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HomeMy WebLinkAboutAgenda CC 11.11.2008Notice of Meeting of the Governing Body of the City of Georgetown, Texas NOVEMBER 11, 2008 The Georgetown City Council will meet on NOVEMBER 11, 2008 at 6:00 P.M. at the Council Chamber at 101 E. 7th Strett If you need accommodations for a disability, please notify the city in advance. Regular Session (This Regular Session may, at any time, be recessed to convene an Executive Session for any purpose authorized by the Open Meetings Act, Texas Government Code 551.) A Call to Order Pledge of Allegiance Comments from the Mayor - Welcome and Meeting Procedures - Proclamation for Chronic Obstructive Pulmonary Disease Awareness Week Announcements from City Manager - Recruitment time for Boards and Commissions positions Action from Executive Session Public Wishing to Address Council On a subject that is posted on this agenda: Please fill out a speaker registration form which can be found on the table at the entrance to the Council Chamber. Clearly print your name and the letter of the item on which you wish to speak and present it to the City Secretary on the dais, preferably prior to the start of the meeting. You will be called forward to speak when the Council considers that item. On a subject not posted on the agenda: Persons may add an item to a future City Council agenda by contacting the City Secretary no later than noon on the Wednesday prior to the Tuesday meeting, with the subject matter of the topic they would like to address and their name. The City Secretary can be reached at 512/930-3651. B - Jason Chavez of Consolidated Construction Texas Services regarding requesting the opportunity to provide trash removal services for Pulte Homes. Statutory Consent Agenda The Statutory Consent Agenda includes non-controversial and routine items that may be acted upon with one single vote. An item may be pulled from the Consent Agenda in order that it be discussed and acted upon individually as part of the Regular Agenda. C Consideration and possible action to approve the minutes of the City Council Workshop on Monday, October 27; and the Council Meeting on Tuesday, October 28, 2008 -- Jessica Hamilton, Assistant City Secretary and Sandra Lee, City Secretary D Consideration and possible action to cancel the second Council Meeting in December, 2008, regularly scheduled for the fourth Tuesday of each month -- George Garver, Mayor E Discussion and possible action to approve the purchase of additional radio equipment in the amount of $37,197.16 -- Kevin Stofle, Assistant Chief of Police and David Morgan, Chief of Police. F Consideration and possible action to authorize a Mutual Aid Agreement between the Department of the Army and the City of Georgetown for fire, rescue, haz-mat, and emergency medical service responses within the areas of which each agency normally provides fire protection. -- Clay Shell, Interim Fire Chief G Consideration and possible action declaring approximately 60 sets of Noncompliant National Fire Protection Association (NFPA) 1999 Standard approved Personnel Protective Equipment (PPE) as Surplus Equipment -- Clay Shell, Interim Fire Chief H Consideration and possible actionregarding the Annexation Development Agreement authorized by Section 43. 035 of the Texas Local Government Code with Margaret Fox relating to that certain tract of land having the 2008 Williamson County Short ID Number R039833 and located in 2008 Annexation Area SE5 --Edward G. Polasek, AICP, Principal Planner and Elizabeth Cook, Director of Planning and Development I Forwarded from the Georgetown Utility System (GUS) Advisory Board: Consideration and possible action for the award of a bid for ADSS Cable, from Utilicor of Mansfield, TX, to be installed on the fiber optic system in the amount of $32,833.58 -- Ken Arnold, Energyy Services Director and Jim Briggs, Assistant City Manager for Utility Operations J Consideration and possible action to approve Task Order No. 1 with Kasberg, Patrick & Associates, LP, for professional engineering services to develop Preliminary Plans for the Maple Street Drainage Project at the West Fork of Smith Branch in the amount of $39,872.00 -- Bill Dryden, Transportation Engineer and Jim Briggs, Assistant City Manager for Utility Operations K Consideration and possible acceptance of the City’s Quarterly Investment Report for the City of Georgetown, Georgetown Transportation Enhancement Corporation (GTEC), and the Georgetown Economic Development Corporation (GEDCO) for the quarter ended September 30, 2008 -- Leticia Zavala, Controller and Micki Rundell, Director of Finance & Administration L Consideration and possible action to approve a resolution revising the current City of Georgetown Investment Policy -- Leticia Zavala, Controller and Micki Rundell, Director of Finance & Administration Legislative Regular Agenda M Consideration and possible action to authorize the City to enter into the 2008-2009 City of Georgetown employee benefit contracts -- Kevin Russell, Director of Human Resources & Civil Service N Consideration and possible action to approve the 2008-2009 City of Georgetown employee benefit incentives -- Kevin Russell, Director of Human Resources & Civil Service O Consideration and possible action to enter into a Master Lease Agreement for four years in the amount of $75,915.00 with Frost National Bank on behalf of Marathon Fitness of Sugar Land, Texas for Cardio Equipment for the Recreation Center -- Kimberly Garrett, Parks and Recreation Director and Randy Morrow, Director of Community Services P Consideration and possible action for the approval to purchase portable and mobile radios from Motorola in the amount of $71,530.50 -- Clay Shell, Interim Fire Chief Q Discussion and possible action to accept a bid from Storm Sirens, Inc. of Norman, Oklahoma, in partnership with Sentry Siren, Inc. for the turnkey installation of an emergency outdoor warning siren system in the amount of $214,000.00 -- Kevin Stofle, Assistant Chief of Police and David Morgan, Chief of Police R Consideration and possible action to utilize seized funds for Department purchases in an amount not to exceed $17,000 -- Brent Schacherl, Criminal Inv. Siv. Lt and David Mordan, Police Chief S Consideration and possible action on a Resolution establishing the process for the 2030 Comprehensive Plan Annual Update -- Jordan Maddox, Planner III and Elizabeth Cook, Director of Planning and Development T Forwarded from the Georgetown Transportation Advisory Board (GTAB): Consideration and possible action to approve an Advance Funding Agreement (AFA) with the Texas Department of Transportation (TxDOT) for the widening of Williams Drive, also know as RM 2338, from DB Wood Drive to FM 3405 -- Bill Dryden, Transportation Engineering and Jim Briggs, Assistant City Manager for Utility Operation U Forwarded from the Georgetown Transportation Advisory Board (GTAB): Consideration and possible action to approve an Assignment and Assumption Agreement with Williamson County for transfer of funds received from the Advance Funding Agreement (AFA) with the Texas Department of Transportation (TxDOT) for the widening of Williams Drive, also know as RM 2338, from DB Wood Drive to FM 3405 -- Bill Dryden, Transportation Engineer and Jim Briggs, Assistant City Manager for Utility Operations V Consideration and possible actionregarding an interlocal agreement with CARTS, and notice to proceed on first phase of pilot program to provide transit services -- Edward G. Polasek, AICP, Principal Planner and Tom Yantis, Assistant City Manager W Second Readingof an Ordinance fora Rezoning to amend the Development Plan for a Planned Unit Development (PUD) District for 104.95 acres in the Clement Stubblefield Survey known as Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9, located in the 1000 Block of W. University Ave. -- Carla Benton, Planner II and Elizabeth Cook, Director of Planning and Development X Second Reading of an amending Ordinance No. 2008-34 pertaining to the annexation of approximately 45.401 acres of land in the J. Thompson Survey, Abstract No. 608, known as Weir Ranch, to correct the Council District in which the annexation area is located -- Edward G. Polasek, AICP, Principal Planner and Elizabeth Cook, Director of Planning and Development Y First Reading of an Ordinance revising Chapter 4.08 by amending Section 4.08.010 of the City Code relating to "Authority of City Manager to Contract;" adding new Section 4.08.011 relating to Change Orders; and adding new Section 4.08.012 relating to Delegation of Purchasing Authority by the City Manager-- Marsha Iwers, Purchasing Manager and Micki Rundell, Director of Finance & Administration Z First Reading of an Ordinance amending Section 13.36.130 of the Code of Ordinances pertaining to setting the culpable mental state required for a violation of Chapter 13, Section 36 at criminal negligence -- Micki Rundell, Director of Finance & Administration; Cathy Leloux, Court Administrator and Patricia E. Carls, City Attorney AA First Reading of an Ordinance adding new Section 1.08.040 to the Code of Ordinances pertaining to a culpable mental state for violations of the Code -- Micki Rundell, Director of Finance & Administration; Cathy Leloox, Court Administator and Patricia E.Carls, City Attorney BB Consideration and possible action to appoint Tiffany McLendon to a position on the Main Street Advisory Board that expires in February of 2009 -- Mayor George Garver Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon's Texas Codes, Annotated, the items listed below will be discussed in closed session and are subject to action in the regular session. CC Sec.551.071: Consultation with Attorney 1.Advice from attorney about pending or contemplated litigation and other matters on which the attorney has a duty to advise the City Council, including agenda items 2.Legal issues related to the City of Georgetown' s power supply contract with LCRA and potential litigation pertaining to same 3.Mark Shelton v. City of Georgetown, et al;Cause No. A07CA063; in the United States District Court for the Western District of Texas, Austin Division 4.Lear v. Jimmy Lewis Fennell and City of Georgetown,Cause No. A08-CA-719LY, in the United States District Court for the Western District of Texas Austin Division 5.First Citizens Bank & Trust Company v. City of Georgetown,Cause No. D-1-GN-08-02325, 53rd Judicial District, Travis County, Texas 6.Discussion of legal issues related to payment obligations for the Public Utility Improvements under the "Development Agreement with Forestville Associates, a Maryland General Partnership, regarding development of Wolf Ranch" dated September 11, 2003 7.Discussion of legal issues related to Development Agreement and Utility Agreement for the Water Oak Subdivision (ABG Subdivision) 8.Berry Creek Partners v. City of Georgetown,Cause No. 08-767-C277, in the District Court of Williamson County, 277th Judicial District 9.Consideration and possible action to approve new engagement letters with all outside counsel currently assisting the City of Georgetown on various matters. DD Sec.551.086 Competitive Matters 1. Deliberation regarding future City of Georgetown Power Supply Options -- Jim Briggs, Assistant City Manager for Utility Operations EE Sec.551.072 Real Property 1. Deliberation regarding the potential purchase of property at 105 North IH35 -- Paul E. Brandenburg, City Manager FF Sec.551.074 Personnel Matters 1.Consideration and possible action related to the process of filling the anticipated open position of City Secretary in December 2008 2.Discussion and possible action related to the duties and performance criteria of the City Manager Adjournment Certificate of Posting I, Sandra Lee, City Secretary for the City of Georgetown, Texas, do hereby certify that this Notice of Meeting was posted at City Hall, 113 E. 8th Street, a place readily accessible to the general public at all times, on the _____ day of _________________, 2007, at __________, and remained so posted for at least 72 continuous hours preceding the scheduled time of said meeting. __________________________________ Sandra Lee, City Secretary City of Georgetown, Texas November 11, 2008 SUBJECT: Call to Order Pledge of Allegiance Comments from the Mayor - Welcome and Meeting Procedures - Proclamation for Chronic Obstructive Pulmonary Disease Awareness Week Announcements from City Manager - Recruitment time for Boards and Commissions positions Action from Executive Session ITEM SUMMARY: None FINANCIAL IMPACT: None SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # A City of Georgetown, Texas November 11, 2008 SUBJECT: - Jason Chavez of Consolidated Construction Texas Services regarding requesting the opportunity to provide trash removal services for Pulte Homes. ITEM SUMMARY: None FINANCIAL IMPACT: None SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # B City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to approve the minutes of the City Council Workshop on Monday, October 27; and the Council Meeting on Tuesday, October 28, 2008 -- Jessica Hamilton, Assistant City Secretary and Sandra Lee, City Secretary ITEM SUMMARY: Please see attached for Draft minutes. FINANCIAL IMPACT: None SUBMITTED BY: Jessica Hamilton, Assistant City Secretary ATTACHMENTS: October 28, 2008 Minutes October 27, 2008 Minutes Cover Memo Item # C Attachment number 1 Page 1 of 3 Item # C Attachment number 1 Page 2 of 3 Item # C Attachment number 1 Page 3 of 3 Item # C Attachment number 2 Page 1 of 11 Item # C Attachment number 2 Page 2 of 11 Item # C Attachment number 2 Page 3 of 11 Item # C Attachment number 2 Page 4 of 11 Item # C Attachment number 2 Page 5 of 11 Item # C Attachment number 2 Page 6 of 11 Item # C Attachment number 2 Page 7 of 11 Item # C Attachment number 2 Page 8 of 11 Item # C Attachment number 2 Page 9 of 11 Item # C Attachment number 2 Page 10 of 11 Item # C Attachment number 2 Page 11 of 11 Item # C City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to cancel the second Council Meeting in December, 2008, regularly scheduled for the fourth Tuesday of each month -- George Garver, Mayor ITEM SUMMARY: It has been an established custom that the second Council Meeting in December is cancelled due to the holiday season. If we are to follow this practice again this year, the Council will need to take action by voting to cancel that meeting. If the second meeting were held on the 4th Tuesday, that meeting would be held on Tuesday, December 23, 2008. Staff has been consulted, and items for consideration can be held at the first meeting in December or the first meeting in January, 2009, with so disruption of regular City business and deadlines. FINANCIAL IMPACT: None. SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # D City of Georgetown, Texas November 11, 2008 SUBJECT: Discussion and possible action to approve the purchase of additional radio equipment in the amount of $37,197.16 -- Kevin Stofle, Assistant Chief of Police and David Morgan, Chief of Police. ITEM SUMMARY: This purchase is for 11 new Police Officer positions approved in the 2007/08 budget. FINANCIAL IMPACT: SUBMITTED BY: Kevin Stofle, Assistant Chief of Police Cover Memo Item # E City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to authorize a Mutual Aid Agreement between the Department of the Army and the City of Georgetown for fire, rescue, haz-mat, and emergency medical service responses within the areas of which each agency normally provides fire protection. -- Clay Shell, Interim Fire Chief ITEM SUMMARY: The Fort Hood Fire Department is updating their 1999 Department of the Army Mutual Aid Agreements with area fire departments for fire, rescue, haz-mat, and emergency medical service. Many fire departments, emergency services districts, and local governments and private nonprofit organizations enter into mutual aid agreements to provide emergency assistance to each other in the event of disasters or emergencies. These agreements often are written, but occasionally are arranged verbally after a disaster or emergency occurs. The City of Georgetown has mutual aid agreements, through the Williamson County Agreement, with 16 area fire departments. Intra-state Mutual Aid supports local and regional mutual aid efforts within the State as well as regional mutual aid agreements and compacts involving local jurisdictions that cross State boundaries. The City of Georgetown is also part of the Texas Intrastate Fire Mutual Aid System (TIFMAS). FINANCIAL IMPACT: Minimal SUBMITTED BY: Clay Shelll, Iterim Fire Chief Cover Memo Item # F City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action declaring approximately 60 sets of Noncompliant National Fire Protection Association (NFPA) 1999 Standard approved Personnel Protective Equipment (PPE) as Surplus Equipment -- Clay Shell, Interim Fire Chief ITEM SUMMARY: The items that we are requesting to be declared as surplus are ten or more years old and due to certain requirements of the Texas Commission on Fire Protection this PPE no longer meets the criteria to be used. We have the need for the space in our storage area and we thought it would be better served by donating this equipment. I would like, with Council’s approval to donate this equipment to the Austin Community College Fire Academy. This protective clothing would be utilized by Fire Cadets for non-fire related training activities and drills during their seventeen week academy. FINANCIAL IMPACT: By disposing of this Personnel Protective Equipment in this manner there should be none. SUBMITTED BY: Clay Shelll, Iterim Fire Chief Cover Memo Item # G City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible actionregarding the Annexation Development Agreement authorized by Section 43. 035 of the Texas Local Government Code with Margaret Fox relating to that certain tract of land having the 2008 Williamson County Short ID Number R039833 and located in 2008 Annexation Area SE5 -- Edward G. Polasek, AICP, Principal Planner and Elizabeth Cook, Director of Planning and Development ITEM SUMMARY: The City has initiatedunilateral annexationsof the identified 2008 Annexation areas. 2008 Annexation Area SE5 was identified as a priority for annexation in order to protect existing neighborhoods and property values by having land use controls and building code protection. The tract owned by Margaret Fox in this annexation area has an agricultural exemption. Section 43.035 of the TLGC provides that before the City annexes properties that receive an agricultural exemption on their ad valorem taxes, the City shall offer to make a “development agreement” with the property owner in lieu of annexation. Margaret Fox has agreed to the attached annexation agreement. FINANCIAL IMPACT: SUBMITTED BY: Edward G. Polasek, AICP ATTACHMENTS: Agreement with Exhibit Margaret Fox Cover Cover Memo Item # H Council meeting: November 11, 2008 Item No. __________ AGENDA ITEM COVER SHEET SUBJECT: Consideration and possible action regarding the Annexation Development Agreement authorized by Section 43. 035 of the Texas Local Government Code with Margaret Fox relating to that certain tract of land having the 2008 Williamson County Short ID Number R039833 and located in 2008 Annexation Area SE4. ITEM SUMMARY: The City has initiated unilateral annexations of the identified 2008 Annexation areas. 2008 Annexation Area SE4 was identified as a priority for annexation in order to protect existing neighborhoods and property values by having land use controls and building code protection. The tract owned by Margaret Fox in this annexation area has an agricultural exemption. Section 43.035 of the TLGC provides that before the City annexes properties that receive an agricultural exemption on their ad valorem taxes, the City shall offer to make a “development agreement” with the property owner in lieu of annexation. Margaret Fox has agreed to the attached annexation agreement. STAFF RECOMMENDATION: Approve the Chapter 43 Development Agreement with Margaret Fox and authorize appropriate signatures and recording. ATTACHMENTS: Agreement with Exhibit. Submitted By: ___________________________________ ___________________________________ Elizabeth Cook Edward G. Polasek, AICP Director, Planning and Development Principal Planner Attachment number 1 Page 1 of 1 Item # H Attachment number 2 Page 1 of 8 Item # H Attachment number 2 Page 2 of 8 Item # H Attachment number 2 Page 3 of 8 Item # H Attachment number 2 Page 4 of 8 Item # H Attachment number 2 Page 5 of 8 Item # H Attachment number 2 Page 6 of 8 Item # H Attachment number 2 Page 7 of 8 Item # H Attachment number 2 Page 8 of 8 Item # H City of Georgetown, Texas November 11, 2008 SUBJECT: Forwarded from the Georgetown Utility System (GUS) Advisory Board: Consideration and possible action for the award of a bid for ADSS Cable, from Utilicor of Mansfield, TX, to be installed on the fiber optic system in the amount of $32,833.58 -- Ken Arnold, Energyy Services Director and Jim Briggs, Assistant City Manager for Utility Operations ITEM SUMMARY: Bids were received, on November 4, 2008 for the purchase of ADSS Cable to be installed on the fiber optic system. The staff recommendation is to award this bid to the low bidder responding, Utilicor, as designated on the attached bid tabulation. This is specialized cable specified by the engineers designing the system, Alexander Engineering. Cable will be ordered for installation on the City’s fiber optic system on an as needed basis. GUS BOARD RECOMMENDATION: N/A – under the required amount for GUS Board approval. STAFF RECOMMENDATION: Staff recommends the purchase of ADSS Cable from Utilicor. FINANCIAL IMPACT: Funds for this expenditure are budgeted in the Electric CIP account. Fund Cost Budget 610-9-0580-90-021 Comm. $32,833.58 $560,000.00 SUBMITTED BY: Jana Kern ATTACHMENTS: Bid Tab Agenda ITem Check list Cover Memo Item # I AD S S C A B L E BI D T A B U L A T I O N S H E E T BI D N O . 2 9 0 1 3 Pr i c e p e r f o o t : DE S C R I P T I O N QT Y GR A Y B A R TE L W O R X AC C U - T E C H CE D WE S C O UT I L I C O R TE C TE C H L I N E AN I X T E R 1. 2 4 S t r a n d A D S S C a b l e 1 7 , 9 0 0 0 . 4 8 2 0 . 9 8 0 . 4 9 0 . 4 2 0 . 4 1 0 . 4 1 2 0 .4 8 0 . 4 1 3 0 . 6 2 2. 7 2 S t r a n d A D S S C a b l e 5 , 8 1 0 0 . 8 6 3 1 . 7 0 . 8 9 0 . 8 3 0 . 8 2 0 . 7 9 8 0 . 9 2 0 . 8 4 6 1 . 3 3. 9 6 S t r a n d A D S S C a b l e 9 , 0 0 0 1 . 1 0 7 2 . 3 1 . 1 2 1 . 0 6 1 . 0 5 1 . 0 2 4 1 . 1 9 1 . 0 2 4 1 . 6 6 4. 1 4 4 S t r a n d A D S S C a b l e 7 , 8 0 0 1 . 6 4 1 3 1 . 6 6 1 . 5 7 1 . 6 1 . 4 8 8 1 . 7 1 1 .4 9 9 2 . 1 4 DE L I V E R Y I n c l u d e d N A I n c l u d e d N A 2 , 2 0 0 . 0 0 $ I n c l u d e d I n c l u d e d I n c l u d e d I n c l u d e d TO T A L 3 6 , 4 2 0 . 6 4 $ 7 1 , 5 1 9 . 0 0 $ 3 6 , 9 6 9 . 9 0 $ 3 4 , 1 2 6 . 3 0 $ 3 6 , 2 3 3 . 2 0 $ 32 , 8 3 3 . 5 8 $ 37 , 5 5 7 . 5 9 $ 3 3 , 2 1 6 . 1 6 $ 5 0 , 2 0 9 . 6 1 $ DE L I V E R Y A R O 5 - 6 W K S 2 - 3 W K S 5 W K S 5 - 7 W K S 8 W K S 6 - 8 W K S 6 - 8 W K S 5 - 7 W K S Lo w B i d Attachment number 1 Page 1 of 1 Item # I Attachment number 2 Page 1 of 2 Item # I Attachment number 2 Page 2 of 2 Item # I City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to approve Task Order No. 1 with Kasberg, Patrick & Associates, LP, for professional engineering services to develop Preliminary Plans for the Maple Street Drainage Project at the West Fork of Smith Branch in the amount of $39,872.00 -- Bill Dryden, Transportation Engineer and Jim Briggs, Assistant City Manager for Utility Operations ITEM SUMMARY: Several years ago, the City of Georgetown performed a city wide floodplain master plan. Through those efforts, several areas of flooding were identified including roadways and structures. The crossing of the West Fork of Smith Branch at Maple Street was identified in these studies. Maple Street and several residential structures upstream of the crossing were identified to be inundated with the twenty-five (25) year and one- hundred year storm events. Some of the structures were inundated with the ten (10) year storm event. The purpose of this project is to update the floodplain for this stream crossing, defining its limits and flooding potential, to develop alternatives for mitigating those potentials, including recommendation for proposed crossing structural modifications and to focus on the flooding area and storm water crossing of the West Fork of Smith Branch at Maple Street to identify the best techniques to remedy flooding in this area. GTAB BOARD RECOMMENDATION: N/A – under the required amount for GTAB Board approval. STAFF RECOMMENDATION: Staff recommends approval of Task Order No. 1 with Kasberg, Patrick & Associates, LP, in the amount of $39,872.00. FINANCIAL IMPACT: Funds for this expenditure are budgeted in the Drainage CIP: Fund Cost Budget 640-9-0880-90- 05 Maple Street Culvert & Channel $39,872.00 $150,000.00 SUBMITTED BY: Jana Kern ATTACHMENTS: Maple St Drainage Project TO #1 Maple Street Map KPA Proposal Letter Cover Memo Item # J Attachment number 1 Page 1 of 3 Item # J Attachment number 1 Page 2 of 3 Item # J Attachment number 1 Page 3 of 3 Item # J Attachment number 2 Page 1 of 1 Item # J Attachment number 3 Page 1 of 6 Item # J Attachment number 3 Page 2 of 6 Item # J Attachment number 3 Page 3 of 6 Item # J Attachment number 3 Page 4 of 6 Item # J Attachment number 3 Page 5 of 6 Item # J Attachment number 3 Page 6 of 6 Item # J City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible acceptance of the City’s Quarterly Investment Report for the City of Georgetown, Georgetown Transportation Enhancement Corporation (GTEC), and the Georgetown Economic Development Corporation (GEDCO) for the quarter ended September 30, 2008 -- Leticia Zavala, Controller and Micki Rundell, Director of Finance & Administration ITEM SUMMARY: The Investment Report for the Quarter ended September 30, 2008 and the supporting schedules are attached. The Investment Report looks at investment balances by security type and by maturity comparing current quarter ended with the previous three quarters. The report also lists all outstanding securities and details out any purchases and/or maturities during the quarter. The turmoil in the market during the 3rd quarter contributed to the decision of not investing in the market. As the market stabilizes in the upcoming month, investment activity will resume. Tax revenues will be received in the coming months and invested in the market. Also, maturing securities will be reinvested and diversification of the portfolio will be monitored. Third quarter investment activities related to the payment of debt service, construction draws for the Recreation Center and maturing securities. SPECIAL CONSIDERATIONS The investment activity and strategies described in the investment report are in compliance with the City’s Investment Policy and state law. This report meets the quarterly reporting requirements mandated by the Public Funds Investment Act. FINANCIAL IMPACT: SUBMITTED BY: Micki Rundell, Director of Finance and Administration ATTACHMENTS: Quarterly Investment Report Cover Memo Item # K Investment Report for Quarter Ended September 30, 2008 Attachment number 1 Page 1 of 10 Item # K City of Georgetown Investment Summary (includes GEDCO & GTEC) For the Quarter Ended 9/30/08 Compliance Statement The investment activity and strategies described in this report are in compliance with the City’s investment policy and state law. The Investment Report for the Quarter Ended September 30, 2008 and the supporting schedules are attached. A summary of the investment balances at September 30, 2008 compared to the prior quarter is shown below for the City and both component units. CITY GTEC GEDCO 6/30/08 9/30/08 6/30/08 9/30/08 6/30/08 9/30/08 Total cash and security investments $70,766,022 $53,215,379 $21,323,572 $18,636,437 $2,119,102 $2,277,713 Unrealized gain $912,997 $53,438 $116,011 $80,684 $4,668 $1,879 Realized gain (loss) for quarter $0 $0 $0 $0 $0 $0 The sub-prime mortgage crisis, and ensuing aftermath, created a difficult market environment during the fiscal year. Economic conditions deteriorated, financial institutions faltered, and yields fell dramatically. The US and other governments attempted to stabilize the markets by initiating various “bail-out” plans. In the US, AIG, Bear Stearns, Lehman Brothers, Washington Mutual, and Wachovia were a few of the major players that failed or were propped-up with US Treasury support. Most pertinent to the City, Fannie Mae and Freddie Mac were placed into conservatorship by the Treasury as part of the rescue plan. Fannie and Freddie, as Government Sponsored Enterprises (GSE), have historically traded with an implied federal government guarantee. The conservatorship plan strengthens that guarantee and reinforces the federal backing to the GSEs. Stabilizing the banking community is another important part of the plan. Arranging closures/mergers, increasing government lending programs, directly injecting capital, and temporarily raising the Federal Deposit Insurance Corporation (FDIC) insurance limit to $250,000 from $100,000, have all been implemented. Ensuring that the City’s financial institution deposits are safe remains extremely important. The increased FDIC limit, combined with regular collateral review for deposits in excess of the insured limit, provides that margin of safety. Even with all of these actions, the economy and markets continued to deteriorate and lowered yields considerably throughout the year. For example, the City’s local government investment pools (TexPool, and TexSTAR) began the year yielding approximately 5.25%. They ended the fiscal year yielding approximately 2.25%. Since September 30th, the target rate for overnight fed funds has been additionally reduced to 1.00% from 2.00%. We anticipate the pool yields to continue to drop as a result of that action. In the midst of all of this market turmoil, the Portfolio balances decreased substantially during the quarter due Attachment number 1 Page 2 of 10 Item # K to general and utility fund debt service payments, Recreation Center construction draws, Fleet equipment replacement purchases, and engineering expenses for the College Street Bridge. Balances will continue to decrease in the coming months as construction draws are needed to fund the current capital improvement projects. The City’s investment strategy is to “ladder” or stagger maturities, thus minimizing erratic interest rate fluctuations. The current unrealized gain in the portfolio is due to higher yielding securities purchased before market interest rates fell. The interest income, from these securities, diversifies and enhances the yields from shorter-term deposits and investments. Maintaining safety of principal and adequate liquidity remain the City’s investment portfolio objectives. Total managed portfolio yield was 3.32% on an annualized basis. The overall yield is comparable to the yield trend for the 3-month Treasury bill and the local government pools. 12/31/07 3/31/08 6/30/08 9/30/08 Managed portfolio yield 4.72% 3.92% 3.41% 3.32% As the markets and City investment balances stabilize, investment activity will once again resume with the reinvestment of maturing securities and continued diversification of the portfolio. City Portfolio balances have increased in the last few years in direct correlation to the increase in contingency reserves and debt proceeds issued for capital improvement projects. The City’s investment portfolio includes depository bank deposits, local government investment pool balances, and federal agency and instrumentality securities. All of these investments carry insurance or an implied backing from the Federal Government. When market conditions create value, the City will also consider non- depository bank deposits. These deposits would be insured or collateralized as required by Policy and law. The Certificate of Deposit Account Registry Service (CDARS) allows the City to deposit funds with a Texas financial institution. That institution then “spreads” the funds to other banks throughout the CDARS system to effectively insure the total deposit. The Bank of New York acts as custodian and functions to prevent deposits in excess of FDIC insurance levels at any one CDARS bank. Note: With the temporary nature of the increased FDIC level, CDARS has chosen to maintain $100,000 deposit limitations. Leticia Zavala, Controller Micki Rundell, Director of Finance and Administration Attachment number 1 Page 3 of 10 Item # K CITY BALANCE COMPARISON BY QUARTER - September 30, 2008 Balance Balance Balance Balance INVESTMENT BALANCES BY TYPE 12/31/07 3/31/08 6/30/08 9/30/08 U. S. TREASURY SECURITIES 1,996,129 998,842 U. S. GOVERNMENT AGENCY SECURITIES 39,505,788 38,495,235 40,541,873 31,755,785 TEXPOOL 2,858,333 4,725,606 1,535,916 1,808,437 TEXSTAR 10,515,915 14,552,945 26,371,638 16,194,864 TEXAS TERM - Texas Daily 158,369 159,793 JPMORGAN CHASE- Overnight Investment 2,021,577 2,390,952 2,045,529 3,281,997 JPMORGAN CHASE - Local Depository 214,691 238,178 271,066 174,296 TOTAL CASH AND INVESTMENTS 57,270,802 61,561,551 70,766,022 53,215,379 Note: Balances shown are at book value. City Investment Balances as of 9/30/08 City Types of Investments as of 9/30/08 Attachment number 1 Page 4 of 10 Item # K PORTFOLIO SUMMARY - By Maturity 07/08 07/08 07/08 07/08 Maturity Time Frame 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 0-6 Months 30,732,567 37,119,080 48,967,341 38,476,324 6-12 Months 18,701,672 15,273,639 10,540,921 7,629,524 12-18 Months 5,788,673 3,043,184 6,163,267 5,050,626 18-36 Months 2,047,890 6,125,648 5,094,493 2,058,905 57,270,802 61,561,551 70,766,022 53,215,379 07/08 07/08 07/08 07/08 Liquidity Indicators 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Weighted Average Maturity 184 180 148 134 Maturities < 12 months 86.32% 85.11% 84.09% 86.64% Long term investments, securities with a 12 month or greater maturity, decreased from 16% at June 30, 2008, to 13% at September 30, 2008. Maturities are matched with projected disbursement requirements, such as capital improvement projects and debt service payments, thus maintaining a staggered maturity schedule that hedges the portfolio from market volatility is recommended. Seventy-two percent of the portfolio will mature within the next six months, with 14% maturing within 12 months. These maturities match buildout and funding of current projects, as well as, debt service payments. Attachment number 1 Page 5 of 10 Item # K INVESTMENTS OUTSTANDING - September 30, 2008 6/30/08 9/30/08 Purchase Invest Par Coupon Book Market Book Accrued Investment Market Unrealized Date Description Number Maturity Value Yield Value Value Value Interest Yield Value Gain/Loss U. S. GOVERNMENT AGENCY SECURITIES: 12/22/06 Federal Home Loan Bank (FHLB) 3133XHTU6 12/12/08 2,000,000 5.00% 2,000,627 2,022,101 2,000,276 25,000 4.92% 2,010,589 10,313 Source: Operating / Reserves 01/25/07 Federal National Mortgage Assn (FNMA) 3136F6XW4 08/08/08 2,035,000 4.00% 2,032,623 2,039,428 Matured ---- ---- ---- ---- Source: Operating / Reserves 02/23/07 Federal National Mortgage Assn (FNMA) 31359MTF0 09/15/08 1,000,000 3.75% 997,131 1,003,095 Matured ---- ---- ---- ---- Source: Operating / Reserves 04/12/07 Federal Ag. Mortgage Corp. (FAMCA) 31315PNA3 07/29/08 1,000,000 4.25% 999,362 1,002,108 Matured ---- ---- ---- ---- Source: Operating / Reserves 04/12/07 Federal Home Loan Bank (FHLB) 3133XJUA4 08/14/08 2,000,000 5.25% 2,000,369 2,008,436 Matured ---- ---- ---- ---- Source: Operating / Reserves 05/08/07 Federal National Mortgage Assn (FNMA) 31398AAF9 11/03/08 2,000,000 4.90% 1,999,152 2,016,711 1,999,778 24,500 5.03% 2,005,168 5,390 Source: Operating / Reserves 06/14/07 Federal Home Loan Mortgage Corp (FHLMC) 3128X4FF3 08/04/08 704,000 4.50% 703,480 1,499,807 Matured ---- ---- ---- ---- Source: '07 Bonds -split w/GTEC 06/14/07 Federal Farm Credit Banks (FFCB) 31331XQM7 02/23/09 288,000 5.00% 287,462 292,172 287,671 1,520 5.30% 290,620 2,949 Source: '07 Bonds -split w/GTEC 06/21/07 Federal Farm Credit Banks (FFCB) 31331THX2 10/24/08 2,000,000 3.63% 1,990,248 2,007,535 1,998,015 18,125 5.25% 2,001,803 3,788 Source: Operating / Reserves 06/21/07 Federal National Mortgage Assn (FNMA) 31359MXL2 01/26/09 1,500,000 4.00% 1,489,751 1,511,064 1,494,251 10,833 5.26% 1,506,550 12,299 Source: Operating / Reserves 07/26/07 Federal Home Loan Bank (FHLB) 3133XBJP1 10/17/08 2,000,000 4.57% 1,996,808 2,013,003 1,999,518 22,850 5.13% 2,002,573 3,055 Source: Operating / Reserves 09/26/07 Federal Home Loan Bank (FHLB) 3133M7N77 02/17/09 1,000,000 5.55% 1,006,239 1,017,613 1,003,754 6,777 4.51% 1,010,861 7,107 Source: Operating / Reserves 09/26/07 Federal National Mortgage Assn (FNMA) 31359MUQ4 03/16/09 1,000,000 3.13% 990,714 1,001,650 993,992 1,302 4.49% 1,001,254 7,262 Source: Operating / Reserves 09/26/07 Federal National Mortgage Assn (FNMA) 31359MUW1 04/14/09 1,000,000 3.85% 995,137 1,007,144 996,684 9,625 4.50% 1,005,353 8,669 Source: Operating / Reserves 11/16/07 Federal Home Loan Bank (FHLB) 3133MGVB9 08/15/08 1,000,000 5.50% 1,001,406 1,004,658 Matured ---- ---- ---- ---- Source: Operating / Reserves 12/19/07 Federal Home Loan Bank (FHLB) 3133M8YA6 06/03/09 1,000,000 6.30% 1,021,700 1,031,002 1,015,817 15,750 3.86% 1,022,281 6,464 Source: Operating / Reserves 12/19/07 Federal Home Loan Bank (FHLB) 3133XGYT5 12/11/09 1,000,000 5.00% 1,015,783 1,023,414 1,013,051 12,500 3.85% 1,024,814 11,763 Source: Operating / Reserves 12/19/07 Federal Home Loan Bank (FHLB) 31339XNW0 06/30/10 1,000,000 5.00% 1,021,310 1,028,013 1,018,642 12,500 3.87% 1,032,353 13,711 Source: Operating / Reserves 12/20/07 Federal National Mortgage Assn (FNMA) 31359MYM9 08/04/08 1,000,000 4.50% 1,000,249 1,002,545 Matured ---- ---- ---- ---- Source: '07 Bonds 12/20/07 Federal National Mortgage Assn (FNMA) 31359MZH9 10/15/08 1,000,000 4.50% 1,001,045 1,006,171 1,000,141 11,250 4.12% 1,001,134 993 Source: '07 Bonds 12/20/07 Federal National Mortgage Assn (FNMA) 3136F3D45 12/24/08 1,026,000 3.00% 1,020,691 1,027,969 1,023,453 7,695 4.11% 1,027,207 3,754 Source: '07 Bonds 01/29/08 Federal Home Loan Bank (FHLB) 3133XNY86 01/14/09 1,500,000 3.50% 1,506,146 1,506,328 1,503,280 11,229 2.72% 1,503,633 353 Source: Operating / Reserves 01/30/08 Federal National Mortgage Assn (FNMA) 3136F55H0 08/13/09 1,000,000 4.50% 1,017,985 1,013,158 1,013,958 6,000 2.84% 1,010,915 (3,043) Source: Operating / Reserves 01/30/08 Federal Home Loan Mortgage Corp (FHLMC) 3128X33F8 01/25/10 1,000,000 4.38% 1,022,790 1,014,778 1,019,154 8,021 2.87% 1,017,827 (1,327) Source: Operating / Reserves 03/06/08 Federal Farm Credit Banks (FFCB) 31331YSR2 02/08/10 2,000,000 2.63% 2,004,494 1,974,726 2,003,793 7,729 2.48% 1,989,924 (13,869) Source: Operating / Reserves 03/06/08 Federal Home Loan Bank (FHLB) 31339YGY2 07/14/10 1,000,000 5.00% 1,045,899 1,028,318 1,040,263 10,694 2.66% 1,032,870 (7,393) Source: Operating / Reserves 04/24/08 Federal National Mortgage Assn (FNMA) 31359MVE0 05/15/09 1,500,000 4.25% 1,522,831 1,517,117 1,516,287 15,938 2.47%1,511,780 (4,507) Source: Operating / Reserves 04/24/08 Federal Home Loan Bank (FHLB) 3133X9H60 11/30/09 1,000,000 4.07% 1,017,770 1,009,927 1,014,628 10,163 2.77% 1,013,526 (1,102) Source: Operating / Reserves 06/26/08 Federal Home Loan Mortgage Corp (FHLMC) 3137EAAA7 02/17/09 1,700,000 4.88% 1,720,941 1,721,404 1,712,601 10,129 2.88% 1,714,001 1,400 Source: '07 Bonds Attachment number 1 Page 6 of 10 Item # K INVESTMENTS OUTSTANDING - September 30, 2008 6/30/08 9/30/08 Purchase Invest Par Coupon Book Market Book Accrued Investment Market Unrealized Date Description Number Maturity Value Yield Value Value Value Interest Yield Value Gain/Loss 06/26/08 Federal Home Loan Bank (FHLB) 3133M9FC1 08/14/09 3,000,000 6.50% 3,111,730 3,113,116 3,086,778 24,917 3.09% 3,084,971 (1,807) Source: Operating / Reserves TOTAL INVESTMENT SECURITIES 40,541,873 41,464,511 31,755,785 285,047 31,822,007 66,222 TEXPOOL 9/30/08 1,535,916 1,535,716 1,808,437 1,807,605 (832) TEXSTAR 9/30/08 26,371,638 26,362,197 16,194,864 16,182,912 (11,952) TEXAS TERM-TEXAS DAILY 9/30/08 TOTAL INVESTMENT BALANCES 68,449,427 69,362,424 49,759,086 285,047 49,812,524 53,438 CITY DEPOSITORY JPMorgan Chase**9/30/08 0.20% 271,066 271,066 174,296 0.20% 174,296 JPMorgan Chase Overnight Security** 9/30/08 0.81% 2,045,529 2,045,529 3,281,997 0.81% 3,281,997 TOTAL CASH AND INVESTMENT BALANCES 70,766,022 71,679,018 53,215,379 285,047 53,268,817 53,438 Balances and rates as of 9/30/08. **Funding of outstanding checks presented for payment, interest earned netted against bank service changes. Attachment number 1 Page 7 of 10 Item # K TRANSACTION LISTING - SECURITIES - September 30, 2008 Purchase Maturity / Discount / Par Investment Date Description Call Coupon Value Yield Comments PURCHASES: No purchases this quarter. MATURITIES: 04/12/07 Federal Ag. Mortgage Corp. (FAMCA) 07/29/08 4.25% 1,000,000 5.08%Ongoing staggered maturity Source: Operating / Reserves investment strategy 06/14/07 Federal Home Loan Mortgage Corp (FHLMC) 08/04/08 4.50% 704,000 5.31%Ongoing staggered maturity Source: '07 Bonds -split w/GTEC investment strategy 12/20/07 Federal National Mortgage Assn (FNMA) 08/04/08 4.50% 1,000,000 4.23%Ongoing staggered maturity Source: '07 Bonds investment strategy 01/25/07 Federal National Mortgage Assn (FNMA) 08/08/08 4.00% 2,035,000 5.14%Ongoing staggered maturity Source: Operating / Reserves investment strategy 04/12/07 Federal Home Loan Bank (FHLB) 08/14/08 5.25% 2,000,000 5.09%Ongoing staggered maturity Source: Operating / Reserves investment strategy 11/16/07 Federal Home Loan Bank (FHLB) 08/15/08 5.50% 1,000,000 4.34%Ongoing staggered maturity Source: Operating / Reserves investment strategy 02/23/07 Federal National Mortgage Assn (FNMA) 09/15/08 3.75% 1,000,000 5.10%Ongoing staggered maturity Source: Operating / Reserves investment strategy ALL SECURITIES REDEEMED AT MATURITY, THEREFORE NO GAIN OR LOSS WAS REALIZED. Attachment number 1 Page 8 of 10 Item # K TRANSACTION LISTING - INVESTMENT POOLS - September 30, 2008 07/08 07/08 07/08 07/08 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Balance Market Value Balance Market Value Balance Market Value Balance Market Value Description 12/31/07 12/31/07 3/31/08 3/31/08 6/30/08 6/30/08 6/30/08 6/30/08 Comments Texpool 2,858,333 2,858,876 4,725,606 4,726,976 1,535,916 1,535,716 1,808,437 1,807,605 AAA Rated Pool - $1 per $1 value Current value: $0.99954 per $1 Texstar 10,515,915 10,518,039 14,552,945 14,556,612 26,371,638 26,362,197 16,194,864 16,182,912 AAA Rated Pool - $1 per $1 value Current value: $0.999262 per $1 (Any changes in market value during quarter were within minimum guidelines unless noted.) Attachment number 1 Page 9 of 10 Item # K Balance Balance Balance Balance INVESTMENT BALANCES BY TYPE 12/31/07 3/31/08 6/30/08 9/30/08 U. S. GOVERNMENT AGENCY SECURITIES 17,212,103 17,247,678 16,794,788 15,297,327 TEXPOOL 2,010,736 1,502,292 711,428 398,760 TEXSTAR 3,149,310 3,324,141 3,817,356 2,940,350 TOTAL CASH AND INVESTMENTS 22,372,149 22,074,111 21,323,572 18,636,437 Note: Balances shown are at book value. Liquidity Indicator / Weighted Average to Maturity 284 277 232 186 Balance Balance Balance Balance INVESTMENT BALANCES BY TYPE 12/31/07 3/31/08 6/30/08 9/30/08 U. S. TREASURY SECURITIES 1,247,861 1,256,428 1,254,636 1,252,843 TEXSTAR 1,480,699 1,892,287 864,466 1,024,870 TOTAL CASH AND INVESTMENTS 2,728,560 3,148,715 2,119,102 2,277,713 Note: Balances shown are at book value. Liquidity Indicator / Weighted Average to Maturity 105 117 120 61 Georgetown Transportation Enhancement Corporation For the Quarter Ended 9/30/08 Georgetown Economic Development Corporation For the Quarter Ended 9/30/08 Attachment number 1 Page 10 of 10 Item # K City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to approve a resolution revising the current City of Georgetown Investment Policy -- Leticia Zavala, Controller and Micki Rundell, Director of Finance & Administration ITEM SUMMARY: State public funds investment law requires that the City review its investment policy annually. An overview of the policy was presented at workshop on November 10, 2008. Minimal changes were made to the policy. SPECIAL CONSIDERATIONS City Council reviewed the current investment policy in November 2008. COMMENTS The City’s approved broker/dealer list is provided as Attachment “A” of the current City Investment Policy. FINANCIAL IMPACT: SUBMITTED BY: Micki Rundell, Director of Finance and Administration ATTACHMENTS: Proposed Resolution Investment Policy Cover Memo Item # L November 11, 2008 Investment Resolution No. _________ Page 1 of 1 RESOLUTION NO. ____________ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GEORGETOWN, TEXAS, AMENDING THE EXISTING CITY OF GEORGETOWN INVESTMENT POLICY EFFECTIVE NOVEMBER 11, 2008. WHEREAS, the goal of the City of Georgetown is to implement an investment policy that utilizes all current municipal investment practices, while ensuring the safety and availability of all funds entrusted to the City in compliance with state federal, state and local laws; and WHEREAS, the City Council of the City of Georgetown has reviewed the investment policy; and WHEREAS, the City Council of the City of Georgetown wishes to amend its Investment Policy (as last amended November 27, 2007); and NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF GEORGETOWN, TEXAS, THAT: SECTION 1. The facts and recitations contained in the preamble of this resolution are hereby found and declared to be true and correct, and are incorporated by reference herein and expressly made a part hereof, as if copied verbatim. The enactment of this ordinance is not inconsistent or in conflict with any 2030 Plan Policies. SECTION 2. The Investment Policy attached as Exhibit “A” is hereby adopted by the City Council of the City of Georgetown, Texas. SECTION 3. This resolution shall be effective immediately upon adoption. RESOLVED this 11th day of November 2008. ATTEST: THE CITY OF GEORGETOWN: Sandra Lee By: George Garver City Secretary Mayor APPROVED AS TO FORM: Patricia E. Carls, Carls, McDonald, & Dalrymple, L.L.P. City Attorney Attachment number 1 Page 1 of 1 Item # L City of Georgetown Investment Policy Page 1 CITY OF GEORGETOWN, TEXAS INVESTMENT POLICY As amended November 10, 2008 SECTION 1: SCOPE & OBJECTIVES 1.1 SCOPE This investment policy applies to all financial assets of the City of Georgetown, Texas, which includes the City of Georgetown Economic Development Corporation and the Georgetown Transportation Enhancement Corporation, held in all funds. 1.2 STATEMENT OF CASH MANAGEMENT PHILOSOPHY The City will maintain a comprehensive cash management program to include the effective collection of all accounts receivable, the prompt deposit of receipts to the City's bank accounts, the payment of obligations to comply with state law and in accord with vendor invoices, and the prudent investment of idle funds in accord with this policy. 1.3 OBJECTIVES The City's investment program will be conducted to accomplish the following objectives, listed in priority order: 1. Safety. The City will give priority to the preservation and safety of the principal invested. Investments will be made in a manner that will mitigate credit risk and interest rate risk. 2. Liquidity. The City will maintain the availability of sufficient cash to pay obligations of the City when they are due. 3. Yield. The City will invest idle cash at the highest possible rate of return, consistent with state and local laws and the objectives of safety and liquidity listed above. It is also the objective of the City to diversify its investments to eliminate the risk of loss resulting from over concentration of assets in a specific maturity, a specific issuer or a specific class of securities. It is the intent of the City of Georgetown to invest its funds to maturity. SECTION 2: STANDARD OF CARE 2.1 PRUDENCE Investments will be made with judgment and care, under circumstances then prevailing, that persons of prudence, discretion, and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital and the probable income to be derived. The City Council recognizes that in maintaining a diversified portfolio occasional measured losses due to market volatility are inevitable and must be considered within the context of the overall portfolio's investment return, provided that adequate diversification has been implemented. Attachment number 2 Page 1 of 8 Item # L City of Georgetown Investment Policy Page 2 2.2 ETHICS & CONFLICT OF INTEREST Officers and employees involved in the investment process will refrain from personal business activity that could conflict with the proper execution of the investment program, or which could impair their ability to make impartial investment decisions. The Officer and his/her employees will comply with all disclosure and reporting requirements of Section 2256.005 (I) of the Texas Government Code. 2.3 DELEGATION OF AUTHORITY The Director of Finance and Administration, as the City's chief financial officer, is responsible for overall management of the City's investment program and is designated as the City's Investment Officer. The Controller, Director of Support Services, and Chief Accountant may also conduct day- to-day operations at the direction of the Director of Finance and Administration. Accordingly, the Director of Finance and Administration and designees are responsible for day-to-day administration of the investment program and for the duties listed below: 1. Maintain current information as to available cash balances in City accounts, and as to the amount of idle cash available for investment; 2. Make investments and maintain written procedures for the operation and internal control of the investment program consistent with this policy; 3. Ensure that all investments are adequately secured; and 4. Attend training as required by Section 2256.008 (a) of the Texas Government Code and ensure that any staff executing transactions covered by this policy attend the required training. The investment training shall be attended not less than once in a two-year period and receive not less than 10 hours of instruction relating to investment responsibilities under this policy. The training must be sponsored by a recognized professional trade association or accredited college or university or its affiliate including, but not limited to: Texas Municipal League Government Finance Officers Association of Texas (GFOAT) Government Finance Officers Association of US and Canada Government Treasurers Organization of Texas (GTOT) University of North Texas Texas Tech University Center for Professional Development Unless authorized by state or local laws as provided above, no person may deposit, withdraw, transfer or manage in any other manner the funds of the City. SECTION 3: INVESTMENT STRATEGIES 3.1 OPERATING FUNDS Operating Funds are defined as cash and investments used for day to day operations that do not fall into one of the other categories. Operating funds will be invested in a manner suitable for funds requiring a high degree of liquidity. Investments of Operating Funds shall be limited to a weighted average maturity no greater than one year, and all investment instruments must meet credit and safety criteria as required by the Public Funds Investment Act and this policy. Involuntary liquidation of Operating Fund investments is unlikely due to their short term nature. However, should a liquidation of investments prior to maturity be necessary, their short term nature will make material losses unlikely. Operating Fund investments will be diverse and include Certificates of Deposit, U.S. Attachment number 2 Page 2 of 8 Item # L City of Georgetown Investment Policy Page 3 treasuries and agencies, investment pools, and money market mutual funds. Investment of Operating Funds will be structured to attain the highest possible yield given the liquidity and safety requirements. 3.2 CONTINGENCY RESERVES (or operating reserves) Contingency Reserves are the minimum fund balance/working capital requirements as defined by Council in the Annual Operating Plan. Contingency Reserve balances may be used to cover any cash operating shortfalls due the timing of bond issues, revenue receipts, etc. Investments of these funds may exceed 24 months with prior approval of the City Manager if short term cash flow needs are not evident. Any one security may not exceed 36 months in maturity length. The weighted average maturity for these funds may not exceed 24 months. Involuntary liquidation of Contingency Reserve investments is unlikely due to their nature. However, should a liquidation of investments prior to maturity be necessary, the comparatively longer term nature of some of the investments could result in material losses depending on financial and economic conditions. Contingency Reserve investments will be diverse and include C.D.’s, U.S. treasuries and agencies, investment pools, and money market mutual funds. Investment of Contingency Reserves will be structured to attain the highest possible yield given the liquidity and safety requirements. 3.3 DEBT 3.3.1 Reserves. Debt reserves are defined as bond reserve funds required to be set aside in accordance with bond covenants. The City’s bond covenants do not require the City to maintain any reserve funds, therefore, the City investments are not adversely affected by any reserve requirement conditions. 3.3.2 Interest & Sinking (or debt service funds). Interest and sinking funds are defined as those funds accumulated to meet periodic payments required by bond and note maturity schedules. The investment maturities are limited by pertinent debt service requirements and tax laws limiting accumulation and earnings for such funds. Involuntary liquidation of investments is highly unlikely due to the nature of these funds. Interest and sinking fund investments will be diverse and include C.D.’s, U.S. treasuries and agencies, investment pools, and money market mutual funds. 3.4 BOND PROCEEDS (capital improvement funds) Bond proceed funds are defined as those funds received from the sales of City bonds or notes and not otherwise set aside for debt service or reserve purposes. These funds typically include money to fund infrastructure construction or other large projects. The investment maturities are limited by pertinent project draw requirements and tax laws governing earnings for such funds, but may not have a weighted average maturity in excess of one year, with no single security greater than 24 months, unless a flexible repurchase agreement is used in accordance with Section 4.1.5 of this policy. Involuntary liquidation of investment is highly unlikely. Bond proceed investments will be diverse and include C.D.’s, U.S. treasuries and agencies, investment pools, and money market mutual funds. SECTION 4: AUTHORIZED INVESTMENTS 4.1 ALLOWABLE INVESTMENTS City funds may be invested in the following instruments: 4.1.1 Financial Institution Deposits. Certificates of Deposit and other evidences of deposit at a financial institution that, a) has its main office or a branch office in Texas and is guaranteed or Attachment number 2 Page 3 of 8 Item # L City of Georgetown Investment Policy Page 4 insured by the Federal Deposit Insurance Corporation or its successor, b) is secured by obligations in a manner and amount provided by law for deposits of the City, or c) is executed through a depository institution that has its main office or a branch office in Texas that participates in the Certificate of Deposit Account Registry Service (CDARS) and meets the requirements of the Public Funds Investment Act.. All certificates of deposits in excess of the FDIC insured amount must be collateralized as described by Section 2256.009 (a) of the Texas Local Government Code. Collateral must be held by a third party and in accordance with Section 5.4 of this policy. 4.1.2 U.S. Treasuries and Agencies. Obligations of the United States of America, its agencies and instrumentalities. 4.1.3 Investment Pools. Investment pools that meet the following criteria: a. An investment pool must provide an offering circular or other similar disclosure instruments and provide monthly and transaction reporting as required by Section 2256.016 of the Texas Government Code. b. Investment in a new pool will require the approval of the City Council. c. A public funds investment pool created to function as a money market mutual fund must (1) mark its portfolio to market daily, (2) include in its investment objectives the maintenance of a stable net asset value of $1 for each share and (3) be continuously rated no lower than AAAm or at an equivalent rating by at least one nationally recognized rating service. 4.1.4. Money Market Mutual Funds. No-load money market mutual funds if the fund: a. Is regulated by the Securities and Exchange Commission; b. Marks its portfolio to market daily; c. Includes in its investment objectives the maintenance of a stable net asset value of $1 for each share; d. Has a dollar-weighted average stated maturity of 90 days or fewer; e. Is continuously rated no lower than AAA or at an equivalent rating by at least one nationally recognized rating service. 4.1.5. Repurchase Agreements. Fully collateralized repurchase agreements that: a. Have a defined termination date; b. Are secured by obligations as allowed by the Public Funds Investment Act and this policy; c. Require third party safekeeping of all securities prior to the release of any funds; d. Are placed through a primary dealer or financial institution doing business in this state; and e. Do not create a reverse repurchase agreement by the City. f. Construction, capital improvement and bond proceed funds may utilize a flexible repurchase agreement that allows expenditure-related withdrawal of funds, without penalty, with an average life and termination date limitation based on the anticipated draw schedule. 4.1.6. Other Investments. Other investments as approved by the City Council and not prohibited by law. Investment securities purchased prior to this Policy’s revision, that do not meet the revised requirements of this Policy, are not required to be liquidated. The City shall monitor each security’s status to determine whether it is in the best interest of the City to hold or liquidate the security. Any Authorized Investment that requires a minimum rating does not qualify during the period the Attachment number 2 Page 4 of 8 Item # L City of Georgetown Investment Policy Page 5 investment does not have the minimum rating. The City shall take all prudent measures that are consistent with this Policy to liquidate an investment that does not have the minimum rating. 4.2 COMPLIANCE WITH STATE LAW All authorized investments outlined above must meet the requirements of the Public Funds Investment Act, Section 2256 of the Texas Government Code. No investment may be made in any instrument except as provided above. 4.3 CASH ON HAND Cash resources required for the immediate needs of the City and not otherwise available for longer term investment will be placed in checking account(s) at the City's Depository/ Depositories. Such checking account(s) will earn interest at the highest rate(s) provided in the respective depository contract(s). 4.4 LENGTH OF INVESTMENTS The following general constraints will apply. Maturities exceeding 36 months will require authorization by the City Manager, with no single maturity greater than 60 months. Maturities will be staggered to avoid undue concentration of assets in a specific maturity sector and maturities selected will provide for stability of income and reasonable liquidity. In no instance shall the maximum stated maturity be greater than its longest stated debt service requirement unless further restricted in Section 3, Investment Strategies, of this Policy; bond covenants or state law. SECTION 5: SAFEKEEPING AND CUSTODY 5.1 AUTHORIZED DEALERS Authorized investments in U.S. treasuries and agencies may be purchased only through brokers/dealers who are licensed and in good standing with the Texas Department of Securities, the Securities Exchange Commission, the Financial Industry Regulatory Authority, or other applicable self-regulatory organization. The Investment Officer will maintain a list of security broker/dealers who are authorized to provide investment services. The list is approved and included in Attachment “A” of this policy. Before engaging in investment transactions with a bank, broker/dealer, Investment Pool, or Money Market Mutual Fund, the Investment Officer will have received from said firm a signed Certification Form. This form will attest that the individual responsible for the City’s account with that firm has received and reviewed the City’s Investment Policy and that the brokerage firm has implemented reasonable procedures and controls in an effort to preclude imprudent activities arising out of investment transactions conducted between the City and the brokerage firm. The letter must be signed by a qualified representative as defined by Section 2256.002, of the Texas Local Government Code. “Qualified Representative” means a person who holds a position with a business organization who is authorized to act on behalf of the business organization and who is one of the following: (1) a business organization doing business that is regulated by or registered with a securities commission, a person who is registered under the rules of the Financial Industry Regulatory Authority; (2) for a state or federal bank, a savings bank or state or federal credit union, a member of the loan committee for the bank or branch of the bank or a person authorized by corporate resolution to act on behalf of and bind the banking institution; Attachment number 2 Page 5 of 8 Item # L City of Georgetown Investment Policy Page 6 (3) for an investment pool, the person authorized by the elected official or board with authority to administer the activities of the investment pool to sign the written instrument on behalf of the investment pool, or (4) for an investment management firm registered under the Investment Advisers Act of 1940 or, if not subject of registration under the Act, registered with the State Securities Board, a person who is an officer or principal of the investment management firm. 5.2 AUTHORIZED FINANCIAL INSTITUTIONS Certificates of Deposit and other evidences of deposit may be purchased at qualified City Depositories and other financial institutions. The City must have a written agreement with the Depository and other financial institution, and that depository and other financial institution must meet all State Law for deposit of public funds. The City's main operating Depository/Depositories will be selected as provided by law. 5.3 INTERNAL CONTROLS All investment transactions will be documented by the Investment Officer. The Investment Officer may make investments orally, but will follow promptly with a written confirmation to the financial institution or broker/ dealer, with a copy of such confirmation retained in the City's files. On investments in U.S. treasuries and agencies, the Investment Officer will take competitive bids. At least two (2) quotations will be taken for each such investment made. Market value of the portfolio and each security will be monitored at least quarterly through industry standard publications/sources for market data such as, but not limited to, The Wall Street Journal. Market value may also be determined through the City’s investment software application, which uses industry standard publications/sources for its market data. 5.4 SAFEKEEPING All securities purchased by the City under this policy must be designated as assets of the City, must be conducted on a delivery-versus-payment (DVP) basis, and must be protected through the use of a third-party custody/safekeeping agent. The City will enter into a formal agreement with an institution of such size and expertise as is necessary to provide the services needed to protect and secure the investment assets of the City. 5.5 COLLATERALIZATION To the extent not insured by federal agencies that secure deposits, City funds (including financial institution deposits and C.D.’s) must be collateralized or enhanced in compliance with the Texas Public Funds Collateral Act and pertinent federal banking regulations. Only securities proscribed as eligible investments under the Public Funds Investment Act qualify as pledged securities. Securities pledged as collateral must be retained in a third party bank in the City’s name. The City will be provided the original safekeeping receipt on each pledged security. The City, financial institution, and the safekeeping bank(s) will operate in accordance with a master safekeeping agreement signed by each of the parties. The contract and/or agreement governing the collateral pledge must be approved by the financial institution’s board of directors, loan committee, or other designated committee and documented as approved in the minutes of the meeting. The City's Investment Officer must approve in writing the release of collateral prior to its removal from the safekeeping account in accordance with the terms of depository agreement. Attachment number 2 Page 6 of 8 Item # L City of Georgetown Investment Policy Page 7 The financial institution(s) with which the City invests and/or maintains deposits will provide monthly a listing of the collateral pledged to the City marked to current market prices. The listing will include total pledged securities itemized by name, CUSIP, type and description of the security; safekeeping receipt number; par value; current market value; maturity date, if available; and Moody's or Standard & Poor's rating, if available. SECTION 6: REPORTING 6.1 QUARTERLY REPORTING The Investment Officer shall prepare and submit to the Council a quarterly report on investment transactions for all funds covered by this policy. The report will be prepared in compliance with the Public Funds Investment Act, and generally accepted accounting principles. The report will cover the investment position of the City at the end of the each fiscal quarter. The contents will include at a minimum: 1. Beginning, ending and significant changes in market value of the portfolio; 2. Beginning and ending market value and book value, maturity date, type of funds, interest coupon, accrued interest and yield for each separate security; and 3. A statement as to the compliance with this policy and state law. 6.2 ANNUAL REPORTING Within 90 days following the end of the fiscal year, the Investment Officer will present to the City Council a comprehensive annual report on the investment program and investment activity. In addition to the information required for quarterly reporting, the annual report will include a review of the activities and return for the twelve months, suggest policy revisions and improvements that might enhance the investment program, and include an investment plan for the ensuing fiscal year. 6.3 PERFORMANCE STANDARDS In order to evaluate portfolio performance of funds subject to this policy, the City establishes “weighted average yield to maturity” as the standard portfolio performance measurement. The portfolio’s performance will be compared against appropriately competitive and reasonable benchmarks, including money market mutual funds or investment pools of similar make-up and maturities. 6.4 COMPLIANCE The quarterly reports shall be formally reviewed and a compliance audit of management controls and adherence to this policy as it relates to the City’s investments and investing activity will be performed on an annual basis in conjunction with the City’s annual financial audit. The results shall be reported to the City Council. SECTION 7: POLICY REVIEW AND AMENDMENTS This investment policy will be reviewed by the City Council of the City on at least an annual basis as required by the Public Funds Investment Act and make amendments as necessary. The Council will review the policy as part of the annual investment report presented by staff. Attachment number 2 Page 7 of 8 Item # L City of Georgetown Investment Policy Page 8 CITY OF GEORGETOWN INVESTMENT POLICY Attachment “A” Approved Broker/Dealer List November, 2008 Merrill Lynch UBS Paine Webber, Inc. Bank of America Duncan Williams Rice Financial Morgan Keegan JPMorgan Chase Securities Coastal Securities Great Pacific Securities The brokers meet City investment policy requirements. Attachment number 2 Page 8 of 8 Item # L City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to authorize the City to enter into the 2008-2009 City of Georgetown employee benefit contracts -- Kevin Russell, Director of Human Resources & Civil Service ITEM SUMMARY: HR Staff, the Consulting firm of Holmes Murphy, and the City Benefits Committee have reviewed the proposals from the providers for insurance coverage. Staff provided comparison data at Monday’s Workshop on the proposals. At this time, some of the Voluntary Benefits, paid entirely by employees, are still in the process of review. Any contracts entered into will be for the same level or enhanced benefits and at the same or reduced costs. Additionally, the staff is reviewing the addition of additional provider(s) of 457b retirement plans to be added this plan year. FINANCIAL IMPACT: SUBMITTED BY: Kevin Russell, Director of Human Resources & Civil Service Cover Memo Item # M City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to approve the 2008-2009 City of Georgetown employee benefit incentives -- Kevin Russell, Director of Human Resources & Civil Service ITEM SUMMARY: HR Staff, the Consulting firm of Holmes Murphy and the City Benefits Committee have reviewed the proposals from the providers for insurance coverage. Staff provided comparison data at Monday’s Workshop on the proposals. Incentives that have been a part of the total Benefits package in the past are listed as follows: · Dependent/Family Supplement · Single Parent Family Supplement · Opt Out Supplement · HSA Contribution FINANCIAL IMPACT: SUBMITTED BY: Kevin Russell, Director of Human Resources & Civil Service Cover Memo Item # N City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to enter into a Master Lease Agreement for four years in the amount of $75,915.00 with Frost National Bank on behalf of Marathon Fitness of Sugar Land, Texas for Cardio Equipment for the Recreation Center -- Kimberly Garrett, Parks and Recreation Director and Randy Morrow, Director of Community Services ITEM SUMMARY: As part of the expansion of the Recreation Center, a Request for Proposals was solicited for leasing new cardio equipment and maintenance services on all existing cardio equipment located in the Georgetown Recreation Center. There were two respondents to the RFP, Marathon Fitness from Sugar Land, Texas and Fitness in Motion from Austin, Texas. Marathon Fitness is proposing Precor equipment and Fitness in Motion is proposing Matrix and Landice equipment. Operational leasing is recommended to ensure equipment is replaced when needed, as well as, to ensure proper maintenance. While purchasing is an option, leasing provides the ability to replace the equipment more frequently and have more state of the art equipment at the facility. When you factor in replacement costs, there is little if any differential in costs. In a commercial facility, with a high volume of users, cardio equipment begins to have more frequent repairs after 3-4 years and thus you have more down time on your equipment. Staff is recommending that cardio equipment be leased through Frost National Bank on behalf of Marathon Fitness with the low bid of $75,915. They submitted a complete bid with all the required information. Marathon Fitness’s proposal includes Precor cardio equipment. The Recreation Center currently has Precor cardio equipment that the members are familiar with and by adding new equipment from the same manufacturer it will make weight room orientations easier and more customer service friendly. Having a consistent line of cardio equipment makes it easier for the user, increases the aesthetics of the weight room and makes maintenance easier. The proposal from Fitness in Motion included cardio equipment manufactured by Landice and Matrix. Fitness in Motion did not submit a complete proposal and the machines proposed did not meet all the required specifications. The treadmill does not meet the speed or incline requirement. Also the Adaptive Motion Trainer requires electricity and self generating power was specified due to layout requirements. Marathon Fitness included preventative maintenance on a quarterly basis in their bid of $75,915 and Fitness in Motion presented a bid of $79,200 with an additional cost of approximately $ 2,000 for maintenance bringing their bid to $81,200. There was a no bid from Hest Commercial Fitness and Life Fitness & Hammer Strength FINANCIAL IMPACT: The financial impact of this lease over four years is $75,915. The City will pay an annual lease payment of $18,978.75. Funds for this expenditure were budgeted in the 08/09 Recreation budget account #100-5-0212- 51-340 in the amount of $28,000. SUBMITTED BY: Kimberly Garrett, Parks and Recreation Director ATTACHMENTS: Bid Tab Cover Memo Item # O CARDIO EQUIPMENT AND MAINTENANCE SERVICES RFP NO. 29009 BID TABULATION SHEET DESCRIPTION MARATHON **FITNESS IN MOTION FROST BANK 1ST PACIFIC Lease of equipment for 4 years $75,915.00 $79,200.00 including installation and interest Maintenance on City-Owned Equipment No Charge $1,560 annually for first year plus $65 trip charge ** Recommended Vendor No Bid: Lifetime Fitness Hest Fitness Attachment number 1 Page 1 of 1 Item # O City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action for the approval to purchase portable and mobile radios from Motorola in the amount of $71,530.50 -- Clay Shell, Interim Fire Chief ITEM SUMMARY: Staff is requesting authorization to purchase fifteen (15) 800 MHz portable radios with charger and spare battery and three (3) mobile radios from Motorola. Nine (9) of these radios will be purchased for existing employees and six (6) of these radios for new positions approved in the 2008/09 budget. The three mobile radios are for current apparatus and command vehicles. In 2004, portable radios were added as part of the equipment cost of hiring a new firefighter. This was an effort to increase firefighter safety on the fire ground. As part of this safety initiative each firefighter will be issued a portable radio. Currently 58% of the firefighters have a radio issued to them. If approved, 79% of the firefighters will have a portable radio issued to them. Our goal is to for every firefighter be issued a portable radio by 2011. FINANCIAL IMPACT: Total amount of this expenditure is $71,530.50. A total of $65,500 was budgeted for these radios in the following account: 100-5-0422-52-710 Other Equipment. A total of $6030.50 from account: 242-5-0422-51- 340 Billing Revenue. SUBMITTED BY: Clay Shelll, Iterim Fire Chief ATTACHMENTS: Motorola Sole Source Letter Motorola quote sheet Cover Memo Item # P Attachment number 1 Page 1 of 1 Item # P Attachment number 2 Page 1 of 2 Item # P Attachment number 2 Page 2 of 2 Item # P City of Georgetown, Texas November 11, 2008 SUBJECT: Discussion and possible action to accept a bid from Storm Sirens, Inc. of Norman, Oklahoma, in partnership with Sentry Siren, Inc. for the turnkey installation of an emergency outdoor warning siren system in the amount of $214,000.00 -- Kevin Stofle, Assistant Chief of Police and David Morgan, Chief of Police ITEM SUMMARY: This item was brought before the City Council on July 10, 2007 and again on March 25, 2008 and Council approved funding to replace the Emergency Outdoor Siren Warning System. A Request For Proposals was completed and we have an agreement between the City of Georgetown and Sentry Sirens, Inc. providing for turn key installation of an Outdoor Warning Siren System comprised of eleven (11) sirens with battery back-up and radio control, to be substantially completed within Sixty Days from the date when the notice to proceed is given. The work shall be completed and ready for final payment within 30 days from the date of substantial completion. The total cumulative contract price for this project shall not exceed Two Hundred Fourteen Thousand Dollars and No Cent ($214,000.00) (the Contract Price) unless approval for Extra Work is given by owner's representative as provided in Paragraph 28. FINANCIAL IMPACT: SUBMITTED BY: Kevin Stofle, Assistant Chief of Police ATTACHMENTS: Bid Tab Cover Memo Item # Q OUTDOOR WARNING SIREN SYSTEM RFP NO. 28034 BID TABULATION SHEET STORM SIRENS GIFFORD ELECTRIC DESCRIPTION QTY TOTAL PRICE TOTAL PRICE Installation and equipment for outdoor 1 372,000.00$ 876,656.00$ warning siren system $225,000.00 (1st Phase) No Bid: JDG Electric Inc. Federal Signal Corp American Signal Corp Safetycom, Inc. Whelen Engineering Co. Attachment number 1 Page 1 of 1 Item # Q City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to utilize seized funds for Department purchases in an amount not to exceed $17,000 -- Brent Schacherl, Criminal Inv. Siv. Lt and David Mordan, Police Chief ITEM SUMMARY: The Police Department maintains an account of monies that are seized in the course of criminal investigations. This money comes from such activities as narcotics sales, burglaries, thefts, etc. In order for these funds to be seized, they have to be considered “fruits” of the crime (ie money for drugs or selling stolen property) and awarded by a criminal court. The Texas Government Code mandates that these monies only be used for Police Department equipment or investigations. The allocated funds will be used to Purchase new surveillance equipment to enhance criminal investigation capabilities- $12,000 Replenish account for “buy” money for narcotics investigations-$5,000. FINANCIAL IMPACT: SUBMITTED BY: Brent Schacherl, Criminal Investigations Commander Cover Memo Item # R City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action on a Resolution establishing the process for the 2030 Comprehensive Plan Annual Update -- Jordan Maddox, Planner III and Elizabeth Cook, Director of Planning and Development ITEM SUMMARY: This is a resolution that sets the important dates, review process and necessary actions to be taken as part of the annual update for the 2030 Comprehensive Plan, to begin in 2009. See attached staff report for full details. FINANCIAL IMPACT: SUBMITTED BY: Jordan Maddox, Planner III and Elizabeth Cook, Director of Planning and Development Services ATTACHMENTS: 2030 Plan Annual Update Staff Report 2030 Plan Annual Update Resolution Cover Memo Item # S 2030 Plan Annual Update Process Resolution Page 1 of 2 City Council Meeting: November 11, 2008 Item No.____ Agenda Item Cover Sheet Subject: Consideration and Possible Action on a Resolution establishing the process for the 2030 Comprehensive Plan Annual Update. Item Summary: The 2030 Plan was adopted on February 26, 2008 and City Council subsequently conducted a workshop detailing implementation steps for that plan on August 11, 2008. The 2030 Plan envisions an annual update where the City Council and the Planning and Zoning Commission receive a report on implementation steps, proposed changes to the Plan and a general update on the progress of the goals and objectives of the various Plan Elements. This proposed resolution will establish this annual process in a similar fashion to the UDC Annual Review process. There will be some flexibility in the exact dates year-to-year with the timeline included in the resolution serving as the essential framework that staff will use during each update. The dates for the 2009 Annual Update process are as follows: *The deadline for public applications will be January 16th Directors Monthly Meeting – December Development Review Committee – February Planning and Zoning – February City Council – 2nd Workshop in February – Staff presents the 2030 Plan Annual Update and list of potential amendments to the Plan Planning and Zoning – April – Staff presents Plan amendments and holds Public Hearing City Council – 2nd Meeting in April – Public Hearing and First Reading of Ordinances City Council – 1st Meeting in May – Second Reading of Ordinances Below are additional considerations regarding 2030 Plan off-cycle amendments and the Annual Update process: • Individual applications can be made at any time of the year for amendments to the 2030 Plan – such as Land Use Plan, etc. – and be approved by a super- majority vote on items that P&Z and Council deem emergency situations. These amendments will not be as common as in years past because of the flexibility of land use categories and conceptual nature of the new map. Attachment number 1 Page 1 of 2 Item # S 2030 Plan Annual Update Process Resolution Page 2 of 2 • Citizens wishing to apply for an amendment will need to be aware of the January deadline and May adoption dates. Staff will work on establishing a process of notification, reminders, and ongoing communication with the public in the months prior to the application deadline. • Elements of the 2030 Plan will begin and be completed at various times of the year and need not wait for the Annual Review in order to be adopted. They will go to P&Z and Council before adoption. • Large-scale staff-directed amendments that come out of committees such as GTEC, Parks Board, etc. for items such as Overall Transportation Plan roads, Bond roads, etc., may be presented to Council for adoption outside of the Annual Review cycle. • Council may direct staff at any time of the year to study potential amendments, implementation schedule items, or other requests for changes to the Plan. • Major revisions to the Plan will be made every five years to update maps, statistical data, growth trends and market changes; review implementation efforts and effectiveness of the previous five years; and revise Goals, Policies and Actions, 2030 Vision Statement, and Future Land Use Plan. Special Considerations: None at this time. Financial Impact: No direct impact. Recommended Motion: Approve the resolution establishing the process for the 2030 Comprehensive Plan Annual Update. Attachment: Resolution Submitted By: Elizabeth Cook Jordan Maddox Director, Planning and Development Planner III Attachment number 1 Page 2 of 2 Item # S 2030 Annual Update Process Resolution No. _________ Page 1 of 3 RESOLUTION NO. ____________ A Resolution of the City Council of the City of Georgetown, Texas establishing the process for the 2030 Comprehensive Plan Annual Update. WHEREAS, the City Council adopted the City of Georgetown 2030 Comprehensive Plan (“2030 Plan”) on February 26, 2008; and WHEREAS, in accordance with the Plan Administration chapter of the 2030 Plan, “At the anniversary of Plan adoption, the Planning and Development Department shall submit to the Planning and Zoning Commission and City Council an annual report indicating actions taken and progress made toward Plan implementation, along with recommendations for Plan amendments due to altered circumstances or in response to citizen requests, proposed rezonings, or plats”; and WHEREAS, on August 11, 2008, the City Council held a workshop where staff discussed certain implementation steps of the 2030 Plan, including a framework for the annual update. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF GEORGETOWN, TEXAS, THAT: SECTION 1. Findings. The facts and recitations contained in the preamble of this resolution are hereby found and declared to be true and correct. SECTION 2. The 2030 Annual Update will include: • A Plan Element update from the previous year and Plan Element goals for the next year. • A review of Future Land Use Plan and Overall Transportation Plan off-cycle changes from the previous year, process on-cycle applications and staff-suggested changes to any Elements, adjusted by new developments and CIP implementation. Also, report on any other major changes related to these Plans (annexation, ETJ boundary changes, parks, etc.). • 2030 Implementation update – goals for the previous year that were tasked by Council at the Annual Update and staff-suggested implementation task items for the next year, based on the task schedules for each element. SECTION 3. The following process for the 2030 Annual Update is hereby adopted: Attachment number 2 Page 1 of 3 Item # S 2030 Annual Update Process Resolution No. _________ Page 2 of 3 • Directors Monthly Meeting - Consider implementation items, other relevant items. • Development Review Committee (DRC) – Consideration of applications, amendments, and other relevant implementation items. • Planning and Zoning – Staff presents list of items in the annual report (applications, etc.) for Commission consideration and comments. • City Council – Workshop - Staff presents the annual report on: o implementation items from the past year that have been completed or studied; Elements that have been completed or are in process; 2030 Plan adjustments, amendments or revisions that have been made or proposed; and any other items necessary in an annual review update. o implementation items, Elements or further 2030 Plan changes proposed or forecasted for the coming year. Staff also alerts Council that on-cycle amendments, Element recommendations, or any other relevant information are going to public hearing. Council gives staff direction to proceed on all or certain pieces of the staff report. Note: Council may direct staff at this time to make minor changes to the proposal(s) for the on-cycle schedule (for public hearing) or can direct staff to continue/begin work on other long-term goals for next year’s Annual Update. • Planning and Zoning – Staff presents proposed 2030 Plan amendments (to all amendable Elements) to the Commission for public hearing and recommendation to Council. Commissioners may also recommend adoption of elements (if applicable). • Council – Staff presents to Council any amendments and/or elements that were recommended by Planning and Zoning for first reading of ordinance and public hearing. • Council – Second reading of ordinance for any items. SECTION 4: This Resolution shall be effective upon approval of same by the City Council of the City of Georgetown. Attachment number 2 Page 2 of 3 Item # S 2030 Annual Update Process Resolution No. _________ Page 3 of 3 The Mayor is hereby authorized to execute, and the City Secretary to attest thereto this resolution on behalf of the City of Georgetown. RESOLVED this 10th day of November, 2008. Attest: THE CITY OF GEORGETOWN: _______________________ ______________________ Sandra D. Lee By: George Garver City Secretary Mayor Approved as to Form: _______________________ Patricia E. Carls City Attorney Attachment number 2 Page 3 of 3 Item # S City of Georgetown, Texas November 11, 2008 SUBJECT: Forwarded from the Georgetown Transportation Advisory Board (GTAB): Consideration and possible action to approve an Advance Funding Agreement (AFA) with the Texas Department of Transportation (TxDOT) for the widening of Williams Drive, also know as RM 2338, from DB Wood Drive to FM 3405 -- Bill Dryden, Transportation Engineering and Jim Briggs, Assistant City Manager for Utility Operation ITEM SUMMARY: The City of Georgetown and Williamson County mutually desire to construct improvements to widen and expand a portion of Williams Drive from DB Wood Drive to FM 3405. The terms of this cooperative project are detailed in a proposed future Interlocal Agreement (ILA) with Williamson County, to be executed in January, 2009. As part of that work, the City applied to the Capitol Area Metropolitan Planning Office (CAMPO) for funding under the State Transportation Program – Metropolitan Mobility (STP-MM). Under the STP-MM program, CAMPO allocated funding in the amount of $8,828,900.00. The funding is a reimbursement through TxDOT for construction costs. The attached AFA describes the details of the terms of the reimbursement process for the work to be accomplished. The AFA includes a Direct Costs fee of $500 payable to TxDOT, to be remitted with the return of the signed agreement. Upon signing by the City, the AFA will be returned to TxDOT for final execution. The executed AFA will become an attachment to a future ILA with Williamson County. GTAB RECOMMENDATION: GTAB recommendations will be presented at Council. STAFF RECOMMENDATION: Staff recommends approval of the Advance Funding Agreement with Texas Department of Transportation in the amount of $8,828,900.00, with the Direct Costs fee of $500.00, for the widening of Williams Drive. FINANCIAL IMPACT: The AFA provides funding in the amount of $8,828,900.00 to be reimbursed to the City by TxDOT under the STP-MM Program as part of the funding for the Williams Drive (RM 2338) widening project. SUBMITTED BY: Jana Kern ATTACHMENTS: TxDOT Advance Funding Agreement - Williams Dr. Cover Memo Item # T Attachment number 1 Page 1 of 13 Item # T Attachment number 1 Page 2 of 13 Item # T Attachment number 1 Page 3 of 13 Item # T Attachment number 1 Page 4 of 13 Item # T Attachment number 1 Page 5 of 13 Item # T Attachment number 1 Page 6 of 13 Item # T Attachment number 1 Page 7 of 13 Item # T Attachment number 1 Page 8 of 13 Item # T Attachment number 1 Page 9 of 13 Item # T Attachment number 1 Page 10 of 13 Item # T Attachment number 1 Page 11 of 13 Item # T Attachment number 1 Page 12 of 13 Item # T Attachment number 1 Page 13 of 13 Item # T City of Georgetown, Texas November 11, 2008 SUBJECT: Forwarded from the Georgetown Transportation Advisory Board (GTAB): Consideration and possible action to approve an Assignment and Assumption Agreement with Williamson County for transfer of funds received from the Advance Funding Agreement (AFA) with the Texas Department of Transportation (TxDOT) for the widening of Williams Drive, also know as RM 2338, from DB Wood Drive to FM 3405 -- Bill Dryden, Transportation Engineer and Jim Briggs, Assistant City Manager for Utility Operations ITEM SUMMARY: The City of Georgetown and Williamson County mutually desire to construct improvements to widen and expand a portion of Williams Drive from DB Wood Drive to FM 3405 (the “Project”). The terms of this cooperative project are detailed in a proposed future Interlocal Agreement (ILA) with Williamson County. As part of that work, the City applied to the Capitol Area Metropolitan Planning Office (CAMPO) for funding under the State Transportation Program – Metropolitan Mobility (STP-MM). Under the STP-MM program, CAMPO allocated funding in the amount of $8,828,900.00. This funding is a reimbursement through TxDOT for construction costs and is conveyed to the City through an AFA with TxDOT. The attached Assignment and Assumption Agreement provides that the moneys received from CAMPO through TxDOT shall be expended for the Project before other moneys from either the City or the County are applied. Upon signing by the City, the Assignment and Assumption Agreement will be returned to Williamson County for final execution. The AFA will be an attachment to the attached Assignment and Assumption Agreement. GTAB RECOMMENDATION: GTAB recommendations will be presented at Council. STAFF RECOMMENDATION: Staff recommends approval of the Assignment and Assumption Agreement with Williamson County. FINANCIAL IMPACT: The Assignment and Assumption Agreement provides that all funding reimbursed to the City by TxDOT under terms of the Advance Funding Agreement for the Project will be passed through to Williamson County. SUBMITTED BY: Jana Kern ATTACHMENTS: Assignment & Assumption Agreement - Williams Dr. Cover Memo Item # U Attachment number 1 Page 1 of 4 Item # U Attachment number 1 Page 2 of 4 Item # U Attachment number 1 Page 3 of 4 Item # U Attachment number 1 Page 4 of 4 Item # U City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible actionregarding an interlocal agreement with CARTS, and notice to proceed on first phase of pilot program to provide transit services -- Edward G. Polasek, AICP, Principal Planner and Tom Yantis, Assistant City Manager ITEM SUMMARY: See attached cover sheet FINANCIAL IMPACT: $75,000 was budgeted in line item 100-5-0638-51-315 to study/develop a business plan for bus/transit service. SUBMITTED BY: Edward G. Polasek, AICP ATTACHMENTS: Cover Sheet Interlocal Pilot Phase I Area Map Cover Memo Item # V Council meeting: November 11, 2008 Item No. __________ AGENDA ITEM COVER SHEET SUBJECT: Consideration and possible action regarding an interlocal agreement with CARTS, and notice to proceed on first phase of pilot program to provide transit services. ITEM SUMMARY: At the October 14, 2008, City Council meeting, staff was directed to work with the Transit/Fixed Route Working Group and CARTS to create a pilot program for transit to begin as soon as possible. The express intent was to use the $75,000 approved in the 2008/09 Budget for transit study and development, to create a pilot program and have it in place by December that will gauge interest in bus service and measure ridership. The budget for the program is limited to $75,000, so full implementation of the Public Transportation Plan for the City of Georgetown is not feasible. Staff has completed a draft interlocal agreement with CARTS to provide the pilot program services. The agreement will include terms of service related to rate ($50/hr), not to exceed amount of $75,000, a term not to exceed nine-months, and authorization to expend funds based on a Notice to Proceed from the City. Based on the recommendation of the Transit Fixed Route Working Group, Phase 1 of the Pilot Program has been identified as a combination of the Sun City Route and Shopper Shuttle. This route would connect Sun City to HEB/D.B Woods area, to Downtown, to Wolf Ranch and Rivery. CARTS is studying the headway (trip time from start to finish) to determine if stops could be included at the Post Office/Georgetown Hospital and maintain the one hour headway and where the actual stops will occur. Staff is requesting that the City Manager be authorized to issue the Notice to Proceed for Phase 1, to begin on November 28th, with the identified route, and potential stops discussed above, in an amount not to exceed $25,000 of the contracted amount, providing 500 hours of service for Phase 1. FINANCIAL IMPACT: $75,000 was budgeted in line item 100-5-0638-51-315 to study/develop a business plan for bus/transit service. STAFF RECOMMENDATION: Authorize the Mayor to execute the attached Interlocal Agreement with CARTS and the City Manager to issue a Notice to Proceed on Phase 1 of the Pilot Program with CARTS. Submitted by: ________________________________________ ______________________________________ Tom Yantis Edward G. Polasek, AICP Assistant City Manager Principal Planner Attachment number 1 Page 1 of 1 Item # V INTERLOCAL AGREEMENT This Interlocal Agreement (“Agreement”) is made and entered into by and between CAPITAL AREA RURAL TRANSPORTATION SYSTEM (“CARTS”), a rural transit district created under Chapter 458 of the Texas Transportation Code with the mission of providing and coordinating public transportation under the powers set forth in Chapter 458, and the CITY OF GEORGETOWN (“Georgetown”), a home rule municipal corporation of the State of Texas. RECITALS WHEREAS, the Texas Interlocal Cooperation Act allows local governments to contract with one another to perform governmental functions and services; and WHEREAS, CARTS and Georgetown mutually desire to be subject to the provisions of the Texas Government Code, Chapter 791, the Interlocal Cooperation Act, specifically Section 791.011 regarding contracts to perform governmental functions and services; and WHEREAS, as part of Georgetown’s 2030 Plan process, a Transit Working Group from the City of Georgetown, CARTS and the Texas Department of Transportation each participated in that certain study by KFH Group, Inc. entitled “Public Transportation Plan for the City of Georgetown,” dated February 29, 2008 (the “Study”); and WHEREAS, the Study described existing services in Georgetown being of a low level, and recommended that a fixed route bus service be implemented to meet the transportation needs of Georgetown citizens; and WHEREAS, to address transportation needs in Georgetown for the next five years, the Study recommended that CARTS operate fixed-route service in Georgetown, and that the service consist of four buses on six routes (Study, at pp. 16 et seq.); and WHEREAS, the Study contained the following recommendations (the “Recommendations”): The proposed bus service will operate four buses on six routes. Figure 5 illustrates all of the routes and Figure 6 illustrates the area within ½ mile of a route. This service includes four ½ hour routes that will be interlined (after completing one route, when the vehicle arrives at the transfer station it will become a second route – alternating between those two routes and reducing the need for transfers). One route will operate on a ½ hour schedule to serve the major shopping areas. This bus will serve that route exclusively giving all riders ready access to this route. The Sun City Route will operate on a one hour schedule using one bus. The development of the routes centered on the following assumptions and requirements for the service: • Proposed Service Days and Hours – 6:30 a.m. to 8:00 p.m. Monday through Friday; 8:00 a.m. to 8:00 p.m. Saturday. Attachment number 2 Page 1 of 7 Item # V Interlocal Agreement between City of Georgetown and CARTS concerning pilot study for fixed route bus transit Page 2 of 7 • Vehicles – four fully accessible vehicles in service operating in ½ hour and one hour service frequencies. • Bus Stops – Approximately every ¼ mile with benches, bike racks, and shelters as appropriate. Located only where it is safe to cross the street. • Selecting a Transfer Center – The transfer center will be placed downtown. • Fare – $1.00 with the first month free fare. Half fare for seniors, people with disabilities, and students. Transfers will be free. • Timed Transfer – routes will meet downtown for quick, easy transfer, when needed. • Most routes operate every hour. WHEREAS, before agreeing to fully implement the Recommendations, Georgetown desires to conduct a pilot study (the “Pilot Project”) to ascertain whether the findings and Recommendations of the Study are necessary and feasible to implement on a long-term basis; and WHEREAS, CARTS has agreed to participate in the Pilot Project subject to the further terms of this Agreement. NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties agree as follows: 1. Georgetown’s Duties and Responsibilities 1.1. Georgetown agrees to: 1.1.1. Provide up to SEVENTY FIVE THOUSAND DOLLARS ($75,000) (the “Funding Limit”) for the purpose of conducting a Pilot Project as provided for herein. 1.1.2. Using the Study and following the Recommendations, work with CARTS to develop feasible fixed routes for the Pilot Project so as to adequately test the findings of the Study; provided, however, the Pilot Project developed by Georgetown may change, combine, and/or amend the routes and Recommendations of the Study. The City Council of Georgetown shall have the final authority over the routes to be used during the Pilot Project. 1.1.3. On approval of the Pilot Project routes by the City Council, provide CARTS with one or more written notices to proceed (each a “Notice to Proceed”), signed by the City Manager, which shall include the route(s) maps, days and time of operation, stops, schedule for each route, and fare. 1.1.4. Using the Study and following the Recommendations, and in cooperation with CARTS, determine the ridership information to be collected during the Pilot Project and the means for collecting such information. At a minimum, the ridership information shall be collected by CARTS on a daily basis and shall consist of: Route; Number of riders entering, and from what stops; Number of riders exiting, and at what stops; Fares collected; Date; Times; and Other information as may be mutually agreed upon by Georgetown and CARTS. Attachment number 2 Page 2 of 7 Item # V Interlocal Agreement between City of Georgetown and CARTS concerning pilot study for fixed route bus transit Page 3 of 7 1.1.5. Pay to CARTS an hourly rate of FIFTY DOLLARS PER HOUR ($50.00/hour) for each hour driven in the Pilot Project, but not to exceed the Funding Limit, said amount being agreed by the parties to be sufficient for CARTS to provide buses, bus drivers, gasoline, insurance, and to bear all other costs attributable to the operation of the buses serving the routes in the Pilot Project. 1.1.6. Provide, at Georgetown’s expense, signage at designated bus stops for the duration of the Pilot Project. 2. CARTS’ Responsibilities 2.1. CARTS agrees to: 2.1.1. Using the Study and following the Recommendations, work with Georgetown to develop feasible fixed bus routes for the Pilot Project so as to adequately test the findings of the Study. The City Council of Georgetown shall have the final authority over the routes to be used during the Pilot Project. 2.1.2. Provide, at CARTS’ expense, buses, bus drivers, gasoline, insurance and bear all other costs attributable to the operation of the buses serving the routes in the Pilot Project, in exchange for compensation calculated at an hourly rate of FIFTY DOLLARS PER HOUR ($50.00/hour) for each hour driven in the Pilot Project, but not to exceed the Funding Limit. 2.1.3. Comply with each written Notice to Proceed issued by the City with regard to routes, schedule, etc. 2.1.4. Provide detailed daily and hourly ridership information to Georgetown for each route in the Pilot Project for the duration of the Pilot Project pursuant to the terms of Paragraph 1.1.4 of this Agreement. 3. TERM This Agreement shall continue until the parties have each fulfilled their respective responsibilities hereunder, unless sooner terminated in accordance with Section 4, below. Subject to the provisions of Sections 1 and 2 above and force majuere events beyond their control, Georgetown and CARTS agree to use their best efforts to complete the Pilot Project within nine (9) months after the Effective Date. 4. TERMINATION A party may terminate the Agreement for breach of any provision of this Agreement after providing written notice of the alleged breach to the other party, and allowing the other party at least thirty (30) days after receipt of the written notice in which to cure the alleged breach. Early termination shall not entitle CARTS to receive any compensation for services not actually rendered (i.e., for hours not driven) under this Agreement. Attachment number 2 Page 3 of 7 Item # V Interlocal Agreement between City of Georgetown and CARTS concerning pilot study for fixed route bus transit Page 4 of 7 5. NOTICES All notices, demands and requests, including invoices which may be given or which are required to be given by either party to the other, and any exercise of a right of termination provided by this Agreement, shall be in writing and shall be deemed effective when: (i) personally delivered to the intended recipient; (ii) two (2) days after being sent, by certified or registered mail, return receipt requested, addressed to the intended recipient at the address specified below; (iii) delivered in person to the address set forth below for the party to whom the notice was given; (iv) deposited into the custody of a recognized overnight delivery service such as Federal Express Corporation, Emery, or Lone Star Overnight, addressed to such party at the address specified below; or (v) sent by facsimile, telegram or telex, provided that receipt for such facsimile, telegram or telex is verified by the sender and followed by a notice sent in accordance with one of the other provisions set forth above. For purposes of this Section, the addresses of the parties for all notices are as follows (unless changed by similar notice in writing given by the particular person whose address is to be changed): CARTS: General Manager 2010 E. 6th St Austin, TX 78702 CITY: City Manager P.O. Box 409 Georgetown, Texas 78627 6. MISCELLANEOUS 6.1. Entire Agreement. This Agreement constitutes the entire agreement of the parties regarding the subject matter contained herein. The parties may not modify or amend this Agreement, except by written agreement approved by the governing bodies of each party and duly executed by both parties. 6.2. Approval. This Agreement has been duly and properly approved by each party’s governing body and constitutes a binding obligation on each party. 6.3. Assignment. Except as otherwise provided in this Agreement, a party may not assign this Agreement or subcontract the performance of services without first obtaining the written consent of the other party. 6.4. Non-Waiver. A party’s failure or delay to exercise a right or remedy does not constitute a waiver of the right or remedy. An exercise of a right or remedy under this Agreement does not preclude the exercise of another right or remedy. Rights and remedies under Attachment number 2 Page 4 of 7 Item # V Interlocal Agreement between City of Georgetown and CARTS concerning pilot study for fixed route bus transit Page 5 of 7 this Agreement are cumulative and are not exclusive of other rights or remedies provided by law. 6.5. Paragraph Headings. The various paragraph headings are inserted for convenience of reference only, and shall not affect the meaning or interpretation of this Agreement or any section thereof. 6.6. Attorneys’ Fees. In any lawsuit concerning this Agreement, the prevailing party shall be entitled to recover reasonable attorneys’ fees from the nonprevailing party, plus all out- of-pocket expense such as deposition costs, telephone calls, travel expenses, expert witness fees, court costs, and other reasonable expenses. 6.7. Severability. The parties agree that in the event any provision of this Agreement is declared invalid by a court of competent jurisdiction that part of the Agreement is severable and the decree shall not affect the remainder of the Agreement. The reminder of the Agreement shall be in full force and effect. 6.8. Venue. The parties agree that all disputes that arise out of this Agreement are governed by the laws of the State of Texas and venue for all purposes herewith shall be in Williamson County, Texas. 6.9. Open Meetings. The parties hereby represent and affirm that this Agreement was adopted in an open meeting held in compliance with the Texas Open Meetings Act (Tex. Gov. Code, Ch. 551). 6.10. Current Revenues. The parties to this Agreement expressly acknowledge and agree that all monies paid pursuant to this Agreement shall be paid from current revenues available to the paying party. (Signatures follow on separate page) Attachment number 2 Page 5 of 7 Item # V Interlocal Agreement between City of Georgetown and CARTS concerning pilot study for fixed route bus transit Page 6 of 7 MADE TO BE EFFECTIVE on November 17, 2008 (the “Effective Date”). CITY OF GEORGETOWN CAPITAL AREA RURAL TRANSPORTATION SYSTEM By: ______________________________ By: _________________________________ Name: George G. Garver David L. Marsh Title: Mayor General Manager ATTEST: By: ___________________________ Sandra D. Lee, City Secretary APPROVED AS TO FORM By: Patricia E. Carls, City Attorney (Notarized acknowledgements follow on next page) Attachment number 2 Page 6 of 7 Item # V Interlocal Agreement between City of Georgetown and CARTS concerning pilot study for fixed route bus transit Page 7 of 7 THE STATE OF TEXAS § § COUNTY OF WILLIAMSON § This instrument was acknowledged before me on the ____ day of ________________________, 2008, by George G. Garver in his capacity as Mayor of the City of Georgetown, Texas, on behalf of said municipal corporation. Notary Public in and for the State of Texas THE STATE OF TEXAS § § COUNTY OF TRAVIS § This instrument was acknowledged before me on the ____ day of ________________________, 2008, by David L. Marsh, in his capacity as General Manager of Capital Area Rural Transportation System, a rural transit district created under Chapter 458 of the Texas Transportation Code, on behalf of said district. Notary Public in and for the State of Texas Attachment number 2 Page 7 of 7 Item # V && && & & %, %, %, %, %, %, %, %, %, %, %, %, %, %,%, %, %, %, %, %, %, %, %, %, %, %, %, %, %, %, %, %, %, %, %,%, %, %, %,%,%, %, %, %, %,%, %, %, %, %, %, %, %, %, %, %, %,%, %, %, %, %, %, %, %, %, %, %, %, %, %, %, %, SW 2 S W 3 §¨¦35 C R 15 0 C R 15 2 C R 1 4 0 C R 1 1 0 SHEL L R D C R 1 C R E S T A T E H I G H C R 1 0 3 M A P L E S T E 4 1 D B W O O D RD RIVE R Y BLVD S H E L L S P U R E U N I V E R S I T Y A V E C R 1 51 F U T U R E C O L L E C T O R W UN I VERSIT Y AVE A LT. CR 188 L U N A T R L !(130 ")971 !(29 !(29 S O U T H W E S T B Y P A S S C R 1 0 4 C R 1 0 3 E X T . E 2ND ST E 7 T H ST SANALOMA DR B O O T Y 'S C R O S S IN G R D CO U N T R Y R D E 21 ST ST C R 1 1 0 F UTUR E C O L L E C T O R AIRP O R T RD IN N ER L O O P S E ")2338 W 17TH ST SCENIC DR WHIS P E R I N G W I N D D R WILD W O O D D R L O O P D B W O O D R D F U T U R E C O L L E C T O R W I L L I A M S D R S A U ST I N A V E S C H U R C H S T S U N C I T Y B L V D D E L W E B B B L V D S E R E N A D A DR C E D A R B R E A KS RD S E 1 LAKE W A Y D R NO R T H W E S T B L V D N A U S T I N A V E N E IN N E R L O O P S M I T H C R E E K R D M A I N S T H U T T O R D S O U T H W E S T ER N B LV D COOPE R A T I VE WAY C R 1 1 5 A I R P ORT RD CR 152 F U T U R E J I M H O G G R D C O L L E C T O R S E 1 SE 1 F U T U R E C O L L ECTO R WOLF R A N C H P K W Y F M 1 4 6 0 S O U T H W E S T E R N Map maintained by: City of Georgetown, Texas Planning and Development Department 300 Industrial Avenue P.O. Box 1458 Georgetown, Texas 78627 Phone: 930-3575 Coordinate System: Texas State Plane/Central Zone/NAD 83/Feet PILOT PROGRAM October 27, 2008 *** Cartographic Data For General Planning Purposes Only *** The accuracy and precision of this cartographic data is limited and should be used for informational/planning purposes only. This data does not replace surveys conducted by registered Texas land surveyors nor does it constitute an "official" verification of zoning, land use classification, or other classification set forth in local, state, or federal regulatory processes. The City of Georgetown, nor any of its employees, do not make any warranty, express or implied, including any warranty of merchantability and fitness for a particular purpose, or assumes any legal liability or responsibility for the accuracy, completeness, or usefullness of any such information, nor does it represent that its use would not infringe upon privately owned rights. 0 2,500 5,000 Feet 1 inch = 0.25 miles · chris bryce Legend Pilot Project 1 %,North Route Bus Stops %,Shopper Shuttle Bus Stops %,East Route Bus Stops %,Southeast Route Bus Stops %,Southwest Route Bus Stops %,Sun City Route Bus Stops Future_Service_to_Intermodal_Facility North_Route_Select_Trips_08.02 North_Route_2008_02_12 Shopper_Shuttle_2008 02 12 East Route Southeast_Route_2008_02_14 Southwest_Route_2008_02_07 Sun_City_Route 2008 02 11 &HOTELENTRANCES map.GTOWN.MajorSteets map.GTOWN.ParcsInfo map.GTOWN.LakeGeorgetown map.GTOWN.SouthwesternUniversity map.GTOWN.CityLimits Attachment number 3 Page 1 of 1 Item # V City of Georgetown, Texas November 11, 2008 SUBJECT: Second Readingof an Ordinance fora Rezoning to amend the Development Plan for a Planned Unit Development (PUD) District for 104.95 acres in the Clement Stubblefield Survey known as Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9, located in the 1000 Block of W. University Ave. -- Carla Benton, Planner II and Elizabeth Cook, Director of Planning and Development ITEM SUMMARY: See attached report. FINANCIAL IMPACT: None SUBMITTED BY: Carla Benton, Planner II ATTACHMENTS: Aerial Minutes Public Comment Ordinance Report Wolf Ranch Development Plan Ordinance Exhibit A Cover Memo Item # W Wolf Ranch PUD Amendment Carnival and Vehicle Display Page 1 of 5 City Council Meeting: November 11, 2008 Agenda Item _______ Agenda Item Cover Sheet Subject: Second Reading of an ordinance for a Rezoning to amend the Development Plan for a Planned Unit Development (PUD) District for 104.95 acres in the Clement Stubblefield Survey known as Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9, located in the 1000 Block of W. University Ave. Item Summary: Owner: SPG Wolf Ranch, L.P. Applicant: Jason Rammel, Sheets & Crossfield, P.C. Location: 1015 West University Avenue Utilities: City of Georgetown water, wastewater and electric Zoning: PUD with a base district of C-3, General Commercial Status: This property is currently developed as Wolf Ranch Shopping Center, located at the intersection of IH 35 and SH 29 West. The applicant is requesting two amendments to the PUD to permit carnival use and vehicle display. These proposed uses are allowed within the base zoning district of C-3. The amendment request for Section 11.1, Prohibited Uses, is to remove carnival use from the list of prohibited uses. Carnivals have been held at Wolf Ranch in the past until the Special Events Committee was notified of the prohibition in the PUD. The City’s Municipal Code, Chapter 6.04 Carnivals, Circuses and Other Exhibitions, establishes standards for carnival uses, and past events have been in compliance with those standards. Section 11.11 of the proposed amendment to the Development Plan would permit carnivals no more than two times per year and would allow the carnival to remain in operation for ten (10) consecutive days with two (2) additional days allowed for set up and tear down; providing two weekends of operation. Chapter 6.04.025 of the Municipal Code (MC) allows for operation of a carnival for ten consecutive days, but this time includes set up and tears down of the facilities. Between the First and Second Readings of this ordinance the legal staff has advised that the PUD may not provide an amendment that would exceed the number of days of operation allowed by the Municipal Code and the request has since been removed from the proposed amendment. The applicant has clarified the amending Section by adding the prohibition of animals for petting zoos or similar attractions involving live animals. Additionally, they have agreed to eliminate the Attachment number 1 Page 1 of 5 Item # W Wolf Ranch PUD Amendment Carnival and Vehicle Display Page 2 of 5 use of music after the hour of 10:00 p.m., although Chapter 6.04.025 of the MC allows operation of the carnival until midnight on all days except Saturday when operation is allowed until 1:00 a.m. Sunday. They must at all times remain within the limits of the Noise Ordinance. The applicant intends to continue to be consistent with all remaining requirements of Chapter 6.04 of the Municipal Code and the PUD for the carnival use. The amendment to Section 11.05, Outdoor Sales and Display, proposes to allow the placement of vehicles for display, provided that such vehicles are not displayed in conjunction with the sale of the vehicles on the property. A maximum of six (6) vehicles are proposed for display at any one time. There are two display areas proposed; one to the west of the fireplace area at the end of the main entry drive and the second located south of the fountain amenity area, as seen in Exhibit K of the Development Plan. These proposed areas will not impact the on-site parking for the center, nor will the display be allowed to impede pedestrian or emergency access in any way. Vehicles displayed on unpaved surfaces must provide an approved barrier to prohibit any impact on the soil. All signage shall comply with the sign codes, which currently would allow no signage or sales of any type. Carnivals are allowed by right in all C-3 district uses. The Wolf Ranch PUD has a base district of C-3 and would therefore allow this particular use under that zoning district. The use is prohibited only under the PUD standards. History: Several recent amendments have been processed for clarification and update of the PUD. Those amendments include the addition to the PUD of Lot 9A, with the requirement for preservation of the Heritage Tree, the updates to the Master Signage Plan and the Tree Preservation Plan as further described in the attached minutes. Surrounding Land Use / Zoning: Location Zoning 2030 Land Use Designation Existing Use North C-3, General Commercial Regional Commercial Vacant South RS, Residential Single Family Parkland Vacant East IH35 - - West ETJ Regional Commercial Vacant Basis of Support: A. As proposed, the existing PUD zoning of this development implements the following Vision/ Goals/Policies and Actions of the Georgetown 2030 Comprehensive Plan, Land Use Element and Thoroughfare Plan: • Policies and Actions: 2.A. 1. Establish criteria that define the characteristics of desirable infill development. (e.g., compatibility with adjoining uses). • Policies and Actions: 2.C. Identify potential opportunities and selectively target, Attachment number 1 Page 2 of 5 Item # W Wolf Ranch PUD Amendment Carnival and Vehicle Display Page 3 of 5 plan and promote development/reuse initiatives. B. The proposed revisions to the PUD promote the health, safety, or general welfare of the City and the safe, orderly and healthful development of the City through its consistency with, and implementation of, the Georgetown 2030 Comprehensive Plan. Section 3.06.040 Approval Criteria (Planned Unit Development) 1. The PUD has achieved an orderly and creative arrangement of the land uses with respect to each other, and to the entire community; 2. The PUD has provided desirable open space and preservation of existing trees within the development; 3. The development has and continues to implement the intended building and site design standards as depicted in the original PUD Development Plan; and 4. Public utilities and services have been accommodated in a timely manner. Special Considerations: None. Financial Impact: None. Public Comments: One written comment with recommendations was received. Planning and Zoning Commission: At their October 7, 2008 meeting, the Commission unanimously recommended approval of a Rezoning to amend the Development Plan for a Planned Unit Development (PUD) District, as proposed, for 104.95 acres in the Clement Stubblefield Survey known as Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9. City Council Action: On October 28, 2008, the Council conducted the Public Hearing and First Reading of the Ordinance for Rezoning. By vote of 4-1, the Council approved separating the requested amendments. By vote of 5-0 the Council approved the request for vehicle display in the rezoning amendment of the Development Plan. By vote of 4-1 the Council approved the request for carnival uses in the rezoning amendment of the Development Plan. City Council Update: The Council directed staff to return for Second Reading with additional standards relating to safety, community support and more review standards for the carnival use. The following are the updated standards proposed for the carnival use: • The provisions of Chapter 6.04 of the City Code of Ordinances pertaining to “Carnivals, Circuses, and Other Exhibitions,” shall apply to the carnival operation including, without limitation, the requirement to obtain a permit, a certificate of occupancy, liability insurance, worker’s compensation insurance, submit to inspections, etc. In the case of any Attachment number 1 Page 3 of 5 Item # W Wolf Ranch PUD Amendment Carnival and Vehicle Display Page 4 of 5 conflict between this ordinance and the provisions of Chapter 6.04, the more stringent standard shall apply. • The carnival operation must also comply with all other applicable provisions of the City Code of Ordinances. In the case of any conflict between this ordinance and the provisions of any other provision in the Code of Ordinances, the more stringent standard shall apply. • The property owner shall require the carnival owner/operator to comply with all applicable state laws and regulations, including but not limited to the requirements of Subchapter D of the Texas Occupations Code. • The distance limitations between the carnival operation and private residences set forth in Section 6.04.130 of the City Code of Ordinances must be complied with at all times. Prior to issuance of any permit under Chapter 6.04, the location of the carnival relative to private residences shall be surveyed and staked, the property owner shall ensure that the carnival operations are confined within the authorized area shown at Exhibit “L”. • A Williamson County Health Certificate shall be posted on-site at all times of operation. • There shall be paid police services on-site during all hours of carnival operation with such services provided by the City of Georgetown off-duty police or other licensed peace officers. • All carnival events must include a fund-raising partnership with a local nonprofit organization. • There shall be no sleeping or housing, or cooking facilities or accommodations on the property, and any living or sleeping outdoors or in tents, motor homes, recreational vehicles, automobiles, or in any other on-site sleeping or housing of any type whatsoever is prohibited. In addition, use of cooking facilities and cooking equipment associated with, or by personnel employed by, a carnival is also prohibited on the property, except for the purpose of preparing food for sale to the public. • Music or amplified sound shall be allowed only between the hours of 12:00 noon and 10:00 p.m. • No live animals are allowed in conjunction with the carnival. • No more than two events are allowed per calendar year. • Authorized uses permitted under this section shall expire upon violation of City or state code related to the operation of the carnival by the carnival owner or operator. Recommended Motion: Approval of a Second Reading of an ordinance for Rezoning to amend the Development Plan for a Planned Unit Development (PUD) District, as proposed, for 104.95 acres in the Clement Stubblefield Survey known as Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9. Attachments: Ordinance with Exhibit A; Attachment A – Aerial of 1000 foot separation; Attachment B – Minutes; Attachment C – Comment Submitted By: Attachment number 1 Page 4 of 5 Item # W Wolf Ranch PUD Amendment Carnival and Vehicle Display Page 5 of 5 Carla Benton _________________________ Elizabeth Cook Carla Benton Director Planner II Planning and Development Services Attachment number 1 Page 5 of 5 Item # W Wolf Ranch Sub., PUD Carnival and Vehicle Display Page 1 of 3 ORDINANCE NO. ____________ An Ordinance of the City Council of the City of Georgetown, Texas, amending part of the Zoning District Map adopted on the 4th Day of April 2002 in accordance with the Unified Development Code passed and adopted on the 11th Day of March 2003, to amend the Development Plan for A PUD, Planned Unit Development District for 104.95 acres in the Clement Stubblefield Survey known as Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9, as recorded in Cabinet Y, Slides 112-115, Cabinet AA, Slides 220-223, Cabinet Z, Slides 341-342, Cabinet AA, Slides 50-51, Cabinet BB, Slides 106-107 and Cabinet BB, Slides 108-109 of the Official Records of Williamson County, Texas; repealing conflicting ordinances and resolutions; including a severability clause; and establishing an effective date. Whereas, an application has been made to the City Council for the purpose of changing the Zoning District Classification of the following described real property ("The Property"): Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9, as recorded in Cabinet Y, Slides 112-115, Cabinet AA, Slides 220-223, Cabinet Z, Slides 341-342, Cabinet AA, Slides 50-51, Cabinet BB, Slides 108-109 and Cabinet BB, Slides 106-107 of the Official Records of Williamson County, Texas hereinafter referred to as "The Property"; Whereas, the City Council has submitted the proposed change in the Base Ordinance to the Planning and Zoning Commission for its consideration in a public hearing and for its recommendation or report; and Whereas, notice of such hearing was published in a newspaper of general circulation in the City; which stated the time and place of hearing, which time was not earlier than fifteen (15) days for the first day of such publication; and Whereas, written notice was given not less than fifteen (15) days before the date set for the meeting before the Planning and Zoning Commission to all the owners of the lots within two hundred feet of the property, as required by law; and Whereas, the applicant for such zoning change placed on the property such sign(s) as required by law for advertising the Planning and Zoning Commission hearing, not less than Attachment number 2 Page 1 of 4 Item # W Wolf Ranch Sub., PUD Carnival and Vehicle Display Page 2 of 3 fifteen (15) days before the date set for such hearing; and Whereas, the Planning and Zoning Commission conducted a Public Hearing on the rezoning at their regular meeting of October 7, 2008 and unanimously recommend approval of the requested zoning change for the above described property to amend the Development Plan for a PUD, Planning Unit Development District to allow carnival and vehicle display uses as further described in the attached Development Plan. Now, therefore, be it ordained by the City Council of the City of Georgetown, Texas, that: Section 1. The facts and recitations contained in the preamble of this ordinance are hereby found and declared to be true and correct, and are incorporated by reference herein and expressly made a part hereof, as if copied verbatim. The City Council hereby finds that this ordinance implements the following Visions/Goals/Policies and Actions of the Georgetown 2030 Comprehensive Plan and Land Use Element: • Policies and Actions: 2.A. 1. Establish criteria that define the characteristics of desirable infill development. (e.g., compatibility with adjoining uses). • Policies and Actions: 2.C. Identify potential opportunities and selectively target, plan and promote development/reuse initiatives. and further finds that the enactment of this ordinance is not inconsistent or in conflict with any other policies of the Georgetown 2030 Comprehensive Plan. Section 2. The Property shall be and the same is hereby changed to amend the Development Plan of the PUD, Planned Unit Development District to allow carnival and vehicle display uses for Wolf Ranch Planned Unit Development and incorporated by Exhibit A and reference herein, is hereby adopted by the City Council of the City of Georgetown, Texas. Section 3. The Wolf Ranch PUD, Carnival use shall be allowed under the following restrictions: • The provisions of Chapter 6.04 of the City Code of Ordinances pertaining to “Carnivals, Circuses, and Other Exhibitions,” shall apply to the carnival operation including, without limitation, the requirement to obtain a permit, a certificate of occupancy, liability insurance, worker’s compensation insurance, submit to inspections, etc. In the case of any conflict between this ordinance and the provisions of Chapter 6.04, the more stringent standard shall apply. • The carnival operation must also comply with all other applicable provisions of the City Code of Ordinances. In the case of any conflict between this ordinance and the provisions of any other provision in the Code of Ordinances, the more stringent standard shall apply. • The property owner shall require the carnival owner/operator to comply with all Attachment number 2 Page 2 of 4 Item # W Wolf Ranch Sub., PUD Carnival and Vehicle Display Page 3 of 3 applicable state laws and regulations, including but not limited to the requirements of Subchapter D of the Texas Occupations Code. • The distance limitations between the carnival operation and private residences set forth in Section 6.04.130 of the City Code of Ordinances must be complied with at all times. Prior to issuance of any permit under Chapter 6.04, the location of the carnival relative to private residences shall be surveyed and staked, the property owner shall ensure that the carnival operations are confined within the authorized area shown at Exhibit “L”. • A Williamson County Health Certificate shall be posted on-site at all times of operation. • There shall be paid police services on-site during all hours of carnival operation with such services provided by the City of Georgetown off-duty police or other licensed peace officers. • All carnival events must include a fund-raising partnership with a local nonprofit organization. • There shall be no sleeping or housing, or cooking facilities or accommodations on the property, and any living or sleeping outdoors or in tents, motor homes, recreational vehicles, automobiles, or in any other on-site sleeping or housing of any type whatsoever is prohibited. In addition, use of cooking facilities and cooking equipment associated with, or by personnel employed by, a carnival is also prohibited on the property, except for the purpose of preparing food for sale to the public. • Music or amplified sound shall be allowed only between the hours of 12:00 noon and 10:00 p.m. • No live animals are allowed in conjunction with the carnival. • No more than two events are allowed per calendar year. • Authorized uses permitted under this section shall expire upon violation of City or state code related to the operation of the carnival by the carnival owner or operator. Section 4. All ordinances and resolutions, or parts of ordinances and resolutions, in conflict with this Ordinance are hereby repealed, and are no longer of any force and effect. Section 5. If any provision of this Ordinance or application thereof to any person or circumstance, shall be held invalid, such invalidity shall not affect the other provisions, or application thereof, of this Ordinance which can be given effect without the invalid provision or application, and to this end the provisions of this Ordinance are hereby declared to be severable. Section 6. The Mayor is hereby authorized to sign this Ordinance and the City Secretary to attest. This Ordinance shall become effective and be in full force and effect on the date of final adoption by City Council. PASSED AND APPROVED on First Reading on the 28th day of October, 2008. Attachment number 2 Page 3 of 4 Item # W Wolf Ranch Sub., PUD Carnival and Vehicle Display Page 4 of 3 PASSED AND APPROVED on Second Reading on the 11th day of November, 2008. ATTEST: THE CITY OF GEORGETOWN: ______________________ _________________________ Sandra D. Lee By: George Garver City Secretary Mayor APPROVED AS TO FORM: ______________________ Patricia E. Carls City Attorney Attachment number 2 Page 4 of 4 Item # W Attachment number 3 Page 1 of 39 Item # W Attachment number 3 Page 2 of 39 Item # W Attachment number 3 Page 3 of 39 Item # W Attachment number 3 Page 4 of 39 Item # W Attachment number 3 Page 5 of 39 Item # W Attachment number 3 Page 6 of 39 Item # W Attachment number 3 Page 7 of 39 Item # W Attachment number 3 Page 8 of 39 Item # W Attachment number 3 Page 9 of 39 Item # W Attachment number 3 Page 10 of 39 Item # W Attachment number 3 Page 11 of 39 Item # W Attachment number 3 Page 12 of 39 Item # W Attachment number 3 Page 13 of 39 Item # W Attachment number 3 Page 14 of 39 Item # W Attachment number 3 Page 15 of 39 Item # W Attachment number 3 Page 16 of 39 Item # W Attachment number 3 Page 17 of 39 Item # W Attachment number 3 Page 18 of 39 Item # W Attachment number 3 Page 19 of 39 Item # W Attachment number 3 Page 20 of 39 Item # W Attachment number 3 Page 21 of 39 Item # W Attachment number 3 Page 22 of 39 Item # W Attachment number 3 Page 23 of 39 Item # W Attachment number 3 Page 24 of 39 Item # W Attachment number 3 Page 25 of 39 Item # W Attachment number 3 Page 26 of 39 Item # W Attachment number 3 Page 27 of 39 Item # W Attachment number 3 Page 28 of 39 Item # W Attachment number 3 Page 29 of 39 Item # W Attachment number 3 Page 30 of 39 Item # W Attachment number 3 Page 31 of 39 Item # W Attachment number 3 Page 32 of 39 Item # W Attachment number 3 Page 33 of 39 Item # W Attachment number 3 Page 34 of 39 Item # W Attachment number 3 Page 35 of 39 Item # W Attachment number 3 Page 36 of 39 Item # W Attachment number 3 Page 37 of 39 Item # W Attachment number 3 Page 38 of 39 Item # W Attachment number 3 Page 39 of 39 Item # W Attachment number 4 Page 1 of 1 Item # W Attachment B Planning and Zoning Commission and City Council Minutes Agenda Item: Public Hearing and possible action on a Rezoning to amend the Wolf Ranch Development Plan for a Planning Unit Development (PUD) District for 104.95 acres in the Clement Stubblefield Survey known as Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9, located in the 1000 Block of W. University Ave. Planning and Zoning Commission (October 7, 2008): Staff report given by Carla Benton. Vice- chair Milburn invited the applicant. The applicant stated he would be glad to answer any questions. Vice-chair Milburn opened the public Hearing. No one came forward. The public hearing was closed. Motion by Damon recommend approval of a Rezoning to amend the Development Plan for a Planned Unit Development (PUD) District, as proposed, for 104.95 acres in the Clement Stubblefield Survey known as Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9. Second by Lawson. Approved. (5-0) Agenda Item: Public Hearing and First Reading of an ordinance for a Rezoning to amend the Development Plan for a Planned Unit Development (PUD) District for 104.95 acres in the Clement Stubblefield Survey known as Wolf Ranch Subdivision, Amended Plat of Wolf Ranch Subdivision, Block A, Lots 2 & 8, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4B, Resubdivision of Wolf Ranch Subdivision, Block A, Lot 4C, Resubdivision of Wolf Ranch Subdivision, Block A, Lots 5, 6 and 9, located in the 1000 Block of W. University Ave City Council (October 28, 2008): (DRAFT) Benton explained this item and said this is an amendment for a development plan for a planned unit development. She said they are making two requests. She described these requests. Carnivals, vehicle display, etc. She noted the City Code. She said they are asking for two additional days over what is already in the Code. She said the second request is for outdoor sales and placement of vehicles on property. She noted the vehicles would for display and not related to sales. She described the areas that would be designated for vehicle displays. She said this is consistent with the comprehensive plan. She said the P&Z unanimously recommended approval. Attachment number 5 Page 1 of 2 Item # W Public Hearing opened at 8:26pm Closed at 8:26pm Benton read only the caption of the ordinance after having satisfied the requirements of the City Charter. Sansing asked about the intent to park cars. Speaker, Jason Rammel and Janine Butler, came up to speak. Butler said they have been approached by car dealerships regarding sponsorship opportunities. She said it would be purely advertising and off-site displays. Oliver asked and Butler agreed this would only approve the Carnival to go into a designated area of the shopping center. Oliver asked and Benton said, within any C-3 district, carnivals are allowed but this particular PUD had a prohibition against carnivals. Brandenburg differentiated between display and event. Brainard expressed his opinion about carnivals. Motion by Brainard, second by Eason that these two issues (parking and carnival) be considered separately. Sansing said, if the City can do anything do generate sales revenue like a carnival, he can not support voting against the carnival. Vote on the motion: Approved 4-1 (Oliver opposed) Motion by Brainard, second by Sansing to approve car display permit. (listen to Eason's questions) Approved 5-0 Motion by Oliver, second by Sansing to approve carnival item. Oliver said the City already approves Carnivals and Wolf Ranch is a great place to have it. Eason said she will be voting against this and said the City has not received the quality of retailers and food outlets that were promised at the beginning of the development agreement. She said she is concerned with the quality of development at Wolf Ranch. Berryman asked about the benefit of the carnival to Wolf Ranch. Butler said it is an economic positive to the City and Simon properties receives very positive response to it. Berryman asked about the screening of the Carnival vendors. Denied 3-2 (Brainard, Eason opposed) Motion by Berryman, second by Oliver to suspend the rules. Approved 3-2 (opposed Eason and Brainard) Motion by Berryman, second by Oliver to reconsider the carnival item. Berryman made an argument to approve this item. Eason asked and Butler said the vendors at Wolf Ranch enjoy having the carnival there. Brainard's comments and Eason said she is willing to approve this item if contingencies are added into it. Oliver suggested that, procedurally, Council pass the first reading and then reconsider it at the next reading. Benton said the PUD is proposing to limit carnivals to twice a year. Approved 4-1 (Brainard opposed) Motion by Oliver, second by Berryman to approve carnival item that staff works with the applicant to have this connected to community fundraising and to have staff put in a mechanism that would trigger a reconsideration. Blumme asked and Eason said the mechanism would be any restrictions included in the PUD. Approved 4-1 (Brainard opposed) Attachment number 5 Page 2 of 2 Item # W Attachment C September 29, 2008 Carla, Thank you for the information on the changes that W olf Ranch is proposing in their zoning change request. Dick and I are not fans of the itinerant carnivals that come through town. He has had numerous negative experiences with injuries sustained by local people hired to worked for them as well as those traveling with the carnival. Occasionally the injuries were severe and they had no means to pay for the health care required. However, we understand that it is a draw for children and families. We would like to request consideration of changes to the hours of operation. Now that the city has implemented a youth curfew, it makes no sense to allow the carnival to run past the curfew hours. We would suggest 11:00 on weeknights and midnight on Friday and Saturday. We agree that the music needs to be turned off by 10:00 PM each night. Since we are located just across the river from the property, any music at Wolf Ranch carries well across the river valley directly into our homes over here. Please share our comments with the Planning and Zoning Commission. If I need to officially return my comments on the form provided with the notification, please let me know. Thank you. Barbara Pearce Richard Pearce 612 San Gabriel Overlook E. Georgetown, Texas 78628 Attachment number 6 Page 1 of 1 Item # W City of Georgetown, Texas November 11, 2008 SUBJECT: Second Reading of an amending Ordinance No. 2008-34 pertaining to the annexation of approximately 45.401 acres of land in the J. Thompson Survey, Abstract No. 608, known as Weir Ranch, to correct the Council District in which the annexation area is located -- Edward G. Polasek, AICP, Principal Planner and Elizabeth Cook, Director of Planning and Development ITEM SUMMARY: The City Council completed the annexation of Phase 1 of the future Weir Ranch Development on June 10, 2008. Section 3 of the ordinance incorrectly identified the City Council District for the property. Weir Ranch is only adjacent to Council District 3, therefore should have been placed in Council District 3. This ordinance corrects that section of the Ordinance 2008-34. FINANCIAL IMPACT: SUBMITTED BY: Edward G. Polasek, AICP ATTACHMENTS: cover sheet Amending Ordinance Ordinance Attachment Cover Memo Item # X Council meeting: November 11, 2008 Item No. __________ AGENDA ITEM COVER SHEET SUBJECT: Second Reading of an amending Ordinance No. 2008-34 pertaining to the annexation of approximately 45.401 acres of land in the J. Thompson Survey, Abstract No. 608, known as Weir Ranch, to correct the Council District in which the annexation area is located. ITEM SUMMARY: The City Council completed the annexation of Phase 1 of the future Weir Ranch Development on June 10, 2008. Section 3 of the ordinance incorrectly identified the City Council District for the property. Weir Ranch is only adjacent to Council District 3, therefore should have been placed in Council District 3. This ordinance corrects that section of the Ordinance 2008-34. The Ordinance will have to be read. SPECIAL CONSIDERATIONS: FINANCIAL IMPACT: ATTACHMENTS: Ordinance with exhibit. RECOMMENDED MOTION: Approve Ordinance. Submitted By: ___________________________________ _______________________________________ Elizabeth Cook Edward G. Polasek, AICP Planning Director Principal Planner Attachment number 1 Page 1 of 1 Item # X Ordinance No.________________ Amending Ordinance No. 2008-34 Correcting Council District for Annexed Lands-Weir Ranch Page 1 of 2 ORDINANCE NO._______________ An Ordinance of the City Council of the City Of Georgetown, Texas Amending Ordinance No. 2008-34 Pertaining to the Annexation of Approximately 45.401 Acres of Land in the J. Thompson Survey, Abstract No. 608, Said Land Known Locally as the Weir Ranch, to Correct the Council District in Which Said Newly Annexed Land is Located; Providing A Severability Clause; And Establishing An Effective Date. WHEREAS, on June 10, 2008, the City Council of the City of Georgetown adopted Ordinance No. 2008-34, which annexed the lands described therein into the City Limits; and WHEREAS, Section 3 of Ordinance No. 2008-34 provided as follows: Section 3: The 45.401 acres, more or less, in the J. Thompson Survey, Abstract No. 608, as described in Exhibit A of this Ordinance, is included in Council District 1, as it is adjacent to Council District 2 an no other District. WHEREAS, as is shown on the attached Exhibit A to this ordinance, the land that was annexed by Ordinance No. 2008-34 is actually adjacent to Council District 3 and to no other Council District and thus should have been assigned to Council District 3; and WHEREAS, because of the several typographical errors in Section 3 of Ordinance No. 2008-34 which resulted in the assignment of the land annexed by Ordinance No. 2008-34 to the wrong Council District, Ordinance No. 2008-34 needs to be amended and corrected. Now, therefore, be it ordained by the City Council of the City of Georgetown, Texas that: Section 1. The facts and recitations contained in the preamble of this Ordinance are hereby declared to be true and correct, and are incorporated be reference herein and made a part hereof, as if copied verbatim. The City Council hereby finds that this is not inconsistent with or in conflict with the 2030 Comprehensive Plan. Section 2. Section 3 of Ordinance No 2008-34 is hereby amended to provide as follows: Section 3: The 45.401 acres, more or less, in the J. Thompson Survey, Abstract No. 608, as described in Exhibit A of Ordinance No. 2008-34, is included in Council District 3, as it is adjacent to Council District 3 and to no other District. Section 3. All ordinances and resolutions, or parts of ordinances and resolutions that are in conflict with this Ordinance are hereby repealed, and no longer in effect. The portions of Ordinance No. 2008-34 not amended hereby remain in full force and effect and are unchanged by this Ordinance. Attachment number 2 Page 1 of 2 Item # X Ordinance No.________________ Amending Ordinance No. 2008-34 Correcting Council District for Annexed Lands-Weir Ranch Page 2 of 2 Section 4. If any provisions of this Ordinance or application thereof to any person or circumstance, shall be held invalid, such invalidity shall not affect the other provisions, or applications thereof, of this Ordinance which can be given effect without the invalid provision or application and to this end the provisions of this Ordinance are hereby declared to be severable. Section 5. The Mayor of Georgetown is hereby authorized to sign this Ordinance and the City Secretary to attest. This Ordinance shall become effective and be in full force and effecting accordance with the terms of the City Charter. PASSED AND APPROVED on First Reading on the 28th day of October 2008. PASSED AND APPROVED on Second Reading on the 11th day of November 2008. ATTEST: THE CITY OF GEORGETOWN: Sandra D. Lee George G. Garver City Secretary Mayor APPROVED AS TO FORM: Patricia E. Carls City Attorney Attachment number 2 Page 2 of 2 Item # X I Coordinate System: Texas State Plane/Central Zone/NAD 83/US Feet COUNCIL DISTRICT THREE Legend *** Cartographic Data For General Planning Purposes Only *** 1 inch = 4,000 feetRiver/Stream Local Street 0 4,0002,000 Feet Major StreetOctober 14, 2008 City Limits City Council Districts District 2 District 3 District 4 District 5 District 6 District 7 District 1 3 1 2 6 Annexation Ordinance 2008-34: Weir Ranch Attachment number 3 Page 1 of 1 Item # X City of Georgetown, Texas November 11, 2008 SUBJECT: First Reading of an Ordinance revising Chapter 4.08 by amending Section 4.08.010 of the City Code relating to "Authority of City Manager to Contract;" adding new Section 4.08.011 relating to Change Orders; and adding new Section 4.08.012 relating to Delegation of Purchasing Authority by the City Manager-- Marsha Iwers, Purchasing Manager and Micki Rundell, Director of Finance & Administration ITEM SUMMARY: This ordinance amends Chapter 4.08, Section 4.08.010 of the City of Georgetown Chapter Municipal Code relating to “Authority of City Manager to Contract; adds new section 4.08.011 relating to change orders; adds new Section 4.08.012 relating to delegation of purchasing authority by City Manager. In Section 6.11 of the City of Georgetown Home Rule Charter, the City Manager is authorized to contract for items approved in the budget that are within State competitive bidding laws limits. All contracts and expenditures are to be in compliance with City’s Annual Budget and the City’s Fiscal and Budgetary Policy. This ordinance updates and clarifies Section 4.08.010 to be in compliance with Section 6.11. Recent legislative changes require that the City Council formally authorizes the City Manager, or his designee, to determine whether a method of procurement other than competitive sealed bidding is utilized. This is a formal clean-up of existing purchasing references within the City’s codes as stated in the Fiscal and Budgetary policy. This ordinance also clarifies and updates the purchasing process for change orders to be in compliance with Local Government Code 252.048. FINANCIAL IMPACT: SUBMITTED BY: Micki Rundell, Director of Finance and Administration ATTACHMENTS: Ordinance4.08 Cover Memo Item # Y Ordinance No.________________ ABANDONMENT, SALE, ETC. OF CITY LAND, STREETS, ETC. Page 1 of 4 C:\Program Files\Neevia.Com\Document Converter\temp\PDFConvert.665.1.Ordinance 4.08 REV.doc ORDINANCE NO._______________ An Ordinance Of The City Council Of The City Of Georgetown, Texas Revising Chapter 4.08 by Amending Section 4.08.010 of the City Code Relating To “Authority of City Manager to Contract;” Adding New Section 4.08.011 Relating to Change Orders; Adding New Section 4.08.012 Relating to Delegation of Purchasing Authority by City Manager; Providing A Penalty Clause; Providing A Severability Clause; And Establishing An Effective Date. WHEREAS, the City Council of the City of Georgetown desires to update and clarify its purchasing processes; and WHEREAS, existing Section 4.08.010 was made moot by the adoption of Section 6.11 of the City Charter and by annual budget ordinances since 2001, but, for clarity, the changes shown below are desired; and WHEREAS, Senate Bill No. 1765 was recently adopted by the 80th Texas Legislature, which adds a new provision to Section 252.021 of the Texas Local Government Code relating to the process for using procurement procedures other than competitive bidding and allows for the governing body to delegate authority for the procurement process; and WHEREAS, the existence of purchasing procedures will assist the City and the public in conducting the City’s purchasing and contracting affairs. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF GEORGETOWN, TEXAS, that: SECTION 1. The facts and recitations contained in the preamble of this ordinance are hereby found and declared to be true and correct, and are incorporated by reference herein and expressly made a part hereof, as if copied verbatim. The City Council hereby finds that this ordinance complies with the Vision Statement of the City of Georgetown 2030 Comprehensive Plan. SECTION 2 Chapter 4.08 of the City Code of Ordinances is hereby amended to provide as follows: CHAPTER 4.08. AUTHORITY OF CITY MANAGER AND CITY STAFF TO CONTRACT Attachment number 1 Page 1 of 4 Item # Y Ordinance No.________________ ABANDONMENT, SALE, ETC. OF CITY LAND, STREETS, ETC. Page 2 of 4 C:\Program Files\Neevia.Com\Document Converter\temp\PDFConvert.665.1.Ordinance 4.08 REV.doc Section 4.08.010 Authorized (A) Pursuant to Section 6.11 of the City of Georgetown Home Rule Charter, the City Manager is authorized to contract for expenditures without further approval of Council for items in the City Council approved budget for which the contract amount does not exceed the amount which requires compliance with state competitive bidding laws, provided that all such contracts and expenditures are in compliance with the City’s Annual Budget and the City’s Fiscal and Budgetary Policy. (B) All contracts or expenditures in excess of the amount that requires compliance with the state competitive bidding laws must be approved by the City Council, even if they are included in the City Council-approved budget. (C) If a method of procurement other than competitive sealed bidding is allowed by law, the City Manager or his designee shall have the authority under Section 252.021(c) of the Texas Local Government Code to determine whether to use an alternative method of procurement. If the City Manger or his designee is considering using a method other than competitive sealed bidding, the City Manager or his designee shall make such determination before notice is given. If the competitive sealed proposals requirement applies to the contract, the City Manger or his designee shall consider the criteria described by Section 252.043(b) of the Local Government Code and the discussions conducted under Section 252.042 to determine the best value for the City. Section 4.08.011 Contract Change Orders (A) The City Manager or his designee may approve change orders involving an increase or decrease of twenty-five thousand dollars ($25,000.00) or less. Change orders involving an increase or decrease in costs of more than twenty five thousand dollars ($25,000.00) must be approved by the City Council. (B) Notwithstanding the provisions of Subsection (A), the original contract price may not be increased by more than twenty five percent (25%) without the prior approval of the City Council. (C) Notwithstanding the provisions of Subsection (A), the original contract price may not be decreased by more than twenty five percent (25%) without the prior approval of the contractor. Attachment number 1 Page 2 of 4 Item # Y Ordinance No.________________ ABANDONMENT, SALE, ETC. OF CITY LAND, STREETS, ETC. Page 3 of 4 C:\Program Files\Neevia.Com\Document Converter\temp\PDFConvert.665.1.Ordinance 4.08 REV.doc Section 4.08.012 Delegation of Purchasing Authority by City Manager (A) The City Manager and the Director of Finance and Administration shall be responsible for developing written Purchasing Policies and Procedures that are consistent with state law and with this Chapter. The Purchasing Policies and Procedures may be amended from time to time. Any such amendments shall be effective upon written approval by the City Manager. (B) The City Manager may designate certain employees holding certain positions as having authority to sign contracts for expenditures at amounts below twenty-five thousand dollars ($25,000.00). (C) Delegation of purchasing authority shall be established in the City’s Annual Budget. SECTION 3 All Ordinances and Resolutions, or parts of Ordinances and Resolutions that are in conflict with this Ordinance are hereby repealed, and no longer in effect. SECTION 4 If any provisions of this Ordinance or application thereof to any person or circumstance, shall be held invalid, such invalidity shall not affect the other provisions, or applications thereof, of this Ordinance which can be given effect without the invalid provision or application and to this end the provisions of this Ordinance are hereby declared to be severable. SECTION 5 The Mayor of Georgetown is hereby authorized to sign this Ordinance and the City Secretary to attest. This Ordinance shall become effective and be in full force and effecting accordance with the terms of the City Charter. PASSED AND APPROVED on First Reading on the _____ day of __________ 2008. PASSED AND APPROVED on Second Reading on the _____ day of _________ 2008. ATTEST: THE CITY OF GEORGETOWN: Sandra D. Lee George Garver City Secretary Mayor Attachment number 1 Page 3 of 4 Item # Y Ordinance No.________________ ABANDONMENT, SALE, ETC. OF CITY LAND, STREETS, ETC. Page 4 of 4 C:\Program Files\Neevia.Com\Document Converter\temp\PDFConvert.665.1.Ordinance 4.08 REV.doc APPROVED AS TO FORM: Patricia E. Carls City Attorney Attachment number 1 Page 4 of 4 Item # Y City of Georgetown, Texas November 11, 2008 SUBJECT: First Reading of an Ordinance amending Section 13.36.130 of the Code of Ordinances pertaining to setting the culpable mental state required for a violation of Chapter 13, Section 36 at criminal negligence -- Micki Rundell, Director of Finance & Administration; Cathy Leloux, Court Administrator and Patricia E. Carls, City Attorney ITEM SUMMARY: The Texas Penal Code dispenses with the requirement of a culpable mental state for violations of a City Code for which the maximum penalty does not exceed $500. The Code of Ordinances for the City of Georgetown does not currently dispense with the requirement of a culpable mental state for violations of the Code for which the penalty does exceed $500. Section 13.36.130 of the Code currently expressly dispenses with the requirement of a culpable mental state for violations of Chapter 13, Section 36. Section 13.36.130 currently sets the maximum penalty for a violation of Chapter 13, Section 36 at $2000. The proposed ordinance amends Section 13.36.130 to set the culpable mental state at criminal negligence for a violation of Chapter 13, Section 36, in order to conform with state law. FINANCIAL IMPACT: SUBMITTED BY: Micki Rundell, Director of Finance and Administration ATTACHMENTS: Ammendment to 13.36.130 Cover Memo Item # ZAA Ordinance No._____________ Amendment to 13.36.130. Enforcement—Providing a Culpable Mental State Page 1 of 2 ORDINANCE NO. _____________ AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF GEORGETOWN, TEXAS AMENDING SECTION 13.36.130 “ENFORCEMENT”, TO CHAPTER 13 OF THE CITY OF GEORGETOWN CODE OF ORDINANCES RELATING TO PUBLIC UTILITIES AND SERVICES; REPEALING CONFLICTING ORDINANCES, PROVIDING A SEVERABILITY CLAUSE, AND PROVIDING AN EFFECTIVE DATE. WHEREAS, Section 13.36.130 of the Georgetown Code of Ordinances does not require a culpable mental state required to establish responsibility for violations of the Chapter, and WHEREAS, Texas Penal Code Section 6.02 prohibits a municipality from dispensing with the culpable mental state where the penalty for violation exceeds five hundred dollars, and WHEREAS, the penalty for violating Chapter 13 of the Georgetown Code of Ordinances exceeds five hundred dollars, and WHEREAS, the Council finds that amending Section 13.36.130 to provide for a culpable mental state of criminal negligence is in the best interest of the City of Georgetown. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF GEORGETOWN, TEXAS, THAT: SECTION 1. The facts and recitations contained in the preamble of this ordinance are hereby found and declared to be true and correct, and are incorporated by reference herein and expressly made a part hereof, as if copied verbatim. SECTION 2. Section 13.36.130 of the City Code of Ordinances relating to “Culpable Mental State” is hereby amended as follows. Sec. 13.36.130. Enforcement. A.-H. No changes. I. Culpable Mental State. A culpable mental state of criminal negligence as defined in V.T.C.S. Tex. Penal Code Section 6.03 is required to prove a criminal offense under this Chapter. J.-R. No changes. Attachment number 1 Page 1 of 2 Item # ZAA Ordinance No._____________ Amendment to 13.36.130. Enforcement—Providing a Culpable Mental State Page 2 of 2 SECTION 3. That all ordinances that are in conflict with the provisions of this ordinance be, and the same are hereby, repealed and all other ordinances of the City not in conflict with the provisions of this ordinance shall remain in full force and effect. SECTION 4. If any provision of this ordinance or application thereof to any person or circumstance, shall be held invalid, such invalidity shall not affect the other provisions, or application thereof, of this ordinance which can be given effect without the invalid provision or application, and to this end the provisions of this ordinance are hereby declared to be severable. SECTION 8. The Mayor is hereby authorized to sign this ordinance and the City Secretary to attest. This ordinance shall become effective in accordance with the provisions of the Charter of the City of Georgetown. PASSED AND APPROVED on First Reading on the ________________day of _______________________________, 2008. PASSED AND APPROVED on Second Reading on the ____________ day of ______________________________, 2008. ATTEST: THE CITY OF GEORGETOWN ______________________________ By: Sandra D. Lee, City Secretary George Garver, Mayor APPROVED AS TO FORM: _____________________________________ Patricia E. Carls, City Attorney Attachment number 1 Page 2 of 2 Item # ZAA City of Georgetown, Texas November 11, 2008 SUBJECT: First Reading of an Ordinance adding new Section 1.08.040 to the Code of Ordinances pertaining to a culpable mental state for violations of the Code -- Micki Rundell, Director of Finance & Administration; Cathy Leloox, Court Administator and Patricia E.Carls, City Attorney ITEM SUMMARY: The Texas Penal Code dispenses with the requirement of a culpable mental state for violations of a City Code for which the maximum penalty does not exceed $500. The Code of Ordinances for the City of Georgetown does not currently dispense with the requirement of a culpable mental state for violations of the Code for which the penalty does exceed $500. The proposed ordinance dispenses with the requirement of a culpable mental state for all violations of the Code for which the penalty does not exceed $500. The proposed ordinance also sets the culpable mental state at criminal negligence for all violations of the Code for which the penalty does exceed $500. The proposed ordinance also adopts the definition of the different culpable mental states from Texas Penal Code Section 6.03. FINANCIAL IMPACT: SUBMITTED BY: Micki Rundell, Director of Finance and Administration ATTACHMENTS: Culpable Mental State Ordinance Cover Memo Item # BB Ordinance No._____________ Culpable Mental State Page 1 of 2 ORDINANCE NO. _____________ AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF GEORGETOWN, TEXAS ADDING NEW SECTION 1.08.040 “CULPABLE MENTAL STATE”, TO CHAPTER 1 OF THE CITY OF GEORGETOWN CODE OF ORDINANCES RELATED TO GENERAL PROVISIONS; REPEALING CONFLICTING ORDINANCES, PROVIDING A SEVERABILITY CLAUSE, AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the Georgetown Code of Ordinances does not provide for a culpable mental state required to establish responsibility for violations of the Code, and WHEREAS, the Council finds that amending the Georgetown Code of Ordinances to provide for culpable mental states to establish responsibility for violations of the Code is in the best interest of the City of Georgetown. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF GEORGETOWN, TEXAS, THAT: SECTION 1. The facts and recitations contained in the preamble of this ordinance are hereby found and declared to be true and correct, and are incorporated by reference herein and expressly made a part hereof, as if copied verbatim. SECTION 2. Section 1.08.040 of the City Code of Ordinances relating to “Culpable Mental State” is hereby added as follows. Sec. 1.08.040. Culpable Mental State. (a) If the definition of a violation of this Code does not prescribe a culpable mental state, a culpable mental state is not required if the penalty for such violation does not exceed the sum of $500.00. (b) If the definition of a violation of this Code does not prescribe a culpable mental state and the penalty for such violation exceeds the sum of $500.00, criminal negligence shall suffice to establish criminal responsibility for the violation. (c) Culpable mental states are defined in V.T.C.A., Penal Code § 6.03, as amended. SECTION 3. That all ordinances that are in conflict with the provisions of this ordinance be, and the same are hereby, repealed and all other ordinances of the City not in conflict with the provisions of this ordinance shall remain in full force and effect. Attachment number 1 Page 1 of 2 Item # BB Ordinance No._____________ Culpable Mental State Page 2 of 2 SECTION 4. If any provision of this ordinance or application thereof to any person or circumstance, shall be held invalid, such invalidity shall not affect the other provisions, or application thereof, of this ordinance which can be given effect without the invalid provision or application, and to this end the provisions of this ordinance are hereby declared to be severable. SECTION 5. The Mayor is hereby authorized to sign this ordinance and the City Secretary to attest. This ordinance shall become effective in accordance with the provisions of the Charter of the City of Georgetown. PASSED AND APPROVED on First Reading on the ________________day of _______________________________, 2008. PASSED AND APPROVED on Second Reading on the ____________ day of ______________________________, 2008. ATTEST: THE CITY OF GEORGETOWN ______________________________ By: Sandra D. Lee, City Secretary George Garver, Mayor APPROVED AS TO FORM: _____________________________________ Patricia E. Carls, City Attorney Attachment number 1 Page 2 of 2 Item # BB City of Georgetown, Texas November 11, 2008 SUBJECT: Consideration and possible action to appoint Tiffany McLendon to a position on the Main Street Advisory Board that expires in February of 2009 -- Mayor George Garver ITEM SUMMARY: FINANCIAL IMPACT: None SUBMITTED BY: Mayor George Garver Cover Memo Item # CC City of Georgetown, Texas November 11, 2008 SUBJECT: Sec.551.071: Consultation with Attorney 1. Advice from attorney about pending or contemplated litigation and other matters on which the attorney has a duty to advise the City Council, including agenda items 2. Legal issues related to the City of Georgetown' s power supply contract with LCRA and potential litigation pertaining to same 3.Mark Shelton v. City of Georgetown, et al;Cause No. A07CA063; in the United States District Court for the Western District of Texas, Austin Division 4.Lear v. Jimmy Lewis Fennell and City of Georgetown,Cause No. A08-CA-719LY, in the United States District Court for the Western District of Texas Austin Division 5.First Citizens Bank & Trust Company v. City of Georgetown,Cause No. D-1-GN-08-02325, 53rd Judicial District, Travis County, Texas 6. Discussion of legal issues related to payment obligations for the Public Utility Improvements under the "Development Agreement with Forestville Associates, a Maryland General Partnership, regarding development of Wolf Ranch" dated September 11, 2003 7. Discussion of legal issues related to Development Agreement and Utility Agreement for the Water Oak Subdivision (ABG Subdivision) 8.Berry Creek Partners v. City of Georgetown,Cause No. 08-767-C277, in the District Court of Williamson County, 277th Judicial District 9. Consideration and possible action to approve new engagement letters with all outside counsel currently assisting the City of Georgetown on various matters. ITEM SUMMARY: None FINANCIAL IMPACT: None SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # DD City of Georgetown, Texas November 11, 2008 SUBJECT: Sec.551.086 Competitive Matters 1. Deliberation regarding future City of Georgetown Power Supply Options -- Jim Briggs, Assistant City Manager for Utility Operations ITEM SUMMARY: None FINANCIAL IMPACT: None SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # EE City of Georgetown, Texas November 11, 2008 SUBJECT: Sec.551.072 Real Property 1. Deliberation regarding the potential purchase of property at 105 North IH35 -- Paul E. Brandenburg, City Manager ITEM SUMMARY: None FINANCIAL IMPACT: None SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # FF City of Georgetown, Texas November 11, 2008 SUBJECT: Sec.551.074 Personnel Matters 1.Consideration and possible action related to the process of filling the anticipated open position of City Secretary in December 2008 2. Discussion and possible action related to the duties and performance criteria of the City Manager ITEM SUMMARY: None FINANCIAL IMPACT: None SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # GG