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Item 6A - MemoITEM 6A ICITY OF SOUTHLAKE MEMORANDUM June 11, 2024 TO: Alison D. Ortowski, City Manager FROM: Stacey Black, Assistant City Manager SUBJECT: Ordinance No. 1284, 2nd Reading, Appointing Carol Montgomery as the Judge of the Municipal Court of Record and authorizing the Mayor to execute an agreement with the Municipal Judge. Action Requested: City Council approval of Ordinance No. 1284, 2nd Reading, Appointing Carol Montgomery as the Judge of the Municipal Court of Record and authorizing the Mayor to execute an agreement with the Municipal Judge. Background Information: The current Municipal Court Judge, Carol Montgomery, has served since July 17, 2001, and has been reappointed by the City Council eleven times, most recently on July 7, 2022, under Ordinance No. 1259. Her current term ends on July 6, 2024, requiring the City Council to appoint a new Municipal Court Judge. City Council discussed the Judge's appointment during the Executive Session at the May 21, 2024 City Council meeting and expressed their intention to reappoint Judge Montgomery. Judge Montgomery meets all the qualifications and conditions set forth by the Southlake City Charter, which include: • the individual must be a licensed attorney in good standing; • the individual must be licensed to practice in the State of Texas; • the individual must have two or more years of experience in practicing law in Texas; and • that the judge shall serve a two-year term. The Judge is primarily responsible for presiding over all municipal court proceedings. Alison D. Ortowski, City Manager June 11, 2024 Page 2 ITEM 6A Ordinance No. 1284, included in your packet, authorizes the appointment of Carol Montgomery as Municipal Court Judge for the City of Southlake through July 6, 2026. It also authorizes the Mayor, with City Council approval, to execute an agreement to establish the compensation, benefits, and essential functions of the Municipal Court Judge. This allows the City Council to adopt any changes to the agreement during the two-year term without requiring a new ordinance. The first reading of the Ordinance passed 6-0 at the June 4, 2024 City Council Meeting. Based on the City Council's direction, the agreement incorporates a pay adjustment to align the Judge's salary with the desired market position. All other terms remain unchanged from the previously executed agreement. This new agreement spans two years, starting on July 7, 2024, and ending on July 6, 2025. A copy of the agreement is attached. Financial Considerations: The Judge's gross bi-weekly compensation, currently at $2,786.66, will increase to $3,076.93. This adjustment has no negative financial impact and can be accommodated within the FY 2024 budget. Strategic Link: Performance Management and Service Delivery: Collaborate with select business partners to implement service solutions. Citizen Input/ Board Review: N/A Legal Review: The Ordinance and Agreement were reviewed by the City Attorney's Office. Alternatives: Judge Montgomery is seeking reappointment. The City Council may reappoint Judge Montgomery or seek other applicants as desired. The council may also approve or modify the attached Ordinance. Supporting Documents: Ordinance No. 1284 Proposed Municipal Judge Agreement Executed Ordinance No. 1259 Alison D. Ortowski, City Manager ITEM 6A June 11, 2024 Page 3 Staff Recommendation: City Council appoint Carol Montgomery as the Judge of the Municipal Court of Record and authorize the Mayor to execute an agreement with the Municipal Judge. ORDINANCE NO. 1284 AN ORDINANCE OF THE CITY OF SOUTHLAKE, TEXAS APPOINTING THE JUDGE OF THE MUNICIPAL COURT OF RECORD IN THE CITY OF SOUTHLAKE AND AUTHORIZING THE MAYOR TO EXECUTE AN AGREEMENT WITH THE MUNICIPAL JUDGE; PROVIDING THAT THIS ORDINANCE SHALL BE CUMULATIVE OF ALL ORDINANCES; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the City of Southlake is a home rule city acting under its charter adopted by the electorate pursuant to Article XI, Section 5 of the Texas Constitution and Chapter 9 of the Local Government Code; and WHEREAS, the City Council has adopted regulations governing its municipal court of record in Article II of Chapter 8 of the Code of Ordinances of the City of Southlake, Texas, as amended; and WHEREAS, Chapter 30 of the Texas Government Code relating to municipal courts of record provides that the judge of the municipal court of record shall be appointed by the City Council by ordinance. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF SOUTHLAKE, TEXAS: SECTION 1. In accordance with the Code of Ordinances of the City of Southlake, Texas, as amended, Carol Montaomery is hereby appointed as the judge of the municipal court of record in the City of Southlake, Texas, for a term of two years, which will expire July 6, gngR SECTION 2. This appointment of the judge shall be for a term of office of two years from the date of appointment. Page 1 SECTION 3. The Mayor is hereby authorized to execute the Agreement with the Municipal Judge approved by the City Council to establish the compensation, benefits, and essential functions of the Municipal Court Judge. SECTION 4. This ordinance shall be cumulative of all provisions of ordinances and of the Code of Ordinances of the City of Southlake, Texas, as amended, except where the provisions of this ordinance are in direct conflict with the provisions of such ordinances and such Code, in which event the conflicting provisions of such ordinances and such Code are hereby repealed. SECTION 5. It is hereby declared to be the intention of the City Council that the phrases, clauses, sentences, paragraphs, and sections of this ordinance are severable, and if any phrase, clause, sentence, paragraph or section of this ordinance shall be declared unconstitutional by the valid judgment or decree of any court of competent jurisdiction, such unconstitutionality shall not affect any of the remaining phrases, clauses, sentences, paragraphs and sections of this ordinance, since the same would have been enacted by the City Council without the incorporation in this ordinance of any such unconstitutional phrase, clause, sentence, paragraph or section. SECTION 6. This ordinance shall be in full force and effect from and after its passage and publication as required by law, and it is so ordained. Page 2 PASSED AND APPROVED ON FIRST READING THIS DAY OF 2024. SHAWN MCCASKILL MAYOR ATTEST: AMY SHELLEY CITY SECRETARY PASSED AND APPROVED ON SECOND READING THIS DAY OF 2024. SHAWN MCCASKILL MAYOR ATTEST: AMY SHELLEY CITY SECRETARY APPROVED AS TO FORM AND LEGALITY: CITY ATTORNEY Page 3 CITY OF SOUTH LAKE LUS CITY OF SOUTHLAKE, TEXAS Agreement Municipal Judge THIS AGREEMENT, made and entered into this 7th day of July, 2024, by and between the City of Southlake, Texas, a Municipal Corporation, chartered under the constitution of the State of Texas as a home rule city, hereinafter referred to as "City", and Carol Montaomerv, hereinafter referred to as "Municipal Judge," both of which parties hereto understand and agree as follows: WITNESSETH: City does hereby agree to enter into an Agreement with Carol Montaomery for Municipal Judge services for a period of two (2) years, beginning on July 7, 2024, and continuing through midnight on July 6, 2026, at a gross bi-weekly salary of $3,076.93. 2. Municipal Judge shall be paid an annual cell phone allowance of $1,200.00 to be paid in 50.00 increments, twice per month. The Municipal Judge shall acquire and maintain a cell phone during the term of this agreement, which shall be available for the Municipal Judge's exclusive and unrestricted use in the performance of her duties hereunder. Municipal Judge shall be responsible for all expenses required for the purchase, operation, maintenance, repair, and regular replacement of said cell phone. In addition, Southlake will provide Municipal Judge's robe and gavel. 3. City does hereby agree to budget and to pay for professional memberships, subscriptions, and dues to state and local legal associations and organizations necessary and desirable for his/her continued professional participation, growth and advancement, and for the good of the City. Such memberships to include the following: Lexis/Nexus — Online Case Tracking Texas State Bar Association Tarrant County Bar Association 4. City does hereby agree to budget and to pay for the travel and subsistence expenses of Municipal Judge for training, short courses, institutes, and seminars that are necessary for professional development and for the good of the City. 5. The Municipal Judge shall perform all functions and duties required under the City Charter, City ordinances, and as delineated and described in Attachment "A", and shall perform such other legally permissible and proper duties and functions as said position shall require. 6. The City Manager shall administer this contract on behalf of the City Council. The Municipal Judge shall keep the City Manager informed of issues related to the Court, and shall execute his/her performance in cooperation with the City Manager and the City Manager's staff, to the extent, such cooperation does not impair the necessity of judicial independence and avoids the appearance of impropriety. 7. During this Agreement, the Municipal Judge agrees to comply with all provisions of the Code of Judicial Conduct, Chapter V of the City of Southlake Charter, Article II of Chapter 8 of the Code of Ordinances of the City of Southlake, Section 30 of the Texas Government Code, and all other applicable laws pertaining to the operation of the Southlake Municipal Court of Record. In the event of a conflict between the terms of this Agreement and said Code, Charter, Statutes and laws, the terms of said Code, Charter, Statutes, and laws shall govern. 8. The Municipal Judge shall not take on representation of a client adverse to the City. The Municipal Judge shall not represent a client in a case where an employee of the City, in his/her capacity as an employee of the City, is a witness or may be summoned to appear as a witness. 9. The Municipal Judge warrants he/she meets the minimum qualifications listed in Chapter V of the City of Southlake Charter and Article II of Chapter 8 of the Code of Ordinances of the City of Southlake. 10. The City may remove the Municipal Judge from office during his/her term pursuant to and in accordance with the requirements of Section 30 of the Texas Government Code, or its successor, as same may hereafter be amended. 11. A request by the Municipal Judge for release from this Agreement prior to the end of its term must be submitted in writing to the Mayor for City Council approval not less than thirty (30) days prior to the requested date of termination. Unapproved abandonment of the Agreement shall be considered a default by the Municipal Judge in the performance of this Agreement. 12. City shall pay retirement benefits for Municipal Judge as follows: The Municipal Judge will deposit seven percent (7%) of his/her monthly salary into Texas Municipal Retirement System and the City shall match those deposits on a two -to -one basis. In Witness Whereof, City has caused this Agreement to be signed in its name by John Terrell, Mayor, and its corporate seal to be hereunto affixed and attested by its City Secretary, and the Municipal Judge has hereunto set his/her hand and seal the date first above written. Municipal Judge Carol Montgomery ATTEST: Amy Shelley City Secretary City of Southlake, Mayor Shawn McCaskill ATTACHMENT "A" CITY OF SOUTHLAKE, TEXAS Duties of the Municipal Judge Essential Functions: Perform various judicial work in the Municipal Court in accordance with the provisions of the City Charter, City ordinances and applicable State and Federal statutes in a professional and impartial manner. 2. The Municipal Judge shall effectively interact with staff and other judges to execute assigned duties in a manner consistent with the expectations established by the City Council, adhering to the highest ethical standards required of judges. The Judge shall also comply with the City's Code of Ethics and the Business Code of Conduct. 3. Preside over all municipal court proceedings. The Municipal Judge shall preside in a professional and impartial manner and treat parties, attorneys, witnesses, and the public with appropriate judicial decorum. Rulings shall be issued in a timely manner consistent with the Penal Code and the Code of Criminal Procedures. 4. Arbitrate disputes and advise counsel, jury, litigants, or Court personnel on Court procedures; administer the judicial system; settle disputes between opposing attorneys. The Municipal Judge shall maintain decorum and order in the courtroom and shall ensure that all court hearings and business shall be conducted efficiently and promptly as the court schedule dictates. 5. Establish rules of the procedures for questioning witness and defendants for which standard procedures have not been established. 6. Listen to presentation of cases and rule on the admissibility of evidence and methods of conducting testimony. 7. Promptly process and issue search and arrest warrants; set and forfeit bail for Class C misdemeanors falling under Municipal Court jurisdiction; set bail for felonies and misdemeanors as part of magisterial duties or process all duties as a Tarrant County Magistrate in a timely manner. 8. In performing magistrate duties, the Judge shall coordinate with police personnel to conduct arraignments in such a manner to maximize efficient operation of the police. 9. Instruct jury on applicable laws and procedures; direct jury to deduce facts only from evidence presented and sentence or fine offenders if convicted or see page 30 of TMCEC Municipal Judges Book under Duties and Responsibilities. 10. Review and keep current on all new laws, major court decisions and other pertinent information relevant to the revision of Court procedures and operations. 11. Demonstrate efforts to improve operations, be specific, streamline work processes, and work cooperatively and jointly to enable the court personnel to provide quality customer service. 12. Represent the Southlake Municipal Court through attendance at community court -related functions. To avoid the appearance of impropriety the Southlake Municipal Court Judge may not participate in local or State elections. STATE OF TEXAS Oath of Office "I, Carol Montqomerv, do solemnly swear (or affirm) that I will faithfully execute the duties of the office of Municipal Court Presiding Judge of the State of Texas, and will to the best of my ability preserve, protect, and defend the Constitution and the laws of the United States and of this State, so help me God." Carol Montgomery Municipal Court Presiding Judge City of Southlake Sworn to and subscribed before me by affiant on this day of , 2024. z P_ 0U� 961: T Clerk of the Court City of Southlake STATE OF TEXAS Statement of Appointed Officer "I, Carol Montgomerv, do solemnly swear (or affirm) that I have not directly or indirectly paid, offered, promised to pay, contributed, or promised to contribute any money or thing of value, or promised any public office or employment as a reward to secure my appointment or confirmation thereof, so help me God." Sworn to and subscribed before me by affiant on this �PA�CO Carol Montgomery Municipal Court Presiding Judge City of Southlake day of 12024. Court Clerk City of Southlake ORDINANCE NO. 1259 AN ORDINANCE OF THE CITY OF SOUTHLAKE, TEXAS APPOINTING THE JUDGE OF THE MUNICIPAL COURT OF RECORD IN THE CITY OF SOUTHLAKE AND AUTHORIZING THE MAYOR TO EXECUTE AN AGREEMENT WITH THE MUNICIPAL JUDGE; PROVIDING THAT THIS ORDINANCE SHALL BE CUMULATIVE OF ALL ORDINANCES; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the City of Southlake is a home rule city acting under its charter adopted by the electorate pursuant to Article XI, Section 5 of the Texas Constitution and Chapter 9 of the Local Government Code; and WHEREAS, the City Council has adopted regulations governing its municipal court of record in Article II of Chapter 8 of the Code of Ordinances of the City of Southlake, Texas, as amended; and WHEREAS, Chapter 30 of the Texas Government Code relating to municipal courts of record provides that the judge of the municipal court of record shall be appointed by the City Council by ordinance. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF SOUTHLAKE, TEXAS: SECTION 1. In accordance with the Code of Ordinances of the City of Southlake, Texas, as amended, Carol Montaomery is hereby appointed as the judge of the municipal court of record in the City of Southlake, Texas, for a term of two years, which will expire July 6, 2024. SECTION 2. This appointment of the judge shall be for a term of office of two years from the date of appointment. Page 1 SECTION 3. The Mayor is hereby authorized to execute the Agreement with the Municipal Judge approved by the City Council to establish the compensation, benefits, and essential functions of the Municipal Court Judge. SECTION 4. This ordinance shall be cumulative of all provisions of ordinances and of the Code of Ordinances of the City of Southlake, Texas, as amended, except where the provisions of this ordinance are in direct conflict with the provisions of such ordinances and such Code, in which event the conflicting provisions of such ordinances and such Code are hereby repealed. SECTION 5. It is hereby declared to be the intention of the City Council that the phrases, clauses, sentences, paragraphs, and sections of this ordinance are severable, and if any phrase, clause sentence, paragraph or section of this ordinance shall be declared unconstitutional by the valid judgment or decree of any court of competent jurisdiction, such unconstitutionality shall not affect any of the remaining phrases, clauses, sentences, paragraphs and sections of this ordinance, since the same would have been enacted by the City Council without the incorporation in this ordinance of any such unconstitutional phrase, clause, sentence, paragraph or section. SECTION 6. This ordinance shall be in full force and effect from and after its passage and publication as required by law, and it is so ordained. Page 2 PASSED AND APPROVED ON FIRST READING THIS DAY OF J U JY ., , 2022. JOHN HU�FMAN MAYOR ATTEST: AMY E Y CITY SECRETARY PASSED AND APPROVED ON SECOND READING THIS DAY OF _ jUM ,, , 2022. JdHN Hl(FFMAN MAYOR ATTEST: AMY SH E CITY SECRE APPROVED AS TO FORM AND LEGALITY: CITY ATTORNEY /% Page 3 CITY OF SOUTHLAKE 9 CITY OF SOUTHLAKE, TEXAS Agreement Municipal Judge THIS AGREEMENT, made and entered into this 7th day of July, 2022, by and between the City of Southlake, Texas, a Municipal Corporation, chartered under the constitution of the State of Texas as a home rule city, hereinafter referred to as 'City", and Carnl A ontporna", hereinafter referred to as "Municipal Judge," both of which parties hereto understand anrJ agree as follows: WITNESSETH: 1. City does hereby agree to enter into an Agreement with Carol Mont mery for Municipal Judge services for a period of two (2) years, beginning on July 7, 22 and continuing through midnight on July 6. 2024at a gross bi-weekly salary of 2 786.66. 2. Municipal Judge shall be paid an annual cell phone allowance of $1,200.00 to be paid in 50.00 increments, twice per month. The Municipal Judge shall acquire and maintain a cell phone during the tern of this agreement, which shall be available for the Municipal Judge's exclusive and unreshleted use In the performance of her duties hereunder. Municipal Judge shall be responsible for all expenses required for the purchase, operation, maintenance, repair, and regular replacement of said cell phone. In addition. Southlake will provide judge's robe and gavel. 3. City does hereby agree to budget and to pay for professional memberships, subscriptions, and dues to state and local legal associations and organizations necessary and desirable for his/her continued professional participation, growth and advancement, and for the good of the City. Such memberships to include the following: LexislNexu s — Onfine Case Tracking Texas State Bar Association Northeast Tarrant County Bar Association 4. City does hereby agree to budget and to pay for the travel and subsistence expenses of Municipal Judge for training, short courses, institutes, and seminar that are necessary for professional development and for the good of the City. 5. The Municipal Judge shall perform all functions and duties required under the City Charter, City ordinances, and as delineated and described in Attachment "A", and shall perform such other legally permissible and proper duties and functions as said position shall require. 6. The City Manager shall administer this contract on behalf of the City Council. The Municipal Judge shall keep the City Manager informed of issues related to the Court, and shall execute his/her performance in cooperation with the City Manager and the City Manager's staff, to the extent, such cooperation does not impair the necessity of judicial independence and avoids the appearance of impropriety. 7. During this Agreement, the Municipal Judge agrees to comply with all provisions of the Code of Judicial Conduct, Chapter V of the City of Southlake Charter, Article II of Chapter 8 of the Code of Ordinances of the City of Southlake, Section 30 of the Texas Government Code, and all other applicable laws pertaining to the operation of the Southlake Municipal Court of Record. In the event of a conflict between the terms of this Agreement and said Code, Charter, Statutes and laws, the terms of said Code, Charter, Statutes, and laws shall govern. 8. The Municipal Judge shall not take on representation of a client adverse to the City. The Municipal Judge shall not represent a client in a case where an employee of the City, in his/her capacity as an employee of the City, is a witness or may be summoned to appear as a witness. 9. The Municipal Judge warrants he/she meets the minimum qualifications listed in Chapter V of the City of Southlake Charter and Article II of Chapter 8 of the Code of Ordinances of the City of Southlake. 10. The City may remove the Municipal Judge from office during his/her term pursuant to and in accordance with the requirements of Section 30 of the Texas Government Code, or Its successor, as same may hereafter be amended. 11. A request by the Municipal Judge for release from this Agreement prior to the end of its term must be submitted In writing to the Mayor for City Council approval not less than thirty (30) days prior to the requested date of termination. Unapproved abandonment of the Agreement shall be considered a default by the Municipal Judge in the performance of this Agreement. 12. City shall pay retirement benefits for Municipal Judge as follows: The Municipal Judge will deposit seven percent (7h) of his/her monthly salary Into Texas Municipal Retirement System and the City shall match those deposits on a two -to -one basis. In Witness Whereof, City has caused this Agreement to be signed in Its name by John Terrell, Mayor, and its corporate seal to be hereunto affixed and attested by its City Secretary, and the Municipal Judge has hereunto set his/her hand and seal the date first above written. Municipal Judge City of Southlake, Mayor Carol on gomeiyJ 4" x NcityssTc `%j"LAK aCdo .rl i ATTACHMENT"A" CITY OF SOUTHLAKE, TEXAS Duties of the Municipal Judge Essential Functions: 1. Perform various judicial work in the Municipal Court in accordance with the provisions of the City Charter, City ordinances and applicable State and Federal statutes in a Professional and Impartial manner. 2. The Municipal Judge shall effectively Interact with staff and other judges to execute assigned duties in a manner consistent with the expectations established by the City Council, adhering to the highest ethical standards required of judges. The Judge shall also comply with the Citys Code of Ethics and the Business Code of Conduct. 3. Preside over all municipal court proceedings. The Municipal Judge shall preside in a professional and impartial manner and treat parties, attorneys, witnesses, and the public with appropriate judicial decorum. Rulings shall be issued in a timely manner consistent with the Penal Code and the Code of Criminal Procedures. 4. Arbitrate disputes and advise counsel, jury, litigants, or Court personnel on Court procedures; administer the judicial system; settle disputes between opposing attorneys. The Municipal Judge shall maintain decorum and order in the courtroom and shall ensure that all court hearings and business shall be conducted efficiently and promptly as the court schedule dictates. 5. Establish rules of the procedures for questioning witness and defendants for which standard procedures have not been established. S. Listen to presentation of cases and rule on the admissibility of evidence and methods of conducting testimony, 7. Promptly process and issue search and arrest warrants; set and forfeit bail for Class C misdemeanors falling under Municipal Court jurisdiction; set bail for felonies and misdemeanors as part of magisterial duties or process all duties as a Tarrant County Magistrate in a timely manner. S. In performing magistrate duties, the Judge shall coordinate with police personnel to conduct arraignments in such a manner to maximize efficient operation of the police. 9. Instruct jury on applicable laws and procedures; direct jury to deduce facts only from evidence presented and sentence or fine offenders ff convicted or see page 30 of TMCEC Municipal Judges Book under Duties and Responsibilities. 10. Review and keep current on all new laws, major court decisions and other pertinent information relevant to the revision of Court procedures and operations. 11. Demonstrate efforts to improve operations, be specific, streamline work processes, and work cooperatively and jointly to enable the court personnel to provide quality customer service. 12. Represent the Southlake Municipal Court through attendance at community court -related functions. To avoid the appearance of impropriety the Southlake Municipal Court Judge may not participate in local or State elections. STATE OF TEXAS Oath of Office 'I, Carol MontoomVy, do solemnly swear (or affirm) that I will faithfully execute the duties of the office of Municipal Court Presiding Judge of the State of Texas, and will to the best of my ability preserve, protect, and defend the Constitution and the laws of the United States and of this State, so help me God." Carol McSitgomery Municipal Court Presiding Judge City of Southlake Sworn to and subscribed before me by affiant on this Zqb-day of JJU , 2022. Clerk of the Court City of Southlake STATE OF TEXAS Statement of Appointed Officer "I, Carol Montgomery, do solemnly swear (or affirm) that I have not directly or Indirectly paid, offered, promised to pay, contributed, or promised to contribute any money or thing of value, or promised any public office or employment as a reward to secure my appointment or confirmation thereof, so help me God." Ltt44 -(� e "?Ca ontgom4 Municipal Court Presiding Judge City of Southlake Sworn to and subscribed before me by affiant on this 2N�— day of, 2022. Court Clerk City of Southlake