1996-04-15SOUTHLAKE PARK DEVELOPMENT CORPORATION MEETING
667 North Carroll Avenue
Southlake, Texas 76092
April 15,1996
OW01!131
MEMBERS PRESENT: David Yelton, President; W. Ralph Evans, Vice -President. Members:
Gary Fickes, Janet Murphy, Lou Ann Heath.
MEMBERS ABSENT: Sally Hall, Michael Richarme, Rod Johnson.
STAFF PRESENT: Kim McAdams Lenoir, Director of Parks and Recreation Department; Sandra
L. LeGrand, City Secretary.
Agenda Item #2, Approval of the Minutes
The Minutes of the January 15, 1996 and February 19, 1996 meetings were approved as presented.
Agenda Item #3, Consider: Fiscal Policy
Finance Director Lou Ann Heath presented the Fiscal Policy (attached to Minutes) to the members
and explained each item. Ms. Heath stated that 15% of the SPDC current fiscal year's budgeted
sales tax revenues is retained for operating reserve. This reserve will be used for unanticipated
expenditures and to offset lower than expected sales tax receipts. Funds in excess of the minimum
operating reserve may be used for park capital improvements when approved by the SPDC Board
and Southlake City Council in the budget process or in a budget amendment during the budget year.
The Fiscal Policy requires approval by the SPDC Board and can be changed at any time.
SPDC President David Yelton commended Ms. Heath on developing the Policy.
Gary Fickes made a motion to approve the Policy as presented. Ralph Evans seconded the motion.
The committee voted 4-0 to approve the SPDC Fiscal Policy as presented.
Agenda Item #4, Consider: Budget Amendments
Kim McAdams Lenoir, Parks and Recreation Director, presented a memo (attached) outlining the
proposed mid -year budget amendments and explained that these items are needed for park planning,
new facilities, maintenance repairs and park maintenance projects planned for this summer. Ms.
Lenoir commented that City Council approved the first reading of the items listed under "General
Southlake Parks Development Corporation Meeting
April 15, 1996
Page 2
Fund" and "Park Dedication Fees" at the April 9th Council meeting. SPDC needs to consider the
iems under "Half -Cent Sales Tax." Those items are:
#4 Shade structures, top soil, turf and irrigation for Adventure Alley & Bicentennial Park
expansion. Account #300/975.50 at a cost of $35,000.
The explanation was that there were no irrigation, turf or shade structures programmed for
the Adventure Alley Playground and that additional turf and topsoil are needed for the new
section of the park this summer as the rye grass dies and the Bermuda grass is established.
#7 Durham Parking Lot Lights. Account #300/975.50 at a cost of $7,000.
The explanation is that the Durham Elementary joint -use gym and cafetorium are used by
the public in the evenings. There have been numerous complaints about the dark parking
lots. The proposal will provide light for the two back (east) parking lots.
The committee discussed these two proposals and noted that on item #7 (Durham Parking Lot
Lights) the lights will be on timers and will operate the same as the other lights in front of the
existing building.
A motion was made by Gary Fickes to approve items #4 and #7 of the mid -year budget amendments.
The motion was seconded by Ralph Evans. The committee voted 4-0 to approve budget items #4
and #7 amendments as presented.
Agenda Item # 5, Consider: Update on Construction Projects
Kim McAdams Lenoir briefed the committee on the construction projects.
Bicentennial Park Expansion, Phase I is substantially complete. There are a few minor plumbing
issues to be complete. It was noted that the construction contract includes a one-year maintenance
agreement which is now being used to repair broken water lines, replace dead plant material and
repair door hinges that have been broken. The contractor will hydro mulch the bare areas of the
soccer and baseball fields in June. The soccer and baseball fields will be closed for the summer to
establish the turf. City crews will be working to get Bermuda grass established throughtout the
park.
Ms. Lenoir mentioned that the City has acquired a drainage easement from Ralph Evans.
The Carroll Middle School gymnasium and recreation center is substantially complete. There are
A
Southlake Parks Development Corporation Meeting
April 15, 1996
Page 3
some minor items to be completed by the contractor.
Agenda Item #6, Adjournment
A motion was made by Gary Fickes to adjourn at 6:30 p.m. The motion was seconded by Ralph
Evans and the committee voted 4-0 to adjourn.
David Yelton, President
ATTEST:
Sandra L. LeGrand
City Secretary
C AWPFILES\SPDC\96-04-15.MIN
/lc
SOUTHLAKE PARKS DEVELOPMENT CORPORATION
Fiscal Policy
General Fiscal Policy. Southlake Parks Development Corporation sales tax receipts will be
annually designated during the normal budget process:
1. For payment of annual requirements for principal and interest on sales tax
revenue bond debt service;
2. To establish and maintain an operating reserve;
3. For Park Capital Projects;
4. For operational expenditures to support park projects.
Reserve Policy. The Southlake Parks Development Corporation will retain, as a minimum, 15%
of the current fiscal year's budgeted sales tax revenues as an operating reserve. This reserve will
be used for unanticipated expenditures and to offset lower than expected sales tax receipts.
Funds in excess of the minimum operating reserve may be designated for park capital
improvements when approved by the SPDC Board and Southlake City Council in the annual
budget process or in the form of a budget amendment during the budget year. A transfer from
the SPDC Operating Fund to the SPDC Capital Projects Fund will be made for the approved park
capital improvements.
Revenue Policy Conservative estimates of sales tax receipts will be used for budget purposes.
Estimates may be made using historical trends, anticipated new retail outlets, and existing retail
sales tax base growth.
Debt Management Polio Sales tax revenue bonded debt may be issued for approved capital
projects only if projected annual sales tax receipts will equal or exceed one and one-half times
the average annual debt service requirement.
Budget Polio The SPDC will operate on a fiscal year basis, beginning October 1 and ending
September 30. An annual operating, debt service, and capital projects budget will be adopted by
the SPDC Board and presented to the Southlake City Council in conjunction with the annual
budget process for the City of Southlake.
Investment Policy. Investment of SPDC funds will be made according to the current approved
Investment Policy of the City of Southlake.
7
From the Desk of .....
Linda Carpenter
A� k A 0� (..
SP�L
J
City of Southlake, Texas
April 11, 1996
TO: Southlake Park Development Corporation
FROM: Kim McAdams, Director of Parks and Recreation
SUBJECT: Mid -Year Budget New Items Requested
Following is a summary of FY 1995-96 new requested budget amendments that are needed for
park planning, new facilities, maintenance repairs and park maintenance projects planned for this
year summer.
New Mid -Year Requests
Priority
Item Descriptions
Half -cent
Dedication
General
Fees
Fund
(Acct# 300)
(Acct #350)
(Acct #145)
1
Horse Fence for Huse Homeplace
(975) $8600
Trail
2
Citizen Survey - Park Master Plan
(230) $6800
3
A/C replacement at Community
(970) $9000
Center
4
Shade structures, top soil, turf &
(975.5)
irrigation for Adventure Alley &
$35,000
Bicentennial Park Expansion
5
Lap Top Computer
(950) $2000
6
Small frontend loaderibox blade
(920)
tractor
$21,239
7
Durham Parking Lot Lights
(975.50)
$7,000
Totals
$42,000
$15,400
$32,239
Justification of items requested are as follows:
1- Horse fence for the newly dedicated equestrian trail in the Harbor Oaks area which was approved
by City Council in December 1995. It is a 1200 linear foot, three rails, a wooden split rail fence,
installed. The developer and the public are ready for its installation ASAP.
2- Citizen survey is a "scientific" random telephone survey of 600 residents to gauge the public need
for future park facilities and recreation programs. This will help us finalize the Park Master Plan
Update with absolute validity.
3- A/C units in the small meeting rooms need to be replaced (discovered in September 1995). They
are old side mounted units that are not efficient or effective. We had several citizen complain this
past summer and need to replace these units.
4- No irrigation, turf or shade structures were programmed for the Adventure Alley Playground.
Additional turf and topsoil are needed this summer for the new section of the park as the rye grass
dies and bermuda grass is established.
5-The lap top computer is mainly for our Administrative Assistant to use at the office. It will also
be used by the staff to take to the various committee and board meetings for entering minutes
or data on sites which saves valuable staff time.
6- The new tractor is needed to better maintain the ballfields. The existing tractor (purchased in
1993) is too large and heavy to maneuverer on the ballfields. The smaller tractor is more versatile
for the major maintenance, fertilizing, top dressing, aerating and reworking the infields which we
must do regularly on the athletic fields.
7- The Durham Elementary Joint -use Gym and Cafetorium is used by the public in the evenings.
We have received many complaints about the dark parking lots. This proposal will light the two
back (east) parking lots with down lighting.
City Council approved the first reading of the General Fund and Park Dedication Fee budget
changes Tuesday. SPDC needs to consider the half -cent sales tux budget requests.
Call me if you have any questions at 481-5581 ext 757.
INSTI
CITY OF SOUTHLAKE
Southlake Parks Development Corporation
Nlid-Year Review
April 11, 1996
EXECUTIVE SUMMARY
Issue
Construction Projects
Background
The Bicentennial Park Expansion, Phase I is substantially complete. The contractor had a few
minor plumbing issues to complete that were signed off on by city inspectors on April 4th. The
contract includes a one year maintenance agreement which we are now using to repair broke water
lines, replace dead plant material, repair door hinges that have broke, etc. In June the contractor will
return to hydro mulch the bare areas of the soccer and baseball fields. City crews will be working
hard this summer to get bermuda grass established throughout the park. Baseball and soccer fields
will be closed for the summer so we can establish the turf.
The City has acquired the drainage easement from Ralph Evans. Contract is attached for your
review.
The CMS Gym/Recreation Center is substantially complete. The contractor still has some minor
items to complete. TPM, the CISD project manager is working with Ridgemont to complete those
items.
CITY OF SOUTHLAKE
Southlake Parks Development Corporation
Mid -Year Review
April 11, 1996
EXECUTIVE SUMMARY
Issue
Park Planning Projects
Background
The Parks, Recreation and Open Space Master Plan was adopted by City Council in January 1992.
The City Charter requires that it be reviewed and updated if necessary every four years. The Parks
and Recreation Board and staff began the review "in house" in October 1995. The Park Board
conducted two focus groups in January 1996 that have raised some issues that need further research.
We need to produce a "scientific" random telephone survey to verify the facility needs and desires
of the citizens. In the summer of 1995, we felt the Citizens Survey completed in January 1995 and
the focus groups would meet our needs for the update. The facilities requested by the citizens are
much more specific than the 1995 Citizens Survey analyzed. Assuming that we move forward with
a telephone survey, the following revised time line is designed for the completion of the Parks,
Recreation and Open Space Master Plan update.
April - Survey Design
May - Survey
June - Analysis
July - P&Z Review & Public Hearings
August - Presentation to City Council
West Beach/COE "City" Park Master Plan
The City has acquired 80% of the targeted 131 acres which is adjacent to 200 + acres of the Corps
of Engineers (COE) Walnut Grove Park. This park will be the City's largest park. The City applied
for a $500,000 grant to complete the acquisition of the land and develop the first phase of
construction. We should be notified this summer if we were selected for grant funding. We will
pursue major community involvement in its design. The proposed time line is as follows:
April -Data Collection
May - Public Meetings
June - Design Options / Final Plan
July - Phasing Plan & Cost Estimates - SPDC
August - Final Plans Presented to City Council
The Bicentennial Park Master Plan is being done to address several issues. One aspect is to
prepare a program for the phase II expansion project programmed for 1997. Secondly, we need to
review the old and new sections of the park to bring the design elements throughout the park so it
blends as one park. And thirdly, we need to address the needs and desires of the various interest
groups for this park with a plan. The time line for this project is as follows:
April -Data Collection
May - Public Meetings
June - Design Options / Final Plan
July - Phasing Plan & Cost Estimates - SPDC
August - Final Plans Presented to City Council
The Trail System Master Plan was approved in August 1995. The Park Board has been asked by
several citizens to save the equestrian trails now on private property that will be lost forever as the
property is sold and developed. The Parks and Recreation Board will attempt to contact those
property owners willing to see the trails preserved so as to maintain the "country atmosphere" that
they have grown accustomed to and want to maintain. If the property owners cooperate with this
proposal, the following time line is proposed for amending the Trail System Master Plan:
April -Data Collection
May - Public Meetings
June - P&Z Review
July - City Council Review
CITY OF SOUTHLAKE
Southlake Parks Development Corporation
Mid -year Review
April 11, 1996
EXECUTIVE SUMMARY
Issue
Joint Use Program Update
Background
In September 1995, the CISD/City Joint -use Durham Elementary Gym/Cafetorium and CMS
Gym/Recreation Center opened to the public.
Discussion
Durham Elementary Gym/Cafetorium has been used by the City for its annual Harvest Festival
(Halloween), four Masterwork Series Concerts, Parent/Child Valentine Dance, Indoor Soccer
League, Jazzercize classes, Fun Time Live and Spring Break Camp. The total number of
participants to date in these programs equals 6184. This summer the City will hold summer day
camps in this facility.
There have been some scheduling conflicts, but CISD and the City are working toward solving these
issues. There has been a private after -school contractor in our office space which conflicts with the
Joint -Use Agreement. The contract expires May 31 for this contractor and CISD will not renew it.
One unsolved issue is the complaints we receive from the unlighted back parking lots. The cost of
lighting the back two parking lots is $7,000. SPDC will consider this expenditure in April. This
will not light the north parking lot.
CMS Gym/Recreation Center has been used by the City for Men's Basketball Leagues, FunTime
Live (bimonthly Saturday night dance/parry for teens), and karate classes. The total participants to
date equal 3923. During Spring Break, the City held open gym daily and will continue it on
Wednesdays and Saturdays until the summer. This week the Middle/ Intermediate After -school
Program began. This summer the City will use this facility for open gym, for sports camps,
Jazzercise for Kids, Fun Time Live and will staff the office.
There have been a few scheduling conflicts, but CISD and the City are working together to resolve
these.
One unresolved issue is the need for more parking near the gym so people do not overload the circle
in the front of the school. CISD is working on a proposed layout for a parking lot.
In Summary
City staff and CISD staff agree that there are great advantages in working together in full utilization
of the facilities for the community. Some of the realizations of joint -use are that "school hours" are
more than just 8:00 a.m. to 4:00 p.m., Monday through Friday. Schools are heavily used by the
District after hours and seasonally. And CISD is having to realize that maintenance of facilities
cannot be loosely scheduled for summer, Spring Break and Christmas break when the City is using
the facility but must clearly schedule plans early and narrow in scope to work with the City program
plans.
To maximize use of the joint -use facilities, more staff will be needed in FY 1996-97.
SI STAX96. WK4
1,025,061
CITY OF SOUTHLAKE
SOUTHLAKE PARKS DEVELOPMENT CORPORATION
SALES TAX REVENUES
1995-96
collected
budget
balance
budget
to date
balance
percent
S670.500
S341.687
S'H.i£1,3
49.04%
FISCAL
FISCAL
FISCAL
YEAR
YEAR
% Inc
YEAR
% Inc
MONTH
229A
2AM
--D=
25Lk
October
$0
$44,975
n/a
$64,344
43.1%
November
0
26,049
n/a
55,958
114.8%
December
0
33,622
n/a
51,987
54.6%
January
0
47,843
n/a
70,181
46.7%
February
0
34,007
n/a
47,635
40.1%
March
0
28,300
n/a
51,581
82.3%
April
0
44,106
n/a
0
-100.0%
May
29,145
40,554
39.1%
0
-100.0%
June
29,788
41,627
39.7%
0
-100.0%
July
47,079
67,593
43.6%
0
-100.0%
August
29,490
54,792
85.8%
0
-100.0%
September
37 614
53,282
41.7%
Q
-100.0%
TOTAL
$173,116
$516,751
$341,687
59.1%
W15/96
CITY OF SOUTHLAKE
SALES TAX REVENUES
six year comparison
1995-96 collected budget balance
budget to date balance percent
SI-341.UM e683 374 S657.626 49.040%
MONTH
FISCAL
YEAR
90/91
FISCAL
YEAR
91/92
% Inc
-Dec
1 FISCAL
1 YEAR
92/93
% Inc
-Dec
FISCAL
YEAR
93/94
% Inc
-Dec
FISCAL
YEAR
I 94/95
% Inc
-Dec
FISCAL
YEAR
f 95/96
% Inc
-Dec-
October
$44,081
$46,731
6.0%f
$50,956
9.0%
$99,408
95.1%f
$89,951
-9.5%
$128,689
43.1%
November
37,117
27,929
-24.8%!
42,126
50.8%
50,623
20.2%
52,099
2.9%
111,917
114.8%
December
28,464
33,273
16.9%
33,950
1.7%
70,155
107.3%
67,243
-4.2%
103,975
54.6%
January
47,106
40,012
-15.1%
67,713
69.2%
106,541
57.3%
95,697
-10.2%
140,362
46.7%
February
22,487
40,106
78.4%
39,351
-1.9%
57,839
47.0%
68,015
17.6%
95,269
40.1%
March
32,955
37,488
13.8%
44,176
17.8%
59,378
34.4%
56,600
-4.7%
103,163
82.3%
April
41,445
57,543
38.8%
68,664
19.3%
87,438
27.3%
88,212
0.9%
0
-100.0%
May
36,627
41,020
12.0%
54,623
33.2%
58,291
6.7%
81,109
39.1%
0
-100.0%
•e
37,894
43,105
13.8%
52,027
20.7%
59,577
14.5%
83,253
39.7%
0
-100.0%
July
47,017
51,357
9.2%
80,567
56.9%
94,157
16.9%
135,187
43.6%
0
-100.0%
August
35,951
48,731
35.5%
48,290
-0.9%
58,980
22.1%
100,594
85.8%
0
-100.0%
September
37,004
42,741
15.5%
54,395
27.3%
75,228
38.3%
106.563.
41.7%
¢
-100.0%
TOTAL
$448,148
$510,036
13.8%
$636,738
24.8%
$8772615
37.8%
$1,033,502
17.8%
$683,374
59.1%
SISrAX%.WK4 REPORT DATE 04/15/96
• Fvst momh or 1/2 cent additional sales tu. ,
City of Southlake
Sales Tax Analysis
FY1995-96
1 % Sales
Tax
Actual
Budget
Actual
Estimated
(est-budg)
%
Month
19 4-
1995-96
1995-96
1995-96
Difference
Chanae
October
89,951
116,949
128,689
128,689
11,740
10.04%
November
52,099
77,204
111,917
111,917
34,713
44.96%
December
67,243
93,105
103,975
103,975
10,870
11.67%
January
95,687
122,971
140,362
140,362
17,391
14.14%
February
68,015
93,916
95,269
95,269
1,353
1.44%
March
56,600
81,930
103,163
103,163
21,233
25.92%
April
88,212
115,123
0
115,123
0
0.00%
May
81,109
107,664
0
107,664
(0)
-0.00%
June
83,253
95,741
0
95,741
0
0.00%
July
135,187
164,446
0
164,446
(0)
-0.00%
August
109,584
137,563
0
137,563
(0)
-0.00%
September
106,563
134,388
4
134,388
(W
-0.00%
Total
1,033,503
1,341,000
683,375
1,438,300
97,300
7.26%
% increase
29.75%
39.17%
1 /2% Sales Tax
Actual
Budget
Actual
Estimated
(est-budg)
%
Month
1_994-95
19 59� 9- 6
1995-96
1995-96
Difference
Chanae
October
44,976
58,474
64,345
64,345
5,870
10.04%
November
26,050
38,602
55,959
55,959
17,357
44.96%
December
33,622
46,553
51,988
51,988
5,435
11.67%
January
47,844
61,486
70,181
70,181
8,695
14.14%
February
34,008
46,958
47,635
47,635
677
1.44%
March
28,300
40,965
51,581
51,581
10,616
25.92%
April
44,106
57,561
0
57,561
(0)
-0.00%
May
40,555
53,832
0
53,832
(0)
-0.00%
June
41,627
47,870
0
47,870
(0)
-0.00%
July
67,594
82,223
0
82,223
(0)
-0.00%
August
54,792
68,782
0
68,782
0
0.00%
September
53`282
67,194
0
67194
(W
-0.00%
Total
516,752
670,500
341,687
719,149
48,649
7.26%
04115M
slsesft.wk4
Budget for 1995-96 assumes a 5% increase on actual estimated 1994-95 collections plus
$405,000 annual for Walmart.