees
10.Fire Re-inspection Fees
V. Sanitation
1. Residential Garbage Collection
2. Brush and Tree Limb Collection
3. Appliance, Furniture, and Large Item Collection
4. Commercial Garbage Collection
5. Liquid Waste Transport
6. Yard Waste Bags
7. Transfer Station Fees
8. Recycling Fees
VI. Parks and Recreation
1. Goar Park Pavilion Reservation
2. Tennis Permits
3. Park and Playing Fields Reservations for Filming
4. Playing Fields Reservations
5. Park Reservations for Sports Clinics
6. Park Reservation Fees
7. Swimming Pool
VII. Commercial Filming Fees
1. Small Productions
2. Large Productions
3. Reimbursement of Personnel Costs
10
10
11
11
12
12
12
12
12
12
13
13
13
13
14
14
14
14
14
15
15
15
15
16
16
17
17
17
IkgRI/FINOliCHSH~IREEXE~FIN/INCEIFEERES99. DOC 12/29/99 4:25 PM
o
ADMINISTRATIVE SERVICES
Health permit (Ch. 6, Sec. 6.304)
An annual fee of one hundred and seventy-five dollars ($175.00) will be collected from
each food service establishment for a health permit issued by the City Secretary and
thereafter for the renewal of such permit.
Council Chamber rental (Ch. 1, Art. 1.700)
(1) Community-related groups which serve the youth or elderly shall be allowed the use
of the premises for ten dollars ($10.00) daytime use (8:00 a.m. to 5:00 p.m.) and
twenty dollars ($20.00) for evening use (5:00 p.m. to 11:00 p.m.).
(2)
All other groups shall pay twenty-five dollars ($25.00) per daytime use and fifty
dollars ($50.00) for evening use.
Permit to paint house numbers on streets (Ch. 4, Sec.4.303)
A fee of fifty dollars ($50.00) for investigation shall be charged to any person applying for a
permit to paint house numbers on streets. The fee shall not be prorated and shall be paid at
the time the application is made and shall not be returned to the applicant regardless of
whether a permit is issued or not.
Licenses for dogs and cats (Ch. 2, Art. 2.600)
The owner of each dog or cat more than four (4) months old in the city shall obtain a license
for such dog or cat from the City Manager or his designee. At the time of application for
such license, the owner shall present a certificate of vaccination as specified in the City
Code, and pay a licensing fee often dollars ($10.00) for each altered dog or cat and twenty
dollars ($20.00) for each unaltered dog or cat.
Returned check charge (Res. 93-16)
The maximum charge permitted under Texas law will be imposed by the City for the
collection of checks returned by the banks for the lack of funds when such checks are used
in payment to the City for deposits or obligations legally owed by the issuer of the said
returned checks. The Director of Finance will add the returned check charge to the other
obligations owed to the City by the issuer of the returned checks.
The Director of Finance, with the approval of the City Manager, may waive such charge if
the City was negligent in the cashing of the check or if special circumstances deem the
waiver as appropriate; however, in all cases of a waiver complete records must be made of
the reason for the waiver.
Photocopy charges (Admin. Order FNC-10)
Article 6252-17a of the Texas Statutes allows the City to charge a reasonable fee to cover
the costs of reproducing public documents for private use. The charge for reproducing such
documents will be based on the following guidelines:
T..IFIN/INCE~tCEERES99.DOC 12/29/99 4:00 PM
(1)
(2)
(3)
REPRODUCTION CHARGES
a. The charge for photocopies up to 8.5" x 14" will be ten cents ($0.10) for
each page.
b. The charge to reproduce documents larger than 8.5" x 14" will be fifty cents
($0.50) or the actual cost incurred by the City in obtaining the reproductions.
c. The charge to reproduce documents stored on microfilm will be two dollars
($2.00) per page.
d. The charge to retrieve information from mainframe computer data storage
banks will be computed at the rate of twenty-six dollars ($26.00) per hour of
operator time.
EXCEPTIONS:
a. The charges in section (1) do not apply to official publications normally
offered to the public free of charge.
The entire University Park Zoning Ordinance may be purchased for fifteen
dollars ($15.00).
ADDITIONAL CHARGES:
Requests that are for 50 or more pages will be subject to an additional fee to cover
processing costs. The fee will be computed at the rate of fifteen dollars ($15.00) per
hour.
II.
BUILDING AND ZONING
1. Building permits (Ch. 3, Sec 3.103)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential $.95/s.f. -
Non-residential 0.75% of valuation $75.00
(2) Additions, alterations, and repair fees:
Occupancy type Permit fee Minimum fee
Residential 1% of valuation $50.00
Non-residential 0.75% of valuation $75.00
(3) Demolition fees:
Occupancy type Permit fee
Residential $100.00
Non-residential $250.00
T.'IFIN.4NCE~'EERES99. DOC 12/29/99 4:00 PM
2
o
Trades Permits (MechanicaFElectrical/Plumbing/Concrete)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $75.00
Non-residential 2% of valuation $75.00
(2) Additions, alterations, and repair fees:
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $50.00
Non-residential 2% of valuation $75.00
Registration of mechanical, plumbing, or irrigation contractors
The registration fee for a mechanical, plumbing, or irrigation contractor shall be seventy-
five dollars ($75.00).
Registration of electrician's license (Ch. 3, Sec. 3.1007)
The fees for licensing of qualified electricians and electrical contractors shall be payable to
the City of University Park as set forth in the following table. The period for payment of fee
shall begin on January 1 st and end December 31st of the same calendar year. No inspection
permit will be issued, nor work authorized to permit the applicant thereof to enter into a
contract for or do any installation, maintenance or repair of any electrical work unless such
person has paid his annual registration fee as required by this subsection.
License type Annual fee
Electrical Contractor $75.00
Master Electrician $20.00
Journeyman Electrician $10.00
Fence Permits (Sec. 8-801, Zoning Ordinance)
Occupancy type Permit fee
Residential $50.00
Non-residential $100.00
Lawn Sprinkler Perniits (Ch. 3, Sec. 3.2203)
Occupancy type Permit fee
Residential $50.00
Non-residential $150.00
T: ~'lN.4NCEIFEERE$99.DOC 12/29/99 4:O0 PM
3
7. Pool/Spa Permits (Ch. 3, Art. 3.8)
Permit type Permit fee
Pool $250.00
Spa $150.00
o
Sign permits (Ch. 12, Sec. 12.203, 12.209)
(1) Fee for sign permit:
The permit fee to construct, erect, or renovate a sign shall be seventy-five dollars
($75.00).
(2) An investigation fee shall be collected in addition to the permit fee whenever any
sign for which a permit is required has been installed, replaced or altered without
first having obtained a permit. The investigation fee shall be two (2) times the
amount of the permit fee. The investigation fee shall be collected even if a permit is
not issued.
o
Automatic fire-extinguishingsystem & fire alarm permits
The permit fee for the installation of an Automatic Fire-extinguishing System or a fire
alarm system shall be one percent (1%) of the valuation of the materials and labor involved.
10.
Filing fee for amending plats, license agreements, requests for special sign districts,
and submissions for Planning and Zoning Commission and Board of Adjustment
hearings (Ch. 12, Sec. 12.103)
(1)
The fee to be paid by applicants who request an amending plat from the Building
Division shall be one hundred fifty dollars ($150.00) per request.
(2)
The fee to be paid by applicants who request a license agreement from the City shall
be one hundred dollars ($100) per request.
(3)
The fee to be paid by applicants who request a special sign district shall be one
hundred dollars ($100) per request.
(4)
The fees to be paid by applicants who request a hearing before the Planning and
Zoning Commission shall be three hundred dollars ($300.00) per application.
(5)
The fees to be paid by applicants who request a hearing before the Board of Adjust-
ment shall be one hundred fifty dollars ($150) per application.
11.
Real estate and tax inquiries (Res. 85-9)
Employees of University Park shall not give out information relative to real estate
description or tax matters over the telephone to any commercial establishment. All
inquiries in regard to real estate descriptions, tax searching status, etc., shall be presented in
T: ~F1N.4NCEiFEERES99.DOC 12/29/99 4:O0 PM
4
12.
13.
writing to the City and the City shall make a three dollar ($3.00) charge for each item
requested.
Drainage fee (Ch. 3, Sec. 3.103)
In lieu of the option available in paragraph (iv) of Chapter 3, Section 3.103(18)(3)of the
City Code, a monthly drainage fee may be paid.
If the amount of impervious area exceeds that allowed in paragraph (i) of the above
referenced part of the City Code, the monthly drainage fee shall be calculated as follows:
Unit or Standard Lot Size 6000 sq. feet
Unit Impervious Area' 3600 sq. feet
Minimum monthly fee (any district) $4.50
Maximum monthly fee (any district) $22.50
Drainage Factor (D.F.)
Single family = Basic unit
District Coefficient (D.F.)
Single Family 0.4/0.4 1.0
SF-A, D-l, D-2, MF-1, MF-2, MF-3 0.6/0.4 1.5
All others 0.9/0.4 2.25
Formula for monthly fee:
Imp. area (sq.ft.) x Lot size (sq.ft) X D.F. x $4.50
3600 6000
In all calculations, the fee shall not exceed $22.50 per month. All funds collected from
drainage fees shall be set aside in a special fund to be used only for drainage related
improvements.
House moving permit and related charges (Ch. 3, Sec. 3.1701, 3.1705)
(1)
The applicant shall pay a fee of fifty dollars ($50.00) to the City for the moving
permit.
(2)
The applicant shall reimburse the City of University Park for any personnel costs,
including overhead, directly related to providing assistance to the moving activity.
The building official may require a cash deposit at the time of application to ensure
partial or full payment of personnel costs. The hourly rate for each police officer
used for escort purposes is twenty-five dollars ($25.00) per hour.
T..tF1N.4NCE~FEERE$99.DOC 12/29/99 4:00 PM
14.
15.
16.
17.
(3)
All fees shall be paid to the City at the time of application for moving permit. I__f
escort personnel have to return, the building official may require that an additional
cash deposit be paid before the house, building, or structure is to be moved.
Moving temporary buildings and mobile homes (Ch. 3, Sec. 1705)
The permit fee for the movement of a mobile or temporary home within the University Park
city limits shall be five dollars ($5.00).
Registration fee for license to install automatic fire-extinguishingsystems
(Ch.5 Sec. 5.1300)
The fee for registration of a license shall be seventy-five dollars ($75.00) for Fire Sprinkler
Contractor.
Grass and weed mowing- fees and liens (Ch. 6, Sec. 6.204, 6.205)
(1) Fees-Owners of property mowed to correct tall grass and weeds shall pay a fee
equal to the cost of mowing plus interest at six percent from the date of mowing.
(2)
Liens-Property liens filed for non-payment of fees and interest for mowing tall grass
and weeds will include a legal and administrative fee of fifty dollars ($50.00).
Certificate of Occupancy (July 1998)
The fee for a Certificate of Occupancy shall be fifty dollars ($50.00). All new businesses
moving into the City are required to obtain a Certificate of Occupancy from the Building
Inspection division.
III.
UTILITIES
Water meter security (Ch. 11, Sec. 11.303)
(1) Before water service is furnished to a consumer at any address, the consumer shall
be required, upon making application for such service, to deposit with the manager
of the utility billing office, deposits amounting to the following for each meter:
Meter size Status Fee
5/8" and 1" meters Homeowner occupied $35.00
5/8" and 1" meters Rental units $65.00
Meters larger than 1" All $75.00
Hydrant meter Refundable deposit $1,000.00
Hydrant meter Installation fee $40.00
(2)
The deposit for apartments or duplexes that are not individually metered will be
thirty-five dollars ($35.00) per unit. For example, the deposit for a four-unit
apartment will be one hundred forty dollars ($140.00).
T.'~t~INANCE~FEERES99.DOC 12/29/99 4:00 PM
6
o
o
(3)
In the case of business institutions, the manager of the utility billing office may
require a deposit equal to three times the average monthly bill on such premises.
Reconnection of water service following cut-off for nonpayment of water bills
(Ch. 11, Sec. 11.306)
When water is cut off because of nonpayment, the manager of the utility billing office shall
not permit the water or sewer services to be resumed until the full amount delinquent, the
ten (10%) percent penalty, and a collection or reconnection charge of twenty dollars
($20.00) is paid. Such amount shall be paid at the utility billing office if reconnected during
normal office hours.
Emergency water cut-Offservice (Ch. 11, Sec. 11.307)
Whenever any consumer, owner or occupant of premises shall request the city to cut off his
water service at the meter for his convenience or due to the fact that his stop and waste or
house cut off is either nonfunctional or cannot be found, then the manager of the utility
billing office shall add a service fee to his bill of fifteen dollars ($15.00) for each cut off.
Examination and test of meters (Ch. 11, Sec. 11.308)
Any consumer shall have the right to demand that the meter through which water is being
furnished be examined and tested by the waterworks for the purpose of ascertaining whether
it is or is not registering correctly the amount of water which is being delivered through it to
such consumer; provided that when such consumer desires to have any meter so examined
and tested, such consumer shall make application therefor in writing to the manager of the
utility office, and shall deposit with such applicationthe amount charged for various sizes:
ITesting any size meter up to a 1"
Testing any meter larger than 1"
$10.00
$15.00
Meter rereads (Ch. 11, Sec. 11.309)
Any consumer who feels that their measured water consumption is excessive may request
that the meter be reread. Two (2) free rereads are allowed within each calendar year and
any in excess will be charged ten dollars ($10.00), unless there has been an error on the part
of the City or the meter is faulty.
Water service (Ch. 11, Art. 11.4000)
(1) The following water rates are hereby established and shall be collected by the
manager of the waterworks and sewerage department within the city. The minimum
monthly rates for all metered water service shall be as follows:
5/8" or 3/4" meter $ 7.50
1" meter $ 8.25
1 1/2" meter $10.70
2" meter $13.35
3" meter $15.90
T.'IFIN.~INCE~FEERES99.DOC 12/29/99 4:00 PM
4"meter I 526.901
Portable meter $120.00
(2)
Each consumer served during the month shall be entitled to the use of two thousand
(2,000) gallons of water paid under the minimum rates hereinabove specified. In
any billing period, where the water consumed is in excess of the minimum, the rate
shall be two dollars and thirty-five cents ($2.35) per 1,000 gallons or any portion
thereof.
o
(3)
Any duplex or multi-family dwelling which is served by a single water meter shall
be billed a minimum charge for each unit, occupied or vacant. All single family
units shall pay a minimum charge for each meter but such minimum shall provide
for a usage of 2,000 gallons per meter.
Conservation surcharge (June - November billings) (Ch. 11, Art. 11.4000)
During the six (6) summer months, each water customer (except Southern Methodist
University) shall be subject to a conservation surcharge for all consumption in excess of
11,500 gallons. SMU meters shall be subject collectively to a monthly conservation
surcharge for all consumption in excess of the average amount of water used during the
immediately preceding October, November, December, January, February and March. The
surcharge rate shall be sixty-five cents ($0.65) per thousand (1,000) gallons for all excess
consumption.
Sewer service (Ch. 11, Art. 11.500)
(1) The sewer charge for each single family, duplex or multi-family dwelling shall be
included in the utility bill and calculated as follows:
(a)
All sewer charges are based on the use of water passing through the water
meter or meters. All single family units, having more than one meter, shall
have the usage of meters added together for the purposes of this section;
however, if separate bills are rendered for a lawn sprinkler, such
consumption shall not be considered for sewer charges.
(b)
Any duplex or multifamily dwelling which is served by a single water meter
shall be billed a minimum charge for each unit, occupied or vacant, and any
usage over the minimum shall be averaged over each unit of the dwelling as
though each unit consumed the water the average indicates.
(c)
Any duplex or multifamily dwelling having individual water meters for each
unit shall be treated, for sewer billing purposes, as though each were a single
family dwelling.
T: ~FIN/INCEIFEERES99. DOC 12/29/99 4:00 PM
(d)
There shall be a fourteen dollar and seventy-five cent ($14.75) minimum
sewer charge per unit which includes two thousand (2,000) gallons of water
per unit per month.
(e)
Any water used in excess of two thousand (2,000) gallons per month shall
be billed at two dollars and twenty-one cents ($2.21) per 1,000 gallons per
month per unit for the sewer fee.
(0
The sewer bill for March through February shall be based on the average
billing of water over the three-month period as listed below:
CYCLE I:
CYCLE II:
The water used during the months of November, December
and January.
The water used during the period of November 15 to
February 15.
(2)
For each business or commercial establishment of any nature, plus public
institutions such as schools and churches:
(a)
There shall be a fourteen dollar and seventy-five cent ($14.75) minimum up
to two thousand (2,000) gallons of water used per month.
(b)
Any water used in excess of two thousand (2,000) gallons per month shall
be billed at a rate of two dollars and twenty-one cents ($2.21) per 1,000
gallons per month.
(3)
For service to Southern Methodist University_, two dollars and twenty-one cents
($2.21) per one thousand (1,000) gallons of water used per month, but that the
monthly charge for the period April through March shall be based on the average
amount of water used during the immediately preceding October, November,
December, January, February and March adjusted for lawn, swimming pool and
metered cooling tower use.
Utility service construction fees (Ch. 11, Art. 11.600)
The following charges shall apply for services performed by the City:
1" water meter installation $1,200.00
Sewer tap installation $1,000.00
1" water meter and sewer tap installation in same excavation $1,600.00
Existing water meter and/or sewer tap removal per excavation $ 800.00
The price for the installation of water meters greater than one inch (1") and excavations
other than in the alley will be determined by the City, based on the size, location, current
costs and specifications.
T..~FIN.4NCE~FEERES99. DOC 12/29/99 4:00 PM
9
10.
Sewer rate recalculation (Ch. 11, Art. 11.500e)
Sewer service customers may apply to have their sewer service charges recalculated to the
previous year's rates. The fee for recalculating sewer service charges shall be thirty dollars
($30.00).
IV. PUBLIC SAFETY AND JUDICIAL
Impounded vehicles (Ch 10, Sec. 10.2304)
(1) Actual cost as charged by the designated wrecker service providing the
impoundment plus a $20.00 administration fee.
(2) For storing a vehicle - $10.00 per vehicle per day, after the first twenty-four (24)
hour period.
Wrecker service fees (Ch. 10, Sec. 10.2408)
(1)
A designated wrecker company or another emergency wrecker company authorized
by the chief of police to render specific services in a specific emergency shall charge
the following fees for towing vehicles with a light-duty wrecker (Rates for fractions
of an hour are based on quarter hour increments):
(a)
Forty-five dollars ($45.00) for towing a vehicle from a point within the city
to another point within the city, to the city pound, or to a point inside
Highland Park.
(b)
(c)
Forty-five dollars ($45.00) for towing a vehicle from a point within the city
to a point inside LBJ Freeway and north of Interstate 30.
Fifty-five dollars ($55.00) for towing a vehicle from a point within the city
to a point inside LBJ Freeway ~and south of Interstate 30.
(d)
Seventy-five dollars ($75.00) for towing a vehicle from a point within
Dallas County outside LBJ Freeway and north of Interstate 30.
(e)
Eighty-five dollars ($85.00) for towing a vehicle from a point within the city
to a point within Dallas County outside of LBJ Freeway and south of
Interstate 30.
(f)
(g)
Twenty-five dollars ($25.00) for performing a service that does not require
that a vehicle be towed, including but not limited to adding fuel, prying a
bumper from a tire, or other similar services.
Twenty dollars ($20.00) for using dollies or flatbed wreckers in addition to
other allowable charges.
T:~F1NANCEL~EERES99.DOC 12/29/99 4:17 PM
10
(h)
For towing a vehicle from a point within the city to a point not listed in
paragraphs (a) through (f) of this subsection, twelve dollars and fifty cents
($12.50) plus one dollar and fifty cents ($1.50) per mile or fraction thereof.
(i)
Forty dollars ($40.00) per hour of recovery time, such time to begin fifteen
(15) minutes after the light-duty wrecker has arrived on the scene, and to end
when the vehicle is ready to be towed.
(2)
The rates specified in paragraphs (a) through (i) in this subsection, shall be doubled
for heavy-duty wreckers. In addition to the specified rates for towing, a designated
wrecker company is authorized to charge ninety dollars ($90.00) per hour for
recovery time, such time to begin when the heavy-duty wrecker arrives on the scene,
and to end when the vehicle is ready to be towed. Rates for fractions of an hour are
based upon quarter hour increments.
(3)
In addition to the base rates described above, the City charges a twenty dollar
($20.00) administration fee for any towing-relatedactivity.
Ambulance (MICU) service (Ch. 1, Sec. 1.1903)
(1) A base fee per trip per person for transportation by Mobile Intensive Care Unit
(MICU) to a hospital providing emergency medical attention within the boundaries
of Dallas County. The base fee shall be set at the maximum amount recoverable
from Medicare on the day of transport. In all cases, whether one (1) person or more
than one (1) person is transported in the same MICU, the charge per trip applies to
each individual transported.
(2)
Additional fees will be charged for each emergency medical aid provided to the
person or persons transported including (but not limited to) drugs, bandaging,
oxygen, electrocardiogram (EKG), etc., that is allowed by Medicare. The cost of
these items will be the maximum charges allowed by Medicare. An itemized bill
will be provided to each transported patient listing each charge.
(3)
Each transported patient will be charged a mileage fee from the point of patient
loading to the hospital of patient preference in Dallas County. The mileage fee shall
be the maximum amount recoverable from Medicare on the day of transport. If the
patient is unable to establish a preference, transport will be made to the nearest
available hospital. Common transports are to Baylor, Childrens', Charlton
Methodist, Doctors, Medical City, Methodist Central, Parkland, Presbyterian, St.
Paul, and Veterans' hospitals.
Solicitor's license fee (Ch. 4, Sec. 4.103)
A fee of fifty dollars ($50.00) for investigation of persons wanting to peddle, sell, solicit,
canvass, or take orders for any services, wares, merchandise, or goods shall be charged
T..LI~IN.4NCEIFEERES99.DOC 12/29/99 4:00 PM
11
which shall not be prorated and shall be paid at the time application is made and shall not be
returned to the applicant regardless of whether a permit is issued or not.
Commission for private guards (Ch. 4, Sec. 4.407)
Each individual receiving a private guard commission shall pay a fee of fifty dollars ($50.00).
Impoundment fees for animals (Ch. 2, Sec. 2.608)
The City shall collect a fee of fifty dollars ($50.00) for the impoundment of any animal
prior to the release of such animal. If the animal has been impounded for observation for
rabies and held for ten (10) days, the city shall collect a fee of one hundred twenty-five
dollars ($125.00), and an additional fee of twelve dollars and fifty cents ($12.50) per day if
such impoundment is for a period in excess of ten (10) days.
911 emergency service fee (Ord. 97/10)
The City shall collect a monthly 9-1-1 billing fee from each telephone service customer.
The fee shall be 6% of the service provider's base charge per line for residential, business,
and trunk lines.
e
Alarm
A.
permit and Direct Alarm Monitoring fees
The City shall charge a fee of fifty dollars ($50.00) for an initial alarm permit fee.
Each year thereafter, alarm permit holders shall pay a ten dollar ($10.00) renewal
fee due on the anniversary of their original application date. Alarm permits are not
transferable.
Each alarm permit holder subscribing to the City's basic digital-dialer Direct Alarm
Monitoring system shall pay a fee of three hundred dollars ($300.00) per year. This
fee may be paid in whole or in twelve monthly installments of twenty-five dollars
($25.00) each.
Each alarm permit holder subscribing to the City's optional radio-backup Direct
Alarm Monitoring system shall pay all fees related to the basic system, plus the
actual cost charged to the City by the radio network supplier. This fee may be paid
in whole upon determination of the City's current actual cost or in twelve equal
monthly installments.
D. Subscribing to the radio-backup system alone is not an option.
Hose cabinet fees
The City shall collect an annual fee of two hundred dollars ($200.00) for each hose cabinet in
all parking structures. The fee is intended fo recover the cost of regular hose testing and records
maintenance.
10. Fire re-inspection fees
The City shall collect a fee of fifty dollars ($50.00) for the second re-inspection and one
hundred dollars ($100.00) for the third re-inspection.
T:IF1NANCEIFEERES99. DOC 12/29/99 4:00 PM
12
SANITATION
Residential garbage collection (Ch. 6, Sec. 1.108)
The City shall charge the following sums per month for collection of garbage and trash
from residences:
Single-family dwelling $12.60
Two-family dwelling, per unit $12.60
Apartments, per unit - on residential route $12.60
Apartments, per unit-on commercial route $ 6.40
Carryout, per unit $79.00
Brush and tree limb collection
An extra charge shall be assessed for pickup of brush and tree limbs that are too bulky to be
tied in bundles. Brush and limbs shall be stacked on the parkway for pickup and charged as
follows:
Manual pickup $ 7.50
Mechanical pickup- less than ½ truckload $50.00
Mechanical pickup- ½ truckload $75.00
Mechanical pickup- full truckload $100.00
Appliance, furniture, and large items collection
The City shall charge the following sums for the removal of appliances, furniture and other
large items:
Range or refrigerator $15.00
Washer, dryer, window air conditioner, water heater, $10.00
sofa, bed, etc.
These items shall be placed on the parkway and will be picked up on a "call-in" basis only.
Commercial garbage collection (Ch. 11, Sec. 11.109)
(1) The city shall for its services in removing garbage and trash from all businesses,
lodging houses, boarding houses, commercial institutions, individual businesses,
firms or corporations, churches, schools, office buildings and properties, charge,
where containers have been placed at any of such establishments, sanitation charges
based upon the following schedule:
T: IFIN,4NCE~FEERES99. DOC 12/29/99 4:00 PM
13
VI.
L;Ollectlons
Per Week Number of 3-yard Containers
2 $ 6F.92 $ 105.59 $ 12~.14 $ 155.17 $ 184.20 $ 213.23 $ 242.17 $ 2~1.30
3 ~~ $ 89~26 $~35~80 ~.$!70~2 $2~5 $252~19 $2929~ $333~65 $379~28
...... $: ~ 0 ] 59:::::::~ :::~: 6~ ~:8 ~: :::~: :~::~ ~ ~ ~ ~::::::$ ::2:~ 0:~:6 ~::::::::::: $::: ~2:~ 19~::::::::::~:::: ~:~:~:~: ~: ~:~0 ::::::::::::::::::::: 83: 98 ....
$135;80 $197~88 $26 ~192 $325:01 $388~06 $45!~13 $~51~0 $57~;26
~::::~:0:: $ 2~2~5:5 :: :$:::~:9~]92 :$ ~87
(2)
Nothing in this schedule shall prevent the superintendent of sanitation from
calculating rates which are lower or which exceed the schedule as long as time,
volume, and number of pickups are the basis for such calculation.
o
Liquid waste transport (Ch. 6, Sec. 6.402)
The city shall not issue a liquid waste transport to an applicant until the appropriate
established fee is paid. A person shall pay a fee of two hundred and forty dollars ($240.00)
for the first vehicle and one hundred and seventy dollars ($170.00) for each additional
vehicle operated by the person. Each permit must be renewed annually.
Yard waste bags (Ch. 11, Sec. 11.103)
The City shall sell biodegradable yard waste bags for seventy-five cents ($0.75) each to
individuals. A discounted price may be set for sale of the bags by the City to retail
establishments or other organizations which intend to resell the bags to end users.
Transfer station fees (Res. 94-7)
University Park residents may use the City's transfer station once per month without
charge. Use of the transfer station is restricted to residents, who must be present when off-
loading. For more than one load per month, the following fees shall apply:
Pickup truck $40.00
Single-axle truck, less than 15-feet long $75.00
Double-axle track, more than 15-feet long $100.00
Southem Methodist University vehicles $113.00
o
Recycling fees (Res. 94-19)
Each resident receiving an individual City sanitation bill will be charged a recycling fee:
Alley/curbside service $2.02
Carryout service $3.33
PARKS AND RECREATION
Goar Park pavilion reservation (Ch. 13, Art. 13.400)
Rental of Goar Park Pavilion:
T: lFIN.4NCELFEERES99.DOC 12/29/99 4:00 PM
14
(1)
Residents of University Park may rent the pavilion for personal use for twenty
dollars ($20.00) per hour during the daytime (9:00 a.m. to 5:00 p.m.), and for thirty
dollars ($30.00) per hour for evening use (5:00 p.m. to 11:00 p.m.).
(2)
All other groups who use the pavilion for personal use, except those specified in the
following section, shall pay forty dollars ($40.00) per hour for daytime use, and
sixty dollars ($60.00) for evening use.
(3)
All applicants that desire to use the facility for business, commercial, or professional
gatherings may apply for the use of said pavilion for daytime hours between 9:00
a.m. and 5:00 p.m., and if such application is approved, the applicant shall pay the
City Secretary seventy-five dollars ($75.00) per hour, but the applicant may make
no charges nor collect any money of any kind or character from any person
whatsoever.
Tennis permits (Ch. 13, Sec. 13.204)
All qualified residents of the City of University Park, upon making application with the
Utilities Office, may secure an annual tennis permit. Such permit shall be numbered and
coded as to indicate the time of its validity. The charge shall be as follows:
Individual permit $40.00
Family permit $80.00
Children under 12 $ 7.50
Persons over 65 $ 7.50
Parks and playing fields reservations for filming~ (Ch. 11, Sec. 13.501)
Commercial use of any and all park facilities (including tennis courts and Goar Park Pavilion)
for filming, photographing, etc., shall carry a charge of seventy-five dollars ($75.00) per hour,
plus a damage and clean up deposit of two hundred and fifty dollars ($250.00).
Playing fields reservations (Ch. 13, Sec. 13.502)
Bona fide residents who are interested in making playing field reservations shall buy an annual
reservation card from the reservations clerk for a fee often dollars ($10.00).
Park reservation for-sports clinics (Ch. 13, Sec. 13.503)
Any individual or group wishing to use a park or playing field to conduct a sports clinic as a
profit-making venture shall reserve the park or playing field by filling out the appropriate
application forms in the Park Department office and pay a fee of twenty dollars ($20.00) per
hour for each hour the clinic is scheduled to be operated in the park or on the playing field
reserved. If, after the conduct of the clinic is completed, the number of hours during which
the park or playing field was actually in use exceeds the fee paid, the applicant shall be
liable and responsible to pay the additional fee in the Park Department office within five (5)
days after completion of the clinic. If the actual number of hours is less that the fee paid, the
T: IF1NANCE~FEERES99. DOC 12/29/99 4:00 PM
15
applicant shall receive a pro rata refund. The application forms and all fees must be in the
park office at least one (1) week before the clinic is scheduled to begin.
Park reservation fees (Ch. 13, Sec. 13.501)
Any organized group not sponsored by the City and having special features (i.e., pony rides,
petting zoos, bounce machines, port-a-johns, tents, etc.) that wishes to use a park, must
make a reservation with the Parks Department, must make a two hundred fifty dollar
($250.00) refundable deposit, and must pay a rental fee according to the following schedule:
Number of People Fee Amount
1 - 25 $ 25.00
26- 99 $100.00
100- 199 $200.00
200 - 299 $300.00
300 and up $500.00
Groups of twenty-five (25) or less that wish to reserve a park but will not use special
features do not have to make a deposit.
Baseball fields may also be reserved for an additional fee of fifty dollars ($50.00).
Swimming pool (Ch. 13, Art. 13.300)
(1) All residents of University Park, nonresident owners of property in University Park,
and residents of the Highland Park Independent School District (HPISD) who are
not residents of University Park, six (6) years of age or older upon making
application in person to the Utilities Office, may secure annual permits to swim in
the pools. The City may enact a lower fee for permits purchased before a stated
date, which shall be determined and noticed annually. The charge for season swim
permits shall be:
Renew New Renew New
permit permit permit- permit-
Resident status - early -- early - later later
University Park resident or property owner $30.00 $40.00 $40.00 $50.00
Non-UniversityParkresidentofHighland $70.00 $80.00 $100.00 $110.00
Park Independent School District
University Park senior citizens (age 60 and above) $25.00 $25.00 $25.00 $25.00
If an immediate family of more than four (4) purchases more than four (4) permits at
one time, each permit in excess of four (4) shall be sold at half price. Senior
discount applies only to seniors who are University Park residents.
(2)
A member of a group defined in subsection (1) above may schedule a birthday
party at the pool. Prior to the party, the member shall fill out an application
T:IFIN/INCE~FEERE$99.DOC 12/29/99 4:00 PM
16
(3)
(4)
(5)
(6)
(7)
stating the date of the party, time of the party and the number attending. There
will be a twenty-five dollar ($25.00) fee for the party, and each party guest must
pay the regular admission fee or present their own season pass.
A member of group defined in subsection (1) above may secure permission for
guests to use pools by paying attendants of the gate a cash fee of five dollars ($5.00)
for each guest each time each guest uses the pool.
A member of a group defined in subsection (1) not owning an annual permit may
use the swimming pool upon presentation of identification and paying a charge of
five dollars ($5.00) per person for each time the pool is used.
Lost permit identification card
If the photo identification card issued with the annual pool permit is lost, a duplicate
may be secured from the Utilities Office for ten dollars ($10.00).
Use of pool by children under six years of age
Children under six (6) years of age who are members of a group defined in
subsection (1) above or guests of a member of a group defined in subsection (1)
above may use any of the pools without charge if accompanied by a parent or
guardian sixteen (16) years of age or older at all times.
If the parent or guardian desires to enroll such child in one of the swimming
instruction classes, a ten dollar ($10.00) enrollment fee shall be paid for the child.
Persons who may accompany children to small pools
All adults accompanying small children to small pools in bathing attire must pay a
two dollar and fifty cent ($2.50) guest fee or purchase an annual pool permit.
VII. COMMERCIAL FILMING FEES (Res. 96-11)
Small productions
a. Filming permit application fee
b. Rental of City parks (see Section VI)
Large productions
a. Filming permit application fee
b. Filming fees
First day of filming (or fraction)
Each additional day of filming
c. Permit revision fee
d. Rental of City parks (see Section VI)
3. Reimbursement of personnel costs
T: hClN.4NCE[FEERES99.DOC 12/29/99 4:00 PM
$ 25.00
$200.00
$200.00
$ 5O.OO
$ 50.00
17
The applicant shall reimburse the City of University Park for any personnel costs (i.e.,
police, fire, traffic, etc.), plus overhead, directly related to providing assistance to the
filming activity. The film coordinator may require a cash deposit at the time of the
application to ensure full payment of personnel costs.
T:~FIN.4NCE~FEERES99.DOC 12/29/99 4:00 PM
18
RESOLUTION NO. 0 0 - 0 2
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF .
UNIVERSITY PARK, TEXAS, AUTHORIZING THE CITY MANAGER
TO EXECUTE A CONTRACT FOR THE PURCHASE OF ELECTRICAL
EQUIPMENT VAULTS AND OTHER ELECTRICAL EQUIPMENT;
MAKING FINDINGS EXEMPTING SUCH CONTRACT FROM THE
REQUIREMENTS OF COMPETITIVE BIDDING; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the City is engaged in the reconstruction of Lover's Lane; and
WHEREAS, the project includes the undergrounding of aerial utilities along Lover's
Lane; and
WHEREAS, it is necessary that the City purchase various electrical materials on an
emergency basis so as to not delay reopening of Lover's Lane; and
WHEREAS, some of the items necessary are available from only one source because of
patents, copyrights, secret processes, or natural monopolies, and the remaining items are
necessary to preserve and protect the public safety by reducing the length of closure of Lover's
Lane; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City Council finds and determines that the above
conditions exist and that it is necessary to procure the items listed in Exhibits "A" and "B",
attached hereto and made part hereof for all purposes, the same as if fully copied herein, without
complying with the competitive bidding requirements of Chapter 252 of the Local Government
Code because a portion of such equipment may only be procured from a single source, and
because the balance of the items are necessary to reduce the time of closure of Lover's Lane to
preserve and protect the public safety
SECTION 2. That the City Manager be, and he is hereby, authorized and directed to
execute a contract with Brooks/Oldcastle for the purchase of equipment vaults and related
31318
APPROVED AS TO FORM:
appurtenances, described in Exhibit "A" in the amount of approximately $50,000.00, and to
purchase the remaining materials listed in Exhibit "B" for the undergrounding project, in the
approximate amount of $75,000, based on the best quotations received from qualified vendors..
SECTION 3. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the 1st day
of February, 2000. h
APPROVED:
HAROLD PEEK, MAYOR
ATTEST:
I~I~fi~O~ECR~TARY
CITY ATTORNEY
(RLD/1-26-O0)
31318
01/28/00 V~D 12:48, FAX 214 987 5499 UNIVERSITY PARK
T-aB6 P. DZ/OZ F-ir46
~004
TXU El~c~ic & G~s
706 Con, frieze S~reez
~ ;a~ias, TX 75201
Mr. Richard Ashle~
City Electrician
City or University Park
4420 Worcola
Dallas, Texas 75206
January 25, 2000
RE: Underground Material for Lovers Lane
Mr. Ashley,
Per your request I am suppling this letter to Inform you that Brooks/Oldcastle in
Mansfield,Texas is the single source supplier for TXT. I Electric for the following materials.
4'X8' precast concrete pull boxes; precast 2-way, 3-way & 4-way manholes; 36"
precast neck sections in 6" 12" 18'* 24*' & 36" sizes; and 4 position. (6'XS'X6' in-qide al]hit.)
and 6 position (8'XS'X6' inside dim.) precast visca-gear subsurvnce vaults & fabricated
covers all per TXU specifications.
H you have any questions please call me at 214-812-7876
cc: file
Sr. Engineering Aialyst
Mehm Major Design
'00 12:09 214 989 5499 PAGE.04
0~/26/00 WED 12:48 FAX 2~4 987 5499
UNIVERSITY PARK
O06
City of unive"rsity Park
Warehouse
Lovers Lane Materials Bid Sheet '
All Conduit to be TYpe DB TC-6 DB-601 ASTM F-512 90 degrees centigrate.
PVC Conduit Count Amount Each Total
2" X 20' '170 pcs.
3- X 20' 35 pcs.
4" X 20' 390 pcs. .-
5" X 20' 105 pcs.
6" X 20' 86 pcs.
All Bends to be Type DB TC-6 DB-601. ASTM F-512 90 degrees centigrate.
Bends Count Amount Each Total
90 degree 36" radius
2" 61
3" 32
4" 60
6" ,5
45 degree 36" radiUs
2" 2
:3" 0
4" 50
5" 20
6" 4
Jim Gau Jr.
.21.~987- .5440
214 98? 5499 PRGE.06
0172~/~00 WED 12:49 FAX 214 987 5499 UNIVERSITY PARK
·" City of University Park
Warehouse
Couplers Count Amount Each :Total
2" 100
3" 50
~5" 40
6" 20 . .
G. I, Conduit count Amount Each Total .
90 degree 36" radius
6" 5
G.I. To PVC Femal6 Adapters
2" 0
4" 8
6" ,5
G.I. Risers Count Amount Each Total
2"X10' GaN. Pipe 6
4"X10' GaN. Pipe 6
6"X10' Galv. Pipe 5
~007
Jim Gau Jr.
214-987-5440
2
JAN 26 '00 12:1~9 214 98? 5499 PACE.B?
01/26/00 WED 12:49 FA]( 214 987 5499 UNIVERSITY PARK
City of University Park
Warehouse
Conduit Spacers C,,arlon Snap Lock Spacers
Snap Lock Spa~ers Count Amount Each Total
Base
4'; 4'; X 3" #S288NLN 772
5" 5" X 3'"' #S288PLN 543
6" 6" X 3" #S288RLN 456
Intermediate
4" 4"X3" #S289NLN 126
5" 5"X3" #S289PLN 156
6" 6"X3" #S289RLN 216
PVC Cement
Carlon Ali Weather 'Quick Select' Clear Solvent Cement
Cement Count Amount Each Total
Ot Cans #VC-9982 40
Pull Tape
Mule Tape 2500# X 3000' , i2,
'~oo8 -
Jim Gau Jr.
214-987-5440
3
JAN 26 '00 12:10
214 9B7 5499
PAGE.OB
ROBERT L. DILLARD III
ROBERT E. HAGER
PETER G. SMITH
DAVID M. BERMAN
NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P.
Attorneys & Counselors at Law
1800 Lincoln Plaza
500 North Akard
Dallas, Texas 75201
(214) 965-9900
Fax (214) 965-0010
E-mail NJDHS @NJDHS.com
January 26, 2000
JOHN f. ROEHM
JASON C. MARSHALL
J. DAVID DODD tll
ROBERT L. DILLARD, JR.
H. LOUIS NICHOLS
LAWRENCE W. JACKSON
OF COUNSEL
Via Facsimile 214-987-5499
Bud Smallwood
Director of Public Works
City of University Park
3800 University Blvd.
Box 8005
Dallas, Texas 75205-0005
Dear Bud:
Enclosed please find a resolution which would authorize the emergency contracts with
Brooks/Oldcastle for the subsurface vaults and related equipment and would authorize the
manager to buy the other equipment and materials from qualified vendors, both without the
necessity of complying with the competitive bidding requirements of Chapter 252 of the Local
Government Code. You have advised me that the vaults are available only from a single source,
Brooks/Oldcastle, and that the other items are necessary to preserve the public safety by
hastening the reopening of Lovers Lane and the redistribution of traffic thereon. Please let me
know if you have any questions or if there are any changes or corrections necessary in the form
of this resolution.
Very truly yours,
NICHOLS, JACKSON, DILLARD,
HAG~R & SMITH, L.Ix,,,P'.
',,/ ;' /
Robert L. Dillard, III
RLD/arw
cc: Nina Wilson
31325
RESOLUTION NO. 0 0-03
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS CALLING AN ELECTION ON
SATURDAY, MAY 6, 2000; FOR THE PURPOSE OF ELECTING A
MAYOR AND FOUR COUNCILMEMBERS; AND PROVIDING
EFFECTIVE DATE.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF UINIVERSITY PARK, TEXAS:
That the City Council of the City of University Park, Texas, hereby orders that an
election by held in the City of University Park, Texas, on the 6th day of May, 2000 to
elect a Mayor for a two (2) year term and four (4) Councilmembers for two (2) year
terms.
Section 1: That the candidate receiving a majority of all votes cast for Mayor shall be
elected for a two (2) year term and the (4) candidates receiving the highest number of
votes for Councilmember shall be elected for two (2) year terms.
The polling place for said election shall be the University Park City Hall, 3800
University Boulevard. The polls shall be open from 7:00 a.m. to 7:00 p.m.
None but legally qualified voters of the City shall be entitled to vote at said
election.
Section 2: Notice of said election shall be posted, not later than April 14, 2000 on the
bulletin board used to publish notice of City Council meetings. The person posting the
notice shall make a record at the time of posting stating the date and place of posting.
Notice of said election shall be published in the official newspaper of the City one
(1) time not earlier than April 6, 2000, and not later than April 26, 2000. The City
Secretary shall secure affidavits of publication from the official newspapers giving a
record of the date and fact of publication.
Section 3: Peggy Wildman is hereby appointed Presiding Election Judge and Mardi
Jones is hereby appointed Alternate Presiding Election Judge. The Presiding Election
Judge shall appoint two (2) election Clerks and as many additional Clerks as are
necessary for the proper conduct of the election. All Judges and Clerks shall be qualified
voters of the City.
Section 4: Early voting for the election shall be held at the office of the City Secretary at
the City Hall on April 19, 2000 to May 2, 2000 between the hours of 8:00 a.m. and 5:00
p.m.
Section 5: After holding the election, the Presiding Election Judge shall promptly deliver
returns to the City Secretary and to the Mayor, and the City Secretary shall thereafter
present such returns to the City Council for the convassing of said election. The
Presiding Election Judge and Alternate Presiding Election Judge and all Clerks appointed
by the Presiding Election Judge shall be paid the sum of Six Dollars ($6.00) per hour for
their services in conducting the election, and not exceeding pay for more than one (1)
hour of work before the polls open. The Election Judge or Clerk who delivers the
records, keys to the ballot box or voting machine, other election equipment, and unused
election supplies after the election shall be entitled to additional compensation in the
amount of Twenty-five Dollars ($25.00)
The election returns shall be convassed by the City Council not earlier that the 3rd
day or later than the 6th day after the Election Day at a time set by the Mayor. The City
Council shall convass the returns as provided by law and upon completion shall declare
the results, and the person receiving the majority of all votes cast for Mayor shall be
elected Mayor and the four (4) persons receiving the highest number of votes for City
Councilmember shall be elected. Such elected officers may enter upon their duties as
soon as they have qualified and taken the oath of office as provided by law.
PASSED AND APPROVED this 1 st day of February, 2000.
APPROVED:/j,a~:
Mayor
APPROVED AS TO FORM:
City Attorney
ATTEST:
Cit~.~rgt/ar~
RESOLUCION NO.
00-03
UNA RESOLUCION DEL CONCEJO MUNICIPAL DE LA CIUDAD DE
UNIVERSITY PARK, LLAMANDO UNA ELECCION EL SABADO, 6 DE MAYO
DE 2000, CON EL FIN DE ELEGIR A UN ALCALDE Y A CUATRO
CONCEJALES; Y ESTIPULANDO UNA FECHA VIGENTE.
AHORA, POR CONSIGUIENTE, ES RESUELTO POR EL CONCEJO
MUNICIPAL DE LA, CIUDAD DE UNIVERSITY PARK, TEXAS:
Que el Concejo Municipal de la Ciudad de University Park, Texas, por este medio
ordene que se lleve a cabo una eleccion en la Ciudad de University Park, Texas, el 6 de
mayo de 2000, para elegir a un Alcalde para desempenar el cargo por un periodo de dos
(2) anos y a cuatro (4) Concejales para desempenar el cargo por un periodo de dos (2)
anos.
Seccion 1: Que el candidate que reciba la mayoria de los votos dados para Alcalde sea
elegido para desempenar el cargo por un periodo de dos (2) anos y los cuatro (4)
candidatos que reciban la mayor parte de los votos dados para Concejales sean elegidos
para desempenar el cargo por un periodo de dos (2) anos.
E1 lugar para votar en dicha eleccion estara en la Municipalidad de University
Park, 3800 University Boulevard. El lugar de votos estara abierto desde las 7:00 de la
manana hasta las 7:00 de la noche.
Nadie mas que los votantes legales y calificados de la Cuidad tendran el derecho
de votar en dicha eleccion.
Seccion 2: Se fijara aviso de dicha eleccion no mas tarde que el 14 de abril de 2000, en
el tablon donde se colocan anuncios empleado para publicar aviso de reuniones del
Concejo Municipal. La persona encargada de fijar el aviso anotara al colocarlo
declarando la fecha y lugar del anuncio.
Se publicara el aviso de dicha eleccion en los periodicos oficiales de la Ciudad
una. (1) vez no antes del 6 de abril de 2000 no despues del 26 de abril de 2000. E1
Secretario Municipal afirmara un afidavit de publicacion de los periodicos oficiales
dando informe de fecha y hecho de publicacion.
Seccion 3: Peggy Wildman es nombrado por este medio Juez Actuante de Eleccion y
Mardi Jones es nombrada por este medio Juez Actuante Suplente de Eleccion. E1 Juez
Actuante de Eleccion nombrara a dos (2) Escribientes electorales y a tantos mas
Escribientes como sea necesario para llevar a cabo adecuadamente la eleccion. Todos los
Jueces y Escribientes seran votantes calificados de la Ciudad.
Seccion 4: Se llevaran a cabo los primeros votos de eleccion en la oficina del Secretario
Municipal en la Municipalidad el 19 de abril de 2000, al 2 de mayo de 2000, entre las
horas de las 8:00 de la manana y las 5:00 de la tarde.
Seccion 5: Despues de llevar a cabo la eleccion, el Juez Actuante de Eleccion
rapidamente llevara los resultados al Secretario Municial y al Alcalde, y el Secretario
Municipal de alii en adelante presentara dichos resultados al Concejo Municipal para el
escmtinio de dicha eleccion. Se pagara al Juez Actuante de Eleccion y al Juez Actuante
Suplente de Eleccion y a todo Escribiente nombrado por el Juez Actuante de Eleccion el
total de Seis Dolares ($6.00) por hora por su trabajo en llevar a cabo la eleccion, y no
sobrepasando pago por mas de una (1) hora antes de abrirse el lugar de votos. El Juez de
Eleccion o Escribiente que entregue los documentos, las llaves de la urna electoral o
aparato para votar, otro equipo electoral, y surtidos de eleccion no usados despues de la
eleccion tendra el derecho de recibir recompensa adicional en la cantidad de Viente y
Cinco Dolares ($25.00).
Los resultados de la eleccion seran examinados por el Concejo Municipal no mas
antes del 3 dia ni despues del 6 dia a partir del dia de eleccion a la hora nombrada por el
Alcalde. E1 Concejo Municipal examinara los resultados como se estipula por ley y al
cumplirlo declarara los resultados finales, y la persona que reciba la mayoria de los votos
dados para Alcalde sera elegido como Alcalde y las cuatro, (4) personas que reciban la
mayor cantidad de los votos para desempenar el cargo de Consejal se delcarara elegido.
Dichos elegidos oficiales podran empezar a desempenar sus cargos tan pronto como sean
calificados y hayan prestado juramento al asumir su cargo como estipulado por ley.
APROBAI)A Y ACEPTADA este dia 1 de Febrero de 2000.
ALCALDE
Ciudad de University Park, Texas
ATESTIGUO: . ~
~E~.~RETA,~ ~IPAL
Ciuda-d-3-e'University Park, Texas
RESOLUTION NO. 0 0-0 4
RESOLUTION OF THE CITY OF UNIVERSITY PARK SUSPENDING THE
EFFECTIVE DATE OF TXU ELECTRIC'S PROPOSED TARIFF REVISIONS TO
PERMIT THE STEERING COMMITTEE OF CITIES SERVED BY TXU ELECTRIC
TIME TO STUDY AND MAKE RECOMMENDATIONS REGARDING THE
PROPOSED CHANGES
WHEREAS, on or about January 25, 2000 TXU Electric filed with the City of
University Park its request to close, modify or delete certain retail tariffs effective March
1, 2000; and
WHEREAS, it is reasonable for the City of University Park to cooperate with
other cities in a review of TXU Electric' s application and to allow sufficient time for the
Steering Committee of Cities Served by TXU Electric to make recommendations on how
to address the Company's filing; and
WHEREAS, PURA § 36.108(a)(1) grants local regulatory authorities the right to
suspend the effective date of proposed rate changes for up to 90 days.
THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
1. That the effective date of the tariff changes submitted by TXU Electric on or
about January 25, 2000 is suspended until May 30, 2000 to permit adequate time to
review the proposed changes.
2. That a copy of this suspension resolution be sent to the local representative of
TXU Electric.
Mayor Harold Peek
RESOLUTION NO. 00-05
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS
AUTHORIZING THE MAYOR TO EXECUTE A JOINT
ELECTION AGREEMENT AND AN ELECTION SERVICES
CONTRACT FOR THE GENERAL MUNICIPAL ELECTION OF
CITY OFFICIALS TO BE HELD ON MAY 6, 2000; AND
DECLARING AN EFFECTIVE DATE.
WHEREAS, the City Council of the City of University Park, Texas on February
1, 2000 called the General Municipal Election of City Officials to be held May 6, 2000
for the purpose of electing a Mayor and four (4) Councilmembers; and
WHEREAS, the City Council proposes to enter into a joint election agreement
with the Dallas County Park Cities Municipal Utility District for the May 6th election;
and
WHEREAS, the City Council proposes to contract with Dallas County for the
Dallas County Elections Department to administer the joint election;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL, OF THE
CITY OF UNIVERSITY PARK, TEXAS
SECTION I
That the Mayor, with concurrence of the City Council, is hereby authorized to
execute a Joint Election Agreement and Election Services Contract in substantially the
form and substances of Exhibit "A" attached hereto and incorporated herein for all
purposes.
SECTION II
That this resolution shall take effect immediately upon its passage and approval as
provided by law.
DULY RESOLVED by the University Park City Council on this the 16th day of
February, 2000. /~ ~
H~ol~ Peek, Mayor
ATTEST:
~i~i'laTon, C~ty ~ecretary
RESOLUTION NO. 0 0- 6 ' ~'
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AUTHORIZING THE CITY MANAGER
TO EXPEND FUNDS FOR THE CONSTRUCTION OF UTILITY
IMPROVEMENTS IN CONNECTION WITH A DEVELOPMENT
AGREEMENT WITH SOUTHERN METHODIST UNIVERSITY FOR
THE AIRLINE-DUBLIN CONNECTION STREET; MAKING FINDINGS
EXEMPTING SUCH CONTRACT FROM THE REQUIREMENTS OF
COMPETITIVE BIDDING; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City has entered into a Development Agreement with Southern
Methodist University for construction of the Airline-Dublin connection street and associated
utilities contemplated by a previous Development Agreement; and
WHEREAS, the project includes the relocation or addition of utilities at the City's
expense; and
WHEREAS, it is necessary that the City pay for the utilities work in coordination with
the University's contract for construction of the street on its property so as to not delay opening
of the connection street; and
WHEREAS, the utility work is necessary to preserve and protect the public safety by
reducing the length of the project, more than ninety per cent of the cost of the project will be paid
directly by the University, and the payment of the City's portion is required by the developer
participation agreement for construction of the public improvements; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City Council finds and determines that the above
conditions exist and that it is necessary to authorize the City Manager to expend funds for the
utility work required by the construction of the Airline-Dublin connection street by the
University without complying with the competitive bidding requirements of Chapter 252 of the
Local Government Code.
31957
SECTION 2. That the City Manager be, and he is hereby, authorized and directed to
expend funds with a reputable contractor of his selection for the utility work required by the
construction of the connection street in the amount of approximately $70,000.00.
SECTION 3. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the 7th
day of March, 2000.
APPROVED:
HAROLD PEEK, MAYOR
.~_~A~PROVED AS TO FORM:
CITY ATTORNEY
(RLD/2-24-00)
ATTEST:
NIN~_IL,~N, CI'~I~ SECRETARY
31957
RESOLUTION NO. 00-7
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, WAIVING ITS RIGHT TO APPLY
FOR THE JUVENILE ACCOUNTABILITY INCENTIVE BLOCK
GRANT AND REQUEST THAT DALLAS COUNTY BE
AWARDED THE GRANT.
WHEREAS, the Federal Appropriations Act for 1998 created the Juvenile
Accountability Incentive Block Grant (JAIBG) for the purpose of providing funds to
State and local governments to develop programs that promote greater accountability in
the juvenile justice system; and
WHEREAS, the Office of the Governor, Criminal Justice Division (CJD),
administers the JAIBG for the State of Texas and has notified City of University Park of
an award of $7,399.00; and
WHEREAS, the award of JAIBG funds required a ten percent local cash match,
which will total $740.00 for City of University Park; and
WHEREAS, recent community planning efforts have identified the need of
improved coordination among jurisdictions and branches of the juvenile justice system,
especially in the area of information collection and sharing; and
WHEREAS, qualifying units of local government may waive their right to their
awards and request those funds be awarded to and expended for their benefit by a larger
or contiguous unit of local government; and
WHEREAS, jurisdictions within Dallas County wish to collaborate in using
JAIBG funds to develop and implement an integrated data processing system linking law
enforcement, prosecutors, probation officials and Child Protective Services; and
WHEREAS, Dallas County shall serve as lead agency for the project and will
submit a consolidated application for JAIBG funding to CJD; and
WHEREAS, City of University Park desires to: 1) waive its right to apply for the
JAIBG and requests that its Grant be awarded to Dallas County to be expended for its
benefit by participating in the collaborative effort; and, 2) authorizes Dallas County to
submit a consolidated application for JAIBG funding to CJD for the purpose of
developing and implementing an integrated data processing system; and
WHEREAS, the City of University Park agrees to provide the required ten
percent cash match, totaling $740.00, to the collaborative effort; and
WHEREAS, the City of University Park agrees to participate in the Juvenile
Crime Enforcement Coalition created by Dallas County by appointing one or more
representatives to serve on that coalition.
IT IS THEREFORE RESOLVED that the City of University Park hereby
waives its right to apply for funding under the Juvenile Accountability Incentive Block
Grant and requests that its Grant be awarded to Dallas County, which will submit a
consolidated application to the State of Texas, Office of the Governor, Criminal Justice
Division, for funding under the Juvenile Accountability Incentive Block Grant.
DULY PASSED by the City Council of the City of University Park, Texas, on the
23rd day of March, 2000.
APPROVED AS TO FORM:
CITY ATTORNEY
APPROVED:
MAYOR
ATTEST:
RESOLUTION NO. 00-8
RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS DENYING THE
APPLICATION OF TXU ELECTRIC TO CLOSE, MODIFY OR DELETE
CERTAIN TARIFFS
WHEREAS, on or about January 25, 2000 TXU Electric filed an application with
the City of University Park to close, modify or delete certain retail tariffs effective March
1, 2000; and
WHEREAS, the City of University Park passed a resolution suspending the
effective date of TXU Electric's application until May 30, 2000; and
WHEREAS, the Public Utility Commission of Texas (PUC) has determined that
it lacks authority to close or delete tariffs during a statutorily imposed rate freeze; and
WHEREAS, the PUC's Administrative Law Judge in charge of the Docket No.
22051, TXU Electric's application to implement its proposed tariff changes in
unincorporated areas, has proposed that the PUC dismiss the Company's application.
THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF UNIVERSITY PARK, TEXAS:
1. That the relief requested by TXU Electric be denied.
2. That a copy of this resolution be sent to the local representative of TXU
Electric.
DULY PASSED by the University Park City Council on this the 17th day of May,
2000.
APPROVED:y~...j,/ /~'i.
HAROLD PEEK, MAY~R
ATTEST:
I~IN~'~'L"rS O~Y SECRETARY
RESOLUTION NO. 00-9
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS,
AFFIRMING AN AGREEMENT WITH THE CITIES OF ADDISON,
RICHARDSON AND HIGHLAND PARK REGARDING THE SELECTION
PROCESS FOR A SHARED MEMBER TO THE DALLAS AREA RAPID
TRANSIT (DART) BOARD OF DIRECTORS; AND AUTHORIZING THE
MAYOR TO APROVE A CANDIDATE FOR BOARD MEMBER.
WHEREAS, Resolution No.94-8 of the City Council of the City of University Park
establishes a method for creation of and appointment to a shared position on the DART
Board of Directors; and
WHEREAS, it is the desire of the University Park City Council to continue using the
method established in Resolution No. 94-8; and
WHEREAS, the City of Richardson has submitted the name of Raymond D. Noah as the
individual to serve in this position; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1: That the City Council of the City of University Park is authorized to approve
the appointment of Raymond D. Noah to the DART Board of Directors as nominated by the
City of Richardson.
SECTION 2: That the other provisions of Resolution No. 94-8 continue to apply.
SECTION 3: This Resolution shall take effect immediately from and after its adoption.
DULY PASSED AND APPROVED by the City Council of the City of University
Park, Texas, on this the 21 st: day of June 2000.
APPROVED:
HAROLD PEEK, MAYOR
ATTEST:
RESOLUTION NO. 00-].0
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, REQUESTING THE TEXAS MUNICIPAL
LEAGUE TO OPPOSE LEGISLATIVE INITIATIVES WHICH WILL HAVE
DETRIMENTAL EFFECTS ON THE PROVISION OF 9-1-1 SERVICES
BY THE CITY OF UNIVERSITY PARK; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the City of University Park is a municipal corporation operating under home
rule city authority; and
WHEREAS, 9-1-1 service fees are set by the City Council and are used solely to fund 9-
1-1 related services; and
WHEREAS, the City of University Park operates its 9-1-1 system with no oversight from
any state agency; and
WHEREAS, the Subcommittee on 9-1-1 Emergency Communications of the Senate
Economic Development Committee is considering possible oversight measures which could
negatively impact the operation of the City's 9-1-1 service; and
WHEREAS, State oversight creates another level of bureaucracy resulting in
inefficiency; and
WHEREAS, the best form of government is that which is closest to the people and the
City of University Park wishes to maintain its autonomy and authority to operate its 9-1-1 system
in the best interest of its citizens; and
WHEREAS, it is desirable to have assistance from the Texas Municipal League in
opposing legislative initiatives which will have detrimental effects on the provision of 9-1-1
services by the City of University Park.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK:
SECTION 1. That the City of University Park respectfully requests the Governing
Board of the Texas Municipal League to direct its staff to assist the City of University Park and
all other municipalities operating 9-1-1 emergency service systems independent from the State
9-1-1 program in opposing legislative efforts which would diminish the authority of these
municipalities to operate 9-1-1 emergency service systems.
SECTION 2. That this resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
34904
DULY PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY
UNIVERSITY PARK, TEXAS, THE 19'l'l:[DAY OF ,3'I~]'.¥ , 2000.
APPROVED:
HAROLD PEEK, MAYOR
APPROVED AS TO FORM:
Robert L. Dillard, II1., City Attorney
(RLD 7/10/00)
I~N~I~', C--~T~ETA RY
OF
34904
RESOLUTION NO. 0 O- 1~
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING THE 2000 APPRAISAL ROLL OF THE DALLAS
CENTRAL APPRAISAL DISTRICT FOR THE CITY; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the City's assessor and collector of taxes has submitted to the City
Council the 2000 tax appraisal roll compiled by the Dallas Central Appraisal District; and
WHEREAS, the City Council is of the opinion that the 2000 appraisal roll should
be approved and adopted;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF UNIVERSITY PARK, TEXAS:
SECTION 1. That the 2000 appraisal roll for the City of University Park, as
presented by the Dallas Central Appraisal District, be, and the same is hereby, approved
and adopted in all respects showing a total appraised property value of $3,901,375,430,
new property added to the tax roll of a taxable value of $92,751,848, and a total taxable
value of property, after exemptions, for 2000 of $2,897,412,311.
SECTION 2. This Resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on
the 1ST day of AUGUST ,2000.
,0 FORM: f-~
CITY ATTORNEY
(RLD/7-28-00)
APPROVED://tg.A.~ ~
HAROLD PEEK, MA'YOR
ATTEST:
tnllN~ W~O~Y SECRETARY
19857
RESOLUTION NO. 0 0-12
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AMENDING THE INVESTMENT POLICY
OF THE CITY OF UNIVERSITY PARK HERETOFORE ADOPTED BY
RESOLUTION NO. 99-3; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Public Funds Investment Act, as amended, requires the City to adopt an
investment policy by rule, order, ordinance or resolution, and to review such policy not less than
annually; and
WHEREAS, the Public Funds Investment Act, as amended, requires the Treasurer, the
Chief Financial Officer, and the Investment Officers of the City to attend investment training;
and
WHEREAS, the City of University Park approves of the investment training courses
sponsored by the Texas Municipal League and other independent sources; and
WHEREAS, the Treasurer, the Chief Financial Officer, and the Investment Officers of
the City have attended investment training courses as required by the Public Funds Investment
Act; and
WHEREAS, the attached investment policy and incorporated revisions comply with the
Public Funds Investment Act, as amended, and authorize the investment of City funds in safe and
prudent investments; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City of University Park has complied with the
requirements of the Public Funds Investment Act, and the Investment Policy, as amended,
attached hereto as Exhibit "A" is hereby adopted as the Investment Policy of the City of
University Park, effective August 23, 2000.
SECTION 2. That the following individuals are hereby designated as Investment
Officers for the City of University Park: Kent Austin, Director of Finance; Bob Livingston, City
Manager; and, Judy Martin, Accounting Manager.
15386
SECTION 3. This resolution shall take effect from and after its passage, and it is
accordingly so resolved.
DULY PASSED AND APPROVED by the City Council of the City of University Park,
Texas, on the 23rd day of August, 2000.
APPROVED: /~~
HAROLD PEEK, MAYOR
APPROVED AS TO FORM:
CITY ATTORNEY
ATTEST:
15386
RESOLUTION NO. 00-13
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, SUPPORTING THE PASSAGE OF ENABLING LEGISLATION FOR
PHOTOGRAPHIC RED LIGHT ENFORCEMENT IN THE 77TH TEXAS LEGISLATURE;
AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, the disregard of traffic signals cause 260,000 accidents annually in
the United States which accounts for twenty-two percent (22%) of all motor vehicle
crashes, making it the largest single accident cause; and
WHEREAS, the disregard of traffic signals or stop signs accounted for 28,019
accidents in Texas in 1998, of which 191 involve fatalities; and
WHEREAS, North Texas, and specifically Dallas area cities, ranks sixth in the
nation for red light violation fatalities; and
WHEREAS, area law enforcement agencies have joined together in a
coordinated effort to reduce the number of red light runners through a campaign called
CRASH (Campaign to Reduce Accidents on our Streets and Highways) by adopting a
zero-tolerance enforcement policy against red light and other intersection violations;
WHEREAS, photographic traffic signal enforcement techniques have been used
worldwide for over forty years; and
WHEREAS, currently in the United States only ten states have laws that permit
photographic enforcement and the statistics from these states show that the number of
red light accidents and fatalities have been significantly reduced since these laws were
enacted;
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City Council recognizes that a traffic signal violation
epidemic exists in the state of Texas, and recognizes that photographic traffic signal
enforcement is a proven and effective method to address this problem.
SECTION 2. That the City Council hereby supports the passage of enabling
legislation for photographic traffic signal enforcement in the 77th Texas Legislature and
encourages other local and State government officials to support this important issue.
SECTION 3. This resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the
23RD day of August, 2000.
APPROVED:
I~AYOR
APPROVED AS TO FORM: ~
ROBERT L. DILLARD, II1., CITY ATTORNEY
ATTEST:
2
RESOLUTION NO. 0 0-14
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, AMENDING RESOLUTION 00-1; DELETING SECTION 12,
DRAINAGE FEE, FROM ARTICLE II, BUILDING AND ZONING; AND PROVIDING
AN EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That Resolution No. 00-1 of the City of University Park, Texas, the
Master Fee Resolution, be, and the same is hereby, amended by deleting section 12, "Drainage
Fee", from Article II, "Building and Zoning".
SECTION 2. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the
5th dayof September ,2000.
~_.__A_PPROVED AS TO FORM: r'-~
City Attorney
(RLD/8-23-00)
APPROVED:
Harold Peek, Mayor
ATTEST:
/~i~W~o%, Cl~retary
35676
RESOLUTION NO. 00-15
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, AMENDING RESOLUTION 00-1 AMENDING SECTION 1,
RESIDENTIAL GARBAGE COLLECTION FEES, ARTICLE V "SANITATION", BY
ADDING A FEE FOR TRASH COLLECTION FROM RESIDENTIAL
CONSTRUCTION SITES; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That Resolution No. 00-1 of the City of University Park, Texas, the
Master Fee Resolution, be, and the same is hereby, amended by adding to Article V :Sanitation",
Section 1, Residential Garbage Collection fees, the following:
"A one-time fee of $150.00 for garbage collection services will be charged at the time of
issuance of a building permit for residential construction where the property will not be occupied
during any or all of the construction, such as for new homes or major remodels. Garbage
collection services will be rendered to the property during construction as part of the regular
collection service to the area. (Ch. 3, Sec. 3.103(7))"
SECTION 2. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
36270
DULY PASSED by the City Council of the City of University Park, Texas, on the
3rd day of October ., 2000.
APPROVED:
Harold Peek, Mayor
APPROVED AS TO FORM:
City Attorney
(RLD/9-26-00)
ATTEST:
Nin W~_ i'ls~n,~-~ity'<Ke~-recret ary --
36270
RESOLUTION NO. 00-16
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AUTHORIZING THE CITY MANAGER
TO EXECUTE A CONTRACT FOR THE EMERGENCY REPAIR OF A
SANITARY SEWER MAIN IN THE 4400 AND 4500 BLOCKS OF THE
ALLEY BETWEEN EMERSON AND UNIVERSITY; MAKING
FINDINGS EXEMPTING SUCH CONTRACT FROM THE
REQUIREMENTS OF COMPETITIVE BIDDING; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the sanitary sewer line between the 4400 and 4500 blocks of Emerson and
University has collapsed in numerous places; and
WHEREAS, such condition constitutes a/public health hazard and potential violations
of State and federal regulations; and
WHEREAS, it is necessary that the City contract for the repair of such sanitary sewer
main on an emergency basis so as to abate such public health hazard; and
WHEREAS, it is necessary to enter into a contract for such repair without the time delay
of competitive sealed bids to preserve and protect the public health; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City Council finds and determines that the above
conditions exist and that it is necessary to contract for emergency sanitary sewer repairs without
complying with the competitive bidding requirements of Chapter 252 of the Local Government
Code to preserve and protect the public health of the residents of the City.
SECTION 2. That the City Manager be, and he is hereby, authorized and directed to
execute a contract with a qualified contractor for the emergency repair of the sanitary sewer main
in the alley between the 4400 and 4500 blocks of Emerson and University in the amount of
approximately $400,000.00.
36290
SECTION 3. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the 18 t:h
day of October, 2000.
APPI~OVED:
HAROLD PEEK, MAYOR
CITY ATTORNEY
(RLD/9-28-00)
ATTEST:
./
36290
RESOLUTION NO. 0 0-1 ?
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS, WAIVING ITS RIGHT
TO APPLY FOR THE JUVENILE ACCOUNTABILITY INCENTIVE BLOCK GRANT
AND REQUEST THAT DALLAS COUNTY BE AWARDED THE GRANT.
WHEREAS, the Federal Appropriations Act for 1998 allocated $250,000,000 to the
Juvenile Accountability Incentive Block Grant (JAIBG) for the purpose of providing funds to
State and local governments to develop programs that promote greater accountability in the
juvenile justice system; and
WHEREAS, the Office of the Governor, Criminal Justice Division (CJD) will administer
the JAIBG for the State of Texas and has notified the City of University Park, Texas of an award
of $6,926.00; and
WHEREAS, the award of JAIBG funds requires a ten percent local cash match, which
will total $770.00 for the City of University Park, Texas; and
WHEREAS, recent community planning efforts have identified the need for improved
coordination among jurisdictions and branches of the juvenile justice system, especially in the
area of information collection and sharing; and
WHEREAS, a qualifying unit of local government may waive its right to its award and
request those funds be awarded to and expended for its benefit by a larger or contiguous unit of
local government; and
WHEREAS, jurisdictions within Dallas County wish to collaborate in using JAIBG funds
to develop and implement an integrated data processing system linking law enforcement,
prosecutors, probation officials, schools and social service providers; and
WHEREAS, Dallas County shall serve as lead agency for the project and will submit a
consolidated application for JAIBG funding to CJD; and
WHEREAS, the City of University Park, Texas desires to waive its right to apply for and
requests that its award be awarded to Dallas County to be expended for its benefit by
participating in the collaborative effort and the City of University Park authorizes Dallas County
to submit a consolidated application for JAIBG funding to CJD for the purposes of developing
and implementing an integrated data processing system; and
WHEREAS, the City of University Park, Texas agrees to provide the required ten
percent cash match, totaling $770.00, to Dallas County for the collaborative effort; and
WHEREAS, the City of University Park, Texas agrees to participate in the Juvenile
Crime Enforcement Coalition created by Dallas County by appointing one or more
representatives to serve on that coalition.
IT IS THEREFORE RESOLVED that the City of University Park, Texas hereby waives
its right to apply for funding under the Juvenile Accountability Incentive Block Grant and
requests that its award be awarded to Dallas County, who will submit a consolidated application
to the State of Texas, Office of the Governor, Criminal Justice Division, for funding under the
Juvenile Accountability Incentive Block Grant program for the purposes of developing and
operating an integrated data processing system for juvenile offender cases in Dallas County and
the City of University Park, Texas agrees to provide the required ten percent cash match of
$770.00 to Dallas County for the project. The City of University Park, Texas further agrees to
participate in the Juvenile Crime Enforcement Coalition created by Dallas County by appointing
Police Chief Gary Adams or his designee to serve on that coalition.
DULY PASSED by the City Council of the City of University Park, Texas, on the 12th day
of December, 2000.
APPROVED:
CITY ATTORNEY
ATTEST:
City o~'University Park
December 6, 2000
Commissioner Mike Cantrell
Dallas County Road and Bridge District 2
715 Rowlett Road
Garland, TX 75043
RE: Intent to Participate in the Dallas County JAIBG Collaboration
Dear Commissioner Cantrell:
Please allow this letter to confirm the intent of the City of University Park to continue to
participate in the Dallas County JAIBG Collaboration. We will waive our application for a
separate grant and authorize Dallas County to apply on our behalf for FY 2000 JAIBG
funding of $6,926.00. The City of University Park will be responsible for providing to
Dallas County a cash match of $770.00 and will participate in the Dallas County Juvenile
Crime Enforcement Coalition. A formal application waiver and resolution will be
provided to Dallas County upon approval of our governing body.
Sincerely,
City Manager
3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS 75205-1711 TELEPHONE (214) 363-1644
JAIBG
APPLICATION WAIVER
oooooooooooooooooooooooooooooeoooeeoooooo
Eligible apRlicants for block grant funds may waive their right to apply for a direct grant of
funds. This can be done in two ways. Please indicate below which option the city wishes to
choose and have the Authorized Official (the Mayor, City Manager or County Judge) sign in the
appropriate location. If there are any questions or if assistance is needed, please call Nicole
Livesay at 512/463-6472.
Please read the following carefull~ check the appropriate box.
The City of University Park, Texa~vaives application for funds available under theJAIBG.
(Name of dry, county or Native American tribal government)
It is understood that the Criminal Justice Division of the Governor's Office may use the funds
earmarked for the above named jurisdiction to provide eligible services to combinations of
local governments that are not eligible to receive their own separate grant.
Signat,;:'e of Au'thorized Official Dhte
eeeeeeeeeeeeeeeee OR eeeeeeeeeeeeeeeeeeee
The City of University Park~ Texas waives its eligibility to apply for a separate grant,
(Name of dry, county or Native American tribal government)
but would like to designate Dallas County
(Name of jurisdiction to receive waived funds)
as the recipient of the
allocated amount. The governing board &the City of University Park,TX has passed a
(Name &jurisdiction waiving funds
Resolution that waives the right to apply, names Dallas County
(Name ofjurisdic6on to recerve waived funds)
as the
designee for the waived funds, agrees to participate in theJuvenile Crime Enforcement Coalition
OCEC) created by the designee and names the representatives to serve on the designee'sJCEC.
The City
(Name ofjurisdictlon waiving funds)
to include in their application for thejAIBG funds.
f ^utl~orized Official
of University Park~ Texas has provided a copy of the Resolution to the designee
RESOLUTION NO. 01-1
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING A MASTER FEE SCHEDULE; REPEALING
RESOLUTION NO. 00-1, AS AMENDED; AND PROVIDING AN EFFECTIVE
DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. That Resolution No. 00-1, Master Fee Resolution, be, and the same is
hereby, repealed.
SECTION 2. That a new Master Fee Resolution Schedule, be, and the same is
hereby, adopted for the City of University Park. A true copy of the Master Fee Schedule
is attached hereto as Exhibit "A," and made a part hereof for all purposes, the same as if
fully copied herein.
SECTION 3. This Resolution shall take effect immediately from and after its
passage as the law and Charter in such cases provide, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the 2nd
day of January 2001.
APPROVED: /~
MAYOR
APPROVED AS TO FORM:
CITY ATTORNEY
ATTEST:
E/CRETARY
EXHIBIT A
MASTER FEE SCHEDULE
TABLE OF CONTENTS
I. Administrative Services
1. Health Permit
2. Rental of City Facilities
3. Permit to Paint House Numbers on Streets
4. Licenses for Dogs and Cats
5. Returned Check Charge
6. Photocopy Charges
7. Code of Ordinance Book or CD Charge
8. New Resident Packet Charge
II. Building and Zoning
1. Building Permits
2. Trade Permits (Mechanical/Electrical/Plumbing/Concrete)
3. Registration of Mechanical, Plumbing, or Irrigation Contractor
4. Registration of Electrician's License
5. Fence Permits
6. Lawn Sprinkler Permits
7. Pool/Spa Permits
8. Sign Permits
9. Automatic Fire-extinguishing System & Fire Alarm Permits
10. Filing Fees (Amending plats, license agreements, special sign, P&Z, BOA)
11. Real Estate and Tax Inquiries
12. House Moving Permit and Related Charges
13. Moving Temporary Buildings and Mobile Homes
14. Registration for License to Install Automatic Fire-Extinguishing Systems
15. Grass and Weed Mowing Fees and Liens
16. Certificate of Occupancy
17. Re-inspectionFee
III. Utilities
1. Water Meter Security
2. Reconnection of Water Service Following Cut-off£or Non-Payment of Bills
3. Emergency Water Cut-offService
4. Examination and Test of Meters
5. Meter Re-reads
6. Water Service
7. Conservation Surcharge
8. Sewer Service
9. Utility Service ConstructionFees
10. Sewer Rate Re-calculation
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Master Fee Schedule, Table of Contents Page two
IV. Public Safety and Judicial
1. Impounded Vehicles
2. Wrecker Service Fees
3. Ambulance (MICU) Service
4. Solicitor's License
5. Commission for Private Guards
6. Impoundment Fees for Animals
7. 9-1-1 Emergency Service Fee
8. Alarm Permit/DirectAlarm Monitoring
9. Hose Cabinet Fees
10. Fire Re-inspection Fees
V. Sanitation
1. Residential Garbage Collection
2. Brush and Tree Limb Collection
3. Appliance, Furniture, and Larg..e Item Collection
4. Commercial Garbage CollectiOn
5. Residential Construction Sites
6. Liquid Waste Transport
7. Yard Waste Bags
8. Transfer Station Fees
9. Recycling Fees
VI. Parks and Recreation
1. Goar Park Pavilion Reservation
2. Tennis Permits
3. Park and Playing Field Reservations for Filming
4. Playing Field Reservations
5. Park Reservations for Sports Clinics
6. Park Reservation Fees
7. Swimming Pool
VII. Commercial Filming Fees
1. Small Productions
2. Large Productions
3. Reimbursement of Personnel Costs
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ADMINISTRATIVE SERVICES
Health Permit (Ch. 6, Sec. 6.304)
An annual fee of one hundred and seventy-five dollars ($175.00) will be collected from
each food service establishment for a Health Permit issued by the City Secretary and
thereafter for the renewal of such permit.
Rental of City Facilities (Ch. 1, Art. 1.700)
Council Chamber
(1) Community-related groups which serve the youth or elderly shall be allowed the use
of the premises for ten dollars ($10.00) daytime use (8:00 a.m. to 5:00 p.m.) and
twenty dollars ($20.00) for evening use (5:00 p.m. to 11:00 p.m.).
(2) All other groups shall pay twenty-five dollars ($25.00) per daytime use and fifty
dollars ($50.00) for evening use.
Training Room & Conference Room
(1) Training Room- two hundred dollars ($200.00)
(2) Conference Room - one hundred & twenty-five dollars ($125.00)
Rental of city facilities shall be arranged with the City Secretary. No deposit shall be
required, but full payment shall be expected prior to the event. Cash or checks only shall be
received and must be in the City Secretary's office 24 hours in advance of the event to
maintain the reservation.
Permit to Paint House Numbers on Streets (Ch. 4, Sec.4.303)
A fee of fifty dollars ($50.00) for investigation shall be charged to any person applying for a
permit to paint house numbers on streets. The fee shall not be pro-rated and shall be paid at
the time the application is made and shall not be returned to the applicant regardless of
whether a permit is issued or not.
Licenses for Dogs and Cats (Ch. 2, Art. 2.600)
The owner of each dog or cat more than four (4) months old in the City shall obtain a
license for such dog or cat from the City Manager or his designee. At the time of
application for such license, the owner shall present a Certificate of Vaccination as specified
in the City Code and pay a licensing fee often dollars ($10.00) for each altered dog or cat
and twenty dollars ($20.00) for each unaltered dog or cat.
Returned Check Charge (Res. 93-16)
The maximum charge permitted under Texas law will be imposed by the City for the
collection of checks returned by the banks for the lack of funds when such checks are used
in payment to the City for deposits or obligations legally owed by the issuer of the said
returned checks. The Director of Finance will add the returned check charge to the other
obligations owed to the City by the issuer of the returned checks. The same charge shall be
applied to electronic funds transactions in which lack of funds prevents payment from being
made.
U: IMSTRFEESCHEDO1.DOC
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o
o
The Director of Finance, with the approval of the City Manager, may waive such charge if
the City was negligent in the cashing of the check or if special circumstances deem the
waiver as appropriate; however, in all cases of a waiver complete records must be made of
the reason for the waiver.
Photocopy Charges (Admin. Orde~ FNC- 10)
Article 6252-17a of the Texas Statutes allows the City to charge a reasonable fee to cover
the costs ofreproducingpublicdocuments for private use. The charge for reproducing such
documents will be based on the following guidelines:
(1)
REPRODUCTION CHARGES
a. The charge for photocopies up to 8.5" x 14" will be ten cents ($0.10) for
each page.
b. The charge to reproduce documents larger than 8.5" x 14" will be fifty cents
($0.50) or the actual cost incurred by the City in obtaining the reproductions.
c. The charge to reproduce documents stored on microfilm will be two dollars
($2.00) per page.
d. The charge to retrieve information from computer data storage banks will be
computed at the rate of one hundred dollars ($100.00) per hour of operator
time.
(2)
EXCEPTION:
The charges in section (1) do not apply to official publications normally offered to
the public free of charge.
(3)
ADDITIONAL CHARGES:
Requests that are for 50 or more pages will be subject to an additional fee to cover
processing costs. The fee will be computed at the rate of fifteen dollars ($15.00) per
hour.
Code of Ordinance Book or CD Charge
(1) The charge for the Code of Ordinances Book will be one hundred, fifty dollars
($150.00).
(2)
The charge for a CD-ROM of the Code of Ordinances will be twenty-five dollars
($25.00).
(3)
The entire University Park Zoning Ordinance may be purchased for twenty dollars
($20.00).
New Resident Packet Charge
The charge for a new Resident Packet shall be $15.00 to anyone other than a new resident.
There is no charge for a new resident.
U: ~IdSTRFEESCHEDO1.DOC
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II.
BUILDING AND ZONING
1. Building Permits (Ch. 3, Sec 3.103)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential $.95/s.f.
Non-residential 0.75% of valuation $75.00
(4) Additions, alterations, and repair fees:
Occupancy type Permit fee Minimum fee
Residential 1% of valuation $50.00
Non-residential 0.75% of valuation $75.00
(3) Demolition fees:
Occupancy type Permit fee
Residential $100.00
Non-residential $250.00
Trade Permits (Mechanical/Electrical/Plumbing/Concrete)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $75.00
Non-residential 2% of valuation $75.00
(2) Additions, alterations, and repair fees:
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $50.00
Non-residential 2% of valuation $75.00
Registration of Mechanical, Plumbing, or Irrigation Contractor
The registration fee for a mechanical, plumbing, or irrigation contractor shall be seventy-
five dollars ($75.00).
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o
Registration of Electrician's License (Ch. 3, Sec. 3.1007)
The fees for licensing of qualified electricians and electrical contractors shall be payable to
the City of University Park as set forth in the following table. The period for payment of fee
shall begin on January 1 st and end December 31st of the same calendar year. No Inspection
Permit will be issued, nor work authorized to permit the applicant thereof to enter into a
contract for or do any installation, maintenance or repair of any electrical work unless such
person has paid his annual registration fee as required by this subsection.
License type Annual fee
Electrical Contractor $75.00
Master Electrician $20.00
Journeyman Electrician $10.00
Fence Permits (Sec. 8-801, Zoning Ordinance)
Occupancy type Permit fee
Residential $50.00
Non-residential $100.00
Lawn Sprinkler Permits (Ch. 3, Sec. 3.2203)
Occupancy type Permit fee
Residential $50.00
Non-residential $150.00
Pool/Spa Permits (Ch. 3, Art. 3.8)
Permit type Permit fee
Pool $250.00
Spa $150.00
Sign Permits (Ch. 12, Sec. 12.203, 12.209)
(1) Fee for Sign Permit:
The permit fee to construct, erect, or renovate a sign shall be seventy-five dollars
($75.00).
(3) An Investigation Fee shall be collected in addition to the permit fee whenever any
sign for which a permit is required has been installed, replaced or altered without
first having obtained a permit. The investigation fee shall be two (2) times the
amount of the permit fee. The Investigation Fee shall be collected even if a permit
is not issued.
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10.
ll.
12.
Automatic Fire-ExtinguishingSystem & Fire Alarm Permits
Thc permit fcc for the installation of an Automatic Fire-extinguishing System or a fire
alarm system shall be one percent (1%) of thc valuation of the materials and labor involved.
Filing Fec for Amending Plats, License Agreements, Requests for Special Sign
Districts, and Submissions for Planning and Zoning Commission and Board of
Adjustment Hearings (Ch. 12, Sec. 12.103)
(1) The fee to be paid by applicants who request an amending plat from the Building
Division shall be one hundred fifty dollars ($150.00) per request.
(2)
The fee to be paid by applicants who request a license agreement from the City shall
be one hundred dollars ($100) per request.
(3)
The fee to be paid by applicants who request a special sign district shall be one
hundred dollars ($100) per request.
(4)
The fees to be paid by applicants who request a hearing before the Planning and
Zoning Commission shall be three hundred dollars ($300.00) per application.
(5)
The fees to be paid by applicants who request a hearing before the Board of Adjust-
ment shall be one hundred fifty dollars ($150) per application.
Real Estate and Tax Inquiries (Res. 85-9)
Employees of University Park shall not give out information relative to real estate
description or tax matters over the telephone to any commercial establishment. All
inquiries in regard to real estate descriptions, tax searching status, etc., shall be presented in
writing to the City and the City shall make a three dollar ($3.00) charge for each item
requested.
House Moving Permit and Related Charges (Ch. 3, Sec. 3.1701, 3.1705)
(1) The applicant shall pay a fee of fifty dollars ($50.00) to the City for the Moving
Permit
(2) The applicant shall reimburse the City of University Park for any personnel costs,
including overhead, directly related to providing assistance to the moving activity.
The building official may require a cash deposit at the time of application to ensure
partial or full payment of personnel costs. The hourly rate for each police officer
used for escort purposes is twenty-five dollars ($25.00) per hour.
(3) All fees shall be paid to the City at the time of application for Moving Permit. I_f
escort personnel have to return, the building official may require that an additional
cash deposit be paid before the house, building, or structure is to be moved.
13.
Moving Temporary Buildings and Mobile Homes (Ch. 3, Sec. 1705)
The permit fee for the movement of a mobile or temporary home within the University Park
city limits shall be five dollars ($5.00).
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14.
Registration Fee for License to Install Automatic Fire-ExtinguishingSystems
(Ch.5 Sec. 5.1300)
The fee for registration of a license shall be seventy-five dollars ($75.00) for Fire Sprinkler
Contractor.
15.
16.
17.
III.
Grass and Weed Mowing Fees and Liens (Ch. 6, Sec. 6.204, 6.205)
(1) Fees-Owners of property mowed to correct tall grass and weeds shall pay a fee
equal to the cost of mowing plus interest at six percent from the date of mowing.
(2) Liens-Property liens filed for non-payment of fees and interest for mowing tall grass
and weeds will include a legal and administrative fee of fifty dollars ($50.00).
Certificate of Occupancy (July 1998)
The fee for a Certificate of Occupancy shall be fifty dollars ($50.00). All new businesses
moving into the City are required to obtain a Certificate of Occupancy from the Building
Inspection division.
Re-inspection Fee
A Re-inspection Fee may be assessed for each inspection or re-inspection when such
portion of work for which inspection is called is not complete or when corrections called for
have not been made. Contractor must pay a Re-inspection Fcc of fifty dollars ($50.00) at
thc Building Inspection Department prior to a subsequent inspection being made
UTILITIES
Water Meter Security (Ch. 11, Sec. 11.303)
(1) Before water service is furnished to a consumer at any address, the consumer shall
be required, upon making application for such service, to deposit with the manager
of the utility billing office, deposits amounting to the following for each meter:
Meter size Status Fee
5/8" and 1" meters Homeowner occupied $35.00
5/8" and 1" meters Rental units $65.00
Meters larger than 1" All $75.00
Hydrant meter Refundable deposit $1,000.00
Hydrant meter Installation fee $40.00
(2)
The deposit for apartments or duplexes that are not individually metered will be
thirty-five dollars ($35.00) per unit. For example, the deposit for a four-unit
apartment will be one hundred forty dollars ($140.00).
(2)
In the case of business institutions, the manager of the utility billing office may
require a deposit equal to three times the average monthly bill on such premises.
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Reconnection of Water Service Following Cut-Off for Nonpayment of Water Bills
(Ch. 11, Sec. 11.306)
When water is cut off because of nonpayment, the manager of the utility billing office shall
not permit the water or sewer services to be resumed until the full amount delinquent, the
ten (10%) percent penalty, and a collection or reconnection charge of twenty dollars
($20.00) is paid. Such amount shall be paid at the utility billing office if reconnected during
normal office hours.
Emergency Water Cut-Off Service (Ch. 11, Sec. 11.307)
Whenever any consumer, owner or occupant of premises shall request the City to cut off his
water service at the meter for his convenience or due to the fact that his stop and waste or
house cut off is either nonfunctional or cannot be found, then the manager of the utility
billing office shall add a service fee to his bill of fifteen dollars ($15.00) for each cut off.
Examination and Test of Meters (Ch. 11, Sec. 11.308)
Any consumer shall have the right to demand that the meter through which water is being
furnished be examined and tested for the purpose of ascertaining whether it is or is not
registering correctly the amount of water which is being delivered through it to such
consumer; provided that, when such consumer desires to have any meter so examined and
tested, such consumer shall make application therefor in writing to the manager of the
utility office, and shall deposit with such application the amount charged for various sizes:
Testing any size meter up to a 1" $10.00
Testing any meter larger than 1" $15.00
Meter Re-reads (Ch. 11, Sec. 11.309)
Any consumer who feels that their measured water consumption is excessive may request
that the meter be re-read. Two (2) free re-reads are allowed within each calendar year and
any in excess will be charged ten dollars ($10.00), unless there has been an error on the part
of the City or the meter is faulty.
Water Service (Ch. 11, Art. 11.4000)
(1) The following water rates are hereby established and shall be collected. The
minimum monthly rates for all metered water service shall be as follows:
5/8" or 3/4" meter $ 7.50
1" meter $ 8.25
1 1/2" meter $10.70
2" meter $13.35
3" meter $15.90
4" meter $ 26.90
Portable meter $120.00
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(2)
Each consumer served during the month shall be entitled to the use of two thousand
(2,000) gallons of water paid under the minimum rates hereinabove specified. In
any billing period, where the water consumed is in excess of the minimum, the rate
shall be two dollars and thirty-five cents ($2.35) per 1,000 gallons or any portion
thereof.
(3)
Any duplex or multi-family dwelling which is served by a single water meter shall
be billed a minimum charge for each unit, occupied or vacant. All single family
units shall pay a minimum charge for each meter but such minimum shall provide
for a usage of 2,000 gallons per meter.
Conservation Surcharge (June - November billings) (Ch. 11, Art. 11.4000)
During the six (6) summer months, each water customer (except Southern Methodist
University) shall be subject to a conservation surcharge for all consumption in excess of
11,500 gallons. SMU meters shall be subject collectively to a monthly conservation
surcharge for all consumption in excess of the average amount of water used during the
immediately preceding October, November, December, January, February and March. The
surcharge rate shall be sixty-five cents ($0.65) per thousand (1,000) gallons for all excess
consumption.
Sewer Service (Ch. 11, Art. 11.500)
(1) The sewer charge for each single family, duplex or multi-family dwelling shall be
included in the utility bill and calculated as follows:
(a)
All sewer charges are based on the use of water passing through the water
meter or meters. All single family units, having more than one meter, shall
have the usage of meters added together for the purposes of this section;
however, if separate bills are rendered for a lawn sprinkler, such
consumption shall not be considered for sewer charges.
(b)
Any duplex or multi-family dwelling, which is served by a single water
meter, shall be billed a minimum charge for each unit, occupied or vacant,
and any usage over the minimum shall be averaged over each unit of the
dwelling as though each unit consumed the water the average indicates.
(c)
Any duplex or multi-family dwelling, having individual water meters for
each unit, shall be treated for sewer billing purposes as though each were a
single family dwelling.
(d)
There shall be a fourteen dollar and seventy-five cent ($14.75) minimum
sewer charge per unit which includes two thousand (2,000) gallons of water
per unit per month.
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(e)
Any water used in excess of two thousand (2,000) gallons per month shall
be billed at two dollars and twenty-one cents ($2.21) per 1,000 gallons per
month per unit for the sewer fee.
The sewer bill for March through February shall be based on the average
billing of water over the three-month period as listed below:
CYCLE I:
The water used during the months of November, December
and January.
CYCLE II:
The water used during the period of November 15 to
February 15.
(2)
For each business or commercial establishment of any nature, plus public
institutions such as schools and churches:
(a)
There shall be a fourteen dollar and seventy-five cent ($14.75)minimum up
to two thousand (2,000) gallons of water used per month.
(b)
Any water used in excess of two thousand (2,000) gallons per month shall
be billed at a rate of two dollars and twenty-one cents ($2.21) per 1,000
gallons per month.
(3)
For service to Southern Methodist University, two dollars and twenty-one cents
($2.21) per one thousand (1,000) gallons of water used per month, the monthly
charge for the period April through March, shall be based on the average amount of
water used during the months immediately preceding October, November,
December, January, February and March adjusted for lawn, swimming pool and
metered cooling tower use.
Utility Service Construction Fees (Ch. 11, Art. 11.600)
The following charges shall apply for services performed by the City:
1" water meter installation $1,200.00
Sewer tap installation $1,000.00
1" water meter and sewer tap installation in same excavation $1,600.00
Existing water meter and/or sewer tap removal per excavation $ 800.00
The City based on the size, location, current costs and specifications will determine the
price for the installation of water meters greater than one inch (1") and excavations other
than in the alley.
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10.
IV.
Sewer Rate Re-calculation(Ch. 11, Art. 11.500e)
Sewer service customers may apply to have their sewer service charges re-calculated to the
previous year's rates. The fee for re-calculating sewer service charges shall be thirty dollars
($30.00).
PUBLIC SAFETY AND JUDICIAL
Impounded Vehicles (Ch 10, Sec. 10.2304)
(1) Actual cost as charged by the designated
impoundment plus a $20.00 administration fee.
(2) For storing a vehicle - $10.00 per vehicle per day.
wrecker service providing the
Wrecker Service Fees (Ch. 10, Sec. 10.2408)
(1)
A designated wrecker company or another emergency wrecker company authorized
by the Chief of Police to render specific services in a specific emergency shall
charge the following fees for towing vehicles with a light-duty wrecker (rates for
fractions of an hour are based on quarter hour increments):
(a)
Forty-five dollars ($45.00) for towing a vehicle from a point within the City
to another point within the City, to the City pound, or to a point inside the
Town of Highland Park.
(b)
Forty-five dollars ($45.00) for towing a vehicle from a point within the City
to a point inside LBJ Freeway and north of Interstate 30.
(c)
Fifty-five dollars ($55.00) for towing a vehicle from a point within the City
to a point inside LBJ Freeway and south of Interstate 30.
(d)
Seventy-five dollars ($75.00) for towing a vehicle from a point within
Dallas County outside LBJ Freeway and north of Interstate 30.
(e)
Eighty-five dollars ($85.00) for towing a vehicle from a point within the
City to a point within Dallas County outside of LBJ Freeway and south of
Interstate 30.
(f)
(g)
U: bt4$TRFEESCHEDO1.DOC
Twenty-five dollars ($25.00) for performing a service that does not require
that a vehicle be towed, including but not limited to adding fuel, prying a
bumper from a tire, or other similar services.
Twenty dollars ($20.00) for using dollies or flatbed wreckers in addition to
other allowable charges.
10
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o
(h)
For towing a vehicle from a point within the City to a point not listed in
paragraphs (a) through (f) of this subsection, twelve dollars and fifty cents
($12.50) plus one dollar and fifty cents ($1.50) per mile or fraction thereof.
(i)
Forty dollars ($40.00) per hour of recovery time, such time to begin fifteen
(15) minutes after the light-duty wrecker has arrived on the scene, and to end
when the vehicle is ready to be to. wed.
(2)
The rates specified in paragraphs (a) through (i) in this subsection, shall be doubled
for heavy-duty wreckers. In addition to the specified rates for towing, a designated
wrecker company is authorized to charge ninety dollars ($90.00) per hour for
recovery time, such time to begin when the heavy-duty wrecker arrives on the scene,
and to end when the vehicle is ready to be towed. Rates for fractions of an hour are
based upon quarter hour increments.
(3)
In addition to the base rates described above, the City charges a twenty dollar
($20.00) administration fee for any towing-related activity.
Ambulance (MICU) Service (Ch. 1, Sec. 1.1903)
(1) A base fee shall be charged per trip per person for transportation by the Mobile
Intensive Care Unit (MICU) to a hospital providing emergency medical attention
within the boundaries of Dallas County. The base fee shall be set at the maximum
amount recoverable from Medicare on the day of transport. In all cases, whether
one (1) person or more than one (1) person is transported in the same MICU, the
charge per trip applies to each individual transported.
(2)
Additional fees will be charged for each emergency medical aid provided to the
person or persons transported including, but not limited to, drags, bandaging,
oxygen, electrocardiogram (EKG), etc., that is allowable by Medicare. The cost of
these items will be the maximum charges allowed by Medicare. An itemized bill
will be provided to each transported patient listing each charge.
(3)
Each transported patient will be charged a mileage fee from the point of patient
loading to the hospital of patient preference in Dallas County. The mileage fee shall
be the maximum amount recoverable from Medicare on the day of transport. If the
patient is unable to establish a preference, transport will be made to the nearest
available hospital. Common transports are to Baylor, Children's, Charlton
Methodist, Doctors, Medical City, Methodist Central, Parkland, Presbyterian, St.
Paul, and Veterans hospitals.
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Solicitor's License (Ch. 4, Sec. 4.103)
A fcc of fifty dollars ($50.00) for investigation of persons wishing to peddle, sell, solicit,
canvass, or take orders for any services, wares, merchandise, or goods shall be charged,
which shall not be prorated and shall bc paid at the time application is made and shall not be
returned to thc applicant regardless of whether a permit is issued or not.
Commission for Private Guards (Ch. 4, Sec. 4.407)
Each individual receiving a private guard commission shall pay a fee of fifty dollars ($50.00).
Impoundment Fees for Animals (Ch. 2, Sec. 2.608)
The City shall collect a fee of twenty dollars ($20.00) for the impoundment of any animal
prior to the release of such animal. If the animal has been impounded for observation for
rabies and held for ten (10) days, the City shall collect a fee of two hundred dollars
($200.00) and an additional fee of twenty dollars ($20.00) per day if such impoundment is
for a period in excess often (10) days.
9-1-1 Emergency Service Fee (Ord. 97/10)
The City shall collect a monthly 9-1-1 billing fee from each telephone service customer.
The fee shall be 6% of the service provider's base charge per line for residential, business,
and trunk lines.
Alarm Permit/Direct Alarm Monitoring Fees
(1)
The City shall charge a fee of fifty dollars ($50.00) for the initial Alarm Permit. Each
year thereafter, Alarm Permit holders shall pay annual fee of twelve dollars ($12.00)
due on the anniversary date of their original application, which will be deducted from
their utility bill at the rate of $1.00 per month. Alarm Permits are not transferable.
(2)
Each Alarm Permit holder subscribing to the City's basic digital-dialer Direct Alarm
Monitoring system shall pay a fee of three hundred dollars ($300.00) per year. This
fee may be paid in whole or in twelve (12) monthly installments of twenty-five
dollars ($25.00) each. An additional $7.00 per month will be charged for a secondary
or back-up transmitting device for Direct Alarm Monitoring.
(3)
Each Alarm Permit holder subscribing to the City's optional radio-backup Direct
Alarm Monitoring system shall pay all fees related to the basic system, plus the actual
cost charged to the City by the radio network supplier. This fee may be paid in whole
upon determination of the City's current actual cost or in twelve (12) equal monthly
installments.
(4) Subscribing to the radio-backup system alone is not an option.
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Hose Cabinet Fees
The City shall collect an annual fee of two hundred dollars ($200.00) for each hose cabinet
in all parking structures. The fee is intended to recover the cost of regular hose testing and
records maintenance.
10.
Fire Re-inspection Fees
The City shall collect a fee of fifty dollars ($50.00) for the second re-inspection and one
hundred dollars ($100.00) for the third re-inspection.
SANITATION
Residential Garbage Collection (Ch. 6, Sec. 1.108)
The City shall charge the following sums per month for collection of garbage and trash
from residences:
Single-family dwelling $12.60
Two-family dwelling, per unit $12.60
Apartments, per unit - on residential route $12.60
Apartments, per unit - on commercial route $ 6.40
Carryout, per unit $79.00
Brush and Tree Limb Collection
An extra charge shall be assessed for pick-up of brush and tree limbs that are too bulky to
be tied in bundles. Brush and limbs shall be stacked on the parkway for pick-up and
charged as follows:
Manual pick-up $ 7.50
Mechanical pick-up- less than ½ tmckload $50.00
Mechanical pick-up- ½ truckload $75.00
Mechanical pick-up- full truckload $100.00
Appliance, Furniture, and Large Item Collection
The City shall charge the following sums for the removal of appliances, furniture and other
large items:
Range or refrigerator $15.00
Washer, dryer, window air conditioner, water heater, $10.00
sofa, bed, etc.
These items shall be placed on the parkway and will be picked up on a "call-in" basis only.
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Commercial Garbage Collection (Ch. 11, Sec. 11.109)
(1) The City shall for its services in removing garbage and trash from all businesses,
lodging houses, boarding houses, commercial institutions, individual businesses,
firms or corporations, churches, schools, office buildings and properties, charge for
containers placed at any of such establishments, sanitation charges based upon the
following schedule:
(2) Nothing in this schedule shall prevent the Superintendent of Sanitation from
calculating rates which are lower or which exceed the schedule as long as time,
volume, and number of pick-ups are the basis for such calculation.
Residential Construction Sites
A one-time fee of one hundred and fifty dollars ($150.00) for garbage Collection services
will be charged at the time of issuance of a Building Permit for residential construction
where the property will not be occupied during any or all of the construction, such as for
new homes or major remodels. Garbage collection services will be rendered to the property
during construction as part of the regular collection service to the area. (Res. No. 00-15)
Liquid Waste Transport (Ch. 6, Sec. 6.402)
The City shall not issue a liquid waste transport to an applicant until the appropriate
established fee is paid. A person shall pay a fee of two hundred and forty dollars ($240.00)
for the first vehicle and one hundred and seventy dollars ($170.00) for each additional
vehicle operated by the person. Each permit must be renewed annually.
Yard Waste Bags (Ch. 11, Sec. 11.103)
The City shall sell biodegradable yard waste bags for seventy-five cents ($0.75) each to
individuals. A discounted price may be set for sale of the bags by the City to retail
establishments or other organizations which intend to re-sell the bags to end users.
Transfer Station Fees (Res. 94-7)
University Park residents may usc the City's transfer station once a month without charge.
Use of the transfer station is restricted to residents, who must be present when off-loading.
For more than one load per month, the following fees shall apply:
Pick-up track $40.00
Single-axle truck, less than 15-feet long $75.00
Double-axle truck, more than 15-feet long $100.00
Southern Methodist University vehicles $113.00
Recycling Fees (Res. 94-19)
Each resident receiving an individual City sanitation bill will be charged a recycling fee:
Alley/curbside service $2.02
Carry-out service $3.33
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12/21/00 3:27 PM
VI.
PARKS AND RECREATION
Goar Park Pavilion Reservation (Ch. 13, Art. 13.400)
Rental of Goar Park Pavilion:
(1)
(2)
(3)
Residents of University Park may rent the pavilion for personal use for twenty
dollars ($20.00) per hour during the daytime (9:00 a.m. to 5:00 p.m.), and for thirty
dollars ($30.00) per hour for evening use (5:00 p.m. to 11:00 p.m.).
All other groups who use the pavilion for personal use, except those specified in the
following section, shall pay forty dollars ($40.00) per hour for daytime use, and
sixty dollars ($60.00) for evening use.
All applicants that desire to use the facility for business, commercial, or professional
gatherings may apply for the use of said pavilion for daytime hours between 9:00
a.m. and 5:00 p.m. and, if such application is approved, the applicant shall pay the
City Secretary seventy-five dollars ($75.00) per hour, but the applicant may make
no charges nor collect any money of any kind or charaCter from any person
whatsoever.
Tennis Permits (Ch. 13, Sec. 13.204)
All qualified residents of the City of University Park, upon making application with the
Utilities Office, may secure an annual Tennis Permit. Such permit shall be numbered and
coded as to indicate the time of its validity. The charge shall be as follows:
Individual Permit $40.00
Family Permit $80.00
Children under 12 $ 7.50
Persons over 65 $ 7.50
Park and Playing Field Reservations for Filming (Ch. 11, Sec. 13.501)
Commercial use of any and all park facilities, including tennis courts and Goar Park Pavilion,
for filming, photographing, etc., shall carry a charge of seventy-five dollars ($75.00) per hour,
plus a damage and clean up deposit of two hundred and fifty dollars ($250.00).
Playing Field Reservations (Ch. 13, Sec. 13.502)
Bona fide residents who are interested in making playing field reservations shall buy an annual
reservation card for a fee often dollars ($10.00).
Park Reservations for Sports Clinics (Ch. 13, Sec. 13.503)
Any individual or group wishing to use a park or playing field to conduct a sports clinic as a
profit-making venture shall reserve the park or playing field by filling out the appropriate
application forms in the Park Department Office and pay a fee of twenty dollars ($20.00)
per hour for each hour the clinic is operational in the park or on the reserved playing field.
If, after the completion of the clinic, the number of hours during which the park or playing
U: ~ISTRFEESCHEDO I.DOC
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field was actually in use exceeds the fee paid, the applicant shall be liable and responsible to
pay the additional fee in the Park Department Office within five (5) days. If the actual
number of hours is less than the fee paid, the applicant shall receive a pro rata refund. The
application forms and all fees must be in the Park Department Office at least one (1) week
before the clinic is scheduled to begin.
Park Reservation Fees (Ch. 13, Sec. 13.501)
Any organized group not sponsored by the City and having special features (i.e., pony rides,
petting zoos, bounce machines, port-a-johns, tents, etc.) which wishes to use a park, must
make a reservation with the Park Department, make a two hundred fifty dollar ($250.00)
refundable deposit, and pay a rental fee according to the following schedule:
Number of People Fee Amount
1 - 25 $ 25.OO
26- 99 $100.00
100- 199 $200.00
200 - 299 $300.00
300 and up $500.00
Groups of twenty-five (25) or less that wish to reserve a park but would not use special
features do not have to make a deposit.
Baseball fields may also be reserved for an additional fee of fifty dollars ($50.00).
Swimming Pool (Ch. 13, Art. 13.300)
(1) All residents of University Park, non-resident property owners, and non-residents of
University Park but in the Highland Park Independent School District (HPISD) six
(6) years of age or older, upon making .application, may secure an Annual
Swimming Pool Permit. The City may enact a lower fee for Annual Swimming Pool
Permits purchased before a stated date, which shall be noticed annually. The charge
for Annual Swimming Pool Permits shall be:
Renew New Renew New
permit permit permit- permit-
Resident - early -- early - later later
University Park property owner $40.00 $50.00 $50.00 $60.00
Non-UniversityPark resident in Highland $80.00 $90.00 $110.00 $120.00
Park Independent School District
University Park Senior Citizen (age 60 and above) $35.00 $35.00 $35.00 $35.00
If an ~mmediate family of more than four (4) purchases more than four (4) Swimming Pool
Permits at one time, each Swimming Pool Permit in excess of four (4) shall be sold at half
price. The Senior Discount applies only to seniors who are University Park residents.
U: IMSTRFEESCHEDO1. DOC
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(2)
(3)
(4)
(5)
(6)
(7)
A member of a group defined in subsection (1) above may schedule a birthday
party at the pool. Prior to the party, the member shall fill out an application
stating the date of the party, time of the party and number attending. There will
be a twenty-five dollar ($25.00) fee for the party, plus each party guest must pay
the regular admission fee or present his/her own season pass.
A member of a group defined in subsection (1) above may secure permission for
guests to use pools by paying attendants at the gate a cash fee of five dollars ($5.00)
for each guest each time each guest uses the pool.
A member of a group defined in subsection (1) not owning an Annual Swimming
Pool Permit may use the swimming pool upon presentation of identification and
paying a charge of five dollars ($5.00) per person each time the pool is used.
Lost Annual Swimming Pool Permit
If the Annual Swimming Pool Permit is lost, a duplicate may be secured for ten
dollars ($10.00).
Use of Pool by Children Under Six (6) Years of Age
Children under six (6) years of age, who are members of a group defined in
subsection (1) above or guests of a member of a group defined in subsection (1)
above, may use any of the pools without charge if accompanied at all times by a
parent or guardian sixteen (16) years of age o.r.91der.
If the parent or guardian desires to enroll such child in one of the swimming
instruction classes, a ten dollar ($10.00) enrollment fee shall be paid for the child.
Persons Who May Accompany Children to Small Pools
All adults in bathing attire accompanying children to small pools must pay a two
dollar and fifty cent ($2.50) guest fee or purchase an Annual Swimming Pool
Permit.
VII. COMMERCIAL FILMING FEES (Res. 96-11)
1. Small Productions
a. Filming Permit Application Fee
o
'b. Rental of City parks (see Section VI)
Large Productions
a. Filming Permit Application Fee
b. Filming Fees
First day of filming (or fraction)
Each additional day of filming
c. Permit Revision Fee
d. Rental of City parks (see Section VI)
Reimbursement of Personnel Costs
$ 25.00
$200.00
$200.00
$ 50.00
$ 50.00
The applicant shall reimburse the City of University Park for any personnel costs (i.e.,
police, fire, traffic, etc.), plus overhead, directly related to providing assistance for the
filming activity. The Film Coordinator may require a cash deposit at the time of the
applicationto ensure full payment of personnel costs.
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01/03/01 IO:36AM
RESOLUTION NO. 01-2
A RESOLUTION APPROVING THE ARTICLES OF INCORPORATION
AND BYLAWS OF CITIES AGGREGATION POWER PROJECT, INC., A
POLITICAL SUBDIVISION CORPORATION; ACCEPTING
MEMBERSHIP IN SAID CORPORATION; APPOINTING A
REPRESENTATIVE TO SERVE ON BEHALF OF THE CITY OF
UNIVERSITY PARK; APPROVING PAYMENT OF AN INITIAL
MEMBERSHIP FEE; AND ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, Chapter 303 of the Texas Local Government Code, entitled Energy
Aggregation Measures for Local Governments, allows political subdivisions to form a political
subdivision corporation to act as an agent to negotiate the purchase of electricity, or to likewise
aid or act on behalf of the political subdivisions for which the corporation is created, with respect
to their own electricity use for their respective public facilities; and
WHEREAS, Cities Aggregation Power Project, Inc. is a political subdivision corporation
organized under said Chapter; and
WHEREAS, the negotiation for electricity by the corporation should result in lower
electricity costs to the City of University Park; and
WHEREAS, the TXU Cities Steering Committee has participated in numerous rate
proceedings and rule-makings over the course of the last decade and having investigated the
impacts of electric deregulation, recommends participation of cities in aggregation projects and
creation of a political subdivision corporation to maximize opportunities for cost savings;
WHEREAS, the TXU Cities Steering Committee has facilitated the creation of Cities
Aggregation Power Project, Inc.; and
WHEREAS, the City of University Park seeks to become a Member of Cities
Aggregation Power Project, Inc.; and
WHEREAS, the By-Laws of Cities Aggregation Power Project, Inc. require an initial
membership fee of ½ of 1% of the total annual electric bill of 2000. Such fee shall not exceed
$14,000.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF UNIVERSITY PARK:
Section 1. The recitals contained in the preamble of this Resolution are determined to be
true and correct and are hereby adopted as a part of this Resolution.
Section 2. The Articles of Incorporation and Bylaws of Cities Aggregation Power
Project, Inc., a political subdivision corporation, attached hereto and incorporated herein for all
purposes as Exhibits A and B respectively, are hereby approved.
Section 3. The City of University Park accepts Membership in Cities Aggregation Power
Project, Inc.
Section 4. The City of University Park approves payment of an initial fee assessment
equivalent to 1/2 of 1% of the total annual electric bill of the City of University Park in the year
2000. Such fee shall not exceed $14,000.
Section 5. The City of University Park hereby appoints the Assistant to the Director of
Public Works to serve as the City of University Park's representative to the corporation and to
act on the City of University Park's behalf.
Section 6. All Resolutions and parts thereof in conflict herewith are hereby expressly
repealed insofar as they conflict herewith.
Section 6. This Resolution shall take effect immediately from and after its adoption and
it is accordingly so resolved.
Signed this
. day o ff-Orv, a ~,,,~
,2001~ ~
Mayor Harold Peek
ATTEST:
Se'c
2
ARTICLES OF INCORPORATION
OF
CITIES AGGREGATION POWER PROJECT, INC.
ARTICLE ONE
The corporation will conduct business under the name Cities Aggregation Power Project, Inc.
ARTICLE TWO
The period of its duration is perpetual.
ARTICLE THREE
The corporation is a non-profit political subdivision corporation under Chapter 303, Texas Local
Government Code, entitled "Energy Aggregation Measures for Local Governments," as
amended.
ARTICLE FOUR
The corporation has been organized for any and all lawful business for which corporations may
be organized under the Texas Non Profit Corporations Act, for the purposes of purchasing
electricity, aiding or acting on behalf of its members with respect to their own electricity use for
their respective public facilities and that of their citizens, negotiating on behalf of its members
for the purchase of electricity, making contracts for the purchase of electricity, and taking any
other actions necessary to purchase electricity for use in the public facilities of the political
subdivision or subdivisions represented by the corporation, for the purposes of acting as a local
cooperative organization to purchase goods and services for its members, and for all other
purposes as may be permitted by law for political subdivision corporations.
4
ARTICLE FIVE
The street address for the corporation's initial registered office is Lloyd, Gosselink, Blevins,
Rochelle, Baldwin & Townsend, P.C., 111 Congress Avenue, Suite 1800, Austin, Texas 78701,
and the registered agent for the corporation at this address is Geoffrey M. Gay.
ARTICLE SIX
The corporation shall have members. Membership shall be determined under the terms and
conditions provided in the corporation's bylaws.
ARTICLE SEVEN
The direction and management of the affairs of the corporation and the control and disposition of
its properties and funds shall be vested in a Board of Directors composed of such number of
persons, but not less than three, as may be fixed by the bylaws. Until changed by the bylaws, the
original number of directors shall be three (3). The names and addresses of the persons who are
to serve as Directors of the corporation until their successors are duly elected and qualified are:
Julie Fleischer
City of Plano
P.O. Box 860358
Plano, Texas 75086-0358
Danny Reed
City of Fort Worth
1000 Throckmorton
Fort Worth, Texas 76102
Steven L. Bacchus
City of Lewisville
P.O. Box 299002
Lewisville, Texas 75029-9002
5
ARTICLE EIGHT
The bylaws of the corporation shall be adopted by the Board of Directors and shall be approved
by the governing body of each political subdivision for which the corporation is created.
ARTICLE NINE
The names and addresses of the incorporators are:
Julie Fleischer
City of Plano
P.O. Box 860358
Plano, Texas 75086-0358
Danny Reed
City of Fort Worth
1000 Throckmorton
Fort Worth, Texas 76102
o
Steven L. Bacchus
City of Lewisville
P.O. Box 299002
Lewisville, Texas 75029-9002
The undersigned incorporators, all of whom are over the age of eighteen (18) and are citizens of
the State of Texas, sign these Articles of Incorporation subject to the penalty imposed by Article
9.03A, Texas Non-Profit Corporation Act.
THE STATE OF TEXAS
6
COUNTY OF §
BEFORE ME, a notary public, on this day personally appeared known to me to
be the person whose name is subscribed to the foregoing document and, being by me first duly
sworn, declared that the statements therein contained are true and correct.
Given under my hand and seal of office this __ day of
2001.
Notary Public, State of Texas
My Commission Expires:
THE STATE OF TEXAS §
COUNTY OF §
BEFORE ME, a notary public, on this day personally appeared known to
me to be the person whose name is subscribed to the foregoing document and, being by me first
duly sworn, declared that the statements therein contained are true and correct.
Given under my hand and seal of office this __
day of 2001.
Notary Public, State of Texas
My Commission Expires:
THE STATE OF TEXAS §
COUNTY OF §
BEFORE ME, a notary public, on this day personally appeared known to
me to be the person whose name is subscribed to the foregoing document and, being by me first duly
sworn, declared that the statements therein contained are true and correct.
Given under my hand and seal of office this __
day of 2001.
Notary Public, State of Texas
My Commission Expires:
7
BYLAWS
OF
CITIES AGGREGATION
POWER PROJECT, INC.
1.1
ARTICLE I. Name and Purpose
Name. This corporation shall be known as Cities Aggregation Power Project, Inc.
1.2
Purpose. The corporation has been organized for any and all lawful business for which
corporations may be organized under the Texas Non Profit Corporations Act, for the
purposes of purchasing electricity, aiding or acting on behalf of its Members with respect
to their own electricity use for their respective public facilities and that of their citizens,
negotiating on behalf of its Members for the purchase of electricity, making contracts for
the purchase of electricity, and taking any other actions necessary to purchase electricity
for use in the public facilities of the political subdivision or subdivisions represented by
the corporation, for the purposes of acting as a local cooperative organization to purchase
goods and services for its members, and for all other purposes as may be permitted by
law for political subdivision corporations.
8
ARTICLE II. Board of Directors
2.1
Composition. There shall be a Chair and a Vice Chair on the board and such other
directors as required for the performance of duties.
2.2
Powers. The affairs of the Corporation shall be managed by the Board of Directors,
which may exercise all such powers of the corporation and do all such lawful acts and
things as are not prohibited by statute, by the Articles of Incorporation of the
Corporation, or by these Bylaws. By illustration and without limitation, included among
the powers of the Board of Directors is the power to negotiate the purchase of electricity,
aid or act on behalf of the political subdivisions for which the corporation is created,
make contracts for the purchase of electricity, purchase electricity, and take any other
action necessary to purchase electricity for use in the public facilities or by the citizens of
the political subdivision or subdivisions represented by the Corporation; provided,
however, no Member shall be obligated under any such contract unless the Member
approves such contract.
2.3
Number, Tenure and Qualification. (a) Directors shall be elected to the Board at annual
meetings of the Members as hereinafter described from a slate presented by the Board
and from nominations by Members. Nominations for membership on the Board made by
Members shall not be considered at any meeting of the Members unless such nomination
has been presented in writing, signed by the Member or Members proposing the same,
and filed with the Secretary of the Corporation at least sixty (60) days prior to the date of
9
the meeting at which said nominations are to be considered. From the nominations so
made and no others, and from the slate presented by the Board, Directors shall be elected,
and the person or persons receiving the highest number of votes shall be declared elected.
If the election of Directors shall not be held on the day designated herein for any annual
meeting of the Members, or at any adjournment thereof, the Board shall cause the
election to be held at a special meeting of the Members, which shall be convened as soon
thereafter as is possible.
(b) The initial Board of Directors shall consist of three directors, and will be expanded to
nine (9). At the first annual meeting of the Corporation, the Members shall elect nine (9)
Directors (Places 1, 2, 3, 4, 5, 6, 7, 8, and 9) from the participating Corporation
Membership, which Directors will serve from their election until their successors are duly
elected and shall qualify. The number of Directors may be increased or decreased by
resolution of the Board, but no decrease shall have the effect of shortening the term of an
incumbent Director. The first elected directors shall be selected based on the following:
· each participating city with a population above 500,000 will be guaranteed
one seat.
· all participating cities with a population greater than 100,000 but not greater
than 500,000 will be guaranteed one seat for the group.
· all participating cities with a population greater than 50,000 but not greater
than 100,000 will be guaranteed one seat for the group.
· all participating cities with a population not greater than 50,000 will be
guaranteed one seat for the group.
· the remaining board members necessary to bring the number of Directors to
nine (9) will be elected at large.
10
(c) The first elected directors shall serve until December 31, 2003. The subsequent
Board Member Selection Process will be determined by the first elected Board based
upon aggregation project load of participants and must be established before December
31, 2003. The directors elected as a result of using the subsequent Board Member
Selection Process shall serve two (2) year staggered terms with directors serving in place
numbers that are odd elected in odd numbered years and those serving in place numbers
that are even elected in even numbered years, except that the initial even place numbered
directors will stand for re-election after one year.
(d) Except for the initial Board, each Director of the Board must be an official or full-
time salaried employee of a Member. Any Director who is an official or full-time
salaried employee of an entity that ceases to be a Member participant of the Corporation,
and any Director who ceases to be an official or full-time salaried employee of a
Member, shall be automatically disqualified to serve as a Director, and the position shall
become vacant, such vacancy to be filled in the manner provided in Section 2.5 of this
Article II.
2.4
Removal. Directors may be removed from office, with or without cause, by an
affirmative vote of the majority of the Members then entitled to vote at an election of the
Directors at an annual meeting of the Members or a meeting called expressly for that
purpose; provided, no action to remove any Director shall be sufficient unless written
notice that such action is to be considered shall have been given to all Members by the
Chair or Secretary at least sixty (60) days before the meeting.
11
2.5
Vacancies. Any Director may resign at any time by giving written notice to the Secretary
of the Corporation. Such resignation shall take effect at the time specified therein; and,
unless otherwise specified therein, the acceptance of such resignation shall not be
necessary to make it effective. Any vacancy occurring in the Board may be filled by the
affirmative vote of a majority of the remaining Directors though less than a quorum. A
Director elected to fill a vacancy shall be elected for the unexpired term of his or her
predecessor in office. Any place on the Board to be filled by reason of an increase in the
number of Directors shall be filled by the affirmative vote of a majority of the Directors
then in office. A Director chosen to fill a position resulting from an increase in the
number of Directors shall hold office until the next annual meeting of Members, at which
time a successor shall be elected to serve until the expiration date set for his or her
designated place.
2.6
Regular Meetings. A regular meeting of the Board shall be held annually in conjunction
with the annual meeting of Members, for the purpose of organization, election of officers,
and consideration of any other business that properly may come before the Board. The
Board may provide, by resolution, the time and place for the holding of additional regular
meetings.
2.7
Special Meetings. Special meetings of the Board may be called by the Chair of the Board
or at the written request of any two Directors. The person or persons authorized to call
special meetings of the Board may fix the place for holding any special meeting of the
12
Board so called. If no place is fixed, the place of meeting shall be the principal office of
the Corporation in Texas.
2.8
Voting; Quorums. A majority of the number of Directors described in by Section 2.3
shall constitute a quorum for the transaction of business. The act of the majority of the
Directors present at a meeting at which a quorum is present shall be the act of the Board,
provided, however, the Board may, by resolution, delegate any of its powers in whole or
in part, temporarily or permanently, to any Director or committee of Directors then
acting; any such delegation shall be by written instrument filed in the records of the
Corporation.
2.9
Notice of Meetings. Notice for board meetings shall be provided to all Directors and
Members either by mail not less than seventy-two (72) hours before the date of the
meeting, by telephone, telegram, or telecopy on twenty-four (24) hours notice or on such
shorter notice as the person or persons calling such meeting may deem necessary or
appropriate in the circumstances.
2.10
Informal Action by Directors. Any action required to be taken at a meeting of the
Directors, or any other action which may be taken at a meeting of the Directors, may be
taken without a meeting if a consent or consensus in writing, setting forth the action so
taken, shall be signed by all of the Members with respect to the subject matter thereof.
Such consent or consents shall have the same force and effect as a unanimous vote of the
Directors.
13
2.11
Compensation. Duly elected or appointed Directors shall serve without compensation,
but shall be reimbursed for reasonable costs of travel, meals, lodging and incidental
expenses while on official business for the Corporation.
2.12
Reliance on Professionals and Experts. Directors are authorized to rely on information,
opinions, reports and statements, including financial statements and other financial data,
prepared or presented by others to the fullest extent permitted by applicable law.
2.13
Executive Committee. The Chair of the Board may appoint an Executive Committee of
the Board to handle the affairs of the Board when regular or special Board meetings are
not in session, with such functions as may be designated to the Executive Committee by
the Board through a resolution properly adopted. The Executive Committee may consist
of the Chair, Vice-Chair, and one or two other Directors as designated by the Chair.
2.14
Other Committees. The Chair is authorized to form any committees as needed in order to
assist the Board with its information gathering and deliberations.
2.15
Specific Powers and Duties. The Board, in addition to other powers and duties herein
conferred, imposed, and authorized by law, shall have the following powers and duties:
(a) It shall carry out all of the duties necessary for the proper operation and
administration of the Corporation on behalf of the Members and to that end shall have all
14
of the powers necessary and desirable for the effective administration of the affairs of the
Corporation.
(b) It shall be authorized to contract with any qualified individual, firm or
organization to perform any of the functions necessary for the effective administration or
operation of the Corporation, or to provide for the fiscal protection of the Corporation or
in keeping with its fiduciary responsibilities as Directors.
(c) It may hire attorneys, accountants, consultants, or such other professional persons
that it may deem necessary aid to or for the Corporation. Those persons shall be paid as
provided in the contract for hire as executed by the Chair of the Board.
(d) It shall have the general power to make and enter into all contracts, leases and
agreements necessary or convenient to carry out any of the powers granted under these
bylaws or by any other law.
(e) It shall provide for an annual audit of the books of the Corporation to be supplied
to the Membership within 120 days following the close of each Corporation Year, or as
soon thereafter as practicable.
(f) It shall have the authority to terminate membership of any Member that fails to
abide by the reasonable requirements of the Board concerning payment of annual dues or
aggregation fees as provided in Article V, cooperate with any of the agents hired to
15
provide administrative services on behalf of the Board, or takes any other action that may
be detrimental to the Corporation.
(g) It may collect interest on all past due accounts not to exceed the amounts allowed
under applicable law.
ARTICLE III. Officers
3.1
Generally. The Board shall elect from among their number a Chair of the Board and a
Vice-Chair of the Board. The Board shall designate a Secretary, who may or may not be
a Director, to keep the minutes and the records of the Board. The Board may appoint
such other officers, assistant officers, committees and agents, including a treasurer,
assistant secretaries and assistant treasurers, as they may consider necessary, who shall be
chosen in such manner and hold their offices for such terms and have such authority and
duties as may from time to time be determined by the Board. No person may
simultaneously hold two offices. In all cases where the duties of any officer, agent or
employee are not prescribed by the bylaws or by the Board, such officer, agent or
employee shall follow the orders and instructions of the Chair of the Board.
3.2
Election; Tenure. The Chair of the Board, the Vice-Chair, and the Secretary shall be
elected at the organizational meeting of the Board. If the election of officers shall not be
held at such meeting, such election shall be held as soon thereafter as a meeting may be
conveniently convened. Other officers may be chosen by the Directors at such meeting
or at any other time. Each officer shall hold office until the first of the following occur:
16
until his or her successor shall have been duly elected and shall have qualified; or until
his or her death; or until he or she shall resign; or until he or she shall be disqualified
pursuant to these bylaws; or until he or she shall have been removed in the manner
hereinafter provided.
3.3
Removal. Any officer or agent may be removed by majority vote of the entire Board for
cause or without cause whenever in its judgment the best interests of the Corporation will
be served thereby. Neither notice nor a hearing need be given to any officer or agent
proposed to be so removed. Election or appointment of an officer or agent shall not in
itself create contract rights.
3.4
Vacancies. A vacancy in any office, however occurring, may be filled by the Board for
the unexpired portion of the term.
3.5
Powers and Duties of the Chief Executive Officer. The Chair of the Board shall be the
Chief Executive Officer of the Corporation. Subject to the control of the Board and the
Executive Committee, the Chief Executive Officer shall have general executive charge,
management and control of the properties, business and operations of the Corporation
with all such powers as may be reasonably incident to such responsibilities; may agree
upon and execute all leases, contracts, evidences of indebtedness and other obligations in
the name of the Corporation; and shall have such other powers and duties as designated
in accordance with these bylaws and as from time to time may be assigned to him or her
by the Board. He or she shall preside at all meetings of the Members and of the Board.
17
3.6
Vice-Chair. The Vice-Chair shall assist the Chair and shall perform such duties as may
be assigned to him or her by the Chair or by the Board. In the absence of the Chair, the
Vice-Chair shall have the powers and perform the duties of the Chair. In addition, the
Vice-Chair shall have such other powers and duties as from time to time may be assigned
to him or her by the Chair or by the Board.
3.7
Secretary. The Secretary shall: (a) keep the minutes of the proceedings of the Members,
the Executive Committee and the Board; (b) see that all notices are duly given in
accordance with the provisions of these bylaws or as required by law; (c) be custodian of
the records and of the seal of the Corporation and affix the seal to all documents when
authorized by the Board; (d) keep at the Corporation's principal place of business within
the State of Texas a record containing the names and addresses of all Members; and
(e) in general, perform all duties incident to the office of Secretary and such other duties
as from time to tie may be assigned to him or her by the Chair or by the Board.
3.8
Executive Director; Other Officers. The Board may select and appoint an Executive
Director and any other employees to serve at the pleasure of the Board. At the discretion
of the Board, the Executive Director may be an independent contractor or an employee of
the corporation. The Executive Director and any other such employees duly selected and
appointed employees shall receive such compensation and other benefits as the Board
may determine, and, additionally shall be entitled to reimbursement of expenses for
attendance at official meetings of and official functions for the Corporation.
18
ARTICLE IV. Membership
4.1
Eligibility. Any political subdivision that approves the Articles of Incorporation and
these Bylaws by ordinance, resolution, or order adopted by the governing body of the
political subdivision and that purchases electricity for one or more of their respective
public facilities is eligible for membership in Cities Aggregation Power Project, Inc.,
subject to the right of the Board to determine eligibility and conditions of membership,
and subject further to the authority of the Board to terminate membership of any Member
as provided herein, or in any agreement made between the Member and the Corporation.
4.2
Representation. Each Member shall appoint, by formal action by its governing body, a
representative to act for it at the meetings of Members and shall give to the chair of the
Board of Directors in writing the name of the person thus appointed. Only appointed
representatives may act on behalf of Members in the conduct of business of the
corporation. If at any time, a Member withdraws from participation or otherwise has its
membership status terminated, that Member shall no longer have a representative in the
Membership, on the Board, or on any committee of the Corporation. Each
Representative will serve until a successor is appointed.
4.3
Withdrawal. Any Member may withdraw from participation in the activities of the
Corporation at any time upon thirty (30) days notice, whereupon it shall cease to be a
Member, shall cease to be entitled or obligated to participate in the activities of all
committees and subcommittees of the Board of Directors and shall have no further
19
obligations as a Member; provided, however, that if such notice is given more than thirty
(30) days after such Member's receipt of its statement of annual dues, fees and expenses
for a fiscal year, the Member shall be obligated to pay for the full fiscal year within
which such termination is effective.
4.4
Voting Rights. Voting rights are limited to Members. Until December 31, 2003 each
Member shall be entitled to one vote at any regular or special meeting of the Members
upon all matters of business, which vote or votes may be exercised in person or by mail
by a representative of the Member duly authorized in writing; provided, however, that
proxy and cumulative voting shall be prohibited. Thereafter, votes will be based upon the
proportionate aggregation electric load of the Members.
4.5
Annual Meetings. The annual meeting of the Members shall be held at a time and on a
date selected by the Chair of the Board, with written notice to each Member, for the
purpose of electing Directors, receiving the annual report from the Board, and for the
transaction of such other business as may come before the meeting. If the day fixed for
the annual meeting shall be a legal holiday in the State of Texas, such meeting shall be
held on the next succeeding business day.
4.6
Special Meetings. Special meetings of the Members, for any purpose, unless otherwise
prescribed by statute, may be called by the Board, and shall be called by the Chair of the
Board or by the Secretary at the request of not less than one-tenth (1/10) of all of the
outstanding Members of the Corporation.
20
4.7
Place of Meeting. The Board may designate the place for any annual meeting or for any
special meeting called by the Board. If no designation is made, or if a special meeting
shall be called otherwise than by the Board, the place of meeting shall be the principal
office of the Corporation in Texas.
4.8
Notice of Meeting: Voting by Ballots Forwarded by Mail. (a) Written or printed notice
stating the place, day and hour of the meeting, and, in case of a special meeting, the
purposes for which the meeting is called, shall be delivered, not less than ten (10) nor
more than fifty (50) days before the date of the meeting (either personally or by mail), by
or at the direction of the Chair of the Board or the Secretary to each Member entitled to
vote at such meeting. If mailed, such notice shall be deemed to be delivered when
deposited in the United States mail so addressed, with postage thereon prepaid. In order
that Members may vote by mail, each notice of meeting shall include a ballot containing
each issue to be voted at that meeting and instructions as to the date by which such ballot
must be postmarked in order for the vote to be counted.
(b) Whenever notice is required in this Section 4.8 of Article IV, a waiver thereof in
writing signed by the Member, whether before, at, or after the time stated therein, shall be
equivalent to such notice. By attending a meeting, a Member waives objections to lack
of notice or defective notice of such meeting unless the Member, at the beginning of the
meeting, objects to the holding of the meeting or the transacting of business at the
meeting. Further, a Member waives objection to consideration at such meeting of a
21
particular matter not within the purpose or purposes described in the meeting notice
unless the Member objects to considering the matter when it is presented.
4.9
Quorum. A quorum for the election of Directors, and conducting normal business at all
meetings of the Members shall be twenty-five percent of the Members present in person
or voting by mail.
4.10
Informal Action by Members. Any action required to be taken at a meeting of the
Members, or any other action which may be taken at a meeting of the Members, may be
taken without a meeting if a consent or consents in writing, setting forth the action so
taken, shall be signed by all of the Members with respect to the subject matter thereof.
Such consent or consents shall have the same force and effect as a unanimous vote of the
Members.
22
5.1
ARTICLE V. Funding
Generally. Funding of the corporation shall be by member political subdivisions through
the assessment of dues or through an aggregation fee charged per kilowatt-hour, or a
combination of both as determined appropriate by the Board of Directors.
5.2
5.3
Initial Membership Fee. The initial membership fee shall be based upon ½ of 1% of the
total annual electric bill of 2000. Such fee shall not exceed $14,000. The initial fee will
be credited against future administrative fees imposed after December 31, 2003. It is
permissible for political subdivisions to pay the fee prior to formally joining the
corporation and be credited with payment of the fee after a resolution approving the
articles of incorporation and by-laws is passed by the political subdivision.
Board Authority. The Board shall have the authority to establish membership dues, an
aggregation fee, or both, to be applicable to all Members of the Corporation. The Board
may amend such dues and fees at its discretion. The Board shall have the authority to
establish appropriate penalties that may be assessed against a Member for failure to pay
the dues, aggregatiOn fee, or both, established by the Board.
5.4
Statements. Membership fees will be billed annually; statements for other fees and
expenses will be provided monthly as needed. Due dates for fees and expenses will be
determined by the Board.
23
5.5
Books and Records. All Members of the corporation will have access to the books and
records of the corporation, including financial statements and budgets; however, the
Board of Directors may adopt policies that provide reasonable protection against the
unnecessary disclosure of information to individual employees.
ARTICLE VI. Indemnification
6.1
Liability. A Director, officer, employee or agent of the Corporation who performs his or
her duties in good faith, in a manner he or she reasonably believes to be in the best
interests of the Corporation, and with such care as an ordinarily prudent person in a like
position would use under similar circumstances, shall not have any liability by reason of
being or having been a Director, officer, employee or agent of the Corporation and shall
not have any liability for any action taken by any employee, agent or independent
contractor selected with reasonable care, or for any loss incurred through the investment
of or failure to invest monies of the Corporation or any Trust Account. No Director,
officer, employee or agent shall be liable for any action taken or omitted by another
Director, officer, employee or agent.
6.2
INDEMNIFICATION. EACH PERSON WHO AT ANY TIME SHALL SERVE,
OR SHALL HAVE SERVED, AS A DIRECTOR, OFFICER, EMPLOYEE OR
AGENT OF THE CORPORATION, OR ANY PERSON WHO, WHILE A
DIRECTOR, OFFICER, EMPLOYEE OR AGENT OF THE CORPORATION, IS
OR WAS SERVING AT ITS REQUEST AS A DIRECTOR, OFFICER,
PARTNER, VENTURER, PROPRIETOR, TRUSTEE, EMPLOYEE, AGENT OR
24
SIMILAR FUNCTIONARY OF ANOTHER FOREIGN OR
CORPORATION, PARTNERSHIP, JOINT VENTURE,
PROPRIETORSHIP, TRUST EMPLOYEE BENEFIT PLAN OR
DOMESTIC
SOLE
OTHER
ENTERPRISE, SHALL BE ENTITLED TO INDEMNIFICATION AS, AND TO
THE FULLEST EXTENT, PERMITTED BY ARTICLE 1396 2.22A OF THE
TEXAS NON PROFIT CORPORATION ACT OR ANY SUCCESSOR
STATUTORY PROVISION, AS FROM TIME TO TIME AMENDED, SUCH
ARTICLE OR SUCCESSOR PROVISION, AS SO AMENDED, BEING
INCORPORATED IN FULL IN THESE BYLAWS BY REFERENCE. THE
FOREGOING RIGHT OF INDEMNIFICATION SHALL NOT BE DEEMED
EXCLUSIVE OF ANY OTHER RIGHTS TO WHICH THOSE TO BE
AGREEMENT, VOTE
ARRANGEMENT.
INDEMNIFICATION
INDEMNIFIED MAY BE ENTITLED AS A MATTER OF LAW OR UNDER ANY
OF DISINTERESTED DIRECTORS,
IT IS EXPRESSLEY ACKNOWLEDGED
PROVIDED IN THIS ARTICLE COULD INVOLVE
INDEMNIFICATION FOR NEGLIGENCE OR UNDER THEORIES OF STRICT
LIABILITY.
OR OTHER
THAT THE
6.3
Advance Payment. The right to indemnification conferred in this Article VI shall include
the right to be paid in advance or reimbursed by the Corporation the reasonable expenses
incurred by a person of the type entitled to be indemnified under Section 2 who was, is or
is threatened to be made a named defendant or respondent in a proceeding in advance of
the final disposition of the proceeding and without any determination as the person's
25
ultimate entitlement to indemnification; provided, however, that the payment of such
expenses incurred by any such person in advance of the final disposition of a proceeding,
shall be made only upon delivery to the Corporation of a written affirmation by such
Director or officer of his or her good faith belief that he or she has met the standard of
conduct necessary for indemnification under this Article VI and a written undertaking, by
or on behalf of such person, to repay all amounts so advanced if it shall ultimately be
determined that such indemnified person is not entitled to be indemnified under this
Article VI or otherwise.
6.4
Appearance as a Witness. Notwithstanding any other provision of this Article VI, the
Corporation may pay or reimburse expenses incurred by a Director or officer in
connection with his or her appearance as a witness or other participation in a proceeding
involving the Corporation or its business at a time when he or she is not a named
defendant or respondent in the proceeding.
6.5
Non-exclusivity of Rights. The right to indemnification and the advancement and
payment of expenses conferred in this Article VI shall not be exclusive of any other right
which a Director or officer or other person indemnified pursuant to this Article VI may
have or hereafter acquire under any law (common or statutory), provision of the Articles
of Incorporation of the Corporation or these Bylaws, agreement, vote of members or
disinterested Directors or otherwise.
26
6.6
Savings Clause. If this Article VI or any portion hereof shall be invalidated on any
ground by any court of competent jurisdiction, then the Corporation shall nevertheless
indemnify and hold harmless each Director, officer or any other person indemnified
pursuant to this Article VI as to costs, charges and expenses (including attorneys' fees),
judgments, fines and in amounts paid in settlement with respect to any action, suit or
proceeding, whether civil, criminal, administrative or investigative, to the full extent
permitted by any applicable portion of this Article VI that shall not have been invalidated
and to the fullest extent permitted by applicable law.
ARTICLE VII. CODE OF CONDUCT
7.1
Policy and Purposes. (a) ' It is the policy of the Corporation that Directors and
officers conduct themselves in a manner consistent with sound business and ethical
practices; that the public interest always be considered in conducting corporate business;
that the appearance of impropriety be avoided to ensure and maintain public confidence
in the Corporation; and that the Board establish policies to control and manage the affairs
of the Corporation fairly, impartially, and without discrimination.
(b) This Code of Ethics has been adopted as part of the Corporation's Bylaws for the
following purposes: (a) to encourage high ethical standards in official conduct by Directors and
corporate officers; and (b) to establish guidelines for such ethical standards of conduct.
7.2 Conflicts of Interest. (a) Except as provided in subsection (c), a Director or officer is
prohibited from participating in a vote, decision, or award of a contract involving a business
entity or real property in which the Director or the officer has a substantial interest, if it is
foreseeable that the business entity or real property will be economically benefitted by the action.
A person has a substantial interest in a business (i) if his or her ownership interest is ten percent
or more of the voting stock or shares of the business entity or ownership of $15,000 or more of
the fair market value of the business entity, or (ii) if the business entity provides more than ten
percent of the person's gross income. A person has a substantial interest in real property if the
interest is an equitable or legal ownership with a fair market value of $2,500 or more. An interest
of a person related in the first degree by affinity (marriage relationship) or consanguinity (blood
relationship) to a Director or officer is considered a substantial interest.
(b) If a Director or a person related to a Director in the first degree by affinity or the
first degree by consanguinity has a substantial interest in a business entity or real property that
27
would be pecuniarily affected by any official action taken by the Board, such Director, before a
vote or decision on the matter, shall file an affidavit stating the nature and extent of the interest.
The affidavit shall be filed with the Secretary of the Board.
(c) A Director who has a substantial interest in a business entity that will receive a
pecuniary benefit from an action of the Board may vote on that action if a majority of the Board
has a similar interest in the same action or if all other similar business entities in the Corporation
will receive a similar pecuniary benefit.
(d) An employee of a public entity may serve on the Board. It is specifically
recognized that as an official or employee of a public entity, that person's primary loyalty is to
the political subdivision that employs them. It shall not be a conflict of interest for said Board
member to express opinions or vote in a manner that reflects the self-interest of the public entity
that the Board member represents.
7.3 Acceptance of Gifts. No Director or officer shall accept any benefit as consideration for
any decision, opinion, recommendation, vote or other exercise of discretion in carrying out
official acts for the Corporation. No Director or officer shall solicit, accept, or agree to accept
any benefit from a person known to be interested in or likely to become interested in any
contract, purchase, payment, claim or transaction involving the exercise of the Director's or
officer's discretion. As used here, a benefit does not include:
(a) a fee prescribed by law to be received by a Director or officer or any other benefit
to which the Director or officer is lawfully entitled or for which he or she gives legitimate
consideration in a capacity other than as a Director or officer,
(b) a gift or other benefit conferred on account of kinship or a personal, professional.
or business relationship independent of the official status of the Director or officer;
(c) an honorarium in consideration for legitimate services rendered above and beyond
official duties and responsibilities if:
(1)
not more than one honorarium is received from the same person in a
calendar year;
(2) not more than one honorarium is received for the same service; and
(3)
the value of the honorarium does not exceed $50 exclusive of
reimbursement for travel, food, and lodging expenses incurred by the
Director or officer in performance of the services;
(d) a benefit consisting of food, lodging, transportation, or entertainment accepted as
a guest if reported as may be required by law.
7.4 Bribery. A Director or officer shall not intentionally or knowingly offer, confer or agree
to confer on another, or solicit, accept, or agree to accept from another:
28
(a) any benefit as consideration for the Director's or officer's decision, opinion,
recommendation, vote, or other exercise of discretion as a Director or officer;
(b) any benefit as consideration for the Director or officer's decision, vote,
recommendation, or other exercise of official discretion in a judicial or administrative
proceeding; or
(c) any benefit as consideration for a violation of duty imposed by law on the
Director or officer.
7.5 Nepotism. No Director or officer shall appoint, or vote for, or confirm the appointment to
any office, Position, clerkship, employment or duty, of an person related within the second
degree by affinity or within the third degree of consanguinity to the Director or officer so
appointing, voting or confirming, or to any other Director or officer. This provision shall not
prevent the appointment, voting for, or confirmation of any person who shall have been
continuously employed in any such office, position, clerkship, employment or duty at least thirty
(30) days prior to the appointment of the Director or officer so appointing or voting.
ARTICLE VIII. Miscellaneous Provisions
8.1
Fiscal Year. The fiscal year for the Corporation shall begin October 1 and end September
30. This fiscal year shall also be referred to as the Corporation Year.
8.2
Seal. The seal of the Corporation shall be such as from time to time may be approved by
the Board.
8.3
Gender. References herein to the masculine gender shall also refer to the feminine in all
appropriate cases, and vice versa.
8.4
Appropriations and Grants. The Corporation shall have the power to request and accept
any appropriation, grant, contribution, donation, or other form of aid from the federal
29
government, the State, any political subdivision, or municipality in the State, or from any
other source.
8.5
Amendments. These bylaws may be amended by the Board after notice of the proposed
amendments has been mailed to each Director of the Board at least ten (10) days prior to
the day of the meeting to consider same. The Board shall recommend such changes as it
deems necessary or desirable from time to time. Any amended Bylaws shall be signed by
the Chair and attested to by the Secretary. A copy of any amendment shall be mailed
immediately after its adoption to each Member.
8.6
Conflicts of Interest. Each Director, committee member and subcommittee member shall
have an affirmative duty to disclose to the Board of Directors, the committee or
subcommittee (as the case may be) any actual or potential conflicts of interest between
such Director, committee member or subcommittee member, and the Corporation where,
and to the extent that, such conflicts or potential conflicts directly or indirectly affect any
matter that comes before the Board of Directors, or any committee or subcommittee. It
shall not be a conflict of interest for a Director, committee member or subcommittee
member to express opinions or vote the interests of the political subdivision Member that
employs that individual.
30
RESOLUTION NO. 0 !-3
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AUTHORIZING THE CITY MANAGER
TO EXECUTE A CONTRACT FOR THE PURCHASE OF A LIFEPAK 12
DEFIBRILLATOR/MONITOR AND RELATED EQUIPMENT; MAKING
FINDINGS EXEMPTING SUCH CONTRACT FROM THE
REQUIREMENTS OF COMPETITIVE BIDDING; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the Fire Department has used LifePak defibrillator/monitor units for over
20 years to equip paramedics in the City; and
WHEREAS, the LifePak unit is used by all cities in the paramedic system controlled by
the University of Texas Health Science Center in Dallas; and
units;
WHEREAS, the City's firefighters are currently trained exclusively in the use of LifePak
WHEREAS, the LifePak 12 units are available from only one source because of patents,
copyrights, secret processes, or natural monopolies, and are necessary to preserve and protect the
public health and safety; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City Council finds and determines that the above
conditions exist and that it is necessary to procure a LifePak 12 unit, without complying with the
competitive bidding requirements of Chapter 252 of the Local Government Code because such
equipment may only be procured from a single source, and because it is necessary to preserve
and protect the public health and safety of the citizens of the City.
SECTION 2. That the City Manager be, and he is hereby, authorized and directed to
execute a contract with Physio-Control Corporation for the purchase of the equipment and
related appurtenances for the amount of $24,874.00.
· ~ 31318
SECTION 3. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the 21 st
day of February, 2001.
APPROVED AS TO FORM:
CITY ATTORNEY
(RLD/1-3 ! -01)
ATTEST:
NIN~WiL/SON, CiTY SECRETARY
31318 ,
RESOLUTION NO. 01-4
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AUTHORIZING THE CITY MANAGER
TO EXECUTE A CONTRACT FOR THE PURCHASE OF A PAN & TILT
COLOR CAMERA AND RELATED EQUIPMENT; MAKING FINDINGS
EXEMPTING SUCH CONTRACT FROM THE REQUIREMENTS OF
COMPETITIVE BIDDING; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Public Works Department has heretofore used equipment manufactured
by Cues, Inc. in connection with monitoring of the sanitary sewer system in the City; and
WHEREAS, the Cues equipment described herein is available from only one source
because of patents, copyrights, secret processes, or natural monopolies, and is necessary to
preserve and protect the public health and safety; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City Council finds and determines that the above
conditions exist and that it is necessary to procure a Pan & Tilt Color Camera and the data base/
data acquisition system known as Data Cap 3.0, without complying with the competitive bidding
requirements of Chapter 252 of the Local Government Code because such equipment may only
be procured, serviced and enhanced from a single source, STM Equipment, Inc. of Arlington and
because it is necessary to preserve and protect the public health and safety of the citizens of the
City to procure components that will work properly with existing equipment with no additional
modifications and no risk of serious damage to existing equipment. The Cues equipment also
has unique proprietary rights, codes and software to communicate with other Cues equipment.
SECTION 2. That the City Manager be, and he is hereby, authorized and directed to
execute a contract with STM Equipment. Inc., the exclusive authorized local dealer for Cues
equipment for the purchase of the equipment and related appurtenances, listed in Exhibit "A"
attached hereto, for the amount of $37,000.00.
39378
SECTION 3. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the 6th
day of March, 2001.
APPROVED:
HAROLD PEEK, MAYOR
(RLD/2-23-01)
ATTEST:
NfN~~r~, ~T-Y~ECRETARY
39378
RESOLUTION NO. 01-5
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS,
OPPOSING ANY LEGISLATION WHICH REQUIRES OR
PROMOTES SPECIFIC MANNING STANDARDS FOR FIRE
DEPARTMENT OPERATIONS.
WHEREAS, in the current session of the Texas Legislature bills have been introduced
such as HB 818, which requires a minimum of four (4) people on each piece of fire
equipment; and
WHEREAS, this is resulting in additional legislation being proposed that would mandate
other requirements, such as removal of municipal tort claims exemptions; and
WHEREAS, this legislation, as proposed, would result in additional costs of
approximately $500,000 to the taxpayers of University Park alone; and
WHEREAS, such costs would result in a significant mandated increase in taxes on all
Texas citizens; and
WHEREAS, there is no significant proof that additional benefits would be gained from
these additional expenditures, either in terms of personal safety or reduction of property
loss; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
That the City Council wishes formally to state its opposition to any legislation that would
mandate, in any manner, requirements for staffing of fire equipment, or that would place
pressure upon any city to adjust its manning level to meet standards proposed by anyone
other than an individual city itself.
PASSED AND APPROVED by the City Council of the City of University Park,
Texas, on the 6th day of March, 2001
MAYOR
RESOLUTION NO. 01-6
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, APPROVING THE TERMS AND CONDITIONS OF AN
INTERLOCAL AGREEMENT BY AND BETWEEN THE CITY OF
UNIVERSITY PARK, TEXAS, AND ANY PARTICIPATING GOVERNMENTAL
ENTITY IN THE NORTH TEXAS AREA DEMANDSTAR USERS GROUP,
ESTABLISHING A COOPERATIVE PURCHASING PROGRAM FOR GOODS
AND SERVICES; DESIGNATING THE PURCHASING AGENT AS THE
OFFICIAL REPRESENTATIVE OF THE CITY IN MATTERS RELATING TO
THE PROGRAM; AUTHORIZING ITS EXECUTION BY THE CITY
MANAGER, OR HIS DESIGNEE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, currently a number of governmental agencies in the North Texas area are
using Demandstar by Onvia, an Internet-based bid distribution system;
WHEREAS, the Interlocal Cooperation Act, Chapter 791 of the Texas Government
Code, authorizes local government entities to contract with each other to perform
government functions and services under the terms thereof;
WHEREAS, the City Council has been presented a proposed Intertocal Agreement by
and between the City of University Park, Texas, and any participating governmental
entity in the NORTH TEXAS AREA DEMANDSTAR USERS GROUP, establishing a
cooperative purchasing program for goods and services, a copy of which is attached
hereto as Exhibit "A" and incorporated herein by reference (hereinafter called
"Agreement"); and,
WHEREAS, upon hdl review and consideration of the Agreement, and all matters
attendant and related thereto, the City Council is of the opinion and finds that the terms
and conditions thereof should be approved, that the Purchasing Agent should be
designated as the official City representative in matters relating to the program, and that
the City Manager, or his designee, should be authorized to execute the Agreement on
behalf of the City of University Park.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF UNIVERSITY PARK, TEXAS;
Section 1. The terms and conditions of the Interlocal Agreement,
attached hereto as Exhibit "A" and made part hereof for all purposes, having
been reviewed by the City Council of the City of University Park and found to be
acceptable and in the best interests of the City of University Park and its citizens,
are hereby in all things approved.
Section 2. The Purchasing Agent of the City of University Park is hereby
designated as the official representative to act for the City in all matters relating to the
Cooperative Purchasing Program, including the designation of specific contracts in which
the City desires to participate.
Section 3. The City Manager, or his designee, is hereby authorized to execute the
Agreement and all other documents in connection therewith on behalf of the City of
University Park, substantially according to the terms and conditions set forth in the
Agreement.
Section 4. This Resolution shall take effect immediately upon its passage, and it
is, accordingly, SO RESOLVED.
DULY PASSED BY THE CITY COUNCIL OF THE CITY
UNIVERSITY PARK, TEXAS, on this the iST of 1~¥ ., 2001.
APPRO}/ED:
OF
NAI~'T ~~'~ SE~~C~TA R Y
ROBERT L. DILLARD, III, CITY AT~i'ORNEY
INTERLOCAL AGREEMENT
This agreement made and entered into this 15~' day of
~¥ , 2001, by and between the participating governmental
entity in the NORTH TEXAS AREA DEMANDSTAR USERS GROUP
(hereinafter called "USERS GROUP") and the CITY OF UNIVERSITY PARK,
TEXAS (hereinafter called "UNIVERSITY PARK") each acting by and through its
duly authorized officials:
WHEREAS, USERS GROUP is composed of local governments engaged
in the purchase of goods and services, which is a recognized governmental
function;
WHEREAS, USERS GROUP participants and UNIVERSITY PARK wish
to enter into an Interlocal Agreement pursuant to Chapter 791 of the Texas
Government Code (hereinafter "lnterlocal Cooperation Act") to set forth the terms
and conditions upon which USERS GROUP participants and UNIVERSITY
PARK may purchase various goods and services commonly utilized by each
entity;
WHEREAS, participation in a Cooperative Purchasing Program will be
highly beneficial to the taxpayers of USERS GROUP participants and
UNIVERSITY PARK through the anticipated savings to be realized and is of
mutual concern to the contracting parties;
WHEREAS, USERS GROUP participants and UNIVERSITY PARK have
current funds available to satisfy any fees owed pursuant to this Agreement.
NOW, THEREFORE, in consideration of the foregoing and the mutual
promises, covenants and obligations as set forth herein, USERS GROUP
participants and UNIVERSITY PARK agree as follows:
USERS GROUP participants and UNIVERSITY PARK will cooperate to
provide a program for the purchase of various goods and services
commonly utilized by all participants, where available and applicable,
("Cooperative Purchasing Program") and under such program may
purchase goods and services from vendors under present and future
contracts.
USERS GROUP participants and UNIVERSITY PARK will enter into
individual contracts with vendors under the Cooperative Purchasing
Program provided for under this Agreement. USERS GROUP participants
and UNIVERSITY PARK shall each be individually responsible for
payments directly to the vendor and for the vendor's compliance with all
conditions of delivery and quality of purchased items under such individual
contracts. USERS GROUP participants and UNIVERSITY PARK shall
each make their respective payments from current revenues available to
the paying party.
The term of the Agreement shall be for five (5) years from the date hereof
and may be renewed for two (2) additional five (5) year terms. Any
renewal of this Interlocal Agreement shall be in writing and signed by the
parties hereto, individually, at least thirty (30) days prior to any termination
date.
Notwithstanding anything herein to the contrary, participation in this
Agreement may be terminated by any party upon thirty (30) days written
notice to the other entities at the address set forth below the signatures
hereto.
The undersigned officer and/or agents of the parties hereto are duly
authorized officials and possess the requisite authority to execute this
Agreement on behalf of the parties hereto.
This Agreement may be executed in separate counterparts, each of which
shall be deemed an original and all of which together shall constitute one
and the same instrument.
EXECUTED hereto on the day and year first above written.
CITY O 7/,N I_VE RS ITY P/TEXAS.
BY: ~*'Z"R /--",-."~"
TITLE: I~IA¥OR
P.O. Box 8005
3800 University Blvd.
University Park, TX 75205
STATE OF TEXAS )
COUNTY OF DALLAS )
This instrument was acknowledged before me on the 15'1' day of
2001, by Bob Livingston, City Manager of the CI,~? OF UNIVER/S~Y PARK,
TEXAS, a home-rule municipal corporat[g...~3n .be, l~tlf,of such cor. p~d)Y/~tio
~"'~ ~Lk~ic, Slate
My Commission Expires: - -"-;--,:,~---
~;'¢?. Za'. .... r ...... --- --' ~-:---*"
06 / 01 / 03 ~,.;....:...~%. NINA UNDERWOOD WILS0~
of Tex,,,
'":::£'~F~'??..' Comm, Exp. 06-01-200_31
RESOLUTION NO. 0'1-7
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AUTHORIZING EXECUTION BY THE
CITY MANAGER OF A BREATH ALCOHOL TECHNICAL SUPERVISOR
SERVICE CONTRACT WITH DALLAS COUNTY; APPROVING THE
FORM OF THE CONTRACT ATTACHED HERETO AS EXHIBIT "A";
AND PROVIDING AN EFFECTIVE DATE
WHEREAS, the University Park Police Department has requested that the City Council
approve a contractual agreement with Dallas County for technical support from the Institute of
Forensic Sciences for an intoxilizer instrument and Certified Operators; and
WHEREAS, Dallas County has presented a contract for that purpose for review and
approval;
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. That the "Breath Alcohol Technical Supervisor Service Contract" attached
hereto as "Exhibit A" and made part hereof for all purposes be, and the same is hereby,
approved for execution by and between the City and Dallas County.
SECTION 2. That the City Manager be, and he is hereby, authorized and directed to
execute such contract on behalf of the City of University Park.
SECTION 3. That sufficient funds to pay for the services outlined in the Contract be,
and are hereby, appropriated from the applicable Police Department Fund, activity or account
for the current fiscal year. This Contract will continue in effect for succeeding fiscal years,
provided that sufficient funds are appropriated in the subsequent fiscal year budgets to pay for
the services to be purchased.
SECTION 4. This resolution shall take effect from and after its passage, and it is
accordingly so resolved.
DULY PASSED AND APPROVED BY THE CITY COUNCIL OF THE
UNIVERSITY PARK, TEXAS, THE 1st DAY OF MAY, 2001.
APPROVED: ~
CITY OF
40353
BREATH ALCOHOL TECHNICAL SUPERVISOR
SERVICE CONTRACT
ge
CONTRACTING PARTIES:
This contract and agreement is entered into by and between the County of Dallas, hereinafter
referred to as "County" and the City of University Park, in the County of Dallas, hereinafter
referred to as "City".
STATEMENT OF SERVICES TO BE PERFORMED:
The County, through the Institute of Forensic Sciences, will provide the services of
certified Technical Supervisors to the City in support of a certified breath alcohol
testing program. For the purposes of this agreement, certified Technical Supervisors
are defined by the Texas Department of Public Safety's (DPS) "Texas Breath Alcohol
Testing Regulatlons." As defined in the Regulations, the duties of the certified
Technical Supervisors, include, but are not limited to, the following:
Approve/certify all City breath testing instruments to be used for evidential
purposes in accordance with DPS regulations. Provide necessary
maintenance/repairs to ensure continued operation and certification of
instrument(s).
Approve all reference sample devices to be used in conjunction with evidential
breath alcohol testing in accordance with DPS regulations. Provide necessary
maintenance/repairs to ensure continued operation and approval of the device.
Provide general oversight to the City's breath alcohol testing instrument
operators, including conducting annual training for operator certification
renewal.
Provide expert testimony verifying the certification of techniques, methods,
and programs under the supervision of the technical supervisors.
The County, through the Institute of ForenSic Sciences, will establish and maintain an
adequate stock of breath testing supplies for City, including expendable items and
repair parts for existing breath testing equipment.
Revised 12/98
PAYMENT FOR SERVICES
In consideration for the services provided under this agreement, City agrees to
reimburse County through the Institute of Forensic Sciences for the costs of service
provision as follows:
For the provision of technical supervisor services for one instrument and
associated operators, City will pay County the monthly Basic Services Fee set
by the County, due within 30 days of receipt of an invoice prepared by the
Institute of Forensic Sciences.
For the provision of technical supervisor services to City with more than one
instrument, not including any spare instruments, City will pay County an
Additional Instrument Fee each month, in addition to all other charges. Such
payments will be made within 30 days of receipt of an invoice prepared by the
Institute of Forensic Sciences.
It is recommended that the City maintain no more than twenty (20) instrument
operators per instrument, not including spare instruments. Additional
operators may be authorized by the Technical Supervisor.
City will pay County for the costs for breath alcohol testing supplies and
instrument repair parts that are furnished by County within 30 days of receipt
of an invoice prepared by the Institute of Forensic Sciences.
B. The fees for the first term of this contract are as follows:
The Basic Services Fee shall be $250 per calendar month for a City within
Dallas County*.
The Basic Services Fee shall be $450 per calendar month for a City outside
Dallas County*.
The Additional Instrument Fee shall be $50 per month for each additional
instrument, not including spare instruments.
*As determined by the location of the seat of government.
Fees will be reviewed annually by the County. The City will be notified thirty (30)
days in advance of any fee increase. Any fee reductions shall become effective as
directed by the County.
Revised 12/98
IV. ACCESS TO INSTRUMENTATION
Vo
It is the responsibility of the City to provide appropriate County staff with 24 hour access to
instrumentation including but not limited to keys, security badges, security clearance, parking,
etc. as necessary and appropriate at no cost to Dallas County.
AGENCY
Vie
County and City agree and acknowledge that each entity is not an agent of the other and that
each entity is responsible for its own acts, forbearance, negligence and deeds, and those of
its officers, employees and agents in conjunction with the performance of work covered under
this agreement.
CONTRACT TERM
This agreement will be effective when signed by an authorized official on behalf of City, and
by the County Judge on behalf of County. The first term of this contract shall begin upon
execution of the contract by both parties and end on September 30, 2001. The contract shall
automatically renew for an additional term each year beginning on October 1 and ending on
September 30, unless superseded by an agreement between both parties or terminated as
specified in this agreement.
TERMINATION
vm.
This agreement may be terminated by either party by providing written notice of intent to
terminate the agreement actually delivered, or sent by certified U. S. mail to the County Judge
of Dallas County, for County, or to the Chief&Police of the City of University Park for City.
Termination of this agreement by either party will require notification as specified in this
section three months prior to the desired date of termination of this agreement.
VENUE
This contract shall be construed in accordance with the laws of the State of Texas. Exclusive
venue for any legal action between the parties arising from this contract shall be in Dallas
County, Texas.
CITY OF UIVERSITY PARK
cial
Dat?/°~/0)
Lee F. Ja
Date~
AS
:ks~,o, County Judge
Revised 12/98
BREATH ALCOHOL TECHNICAL SUPERVISOR
SERVICE CONTRACT
ge
He
CONTRACTING PARTIES:
This contract and agreement is entered into by and between the County of Dallas, hereinafter
referred to as "County" and the City of University Park, in the County of Dallas, hereinafter
referred to as "City".
STATEMENT OF SERVICES TO BE PERFORMED:
Ao
The County, through the Institute of Forensic Sciences, will provide the services of
certified Technical Supervisors to the City in support of a certified breath alcohol
testing program. For the purposes of this agreement, certified Technical Supervisors
are defined by the Texas Department of Public Safety's (DPS) "Texas Breath Alcohol
Testing Regulations." As defined in the Regulations, the duties of the certified
Technical Supervisors, include, but are not limited to, the following:
Approve/certify all City breath testing instruments to be used for evidential
purposes in accordance with DPS regulations. Provide necessary
maintenance/repairs to ensure continued operation and certification of
instrument(s).
Approve all reference sample devices to be used in conjunction with evidential
breath alcohol testing in accordance with DPS regulations. Provide necessary
maintenance/repairs to ensure continued operation and approval of the device.
Provide general oversight to the City's breath alcohol testing instrument
operators, including conducting annual training for operator certification
renewal.
Provide expert testimony verifying the certification of techniques, methods,
and programs under the supervision of the technical supervisors.
The County, through the Institute of Forensic Sciences, will establish and maintain an
adequate stock of breath testing supplies for City, including expendable items and
repair parts for existing breath testing equipment.
Revised 12/98
IH. PAYMENT FOR SERVICES
In consideration for the services provided under this agreement, City agrees to
reimburse County through the Institute of Forensic Sciences for the costs of service
provision as follows:
For the provision of technical supervisor services for one instrument and
associated operators, City will pay County the monthly Basic Services Fee set
by the County, due within 30 days of receipt of an invoice prepared by the
Institute of Forensic Sciences.
For the provision of technical supervisor services to City with more than one
instrument, not including any spare instruments, City will pay County an
Additional Instrument Fee each month, in addition to all other charges. Such
payments will be made within 30 days of receipt of an invoice prepared by the
Institute of Forensic Sciences.
o
It is recommended that the City maintain no more than twenty (20) instrument
operators per instrument, not including spare instruments. Additional
operators may be authorized by the Technical Supervisor.
City will pay County for the costs for breath alcohol testing supplies and
instrument repair parts that are furnished by County within 30 days of receipt
of an invoice prepared by the Institute of Forensic Sciences.
B. The fees for the first term of this contract are as follows:
The Basic Services Fee shall be $250 per calendar month for a City within
Dallas County*.
The Basic Services Fee shall be $450 per calendar month for a City outside
Dallas County*.
The Additional Instrument Fee shall be $50 per month for each additional
instrument, not including spare instruments.
*As determined by the location of the seat of government.
Fees will be reviewed annually by the County. The City will be notified thirty (30)
days in advance of any fee increase. Any fee reductions shall become effective as
directed by the County.
Revised 12/98
IV. ACCESS TO INSTRUMENTATION
VJ
VI,
vine
It is the responsibility of the City to provide appropriate County staff with 24 hour access to
instrumentation including but not limited to keys, security badges, security clearance, parking,
etc. as necessary and appropriate at no cost to Dallas County.
AGENCY
County and City agree and acknowledge that each entity is not an agent of the other and that
each entity is responsible for its own acts, forbearance, negligence and deeds, and those of
its officers, employees and agents in conjunction with the performance of work covered under
this agreement.
CONTRACT TERM
This agreement will be effective when signed by an authorized official on behalf of City, and
by the County Judge on behalf of County. The first term of this contract shall begin upon
execution of the contract by both parties and end on September 30, 2001. The contract shall
automatically renew for an additional term each year beginning on October 1 and ending on
September 30, unless superseded by an agreement between both parties or terminated as
specified in this agreement.
TERMINATION
This agreement may be terminated by either party by providing written notice of intent to
terminate the agreement actually delivered, or sent by certified U. S. mail to the County Judge
of Dallas County, for County, or to the Chief of Police of the City of University Park for City.
Termination of this agreement by either party will require notification as specified in this
section three months prior to the desired date of termination of this agreement.
VENUE
This contract shall be construed in accordance with the laws of the State of Texas. Exclusive
venue for any legal action between the parties arising from this contract shall be in Dallas
County, Texas.
CITY OF UIVERSITY PARK
COUNTY OF DALLAS
City Official
Lee F. Jackson, County Judge
Date Date
Revised 12/98
RESOLUTION NO. 01 - 8
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, ESTABLISHING GUIDELINES AND POLICIES
FOR INSCRIPTIONS IN PUBLIC PARKS; AND PROVIDING AN EFFECTIVE
DATE.
WHEREAS, citizens of the City have frequently offered the donation of trees,
benches, and other improvements to the public parks of the City; and
WHEREAS, in connection with such donations, citizens have offered the
placement of inscriptions thereon for various purposes; and
WHEREAS, it is necessary to the uniform treatment of such inscriptions that the
City Council establish guidelines and policies; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS;
Section 1. That the recommendations of the Park Advisory Committee with
regard to guidelines for inscriptions on park items be, and are hereby, adopted.
Section 2. That inscriptions allowed on trees, benches and other items dedicated
in public parks in the City of University Park be limited to the following:
B.
C.
D.
"In memory of ";
"Donated by ";
"In honor of "; or,
"Proper name(s) following (A) (B) or (C) above, or proper names standing
alone.
Section 3. That this Resolution shall take effect immediately upon its passage,
and it is, accordingly, SO RESOLVED.
DULY PASSED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, on the 3ra day of July, 2001.
HAROLD PEEK, MAYOR
CITY ATTORNEY
~T~EST: ,,//~ ~ '
I'/(I~,,~WI~, ~ SECRETARY
42014
RESOLUTION NO. 01-9
A JOINT RESOLUTION OF THE TOWN OF HIGHLAND PARK, TEXAS AND THE
CITY OF UNIVERSITY PARK, TEXAS REQUESTING THE LEGISLATIVE
REDISTRICTING BOARD OF THE STATE OF TEXAS TO KEEP HIGHLAND PARK
AND UNIVERSITY PARK WITHIN ONE HOUSE AND ONE SENATE DISTRICT.
WHEREAS, the Legislative Redistricting Board of the State of Texas has the responsibility to
determine district boundaries based on the latest census, and
WHEREAS, the Town of Highland Park and City of University Park has been in the same
House and Senate District, and
WHEREAS, the two municipalities are contiguous with a population of 33,000, share one
school district, the same water supply, an inter-local public safety agreement, and many other
mutual services, and
WHEREAS, both municipalities are "island" cities surrounded by the City of Dallas, and
represent a key part of the area's leadership and community.
NOW, THEREFORE BE IT RESOLVED,
SECTION 1. That the Town Council of the Town of Highland Park and the City
Council of the City of University Park urge the Legislative Redistricting Board of the State of
Texas to keep the Town of Highland Park and the City of University Park within one House and
one Senate District.
SECTION 2. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
1 of 2
PASSED AND APPROVED by the Highland Park Town Council on the 2nd day of July, 2001.
APPROVED AS TO FORM:
APPROVED:
Albert D. Hammack
Town Attorney
ATTEST:
Mayor
C--'""',~es Fisher L'"'~- - Town Secretary
APPROVED AS TO FORM:
Robert L. Dillard
City Attorney
ATTEST:
APPROVED:
Harold Peek
Mayor
/~q'na Wil~b'n v - -
C~cretary
2 of 2
RESOLUTION NO. 01-10
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING THE 2001 APPRAISAL ROLL OF THE DALLAS
CENTRAL APPRAISAL DISTRICT FOR THE CITY; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the City's assessor and collector of taxes has submitted to the City
Council the 2001 tax appraisal roll compiled by the Dallas Central Appraisal District; and
WHEREAS, the City Council is of the opinion that the 2001 appraisal roll should
be approved and adopted;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF UNIVERSITY PARK, TEXAS:
SECTION 1. That thc 2001 appraisal roll for the City of University Park, as
presented by the Dallas Central Appraisal District, be, and the same is hereby, approved
and adopted in all respects showing a total appraised property value of $4,453,186,270,
new property added to thc tax roll of a taxable value of $119,775,220, and a total taxable
value of property, after exemptions, for 2001 of $3,272,644,258.
SECTION 2. This Resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on
the7TH day of AUGUST ,2001.
APPROVED AS TO FORM:
CITY ATTORNEY
(RLD/8-1-01)
AP ;L
HAROLD PEEK, MAYOR
N~L_A '~:~ON,~'~Y SECRETARY
19857
RESOLUTION NO. 01-11
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING A MASTER FEE SCHEDULE; REPEALING
RESOLUTION NO. 01-1, AS AMENDED; AND PROVIDING AN EFFECTIVE
DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That Resolution No. 01-1, Master Fee Resolution, be, and the same is
hereby, repealed.
SECTION 2. That a new Master Fee Resolution Schedule, be, and the same is hereby,
adopted for the City of University Park. A true copy of the Master Fee Schedule is attached
hereto as Exhibit "A," and made a part hereof for all purposes, the same as if fully copied
herein.
SECTION 3. This Resolution shall take effect immediately from and after its passage
as the law and Charter in such cases provide, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the 4th
day of September 2001.
APPROVED:
MAYOR
APPROVED AS TO FORM:
CITY ATTORNEY
ATTEST:
EXHIBIT A
MASTER FEE SCHEDULE
TABLE OF CONTENTS
I. Administrative Services
1. Health Permit
2. Rental of City Facilities
3. Permit to Paint House Numbers on Streets
4. Licenses for Dogs and Cats
5. Returned Check Charge
6. Photocopy Charges
7. Code of Ordinance Book or CD Charge
8. New Resident Packet Charge
1
1
1
1
1
2
2
2
II. Building and Zoning
1. Building Permits
2. Trade Permits (Mechanical/Electrical/Plumbing/Concrete)
3. Registration of Mechanical, Plumbing, or Irrigation Contractor
4. Registration of Electrician's License
5. Fence Permits
6. Lawn Sprinlder Permits
7. Pool/SpaPermits
8. Sign Permits
9. Automatic Fire-extinguishingSystem & Fire Alarm Permits
10. Filing Fees (Amending plats, license agreements, special sign, P&Z, BOA)
11. Real Estate and Tax Inquiries
12. House Moving Permit and Related Charges
13. Moving Temporary Buildings and Mobile Homes
14. Registration for License to Install Automatic Fire-Extinguishing Systems
15. Grass and Weed MoWing Fees and Liens
16. Certificate of Occupancy
17. Re-inspectionFee
3
3
3
4
4
4
4
4
5
5
5
5
5
6
6
6
6
III. Utilities
1. Water Meter Security
2. Reconnectionof Water Service Following Cut-offfor Non-Payment of Bills
3. Emergency Water Cut-offService
4. Examination and Test of Meters
5. Meter Re-reads
6. Water Service
7. Conservation Surcharge
8. Sewer Service
9. Utility Service Construction Fees
10. Sewer Rate Re-calculation
6
7
7
7
7
7
8
8
9
10
Master Fee Schedule, Table of Contents
Page two
IV. Public Safety and Judicial
1. Impounded Vehicles
2. Wrecker Service Fees
3. Ambulance (MICU) Service
4. Solicitor's License
5. Commission for Private Guards
6. Impoundment Fees for Animals
7. 9-1-1 Emergency Service Fee
8. Alarm Permit/DireetAlarm Monitoring
9. Hose Cabinet Fees
10. Fire Re-inspectionFees
V. Sanitation
1. ResidentiaIGarbage Collection
2. Brush and Tree Limb Collection
3. Appliance, Furniture, and Large Item Collection
4. Commercial Garbage Collection
5. Residential Construction Sites
6. Liquid Waste Transport
7. Yard Waste Bags
8. Transfer Station Fees
9. ReeyelingFees
Vie
1.
2.
3.
4.
5.
6.
7.
Parks and Recreation
Goar Park Pavilion Reservation
Tennis Permits
Park and Playing Field Reservations for Filming
Playing Field Reservations
Park Reservations for Sports Clinics
Park Reservation Fees
Swimming Pool
ViI. Commercial Filming Fees
1. Small Productions
2. Large Productions
3. ReimbursementofPersonnel Costs
10
10
11
12
12
12
12
12
13
13
13
13
13
14
14
14
14
14
14
15
15
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16
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17
17
I. ADMINISTRATIVE SERVICES
Health Permit (Ch. 6, Sec. 6.304)
An annual fee of one hundred and seventy-five dollars ($175.00) will be collected from
each food service establishment for a Health Permit issued by the City Secretary and
thereafter for the renewal of such permit.
Rental of City Facilities (Ch. 1, Art. 1.700)
Council Chamber
(1) Community-relatedgroups which serve the youth or elderly shall be allowed the use
of the premises for ten dollars ($10.00) daytime use (8:00 a.m. to 5:00 p.m.) and
twenty dollars ($20.00) for evening use (5:00 p.m. to 11:00 p.m.).
(2) All other groups shall pay twenty-five dollars ($25.00) per daytime use and fifty
dollars ($50.00) for evening use.
Training Room & Conference Room
(1) Training Room - two hundred dollars ($200.00)
(2) Conference Room - one hundred & twenty-five dollars ($125.00)
Rental of city facilities shall be arranged with the City Secretary. No deposit shall be
required, but full payment shall be expected prior to the event. Cash or checks only shall be
received and must be in the City Secretary's office 24 hours in advance of the event to
maintain the reservation.
Permit to Paint House Numbers on Streets (Ch. 4, See.4.303)
A fee of fifty dollars ($50.00) for investigation shall be charged to any person applying for a
permit to paint house numbers on streets. The fee shall not be pro-rated and shall be paid at
the time the application is made and shall not be retumed to the applicant regardless of
whether a permit is issued or not.
o
Licenses for Dogs and Cats (Ch. 2, Art. 2.600)
The owner of each dog or cat more than four (4) months old in the City shall obtain a
license for such dog or eat from the City Mahager or his designee. At the time of
application for such license, the owner shall present a Certificate of Vaccination as specified
in the City Code and pay a licensing fee of ten dollars ($10.00) for each altered dog or eat
and twenty dollars ($20.00) for each unaltered dog or cat.
Returned Check Charge (Res. 93-16)
The maximum charge permitted under Texas law will be imposed by the City for the
collection of cheeks returned by the banks for the lack of funds when such cheeks are used
in payment to the City for deposits or obligations legally owed by the issuer of the said
returned checks. The Director of Finance will add the returned check charge to the other
obligations owed to the City by the issuer of the returned checks. The same charge shall be
applied to electronic funds transactions in which lack of funds prevents payment from being
made.
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The Director of Finance, with the approval of the City Manager, may waive such charge if
the City was negligent in the cashing of the check or if special circumstances deem the
waiver as appropriate; however, in all cases of a waiver complete records must be made of
the reason for the waiver.
Photocopy Charges (Admin. Order FNC- 10)
Article 6252-17a of the Texas Statutes allows the City to charge a reasonable fee to cover
thecosts ofreprodueingpublic documents for private use. The charge for reprodueingsuch
documents will be based on the following guidelines:
.: (1)
REPRODUCTION CHARGES
a. The charge for photocopies up to 8.5" x 14" will be ten cents ($0.10) for
eachpage.
b. The charge to reproduce documents larger than 8.5" x 14" will be fifty cents
($0.50) or the actual cost incurred by the City in obtaining the reproductions.
c. The charge to reproduce documents stored on microfilm will be two dollars
($2.00) per page.
d. The charge to retrieve information from computer data storage banks will be
computed at the rate of one hundred dollars ($100.00) per hour of operator
time.
EXCEPTION:
The charges in section (1) do not apply to official publications normally offered to
the public free of charge.
(3)
ADDITIONAL CHARGES:
Requests that are for 50 or more pages will be subject to an additional fee to cover
processing costs. The fee will be computed at the rate of fifteen dollars ($15.00) per
hour.
Code of Ordinance Book or CD Charge "
(1) The charge for thc Code of Ordinancc~ Book will be one hundred, fifty dollars
($15o.oo).
(2)
The charge for a CD-ROM of the Code of Ordinances will be twenty-five dollars
($25.oo).
(3)
The entire University Park Zoning Ordinance may be purchased for twenty dollars
($20.00).
New Resident Packet Charge
The charge for a new Resident Packet shall be $15.00 to anyone other than a new resident.
There is no charge for a new resident.
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BUILDING AND ZONING
1. Building Permits (Ch. 3, Sec 3.103)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential $.95/s.f. -
Non-residential 0.75% of valuation $75.00
(4) Additions, alterations, and repair fees:
Occupancy type Permit fee Minimum fee
Residential 1% of valuation $50.00
Non-residential 0.75% of valuation $75.00
(3) Demolition fees:
Occupancy type Permit fee
Residential $100.00
Non-residential $250.00
Trade Permits (Mechanical/Electrical/Plumbing/Concrete)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $75.00
Non-residential 2% of valuation $75.00
(2) Additions, alterations, and repair f6es: '
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $50.00
Non-residential 2% of valuation $75.00
Registration of Mechanical, Plumbing, or Irrigation Contractor
The registration fee for a mechanical, plumbing, or irrigation contractor shall be seventy-
five dollars ($75.00).
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o
Registration of Electrician's License (Ch. 3, Sec. 3.1007)
The fees for licensing of qualified electricians and electrical contractors shall be payable to
the City of University Park as set forth in the following table. The period for payment of fee
shall begin on January 1 st and end December 31st of the same calendar year. No Inspection
Permit will be issued, nor work authorized to permit the applicant thereof to enter into a
contract for or do any installation, maintenance or repair of any electrical work unless such
person has paid his annual registration fee as required by this subsection.
License type Annual fee
Electrical Contractor $75.00
Master Electrician $20.00
Journeyman Electrician :'"' $10.00
Fence Permits (Sec. 8-801, Zoning Ordinance)
Occupancy type Permit fee
Residential $50.00
Non-residential $100.00
Lawn SprinklerPermits (Ch. 3, Sec. 3.2203)
Occupancy type Permit fee
Residential $50.00
Non-residential $150.00
Pool/Spa Permits (Ch. 3, Art. 3.8)
Permit type Permit fee
Pool $250.00
Spa $150.00
Sign Permits (Ch. 12, Sec. 12.203, 12.209)
(1) Fee for Sign Permit:
The permit fee to construct, erect, or renovate a sign shall be seventy-five dollars
($75.00).
(3) An Investigation Fee shall be collected in addition to the permit fee whenever any
sign for which a permit is required has been installed, replaced or altered without
first having obtained a permit. Thc investigation fee shall be two (2) times the
amount of the permit fee. The Investigation Fcc shall be collected even if a permit
is not issued.
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Automatic Fire-ExtinguishingSystem & Fire Alarm Permits
The permit fee for the installation of an Automatic Fire-extinguishing System or a fire
alarm system shall be one percent (1%) of the valuation of the materials and labor involved.
10.
Filing Fee for Amending Plats, License Agreements, Requests for Special Sign
Districts, and Submissions for Planning and Zoning Commission and Board of
Adjustment Hearings (Ch. 12, Sec. 12.103)
(1) Thc fee to be paid by applicants who request an amending plat from the Building
Division shall be one hundred fifty dollars ($150.00) per request.
(2)
The fee to be paid by applicants who request a license agreement from the City shall
be one hundred dollars ($100) per request.
(3)
The fee to be paid by applicants who request a special sign district shall be one
hundred dollars ($100) per request.
(4)
The fees to be paid by applicants who request a hearing before the Planning and
Zoning Commission shall be three hundred dollars ($300.00) per application.
(5)
The fees to be paid by applicants who request a hearing before the Board of Adjust-
ment shall be one hundred fifty dollars ($150) per application.
11.
Real Estate and Tax Inquiries (Res. 85-9)
Employees of University Park shall not give out information relative to real estate
description or tax matters over the telephone to any commercial establishment. All
inquiries in regard to real estate descriptions, tax searching status, etc., shall be presented in
writing to the City and the City shall make a three dollar ($3.00) charge for each item
requested.
12.
House
(1)
(2)
(3)
Moving Permit and Related Charges (Ch. 3, Sec. 3.1701, 3.1705)
The applicant shall pay a fee of fifty dollars ($50.00) to the City for the Moving
Perr~it
The applicant shall reimburse the City of University Park for any personnel costs,
including overhead, directly related to providing assistance to the moving activity.
The building official may require a cash deposit at the time of application to ensure
partial or full payment of personnel costs. The hourly rate for each police officer
used for escort purposes is twenty-five dollars ($25.00) per hour.
All fees shall be paid to the City at the time of application for Moving Permit. I_f
escort personnel have to return, the building official may require that an additional
cash deposit be paid before the home, building, or structure is to be moved.
13.
Moving Temporary Buildings and Mobile Homes (Ch. 3, Sec. 1705)
The permit fee for the movement of a mobile or temporary home within the University Park
city limits shall be five dollars ($5.00).
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5
14.
15.
16.
17.
IH.
1.
Registration Fee for License to Install Automatic Fire-ExtinguishingSystems
(Ch.5 Sec. 5.1300)
The fee for registration of a license shall be seventy-five dollars ($75.00) for Fire Sprinkler
Contractor.
Grass and Weed Mowing Fees and Liens (Ch. 6, Sec. 6.204, 6.205)
(1) Fees-Owners of property mowed to correct tall grass and weeds shall pay a fee
equal to the cost of mowing plus interest at six percent from the date of mowing.
(2) Liens-Property liens filed for non-payment of fees and interest for mowing tall grass
and weeds will include a legal and administrative fee of fifty dollars ($50.00).
Certificate of Occupancy (July 1998)
The fee for a Certificate of Occupancy shall be fifty dollars ($50.00). All new businesses
moving into the City are required to obtain a Certificate of Occupancy from the Building
Inspection division.
Re-inspectionFee
A Re-inspection Fee may be assessed for each inspection or re-inspection when such
portion of work for which inspection is called is not complete or when corrections called for
have not been made. Contractor must pay a Re-inspection Fee of fifty dollars ($50.00) at
the Building Inspection Department prior to a subsequent inspection being made
UTILITIES
Water Meter Security (Ch. 11, Sec. 11.303)
(1) Before water service is furnished to a consumer at any address, the consumer shall
be required, upon making application for such service, to deposit with the manager
of the utility billin~: office, deposits amounting to the following for each meter:
Meter size Status Fee
5/8" and 1" meters Homeowner occupied $35.00
5/8" and 1" meters Rental units $65.00
Meters larger than 1" All $75.00
Hydrant meter Refundable deposit $1,000.00
Hydrant meter Installation fee $40.00
The deposit for apartments or duplexes that are not individually metered will be
thirty-five dollars ($35.00) per unit. For example, the deposit for a four-unit
apartment will be one hundred forty dollars ($140.00).
In the case of business institutions, the manager of the utility billing office may
require a deposit equal to three times the average monthly bill on such premises.
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4~
o
Reconnection of Water Service Following Cut-Off for Nonpayment of Water Bills
(Ch. 11, Sec. 11.306)
When water is cut offbecause of nonpayment, the manager of the utility billing office shall
not permit the water or sewer services to be resumed until the full amount delinquent, the
ten (10%) percent penalty, and a collection or reconnection charge of twenty dollars
($20.00) is paid. Such amount shall be paid at the utility billing office if reconnected during
normal office hours.
Emergency Water Cut-OffService (Ch. 11, Sec. 11.307)
Whenever any consumer, owner or occupant of premises shall request the City to cut offhis
water service at the meter for his convenience or due to the fact that his stop and waste or
house cut off is either nonfunctional or cannot be found, then the manager of the utility
billing office shall add a service fee to his bill of fifteen dollars ($15.00) for each cut off.
Examination and Test of Meters (Ch. 11, Sec. 11.308)
Any consumer shall have the right to demand that the meter through which water is being
furnished be examined and tested for the purpose of ascertaining whether it is or is not
registering correctly the amount of water which is being delivered through it to such
consumer; provided that, when such consumer desires to have any meter so examined and
tested, such consumer shall make application therefor in writing to the manager of the
utility office, and shall deposit with such application the amount charged for various sizes:
Testing any meter larger than 1" $15.00
Meter Re-reads (Ch. 11, Sec. 11.309)
Any consumer who feels that their measured water consumption is excessive may request
that the meter be re-read. Two (2) flee re-reads are allowed within each calendar year and
any in excess will be charged ten dollars ($10.00), unless there has been an error on the part
of the City or the meter is faulty.
Water Service (Ch. 11, Art. 11.4.000)
(1) The following water rates are hereby established and shall be collected. Th~
minimum monthly rates for all metered water service shall be as follows:
5/8" or 3/4" meter $ 7.50
1" meter $ 8.25
1 1/2" meter $10.70
2" meter $13.35
3" meter $15.90
4" meter $ 26.90
Portable meter $120.00
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(2)
Each consumer served during the month shall be entitled to the use of two thousand
(2,000) gallons of water paid under the minimum rates hereinabove specified. In
any billing period, where the water consumed is in excess of the minimum, the rate
shall be two dollars and thirty-five cents ($2.35) per 1,000 gallons or any portion
thereof.
(3)
Any duplex or multi-family dwelling which is served by a single water meter shall
be billed a minimum charge for each unit, occupied or vacant. All single family
units shall pay a minimum charge for each meter but such minimum shall provide
for a usage of 2,000 gallons per meter.
Conservation Surcharge (June - November billings) (Ch. 11, Art. 11.4000)
During the six (6) summer months, each water customer (except Southern Methodist
University) shall be subject to a conservation surcharge for all consumption in excess of
11,500 gallons. SMU meters shall be subject collectively to a monthly conservation
surcharge for all consumption in excess of the average amount of water used during the
immediately preceding October, November, December, January, February and March. The
surcharge rate shall be sixty-five cents ($0.65) per thousand (1,000) gallons for all excess
consumption.
Sewer Service (Ch. 11, Art. 11.500)
(1) The sewer charge for each single family, duplex or multi-family dwelling shall be
included in the utility bill and calculated as follows:
All sewer charges are based on the use of water passing through the water
meter or meters. All single family units, having more than one meter, shall
have the usage of meters added together for the purposes of this section;
however, if separate bills are rendered for a lawn sprinkler, such
consumption shall not be considered for sewer charges.
Any duplex or multi-family dwelling, which is served by a single wate~
meter, shall be billed a rhinimum charge for each unit, occupied or vacant,
and any usage over the minimum shall be averaged over each unit of the
dwelling as though each unit consumed the water the average indicates.
(c)
Any duplex or multi-family dwelling, having individual water meters for
each unit, shall be treated for sewer billing purposes as though each were a
single family dwelling.
(d)
There shall be a fourteen dollar and seventy-five cent ($14.75) minimum
sewer charge per unit which includes two thousand (2,000) gallons of water
per unit per month.
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Any water used in excess of two thousand (2,000) gallons per month shall
be billed at two dollars and twenty-one cents ($2.21) per 1,000 gallons per
month per unit for the sewer fee.
(0
The sewer bill for March through February shall be based on the average
billing of water over the three-monthperiod as listed below:
CYCLE I:
The water used during the months of November, December
and January.
CYCLEII:
The water used during the period of November 15 to
February 15.
(2)
For each business or commercial establishment of any nature, plus public
institutions such as schools and churches:
There shall be a fourteen dollar and seventy-five cent ($14.75)minimum up
to two thousand (2,000) gallons of water used per month.
Co)
Any water used in excess of two thousand (2,000) gallons per month shall
be billed at a rate of two dollars and twenty-one cents ($2.21) per 1,000
gallons per month.
(3)
For service to Southern Methodist University, two dollars and twenty-one cents
($2.21) per one thousand (1,000) gallons of water used per month, the monthly
charge for the period April through March, shall be based on the average mount of
water used during the months immediately preceding October, November,
December, January, February and March adjusted for lawn, swimming pool and
metered cooling tower use.
Utility Service Construction Fees (Ch. 11, Art. 11.600)
The following charges shall apply for' services performed by the. City:
1" water meter installation $1,200.00
Sewer tap installation $1,000.00
1" water meter and sewer tap installation in same excavation $1,600.00
Existing water meter and/or sewer tap removal per excavation $ 800.00
The City based on the size, location, current costs and specifications will determine the
price for the installation of water meters greater than one inch (1") and excavations other
than in the alley.
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10.
IV.
1.
Sewer Rate Re-calculation(Ch. 11, Art. 11.500e)
Sewer service customers may apply to have their sewer service charges re-calculated to the
previous year's rates. The fee for re-calculating sewer service charges shall be thirty dollars
($30.00).
PUBLIC SAFETY AND JUDICIAL
Impounded Vehicles (Ch 10, Sec. 10.2304)
(1) Actual cost as charged by the designated wrecker
impoundment plus a $20.00 administration fee.
(2) For storing a vehicle - $10.00 per vehicle per day.
service providing the
Wrecker Service Fees (Ch. 10, Sec. 10.2408)
(1)
A designated wrecker company or another emergency wrecker company authorized
by the Chief of Police to render specific services in a specific emergency shall
charge the following fees for towing vehicles with a light-duty wrecker (rates for
fractions of an hour are based on quarter hour increments):
(a)
Forty-five dollars ($45.00) for towing a vehicle from a point within the City
to another point within the City, to the City pound, or to a point inside the
Town of Highland Park.
Forty-five dollars ($45.00) for towing a vehicle from a point within the City
to a point inside LBJ Freeway and north of Interstate 30.
(c)
Fifty-five dollars ($55.00) for towing a vehicle from a point within the City
to a point inside LBJ Freeway and south of Interstate 30.
(d)
Seventy-five dollars ($75.00) for towing a vehicle from a point within
Dallas County outside LB) Freeway and north of Interstate 30.
(e)
Eighty-five dollars ($85.00) for towing a vehicle from a point within the
City to a point within Dallas County outside of LBJ Freeway and south of
Interstate 30.
(0
(g)
Il: IiOISTRF£~:CHEDO I.DOC
Twenty-five dollars ($25.00) for performing a service that does not require
that a vehicle be towed, including but not limited to adding fuel, prying a
bumper from a tire, or other similar services.
Twenty dollars ($20.00) for using dollies or flatbed wreckers in addition to
other allowable charges.
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08/30/01 2:09 PM
For towing a vehicle from a point within the City to a point not listed in
paragraphs (a) through (f) of this subsection, twelve dollars and fifty cents
($12.50) plus one dollar and fifty cents ($1.50)per mile or fraction thereof.
(i)
Forty dollars ($40.00) per hour of recovery time, such time to begin fifteen
(15) minutes after the light-duty wrecker has arrived on the scene, and to end
when the vehicle is ready to be towed.
(2)
The rates specified in paragraphs (a) through (i) in this subsection, shall be doubled
for heavy-duty wreckers. In addition to the specified rates for towing, a designated
wrecker company is authorized to charge ninety dollars ($90.00) per hour for
recovery time, such time to begin when the heavy-duty wrecker arrives on the scene,
and to end when the vehicle is ready to be towed. Rates for fractions of an hour are
based upon quarter hour increments. "
(3)
In addition to the base rates described above, the City charges a twenty dollar
($20.00) administration fee for any towing-related activity.
Ambulance (MICU) Service (Ch. 1, Sec. 1.1903)
(1) A base fee shall be charged per trip per person for transportation,by the Mobile
Intensive Care Unit (MICU) to a hospital providing emergency medical attention
within the boundaries of Dallas County. The base fee shall be set at the maximum
amount recoverable from Medicare on the day of transport. In all cases, whether
one (1) person or more than one (1) person is' transported in the same MICU, the
charge per trip applies to each individual transported.
(2)
Additional fees will be charged for each emergency medical aid provided to the
person or persons transported including, but not limited to, drags, bandaging,
oxygen, electrocardiogram (EKG), etc., that is allowable by Medicare. The cost of
these items will be the maximum charges allowed by Medicare. An itemized bill
will be provided to each transported patient listing each charge.
(3)
Each transported patient will be charged a mileage fee from the point of patient
loading to the hospital of patient preference in Dallas County. The mileage fee shall
be the maximum amount recoverable from Medicare on the day of transport. If the
patient is unable to establish a preference, transport will be made to the nearest
available hospital. Common transports are to Baylor, Children's, Charlton
Methodist, Doctors, Medical City, Methodist Central, Parkland, Presbyterian, St.
Paul, and Veterans hospitals.
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Solicitor's License (Ch. 4, Sec. 4.103)
A fee of fifty dollars ($50.00) for investigation of persons wishing to peddle, sell, solicit,
canvass, or take orders for any services, wares, merchandise, or goods shall be charged,
which shall not be prorated and shall be paid at the time application is made and shall not be
returned to the applicant regardless of whether a permit is issued or not.
Commission for Private Guards (Ch. 4, Sec. 4.407)
Each individual receiving a private guard commission shall pay a fee of fifty dollars ($50.00).
ImpoundmentFees for Animals (Ch. 2, Sec. 2.608)
The City shall collect a fee for the impoundment of any animal prior to the release of such
animal. The fee shall be twenty dollars ($20.00) per day. If the animal has been impounded
for observation for rabies and held for ten (10) days, the City shall collect a fee of two
hundred dollars ($200.00) and an additional fee of twenty dollars ($20.00) per day if such
impoundment is for a period in excess often (10) days.
9-1-1 Emergency Service Fee (Ord. 97/10)
The City shall collect a monthly 9-1-1 billing fee from each telephone service customer.
The fee shall be 6% of the service provider's base charge per line for residential, business,
and tnmk lines.
Alarm Permit/DirectAlarm Monitoring Fees
(1)
The City shall charge a fee of fifty dollars ($50.00) for the initial Alarm Permit. Each
year thereafter, Alarm Permit holders shall pay annual fee of twelve dollars ($12.00)
due on the anniversary date of their original application, which will be deducted from
their utility bill at the rate of $1.00 per month. Alarm Permits are not transferable.
(2)
Each Alarm Permit holder subscribing to the City's basic digital-dialer Direct Alarm
Monitoring system shall pay a fee of three hundred'dollars ($300.00) per year. This
fee may be paid in whole or in twelve (12)'monthly installments of twenty-five
dollars ($25.00) each. An additional $7.00 per month will be charged for a secondary
or back-up transmitting device for Direct Alarm Monitoring.
(3)
Each Alarm Permit holder subscribing to the City's optional radio-backup Direct
Alarm Monitoring system shall pay all fees related to the basic system, plus the actual
cost charged to the City by the radio network supplier. This fee may be paid in whole
upon determination of the City's current actual cost or in twelve (12) equal monthly
installments.
(4) Subscribing to the radio-backup system alone is not an option.
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Hose Cabinet Fees
The City shall collect an annual fee of two hundred dollars ($200.00) for each hose cabinet
in all parking structures. The fee is intended to recover the cost of regular hose testing and
records maintenance.
Ve
10.
Fire Re-inspection Fees
The City shall collect a fee of fifty dollars ($50.00) for the second re-inspection and one
hundred dollars ($100.00) for the third re-inspection.
SANITATION
Residential Garbage Collection (Ch. 6, Sec. 1.108)
The City shall charge the following sums per month for collection of garbage and trash
from residences:
Single-family dwelling $12.60
Two-family dwelling, per unit $12.60
Apartments, per unit - on residential route $12.60
Apartments, per unit- on commercial route $ 6.40
Carryout, per unit $79.00
Brush and Tree Limb Collection
An extra charge shall be assessed for pick-up of brush and tree limbs that are too bulky to
be tied in bundles. Brush and limbs shall be stacked on the parkway for pick-up and
charged as follows:
Manual pick-up $ 7.50
Mechanical pick-up- less than ½ truckload $50.00
Mechanical pick-up- ½ truckload $75.00
Mechanical pick-up- full truckload $100.00
Appliance, Furniture, and Large Item Collection
The City shall charge the following sums for the removal of appliances, furniture and other
large items:
Range or refrigerator $15.00
Washer, dryer, window air conditioner, water heater, $10.00
sofa, bed, etc.
These items shall be placed on the parkway and will be picked up on a "call-in" basis only.
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Commercial Garbage Collection (Ch. 11, Sec. 11.109)
(1) The City shall for its services in removing garbage and trash from all businesses,
lodging houses, boarding houses, commercial institutions, individual businesses,
firms or corporations, churches, schools, office buildings and properties, charge for
containers placed at any of such establishments, sanitation charges based upon the
following schedule:
(2) Nothing in this schedule shall prevent the Superintendent of Sanitation from
calculating rates which are lower or which exceed the schedule as long as time,
volume, and number of pick-ups are the basis for such calculation.
Residential Construction Sites
A one-time fee of one hundred and fifty dollars ($150.00) for garbage collection services
will be charged at the time of issuance of a Building Permit for residential construction
where the property will not be occupied during any or all of the construction, such as for
new homes or major remodels. Garbage collection services will be rendered to the property
during construction as part of the regular collection service to the area. (Res. No. 00-15)
Liquid Waste Transport (Ch. 6, Sec. 6.402)
The City shall not issue a liquid waste transport to an applicant until the appropriate
established fee is paid. A person shall pay a fee of two hundred and forty dollars ($240.00)
for the first vehicle and one hundred and seventy dollars ($170.00) for each additional
vehicle operated by the person. Each permit must be renewed annually.
Yard Waste Bags (Ch. 11, Sec. 11.103)
The City shall sell biodegradable yard waste bags for seventy-five cents ($0.75) each to
individuals. A discounted price may be set for sale of the bags by the City to retail
establishments or other organizations which intend to re-sell the bags to end users.
Transfer Station Fees (Res. 94-7)
University Park residents may use the City's transfer station once a month without charge."
Use of the transfer station is restricted to residents, who m~st be present when off-loading.
For more than one load per month, the following fees shall apply:
Pick-up track $40.00
Single-axle truck, less than 15-feet long $75.00
Double-axle truck, more than 15-feet long $100.00
Southern Methodist University vehicles $113.00
Recycling Fees (Res. 94-19)
Each resident receiving an individual City sanitation bill will be charged a recycling fee:
IAlley/curbside service I $2.02[
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] Carry-out service
PARKS AND RECREATION
Goar Park Pavilion Reservation (Ch. 13, Art. 13.400)
Rental of Goat Park Pavilion:
(1)
(2)
(3)
Residents of University Park may rent the pavilion for personal use for twenty
dollars ($20.00) per hour during the daytime (9:00 a.m. to 5:00 p.m.), and for thirty
dollars ($30.00) per hour for evening use (5:00 p.m. to 11:00 p.m.).
All other groups who use the pavilion for personal use, except those specified in the
following section, shall pay forty dollars ($40.00) per hour for daytime use, and
sixty dollars ($60.00) for evening use.
All applicants that desire to use the facility for business, commercial, or professional
gatherings may apply for the use of said pavilion for daytime hours between 9:00
a.m. and 5:00 p.m. and, if such application is approved, the applicant shall pay the
City Secretary seventy-five dollars ($75.00) per hour, but the applicant may make
no charges nor collect any money of any kind or character from any person
whatsoever.
Tennis Permits (Ch. 13, Sec. 13.204)
All qualified residents of the City of University Park, upon making application with the
Utilities Office, may secure an annual Tennis Permit. Such permit shall be numbered and
coded as to indicate the time of its validity. The charge shall be as follows:
Individual Permit $40.00
Family Permit $80.00
Children under 12 $ 7.50
Persons over 65 $ 7.50
Park and Playing Field Reservations for Filming~ (Ch. 11, Sec. 13.501)
Commercial.use of any and all park facilities, including tennis courts and Goar Park Pavilion,
for filming, photographing, etc., shall carry a charge of seventy-five dollars ($75.00) per hour,
plus a damage and clean up deposit of two hundred and fifty dollars ($250.00).
Playing Field Reservations (Ch. 13, Sec. 13.502)
Bona fide residents who are interested in making playing field reservations shall buy an annual
reservation card for a fee often dollars ($10.00).
Park Reservations for Sports Clinics (Ch. 13, Sec. 13.503)
Any individual or group wishing to use a park or playing field to conduct a sports clinic as a
profit-making venture shall reserve the park or playing field by filling out the appropriate
application forms in the Park Department Office and pay a fee of twenty dollars ($20.00)
per hour for each hour the clinic is operational in the park or on the reserved playing field.
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o
If, after the completion of the clinic, the number of hours during which the park or playing
field was actually in use exceeds the fee paid, the applicant shall be liable and responsible to
pay the additional fee in the Park Department Office within five (5) days. If the actual
number of hours is less than the fee paid, the applicant shall receive a pro rata refund. The
application forms and all fees must be in the Park Department Office at least one (1) week
before the clinic is scheduled to begin.
Park Reservation Fees (Ch. 13, Sec. 13.501)
Any organized group not sponsored by the City and having special features (i.e., pony rides,
petting zoos, bounce machines, port-a-johns, tents, etc.) which wishes to use a park, must
make a reservation with the Park Department, make a two hundred fifty dollar ($250.00)
refundable deposit, and pay a rental fee according to the following schedule:
Number ,of People .Fee Amount
1 - 25 $ 25.00
26 - 99 $100.00
100- 199 $200.00
200-299 $300.00
300 and up $500.00
Groups of twenty-five (25) or less that wish to reserve a park but would not use special
features do not have to make a deposit.
Baseball fields may also be reserved for an additional fee of fifty dollars ($50.00).
Swimming Pool (Ch. 13, Art. 13.300)
(1) All residents of University Park, non-resident property owners, and non-residents of
University Park but in the Highland Park Independent School District (HPISD) six
(6) years of age or older, upon making application, may secure an Annual
Swimming Pool Permit. The City may enact a lower fee for Annual Swimming Pool
Permits purchased before a stated date, which shall be noticed annually..The charge
for Annual Swimming Pool Permits shall be:
Renew New Renew New
permit permit permit- permit-
Resident - early -- early - later later
University Park property owner $40.00 $50.00 $50.00 $60.00
Non-University Park resident in Highland $80.00 $90.00 $110.00 $120.00
Park Independent School District
University Park Senior Citizen(age 60 and above) $35.00 $35.00 $35.00 $35.00
If an ~mmediate family of more than four (4) purchases more than four (4) Swimming Pool
Permits at one time, each Swimming Pool Permit in excess of four (4) shall be sold at half
price. The Senior Discount applies only to seniors who are University Park residents.
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(2)
(3)
(4)
(5)
(6)
(7)
A member of a group defined in subsection (1) above may schedule a birthday
party at the pool. Prior to the party, the member shall fill out an application
stating the date of the party, time of the party and number attending. There will
be a twenty-five dollar ($25.00) fee for the party, plus each party guest must pay
the regular admission fee or present his/her own season pass.
A member of a group def'med in subsection (1) above may secure permission for
guests to use pools by paying attendants at the gate a cash fee of five dollars ($5.00)
for each guest each time each guest uses the pool.
A member of a group defmed in subsection (1) not owning an Annual Swimming
Pool Permit may use the swimming pool upon presentation of identification and
paying a charge of five dollars ($5.00) per person each time the pool is used.
Lost Annual Swimming Pool Permit
If the Annual Swimming Pool Permit is lost, a duplicate may be secured for ten
dollars ($10.00).
Use of Pool by Children Under Six (6) Years of Age
Children under six (6) years of age, who are members of a group defined in
subsection (1) above or guests of a member of a group defined in subsection (1)
above, may use any of the pools without charge if accompanied at all times by a
parent or guardian sixteen (16) years of age or older.
If the parent or guardian desires to enroll such child in one of the swimming
instruction classes, a ten dollar ($10.00) enrollment fee shall be paid for the child.
Persons Who May Accompany Children to Small Pools
All adults in bathing attire accompanying children to small pools must pay a two
dollar and-fifty cent ($2.50) guest fee or purchase an Annual Swimming Pool
Permit.
VII. COMMERCIALFILMI31G FEES (Res. 96-11)
1. Small Productions
a. Filming Permit Application Fee
b. Rental of City parks (see Section VI)
Large Productions
a. Filming Permit Al~plication Fee
b. Filming Fees
First day of filming (or fraction)
Each additional day of filming
c. Permit Revision Fee
d. Rental of City parks (see SectionVI)
Reimbursement of Personnel Costs
$ 25.00
$200.00
$200.00
$ 50.O0
$ 50.O0
The applicant shall reimburse the City of UniverSity Park for any personnel costs (i.e.,
police, fire, traffic, etc.), plus overhead, directly related to providing assistance for the
filming activity. The Film Coordinator may require a cash deposit at the time of the
applieationto ensure full payment of personnel costs.
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RESOLUTION NO. 01-12
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS
AUTHORIZING THE CITY MANAGER TO SIGN AN ELECTRIC SUPPLY
AGREEMENT WITH THE WINNING BIDDER FOR THE ELECTRIC
LOAD OF CITIES AGGREGATION POWER PROJECT, INC. UPON
CONFIRMATION OF ECONOMIC BENEFIT TO THE CITY.
WHEREAS, the City of University Park, Texas ("City") is a member of Cities
Aggregation Power Project, Inc. (CAPP), a nonprofit political subdivision corporation dedicated
to securing electric power for its members in the competitive retail electric market effective
January 1, 2002;
WHEREAS, CAPP has received bids form qualified bidders to serve approximately 70
CAPP members more than 700 million kilowatt-hours (kWh) annually;
WHEREAS, CAPP has the expectation of negotiating with one or two bid finalists while
simultaneously working with a designated representative from each member city to establish and
maximize economic benefit;
WHEREAS, CAPP has provided a window of opportunity for its member cities to
confirm that the winning bid provides economic advantage to each member when the pricing and
terms of the winning bid are compared to perpetuation of service from the affiliated provider of
the incumbent utility with price to beat rates and independent economic advantage with regard to
the pricing of large non-price to beat accounts;
WHEREAS, it is necessary for the City to act expeditiously within the period between the
announcement of the winning bid and the signing of power contracts;
WHEREAS, it is necessary for the City to have a contract for the supply of electricity in
the new competitive environment.
NOW THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF UNIVERSITY PARK, TEXAS:
SECTION 1: That the City Manager is hereby charged to confirm that: (a) the winning
bid to supply CAPP's load will economically benefit the City when measured against service
from the affiliated Retail Electric Provider of the incumbent utility and (b) to work with CAPP in
the finalization of the contracting process and commitment of specific electric accounts of the
City to the aggregated load.
SECTION 2: That the City Manager is authorized to sign the necessary power supply
contracts or agreements ratifying the City's participation in CAPP after confirming economic
benefit to the City.
DULY PASSED AND APPROVED by thc City Council of thc City of University Park,
Texas, on this thc ~sth day of September ,2001.
APPROVED:
ATTEST:
RESOLUTION NO. 01-13
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AMENDING THE INVESTMENT POLICY
OF THE CITY OF UNIVERSITY PARK HERETOFORE ADOPTED BY
RESOLUTION NO. 00-12; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Public Funds Investment Act, as amended, requires the City to adopt an
investment policy by rule, order, ordinance or resolution, and to review such policy not less than
annually; and
WHEREAS, the Public Funds Investment Act, as amended, requires the Treasurer, the
Chief Financial Officer, and the Investment Officers of the City to attend investment training;
and
WHEREAS, the City of University Park approves of the investment training courses
sponsored by the Texas Municipal League and other independent sources; and
WHEREAS, the Treasurer, the Chief Financial Officer, and the Investment Officers of
the City have attended investment training courses as required by the Public Funds Investment
Act; and
WHEREAS, the attached investment policy and incorporated revisions comply 'with the
Public Funds Investment Act, as amended, and authorize the investment of City funds in safe and
prudent investments; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City of University Park has complied with the
requirements of the Public Funds Investment Act, and the Investment Policy, as amended,'
attached hereto as Exhibit "A" is hereby adopted as the Investment Policy of the City of
University Park, effective September 18, 2001.
SECTION 2. That the following individuals are hereby designated as Investment
Officers for the City of University Park: Kent Austin, Director of Finance; Bob Livingston, City
Manager; and, Judy Martin, Accounting Manager.
C:%windows%TEMPW. e$olution Invest Poi 2001.doc
SECTION 3.
accordingly so resolved.
This resolution shall take effect from and after its passage, and it is
DULY PASSED AND APPROVED by the City Council of the City of University Park,
Texas, on the l 8th day of September, 2001.
APPROVED:
HAROLD PEEK, MAYOR
APPROVED AS TO FORM:
CITY ATTORNEY
C:lwindowsITEMPIResolutlon Invest Poi 2001.doc
Investment Policy
September 18, 2001
City of University Park, Texas
,City of Universi~ Park. Texas - Investment Policy
CONTENTS
Prefa~ ............................................................................................................................. iv
e
1. PURPOSE
2.
3.
4.
Authorization ........................................................................................................ 1
Gonl ....................................................................................................................... 1
Scope ..................................................................................................................... 1
Review and Amendment ....................................................................................... 1
INVESTMENT OBJECTIVES
2.
3.
4.
Preservation and Safety of Principal ..................................................................... 2
Maintenance of Adequate Liquidity ..................................................................... 2
Return on Investments .......................................................................................... 2
Prudence and Ethical Standards ............................................................................ 3
INVESTMENT STRATEGY STATEMENT
2.
3.
4.
Operating Funds .................................................................................................... 4
Bond Debt Service Funds ..................................................................................... 4
Bond' Reserve Funds ............................................................................................. 4
Capital Projects Funds .......................................................................................... 5
SPECIFIC INVESTMENT POLICIES
Eligible Investments ............................................................................................ ,6
1. Obligations of the United States ................................................................ !.6
2. Obligations of the State of Texas ................................................................. 6
3. Agencies of the United States and State of Texas .......... ' ............................. 6
4. Obligations of other States, Counties, Cities ............................................... 6
5. Direct Repurchase Agreements .................................................................... 6
6. Certificates of Deposit ................................................................................. 6
7. Share Certificates of state and federal Credit Unions .................................. 7
8. Money Market Mutual Funds ...................................................................... 7
9. Local Government Investment Pools ........................................................... 7
Ensuring Safety of Principal ................................................................................... 8
1. Protection of Principal ................................................................................. 8
1. Approved Broker/Dealers/Financial Institutions/Depositories .............. 8
2. Master Repurchase Agreement .............................................................. 9
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.Ci _ty of University Par~ Texas - Investment Policy_
3. Collateralization ..................................................................................... 9
1. Allowable Collateral ..................................................................... 10
1. Certificates of Deposit .......................................................... 10
2. Repurchase Agreements ........................................................ 10
2. Collateral Levels ........................................................................... 10
1. Certificates of Deposit .......................................................... 10
2. Repurchase Agreements ........................................................ 11
3. Monitoring Collateral Adequacy .................................................. 11
1. Certificates of Deposit .......................................................... 11
2. Repurchase Agreements ........................................................ 11
4. Margin Calls ................................................................................. 11
1. Certificates of Deposit .......................................................... 11
2. Repurchase Agreements ........................................................ 11
5. Collateral Substitution ................................................................. 12
6. Collateral Reductions ................................................................. 12
4. Portfolio Diversification ...................................................................... 12
1. Bond Proceeds .............................................................................. 13
5. Limiting Maturity ................................................................................ 13
1. Operating Funds ........................................................................... 13
2. Bond Proceeds, Bond Reserves, Debt Service Funds .................. 13
2. Safekeeping ........................................................... " .................................... 14
1. Safekeeping Agreement ....................................................................... 14
2. Safekeeping of Certificate of Deposit Collateral ................................. 14
3. Safekeeping of Repurchase Agreement Collateral .............................. 14
Ensuring Liquidity ....................................... : ...................................................... 14
Achieving Investment Return ObjectiVes ........................................................... 15
1. Securities Swaps .......................................................................................... 15
2. Competitive Bidding ................................................................................... 15
3. Methods of Monitoring Market Price .......................................................... 15
4. Benchmark Rate of Return .......................................................................... !6
Responsibility and Controls ................................................................................ i6
1. Authority to Invest ....................................................................................... 16
2. Bonding requirements/Standard of care ...................................................... 16
3. Establishment of Internal Controls .............................................................. 17
4. Standard of Ethics ....................................................................................... 17
5. Training and Education ............................................................................... 17
6. Investment Committee ................................................................................ 18
Reporting ............................................................................................................. 18
Compliance Audit ............................................................................................... 19
Certification ........................................................................................................ 19
ADOPTING CLAUSE ................................................................................................. 20
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City of University Par~ Texas - Investment Policy,
APPENDICES
Ae
INVESTMENT LEGISLATION .................................................................... 21
MASTER REPURCHASE AGREEMENT .................................................. 48
BROKER/DEALER CERTIFICATION .......................................................
ATTACHMENTS
BROKER/DEALER QUESTIONNAIRE ......................................................
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City of Universi~ Park. Texas - Investment Policy
PREFACE
The purpose of this document is to establish specific investment policy and strategy
guidelines for the City of University Park, Texas ("City") in order to achieve the goals of
safety, liquidity and yield for all investment activity. The City shall review its investment
strategies and policy not less than annually. This policy serves to satisfy the statutory
requirement, specifically the Public Funds Investment Act, Chapter 2256 of the Texas
Government Code (the "Act"), to define, adopt and review a formal investment strategy
and policy.
It is the policy of the City that all available funds shall be invested in conformance with
these legal and administrative guidelines.
Effective cash management is recognized as essential to good fiscal management. An
aggressive cash management and investment policy will be pursued to take advantage of
investment interest as viable and material revenue to all operating and capital funds. The
City's portfolio shall be designed and managed in a manner responsive to the public trust
and consistent with state and federal law.
Investments shall be made with the primary considerations of:
· Preservation of capital and protection of principal
· Maintenance of sufficient liquidity to meet operating needs
* Security of City funds and investments
Diversification of investments to avoid unreasonable or foreseeable
risks
, Maximization of return on the portfolio
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SECTION 1
PURPOSE
.Ci_ty of University Park~ Texn.~ - Investment Policv
Purpose
1. Authorization
e
This Policy is to be authorized by the City Council in accordance with
Section $ of the Public Funds Investment Act (Chapter 2256, Texas
Government Code), which requires the adoption of a formal written
Investment Policy.
Goal
The primary goal of the City of University Park's Investment Policy shall
be to ensure the safety of all funds entrusted to the City; to maintain the
availability of those funds for the payment of all necessary obligations of
the City; and to provide for the investment of all funds, not immediately
required, in interest-bearing securities or pooled investment products. The
safety of the principal invested shall always be the primary concem.
Scope
This Investment. Policy of the City of University Park shall include all
investment activities of any fund of the City, except for the Firemen's
Relief and Retirement Fund, which is covered by a separate policy. In
addition to this Policy, bond funds, including debt service and reserve
funds, shall be managed by their governing resolution and federal law,
including the Tax Reform Act ..of.i986 and subsequent legislation. City
funds will be pooled for investment purposes.
4. Review and Amendment
This Policy may be amended from time to time as the City Council may so
desire, or as State Law may require. This Policy, which includes strategies
for each fund or pooled fund group, shall be adopted by resolution, nde, or
ordinance by the City Council and shall be reviewed annually by the City
Council. The fact that the Investment Policy has been reviewed and that
any amendments have been made must be recorded by resolution, nde or
ordinance.
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SECTION 2
INVESTMENT OBJECTIVES
_City of University Parl~ Texas - Investment Policy
2. INVESTMENT OILIECTIVES
The City shall manage and invest its cash with four objectives, listed in order of
priority: Preservation and Safety of Principal; Liquidity; Yield; and Prudence. All
investments shall be designed and managed in a manner responsive to the public trust
and consistent with State and Local Law.
The City shall maintain a comprehensive cash management program that includes the
prudent investment of available cash. Cash management is defined as the process of
managing monies in order to increase cash availability and interest earnings on short-
term investment of idle cash.
1. Preservation and Safety of Principal
The primary objective of City investment activity is the preservation of
principal in the overall portfolio. Each investment transaction shall be
conducted in a manner designed to avoid principal losses, whether they are
from securities defaults or erosion of market value. The manner in which
the City ensures safety of principal is presented in Section 4.2, "Ensuring
Safety of Principal." .,.- .~
2. Maintenance of Adequate Liquidity
The City investment portfolio shall be structured such that the City is able
to meet all obligations in a timely manner. Maintenance of adequate
liquidity is described in Section 4.3, "Ensuring Liquidity."
3. Return on Investments
Consistent with State law, the City shall seek to optimize return on
investments within the constraints of safety and liquidity. Investments
(excluding assets managed under separate investment programs, such as in
arbitrage restrictive programs) shall be made in permitted obligations at
yields equal to or greater than the bond equivalent yield on United States
Treasury obligations of comparable maturity. Other appropriate
performance measures will be established by the Investment Committee.
Specific policies regarding investment rote of return are presented in
Section 4.4, "Achieving Investment Return Objectives."
For bond issues to which Federal yield or arbitrage restrictions apply, the
primary objectives shall be to obtain satisfactory market yields and to
minimize the costs associated with investment of such fimds.
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.City of University Parl~ Texas - Investment Policy,
4. Prudence and Ethical Standards
The standard of prudence used by the City shall be the "prudent person
nde" and shall be applied in the context of managing the overall portfolio
within the applicable legal constraints. The prudent person rule is restated
below:
"Investments shall be made with judgment and care, under
circumstances then prevailing, which persons of prudence,
discretion and intelligence would exercise in the management of
their own affairs, not for speeulation, but for investment,
considering the probable safety of their capital as well as the
probable income to be derived."
In determining whether the Investment Officer(s) or Investment Advisor
under contract has exercised prudence with respect to an investment
decision, the determination shall be made taking into consideration the
investment of all funds over which the Officer/Advisor had responsibility
rather than a consideration as to the prudence of a single investment, and
whether the investment decision was consistent with the written
Investment Policy of the City. '
The Investment Officers, acting in accordance with written procedures and
exercising due diligence, shall not be held personally responsible for a
specific security's credit risk or market price changes, provided that these
deviations are reported immediately.
Specific policies describing the City's prudence and ethical standards are
found in Section 4.5, "Responsibility and Controls."
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SECTION 3
INVESTMENT STRATEGY STATEMENT
_Ci_ty of University Park. Texas - Investment Policy
3. INVESTMENT STRATEGY STATEMENT
The City maintains portfolios that utilize four specific investment strategy
considerations designed to address the unique characteristics of the fund groups
represented in the portfolios.
1. The Operating Funds
The investment strategy for operating funds has as its primary objective
the assurance 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 quality, short- to medium-term
securities. The dollar weighted average maturity shall be calculated in
accordance with GASB requirements. The weighted average maturity of
operating funds shall not exceed 548 days. Securities may not be
purchased that have a final stated maturity date that exceeds five (5) years.
2. The Bond Debt Service Funds
The investment strategy for bond debt service fund(s) has as its primary
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 that exceeds the next unfunded bond
debt service payment date.
3. Bond Reserve Funds
The investment strategy for bond reserve fund(s) has as its 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. The stated final maturity dates of
securities held shall not exceed five (5) years.
4. Capital Projects Funds
The investment strategy for capital projects funds portfolios has as its
primary objective the assurance that anticipated cash flows are matched
with adequate investment liquidity. These portfolios should include at
least 10% in highly liquid securities to allow for flexibility and
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_City of University Parl~ Texas - Investment Policy
unanticipated project outlays. The stated final maturity dates of securities
held should not exceed the estimated project completion date.
To maximize the effective investment of assets, all funds needed for general
obligations may be pooled into one account for investment purposes. The income
derived from this account will be distributed to the various funds based on their
average balances on a periodic basis. Proceeds of bond issues shall not be pooled
with other assets of the City, but shall be maintained in the fund issuing the bonds
with interest earnings on these invested proceeds recorded directly to that fund.
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SECTION 4
SPECIFIC INVESTMENT POLICIES
~ity of University Parl~ Texas - Investment Policy
4. SPECIFIC INVESTMENT POLICIES
1. Eligible Investments
Investments described below are those authorized by the Public Funds
Investment Act (Chapter 2256, Texas Government Code), as amended,
which is included and made a part of this Policy as Appendix A. The
following list may not contain all of those securities that are authorized by
state statutes, but only those that the City Council wishes to include in
their portfolios. The purchase of specific issues may at times be further
restricted or prohibited because of current market conditions. City funds
governed by this Policy may be invested in:
1. obligations of the United States or its agencies and instrumentalities;
2. direct obligations of the State of Texas or its agencies;
other obligations, the principal and interest on which are
unconditionally guaranteed or insured by the State of Texas or the
United States or its agencies and instrumentalities.
obligations of states, agencies, counties, cities and other political
subdivisions of any state having been rated as to investment quality by
a nationally recognized investment rating firm and having received a
rating of not less than A or its equivalent.
fully collateralized direct repurchase agreements having a defined
termination date, secured by obligations described by subdivision 1 of
this subsection, pledged to the City, held in the City's name and
deposited at the time the investment is made with the City with a third
party selected and approved by the City;' and placed through a primary
government securities dealer, as defined by the Federal Reserve, or a
financial institution doing business in Texas, and having a market
value (including accrued interest) of no less than the principal amount
of the funds disbursed;
6. certificates of deposit issued by state and national banks domiciled in
Texas that are:
1. guaranteed or insured by the Federal Deposit Insurance
Corporation, or its successor; or,
2. secured by obligations that are described by 1 - 4 above, which are
intended to include all direct federal agency or instrumentality
issues that have a market value of not less than the principal
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amount of the certificates or in any other manner and amount
provided by law for deposits of the City.
7. share certificates issued by state and federal credit unions domiciled in
Texas that are:
guaranteed or insured by the National Credit Union Share
Insurance Fund, or its successor; or,
secured by obligations that are described by 1 - 4 above, which are
intended to include all direct federal agency or instrumentality
issues that have a market value of not less than the principal
amount of the certificates or in any other manner and amount
provided by law for deposits of the City.
SEC-regulated, no-load money market mutual funds with a dollar-
weighted average stated portfolio maturity of 90 days or less and
whose investment objectives include seeking to maintain a stable net
asset value of $1 per share. No more than 15% of the City's average
fund balance may be invested in money market mutual funds, and the
City may not invest funds under its control in an amount that exceeds
10% of the total assets of any individual money market mutual fund.
Local government investment pools organized in accordance with the
Interlocal Cooperation Act (Chapter 791, Texas Government Act) as
amended, whose assets consist exclusively of the obligations that are
allowed as a direct investment for funds subject to the Public Funds
Investment Act (Chapter 2256, Texas Government Code). A public
funds investment pool must be continuously rated no lower than AAA,
AAA-m or at an equivalent rating by at least one nationally recognized
rating service.
Eligible investment pools must be authorized by the City Council, by
rule, order, ordinance, or resolution, as appropriate. The City Council
has approved the Texas Local Government Investment Pool
("TexPool"), administered by the Texas State Comptroller; the Local
Government Investment Cooperative ("LOGIC"), administered by
Southwest Securities Group, Inc; and the Lone Star Investment Pool
("Lone Star"), administered by the Texas Association of School
Boards.
Investments in collateralized 'mortgage obligations are strictly
prohibited. These securities are also disallowed for collateral
positions.
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The City will not bc rcquircxl to liquidate investments that were authorized
investments at the time of purchase.
2. Ensuring Safety of Principal
Ensuring safety is accomplished through protection of principal and
safekeeping.
1. Protection of Principal
The City shall seek to control the risk of loss due to the failure of a
security issuer or guarantor. Such risk shall be controlled by:
1. investing only in the safest types of securities as defined in the
Policy,
2. qualifying the broker/dealer and
whom the City will transact,
3. collateralization as required by law,
4. portfolio diversification, and
5. limiting maturity.
financial institution with
Settlement of all investment transactions, except those transactions
involving investments in mutual funds or local government investment
pools, must be made on a delivery versus payment basis. The purchase of
individual securities shall be executed "delivery versus payment" (DVP)
through the Federal Reserve System delivered to an authorized
safekeeping agent or "Trustee." By so doing, City funds are not released
until the City has received, through the Federal Reserve wire, the
securities purchased. The security shall be held in the name of the City by
the Trustee. The Trustee's records shall assure the notation of the City
ownership of or explicit claim on the securities. The original copy of the
safekeeping receipts shall be delivered to the City within twenty-four (24)
hours of the security's receipt by the Trustee.
1. Approved Broker/Dealers/Financial Institutions and Depositories
Investments shall only be made with those firms and institutions who
have acknowledged receipt and understanding of the City's Investment
Policy. The "qualified representative" of the business as defined in
Chapter 2256 of the Texas Govemment Code shall execute a written
certification to acknowledge receipt of the City's Investment Policy
and to acknowledge that the organization has implemented reasonable
procedures and controls to preclude imprudent investment activities
arising out of the investment transactions conducted between the entity
and the City. Should the City contract with an external investment
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advisor to execute the investment strategy, including the negotiation
and execution of investment transactions, a managing officer of the
investment advisory firm may sign the written certification in lieu of
the broker/dealer firms. This certification must be included as part of
the investment advisory contract.
Securities and certificates of deposit shall only be purchased from
those institutions included on the City's list of broker/dealers and
financial institutions as approved by the Investment Committee. All
securities dealers shall provide the City with references from other
public entities that they are currently serving. This list of approved
investment providers must be reviewed at least annually by the City's
Investment Committee and shall be recorded in the Committee's
meeting minutes. The City's Finance Advisory Committee shall
comprise the Investment Committee.
All state and national banks located in the State of Texas, which are
insured by the Federal Deposit Insurance Corporation (FDIC) are to
be considered as eligible depositories. The financial condition of the
bank shall be considered prior to establishing any accounts with that
bank. The Finance Advisory Committee shall review the bids
submitted by depository candidates and make a recommendation to the
City Council for final approval.
2. Master Repurchase Agreement
It is the policy of the City to require each issuer of repurchase
agreements to sign a copy of the City's Master Repurchase Agreement.
An executed copy of this agreement must be on file before the City
will enter into any repurchase agreement with an issuer. (See
Appendix B, "Master Repurchase Agreement".)
3. Collateralization
Consistent with the requirements of State law, the City requires all
bank deposits (including time deposits) to be federally insured or
collateralized with eligible securities. Financial institutions serving as
City Depositories will be required to sign an Agreement with the City
and its safekeeping agent for the collateral, perfecting the City's rights
to the collateral in case of default, bankruptcy or. closure.
The City shall not accept, as depository collateral, any security that is
not specifically allowed to be held as a direct investment by the City
portfolio (see 4.1). Repurchase agreements must also be collateralized
in accordance with State law. Each issuer of repurchase agreements is
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_City of University Park~ Texas - Investment Policy
required to sign a copy of the City's Master Repurchase Agreement.
An executed copy of this agreement must be on file before the City
will enter into any repurchase agreements with an issuer. (See
Appendix B, "Master Repurchase Agreement".) The City considers
repurchase agreements to be simultaneous purchases and sales of
securities as outlined in the Master Repurchase Agreement and not as
collateralized loans. However, the underlying securities may be
referred to as "collateral."
Evidence of the pledged collateral shall be maintained by the Finance
Director or a third party financial institution. All collateral shall be
subject to inspection and audit by the Finance Director or the City
independent auditors.
(1) Allowable Collateral
1. Certificates of Deposit
Eligible securities for collateralization of certificates of
deposit are U.S. Treasury obligations and government
agency securities. The eligibility of specific issues may
at times be restricted or prohibited because of current
market conditions.
2. Repurchase Agreements
Collateral underlying repurchase agreements is limited
to U.S. government and agency obligations, which are
eligible for wire transfer (i.e. book entry) to the City's
designated safekeeping agent through the Federal
Reserve System..
(2) Collateral Levels
Collateral is valued at current market plus interest accrued
through the date of valuation.
"1. Certificates of Deposit
The market value of collateral pledged for certificates
of deposit must at all times be equal to or greater than
102% of the par value of the certificate of deposit plus
accrued interest, less the amount insured by the FDIC
or its successors. Investment in eligible pooled
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Certificate of Deposit programs is authorized under this
section.
2. Repurchase Agreements
The market value of collateral required to be pledged
for repurchase agreements shall be a percentage of the
par value of the agreement plus accrued interest and
shall be maintained at the following levels:
Collateral U.S. Treasury U.S. Government
Maturity Securities Agency
1 year or less 102 % 102 %
1 year to 5 years 102 % 103 %
Over 5 years 103 % 104 %
(3) Monitoring Collateral Adequacy
1. Certificates of Deposit
The City requires monthly reports with market values of
pledged securities from all financial institutions with which the
City has certificates of deposit. The City's Investment Officer
will at least weekly monitor the adequacy of collateral.
2. Repurchase Agreements
Weekly monitoring by the City's Investment Officer of all
collateral underlying repurchase agreements is required. More
frequent monitoring may be necessary during periods of market
volatility.
(4) Margin Calls
1. Certificates of Deposit
If the collateral pledged for a certificate of deposit falls below
the 102% of the deposit, plus accrued interest less FDIC
insurance, the institution will be notified by the City and will
be required to pledge additional securities no later than the end
of the next succeeding business day.
2. Repurchase Agreements
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If the value of the collateral underlying a repurchase agreement
falls below the margin maintenance levels specified above, the
City will make a margin call unless the repurchase agreement
is scheduled to mature within five business days and the
amount is deemed to be immaterial.
(5) Collateral Substitution
Collateralized investments and certificates of deposit often require
substitution of collateral. Any broker or financial institution
requesting substitution must contact the Investment Officer(s) for
approval and settlement. The substituted collateral's value will be
calculated and substitution approved if its value is equal to or
greater than the required value (See 4.2.1.3.2.2). The Investment
Officer or must give immediate notification of the decision to the
bank or the safekeeping agent holding the collateral. Substitution is
allowable for all transactions, but should be limited, if possible, to
minimize potential administrative problems and transfer expense.
The Investment Officer may limit substitution and assess
appropriate fees if substitution becomes excessive or abusive.
Collateral may be substituted only with the oral authorization of
the Investment Officer, followed by written confirmations within
24 hours.
(6) Collateral Reductions
Should the collateral's market value exceed the required amount,
any broker or financial institution may request approval from the
Investment Officer to reduce collateral. Collateral reductions may
be permitted only if the City's records indicate that the collateral's
market value exceeds the required amount. Written confirmations
of the collateral reduction should be received within 24 hours of
the Investment Officer's approval.
4. Portfolio Diversification
Risk of principal loss in the portfolio as a whole shall be minimized by
diversifying investment types according to the following limitations.
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As discussed below, these limitations do not apply to bond proceeds.
Investment Type:
% of Portfolio
U.S. Treasury Notes/Bonds/Bills
* U.S. Agencies
* Local Government Investment Pools
Repurchase Agreements
Certificates of Deposit
· Money Market Mutual Funds
100%
60%
50%
30%
30%
15%
It is the policy of the City to diversify its investment portfolio so that
reliance on any one issuer or broker will not place an undue financial
burden on the City. Generally, the City should limit its repurchase
agreement exposure with a single firm to no more than 15% of the
value of the City's overall portfolio. To allow efficient and effective
placement of proceeds from any bond sales, these limits may be
exceeded for a maximum of five business days following the receipt of
bond proceeds.
(1) Bond Proceeds
Proceeds of a single bond issue may be invested in a single
security or investment if the Investment Committee determines that
such an investment is necessary to comply with Federal arbitrage
restrictions or to facilitate arbitrage record keeping and calculation.
5. Limiting Maturity
In order to minimize risk of loss due to interest rate fluctuations,
investment maturities will not exceed the anticipated cash flow
requirements of the funds. Maturity guidelines by funds are as follows:
(1) Operating Funds
(2)
The dollar weighted average days to final stated maturity shall be
548 days or less. The Investment Officer will monitor the maturity
level and make changes as appropriate.
Bond Proceeds, Bond Reserves, Debt Service Funds
The investment maturity of bond proceeds (including reserves and
debt service funds) shall be determined considering:
1. the anticipated cash flow requirements of the funds, and;
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the "temporary period" as defined by Federal tax law
during which time bond proceeds may be invested at an
unrestricted yield. After the expiration of the temporary
period, bond proceeds subject to yield restriction shall be
invested considering the anticipated cash flow requirements
of the funds.
3. Safekeeping
1. Safekeeping Agreement
The City shall contract with a bank or banks for the safekeeping of
securities either owned by the City as a part of its investment portfolio
or held as collateral to secure certificates of deposits or repurchase
agreements. The Safekeeping Agreement shall dearly define the
procedural steps for gaining access to the collateral should the City
determine that the City funds are in jeopardy. The safekeeping
institution, or Trustee, shall hold all aforementioned securities in an
account at the Federal Reserve Bank that specifies City ownership of
the account. The Safekeeping Agreement shall include the signatures
of authorized representatives of the City, the firm pledging the
collateral and the Trustee.
2. Safekeeping 'of Certificate of Deposit Collateral
All collateral securing certificates of deposit must be held by a third
party banking institution approved by the City, or collateral may be
held at the Federal Reserve Bank. The City's ownership in collateral
positions must be fully perfected.
Safekeeping of Repurchase Agreement Collateral
The securities that serve as .collateral for repurchase agreements with
dealers must be delivered to a third-party custodian with which the
City has established a third-party safekeeping agreement. The City's
ownership of all securities that serve as collateral for repurchase
agreements must be fully perfected.
3. Ensuring Liquidity
Liquidity shall be achieved by matching investment maturities with forecasted
cash flow requirements, by investing in securities with active secondary
markets, and by investing in eligible money market mutual funds (MMMF's)
and local government investment pools (LGIP's).
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A security may be liquidated to meet unanticipated cash requirements, to re-
deploy cash into other investments expected to outperform current holdings,
or to otherwise adjust the portfolio.
4. Achieving Investment Return Objectives
Investment selection for all funds shall be based on legality, appropriateness,
liquidity, and risk/return considerations. The portfolios may be actively
managed to enhance overall interest income. Active management will take
place within the context of the "Prudent Person Rule." (see Section 2.4).
1. Securities Swaps
The City may take advantage of security swap opportunities to improve
portfolio yield. A swap which improves portfolio yield may be selected
even if the transaction results in an accounting loss.
2. Competitive Bidding
It is the policy of the City to require competitive bidding for all individual
security purchases except for those transactions with money market
mutual funds (MMMFs) and loca! government investment pools (LGIP's)
which are deemed to be made at prevailing market rates, and for
government securities purchased at issue through a primary dealer at
auction price. Rather than relying solely on yield, investment in MMMFs
and LGIP's shall be based on criteria determined by the Investment
Committee, including adherence to Securities and Exchange Commission
(SEC) guidelines for MMMFs when appropriate.
At least three bidders must be contacted in all transactions involving
individual securities. Competitive bidding for security swaps is also
required. Bids may be solicited in any manner provided by law. For those
situations where it may be impractical or unreasonable to receive three
bids for a transaction due to a rapidly changing market environment or to
secondary market availability, documentation of a competitive market
survey of comparable securities or an explanation of the specific
circumstance must be included with the transaction bid sheet. All bids
received must be documented and filed for auditing purposes.
3. Methods of Monitoring Market Price
The methods/sources to be used to monitor the price of investments that
have been acquired with public funds shall be from sources deemed
reliable by the Investment Officer, including primary or regional
broker/dealers, established financial institutions providing portfolio
management/accounting services, financial publications, such as the Wall
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City of University Park, Texas - Investment Policy.
Street Journal, market information vendors such as Bloomberg or Telerate
and market pricing services.
4. Benchmark Rate of Return
As a general guideline, the City's cash management portfolio shall be
designed with the objective of regularly meeting the average return on
three-month U.S. Treasury Bills, or the average rate of 90-day Certificates
of Deposit. These indices are considered benchmarks for risk-free
investment transactions and therefore comprise a standard for the
portfolio's rate of return. Additional benchmarks may be developed and
recommended by the Investment Committee and used as a comparative
performance measures for the portfolio. Additional benchmarks that may
be considered for targeting by the Investment Committee include the
Constant Maturity Treasury Bill with the maturity that most closely
matches the weighted average maturity of the portfolio or a more
customized index made up of blended Merrill Lynch Treasury/Agency
indices.
The investment program shall seek to augment rates of return above this
threshold, consistent with legal restrictions and prudent investment
principles. In a diversified portfolio, measured losses are inevitable and
must be considered within the context of the overall portfolio.
5. Responsibility and Control
Authority to Invest
Authority to manage the City investment program is derived from a
resolution of the City. Those authorized by said resolution are designated
as Investment Officers of the City, and, in conjunction with the Investment
Committee, are responsible for investment decisions and activities. The
City reserves the right to contract with an external investment advisory
firm to manage the investment assets, and the resulting resolution will
grant investment authorization to the contracted firm. The Finance
Director shall establish written procedures for the operation of the
investment program consistent with this Investment Policy.
2. Bonding requirements/Standard of care
Each of the authorized investment officers shall be a bonded employee.
All participants in the investment process shall act responsibly as
custodians of the public trust and shall exercise the judgment and care,
under prevailing circmnstances, that a prudent person would exercise in
the management of the person's own affairs.
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Establishment of Internal Controls
The Finance Director is responsible for establishing and maintaining an
internal control structure designed to ensure that the assets of the entity are
protected from loss, theft or misuse. The internal control structure shall be
designed to provide reasonable assurance that the objectives are met. The
concept of reasonable assurance recognizes that (I) the cost of a control
should not exceed the benefits likely to be derived; and (2) the valuation of
costs and benefits requires estimates and judgments by management.
4. Standard of Ethics
City staff involved in the investment process shall refrain from personal
business activity that could conflict with proper execution of the
investment program, or which could impair the ability to make impartial
investment decisions.
City staff shall disclose to the City any material interests in financial
institutions that conduct business with the City, and they shall further
disclose positions that could be related to the performance of the City
portfolio. City staff, shall sUbordinate their personal financial transactions
to those of the City, particularly with regard to the timing of purchases and
sales.
An investment officer of the City who has a personal business relationship
with an organization seeking to sell an investment to the City shall file a
statement disclosing that personal business interest. An investment officer
who is related within the second degree by affinity or consanguinity to an
individual seeking to sell an investment to the City shall file a statement
disclosing that relationship. A statement required under this subsection
must be filed with the Texas Ethics Commission and the governing body
of the City.
5. Training and Education
In accordance with the Public Funds Investment Act (Chapter 2256, Texas
Government Code), the designated Investment Officers, or those personnel
authorized to execute investment transactions, must attend periodic
investment training. State law requires that training relating to investment
responsibilities must be provided by an independent source as approved by
the Investment Committee. Personnel authorized to execute or approve
investment transactions must receive at least 10 hours of investment
training within each two-year period. Newly appointed investment officers
must attain at least 10 hours of instruction relating to the officer's
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City of University Par~ Texas - Investment Polic~
e
responsibility under the Act within 12 months aRer assuming investment
duties.
6. Investment Committee
An Investment Committee that is comprised of the membership of the
Finance Advisory Committee shall be established to determine
investment guidelines, general strategies, and monitor performance.
The Committee shall meet quarterly to review performance, strategy
and procedures. The Investment Committee shall include in its
deliberation such topics as: performance reports, economic outlook,
portfolio diversification, maturity structure, potential risk to the City
funds, authorized brokers and dealers, and the target rate of return on
the investment portfolio.
Reporting
Investment performance is continually monitored and evaluated by the
Finance Director. The Investment Officer(s) will provide detailed reports, as
required by the Public Funds Investment Act (Chapter 2256, Texas
Government Code, Section 2256.023) for the City on a quarterly basis.
The Finance Director shall submit a quarterly investment report signed by the
investment officers-that summarizes current market conditions, economic
developments and anticipated investment conditions. The report shall
summarize investment strategies employed in the most recent quarter, and
describe the portfolio in terms of investment securities, maturities, risk
characteristics and shall explain the total investment return for the quarter.
The report will outline conformance to the restrictions of the Policy in the area
of diversification and term of maturity. The report will also compare the
performance of City's portfolio to appropriate benchmarks as determined by
the Investment Committee. The report shall summarize current market
conditions, economic developments and anticipated investment conditions.
The report shall also summarize investment strategies employed in the most
recent quarter, and describe the portfolio in terms of investment securities,
maturities and risk characteristics.
Within 60 days of the end of the fiscal year, the Finance Director or the
Investment Advisory firm shall present an annual report on the investment
program and investment activity. The report may be presented as a component
of the fourth quarter report to the City.
The quarterly investment report shall include a succinct management
summary that provides a clear picture of the status of the current investment
portfolio and transactions made over the last quarter. This management
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.City of University Par~ Texas - Investment Policy
stunmary will be prepared in a manner which will allow the City to ascertain
whether investment activities during the reporting period have conformed to
the Investment Policy. The report will include the following:
1. A listing of individual securities held at the end of the reporting period.
Unrealized gains or losses resulting from appreciation or depreciation
by listing the beginning and ending book and market value of
securities for the period.
3. Additions and changes to the market value during the period.
4. Average weighted yield to maturity or total return performance of the
portfolio on entity investments as compared to applicable benchmarks.
5. Listing of investments by maturity date.
6. The percentage of the total portfolio which each type of investment
represents.
7. Statement of compliance of the City investment portfolio with State
Law and the investment strategy and policy approved by the City.
7. Compliance Audit
In conjunction with its annual financial audit, the City shall perform a
compliance audit of management controls on investments and adherence to the
City's established Investment Policies. The results of the audit shall be
reported to the Investment Committee and the governing body of the City.
8. Certification
A copy of this Investment Policy will be provided to the senior management
of any bank, dealer, broker or investment advisor wishing to transact
investment business directly with the City in order that it is apprised of the
investment goals of the City. Before business is transacted with the firm, a
certification (Appendix C) must be signed by a senior member of a firm.
Should the City contract with an external investment advisor to execute the
entity's investment strategy, including the negotiation and execution of
investment transactions, a managing officer of the investment advisory firm
may sign the written certification in lieu of the broker/dealer firms. This
certification must be included as part of the investment advisory contract.
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SECTION 5
ADOPTING CLAUSE
.City of University Park~ Texas - Investment Policy
ADOPTING CLAUSE
This Investment Policy for the City of University Park, Texas is hereby adopted as of
the 18th day of September, 2001.
Mayqr _ ~ .
Di~ ~l~inahce ' y
ATTEST:
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RESOLUTION NO. o1-14
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS
NOMINATING OLIN B. LANE, JR. AS A CANDIDATE TO BE A
MEMBER OF THE BOARD OF DIRECTORS OF THE DALLAS
CENTRAL APPRAISAL DISTRICT.
WHEREAS, the Chief Appraiser of the Dallas Central Appraisal District has been charged
with the responsibility of conducting the election process to determine the membership of the Board
of Directors of the Dallas Central Appraisal District, according to the Property Tax Code of Texas;
and
WHEREAS, each of the incorporated cities and towns, except for the City of Dallas, shall
have the right to nominate by an official resolution one (1) candidate as a member of the Board of
Directors; and
WHEREAS, the said cities and towns shall, from among the nominations received, elect by
a majority vote, with each city and town being entitled to one (1) vote, a member of the Board of
Directors.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF UNIVERSITY PARK, TEXAS:
THAT the Council of the City of University Park, Texas does hereby nominate Olin B.
Lane, Jr. as a candidate to be a member of the Board of Directors of the Dallas Central Appraisal
District.
DULY PASSED AND APPROVED this 17th day of October 2001.
APPROVED:
Mayor
ATTEST:
! Q...___~'~ec~~
SEAL:
RESOLUTION NO. 01-15
A RESOLUTION OF THE CITY OF IffilVER$IT~ PARK , DALLAS COUNTY, TEXAS, CASTING ITS
VOTE FOR THE FOURTH MEMBER OF THE BOARD OF DIRECTORS OF THE DALLAS
CENTRAL APPRAISAL DISTRICT.
WHEREAS, Dallas County eligible taxing entities have expressed and approved an option which
allows for representation to the Appraisal District Board of Directors (in accordance with Section 6.03 of
the Texas Property Tax Code) as follows:
1. The City of Dallas shall appoint one (1) member to the Board.
2. The Dallas Independent School District shall appoint one (1) member to the Board.
The Dallas County Commissioners Court shall appoint one (1) member to the Board. The
member appointed by the Dallas County Commissioners Court shall not be a resident of
either the City of Dallas or the Dallas Independent School District.
Each of the incorporated cities and towns, except for the City of Dallas, shall have the right
to nominate by an official resolution one (1) candidate as the fourth member of the Board
of Directors. The said cities and towns shall, from the nominations received, elect by a
majority vote, with each city and town being entitled to one (1) vote, the fourth member of
the Board of Directors.
Each of the independent school districts, except for the Dallas Independent School District,
shall have the right to nominate by an official resolution one (1) candidate as the fifth
member of the Board of Directors. The said independent school districts shall, from the
nominations received, elect by a majority vote, with each independent school district being
entitled to one (1) vote, the fifth member of the Board of Directors.
The votes required for election to the Board of Directors in 4 and 5 hereof shall be by a majority
of those authorized to vote in 4 and 5 respectively and not by a majority of the quorum, and
WHEREAS, the City of II~IVERSlTY PARl~oes hereby cast its vote by marking the ballot below:
(Check one only)
BILL BINFORD
OLIN B. LANE, JR.
NOW, THEREFORE BE IT RESOLVED that the City Council of the City of I1NIVERSlTY PARK
does hereby confirm its one (1) vote for the election of OLIN B. Ld[l~, .JR. as the suburban cities'
representative to the Board of Directors of the Dallas Central Appraisal District.
PASSED AND APPROVED, this the
ATTEST:
dayof NOVEHBER ,2001/]
MAYOR
RESOLUTION NO. 01-16
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, RELEASING COVENANTS AND OBLIGATIONS
OF THE HIGHLAND PARK ISD EDUCATION FOUNDATION AND THE
YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN DALLAS
CONTAINED IN AN AGREEMENT DATED OCTOBER 5, 1999; AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, in connection with a zoning application by the Young Men's
Christian Association of' Metropolitan Dallas, the Association entered into an Agreement
with Highland Park ISD Education Foundation on October 5, 1999; and
WHEREAS, such Agreement contained covenants running with the land
described therein and said Agreement provided that said covenants and the obligations of
the Association and the Foundation could not be released without the consent of the City
Council of the City of University Park, Texas; and
WHEREAS, the City Council of the City of University Park wishes to give its
consent to the release of such covenants and obligations of the Association and the
Foundation on the conditions stated in this resolution;
NoW: THEREFORE,, BE' IT' RESOLVED BY THE CITY COUNCIL OF
THE CITY OF UNIVERSITY PARK, TEXAS;
Section 1. That there is currently pending, by and between the Highland Park
Independent School District ("District") and the Young Men's Christian Association of
Metropolitan Dallas ("YMCA"), a contract of sale of real property generally described
therein as the North YMCA property. That a condition of the closing of such sale is the
release of the above referenced obligations and covenants by the City of University Park
as they apply to such property and to the remainder of the YMCA pr6perty described
therein as the South YMCA property.
Section 2. That the City Council hereby agrees and consents to the release of such
obligations and covenants of the Highland Park ISD Education Foundation (Foundation")
and the Young Men's Christian Association of Metropolitan Dallas, recorded in Volume
99212, beginning at Page 1, of the Deed Records of Dallas County, Texas, such consent
and release to take effect upon presentation of appropriate closing documents of the
pending contract of sale for the North YMCA property between the District, as purchaser,
and the YMCA, as "seller, embodied in an instrument styled "First Amendment to
Agreement" between such parties and dated October 3'1,2001.
Section 3. That upon presentation of appropriate closing documents of such sale
to the City Secretary, in a form approved by the City Manager and City Attorney, this
Resolution shall take effect and the City Secretar~ois directed at such time to prepare and
deliver to the District, the Foundation, and the YMCA, a certified copy of this resolution.
44812
Section 4. This Resolution shall take effect as provided herein, and it is
accordingly so resolved.
DULY PASSED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, on the llth of December ., 2001.
CITY ATTORNEY
44812
RESOLUTION NO. 02-0!
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS, WAIVING ITS RIGHT
TO APPLY FOR THE JUVENILE ACCOUNTABILITY INCENTIVE BLOCK (}RANT
AND REQUEST THAT DALLAS COUNTY BE AWARDED THE (}RANT.
WHEREAS, funding from the Juvenile Accountability Incentive Block Grant (JAIBG) is
made available annually to State and local govemments to develop programs
that promote greater accountability in the juvenile justice system; and
WHEREAS, the Office of the Govemor, Criminal Justice Division (CJD) administers the
JAIBG for the State of Texas and has notified the City of University Park, Texas
of an award of $7443.00 from the FY 2001 JAIBG allocation, which is the fourth
year of funding; and
WHEREAS, the award of JAIBG funds requires a ten percent local cash match, which
will total $827.00 for the City of University Park, Texas; and
WHEREAS, a qualifying unit of local govemment may waive it's right to it's award and
request those funds be awarded to and expended for it's benefit by a larger or
contiguous unit of local government; and
WHEREAS, jurisdictions within Dallas County have in the first three years of JAIBG
funding collaborated in using JAIBG funds to develop and implement an
integrated data processing system linking law enforcement, prosecutors,
probation officials, schools and social service providers; and
WHEREAS, the Dallas County Juvenile Information System (JIS) is currently in
operation and is proving to be an effective information-sharing system; and
WHEREAS, funding from the fourth year of the JAIBG will be used to continue
development of the JIS; and
WHEREAS, Dallas County shall continue to serve as lead agency for the project and will
submit a consolidated application for JAIBG funding to CJD; and
WHEREAS, the City of University Park, Texas desires to waive it's dght to apply for and
requests that it's award be awarded to Dallas County .to be expended for it's
benefit by participating in the collaborative effort and the City of University Park,
Texas authorizes Dallas County to submit a consolidated application for JAIBG
funding to CJD for the purposes of developing and implementing an integrated
data processing system; and
WHEREAS, the City of University Park, Texas agrees to provide the required ten
percent cash match, totaling $827.00, to Dallas County for the collaborative
effort; and
WHEREAS, the City of University Park, Texas agrees to participate in the Juvenile
Crime Enforcement Coalition created by Dallas County by appointing one or
more representatives to serve on that coalition.
IT IS THEREFORE RESOLVED that the City of University Park, Texas hereby waives
its right to apply for funding under the Juvenile Accountability Incentive Block Grant and
requests that its award be awarded to Dallas County, who will submit a consolidated
application to the State of Texas, Office of the Governor, Criminal Justice Division, for
funding under the Juvenile Accountability Incentive Block Grant program for the
purposes of developing and operating an integrated data processing system for juvenile
offender cases in Dallas county and the City of University Park, Texas agrees to provide
the required ten percent cash match of $827.00 to Dallas County for the project. The
City of University Park, Texas further agrees to participate in the Juvenile Crime
Enforcement Coalition created by Dallas County by appointing Police Chief Gary Adams
or his/her designee to serve on that coalition.
DULY PASSED by the City Council of the City of University Park, Texas,
on the 23rd day of January, 2002.
^~/~]ROVED:
MAYOR
APPROVED AS TO FORM:
CITY ATTORNEY
ATTEST:
C I~_~E ~I:;[~TAR--Y~
Juven,ie Accountabilibj Incentive Block Grant Fund
JAI BG
APPLICATION WAIVER
cuu~ywishes~ochccseandha~erJ~Ar_hurizedOffi~] (theMm/ur, CiD/Mmrmz3ercrf~Juck3e) signin
463-6472. Ares°lut/cnisrequiredtobesukm~ittedwiththis waiver.
Please read t/~ fol 1 owir~ cm_re~_~l 1¥; cbe~_ _k the a£;~t~iate top or bottcrn box.
.The_ City__of___U.n__i. ye_r_s_i_t_y Park, Texas
....... ~Li'~S a[:plicar_iz:n fcr fu~ avail ~ble u~
X~ The City o_f..__U__nive. Es..i_ty..._pa._rk~__T_ex__a_s- ............. ~E~sitsal/giki/ity~oag~lyfcrasqam~
~ cf ciD/cox=y
gra~, h~uldlike~od=~9~ate Dallas___C._o_u__n3.y ............. astherecfi~aq:cf'rlnea//o:ar~.
/he governir~ board of~he City of University Park. Tex~qs passed a resolutic~n that
waives t3~ right ~o apply, names. Dallas CounTy as the designee for the
desi9r~e and names the representatives to serve cn tJ~ designee,s JGDC. The City of University
Park,
T>
RESOLUTION NO. 02'02
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY PARK, CALLING
AN ELECTION ON SATURDAY, MAY 4, 2002 FOR THE PURPOSE OF ELECTING A MAYOR.
AND FOUR COUNCILMEMBERS; AND PROVIDING AN EFFECTIVE DATE.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
That the City Council of the City of University Park, Texas, hereby orders that an election by held
in the City of University Park, Texas, on the 4~h day of May, 2002 to elect a Mayor for a two (2) year term
and four (4) Councilmembers for two (2) year terms.
Section 1: That the candidate receiving a majority of all votes cast for Mayor shall be elected for a two (2)
year term and the (4) candidates receiving the highest number of votes for Councilmember shall be elected
for two (2) year terms -
The polling place for said election shall be the UniVersity Park City Hall, 3800 University
Boulevard. The polls shall be open from 7:00 a.m. to 7:00 p.m.
None but legally qualified voters of the City shall be entitled to vote at said election.
Section 2: Notice of said election shall be posted, not later than April 12, 2002 on the bulletin board used to
publish notice of City Council meetings. The person posting the notice shall make a record at the time of
posting stating the date and place of posting.
Notice of said election shall be published in the official newspaper .of the City one (1) time not
earlier than April 4, 2002, and not later than April 24, 2002. The City Secretary shall secure affidavits
of publication from the official newspapers giving a record of the date and fact of publication.
Section 3: Trevor Rees-Jones is hereby appointed Presiding Election Judge and Russell F. Coleman is
hereby appointed Alternate Presiding Election Judge. The Presiding Election Judge shall appoint two (2)
election Clerks and as many additional Clerks as are necessary for the proper conduct of the election.' All
Judges and Clerks shall be qualified voters of the City.
Section 4: Early voting for the election shall be held at the office of the City Secretary at the City Hall on
April 17, 2002 to April 30, 2002 between the hours orS:00 a.m. and 5:00 p.m.
Section 5: After holding the election, the Presiding Election Judge shall promptly deliver returns to the City
Secretary and to the Mayor, and the City Secretary shall thereafter present such returns to the City Council
for the convassing of said election. The Presiding Election Judge and Alternate Presiding Election Judge
.and all Clerks appointed by the Presiding Election Judge shall be paid the sum of Six Dollars ($6.00) per
hour of their services in conducting the election, and not exceeding pay for more than one (1) hour of work
before the polls open. The Election Judge or Clerk who delivers the records, keys to the ballot box or
voting machine, other election equipment, and unused election supplies after the election shall be entitled to
additional compensation in the amount of Twenty-five Dollars ($25.00).
Section 5: After holding the election, the Presiding Election Judge shall promptly deliver
returns to the City Secretary and to the Mayor, and the City Secretary shall thereafter
present such returns to the City Council for the eonvassing of said election. The Presiding
Election Judge and Alternate Presiding Election Judge and all Clerks appointed by the
Presiding Election Judge shall be paid the sum of Six Dollars ($6.00) per hour of their
services in conducting the election, and not exceeding pay for more than one (1) hour of
work before the polls open. The Election Judge or Clerk who delivers the records, keys
to the ballot box or voting machine, other election equipment, and unused election
supplies after the election shall be entitled to additional compensation in the amount of
Twenty-five Dollars ($25.00).
The election returns shall be canvassed by the City Council not earlier that the 3ra
day or later than the 6th day after the Election Day at a time set by the Mayor. The City
Council shall canvass the returns as provided by law and, upon completion, shall declare
the results, and the person receiving the majority of all votes cast for Mayor shall be
elected Mayor and the four (4) persons receiving the highest number of votes for City
Councilmember shall be elected Councilmembers. Such elected officers may enter upon
their duties as soon as they have.qualified and taken the oath of office as provided by law.
PASSED AND APPROVED this 23ra day of January, 2002.
APPROVED:
Mayor
APPROVED AS TO FORM:
City Attorney
RESOLUCCION NO. 02-02
UNA RESOLUCCION DEL CONCEJO MUNICIPAL DE LA CIUDAD DE
UNIVERSITY PARK, LLAMANDO UNA ELECCION EL SABADO, 4 DE MAYO
DE 2002, CON EL FIN DE ELEGIR A UN ALCALDE Y A CUATRO
CONCEJALES; Y F~TIPULANDO UNA FECHA VIGENTE.
AHORA, POR CONSIGUIENTE, ES RESUELTO POR EL CONCEJO
MUNICIPAL DE LA, C1UDAD DE UNIVERSITY PARK, TEXAS:
Que e[ Concejo Municipal de la Ciudad de University Park, Texas, por este medio
ordene que se lleve a cabo una eleccion en la Ciudad de University Park, Texas, el 4 de
mayo de 2002, para elegir a un Alcalde para desempenar el cargo por un periodo de dos
(2) anos y a cuatro (4) concejales para desempenar el cargo por un periodo de dos (2)
anoso
Seccion 1: Que el candidate que reciba la mayoria de los votos dados para Alcalde se
elegido para desempenar el cargo por un periodo de dos (s) anos y los cuatro (4)
candidatos que reciban la mayor parte de los votos dados para Concejales sean elegidos
para desempenar el cargo por un periodo de dos (2) anos.
E1 lugar para votar en dicha eleccion estara en la Municipalidad de University
Park, 3800 University Boulevard. E1 lugar de votos estara abierto desde las 7:00 de la
manana hasta las 7:00 de la noche.
Nadie mas que los votantes legales y calificados de la Cuidad tendran el derecho
de votar en dicha eleccion.
Seceion 2: Se fijara aviso de dicha eleccion no mas tarde que el 12 de abril de 2002, en
el tablon donde se colocan anuncios empleado para publicar aviso de reuniones del
Concejo Municipal. La persona encargada de fijar el aviso anota~a al colocarlo
declarando la fecha y lugar del anuncio.
Se publicara el aviso de dicha eleccion en los periodicos oficiales de la Ciudad
una. (1) vez no antes del 4 de abril de 2002 no despues del 24 de abril de 2002. El
Secretario Municipal afu'mara un afidavit de publicacion de los periodicos oficiales
dando informe de fecha y hecho de publicacion.
Seceion 3: Trevor Rees4ones es nombrado por este medio Juez Actuante de Eleceion y
Russell F. Coleman es nombrada por este medion Juez Actuante Suplente de Eleccion.
El Juez Acmante de Eleccion nombrara a dos (2) Escribientes electorales y a tantos mas
Eseribientes como sea necesario para llevar a cabo adecuadamente la election. Todos los
Jueees y Escribientes seran votantes calificados de la Ciudad.
Seccion 4: Se llevaran a cabo los primeros votos de eleccion en la oficina del Secretado
Municipal en la Municipalidad el 17 de abril de 2002, al 30 de abfil de 2002 entre las
horas de las 8:00 de la manana y las 5:00 de la tarde.
Seccion 5: Despues de llevar a cabo la eleccion,- el Juez Actuante de Eleccion
rapidamente llevara los resultados al Secretario Municial y al Alcalde, y el Secretario
Municipal de alii en adelante presentara dichos resultados al Concejo Municipal para el
escrutinio de dicha eleccion. Se pagara al Juez Actuante de Eleccion y al Juez Actuante
Suplente de Eleccion y a todo Escribiente nombrado por el Juez Actuante de Election el
total de Seis Dolares ($6.00) pot hora pot su trabajo en llevar a cabo la eleccion, y no
sobrepasando pago por mas de una (1) hora antes de abrirse el lugar de votos. El Juez de
Eleccion o Escribiente que entregue los documentos, las llaves de la urna electoral o
aparato para votar, otro equipo electoral, y surtidos de eleccion no usados despues de la
eleccion tendra el derecho de recibir recompensa adicional en la cantidad de Viente y
Cinco Dolares ($25.00).
Los resultados de la eleccion seran examinados por el Concejo Municipal no mas
antes del 3 dia ni despues del 6 dia a partir del dia de eleccion a la hora nombrada pot el
Alcalde. El Concejo Municipal examinara los resultados como se estipula por ley y al
cumplirlo declarara los resultados finales, y la persona que reciba la mayoria de los votos
dados para Alcalde sera elegido como Alcalde y las cuatro, (4) personas que reciban la
mayor cantidad de los votos para desempenar el cargo de Consejal se delcarara elegido.
Dichos elegidos oficiales podran empezar a desempenar sus cargos tan pronto como sean
calificados y hayan prestado juramento al asumir su cargo como estipulado por ley.
APROBADA Y ACEPTADA este dia 23 de Enero de 2002.
ALCALDE
Ciudad de University Park, Texas
de University Park, Texas
RESOULTION NO. 0 2- 03
WItEREAS, The University Park City Council finds it in the best interest of the citizens of University
Park, Texas, that the FLIR Program be operated for the 2003 year, and
WHEREAS, The University Park City Council has considered the proposed application for State and
Federal Assistance for said project, in the amount of $10,000 to be submitted to the Office of the Govemor,
Criminal Justice Division, Local Law Enforcement Block Grant; and
WHEREAS, The University Park City Council has agreed to provide matching moneys for the said project
in the amount of$1,112, or an amount equal to one-fourth total project cost, as required by the grant
application; and
WHEREAS, The University Park City Council has agreed in that in the event of loss or misuse of the
Criminal Justice Division funds, The University Park City Council assures that the funds will be returned to
the Criminal Justice Division in full.
· NOW THEREFORE, BE IT RESOLVED that The University Park City Council approves submission of
the grant application for the FLIR Project to the Office of the Governor, Criminal Justice Division, LLEBG
Program in the amount of $11,112.
DULY PASSED by the City Council of the City of University Park, Texas on the 5~h day of February,
2002.
APPROVED:
MAYOR
RESOLUTION NO. 02-0 4
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS SUSPENDING THE
EFFECTIVE DATE OF THE PROPOSED RATE SCHEDULES OF TXU GAS DISTRIBUTION,
PROVIDING THAT THE RATE SCHEDULES OF SAID COMPANY SHALL REMAIN
UNCHANGED DURING THE PERIOD OF SUSPENSION, PROVIDING FOR NOTICE
HEREOF TO SAID COMPANY, AND FINDING AND DETERMINING THAT THE MEETING
AT WHICH THIS RESOLUTION IS PASSED IS OPEN TO THE PUBLIC AS REQUIRED BY
LAW.
WHEREAS, TXU Gas Distribution heretofore on March 1, 2002, filed with the City Council of the City of
University Park ("City") its Statement of Intent, together with its rate filing package, proposing to change
its rate schedules within the corporate limits of the City, effective on April 5, 2002 (the "proposed effective
date"); and
WHEREAS, in order to allow sufficient time for the consideration of the data filed by said Company, it is
the desire of the City Council to suspend, pursuant to Sectionl04.107(a)(1) of the Gas Utility Regulatory
Act, the proposed effective date of said proposed changed rate schedules;
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1.: That the effective date of the proposed changed rate schedules of TXU Gas Distribution is
hereby suspended a period of ninety (90) days from the proposed effective date;
SECTION 2. That the rate schedules of TXU Gas Distribution in effect within the City of University Park
on the date on which TXU Gas Distribution filed its said Statement of Intent shall continue in force during
the period of suspension provided in Section 1 hereof;
SECTION 3. That the City Secretary of the City of University Park is hereby directed to deliver a copy of
this Resolution to TXU Gas Distribution promptly after the passage hereof;
SECTION 4. It is hereby officially found and determined that the meeting at which this Resolution is
passed is open to the public and that public notice of the time, place and purpose of said meeting was given,
all as required by law.
PASSED AND APPROVED at a Regular Meeting of the City Council o~rtt~e City of University Park,
Texas on this the 2nd day of April, 2002. /APPROVED/J,._/1~
eVdee '
Mayor
RESOLUTION NO. 0 2- 0 5
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, ADOPTING POLICY GUIDELINES FOR USE OF
CITY INFORMATION MEDIA; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS;
Section 1. That various media are used by the City to share information with the
public, including the govermnent access channel on cable television, the ARBOR
Newsletter, inserts in water bills, and displays on City property. That the City Council
finds that it is necessary to establish written policies to provide control, uniformity, and
fairness with regard to the use of such media.
Section 2. That to accomplish the basic objective of providing the citizens of the
City with essential information pertaining to municipal services, the policy guidelines
attached hereto as Exhibit "A" are adopted as the official policy of the City of University
Park.
Section 3. That this Resolution, and the policy guidelines set out in Exhibit "A",
shall take effect immediately from and after its passage, and it is, accordingly, SO
RESOLVED.
DULY PASSED BY THE CITY COUNCIL OF THE crrY OF
UNIVERSITY PARK, TEXAS, on the 2nd day of April, 2002.
APPROVED:
HAROLD PEEK, MAYOR
APPROVED AS TO FORM:
CITY ATTORNEY
ATTEST:
43803
administrative
o rd e r c, j of University Park, Texas
Number: ADM-3
Date: April 2, 2002
Replaces: New
Subject: GUIDELINES FOR INFORMATION INCLUDED IN CITY
PUBLICATIONS AND DISPLAYED ON CITY PROPERTY
Objectives
The fundamental purpose of the government access channel, City newsletter,
utility bill inserts, and informational displays in City buildings is to provide the
residents of University Park with essential information pertaining to municipal
services. Programming and publishing will serve primarily to identify, explain,
and support municipal services; to promote the use of those services; and to
encourage interaction with municipal government and its respective citizens.
Guidelines
The govemment access channel, City newsletter, utility bill inserts, and
informational displays in city buildings operate under the authority of the
University Park City Manager as the chief administrative officer and in
accordance with the University Park City Charter and Ordinances.
· City informational devices are dedicated for the use of the municipal
departments and entities supported by the City of University Park in
presenting municipal information.
· Municipal information may include but is not limited to municipal programs,
agendas, and calendars of events, etc.
· Messages and inserts from City departments shall have first priority.
· Requests from groups other than City Staff to use City Media must be
approved by the City Council.
Prohibitions
City policy shall be to provide direct non-editorial information to citizens
concerning the operations and deliberations of their municipal government. The
City maintains full editorial rights to information included in City publications. The
informational resources of the City are not intended as a political forum, nor as a
mechanism for building support for a particular policy, program, issue, party or
individual.
City informational resources shall not be used for the following:
· Any commercial advertising message.
· Any purpose which constitutes libel, slander, invasion of privacy, violation of
trademark, or copyright, or which might violate any local, state, or federal law
including FCC regulations.
· Messages not related to City functions or operations.
ADMINISTRATIVE ORDER ADM-3
Page 2
Procedure
Those persons and organizations submitting requests to use the govemment
access channel, insert a flyer in the utility bills, display information at city
facilities, or include an article in the ARBOR, must complete and return a form
provided by the City Manager's Office. The completed request form must be
returned to City Hall within sufficient time to allow review of the material, and to
format and print the newsletter. Materials formatted and printed by the
requesting organization must be returned in time for review, approval, and
insertion in the utility bills. Requests to include information on the government
access channel or to place informational flyers or brochures in City facilities must
be submitted no less than 10 working days before the requesting party would like
the information to be posted. The City maintains the right to refuse any request
according to the guidelines listed above.
APPRO~~,~-~
(~~.°b L ~innag; teton
April 2, 2002
Request to Include Information in City Media
I would like to include a message:
In the ARBOR
On the government access channel
As an individual utility bill insert~
As a display in a City facility
(note: Inserts must be printed by the
individual or organization, and approved
by City staff.)
(note: Display items must be printed by the
individual or organization and approved by City
staff.)
Only organizations or events that are sponsored by a City department will be allowed to
insert materials or messages in City media. Questions or concerns regarding sponsorship
should be directed to the executive office and determinations will be made by the City
Council.
Please attach your intended message to this form and retum to the executive offices
located at City Hall (3800 University Blvd.) to be approved or disapproved by the City
Manager.
Requests to include information in the City Newsletter must be received at least 15 days
prior to the billing cycle for printing.
Requests to include information as an individual flyer in the utility bills must be received at
least 15 days prior to the date for insertion. Remember, if the request is fulfilled, the
requesting party is responsible for printing and delivering the necessary quantity of inserts
for the utility billing cycle. If the request is approved the inserts must be delivered,
finished, to the City Hall Utility Billing Office at least three days prior to the utility bill mailing
date.
Requests to include information on the govemment access channel or to display
information in City facilities must be received at least five days prior to the requested
display d ate.
Guidelines for inclusion of information in City media can be found in administrative order
ADM-3 adopted by resolution 01-14. The editorial staff reserves the right to edit or reject
material submitted to accommodate space.
If you have questions regarding billing dates, due dates, or the ARBOR, contact:
Kathleen Mashbum (214) 987-5316 or Alison Zelms (214) 987-5302.
I.! YEIcctronic Agcn(la.v'Agenda 3 -20-02 03.' I O/(r2_ 4:39 PM
RESOLUTION NO. 02-06
CANVASS OF RETURNS AND DECLARATION OF RESULTS OF AN ELECTION
HELD IN THE CITY OF UNIVERSITY PARK, TEXAS, ON MAY 4, 2002 FOR THE
ELECTION OF CITY OFFICIALS FOR THE CITY OF UNIVERSITY PARK, TEXAS.
BE IT REMEMBERED that, heretofore, on the 23rd day of January 2002, the City
Council of the City of University Park, Texas, duly called an election to be held on the 4th day of
May 2002, for the purpose of electing a Mayor for a two (2) year term and four (4)
Councilmembers for two (2) year terms.
BE IT REMEMBERED that on the 7th day of May 2002, at a meeting of the City
Council of the City of University Park, Texas, a quorum being present, the meeting was called to
order and the following business was transacted.
Upon motion duly made and seconded, it was unanimously ordered that the City Council
consider the official returns of an election held in the City on the 4th day of May 2002, for the
purpose of electing a Mayor and four (4) Councilmembers for the City of University Park.
WHEREAS, immediately after said election, the Presiding Judge and other election
officials holding said election made their returns and the results thereof to the City Council
according to law and duly authenticated that the written notice of said election was published and
posted for the time and in the manner provided by law and by the ordinance calling the election,
and all proceedings pertaining to said election having been shown to have been done and
performed at and within the time and within the manner provided by law, and all papers
pertaining thereto having been returned and filed with the City Council, and no protest or
objection being made to or regarding any matter pertaining to said election;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF UNIVERSITY PARK, TEXAS:
SECTION 1.
That after examining said returns and opening and canvassing the votes cast at said
election, the results of said election are as follows:
That there were 2,120 votes cast, according to the returns; and each of the candidates
listed on the ballot in said election received the following votes:
Name of Candidate Number of Votes Received
FOR MAYOR:
Harold Peek 1,354
FOR COUNCILMEMBERS:
Harry R. Shawver, Jr. 1,161
W. Richard "Dick" Davis 1,281
James H."Blackie" Holmes, III 1,161
James E. "Jim" Roberts 1,295
That there were no write-in votes cast.
SECTION 2.
THAT, on May 4, 2002, Harold Peek was elected Mayor of University Park; and that
Harry R. Shawver, W. Richard "Dick" Davis, James H. "Blackie" Holmes, II! and James E.
"Jim" Roberts were elected Councilmembers of University Park. The above parties are declared
duly elected to their respective offices subject to taking of oaths and filing bonds as provided by
law.
DULY ADOPTED by the City Council of the City of University Park, Texas, on the 7th
day of May 2002.
Harold Peek, Mayor
/~on, City ~ecretary
CITY OF UNIVERSITY PARK
UNOFFICIAL CUMULATIVE ELECTION RESULTS
GENERAL ELECTION
MAY 4, 2002
Total Ballots Cast
Total 2,120
.?g.__V_2t.e.r_s- ............. J.2_.8..6.7_.
% Turnout 16.48%
MAYOR
_ _C_a_ _n_d_ i_d_ _a_t _e.s_ ................................ _E_a_ _r I.y_. _V_o_tj _n_g_ .... _E_l.e.c. ti.o.n..D..a_y_ ..... T_.o.t.a.I.._V..o.t.e_.P._e_r_c.
Harold Peek 384 970 1354 10£
?oil ;~tir~ Rmp~t
COUNCIL MEMBERS- VOTE FOR 4
_qa_n. dj_d__a.t_e.s_ ................................ _E_a__qy_._V_o_tLn. g- .... _EJ_e__c_t[o__n__D__a.y_ ..... _T_o_t.a_L__V__o_te_.P__e_r_c_e__n_t_a.g__e_.
Harry Shawver
W. Richard "Dick" Davis
James "Blackie" Holmes
John Walsh
James E. "Jim" Roberts
329 832 1,161 19.41%
355 926 1,281 21.42%
328 833 1,161 19.41%
300 783 1,083 18.11%
368 927 1,295 21.65%
n~tral C~c~u~nting Manager
''~ TabLj~g~rvisor
5/4/02 8:02 PM
RESOLUTION NO. 02-07
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS
AUTHORIZING INTERVENTION IN GAS UTILITIES DOCKET 9292 AT THE
RAILROAD COMMISSION; AUTHORIZING PARTICIPATION IN A
STEERING COMMITTEE WITH OTHER CITIES SERVED BY TXU AND
REQUIRING REIMBURSEMENT FROM TXU LONE STAR PIPELINE OF
CITIES' REASONABLE RATE CASE EXPENSES
WHEREAS, TXU Lone Star Pipeline (LSP) filed a Statement of Intent with the
Railroad Commission (designated as GUD 9292) on April 5, 2002, to surcharge
residential and commercial gas customers who are residents of the City of University
Park to cover costs associated with a new pipeline to serve the Metroplex; and
WHEREAS, the requested surcharges of 37¢ per month and $2.10 per month on
residential and commercial customers, respectively, will adversely impact the City of
University Park and its residents; and
WHEREAS, Cities served by TXU have a history of cooperation in gas rate
matters and such cooperation in GUD 9292 will be efficient and cost effective in
evaluating whether the proposed pipeline is reasonable and necessary and whether
associated costs should be recovered in piecemeal ratemaking through a surcharge; and
WHEREAS, pursuant to Utilities Code § 103.023, municipalities have standing
to intervene in this case; and
WHEREAS, pursuant to Utilities Code § 103.022, municipalities are entitled to
reimbursement of their reasonable costs of participation;
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF UNIVERSTIY PARK, TEXAS:
SECTION I
That the City Council of the City of University Park, Texas, authorizes the
Assistant to the Director of Public Works, to represent the City on the Steering
Committee of affected cities (hereinafter called "Steering Committee") and authorizes the
Steering Committee, of which the City is a participating member, to retain legal counsel
and engage consultants, and to intervene on behalf of the City in related dockets and
appeals.
SECTION II
That the Steering Committee formed to oversee this effort on behalf of cities is
authorized to take all reasonable steps before the Railroad Commission and before the
Courts as may be necessary in an appeal of a Commission Order.
SECTION III
That LSP is hereby directed to promptly pay City's rate case expenses as they are
incurred.
SECTION IV
The City Secretary shall cause copies of this resolution to be sent to the TXU
representative:
Autry Warren
Rate Manager, TXU Gas Distribution
1601 Bryan Street
Dallas, Texas 75201-3402
and to:
Mr. Jay B. Doegey
City Attorney
City of Arlington
Post Office Box 231
Arlington, Texas 76004-0231
for forwarding to the Steering Committee.
SECTION V
That this resolution shall take effect immediately upon its passage and approval as
provided by law.
DULY RESOLVED by the University Park City Council on this the ~7t~ day of
May, 2002.
Harold Peek, Mayor
ATTEST:
l~li~W~retary
RESOLUTION NO. 02-08
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, APPROVING A CONTRACT FOR PREPARATION OF AN
EMERGENCY MANAGEMENT PLAN EVALUATION; AUTHORIZING THE CITY
MANAGER TO EXECUTE THE CONTRACT ON BEHALF OF THE CITY; FINDING
THAT SUCH CONTRACT IS SUBJECT TO AN EXEMPTION FROM THE
COMPETITIVE BIDDING REQUIREMENTS OF CHAPTER 252 OF THE LOCAL
GOVERNMENT CODE; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS;
Section 1. That the contract between the City of University Park and Erase Enterprises, a
true and correct copy of which is attached hereto as Exhibit "A", be, and the same is hereby,
approved.
Section 2. That the City Manager be, and is hereby, authorized and directed to execute
the contract on behalf of the City of University Park and to take all other steps necessary to give
effect to the requirements of the contract.
Section 3. That the City Council hereby finds and determines that, although this contract
exceeds $25,000.00, it is exempt from the competitive bidding requirements of Chapter 252 of
the Texas Local Government Code because it is procurement necessary to preserve or protect the
public health or safety of the City's residents.
Section 4. This resolution shall take effect immediately from and after its passage,
and it is, accordingly, so resolved.
DULY PASSED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, on the 15TRlay of MAY
,2002.
HAROLD PEEK, MAYOR
CITY ATTORNEY
N It~q~/~?L ~~Y'Y'"'S E C RE TARY
47476
PROPOSAL
ERASE
ERASE Ente pr
is pleased to offer to
The City of University Park, Emergency Management
3800 University Boulevard, University Park, TX 75205-1711
this PROPOSAL for
the Following Training Services & Assessment Programs:
· Hazard and Target Assessment
Conduct a hazard assessment of governmental facilities to ensure the safety of the
citizens and employees in the event of a terrorist act. Included in the assessment would be any
target area within the City that could cause instability in the daily routine or services rendered to
the citizens of University Park. $14,000.00
· Review of Emergency Management Plan
It would be in the best interest of the City to have the Emergency Management Plan
reviewed by an outside source. It is the intent of the plan to respond to any type of catastrophic
emergency and maintain the organizational integrity of city government. It would be necessary
to develop a survey for each city department to determine preparedness plonnlng levels of
disaster recovery of documents, equipment and additional office space should an undesirable
event occur. Once the survey is completed ERASE Enterprises would develop guidelines for
each department to follow. $10,650.00
· Develop Tabletop Exercise
ERASE Enterprises would develop a tabletop exercise to evaluate the emergency plan.
The tabletop exercise would utilize the staff of Southern Methodist University and the Town of
Highland Park. Once the evaluation is made, any recommendations would be written into the
Emergency Management Plan. $8,850.00
· Conduct Incident Command Course
While the Fire Department is familiar with operating an Incident Command System,
other city departments may not be. It will be beneficial for department heads and supervisors to
have instruction on how to structure and operate within a command system. This program also
includes 25 copies of the course participant manual. $5,000.00
The total cost includes fees for the development and delivery of each prograrm
If each of the above programs is charged separately, the total cost to the City of University Park
totals $38,500.00. However, if the City of University Park chooses to contract for all 4 programs
at the same time, the fee charged by ERASE Enterprises will be discounted to: $35,000.00.
This price quote expires on April 26, 2002.
BRAgB
Enterprises 1
1-800-372-7330
Emergency Management Project -City of University Park
Spring 2002
Overview of Project Methodology and Work Plan
For
The Emergency Management Planning Project- City of University Park
Hazard and Target Assessment
ERASE will conduct a city-wide counter-terrorism safety and security audit of
infrastructure targets, public safety facilities, public safety vehicles, government
operation centers, and communication systems used by government agencies &
departments, including the reliance on private sector systems for critical city operations).
ERASE has proprietary audit instruments that have been developed for use for our other
government and private sector clients for similar assessments. These instruments have
been developed for use at both site-specific facilities as well as for geographical
jurisdictions. We have also developed some of the materials used in the design of these
instruments while working on foreign projects and projects associated with the United
States military. Our staff will modify these instruments to make them site specific to the
City of University Park and then apply them to the assessment of the identified
government owned and operated targets within the city.
We are planning to spend one day (PM, SAl) evaluating the design of city government
services and modification of our evaluation and assessment instruments.
Following the modification of the instruments we will spend one day on site (PM, SA) in
the city performing the actual site audits and inspections. The Project Manager and the
assigned Special Agent will evaluate different facilities (police, fire, water,
transportation, communication, power, etc.) on the same day.
The results of the assessment will be organized and summarized in a written narrative
report on each facility evaluated. We will submit one executive summary that identifies
the common weaknesses present with the facilities evaluated and an overall statement
relating to the state of readiness of city facilities. Our report will identify common
exposures and common solutions to these exposures. All weaknesses will be listed in the
report by target facility or operation involved with the associated recommendation for
improvement. The report development and production will require one day of work (PM,
SA).
i Project Manager = PM, Special Agent = SA, after each reference to a number of days of work, the PM
and / or SA identifier will be shown to note which consultant, or both, will be dedicated to the task for the
number of days shown.
ERASE
Enterprises
www.erase.com
1-800-372-7330
Emergency Management Project - City of University Park Spring 2002
Review of Emergency Management Plan
Our Project Manager will review the Emergency Management Plan for overall content
and evaluate the completeness of the plan as compared to nationally recognized standards
and the ERASE EMP model developed by our staff. The ERASE model has been used to
develop and audit Emergency Management Plans for local, state, and federal government
agencies and jurisdictions. We also have used our model to develop corporate
Emergency Management Plans for many sectors in the business community. Our model
was developed by our president and several of our senior agents using their extensive
experience in preparing for, responding to, and recovering from disaster situations and
crisis incidents beyond the normal resource levels available to local communities, state,
and federal agencies. Our staff expertise comes from both urban and suburban
backgrounds. We are familiar with the City of University Park and its terrain,
demographics, and physical resource levels and know that our project team will be on
target with our review and recommendations of the current Emergency Management
Plan. We will evaluate the current EMP in accordance with recommendations from the
Federal Emergency Management Agency (FEMA), the International City Manager's
Association (ICMA), and with state and local statutes in mind as well. One day of time
will be spent in the initial review of the plan and the review of our validation process for
the plan (PM). The Special Agent assigned to this part of the project will spend two days
reviewing the Project Manager's notes, validating the various segments of the plan for
accuracy and implementation capabilities. Any deficiencies or areas of concern will be
identified in a written report and sent to the client for distribution to the various
departments that might need to update or rewrite their sections of the plan.
Develop Table Top Exercise
ERASE will develop a realistic emergency scenario for the City of University Park to test
and evaluate their Emergency Management Plan. The incident will be centered on the
activities of a terrorist group, carrying out a strike on a target in the jurisdiction of the
client. The scenario exercise will involve multiple agencies and multiple jurisdictions,
thereby requiting the use of Incident Command - Unified Command structure, per
federal regulations.
The development of the program will include the production of written instruction cards
for the various types of individuals involved in the conduct and response to the exercise.
We will establish the positions of: a) controllers, b) simulators, c) role players, d)
evaluators, and e) observers. There will be a short instructional session for each type of
position involved in the exercise and what their role and responsibilities are in the
exercise before the start of the event.
ERASE will also develop an evaluation instnunent (based on the approved EMP - upon
completion of the second phase of this proposal) for review by the client prior to the
exercise. The evaluation instrument will identify key performance objectives and action
tasks that must be carried out to meet the objectives of the EMP. Strengths and
ERASE 2
Enterprises
www.erase.com
1-800-372-7330
Emergency Management Project - City of University Park Spring 2002
weaknesses in the organization's ability to safely and effectively respond to incidents of
terrorism and other catastrophic types of disaster incidents will also be identified via a
scoring system on the known required task performances and by reviewing written
comments by the evaluators. The evaluation results will be measured and a final written
report on the incident and the performance of the various involved parties will be
provided to the client for their use and distribution to the appropriate parties. There will
be one pre-event meeting with representatives of each of the participating agencies, the
City of University Park, the Town of Highland Park, and Southern Methodist University
prior to the event to discuss their roles and commitment of resources for the exercise and
to inform them of the general operating rules for the exercise.
The development of the various participant instruction cards and the inbound data cards
used to conduct the exercise, the conduct of the pre-event meetings, the conduct of the
exercise, and the review and production of the findings of the exercise will take three
days of work (PM, SA).
Conduct an Incident Command Course
ERASE will develop a custom version of the federal government's Incident Command
System (ICS) training program for delivery to department and agency heads who will
command resources during the response to incidents of terrorism and other disaster
situations. This program will be presented in an Illustrated Lecture format with class
participation and tabletop scenario role playing exercises. The program will meet all
· requirements at the federal regulation level and be specifically designed around the
command structure and resource application program used by the client. Each participant
will receive a student manual, which is to be used as technical support during the delivery
of the course. The manual will also reference the city EMP for support materials.
Kevin D. Mellott, the president of our finn, will present this program. Mr. Mellott is a
platform speaker on the international market on issues relating to terrorism, executive
protection, economic espionage, travel safety and security, cyber crime, and emergency
preparedness. His fee for a one-day speaking engagement is $5,000.00 USD. Normally,
there is a handout development and production fee for his presentations. We are waiving
this fee if the program is purchased with the other sections of our proposal.
ERASE 3 www.erase.com
Enterprises 1-800-372-7330
Emergency Management Project- City of University Park Spring 2002
Timeline for Completion of the Project (all phases included)
City of University Park - Emergency Management Planning Project
Week # Project Phase Sunday Vlonday tuesday Nednesday Thursday Fdday Saturday
Hazard & Target
IAssessment PM SA PM & SA PM SA
City Review and
Comment
Pedod On
Assessment
2Report CR CR CR CR CR
Emergency
Management
3Plan Review PM SA CR CR SA
Update of EMP
from ERASE
4Report CR CR CR CR CR
Development of
the Table Top
5Exercise PM CR CR / SA CR
Development of
the Incident
Command
6Course PM PM
Development of
Table Top
6Exercise SA PM
Delivery of the
Incident
Command
7Course PM
Conduct the
Table Top
8Exercise PM & SA
Provide Written
Cdtique of Table
8Top Exercise PM
PM=Project Manager
SA=Special Agent
CR=City Review Time
ERASE
Enterprises
4
www.erase.com
1-800-372-7330
RESOLUTION NO. 02-o9
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS,
AFFIRMING AN AGREEMENT WITH THE CITIES OF ADDISON,
RICHARDSON AND HIGHLAND PARK REGARDING THE SELECTION
PROCESS FOR A SHARED MEMBER TO THE DALLAS AREA RAPID
TRANSIT (DART) BOARD OF DIRECTORS; AND AUTHORIZING THE
MAYOR TO APPROVE A CANDIDATE FOR BOARD MEMBER.
WHEREAS, Resolution No.94-8 of the City Council of the City of University Park
establishes a method for creation of and appointment to a shared position on the DART
Board of Directors; and
WHEREAS, it is the desire of the University Park City Council to continue using the
method established in Resolution No. 94-8; and
WHEREAS, the City of Richardson has submitted the name of Raymond D. Noah as the
individual to serve in this position; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1: That the City Council of the City of University Park hereby concurs with and
hereby approves the appointment of Raymond D. Noah to the DART Board of Directors as
nominated by the City of Richardson.
SECTION 2: That the other provisions of Resolution No. 94-8 continue to apply.
SECTION 3: This Resolution shall take effect immediately from and after its adoption.
DULY PASSED AND APPROVED by the City Council of the City of University
Park, Texas, on this the 19th day of June 2002.
APP.ROVED:
HAROLD PEEK, MAYOR
ATTEST:
/~A W~ON~,, CITY SECRETARY
RESOLUTION NO. 0 2-10
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, APPROVING AN AGREEMENT BETWEEN THE CITY AND DALLAS
COUNTY FOR THE COUNTY TO QUALIFY FOR THE URBAN COUNTY CDBG
PROGRAM; STATING THE UNDERSTANDINGS AND AGREEMENTS OF THE
PARTIES; AUTHORIZING THE MAYOR TO SIGN AN INTERLOCAL
COOPERATION AGREEMENT WITH DALLAS COUNTY UNDER CHAPTER 791 OF
THE TEXAS GOVERNMENT CODE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the 93rd Session of the Congress passed, and the President of the United
States signed into law, the Housing and Community Development Act of 1974 (PL93-383)
which created the Urban County Community Development Block Grant (CDBG) program; and
WHEREAS, Dallas County, Texas, is applying to the U. S. Department of Housing and
Urban Development for Urban County CDBG entitlement status; and
WHEREAS, in order to qualify for this status, Dallas County must enter into cooperative
agreements with local governments and have the collective population of the County's
unincorporated area and the participating local governments total at least 100,000 people; and
WHEREAS, Texas cities and counties are authorized under Chapter 373, Local
Government Code, and Section 381.003, Local Government Code, to conduct essential Housing
and Community Development activities; and
WHEREAS, Texas cities and counties are authorized under Chapter 791, Government
Code, to enter into cooperative agreements with one another; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. The City of University Park supports the efforts of Dallas County,
Texas, to qualify for the Urban County CDBG program and asks that its population be included in
such a program for Federal Fiscal Years 2003, 2004 and 2005.
SECTION 2. This agreement covers both the CDBG Entitlement program and,
where applicable, the HOME Investment Partnership program.
SECTION 3. Tlais agreement'remains in effect until {he CDBG (aha I-~'OME,
where applicable) funds and income received with respect to the three-year qualification period
(and any successive qualification periods under agreements that provide for automatic renewals)
are expended and the funded activities completed, and that the County and City may not
terminate or withdraw from the agreement while the agreement remains in effect.
48818
SECTION 4. The City of University Park understands that it:
Ao
May not apply for grants under the Small Cities or State CDBG
Program from appropriations for fiscal years during the period in
which it is participating in the Urban County CDBG program; and
Boo
May not participate in an HOME consortium except through the
Urban County, regardless of whether the Urban County receives a
HOME formula allocation.
SECTION 5. Agreements of Parties.
A. Dallas County and the City of University Park agree to cooperate to
undertake, or assist in undertaking community renewal and lower income
housing activities, specifically urban renewal and publicly assisted housing;
B. Dallas County and the City of University Park shall take all actions
necessary to assure compliance with the Urban County's certification required
by Section 104(b) of Title I of the Housing and Community Development Act
of 1974, as amended, including Title VI of the Civil Rights Act of 1964,
Section 109 Title I of the Housing and Community Development Act of 1974,
and Title VIII of the Civil Rights Act of 1968;
C. Dallas County and the City of University Park understand that Urban
County funding will not be provided for activities in or in support of a
cooperating local government that does not affirmatively further fair housing
within its own jurisdiction or that impedes the County's actions to comply with
its fair housing certifications;
D. The City of University Park understands, that in accordance with 24 CFR
570-501 (b) and 570.503, it shall be subject to the same administrative;
requirements as a sub-recipient should it receive funding under this program;
E. The City of University Park agrees to inform Dallas County of any income
generated by the expenditure of CDBG/HOME funds received, and that any
such program income must be paid to the County to be used for eligible
activities in accordance with all HOME/Community Development Block Grant
requirements;
F. Dallas County' is responsible for monitoring and reporting to the U. S.
Department of Housing and Urban Development on the use of any such
program income, and that in the event of close-out or change in status of the
City of University Park, any program income that is on hand or received
subsequent to the close-out or change in status shall be paid the County;
48818
G. The City of University Park agrees to notify Dallas County of any
modification or change in the use of the real property from that planned at the
time of acquisition or improvement, including disposition, and further agrees to
reimburse the County in an amount equal to the current fair market value (less
any portion thereof attributable to exPenditure of non-CDBG/HOME funds) for
property acquired or improved with CDBG/HOME funds that is sold or
transferred for a use which does not qualify under the CDBG/HOME
regulations;
H. Any money generated from the disposition or transfer of property will be
treated as program income and returned to the County prior to, or subsequent
to, the close-out, change of status, or termination of this cooperative agreement
between Dallas County and the City of University Park.
SECTION 6. The City of University Park has adopted and is enforcing:
mo
A policy prohibiting the use of excessive force by law enforcement
agencies within its jurisdiction against any individuals engaged in
nonviolent civil rights demonstrations; and
Bo
A policy of enforcing applicable State and local laws against
physically barring entrance to or exit from a facility or location
which is the subject of such non-violent civil rights demonstrations
within jurisdictions.
SECTION 7.
A.
The City of University Park understands that Dallas County will
have final responsibility for administering the CDBG/I-IOME
program, selecting CDBG/HOME projects and filing annual grant
requests; and
The Mayor of University Park, Texas, is authorized to sign any
additional forms, on behalf of the City of University Park, that the
U. S. Department of Housing and Urban Development may
require.
SECTION 8. That the Mayor of the City of University Park be, and he is hereby,
authorized to execute duplicate originals of this Resolution so that when such duplicate originals
are, al~r~ e.~e.m~t~d hy the~ -~,.,-.-,-,,~,4~, official.q of Dal!a~ C';,nnty ;his [<c.~;,qlution will he. and
o~,ecome the coopcrat:ve agreement between the parties described herein and authorized 'by
Chapter 791 of the Texas Government Code.
SECTION 9 This resolution shall take effect immediately from and after its passage, and
the agreements set out herein shall be effective as the cooperative agreement of the City
of
48818
University Park with Dallas County upon execution of duplicate originals hereof by the last of
the parties to do so, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the
2ND day of JULY ,2002.
For th~ City of University Park:
Harold Peek, M! ,or -
~i4'a~ wilson°_'Ci'Z-4~ 5'g~ecretary
Date
For Dallas County, Texas:
Lee F. Jackson, County Judge
Paula Stephens, Commissioners Court Clerk
Date
APPROVED AS TO FORM:
Robert L. Dillard, III, City Attorney
APPROVED AS TO FORM:
Janet Ferguson, Assistant District Attorney
48818
AGREEMENT OF COOPERATION
for CDBG/HOME Program
WHEREAS, the 93~a Session of the Congress passed, and the President of the United States signed
into law-, the Housing and Community Development Act of 1974 (PL93-383) which created the Urban
County Community Development Block Grant (CDBG) program; and
WHEREAS, Dallas County, Texas, is applying to the U.S. Department of Housing and Urban
Development fbr Urban County CDBG entitlement status; and
WHEREAS, in order to qualify for this status, Dallas County must enter into cooperative agreements
with local governments and have the collective population of the County's unincorporated area and the
participating local governments total at least 100,000 people; and
WHEREAS, Texas cities and counties are authorized under Chapter 373, Local Government Code,
and Section 381.003, Local Government Code, to conduct essential Housing and Community Development
activities; and
WHEREAS, Texas cities and counties are authorized under Chapter 771, Government Code, to
enter into cooperative agreements with one another.
NOW, THEREFORE, BE 1T RESOLVED THAT:
The City of University Park supports the efforts of Dallas County, Texas to qualify for the Urban County
CDBG program and asks that its population be included in such a program beginning with Federal Fiscal
Years 2003, 2004 and 2005.
This agreement covers both the CDBG entitlement program and when applicable, the HOME Investment
Partnership program.
This agreement remains in effect until the CDBG (and HOME, where applicable) funds and program income
received with respect to the three-year qualification period are expended and the funded activities
completed, and that the County and City may not terminate or withdraw from the agreement while the
agreement remains in effect.
The City of University Park understands that by executing the CDBG cooperation agreement it:
May not apply for grants under the Small Cities or State CDBG Program from
appropriations for fiscal years during the period in which it is participating
in the Urban County CDBG program; and
May receive a formula allocation under the HOME program only through the urban county.
May not participate in a HOME consortium except through the Urban County,
regardless, of whether the Urban County received a HOME formula allocation.
Dallas County and the City of University Park agree to cooperate to undertake, or assist in undertaking,
community renewal and lower income housing assistance activities, specifically urban renewal and publicly
assisted housing.
Dallas County and the City of University Park shall take actions necessary to assure compliance with the
Urban County's certification required by Section 104(b) of the Title I of the Housing and Community
Development Act of 1974, as amended, including Title VI of the Civil Rights Act of 1964, the Fair Housing
Act, Section 109 Title I of the Housing and Community Development Act of 1974, and Title VIII of the
Civil Rights Act of 1968;
Dallas County and the City of University Park understands that Urban County funding will not be provided
for activities in or in support of a cooperating local government that does not affirmatively further fair
housing within its own jurisdiction or that impedes the County's actions to comply with its fair housing
certifications;
The City of University Park understands, that in accordance with 24 CFR 570-501(b) and 570.503,(which
requires a written agreement), it shall be subject to the same administrative requirements as a sub-recipient
should it receive funding under this program;
The City of University Park agrees to inform Dallas County of any income generated by the expenditure of
CDBG/HOME funds received, and that any such program income must be paid to the county to be used for
eligible activities in accordance with ail HOME Community Development Block Grant requirements;
Dallas County is responsible fbr monitoring and reporting to the U.S. Department of Housing and Urban
Development on the use of any such program income, and that in the event of close-out or change in status
of the City of University Park, any program income that is on hand or received subsequent to the close-out
or change in status shall be paid to the County;
The City of University Park agrees to notify Dallas County of any modification or change in the use of the
real property from that planned at the time of acquisition or improvement, including disposition, and fu~her
agrees to reimburse the county in an amount equal to the current fair market value (less any portion thereof
attributable to expenditure of non-CDBG/HOME funds) for property acquired or improved with
CDBG/HOME funds that is sold or transferred for a use which does not qualify under the CDBG/HOME
regt~lations;
Any money generated from the disposition or transfer of property will be treated as program income and
returned to the County prior to, or subsequent to, the close-out, change of status, or termination of this
cooperative agreement between Dallas County' and the City' of University Park.
The City of University Park has adopted and is enfbrcing:
A policy prohibiting the use of excessive force by law enforcement
agencies within its jurisdiction against any' individual engaged in
non-violent civil rights demonstrations;
A policy of enforcing applicable State and local laws against physically
barring entrance to or exit from a facility or location which is the subject of
such non-violent civil rights demonstrations within jurisdictions.
2
The City of University Park understands that Dallas County will have final responsibility for administering the
CDBG/HOME program, selecting CDBG/HO~ME projects and filing annual grant requests; and
The Mayor of University Park, Texas is authorized to sign any additional forms, on behalf of the
City of University Park, that the U.S. Department of Housing and Urban Development may require.
APPR~D AND ACCgPTFdD THIS THE
Haf~k,~JMa~yor~'~ J
City of University Park, Texas
y Judge
Date Dat
2002.
ston, City Manager
Paula Stephens, Cc~nmfi~siotlers Court C~erk-
Approved as to Form:
J~n~ Ferguson, Assistant {~istrict Attorney
RESOLUTION NO. 02-11
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING THE 2002 APPRAISAL ROLL OF THE DALLAS
CENTRAL APPRAISAL DISTRICT FOR THE CITY; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the City's assessor and collector of taxes has submitted to the City
Council the 2002 tax appraisal roll compiled by the Dallas Central Appraisal District; and
WHEREAS, the City Council is of the opinion that the 2002 appraisal roll should
be.approved and adopted;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF UNIVERSITY PARK, TEXAS:
SECTION 1. That the 2002 appraisal roll for the City of University Park, as
presented by the Dallas Central Appraisal District, be, and the same is hereby, approved
and adopted in all respects showing a total appraised property value of $4,821,440,160,
new property added to the tax roll of a taxable value of $92,522,346, and a total taxable
value of property, after exemptions, for 2002 of $3,553,903,488.
SECTION 2. This Resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on
the 21 day of AUGUST ., 2002.
APPROVED AS TO FORM:
CITY ATTORNEY
(RLD/8-13-02)
HAROLD PEEK, MAYOR
ATTEST:
Sm/ZTAaY
49776
CERTIFICATION OF APPRAISAL ROLL
Year: 2002 JUL
Jurisdiction: CITY OF UNIVERSITY PARK
In accordance with the requirements of the Texas Property Tax Code, Chapter 26, Section 26.01,
paragraphs (AJ and (B), the followin9 values are hereby certified:
Market Value of all Real & ~Bus Pers Prop
Before Qualified Exemptions*
Taxable Value of all Real & Bus Pers Prop
After Qualified Exemptions
$4,821,440,160
$3,553,903,488
In accordance with the requirements of the Texas Property Tax Code, Chapter 26, Section 26.01,
paragraph (C), the following values are hereby certified as disputed values and are not included
in the above totals:
Values under protest as
determined by the Appraisal
District
Market Value
$34,021,600
Taxable Value
$27,380,193
Values under protest as
claimed by property owner
or estimated by Appraisal
District in event property
owner's claim is upheld
Market Value
$29,148,500
Taxable Value
$24,697,664
I, Foy Mitchell, Jr., Director/Chief Ai3praiser of the Dalias Central Appraisal District, do hereby
certify the aforementioned values and totals to the taxing jurisdiction indicated above, in
accordance with the requirements of the laws of the State of Texas.
Dallas Central Appraisal District
_Dyec~o_r~?i~f ~
Witnessed
j ~?J~;A'"" 03/04/2005Not y Public, Da~as County, Texas
#Total Value of New Construction
(Included in Certified Market Value above)
$92,522,346
2949 N. Stemmons Freeway, Dallas, Texas 75247-6195 (214) 631-0520
CER1 7/02
RESOLUTION NO. 02-12
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS,
AUTHORIZING THE CITY MANAGER OR HIS DESIGNEE TO EXECUTE
AN ELECTRIC SUPPLY AGREEMENT PURSUANT TO THE CONTRACT
TO BE SIGNED BY CITIES AGGREGATION POWER PROJECT, INC, FOR
DELIVERIES OF ELECTI~CITY EFFECTIVE JANUARY 1, 2003
WHEREAS,
the City of University Park, Texas (City) is a member of Cities
Aggregation Power Project, Inc. (CAPP), a nonprofit political subdivision
corporation dedicated to securing electric power for its more than 80
members in the competitive retail market; and
WHEREAS, CAPP negotiated favorable contract terms and a reasonable commodity
price for delivered electricity in 2002 for its members; and
WHEREAS, CAPP anticipates preserving current contract terms and achieving slight
improvement in current commodity prices in a contract for 2003; and
WHEREAS,
CAPP believes that the pricing opportunity window for favorable 2003
deliveries will be short-lived and that CAPP members must be able to
commit contractually to prices within a 24-hour period in order to lock-in
favorable prices; and
WHEREAS,
WHEREAS,
experience during 2001-2002 has demonstrated that Retail Electric
Providers demand immediate response to an offer; and
the deregulated electric market is complex, likely to penalize those
unaware of its constraints and likely to reward those who can improve the
size and shape of a particular load, the City benefits from jointly shared
experience and collective purchasing power arranged through CAPP; and
WHEREAS, it is necessary for the City to contract for a supply of electricity in 2003 or
at least partially revert to price to beat rates (PTB); and
WHEREAS,
CAPP's current delivered energy prices provide savings when measured
against PTB, and PTB rates likely will be increased before the end of the
year.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
CAPP resolution 082 i 02
That the City Manager or his designee is hereby authorized to sign an electric power
agreement pursuant to the contract approved and recommended by the CAPP Board of Directors
within 24 hours of said approval and recommendation. The contract may be for a 12 to 24
month time frame.
· r- II.
A copy of the resolution shall be sent to Mary Bunkley with the City Attorney's office in
Arlington before September 30, 2002.
PRESENTED AND PASSED on this
of 3 ayes and 0
University Park Texas.
21 day of AUGUST ., 2002, by a vote
nays at a regular meeting of the City Council of the City of
Mayor
ATTEST:
CAPP resolution 082102
RESOLUTION NO. 02-13
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AMENDING THE INVESTMENT POLICY
OF THE CITY OF UNIVERSITY PARK HERETOFORE ADOPTED BY
RESOLUTION NO. 01-13; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Public Funds Investment Act, as amended, requires the City to adopt an
investment policy by rule, order, ordinance or resolution, and to review such policy not less than
annually; and
WHEREAS, the Public Funds Investment Act, as amended, requires the Treasurer, the
Chief Financial Officer, and the Investment Officers of the City to attend investment training;
and
WHEREAS, the City of University Park approves of the investment training courses
sponsored by the Texas Municipal League and other independent sources; and
WHEREAS, the Treasurer, the Chief Financial Officer, and the Investment Officers of
the City have attended investment training courses as required by the Public Funds Investment
Act; and
WHEREAS, the attached investment policy and incorporated revisions comply with the
Public Funds Investment Act, as amended, and authorize the investment of City funds in safe and
prudent investments; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City of University Park has complied with the
requirements of the Public Funds Investment Act, and the Investment Policy, as amended,
attached hereto as Exhibit "A" is hereby adopted as the Investment Policy of the City of
University Park, effective September 5, 2002.
SECTION 2. That the following individuals are hereby designated as Investment
Officers for the City of University Park: Kent Austin, Director of Finance; Bob Livingston, City
Manager; and, Thomas Tvardzik, Controller (upon completion of training).
C: [Documents and Settings~nwilson[Local Settings~Temporary lnternet Files~OLK21 ~Resolution Invest Poi 2002. doc
SECTION 3. This resolution shall take effect from and after its passage, and it is
accordingly so resolved.
DULY PASSED AND APPROVED by the City Council of the City of University Park,
Texas, on the 5th day of September, 2002.
APPI~VED:
HAROLD PEER, MA~OR
APPROVED AS TO FORM:
CITY ATTORNEY
ATTEST:
C:lDocuments and Settingslnwilson~Local SettingslTemporary Internet FileslOLK21 ~Resolution Invest Poi 2002. doc
City of University Park~ Texas - Investment Policy.
CONTENTS
Preface ............................................................................................................................. iv
1. PURPOSE
2.
3.
4.
Authorization ........................................................................................................ 1
Goal ....................................................................................................................... 1
Scope ..................................................................................................................... 1
Review and Amendment ....................................................................................... 1
2. INVESTMENT OBJECTIVES
2.
3.
4.
Preservation and Safety of Principal ..................................................................... 2
Maintenance of Adequate Liquidity ...................................................................... 2
Return on Investments .......................................................................................... 2
Prudence and Ethical Standards ............................................................................ 3
3. INVESTMENT STRATEGY STATEMENT
2.
3.
4.
Operating Funds .................................................................................................... 4
Bond Debt Service Funds ..................................................................................... 4
Bond Reserve Funds ............................................................................................. 4
Capital Projects Funds .......................................................................................... 5
4. SPECIFIC INVESTMENT POLICIES
Eligible Investments .............................................................................................. 6
2.
3.
4.
5.
6.
7.
8.
9.
Obligations of the United States .................................................................. 6
Obligations of the State of Texas .............................................................. 22.6
Agencies of the United States and State of Texas ....................................... 6
Obligations of other States, Counties, Cities ............................................... 6
Direct Repurchase Agreements .................................................................... 6
Certificates of Deposit ................................................................................. 6
Share Certificates of state and federal Credit Unions .................................. 7
Money Market Mutual Funds ...................................................................... 7
Local Government Investment Pools ........................................................... 7
Ensuring Safety of Principal ................................................................................... 8
1. Protection of Principal ................................................................................. 8
1. Approved Broker/Dealers/Financial Institutions/Depositories ..............8
2. Master Repurchase Agreement .............................................................. 9
3. Collateralization ..................................................................................... 9
City of University Park~ Texas - Investment Policy
1. Allowable Collateral ..................................................................... 10
1. Certificates of Deposit .......................................................... 10
2. Repurchase Agreements ........................................................ 10
2. Collateral Levels ........................................................................... 10
1. Certificates of Deposit .......................................................... 10
2. Repurchase Agreements ........................................................ 11
3. Monitoring Collateral Adequacy .................................................. 11
1. Certificates of Deposit .......................................................... 11
2. Repurchase Agreements ........................................................ 11
4. Margin Calls ................................................................................. 11
1. Certificates of Deposit .......................................................... 11
2. Repurchase Agreements ........................................................ ! 1
5. Collateral Substitution ................................................................. 12
6. Collateral Reductions ................................................................. 12
o
o
4. Portfolio Diversification ...................................................................... 12
1. Bond Proceeds .............................................................................. 13
5. Limiting Maturity ................................................................................. 13
1. Operating Funds ........................................................................... 13
2. Bond Proceeds, Bond Reserves, Debt Service Funds .................. 13
2. Safekeeping ................................................................................................. 14
1. Safekeeping Agreement ....................................................................... 14
2. Safekeeping of Certificate of Deposit Collateral ................................. 14
3. Safekeeping of Repurchase Agreement Collateral .............................. 14
Ensuring Liquidity .............................................................................................. 14
Achieving Investment Return Objectives ........................................................... 15
1. Securities Swaps .......................................................................................... 15
2. Competitive Bidding ................................................................................... 15
3. Methods of Monitoring Market Price .......................................................... 15
4. Benchmark Rate of Return .......................................................................... 16
Responsibility and Controls ................................................................................ 16
1. Authority to Invest ....................................................................................... 16
2. Bonding requirements/Standard of care ...................................................... 16
3. Establishment of Internal Controls .............................................................. 17
4. Standard of Ethics ....................................................................................... 17
5. Training and Education ............................................................................... 17
6. Investment Committee ................................................................................. 18
Reporting ............................................................................................................. 18
Compliance Audit ............................................................................................... 19
Certification ........................................................................................................ 19
5. ADOPTING CLAUSE ................................................................................................. 20
City of University Park~ Texas - Investment Policy
APPENDICES
INVESTMENT LEGISLATION .................................................................... 21
MASTER REPURCHASE AGREEMENT .................................................. 48
BROKER/DEALER CERTIFICATION ....................................................... 56
ATTACHMENTS
BROKER/DEALER QUESTIONNAIRE ...................................................... 58
iii
,City of University Park~ Texas - Investment Policy
PREFACE
The purpose of this document is to establish specific investment policy and strategy
guidelines for the City of University Park, Texas ("City") in order to achieve the goals of
safety, liquidity and yield for all investment activity. The City shall review its investment
strategies and policy not less than annually. This policy serves to satisfy the statutory
requirement, specifically the Public Funds Investment Act, Chapter 2256 of the Texas
Government Code (the "Act"), to define, adopt and review a formal investment strategy
and policy.
It is the policy of the City that all available funds shall be invested in conformance with
these legal and administrative guidelines.
Effective cash management is recognized as essential to good fiscal management. An
aggressive cash management and investment policy will be pursued to take advantage of
investment interest as viable and material revenue to all operating and capital funds. The
City's portfolio shall be designed and managed in a manner responsive to the public trust
and consistent with state and federal law.
Investments shall be made with the primary considerations of:
· Preservation of capital and protection of principal
· Maintenance of sufficient liquidity to meet operating needs
· Security of City funds and investments
· Diversification of investments to avoid unreasonable or foreseeable
risks
· Maximization of return on the portfolio
SECTION 1
PURPOSE
.City of University Park~ Texas - Investment Policy
1. Purpose
1. Authorization
This Policy is to be authorized by the City Council in accordance with
Section 5 of the Public Funds Investment Act (Chapter 2256, Texas
Government Code), which requires the adoption of a formal written
Investment Policy.
2. Goal
The primary goal of the City of University Park's Investment Policy shall
be to ensure the safety of all funds entrusted to the City; to maintain the
availability of those funds for the payment of all necessary obligations of
the City; and to provide for the investment of all funds, not immediately
required, in interest-bearing securities or pooled investment products. The
safety of the principal invested shall always be the primary concern.
3. Scope
This Investment Policy of the City of University Park shall include all
investment activities of any fund of the City, except for the Firemen's
Relief and Retirement Fund, which is covered by a separate policy. In
addition to this Policy, bond funds, including debt service and reserve
funds, shall be managed by their governing resolution and federal law,
including the Tax Reform Act of 1986 and. subsequent legislation. City
funds will be pooled for investment purposes.
4. Review and Amendment
This Policy may be amended from time to time as the City Council may so
desire, or as State Law may require. This Policy, which includes strategies
for each fund or pooled fund group, shall be adopted by resolution, rule, or
ordinance by the City Council and shall be reviewed annually by the City
Council. The fact that the Investment Policy has been reviewed and that
any amendments have been made must be recorded by resolution, rule or
ordinance.
SECTION 2
INVESTMENT OBJECTIVES
Ci,ty of University Park~ Texas - Investment Policy
2. INVESTMENT OBJECTIVES
The City shall manage and invest its cash with four objectives, listed in order of
priority: Preservation and Safety of Principal; Liquidity; Yield; and Prudence. All
investments shall be designed and managed in a manner responsive to the public trust
and consistent with State and Local Law.
The City shall maintain a comprehensive cash management program that includes the
prudent investment of available cash. Cash management is defined as the process of
managing monies in order to increase cash availability and interest earnings on short-
term investment of idle cash.
1. Preservation and Safety of Principal
The primary objective of City investment activity is the preservation of
principal in the overall portfolio. Each investment transaction shall be
conducted in a manner designed to avoid principal losses, whether they are
from securities defaults or erosion of market value. The manner in which
the City ensures safety of principal is presented in Section 4.2, "Ensuring
Safety of Principal."
2. Maintenance of Adequate Liquidity
The City investment portfolio shall be structured such that the City is able
to meet all obligations in a timely manner. Maintenance of adequate
liquidity is described in Section 4.3, "Ensuring Liquidity."
3. Return on Investments
Consistent with State law, the City shall seek to optimize return on
investments within the constraints of safety and liquidity. Investments
(excluding assets managed under separate investment programs, such as in
arbitrage restrictive programs) shall be made in permitted obligations at
yields equal to or greater than the bond equivalent yield on United States
Treasury obligations of comparable maturity. Other appropriate
performance measures will be established by the Investment Committee.
Specific policies regarding investment rate of return are presented in
Section 4.4, "Achieving Investment Return Objectives."
For bond issues to which Federal yield or arbitrage restrictions apply, the
primary objectives shall be to obtain satisfactory market yields and to
minimize the costs associated with investment of such funds.
City of University Park, Texas - Investment Policy
4. Prudence and Ethical Standards
The standard of prudence used by the City shall be the "prudent person
rule" and shall be applied in the context of managing the overall portfolio
within the applicable legal constraints. The prudent person rule is restated
below:
"Investments shall be made with judgment and care, under
circumstances then prevailing, which persons of prudence,
discretion and intelligence would 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."
In determining whether the Investment Officer(s) or Investment Advisor
under contract has exercised prudence with respect to an investment
decision, the determination shall be made taking into consideration the
investment of all funds over which the Officer/Advisor had responsibility
rather than a consideration as to the prudence of a single investment, and
whether the investment decision was consistent with the written
Investment Policy of the City.
The Investment Officers, acting in accordance with written procedures and
exercising due diligence, shall not be held personally responsible for a
specific security's credit risk or market price changes, provided that these
deviations are reported immediately.
Specific policies describing the City's prudence and ethical standards are
found in Section 4.5, "Responsibility and Controls."
3
SECTION 3
INVESTMENT STRATEGY STATEMENT
City of University Park~ Texas - Iovestment Policy
3. INVESTMENT STRATEGY STATEMENT
The City maintains portfolios that utilize four specific investment strategy
considerations designed to address the unique characteristics of the fund groups
represented in the portfolios.
1. The Operating Funds
The investment strategy for operating funds has as its primary objective
the assurance 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 quality, short- to medium-term
securities. The dollar weighted average maturity shall be calculated in
accordance with GASB requirements. The weighted average maturity of
operating funds shall not exceed 548 days. Securities may not be
purchased that have a final stated maturity date that exceeds five (5) years.
2. The Bond Debt Service Funds
The investment strategy for bond debt service fund(s) has as its primary
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 that exceeds the next unfunded bond
debt service payment date.
3. Bond Reserve Funds
The investment strategy for bond reserve fund(s) has as its 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. The stated final maturity dates of securities
held shall not exceed five (5) years.
4
City of University Park~ Texas - Investment Policy
4. Capital Projects Funds
The investment strategy for capital projects funds portfolios has as its
primary objective the assurance that anticipated cash flows are matched
with adequate investment liquidity. These portfolios should include at
least 10% 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.
To maximize the effective investment of assets, all funds needed for general
obligations may be pooled into one account for investment purposes. The income
derived from this account will be distributed to the various funds based on their
average balances on a periodic basis. Proceeds of bond issues shall not be pooled
with other assets of the City, but shall be maintained in the fund issuing the bonds
with interest earnings on these invested proceeds recorded directly to that fund.
SECTION 4
SPECIFIC INVESTMENT POLICIES
,City of University Park~ Texas - Investment Policy
4. SPECIFIC INVESTMENT POLICIES
1. Eligible Investments
Investments described below are those authorized by the Public Funds
Investment Act (Chapter 2256, Texas Government Code), as amended,
which is included and made a part of this Policy as Appendix A. The
following list may not contain all of those securities that are authorized by
state statutes, but only those that the City Council wishes to include in
their portfolios. The purchase of specific issues may at times be further
restricted or prohibited because of current market conditions. City funds
governed by this Policy may be invested in:
1. obligations of the United States or its agencies and instrumentalities;
2. direct obligations of the State of Texas or its agencies;
o
other obligations, the principal and interest on which are
unconditionally guaranteed or insured by the State of Texas or the
United States or its agencies and instrumentalities.
obligations of states, agencies, counties, cities and other political
subdivisions of any state having been rated as to investment quality by
a nationally recognized investment rating firm and having received a
rating of not less than A or its equivalent.
o
fully collateralized direct repurchase agreements having a defined
termination date, secured by obligations described by subdivision 1 of
this subsection, pledged to the City, held in the City's name and
deposited at the time the investment is made with the City with a third
party selected and approved by the City, and placed through a primary
government securities dealer, as defined by the Federal Reserve, or a
financial institution doing business in Texas, and having a market
value (including accrued interest) of no less than the principal amount
of the funds disbursed;
6. certificates of deposit issued by state and national banks domiciled in
Texas that are:
1. guaranteed or insured by the Federal Deposit Insurance
Corporation, or its successor; or,
2. secured by obligations that are described by 1 - 4 above, which are
intended to include all direct federal agency or instrumentality
issues that have a market value of not less than the principal
City of University Park~ Texas - Investment Policy
amount of the certificates or in any other manner and amount
provided by law for deposits of the City.
7. share certificates issued by state and federal credit unions domiciled in
Texas that are:
guaranteed or insured by the National Credit Union Share
Insurance Fund, or its successor; or,
secured by obligations that are described by 1 - 4 above, which are
intended to include all direct federal agency or instrumentality
issues that have a market value of not less than the principal
amount of the certificates or in any other manner and amount
provided by law for deposits of the City.
o
SEC-regulated, no-load money market mutual funds with a dollar-
weighted average stated portfolio maturity of 90 days or less and
whose investment objectives include seeking to maintain a stable net
asset value of $1 per share. No more than 15% of the City's average
fund balance may be invested in money market mutual funds, and the
City may not invest funds under its control in an amount that exceeds
10% of the total assets of any individual money market mutual fund.
Local government investment pools organized in accordance with the
Interlocal Cooperation Act (Chapter 791, Texas Government Act) as
amended, whose assets consist exclusively of the obligations that are
allowed as a direct investment for funds subject to the Public Funds
Investment Act (Chapter 2256, Texas Government Code). A public
funds investment pool must be continuously rated no lower than AAA,
AAA-m or at an equivalent rating by at least one nationally recognized
rating service.
Eligible investment pools must be authorized by the City Council, by
rule, order, ordinance, or resolution, as appropriate. The City Council
has approved the Texas Local Government Investment Pool
("TexPool"), administered by the Texas State Comptroller; the Local
Government Investment Cooperative ("LOGIC"), administered by
Southwest Securities Group, Inc; and the Lone Star Investment Pool
("Lone Star"), administered by the Texas Association of School
Boards.
Investments in collateralized mortgage obligations are strictly
prohibited. These securities are also disallowed for collateral
positions.
7
City of University Park~ Texas - Investment Policy
The City will not be required to liquidate investments that were authorized
investments at the time of purchase.
2. Ensuring Safety of Principal
Ensuring safety is accomplished through protection of principal and
safekeeping.
1. Protection of Principal
The City shall seek to control the risk of loss due to the failure of a
security issuer or guarantor. Such risk shall be controlled by:
1. investing only in the safest types of securities as defined in the
Policy,
2. qualifying the broker/dealer and financial institution with
whom the City will transact,
3. collateralization as required by law,
4. portfolio diversification, and
5. limiting maturity.
Settlement of all investment transactions, except those transactions
involving investments in mutual funds or local government investment
pools, must be made on a delivery versus payment basis. The purchase of
individual securities shall be executed "delivery versus payment" (DVP)
through the Federal Reserve System delivered to an authorized
safekeeping agent or "Trustee." By so doing, City funds are not released
until the City has received, through the Federal Reserve wire, the securities
purchased. The security shall be held in the name of the City by the
Trustee. The Trustee's records shall assure the notation of the City
ownership of or explicit claim on the securities. The original copy of the
safekeeping receipts shall be delivered to the City within twenty-four (24)
hours of the security's receipt by the Trustee.
1. Approved Broker/Dealers/Financial Institutions and Depositories
Investments shall only be made with those firms and institutions who
have acknowledged receipt and understanding of the City's Investment
Policy. The "qualified representative" of the business as defined in
Chapter 2256 of the Texas Government Code shall execute a written
certification to acknowledge receipt of the City's Investment Policy
and to acknowledge that the organization has implemented reasonable
procedures and controls to preclude imprudent investment activities
arising out of the investment transactions conducted between the entity
and the City. Should the City contract with an external investment
.City of University Park~ Texas - Investment Policy
advisor to execute the investment strategy, including the negotiation
and execution of investment transactions, a managing officer of the
investment advisory firm may sign the written certification in lieu of
the broker/dealer firms. This certification must be included as part of
the investment advisory contract.
Securities and certificates of deposit shall only be purchased from
those institutions included on the City's list of broker/dealers and
financial institutions as approved by the Investment Committee. All
securities dealers shall provide the City with references from other
public entities that they are currently serving. This list of approved
investment providers must be reviewed at least annually by the City's
Investment Committee and shall be recorded in the Committee's
meeting minutes. The City's Finance Advisory Committee shall
comprise the Investment Committee.
All state and national banks located in the State of Texas, which are
insured by the Federal Deposit Insurance Corporation (FDIC) are to be
considered as eligible depositories. The financial condition of the bank
shall be considered prior to establishing any accounts with that bank.
The Finance Advisory Committee shall review the bids submitted by
depository candidates and make a recommendation to the City Council
for final approval.
2. Master Repurchase Agreement
It is the policy of the City to require each issuer of repurchase
agreements to sign a copy of the City's Master Repurchase Agreement.
An executed copy of this agreement must be on file before the City
will enter into any repurchase agreement with an issuer. (See Appendix
B, "Master Repurchase Agreement".)
3. Collateralization
Consistent with the requirements of State law, the City requires all
bank deposits (including time deposits) to be federally insured or
collateralized with eligible securities. Financial institutions serving as
City Depositories will be required to sign an Agreement with the City
and its safekeeping agent for the collateral, perfecting the City's rights
to the collateral in case of default, bankruptcy or closure.
The City shall not accept, as depository collateral, any security that is
not specifically allowed to be held as a direct investment by the City
portfolio (see 4.1). Repurchase agreements must also be collateralized
in accordance with State law. Each issuer of repurchase agreements is
Ci,ty of University Park~ Texas - Investment Policy
required to sign a copy of the City's Master Repurchase Agreement.
An executed copy of this agreement must be on file before the City
will enter into any repurchase agreements with an issuer. (See
Appendix B, "Master Repurchase Agreement".) The City considers
repurchase agreements to be simultaneous purchases and sales of
securities as outlined in the Master Repurchase Agreement and not as
collateralized loans. However, the underlying securities may be
referred to as "collateral."
Evidence of the pledged collateral shall be maintained by the Finance
Director or a third party financial institution. All collateral shall be
subject to inspection and audit by the Finance Director or the City
independent auditors.
(1) Allowable Collateral
1. Certificates of Deposit
Eligible securities for collateralization of certificates of
deposit are U.S. Treasury obligations and government
agency securities. The eligibility of specific issues may
at times be restricted or prohibited because of current
market conditions.
2. Repurchase Agreements
Collateral underlying repurchase agreements is limited
to U.S. government and agency obligations, which are
eligible for wire transfer (i.e. book entry) to the City's
designated safekeeping agent through the Federal
Reserve System.
(2) Collateral Levels
Collateral is valued at current market plus interest accrued
through the date of valuation.
1. Certificates of Deposit
The market value of collateral pledged for certificates
of deposit must at all times be equal to or greater than
102% of the par value of the certificate of deposit plus
accrued interest, less the amount insured by the FDIC or
its successors. Investment in eligible pooled Certificate
of Deposit programs is authorized under this section.
l0
City of University Park~ Texas - Investment Policy
2. Repurchase Agreements
The market value of collateral required to be pledged
for repurchase agreements shall be a percentage of the
par value of the agreement plus accrued interest and
shall be maintained at the following levels:
Collateral U.S. Treasury U.S. Government
Maturity Securities Agency
1 year or less 102 % 102 %
1 year to 5 years 102 % 103 %
Over 5 years 103 % 104 %
(3) Monitoring Collateral Adequacy
1. Certificates of Deposit
The City requires mommy reports with market values of
pledged securities from all financial institmions with which the
City has certificates of deposit. The City's Investmem Officer
will at least weekly monitor the adequacy of collateral.
2. Repurchase Agreements
Weekly monitoring by the City's Investmem Officer of all
collateral underlying repurchase agreements is required. More
frequent monitoring may be necessary during periods of market
volatility.
(4) Margin Calls
1. Certificates of Deposit
If the collateral pledged for a certificate of deposit falls below
the 102% of the deposit, plus accrued interest less FDIC
insurance, the institution will be notified by the City and will
be required to pledge additional securities no later than the end
of the next succeeding business day.
2. Repurchase Agreements
City of University Park~ Texas - Investment Policy
If the value of the collateral underlying a repurchase agreement
falls below the margin maintenance levels specified above, the
City will make a margin call unless the repurchase agreement is
scheduled to mature within five business days and the amount
is deemed to be immaterial.
(5) Collateral Substitution
Collateralized investments and certificates of deposit often require
substitution of collateral. Any broker or financial institution
requesting substitution must contact the Investment Officer(s) for
approval and settlement. The substituted collateral's value will be
calculated and substitution approved if its value is equal to or
greater than the required value (See 4.2.1.3.2.2). The Investment
Officer or must give immediate notification of the decision to the
bank or the safekeeping agent holding the collateral. Substitution is
allowable for all transactions, but shoUld be limited, if possible, to
minimize potential administrative problems and transfer expense.
The Investment Officer may limit substitution and assess
appropriate fees if substitution becomes excessive or abusive.
Collateral may be substituted only with the oral authorization of
the Investment Officer, followed by written confirmations within
24 hours.
(6) Collateral Reductions
Should the collateral's market value exceed the required amount,
any broker or financial institution may request approval from the
Investment Officer to reduce collateral. Collateral reductions may
be permitted only if the City's records indicate that the collateral's
market value exceeds the required amount. Written confirmations
of the collateral reduction should be received within 24 hours of
the Investment Officer's approval.
4. Portfolio Diversification
Risk of principal loss in the portfolio as a whole shall be minimized by
diversifying investment types according to the following limitations.
12
City of University Park~ Texas - Investment Policy
As discussed below, these limitations do not apply to bond proceeds.
Investment Type:
% of Portfolio
· U.S. Treasury Notes/Bonds/Bills
· U.S. Agencies
· Local Government Investment Pools
· Repurchase Agreements
· Certificates of Deposit
· Money Market Mutual Funds
100%
60%
5O%
30%
30%
15%
It is the policy of the City to diversify its investment portfolio so that
reliance on any one issuer or broker will not place an undue financial
burden on the City. Generally, the City should limit its repurchase
agreement exposure with a single firm to no more than 15% of the
value of the City's overall portfolio. To allow efficient and effective
placement of proceeds from any bond sales, these limits may be
exceeded for a maximum of five business days following the receipt of
bond proceeds.
(1) Bond Proceeds
Proceeds of a single bond issue may be invested in a single security
or investment if the Investment Committee determines that such an
investment is necessary to comply with Federal arbitrage
restrictions or to facilitate arbitrage record keeping and calculation.
5. Limiting Maturity
In order to minimize risk of loss due to interest rate fluctuations,
investment maturities will not exceed the anticipated cash flow
requirements of the funds. Maturity guidelines by funds are as follows:
(1) Operating Funds
The dollar weighted average days to final stated maturity shall be
548 days or less. The Investment Officer will monitor the maturity
level and make changes as appropriate.
(2) Bond Proceeds, Bond Reserves, Debt Service Funds
The investment maturity of bond proceeds (including reserves and
debt service funds) shall be determined considering:
1. the anticipated cash flow requirements of the funds, and;
13
Ci.ty of University Park~ Texas - Investment Policy
the "temporary period" as defined by Federal tax law
during which time bond proceeds may be invested at an
unrestricted yield. After the expiration of the temporary
period, bond proceeds subject to yield restriction shall be
invested considering the anticipated cash flow requirements
of the funds.
3. Safekeeping
1. Safekeeping Agreement
The City shall contract with a bank or banks for the safekeeping of
securities either owned by the City as a part of its investment portfolio
or held as collateral to secure certificates of deposits or repurchase
agreements. The Safekeeping Agreement shall clearly define the
procedural steps for gaining access to the collateral should the City
determine that the City funds are in jeopardy. The safekeeping
institution, or Trustee, shall hold all aforementioned securities in an
account at the Federal Reserve Bank that specifies City ownership of
the account. The Safekeeping Agreement shall include the signatures
of authorized representatives of the City, the firm pledging the
collateral and the Trustee.
Safekeeping of Certificate of Deposit Collateral
All collateral securing certificates of deposit must be held by a third
party banking institution approved by the City, or collateral may be
held at the Federal Reserve Bank. The City's ownership in collateral
positions must be fully perfected.
3. Safekeeping of Repurchase Agreement Collateral
The securities that serve as collateral for repurchase agreements with
dealers must be delivered to a third-party custodian with which the
City has established a third-party safekeeping agreement. The City's
ownership of all securities that serve as collateral for repurchase
agreements must be fully perfected.
3. Ensuring Liquidity
Liquidity shall be achieved by matching investment maturities with forecasted
cash flow requirements, by investing in securities with active secondary
markets, and by investing in eligible money market mutual funds (MMMF's)
and local government investment pools (LGIP's).
14
City of University Park~ Texas - Investment Policy
A security may be liquidated to meet unanticipated cash requirements, to re-
deploy cash into other investments expected to outperform current holdings,
or to otherwise adjust the portfolio.
4. Achieving Investment Return Objectives
Investment selection for all funds shall be based on legality, appropriateness,
liquidity, and risk/return considerations. The portfolios may be actively
managed to enhance overall interest income. Active management will take
place within the context of the "Prudent Person Rule." (see Section 2.4).
1. Securities Swaps
The City may take advantage of security swap opportunities to improve
portfolio yield. A swap which improves portfolio yield may be selected
even if the transaction results in an accounting loss.
2. Competitive Bidding
It is the policy of the City to require competitive bidding for all individual
security purchases except for those transactions with money market mutual
funds (MMMFs) and local government investment pools (LGIP's) which
are deemed to be made at prevailing market rates, and for government
securities purchased at issue through a primary dealer at auction price.
Rather than relying solely on yield, investment in MMMFs and LGIP's
shall be based on criteria determined by the Investment Committee,
including adherence to Securities and Exchange Commission (SEC)
guidelines for MMMFs when appropriate.
At least three bidders must be contacted in all transactions involving
individual securities. Competitive bidding for security swaps is also
required. Bids may be solicited in any manner provided by law. For those
situations where it may be impractical or unreasonable to receive three
bids for a transaction due to a rapidly changing market environment or to
secondary market availability, documentation of a competitive market
survey of comparable securities or an explanation of the specific
circumstance must be included with the transaction bid sheet. Ail bids
received must be documented and filed for auditing purposes.
3. Methods of Monitoring Market Price
The methods/sources to be used to monitor the price of investments that
have been acquired with public funds shall be from sources deemed
reliable by the Investment Officer, including primary or regional
broker/dealers, established financial institutions providing portfolio
management/accounting services, financial publications, such as the Wall
City of University Park~ Texas - Investment Policy
Street Journal, market information vendors such as Bloomberg or Telerate
and market pricing services.
4. Benchmark Rate of Return
As a general guideline, the City's cash management portfolio shall be
designed with the objective of regularly meeting the average return on
three-month U.S. Treasury Bills, or the average rate of 90-day Certificates
of Deposit. These indices are considered benchmarks for risk-free
investment transactions and therefore comprise a standard for the
portfolio's rate of return. Additional benchmarks may be developed and
recommended by the Investment Committee and used as a comparative
performance measures for the portfolio. Additional benchmarks that may
be considered for targeting by the Investment Committee include the
Constant Maturity Treasury Bill with the maturity that most closely
matches the weighted average maturity of the portfolio or a more
customized index made up of blended Merrill Lynch Treasury/Agency
indices.
The investment program shall seek to augment rates of return above this
threshold, consistent with legal restrictions and prudent investment
principles. In a diversified portfolio, measured losses are inevitable and
must be considered within the context of the overall portfolio.
5. Responsibility and Control
1. Authority to Invest
Authority to manage the City investment program is derived from a
resolution of the City. Those authorized by said resolution are designated
as Investment Officers of the City, and, in conjunction with the Investment
Committee, are responsible for investment decisions and activities. The
City reserves the right to contract with an external investment advisory
firm to manage the investment assets, and the resulting resolution will
grant investment authorization to the contracted firm. The Finance
Director shall establish written procedures for the operation of the
investment program consistent with this Investment Policy.
2. Bonding requirements/Standard of care
Each of the authorized investment officers shall be a bonded employee.
All participants in the investment process shall act responsibly as
custodians of the public trust and shall exercise the judgment and care,
under prevailing circumstances, that a prudent person would exercise in
the management of the person's own affairs.
City of University Park, Texas - Investment Policy
3. Establishment of Internal Controls
The Finance Director is responsible for establishing and maintaining an
internal control structure designed to ensure that the assets of the entity are
protected from loss, theft or misuse. The internal control structure shall be
designed to provide reasonable assurance that the objectives are met. The
concept of reasonable assurance recognizes that (1) the cost of a control
should not exceed the benefits likely to be derived; and (2) the valuation of
costs and benefits requires estimates and judgments by management.
4. Standard of Ethics
City staff involved in the investment process shall refrain from personal
business activity that could conflict with proper execution of the
investment program, or which could impair the ability to make impartial
investment decisions.
City staff shall disclose to the City any material interests in financial
institutions that conduct business with the City, and they shall further
disclose positions that could be related to the performance of the City
portfolio. City staff shall subordinate their personal financial transactions
to those of the City, particularly with regard to the timing of purchases and
sales.
An investment officer of the City who has a personal business relationship
with an organization seeking to sell an investment to the City shall file a
statement disclosing that personal business interest. An investment officer
who is related within the second degree by aff'mity or consanguinity to an
individual seeking to sell an investment to the City shall file a statement
disclosing that relationship. A statement required under this subsection
must be filed with the Texas Ethics Commission and the governing body
of the City.
5. Training and Education
In accordance with the Public Funds Investment Act (Chapter 2256, Texas
Government Code), the designated Investment Officers, or those personnel
authorized to execute investment transactions, must attend periodic
investment training. State law requires that training relating to investment
responsibilities must be provided by an independent source as approved by
the Investment Committee. Personnel authorized to execute or approve
investment transactions must receive at least 10 hours of investment
training within each two-year period. Newly appointed investment officers
must attain at least 10 hours of instruction relating to the officer's
17
City of University Park~ Texas - Investment Policy
e
responsibility under the Act within 12 months after assuming investment
duties.
6. Investment Committee
An Investment Committee that is comprised of the membership of the
Finance Advisory Committee shall be established to determine
investment guidelines, general strategies, and monitor performance.
The Committee shall meet quarterly to review performance, strategy
and procedures. The Investment Committee shall include in its
deliberation such topics as: performance reports, economic outlook,
portfolio diversification, maturity structure, potential risk to the City
funds, authorized brokers and dealers, and the target rate of return on
the investment portfolio.
Reporting
Investment performance is continually monitored and evaluated by the
Finance Director. The Investment Officer(s) will provide detailed reports, as
required by the Public Funds Investment Act (Chapter 2256, Texas
Government Code, Section 2256.023) for the City On a quarterly basis.
The Finance Director shall submit a quarterly investment report signed by the
investment officers that summarizes current market conditions, economic
developments and anticipated investment conditions. The report shall
summarize investment strategies employed in the most recent quarter, and
describe the portfolio in terms of investment securities, maturities, risk
characteristics and shall explain the total investment return for the quarter.
The report will outline conformance to the restrictions of the Policy in the area
of diversification and term of maturity. The report will also compare the
performance of City's portfolio to appropriate benchmarks as determined by
the Investment Committee. The report shall summarize current market
conditions, economic developments and anticipated investment conditions.
The report shall also summarize investment strategies employed in the most
recent quarter, and describe the portfolio in terms of investment securities,
maturities and risk characteristics.
Within 60 days of the end of the fiscal year, the Finance Director or the
Investment Advisory firm shall present an annual report on the investment
program and investment activity. The report may be presented as a component
of the fourth quarter report to the City.
The quarterly investment report shall include a succinct management summary
that provides a clear picture of the status of the current investment portfolio
and transactions made over the last quarter. This management summary will
City of University Parlq Texas - Investment Policy
be prepared in a manner which will allow the City to ascertain whether
investment activities during the reporting period have conformed to the
Investment Policy. The report will include the following:
1. A listing of individual securities held at the end of the reporting period.
Unrealized gains or losses resulting from appreciation or depreciation
by listing the beginning and ending book and market value of
securities for the period.
3. Additions and changes to the market value during the period.
4. Average weighted yield to maturity or total return performance of the
portfolio on entity investments as compared to applicable benchmarks.
5. Listing of investments by maturity date.
6. The percentage of the total portfolio which each type of investment
represents.
7. Statement of compliance of the City investment portfolio with State
Law and the investment strategy and policy approved by the City.
7. Compliance Audit
In conjunction with its annual financial audit, the City shall perform a
Compliance audit of management controls on investments and adherence to the
City's established Investment Policies. The results of the audit shall be
reported to the Investment Committee and the governing body of the City.
8. Certification
A copy of this Investment Policy will be provided to the senior management
of any bank, dealer, broker or investment advisor wishing to transact
investment business directly with the City in order that it is apprised of the
investment goals of the City. Before business is transacted with the firm, a
certification (Appendix C) must be signed by a senior member of a firm.
Should the City contract with an external investment advisor to execute the
entity's investment strategy, including the negotiation and execution of
investment transactions, a managing officer of the investment advisory firm
may sign the written certification in lieu of the broker/dealer firms. This
certification must be included as part of the investment advisory contract.
SECTION 5
ADOPTING CLAUSE
City of University Park~ Texas - Investment Policy
5. ADOPTING CLAUSE
This Investment Policy for the City of University Park, Texas is hereby adopted as of
the 5th day of September, 2002.
D~i~~r ~f~Fina~nce~
48
RESOLUTION NO. 02-14
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY PARK,
TEXAS, APPROVING A LAW ENFORCEMENT MUTUAL AID TASK FORCE
AGREEMENT WITH OTHER CITIES; APPROVING AN INTER JURISDICTIONAL
PURSUIT POLICY AGREEMENT WITH OTHER CITIES; AUTHORIZING THE
CHIEF OF POLICE TO SIGN BOTH AGREEMENTS ON BEHALF OF THE CITY;
AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, Texas cities and counties are authorized under Chapter 791, Government
Code, to enter into interlocal cooperation agreements with one another; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the Greater Dallas-Fort Worth Regional Law Enforcement Mutual Aid Task
Force Agreement, a copy of which is attached hereto as Exhibit "A", be, and the same is hereby,
approved in all respects. That the Interjurisdictional Pursuit Policy Agreement, a copy of which
is attached hereto as Exhibit "B", be, and the same is hereby, approved in all respects.
SECTION 2. The Chief of Police of the City of University Park, Texas, is authorized to sign
both Agreements on behalf of the City of University Park, and perform any additional
administrative steps that may be required to give effect to such Agreements.
SECTION 3. That this Resolution authorizes agreements between the parties described herein
as provided by Chapter 791 of the Texas Government Code.
SECTION 4. This resolution shall take effect immediately from and after its passage, and the
Agreements attached hereto shall be effective as the agreements of the City of University Park
upon execution of multiple originals hereof by the last of the parties to do so, and it is
accordingly so resolved.
DULY PASSED by the
5T~I day of SEPT~ER
City Council of the
., 2002.
City of University Park, Texas, on the
AP~//~QVED: ~c
HAROLD PEEK, MAYOR
-. 50144
1. Preamble:
EXHIBIT A
GREATER DALLAS-FORT WORTH REGIONAL
LAW ENFORCEMENT MUTUAL AID TASK FORCE
AGREEMENT
WHEREAS, the 'governmental entities which are parties to this agreement desire
to form a la~ enforcement mutual aid task force to cooperate in the investigation of
criminal activity; enforcement of the laws of this State; and, to protect health, life and
property from riot, disaster, threat of concealed explosives, unlawful assembly
characterized by force and violence or threatened violence by groups of three or more
persons; and,
WHEREAS, Chapter 791, et. seq. of the Texas Government Code authorizes local
government entities to enter into Interlocal Contracts and Section 362.002 of the Texas
Local Govermnent Code specifically authorizes Mutual Aid Task Force agreements such
as this agreement;
NOW, THEREFORE, it is mutually agreed by the parties hereto to enter into this
Agreement upon the following terms:
2. Definitions:
The following terms shall have the following meanings when used in this
Agreement:
"Law Enforcement Officer" means any commissioned peace
officer as deemed under the Texas Code of Criminal Procedure.
"Member" means any local government entity, including the
Dallas-Fort Worth International Airport Board (hereinafter "DFW
Airport"), which is a party to this Agreement.
"Chief Law Enforcement Officer" means the Chief of Police or the
Director of Public Safety of a municipality or DFW Airport, or the Sheriff
of a County.
"Requesting Member" means a member who requests law
enforcement assistance from another member under this Agreement.
"Responding member" means a member to whom a request for
assistance is directed by a requesting member under this Agreement.
DFW Regional Mm. Aid Agreement - Page I
3. Name:
The members hereby form a mutual aid law enforcement task force to be named
the Greater Dallas-Forth Worth Regional Law Enforcement Mutual Aid Task Force
(hereinafter "Task Force").
4. Purpose:'
The purpose of the Task Force is to cooperate in the investigation of criminal
activity; enforcement of the laws of this State; and, to protect health, life and property
from riot, disaster, threat of concealed explosives, unlawful assembly characterized by
force, and violence or threatened violence by groups of three or more persons.
5. Request for Assistance:
Any request for assistance under this Agreement shall, when reasonably possible,
include a statement of the amount and type of equipment and number of law enforcement
personnel requested, and shall specify the location to which the equipment and personnel
are to be dispatched. However, the amount and type of equipment and number of
personnel actually fumished by a responding member shall be determined by the
responding member's chief law enforcement officer or his designee.
6. Response to Request for Assistance:
Responding members will assign law enforcement officers to perform law
enforcement duties outside the responding member's territorial limits, but within the
territorial limits of a requesting member, subject to the responding member's
determination of availability of personnel and discretion when:
A. Such assignment is requested by the chief law enforcement officer or his
designee, of a requesting member, and
B. The chief law enforcement officer, or his designee, of the responding
member has determined, in his sole discretion, that the assignment is necessary to fulfill
the purposes of this agreement in providing police protection and services within the
territorial limits of the requesting member.
Operational control:
All personnel of the responding member shall report to the requesting member's
officer in tactical control at the location to which said law enforcement personnel have
been dispatched and shall be under the operational command of the requesting member's
chief law enforcement officer or his designee.
DFW Regional Mut. Aid Agreement - Page 2
8. Release:
Law Enforcement Officers of the responding member will be released by the
requesting member when their services are no longer necessary.
9. Withdrawal from Response:
The Chief law enforcement officer, or his designee, of the responding member, in
his sole discretion, may at any time withdraw the personnel and equipment of the
responding member or discontinue participation in any activity initiated pursuant to this
Agreement.
10. Qualifications of Office and Oath:
While any law enforcement officer regularly employed by a responding member
is in the service of the requesting member under this Agreement, said law enforcement
officer shall be deemed to be a peace officer of the requesting member and be under the
command of the requesting member's chief law enforcement officer with all powers of a
law enforcement officer of the requesting member as if said law enforcement officer were
within the territorial limits of the governmental entity where said officer is regularly
employed. The qualifications of office of said law enforcement officers where regularly
employed shall constitute his or her qualifications for office within the territorial limits of
the requesting member and no additional oath, bond or compensation shall be required.
11.
Right to Reimbursement:
Each party to this agreement, when providing services of personnel as a
responding party, expressly waives the right to receive reimbursement for services
performed or equipment utilized under this Agreement even though a request for such
reimbursement may be made pursuant to Chapter 362 of the Texas Local Government
Code.
12. Officer Benefits:
Any law enforcement officer or other police personnel assigned to the assistance
of another member pursuant to this Agreement shall receive the same wage, salary,
pension, and all other compensation in all other rights of employm6nt in providing such
service, including injury, death benefits and worker compensation benefits and well as
.any available insurance, indemnity or litigation defense benefits Said benefits shall be
' 'ilae same as though the law enforcement officer or personnel in question had been
rendering service within the territorial limits of the member where he or she is regularly
employed. All wage and disability payments, including worker compensation benefits,
pension payments, damage to equipment, medical expenses, travel, food and lodging
shall be paid by the member which regularly employs the officer providing service
pursuant to this Agreement in the same manner as though such service had been rendered
within the limits of the member where such person or law enforcement officer is
DFW Regional Mut. Aid Agreement - Page 3
regularly employed. Each responding member shall remain responsible for the payment
of salary and benefits as well as for legal defense of the responding member's officers or
personnel when acting pursuant to this agreement.
13. Liability:
In the event that any person performing law enforcement services pursuant to this
Agreement shall be named or cited as a party to any civil claim or lawsuit arising from
the performance of their services, said person shall be entitled to the same benefits from
their regular employer as they would be entitled to receive if such similar action or claim
had arisen out of the performance of their duties as a member of the department where
they are regularly employed and within the jurisdiction of the member by whom they are
regularly employed. The Members hereby agree and covenant that each Member shall
remain solely responsible for the legal defense and any legal liability due to the actions of
an officer or other personnel regularly employed by said member. Nothing herein shall
be construed to expand or enlarge the legal liability of a Member for any alleged acts or
omissions of any employee beyond that which might exist in the absence of this
Agreement. Nothing herein shall be construed as a waiver of any legal defense of any
nature whatsoever to any claim against a Member or against an officer or employee of e[
Member.
14. Waiver of Claims:
Each party of this Agreement to its members respectively waives all claims
against each and every other party or member for compensation from any loss, damage,
personal injury or death occurring as a consequence of the performance of this
Agreement even though such alleged damage may have or is alleged to have occurred as
a result of alleged negligent or other tortious conduct of any party to this Agreement.
15. Immunity Not Waived:
The parties hereto expressly do not waive any immunity or other defenses to any
civil claims with the execution of this agreement. It is understood and agreed that, by
executing this Agreement, no party or member hereto waives, nor shall be deemed hereby
to waive, any immunity or defense which otherwise is available in claims arising which
are signs of or connection with, any activity conducted pursuant to this Agreement.
16. Venue:
Each party to this Agreement agrees that if legal action is brought under this
Agreement, the venue shall lie in the county in which the defendant member is located,
and if located in more than one county, then it shall lie in the county in which the
principal offices of said defendant member are located. The Parties hereby stipulate and
agree that this Agreement is to be construed and applied under Texas law.
DFW Regional Mut Aid ~ment - Page 4
17. Arrest Authority Outside Primary Jurisdiction:
It is expressly agreed and understood that a law enforcement officer employed by
a responding party who performs activities pursuant to this Agreement may make arrests
outside the jurisdiction in which said officer is regularly employed, but within the area
covered by this Agreement; provided, however, that the law enforcement agency of the
requesting jurisdiction and/or the jurisdiction in which the arrest is made shall be notified
of such arrest without unreasonable delay. The police officers employed by the parties to
this Agreement shall have such investigative or other law enforcement authority in the
jurisdictional area encompassed by the members, collectively, to this Agreement as is
reasonable and proper to accomplish the purposes for which a request, for mutual aid
assistance is made pursuant to this Agreement.
18. Clauses Severable:
The provisions of this Agreement are to be deemed severable such that should any
one or more of the provisions or terms contained in this Agreement be, for any reason,
held to be invalid, illegal, void, or unenforceable; such holding shall not affect the
validity of any other provision or term herein and the agreement shall be construed as if
such invalid, unenforceable, illegal or void provision or term did not exist.
19. Termination:
Any Party to this Agreement may terminate its participation or rights and
obligations as a Party by providing thirty (30) days written notice via certified mail to the
Chief Law Enforcement Officer of every other Party. Should one Party terminate its
participation in, or withdraw from, this Agreement, such termination or withdrawal shall
have no effect upon the rights and obligations of the remaining Parties under this
Agreement.
20. Effective Date:
This Agreement becomes effective immediately upon the execution by the Parties
hereto.
21. Modification:
This Agreement may be amended or modified by the mutual agreement of the
:parties hereto in writing to be attached to and incorporated into this Agreement. This
'~nstmment contains the complete agreement of the parties hereto and any oral
modifications, or written amendments not incorporated to the Agreement, shall be of no
force or effect to alter any term or condition herein.
22. Execution of Agreement:
DFW Regional Mut. Aid Agreement - Page 5
This Agreement shall be executed by the duly authorized official of the respective
Parties pursuant to approving resolutions of the governing body of the respective units of
local government. Copies of said approving resolutions shall be attached hereto and made
a part hereof. This agreement may be executed in multiple original copies by the
respective Parties.
23. Compliance with Law:
The Parties shall observe and comply with all applicable Federal, State and Local
laws, rules, ordinances and regulations that affect the provision of services provided
herein.
24. Interjurisdictional Pursuit Agreement:
The Parties hereto expressly understand and agree that this agreement does not in
any way modify or restrict the procedures or guidelines which are followed by any law
enforcement agency or Member pursuant to the Inter-Jurisdictional Pursuit Policy
Agreement to which some Members or their law enforcement agencies, may be parties.
To the extent any provision of, or action taken pursuant to, the Inter-Jurisdictional
Pursuit Policy Agreement may be construed to conflict with the terms and conditions of
this Agreement, the terms of the Inter-Jurisdictional Pursuit Policy Agreement shall
control as to those particular actions.
25. Coordinating Agency.
The Parties hereby agree that the City of Highland Park Department of Public
Safety shall served as the Coordinating Agency of the Agreement. The Chief Law
Enforcement Officer, or his designee, of said Coordinating Agency shall maintain on file
executed originals of this Agreement, related resolutions or orders of the Parties and other
records pertaining to this Agreement. Said Coordinating Agency shall notify all
members of the identity of the current Parties hereto every __ months.
Executed and entered into on this
~-~ day of ;_- ~'~- ,200,~ by:
Authorized official:
Pant'ed nam& ~c~;~-
Date of governing body approving resolution:
DFW Regional Mut. Aid Agreement - Page 6
II.
EXHIBIT B
Pursuit Agreement, page I
INTER-JURISDICTIONAL PURSUIT POLICY AGREEMENT
General Considerations
A°
If the reason or nature of a pursuit is in conflict with an agency's pursuit
policy, that agency may decline to participate in the pursuit even though
that agency's assistance has been requested.
Any agency involved in the pursuit may, in its discretion,_choose to
terminate its involvement in a pursuit at any time.
Co
The purpose and intent of this agreement is to coordinate law enforcement
response to the emergency conditions caused by vehicular pursuits. This
agreement is not to be construed to limit the legal authority of any law
enforcement agency or officer. Nor is this agreement to be construed to
impose any standard of conduct or care upon any officer or agency beyond
that existing under applicable law. This agreement is intended by the
participating agencies to be in full force and effect as the general order of
each such participating agency.
Notifications
A°
Before entering another jurisdiction, or as soon as practical, the pursuing
agency will, if reasonably possible, notify the other jurisdictional agency
of the following information:
1. A pursuit has entered or is about to enter their jurisdiction.
2. The location and direction of travel.
The primary offense for which the vehicle and occupants are
wanted.
The vehicle license number and complete description of vehicle
and occupants.
The number and description of pursuing units as well as their
relative location to the vehicle being pursued.
6. Whether or not assistance is needed.
As appropriate, the initial agency will notify the jurisdictional agency that
the pursuit is: (1) leaving the jurisdiction; (2) has been discontinued; or,
(3) has ceased and of the ending location.
Pursuit Agreement, page 2
III. Control of the Pursuit
Ao
The initiating agency will have control of and will be responsible for the
pursuit. Other agencies will not participate unless requested to assist.
Bo
A total of no more than three (3) vehicles from the combined jurisdictions
will be involved in any pursuit unless the controlling supervisor from the
originating agency requests additional assistance. At least one of the three
involved units should, ifpractical, be a supervisor. One additional unit
from the jurisdiction through which the pursuit is proceeding may trail the
pursuit by keeping the pursuit in sight from a distance to assist officers if
needed.
IV. Prohibited Practices
Ao
The intentional use of roadblocks designed to stop the pursued vehicle
unless necessary to protect against the imminent death or serious bodily
injury to an officer or another person.
B°
Intentional bumping or ramming of the pursued vehicle unless necessary
to protect against the imminent death or serious bodily injury to an officer
or another person.
Co
Intentionally forcing the pursued vehicle off the roadway unless necessary
to protect against the imminent death or serious bodily injury to an officer
or another person.
Do
Pursuing a vehicle the wrong way on a one-way street or the wrong way
on a divided roadway.
Bo
Shooting at the pursued vehicle, unless necessary to protect against the
imminent death or serious bodily injury to an officer or another person.
F°
Deployment or use of "stop sticks" or "road spikes" unless the officer
deploying the device has been appropriately trained in said deployment
and the deploying officer is authorized to deploy the device by his
employing agency.
V. Responsibilities
A. Initiating agency
Bo
Pursuit Agreement, page 3
Arrest and custody of the persons charged.
Arraignment of arrested persons.
Disposition of any passenger.
Disposition of the arrested person's vehicle.
Coordination of all reports related to the arrest, citations and
criminal charges.
Agency of Primary Jurisdiction
1. Reporting of any traffic collision(s) that occur as a result of a
pursuit.
2. As a matter of professional courtesy, a supervisor from the agency
where the pursuit ceases will respond to the location to offer
immediate assistance at the scene and to determine any pertinent.
information regarding the pursuit.
On behalf of the Agency or Entity reflected below, I agree to follow the terms and
conditions of this Agreement.
gna~ture~~d_X~. ~t'~
Si Date "~
Printed na~ne '
Title
Agency
RESOLUTION NO. 02-15
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING A MASTER FEE SCHEDULE; REPEALING
RESOLUTION NO. 01-1, AS AMENDED; AND PROVIDING AN EFFECTIVE
DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. That Resolution No. 01-1, Master Fee Resolution, be, and the same is
hereby, repealed.
SECTION 2. That a new Master Fee Schedule, be, and the same is hereby, adopted
for the City of University Park. A true copy of the Master Fee Schedule is attached hereto
as Exhibit "A," and made a part hereof for all purposes, the same as if fully copied herein.
SECTION 3. This Resolution shall take effect October 1, 2002.
DULY PASSED by the City Cotmcil of the City of University Park, Texas, on the
16th day of September 2002.
x,
MAYOR
APPROVED AS TO FORM:.._
CITY ATTORNEY
ATTEST:
EXHIBIT A
MASTER FEE SCHEDULE
TABLE OF CONTENTS
I. Administrative Services
1. Health Permit
2. Rental of City Facilities
3. Permit to Paint House Numbers on Streets
4. Licenses for Dogs and Cats
5. Retumed Check Charge
6. Photocopy Charges
7. Code of Ordinance Book or CD Charge
8. New Resident Packet Charge
II. Building and Zoning
1. Building Permits
2. Trade Permits (Mechanical/Electrical/Plumbing/Concrete)
3. Registration of Mechanical, Plumbing, or Irrigation Contractor
4. Registration of Electrician's License
5. Fence Permits
6. Lawn Sprinkler Permits
7. Pool/Spa Permits
8. Sign Permits
9. Automatic Fire-extinguishing System & Fire Alarm Permits
10. Filing Fees (Amending plats, license agreements, special sign, P&Z, BOA)
11. Real Estate and Tax Inquiries
12. House Moving Permit and Related Charges
13. Moving Temporary Buildings and Mobile Homes
14. Registration for License to Install Automatic Fire-Extinguishing Systems
15. Grass and Weed Mowing Fees and Liens
16. Certificate of Occupancy
17. Re-inspection Fee
III. Utilities
1. Water Meter Security
2. Reconnection of Water Service Following Cut-off for Non-Payment of Bills
3. Emergency Water Cut-off Service
4. Examination and Test of Meters
5. Meter Re-reads
6. Water Service
7. Conservation Surcharge
8. Sewer Service
9. Utility Service Construction Fees
10. Sewer Rate Re-calculation
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Master Fee Schedule, Table of Contents Page two
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ADMINISTRATIVE SERVICES
Health Permit (Ch. 6, Sec. 6.304)
An annual fee of one hundred and seventy-five dollars ($175.00) will be collected from
each food service establishment for a Health Permit issued by the City Secretary and
thereafter for the renewal of such permit.
Rental of City Facilities (Ch. 1, Art. 1.700)
Council Chamber
(1) Community-related groups which serve the youth or elderly shall be allowed the use
of the premises for ten dollars ($10.00) daytime use (8:00 a.m. to 5:00 p.m.) and
twenty dollars ($20.00) for evening use (5:00 p.m. to 11:00 p.m.).
(2) All other groups shall pay twenty-five dollars ($25.00) per daytime use and fifty
dollars ($50.00) for evening use.
Training Room & Conference Room
(1) Training Room - two hundred dollars ($200.00)
(2) Conference Room - one hundred & twenty-five dollars ($125.00)
Rental of city facilities shall be arranged with the City Secretary. No deposit shall be
required, but full payment shall be expected prior to the event. Cash or checks only shall be
received and must be in the City Secretary's office 24 hours in advance of the event to
maintain the reservation.
Permit to Paint House Numbers on Streets (Ch. 4, Sec.4.303)
A fee of fifty dollars ($50.00) for investigation shall be charged to any person applying for a
permit to paint house numbers on streets. The fee shall not be pro-rated and shall be paid at
the time the application is made and shall not be returned to the applicant regardless of
whether a permit is issued or not.
Licenses for Dogs and Cats (Ch. 2, Art. 2.600)
The owner of each dog or cat more than four (4) months old in the City shall obtain a
license for such dog or cat from the City Manager or his designee. At the time of application
for such license, the owner shall present a Certificate of Vaccination as specified in the City
Code and pay a licensing fee often dollars ($10.00) for each altered dog or cat and twenty
dollars ($20.00) for each unaltered dog or cat.
Returned Check Charge (Res. 93-16)
The maximum charge permitted under Texas law will be imposed by the City for the
collection of checks returned by the banks for the lack of funds when such checks are used
in payment to the City for deposits or obligations legally owed by the issuer of the said
returned checks. The Director of Finance will add the returned check charge to the other
obligations owed to the City by the issuer of the returned checks. The same charge shall be
applied to electronic funds transactions in which lack of funds prevents payment from being
made.
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IV. Public Safety and Judicial
1. Impounded Vehicles
2. Wrecker Service Fees
3. Ambulance (MICU) Service
4. Solicitor's License
5. Commission for Private Guards
6. Impoundment Fees for Animals
7. 9-1-1 Emergency Service Fee
8. Alarm Permit/Direct Alarm Monitoring
9. Hose Cabinet Fees
10. Fire Re-inspection Fees
V. Sanitation
1. Residential Garbage Collection
2. Brush and Tree Limb Collection
3. Appliance, Furniture, and Large Item Collection
4. Commercial Garbage Collection
5. Residential Construction Sites
6. Liquid Waste Transport
7. Yard Waste Bags
8. Transfer Station Fees
9. Recycling Fees
VI. Parks and Recreation
1. Goar Park Pavilion Reservation
2. Tennis Permits
3. Park and Playing Field Reservations for Filming
4. Playing Field Reservations
5. Park Reservations for Sports Clinics
6. Park Reservation Fees
7. Swimming Pool
VII. Commercial Filming Fees
1. Small Productions
2. Large Productions
3. Reimbursement of Personnel Costs
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The Director of Finance, with the approval of the City Manager, may waive such charge if
the City was negligent in the cashing of the check or if special circumstances deem the
waiver as appropriate; however, in all cases of a waiver complete records must be made of
the reason for the waiver.
o
Photocopy Charges (Admin. Order FNC-10)
Article 6252-17a of the Texas Statutes allows the City to charge a reasonable fee to cover
the costs of reproducing public documents for private use. The charge for reproducing such
documents will be based on the following guidelines:
(1)
REPRODUCTION CHARGES
a. The charge for photocopies up to 8.5" x 14" will be ten cents ($0.10) for
each page.
b. The charge to reproduce documents larger than 8.5" x 14" will be fifty cents
($0.50) or the actual cost incurred by the City in obtaining the reproductions.
c. The charge to reproduce documents stored on microfilm will be two dollars
($2.00) per page.
d. The charge to retrieve information from computer data storage banks will be
computed at the rate of one hundred dollars ($100.00) per hour of operator
time.
(2)
EXCEPTION:
The charges in section (1) do not apply to official publications normally offered to
the public free of charge.
(3)
ADDITIONAL CHARGES:
Requests that are for 50 or more pages will be subject to an additional fee to cover
processing costs. The fee will be computed at the rate of fifteen dollars ($15.00) per
hour.
Code of Ordinance Book or CD Charge
(1) The charge for the Code of Ordinances Book will be one hundred, fifty dollars
($150.00).
(2)
The charge for a CD-ROM of the Code of Ordinances will be twenty-five dollars
($25.00).
(3)
The entire University Park Zoning Ordinance may be purchased for twenty dollars
($20.00).
New Resident Packet Charge
The charge for a new Resident Packet shall be $15.00 to anyone other than a new resident.
There is no charge for a new resident.
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II.
BUILDING AND ZONING
1. Building Permits (Ch. 3, Sec 3.103)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential $.95/s.f. -
Non-residential 0.75% of valuation $75.00
(2) Additions, alterations, and repair fees:
Occupancy type Permit fee Minimum fee
Residential 1% of valuation $ 50.00
Non-residential 0.75% of valuation $75.00
(3) Demolition fees:
Occupancy type Permit fee
Residential $100.00
Non-residential $250.00
Trade Permits (Mechanical/Electrical/Plumbing/Concrete)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $75.00
Non-residential 2% of valuation $75.00
(2) Additions, alterations, and repair fees:
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $50.00
Non-residential 2% of valuation $75.00
Registration of Mechanical, Plumbing, or Irrigation Contractor
The registration fee for a mechanical, plumbing, or irrigation contractor shall be seventy-
five dollars ($75.00).
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Registration of Electrician's License (Ch. 3, Sec. 3.1007)
The fees for licensing of qualified electricians and electrical contractors shall be payable to
the City of University Park as set forth in the following table. The period for payment of fee
shall begin on January 1st and end December 31st of the same calendar year. No Inspection
Permit will be issued, nor work authorized to permit the applicant thereof to enter into a
contract for or do any installation, maintenance or repair of any electrical work unless such
person has paid his annual registration fee as required by this subsection.
License type Annual fee
Electrical Contractor $75.00
Master Electrician $20.00
Journeyman Electrician $10.00
Fence Permits (Sec. 8-801, Zoning Ordinance)
Occupancy type Permit fee
Residential $50.00
Non-residential $100.00
Lawn Sprinkler Permits (Ch. 3, Sec. 3.2203)
Occupancy type Permit fee
Residential $50.00
Non-residential" $150.00
Pool/Spa Permits (Ch. 3, Art. 3.8)
Permit type Permit fee
Pool $250.00
Spa $150.00
Sign Permits (Ch. 12, Sec. 12.203, 12.209)
(1) Fee for Sign Permit:
The permit fee to construct, erect, or renovate a sign shall be seventy-five dollars
($75.00).
(3) An Investigation Fee shall be collected in addition to the permit fee whenever any
sign for which a permit is required has been installed, replaced or altered without
first having obtained a permit. The investigation fee shall be two (2) times the
amount of the permit fee. The Investigation Fee shall be collected even if a permit
is not issued.
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Automatic Fire-Extinguishing System & Fire Alarm Permits
The permit fee for the installation of an Automatic Fire-extinguishing System or a fire alarm
system shall be one percent (1%) of the valuation of the materials and labor involved.
10.
Filing Fee for Amending Plats, License Agreements, Requests for Special Sign
Districts, and Submissions for Planning and Zoning Commission and Board of
Adjustment Hearings (Ch. 12, Sec. 12.103)
(1) The fee to be paid by applicants who request an amending plat from the Building
Division shall be one hundred fifty dollars ($150.00) per request.
(2)
The fee to be paid by applicants who request a license agreement from the City shall
be one hundred dollars ($100) per request.
(3)
The fee to be paid by applicants who request a special sign district shall be one
hundred dollars ($100) per request.
(4)
The fees to be paid by applicants who request a hearing before the Planning and
Zoning Commission shall be three hundred dollars ($300.00) per application.
(5)
The fees to be paid by applicants who request a hearing before the Board of Adjust-
ment shall be one hundred fifty dollars ($150) per application.
11.
Real Estate and Tax Inquiries (Res. 85-9)
Employees of University Park shall not give out information relative to real estate
description or tax matters over the telephone to any commercial establishment. All
inquiries in regard to real estate descriptions, tax searching status, etc., shall be presented in
writing to the City and the City shall make a three dollar ($3.00) charge for each item
requested.
12.
House Moving Permit and Related Charges (Ch. 3, Sec. 3.1701, 3.1705)
(1) The applicant shall pay a fee of fifty dollars ($50.00) to the City for the house
moving permit.
(2) The applicant shall reimburse the City of University Park for any personnel costs,
including overhead, directly related to providing assistance to the moving activity.
The building official may require a cash deposit at the time of application to ensure
partial or full payment of personnel costs. The hourly rate for each police officer
used for escort purposes is twenty-five dollars ($25.00) per hour.
(3) All fees shall be paid to the City at the time of application for Moving Permit. If
escort personnel have to return, the building official may require that an additional
cash deposit be paid before the house, building, or structure is to be moved.
13.
Moving Temporary Buildings and Mobile Homes (Ch. 3, Sec. 1705)
The permit fee for the movement of a mobile or temporary home within the University Park
city limits shall be five dollars ($5.00).
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14.
15.
16.
17.
III.
Registration Fee for License to Install Automatic Fire-Extinguishing Systems
(Ch.5 Sec. 5.1300)
The fee for registration of a license shall be seventy-five dollars ($75.00) for Fire Sprinkler
Contractor.
Grass and Weed Mowing Fees and Liens (Ch. 6, Sec. 6.204, 6.205)
(1) Fees-Owners of property mowed to correct tall grass and weeds shall pay a fee equal
to the cost of mowing plus interest at six percent from the date of mowing.
(2) Liens-Property liens filed for non-payment of fees and interest for mowing tall grass
and weeds will include a legal and administrative fee of fifty dollars ($50.00).
Certificate of Occupancy (July 1998)
The fee for a Certificate of Occupancy shall be fifty dollars ($50.00). All new businesses
moving into the City are required to obtain a Certificate of Occupancy from the Building
Inspection division.
Re-inspection Fee
A Re-inspection Fee may be assessed for each inspection or re-inspection when such
portion of work for which inspection is called is not complete or when corrections called for
have not been made. Contractor must pay a Re-inspection Fee of fifty dollars ($50.00) at
the Building Inspection Department prior to a subsequent inspection being made
UTILITIES
Water Meter Security (Ch. 11, Sec. 11.303)
(1) Before water service is furnished to a consumer at any address, the consumer shall
be required, upon making application for such service, to deposit with the manager
g for each meter:
o~ me uumy omm ~ omce, ueposas amounung to me ~mlm
Meter size Status Fee
5/8" and 1" meters Homeowner occupied $35.00
5/8" and 1" meters Rental units $65.00
Meters larger than 1" All $75.00
Hydrant meter Refundable deposit $1,000.00
Hydrant meter Installation fee $40.00
(2)
The deposit for apartments or duplexes that are not individually metered will be
thirty-five dollars ($35.00) per unit. For example, the deposit for a four-unit
apartment will be one hundred forty dollars ($140.00).
(2)
In the case of business institutions, the manager of the utility billing office may
require a deposit equal to three times the average monthly bill on such premises.
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Reconnection of Water Service Following Cut-Off for Nonpayment of Water Bills
(Ch. 11, Sec. 11.306)
When water is cut off because of nonpayment, the manager of the utility billing office shall
not permit the water or sewer services to be resumed until the full amount delinquent, the
ten (10%) percent penalty, and a collection or reconnection charge of twenty dollars
($20.00) is paid. Such amount shall be paid at the utility billing office if reconnected during
normal office hours.
Emergency Water Cut-Off Service (Ch. 11, Sec. 11.307)
Whenever any consumer, owner or occupant of premises shall request the City to cut off his
water service at the meter for his convenience or due to the fact that his stop and waste or
house cut off is either nonfunctional or cannot be found, then the manager of the utility
billing office shall add a service fee to his bill of fifteen dollars ($15.00) for each cut off.
Examination and Test of Meters (Ch. 11, Sec. 11.308)
Any consumer shall have the right to demand that the meter through, which water is being
furnished be examined and tested for the purpose of ascertaining whether it is or is not
registering correctly the amount of water which is being delivered through it to such
consumer; provided that, when such consumer desires to have any meter so examined and
tested, such consumer shall make application therefor in writing to the manager of the utility
office, and shall deposit with such application the amount charged for various sizes:
Testing any size meter up to a 1"
Testing any meter larger than 1"
$10.00I
$15.00
Meter Re-reads (Ch. 11, Sec. 11.309)
Any consumer who feels that their measured water consumption is excessive may request
that the meter be re-read. Two (2) free re-reads are allowed within each calendar year and
any in excess will be charged ten dollars ($10.00), unless there has been an error on the part
of the City or the meter is faulty.
Water Service (Ch. 11, Art. 11.4000)
(1) The following water rates are hereby established and shall be collected. The
minimum monthly rates for all metered water service shall be as follows:
5/8" or 3/4" meter $ 7.85
1" meter $ 8.65
1 1/2" meter $11.25
2" meter $14.00
3" meter $16.70
4" meter $ 28.25
Portable meter $126.00
(2)
Each consumer served during the month shall be entitled to the use of two thousand
(2,000) gallons of water paid under the minimum rates hereinabove specified. In
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any billing period, where the water consumed is in excess of the minimum, the rate
shall be two dollars and forty-seven cents ($2.47) per 1,000 gallons or any portion
thereof.
(3)
Any duplex or multi-family dwelling which is served by a single water meter shall
be billed a minimum charge for each unit, occupied or vacant. All single family
units shall pay a minimum charge for each meter but such minimum shall provide
for a usage of 2,000 gallons per meter.
Conservation Surcharge (June - November billings) (Ch. 11, Art. 11.4000)
During the six (6) summer months, each water customer (except Southern Methodist
University) shall be subject to a conservation surcharge for all consumption in excess of
11,500 gallons. SMU meters shall be subject collectively to a monthly conservation
surcharge for all consumption in excess of the average amount of water used during the
immediately preceding October, November, December, January, February and March. The
surcharge rate shall be sixty-eight cents ($0.68) per thousand (1,000) gallons for all excess
consumption.
Sewer Service (Ch. 11, Art. 11.500)
(1) The sewer charge for each single family, duplex or multi-family dwelling shall be
included in the utility bill and calculated as follows:
(a)
All sewer charges are based on the use of water passing through the water
meter or meters. All single family units, having more than one meter, shall
have the usage of meters added together for the purposes of this section;
however, if separate bills are rendered for a lawn sprinkler, such
consumption shall not be considered for sewer charges.
(b)
Any duplex or multi-family dwelling, which is served by a single water
meter, shall be billed a minimum charge for each unit, occupied or vacant,
and any usage over the minimum shall be averaged over each unit of the
dwelling as though each unit consumed the water the average indicates.
(c)
Any duplex or multi-family dwelling, having individual water meters for
each unit, shall be treated for sewer billing purposes as though each were a
single family dwelling.
(d)
There shall be a sixteen dollar and ninety-five cent ($16.95) minimum sewer
charge per unit, which includes two thousand (2,000) gallons of water per
unit per month.
(e)
Any water used in excess of two thousand (2,000) gallons per month shall
be billed at two dollars and fifty-four cents ($2.54) per 1,000 gallons per
month per unit for the sewer fee.
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(f)
The sewer bill for March through February shall be based on the average
billing of water over the three-month period as listed below:
CYCLE I:
The water used during the months of November, December
and January.
CYCLE II:
The water used during the period of November 15 to
February 15.
(2)
For each business or commercial establishment of any nature, plus public
institutions such as schools and churches:
(a)
There shall be a sixteen dollar and ninety-five cent ($16.95) minimum up to
two thousand (2,000) gallons of water used per month.
(b)
Any water used in excess of two thousand (2,000) gallons per month shall
be billed at a rate of two dollars and fifty-four cents ($2.54) per 1,000
gallons per month.
(3)
For service to Southem Methodist University, two dollars and fifty-four cents
($2.54) per one thousand (1,000) gallons of water used per month; the monthly
charge for the period April through March shall be based on the average amount of
water used during the immediately preceding months of October, November,
December, January, February and March, adjusted for lawn, swimming pool, and
metered cooling tower use.
Utility Service Construction Fees (Ch. 11, Art. 11.600)
The following charges shall apply for services performed by the City:
1" water meter installation $1,200.00
Sewer tap installation $1,000.00
1" water meter and sewer tap installation in same excavation $1,600.00
Existing water meter and/or sewer tap removal per excavation $ 800.00
10.
The City, based on the size, location, current costs and specifications, will determine the
price for the installation of water meters greater than one inch (1") and excavations other
than in the alley.
Sewer Rate Re-calculation (Ch. 11, Art. 11.500e)
Sewer service customers may apply to have their sewer service charges re-calculated to the
previous year's rates. The fee for re-calculating sewer service charges shall be thirty dollars
($30.00).
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IV.
1.
PUBLIC SAFETY AND JUDICIAL
Impounded Vehicles (Ch 10, Sec. 10.2304)
(1) Actual cost as charged by the designated
impoundment plus a $20.00 administration fee.
(2) For storing a vehicle - $10.00 per vehicle per day.
wrecker service providing the
Wrecker Service Fees (Ch. 10, Sec. 10.2408)
(1)
A designated wrecker company or another emergency wrecker company authorized
by the Chief of Police to render specific services in a specific emergency shall
charge the following fees for towing vehicles with a light-duty wrecker (rates for
fractions of an hour are based on quarter hour increments):
(a)
Forty-five dollars ($45.00) for towing a vehicle from a point within the City
to another point within the City, to the City pound, or to a point inside the
Town of Highland Park.
(b)
Forty-five dollars ($45.00) for towing a vehicle from a point within the City
to a point inside LBJ Freeway and north of Interstate 30.
(c)
Fifty-five dollars ($55.00) for towing a vehicle from a point within the City
to a point inside LBJ Freeway and south of Interstate 30.
(d)
Seventy-five dollars ($75.00) for towing a vehicle from a point within Dallas
County outside LBJ Freeway and north of Interstate 30.
(e)
Eighty-five dollars ($85.00) for towing a vehicle from a point within the
City to a point within Dallas County outside of LBJ Freeway and south of
Interstate 30.
(f)
Twenty-five dollars ($25.00) for performing a service that does not require
that a vehicle be towed, including but not limited to adding fuel, prying a
bumper from a tire, or other similar services.
(g)
Twenty dollars ($20.00) for using dollies or flatbed wreckers in addition to
other allowable charges.
(h)
For towing a vehicle from a point within the City to a point not listed in
paragraphs (a) through (f) of this subsection, twelve dollars and fifty cents
($12.50) plus one dollar and fifty cents ($1.50) per mile or fraction thereof.
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(i)
Forty dollars ($40.00) per hour of recovery time, such time to begin fifteen
(15) minutes after the light-duty wrecker has arrived on the scene, and to end
when the vehicle is ready to be towed.
(2)
The rates specified in paragraphs (a) through (i) in this subsection, shall be doubled
for heavy-duty wreckers. In addition to the specified rates for towing, a designated
wrecker company is authorized to charge ninety dollars ($90.00) per hour for
recovery time, such time to begin when the heavy-duty wrecker arrives on the scene,
and to end when the vehicle is ready to be towed. Rates for fractions of an hour are
based upon quarter hour increments.
(3)
In addition to the base rates described above, the City charges a twenty dollar
($20.00) administration fee for any towing-related activity.
Ambulance (MICU) Service (Ch. 1, Sec. 1.1903)
(1) A base fee shall be charged per trip per person for transportation by the Mobile
Intensive Care Unit (MICU) to a hospital providing emergency medical attention
within the boundaries of Dallas County. The base fee shall be set at the maximum
amount recoverable from Medicare on the day of transport. In all cases, whether
one (1) person or more than one (1) person is transported in the same MICU, the
charge per trip applies to each individual transported.
(2)
Additional fees will be charged for each emergency medical aid provided to the
person or persons transported including, but not limited to, drags, bandaging,
oxygen, electrocardiogram (EKG), etc., that is allowable by Medicare. The cost of
these items will be the maximum charges allowed by Medicare. An itemized bill
will be provided to each transported patient listing each charge.
(3)
Each transported patient will be charged a mileage fee from the point of patient
loading to the hospital of patient preference in Dallas County. The mileage fee shall
be the maximum amount recoverable from Medicare on the day of transport. If the
patient is unable to establish a preference, transport will be made to the nearest
available hospital. Common transports are to Baylor, Children's, Charlton
Methodist, Doctors, Medical City, Methodist Central, Parkland, Presbyterian, St.
Paul, and Veterans hospitals.
Solicitor's License (Ch. 4, Sec. 4.103)
A fee of fifty dollars ($50.00) for investigation of persons wishing to peddle, sell, solicit,
canvass, or take orders for any services, wares, merchandise, or goods shall be charged,
which shall not be prorated and shall be paid at the time application is made and shall not be
returned to the applicant regardless of whether a permit is issued or not.
Commission for Private Guards (Ch. 4, Sec. 4.407)
Each individual receiving a private guard commission shall pay a fee of fifty dollars ($50.00).
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10.
Impoundment Fees for Animals (Ch. 2, Sec. 2.608)
The City shall collect a fee of twenty dollars ($20.00) for the impoundment of any animal
prior to the release of such animal. If the animal has been impounded for observation for
rabies and held for ten (10) days, the City shall collect a fee of two hundred dollars
($200.00) and an additional fee of twenty dollars ($20.00) per day if such impoundment is
for a period in excess often (10) days.
9-1-1 Emergency Service Fee (Ord. 97/10)
The City shall collect a monthly 9-1-1 billing fee from each telephone service customer.
The fee shall be 6% of the service provider's base charge per line for residential, business,
and trunk lines.
Alarm Permit/Direct Alarm Monitoring Fees
(1)
The City shall charge a fee of fifty dollars ($50.00) for the initial Alarm Permit. Each
year thereafter, Alarm Permit holders shall pay annual fee of twelve dollars ($12.00) due
on the anniversary date of their original application, which will be deducted from their
utility bill at the rate orS1.00 per month. Alarm Permits are not transferable.
(2)
Each Alarm Permit holder subscribing to the City's basic digital-dialer Direct Alarm
Monitoring system shall pay a fee of three hundred dollars ($300.00) per year. This
fee may be paid in whole or in twelve (12) monthly installments of twenty-five dollars
($25.00) each. An additional $7.00 per month will be charged for a secondary or
back-up transmitting device for Direct Alarm Monitoring.
(3)
Each Alarm Permit holder subscribing to the City's optional radio-backup Direct
Alarm Monitoring system shall pay all fees related to the basic system, plus the actual
cost charged to the City by the radio network supplier. This fee may be paid in whole
upon determination of the City's current actual cost or in twelve (12) equal monthly
installments.
(4) Subscribing to the radio-backup system alone is not an option.
Hose Cabinet Fees
The City shall collect an annual fee of two hundred dollars ($200.00) for each hose cabinet
in all parking structures. The fee is intended to recover the cost of regular hose testing and
records maintenance.
Fire Re-inspection Fees
The City shall collect a fee of fifty dollars ($50.00) for the second re-inspection and one
hundred dollars ($100.00) for the third re-inspection.
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V. V. SANITATION
Residential Garbage Collection (Ch. 6, Sec. 1.108)
The City shall charge the following sums per month for collection of garbage and trash from
residences:
Single-family dwelling $14.60
Two-family dwelling, per unit $14.60
Apartments, per unit - on residential route $14.60
Apartments, per unit - on commercial route $ 7.40
Carryout, per unit $91.50
Brush and Tree Limb Collection
An extra charge shall be assessed for pick-up of brush and tree limbs that are too bulky to
be tied in bundles. Brush and limbs shall be stacked on the parkway for pick-up and
charged as follows:
Manual pick-up $ 7.50
Mechanical pick-up - less than ½ truckload $50.00
Mechanical pick-up - ½ truckload $75.00
Mechanical pick-up - full truckload $100.00
Appliance, Furniture, and Large Item Collection
The City shall charge the following sums for the removal of appliances, furniture and other
large items:
Range or refrigerator $15.00
Washer, dryer, window air conditioner, water heater, $10.00
sofa, bed, etc.
These items shall be placed on the parkway and will be picked up on a "call-in" basis only.
Commercial Garbage Collection (Ch. 11, Sec. 11.109)
(1) The City shall for its services in removing garbage and trash from all businesses,
lodging houses, boarding houses, commercial institutions, individual businesses,
finns or corporations, churches, schools, office buildings and properties, charge for
containers placed at any of such establishments, sanitation charges based upon the
following schedule:
Collections Number of 3-yard Containe~
Per Week
1 2 3 4 5 6 7 8
2 $81.50 $128.03 $151.37 $186.20 $221.04 $255.88 $290.60 $325.56
3 $107.11 $162.96 $204.86 $253.74 $302.63 $351.49 $400.38 $455.14
4 $132.71 $197.87 $260.71 $324.73 $388.74 $452.76 $516.77 $580.78
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6 $193.20 $291.06 $353.90 $434.24 $512.20 $594.94 $675.30 $755.65
.6.
(2)
Nothing in this schedule shall prevent the Superintendent of Sanitation from
calculating rates which are lower or which exceed the schedule as long as time,
volume, and number of pick-ups are the basis for such calculation.
Residential Construction Sites
A one-time fee of one hundred and fifty dollars ($150.00) for garbage collection services
will be charged at the time of issuance of a Building Permit for residential construction
where the property will not be occupied during any or all of the construction, such as for
new homes or major remodels. Garbage collection services will be rendered to the property
during construction as part of the regular collection service to the area. (Res. No. 00-15)
Liquid Waste Transport (Ch. 6, Sec. 6.402)
The City shall not issue a liquid waste transport to an applicant until the appropriate
established fee is paid. A person shall pay a fee of two hundred and forty dollars ($240.00)
for the first vehicle and one hundred and seventy dollars ($170.00) for each additional
vehicle operated by the person. Each permit must be renewed annually.
Yard Waste Bags (Ch. 11, Sec. 11.103)
The City shall sell biodegradable yard waste bags for seventy-five cents ($0.75) each to
individuals. A discounted price may be set for sale of the bags by the City, to retail
establishments or other organizations which intend to re-sell the bags to end users.
Transfer Station Fees (Res. 94-7)
University Park residents may use the City's transfer station once a month without charge.
Use of the transfer station is restricted to residents, who must be present when off-loading.
For more than one load per month, the following fees shall apply:
Pick-up track $40.00
Single-axle track, less than 15-feet long $75.00
Double-axle track, more than 15-feet long $100.00
Southern Methodist University vehicles $113.00
Recycling Fees (Res. 94-19)
Each resident receiving an individual City sanitation bill will be charged a recycling lee:
IAlley/curbside service I $2.42
Carry-out service $4.00
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VI*
VI.
1.
PARKS AND RECREATION
Goar Park Pavilion Reservation (Ch. 13, Art. 13.400)
Rental of Goat Park Pavilion:
(1)
(2)
(3)
Residents of University Park may rent the pavilion for personal use for twenty
dollars ($20.00) per hour during the daytime (9:00 a.m. to 5:00 p.m.), and for thirty
dollars ($30.00) per hour for evening use (5:00 p.m. to 11:00 p.m.).
All other groups who use the pavilion for personal use, except those specified in the
following section, shall pay forty dollars ($40.00) per hour for daytime use, and
sixty dollars ($60.00) for evening use.
All applicants that desire to use the facility for business, commercial, or professional
gatherings may apply for the use of said pavilion for daytime hours between 9:00
a.m. and 5:00 p.m. and, if such application is approved, the applicant shall pay the
City Secretary seventy-five dollars ($75.00) per hour, but the applicant may make no
charges nor collect any money of any kind or character from any person whatsoever.
Tennis Permits (Ch. 13, Sec. 13.204)
All qualified residents of the City of University Park, upon making application with the
Utilities Office, may secure an annual Tennis Permit. Such permit shall be numbered and
coded as to indicate the time of its validity. The charge shall be as follows:
Individual Permit $40.00
Family Permit $80.00
Children under 12 $ 7.50
Persons over 65 $ 7.50
o
Park and Playing Field Reservations for Filming_ (Ch. 11, Sec. 13.501)
Commercial use of any and all park facilities, including tennis courts and Goar Park Pavilion,
for filming, photographing, etc., shall carry a charge of seventy-five dollars ($75.00) per hour,
plus a damage and clean up deposit of two hundred and fifty dollars ($250.00).
Playing Field Reservations (Ch. 13, Sec. 13.502)
Bona fide residents who are interested in making playing field reservations Shall buy an annual
reservation card for a fee often dollars ($10.00). -
o
Park Reservations for Sports Clinics (Ch. 13, Sec. 13.503)
Any individual or group wishing to use a park or playing field to conduct a sports clinic as a
profit-making venture shall reserve the park or playing field by filling out the appropriate
application forms in the Park Department Office and pay a fee of twenty dollars ($20.00)
per hour for each hour the clinic is operational in the park or on the reserved playing field.
If, aRer the completion of the clinic, the number of hours during which the park or playing
field was actually in use exceeds the fee paid, the applicant shall be liable and responsible to
pay the additional fee in the Park Department Office within five (5) days. If the actual
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number of hours is less than the fee paid, the applicant shall receive a pro rata refund. The
application forms and all fees must be in the Park Department Office at least one (1) week
before the clinic is scheduled to begin.
Park Reservation Fees (Ch. 13, Sec. 13.501)
Any organized group not sponsored by the City and having special features (i.e., pony rides,
petting zoos, bounce machines, port-a-johns, tents, etc.) which wishes to use a park, must
make a reservation with the Park Department, make a two hundred fifty dollar ($250.00)
refundable deposit, and pay a rental fee according to the following schedule:
Number of People Fee Amount
1 - 25 $ 25.00
26- 99 $100.00
100 - 199 $200.00
200 - 299 $300.00
300 and up $500.00
Groups of twenty-five (25) or less that wish to reserve a park but would not use special
features do not have to make a deposit.
Baseball fields may also be reserved for an additional fee of fifty dollars ($50.00).
Swimming Pool (Ch. 13, Art. 13.300)
(1) All residents of University Park, non-resident property owners, and non-residents of
University Park but in the Highland Park Independent School District (HPISD) six
(6) years of age or older, upon making application, may secure an Annual
Swimming Pool Permit. The City may enact a lower fee for Annual Swimming Pool
Permits purchased before a stated date, which shall be noticed annually. The charge
for Annual Swimming Pool Permits shall be:
Renew New Renew New
° permit permit permit - permit-
Resident - early -- early - later later
University Park property owner $40.00 $50.00 $50.00 $60.00
Non-University Park resident in Highland $80.00 $90.00 $110.00 $120.00
Park Independent School District
University Park Senior Citizen (age 60 and above) $35.00 $35.00 $35.00 $35.00
If an immediate family of more than four (4) purchases more than four (4) Swimming Pool
Permits at one time, each Swimming Pool Permit in excess of four (4) shall be sold at half
price. The Senior Discount applies only to seniors who are University Park residents.
(2) A member of a group defined in subsection (1) above may schedule a birthday
party at the pool. Prior to the party, the member shall fill out an application
stating the date of the party, time of the party and number attending. There will be
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(3)
(4)
(5)
(6)
(7)
a twenty-five dollar ($25.00) fee for the party, plus each party guest must pay the
regular admission fee or present his/her own season pass.
A member of a group defined in subsection (1) above may secure permission for
guests to use pools by paying attendants at the gate a cash fee of five dollars ($5.00)
for each guest each time each guest uses the pool.
A member of a group defined in subsection (1) not owning an Annual Swimming
Pool Permit may use the swimming pool upon presentation of identification and
paying a charge of five dollars ($5.00) per person each time the pool is used.
Lost Annual Swimming Pool Permit
If the Annual Swimming Pool Permit is lost, a duplicate may be secured for ten
dollars ($10.00).
Use of Pool by Children Under Six (6) Years of Age
Children under six (6) years of age, who are members of a group defined in
subsection (1) above or guests of a member of a group defmed in subsection (1)
above, may use any of the pools without charge if accompanied at ail times by a
parent or guardian sixteen (16) years of age or older.
If the parent or guardian desires to enroll such child in one of the swimming
instruction classes, a ten dollar ($10.00) enrollment fee shall be paid for the child.
Persons Who May Accompany Children to Smail Pools
All adults in bathing attire accompanying children to smail pools must pay a two
dollar and fifty cent ($2.50) guest fee or purchase an Annual Swimming Pool
Permit.
VII. COMMERCIAL FILMING FEES (Res. 96-11)
1. Small Productions
a. Filming Permit Application Fee
b. Rental of City parks (see Section VI)
2. Large Productions
a. Filming Permit Application Fee
b. Filming Fees
First day of filming (or fraction)
Each additionai day of filming
c. Permit Revision Fee
d. Rental of City parks (see Section VI)
$ 25.00
$200.00
$200.00
$ 50.00
$ 50.00
Reimbursement of Personnel Costs
The applicant shail reimburse the City of University Park for any personnel costs (i.e.,
police, fire, traffic, etc.), plus overhead, directly related to providing assistance for the
filming activity. The Film Coordinator may require a cash deposit at the time of the
application to ensure full payment of personnel costs.
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RESOLUTION NO. 02-16
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF UNIVERSITY PARK, TEXAS ADOPTING A GOAL AS
SET FORTH IN AND IN ACCORDANCE WITH SENATE
BILL 5 (SECTION 388.005, TEXAS HEALTH AND SAFETY
CODE) REGARDING THE CITY'S CONSUMPTION OF
ELECTRICITY BY CITY FACILITIES; DIRECTING THE
PREPARATION OF AN ELECTRIC ENERGY
CONSERVATION PLAN; PROVIDING FOR REPORTING
TO THE STATE ENERGY CONSERVATION OFFICE AND
DESIGNATING A CONTACT PERSON; AND PROVIDING
AN EFFECTIVE DATE.
WHEREAS, in 2001 the 77th Texas Legislature adopted Senate Bill 5 which, among
other things,, established Chapter 388 of the Texas Health and Safety Code entitled "Texas
Building Energy Performance Standards"; and
WHEREAS, Section 388.005 of Chapter 388 requires that a political subdivision,
including a municipality: (1) implement "energy efficiency measures" that meet the standards
established for a contract for energy conservation under Section 302.004(b), Local Government
Code, in order to reduce electricity consumption by the existing facilities of the political
subdivision; (2) establish a goal to reduce its electric consumption by its facilities five percent
(5%) each year for five years, beginning January 1, 2002; and, (3) annually report to the State
Energy Conservation Office (SECO) regarding its efforts and progress in connection with
reducing its use of electric power; and
WHEREAS, SECO, charged by Section 388.005 to "provide assistance and information
to political subdivisions to help the political subdivisions meet" their goals, has (1) determined
that the goal of reducing electric consumption by five percent (5%) each year for five years is to
be measured against the baseline year of 2001, and (2) interpreted the term "facilities" to include
any facility (including street and stadium lighting) that was "spinning the meter" on September
1,2001; and
WHEREAS, the City Council desires by the adoption of this Resolution to, among other
things, adopt for the City the goal set forth in Senate Bill 5 of reducing the City's electric
consumption by five percent (5%) each year for five years (beginning with calendar year 2002).
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF UNIVERSITY PARK, TEXAS:
Section 1. Incorporation of Premises. The above and foregoing premises are true and
correct and incorporated into and made a part of this Resolution.
Section 2. Reduction of Consumption of Electricity. The City Council does hereby
adopt as a goal for the City the reduction of the City's annual consumption of electricity by the
facilities (as defined herein) of the City by five percent (5%) for each of five successive calendar
years, beginning January 1, 2002 (calendar year 2002).
A. The determination of whether or not the stated goal for each calendar year has
been met shall be made by comparing (i) the consumption of electricity (measured in number of
kilowatt hours) by the facilities of the City for the calendar year in question (beginning with
calendar year 2002) with (ii) the consumption of electricity by such facilities for calendar year
2001. As soon as reasonably practical following the end of each calendar year in question
(beginning with calendar year 2002 and for each of the four (4) successive years), the City
Manager (or the Manager's designee) shall make such comparison and report the results of the
comparison to the City Council and, as may be required, to SECO or its successor and to other
government agencies.
B. For purposes of this Resolution and the comparison described in paragraph A. of
this Section 2, the total consumption (kwh) of electricity by the facilities of the City for 2001 was
3,516,508 kwh.
C. For purposes of the comparison, the term "facilities" includes any facility of the
City (including without limitation street and stadium lighting) that was "spinning the meter" on
September 1, 2001. Any new, modified or expanded City facilities (including, without
limitation, any buildings, street lighting, or any other improvements of the City) constructed,
placed, or otherwise added by the City after September 1, 2001 are not "facilities" subject to this
Resolution and shall not be included for purposes of the comparison described in Section 2.A.
above or for any other purpose.
Section 3. Electricity Conservation Plan. The City Manager is hereby directed to
develop and to present to the City Council for its consideration an electricity conservation plan,
for the City's facilities which plan shall have as its stated goal the goal set forth in Section 2
above.
Section 4. Reporting; Designation of Contact Person. The City Manager, or the City
Manager's designee, is hereby directed to file a true and correct copy of this Resolution with
SECO, and is authorized to make and file such reports in connection herewith as may be required
by law. For purposes hereof and unless changed by the City Manager, the City Manager's
designee and the contact person in connection with Senate Bill 5 shall be the Finance Director of
the City, or his designee.
Section 5. Effective Date. This Resolution shall take effect from and after its date of
adoption, and it is accordingly, so resolved.
PASSED AND APPROVED by the City Council of the City of University Park, Texas
this the iST day of O(2TOBIIR ,2002.
2
RESOLUTION NO. 02-17
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AUTHORIZING THE CITY MANAGER
TO EXECUTE A CONTRACT FOR THE PURCHASE OF A LIFEPAK 12
DEFIBRILLATOR/MONITOR AND RELATED EQUIPMENT; MAKING
FINDINGS EXEMPTING SUCH CONTRACT FROM THE
REQUIREMENTS OF COMPETITIVE BIDDING; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the Fire Department has used LifePak defibrillator/monitor units for over
20 years to equip paramedics in the City; and
WHEREAS, the LifePak unit is used by all cities in the paramedic system controlled by
the University of Texas Health Science Center in Dallas; and
WHEREAS, the City's firefighters are currently trained exclusively in the use of LifePak
units;
WHEREAS, the LifePak 12 units are available from only one source because of patents,
copyrights, secret processes, or natural monopolies, and are necessary to preserve and protect the
public health and safety; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City Council finds and determines that the above
conditions exist and that it is necessary to procure a LifePak 12 unit, without complying with the
competitive bidding requirements of Chapter 252 of the Local Government Code because such
equipment may only be procured from a single source, Medtronic Physio-Control Corporation,
and because it is necessary to preserve and protect the public health and safety of the citizens of
the City.
SECTION 2. That the City Manager be, and he is hereby, authorized and directed to
execute a contract with Medtronic Physio-Control Corporation for the purchase of the equipment
and related appurtenances for the amount of $26,258.45.
50825
SECTION 3. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the 1st
day of October, 2002.
HAROLD PEEK, MAYOR
APPROVED AS TO FORM:
CITY ATTORNEY
(RLD/9-23-02)
ATTEST: ~
NIN~I~I~, ~Sgl~RETARY
50825
f.t/LOVED:
HAROLD PEEK, MAYOR
~'NI~..~ W~N, ~CRETARY
A-PP'R"(~ED AS TO FOR~.' -. ~
ROBERT L. DILLARD III, CITY ATTORNEY
3
RESOLUTION NO. 02-18
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, ADOPTING POLICY GUIDELINES FOR USE OF
CITY INFORMATION MEDIA; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS;
Section 1. That various media are used by the City to share information with the
public, including the City's internet web site, government access channel on cable
television, the ARBOR Newsletter, inserts in water bills, and displays on City property.
That the City Council finds that it is necessary to establish written policies to provide
control, uniformity, and fairness with regard to the use of such media.
Section 2. That to accomplish the basic objective of providing the citizens of the
City with essential information pertaining to municipal services, the policy guidelines
attached hereto as Exhibit "A" are adopted as the official policy of the City of University
Park.
Section 3. That this Resolution, and the policy guidelines set out in Exhibit "A",
shall take effect immediately from and after its passage, and it is, accordingly, SO
RESOLVED.
DULY PASSED BY THE CITY COUNCIL OF THE CITY
UNIVERSITY PARK, TEXAS, on the 5th day of. November 200~. ~
HAROLD P/~K, MAYOR
CITY ATTORNEY
(RLD/10-29-02)
OF
51665
administrative
order City of University Park, Texas
Number: ADM-3
Date: April 2, 2002
Replaces: New
Subject: GUIDELINES FOR INFORMATION INCLUDED IN CITY
PUBLICATIONS AND DISPLAYED ON CITY PROPERTY
Obiectives
The fundamental purpose of the City's Internet website, the government access
channel, City newsletter, utility bill inserts, and informational displays in City
buildings is to provide the residents of University Park with essential information
pertaining to municipal services. Programming and publishing will serve primarily
to identify, explain, and support municipal services; to promote the use of those
services; and to encourage interaction with municipal government and its
respective citizens.
Guidelines
The City's Internet website, government access channel, City newsletter, utility
bill inserts, and informational displays in city buildings operate under the authority
of the University Park City Manager as the chief administrative officer and in
accordance with the University Park City Charter and Ordinances.
· City informational devices are dedicated for the use of the municipal
departments and entities supported by the City of University Park in
presenting municipal information.
· Municipal information may include but is not limited to municipal programs,
agendas, and calendars of events, etc.
· Messages and inserts from City departments shall have first priority.
· Requests from groups other than City Staff to use City Media must be
approved by the City Council.
Prohibitions
City policy shall be to provide direct non-editorial information to citizens
concerning the operations and deliberations of their municipal government. The
City maintains full editorial rights to information included in City publications. The
informational resources of the City are not intended as ~ political forum, nor as a
mechanism for building support for a particular policy, program, issue, party or
individual.
City informational resources shall not be used for the following:
· Any commercial or political advertising message.
· ,Any purpose which constitutes libel, slander, invasion of privacy, violation of
trademark, or copyright, or which might violate any local, state, or federal law
including FCC regulations.
._~._.~~t related to City functions or operations.
A~TIVI~ ORDER ADM-3
· ~;pr~y Bob Livingston, City Manager
Revised November 5, 2002
Request to Include Information in City Media
I would like to include a message:
In the ARBOR
On the City's Internet website
On the government access channel__
As an individual utility bill insert__
As a display in a City facility
(NOTE: Content must be provided by the
individual or organization, and approved
by City Staff)
(NOTE: Inserts must be printed by the
individual or organization, and
approved by City staff.)
(NOTE: Display items must be printed by
the individual or organization, and
approved by City staff.)
Only organizations or events that are sponsored by a City department will be
allowed to insert materials or messages in City media. Questions or concerns
regarding sponsorship should be directed to the executive office and
determinations will be made by the City Council.
Please attach.your intended message to this form and return to the executive
offices located at city Hall (3800 University Blvd.) to be approved or disapproved
by the City Manager.
Requests to include information in the City Newsletter must be received at least
'15 working days prior to the billing cycle for printing.
Requests to include information as an individual flyer~in the utility bills must be
received at least 15 working days prior to the date for insertion. Remember, if
the request is fulfilled, the requesting party is responsible for printing and
delivering the necessary quantity of inserts for the utility billing cycle. If the
request is approved the inserts must be delivered, finished, to the City Hall Utility
Billing Office at least 3 working days prior to the utility bill mailing date.
Requests to include information on the City's Internet website must be received
at least 10 working days prior to the requested display date.
ORDER ADM-3
App'~oi;Lb~ Bob Livingston, City Manager
Revised November 5, 2002
Procedure
Those persons and organizations submitting requests to place content on the
City's Internet website, use the government access channel, insert a flyer in the
utility bills, display information at city facilities, or include an article in the ARBOR,
must complete and return a form provided by the City Manager's Office. The
completed request form must be returned to City Hall within sufficient time to
allow review of the material, and to format and print the newsletter. Materials
formatted and printed by the requesting organization must be returned in time for
review, approval, and insertion in the utility bills. Requests to include information
on the City's Internet website, government access channel or to place
informational flyers or brochures in City facilities must be submitted no less than
10 working days before the requesting party would like the information to be
posted. The City maintains the right to refuse any request according to the
guidelines listed above.
~RDER ADM-3
App'toved'13y Bob Livingston, City Manager
Revised November 5, 2002
Requests to include information on the City's Internet website, government
access channel or to display information in City facilities must be received at
least 10 working days prior to the requested display date.
Guidelines for inclusion of information in City media can be found in
administrative order ADM-3 adopted by resolution 01-14. The editorial staff
reserves the right to edit or reject material submitted to accommodate space.
If you have questions regarding billing dates, due dates, or the ARB©R, contact:
Kathleen Mashburn (214) 987-5316 or Alison Zelms (214) 987-5302.
~App'm~e~l,15y Bob Livingst~Rn~-~anager
Revised November 5, 2002
RESOLUTION NO. 02-19
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, SUPPORTING NECESSARY
LEGISLATION AND DALLAS AREA RAPID TRANSIT (DART) POLICY
CHANGES TO ALLOW EXPANSION AND EXTENSION OF DART
SERVICES TO LOCAL GOVERNMENT JURISDICTIONS THROUGH
LOCAL OPTION CITIZEN ELECTIONS PLEDGING PAYMENTS TO
THE DART SYSTEM IN AN AMOUNT EQUIVALENT TO A ONE-CENT
SALES TAX
WHEREAS, mobility throughout the North Texas area is a key element of a continued
positive quality of life and economic viability; and,
WHEREAS, the City of University Park finds that to maintain mobility, enhance the
quality of life for citizens, promote economic development, and address issues associated with
reducing roadway congestion and achieving federal air quality mandates quality transit services
must be available; and
WHEREAS, such transit and mobility services provided by DART can contribute to
achieving the above-cited elements; and,
WHEREAS, current state law and DART policy prevents extension and expansion of
DART services to other areas unless that area has the capability to implement a one-cent sales
tax within the existing state cap on sales tax of S¼ cent; and,
WHEREAS, the benefits of extension of DART services to areas in the future enhance
the entire North Texas area,
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF UNIVERSITY PARK, TEXAS ON THIS THE 19TH DAY OF NOVF_.I~BER
2002, THAT:
SECTION 1. The State Legislature and DART provide necessary legislation and
policy changes to allow a city to become a member of DART with a pledge of the equivalent of
one-cent sales tax of city-secured funding that is from non-state and/or non-federal funds. Such
'member' cities as to any future withdrawal by the city and continued funding to DART on debt-
related issues.
50825
SECTION 2. Legislation should provide a means, by a single ballot proposition,
for a city having adopted an economic development sales tax to join a metropolitan
transportation authority by public election and dedicating the required sales tax to the authority
upon satisfying its previous tax obligations or dedicating alternative funding equal to the required
sales tax, thus allowing a transition to full membership.
SECTION 3. Upon adoption by a super majority of the current thirteen 'member'
DART cities such a proposal should become a priority for legislative action.
SECTION 4. Copies of this resolution shall be forwarded to the Dallas Regional
Mobility Coalition, the DART Board and appropriate officials at the state level.
DULY PASSED by the City Council of the City of University Park, Texas, on the
19TH day of NOVEMBER 2002.
CITY ATTORNEY
APPROVED:
HAROLD PEEK, MAYOR
ATTEST:/
~N~SO~SECRETARY
50825
RESOLUTION NO. 03-01
A RESOLUTION AUTHORIZING THE IMPLEMENTATION OF AN
ELECTRONIC SEALED BIDDING PROCEDURE; DESIGNATING A
SELECTED PROVIDER OF E-PROCUREMENT SERVICES; AUTHORIZING
THE EXECUTION OF AN AGREEMENT WITH THE INNOVATION GROUP
NATIONAL PURCHASING ALLIANCE; AND PROVIDING AN EFFECTIVE
DATE
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. The City Council hereby approves the operating procedures of the
Purchasing Division and security measures of the selected provider for the receipt
electronic sealed bids and proposals;
SECTION 2. The City Manager or his representative is hereby authorized to
approve RFP Depot as the selected provider of an e-procurement system that includes
receipt of electronic sealed bids and proposals;
SECTION 3. The City Council has been presented a proposed Interlocal
Agreement pursuant to Chapter 791 of the Texas Government Code by and between the
City of University Park, Texas, and any participating governmental entity in the
Innovation Group National Purchasing Alliance (Alliance), establishing a cooperative
purchasing program for goods and services, a copy of which is attached hereto as Exhibit
"A" and incorporated herein by reference (hereinafter called "Agreement");
The Purchasing Agent of the City of University Park is hereby designated as the
official representative to act for the City in all matters relating to the Alliance Agreement
including the designation of specific contracts in which the City desires to participate.
SECTION 4. The City Manager or his representative is hereby authorized to
execute the Agreement and all other documents in connection therewith on behalf of the
City, substantially according to the terms and conditions set forth in the Agreement as
more particularly described in the documents on file with the Purchasing Agent.
SECTION 5. The Purchasing Agent, as directed by the City Manager, shall have
the authority to purchase or contract for all goods and services needed by any department
of the City or by any using agency, which derives its support wholly or in part form the
city.
SECTION 6. That this Resolution shall take effect immediately from and after
its adoption.
7~I:I
DULY PASSED by the City Council of the City of University Park, Texas, on the
__ day of 3g.I~IJAR¥, 2003.
AP/~/ROVED:/~
IHAROLD PEEK, MAYOR
CITY ATTORNEY
Exhibit "A"
COOPERATIVE PURCHASING INTERLOCAL AGREEMENT
INNOVATION GROUP NATIONAL PURCHASING ALLIANCE
This agreement made and entered into this 7TH day of JANUARY
2003, by and between the participating governmental entity in the INNOVATIOI~
GROUP NATIONAL PURCHASING ALLIANCE (hereinafter called "ALLIANCE")
and the CITY OF UNIVERSITY PARK, TEXAS (hereinafter called "UNIVERSITY
PARK") each acting by and through its duly authorized officials:
WHEREAS, ALLIANCE is composed of government entities engaged in
the purchase of goods and services, which is a recognized governmental
function; and
WHEREAS, ALLIANCE participants and UNIVERSITY PARK wish to
enter into an Interlocal Agreement pursuant to Chapter 791 of the Texas
Government Code (hereinafter "lnterlocal Cooperation Act") to set forth the terms
and conditions upon which ALLIANCE participants and UNIVERSITY PARK may
purchase various goods and services commonly utilized by each entity; and
WHEREAS, participation in a Cooperative Purchasing Program will be
beneficial to the taxpayers of ALLIANCE participants and UNIVERSITY PARK
through the anticipated savings to be realized and is of mutual concern to the
contracting parties; and
WHEREAS, ALLIANCE participants and UNIVERSITY PARK have
current funds available to satisfy any fees owed pursuant to this Agreement.
NOW, THEREFORE, in consideration of the foregoing and the mutual
promises, covenants and obligations as set forth herein; ALLIANCE participants
and UNIVERSITY PARK agree as follows:
ALLIANCE participants and UNIVERSITY PARK will cooperate to provide
a program for the purchase of various goods and services commonly
utilized by all participants, where available and applicable, ("Cooperative
Purchasing Program") and under such program may purchase goods and
services from vendors under present and future contracts.
ALLIANCE participants and UNIVERSITY PARK will enter into individual
contracts with vendors under the Cooperative Purchasing Program
provided for under this Agreement. ALLIANCE participants and
UNIVERSITY PARK shall each be individually responsible for payments
directly to the vendor and for the vendor's compliance with all conditions
of delivery and quality of purchased items under such individual contracts.
ALLIANCE participants and UNIVERSITY PARK shall each make their
respective payments from current revenues available to the paying party.
Alliance AGR
Notwithstanding anything herein to the contrary, participation in this
Agreement may be terminated by any party upon thirty (30) days written
notice to the other entities at the address set forth below the signatures
hereto.
The undersigned officer and/or agents of the parties hereto are duly
authorized officials and possess the requisite authority to execute this
Agreement on behalf of the parties hereto.
This Agreement may be executed separately, each of which shall be
deemed an original and all of which together shall constitute one and
the same instrument.
Notwithstanding anything herein to the contrary, nothing in this Agreement
is intended to create a joint enterprise between or among University Park,
the ALLIANCE or any participant in the ALLIANCE. The purpose of this
Agreement is to gain the advantage of economies of scale and the
reduction of advertising, administrative, and overhead expenses relating
to the purchasing of goods and services by allowing any participant in the
ALLIANCE to enter into individual contracts with participating vendors.
The only parties to those contracts will be the respective individual
ALLIANCE participant and the vendor. No other ALLIANCE participant
has any right of control over that contract. No party to this Agreement and
no participant in the ALLIANCE have the authority to enter into contracts
or to assume any obligation for any other participant, nor to make
warranties or representations on behalf of any other participant.
EXECUTED hereto on the day and year first above written.
CITY OF UNIVERSITY PARK, TEXAS
3800 UNIVERSITY BLVD.
UNIVERSITY PARK, TX 75205
Alliance AGR 2
RESOLUTION NO. 03-02
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS, WAIVING ITS RIGHT
TO APPLY FOR THE JUVENILE ACCOUNTABILITY INCENTIVE BLOCK GRANT
AND REQUEST THAT DALLAS COUNTY BE AWARDED THE GRANT.
WHEREAS, funding from the Juvenile Accountability Incentive Block Grant (JAIBG) is
made available annually to State and local governments to develop programs
that promote greater accountability in the juvenile justice system; and
WHEREAS, the Office of the Governor, Criminal Justice Division (CJD) administers the
JAIBG for the State of Texas and has notified the City of University Park, Texas
of an award of $6191.00 from the FY 2003 JAIBG allocation, which is the fifth
year of funding; and
WHEREAS, the award of JAIBG funds requires a ten percent local cash match, which
will total $688.00 for the City of University Park, Texas; and
WHEREAS, a qualifying unit of local government may waive its right to its award and
request those funds be awarded to and expended for it's benefit by a larger or
contiguous unit of local government; and
WHEREAS, jurisdictions within Dallas County have in the first four years of JAIBG
funding collaborated in using JAIBG funds to develop and implement an
integrated data processing system linking law enforcement, prosecutors,
probation officials, schools and social service providers; and
WHEREAS, the Dallas County Juvenile Information System (JIS) is currently in
operation and is proving to be an effective information-sharing system; and
WHEREAS, funding from the fifth year of the JAIBG will be used to continue
development of the JIS; and
WHEREAS, Dallas County shall continue to serve as lead agency for the project and will
submit a consolidated application for JAIBG funding to CJD; and
WHEREAS, the City of University Park, Texas desires to waive its right to apply for and
requests that its award be awarded to Dallas County to be expended for its
benefit by participating in the cOllaborative effort and the City of University Park,
Texas authorizes Dallas County to submit a consolidated application for JAIBG
funding to CJD for the purposes of developing and implementing an integrated
data processing system; and
WHEREAS, the City of University Park, Texas agrees to provide the required ten
percent cash match, totaling $688.00, to Dallas County for the collaborative
effort; and
WHEREAS, the City of University Park, Texas agrees to participate in the Juvenile
Crime Enforcement Coalition created by Dallas County by appointing one or
more representatives to serve on that coalition.
IT IS THEREFORE RESOLVED that the City of University Park, Texas hereby waives
its right to apply for funding under the Juvenile Accountability Incentive Block Grant and
requests that its award be awarded to Dallas County, who will submit a consolidated
application to the State of Texas, Office of the Governor, Criminal Justice Division, for
funding under the Juvenile Accountability Incentive Block Grant program for the
purposes of developing and operating an integrated data processing system for juvenile
offender cases in Dallas county and the City of University Park, Texas agrees to provide
the required ten percent cash match of $688.00 to Dallas County for the project. The
City of University Park, Texas further agrees to participate in the Juvenile Crime
Enforcement Coalition created by Dallas County by appointing Police Chief Gary Adams
or his/her designee to serve on that coalition.
DULY PASSED by the City Council of the City of University Park, Texas,
on the 7th day of January, 2003.
:' A~~ROVED:
MAYOR
APPROVED AS TO FORM:
CITY ATTORNEY
ATTEST:
Juvenile Accountabilit7 Block Grant
JAIBG
Application Waiver of Funds
Eligible applicants for block grant funds may waive their right to apply for a direct grant of funds.
This can be done by waiving the funds or designating the funds. Please indicate below which
option the city or county wishes to choose to have the Authorized Official (the Mayor, City
Manager or Counb/Judge) sign in the appropriate location, l.f there are any questions or if
assistance is needed, please call Sanzanna Lolls at 512-475-4832.
Please read the followinFI carefully...Fill out the top or bottom waiver to waive
funds to CJD or to a iurisdlctfon.
Waive to CJD
(Name of city, county or Native American tribal government)
Waives application for $
Criminal Justice Division.)
.(amount waived) under the JAIBG. (Send form to the Governor's
It is understood that the Governor's Office Cdminal Justice Division may use the funds earmarked for the
above jurisdiction to provide eligible secvices to combinations of local governments that are not eligible to
receive the~' own separate grant.
Signature of Authorized Official
Date
OR
Waive to Jurisdiction
(Atlach list if needed)
(Name of ~ ty, c~unty or Native ~erlcan tribal government)
to apply for separate grant, but would like to designate 1')~ 1 ] a ~ C.~u nt_v as
the recJpient of the allocated amount. (Name of jurisdiction to receive waived funds)
The governing board of City of University RmN~ the fight to apply and names
County(Name of jurisdiction waiving funds)
Dalals
as the designee for the waived funds, agrees to pa~cipate
(Name of Jurisdiction to receive waived funds)
representatives t~.on the designee's JCEC.
in the Juvenile Cdme Enforcement Coalition (JCED) created by the designee and names the
Date
RESOLUTION NO. 03-03
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, DESIGNATING ATHENS STREET, FROM THE POINT OF ITS
INTERSECTION WITH DANIEL NORTH TO THE POINT OF ITS INTERSECTION
WITH MILTON, AS A TWO-WAY STREET; PROVIDING FOR THE PLACEMENT
AND MAINTENANCE OF SIGNS; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, Article 10.900 of the University Park Code of Ordinances authorizes the
City Council to designate any street or alley for movement of vehicular traffic in only one
direction; and
WHEREAS, the City Council has heretofore designated Athens Street between Daniel
and Milton as a one-way street; and
WHEREAS, the City Council finds and determines that it is in the best interests of the
public health, safety and welfare to designate such street as a two-way street;
NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
Section 1. That Athens Street, from the point of its intersection with Daniel north to the
point of its intersection with Milton, be, and the same is hereby, designated as a two-way street.
Section 2. The director of public works is directed to supervise the placement and
maintenance of signs giving notice thereof and the removal of one-way signs at such location.
This designation shall not be effective until such signs are in place.
Section 3. This resolution shall take effect immediately from and after its passage, and it
is accordingly, SO RESOLVED.
DULY PASSED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, on the 771t day of ,l/klqtl/tR¥ , 2003.
ApPR~ffVED: ~.
HAR~O ~D PE°~EK,~AY OR
CITY ATTORNEY
-~T~ST: // '
i~II4~~-~O~SE CRE TARY
52891
RESOLUTION NO. 03-04
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, DESIGNATING GRASSMERE, FROM THE POINT OF ITS
INTERSECTION WITH DOUGLAS EAST TO THE POINT OF ITS INTERSECTION
WITH WESTCHESTER, AS A ONE-WAY STREET; PROVIDING FOR THE
PLACEMENT AND MAINTENANCE OF SIGNS; AND PROVIDING AN EFFECTIVE
DATE.
WHEREAS, Article 10.900 of the University Park Code of Ordinances authorizes the
City Council to designate any street or alley for movement of vehicular traffic in only one
direction; and
WHEREAS, the City Council finds and determines that it is in the best interests of the
public health, safety and welfare to designate the 4200 block of Grassmere as a one-way street
(Eastbound);
NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
Section 1. That Grassmere, from the point of its intersection with Douglas east to the
point of its intersection with Westchester, be, and the same is hereby, designated as a one-way
street eastbound.
Section 2. The director of public works is directed to supervise the placement and
maintenance of signs giving notice thereof by the placement of one-way signs at such location.
This designation shall not be effective until such signs are in place.
Section 3. This resolution shall take effect immediately from and after its passage, and it
is accordingly, SO RESOLVED.
DULY PASSED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, on the 4Ttt day of February, 2003.
APP~~/~ED:
HAROLD PEEK, MAYOR
~~PROVED S ,F, :
CITY ATTORNEY
44I VlgmC -a-Z4 ECRETARV
/
53666
RESOLUTION NO. 03-05
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS,
ENDORSING CERTAIN LEGISLATIVE CHANGES TO S.B.7
SUPPORTED BY CITIES AGGREGATION POWER PROJECT, INC.
WHEREAS, the City of University Park, Texas (City) has historically been active in the
process of regulation of electric utilities; and
WHEREAS,
the City is a member of Cities Aggregation Power Project, Inc. (CAPP)
and, as such, made a decision to switch its municipal electric accounts
from its incumbent provider to a retail electric provider prior to January 1,
2002; and
WHEREAS, the City's experience with electric deregulation during 2002 has been
frustrating because of:
(1) increased complexity and inefficiencies regarding service quality;
(2) numerous account switchover and billing problems;
(3) loss of budget and financial accountability regarding electric cost;
(4) additional resources needed to manage and reconcile invoices for
electricity;
(5) current statutory restrictions make aggregation on behalf of citizens
impractical;
(6) the small number of bidders and narrowness of distinction between
bids.
WHEREAS, the City endorses efforts to modify the electric deregulation legislation to
improve competition and reduce costs to the City and its residents.
THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, THAT:
ge
Legislative reforms regarding market power, citizen aggregation and price to beat fuel
factors endorsed by CAPP be supported by the City.
II.
A copy of the resolution shall be sent to the elected lawmakers representing the City's
interests in the Texas House and Senate and to the Chairman and legal counsel of CAPP.
PRESENTED AND PASSED on this 4th day of February, 2003, by a vote of __
ayes and 0
Texas.
5
nays at a regular meeting of the City Co/~ncil of the Ci~of University Park,
/
U %
ATTEST:
RESOLUTION NO. 0 3-0 6
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, AMENDING THE INVESTMENT POLICY
OF THE CITY OF UNIVERSITY PARK HERETOFORE ADOPTED BY
RESOLUTION NO. 02-13; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Public Funds Investment Act, as amended, requires the City to adopt an
investment policy by rule, order, ordinance or resolution, and to review such policy not less than
annually; and
WHEREAS, the Public Funds Investment Act, as amended, requires the Treasurer, the
Chief Financial Officer, and the Investment Officers of the City to attend investment training;
and
WHEREAS, the City of University Park approves of the investment training courses
sponsored by the Texas Municipal League and other independent sources; and
WHEREAS, the Treasurer, the Chief Financial Officer, and the Investment Officers of
the City have attended investment training courses as required by the Public Funds Investment
Act; and
WHEREAS, the attached investment policy and incorporated revisions comply with the
Public Funds Investment Act, as amended, and authorize the investment of City funds in safe and
prudent investments; Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City of University Park has' complied with the
requirements of the Public Funds Investment Act, and the Investment Policy, as amended,
attached hereto as Exhibit "A" i'~-hereby adopted as the Investment Policy of the City of
University Park, effective March 4, 2003.
SECTION 2. That the following individuals are hereby designated as Investment
Officers for the City of University Park: Kent Austin, Director of Finance; Bob Livingston, City
Manager; and, Thomas Tvardzik, Controller.
SECTION 3.
and it is accordingly so resolved.
DULY PASSED AND APPROVED by the
University Park, Texas, on the 4th day of March 2003.
CITY ATTORNEY
This resolution shall take effect from and after its passage,
City Council of the City of
;VED: ~
LD PEI~K, M}kYOR
ATTEST:
ETARY
Ci,ty of University Park, Texas - Investment Policy,
CONTENTS
Preface ............................................................................................................................. iv
1. PURPOSE
e
2.
3.
4.
Authorization ........................................................................................................ 1
Goal ....................................................................................................................... 1
Scope ..................................................................................................................... 1
Review and Amendment ....................................................................................... 1
INVESTMENT OBJECTIVES
2.
3.
4.
Preservation and Safety of Principal ..................................................................... 2
Maintenance of Adequate Liquidity ...................................................................... 2
Return on Investments .......................................................................................... 2
Prudence and Ethical Standards ............................................................................ 3
INVESTMENT STRATEGY STATEMENT
2.
3.
4.
Operating Funds .................................................................................................... 4
Bond Debt Service Funds ...................................................... : .............................. 4
Bond Reserve Funds ............................................................................................. 4
Capital Projects Funds .......................................................................................... 5
SPECIFIC INVESTMENT POLICIES
Eligible Investments .............................................................................................. 6
1. Obligations of the United States .................................................................. 6
2. Obligations of the State of Texas ................................................................. 6
3. Agencies of the United States and State of Texas ....................................... 6
4. Obligations'of other States, Counties, Cities ............................................... 6
5. Direct Repurchase Agreements .................................................................... 6
6. Certificates of Deposit ................................................................................. 6
7. Share Certificates of state and federal Credit Unions .................................. 7
8. Money Market Mutual Funds ...................................................................... 7
9. Local Government Investment Pools ........................................................... 7
Ensuring Safety of Principal .................................................... ............................... 8
1. Protection of Principal ...................................................... i .......................... 8
1. Approved Broker/Dealers/Financial Institutions/Depositories ..............8
2. Master Repurchase Agreement .............................................................. 9
3. Collateralization ..................................................................................... 9
Ci,ty of Universi ,ty Park~ Texas - Investment Policy
1. Allowable Collateral ..................................................................... 10
1. Certificates of Deposit .......................................................... 10
2. Repurchase Agreements ........................................................ 10
2. Collateral Levels ........................................................................... 10
1. Certificates of Deposit .......................................................... 10
2. Repurchase Agreements ........................................................ 11
3. Monitoring Collateral Adequacy .................................................. 11
1. Certificates of Deposit .......................................................... 11
2. Repurchase Agreements ........................................................ 11
4. Margin Calls ................................................................................. 11
1. Certificates of Deposit .......................................................... 11
2. Repurchase Agreements ........................................................ 11
5. Collateral Substitution ................................................................. 12
6. Collateral Reductions ................................................................. 12
o
4. Portfolio Diversification ...................................................................... 12
1. BondProceeds .............................................................................. 13
5. Limiting Maturity ................................................................................. 13
1. Operating Funds ........................................................................... 13
2. Bond Proceeds, Bond Reserves, Debt Service Funds .................. 13
2. Safekeeping ................................................................................................. 14
1. Safekeeping Agreement ....................................................................... 14
2. Safekeeping of Certificate of Deposit Collateral..;..:. .......................... 14
3. Safekeeping of Repurchase Agreement Collateral .............................. 14
Ensuring Liquidity .............................................................................................. 14
Achieving Investment Return Objectives ........................................................... 15
1. Securities Swaps .......................................................................................... 15
2. Competitive Bidding ................................................................................... 15
3. Methods of Monitoring Market Price .......................................................... 15
4. Benchmark Rate of Return .......................................................................... 16
Responsibility and Controls ................................................................................ 16
1. Authority to Invest ....................................................................................... 16
2. Bonding requirements/Standard of care ...................................................... 16
3. Establishment of Internal Controls .............................................................. 17
4. Standard of Ethics ....................................................................................... 17
5. Training and Education ............................................................................... 17
6. Investment Committee ................................................................................. 18
Reporting ............................................................................................................. 18
Compliance Audit ............................................................................................... 19
Certification ........................................................................................................ 19
ADOPTING CLAUSE ................................................................................................. 20
City, of University Park~ Texas - Investment Policy
APPENDICES
INVESTMENT LEGISLATION .................................................................... 21
MASTER REPURCHASE AGREEMENT .................................................. 48
BROKER/DEALER CERTIFICATION ....................................................... $6
ATTACHMENTS
BROKER/DEALER QUESTIONNAIRE ...................................................... 58
Ci,ty of Universi ,ty Park~ Texas - Investment Policy
PREFACE
The purpose of this document is to establish specific investment policy and strategy
guidelines for the City of University Park, Texas ("City") in order to achieve the goals of
safety, liquidity and yield for all investment activity. The City shall review its investment
strategies and policy not less than annually. This policy serves to satisfy the statutory
requirement, specifically the Public Funds Investment Act, Chapter 2256 of the Texas
Government Code (the "Act"), to define, adopt and review a formal investment strategy
and policy.
It is the policy of the City that all available funds shall be invested in conformance with
these legal and administrative guidelines.
Effective cash management is recognized as essential to good fiscal management. An
aggressive cash management and investment policy will be pursued to take advantage of
investment interest as viable and material revenue to all operating and capital funds. The
City's portfolio shall be designed and managed in a manner responsive to the public trust
and consistent with state and federal law.
Investments shall be made with the primary considerations of:
· Preservation of capital and protection of principal
· Maintenance of sufficient liquidity to meet operating needs
· Security of City funds and investments
· Diversification of investments to avoid unreasonable or foreseeable
risks
· Maximization of return on the portfolio
SECTION 1
PURPOSE
Ci.ty of UniversiW. Park~ Texas - Investment Policy
1. Purpose
1. Authorization
This Policy is to be authorized by the City Council in accordance with
Section 5 of the Public Funds Investment Act (Chapter 2256, Texas
Government Code), which requires the adoption of a formal written
Investment Policy.
2. Goal
The primary goal of the City of University Park's Investment Policy shall
be to ensure the safety of all funds entrusted to the City; to maintain the
availability of those funds for the payment of all necessary obligations of
the City; and to provide for the investment of all funds, not immediately
required, in interest-bearing securities or pooled investment products. The
safety of the principal invested shall always be the primary concern.
3. Scope
This Investment Policy of the City of University Park shall include all
investment activities of any fund of the City, except for the Firemen's
Relief and Retirement Fund, which is covered by a separate policy. In
addition to this Policy, bond funds, including debt service and reserve
funds, shall be managed by their governing resolution and federal law,
including the Tax Reform Act of 1986 and subsequent legislation. City
funds will be pooled for investment purposes.
4. Review and Amendment
This Policy may be amended from time to time as the City Council may so
desire, or as State Law may require. This Policy, which includes strategies
for each fund or pooled fund group, shall be adopted by resolution, rule, or
ordinance by the City Council and shall be reviewed aunt/ally by the City
Council. The fact that the Investment Policy has been reviewed and that
any amendments have been made must be recorded by resolution, rule or
ordinance.
SECTION 2
INVESTMENT OBJECTIVES
City of University Park, Texas - Investment Policy
2. INVESTMENT OBJECTIVES
The City shall manage and invest its cash with four objectives, listed in order of
priority: Preservation and Safety of Principal; Liquidity; Yield; and Prudence. All
investments shall be designed and managed in a manner responsive to the public trust
and consistent with State and Local Law.
The City shall maintain a comprehensive cash management program that includes the
prudent investment of available cash. Cash management is defined as the process of
managing monies in order to increase cash availability and interest earnings on short-
term investment of idle cash.
1. Preservation and Safety of Principal
The primary objective of City investment activity is the preservation of
principal in the overall portfolio. Each investment transaction shall be
conducted in a manner designed to avoid principal losses, whether they are
from securities defaults or erosion of market value. The manner in which
the City ensures safety of principal is presented in Section 4.2, "Ensuring
Safety of Principal."
2. Maintenance of Adequate Liquidity
The City investment portfolio shall be structured such that the City is able
to meet all obligations in a timely manner. Maintenance of adequate
liquidity is described in Section 4.3, "Ensuring Liquidity."
3. Return on Investments
Consistent with State law, the City shall seek to optimize return on
investments within the constraints of safety and liquidity. Investments
(excluding assets managed under separate investment programs, such as in
arbitrage restrictive programs) shall be made in permitted obligations at
yields equal to dr greater than the bond equivalent yield on United States
Treasury obligations of comparable maturity. Other appropriate
performance measures will be established by the Investment Committee.
Specific policies regarding investment rate of return are presented in
Section 4.4, "Achieving Investment Return Objectives."
For bond issues to which Federal yield or arbitrage restrictions apply, the
primary objectives shall be to obtain satisfactory market yields and to
minimize the costs associated with investment of such funds.
2
Ci.ty of Universi ,ty Park, Texas - Investment Policy
4. Prudence and Ethical Standards
The standard of prudence used by the City shall be the "prudent person
rule" and shall be applied in the context of managing the overall portfolio
within the applicable legal constraints. The prudent person rule is restated
below:
"Investments shall be made with judgment and care, under
circumstmaces then prevailing, which persons of prudence,
discretion and intelligence would 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."
In determining whether the Investment Officer(s) or Investment Advisor
under contract has exercised prudence with respect to an investment
decision, the determination shall be made taking into consideration the
investment of all funds over which the Officer/Advisor had responsibility
rather than a consideration as to the prudence of a single investment, and
whether the investment decision was consistent with the written
Investment Policy of the City.
The Investment Officers, acting in accordance with written procedures and
exercising due diligence, shall not be held personally responsible for a
specific security's credit risk or market price changes, provided that these
deviations are reported immediately.
Specific policies describing the City's prudence and ethical standards are
found in Section 4.5, "Responsibility and Controls."
SECTION 3
INVESTMENT STRATEGY STATEMENT
Ci,ty of Universi ,ty Park~ Texas - Investment Policy
3. INVESTMENT STRATEGY STATEMENT
The City maintains portfolios that utilize four specific investment strategy
considerations designed to address the unique characteristics of the fund groups
represented in the portfolios.
1. The Operating Funds
The investment strategy for operating funds has as its primary objective
the assurance 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 quality, short- to medium-term
securities. The dollar weighted average maturity shall be calculated in
accordance with GASB requirements. The weighted average maturity of
operating funds shall not exceed 548 days. Securities may not be
purchased that have a final stated maturity date that exceeds five (5) years.
2. The Bond Debt Service Funds
The investment strategy for bond debt service fund(s) has as its primary
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 that exceeds the next unfunded bond
debt service payment date.
3. Bond Reserve Funds
The investment strategy for bond reserve fund(s) has as its 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. The stated final maturity dates of securities
held shall not exceed five (5) years.
City of University Park~ Texas - Investment Policy
4. Capital Projects Funds
The investment strategy for capital projects funds portfolios has as its
primary objective the assurance that anticipated cash flows are matched
with adequate investment liquidity. These portfolios should include at
least 10% 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.
To maximize the effective investment of assets, all funds needed for general
obligations may be pooled into one account for investment purposes. The income
derived from this account will be distributed to the various funds based on their
average balances on a periodic basis. Proceeds of bond issues shall not be pooled
with other assets of the City, but shall be maintained in the fund issuing the bonds
with interest earnings on these invested proceeds recorded directly to that fund.
Ci~, of UniversiW, Park, Texas - Investment Policy
4. SPECIFIC INVESTMENT POLICIES
1. Eligible Investments
Investments described below are those authorized by the Public Funds
Investment Act (Chapter 2256, Texas Government Code), as amended,
which is included and made a part of this Policy as Appendix A. The
following list may not contain all of those securities that are authorized by
state statutes, but only those that the City Council wishes to include in
their portfolios. The purchase of specific issues may at times be further
restricted or prohibited because of current market conditions. City funds
governed by this Policy may be invested in:
1. obligations of the United States or its agencies and instrumentalities;
2. direct obligations of the State of Texas or its agencies;
o
other obligations, the principal and interest on which are
unconditionally guaranteed or insured by the State of Texas or the
United States or its agencies and instrumentalities.
obligations of states, agencies, counties, cities and other political
subdivisions of any state having been rated as to investment quality by
a nationally recognized investment rating firm and having received a
rating of not less than A or its equivalent.
o
fully collateralized direct repurchase agreements having a defined
termination date, secured by obligations described by subdivision 1 of
this subsection, pledged to the City, held in the City's name and
deposited at the time the investment is made with the City with a third
party selected and approved by the City, and placed through a primary
government securities dealer, as defined by the Federal Reserve, or a
financial institution doing business in Texas, and having a market
value (including accrued interest) of no less than the principal amount
of the funds disbursed;
6. certificates of deposit issued by state and national banks domiciled in
Texas that are:
1. guaranteed or insured by the Federal Deposit Insurance
Corporation, or its successor; or,
2. secured by obligations that are described by 1 - 4 above, which are
intended to include all direct federal agency or instrumentality
issues that have a market value of not less than the principal
6
Ci,ty of University Park~ Texas - Investment Policy
amount of the certificates or in any other manner and amount
provided by law for deposits of the City.
7. sham certificates issued by state and federal credit unions domiciled in
Texas that are:
guaranteed or insured by the National Credit Union Share
Insurance Fund, or its successor; or,
secured by obligations that are described by 1 - 4 above, which are
intended to include all direct federal agency or instrumentality
issues that have a market value of not less than the principal
amount of the certificates or in any other manner and amount
provided by law for deposits of the City.
SEC-regulated, no-load money market mutual funds with a dollar-
weighted average stated portfolio maturity of 90 days or less and
whose investment objectives include seeking to maintain a stable net
asset value of $1 per share. No more than 15% of the City's average
fund balance may be invested in money market mutual funds, and the
City may not invest funds under its control in an amount that exceeds
10% of the total assets of any individual money market mutual fund.
Local government investment pools organized in accordance with the
Interlocal Cooperation Act (Chapter 791, Texas Government Act) as
amended, whose assets consist exclusively of the obligations that are
allowed as a direct investment for funds subject to the Public Funds
Investment Act (Chapter 2256, Texas Government Code). A public
funds investment pool must be continuously rated no lower than AAA,
AAA-m or at an equivalent rating by at least one nationally recognized
rating service.
Eligible investment pools must be authorized by the City Council, by
rule, order, o. rdinance, or resolution, as appropriate. The City Council
has approvei:l the Texas Local Government Investment Pool
("TexPool"), administered by the Texas State Comptroller, and the
Texas Short Term Asset Reserve ("TexSTAR"), administered by
JPMorgan Chase and First Southwest Asset Management.
Investments in collateralized mortgage obligations are strictly
prohibited. These securities are also disallowed for collateral
positions.
The City will not be required to liquidate investments that were authorized
investments at the time of purchase.
Ci,ty of University Park~ Texas - Investment Policy
2. Ensuring Safety of Principal
Ensuring safety is accomplished through protection of principal and
safekeeping.
1. Protection of Principal
The City shall seek to control the risk of loss due to the failure of a
security issuer or guarantor. Such risk shall be controlled by:
1. investing only in the safest types of securities as defined in the
Policy,
2. qualifying the broker/dealer and financial institution with
whom the City will transact,
3. collateralization as required by law,
4. portfolio diversification, and
5. limiting maturity.
Settlement of all investment transactions, except those transactions
involving investments in mutual funds or local government investment
pools, must be made on a delivery versus payment basis. The purchase of
individual securities shall be executed "delivery versus payment" (DVP)
through the Federal Reserve System delivered to an authorized
safekeeping agent or "Trustee." By so doing, City funds are not released
until the City has received, through the Federal Reserve wire, the securities
purchased. The security shall be held in the name of the City by the
Trustee. The Trustee's records shall assure the notation of the City
ownership of or explicit claim on the securities. The original copy of the
safekeeping receipts shall be delivered to the City within twenty-four (24)
hours of the security's receipt by the Trustee.
1. Approved Broker/Dealers/Financial Institutions and Depositories
Investments ~hall only be made with those firms and institutions who
have acknowledged receipt and understanding of the City's Investment
Policy. The "qualified representative" of the business as defined in
Chapter 2256 of the Texas Government Code shall execute a written
certification to acknowledge receipt of the City's Investment Policy
and to acknowledge that the organization has implemented reasonable
procedures and controls to preclude imprudent investment activities
arising out of the investment transactions conducted between the entity
and the City. Should the City contract with an external investment
advisor to execute the investment strategy, including the negotiation
and execution of investment transactions, a managing officer of the
investment advisory firm may sign the written certification in lieu of
Ci,ty of Universi ,ty Park~ Texas - Investment Policy
the broker/dealer firms. This certification must be included as part of
the investment advisory contract.
Securities and certificates of deposit shall only be purchased from
those institutions included on the City's list of broker/dealers and
financial institutions as approved by the Investment Committee. All
securities dealers shall provide the City with references from other
public entities that they are currently serving. This list of approved
investment providers must be reviewed at least annually by the City's
Investment Committee and shall be recorded in the Committee's
meeting minutes. The City's Finance Advisory Committee shall
comprise the Investment Committee.
All state and national banks located in the State of Texas, which are
insured by the Federal Deposit Insurance Corporation (FDIC) are to be
considered as eligible depositories. The financial condition of the bank
shall be considered prior to establishing any accounts with that bank.
The Finance Advisory Committee shall review the bids submitted by
depository candidates and make a recommendation to the City Council
for final approval.
2. Master Repurchase Agreement
It is the policy of the City to require each issuer of repurchase
agreements to sign a copy of the City's Master Repurchase Agreement.
An executed copy of this agreement must be on file before the City
will enter into any repurchase agreement with an issuer. (See Appendix
B, "Master Repurchase Agreement".)
3. Collateralization
Consistent with the requirements of State law, the City requires all
bank deposits (including time deposits) to be federally insured or
collateralized"with eligible securities. Financial institutions serving as
City Depositories will be required to sign an Agreement with the City
and its safekeeping agent for the collateral, perfecting the City's rights
to the collateral in case of default, bankruptcy or closure.
The City shall not accept, as depository collateral, any security that is
not specifically allowed to be held as a direct investment by the City
portfolio (see 4.1). Repurchase agreements must also be collateralized
in accordance with State law. Each issuer of repurchase agreements is
required to sign a copy of the City's Master Repurchase Agreement.
An executed copy of this agreement must be on file before the City
will enter into any repurchase agreements with an issuer. (See
City of University Park~ Texas - Investment Policy
Appendix B, "Master Repurchase Agreement".) The City considers
repurchase agreements to be simultaneous purchases and sales of
securities as outlined in the Master Repurchase Agreement and not as
collateralized loans. However, the underlying securities may be
referred to as "collateral."
Evidence of the pledged collateral shall be maintained by the Finance
Director or a third party financial institution. All collateral shall be
subject to inspection and audit by the Finance Director or the City
independent auditors.
(1) Allowable Collateral
1. Certificates of Deposit
Eligible securities for collateralization of certificates of
deposit are U.S. Treasury obligations and government
agency securities. The eligibility of specific issues may
at times be restricted or prohibited because of current
market conditions.
2. Repurchase Agreements
Collateral underlying repurchase agreements is limited
to U.S. government and agency obligations, which are
eligible for wire transfer. (i.e. book entry) to the City's
designated safekeeping agent through the Federal
Reserve System.
(2) Collateral Levels
Collateral is valued at current market plus interest accrued
through, the date of valuation.
1. Certificates of Deposit
The market value of collateral pledged for certificates
of deposit must at all times be equal to or greater than
102% of the par value of the certificate of deposit plus
accrued interest, less the amount insured by the FDIC or
its successors. Investment in eligible pooled Certificate
of Deposit programs is authorized under this section.
2. Repurchase Agreements
Ci~. of Universi~. Park~ Texas - Investment Policy
The market value of collateral required to be pledged
for. repurchase agreements shall be a percentage of the
par value of the agreement plus accrued interest and
shall be maintained at the following levels:
Collateral U.S. Treasury U.S. Government
Maturity Securities Agency
1 year or less 102 % 102 %
1 year to 5 years 102 % 103 %
Over 5 years 103 % 104 %
(3) Monitoring Collateral Adequacy
1. Certificates of Deposit
The City requires monthly reports with market values of
pledged securities from all financial institutions with which the
City has certificates of deposit. The City's Investment Officer
will at least weekly monitor the adequacy of collateral.
2. Repurchase Agreements
Weekly monitoring by the City's Investment Officer of all
collateral underlying repurchase agreements is required. More
frequent monitoring may be necessary during periods of market
volatility.
(4) Margin Calls
1. Certificates of Deposit
If the'' collateral pledged for a certificate of deposit falls below
the 102% of the deposit, plus accrued interest less FDIC
insurance, the institution will be notified by the City and will
be required to pledge additional securities no later than the end
of the next succeeding business day.
2. Repurchase Agreements
If the value of the collateral underlying a repurchase agreement
falls below the margin maintenance levels specified above, the
City will make a margin call unless the repurchase agreement is
Ci,ty of Universi ,ty Park~ Texas - Investment Policy
scheduled to mature within five business days and the amount
is deemed to be immaterial.
(5) Collateral Substitution
Collateralized investments and certificates of deposit often require
substitution of collateral. Any broker or financial institution
requesting substitution must contact the Investment Officer(s) for
approval and settlement. The substituted collateral's value will be
calculated and substitution approved if its value is equal to or
greater than the required value (See 4.2.1.3.2.2). The Investment
Officer or must give immediate notification of the decision to the
bank or the safekeeping agent holding the collateral. Substitution is
allowable for all transactions, but should be limited, if possible, to
minimize potential administrative problems and transfer expense.
The Investment Officer may limit substitution and assess
appropriate fees if substitution becomes excessive or abusive.
Collateral may be substituted only with the oral authorization of
the Investment Officer, followed by written confirmations within
24 hours.
(6) Collateral Reductions
Should the collateral's market value exceed the required amount,
any broker or financial institution may request approval from the
Investment Officer to reduce collateral. Collateral reductions may
be permitted only if the City's records indicate that the collateral's
market value exceeds the required amount. Written confirmations
of the collateral reduction should be received within 24 hours of
the Investment Officer's approval.
4. Portfolio Diversification
Risk of principal loss in the portfolio as a whole shall be minimized by
diversifying investment types according to the following limitations.
Ci,ty of Universi ,ty Park~ Texas - Investment Policy
As discussed below, these limitations do not apply to bond proceeds.
Investment Type:
% of Portfolio
· U.S. Treasury Notes/Bonds/Bills 100%
· U.S. Agencies 60%
· Local Government Investment Pools 50%
· Repurchase Agreements 30%
· Certificates of Deposit 30%
· Money Market Mutual Funds 15%
It is the policy of the City to diversify its investment portfolio so that
reliance on any one issuer or broker will not place an undue financial
burden on the City. Generally, the City should limit its repurchase
agreement exposure with a single firm to no more than 15% of the
value of the City's overall portfolio. To allow efficient and effective
placement of proceeds from any bond sales, these limits may be
exceeded for a maximum of five business days following the receipt of
bond proceeds.
(1) Bond Proceeds
Proceeds of a single bond issue may be invested in a single security
or investment if the Investment Committee determines that such an
investment is necessary to comply with Federal arbitrage
restrictions or to facilitate arbitrage record keeping and calculation.
Limiting Maturity
In order to minimize risk of loss due to interest rate fluctuations,
investment maturities will not exceed the anticipated cash flow
requirements of the funds. Maturity guidelines by funds are as follows:
(1) Operating Funds
The dollar weighted average days to final stated maturity shall be
548 days or less. The Investment Officer will monitor the maturity
level and make changes as appropriate.
(2)
Bond Proceeds, Bond Reserves, Debt Service Funds
The investment maturity of bond proceeds (including reserves and
debt service funds) shall be determined considering:
1. the anticipated cash flow requirements of the funds, and;
Ci.ty of Universi .ty Park~ Texas - Investment Policy
the "temporary period" as defined by Federal tax law
during which time bond proceeds may be invested at an
unrestricted yield. After the expiration of the temporary
period, bond proceeds subject to yield restriction shall be
invested considering the anticipated cash flow requirements
of the funds.
3. Safekeeping
1. Safekeeping Agreement
The City shall contract with a bank or banks for the safekeeping of
securities either owned by the City as a part of its investment portfolio
or held as collateral to secure certificates of deposits or repurchase
agreements. The Safekeeping Agreement shall clearly define the
procedural steps for gaining access to the collateral should the City
determine that the City funds are in jeopardy. The safekeeping
institution, or Trustee, shall hold all aforementioned securities in an
account at the Federal Reserve Bank that specifies City ownership of
the account. The Safekeeping Agreement shall include the signatures
of authorized representatives of the City, the firm pledging the
collateral and the Trustee.
2. Safekeeping of Certificate of Deposit Collateral
All collateral securing certificates of deposit must be held by a third
party banking institution approved by the City, or collateral may be
held at the Federal Reserve Bank. The City's ownership in collateral
positions must be fully perfected.
3. Safekeeping of Repurchase Agreement Collateral
The securities that serve as collateral for repurchase agreements with
dealers must be delivered to a third-party custodian with which the
City has established a third-party safekeeping agreement. The City's
ownership of all securities that serve as collateral for repurchase
agreements must be fully perfected.
3. Ensuring Liquidity
Liquidity shall be achieved by matching investment maturities with forecasted
cash flow requirements, by investing in securities with active secondary
markets, and by investing in eligible money market mutual funds (MMMF's)
and local government investment pools (LGIP's).
14
City of University Park~ Texas - Investment Policy
A security may be liquidated to meet unanticipated cash requirements, to re-
deploy cash into other investments expected to outperform current holdings,
or to otherwise adjust the portfolio.
4. Achieving Investment Return Objectives
Investment selection for all funds shall be based on legality, appropriateness,
liquidity, and risk/return considerations. The portfolios may be actively
managed to enhance overall interest income. Active management will take
place within the context of the "Prudent Person Rule." (see Section 2.4).
1. Securities Swaps
The City may take advantage of security swap opportunities to improve
portfolio yield. A swap which improves portfolio yield may be selected
even if the transaction results in an accounting loss.
2. Competitive Bidding
It is the policy of the City to require competitive bidding for all individual
security purchases except for those transactions with money market mutual
funds (MMMFs) and local government investment pools (LGIP's) which
are deemed to be made at prevailing market rates, and for government
securities purchased at issue through a primary dealer at auction price.
Rather than relying solely on yield, investment in MMMFs and LGIP's
shall be based on criteria determined by the Investment Committee,
including adherence to Securities and Exchange Commission (SEC)
guidelines for MMMFs when appropriate.
At least three bidders must be contacted in all transactions involving
individual securities. Competitive bidding for security swaps is also
required. Bids may be solicited in any manner provided by law. For those
situations where it may be impractical or unreasonable to receive three
bids for a transaction due to a rapidly changing market environment or to
secondary mark[t availability, documentation of a competitive market
survey of comparable securities or an explanation of the specific
circumstance must be included with the transaction bid sheet. All bids
received must be documented and filed for auditing purposes.
3. Methods of Monitoring Market Price
The methods/sources to be used to monitor the price of investments that
have been acquired with public funds shall be from sources deemed
reliable by the Investment Officer, including primary or regional
broker/dealers, established financial institutions providing portfolio
management/accounting services, financial publications, such as the Wall
Ci,ty of University Park~ Texas - Investment Policy.
Street Journal, market information vendors such as Bloomberg or Telerate
and market pricing services.
4. Benchmark Rate of Return
As a general guideline, the City's cash management portfolio shall be
designed with the objective of regularly meeting the average return on
three-month U.S. Treasury Bills, or the average rate of 90-day Certificates
of Deposit. These indices are considered benchmarks for risk-free
investment transactions and therefore comprise a standard for the
portfolio's rate of return. Additional benchmarks may be developed and
recommended by the Investment Committee and used as a comparative
performance measures for the portfolio. Additional benchmarks that may
be considered for targeting by the Investment Committee include the
Constant Maturity Treasury Bill with the maturity that most closely
matches the weighted average maturity of the portfolio or a more
customized index made up of blended Merrill Lynch Treasury/Agency
indices.
The investment program shall seek to augment rates of return above this
threshold, consistent with legal restrictions and prudent investment
principles. In a diversified portfolio, measured losses are inevitable and
must be considered within the context of the overall portfolio.
5. Responsibility and Control
1. Authority to Invest
Authority to manage the City investment program is derived' from a
resolution of the City. Those authorized by said resolution are designated
as Investment Officers of the City, and, in conjunction with the Investment
Committee, are responsible for investment decisions and activities. The
City reserves the right to contract with an external investment advisory
firm to manage t.he investment assets, and the resulting resolution will
grant investment authorization to the contracted firm. The Finance
Director shall establish written procedures for the operation of the
investment program consistent with this Investment Policy.
2. Bonding requirements/Standard of care
Each of the authorized investment officers shall be a bonded employee.
All participants in the investment process shall act responsibly as
custodians of the public trust and shall exercise the judgment and care,
under prevailing circumstances, that a prudent person would exercise in
the management of the person's own affairs.
City of University Park~ Texas - Investment Policy
3. Establishment of Internal Controls
The Finance Director is responsible for establishing and maintaining an
internal control structure designed to ensure that the assets of the entity are
protected from loss, theft or misuse. The internal control structure shall be
designed to provide reasonable assurance that the objectives are met. The
concept of reasonable assurance recognizes that (1) the cost of a control
should not exceed the benefits likely to be derived; and (2) the valuation of
costs and benefits requires estimates and judgments by management.
4. Standard of Ethics
City staff involved in the investment process shall refrain from personal
business activity that could conflict with proper execution of the
investment program, or which could impair the ability to make impartial
investment decisions.
City staff shall disclose to the City any material interests in financial
institutions that conduct business with the City, and they shall further
disclose positions that could be related to the performance of the City
portfolio. City staff shall subordinate their personal financial transactions
to those of the City, particularly with regard to the timing of purchases and
sales.
An investment officer of the City who has a personal business relationship
with an organization seeking to sell an investment to the' City shall file a
statement disclosing that personal business interest. An investment officer
who is related within the second degree by affinity or consanguinity to an
individual seeking to sell an investment to the City shall file a statement
disclosing that relationship. A statement required under this subsection
must be filed with the Texas Ethics Commission and the governing body
of the City.
5. Training and E[lucation
In accordance with the Public Funds Investment Act (Chapter 2256, Texas
Government Code), the designated Investment Officers, or those personnel
authorized to execute investment transactions, must attend periodic
investment training. State law requires that training relating to investment
responsibilities must be provided by an independent source as approved by
the Investment Committee. Personnel authorized to execute or approve
investment transactions must receive at least 10 hours of investment
training within each two-year period. Newly appointed investment officers
must attain at least 10 hours of instruction relating to the officer's
Cit~ of Universi~, Park~ Texas - Investment Policy
e
responsibility under the Act within 12 months after assuming investment
duties.
6. Investment Committee
An Investment Committee that is comprised of the membership of the
Finance Advisory Committee shall be established to determine
investment guidelines, general strategies, and monitor performance.
The Committee shall meet quarterly to review performance, strategy
and procedures. The Investment Committee shall include in its
deliberation such topics as: performance reports, economic outlook,
portfolio diversification, maturity structure, potential risk to the City
funds, authorized brokers and dealers, and the target rate of return on
the investment portfolio.
Reporting
Investment performance is continually monitored and evaluated by the
Finance Director. The Investment Officer(s) will provide detailed reports, as
required by the Public Funds Investment Act (Chapter 2256, Texas
Government Code, Section 2256.023) for the City on a quarterly basis.
The Finance Director shall submit a quarterly investment report signed by the
investment officers that summarizes current market conditions, economic
developments and anticipated investment conditions. The report shall
summarize investment strategies employed in the most recent quarter, and
describe the portfolio in terms of investment securities, maturities, risk
characteristics and shall explain the total investment return for the quarter.
The report will outline conformance to the restrictions of the Policy in the area
of diversification and term of maturity. The report will also compare the
performance of City's portfolio to appropriate benchmarks as determined by
the Investment Committee. The report shall summarize current market
conditions, economic developments and anticipated investment conditions.
The report shall also summarize investment strategies employed in the most
recent quarter, and describe the portfolio in terms of investment securities,
maturities and risk characteristics.
Within 60 days of the end of the fiscal year, the Finance Director or the
Investment Advisory firm shall present an annual report on the investment
program and investment activity. The report may be presented as a component
of the fourth quarter report to the City.
The quarterly investment report shall include a succinct management summary
that provides a clear picture of the status of the current investment portfolio
and transactions made over the last quarter. This management summary will
Ci.ty of Universi .ty Park~ Texas - Investment Policy
be prepared in a manner which will allow the City to ascertain whether
investment activities during the reporting period have conformed to the
Investment Policy. The report will include the following:
1. A listing of individual securities held at the end of the reporting period.
Unrealized gains or losses resulting from appreciation or depreciation
by listing the beginning and ending book and market value of
securities for the period.
3. Additions and changes to the market value during the period.
4. Average weighted yield to maturity or total return performance of the
portfolio on entity investments as compared to applicable benchmarks.
5. Listing of investments by maturity date.
6. The percentage of the total portfolio which each type of investment
represents.
7. Statement of compliance of the City investment portfolio with State
Law and the investment strategy and policy approved by the City.
7. Compliance Audit
In conjunction with its annual financial audit, the City shall perform a
compliance audit of management controls on investments and adherence to the
City's established Investment Policies. The results of the audit shall be
reported to the Investment Committee and the governing body of the City.
8. Certification
A copy of this Investment Policy will be provided to the senior management
of any bank, dealer, broker or investment advisor wishing to transact
investment business, directly with the City in order that it is apprised of the
investment goals of the City. Before business is transacted with the firm, a
certification (Appendix C) must be signed by a senior member of a firm.
Should the City contract with an external investment advisor to execute the
entity's investment strategy, including the negotiation and execution of
investment transactions, a managing officer of the investment advisory firm
may sign the written certification in lieu of the broker/dealer firms. This
certification must be included as part of the investment advisory contract.
SECTION 5
ADOPTING CLAUSE
City of University Park~ Texas - Investment Policy
ADOPTING CLAUSE
This Investment Policy for the City of University Park, Texas is hereby adopted as of
the 4th day of March, 2003.
M/ay..or ^
l~flWctor oI Plnance
RESOLUTION NO. 03-07
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS,
AUTHORIZING APPLICATION FOR PARTICIPATION IN TEXSTAR AND
INVESTMENT OF CITY FUNDS; ADOPTING THE TEXSTAR INVESTMENT
POLICY; DESIGNATING AUTHORIZED REPRESENTATIVES; AUTHORIZING
EXECUTION OF AGREEMENT; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City Council of the City of University Park has duly authorized this application
by adopting the following resolution at a meeting of such governing body duly called, noticed,
and held in accordance with the Texas Open Meeting Law, chapter 551, Texas Government
Code, on March 4, 2003; and
WHEREAS, it is in the best interests of the City ("Applicant") to invest its funds jointly with
other Texas local governments in the Texas Short Term Asset Reserve Program (TEXSTAR) in
order better to preserve and safeguard the principal and liquidity of such funds and to earn an
acceptable yield; and
WHEREAS, Applicant is authorized to invest its public funds and funds under its control in
TEXSTAR and to enter into the participation agreement authorized herein;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS THAT:
SECTION 1. The form of application for participation in TEXSTAR attached to this
resolution is approved. The officers of Applicant specified in the application are authorized to
execute and submit the application, to open accounts, to deposit and withdraw funds, to designate
other authorized representatives, and to take all other action required or permitted by Applicant
under the Agreement created by the application, all in the name and on behalf of Applicant.
SECTION 2. The TEXSTAR Investment Policy is adopted as an amendment to Applicant's
investment policy, to the extent it is not in conflict with Applicant's existing Investment Policy,
and the TEXSTAR investment officers are designated as Applicant's investment officers, and the
TEXSTAR Board is designated as custodian and depository, in each case for Applicant's public
funds and funds under its control that are deposited with TEXSTAR. Unless Applicant provides
a contrary investment policy to TEXSTAR, it shall be Applicant's investment policy that any or
all of its public funds and funds under its control may be invested in and through TEXSTAR.
SECTION 3. This resolution will continue in full force and effect until amended or revoked
by Applicant and written notice of the amendment or revocation is delivered to the TEXSTAR
Board.
SECTION 4. Terms used in this resolution have the meanings given to them by the
application.
SECTION 5. The City Manager is hereby authorized to execute the following Agreement on
behalf of the City:
"1. Agreement. Applicant agrees with other TEXSTAR Participants and the TEXSTAR Board
to the Terms and Conditions of Participation in TEXSTAR, effective on this date, which are
incorporated herein by reference. Applicant makes the representations, designations, delegations,
and representations described in the Terms and Conditions of Participation.
2. Authorized Representatives. Each of the following Participant officials is designated as
an Authorized Representative for Participant. An Authorized Representative is authorized to
give notices and instructions to the Board in accordance with the Agreement, the Bylaws, the
Investment Policy, and the Operating Procedures:
Name . Signature
Kent R. Austin ~
Thomas W. Tvardzik
Bob Livingston
Title
Director of Finance
Controller
City Manager
DirectPhone
214-987-5310
214-987-5326
214-987-5310
The following Participant official listed above is designated as the Primary Contact and will
receive all TEXSTAR con-espondence including transaction confirmations and monthly
statements [required]:
Nanle
E-mail address
Kent R. Austin
kaustin~ci, university-park .tx .us
The following Participant official not listed above is designated as a Participant Inquiry Only
Representative authorized to obtain account information [optional]:
Name Signature Title
Applicant may designate other authorized representatives by written instrument signed by an
existing Applicant Authorized Representative or Applicant's chief executive officer.
3. Taxpayer Identification Number. Applicant's taxpayer identification number is
756000698.
/
4. Bank Information Sheet(s). The attached [insert quantity] ............................
Information Sheet(s) is or are approved and incorporated herein by reference to establish
account(s) in the name of Applicant.
Bank
Dated this ..4.~..P.~.~.....O.E..~.C.g...2003
CITY OF UNIVERSITY PARK
(Name of Applicant)
B~ial)
BOB LIVINGSTON, CItY MANAGER
(Printed name and title)
Approved and accepted:
TEXAS SHORT TERM ASSET RESERVE FUND
By: FIRST SOUTHWEST ASSET MANAGEMENT, INC., Participant Services Administrator
B Date: ~/oh-'-} / ~ c~.~ ,,
Au'thbrized Signer
SECTION 6. This Resolution shall take effect immediately from and after its passage, and it
is, accordingly, SO RESOLVED.
DULY PASSED by the City Council of the City of University Park, Texas, on the 4th day
of March, 2003.
APPR(~qED:
HAROLD PEEK, MAYOR
CITY ATTORNEY
(RLD;2-26-03)
ATTEST: // ,
~~LSON~IT~' SECRETARY
CITY OF UNIVERSITY PARK
MASTER FEE SCHEDULE
UPDATED MAY 21, 2003
EFFECTIVE JUNE 3, 2003
RESOLUTION NO. 03-0 8
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING A MASTER FEE SCHEDULE; REPEALING
RESOLUTION NO. 02-15, AS AMENDED; AND PROVIDING AN EFFECTIVE
DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
SECTION 1. That Resolution No. 02-15, Master Fee Resolution, be, and the same is
hereby, repealed.
SECTION 2. That a new Master Fee Schedule, be, and the same is hereby, adopted
for the City of University Park. A tree copy of the Master Fee Schedule is attached hereto
as Exhibit "A," and made a part hereof for all purposes, the same as if fully copied herein.
SECTION 3. This Resolution shall take effect June 3, 2003.
DULY PASSED by the City Council of the City of University Park, Texas, on the
21 st day of May 2003.
yORROVED:
~.P_~ROVED AS ~O FORM:
CITY ATTORNEY
ATTEST:
EXHIBIT A
MASTER FEE SCHEDULE
TABLE OF CONTENTS
I. Administrative Services
1. Health Permit
2. Rental of City Facilities
3. Permit to Paint House Numbers on Streets
4. Licenses for Dogs and Cats
5. Returned Check Charge
6. Photocopy Charges
7. Code of Ordinance Book or CD Charge
8. New Resident Packet Charge
II. Building and Zoning
1. Building Permits
2. Trade Permits (Mechanical/Electrical/Plumbing/Concrete)
3. Registration of Mechanical, Plumbing, or Irrigation Contractor
4. Registration of Electrician's License
5. Fence Permits
6. Lawn Sprinkler Permits
7. Pool/Spa Permits
8. Sign Permits
9. Automatic Fire-extinguishing System & Fire Alarm Permits
10. Filing Fees (Amending plats, license agreements, special sign, P&Z, BOA)
11. Real Estate and Tax Inquiries
12. House Moving Permit and Related Charges
13. Moving Temporary Buildings and Mobile Homes
14. Registration for License to Install Automatic Fire-Extinguishing Systems
15. Grass and Weed Mowing Fees and Liens
16. Certificate of Occupancy
17. Re-inspection Fee
III. Utilities
1. Water Meter Security
2. Reconnection of Water Service Following Cut-off for Non-Payment of Bills
3. Emergency Water Cut-off Service
4. Examination and Test of Meters
5. Meter Re-reads
6. Water Service
7. Conservation Surcharge
8. Sewer Service
9. Utility Service Construction Fees
10. Sewer Rate Re-calculation
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Master Fee Schedule, Table of Contents Page two
IV. Public Safet~ and Judicial
1. Impounded Vehicles
2. Wrecker Service Fees
3. Ambulance (MICU) Service
4. Solicitor's License
5. Commission for Private Guards
6. Impoundment Fees for Animals
7. 9-1-1 Emergency Service Fee
8. Alarm Permit/Direct Alarm Monitoring
9. Hose Cabinet Fees
10. Fire Re-inspection Fees
V. Sanitation
1. Residential Garbage Collection
2. Brush and Tree Limb Collection
3. Appliance, Fumimre, and Large Item Collection
4. Commercial Garbage Collection
5. Residential Construction Sites
6, Liquid Waste Transport
7. Yard Waste Bags
8. Transfer Station Fees
9. Recycling Fees
VI. Parks and Recreation
1. Goar Park Pavilion Reservation
2. Tennis Permits
3. Park and Playing Field Reservations for Filming
4. Playing Field Reservations
5. Park Reservations for Sports Clinics
6. Park Reservation Fees
7. Swimming Pool
VII. Commercial Filming Fees
1. Small Productions
2. Large Productions
3. Reimbursement of Personnel Costs
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ADMINISTRATIVE SERVICES
Health Permit (Ch. 6, Sec. 6.304)
An annual fee of one hundred and seventy-five dollars ($175.00) will be collected from
each food service establishment for a Health Permit issued by the City Secretary and
thereafter for the renewal of such permit.
A Temporary Health Permit shall be $55.00 for the first day of operation plus $5.00 for
each additional day of operation up to 14 consecutive days.
Rental of City Facilities (Ch. 1, Art. 1.700)
Council Chamber
(1) Community-related groups which serve the youth or elderly shall be allowed the use
of the premises for ten dollars ($10.00) daytime use (8:00 a.m. to 5:00 p.m.) and
twenty dollars ($20.00) for evening use (5:00 p.m. to 11:00 p.m.).
(2) All other groups shall pay twenty-five dollars ($25.00) per daytime use and fifty
dollars ($50.00) for evening use.
Training Room & Conference Room
(1) Training Room- two hundred dollars ($200.00)
(2) Conference Room - one hundred & twenty-five dollars ($125.00)
Rental of city facilities shall be arranged with the City Secretary. No deposit shall be
required, but full payment shall be expected prior to the event. Cash or checks only shall be
received and must be in the City Secretary's office 24 hours in advance of the event to
maintain the reservation.
Permit to Paint House Numbers on Streets (Ch. 4, Sec.4.303)
A fee of fifty dollars ($50.00) for investigation shall be charged to any person applying for a
permit to paint house numbers on streets. The fee shall not be pro-rated and shall be paid at
the time the application is made and shall not be retumed to the applicant regardless of
whether a permit is issued or not.
Licenses for Dogs and Cats (Ch. 2, Art. 2.600)
The owner of each dog or cat more than four (4) months old in the City shall obtain a
license for such dog or cat from the City Manager or his designee. At the time of application
for such license, the owner shall present a Certificate of Vaccination as specified in the City
Code and pay a licensing fee of ten dollars ($10.00) for each altered dog or cat and twenty
dollars ($20.00) for each unaltered dog or cat.
Returned Check Charge (Res. 93-16)
The maximum charge permitted under Texas law will be imposed by the City for the
collection of checks returned by the banks for the lack of funds when such checks are used
in payment to the City for deposits or obligations legally owed by the issuer of the said
returned checks. The Director of Finance will add the returned check charge to the other
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obligations owed to the City by the issuer of the returned checks. The same charge shall be
applied to electronic funds transactions in which lack of funds prevents payment from being
made.
The Director of Finance, with the approval of the City Manager, may waive such charge if
the City was negligent in the cashing of the check or if special circumstances deem the
waiver as appropriate; however, in all cases of a waiver complete records must be made of
the reason for the waiver.
Photocopy Charges (Admin. Order FNC- 10)
Article 6252-17a of the Texas Statutes allows the City to charge a reasonable fee to cover
the costs of reproducing public documents for private use. The charge for reproducing such
documents will be based on the following guidelines:
(1)
(2)
(3)
REPRODUCTION CHARGES
a. The charge for photocopies up to 8.5" x 14" will be ten cents ($0.10) for
each page.
b. The charge to reproduce documents larger than 8.5" x 14" will be fifty cents
($0.50) or the actual cost incurred by the City in obtaining the reproductions.
c. The charge to reproduce documents stored on microfilm will be two dollars
($2.00) per page.
d. The charge to retrieve information from computer data storage banks will be
computed at the rote of one hundred dollars ($100.00) per hour of operator
time.
EXCEPTION:
The charges in section (1) do not apply to official publications normally offered to
the public free of charge.
ADDITIONAL CHARGES:
Requests that are for 50 or more pages will be subject to an additional fee to cover
processing costs. The fee will be computed at the rate of fifteen dollars ($15.00) per
hour.
Code of Ordinance Book or CD Charge
(1) The charge for the Code of Ordinances Book will be one hundred, fifty dollars
($15o.oo).
(2)
(3)
The charge for a CD-ROM of the Code of Ordinances will be twenty-five dollars
($25.00).
The entire University Park Zoning Ordinance may be purchased for twenty dollars
($20.00).
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8. New Resident Packet Charge
The charge for a new Resident Packet shall be $15.00 to anyone other than a new resident.
There is no charge for a new resident.
II. BUILDING AND ZONING
1. Building Permits (Ch. 3, Sec 3.103)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential $.95/s.f. -
Non-residential 0.75% of valuation $75.00
(2) Additions, alterations, and repair fees:
Occupancy type Permit fee Minimum fee
Residential 1% of valuation $50.00
Non-residential 0.75% of valuation $75.00
(3) Demolition fees:
Occupancy type Permit fee
Residential $100.00
Non-residential $250.00
Trade Permits (Mechanical/Electrical/Plumbing/Concrete)
(1) New construction fees:
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $75.00
Non-residential 2% of valuation $75.00
(2) Additions, alterations, and repair fees:
Occupancy type Permit fee Minimum fee
Residential 2% of valuation $50.00
Non-residential 2% of valuation $75.00
Registration of Mechanical, Plumbing, or Irrigation Contractor
The registration fee for a mechanical, plumbing, or irrigation contractor shall be seventy-
five dollars ($75.00).
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Registration of Electrician's License (Ch. 3, Sec. 3.1007)
The fees for licensing of qualified electricians and electrical contractors shall be payable to
the City of University Park as set forth in the following table. The period for payment of fee
shall begin on January 1 st and end December 31st of the same calendar year. No Inspection
Permit will be issued, nor work authorized to permit the applicant thereof to enter into a
contract for or do any installation, maintenance or repair of any electrical work unless such
person has paid his annual registration fee as required by this subsection.
License type Annual fee
Electrical Contractor $75.00
Master Electrician $20.00
Journeyman Electrician $10.00
Fence Permits (Sec. 8-801, Zoning Ordinance)
Occupancy type Permit fee
Residemial $50.00
Non-residential $100.00
Lawn Sprinkler Permits (Ch. 3, Sec. 3.2203)
Occupancy type Permit fee
Residential $50.00
Non-residential $150.00
Pool/Spa Permits (Ch. 3, Art. 3.8)
Permit type Permit fee
Pool $250.00
Spa $150.00
Sign Permits (Ch. 12, Sec. 12.203, 12.209)
(1) Fee for Sign Permit:
The permit fee to construct, erect, or renovate a sign shall be seventy-five dollars
($75.00).
(2)
An Investigation Fee shall be collected in addition to the permit fee whenever any
sign for which a permit is required has been installed, replaced or altered without
first having obtained a permit. The investigation fee shall be two (2) times the
amount of the permit fee. The Investigation Fee shall be collected even if a permit
is not issued.
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10.
Automatic Fire-Extinguishing System & Fire Alarm Permits
The permit fee for the installation of an Automatic Fire-extinguishing System or a fire alarm
system shall be one percent (1%) of the valuation of the materials and labor involved.
Filing Fee for Amending Plats, License Agreements, Requests for Special Sign
Districts, and Submissions for Planning and Zoning Commission and Board of
Adjustment Hearings (Ch. 12, Sec. 12.103)
(1) The fee to be paid by applicants who request an amending plat from the Building
Division shall be one hundred fifty dollars ($150.00) per request.
(2)
The fee to be paid by applicants who request a license agreement from the City shall
be one hundred dollars ($100) per request.
(3)
The fee to be paid by applicants who request a special sign district shall be one
hundred dollars ($100) per request.
(4)
The fees to be paid by applicants who request a heating before the Planning and
Zoning Commission shall be three hundred dollars ($300.00) per application.
(5)
The fees to be paid by applicants who request a hearing before the BOard of Adjust-
ment shall be one hundred fifty dollars ($150) per application.
11.
Real Estate and Tax Inquiries (Res. 85-9)
Employees of University Park shall not give out information relative to real estate
description or tax matters over the telephone to any commercial establishment. All
inquiries in regard to real estate descriptions, tax searching status, etc., shall be presented in
writing to the City and the City shall make a three-dollar ($3.00) charge for each item
requested.
12.
House
(1)
(2)
(3)
Moving Permit and Related Charges (Ch. 3, Sec. 3.1701, 3.1705)
The applicant shall pay a fee of fifty dollars ($50.00) to the City for the house-
moving permit.
The applicant shall reimburse the City of University Park for any personnel costs,
including overhead, directly related to providing assistance to the moving activity.
The building official may require a cash deposit at the time of application to ensure
partial or full payment of personnel costs. The hourly rate for each police officer
used for escort purposes is twenty-five dollars ($25.00) per hour.
All fees shall be paid to the City at the time of application for Moving Permit. If
escort personnel have to return, the building official may require that an additional
cash deposit be paid before the house, building, or structure is to be moved.
13.
Moving Temporary Buildings and Mobile Homes (Ch. 3, Sec. 1705)
The permit fee for the movement of a mobile or temporary home within the University Park
city limits shall be five dollars ($5.00).
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14.
15.
16.
17.
III.
1.
Registration Fee for License to Install Automatic Fire-Extinguishing Systems
(Ch.5 Sec. 5.1300)
The fee for registration of a license shall be seventy-five dollars ($75.00) for Fire Sprinkler
Contractor.
Grass and Weed Mowing Fees and Liens (Ch. 6, Sec. 6.204, 6.205)
(1) Fees-Owners of property mowed to correct tall grass and weeds shall pay a fee equal
to the cost of mowing plus interest at six percent from the date of mowing.
(2) Liens-Property liens filed for non-payment of fees and interest for mowing tall grass
and weeds will include a legal and administrative fee of fifty dollars ($50.00).
Certificate of Occupancy (July 1998)
The fee for a Certificate of Occupancy shall be fifty dollars ($50.00). All new businesses
moving into th6 City are required to obtain a Certificate of Occupancy from the Building
Inspection division.
Re-inspection Fee
A Re-inspection Fee may be assessed for each inspection or re-inspection when such
portion of work for which inspection is called is not complete or when corrections called for
have not been made. Contractor must pay a Re-inspection Fee of fifty dollars ($50.00) at
the Building Inspection Department prior to a subsequent inspection being made
UTILITIES
Water Meter Security (Ch. 11, Sec. 11.303)
(1) Before water service is furnished to a consumer at any address, the consumer shall
be required, upon making application for such service, to deposit with the manager
:g for each meter:
ot me UUllt~y Olllln ~ OlilCe, oeposlts amounung tO me IOllO'
Meter size Status Fee
5/8" and 1" meters Homeowner occupied $35.00
5/8" and 1" meters Rental units $65.00
Meters larger than 1" All $75.00
Hydrant meter Refundable deposit $1,000.00
Hydrant meter Installation fee $40.00
(2)
The deposit for apartments or duplexes that are not individually metered will be
thirty-five dollars ($35.00) per unit. For example, the deposit for a four-unit
apartment will be one hundred forty dollars ($140.00).
(3)
In the case of business institutions, the manager of the utility billing office may
require a deposit equal to three times the average monthly bill on such premises.
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Reconnection of Water Service Following Cut-Off for Nonpayment of Water Bills
(Ch. 11, Sec. 11.306)
When water is cut off because of nonpayment, the manager of the utility billing office shall
not permit the water or sewer services to be resumed until the full amount delinquent, the
ten (10%) percent penalty, and a collection or reconnection charge of twenty dollars
($20.00) is paid. Such amount shall be paid at the utility billing office if reconnected during
normal office hours.
Emergency Water Cut-Off Service (Ch. 11, Sec. 11.307)
Whenever any consumer, owner or occupant of premises shall request the City to cut off his
water service at the meter for his convenience or due to the fact that his stop and waste or
house cut off is either nonfunctional or cannot be found, then the manager of the utility
billing office shall add a service fee to his bill of fifteen dollars ($15.00) for each cut off.
Examination and Test of Meters (Ch. 11, Sec. 11.308)
Any consumer shall have the right to demand that the meter through which water is being
furnished be examined and tested for the purpose of ascertaining whether it is or is not
registering correctly the amount of water which is being delivered through it to such
consumer; provided that, when such consumer desires to have any meter so examined and
tested, such consumer shall make application therefor in writing to the manager of the utility
office, and shall deposit with such application the amount charged for various sizes:
ITesting any size meter up to a 1"
Testing any meter larger than 1"
I$10.00
$15.00
Meter Re-reads (Ch. 11, Sec. 11.309)
Any consumer who feels that their measured water consumption is excessive may request
that the meter be re-read. Two (2) free re-reads are allowed within each calendar year and
any in excess will be charged ten dollars ($10.00), unless there has been an error on the part
of the City or the meter is faulty.
Water Service (Ch. 11, Art. 11.4000)
(1) The following water rates are hereby established and shall be collected. The
minimum monthly rates for all metered water service shall be as follows:
5/8" or 3/4" meter $ 7.85
1" meter $ 8.65
1 1/2" meter $11.25
2" meter $14.00
3" meter $16.70
4" meter $ 28.25
Portable meter $126.00
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(2)
Each consumer served during the month shall be entitled to the use of two thousand
(2,000) gallons of water paid under the minimum rates hereinabove specified. In
any billing period, where the water consumed is in excess of the minimum, the rate
shall be two dollars and forty-seven cents ($2.47) per 1,000 gallons or any portion
thereof.
(3)
Any duplex or multi-family dwelling which is served by a single water meter shall
be billed a minimum charge for each unit, occupied or vacant. All single family
units shall pay a minimum charge for each meter but such minimum shall provide
for a usage of 2,000 gallons per meter.
Conservation Surcharge (June - November billings) (Ch. 11, Art. 11.4000)
During the six (6) summer months, each water customer (except Southern Methodist
University) shall be subject to a conservation surcharge for all consumption in excess of
11,500 gallons. SMU meters shall be subject collectively to a monthly conservation
surcharge for all consumption in excess of the average amount of water used during the
immediately preceding October, November, December, January, February and March. The
surcharge rate shall be sixty-eight cents ($0.68) per thousand (1,000) gallons for all excess
consumption.
Sewer Service (Ch. 11, Art. 11.500)
(1) The sewer charge for each single family, duplex or multi-family dwelling shall be
included in the utility bill and calculated as follows:
(a)
All sewer charges are based on the use of water passing through the water
meter or meters. All single family units, having more than one meter, shall
have the usage of meters added together for the purposes of this section;
however, if separate bills are rendered for a lawn sprinkler, such
consumption shall not be considered for sewer charges.
(b)
Any duplex or multi-family dwelling, which is served by a single water
meter, shall be billed a minimum charge for each unit, occupied or vacant,
and any usage over the minimum shall be averaged over each unit of the
dwelling as though each unit consumed the water the average indicates.
(c)
Any duplex or multi-family dwelling, having individual water meters for
each unit, shall be treated for sewer billing purposes as though each were a
single family dwelling.
(d)
There shall be a sixteen dollar and ninety-five cent ($16.95) minimum sewer
charge per unit, which includes two thousand (2,000) gallons of water per
unit per month.
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(e)
(t)
Any water used in excess of two thousand (2,000) gallons per month shall
be billed at two dollars and fifty-four cents ($2.54) per 1,000 gallons per
month per unit for the sewer fee.
The sewer bill for March through February shall be based on the average
billing of water over the three-month period as listed below:
CYCLE I:
The water used during the months of November, December
and January.
CYCLE II:
The water used during the period of November 15 to
February 15.
(2)
For each business or commercial establishment of any nature, plus public
institutions such as schools and churches:
(a)
There shall be a sixteen dollar and ninety-five cent ($16.95) minimum up to
two thousand (2,000) gallons of water used per month.
(b)
Any water used in excess of two thousand (2,000) gallons per month shall
be billed at a rate of two dollars and fifty-four cents ($2.54) per 1,000
gallons per month.
(3)-
For service to Southem Methodist University, two dollars and fifty-four cents
($2.54) per one thousand (1,000) gallons of water used per month; the monthly
charge for the period April through March shall be based on the average amount of
water used during the immediately preceding months of October, November,
December, January, February and March, adjusted for lawn, swimming pool, and
metered cooling tower use.
Utility Service Construction Fees (Ch. 11, Art. 11.600)
The following charges shall apply for services performed by the City:
1" water meter installation $1,200.00
Sewer tap installation $1,000.00
1" water meter and sewer tap installation in same excavation $1,600.00
Existing water meter and/or sewer tap removal per excavation $ 800.00
The City, based on the size, location, current costs and specifications, will determine the
price for the installation of water meters greater than one inch (1") and excavations other
than in the alley.
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10.
IV.
1.
Sewer Rate Re-calculation (Ch. 11, Art. 11.500e)
Sewer service customers may apply to have their sewer service charges re-calculated to the
previous year's rates. The fee for re-calculating sewer service charges shall be thirty dollars
($30.00).
PUBLIC SAFETY AND JUDICIAL
Impounded Vehicles (Ch 10, Sec. 10.2304)
(1) Actual cost as charged by the designated
impoundment plus a $20.00 administration fee.
(2) For storing a vehicle - $10.00 per vehicle per day.
wrecker service providing the
Wrecker Service Fees (Ch. 10, Sec. 10.2408)
(1)
A designated wrecker company or another emergency wrecker company authorized
by the Chief of Police to render specific services in a specific emergency shall
charge the following fees for towing vehicles with a light-duty wrecker (rates for
fractions of an hour are based on quarter hour increments):
(a)
Forty-five dollars ($45.00) for towing a vehicle from a point within the City
to another point within the City, to the City pound, or to a point inside the
Town of Highland Park.
Forty-five dollars ($45.00) for towing a vehicle from a point within the City
to a point inside LBJ Freeway and north of Interstate 30.
(c)
Fifty-five dollars ($55.00) for towing a vehicle from a point within the City
to a point inside LBJ Freeway and south of Interstate 30.
(d)
Seventy-five dollars ($75.00) for towing a vehicle from a point within Dallas
County outside LBJ Freeway and north of Interstate 30.
(e)
Eighty-five dollars ($85.00) for towing a vehicle from a point within the
City to a point within Dallas County outside of LBJ Freeway and south of
Interstate 30.
(0
Twenty-five dollars ($25.00) for performing a service that does not require
that a vehicle be towed, including but not limited to adding fuel, prying a
bumper from a tire, or other similar services.
(g)
Twenty dollars ($20.00) for using dollies or flatbed wreckers in addition to
other allowable charges.
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(h)
For towing a vehicle fi.om a point within the City to a point not listed in
paragraphs (a) through (f) of this subsection, twelve dollars and fifty cents
($12.50) plus one dollar and fifty cents ($1.50) per mile or fraction thereof.
(i)
Forty dollars ($40.00) per hour of recovery time, such time to begin fifteen
(15) minutes after the light-duty wrecker has arrived on the scene, and to end
when the vehicle is ready to be towed.
(2)
The rates specified in paragraphs (a) through (i) in this subsection, shall be doubled
for heavy-duty wreckers. In addition to the specified rates for towing, a designated
wrecker company is authorized to charge ninety dollars ($90.00) per hour for
recovery time, such time to begin when the heavy-duty wrecker arrives on the scene,
and to end when the vehicle is ready to be towed. Rates for fractions of an hour are
based upon quarter hour increments.
(3)
In addition to the base rates described above, the City charges a twenty-dollar
($20.00) administration fee for any towing-related activity.
Ambulance (MICU) Service (Ch. 1, Sec. 1.1903)
(1) A base fee shall be charged per trip per person for transportation by the Mobile
Intensive Care Unit (MICU) to a hospital providing emergency medical attention
within the boundaries of Dallas County. The base fee shall be set at the maximum
amount recoverable from Medicare on the day of transport. In all cases, whether
one (1) person or more than one (1) person is transported in the same MICU, the
charge per trip applies to each individual transported.
(2)
Additional fees will be charged for each emergency medical aid provided to the
person or persons transported including, but not limited to, drags, bandaging,
oxygen, electrocardiogram (EKG), etc., that is allowable by Medicare. The cost of
these items will be the maximum charges allowed by Medicare. An itemized bill
will be provided to each transported patient listing each charge.
(3)
Each transported patient will be charged a mileage fee fi.om the point of patient
loading to the hospital of patient preference in Dallas County. The mileage fee shall
be the maximum amount recoverable from Medicare on the day of transport. If the
patient is unable to establish a preference, transport will be made to the nearest
available hospital. Common transports are to Baylor, Children's, Charlton
Methodist, Doctors, Medical City, Methodist Central, Parkland, Presbyterian, St.
Paul, and Veterans hospitals.
(4)
A fee will be charged to any incapacitated citizen needing assistance fi.om a
paramedic in accomplishing physical movements, such as exiting and entering
automobiles or movement within a residence, if such assistance is not needed in
connection with an immediate medical condition and does not constitute an
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emergency in the judgment of the senior paramedic at the scene. The first such call
in a calendar quarter will be at no cost to the citizen. The second and subsequent
calls in the same calendar quarter for the same citizen will result in a fee being
charged to the citizen in the amount of $32.00 per call. During each such call, the
senior paramedic present will explain this section and advise the citizen whether or
not a charge will be made for the assistance call. This fee will be in addition to any
other fee authorized by this section. (Res. No. 99-2)
Solicitor's License (Ch. 4, Sec. 4.103)
A fee of fifty dollars ($50.00) for investigation of persons wishing to peddle, sell, solicit,
canvass, or take orders for any services, wares, merchandise, or goods shall be charged,
which shall not be prorated and shall be paid at the time application is made and shall not be
returned to the applicant regardless of whether a permit is issued or not.
Commission for Private Guards (Ch. 4, Sec. 4.407)
Each individual receiving a private guard commission shall pay a fee of fifty dollars ($50.00).
Impoundment Fees for Animals (Ch. 2, Sec. 2.608)
The City shall collect a fee of fifty dollars ($50.00) per day for the impoundment of any
animal prior to the .release of such animal. In addition to the impoundment fee the City
shall collect an additional one time processing fee of fifteen dollars ($15.00)per animal.
If the animal has been impounded for observation for rabies and held for ten (10) days,
the City shall collect a fee of three hundred and fifteen dollars ($315.00) and an
additional fee of thirty dollars ($30,00) per day if such impoundment is for a period in
excess of the ten (10) days.
9-1-1 Emergency Service Fee (Ord. 97/10)
The City shall collect a monthly 9-1-1 billing fee from each telephone service customer.
The fee shall be 6% of the service provider's base charge per line for residential, business,
and trunk lines.
Alarm Permit/Direct Alarm Monitoring Fees
(1) The City shall charge a fee of fifty dollars ($50.00) for the initial Alarm Permit. Each
year thereafter, Alarm Permit holders shall pay annual fee of twelve dollars ($12.00) due
on the anniversary date of their original application, which will be deducted from their
utility bill at the rate of $1.00 per month. Alarm Permits are not transferable.
(2) Each Alarm Permit holder subscribing to the City's basic digital-dialer Direct Alarm
Monitoring system shall pay a fee of three hundred dollars ($300.00) per year. This
fee may be paid in whole or in twelve (12) monthly installments of twenty-five dollars
($25.00) each. An additional $7.00 per month will be charged for a secondary or
back-up transmitting device for Direct Alarm Monitoring.
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(3) Each Alarm Permit holder subscribing to the City's optional radio-backup Direct
Alarm Monitoring system shall pay all fees related to the basic system, plus the actual
cost charged to the City by the radio network supplier. This fee may be paid in whole
upon determination of the City's current actual cost or in twelve (12) equal monthly
installments.
(4) Subscribing to the radio-backup system alone is not an option.
Hose Cabinet Fees
The City shall collect an annual fee of two hundred dollars ($200.00) for each hose cabinet
in all parking structures. The fee is intended to recover the cost of regular hose testing and
records maintenance.
10.
Ve
Fire Re-inspection Fees
The City shall collect a fee of fifty dollars ($50.00) for the second re-ins
hundred dollars ($100.00) for the third re-inspection.
~ection and one
SANITATION
Residential Garbage Collection (Ch. 6, Sec. 1.108)
The City shall charge the following sums per month for collection of garbag~and trash from
residences:
Single-family dwelling $14.60
Two-family dwelling, per unit $14.60
Apartments, per unit- on residential route $14.60
Apartments, per unit- on commercial route $ 7.40
Carryout, per unit $91.50
Brush and Tree Limb Collection
An extra charge shall be assessed for pick-up of brash and tree limbs that are too bulky to
be tied in bundles. Brush and limbs shall be stacked on the parkway for pick-up and
charged as follows:
Manual pick-up $ 7.50
Mechanical pick-up - less than ½ truckload $50.00
Mechanical pick-up - ½ truckload $75.00
Mechanical pick-up - full truckload $100.00
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3. Appliances, Furniture, and Large Items Collection
The City shall charge the following sums for the removal of appliances, furniture and other
large items:
Range or refrigerator $15.00
Washer, dryer, window air conditioner, water heater, $10.00
sofa, bed, etc.
These items shall be placed on the parkway and will be picked up on a "call-in" basis only.
Commercial Garbage Collection (Ch. 11, Sec. 11.109)
(1) The City shall for its services in removing garbage and trash from all businesses,
lodging houses, boarding houses, commercial institutions, individual businesses,
firms or corporations, churches, schools, office buildings and properties, charge for
containers placed at any of such establishments, sanitation charges based upon the
following schedule:
Colle~ions Number of 3-yard Conta~e~
Per Week
1 2 3 4 5 6 7 8
2 $81.50 $128.03 $151.37 $186.20 $221.04 $255.88 $290.60 $325.56 ·
3 $107.11 $162.96 $204.86 $253.74 $302.63 $351.49 $400.38 $455.14 ,
4 $132.71 $197.87 $260.71 $324.73 $388.74 $452.76 $516.77 $580.78
5 $162.96 $237.46 $314.30 $390.01 $465.67 $541.36 $617.04 $692.71
6 $193.20 $291.06 $353.90 $434.24 $512.20 $594.94 $675.30 $755.65
(2)
Nothing in this schedule shall prevent the Superintendent of Sanitation from
calculating rates which are lower or which exceed the schedule as long as time,
volume, and number of pick-ups are the basis for such calculation.
Residential Construction Sites
A one-time fee of one hundred and fifty dollars ($150.00) for garbage collection services
will be charged at the time of issuance of a Building Permit for residential construction
where the property will not be occupied during any or all of the construction, such as for
new homes or major remodels. Garbage collection services will be rendered to the property
during construction as part of the regular collection service to the area. (Res. No. 00-15)
Liquid Waste Transport (Ch. 6, Sec. 6.402)
The City shall not issue a liquid waste transport to an applicant until the appropriate
established fee is paid. A person shall pay a fee of two hundred and forty dollars ($240.00)
for the first vehicle and one hundred and seventy dollars ($170.00) for each additional
vehicle operated by the person. Each permit must be renewed annually.
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Vie
Yard Waste Bags (Ch. 11, Sec. 11.103)
The City shall sell biodegradable yard waste bags for seventy-five cents ($0.75) each to
individuals. A discounted price may be set for sale of the bags by the City to retail
establishments or other organizations which intend to re-sell the bags to end users.
Transfer Station Fees (Res. 94-7)
University Park residents may use the City's transfer station once a month without charge.
Use of the transfer station is restricted to residents, who must be present when off-loading.
For more than one load per month, the following fees shall apply:
Pick-up track $40.00
Single-axle truck, less than 15-feet long $75.00
Double-axle track, more than 15-feet long $100.00~
Southem Methodist University vehicles $113.00
Recycling Fees (Res. 94-19)
Each resident receiving an individual City sanitation bill will be charged a recycling fee:
IAlley/curbside service
Carry-out service
$2.42
$4.00
PARKS AND RECREATION
Goar Park Pavilion Reservation (Ch. 13, Art. 13.400)
Rental of Goar Park Pavilion:
(1)
(2)
(3)
Residents of University Park may rent the pavilion for personal use for twenty
dollars ($20.00) per hour during the daytime (9:00 a.m. to 5:00 p.m.), and for thirty
dollars ($30.00) per hour for evening use (5:00 p.m. to 11:00 p.m.).
All other groups who use the pavilion for personal use, except those specified in the
following section, shall pay forty dollars ($40.00) per hour for daytime use, and
sixty dollars ($60.00) for evening use.
All applicants that desire to use the facility for business, commercial, or professional
gatherings may apply for the use of said pavilion for daytime hours between 9:00
a.m. and 5:00 p.m. and, if such application is approved, the applicant shall pay the
City Secretary seventy-five dollars ($75.00) per hour, but the applicant may make no
charges nor collect any money of any kind or character from any person whatsoever.
Tennis Permits (Ch. 13, Sec. 13.204)
All qualified residents of the City of University Park, upon making application with the
Utilities Office, may secure an annual Tennis Permit. Such permit shall be numbered and
coded as to indicate the time of its validity. The charge shall be as follows:
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Individual Permit $40.00
Family Permit $80.00
Children under 12 $ 7.50
Persons over 65 $ 7.50
Park and Playing Field Reservations for Filming. (Ch. 11, Sec. 13.501)
Commercial use of any and all park facilities, including tennis courts and Goar Park Pavilion,
for filming, photographing, etc., shall carry a charge of seventy-five dollars ($75.00) per hour,
plus a damage and clean up deposit of two hundred and fifty dollars ($250.00).
Playing Field Reservations (Ch. 13, Sec. 13.502)
Bona fide residents who are interested in making playing field reservations shall buy an annual
reservation card for a fee of ten dollars ($10.00).
Park Reservations for Sports Clinics (Ch. 13, Sec. 13.503)
Any individual or group wishing to use a park or playing field to conduct a sports clinic as a
profit-making venture shall reserve the park or playing field by filling out the appropriate
application forms in the Park Department Office and pay a fee of twenty dollars ($20.00)
per hour for each hour the clinic is operational in the park or on the reserved playing field.
If, after the completion of the clinic, the number of hours during which the ,park or playing
field was actually in use exceeds the fee paid, the applicant shall be liable and responsible to
pay the additional fee in the Park Department Office within five (5) days. If the actual
number of hours is less than the fee paid, the applicant shall receive a pro rata refund. The
application forms and all fees must be in the Park Department Office at least one (1) week
before the clinic is scheduled to begin.
Park Reservation Fees (Ch. 13, Sec. 13.501)
Any organized group not sponsored by the City and having special features (i.e., pony rides,
petting zoos, bounce machines, port-a-johns, tents, etc.) which wishes to use a park, must
make a reservation with the Park Department, make a two hundred fifty dollar ($250.00)
refundable deposit, and pay a rental fee according to the following schedule:
Number of People Fee Amount
1- 25 $25.00
26- 99 $100.00
100-199 $200.00
200-299 $300.00
300andup $500.00
Groups of twenty-five (25) or less that wish to reserve a park but would not use special
features do not have to make a deposit.
Baseball fields may also be reserved for an additional fee of fifty dollars ($50.00).
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Swimming Pool
(1)
(Ch. 13, Art. 13.300)
All residents of University Park, non-resident property owners, and non-residents of
University Park but in the Highland Park Independent School District (HPISD) six
(6) years of age or older, upon making application, may secure an Annual
Swimming Pool Permit. The City may enact a lower fee for Annual Swimming Pool
Permits purchased before a stated date, which shall be noticed annually. The charge
for Annual Swimming Pool Permits shall be:
Renew New Renew New
Permit permit permit - permit-
Resident - Early -- early - later later
University Park property owner $40.00 $50.00 $50.00 $60.00
Non-University Park resident in Highland $80.00 $90.00 $110.00 $120.00
Park Independent School District
University Park Senior Citizen (age 60 and above) $35.00 $35.00 $35.00 $35.00
If an immediate family of more than four (4) purchases more than four (4) Swimming Pool
Permits at one time, each Swimming Pool Permit in excess of four (4)shall be sold at half
price. The Senior Discount applies only to seniors who are University Park residents.
(2) A member of a group defined in subsection (1) above may schedule a birthday
party at the pool. Prior to the party, the member shall fill out an application
stating the date of the party, time of the party and number attending. There will be
a twenty-five dollar ($25.00) fee for the party, plus each party guest must pay the
regular admission fee or present his/her own season pass.
(3) A member of a group defined in subsection (1) above may secure permission for
guests to use pools by paying attendants at the gate a cash fee of five dollars ($5.00)
for each guest each time each guest uses the pool.
(4) A member of a group defined in subsection (1) not owning an Annual Swimming
Pool Permit may use the swimming pool upon presentation of identification and
paying a charge of five dollars ($5.00) per person each time the pool is used.
(5) Lost Annual Swimming Pool Permit
If the Annual Swimming Pool Permit is lost, a duplicate may be secured for ten
dollars ($10.00).
(6) Use of Pool by Children Under Six (6) Years of Age
Children under six (6) years of age, who are members of a group defined in
subsection (1) above or guests of a member of a group defined in subsection (1)
above, may use any of the pools without charge if accompanied at all times by a
parent or guardian sixteen (16) years of age or older.
If the parent or guardian desires to enroll such child in one of the swimming
instruction classes, a ten-dollar ($10.00) enrollment fee shall be paid for the child.
(7) Persons Who May Accompany Children to Small Pools
All adults in bathing attire accompanying children to small pools must pay a two
dollar and fifty cent ($2.50) guest fee or purchase an Annual Swimming Pool
Permit.
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VII. COMMERCIAL FILMING FEES (Res. 96-11)
Small Productions
a. Filming Permit Application Fee
b. Rental of City parks (see Section VI)
$ 25.00
Large Productions
a. Filming Permit Application Fee
b. Filming Fees
First day of filming (or fraction)
Each additional day of filming
c. Permit Revision Fee
d. Rental of City parks (see Section VI)
$200.00
$200.00
$ 5O.OO
$ 5O.OO
Reimbursement of Personnel Costs
The applicant shall reimburse the City of University Park for any personnel costs (i.e.,
police, fire, traffic, etc.), plus overhead, directly related to providing assistance for the
filming activity. The Film Coordinator may require a cash deposit at the time of the
application to ensure full payment of personnel costs.
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RESOLUTION NO. 03-0~
RESOLUTION OF THE CITY OF UNIVERSITY PARK,
TEXAS, SUSPENDING THE EFFECTIVE DATE OF TXU GAS
DISTRIBUTION'S REQUESTED RATE CHANGES TO
PERMIT THE CITY TIME TO STUDY THE REQUEST AND
TO ESTABLISH REASONABLE RATES; APPROVING
COOPERATION WITH OTHER CITIES WITHIN THE TXU
GAS DISTRIBUTION SYSTEM TO CREATE A STEERING
COMMITTEE TO HIRE LEGAL AND CONSULTING
SERVICES AND TO NEGOTIATE WITH THE COMPANY
AND DIRECT ANY NECESSARY LITIGATION; REQUIRING
REIMBURSEMENT OF CITIES' RATE CASE EXPENSES;
AUTHORIZING INTERVENTION IN THE PROCEEDING AT
THE RAILROAD COMMISSION; REQUIRING NOTICE OF
THIS RESOLUTION TO THE COMPANY
WHEREAS, on or about May 23, 2003, TXU Gas Distribution, a division of TXU Gas
Company, filed with the City of University Park, Texas, a Statement of Intent to change gas rates
in all municipalities within the TXU Gas Distribution System; and
WHEREAS, it is reasonable for the City of University Park, Texas, to cooperate with
other cities in a review of the Company's application and create a Steering Committee' to.
coordinate the hiring and direction of legal counsel and consultants and to negotiate with the
Company and direct any necessary litigation; and
WHEREAS, the Gas Utility Regulatory Act grants local regulatory authorities the right to
suspend the effective date of proposed rate changes; and
WHEREAS, the Gas Utility Regulatory Act provides that costs incurred by Cities in
ratemaking activities are to be reimbursed by the regulated utility; and
WHEREAS, the Gas Utility Regulatory Act grants local regulatory authorities the right to
intervene in rate proceedings filed at the Railroad Commission.
THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS:
1. That the effective date of the tariff changes submitted by TXU Gas Distribution
on or about May 23, 2003, be suspended to permit adequate time to review the proposed changes
and to establish reasonable rates.
2. That the City is authorized to cooperate with other Cities within the TXU Gas
D'istribution System to create a Steering Committee to hire and direct legal counsel and
consultants, negotiate with the Company, make recommendations to the City regarding
reasonable rates and to direct any necessary litigation associated with an appeal of a rate
ordinance and the rate case filed at the Railroad Commission.
3. That the City's reasonable rate case expenses shall be reimbursed by TXU Gas
Distribution.
4. That the City is authorized to intervene in TXU Gas Distribution's rate case filed
at the Railroad Commission filed on or about May 23, 2003.
o
TXU Gas Distribution.
That a copy of this suspension resolution be sent to the local representative of
Mayor, City of University Park, Texas
ATTEST:
2
RESOLUTION NO. 03-10
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, AMENDING MASTER FEE RESOLUTION 03-08 BY AMENDING
SECTION 9, UTILITY SERVICE CONSTRUCTION FEES, ARTICLE III
"UTILITIES"; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That Resolution No. 03-08 of the City of University Park, Texas,
the Master Fee Resolution, be, and the same is hereby, amended by amending Article III,
"Utilities", Section 9, ' Utility Service Construction Fees' to read as follows:
"9. U~.'ilit~ Service Construction Fees. (Ch. 11, Art. 11.600)
(1) The following charges shall apply for services performed by the City:
1" water meter and tap installation
Sanitary sewer tap installation
Existing water meter or sanitary sewer
tap removal
Utility excavation
$400.00 each
$200.00 each
$100.00 each
$1,500.00 each
(2) Each utility excavation includes the removal of existing alley pavement,
excavation, backfill/compaction, and concrete replacement of not more than ten
(10) linear feet of alley.
(3) The City, based on the size, location, current costs and specifications, will
determine the price for the installation of water meters greater than one inch (1")
and excavations other than in an alley."
SECTION 2. This Resolution shall take effect immediately from and after its passage,
and it is accordingly so resolved.
' 3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS 75205 TELEPHONE (214) 363-1644
DULY PASSED by the City Council of the City of University Park, Texas, on the
16TH day of JULY ,2003.
IYAROLD PEEK, Mayo~
APPROVED AS TO FORM:
City Attorney
(RLD/07-08-03)%
ATTEST:
/~I'~XF~-SO~N~c r et a ry
3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS 75205 TELEPHONE (214) 363-1644
RESOLUTION NO. 0 3-11
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNIVERSITY PARK, TEXAS, ADOPTING THE INVESTMENT POLICY
OF THE CITY OF UNIVERSITY PARK HERETOFORE ADOPTED BY
RESOLUTION NO. 03-06; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Public Funds Investment Act, as amended, requires the City to adopt an
investment policy by rule, order, ordinance or resolution, and to review such policy not less than
annually; and
WHEREAS, the Public Funds Investment Act, as amended, requires the Treasurer, the
Chief Financial Officer, and the Investment Officers of the City to attend investment training;
and
WHEREAS, the City of University Park approves of the investment training courses
sponsored by the Texas Municipal League and other independent sources; and
WHEREAS, the Treasurer, the Chief Financial Officer, and the Investment Officers of
the City have attended investment training courses as required by the Public Funds Investment
Act; and
: WHEREAS, the attached investment policy complies with the Public Funds'Investment
Act, as amended, and authorizes the investment of City funds in safe and prudent investments;
Now, Therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1. That the City of University Park has complied with the
requirements of the Public Funds Investment Act, and the Investment Policy, as amended,
attached hereto as Exhibit "A" is hereby adopted as the Investment Policy of the City of
University Park, effective August 20, 2003.
SECTION 2. That the following individuals are hereby designated as Investment
Officers for the City of University Park: Kent Austin, Director of Finance; Bob Livingston, City
Manager; and, Thomas Tvardzik, Controller.
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SECTION 3.
accordingly so resolved.
This resolution shall take effect from and after its passage, and it is
DULY PASSED AND APPROVED by the City Council of the City of University Park,
Texas, on the 20th day of August, 2003.
APPROVED AS TO FORM:
CITY ATTORNEY
AP~OVED:
ATTEST:
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Investment Policy
Effective August 20, 2003
City of University Park, Texas
City of Universi .ty Park~ Texas - Investment Policy
CONTENTS
Preface ............................................................................................................................. iv
1. PURPOSE
2.
3.
4.
Authorization ........................................................................................................ 1
Goal ....................................................................................................................... 1
Scope ..................................................................................................................... 1
Review and Amendment ....................................................................................... 1
e
INVESTMENT OBJECTIVES
2.
3.
4.
Preservation and Safety of Principal ..................................................................... 2
Maintenance of Adequate Liquidity ...................................................................... 2
Remm on Investments .......................................................................................... 2
Prudence and Ethical Standards ............................................................................ 3
INVESTMENT STRATEGY STATEMENT
2.
3.
4.
Operating Funds .................................................................................................... 4
Bond Debt Service Funds ..................................................................................... 4
Bond Reserve Funds ............................................................................................. 4
Capital Projects Funds .......................................................................................... 5
SPECIFIC INVESTMENT POLICIES
Eligible Investments .............................................................................................. 6
2.
3.
4.
5.
6.
7.
8.
9.
Obligations of the United States .................................................................. 6
Obligations of the State of Texas ................................................................. 6
Agencies of the United States and State of Texas ....................................... 6
Obligations of other States, Counties, Cities ............................................... 6
Direct Repurchase Agreements .................................................................... 6
Certificates of Deposit ................................................................................. 6
Share Certificates of state and federal Credit Unions .................................. 7
Money Market Mutual Funds ...................................................................... 7
Local Government Investment Pools ........................................................... 7
Ensuring Safety of Principal ................................................................................... 8
1. Protection of Principal ................................................................................. 8
1. Approved Broker/Dealers/Financial Institutions/Depositories .............. 8
2. Master Repurchase Agreement .............................................................. 9
3. Collatemlization ..................................................................................... 9
City of University Park, Texas - Investment Policy
Se
1. Allowable Collateral ..................................................................... 10
1. Certificates of Deposit .......................................................... 10
2. Repurchase Agreements ........................................................ 10
2. Collateral Levels ........................................................................... 10
1. Certificates of Deposit .......................................................... 10
2. Repurchase Agreements ........................................................ 11
3. Monitoring Collateral Adequacy .................................................. 11
1. Certificates of Deposit .......................................................... 11
2. Repurchase Agreements ........................................................ 11
4. Margin Calls ................................................................................. 11
1. Certificates of Deposit .......................................................... 11
2. Repurchase Agreements ........................................................ 11
5. Collateral Substitution ................................................................. 12
6. Collateral Reductions ................................................................. 12
o
o
o
4. Portfolio Diversification ...................................................................... 12
1. Bond Proceeds .............................................................................. 13
5. Limiting Maturity ................................................................................. 13
1. Operating Funds ........................................................................... 13
2. Bond Proceeds, Bond Reserves, Debt Service Funds .................. 13
2. Safekeeping ................................................................................................. 14
1. Safekeeping Agreement ..................................................... .................. 14
2. Safekeeping of Certificate of Deposit Collateral ................................. 14
3. Safekeeping of Repurchase Agreement Collateral .............................. 14
Ensuring Liquidity .............................................................................................. 14
Achieving Investment Return Objectives ........................................................... 15
1. Securities Swaps .......................................................................................... 15
2. Competitive Bidding ................................................................................... 15
3. Methods of Monitoring Market Price .......................................................... 15
4. Benchmark Rate of Return .......................................................................... 16
Responsibility and Controls ................................................................................ 16
1. Authority to Invest ....................................................................................... 16
2. Bonding requirements/Standard of care ...................................................... 16
3. Establishment of Internal Controls .............................................................. 17
4. Standard of Ethics ....................................................................................... 17
5. Training and Education ............................................................................... 17
6. Investment Committee ................................................................................. 18
Reporting ............................................................................................................. 18
Compliance Audit ............................................................................................... 19
Certification ........................................................................................................ 19
ADOPTING CLAUSE ................................................................................................. 20
City of University Park~ Texas - Investment Policy
APPENDICES
INVESTMENT LEGISLATION .................................................................... 21
MASTER REPURCHASE AGREEMENT .................................................. 48
BROKER/DEALER CERTIFICATION ....................................................... 56
ATTACHMENTS
BROKER/DEALER QUESTIONNAIRE ...................................................... 58
Ci,ty of University Park, Texas - Investment Policy
PREFACE
The purpose of this document is to establish specific investment policy and strategy
guidelines for the City of University Park, Texas ("City") in order to achieve the goals of
safety, liquidity and yield for all investment activity. The City shall review its investment
strategies and policy not less than annually. This policy serves to satisfy the statutory
requirement, specifically the Public Funds Investment Act, Chapter 2256 of the Texas
Government Code (the "Act"), to define, adopt and review a formal investment strategy
and policy.
It is the policy of the City that all available funds shall be invested in conformance with
these legal and administrative guidelines.
Effective cash management is recognized as essential to good fiscal management. An
aggressive cash management and investment policy will be pursued to take advantage of
investment interest as viable and material revenue to all operating and capital funds. The
City's portfolio shall be designed and managed in a manner responsive to the public trust
and consistent with state and federal law.
Investments shall be made with the primary considerations of:
· Preservation of capital and protection of principal
· Maintenance of sufficient liquidity to meet operating needs
· Security of City funds and investments
· Diversification of investments to avoid unreasonable or foreseeable
risks
· Maximization of return on the portfolio
SECTION 1
PURPOSE
City of University Park~ Texas - Investment Policy
1. Purpose
1. Authorization
This Policy is to be authorized by the City Council in accordance with
Section 5 of the Public Funds Investment Act (Chapter 2256, Texas
Government Code), which requires the adoption of a formal written
Investment Policy.
2. Goal
The primary goal of the City of University Park's Investment Policy shall
be to ensure the safety of all funds entrusted to the City; to maintain the
availability of those funds for the payment of all necessary obligations of
the City; and to provide for the investment of all funds, not immediately
required, in interest-bearing securities or pooled investment products. The
safety of the principal invested shall always be the primary concern.
3. Scope
This Investment Policy of the City of University Park shall include all
investment activities of any fund of the City, except for the Firemen's
Relief and Retirement Fund, which is covered by a separate policy. In
addition to this Policy, bond funds, including debt service and reserve
funds, shall be managed by their governing resolution and federal law,
including the Tax Reform Act of 1986 and subsequent legislation. City
funds will be pooled for investment purposes.
4. Review and Amendment
This Policy may be amended from time to time as the City Council may so
desire, or as State Law may require. This Policy, which includes strategies
for each fund or pooled fund group, shall be adopted by resolution, rule, or
ordinance by the City Council and shall be reviewed annually by the City
Council. The fact that the Investment Policy has been reviewed and that
any amendments have been made must be recorded by resolution, rule or
ordinance.
SECTION 2
INVESTMENT OBJECTIVES
City of University Park~ Texas - Investment Policy,
2. INVESTMENT OBJECTIVES
The City shall manage and invest its cash with four objectives, listed in order of
priority: Preservation and Safety of Principal; Liquidity; Yield; and Prudence. All
investments shall be designed and managed in a manner responsive to the public trust
and consistent with State and Local Law.
The City shall maintain a comprehensive cash management program that includes the
prudent investment of available cash. Cash management is defined as the process of
managing monies in order to increase cash availability and interest earnings on short-
term investment of idle cash.
1. Preservation and Safety of Principal
The primary objective of City investment activity is the preservation of
principal in the overall portfolio. Each investment transaction shall be
conducted in a manner designed to avoid principal losses, whether they are
from securities defaults or erosion of market value. The manner in' which
the City ensures safety of principal is presented in Section 4.2, "Ensuring
Safety of Principal."
2. Maintenance of Adequate Liquidity
The City investment portfolio shall be structured such that the City is able
to meet all obligations in a timely manner. Maintenance of adequate
liquidity is described in Section 4.3, "Ensuring Liquidity."
3. Return on Investments
Consistent with State law, the City shall seek to optimize return on
investments within the constraints of safety and liquidity. Investments
(excluding assets managed under separate investment programs, such as in
arbitrage restrictive programs) shall be made in permitted obligations at
yields equal to or greater than the bond equivalent yield on United States
Treasury obligations of comparable maturity. Other appropriate
performance measures will be established by the Investment Committee.
Specific policies regarding investment rate of return are presented in
Section 4.4, "Achieving Investment Return Objectives."
For bond issues to which Federal yield or arbitrage restrictions apply, the
primary objectives shall be to obtain satisfactory market yields and to
minimize the costs associated with investment of such funds.
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City of University Park~ Texas - Investment Policy
4. Prudence and Ethical Standards
The standard of prudence used by the City shall be the "pmdent person
rule" and shall be applied in the context of managing the overall portfolio
within the applicable legal constraints. The prudent person rule is restated
below:
"Investments shall be made with judgment and care, under
circumstances then prevailing, which persons of prudence,
discretion and intelligence would 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."
In determining whether the Investment Officer(s) or Investment Advisor
under contract has exercised prudence with respect to an investment
decision, the determination shall be made taking into consideration the
investment of all funds over which the Officer/Advisor had responsibility
rather than a consideration as to the prudence of a single investment, and
whether the investment decision was consistent with the written
Investment Policy of the City.
The Investment Officers, acting in accordance with written procedUres and
exercising due diligence, Shall not be held personally responsible for a
specific security's credit risk or market price changes, provided that these
deviations are reported immediately.
Specific policies describing the City's prudence and ethical standards are
found in Section 4.5, "Responsibility and Controls."
SECTION 3
INVESTMENT STRATEGY STATEMENT
City of University Park~ Texas - Investment Policy
3. INVESTMENT STRATEGY STATEMENT
The City maintains portfolios that utilize four specific investment strategy
considerations designed to address the unique characteristics of the fund groups
represented in the portfolios.
1. The Operating Funds
The investment strategy for operating funds has as its primary objective
the assurance 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 quality, short- to medium-term
securities. The dollar weighted average maturity shall be calculated in
accordance with GASB requirements. The weighted average matUrity of
operating funds shall not exceed 548 days. Securities may not be
purchased that have a final stated maturity date that exceeds five (5) years.
2. The Bond Debt Service Funds
The investment strategy for bond debt service fund(s) has as its primary
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 that exceeds the next unfunded bond
debt service payment date.
3. Bond Reserve Funds
The investment strategy for bond reserve fund(s) has as its 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. The stated final maturity dates of securities
held shall not exceed five (5) years.
City of University Park~ Texas - Investment Policy
4. Capital Projects Funds
The investment strategy for capital projects funds portfolios has as its
primary objective the assurance that anticipated cash flows are matched
with adequate investment liquidity. These portfolios should include at
least 10% 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.
To maximize the effective investment of assets, all funds needed for general
obligations may be pooled into one account for investment purposes. The income
derived from this account will be distributed to the various funds based on their
average balances on a periodic basis. Proceeds of bond issues shall not be pooled
with other assets of the City, but shall be maintained in the fund issuing the bonds
with interest earnings on these invested proceeds recorded directly to that fund.
SECTION 4
SPECIFIC INVESTMENT POLICIES
Ci,ty of University Park~ Texas - Investment Policy
4. SPECIFIC INVESTMENT POLICIES
1. Eligible Investments
Investments described below are those authorized by the Public Funds
Investment Act (Chapter 2256, Texas Government Code), as amended,
which is included and made a part of this Policy as Appendix A. The
following list may not contain all of those securities that are authorized by
state statutes, but only those that the City Council wishes to include in
their portfolios. The purchase of specific issues may at times be further
restricted or prohibited because of current market conditions. City funds
govemed by this Policy may be invested in:
1. obligations of the United States or its agencies and instrumentalities;
2. direct obligations of the State of Texas or its agencies;
other obligations, the principal and interest on which are
unconditionally guaranteed or insured by the State of Texas or the
United States or its agencies and instrumentalities.
obligations of states, agencies, counties, cities and other political
subdivisions of any state having been rated as to investment quality by
a nationally recognized investment rating fu'm and having received a
rating of not less than A or its equivalent.
fully collateralized direct repurchase agreements having a defined
termination date, secured by obligations described by subdivision 1 of
this subsection, pledged to the City, held in the City's name and
deposited at the time the investment is made with the City with a third
party selected and approved by the City, and placed through a primary
government securities dealer, as defined by the Federal Reserve, or a
financial institution doing business in Texas, and having a market
value (including accrued interest) of no less than the principal amotmt
of the funds disbursed;
6. certificates of deposit issued by state and national banks domiciled in
Texas that are:
1. guaranteed or insured by the Federal Deposit Insurance
Corporation, or its successor; or,
2. secured by obligations that are described by 1 - 4 above, which are
intended to include all direct federal agency or instrumentality
issues that have a market value of not less than the principal
.City of University Park~ Texas - Investment Policy
amount of the certificates or in any other manner and amount
provided by law for deposits of the City.
7. share certificates issued by state and federal credit unions domiciled in
Texas that are:
guaranteed or insured by the National Credit Union Share
Insurance Fund, or its successor; or,
secured by obligations that are described by 1 - 4 above, which are
intended to include all direct federal agency or instrumentality
issues that have a market value of not less than the principal
amount of the certificates or in any other manner and amount
provided by law for deposits of the City.
8. SEC-regulated, no-load money market mutual funds with a dollar-
weighted average stated portfolio maturity of 90 days or less and
whose investment objectives include seeking to maintain a stable net
asset value of $1 per share. No more than 15% of the City's average
fund balance may be invested in money market mutual funds, and the
City may not invest funds under its control in an amount that exceeds
10% of the total assets of any individual money market mutual fund.
9. Local government investment pools organized in accordance With the
Interlocal Cooperation Act (Chapter 791, Texas Government Act) as
amended, whose assets consist exclusively of the obligations that are
allowed as a direct investment for funds subject to the Public Funds
Investment Act (Chapter 2256, Texas Government Code). A public
funds investment pool must be continuously rated no lower than AAA,
AAA-m or at an equivalent rating by at least one nationally recognized
rating service.
Eligible investment pools must be authorized by the City Council, by
rule, order, ordinance, or resolution, as appropriate. The City Council
has approved the Texas Local Government Investment Pool
("TexPool"), administered by the Texas State Comptroller; the Local
Government Investment Cooperative ("LOGIC"), administered by
Southwest Securities Group, Inc; and the Lone Star Investment Pool
("Lone Star"), administered by the Texas Association of School
Boards.
Investments in collateralized mortgage obligations are strictly
prohibited. These securities are also disallowed for collateral
positions.
City of University Park~ Texas - Investment Policy,
The City will not be required to liquidate investments that were authorized
investments at the time of purchase.
2. Ensuring Safety of Principal
Ensuring safety is accomplished through protection of principal and
safekeeping.
1. Protection of Principal
The City shall seek to control the risk of loss due to the failure of a
security issuer or guarantor. Such risk shall be controlled by:
1. investing only in the safest types of securities as defined in the
Policy,
2. qualifying the broker/dealer and financial institution with
whom the City will transact,
3. collateralization as required by law,
4. portfolio diversification, and
5. limiting maturity.
Settlement of all investment transactions, except those transactions
involving investments in mutual funds or local govemment investment
pools, must be made on a delivery verSus payment basis. The purchase of
individual securities shall be executed "delivery versus payment" (DVP)
through the Federal Reserve System delivered to an authorized
safekeeping agent or "Trustee." By so doing, City funds are not released
until the City has received, through the Federal Reserve wire, the securities
purchased. The security shall be held in the name of the City by the
Trustee. The Trustee's records shall assure the notation of the City
ownership of or explicit claim on the securities. The original copy of the
safekeeping receipts shall be delivered to the City within twenty-four (24)
hours of the security's receipt by the Trustee.
1. Approved Broker/Dealers/Financial Institutions and Depositories
Investments shall only be made with those firms and institutions who
have acknowledged receipt and understanding of the City's Investment
Policy. The "qualified representative" of the business as defined in
Chapter 2256 of the Texas Government Code shall execute a written
certification to acknowledge receipt of the City's Investment Policy
and to acknowledge that the organization has implemented reasonable
procedures and controls to preclude imprudent investment activities
arising out of the investment transactions conducted between the entity
and the City. Should the City contract with an external investment
City of University Park, Texas - Investment Policy
advisor to execute the investment strategy, including the negotiation
and execution of investment transactions, a managing officer of the
investment advisory firm may sign the written certification in lieu of
the broker/dealer firms. This certification must be included as part of
the investment advisory contract.
Securities and certificates of deposit shall only be purchased from
those institutions included on the City's list of broker/dealers and
financial institutions as approved by the Investment Committee. All
securities dealers shall provide the City with references from other
public entities that they are currently serving. This list of approved
investment providers must be reviewed at least annually by the City's
Investment Committee and shall be recorded in the Committee's
meeting minutes. The City's Finance Advisory Committee shall
comprise the Investment Committee.
All state and national banks located in the State of Texas, which are
insured by the Federal Deposit Insurance Corporation (FDIC) are to be
considered as eligible depositories. The financial condition of the bank
shall be considered prior to establishing any accounts with that bank.
The Finance Advisory Committee shall review the bids submitted by
depository candidates and make a recommendation to the City Council
for final approval.
2. Master Repurchase Agreement
It is the policy of the City to require each issuer of repurchase
agreements to sign a copy of the City's Master Repurchase Agreement.
An executed copy of this agreement must be on file before the City
will enter into any repurchase agreement with an issuer. (See Appendix
B, "Master Repurchase Agreement".)
3. Collateralization
Consistent with the requirements of State law, the City requires all
bank deposits (including time deposits) to be federally insured or
collateralized with eligible securities. Financial institutions serving as
City Depositories will be required to sign an Agreement with the City
and its safekeeping agent for the collateral, perfecting the city's rights
to the collateral in case of default, bankruptcy or closure.
The City shall not accept, as depository collateral, any security that is
not specifically allowed to be held as a direct investment by the City
portfolio (see 4.1). Repurchase agreements must also be collateralized
in accordance with State law. Each issuer of repurchase agreements is
City of University Park~ Texas - Investment Policy
required to sign a copy of the City's Master Repurchase Agreement.
An executed copy of this agreement must be on file before the City
will enter into any repurchase agreements with an issuer. (See
Appendix B, "Master Repurchase Agreement".) The City considers
repurchase agreements to be simultaneous purchases and sales of
securities as outlined in the Master Repurchase Agreement and not as
collateralized loans. However, the underlying securities may be
referred to as "collateral."
Evidence of the pledged collateral shall be maintained by the Finance
Director or a third party financial institution. All collateral shall be
subject to inspection and audit by the Finance Director or the City
independent auditors.
(1) Allowable Collateral
1. Certificates of Deposit
Eligible securities for collateralization of certificates of
deposit are U.S. Treasury obligations and government
agency securities. The eligibility of specific issues may
. at times be restricted or prohibited because of current
market conditions.
2. Repurchase Agreements
Collateral underlying repurchase agreements is limited
to U.S. government and agency obligations, which are
eligible for wire transfer (i.e. book entry) to the City's
designated safekeeping agent through the Federal
Reserve System.
(2) Collateral Levels
Collateral is valued at current market plus interest accrued
through the date of valuation.
1. Certificates of Deposit
The market value of collateral pledged for certificates
of deposit must at all times be equal to or greater than
102% of the par value of the certificate of deposit plus
accrued interest, less the amount insured by the FDIC or
its successors. Investment in eligible pooled Certificate
of Deposit programs is authorized under this section.
City of University Park~ Texas - Investment Policy
2. Repurchase Agreements
The market value of collateral required to be pledged
for repurchase agreements shall be a percentage of the
par value of the agreement plus accrued interest and
shall be maintained at the following levels:
Collateral U.S. Treasury U.S. Government
Maturity Securities Agency
1 year or less 102 % 102 %
1 year to 5 years 102 % 103 %
Over 5 years 103 % 104 %
(3) Monitoring Collateral Adequacy
1. Certificates of Deposit
The City requires monthly reports with market values of
pledged securities from all financial institutions with which the
City has certificates of deposit. The City's Investment Officer
'will at least weekly monitor the adequacy of collateral.
2. Repurchase Agreements
Weekly monitoring by the City's Investment Officer of all
collateral underlying repurchase agreements is required. More
frequent monitoring may be necessary during periods of market
volatility.
(4) Margin Calls
1. Certificates of Deposit
If the collateral pledged for a certificate of dePosit falls below
the 102% of the deposit, plus accrued interest less FDIC
insurance, the institution will be notified by the City and will
be required to pledge additional securities no later than the end
of the next succeeding business day.
2. Repurchase Agreements
Cit~ of Universit~ Park~ Texas - Investment Policy
If the value of the collateral underlying a repurchase agreement
falls below the margin maintenance levels specified above, the
City will make a margin call unless the repurchase agreement is
scheduled to mature within five business days and the amount
is deemed to be immaterial.
(5) Collateral Substitution
Collateralized investments and certificates of deposit often require
substitution of collateral. Any broker or financial institution
requesting substitution must contact the Investment Officer(s) for
approval and settlement. The substituted collateral's value will be
calculated and substitution approved if its value is equal to or
greater than the required value (See 4.2.1.3.2.2). The Investment
Officer or must give immediate notification of the decision to the
bank or the safekeeping agent holding the collateral. Substitution is
allowable for all transactions, but should be limited, if possible, to
minimize potential, administrative problems and transfer expense.
The Investment Officer may limit substitution and assess
appropriate fees if substitution becomes excessive or abusive.
Collateral may be substituted only with the oral authorization of
the Investment Officer, followed by written confirmations within
24 hours.
(6) Collateral Reductions
Should the collateral's market value exceed the required amount,
any broker or financial institution may request approval from the
Investment Officer to reduce collateral. Collateral reductions may
be permitted only if the City's records indicate that the collateral's
market value exceeds the required amount. Written confirmations
of the collateral reduction should be received within 24 hours of
the Investment Officer's approval.
4. Portfolio Diversification
Risk of principal loss in the portfolio as a whole shall be minimized by
diversifying investment types according to the following limitations.
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,City of University Park~ Texas - Investment Policy
As discussed below, these limitations do not apply to bond proceeds.
Investment Type:
% of Portfolio
· U.S. Treasury Notes/Bonds/Bills 100%
· U.S. Agencies 60%
· Local Government Investment Pools 50%
· Repurchase Agreements 30%
· Certificates of Deposit 30%
· Money Market Mutual Funds 15%
It is the policy of the City to diversify its investment portfolio so that
reliance on any one issuer or broker will not place an undue financial
burden on the City. Generally, the City should limit its repurchase
agreement exposure with a single firm to no more than 15% of the
value of the City's overall portfolio. To allow efficient and effective
placement of proceeds from any bond sales, these limits may be
exceeded for a maximum of five business days following the receipt of
bond proceeds.
(1) Bond Proceeds
Proceeds of a single bond issue may be invested in a single security
or investment if the Investment Committee determines that such an
investment is necessary to comply with Federal arbitrage
restrictions or to facilitate arbitrage record keeping and calculation.
5. Limiting Maturity
In order to minimize risk of loss due to interest rate fluctuations,
investment maturities will not exceed the anticipated cash flow
requirements of the funds. Maturity guidelines by funds are as follows:
(1) Operating Funds
The dollar weighted average days to final stated maturity shall be
548 days or less. The Investment Officer will monitor the maturity
level and make changes as appropriate.
(2) Bond Proceeds, Bond Reserves, Debt Service Funds
The investment maturity of bond proceeds (including reserves and
debt service funds) shall be determined considering:
1. the anticipated cash flow requirements of the funds, and;
· 13
Ci,ty of University Park~ Texas - Investment Policy
the "temporary period" as defined by Federal tax law
during which time bond proceeds may be invested at an
unrestricted yield. After the expiration of the temporary
period, bond proceeds subject to yield restriction shall be
invested considering the anticipated cash flow requirements
of the funds.
3. Safekeeping
1. Safekeeping Agreement
The City shall contract with a bank or banks for the safekeeping of
securities either owned by the City as a part of its investment portfolio
or held as collateral to secure certificates of deposits or repurchase
agreements. The Safekeeping Agreement shall clearly define the
procedural steps for gaining access to the collateral should the City
determine that the City funds are in jeopardy. The safekeeping
institution, or Trustee, shall hold all aforementioned securities in an
account at the Federal Reserve Bank that specifies City ownership of
the account. The Safekeeping Agreement shall include the signatures
of authorized representatives of the City, the firm pledging the
collateral and the Trustee.
2. Safekeeping of Certificate of Deposit Collateral
All collateral securing certificates of deposit must be held by a third
party banking institution approved by the City, or collateral may be
held at the Federal Reserve Bank. The City's ownership in collateral
positions must be fully perfected.
3. Safekeeping of Repurchase Agreement Collateral
The securities that serve as collateral for repurchase agreements with
dealers must be delivered to a third-party custodian with which the
City has established a third-party safekeeping agreement. The City's
ownership of all securities that serve as collateral for repurchase
agreements must be fully perfected.
3. Ensuring Liquidity
Liquidity shall be achieved by matching investment maturities with forecasted
cash flow requirements, by investing in securities with active secondary
markets, and by investing in eligible money market mutual funds (MMMF's)
and local government investment pools (LGIP's).
14
.Ci ,ty of Universi ,ty Park~ Texas - Investment Policy
A security may be liquidated to meet unanticipated cash requirements, to re-
deploy cash into other investments expected to outperform current holdings,
or to otherwise adjust the portfolio.
4. Achieving Investment Return Objectives
Investment selection for all funds shall be based on legality, appropriateness,
liquidity, and risk/return considerations. The portfolios may be actively
managed to enhance overall interest income. Active management will take
place within the context of the "Prudent Person Rule." (see Section 2.4).
1. Securities Swaps
The City may take advantage of security swap opportunities to improve
portfolio yield. A swap which improves portfolio yield may be selected
even if the transaction results in an accounting loss.
2. Competitive Bidding
It is the policy of the City to require competitive bidding for all individual
security purchases except for those transactions with money market mutual
funds (MMMFs) and local govermnent investment pools (LGIP's) which
are deemed to be made at prevailing market rates, and for government
securities purchased at issue through a primary dealer at auction price.
Rather than relying solely on yield, investment in MMMFs and LGIP's
shall be based on criteria determined by the Investment Committee,
including adherence to Securities and Exchange Commission (SEC)
guidelines for MMMFs when appropriate.
At least three bidders must be contacted in all transactions involving
individual securities. Competitive bidding for security swaps is also
required. Bids may be solicited in any manner provided by law. For those
situations where it may be impractical or unreasonable to receive three
bids for a transaction due to a rapidly changing market environment or to
secondary market availability, documentation of a competitive market
survey of comparable securities or an explanation of the specific
circumstance must be included with .the transaction bid sheet. All bids
received must be documented and filed for auditing purposes.
3. Methods of Monitoring Market Price
The methods/sources to be used to monitor the price of investments that
have been acquired with public funds shall be from sources deemed
reliable by the Investment Officer, including primary or regional
broker/dealers, established financial institutions providing portfolio
management/accounting services, financial publications, such as the Wall
City of University Park~ Texas - Investment Policy
Street Journal, market information vendors such as Bloomberg or Telerate
and market pricing services.
4. Benchmark Rate of Return
As a general guideline, the City's cash management portfolio shall be
designed with the objective of regularly meeting the average return on
three-month U.S. Treasury Bills, or the average rate of 90-day Certificates
of Deposit. These indices are considered benchmarks for risk-free
investment transactions and therefore comprise a standard for the
portfolio's rate of return. Additional benchmarks may be developed and
recommended by the Investment Committee and used as a comparative
performance measures for the portfolio. Additional benchmarks that may
be considered for targeting by the Investment Committee include the
Constant Maturity Treasury Bill with the maturity that most closely
matches the weighted average maturity of the portfolio or a more
customized index made up of blended Merrill Lynch Treasury/Agency
indices.
The investment program shall seek to augment rates of return above this
threshold, consistent with legal restrictions and prudent investment
principles. In a diversified portfolio, measured losses are inevitable and
must be considered within the context of the overall portfolio.
5. Responsibility and Control
1. Authority to Invest
Authority to manage the City investment program is derived from a
resolution of the City. Those authorized by said resolution are designated
as Investment Officers of the City, and, in conjunction with the Investment
Committee, are responsible for investment decisions and activities. The
City reserves the right to contract with an external investment advisory
firm to manage the investment assets, and the resulting resolution will
grant investment authorization to the contracted firm. The Finance
Director shall establish written procedures for the operation of the
investment program consistent with this Investment Policy.
2. Bonding requirements/Standard of care
Each of the authorized investment officers shall be a bonded employee.
All participants in the investment process shall act responsibly as
custodians of the public trust and shall exercise the judgment and care,
under prevailing circumstances, that a prudent person would exercise in
the management of the person's own affairs.
City of University Parlq Texas - Investment Policy
3. Establishment of Internal Controls
The Finance Director is responsible for establishing and maintaining an
internal control structure designed to ensure that the assets of the entity are
protected from loss, theft or misuse. The internal control structure shall be
designed to provide reasonable assurance that the objectives are met. The
concept of reasonable assurance recognizes that (1) the cost of a control
should not exceed the benefits likely to be derived; and (2) the valuation of
costs and benefits requires estimates and judgments by management.
4. Standard of Ethics
City staff involved in the investment process shall refrain from personal
business activity that could conflict with proper execution of the
investment program, or which could impair the ability to make impartial
investment decisions.
City staff shall disclose to the City any material interests in financial
institutions that conduct business with the City, and they shall further
disclose positions that could be related to the performance of the City
portfoli°. City staff shall subordinate their personal financial transactions
to those of the city, particularly with regard to the timing of purchases and
sales. '
An investment officer of the City who has a personal business relationship
with an organization seeking to sell an investment to the City shall file a
statement disclosing that personal business interest. An investment officer
who is related within the second degree by affinity or consanguinity to an
individual seeking to sell an investment to the City shall file a statement
disclosing that relationship. A statement required under this subsection
must be filed with the Texas Ethics Commission and the governing body
of the City.
5. Training and Education
In accordance with the Public Funds Investment Act (Chapter 2256, Texas
Government Code), the designated Investment Officers, or those personnel
authorized to execute investment transactions, must attend periodic
investment training. State law requires that training relating to investment
responsibilities must be provided by an independent source as approved by
the Investment Committee. Personnel authorized to execute or approve
investment transactions must receive at least 10 hours of investment
training within each two-year period. Newly appointed investment officers
must attain at least 10 hours of instruction relating to the officer's
City of Universi ,ty Park~ Texas - Investment Policy
responsibility under the Act within 12 months after assuming investment
duties.
6. Investment Committee
An Investment Committee that is comprised of the membership of the
Finance Advisory Committee shall be established to determine
investment guidelines, general strategies, and monitor performance.
The Committee shall meet quarterly to review performance, strategy
and procedures. The Investment Committee shall include in its
deliberation such topics as: performance reports, economic outlook,
portfolio diversification, maturity structure, potential risk to the City
funds, authorized brokers and dealers, and the target rate of return on
the investment portfolio.
Reporting
Investment performance is continually monitored and evaluated by the
Finance Director. The Investment Officer(s) will provide detailed reports, as
required by the Public Funds Investment Act (Chapter 2256, Texas
Government Code, Section 2256.023) for the City on a quarterly basis.
The Finance Director shall submit a quarterly investment report signed by the
investment officers that summarizes current market conditions, economic
developments and anticipated investment conditions. The report shall
sUmmariZe' investment strategies employed in the most recent quarter, and
describe the portfolio in terms of investment securities, maturities, risk
characteristics and shall explain the total investment remm for the quarter.
The report will outline conformance to the restrictions of the Policy in the area
of diversification and term of maturity. The report will also compare the
performance of City's portfolio to appropriate benchmarks as determined by
the Investment Committee. The report shall summarize current market
conditions, economic developments and anticipated investment conditions.
The report shall also summarize investment strategies employed in the most
recent quarter, and describe the portfolio in terms of investment securities,
maturities and risk characteristics.
Within 60 days of the end of the fiscal year, the Finance Director or the
Investment Advisory firm shall present an annual report on the investment
program and investment activity. The report may be presented as a component
of the fourth quarter report to the City.
The quarterly investment report shall include a succinct management summary
that provides a clear picture of the status of the current investment portfolio
and transactions made over the last quarter. This management summary will
City of University Park~ Texas - Investment Policy
be prepared in a manner which will allow the City to ascertain whether
investment activities during the reporting period have conformed to the
Investment Policy. The report will include the following:
1. A listing of individual securities held at the end of the reporting period.
Unrealized gains or losses resulting from appreciation or depreciation
by listing the beginning and ending book and market value of
securities for the period.
3. Additions and changes to the market value during the period.
4. Average weighted yield to maturity or total return performance of the
portfolio on entity investments as compared to applicable benchmarks.
5. Listing of investments by maturity date.
6. The percentage of the total portfolio which each type of investment
represents.
7. Statement of compliance of the City investment portfolio with State
Law and the investment strategy and policy approved by the City.
7. Compliance Audit
In conjunction with its annual financial audit, the City shall perform a
compliance audit of management controls on investments and adherence to the
City's established Investment Policies. The results of the audit shall be
reported to the Investment Committee and the governing body of the City.
8. Certification
A copy of this Investment Policy will be provided to the senior management
of any bank, dealer, broker or investment advisor wishing to transact
investment business directly with the City in order that it is apprised of the
investment goals of the City. Before business is transacted with the firm, a
certification (Appendix C) must be signed by a senior member of a firm.
Should the City contract with an external investment advisor to execute the
entity's investment strategy, including the negotiation and execution of
investment transactions, a managing officer of the investment advisory firm
may sign the written certification in lieu of the broker/dealer firms. This
certification must be included as part of the investment advisory contract.
City of University Park~ Texas - Investment Policy
5. ADOPTING CLAUSE
This Investment Policy for the City of University Park, Texas is hereby adopted as of
the 20th day of August, 2003.
· 48
SECTION 5
ADOPTING CLAUSE
RESOLUTION NO. 03-12
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING THE 2003 APPRAISAL ROLL OF THE DALLAS
CENTRAL APPRAISAL DISTRICT FOR THE CITY; AND PROVIDING AN
EFFECTIVE DATE. ~
WHEREAS, the City's assessor and collector of taxes has submitted to the City
Council the 2003 tax appraisal roll compiled by the Dallas Central Appraisal District; and
WHEREAS, the City Council is of the opinion that the 2003 appraisal roll should
be approved and adopted;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF UNIVERSITY PARK, TEXAS:
SECTION 1. That the 2003 appraisal roll for the City of University Park, as
presented by the Dallas Central Appraisal District, be, and the same is hereby, approved
and adopted in all respects showing a total appraised property value of $4,950,370,340,
new property added to the tax roll of a taxable value of $90,559,748, and a total taxable
value of property, after exemptions, for 2003 of $3,769,405,331.
SECTION 2. This Resolution shall take effect immediately from and after its
passage, and it is accordingly so resolved.
DULY PASSED by the City Council of the City of University Park, Texas, on the
20THday of AUGUST ,2003.
APPROVED AS TO FORM:
CITY ATTORNEY
HAROLD PEEK, MAYOR
ATTEST:
N I(N~.~,~,LS~O'~, CITVSEcRd~3TARY
/
49776
RESOLUTION NO. 03-13
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS,
AUTHORIZING THE CITY MANAGER OR HIS DESIGNEE TO EXECUTE
AN ELECTRIC SUPPLY AGREEMENT PURSUANT TO THE CONTRACT
TO BE SIGNED BY CITIES AGGREGATION POWER PROJECT, INC. FOR
DELIVERIES OF ELECTRICITY EFFECTIVE JANUARY 1, 2004;
AUTHORIZING ELIGIBLE DESIGNEES TO INCLUDE THE CHAIRMAN OF
CAPP
WHEREAS,
the City of University Park, Texas (City) is a member of Cities
Aggregation Power Project, Inc. (CAPP), a nonprofit political subdivision
corporation dedicated to securing electric power for its more than 80
members in the competitive retail market; and
WHEREAS,
WHEREAS,
CAPP negotiated favorable contract terms and a reasonable commodity
price for delivered electricity in 2002 and 2003 for its members; and
CAPP anticipates preserving current contract terms and achieving
commodity prices in a contract for a 12 to 24 month period effective
January 1, 2004 that continue to produce savings over the regulated price
to beat (PTB); and
WHEREAS,
WHEREAS,
CAPP believes that the pricing opportunity window for favofable 2004-
2005 deliveries will be short-lived (in the October to mid-November time
period) and that CAPP members must be able to commit contractually to
prices within a 24-hour period in order to lock-in favorable prices; and
experiences in contracting for 2002-2003 demonstrated that Retail Electric
Providers demand immediate response to an offer and may penalize delay
with higher prices; and
WHEREAS,
WHEREAS,
WHEREAS,
the deregulated electric market is complex, likely to penalize those
unaware of its transmission constraints and likely to reward those who can
improve the size and shape of the particular load to be served and the City
benefits from jointly shared experience and collective purchasing power
through CAPP; and
it is necessary for the City to contract for a supply of electricity for 2004
or at least partially revert to PTB rates; and
CAPP's current delivered energy prices provide savings when measured
against PTB, and PTB rates likely will continue to remain higher than
prices CAPP can achieve on behalf of the City.
18 i 3~}0~mac~oth03082 i grog
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
That the City Manager or his designee is hereby authorized to sign an electric power
agreement pursuant to the contract approved and recommended by the CAPP Board of Directors
within 24 hours of said approval and recommendation. The designee may include the Chairman
of CAPP. The contract may be for a 12 to 24 month time frame.
II.
A copy of the resolution shall be sent to Mary Bunkley with the City Attorney's office in
Arlington and Geoffrey M. Gay, legal counsel to CAPP, before October 8, 2003.
PRESENTED AND PASSED on this 17th day of September, 2003, by a vote of 5
ayes and __ Park,
Texas.
0 nays at a regular meeting of the City Council of the City//~ University
Mayor
ATTEST:
I 813~O0~nac~oth030821 grog
RESOLUTION NO. 03-14
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, ADOPTING A RETIREE HEALTH SAVINGS PLAN; AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City of University Park has employees rendering valuable services; and
WHEREAS, the establishment of a retiree health savings plan for such employees serves
the interests of the City of University Park by enabling it to provide reasonable security regarding
such employees' health needs during retirement, by providing increased flexibility in its
personnel management system, and by assisting in the attraction and retention of competent
personnel; and
WHEREAS, the City of University Park has determined that the establishment of the
retiree health savings plan (the "Plan") serves the above objectives;
NOW, THEREFORE BE IT RESOLVED, that the City of University Park hereby
adopts the Plan in the form of the ICMA Retirement Corporation's VantageCare Retirement
Health Savings program, attached hereto.
BE IT FURTHER RESOLVED, that the assets of the Plan shall be held in trust, with
Investors Bankers Trust Company (IBT) serving as trustee, for the exclusive benefit of Plan
participants and their beneficiaries, and the assets of the Plan shall not be diverted to any other
purpose prior to the satisfaction of all liabilities of the Plan. The City of University Park has
executed the Declaration of Trust of the City of University Park Integral Part Trust in the form of
the model trust made available by the ICMA Retirement Corporation.
BE IT FURTHER RESOLVED that the Director of Human Resources shall be the
coordinator and contact for the Plan and shall receive necessary reports and notices.
DULY PASSED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS, on the 11m day of November, 2003.
APPROVED:
APPROVED AS TO Ft~IRM~, tx tr~
CITY ATTORNEY
W. RICHARD DAVIS
MAYOR PRO TEMPORE
W[~L~I~~E TARY
EMPLOYER VANTAGECARE RETIREMENT HEALTH
SAVINGS (RHS) PLAN ADOPTION AGREEMENT
Plan Number: 8
Ef ,yer Retirement Health Savings Plan Name: CITY OF UNIVERSITY PARK
.~ Employer Name: CITY OF UNIVERSITY PARK State: TEXAS
Il. The Employer hereby attests that it is a unit of a state or local government or an agency or instrumentality of
one or more units of a state or local government.
III. The Effective Date of the Plan: 01/01/04
IV. The Employer intends to utilize the Trust to fund only welfare benefits pursuant to the following welfare ben-
efit plan(s) established by the Employer:
RETIREE MEDICAL AND DENTAL EXPENSE REIMBURSEMENT PLAN
V. Eligible Groups and Participant Eligibility Requirements
A. The following group or groups of Employees are eligible to participate in the VantageCare Retirement Health
Savings Plan:
X
All Employees
All Full-Time Employees
Non-Union Employees
Public Safety Employees -- Police
Public Safety Employees -- Firefighters
General Employees
Collectively-Bargained Employees (Specify unit)
Other (specify below)
The group specified must correspond to a group of the same designation that is defined in the statutes, ordi-
nances, rules, regulations, personnel manuals or other material in effect in the state or locality of the Employer.
If this box is checked, in lieu of mandatory participation, the Employer provides for a one-time irrevoca-
ble election by eligible Employees to participate in RHS. Until such time as the election is made, the
Employee shall not participate in the Plan or receive contributions pursuant to Section VI.
Newly eligible Employees shall be provided an election window of 60 days (no more than 60
calendar days) from the date of initial eligibility during which they may make the election to participate.
Participation may begin no earlier than the calendar month following the end of the election window.
If the Employee does not make the election in the year of initial eligibility, the election to participate may-
be made in a later year. An annual election window of 60 days (no more than 60 calendar
days) shall be provided during which the election may be made. The election window shall run from
NOV. 1 to DEC. 31 (insert your annual time frame for the election window, e.g. October I to
November 29). Participation may begin no earlier than the calendar year following the year of the elec-
tion.
Once made, the election is irrevocable and may not be revoked while the participant is a member of the
group covered by the RHS plan.
If ti ~ployer's underlying welfare benefit plan or funding under this VantageCare Retirement Health Savings
I ,o in whole or part a non-collectively bargained, self-insured plan, the nondiscrimination requirements of
Imernal Revenue Code (IRC) Section 105(h) will apply. These rules may impose taxation on the benefits received
11
by highly compensated Employees if the Plan discriminates in favor of highly compensated Employees in terms
of eligibility or benefits. The Employer should discuss these rules with appropriate counsel.
B, Participant Eligibility
Minimum period of service required for participation is N2'A (write N/A if an Employee is eligible to partici~
~te or to elect to participate immediately upon employment).
2. Minimum age required for eligibility to participate isN/A (write N/A if no minimum age is required).
VI.Contribution Sources and Amounts
A. Mandatory Contributions
~ 1. Direct Employer Contributions
The Employer shall contribute on behalf of each Participant__
Year.
% of earnings or $
for the Plan
Definition of earnings:
Accrued Sick Leave*
Accrued Vacation*
Other* (describe)
"1 2. Mandatory Leave Contributions
The Employer will make mandatory contributions of leave as follows:
:-~ Yes ~1 No
~1 Yes [~1 No
[~Yes [~ No
* Please provide the formula for determining the Accrued Leave contribution:
An Employee shall not have the right to discontinue or vary the rate of annual leave contributions.
_--I 3. Mandatory Employee Compensation Contributions
The Employer will make mandatOry contributions of Employee compensation as follows:
_--i_ Reduction in Salary - % of earnings (as defined in VI.A.1.) or $ will be
contributed for the Plan Year.
Decreased Merit or Pay Plan Adjustment - All or a portion of the Employees' annual merit
or pay plan adjustment will be contributed as follows:
An Employee shall not have the right to discontinue or vary the rate of mandatory contributions of
Employee compensation.
12
B. Elective Contributions ' '
1. Elective Pre-Tax Contributions
- .mployer will permit each Employee to make the following eleCtiOns to make pre-tax
,ntributions to the Plan:
[~1 a. Irrevocable Election for Pre-Tax Contributions from Compensation: A one-time, irrevocable election of
the amount of Employer contributions of compensation made on his or her behalf.
The Employer limits the amount elected to either a fixed percentage or a range of percentage,s of an
Employee's earnings
I % of earnings (as defined in VI.A.1.) or up to '25 .% of earnings (as defined in
VI.A.1) for the Plan Year.
Newly eligible Employees shall be provided an election window of 60 days (no more than 60)
from the date of initial eligibility during which they may make the election to contribute. Contributions
may begin no earlier than the calendar month following the end of the election window.
If the Employee does not make the election in th'e year of initial eligibility, the election to contribute may
be made in a later year. An annual election window of 60 days (no more than 60) shall be
provided during which the election may be made. The election window shall run from NO¥ i to
DF.C o 31 (insert your annual time frame for the election window). Contributions may begin no ear-
lier than the calendar year following the year of the election.
Once made, the election is irrevocable and may not be revoked.
~l b. Irrevocable Election for Pre-Ta, x Contributions of Accrued Leave: A one-time, irrevocable election of~
the amount of employer contributions of Employee accrued
~1 sick I~ vacation ~ othegOHPENSATORT[describe) leave made on his or her behalf.
'TIME
[~ Yes [~1 No
The Employer limits the amount elected as shown below:
uP TO 100%
Newly eligible Employees shall be provided an election window of 60 days (no ~ore than 60
calendar days) from the date of initial eligibility during which they may make the election to contribute.
Contributions may begin no earlier than the calendar month following the end of the election window.
If the Employee does not make the election in the year of initial eligibility, the election to contribute may
be made in a later year. An annual election window of 60 days (no more than 60 calendar
days) shall be provided during which the election may be made. The election window shall run from
NOV. 1 to DEC. 31 (insert your annual time frame fOr the election window). Contributions may
begin no earlier than the calendar year following the ye~r'ofthe election.
Once made, the election is irrevocable and m'ay not be revoked.
c. Annual Prospective Election for Pre-Tax Contributions o[I, eave: An annual, irrevocable election to
have his or her I~ sick ~1 vacation [~1 other. (describe) leave to be accrued in the next
calendar year contributed to the Plan on his or her behalf.
13
The Employer limits t
Contributions of future leave accrual.,
I~1 as earned [~1 at,the end of-the ca'ie!
The election to contribute must be.made in th(
begin. Once made, the election shall apPly to-,,
revoked by the Employee on an annual b'asiS.
year in' which contributions arb to
,ears unlesS otherwise revised or '
An annual election window of days (no more than 60 calendar days) is provided during which eligible
Employees may make the election to contribute. The~election window shall run from to ,
(insert your annual time frame for the electi0ni~wi~ ~,?;i:.~,~,~,:.:?. · ~
In adopting section a, b, and/or c, the EmploYer ~e'~'t~'~t the Internaj;Revenue SerVice has not
ruled on irrevocable election contributiOhs, i'~"a'~:':~'~!~'~q!~i iCMA;I~C 6~S,obtAined,the advice o~
counsel that such contributions are allowabi'b Un'~i'~'~¢~'~'it:i~'hs outlined in;this AdoPtion Agreemedt. The
Employer should discuss this issue with appropriate counsel.
2. Voluntary After-Tax Contributions ....
Each Employee may contribute up to 2_5 .% of eamings.:(a,s;defined-in VI.A. 1.) ors for the Plan Ye'ar on
a voluntary after-tax basis. In no event may agg~'~ega{~?E'~l~i~e,~,~'i~'untary after-taXcontributions exceed 25%
of total contributions in any Plan Year
An Employee shall have the right to discontinue or vary the rate of elective after-tax contributions of Employee
earnings.
By adopting this section, the Employer acknowledge~th~t~elnternal Revenue' Se~me has-declined to rul~ on
,ployee after tax contributions in an integral pa~ trUst.'. ~[~t~A-RC?as obtained-the advice °f counsel that such
~ontributions are allowable in an insubstantial am'0U~'(i~?~'~[e than 25% of t~tal contributiOns in any~ an
Year). The Employer should d~scuss th~s, ~ssue:~t~p~[gpaate~counsel
C. Limits on Total Contributions
The total contribution on behalf of each Participant (including both Mandatory and Elective
Contributions) for each Plan Year shall not exceed the following limit(s):
% of earnings (as defined in VI.A.1.).
~-I There is no Plan-defined limit on the percentage or dollar amount of earnings that may
be contributed.
Limits on individual contribution types are defined within the appropriate section above.
See Section V.A. for a discussion of nondiscrimination rules that may apply to non-collectively bargained self-
insured Plans.
14
VII. Vesting Schedule
A. The account is 100% vested at all times, unless specified otherwise in B. below.
The following vesting schedule applies to Direct Employer Contributions outlined in VI.A.I:
Years of
Service
Completed
Specified
Percent
Vesting
%
%
%
%
%
%
%
%
%
C. The account will become 100% vested upon the death, disability, retirement, or attainment of
benefit eligibility by a Participant.
Definition of retirement: RETIREMENT FROM EITHER TE×AS MUNICIPAL
RETIREMENT SYSTEM OR FIREMENS RELIEF AND RETIREMENT FUND
D. Any period of service by a Participant prior to a rehire of the Participant by the Employer shall not
count toward the vesting schedule outlined in B. above.
VIII. Forfeiture Provisions
Upon separation from the service of the Employer or upon reversion to the Trust of a Participant's account
asoots remaining upon the participant's death (as outlined in Section XI), a Participant's non-vested funds shall:
Remain in the Trust to be reallocated among all Plan Participant's as Direct Employer Contributions for
the next and succeeding contribution cycle(s).
Remain in the Trust to be reallocated on an equal dollar basis among all Plan Participants.
Remain in the Trust to be reallocated among all Plan Participants based upon Participant account bal-
ances.
Revert to the Employer.
In the case of separation from service, the Participant's non-vested funds shall be applied as shown above. In the
case of reversion due to the Participant's death under Section XI, the remaining account'assets shall be applied
as shown above.
IX. Eligibility Requirements to Receive Medical Benefit Payments from the VantageCare Retirement Health
Savings Plan
A. A Participant is eligible to receive benefits:
X
At retirement only (as defined in Section VlI.C.)
At separation from service with the following restrictions
At age only
At retirement and age
At retirement or age
15
B. Termination prior to general benefit eligibility: A Participant who separates from the service of the Employer
prior to attaining benefit eligibility as outlined in Section IX.A. or C. will be eligible to receive benefits:
Immediately upon separation from service.
At age
C. A Participant who dies or becomes totally and permanently disabled (as defined by the Social Security
Administration) will become immediately eligible to receive medical benefit payments from his/her VantageCare
Retirement Health Savings Plan account.
X. Permissible Medical Benefit Payments
Benefits eligible for payment consist of:
A. × All Medical Expenses eligible under IRC Section 213' other than direct long-term care
expenses, OR
B. The following Medical Expenses (select only the expenses you wish to cover under the
VantageCare Retirement Health Savings Plan):
Medical Insurance Premiums
Medical Out-of-Pocket Expenses*
Medicare Part B Insurance Premiums
Medicare Supplement Insurance Premiums
COBRA Premiums
Dental Insurance Premiums
Dental Out-of-Pocket Expenses*
Long Term Care Insurance Premiums
Other (Must be eligible under IRC Section 213)*
* See Section V.A. for a discussion of nondiscrimination rules which may apply to non-collectively bargained,
self-insured Plans.
Xl. Death Benefit
In the event of a Participant's death, the following shall apply:
Account Transfer: The surviving spouse and/or surviving eligible dependents (as defined in Section XllI.F.) of the
deceased Participant are immediately eligible to maintain the account and utilize it to fund eligible medical bene-
fits specified in Section X above.
Upon notification of a Participant's death, the Participant's account balance will be transferred into the
Vantagepoint Money Market Fund*. The account balance may be reallocated by the surviving spouse or
dependents.
* Please read the current prospectus carefully prior to investing. An investment in this fund is neither insured
nor guaranteed and there can be no assurance that the Fund will be able to maintain a stable net asset value of
$1.00 per share. Vantagepoint Mutual Funds are distributed by ICMA-RC Services, LLC, a controlled affiliate of
ICMA Retirement Corporation. Member NASD/SlPC.
If a Participant's account balance has not been fully utilized upon the death of the eligible spouse, the account
balance may continue to be utilized to pay benefits of eligible dependents. Upon the death of all eligible depend-
ents, the balance will be available for medical benefits for the designated beneficiary of the last dependent or
· 'oouse to die. Assets remaining upon the death of a designated beneficiary shall be available for medical bene-
J of the beneficiary's designated beneficiary. If there is no living beneficiary(les), the account will revert to the
r'lan to be applied as specified in Section VIII.
16
There will be no elective withholding of federal, state, or local taxes for medical benefit payments to the
Participant's spouse's or dependent's designated beneficiary(les).
If there are no living spouse or dependents at the time of death of the Participant, the account will be available
fo- edical benefits for the designated beneficiary(les) of the Participant. Assets remaining upon the death of all
~ated beneficiaries shall be available for medical benefits of the beneficiary's beneficiary. If there is no liv-
~ beneficiary(les), the account will revert to the Plan to be applied as specified in Section VIII.
There will be no elective withholding of federal, state, or local taxes for medical benefit payments to the
Participant's beneficiary(les) or any beneficiary's beneficiary.
XlI. De Minimis Accounts
Upon separation from the service of the Employer prior to a Participant becoming eligible for medical benefits
from a VantageCare Retirement Health Savings Plan account, Participant accounts that are considered de min-
imis as specified below will be paid to the Participant.
The de minimis account value shall be $5,000 or less.
The de minimis account value shall be $
$5,000) or less.
.(insert dollar amount between $0 and
The Plan shall not allow de minimis account distributions.
Xlll, The Plan will operate according to the following provisions:
A. Employer Responsibilities
1. The Employer will submit all VantageCare Retirement Health Savings Plan contribution
data via electronic submission.
~- 2. Participant status updates and/or changes or personal information updates and/or changes (Participants'
termination dates, Participants' benefit eligibility dates, etc.') will be provided via electronic submission.
B. Participant account administration fees will be paid through the redemption of Participant account shares,
unless agreed upon otherwise in the Administrative Services Agreement.
C. Employer plan fees will be paid by the Employer as outlined in the Administrative Services Agreement.
D. Assignment of benefits is not permitted.
E. Payments to an alternate payee (payee other than a Participant) are not permitted with the exception of reim-
bursement of health insurance premiums to the Employer.
F. An eligible dependent is the Participant's lawful spouse and any other individual who is a person described in
IRC Section 152(a).
G. The Employer will be responsible for withholding, reporting and remitting any applicable taxes, as outlined
in the VantageCare Retirement Health Savings Plan Employer Manual.
XlV. The Employer hereby acknowledges it understands that failure to properly fill out this Employer
VantageCare Retirement Health Savings Plan Adoption Agreement may result in the loss of tax exemption of the
Trust and/or loss of tax-deferred status for Employer contributions.
17
EMPLOYER
By:
Title:
-~ttest:
Accepted: Vantagepoint Transfer Agents, LLC
Corporate Treasurer
18
RESOLUTION NO. 03-15
A RESOLUTION OF THE CITY OF UNIVERSITY PARK, TEXAS APPOINTING AN
OFFICIAL PUBLIC NEWSPAPER FOR THE PUBLICATION OF ORDINANCES,
LEGAL NOTICES, AND ADVERTISEMENTS.
WHEREAS, Chapter 13, Section 13.04 of the Charter of the City of University Park, Texas
authorizes the Council to designate by resolution a newspaper of general circulation in the City
as the official newspaper; and
WHEREAS, on February 21, 2001, the Council designated The Park Cities People as the official
public newspaper for the City, based on a bid of "no cost" for the publication of all City
ordinances, legal notices, and advertisements; and
WHEREAS, effective December 15, 2003, The Park Cities People will no longer provide
publication of City ordinances, legal notices, and advertisements at "no cost;" and
WHEREAS, The Park Cities News continues to provide publication of all City ordinances, legal
notices, and advertisements for the City at "no cost;" and
WHEREAS, the City Council has determined that it is in the best interest of the City and its
citizens for The Park Cities News to be the City's official newspaper;
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of University Park,
Texas, that effective immediately The Park Cities News is hereby appointed as the official public
newspaper for the City.
PASSED AND APPROVED by the City Council of the City of University Park on this the 9th
day of December 2003.
APPROVED AS TO FORM:
Robert L. Dillard, III
City Attorney
Harold F. Peek \
Mayor
ATTEST:
City Secretary
RESOLUTION NO. 03-16
A RESOLUTION OF THE CITY OF UNIXmRSlT¥ PAR~DALLAS COUNTY, TEXAS, CASTING ITS
VOTE FOR THE FOURTH MEMBER OF THE BOARD OF DIRECTORS OF THE DALLAS
CENTRAL APPRAISAL DISTRICT.
WHEREAS, Dallas County eligible taxing entities have expressed and approved an option which
allows for representation to the Appraisal District Board of Directors (in accordance with Section 6.03 of
the Texas Property Tax Code) as follows:
1. The City of Dallas shall appoint one (1) member to the Board.
2. The Dallas Independent School District shall appoint one (1) member to the Board.
The Dallas County Commissioners Court shall appoint one (1) member to the Board. The
member appointed by the Dallas County Commissioners Court shall not be a resident of
either the City of Dallas or the Dallas Independent School District.
Each of the incorporated cities and towns, except for the City of Dallas, shall have the right
to nominate by an official resolution one (t) candidate as the fourth member of the Board of
Directors. The said cities and towns shall, from the nominations received, elect by a
majority vote, with each city and town being entitled to one (1) vote, the fourth member of
the Board of Directors.
Each of the independent school districts, except for the Dallas Independent School District,
shall have the right to nominate by an official resolution one (1) candidate as the fifth
member of the Board of Directors. The said independent school districts shall, from the
nominations received, elect by a [najority vote, with each independent school district being
entitled to one (1) vote, the fifth member of the Board of Directors.
The votes required for election to the Board of Directors in 4 and 5 hereof shall be by a majority of
those authorized to vote in 4 and 5 respectively and not by a majority of the quorum, and
WHEREAS, the City of UNIVERSITY p/gtlgS hereby cast its vote by marking the ballot below:
(Check one only)
SHARON BARBOSA-CRAIN
[] BILL BINFORD
BRUCE MAHNKEN
NOW, THEREFORE BE IT RESOLVED that the City Council of the City of
UNIVERSITY PARK does hereby confirm its one (1) vote for the election of
SF-.ARON B/LRBOSA-CRAIN as the suburban cities' representative to the Board of Directors of the Dallas
Central Appraisal District.
PASSED AND APPROVED, this the 9Tlq
ATTEST:
day °f/~EMBER./-'~,a.~.~ ~03
I~IAYOR "
SEAL: