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2015_08.07 CC Packet -Workshop KENNEDALE You're Here,Your Home wwur_c i tyoN enn ed a l e.co rn KENNEDALE CITY COUNCIL AGENDA REGULAR MEETING August 7, 2015 CITY HALL COUNCIL CHAMBERS, 405 MUNICIPAL DRIVE REGULAR SESSION at 11:00 AM I. CALL TO ORDER II. ROLL CALL III. WORK SESSION A. Fiscal Year 2015/2016 Proposed Budget Workshop B. Review Effective & Rollback Tax Rate Summary IV. REGULAR SESSION A. Discuss and consider approval of Resolution 460 of the City Council of the City of Kennedale, Texas, approving the placement of a proposal on the September 21, 2015 City Council Public Meeting agenda to adopt a 2015 tax rate that will exceed the lower of the rollback rate or the effective tax rate; calling public hearings on a tax increase to be held on September 10, 2015 and September 17, 2015. V. ADJOURNMENT In compliance with the Americans with Disabilities Act, the City of Kennedale will provide for reasonable accommodations for persons attending City Council meetings. This building is wheelchair accessible, and parking spaces for disabled citizens are available. Requests for sign interpreter services must be made forty-eight (48) hours prior to the meetings. Please contact the City Secretary at 817.985.2104 or (TDD) 1.800.735.2989 CERTIFICATION I certify that a copy of the August 7, 2015, agenda was posted on the City Hall bulletin board next to the main entrance of the City Hall building, 405 Municipal Drive, of the City of Kennedale, Texas, in a place convenient and readily accessible to the general public at all times and said agenda was posted at least 72 hours preceding the schedule time of said meeting, in accordance with Chapter 551 of the Texas Government Code. Leslie Galloway, City ecretary 405 Municipal Drive, Kennedale, TX 76060 1 Telephone: 817-985-2 100 1 Fax: 817-478-71 69 KENNEDALE You're Here,Your Home www.cityofkennedale.com Staff Report to the Honorable Mayor and City Council Date: August 7, 2015 Agenda Item No: WORK SESSION -A. I. Subject: Fiscal Year 2015/2016 Proposed Budget Workshop II. Originated by: Finance Director, Director of Finance & IT Bob Hart III. Summary: make The FY2015/2016 Proposed Budget will be both filed with the City Secretary and available online for public viewing on August 3, 2015. IV. Fiscal Impact Summary: V. Legal Impact: VI. Recommendation: None VII.Alternative Actions: VIII.Attachments: 405 Municipal Drive, Kennedale, TX 76060 1 Telephone: 817-985-2100 1 Fax: 817-478-7169 KENNEDALE You're Here,Your Home www.cityofkennedale.com Staff Report to the Honorable Mayor and City Council Date: August 7, 2015 Agenda Item No: WORK SESSION - B. I. Subject: Review Effective & Rollback Tax Rate Summary II. Originated by: Finance Director, Director of Finance & IT III. Summary: Per our 2015 Tax Rate Worksheet calculations, the City's overall rollback tax rate is $.776629/$100 (adjusted down from $.835260/$100 for sales tax), and the overall effective tax rate is $.731637/$100. The Property Tax Code specifies that"when a proposed rate exceeds the rollback rate or the effective rate, whichever is lower, the taxing unit's governing body, other than for a small taxing unit, a water district or a school district, must vote to place a proposal to adopt the tax rate on the agenda of a future meeting as an action item." The Fiscal Year 2015-16 Proposed Budget is currently funded with a proposed tax rate of$0.747500 per $100 valuation, and it represents no change from the prior year. Because the current proposed rate is below the overall rollback rate but above the effective tax rate, the City is required to conduct two separate tax public hearings, as well as follow applicable publication and notice guidelines as prescribed by the State. The City Council must also publish a notice and hold a hearing on the budget. IV. Fiscal Impact Summary: V. Legal Impact: VI. Recommendation: Approve None VII.Alternative Actions: VIII.Attachments: 1. Notice of Effective Tax Rate INotice of Tax Rate. df 405 Municipal Drive, Kennedale, TX 76060 1 Telephone: 817-985-2100 1 Fax: 817-478-7169 Page 1 of 2 2015 Property Tax Rates in City of Kennedale This notice concerns the 2015 property tax rates for City of Kennedale.It presents information about three tax rates.Last year's tax rate is the actual tax rate the taxing unit used to determine property taxes last year.This year's effective tax rate would impose the same total taxes as last year if you compare properties taxed in both years This year's rol l back tax rate is the highest tax rate the taxing unit can set before taxpayers start rol l back procedures.In each case these rates are found by dividing the total amount of taxes by the tax base(the total value of taxable property)with adjustments as required by state law. The rates are given per$100 of property value. Last year'stax rate: Last year's operati ng taxes $3,121,817 Last year's debt taxes $1,111,656 L ast y ear's total taxes $4,233,473 Last year's tax base $566,350,903 Last year's total tax rate $0.747500/$100 This year's effective tax rate: L ast year's adj usted taxes $4,228,831 (after subtracting taxes on lost property) +Thi s year's adj usted tax base $577,995,183 (after subtracting value of new property) =This year's effective tax rate $0.731637/$100 (Maximum rate unlessunit publ i shes noti ces and hol ds heari ngs.) This year's rol I back tax rate: Last year's adjusted operating taxes $3,472,399 (after subtracting taxes on lost property and adjusting for any transferred function,tax increment financing,state criminal justice mandate,and/or enhanced indigent head thcareexpenditures) +This year's adjusted tax base $577,995,183 =This year's effective operati ng rate $0.600766/$100 x 1.08=this year's max i mum operating rate $0.648827/$100 +This year's debt rate $0.186433/$100 =Thisyear'stotal rollback rate $0.835260/$100 -Salestax adjustment rate $0.058631/$100 =Rollback tax rate $0.776629/$100 Statement of I ncr ease/Decr ease If City of Kennedale adopts 2015 tax rateequal to the effective tax rate of$0.731637 per$100 of value,taxeswould increase compared to 2014 taxes by $184,092. ScheduleA-Unencumbered Fund Balance The foil owi ng estimated balanceswi I I be left in the unit's property tax accounts at the end of the fi scal year.These balances are not encumbered by a corresponding debt obligation. Type of Property Tax Fund Balance Debt Service 0 Schedule B-2015 Debt Service The unit plansto pay the following amountsfor long-term debtsthat are secured by property taxes.These amountswill be paid from property tax revenues (or additional salestax revenues,if applicable). Principal or Contract I nterest to be Other Amounts Description of Debt Payment to be Paid Paid from to be Paid Total Payment from Property Taxes Property Taxes 2005$790k co 40,000 21,110 0 61,110 2007$4.365M GO 172,900 57,487 0 230,387 2007$2.735M CO 155,000 63,500 0 218,500 2008,$4.500M CO 190,000 156,068 0 346,068 2010$2.00M CO 80,000 71,919 0 151,919 2011$3.260M CO 215,000 86,063 0 301,063 2009$154K ESG 24,582 1,150 0 25,732 2012$125K PD RADIO 17,842 2,572 0 20,414 Total required for 2015 debt service $1,355,193 -Amount(if any)paid from Schedule A $0 Amount(if any)paid from other resources $229,520 Excess collections last year $0 =Total to be paid from tax esin 2015 $1,125,673 +Amount added in anticipation that the unit will $0 collect only 100.00%of itstaxesin 2015 =Total debt levy $1,125,673 https-//actweb.actta(.com/tnt/appl i cati on/reports/1438375562052.htm 1 7/31/201 Page 2 of 2 Schedule C-Expected Revenue from Additional Sales Tax In calculating its effective and rol I back tax rates,the unit estimated that it wi I I receive$354,005 in additional sales and use tax revenues. This notice contains a summary of actual effective and rollback tax rates calculations.You can inspect acopy of the full calculations at City HalI 405 Municipal Drive Kennedale,TX 76060. Name of person preparing this notice:Krystal Crump Title: Directorof Finance& Information Technology Date Prepared:07/31/2015 https-Hactweb.actta(.com/tnt/appl i cati on/reports/1438375562052.htm1 7/31/201 KENNEDALE You're Here,Your Home www.cityofkennedale.com Staff Report to the Honorable Mayor and City Council Date: August 7, 2015 Agenda Item No: REGULAR SESSION -A. I. Subject: Discuss and consider approval of Resolution 460 of the City Council of the City of Kennedale, Texas, approving the placement of a proposal on the September 21, 2015 City Council Public Meeting agenda to adopt a 2015 tax rate that will exceed the lower of the rollback rate or the effective tax rate; calling public hearings on a tax increase to be held on September 9, 2015 and September 17, 2015. II. Originated by: Finance Director, Director of Finance & IT III. Summary: Per our 2015 Tax Rate Worksheet calculations, the City's overall rollback tax rate is $.797217/$100 (adjusted down from $.853757/$100 for sales tax), and the overall effective tax rate is $.741189/$100. The Property Tax Code specifies that"when a proposed rate exceeds the rollback rate or the effective rate, whichever is lower, the taxing unit's governing body, other than for a small taxing unit, a water district or a school district, must vote to place a proposal to adopt the tax rate on the agenda of a future meeting as an action item." Given Council's budget workshop and direction, the Fiscal Year 2015-2016 Proposed Budget will be funded with a proposed tax rate of$0.747500 per$100 valuation. Because this current proposed rate is above the effective tax rate, the City is required to conduct two separate tax public hearings and follow strict publication and notice guidelines as prescribed by the State. Furthermore, the City Council is required to "Vote To Place A Proposal To Adopt A Tax Rate (generating more revenue than in the previous year) On A Future Agenda." The City must also publish a notice and hold a hearing on the budget. SCHEDULE (PROPOSED RATE IS GREATER THAN EFFECTIVE RATE) 08/07/15 Provide Effective Tax Rate &Schedules To Council 08/07/15 Hold Council FY15/16 Budget Retreat 08/07/15 Vote To Place Proposal For Tax Increase On Future Agenda 08/21/15 Publish Notice of Public Hearing On Budget 08/28/15 Publish Notice of Property Tax Rates 09/09/15 Hold Public Hearing On Budget 09/21/15 Adopt Budget, Adopt Tax Rate, Ratify Budget IV. Fiscal Impact Summary: V. Legal Impact: VI. Recommendation: Approve 405 Municipal Drive, Kennedale, TX 76060 1 Telephone: 817-985-2100 1 Fax: 817-478-7169 VII.Alternative Actions: MUST BE A RECORD VOTE AND ALTHOUGH MAY BE LEFT BLANK GOING INTO MEETING, MUST SPECIFY DESIRED TAX RATE AT TIME OF RESOLUTION ADOPTION. VIII.Attachments: 1. Resolution 460 JR460.doc RESOLUTION NO. 460 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF KENNEDALE, TEXAS APPROVING THE PLACEMENT OF A PROPOSAL ON THE SEPTEMBER 21, 2015, CITY COUNCIL PUBLIC MEETING AGENDA TO ADOPT A 2015 TAX RATE THAT WILL EXCEED THE LOWER OF THE ROLLBACK RATE OR THE EFFECTIVE TAX RATE; CALLING PUBLIC HEARINGS ON A TAX INCREASE TO BE HELD ON SEPTEM BER 9, 2015 AND SEPTEM BER 17, 2015. W H E REAS, the City Counci I desires to consider adoption of a tax rate of $0.747500 per $100 valuation, which will exceed the lower of the rollback rate or the effective tax rate, in accordance with the requirements of the Texas Tax Code Chapter 26 and to schedule public hearings on the proposed tax increase as required by law-, NOW THEREFORE, BE IT HEREBY RESOLVED BY THE CITY COUNCIL OF THE CITY OF KENNEDALE, TEXAS: Section 1. The City Council desires to consider adoption a tax rate for the 2015 tax year of $0.747500 per $100 valuation that will exceed the lower of the rollback rate or the effective tax rate. Section 2. The City Council hereby approves the placement of an item on the September 25, 2014 Ci ty Council public meeting agenda, such meeting bei ng a speci al cal I ed Council meeting, to vote on a proposed tax rate of $0.74750 per $100 valuation that will exceed the lower of the rol l back rate or the effective tax rate. Section 3. The City Council hereby calls public hearings on the proposed tax increase to be held in the City Hall Council Chambers located at 405 Municipal Drive, Kennedale, Texas 76060 on September 9, 2015 at 7.00 p.m. and September 17, 2015 at 5:30 p.m., such dates being weekdays w h i ch are not publ i c hol i days. The f i rst publ i c heari ng w I I not be hel d unti I at I east seven (7) days after notice of both publ is heari ngs have been publ ished i n the Fort Worth Star Telegram, a newspaper having general circulation within the City. The City Secretary is hereby directed to publish such notice in accordance with this Resolution and Texas Tax Code§26.06. At both public hearings, the City Council will afford adequate opportunity for both proponents and opponents of the tax i ncrease to present thei r vi ews. Section 4. This Resolution shall become effective immediately upon its passage and approval at a special called meeting of the City Council of the City of Kennedale, Texas on this the rh day of August 2015, at which meeting a quorum was present and the meeting was held in accordance with the provisions of Texas Government Code§551.001, et seq. The City Secretary is hereby directed to record this Resolution and the vote on the proposal to place the item for a tax i ncrease on the September 21, 2015 City Counci I agenda. DULY PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF KENNEDALE ON THE 7TH DAY OF AUGUST, 2015. B ri an Johnson, Mayor ATTEST: APPROV ED AS TO FORM L esl i e Gal I oway, Ci ty Secretary Wayne K. Olson, City Attorney