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HomeMy WebLinkAbout2005-11-14 Regular Meeting and Workshop Meeting of City Council "",- ---- CONSENT AGENDA ----.. A MINUTES OF REGULAR MEETING AND WORKSHOP MEETING OF THE LA PORTE CITY COUNCIL November 14,2005 1. CALL TO ORDER The meeting was called to order by Mayor Alton Porter at 6:01 p.m. Members of City Council Present: Mayor Alton Porter, Council members Tommy Moser, Mike Clausen, Mike Mosteit, Barry Beasley, Chuck Engelken ,Howard Ebow and Peter Griffiths. Members of Council Absent: Louis Rigby Members of City Executive Staff and City Employees Present: City Manager Debra Feazelle, Assistant City Manager John Joerns, Assistant City Manager Cynthia Alexander, Assistant City Attorney Clark Askins, Engineering Technician Supervisor Bobby O'Sullivan, City Secretary Martha Gillett, Police Chief Richard Reff, Assistant City Secretary Sharon Harris, EMS Chief Ray Nolen, MIS Manager Al Owens, Assistant to the City Manager Crystal Scott, H.R. Manager Robert Swanagan, Human Resources Specialist III Nicole Hatter, Purchasing Manager Susan Kelley, Police Officers Association President Matt Novosad, Sergeant Matt Dauemer, Building Official Debbie Wilmore and Lieutenant Carl Crisp. Others Present: Spero Pomonis, Sue Gail Kooken, Reverend Dan Chappell, Wilson Joseph, Mrs. Clements, Houston Chronicle Reporter Carol Christian, Senator Mike Jackson, Representative, District 128 Wayne Smith, Tina Perez, Erika Cantu, Samantha Davila, Megan Moreno, Brittney Wilson, Lucas Falzett, Jamie Orleans, Martin Cantu, Miguel A. Melchor, Blair Edwards, Omar Barron, Trent Wise, Paul Hickenbottom and other citizens. 2. Reverend Dan Chappell of First Baptist Church of La Porte delivered the Invocation. 3. Mayor Porter led the Pledge of Allegiance. 4. PRESENT A nONS / PROCLAMATIONS A. Senator Mike Jackson, State Representative Wayne Smith, Councilman Beasley and Councilman Ebow presented Resolution No. 897 to Mrs. Clements and Wilson Joseph honoring her son Kerron Clements for his athletic achievements. 5. Consent Agenda A. Consider approving Minutes of the Regular Meeting, Public Hearing and Workshop Meeting of City Council held on October 24, 2005. B. Council to consider awarding bid to ERF Wireless in the amount of $ 46, 712 to furnish and install security cameras at water plant sites, and authorize a contingency of $3, 888.00. C. Council to consider awarding bid for Street Material in the amount not to exceed $40,000.00 D. Council to consider awarding bid for Hot Mix Asphalt - Type D in the amount of $42,000.00 E. Council to consider approval of an ordinance authorizing the City to enter into an Industrial District Agreement and an ordinance authorizing the City to execute a Water Service Agreement with Matheson Tri- Gas, Inc. F. Council to consider approving an ordinance authorizing the City Manager to execute a contract with the Association of Bayport Companies for the City of La Porte EMS Division. City Council Regular and Workshop Meeting - November 14, 2005 Page 2 G. Council to consider approving an ordinance authorizing the City Manager to execute a contract with the Port of Houston Authority for the City of La Porte EMS Division. H. Council to consider ratifying receipt of and amendment of grant funds from CDBG through Harris County for Northside Neighborhood North Second Street Project. Motion was made by Council member Griffiths to approve the consent agenda as presented. Second by Council member Ebow. Motion carried. Ayes: Mosteit, Moser, Clausen, Beasley, Griffiths, Engelken, Ebow and Mayor Porter. Nays: None Abstain: Engelken abstained on item 5A. 6. PETITIONS, REMONSTRANCES, COMMUNICATIONS, AND CITIZENS AND TAX PAYERS WISHING TO ADDRESS COUNCIL ON ANY ITEM POSTED ON THE AGENDA. There were no citizens wishing to address Council. 7. Council to consider approval or other action regarding a resolution nominating Bill Harry, to serve as a member of the Board of Directors of Harris County Appraisal District. Assistant City Attorney Clark Askins read: RESOLUTION 2005-23 - A RESOLUTION NOMINATING BILL HARRY TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OF HARRIS COUNTY APPRAISAL DISTRICT. Motion was made bv Council member Engelken to approve Resolution No. 2005-23 as recommended by Mayor Porter. Second by Council member Beasley. The motion carried. Ayes: Mosteit, Moser, Clausen, Beasley, Ebow, Engelken, Griffiths and Mayor Porter Nays: None Abstain: None 8. Council to consider approving changes presented in Ordinance 2005-2802-A. Chief of Police Richard Reff presented summary and recommendation and answered Council's questions. Assistant City Attorney Clark Askins read: AN ORDINANCE AMENDING CHAPTER 70 OF THE CODE OF ORDINANCES BY AMENDING ARTICLE I, SECTION 70-1 "DEFINITIONS"; ARTICLE III, SECTION 70- 75 "RESTRICTIONS AND PROHIBITIONS ON LOCATION AND USE OF MOTOR -ASSISTED SCOOTERS" AND SECTION 70-76 "PENAL TIES"; RELATING TO THE USE AND OPERATION OF MOTOR ASSISTED BY REGULATING THE OPERATION OF MOTOR ASSISTED SCOOTERS ON CERTAIN PATHS, TRAILS, SIDEWALKS, ALLEYS, STREETS AND HIGHWAYS; PROHIBITING THEIR USE DURING NIGHTTIME HOURS; REQUIRING THE OPERA TOR OF A MOTOR ASSISTED SCOOTER BE 16 YEARS OF AGE OR OLDER; REQUIRING THAT INDIVIDUALS UNDER 21 YEARS OF AGE WEAR A PROTECTIVE HELMET WHILE OPERATING A MOTOR ASSISTED SCOOTER; PROVIDING THAT ANY PERSON VIOLATING THE TERMS OF THIS ORDINANCE SHALL BE DEEMED GUILTY OF A MISDEMEANOR AND UPON CONVICTION BE FINED IN ANY SUM NOT MORE THAN FIVE HUNDRED DOLLARS ($500.00); PROVIDING FOR THE PUBLICATION OF THE CAPTION HEREOF; CONTAINED A SEVERABILITY CLAUSE; FINDING COMPLIANCE WITH THE OPEN MEETINGS ACT; PROVIDING AN EFFECTIVE DATE HEREOF. Motion was made by Council member Griffiths to approve Ordinance 2005-2802A as recommended bv Mr. Reff. Second by Council member Clausen. The motion carried. City Council Regular and Workshop Meeting - November 14, 2005 Page 3 Ayes: Mosteit, Moser, Clausen, Beasley, Ebow, Engelken, Griffiths and Mayor Porter Nays: None Abstain: None Item 10 was taken on and voted on before item 9. 10. Council to consider approval or other action regarding a resolution declaring intention to reimburse certain expenditures with borrowing proceeds. Finance Director Cynthia Alexander presented summary and recommendation and answered Council's questions. Assistant City Attorney Clark Askins read: RESOLUTION 2005-24 - A RESOLUTION DECLARING INTENTION TO REIMBURSE CERTAIN EXPENDITURES WITH BORROWING PROCEEDS. Motion was made by Council member Griffiths to approve the Resolution 2005-24 as presented by Ms. Alexander. Second by Council member Engelken. The motion carried Ayes: Mosteit, Moser, Clausen, Beasley, Ebow, Engelken, Griffiths and Mayor Porter Nays: None Abstain: None 9. Council to consider approval of an agreement between the City of La Porte and Hale-Mills Construction, Ltd. For the design build of the La Porte Police Facility for a lump sum price of $9,694,315; with a 2% contingency of $193,886 for a total authorization of$9,888,201 or approval of an agreement between the City of La Porte and Hale-Mills Construction, Ltd. For the design-build of the La Porte Police Facility, increasing the design wind loading to 150 mph, for a lump sum price of$9,991,758, with a 2% contingency of$199,835, for a total authorization of$10,191,593. Director of Public Works Steve Gillett presented summary and recommendation and answered Council's questions. Assistant City Attorney Clark Askins read: ORDINANCE 2005-2856 - CONSIDER APPROVAL OR OTHER ACTION REGARDING AN ORDINANCE APPROVING AND AUTHORIZING AN AGREEMENT BETWEEN THE CITY OF LA PORTE AND HALE-MILLS CONSTRUCTION, LTD., INCREASING THE DESIGN WIND LOADING TO 150 MPH, APPROPRIATING NOT TO EXCEED $9,991,758.00 PLUS A CONTINGENCY OF $199,835.00 TO FUND SAID CONTRACT; MAKING VARIOUS FINDINGS AND PROVISIONS RELATING TO THE SUBJECT; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; AND PROVIDING AN EFFECTIVE DATE HEREOF. Motion was made by Council member Moser to approve ordinance 2005-2856, increasing design wind to 150 mph, as presented by Mr. Gillett. Second by Council member Beasley. The motion carried Ayes: Mosteit, Moser, Clausen, Beasley, Ebow, Engelken, Griffiths and Mayor Porter Nays: None Abstain: None 11. Council to consider cancellation of November 28, 2005 and December 26, 2005 Regular Called City Council Meetings Motion was made by Councilmember Clausen to cancelled the November 28, 2005 and December 26, 2005 Regular Called City Council Meetings as presented by Mayor Porter. Second by Council member Moser. 12. Close Regular Meeting and Open Workshop at 6:42 p.m. City Council Regular and Workshop Meeting - November 14,2005 Page 4 A. MIS Manger Al Owens discussed the City's Network Fiber Connections. It was the consensus of Council for the staff to move forward with this project. Councilmember Engleken left the meeting at 7:20 p.m. B. Human Resources Manager discussed the Employee and Retiree Health Care Plan. 13. Closed Workshop meeting and reconvened Regular Meeting at 7:36 p.m. 14. Administrative Reports City Manager Debra Feazelle reminded council of the Chamber Luncheon on November 16,2005 at the Houston Yacht Club at 11:45 am, La Porte Police Association Golf Tournament November 17,2005 at Bay Forest at 7:00 am, Thanksgiving Holiday Observed, November 24 - 25,2005, Christmas on Main Street December 1,2005 at 5:30 pm, the National League of Cities Conference in Charlotte North Carolina December 6-10,2005 the Employee Holiday Party December 9, 2005 at Sylvan Beach Pavilion at 6:00 pm, the Community Appreciation Dinner for relief efforts on Hurricane Rita and Katrina Sponsored by Mayor and City Council and Emergency Operation Center December 12,2005 at the Senior Center at 5:30 pm and the December 12,2005 City Council Meeting to begin at 7:00 pm. In addition, Ms. Feazelle advised Council of the following: A press release will be sent to the media regarding item 8 to let the public be aware before they purchase a motor assisted scooter. As of today, 182 employees have attended a grass roots luncheon with the City Manager. Main Street Coordinator Debra Dye is working on HGTV's grants. The Thanksgiving lunch for City Hall will be held Thursday, November 17, 2005 in the Council Chambers from 11 :00 a.m. - 1 :00 p.m. She encouraged Mayor and Council to attend. The automated Meter Reading program was kicked off today. There will be a "Red Suspenders" breakfast on November 29th, at the Senior Services Center. 15. Council Comments Ebow, Mosteit, Clausen, Moser, Beasley, Griffiths and Mayor Porter had comments. 16. EXECUTIVE SESSION - PURSUANT TO PROVISION OF THE OPEN MEETINGS LAW, CHAPTER 551.071 THROUGH 551.076, 551-087, TEXAS GOVERNMENT CODE (CONSULTATION WITH ATTORNEY, DELIBERATION REGARDING REAL PROPERTY, DELIBERATION REGARDING PROSPECTIVE GIFT OR DONATION, PERSONNEL MATTERS, DELIBERATION REGARDING SECURITY DEVICES, OR EXCLUDING A WITNESS DURING EXAMINATION OF ANOTHER WITNESS IN AN INVESTIGATION, DELIBERATION REGARDING ECONOMIC DEVELOPMENT NEGOTIATIONS) 551.071- (PENDING/CONTEMPLATED LITIGATION) - DISCUSS PENDING/POTENTIAL LITIGATION WITH CITY ATTORNEY AND CITY MANAGER WASTEWATER ISSUE - EP A PERMITTING AND ENGINEERING REPORT - S. Gillett PLANNING ISSUE - GARFIELD APARTMENTS - W. Sabo City Council Regular and Workshop Meeting - November 14, 2005 Page 5 ZONING - ENFORCEMENT ISSUES - W. Sabo POLICE/RISK MANAGEMENT ISSUE - LAW ENFORCEMENT LIABILITY CLAIM - R. Reff/R. Swanagan 551.072 - (LAND ACQUISITION) - MEET WITH CITY ATTORNEY AND CITY MANAGER FOR THE PURPOSE OF DELIBERATING THE PURCHASE, EXCHANGE, LEASE OR VALUE OF REAL PROPERTY REGARDING A DRAINAGE PROJECT - COLVIN TRUST - W. Sabo 551.087 - (ECONOMIC DEVELOPMENT) - MEET WITH CITY ATTORNEY AND CITY MANAGER FOR THE PURPOSE OF DISCUSSING PROJECT ISP ADDENDUM ITEM 551-087 - MEET WITH CITY MANAGER AND CITY ATTORNEY TO DISCUSS FOR THE PURPOSE OF DISCUSSING PROJECT FIX-IT Council retired to Executive Session at 7:48 p.m. There was no action taken during Executive Session. Councilmember Chuck Engelken returned to the meeting and joined the Executive Session at 8:07 p.m. 17. Council returned to the table at 9:50 p.m. and there was not action taken. 18. There being no further business to come before Council, the Regular Meeting was duly adjourned at 9:51 p.m. ResRectfully submitte~)/ 0rI(h rA~ (?\/..-azt Martha Gilrett: TRMC, CMC City Secretary PU;:i~:;:::December 2005 Mayor Alton E.Porter B REQUEST FOR CITY COUNCIL AGENDA ITEM Agenda Date Requested: December 12, 2005 Bude:et Requested By: K. Powell Source of Funds: N/ A Department: Finance Account Number: Report: Resolution: Ordinance: X Amount Budgeted: Exhibits: Ordinance 2000-IDA-18-A Amount Requested: Exhibits: Ordinance 2000-IDA-18-B Budgeted Item: YES NO Exhibits SUMMARY & RECOMMENDATION For many years Akzo Nobel Chemicals, Inc has operated a chemical plant on 99.97 acres ofland at 13000 Bay Park Road in the La Porte Industrial District. The City has had a signed Industrial District Agreement with Akzo Nobel Chemicals, Inc for all ofthis time and has been receiving annual in-lieu payments on the entire facility from Akzo. Akzo Nobel Chemicals, Inc sold 53.409 acres of this land to Albemarle Catalyst and company representatives have requested that acreage from the plant site to be set up and carried on a separate contract 2000-IDA-18-B. The remaining 46.591 acres will be carried on 2000-IDA-18- A under the name of Akzo Nobel Polymer Chemicals, LLC. Action Required bv Council: Approve Ordinance 2000-IDA-18-A: Akzo Nobel Polymer Chemicals, LLC Industrial District Agreement. Approve Ordinance 2000-IDA-18-B: Albemarle Catalyst Co., LP Industrial District Agreement Approved for City Council Ae:enda 1/ -/& -D 5 Date Debra/>. Feazelle, City Man ORDINANCE NO. 2000-IDA-18A AN ORDINANCE AUTHORIZING THE EXECUTION BY THE CITY OF LA PORTE OF AN INDUSTRIAL DISTRICT AGREEMENT WITH AKZO NOBEL CHEMICALS, INC., FOR THE TERM COMMENCING JANUARY 1, 2005, AND ENDING DECEMBER 31, 2007, MAKING VARIOUS FINDINGS AND PROVISIONS RELATING TO THE SUBJECT, FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW, AND PROVIDING AN EFFECTIVE DATE HEREOF. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: Section 1. AKZO NOBEL CHEMICALS, INC. has executed an industrial district agreement with the City of La Porte, for the term commencing January 1, 2005, and ending December 31, 2007, a copy of which is attached hereto, incorporated by reference herein, and made a part hereof for all purposes. Section 2. The Mayor, the City Manager, the City Secretary, and the City Attorney of the City of La Porte, be, and they are hereby, authorized and empowered to execute and deliver on behalf of the city of La Porte, the industrial district agreement with the corporation named in Section 1 hereof. Section 3. The City Council officially finds, determines, recites, and declares that a sufficient written notice of the date, hour, place and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the city for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. Section 4. This Ordinance shall be effective from and after its passage and approval, and it is so ordered. PASSED AND APPROVED, this 12th day of December, 2005. CITY OF LA PORTE ~~~ Alton E. Porter By: ATTEST: ~ IltMdo r/!ttj/ Mart a A. Gillett City Secretary Knox W. Askins, City Attorney 2 c REQUEST FOR CITY COUNCIL AGENDA ITEM Aoorooriation Agenda Date Requested: December 12. 2005 ReqUestedBY:~ Department: Plannin2 Source of Fonds: N/A Account Number: N/A Amount Budgeted: N/A Report: _Resolution: _Ordinance: l Amount Requested: Exhibits: 1. Ordinance 2. Area Map Budgeted Item: _YES -X...NO SUMMARY & RECOMMENDATION On October 3, 2005, City Council passed, approved and entered into a Master Agreement (Ordinance 2846) and passed, approved and entered into a Resolution ofIntent (2005-19) with C. Berdon Lawrence, La Porte Vista Baywood, Ltd. and the 1982 Charles Berdon Lawrence, Jr. Trust to vacate, abandon and close multiple rights-of-way. Staff is presenting an ordinance to close the alleys of Blocks 1218 and 1255, Town of La Porte, as the flfSt of three closings contained within the Master Agreement and Resolution of intent. In reviewing the application, the Public Works Department has indicated that no existing City utilities are located within the subject alleys. Additionally, each of the City's franchised utility companies (i.e. Centerpoint Energy, SBC & Time Warner Communication) has received notification of the closing and has submitted letters of no objection. Recommendation: Staff recommends that City Council authorize vacating, abandoning, and closing the alleys in Blocks 1218 and 1255, Town of La Porte as referenced within the Master Agreement (Ordinance 2846) and Resolution 2005-19. Action Reauired of Council: Consider approval of ordinance to vacate, abandon, and close the alleys in Blocks 1218 and 1255, Town of La Porte. Approved for City Council Agenda (d. -{p -0 S Date ~Z51 ORDINANCE NO. 2005- AN ORDINANCE VACATING, ABANDONING AND CLOSING THE ALLEYS IN BLOCKS 1218 & 1255, TOWN OF LA PORTE, HARRIS COUNTY, TEXAS; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; AND PROVIDING AN EFFECTIVE DATE HEREOF. WHEREAS, the City Council of the City of La Porte has been requested by the record owner of all of the property abutting the hereinafter described alleys in Blocks 1218 & 1255, Town of La Porte, Harris County, Texas; to vacate, abandon, and permanently close the hereinafter described alleys in Blocks 1218 & 1255, Town of La Porte, Harris County, Texas; and WHEREAS, the City Council of the City of La Porte has determined and does hereby find, determine, and declare that the hereinafter described alleys of Blocks 1218 & 1255, Town of La Porte, Harris County, Texas, is not suitable, needed, or beneficial to the public as a public road, street, or alley, and the closing of hereinafter described alleys of Blocks 1218 & 1255, Town of La Porte, Harris County, Texas, is for the protection of the public and for the public interest and benefit, and that the hereinafter described alleys of Blocks 1218 & 1255, Town of La Porte, Harris County, Texas, should be vacated, abandoned, and permanently closed. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: Section 1. Under and by virtue of the power granted to the City of La Porte under its home rule charter and Chapter 253, Section 253.001, Texas Local Government Code, the hereinafter described alleys of Blocks 1218 & 1255, Town of La Porte, Harris County, Ordinance No. 2005 2 Texas, is hereby permanently vacated, abandoned, and closed by the City of La Porte, to wit: The entire alley of Block 1218, Town of La Porte, Harris County, Texas. Said alley being situated between Lots 1 through 16 and Lots 17 through 32 of said block, and containing six thousand four hundred (6,400) square feet as generally illustrated on Exhibit "A" attached hereto and made part of herein. The entire alley of Block 1255, Town of La Porte, Harris County, Texas. Said alley being situated between Lots 1 through 16 and Lots 17 through 32 of said block, and containing six thousand four hundred (6,400) square feet as generally illustrated on Exhibit "A" attached hereto and made part of herein. Section 2. The City Council officially finds, determines, recites, and declares that a sufficient written notice of the date, hour, place, and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the City for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered, and formally acted upon. The City Council further ratifies, approves, and confirms such written notice and the contents and posting thereof Ordinance No. 2005 3 PASSED AND APPROVED, TIDS /fI!-DAY OF .fJe.c.emlYf, 2005 CITY OF LA PORTE By ~~X~ Alton E. Porter, Mayor ATTEST: ~Iliffi~ ~ Martha GIllett, CIty Secretary APP~zd ~ Knox W. Askins, City Attorney D REQUEST FOR CITY COUNCIL AGENDA ITEM A~~. fate Re~ueste~: 12-12-05 /IC .;;~U~~ l"'fJi.- ~equeSfed By: Richard R Reff Budl!et Source of Funds: Department: City CQ11ndl Account Number: Report: Resolution: Ordinance: x Amount Budgeted: Exhibits: Ordinance 2003-2644-A Amount Requested: Exhibits: Budgeted Item: YES NO Exhibits SUMMARY & RECOMMENDATION The City Staff completed a Domestic Preparedness Assessment in 2003 which allowed the City of La Porte to be eligible to receive funds from State Homeland Security Grant Programs. The State Homeland Security Grant Programs were initially established to be administered by the Texas Engineering Extension Service (TEEXS) in which they would be issuing sub-recipient awards to the City of La Porte. Ordinance 203-2644 was passed by the Council, signed on July 28th, 2003, authorizing the City Manager to sign the sub-recipient awards. This ordinance change is an update as TEEXS will not be administering the State Homeland Security Grant Programs. The Governor's Division of Emergency Management (GDEM) will now be administering the programs and be issuing the sub-recipient awards. Action Required bv Council: Authorize the City Manager to sign sub-recipient agreements to receive grant funds from the Governor's Division of Emergency Management. Approved for City Council A2enda ~te~f.}jj0 Id-5 -{)5 Date ORD INANCE NO. 2 005 - ci... (p Lj l/ - It AN ORDINANCE APPROVING AND AUTHORIZING THE CITY OF LA PORTE TO PARTICIPATE IN THE STATE HOMELAND SECURITY GRANT PROGRAMS CURRENTLY ADMINISTERED BY THE GOVERNOR'S DIVISION OF EMERGENCY MANAGEMENT, MAKING VARIOUS FINDINGS AND PROVISIONS RELATING TO THE SUBJECT, FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW, AND PROVIDING AN EFFECTIVE DATE HEREOF. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: Section 1. The City Council hereby approves and authorizes the City of La Porte's participation in the state Homeland Security Grant Programs as described in the title of this ordinance. The City Manager is hereby authorized to execute all related documents on behalf of the city of La Porte. The City Secretary is hereby authorized to attest to all such signatures and to affix the seal of the City to all such documents. Section 2. The City Council officially finds, determines, recites, and declares that a sufficient written notice of the date, hour, place and subject of this meeting of the city Council was posted at a place convenient to the public at the City Hall of the City for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. Section 3. This Ordinance shall be effective from and after its passage and approval, and it is so ordered. PASSED AND APPROVED, this 12th day of December, 2005 By: C~{~~ Alton E. Porter, Mayor ATTEST: 7fl !1A:Iiii. /if /J/ Mar a . Gillett city Secretary APPROVED: ~7~~ Clark T. Askins City Attorney 2 MOTOROLA AGENT DON DEMORAN 713-269-2501 Authorized Dealer RADIO COMMUNICATIONS PROPOSAL CUSTOMER: LAPORTE POLICE DEPT. Attn: CHIEF RICHARD REFF Phone: 281-471-3811 FAX: 281-470-1590 DATE: November 18, 2005 E-Mail: reffr@Iaportetx.qov Item# MOdel Number ;\i ".,' " i>.,'DescriptiOili .....' ,.' ,.>', . .....Qty . ",' Hgac Price Total : ....'> 1 H46UCF9PW6-N XTS2500 MOD.II PORTABLE (LlM.KEYPAD) 96 $2,498.80 $239,884.80 WITH H223 (FM battery) Promo Packaae(-$300.00) 2 NTN1873 RAPID RATE IMPRESS SMART CHARGER 96 $132.00 $12,672.00 3 NMN6191 NOISE CANCELLING SPEAKER MIC 97 $77.40 $7,507.80 4 WPLN4108 MULTI UNIT CHARGER FOR XTS5000 4 $630.40 $2,521.60 5 NTN9816 1525 MAH NICAD FM SA TTERY 78 $96.00 $7,488.00 6 M20URS9PW1-N, XTL5000 ASTRO DIGITAL MOBILE 764-870 49 $3,558.83 $174,382.67 New 05 head, dash mount with ext.speaker Promo Packaae(-$400.00) 7 ADD WEATHERPROOF XTL5000 MOTORCYCLE RADIO 2 $4,939.96 $9,879.92 HOUSING/REMOTE MT. 8 L20URS9PW1-N,G806 2 $5,094.86 $10,189.72 G51,G114,G80,L 146 L 113,G24,G361 * All radios above are Smartzone, CAI operation DiqitallD, with 2 yr extended warranty. Proposal Prepared By DON DEMORAN (713)269-2501 Equipment TTl $464,526.51 Installation Terms NET 30 DAYS Hgac Fee 1.5% $6,967.90 Sub Total $471,494.41 p"r Shipping ALLOW '28/- f 9tJ - O,yfS- Price is Valid for 60 Days Taxes EXEMPT Total $471,494.41 1 ----.-- ---------- REQUEST FOR CITY COUNCIL AGENDA ITEM Appropriation Requested By: C nthia Alexander Source of Funds: N/A Department: Finance Account Number: N/A Report: Resolution: X Ordinance: Amount Budgeted: Nt A Exhibits: Resolution Amending Authorized Amount Requested: N/t1. Representatives of the City of La Porte Budgeted Item: YES NO Exhibits SUMMARY & RECOMMENDATION The Public Funds Investment Act (PFIA) of 1987 requires that governing bodies designate by rule, order, ordinance, or resolution, as appropriate, one or more officers or employees of the entity to be responsible for the investment of its funds consistent with the investment policy adopted by the entity. The City of La Porte currently recognizes the Assistant City Manager, Assistant Finance Director, and Budget/Investment Officer as Investment Officers. Because our Budget/Investment Officer will be out for a period of time from February through April, we need to amend previous resolutions authorizing representatives to add another Authorized Representative to perform these duties in her absence. During this period, the Accountant will perform transactions for the City of La Porte with the three investment pools, TEXPOOL, LOGIC and TexStar. This individual has received the required training as mandated by the PFIA. Along with the Resolution to Amend Authorized Representatives required by TexPool, the required forms for LOGIC and TexST AR are included. Action Required bv Council: Approval of Resolution Amending Authorized Representatives. Approved for City Council Ae:enda )J. -~- -() <S Date RESOLUTION 05-~ A RESOLUTION AMENDING AUTHORIZED REPRESENTATIVES TO THE TEXAS LOCAL GOVERNMENT INVESTMENT POOL ("TEXPOOL") FOR THE CITY OF LA PORTE, TEXAS; MAKING CERTAIN FINDINGS; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; AND PROVIDING AN EFFECTIVE DATE HEROF. WHEREAS, The City of La Porte, 77670 (Participant) is a local government of the State of Texas and is empowered to delegate to a public funds investment pool the authority to invest funds and to act as custodian of investments purchased with local investment funds; and WHEREAS, it is in the best interest of the Participant to invest local funds in investments that provide for the preservation and safety of principal, liquidity, and yield consistent with the Public Funds Investment Act; and WHEREAS, the Texas Local Government Investment Pool ("TEXPOOL"), a public funds investment pool, was created on behalf of entities whose investment objective in order of priority are preservation and safety of principal, liquidity, and yield consistent with the Public Funds Investment Act. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: SECTION 1. That the individuals, whose signatures appear below, are Authorized Representatives of the Participant and are each hereby authorized to transmit funds for investment in TEXPOOL and are each further authorized to withdraw funds from time to time, to issue letters of instruction, and to take all other actions deemed necessary or appropriate for the investment of local funds. SECTION 2. That an Authorized Representative of the Participant may be deleted by a written instrument signed by all remaining Authorized Representatives provided that the deleted Authorized Representative (1) is assigned job duties that no longer require access to the Participant's TEXPOOL account or (2) in no longer employed by the Participant; and SECTION 3. That the participant may by Amending Resolution signed by the Participant add an Authorized Representative provided the additional Authorized Representative is an officer, employee, or agent of the Participant; SECTION 4. Following is a list of the Authorized Representatives of the Participant. These individuals will be issued P.I.N. numbers. Name: Cynthia Alexander Signature Name: Michael Dolby Signature Name: Shelley Wolny Signature Name: Lori Langelier ~ Tit e: Assistant Finance Director 11 4. ~' I Title: udget/Investment Officer ~W~ Title: Accountant cj;'- -~7 , I Signature i % f'-.. / ,f({ ,1~1{ " ilL\.-i \..J '-.~ The Authorized Representative with primary responsibility for performing transactions and receiving confirmations and monthly statements under the Participation Agreement is Shelley Wolny. SECTION 5. The City Council officially finds, determines, recites and declares that sufficient written notice of the date, hour, place and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the City for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. SECTION 6. Additionally, this resolution and its authorization shall continue in full force and effect until amended or revoked by the Participant, and until TEXPOOL receives a copy of any such amendment or revocation. PASSED, APPROVED AND RESOLVED this the 12th day of December 2005. CITY OF LA PORTE, TEXAS ~. CD By: Ulli:.--L~ \ ~- Alton Porter, Mayor ATTEST: By: In;dtt/Jd,/sf/-td Martha Gillett City Secretary APPROVED: 'I d/! BY:~~ .~ Knox Askins City Attorney LOGIC ADDITION/DELETION FORM FOR AUTHORIZED REPRESENTATIVES TAX 10 NUMBER: 74-6001552 EFFECTIVE DATE: December 12, 2005 PARTICIPANT NAME: City of La Porte PART I: DELETIONS - Please enter the names of the individual{s) to be Representatives. as Authorized PRINTED NAME PRINTED NAME 1. 3. Inquiry Only Representative* 2. PART II: ADDITIONS - Please enter the names of the individua\{s) to be Representatives. as Authorized Lori Langelier Accountant PART III: APPROVALS - Please enter the names of individuals who are currently Authorized Representatives and who authorize the deletions and additions of the individuals above. Cynthia Alexander Assistant City Manager Michael Dolby Shelley Wolny Assistant Director of Finance Budget/Investment Officer Page 1 LOGIC PART IV: PRIMARY CONTACT - If the Primary Contact on file with LOGIC was deleted in Part I of this form, please provide the name of the Authorized Representative that will be the Primary Contact. The Primary Contact is the individual who will receive the daily transaction confirmations, monthly statements, monthly newsletter, LOGIC Updates and other LOGIC mailings. [required] Name: Email Address: Phone Number: PART V: INQUIRY ONLY - If an Inquiry Only Representative was deleted in Part I and you wish to replace this representative or add an inquiry only representative to your LOGIC account for the first time, please list this individual below. This limited representative cannot make deposits or withdrawals or sign Bank Information Sheets. [optional] PRINTED NAME TITLE SIGNATURE If you have any questions regarding this form or the Authorized Representatives currently on file with LOGIC for your entity, please contact LOGIC Participant Services at 1-800-895-6442. Page 2 ADDITION/DELETION FORM FOR AUTHORIZED REPRESENTATIVES LOCATION NUMBER: 25508 EFFECTIVE DATE: 12/12/2005 PARTICIPANT NAME: City of La Porte PART I: DELETIONS - Please enter the names of the individual(s) to be Representatives. . as Authorized PRINTED NAME PRINTED NAME 1. 3. Inquiry Only Representative* 2. PART II: ADDITIONS - Please enter the names of the individual(s) to be Representatives. as Authorized Lori Langelier Accountant PART III: APPROVALS - Please enter the names of //individuals who are currently Authorized Representatives and who authorize the deletions and additions of the individuals above. Cynthia Alexander Assistant City Manager Michael Dolby Assistant Director of Finance Shelley Wolny Budget/Investment Officer TexST AR.Jf, ADDITION/DELETION FORM FOR AUTHORIZED REPRESENTATIVES PART IV: PRIMARY CONTACT - If the Primary Contact on file with TexSTAR was deleted in Part I of this form, please provide the name of the Authorized Representative that will be the Primary Contact. The Primary Contact is the individual who will receive the daily transaction confirmations, monthly statements, monthly newsletter, T exST AR Updates and other T exST AR mailings. [required] Name: Email Address: Phone Number: PART V: INQUIRY ONLY - If an Inquiry Only Representative was deleted in Part I and you wish to replace this representative or add an inquiry only representative to your T exST AR account for the first time, please list this individual below. This limited representative cannot make deposits or withdrawals or sign Bank Information Sheets. [optional] PRINTED NAME TITLE SIGNATURE If you have any questions regarding this form or the Authorized Representatives currently on file with TexSTAR for your entity, please contact TexSTAR Participant Services at 1-800-839-7827. Page 2 J REQUEST FOR CITY COUNCIL AGENDA ITEM I Bude:et Agenda Date Requested: December 12. 2005 Requested By: Michllel Dolhy r Source of Funds: N/A Department: FiQ.a~e Account Number: Report: Resolution: ~b5t Ordinance: xx Amount Budgeted: Exhibits: Bond Attorney Opinion Letter Amount ReqUeLJ... Budgeted ltem~ NO Exhibits: Exhibits SUMMARY & RECOMMENDATION On September 12, 2005, City Council approved an Inter-local Agreement with City of Pearland and Hughes Supply, Inc. for Water Meter Change-out & Retrofit Program and New Meter Supply Contract. Staff was also directed to research financing options and we have determined that a private placement would be the best option to finance this project. We currently have an offer from Wachovia Bank for a loan of $2,625,000 dollars at 3.74% interest rate for a ten year term. Action Reauired bv Council: No action required Approve the $2,625,000 Public Property Finance Contractual Obligation, Series 2006 with Wachovia Bank. Approved for City Council Aeenda ~,lM,OJJk~a~ ebra Feazelle /:)-~--DS- Date CERTIFICATE FOR ORDINANCE THE STATE OF TEXAS COUNT Y OF HARRIS CITY OF LA PORTE 9 9 9 We, the undersigned officers of the City of La Porte, Texas (the "City"), hereby certify as follows: 1. The City Council of the City convened in a regular meeting on December 12,2005, at the regular meeting place thereof, within the City, and the roll was called of the duly constituted officers and members of the City Council, to wit: Alton E. Porter Peter Griffiths Barry Beasley Mike Mosteit Chuck Engelken Howard Ebow Tommy Moser Louis Rigby Mike Clausen Mayor Council Member Council Member Council Member Council Member Council Member Council Member Council Member Council Member and all of such persons were present except J'eJe ( e ('\ {")\ #5 , thus constituting a quorum. Whereupon, among other business, the following was transacted at said meeting: a written ORDINANCE AUTHORIZING AND ORDERING THE ISSUANCE OF CITY OF LA PORTE, TEXAS, PUBLIC PROPERTY FINANCE CONTRACTUAL OBLIGATIONS, SERIES 2006; AND CONTAINING OTHER MATTERS INCIDENT THERETO (the "Ordinance") was duly introduced for the consideration of the City Council. It was then duly moved and seconded that the Ordinance be adopted; and, after due discussion, such motion, carrying with it the adoption of the Ordinance, prevailed and carried by the following vote: AYES: <3 NAYS: D ABSTENTIONS: D 2. That a true, full and correct copy of the Ordinance adopted at the meeting described in the above and foregoing paragraph is attached to and follows this certificate; that the Ordinance has been duly recorded in the City Council's minutes of such meeting; that the above and foregoing paragraph is a true, full and correct excerpt from the City Council's minutes of such meeting pertaining to the adoption of the Ordinance; that the persons named in the above and foregoing paragraph are the duly chosen, qualified and acting officers and members of the City Council as indicated therein; that each of the officers and members of the City Council was du1y and sufficiently notified officially and personally, in advance, of the date, hour, place and subject of the aforesaid meeting, and that the Ordinance wou1d be introduced and considered for HOU:2525723.1 adoption at such meeting, and each of such officers and members consented, in advance, to the holding of such meeting for such purpose; that such meeting was open to the public as required by law; and that public notice of the date, hour, place and subject of such meeting was given as required by the Open Meetings Law, Chapter 551, Texas Government Code. SIGNED AND SEALED this December ~005. ~ . lJ)1~a~ City Se retary City of La Porte, Texas (SEAL) S-l HOU:2525723.1 ORDINANCE AUTHORIZING ISSUANCE OF CITY OF LA PORTE, TEXAS, PUBLIC PROPERTY FINANCE CONTRACTUAL OBLIGATIONS, SERIES 2006 Dated December 12, 2005 HOU:2516661.4 TABLE OF CONTENTS ARTICLE I FINDINGS AND DETERMINA TIONS.....................................................................1 Section 1.1: Findings and Determinations ...................................................................... 1 ARTICLE II DEFINITIONS AND INTERPRETATIONS ............................................................1 Section 2.1 : Definitions................................................................................................... 1 Section 2.2: Interpretations............................................................................................. 3 ARTICLE III TERMS OF THE OBLIGA TIONS...........................................................................3 Section 3.1: Section 3.2: Section 3.3: Section 3.4: Section 3.5: Section 3.6: Section 3.7: Section 3.8: Section 3.9: Section 3.10: Amount. Purpose and Authorization........................................................... 3 Designation. Date and Interest Payment Dates........................................... 3 Numbers. Denomination. Interest Rates and Maturities............................. 4 Redemption Prior to Maturity ...... ............ ...... ............................................. 4 Manner of Payment. Characteristics. Execution and Authentication ......... 4 Authentication............................................................................................. 7 Ownership ......... ...... ........ ................... ... ... ........ .............. ........ ... .................. 7 Registration. Transfer and Exchange ............ ............................. ................. 7 Replacement Obligations .............................. .......... .................................... 8 Cancellation.... ............................................................................................ 9 ARTICLE IV FORM OF OBLIGATIONS ...................................... ............ ............ ...... ..... ........ ....9 ARTICLE V SECURITY FOR THE OBLIGATIONS...................................................................9 Section 5.1: Pledge and Levy of Taxes........................................................................... 9 Section 5.2: Debt Service Fund.... ........................ .................... ............. ........................ 10 Section 5.3: Construction Fund............ ................ ................ .... ........... .......... ................ 10 Section 5.4: Further Proceedings.................................................................................. 10 ARTICLE VI CONCERNING THE PAYING AGENT/REGISTRAR .......................................11 Section 6.1: Acceptance ................................................................................................ 11 Section 6.2: Trust Funds ............ .......... ...... ........................ ....... .................................... 11 Section 6.3: Obligations Presented ............................................................................... 11 Section 6.4: Unclaimed Funds Held bv the Paying Agent/Registrar ............................ 11 Section 6.5: Paving Agent/Registrar May Own Obligations ........................................ 12 Section 6.6: Successor Paving Agents/Registrars......................................................... 12 ARTICLE VII PROVISIONS CONCERNING SALE AND APPLICATION OF PROCEEDS OF OBLIGATIONS ...................... ............ .......................... ................ ...... ...12 Section 7.1: Sale of Obligations; Insurance ............. ............................. ............. ........... 12 Section 7.2: Approval. Registration and Delivery ........................................................ 12 Section 7.3: Application of Proceeds of Obligations; Appropriation ........................... 12 Section 7.4: Tax Exemption............... ............. .......................... ........ ...... ........ .............. 13 Section 7.5: Qualified Tax-Exempt Obligations........................................................... 15 Section 7.6: Related Matters..... .......................... ............................ ............ .................. 16 ARTICLE VIII COVENANTS...................... .... ........ .............................................. .................... .16 Section 8.1: Financial Reporting. ............... ............. ..... ........................... ...... .......... ...... 16 HOU:2516661.4 1 Section 8.2: Determination of T axabilitv...................................................................... 16 ARTICLE IX MISCELLANEOUS ....... ........................................ ..................... ..... ..... ..... .......... .17 Section 9.1 : Section 9.2: Section 9.3: Section 9.4: Section 9.5: Section 9.6: Section 9.7: Section 9.8: Section 9.9: Section 9.10: HOU :2516661.4 Defeasance.......... ...................................................................................... 17 Ordinance a Contract - Amendments........................................................ 17 Legal Holidays.......................................................................................... 18 No Recourse Against City Officials ......................................................... 18 Further Proceedings ................... .................. ............ ....... .......................... 18 Power to Revise Form of Documents ....................................................... 18 Severability ........... .............. ................. ..................................................... 18 Open Meeting................................................ ....... ........ ........... ...... ..... ....... 19 Repealer.............. ...................................................................................... 19 Effective Date. ........ ....... ........ ......... ...... ........ .................... ........... ... .......... 19 11 ORDINANCE AUTHORIZING AND ORDERING THE ISSUANCE OF CITY OF LA PORTE, TEXAS, PUBLIC PROPERTY FINANCE CONTRACTUAL OBLIGATIONS, SERIES 2006; AND CONTAINING OTHER MATTERS INCIDENT THERETO BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE, TEXAS: ARTICLE I FINDINGS AND DETERMINATIONS Section 1.1: Findings and Determinations. The City Council hereby officially finds and determines that: (a) The City of La Porte, Texas (the "City"), acting through its City Council, is authorized by its Home Rule Charter and the Constitution and laws of the State of Texas, particularly the Public Property Finance Act, Chapter 271, Subchapter A, Texas Local Government Code, as amended (the "Act"), to execute, perform and make payments under contracts with any person for the use, purchase or other acquisition of personal property, or the financing thereof, as described in the Act; (b) The Act permits the City Council of the City to execute contracts in any form deemed appropriate by the City Council in connection with the use, purchase or other acquisition of personal property; (c) The City Council of the City desires to purchase personal property, described in Exhibit A attached hereto, or such other personal property, appliances, equipment, facilities, furnishings or interests therein, whether movable or fixed, deemed by the City Council to be necessary, useful and/or appropriate for the purposes of the City; and (d) The City Council of the City is of the opinion and hereby affirmatively finds that it is in the best interests of the City to adopt this Ordinance and issue the obligations herein authorized as permitted by the Act. ARTICLE II DEFINITIONS AND INTERPRETATIONS Section 2.1: Definitions. As used herein, the following terms shall have the meanings specified, unless the context clearly indicates otherwise: "Act" shall mean Chapter 271, Subchapter A, Texas Local Government Code, as amended. HOU:2516661.4 "Attorney General" shall mean the Attorney General of the State of Texas. "Authorized Denomination" shall mean $100,000 and any integral multiple of $5,000 in excess thereof. "City" shall mean the City of La Porte, Texas and, where appropriate, its City Council. "City Council" shall mean the governing body of the City. "Code" shall mean the Internal Revenue Code of 1986, as amended. "Comptroller" shall mean the Comptroller of Public Accounts of the State of Texas. "Construction Fund" shall mean the Public Property Finance Contractual Obligations, Series 2006 Construction Fund established by the City and described in section 5.3 of this Ordinance. "Debt Service Fund" shall mean the Public Property Finance Contractual Obligations, Series 2006 Debt Service Fund established by the City and described in section 5.2 of this Ordinance. "Fiscal Year" shall mean the City's then designated fiscal year, which currently is the twelve-month period beginning on the first day of October of a calendar year and ending on the last day of September of the next succeeding calendar year and each such period may be designated with the number of the calendar year in which such period ends. "Interest Payment Date," when used in connection with any Obligation, shall mean July 25, 2006, and each January 25 and July 25 thereafter until maturity or earlier redemption of such Obligation. "Issuance Date" shall mean the date on which the Obligations are delivered to and paid for by the Purchaser. "Obligation" or "Obligations" shall mean any or all of the City of La Porte, Texas, Public Property Finance Contractual Obligations, Series 2006, authorized by this Ordinance. "Ordinance" shall mean this Ordinance and all amendments hereof and supplements hereto. "Outstanding," when used with reference to the Obligations, shall mean, as of a particular date, all Obligations theretofore and thereupon delivered pursuant to this Ordinance except: (a) any Obligations canceled by or on behalf of the City at or before such date; (b) any Obligations defeased pursuant to the defeasance provisions of this Ordinance or otherwise defeased as permitted by applicable law; and (c) any Obligations in lieu of or in substitution for which a replacement Obligation shall have been delivered pursuant to this Ordinance. "Paying AgentJRegistrar" shall mean Wachovia Bank, National Association, Austin, Texas, and its successors in that capacity. 2 HOU:2516661.4 "Paying Agent/Registrar Agreement" shall mean the agreement between the City and the Paying Agent/Registrar as described more particularly in Section 6.1 hereof. "Record Date" shall mean the close of business on the tenth day of the month next preceding the applicable Interest Payment Date. "Register" shall mean the registration books for the Obligations kept by the Paying Agent/Registrar in which are maintained the names and addresses of, and the principal amounts registered to, each Registered Owner of Obligations. "Registered Owner" shall mean the person or entity in whose name any Obligation is registered in the Register. "Purchaser" shall mean Wachovia Bank, National Association. Section 2.2: Interpretations. All terms defined herein and all pronouns used in this Ordinance shall be deemed to apply equally to singular and plural and to all genders. The titles and headings of the articles and sections of this Ordinance have been inserted for convenience of reference only and are not to be considered a part hereof and shall not in any way modify or restrict any of the terms or provisions hereof. This Ordinance and all the terms and provisions hereof shall be liberally construed to effectuate the purposes set forth herein and to sustain the validity of the Obligations and the validity of the levy of ad valorem taxes to pay the principal of and interest on the Obligations. ARTICLE III TERMS OF THE OBLIGATIONS Section 3.1: Amount, Purpose and Authorization. The Obligations shall be issued in fully registered form, without coupons, under and pursuant to the authority of the City's Home Rule Charter and the Act in the total authorized aggregate principal amount of TWO MILLION SIX HUNDRED TWENTY FIVE THOUSAND AND NOIlOO DOLLARS ($2,625,000) for the purpose of paying (a) all or a portion of the City's contractual obligations to be incurred in connection with the use, purchase or other acquisition of personal property, and (b) costs of issuance of the Obligations, all in accordance with the provisions of the Act. Section 3.2: Designation. Date and Interest Payment Dates. The Obligations shall be designated as the "City of La Porte, Texas, Public Property Finance Contractual Obligations, Series 2006," and shall be dated January 1,2006. The Obligations shall bear interest at the rates set forth in Section 3.3 below, from the later of the Issuance Date, or the most recent Interest Payment Date to which interest has been paid or duly provided for, calculated on the basis of a 360-day year of twelve 30-day months, payable on July 25, 2006, and each January 25 and July 25 thereafter until maturity or earlier redemption. If interest on any Obligation is not paid on any Interest Payment Date and continues unpaid for thirty (30) days thereafter, the Paying Agent/Registrar shall establish a new record date for the payment of such interest, to be known as a Special Record Date. The Paying AgentlRegistrar shall establish a Special Record Date when funds to make such interest payment 3 HOU:2516661.4 are received from or on behalf of the City. Such Special Record Date shall be fifteen (15) days prior to the date fixed for payment of such past due interest, and notice of the date of payment and the Special Record Date shall be sent by United States mail, first class, postage prepaid, not later than five (5) days prior to the Special Record Date, to each affected Registered Owner as of the close of business on the day prior to mailing of such notice. Section 3.3: Numbers. Denomination. Interest Rates and Maturities. (a) The Obligations shall be initially issued bearing the numbers, in the principal amounts and bearing interest at the rates set forth in the following schedule, and may be transferred and exchanged as set out in this Ordinance. The Obligations shall mature on January 25, 2016. Obligations delivered in transfer of or in exchange for other Obligations shall be numbered in order of their authentication by the Paying Agent/Registrar, shall be in Authorized Denominations and shall mature on the same date and bear interest at the same rate as the Obligation or Obligations in lieu of which they are delivered. Obligation Number R-I Year of Maturity 2016 Principal Amount $2,625,000 Interest Rate 3.74% (b) To the extent required by Section 8.2 of this Ordinance, and in addition to the interest owed pursuant to Section 3.3(a) above, Obligations shall bear interest at a rate per annum, not to exceed the maximum interest rate allowed by law (currently 15% per annum), which will provide the holders of the Obligations with an after-tax yield (for federal income tax purposes) equivalent to the tax-exempt yield (the "Tax-Exempt Yield") on the Obligations. The Tax-Exempt Yield is the yield (exclusive of interest owed pursuant to Section 3.3(a) above) that would have resulted to a holder of an Obligation if such Obligation had maintained its tax- exempt status, taking into account all penalties, fines, interest and additions to federal income tax imposed on a holder of an Obligation as a result of a determination of taxability. Section 3.4: Redemption Prior to Maturity. (a) The Obligations are subject to redemption prior to maturity (a "Break Event"), at the option of the City, in whole or in part, on any date (each a "Break Date"), at par plus accrued interest to the date fixed for redemption, plus a Breakage Fee, if any, defined and determined as follows. For each Break Date, a Breakage Fee shall be due only if the rate under "A" below exceeds the rate under "B" below and shall be determined as follows: "Breakage Fee" = the Present Value of ((A-B) x C) + LIB OR Breakage, where: A = A rate per annum equal to the sum of (i) the bond equivalent yield (bid side) of the U.S. Treasury security with a maturity closest to the Maturity Date as reported by The Wall Street Journal (or other published source) on November 2, 2005 ( the "Lock In Date"), plus (ii) the corresponding interest rate swap spread of a Registered Owner on the Lock In Date for a fixed rate payor to pay a Registered Owner the fixed rate side of an interest rate swap of that maturity, plus (iii) .25%. B = A rate per annum equal to the sum of (i) the bond equivalent yield (bid side) of the 4 HOU:2516661.4 U.S. Treasury security with a maturity closest to the Maturity Date as reported by The Wall Street Journal (or other published source) on the Break Date, plus (ii) the corresponding swap spread that a Registered Owner determines another swap dealer would quote to the Registered Owner on the Break Date for paying to the Registered Owner the fixed rate side of an interest rate swap of that maturity. C = The sum of the products of (i) each Affected Principal Amount for each Affected Principal Period, times (ii) the number of days in that Affected Principal Period divided by 360. "Affected Principal Amount" for an Affected Principal Period is the principal amount of the Obligations scheduled to be outstanding during that Affected Principal Period determined as of the relevant Break Date before giving effect to the Break Event on that Break Date, and for any prepayment, multiplying each such principal amount times the Prepayment Fraction. "Affected Principal Period" is each period from and including a Scheduled Due Date to but excluding the next succeeding Scheduled Due Date, provided that the first such period shall begin on and includes the Break Date. "Applicable Rate" is 3.74%, or such higher interest rate on the Obligations as may permitted by Section 8.2 hereof. "LIB OR Breakage" is any additional loss, cost or expense that Registered Owner may incur with respect to any hedge for the Applicable Rate based on the difference between a London interbank offered rate (for U.S. dollar deposits of the relevant maturity) available in the London interbank market at the beginning of the interest period in which the Break Date occurs and that which is available in that market on the Break Date. "Maturity Date" is the date on which the final payment of principal of the Obligations would, but for any Break Event, have become due. "Prepayment Fraction" is a fraction equal to the principal amount being prepaid over the principal amount of the Obligations outstanding immediately prior to that prepayment on the Break Date. "Present Value" is determined as of the Break Date using "B" above as the discount rate. "Scheduled Due Date" means the date that the principal of an Obligation subject to a Break Event would, but for the Break Event, have become due, whether at maturity or pursuant to the mandatory sinking fund redemption provisions described below. Breakage Fees are payable as liquidated damages, are a reasonable pre-estimate of the losses, costs and expenses a Registered Owner would incur in the event of any optional redemption of the Obligations, are not a penalty, will not require claim for, or proof of, actual damages, and a Registered Owner's determination thereof shall be conclusive and binding in the absence of manifest error. For any Break Event hereunder, the foregoing Breakage Fee provisions supersede any breakage compensation agreement that City and a Registered Owner may have executed with respect to the Obligations. 5 HOU:2516661.4 (b) The Obligations are subject to mandatory sinking fund redemption in the following amounts (subject to reduction as hereinafter provided), on the following dates, in each case at a redemption price equal to the principal amount of the Obligations or the portions thereof so called for redemption plus accrued interest to the date fixed for redemption: Mandatory Redemption Dates January 25, 2007 January 25, 2008 January 25,2009 January 25,2010 January 25,2011 January 25, 2012 January 25, 2013 January 25,2014 January 25, 2015 January 25,2016 Principal Amounts $262,500 262,500 262,500 262,500 262,500 262,500 262,500 262,500 262,500 262,500 The particular Obligations to be redeemed shall be selected by the Registrar by lot or other customary random selection method, on or before December 10 of each year immediately preceding a mandatory redemption date. The principal amount of Obligations to be mandatorily redeemed in each year shall be reduced by the principal amount of such Obligations that have been optionally redeemed pursuant to subparagraph (a) above on or before December 10 of such year and which have not been made the basis for a previous reduction. (c) Obligations may be redeemed only in such amounts as will result in the unredeemed balance of Obligations being outstanding in Authorized Denominations. Upon presentation and surrender of any Obligation for redemption in part, the Paying AgentfRegistrar, in accordance with the provisions of this Ordinance, shall authenticate and deliver in exchange therefor an Obligation or Obligations of like maturity and interest rate in an aggregate principal amount equal to the unredeemed portion of the Obligation so surrendered. (d) Not less than thirty (30) days prior to a redemption date for the Obligations, a notice of redemption will be sent by U.S. mail, first class postage prepaid, in the name of the City to each Owner of an Obligation to be redeemed in whole or in part at the address of such Owner appearing on the Register at the close of business on the business day next preceding the date of mailing; provided, however, that so long as Wachovia Bank, National Association, is the Paying Agent/Registrar and the sole Registered Owner of the Obligations, no such notice shall be required. Such notices shall state the redemption date, the redemption price, the place at which Obligations are to be surrendered for payment and, if less than all Obligations Outstanding are to be redeemed, the numbers of Obligations or portions thereof to be redeemed. Any notice of redemption so mailed as provided in this Section will be conclusively presumed to have been duly given, whether or not the Registered Owner receives such notice. By the date fixed for redemption, due provision shall be made with the Paying AgentfRegistrar for payment of the redemption price of the Obligations or portions thereof to be redeemed. When Obligations have been called for redemption in whole or in part and notice of redemption has been given as herein provided, the Obligations or portions thereof so redeemed shall no longer be regarded to be Outstanding, except for the purpose of receiving payment solely from the funds so provided for redemption, and interest which would otherwise accrue after the redemption date on any HOU:2516661.4 6 Obligation or portion thereof called for redemption shall terminate on the date fixed for redemption. Section 3.5: Manner of Payment. Characteristics. Execution and Authentication. The Paying Agent/Registrar is hereby appointed the paying agent for the Obligations. The Obligations shall be payable, shall have the characteristics and shall be executed, sealed, registered and authenticated, all as provided and in the manner indicated in the FORM OF OBLIGATIONS set forth in Article IV of this Ordinance. If any officer of the City whose manual or facsimile signature shall appear on the Obligations shall cease to be such officer before the authentication of the Obligations or before the delivery of the Obligations, such manual or facsimile signature shall nevertheless be valid and sufficient for all purposes as if such officer had remained in such office. The approving legal opinion of Andrews Kurth LLP, Houston, Texas, Bond Counsel, may be printed on the back of the Obligations over the certification of the City Secretary, which may be executed in facsimile. CUSIP numbers also may be printed on the Obligations, but errors or omissions in the printing of either the opinion or the numbers shall have no effect on the validity of the Obligations. Section 3.6: Authentication. Except for the Obligations to be initially issued, which need not be authenticated by the Paying Agent/Registrar, only such Obligations as shall bear thereon a certificate of authentication, substantially in the form provided in Article IV of this Ordinance, manually executed by an authorized representative of the Paying Agent/Registrar, shall be entitled to the benefits of this Ordinance or shall be valid or obligatory for any purpose. Such duly executed certificate of authentication shall be conclusive evidence that the Obligation so authenticated was delivered by the Paying Agent/Registrar hereunder. Section 3.7: Ownership. The City, the Paying Agent/Registrar and any other person may treat the person in whose name any Obligation is registered as the absolute owner of such Obligation for the purpose of making and receiving payment of the principal thereof and interest thereon and for all other purposes, whether or not such Obligation is overdue, and neither the City nor the Paying Agent/Registrar shall be bound by any notice or knowledge to the contrary. All payments made to the person deemed to be the Registered Owner of any Obligation in accordance with this Section shall be valid and effective and shall discharge the liability of the City and the Paying Agent/Registrar upon such Obligation to the extent of the sums paid. Section 3.8: Registration. Transfer and Exchange. The Paying Agent/Registrar is hereby appointed the registrar for the Obligations. So long as any Obligation remains Outstanding, the Paying Agent/Registrar shall keep the Register at its office in Austin, Texas in which, subject to such reasonable regulations as it may prescribe, the Paying Agent/Registrar shall provide for the registration and transfer of the Obligations in accordance with the terms of this Ordinance. Each Obligation shall be transferable only upon the presentation and surrender thereof at the principal corporate trust office of the Paying Agent/Registrar, accompanied by an assignment duly executed by the Registered Owner or his authorized representative in form satisfactory to the Paying Agent/Registrar. Upon due presentation of any Obligation for transfer, the Paying 7 HOU:2516661.4 Agent/Registrar shall authenticate and deliver in exchange therefor, within seventy-two (72) hours after such presentation, a new Obligation or Obligations, registered in the name of the transferee or transferees, in authorized denominations and of the same maturity and aggregate principal amount and bearing interest at the same rate as the Obligation or Obligations so presented and surrendered. All Obligations shall be exchangeable upon the presentation and surrender thereof at the office of the Paying Agent/Registrar for a Obligation or Obligations, maturity and interest rate and in any authorized denomination, in an aggregate principal amount equal to the unpaid principal amount of the Obligation or Obligations presented for exchange. The Paying Agent/Registrar shall be and is hereby authorized to authenticate and deliver exchange Obligations in accordance with the provisions of this Section. Each Obligation delivered by the Paying Agent/Registrar in accordance with this Section shall be entitled to the benefits and security of this Ordinance to the same extent as the Obligation or Obligations in lieu of which such Obligation is delivered. All Obligations issued in transfer or exchange shall be delivered to the Registered Owners thereof at the principal corporate trust office of the Paying Agent/Registrar or sent by United States mail, first class, postage prepaid. The City or the Paying AgentlRegistrar may require the Registered Owner of any Obligation to pay a sum sufficient to cover any tax or other governmental charge that may be imposed in connection with the transfer or exchange of such Obligation. Any fee or charge of the Paying AgentlRegistrar for such transfer or exchange shall be paid by the City. Section 3.9: Replacement Obligations. Upon the presentation and surrender to the Paying AgentlRegistrar of a damaged or mutilated Obligation, the Paying AgentlRegistrar shall authenticate and deliver in exchange therefor a replacement Obligation, of the same maturity, interest rate and principal amount, bearing a number not contemporaneously outstanding. The City or the Paying AgentlRegistrar may require the Registered Owner of such Obligation to pay a sum sufficient to cover any tax or other governmental charge that may be imposed in connection therewith and any other expenses connected therewith, including the fees and expenses of the Paying AgentlRegistrar and the City. If any Obligation is lost, apparently destroyed or wrongfully taken, the City, pursuant to the applicable laws of the State of Texas and ordinances of the City, and in the absence of notice or knowledge that such Obligation has been acquired by a bona fide purchaser, shall execute, and the Paying AgentlRegistrar shall authenticate and deliver, a replacement Obligation of the same maturity, interest rate and principal amount, bearing a number not contemporaneously outstanding, provided that the Registered Owner thereof shall have: (a) furnished to the City and the Paying AgentlRegistrar satisfactory evidence of the ownership of and the circumstances of the loss, destruction or theft of such Obligation; (b) furnished such security or indemnity as may be required by the Paying AgentlRegistrar and the City to save and hold them harmless; 8 HOU:2516661.4 (c) paid all expenses and charges in connection therewith, including, but not limited to, printing costs, legal fees, fees of the Paying AgentJRegistrar and any tax or other governmental charge that may be imposed; and (d) met any other reasonable requirements of the City and the Paying AgentJRegistrar . If, after the delivery of such replacement Obligation, a bona fide purchaser of the original Obligation in lieu of which such replacement Obligation was issued presents for payment such original Obligation, the City and the Paying AgentJRegistrar shall be entitled to recover such replacement Obligation from the person to whom it was delivered or any person taking therefrom, except a bona fide purchaser, and shall be entitled to recover upon the security or indemnity provided therefor to the extent of any loss, damage, cost or expense incurred by the City or the Paying AgentJRegistrar in connection therewith. If any such mutilated, lost, apparently destroyed or wrongfully taken Obligation has become or is about to become due and payable, the City in its discretion may, instead of issuing a replacement Obligation, authorize the Paying Agent/Registrar to pay such Obligation. Each replacement Obligation delivered in accordance with this Section shall be entitled to the benefits and security of this Ordinance to the same extent as the Obligation or Obligations in lieu of which such replacement Obligation is delivered. Section 3.10: Cancellation. All Obligations paid in accordance with this Ordinance, and all Obligations in lieu of which exchange Obligations or replacement Obligations are authenticated and delivered in accordance herewith, shall be canceled and destroyed upon the making of proper records regarding such payment. The Paying Agent/Registrar shall periodically furnish the City with certificates of destruction of such Obligations. ARTICLE IV FORM OF OBLIGATIONS The Obligations, including the Form of Comptroller's Registration Certificate, Form of Paying AgentJRegistrar's Authentication Certificate, and Form of Assignment, shall be in substantially the form of Exhibit B hereto, with such omissions, insertions and variations as may be necessary or desirable, and not prohibited by this Ordinance. ARTICLE V SECURITY FOR THE OBLIGATIONS Section 5.1: Pledge and Levy of Taxes. (a) To provide for the payment of principal of and interest on the Obligations, there is hereby levied, within the limits prescribed by law, for the current year and each succeeding year thereafter, while the Obligations or any part of the principal thereof and the interest thereon remain outstanding and unpaid, an ad valorem tax upon all taxable property within the City 9 HOU:2516661.4 sufficient to pay the interest on the Obligations and to create and provide a sinking fund of not less than 2% of the principal amount of the Obligations or not less than the principal payable out of such tax, whichever is greater, with full allowance being made for tax delinquencies and the costs of tax collection, and such taxes, when collected, shall be applied to the payment of principal of and interest on the Obligations by deposit to the Debt Service Fund and to no other purpose. (b) The City hereby declares its purpose and intent to provide and levy a tax legally sufficient to pay the principal of and interest on the Obligations, it having been determined that the existing and available taxing authority of the City for such purpose is adequate to permit a legally sufficient tax. As long as any Obligations remain outstanding, all moneys on deposit in, or credited to, the Debt Service Fund shall be secured by a pledge of security, as provided by law for cities in the State of Texas. Section 5.2: Debt Service Fund. (a) The Public Property Finance Contractual Obligations, Series 2006 Debt Service Fund (the "Debt Service Fund") is hereby created as a special fund solely for the benefit of the Obligations. The City shall establish and maintain such fund at an official City depository and shall keep such fund separate and apart from all other funds and accounts ofthe City. Any amount on deposit in the Debt Service Fund shall be maintained by the City in trust for the Registered Owners of the Obligations. Such amount, plus any other amounts deposited by the City into such fund and any and all investment earnings on amounts on deposit in such fund, shall be used only to pay the principal of, premium, if any, and interest on the Obligations. (b) The City agrees that, so long as the Purchaser is the Registered Owner of the Obligations, principal and interest payments due on the Obligations shall be deducted automatically on each Interest Payment Date from the Debt Service Fund held in a checking account of the City held by the Purchaser or another financial institution (the "Checking Account"). All payments pursuant to this paragraph shall be made without condition or deduction for any counterclaim, defense, recoupment or setoff. The Purchaser shall debit the Checking Account on each Interest Payment (or such later date in accordance with Section 9.3 hereof) in the amount of all interest and principal, if any, due on such date. The City shall maintain sufficient funds in the Checking Account on such dates. If there shall be insufficient funds in the Checking Account on any such date, the Purchaser may, without limiting any other remedies it may have under this Ordinance, reverse the debit. Section 5.3: Construction Fund. The Public Property Finance Contractual Obligations, Series 2006 Construction Fund (the "Construction Fund") is hereby created as a special fund of the City. Money on deposit in the Construction Fund shall be used only for the purposes set forth in Section 3.1 of this Ordinance. Money on deposit in the Construction Fund may, at the option of. the City, be invested as permitted by Texas law, provided that all such deposits and investments shall be made in such manner that the money required to be expended from the Construction Fund will be available at the proper time or times. Section 5.4: Further Proceedings. After the Obligations to be initially issued have been executed, it shall be the duty of the Mayor to deliver the Obligations to be initially issued and all 10 HOU:2516661.4 pertinent records and proceedings to the Attorney General for examination and approval. After the Obligations to be initially issued shall have been approved by the Attorney General, they shall be delivered to the Comptroller for registration. Upon registration of the Obligations to be initially issued, the Comptroller (or a deputy lawfully designated in writing to act for the Comptroller) shall manually sign the Comptroller's registration certificate prescribed herein to be affixed or attached to the Obligations to be initially issued, and the seal of said Comptroller shall be impressed, or placed in facsimile, thereon. ARTICLE VI CONCERNING THE PAYING AGENT/REGISTRAR Section 6.1: Acceptance. Wachovia Bank, National Association, Austin, Texas, is hereby appointed as the initial Paying AgentlRegistrar for the Obligations pursuant to the terms and provisions of the Paying AgentlRegistrar Agreement by and between the City and the Paying AgentlRegistrar. The Paying AgentlRegistrar Agreement shall be substantially in the form attached hereto as Exhibit C, the terms and provisions of which are hereby approved, and the Mayor is hereby authorized to execute and deliver such Paying AgentlRegistrar Agreement on behalf of the City in multiple counterparts and the City Secretary is hereby authorized to attest thereto and affix the City's seal. Such initial Paying AgentlRegistrar and any successor Paying AgentlRegistrar, by undertaking the performance of the duties of the Paying AgentlRegistrar hereunder, and in consideration of the payment of any fees pursuant to the terms of any contract between the Paying AgentlRegistrar and the City and/or the deposits of money pursuant to this Ordinance, shall be deemed to accept and agree to abide by the terms of this Ordinance. Section 6.2: Trust Funds. All money transferred to the Paying AgentlRegistrar in its capacity as Paying AgentlRegistrar for the Obligations under this Ordinance (except any sums representing Paying AgentlRegistrar's fees) shall be held in trust for the benefit of the City, shall be the property of the City and shall be disbursed in accordance with this Ordinance. Section 6.3: Obligations Presented. Subject to the provisions of Section 6.4, all matured Obligations presented to the Paying AgentlRegistrar for payment shall be paid without the necessity of further instructions from the City. Such Obligations shall be canceled as provided herein. Section 6.4: Unclaimed Funds Held by the Paying AgentlRegistrar. Funds held by the Paying AgentlRegistrar that represent principal of and interest on the Obligations remaining unclaimed by the Registered Owner thereof after the expiration of three years from the date such funds have become due and payable (a) shall be reported and disposed of by the Paying AgentlRegistrar in accordance with the provisions of Title 6 of the Texas Property Code, as amended, to the extent such provisions are applicable to such funds, or (b) to the extent such provisions do not apply to the funds, such funds shall be paid by the Paying AgentlRegistrar to the City upon receipt by the Paying AgentlRegistrar of a written request therefor from the City. The Paying AgentlRegistrar shall have no liability to the Registered Owners of the Obligations by virtue of actions taken in compliance with this Section. 11 HOU:2516661.4 Section 6.5: Paying Agent/Registrar Mav Own Obligations. The Paying Agent/Registrar in its individual or any other capacity, may become the owner or pledgee of Obligations with the same rights it would have if it were not the Paying Agent/Registrar. Section 6.6: Successor Paving Agents/Registrars. The City covenants that at all times while any Obligations are Outstanding it will provide a legally qualified bank, trust company, financial institution or other agency to act as Paying Agent/Registrar for the Obligations. The City reserves the right to change the Paying Agent/Registrar for the Obligations on not less than sixty (60) days' written notice to the Paying Agent/Registrar, as long as any such notice is effective not less than 60 days prior to the next succeeding principal or interest payment date on the Obligations. Promptly upon the appointment of any successor Paying Agent/Registrar, the previous Paying Agent/Registrar shall deliver the Register or a copy thereof to the new Paying AgentlRegistrar, and the new Paying AgentlRegistrar shall notify each Registered Owner, by United States mail, first class, postage prepaid, of such change and of the address of the new Paying AgentlRegistrar. Each Paying AgentlRegistrar hereunder, by acting in that capacity, shall be deemed to have agreed to the provisions of this Ordinance. ARTICLE VII PROVISIONS CONCERNING SALE AND APPLICATION OF PROCEEDS OF OBLIGATIONS Section 7.1: Sale of Obligations. The sale of the Certificates to the Purchaser at a price of the par value thereof is hereby approved, and delivery of the Obligations to the Purchaser shall be made upon payment therefor in accordance with the terms of the Investor Letter attached hereto as Exhibit D, which price and terms are hereby found and determined to be the most advantageous reasonably obtainable by the City. The Mayor, Mayor Pro- Tem and all other officials, agents and representatives of the City are hereby authorized to do any and all things necessary or desirable to provide for the issuance and delivery of the Obligations. Section 7.2: Approval. Registration and Delivery. The Mayor is hereby authorized to have control and custody of the Obligations and all necessary records and proceedings pertaining thereto pending their delivery, and the Mayor and other officers and employees of the City are hereby authorized and directed to make such certifications and to execute such instruments as may be necessary to accomplish the delivery of the Obligations and to assure the investigation, examination and approval thereof by the Attorney General and the registration of the initial Obligations by the Comptroller. Upon registration of the Obligations, the Comptroller (or the Comptroller's certificates clerk or an assistant certificates clerk lawfully designated in writing to act for the Comptroller) shall manually sign the Comptroller's Registration Certificates prescribed herein to be attached or affixed to each Obligation initially delivered and the seal of the Comptroller shall be impressed or printed or lithographed thereon. Section 7.3: Application of Proceeds of Obligations; Appropriation. Proceeds from the sale of the Obligations shall, promptly upon receipt by the City, be applied as follows: 12 HOU:2516661.4 (1) A portion of the proceeds shall be applied to pay expenses arising in connection with the issuance of the Obligations; and (2) The remaining proceeds shall be deposited into the Construction Fund created in Section 5.3 of this Ordinance and used for the purposes described in Section 3.I(a) hereof. Section 7.4: Tax Exemption. The City intends that the interest on the Obligations shall be excludable from gross income of the owners thereof for federal income tax purposes pursuant to Sections 103 and 141 through 150 of the Internal Revenue Code of 1986, as amended, (the "Code") and all applicable temporary, proposed and final regulations (the "Regulations") and procedures promulgated thereunder and applicable to the Obligations. For this purpose, the City covenants that it will monitor and control the receipt, investment, expenditure and use of all gross proceeds of the Obligations (including all property the acquisition, construction or improvement of which is to be financed directly or indirectly with the proceeds of the Obligations) and take or omit to take such other and further actions as may be required by Sections 103 and 141 through 150 of the Code and the Regulations to cause interest on the Obligations to be and remain excludable from the gross income, as defined in Section 61 of the Code, of the owners of the Obligations for federal income tax purposes. Without limiting the generality of the foregoing, the City shall comply with each of the following covenants: ( a) The City will use all of the proceeds of the Obligations (1) to provide funds for the purposes set forth in Section 3.1 of this Ordinance, which property will be owned and operated by the City, and (ii) to pay the costs of issuing the Obligations. The City will not use any portion of the proceeds of the Obligations to pay the principal of or interest or redemption premium on any other obligation of the City or a related person. (b) The City will not directly or indirectly take any action or omit to take any action, which action or omission would cause the Obligations to constitute "private activity bonds" within the meaning of Section 141 (a) of the Code. (c) Principal of and interest on the Obligations will be paid solely from ad valorem taxes collected by the City, investment earnings on such collections, and as available, proceeds of the Obligations. (d) Based upon all facts and estimates now known or reasonably expected to be in existence on the date the Obligations are delivered, the City reasonably expects that the proceeds of the Obligations will not be used in a manner that would cause the Obligations or any portion thereof to be an "arbitrage bond" within the meaning of Section 148 of the Code; (e) At all times while the Obligations are outstanding, the City will identify and properly account for all amounts constituting gross proceeds of the Obligations in accordance with the Regulations. The City will monitor the yield on the investments of the proceeds of the Obligations and, to the extent required by the Code and the Regulations, will restrict the yield on such investments to a yield which is not materially higher than the yield on the Obligations. To the extent 13 HOU:2516661.4 necessary to prevent the Obligations from constituting "arbitrage bonds," the City will make such payments as are necessary to cause the yield on all yield-restricted nonpurpose investments allocable to the Obligations to be less than the yield that is materially higher than the yield on the Obligations. (f) The City will not take any action or knowingly omit to take any action which, if taken or omitted, would cause the Obligations to be treated as "federally guaranteed" obligations for purposes of Section 149(b) of the Code; (g) The City represents that not more than fifty percent (50%) of the proceeds of the Obligations will be invested in nonpurpose investments (as defined in Section 148(f)(6)(A) of the Code) having a substantially guaranteed yield for four years or more within the meaning of Section 149(g)(3)(A)(ii) of the Code, and the City reasonably expects that at least eighty-five percent (85%) of the spendable proceeds of the Obligations will be used to carry out the governmental purpose of the Obligations within the three-year period beginning on the respective dates of issue of the Obligations. (h) The City will take all necessary steps to comply with the requirement that certain amounts earned by the City on the investment of the gross proceeds of the Obligations, if any, be rebated to the federal government. Specifically, the City will (i) maintain records regarding the receipt, investment, and expenditure of the gross proceeds of the Obligations as may be required to calculate such excess arbitrage profits separately from records of amounts on deposit in the funds and accounts of the City allocable to other obligations of the City or moneys which do not represent gross proceeds of any obligations of the City and retain such records for at least six years after the day on which the last outstanding Obligation is discharged, (ii) account for all gross proceeds under a reasonable, consistently applied method of accounting, not employed as an artifice or device to avoid in whole or in part, the requirements of Section 148 of the Code, including any specified method of accounting required by applicable Regulations to be used for all or a portion of any gross proceeds, (iii) calculate, at such times as are required by applicable Regulations, the amount of excess arbitrage profits, if any, earned from the investment of the gross proceeds of the Obligations and (iv) timely pay, as required by applicable Regulations, all amounts required to be rebated to the federal government. In addition, the City will exercise reasonable diligence to assure that no errors are made in the calculations required by the preceding sentence and, if such an error is made, to discover and promptly correct such error within a reasonable amount of time thereafter, including payment to the federal government of any delinquent amounts owed to it, interest thereon and any penalty . (i) The City will not directly or indirectly pay any amount otherwise payable to the federal government pursuant to the foregoing requirements to any person other than the federal government by entering into any investment arrangement with respect to the gross proceeds of the Obligations that might result in a reduction in the amount required to be paid to the federal government because such 14 HOU:2516661.4 arrangement results in smaller profit or a larger loss than would have resulted if such arrangement had been at arm's length and had the yield on the Obligations not been relevant to either party. G) The City will timely file or cause to be filed with the Secretary of the Treasury of the United States the information required by Section 149( e) of the Code with respect to the Obligations on such form and in such place as the Secretary may prescribe. (k) The City will not issue or use the Obligations as part of an "abusive arbitrage device" (as defined in Section 1.148-10(a) of the Regulations). Without limiting the foregoing, the Obligations are not and will not be a part of a transaction or series of transactions that attempts to circumvent the provisions of Section 148 of the Code and the Regulations by (i) enabling the City to exploit the difference between tax-exempt and taxable interest rates to gain a material financial advantage, or (ii) increasing the burden on the market for tax-exempt obligations. (1) Proper officers of the City charged with the responsibility for issuing the Obligations are hereby directed to make, execute and deliver certifications as to facts, estimates or circumstances in existence as of the Issue Date and stating whether there are facts, estimates or circumstances that would materially change the City's expectations. On or after the Issue Date, the City will take such actions as are necessary and appropriate to assure the continuous accuracy of the representations contained in such certificates. (m) The covenants and representations made or required by this Section are for the benefit of the holders of the Obligations and any subsequent holder of the Obligations, and may be relied upon by the holder of the Obligations and any subsequent holder of the Obligations and bond counsel to the City. In complying with the foregoing covenants, the City may rely upon an unqualified opinion issued to the City by nationally recognized bond counsel that any action by the City or reliance upon any interpretation of the Code or Regulations contained in such opinion will not cause interest on the Obligations to be includable in gross income for federal income tax purposes under existing law. Notwithstanding any other provision of this Ordinance, the City's representations and obligations under the covenants and provisions of this Section 7.4 shall survive the defeasance and discharge of the Obligations for as long as such matters are relevant to the exclusion of interest on the Obligations from the gross income of the owners thereof for federal income tax purposes. Section 7.5: Qualified Tax-Exempt Obligations. The City hereby designates the Obligations as "qualified tax-exempt obligations" as defined in Section 265(b )(3) of the Code. With respect to such designation, the City represents the following: (a) that during the calendar year 2006, the City (including all entities which issue obligations on behalf of the City), has not designated nor will designate obligations, which when aggregated with the Obligations will 15 HOU:2516661.4 result in more than $10,000,000 of "qualified tax-exempt obligations" being issued and (b) that the City has examined its fmancing needs for the calendar year 2006 and reasonably anticipates that the amount of bonds, leases, loans or other obligations, together with the Obligations and any other tax-exempt obligations heretofore issued by the City (plus those of all entities which issue obligations on behalf of the City) during the calendar year 2006, when the higher of the face amount or the issue price of each such tax-exempt obligation issued for the calendar year 2006 by the City is taken into account, will not exceed $10,000,000. Section 7.6: Related Matters. In order that the City shall satisfy in a timely manner all of its obligations under this Ordinance, the Mayor, City Secretary and all other appropriate officers, agents, representatives and employees of the City are hereby authorized and directed to take all other actions that are reasonably necessary to provide for the issuance and delivery of the Obligations, including, without limitation, executing and delivering on behalf of the City all certificates, consents, receipts, requests, notices, and other documents as may be reasonably necessary to satisfy the City's obligations under this Ordinance and to direct the transfer and application of funds of the City consistent with the provisions of this Ordinance. ARTICLE VIII COVENANTS Section 8.1: Financial Reporting. The City shall provide annual audited financial statements of the City to the Purchaser within 180 days of the close of each Fiscal Year. Section 8.2: Determination of Taxability. (a) Upon (i) receipt of written notice from the Internal Revenue Service which, in the opinion of bond counsel to the City, has the effect of rendering interest on the Obligations includible in the gross income of the holders thereof, or (ii) receipt by the Purchaser of a written opinion of bond counsel selected by the Purchaser and approved by the City (which approval shall not be unreasonably withheld) to the effect that interest on the Obligations is includible in the gross income of the holders thereof, the City shall pay interest (including interest for prior years from the date of determination of taxability, if applicable) to the holders of the Obligations at a rate per annum determined in accordance with Section 3.3(b) hereof; provided, however, that payment of interest on the Obligations pursuant to Section 3.3(b) shall be required only to the extent and during the period of time that interest on an Obligation is determined to includible in the gross income of the holder thereof. (b) To the extent that the City is required to pay interest at an increased rate pursuant to subsection (a) of this Section 8.2 (and in the absence of other available funds on hand to pay such interest), the amount of such increase in interest shall be due (i) on the first Interest Payment Date which (A) occurs during the first Fiscal Year in which the City is able to include an amount in its annual ad valorem debt service tax rate to provide for payment of such increased interest and (B) next follows the last date on which a taxpayer may pay such ad valorem tax without 16 HOU:2516661.4 incurring a penalty for late payment thereof, and (ii) on each succeeding Interest Payment Date thereafter, so long as the City is required to pay such increased interest. (c) Upon the occurrence of an event that results in the City being required to pay interest pursuant to subsection (a) of this Section 8.2, on any date following such event the Obligations shall be subject to redemption, in whole or in part, at the option of the City at a redemption price of the par value thereof plus accrued interest (including any interest owed pursuant to Section 3.3(b) hereof) to the date of redemption. ARTICLE IX MISCELLANEOUS Section 9.1 : Defeasance. The City may defease the provisions of this Ordinance and discharge its obligations to the Registered Owners of any or all of the Obligations to pay the principal of and interest thereon in any manner now or hereafter permitted by law, including by depositing with the Paying Agent/Registrar or with the Comptroller either: (a) cash in an amount equal to the principal amount of such Obligations plus interest thereon to the date of maturity; or (b) pursuant to an escrow or trust agreement, cash and/or (i) direct noncallable obligations of United States of America, including obligations that are unconditionally guaranteed by the United States of America; (ii) noncallable obligations of an agency or instrumentality of the United States, including obligations that are unconditionally guaranteed or insured by the agency or instrumentality and that, on the date the governing body of the issuer adopts or approves the proceedings authorizing the issuance of refunding bonds, are rated as to investment quality by a nationally recognized investment rating firm not less than AAA or its equivalent; or (iii) noncallable obligations of a state or an agency or a county, municipality, or other political subdivision of a state that have been refunded and that, on the date the governing body of the issuer adopts or approves the proceedings authorizing the issuance of refunding bonds, are rated as to investment quality by a nationally recognized investment rating firm not less than AAA or its equivalent, which, in the case of (i), (ii) or (iii), may be in book-entry form, and the principal of and interest on which will, when due or redeemable at the option of the holder, without further investment or reinvestment of either the principal amount thereof or the interest earnings thereon, provide money in an amount which, together with other moneys, if any, held in such escrow at the same time and available for such purpose, shall be sufficient to provide for the timely payment of the principal of and interest thereon to the date of maturity. Upon such deposit, such Obligations shall no longer be regarded to be Outstanding or unpaid. Any surplus amounts not required to accomplish such defeasance shall be returned to the City. Section 9.2: Ordinance a Contract - Amendments. This Ordinance shall constitute a contract with the Registered Owners from time to time, be binding on the City, and shall not be amended or repealed by the City so long as any Obligation remains Outstanding except as permitted in this Section. The City may, without the consent of or notice to any Registered 17 HOU:25 16661.4 Owners, from time to time and at any time, amend this Ordinance in any manner not detrimental to the interests of the Registered Owners, including the curing of any ambiguity, inconsistency, or formal defect or omission herein. In addition, the City may, with the consent of Registered Owners who own in the aggregate 51 % of the principal amount of the Obligation then Outstanding, amend, add to, or rescind any of the provisions of this Ordinance; provided that, without the consent of all Registered Owners of Outstanding Obligations, no such amendment, addition, or rescission shall (i) extend the time or times of payment of the principal of and interest on the Obligations, reduce the principal amount thereof, or the rate of interest thereon, or in any other way modify the terms of payment of the principal of or interest on the Obligations, (ii) give any preference to any Obligation over any other Obligation, or (iii) reduce the aggregate principal amount of Obligations required to be held by Registered Owners for consent to any such amendment, addition, or rescission. Section 9.3: Legal Holidays. In any case where the date interest accrues and becomes payable on the Obligations or principal of the Obligations matures or a Record Date shall be in the City a Saturday, Sunday, legal holiday or a day on which banking institutions are authorized by law to close, then payment of interest or principal need not be made on such date, or the Record Date shall not occur on such date, but payment may be made or the Record Date shall occur on the next succeeding day which is not in the City a Saturday, Sunday, legal holiday or a day on which banking institutions are authorized by law to close with the same force and effect as if (i) made on the date of maturity and no interest shall accrue for the period from the date of maturity to the date of actual payment or (ii) the Record Date had occurred on the fifteenth day of that calendar month. Section 9.4: No Recourse Against City Officials. No recourse shall be had for the payment of principal of or interest on any Obligations or for any claim based thereon or on this Ordinance against any official of the City or any person executing any Obligations. Section 9.5: Further Proceedings. The Mayor, City Secretary and other appropriate officials of the City are hereby authorized and directed to do any and all things necessary and/or convenient to carry out the terms of this Ordinance. Section 9.6: Power to Revise Form of Documents. Notwithstanding any other provision of this Ordinance, the Mayor is hereby authorized to make or approve such revisions, additions, deletions, and variations to this Ordinance and in the form of the documents attached hereto as exhibits as, in the judgment of the Mayor, and in the opinion of Obligation Counsel to the City, may be necessary or convenient to carry out or assist in carrying out the purposes of this Ordinance, or as may be required for approval of the Obligations by the Attorney General of Texas; provided, however, that any changes to such documents resulting in substantive amendments to the terms and conditions of the Obligations or such documents shall be subject to the prior approval of the City Council. Section 9.7: Severability. If any Section, paragraph, clause or proVISIon of this Ordinance shall for any reason be held to be invalid or unenforceable, the invalidity or unenforceability of such Section, paragraph, clause or provision shall not affect any of the remaining provisions of this Ordinance. 18 HOU:2516661.4 Section 9.8: Open Meeting. It is hereby found, determined and declared that a sufficient written notice of the date, hour, place and subject of the meeting of the City Council at which this Ordinance was adopted was posted at a place convenient and readily accessible at all times to the general public at City Hall for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code, and that this meeting has been open to the public as required by law at all times during which this Ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. Section 9.9: Repealer. All orders, resolutions and ordinances, or parts thereof, inconsistent herewith are hereby repealed to the extent of such inconsistency. Section 9.10: Effective Date. This Ordinance shall be in force and effect from and after its passage on the date shown below. [Remainder of this page intentionally left blank) 19 HOU:2516661.4 PASSED AND ADOPTED this December 12,2005. ATTEST l ~~!;; cllrffiJ (SEAL) Exhibits: Exhibit A - Description of Property Exhibit B - Form of Obligation Exhibit C - Paying Agent/Registrar Agreement Exhibit D - Investor Letter HOU:25 16661.3 CITY OF LA PORTE, TEXAS ~y~ Mayor S-1 EXHIBIT A DESCRIPTION OF PROPERTY Automatic meter reading equipment and related components. A-I HOU:2516661.4 EXHIBIT B FORM OF OBLIGATION UNITED STATES OF AMERICA STATE OF TEXAS CITY OF LA PORTE, TEXAS, PUBLIC PROPERTY FINANCE CONTRACTUAL OBLIGATION, SERIES 2006 NUMBER 1R_ REGISTERED DENOMINATION $ REGISTERED INTEREST RATE: DATED DATE: ISSUANCE DATE: MATURITY DATE: 3.74% January 1,2006 January 25,2006 January 25,2016 REGISTERED OWNER: PRINCIPAL AMOUNT: DOLLARS THE CITY OF LA PORTE, TEXAS, a municipal corporation of the State of Texas (the "City"), for value received, hereby promises to pay to the Registered Owner identified above or its registered assigns, on the Maturity Date specified above upon presentation and surrender of this Obligation at the principal corporate trust office of Wachovia Bank, National Association, Austin, Texas, or its successor (the "Paying AgentlRegistrar"), the principal amount identified above payable in any coin or currency of the United States of America which on the date of payment of such principal is legal tender for the payment of debts due to the United States of America, and to pay interest thereon at the rate shown above (as may be adjusted pursuant to the terms of the Ordinance), calculated on a basis of a 360-day year composed of twelve 30-day months, from the later of the Issue Date identified above or the most recent interest payment date to which interest has been paid or duly provided for. Interest on this Obligation is payable on July 25, 2006, and each January 25 and July 25 thereafter until maturity or earlier redemption of this Obligation, by check sent by United States mail, first class, postage prepaid, by the Paying AgentlRegistrar to the Registered Owner of record as of the close of business on the tenth day of the month next preceding the applicable interest payment date, as shown on the registration books kept by the Paying AgentlRegistrar. Any accrued interest payable at maturity shall be paid upon presentation and surrender of this Obligation at the office of the Paying AgentlRegistrar . I Initial Obligation shall be numbered T -1. B-1 HOU:25 16661.4 THIS OBLIGATION IS ONE OF A DULY AUTHORIZED SERIES OF OBLIGATIONS (the "Obligations") in the aggregate principal amount of $2,625,000 issued pursuant to an ordinance adopted by the City Council of the City on December 12, 2005 (the "Ordinance") for the purpose of paying (a) all or a portion of the City's contractual obligations to be incurred in connection with the use, purchase or other acquisition of personal property, under and pursuant to the authority of Chapter 271, Subchapter A, Texas Local Government Code, as amended, and the City's Home Rule Charter. Proceeds of the Obligations will also be used to pay costs of issuance of the Obligations and other professional services related thereto. 2REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF THIS OBLIGATION SET FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS SHALL HAVE THE SAME FORCE AND EFFECT AS IF SET FORTH AT THIS PLACE. 3THIS OBLIGATION shall not be valid or obligatory for any purpose or be entitled to any benefit under the Ordinance unless this Obligation is authenticated by the Paying Agent/Registrar by due execution of the authentication certificate endorsed hereon. IN WITNESS WHEREOF, the City has caused its corporate seal to be impressed or placed in facsimile hereon and this Obligation to be signed by the Mayor and countersigned by the City Secretary by their manual, lithographed or printed facsimile signatures. CITY OF LA PORTE, TEXAS ~~~~ ~~-e~ Mayor (SEAL) COUNTERSIGNED: ~r;" ;1M City Secretary * * * [REVERSE OF OBLIGATION] THE CITY RESERVES THE RIGHT, at its option, to redeem, prior to their maturity, Obligations, in whole or in part, on any date at a price of par plus accrued interest to the date 2 This paragraph shall be omitted from the initial Obligation and any other Obligation for which text does not appear on the back of a printed bond. 3 In the initial Obligation, this paragraph shall read as follows: "THIS OBLIGA nON shall not be valid or obligatory for any purpose or be entitled to any benefit under the Ordinance unless this Obligations is registered by the Comptroller of Public Accounts of the State of Texas by due execution of the registration certificate endorsed hereon." B-2 HOU:2516661.4 fixed for redemption, plus a Breakage Fee, if any, as defined and determined in accordance with the Ordinance. THE OBLIGATIONS ARE subject to mandatory sinking fund redemption in the following amounts (subject to reduction as hereinafter provided), on the following dates, in each case at a redemption price equal to the principal amount of the Obligations or the portions thereof so called for redemption plus accrued interest to the date fixed for redemption: Mandatory Redemotion Dates January 25, 2007 January 25, 2008 January 25, 2009 January 25,2010 January 25,2011 January 25,2012 January 25,2013 January 25, 2014 January 25, 2015 January 25,2016 Princioal Amounts $262,500 262,500 262,500 262,500 262,500 262,500 262,500 262,500 262,500 262,500 THE PARTICULAR OBLIGATIONS to be redeemed shall be selected by the Registrar by lot or other customary random selection method, on or before December 10 of each year immediately preceding a mandatory redemption date. The principal amount of Obligations to be mandatorily redeemed in each year shall be reduced by the principal amount of such Obligations that have been optionally redeemed pursuant to subparagraph (a) above on or before December 10 of such year and which have not been made the basis for a previous reduction. OBLIGATIONS MAY BE REDEEMED only in such amounts as will result in the unredeemed balance of Obligations being outstanding in Authorized Denominations. Upon presentation and surrender of any Obligation for redemption in part, the Paying AgentlRegistrar, in accordance with the provisions of this Ordinance, shall authenticate and deliver in exchange therefor an Obligation or Obligations of like maturity and interest rate in an aggregate principal amount equal to the unredeemed portion of the Obligation so surrendered. NOTICE OF ANY SUCH REDEMPTION, identifying the Obligations or portions thereof to be redeemed, shall be sent by United States mail, first class, postage prepaid, to the Registered Owners thereof at their addresses as shown on the books of registration kept by the Paying AgentlRegistrar, not less than thirty (30) days before the date fixed for such redemption; provided, however, that so long as Wachovia Bank, National Association, is the Paying Agent/Registrar and the sole Registered Owner of the Obligations, no such notice shall be required. By the date fixed for redemption, due provision shall be made with the Paying Agent/Registrar for the payment of the redemption price of the Obligations called for redemption. If such notice of redemption is given, and if due provision for such payment is made, all as provided above, the Obligations which are to be so redeemed thereby automatically shall be redeemed prior to their scheduled maturities, they shall not bear interest after the date fixed for redemption, and they shall not be regarded as being outstanding except for the purpose of being paid with the funds so provided for such payment. HOU:2516661.4 B-3 THIS OBLIGATION IS TRANSFERABLE only upon presentation and surrender at the principal corporate trust office of the Paying Agent/Registrar, accompanied by an assignment du1y executed by the Registered Owner or its authorized representative, subject to the terms and conditions of the Ordinance. THIS OBLIGATION IS EXCHANGEABLE at the principal corporate trust office of the Paying Agent/Registrar for a Obligation or Obligations of the same maturity and interest rate and in the principal amount of $100,000 or any integral mu1tiple of $5,000 in excess thereof, subject to the terms and conditions of the Ordinance. THE CITY OR PAYING AGENT/REGISTRAR may require the Registered Owner of any Obligation to pay a sum sufficient to cover any tax or other governmental charge that may be imposed in connection with the transfer or exchange of a Obligation. Any fee or charge of the Paying Agent/Registrar for a transfer or exchange shall be paid by the City. THE REGISTERED OWNER of this Obligation by acceptance hereof, acknowledges and agrees to be bound by all the terms and conditions of the Ordinance. IT IS HEREBY DECLARED AND REPRESENTED that this Obligation has been duly and validly issued and delivered; that all acts, conditions and things required or proper to be performed, exist and to be done precedent to or in the issuance and delivery of this Obligation have been performed, exist and have been done in accordance with law; that the Obligations do not exceed any constitutional or statutory limitation; and that annual ad valorem taxes sufficient to provide for the payment of the interest on and principal of this Obligation, as such interest comes due and such principal matures, have been levied and ordered to be levied, within the limits prescribed by law, against all taxable property in the City and have been irrevocably pledged for such payment. REFERENCE IS HEREBY MADE TO THE ORDINANCE, a copy of which is filed with the Paying Agent/Registrar, for the full provisions thereof, to all of which the Registered Owners of the Obligations assent by acceptance of the Obligations. B-4 HOU:2516661.4 * * * FORM OF COMPTROLLER'S REGISTRATION CERTIFICATE The following form of Comptroller's Registration Certificate shall be attached or affixed to each of the Obligations initially delivered: OFFICE OF THE COMPTROLLER OF PUBLIC ACCOUNTS THE STATE OF TEXAS ~ ~ ~ REGISTER NO. I hereby certify that this bond has been examined, certified as to validity and approved by the Attorney General of the State of Texas, and that this bond has been registered by the Comptroller of Public Accounts of the State of Texas. WITNESS MY SIGNATURE AND SEAL OF OFFICE this (SEAL) Comptroller of Public Accounts of the State of Texas * * * FORM OF PAYING AGENTIREGISTRAR'S AUTHENTICATION CERTIFICATE The following form of authentication certificate shall be printed on the face of each of the Obligations: AUTHENTICATION CERTIFICATE This Obligation is one of the Obligations described in and delivered pursuant to the within mentioned Ordinance; and, except for the Obligations initially delivered, this Obligation has been issued in exchange for or replacement of a Obligation, Obligations, or a portion of a Obligation or Obligations of an issue which originally was approved by the Attorney General of the State of Texas and registered by the Comptroller of Public Accounts of the State of Texas. Wachovia Bank, Austin, Texas as Paying AgentlRegistrar By Authorized Signature Date of Authentication: B-5 HOU:2516661.4 * * * FORM OF ASSIGNMENT The following form of assignment shall be printed on the back of each of the Obligations: ASSIGNMENT For value received, the undersigned hereby sells, assigns and transfers unto (Please print or type name, address, and zip code of Transferee) (Please insert Social Security or Taxpayer Identification Number of Transferee) the within bond and all rights thereunder, and hereby irrevocably constitutes and appoints attorney to transfer such bond on the books kept for registration thereof, with full power of substitution in the premises. DATED: Signature Guaranteed: NOTICE: Signature must be guaranteed by a member firm of the New York Stock Exchange or a commercial bank or trust company. Registered Owner NOTICE: The signature above must correspond to the name of the Registered Owner as shown on the face of this bond in every particular, without any alteration, enlargement or change whatsoever. * * * B-6 HOU:2516661.4 EXHIBIT C PAYING AGENTIREGISTRAR AGREEMENT HOU:2516661.4 PASSED AND ADOPTED this December 12,2005. ATTEST (SEAL) Exhibits: Exhibit A - Description of Property Exhibit B - Form of Obligation Exhibit C - Paying Agent/Registrar Agreement Exhibit D - Investor Letter HOU :2516661.3 CITY OF LA PORTE, TEXAS ~L~ Mayor S-l PAYING AGENTIREGISTRAR AGREEMENT THIS PAYING AGENT/REGISTRAR AGREEMENT dated as of January 1, 2006 (together with any amendments or supplements hereto, the "Agreement") is entered into by and between the CITY OF LA PORTE, TEXAS (the "City"), and WACHOVIA BANK, NATIONAL ASSOCIATION, AUSTIN, TEXAS, as paying agent/registrar (together with any successor in such capacity, the "Bank"). WITNESSETH: WHEREAS, the City has duly authorized and provided for the issuance of its City of La Porte, Texas, Public Property Finance Contractual Obligations, Series 2006 (the "Obligations") to be issued as fully registered obligations. WHEREAS, all things necessary to make the Obligations the valid obligations of the City, in accordance with their terms, will be done upon the issuance and delivery thereof; WHEREAS, the City and the Bank wish to provide the terms under which the Bank will act as Paying Agent to pay the principal of, redemption premium, if any, and interest on the Obligations, in accordance with the terms thereof, and under which the Bank will act as Registrar for the Obligations; and WHEREAS, the City and the Bank have duly authorized the execution and delivery of this Agreement; and all things necessary to make this Agreement the valid agreement of the parties, in accordance with its terms, have been done. NOW, THEREFORE, it is mutually agreed as follows: ARTICLE I. APPOINTMENT OF BANK AS PAYING AGENT AND REGISTRAR Section 1.1. Appointment. The City hereby appoints the Bank to act as Paying Agent with respect to the Obligations, to pay to the Registered Owners of the Obligations, in accordance with the terms and provisions of this Agreement and the Ordinance, the principal of, redemption premium, if any, and interest on all or any of the Obligations. The City hereby appoints the Bank as Registrar with respect to the Obligations. The Bank hereby accepts its appointment, and agrees to act as Paying Agent and Registrar with respect to the Obligations. HOU:2S19047.2 Section 1.2. Compensation. As compensation for the Bank's services as Paying Agent/Registrar, the City hereby agrees to pay the Bank the fees set forth in the Bank's fee schedule attached as Exhibit A hereto. The Bank reserves the right to amend the fee schedule at any time, provided the Bank shall have furnished the City with a written copy of such amended fee schedule at least 75 days prior to the date that the new fees are to become effective. ARTICLE II. DEFINITIONS Section 2.1. DefInitions. For all purposes of this Agreement, except as otherwise expressly provided or unless the context otherwise requires: "Bank" means Wachovia Bank, National Association, Austin, Texas, a commercial bank duly organized and existing under the laws of the United States of America. "Obligation" or "Obligations" means anyone or all of the "City of La Porte, Texas, Public Property Finance Contractual Obligations, Series 2006" authorized by the Ordinance. "City" means the City of La Porte, Texas, and, where appropriate, its City Council. "Ordinance" means the ordinance adopted by the City Council of the City authorizing the issuance of the Obligations. "Paying Agent" means Wachovia Bank, National Association, Austin, Texas. "Person" means any individual, corporation, partnership, joint venture, association, joint stock company, trust, unincorporated organization or government or any agency or political subdivision of a government or any entity whatsoever. "Registrar" means the Bank when it is performing the function of registrar. "Registered Owner" means the Person in whose name any Obligation is registered in the books of registration maintained by the Bank under this Agreement. All other capitalized terms shall have the meanings assigned to them in the Ordinance. ARTICLE III. DUTIES OF THE BANK Section 3.1. Initial Delivery of the Obligations. The Obligations will be initially registered and delivered by the Bank to the purchaser designated by the City as set forth in the Ordinance. If such purchaser delivers a written request 2 HOU:2519047.2 to the Bank not later than five business days prior to the date of initial delivery, the Bank will, on the date of initial delivery, exchange the Obligations initially delivered for Obligations of authorized denominations, registered in accordance with the instructions in such request and the Ordinance. Section 3.2. Duties of Paying Agent. As Paying Agent, the Bank shall, provided adequate funds have been provided to it for such purpose by or on behalf of the City, timely pay on behalf of the City the principal of and interest on each Obligation in accordance with the provisions of the Ordinance. If the issue is to be Depository Trust Company (DTC) eligible, the Paying Agent will comply with all eligibility requirements as outlined and agreed upon in the eligibility questionnaire. Section 3.3. Duties of Registrar. The Bank shall provide for the proper registration of the Obligations and the timely exchange, replacement and registration of transfer of the Obligations in accordance with the provisions of the Ordinance. Any changes to Registered Owners for such exchange, replacement and registration shall be made by the Bank only in accordance with the Ordinance. The Bank will maintain the books of registration in accordance with the Ordinance and the Bank's general practices and procedures in effect from time to time. Section 3.4. Unauthenticated Obligations. The City shall provide an adequate inventory of unauthenticated Obligations to facilitate transfers. The Bank covenants that it will maintain such unauthenticated Obligations in safekeeping and will use reasonable care in maintaining such Obligations in safekeeping, which shall be not less than the care it maintains for debt securities of other government entities or corporations for which it serves as registrar, or which it maintains for its own bonds. Section 3.5. Reports. Upon request of the City, the Bank will provide the City reports which will describe in reasonable detail all transactions pertaining to the Obligations and the books of registration for the period of time specified by the City. The City may also inspect and make copies of the information in the books of registration and such other documents related to the Obligations and in the Bank's possession at any time the Bank is customarily open for business, provided that reasonable time is allowed the Bank to provide an up-to-date listing or to convert the information into written form. The Bank will not release or disclose the content of the books of registration to any person other than to, or at the written request of, an authorized officer or employee of the City, except upon receipt of a subpoena, court order or as otherwise required by law. Upon receipt of a subpoena, court order or other lawful request, the Bank will notify the City immediately so that the City may contest the subpoena, court order or other request if it so chooses. 3 HOU:25 19047.2 Section 3.6. Canceled Obligations. All Obligations surrendered for payment, redemption, transfer, exchange or replacement, if surrendered to the Bank, shall be promptly canceled by it and, if surrendered to the City, shall be delivered to the Bank and, if not already canceled, shall be promptly canceled by the Bank. The City may at any time deliver to the Bank for cancellation any Obligations previously authenticated and delivered which the City may have acquired in any manner whatsoever, and all Obligations so delivered shall be promptly canceled by the Bank. All canceled Obligations held by the Bank shall be destroyed and evidence of such destruction shall be furnished to the City. Section 3.7. Reliance on Documents, Etc. (a) The Bank may conclusively rely, as to the truth of the statements and correctness of the opinions expressed therein, on certificates or opinions furnished to the Bank by the City. (b) The Bank shall not be liable to the City for actions taken under this Agreement as long as it acts in good faith and exercises due diligence, reasonableness and care, as prescribed by law, with regard to its duties hereunder. (c) This Agreement is not intended to require the Bank to expend its own funds for performance of any of its duties hereunder. (d) The Bank may exercise any of the powers hereunder and perform any duties hereunder either directly or by or through agents or attorneys. Section 3.8. Money Held by Bank. Money held by the Bank hereunder shall be held in trust for the benefit of the Registered Owners of the Obligations. The Bank shall be under no obligation to pay interest on any money received by it hereunder. All money deposited with the Bank hereunder shall be secured in the manner and to the fullest extent required by law for the security of funds of the City. Any money deposited with the Bank for the payment of the principal of or interest on any Obligations and remaining unclaimed by the Registered Owner after the expiration of three years from the date such funds have become due and payable shall be reported and disposed of by the Bank in accordance with the provisions of Texas law including, to the extent applicable, Title 6 of the Texas Property Code, as amended. To the extent such provisions of the Property Code do not apply to the funds, such funds shall be paid by the Bank to the City upon receipt of a written request therefor from the City. The Bank shall have no liability to the Registered Owners of the Obligations by virtue of actions taken in compliance with the foregoing provision. 4 HOD :251904 7.2 ARTICLE IV. MISCELLANEOUS PROVISIONS Section 4.1. May Own Obligations. The Bank, in its individual or any other capacity, may become the owner or pledgee of Obligations with the same rights it would have if it were not the Paying Agent and Registrar for the Obligations. Section 4.2. Amendment. This Agreement may be amended only by an agreement in writing signed by both of the parties hereof. Section 4.3. Assi~nment. This Agreement may not be assigned by either party without the prior written consent of the other. Section 4.4. Notices. Any request, demand, authorization, direction, notice, consent, waiver or other document provided or permitted hereby to be given or furnished to the City or the Bank shall be mailed or delivered to the City or the Bank, respectively, at the addresses shown herein, or such other address as may have been given by one party to the other by 15 days' written notice. Section 4.5. Effect of Headings. The Article and Section headings herein are for convenience only and shall not affect the construction hereof. Section 4.6. Successors and Assigns. All covenants and agreements herein by the City and the Bank shall bind their successors and assigns, whether so expressed or not. This Agreement shall not be assigned by the Bank without the prior written consent of the City. Section 4.7. Severability. If any provision of this Agreement shall be invalid or unenforceable, the validity and enforceability of the remaining provisions hereof shall not in any way be affected or impaired. Section 4.8. Benefits of Agreement. Nothing herein, express or implied, shall give to any Person, other than the parties hereto and their successors hereunder, any benefit or any legal or equitable right, remedy or claim hereunder. 5 HOU:25 19047.2 Section 4.9. Ordinance Govern Conflicts. This Agreement and the Ordinance constitute the entire agreement between the parties hereto relative to the Bank acting as Paying Agent and Registrar and if any conflict exists between this Agreement and the Ordinance, the Ordinance shall govern. The Bank agrees to be bound by the terms of the Ordinance with respect to the Obligations. Section 4.10. Term and Termination. This Agreement shall be effective from and after its date and may be terminated for any reason by the City or the Bank at any time upon 60 days' written notice; provided, however, that no such termination shall be effective until a successor has been appointed and has accepted the duties of the Bank hereunder. In the event of early termination, regardless of circumstances, the Bank shall deliver to the City or its designee all funds, Obligations and all books and records pertaining to the Bank's role as Paying Agent and Registrar with respect to the Obligations, including, but not limited to, the books of registration. Section 4.11. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be an original, with the same effect as if the signatures thereto and hereto were upon the same instrument. Section 4.12. Governing Law. This Agreement shall be construed in accordance with and shall be governed by the laws of the State of Texas. 6 HOU:2519047.2 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first above written. ATTEST: (SEAL) HOU:2519047.2 CITY OF LA PORTE, TEXAS By: ~?~~ Alton E. Porter, Mayor ADDRESS: 604 West Fairmont Parkway La Porte, Texas 77571 W ACHOVIA BANK, NATIONAL ASSOCIA nON By: Title: ADDRESS: 98 San Jacinto Blvd., Suite 850 Austin, Texas 78701 Attn: Corporate Trust Department S-l EXHIBIT D INVESTOR LETTER HOD :2516661.4 GENERAL CERTIFICATE STATE OF TEXAS COUNTY OF HARRIS CITY OF LA PORTE ~ ~ ~ We, the undersigned officers of the City of La Porte, Texas (the "City"), do hereby make and execute this certificate for the benefit of the Attorney General of the State of Texas and all other persons interested in the CITY OF LA PORTE, TEXAS, PUBLIC PROPERTY FINANCE CONTRACTUAL OBLIGATIONS, SERIES 2006, dated as of January 1, 2006 (the "Obligations"), now in the process of issuance, as follows: (1) The City is a home rule municipality operating under its own charter, which has not been amended, repealed, changed or altered since the date of approval by the Attorney General of the State of Texas of the most recent obligations issued by or on behalf of the City. (2) From December 12, 2005, to the date hereof, the following individuals have been the duly elected and qualified Mayor and City Council of the City holding the offices opposite their names: Alton E. Porter Peter Griffiths Barry Beasley Mike Mosteit Chuck Engelken Howard Ebow Tommy Moser Louis Rigby Mike Clausen Mayor Council Member Council Member Council Member Council Member Council Member Council Member Council Member Council Member (3) From December 12,2005, to the date hereof, Martha Gillette has been the duly appointed and qualified City Secretary of the City. (4) Attached to this certificate as Exhibit A is a true, full and correct debt service schedule for all of the City's outstanding tax-supported debt, including the Obligations. The principal amount of the City's total outstanding tax-supported debt, including the Obligations, is $ (5) The currently effective ad valorem tax appraisal roll of the City (the "Tax Roll") is the Tax Roll prepared and approved during the calendar year 2005, being the most recently approved Tax Roll of the City; the taxable property in the City has been appraised, assessed and valued as required and provided by the Texas Constitution and Property Tax Code (collectively, "Texas law"); the Tax Roll for the year has been submitted to the City Council of the City as required by Texas law, and has been approved and recorded by the City Council; and according to the Tax Roll for the year, the net aggregate taxable value of taxable property in the City (after deducting the amount of all applicable exemptions required or authorized under Texas law), upon which the annual ad valorem tax of the City has been or will be imposed or levied, is $ [Signature Page Follows.] HOU:2525728.1 SIGNED AND SEALED this 12th day of December, 2005. CITY OF LA PORTE, TEXAS BY:~Y~ Alton E. Porter, Mayor ATTEST: ~ liml ll. j Martha illette, City Secretary (SEAL) [Signature Page] HOU:2525728.! EXHIBIT A DEBT SERVICE SCHEDULE FOR ALL OF THE CITY'S OUTSTANDING TAX-SUPPORTED DEBT HOU :2525728.1 SIGNED AND SEALED this 12th day of December, 2005. CITY OF LA PORTE, TEXAS By:~~7~ Alton E. Porter, Mayor ATTEST: 0Y1~ ~ Martha Gillette, ity Secretary (SEAL) [Signature Page] HOU:2525728.1 SIGNATURE IDENTIFICATION AND NO-LITIGATION CERTIFICATE THE STATE OF TEXAS COUNTY OF HARRIS CITY OF LA PORTE ~ ~ ~ We, the undersigned officers of the City of La Porte, Texas (the "City"), certify that we officially signed, by our manual or facsimile signatures, on behalf of the City, the following described obligations, to wit: CITY OF LA PORTE, TEXAS, PUBLIC PROPERTY FINANCE CONTRACTUAL OBLIGATIONS, SERIES 2006, dated January 1, 2006 (the "Obligations"). That the Obligations have been duly and officially executed by the undersigned with their manual or facsimile signatures in the same manner appearing hereon, and the undersigned hereby adopt and ratify their respective signatures in the manner appearing on each of the Obligations, whether in manual or facsimile form, as the case may be, as their own signatures. That on the date of such signing and on the date hereof, we were and are the duly chosen, qualified and acting officers authorized to execute the Obligations, and holding the official titles set forth below opposite such signatures. We further certify that no litigation is pending or, to our knowledge, threatened in any court to restrain or enjoin the issuance or delivery of the Obligations, or the levy, collection or application of the ad valorem taxes pledged or to be pledged to pay the principal of and interest on the Obligations, or the pledge thereof, or in any way contesting or affecting the validity of the Obligations, the ordinance dated December 12,2005, authorizing the issuance, sale and delivery of the Obligations (the "Ordinance"), or contesting the powers of the City or the authorization of the Obligations or the Ordinance. We further certify that the seal that has been impressed, or placed in facsimile, upon each of the Obligations is the legally adopted, proper and only official seal of the City, such official seal being impressed upon this certificate. We further certify that no petition or other request has been filed with or presented to any official of the City requesting that any of the proceedings authorizing the Obligations be submitted to a referendum or other election. We further certify that the information and data contained in the General Certificate dated December 12,2005, remain true and correct as of this date. t HOU :2525788.1 WITNESS OUR HANDS AND TIIE SEAL OF TIIE CITY this /J;i If Ik 6?d/'t{J , 2006. SIGNATURES TITLE OF OFFICE ~:-p~ Alton E. Porter, Mayor City of La Porte, Texas ,-111 f!jjjr[, ~14 Martha Gillette, City Secretary City of La Porte, Texas (CITY SEAL) Before me, on this day personally appeared the foregoing individuals, known to me to be the persons whose names were subscribed in my presence to the foregoing instrument. Given under my hand and seal of office this I WOftM Sf_lION __ CommIIIlon .... 0Ct0tler 21. 2GOt ~ JJJu,hl4J~) Otary Public Typed or Printed Name: jVOkJtJE 6AJ!J2.JSDJJ ,"' @ My Commission Expires: ()f!tMLvv JK) rtDCA (Notary Seal) ~. HOU:2525788.I CLOSING CERTIFICATE CITY OF LA PORTE, TEXAS PUBLIC PROPERTY FINANCE CONTRACTUAL OBLIGATIONS SERIES 2006 STATE OF TEXAS ~ COUNTY OF HARRIS ~ CITY OF LA PORTE ~ I, the undersigned, Mayor of the City of La Porte, Texas (the "Issuer"), acting solely in my official capacity, hereby certify as follows: 1. the representations and warranties of the Issuer contained in the ordinance (the "Ordinance") authorizing the issuance of the Issuer's Public Property Finance Contractual Obligations, Series 2006 (the "Obligations") are true and correct in all material respects on and as of this date as if made on this date; 2. no litigation or proceeding or tax challenge against the Issuer is pending or, to my knowledge, threatened in any court or administrative body nor is there a basis for litigation which would (a) contest the right of the council members or officials of the Issuer to hold and exercise their respective positions, (b) contest the due organization and valid existence of the Issuer, (c) contest the validity, due authorization and execution of the Obligations or the Ordinance or (d) attempt to limit, enjoin or otherwise restrict or prevent the Issuer from assessing, levying or collecting the taxes pledged or to be pledged to pay the principal of and interest on the Obligations, or the pledge thereof; 3. the Ordinance has been duly adopted by the Issuer, is in full force and effect and has not been modified, amended or repealed; and 4. there has not been any material adverse change in the financial condition of the Issuer since September 30, 2004, the latest date as of which audited financial information is available. [Signature page follows.) HOU:2525801.1 EXECUTED ON BEHALF OF THE ISSUER as of January 25, 2006. Ci~iv~ Name: Alton E. Porter Title: Mayor 2 HOU:2525801.1 M REQUEST FOR CITY COUNCIL AGENDA ITEM Agenda Date Requested: December 12. 2005 Appropriation Requested By: John Joerns Source of Funds: Department: Administration Account Number: Report: Resolution: Ordinance: x Amount Budgeted: Exhibits: Ordinance Amount Requested: Exhibits: Harris County Appointment Budgeted Item: YES NO Exhibits: SUMMARY & RECOMMENDATION On October 25,2005, the Commissioners Court of Harris County approved the reappointment of Lindsey R. Pfeiffer to the Board of Directors of the Tax Increment Reinvestment Zone #1.effective November 1,2005 through October 31,2007. This appointment automatically places Mr. Pfeifer on the La Porte Redevelopment Authority. The City of La Porte normally ratifies the appointment from Harris County. Action Reauired bv Council: Approve Ordinance ratifying the reappointment of Mr. Pfeiffer by Harris County. /d-~~ --{)S- Date ORDINANCE NO. 2004-2782-I AN ORDINANCE APPOINTING MEMBERS TO VARIOUS BOARDS, COMMISSIONS, AND COMMITTEES, OF THE CITY OF LA PORTE; PROVIDING A SEVERABILITY CLAUSE; CONTAINING A REPEALING CLAUSE; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; AND PROVIDING AN EFFECTIVE DATE HEREOF. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: . Indicates reappointment Section 1. The City Council of the City of La Porte hereby makes the following appointments to the Airport Advisory Board for the City of La Porte Municipal Airport, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Position 1. - Debra Rihn Position 2 . - Nick Hooke Position 3. - Hector Villarreal Position 4. - Tucker Grant Position 5. - Steve Gillett Position 6. - Eliminated by City Council on 7/13/98 by Ord. 98-2265 2007 2007 2006 2006 2007 FAA Representative William Gray No Term Airline Representative - Dan Myhaver No Term Section 2. The City Council of the City of La Porte hereby makes the following appointments to the Board of Directors of the City of La Porte Reinvestment Zone Number One, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Position 1 Peggy Antone 2007 Position 2 Dave Turnquist 2006 Position 3 Alton Porter 2007 Position 4 Horace Leopard 2006 Position 5 Doug Martin 2007 Position 6 J.J. Meza 2006 Position 8 Chester Pool 2006 The City Council of the City of La Porte hereby ratifies the following appointments by La Porte Independent School District and Harris County: Position 7 (LPISD) 2007 Position 9 *Lindsay Pfeiffer (Harris Co.) 2007 Section 3. The City Council of the City of La Porte hereby makes the following appointments to the Chapter 172 Employee Retiree Insurance and Benefi ts Commi ttee, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Citizen Position 1 Citizen Position 2 Retiree Participant - Employee Participant- Finance Staff H.R. Staff Legal Staff Section 4. The City Council of the City of La Porte hereby makes the following appointments to the Fiscal Affairs Committee, without term, or until their successors shall have been duly Patricia Rothermel 2007 Kimberly Meismer 2006 Buddy Jacobs 2008 Karen Beerman No Term Michael Dolby No Term Robert Swanagan No Term Clark T. Askins No Term appointed and qualified: Chairman Chuck Engelken Date Appointed 1998 2 Committee Member - Barry Beasley 2004 Committee Member - Howard Ebow 1998 Alternate Membe r - Louis Rigby 2004 Alternate Member - Tommy Moser 2004 Section 5. The City Council of the City of La Porte hereby makes the following appointments to the Fire Code Review Board of the City of La Porte, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: District 1 Tim Bird 2008 Jeff Brown 2006 Woodrow Sebesta 2006 Floyd Craft 2006 Jim Bridge 2006 Lester Clark 2008 Bryan Moore 2006 Paul Vige 2008 Lynn Green 2006 The City Council of the City of La Porte hereby District 2 District 3 District 4 District 5 District 6 At Large-A At Large-B Mayor Section 6. makes the following appointments to the La Porte Area Water Authority, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Position 1 Robert Roy 2007 Position 2 Dennis H. Steger 2007 Position 3 Steve Valarius 2007 Position 4 Ches ter Pool 2006 3 Position 5 Paul Berner 2006 Section 7. The City Council of the City of La Porte hereby appoints the following named persons, all of whom are residents of the City of La Porte, and no more than four of whom are elected ci ty officials or city employees, to serve as directors of the City of La Porte Development Corporation without compensation, but with reimbursement for actual expenses, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Chuck Engelken 2007 Mike Clausen 2006 Tommy Moser 2007 Bill Love 2006 Ed Matuszak 2007 Pat Muston 2006 Deborah Johnson 2007 Section 8. The City Council of the City of La Porte hereby makes the following appointments to the La Porte Health Authority, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Health Authority Abdul R. Moosa, M.D. 2008 Alternate Robert D. Johnston, M.D. 2008 Medical Advisor/EMS Oscar Boultinghouse Contract Section 9. The City Council of the City of La Porte hereby makes the following appointments to the La Porte Redevelopment Authority, for terms expiring on August 31st of the year , 4 indicated, or until their appointed and qualified: Position 1 successors shall have been duly Peggy Antone 2007 Dave Turnquist 2006 Alton Porter 2007 Horace Leopard 2006 Douglas Martin 2007 J.J. Meza 2006 Vacant 2007 Chester Pool 2006 *Lindsay R. Pfeiffer, Chairman 2007 The City Council of the City of La Porte hereby makes the following appointments to the Main Street District Committee, an "ad hoc" committee, without term, or until their successors shall have been duly appointed and qualified: Position 1 Bill Manning, Chairman No Term Position 2 Robert Schlenk, Vice Chairman No Term Position 3 Deborah Johnson No Term Position 4 Douglas Martin No Term Position 5 Vicki Campise No Term Position 6 Paul Berner No Term Position 2 Position 3 Position 4 Position 5 Position 6 Position 7 Position 8 Position 9 Section 10. Position 7 Position 8 Position 9 Pat Muston Gloria Lair Brenda Brown No Term No Term No Term Section 11. The City Council of the City of La Porte hereby makes the following appointments to the Main Street Advisory Board, a new Board required by the Texas Historical Commission, 5 for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Position 1- Deborah Johnson 2008 Position 2- Vicki Campise 2008 Position 3- April Crone 2008 Position 4- Bill Manning 2006 Position 5- Jerry Carpenter 2006 Position 6- Gerald Metcalf 2006 Position 7- Paul Pierre 2006 Position 8- Michaelyn Dunaway 2007 Position 9- Claire Zaborowski 2007 Position 10 Jan Lawler 2007 Position 11 Lawrence McNeal 2007 There are also three (3) Ex Officio members of this Board: 1 the City of La Porte's Main Street Coordinator 2 the City Manager of the City of La Porte, or her designee 3 the Manager of the La Porte-Bayshore Chamber of Commerce Section 12. The City Council of the City of La Porte hereby makes the following appointments to the City of La Porte Planning and Zoning Commission, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Chairman Pat Muston 2006 District 1 Doretta Finch 2008 District 2 Nick Barrera 2006 6 District 3 Kirby Linscombe, Jr. 2006 District 4 Dottie Kaminiski 2007 District 5 Paul Berner 2007 District 6 Claude Meharg 2008 Alternate 1 Hal Lawler 2007 Alternate 2 Les Bird 2008 Section 13. The City Council of the City of La Porte hereby makes the following appointments to the Southeast Texas Housing Finance Corporation Board of Directors, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Director Patricia Muston 2006 Section 14. The City Council of the City of La Porte hereby makes the following appointments to the Youth Advisory Council, for terms expiring on August 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Position 1 Shelby Barnett 2005 Position 2 Hiba Haroon 2005 Position 3 Chaise J. Merritt 2005 Position 4 Laura J. Low 2005 Position 5 Amanda Gass 2005 Position 6 Brandy C. Hickey 2005 Position 7 Clemea J. Donaldson 2005 Position 8 Brandon C. Lunsford 2005 Position 9 Pierre N. Castillo 2005 Position 10 LaSadra M. Hillman 2005 Position 11 Margo R. Curette 2005 7 Position 12 Marc R. Vanderbrink 2005 Position 13 Carol Parmer 2005 Position 14 Mia Parisi 2005 Position 15 Taylor Ryan Rowan 2005 Position 16 Ashley N. Weddle 2005 Section 15. The City Council of the City of La Porte hereby makes the following appointments to the Zoning Adjustment, for terms expiring on August 31st of indicated, or until their successors shall have appointed and qualified: Position 1 Board of the year been duly Position 2 Position 3 Sidney Grant Bob Capen Rod Rothermel 2007 2007 2007 Position 4 Charles Schoppe 2007 Position 5 George (Bill) W. Maltsberger 2007 Alternate 1 Lawrence McNeal 2006 Alternate 2 Gilbert Montemayor 2006 Section 16. The City Council of the City of La Porte hereby appoints the following named persons, all of whom are resident electors of the City of La Porte or non-resident individuals owning or operating a business within the City of La Porte, duly verified by proof of an applicable tax statement or utility account for such business, and each of whom the City Council deems competent to serve on such Board by virtue of their experience and training in matters pertaining to building construction, and none of whom are employed by the City of La Porte, to serve as members of the Building Codes Appeals Board for terms expiring on August 8 31st of the year indicated, or until their successors shall have been duly appointed and qualified: Position 1 Torn Campbell 2007 Position 2 Terry Bunch 2007 Position 3 Paul Larson 2007 Position 4 Ron Holt 2007 Position 5 Ken Schlather 2007 Position 6 John Elfstrom 2007 Position 7 Bruce Compton 2007 Section 17. The City Council of the City of La Porte hereby makes the following appointment to the Fire Fighters Pension Board of Trustees, to serve without term or until his successor shall have been duly appointed and qualified: City Council Representative *John Joerns 2007 Section 18. If any section, sentence, phrase, clause or any part of any section, sentence, phrase, or clause, of this ordinance shall, for any reasons, be held invalid, such invalidity shall not affect the remaining portions of this ordinance, and it is hereby declared to be the intention of this City Council to have passed each section, sentence, phrase or clause, or part thereof, irrespective of the fact that any other section, sentence, phrase or clause, or part thereof, may be declared invalid. Section 19. All ordinances or parts of ordinances in conflict herewith are repealed to the extent of such conflict only. 9 Section 20. The City Council officially finds, determines, reci tes, and declares that a sufficient written notice of the date, hour, place and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the City for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. Section 21. This Ordinance shall be effective from and after its passage and approval, and it is so ordered. PASSED AND APPROVED, this 12TH day of December, 2005. By: ~.y O~ ~~. PO.RTE . ~-\- . .\~ Alton E. Porter Mayor ATTEST: 'jJj1l#~il~t(ivjj City Secretary AP~ROV D: .~/~ Cl . Askins ' Assistant City Attorney 10 . Sylvia R. Garcia Commissioner Downtown Otllce 1001 Preston, Suite 950 Houston, TX 77002 Tel: 713.755.6220 Fax: 713.755.8810 Baytown Annex 701 W. Baker Road, SUite 104 Baytown, TX 77521 Tel: 281.427.7311 Fax: 281.837.1290 Clear Lake Annex 16603 Buccaneer Lane Suite 1 00, Houston, TX 77062 Tel: 281.488.4678 Fax: 281.286.7450 Raul C. Martinez Anne) 1001 S. Sgt. Macallo Garcia Dr., Suite 102 Houston, IX 77011 Tel: 713.924.3975 Fax: 713.924.3971 Jim Fontana Annex 14350 Wallisvllle Road Houston, IX 77049 Tel: 713.455.8104 Fax: 713.451.6714 Kyle Chapman Pasadena Annex 7330 Spencer Hwy Pasadena, TX 77505 Tel: 281.479.7770 Fax: 281.479.3075 ~rr-~--[--lj Ii ~~r---- Uu \ NOV 8 2005 LAssT. c,,y,,iA'iAGER' lilECe'VEoy~. _ C;:F',C~_ -------,; NOV 0 1 2005 kVl S cITV S&CR~TARY'S OFPICI! t(: <:f~ October 28, 2005 Alton E. Porter, Mayor City of La Porte 604 W. Fairmant Parkway La Porte, Texas 77571 RE: City of La Porte TIRZ #1 Dear Mayor Porter: For your records, enclosed is your copy of the Commissioners Court approved court letter regarding the reappointment of Lindsey R. Pfeiffer to the Board of Directors of the City of La Porte Tax Increment Reinvestment Zone #1 by Commissioner Sylvia R. Garcia effective November 1,2005 through October 31,2007. Should you have any questions regarding this appointment, please call me at 713.755.6220. - Sincerely, ~~q~ Gloria E. Moreno Agenda Director GEM/cm enclosures c: Lindsey R. Pfeiffer On this the 25th day of October, 2005, the Commissioners Court of Harris County, Texas, sitting as the governing body of Harris County, at a regular meeting of the Court, upon motion of Commissioner Eversole, seconded by Commissioner Lee, duly put and unanimously carried, IT IS ORDERED that Lindsey R. Pfeiffer be re-appointed to the City of LaPorte Tax Increment Reinvestment Zone # 1 effective November 1, 2005 through October 31, 2007. The vote of the Court on the above Motion was as follows: AYES: NOES: ABSTENTIONS: Five (Judge Eckels, Commissioners Lee, Garcia, Radack and Eversole) None None Presented to Commissioner's Court OCT 2 5 2005 APPROVE Recorded Vol_ Page >~ -- REQUEST FOR CITY COUNCIL AGENDA ITEM Appropriation Agenda Date Requested: December 12. 2005 Requested By: Wayne ~ Department: Planninl! Source of Funds: NA Account Number: NA Amount Budgeted: NA Report: _Resolution: _Ordinance: _X_ Exhibits: Ordinance Aerial Map P&Z Staff Report Site Plan SUMMARY On November 17,2005, the Planning and Zoning Commission considered Special Conditional Use Permit #SCU05- 007 for Phase 11 of Underwood Business Park, to be located along Old Underwood Road south of State Highway 225 and Union Pacific Railroad. Clay Development and Construction Inc. (a designlbuild firm) is seeking a permit for the construction of a 432,000 square foot office/warehouse building to be named "Packwell", and a 900,000 square foot building to be used as a Distribution Center along Old Underwood Road. Each additional phase of the project would require subsequent Special Conditional Use Permits (SCUPs). Each Plat or Site Plan submittal would be approved separately. This site consists of approximately 207 acres located to the south of State Highway 225, Union Pacific Railroad, and Battleground Industrial Park located at 101 Old Underwood Road. At the site in question, the developer is proposing office/warehouses and a Distribution Center. Associated detention was constructed in Phase I. The first phase of the business park development started in May, 2005 with a project known as "Poly One". The primary access to the park is along Porter Road, a 60' ingress/egress and utility easement, with access on Old Underwood Road. Future development will be proposed on other reserves as additional clients are identified. This facility will be partially rail served at a later date. The City's Comprehensive Plan intends for this area to develop with industrial uses, and the existing land uses of nearby properties are primarily industrial. This development borders Houston Associates and S.H. 225 to the North, Old Underwood Road to the West, a 150' Centerpoint Energy Easement (Planned Unit Development) to the South, and Union Pacific Railroad/S.H. 225 to the East. This area is sufficiently buffered for the commerciaVindustrial nature of development. Staff feels this project may have a positive impact on economic development within the City of La Porte. Based on the above analysis, staff recommends approval of the Special Conditional Use Permit with conditions listed in the SCUP. Public Notices were mailed to six (6) property owners, and no responses were received. By unanimous vote, the Planning and Zoning Commission recommended approval of Special Conditional use Permit #SCU 05-007. Action Required bv Council: 1. Conduct a Public hearing. 2. Consider a Planning and Zoning Commission recommendation to approve Special Conditional Use Permit #SCU 05-007 for a 65 acre tract out of :t207 acres of land located along Old Underwood Road south of State highway 225 and Union Pacific Railroad. Approved for City Council Al!enda ~~/J /d-5-j5 Date ORDINANCE NO. 1501- V If AN ORDINANCE AMENDING THE CODE OF ORDINANCES OF THE CITY OF LA PORTE, CHAPTER 106, MORE COMMONLY REFERRED TO AS THE ZONING ORDINANCE OF THE CITY OF LA PORTE, BY GRANTING A SPECIAL CONDITIONAL USE PERMIT #SCU05-007 FOR THAT CERTAIN PARCEL OF LAND DESCRIBED AS FOLLOWS, TO-WIT: 65 ACRE TRACT OUT OF :t207 ACRES OF LAND (ALONG OLD UNDERWOOD ROAD SOUTH OF STATE HIGHWAY 225 AND UPRR) IN THE ENOCH BRINSON SURVEY, ABSTRACT - 5, LA PORTE, HARRIS COUNTY, TEXAS FOR THE PURPOSE OF DEVELOPING BUSINESS PARK PHASE II OF THE PROJECT IN A PLANNED UNIT DEVELOPMENT (PUD) ZONE; MAKING CERTAIN FINDINGS OF FACT RELATED TO THE SUBJECT; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; AND PROVIDING AN EFFECTIVE DATE HEREOF; BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: "Section 1. The City Council of the City of La Porte hereby finds, determines and declares that heretofore, to-wit, on the 1 ih day of November, 2005, at 6:00 p.m. a Public Hearing was held before the Planning and Zoning Commission of the City of La Porte, Texas, pursuant to due notice as required by the Open Meetings Law, Chapter 551, Texas Government Code, to consider the question and the possible reclassification of the zoning classification of the hereinafter described parcels of land. There is attached to this Ordinance as Exhibit "A", and incorporated by reference herein and made a part hereof for all purposes, a copy of Notice of Public Hearing, which the City Council of the City of La Porte hereby finds was properly mailed to all owners of all properties located within two hundred feet (200') of the properties under consideration. "Section 2. The publisher's affidavit of publication of notice of said hearing is attached hereto as Exhibit "B", incorporated by reference herein and made a part hereof for all purposes. "Section 3. On November 17, 2005, the Planning and Zoning Commission of the City of La Porte met in regular session to consider changes in classification, which were the subject of such public hearing. The City Council of the City of La Porte is in receipt of the written recommendations of the City of La Porte Planning and Zoning Commission, by letter dated on the 18th day of November, 2005, a true copy of which letter is attached hereto as Exhibit "C", incorporated by reference herein and made a part hereof for all purposes. ORDINANCE NO. 1501- 'J i Page 2 "Section 4. Subsequent to receipt of the recommendation of the City of La Porte Planning and Zoning Commission, the City Council of the City of La Porte called a public hearing on the proposed classification changes and the recommendation of the Planning and Zoning Commission on the 1ih day of December, 2005, at 6:00 p.m., and pursuant to due notice, to consider the recommendation of the Planning and Zoning Commission regarding the possible reclassification of the zoning classification of the hereinafter described parcels of land. There is attached to this Ordinance as Exhibit "0", incorporated by reference herein and made a part hereof for all purposes, a copy of the notice of public hearing. "Section 5. The publisher's affidavit of publication of notice of said hearing is attached hereto as Exhibit "E", and incorporated by reference herein and made a part hereof for all purposes. "Section 6. The conditions of the said Special Conditional Use Permit are as set forth in the incorporated terms of the Special Conditional Use Permit, a true copy of which is attached hereto as Exhibit "F". The description of said parcels of land classified pursuant to said Special Conditional Use Permit are as follows, to-wit: 65 acre tract out of :t207 acres of land located along Old Underwood Road south of State Highway 225 and UPRR; the Enoch Brinson Survey, Abstract-5, City of La Porte, Harris County, Texas. "Section 7. The City Council of the City of La Porte hereby finds, determines, and declares that all prerequisites of law have been satisfied and hereby determines and declares that the amendments to the City of La Porte Zoning Map and Classification contained in this Ordinance as amendments thereto are desirable and in furtherance of the goals and objectives stated in the City of La Porte's Comprehensive Plan. "Section 8. The City Council officially finds, determines, recites and declares that a sufficient written notice of the date, hour, place and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the City for the time required ORDINANCE NO. 1501- \J 4- Page 3 by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. "Section 9. This Ordinance shall be in effect from and after its passage and approval. Passed and approved this the Id.--{l day of ..12!:L::.., 2005. CITY OW PORTE ~ By: v.lli..-L.. \'~ ALTON PORTER, Mayor ATTEST: THE STATE OF TEXAS COUNTY OF HARRIS CITY OF LA PORTE NOTICE OF PUBLIC HEARING In accordance with the provisions of Section 106-171 of the Code of Ordinances of the City of La Porte, and the provisions of the Texas Local Government Code, notice is hereby given that the La Porte Planning and Zoning Commission will conduct a public hearing at 6:00 P.M. on the 17th day of November, 2005, in the Council Chambers of the City Hall, 604 West Fairmont Parkway, La Porte, Texas. The purpose of this hearing is to consider Special Conditional Use Permit Request #SCU05-007, which has been requested for a tract containing 65 acres in the F. A. STAASHEN Subdivision out of the Enoch Brinson Survey, Abstract 5, La Porte, Harris County, Texas. The property is located along Old Underwood Road south of S.H. 225. The Clay Development & Construction Inc., is seeking approval of a permit for the development of proposed Underwood Business Park Phase II of the project. This phase of the development will be warehouse and distribution facilities in the park. A Special Conditional Use Permit is required for the proposed development to be located within a Planned Unit Development (P.U.D.), per Section 106-637 ofthe Code of Ordinances of the City of La Porte. A regular meeting of the Planning and Zoning Commission will follow the public hearing for the purpose of considering the public hearing item and to conduct other matters pertaining to the Commission. Citizens wishing to address the Commission pro or con during the Public Hearing will be required to sign in before the meeting is convened. CITY OF LA PORTE Martha Gillett, TRMC City Secretary A quorum of City Council members may be present and participate in discussions during this meeting, however, no action will be taken by Council. This facility has disability accommodations available. Requests for accommodations or interpretive services at meetings should be made 48 hours prior to the meeting. Please contact City Secretary's office at (281) 471-5020 or TDD Line (281) 471-5030 for further information. .;_KHIBH .,-:11. UnderwOod Business Pari< . "E.,base /I of the projeqt. This phase of the . In.. acE()roancedevelopment will be .....Uh .. the proviSions, of warehouse and Sectlon 106-171.pfthedistributiOn facilities In.the Code of OrdinanceS of the park. A Special ,City of la Porte, and the Conditional Use f>ermit is piovlslonsofthe Texas required for the proposed LOCal". Government Code, ' development to be Ioc:~ted nolice~ hereby given that . within a Planned ;~Unit the lEi Eolt~P!annlng and Oevelopment(p'!J.[).}:.J>~r Zoning Qommission . will Secii?n 1 06~637Af.'t!1~ '~.aPutJ/lc hearing . Code,of Ordinances o(ttte at~:Q()p'M.ion the111h 'CityofL8 Porte. "';',; . .~ da~~ff\l(}vern~r,2qo~, in ,\ ....)..;;,;~.. ,.; ,t~e,C/)IJncl'i9hambers!Of Ai~4ler i.t~~p~.!tfal/,,604 .....~~~=eti~w .~~~~ :tE~t'e8fkwaY~:'J~ '. "',>[19,.>..", ..;......."...;t.p.p'o...~. ':.~.........'.....:...'.. .,'......f,.elihJ.Xas:;~_..............'..' i. i,...n.....:...'.~......i....al.I...:,.'............'...., ':Jnr:t~~~t~i > . '. . .... ....~~~ryg,' . t~,~!!S :lCohdi." ... I .eiroli! }l~ring.!!te.~j, . , .~~te kReqU.*. . . ... 7'~Ondyct'.,bthef:' ,.~rS fuW~lctl~asb ,X~U~#~~. PElItairilnYJ . ,to ., th~ ;for.Etti'act ~~)ail1~ . Commission." . ,\135,09S ~cresiryfflef,7A.;;" .'... '. ~ST AASHENSU6dMsioo,,'(,Cffiiel1S: 'l~\.-'-:_"':<;':' :':':"S;;: ":\':'_'_':'_~':' _ .';,_/_ : _",: ~_, "_'.j:;'!;,::..:-, C ~l!M>:J~iii:'~;;: ~Ofi, _I~:/ is ,Martha Gillett,TF;tMC" ~e~n~:-~proV~1 of' a:',.;"" . ';;': J, ~r:mit,,:>fori;' .me .Cit}'~epre,tary", I~VeloPmeni otpfOPoSed' : '". .... ..':;' . . . . ..:~~{)! ;t~~a1vtr", Karolyn Kellogg NOTICE OF PUBUC HEARING 'i~ 281-471-1234 Fax: 281-471-5763 re SUD I hed authority, on this da~e I K llogg a duly authorlzed ~n e , '. kl ayshore Sun, a seml-wee. y ! generally distributed ln the ;s County, Texas and who after Is the attached nO)ice/was __ Ire Sun dated It). 3 (), dOO~ . r 19 -rH ~~orn and subscribed before me this ~ 7/~ , 2005. day of ~).~~ . Sandra E. Bumgarner Notary Public Harris County, Texas My Commission Expires April 30, 2006 r> 'i' i Bil ,.",At"t City of La Porte Established 1892 November 18, 2005 Honorable Mayor Alton Porter and City Council City of La Porte Dear Mayor Porter: The La Porte Planning and Zoning Commission held a public hearing on Special Conditional Use Permit #SCU05-007 on November 17,2005. The applicant, Clay Development and Construction, Inc., seeks approval of a proposed development for the Underwood Business Park (Phase II) to be located along Old Underwood Road south of State Highway 225 and UPRR. The Planning and Zoning Commission, by unanimous vote (5-0), recommends that City Council consider approval of a Special Conditional Use Permit #SCU05-007, with the conditions as listed in the SCUP attached. This recommendation will be forwarded for consideration by the City Council on December 12, 2005, for final disposition. Respectfully Submitted, (/Jdf;; ~. Dottie Kaminski Planning and Zoning Commission, Vice Chairperson c: Debra B. Feazelle, City Manager John Joerns, Assistant City Manager Cynthia Alexander, Assistant City Manager John Armstrong, Assistant City Attorney Planning and Zoning Commission 604 W. Fairmont Pkwy. · La Porte, Texas 77571 · (281) 471-5020 v u);illl"t' d '. ';5.".~tl>~~8' V THE STATE OF TEXAS COUNTY OF HARRIS CITY OF LA PORTE NOTICE OF PUBLIC HEARING In accordance with the provisions of Section 106-171 of the Code of Ordinances of the City of La Porte, and the provisions of the Texas Local Government Code, notice is hereby given that the La Porte City Council will conduct a public hearing at 6:00 P.M. on the 12th day of December, 2005, in the Council Chambers of the City Hall, 604 West Fairmont Parkway, La Porte, Texas. The purpose of this hearing is to consider Special Conditional Use Permit Request #SCU05-007, which has been requested for a 65 acre tract out of approx. 207 acres in the F. A. STAASHEN Subdivision, in the Enoch Brinson Survey, Abstract 5, La Porte, Harris County, Texas. The property is located along Old Underwood Road South of S.H. 225. The Clay Development & Construction Inc., is seeking approval of a permit for the development of proposed Underwood Business Park (phase II). This phase of the development will be warehouse and distribution facilities in the Park. A Special Conditional Use Permit is required for the development to be located within a Planned Unit Development (PUD) zone, per Section 106-637 of the Code of Ordinances of the City of La Porte. A regular meeting of the City Council will follow the public hearing for the purpose of considering the public hearing item and to conduct other matters pertaining to the Council. Citizens wishing to address the Council pro or con during the public hearing will be required to sign in before the meeting is convened. CITY OF LA PORTE Martha Gillett, TRMC City Secretary This facility has disability accommodations available. Requests for accommodations or interpretive services at meetings should be made 48 hours prior to the meeting. Please contact City Secretary's office at (281) 471-5020 or TDD Line (281) 471-5030 for further iriformation. tXHIBtT' , - -" 'out of approx.207 acres In the F.A. STAASHEN Sub- . divisioh"jn the Enoch.Brin- (SoIlS~.ryey.,Abst@ct, 5.;La, "e<;)I;!~.'d,.~~am~ ;( .9?H?ty. T axas:\T~~pl'Operty .1,SICl-, i: cated:along !J'9Id" uilder~' 820 S. ~;WOOd RQad;S()uthPtS.H.' La Porte, ,~2:Mn~~~:~~~;j~:i .is'~e~~i~~#pp!:o.val;~La . . pen)litfor.th~ developinent' oFiproposed"~!W~()d . .'... TI1 ,Btisin~Pl\rki(~seJI).>'. .........~....~..'.'~~....'p.'....':.,.... ),~:~.."..'.t.:~.wj~~tF.,..................'..'.'....~.'.".....'.............. ,~i1C1distil61.1tl,on . ""~AL ;'lheP~11(};,~?~f' ,,;,; , ,.-! 281-471-1234 Fax: 281-471-5763 authority, on this date logg, a duly authorized Sun, a semi-weekly distributed in the , Texas and who after attached notice was dated II /:<3 /t)S' . , I i me this eJ2q-rJ-l day of Sandra E. Bumgarner Notary Public Harris County, Texas My Commission Expires April 30, 2006 aHIBit _~ This permit is issued to: For Development of: Legal Description: Zoning: Use: Permit Conditions: City of La Porte Special Conditional Use Permit # SCU 05-007 Clav Development & Construction. Inc. Owner or Agent 800 Gessner. Suite 850. Houston TX 77024 Address Underwood Business Park (Packwell. 900K) Development Name Old Underwood Road and Porter Road Address 65 acre tract out of 207 acres of land in the Enoch Brinson Survey. Abstract 5. La Porte. Harris County. Texas. Planned Unit Development (PUm Warehousinq and distribution facilitv Land Use: . Land uses will be strictly commercial/industrial in nature. A further refinement of industrial activity shall be approved by the City. . Detention reserve shall be restricted for drainage purposes only. Any modification or change of use shall be subject to the City approval. . Zoning permit shall be required from the City for proposed use/activity at site. Streets: . All internal streets shall be constructed to the City's standards and remain private streets. A note shall be added on the plans. . Verify internal street connectivity and specify right-of-ways. The participation in improvement of Old Underwood Road shall be required by the developer. . Provide on-site improvements, loading and unloading ramps/bays that adequately handle the volume associated with this scale of the warehousing and distribution facility. Truck Circulation: . The applicant shall ensure that the truck circulation will not cause congestion on the streets and proper signage shall be installed to control vehicles turning southbound on Underwood Road. . Fire truck access, fire suppression requirements, and fire hydrant placement shall be specified on the development site plans. . A rail access, spur design, and UPRR approval shall be required prior to the issuance of building permit. Landscaping/Screen ing: . Ensure that at least six percent of the property consists of landscaping and/or screening. Landscaping calculations shall be added to the site plans. . Provide detailed landscape and screening plans during site plan submittal. Allow existing trees and shrubs to remain as natural buffer. Provisions of the Tree Preservation and Tree Replacement per Section 106-801 and 106-802 shall be applicable. ~HlBn · Provide an irrigation system to ensure that all landscaping and screening is properly maintained by the owner/developer. . Development abutting residential district to the south shall be screened and landscaped in compliance with required screening and landscaping provisions of the zoning ordinance of the City. A site plan and/or separate plans shall be submitted in conjunction with the building permit application. Utilities/Detention: · Submit construction drawings and/or profile for on & off-site utilities with capacities. The tie-in of sanitary sewer and/or dedication of easement to the City for sanitary sewer extension or lift station shall be indicated on the plans. . A statement from the owner/developer specifying clear responsibility for maintenance of detention basin system including channel/ditch shall be noted on the plans. Fire: . The building shall be sprinklered in accordance to NFPA. . The pressure test of the sprinkler system shall be witnessed by a representative of the City's Fire Marshal office. · A final flow/drain test shall be witnessed by a representative of the Fire Marshal's office. · Contact the Fire Marshal office 24 hours in advance to schedule the pressure and the final flow/drain test. . The sprinkler system shall be monitored off-site. · Fire extinguishers shall be installed according to NFPA requirements and/or every 75 foot of travel. · Smoke and/or heat venting shall be provided by engineering means and in accordance to NFPA 204:7.1. General: · This SCUP outlines in general terms the proposed development in a Planned Unit Development (PUD) zoning district. The developer recognizes and understands that any future construction or development of the private or public improvements anticipated by this SCUP and the Plan shall require further submittal and approval of plats, site plans, construction drawings, engineering analysis, covenants, etc. · Said submittals for this phase development shall be in accordance with this SCUP, the approved plans, policies and code of ordinances of the City of La Porte. · The Developer shall comply with all other applicable laws and ordinances of the City of La Porte and the State of Texas. Failure to begin construction within 12 months after issuance or as scheduled under the terms of a special conditional use permit shall void the permit as approved, except upon an extension of time granted after application to the Planning and Zoning Commission. If construction is terminated after completion of any stage and there is ample evidence that further development is not contemplated, the ordinance establishing such special conditional use permit may be rescinded by the City Council, upon its own motion or upon the recommendation of the Planning and Zoning Commission of the City of La Porte, and the previous zoning of the entire tract shall be in full effect on the portion which is undeveloped. -- OJ ~(lflj~ dI<<; City Secretary Staff Report November 17,2005 ReQuested by: ReQuested for: Location: Present Zonine:: ReQuested Use: Backe:round: Underwood Business Park Special Conditional Use Permit #SCU 05-007 Clay Development & Construction Inc. c/o Danny Martin 65.098 acre tract out of 206.990 acres of land in the Enoch Brinson Survey, Abstract 5, described as parcel 1 under the Harris County Clerk's File No. M032856, La Porte, Harris County, Texas. Old Underwood Road and S.H. 225 Planned Unit Development (PUD) Warehouse & Distribution Center (Phase II) This site consists of approx. 207 acres located to the south of State Highway 225 and the Battleground Industrial Park located at 101 Old Underwood Road. At this time, the developer is proposing a warehouse and distribution center on a 65-acre tract (reserves B and H of the business park). The facility has an entrance along Old Underwood Road access through Battleground Road and State Highway 225. On January 20, 2005, Clay Development and Construction Inc. submitted a General Plan and Special Conditional Use Permit #SCU05-002 for development of Underwood Business Park, to contain offices, warehousing and distribution center in a PUD zone. The Planning and Zoning Commission recommended to City Council approval of the General Plan and Special Conditional Use Permit #SCU05-002. City Council, at their February 14, 2005, meeting, approved the SCUP. The subject property is zoned Planned Unit Development (PUD). The PUD zoning assigned to this tract is largely based on the great amount of undeveloped, unsubdivided acreage located in this area. Development in a PUD zoning district requires that an application for a general plan be filed and processed simultaneously with the Special Conditional Use Permit. The first phase of this project was initiated in May 2005 with the development of Poly One Corporation to be located at 9710 Porter Road, which is a private 60' ingress/egress and utility easements. This office/warehouse facility consists of approximately 131,250 sq .ft. The current request is for Phase II of the development consisting of a 423,870 sq.ft. building for "Packwell" and a 900K sq.ft building as Underwood Distribution Center. Underwood Business Park Reserves B &H 11/17/05 P&Z Meeting Page 2 of 4 Analvsis: Conclusion! Recommendations: Section 106-659 of the Code of Ordinances establishes the following criteria for review of the development projects within a P.U.D. zone. Land Use - The City's Land Use Plan shows this area developing with industrial uses. The existing land uses of nearby properties are primarily industrial: the Battleground Industrial Park and the Battleground Industrial District - Extra Territorial Jurisdiction of La Porte. Transportation - The project is located near State Highway 225 and Battleground Road, a primary arterial and major truck route. As a result, this project provides more than adequate accessibility for circulation of traffic. All the traffic entering/existing will be through Porter Road. There should be very limited impact on traffic flow within the vicinity, even after full implementation of the proposed project. In addition, the traffic shall not be directed south of Underwood Road. Topography - This area is relatively flat and stable and should not be an obstacle to this type of development. Utilities and Drainage - Public facilities and services are sufficient to handle the supply of potable water, but require upgrading for fire protection in the area. In addition, provisions will have to be made to ensure that sufficient utility extensions are provided to serve this development. Storm water drainage will be managed by an on-site detention to mitigate any adverse impacts associated with this proposed development. Staff feels that this project has merit and will have a significant impact to economic development within the City of La Porte. Based on the above analysis, staff recommends approval of the plan and the Special Conditional Use Permit with the following conditions: Land Use: . Land uses will be strictly commercial/industrial in nature. A further refinement of industrial activity shall be approved by the City. . Detention reserve shall be restricted for drainage purposes only. Any modification or change of use shall be subject to the City approval. . Zoning permit shall be required from the City for proposed use/activity at site. Underwood Business Park Reserves B &H 11/17/05 P&Z Meeting Page 3 of 4 Streets: . All internal streets shall be constructed to the City's standards and remain private streets. A note shall be added on the plans. . Verify internal street connectivity and specify right-of-ways. The participation in an improvement of Old Underwood Road shall be required by the developer. . Provide on-site improvements and loading / unloading ramps/bays that adequately handle the volume associated with the scale of the warehousing and distribution facility. Truck Circulation: . The applicant shall ensure that the truck circulation does not cause congestion on the streets, and proper signage shall be installed to control vehicles turning southbound on Underwood Road. . Fire truck access, fire suppression requirements, and fire hydrant placement shall be specified on the development site plans. . A rail access, spur design, and UPRR approval shall be required prior to the issuance of building permit. Landscaping/Screening: . Ensure that at least 30 percent of the property consists of landscaping. . Landscaping calculations shall be added to the site plans. . Provide detailed landscape and screening plans during site plan submittal. Allow existing trees and shrubs to remain as natural buffer. Provisions of the Tree Preservation and Tree Replacement per Section 106-801 and 106-802 shall be applicable. . Provide an irrigation system to ensure that all landscaping and screening is properly maintained by the owner/developer. . Development abutting residential district to the south shall be screened and landscaped in compliance with required screening and landscaping provisions of the Zoning Ordinance of the City. A site plan and/or separate plans shall be submitted in conjunction with the building permit application. Utilities/Detention: . Submit construction drawings and/or plan profile for proposed on and off-site utilities with capacities. The tie-in of sanitary sewer and/or dedication of easement to the City for sanitary sewer extension or lift station shall be indicated on the plans. Underwood Business Park Reserves B &H 11/17/05 P&Z Meeting Page 4 of 4 . A statement from the owner/developer specifying clear responsibility for maintenance of detention basin system including channel/ditch shall be noted on the plans. Fire: . The building shall be sprinklered in accordance to NFP A. . The pressure test of the sprinkler system shall be witnessed by a representative ofthe City's Fire Marshal office. . A final flow/drain test shall be witnessed by a representative of the Fire Marshal's office. . Contact the Fire Marshal office 24 hours in advance to schedule the pressure and the final flow/drain test. . The sprinkler system shall be monitored off-site. . Fire extinguishers shall be installed according to NFP A requirements and/or every 75 foot of travel. . Smoke and/or heat venting shall be provided by engineering means and in accordance to NFPA 204:7.1. General: . This SCUP outlines, in general terms, the proposed development in a Planned Unit Development (PUD) zoning district. The developer recognizes and understands that any future construction or development of private or public improvements anticipated by this SCUP and the Plan shall require further submittal and approval of plats, site plans, construction drawings, engineering analysis, covenants, etc. . Said submittals for this phase development shall be in accordance with this SCUP, the approved plans, policies and code of ordinances of the City of La Porte. . The Developer shall comply with all other applicable laws and ordinances of the City of La Porte and the State of Texas. Options available to the Commission are: . Recommend to Council approval of this SCUP with additional conditions. . Recommend to Council denial of this SCUP. . Continue the public hearing at the Commission's next regular meeting to allow additional testimony and further study of this item. This results in tabling any action on this item. J: lit I- 11:::1 0(0 n.1ll mo III <m bJol'l1 ~ II:l'I1 IllO. ::I oJ; m o III o~... 011:0 ObJ ~o II:Z bJ::I 00 Z.J ::10 III bJ Z .J ~ bJ n. o II: n. REQUEST FOR CITY COUNCIL AGENDA ITEM Agenda Date Requested: December 12. 2005 Requested By: WavueJ. s~1fI/ Department: Planninl! Appropriation Source of Funds: N/A Account Number: N/A Report: Resolution: Ordinance: ~ Amount Budgeted: N/A Exhibits: Ordinance Area Map Staff Report to P&Z Amended General Plan Amount Requested: N/A Budgeted Items: YES NO SUMMARY & RECOMMENDATION The Planning and Zoning Commission, during its November 17, 2005, meeting, held a public hearing to receive citizen comments regarding Special Conditional Use Permit Request #SCU05-008(amending #SCU05-004). The applicant, Burchfield Development, L.P., seeks approval of an Amended General Plan and a Special Conditional Use Permit (SCUP). The General Plan is for the entire :t107 acre tract and the SCUP is for single-family residential, multi-family, townhomes, and commerciaUretail development. The proposed development, "Preserve at Taylor Bayou", is to be located at the southeast comer of the State Highway 146 in the 1200 block of McCabe Road. As this is an on-going project, the Commission and Council have previously approved various General Plans and SCUPs. The applicant has prepared proposals for the development of this tract, but the developable acreage is subject to approval by the Army Corps of Engineers due to the Nature Preserve/conservation easement issues. Earlier this year, the developer submitted a new General Plan showing single-family detached (20 lots), single- family patio homes (76 lots), town homes (12 units), multi-family (180 apartment units) and flex buildings (4 commercial/residential) on approximately 32 acres as a master planned community. The Army Corps of Engineers mandates a 78.652 acre tract be dedicated as a Nature Preserve, leaving the developable acreage to equal 28.5 acres. As a result, the developer has to amend the approved General Plan. This amended General Plan includes single-family detached (14 lots), single-family patio homes (44 lots), town homes (8 units), multi-family (180 apartment units) and commercial/retail on approx. 28.5 acres. Corresponding densities meet the minimum requirement of the ordinances, although a PUD Zone, by design, allows variances and flexibility to the overall design. There will be two common access drives along McCabe Road serving the complex, commercial tract, and the Nature Preserve. On-site parking is also provided for the visitors of the nature preserve. The developer still needs to coordinate the following issues with the City: sanitary sewer, detention, and the dedication of the Nature Preserve. It is anticipated that sanitary sewer for the development will be connected to a new trunk main to be constructed by the City going north to the adjacent proposed development of "Lakes at Fairmont Greens". Coordination between the developers and the City shall be required in order for the system upgrade to handle both developments. Each developer may be expected to share the prorated cost of construction. The developer's agreement has been drafted in this regard. The design of the detention will be reviewed with the site plan submittal to ensure consistency with the Taylor Bayou Watershed Plan. Permits from the Army Corps of Engineers and Harris County Flood Control District must be presented to the City prior to issuance of building permit. The Planning and Zoning Commission has voted unanimously that City Council consider approval of an Amended General Plan and Special Conditional Use Permit #SCU 05-008 with the conditions listed in the SCUP. Action Required bv Council: 1. Conduct public hearing. 2. Consider taking action on recommendation for approval by Planning and Zoning Commission for Amended General Plan and Special Conditional Use Permit #SCU 05-008 for a 28.5 acre tract out of ::1::107 acres ofland located at the southeast comer of McCabe Road and State Highway 146. Approved for Citv Council Ae:enda 1cJ. -S-OS- Date . ORDINANCE NO. 1501- wLf AN ORDINANCE AMENDING THE CODE OF ORDINANCES OF THE CITY OF LA PORTE, CHAPTER 106, MORE COMMONLY REFERRED TO AS THE ZONING ORDINANCE OF THE CITY OF LA PORTE, BY GRANTING A SPECIAL CONDITIONAL USE PERMIT #SCU05- 008(AMENDING #SCU05-004) FOR THAT CERTAIN PARCEL OF LAND DESCRIBED AS FOLLOWS, TO-WIT: BEING :f:107 ACRE TRACT OF LAND INCLUDING 28.5 ACRES IN THE 1200 BLOCK OF McCABE ROAD, AS TRS 8, 8A, SF, 5F-1, 49, 49A, & 9B, ALONG WITH 78.652 ACRES AS NATURE PRESERVE IN THE W. P. HARRIS SURVEY, ABSTRACT 30, LA PORTE, HARRIS COUNTY, TEXAS, FOR THE PURPOSE OF DEVELOPING SINGLE- FAMILY, TOWN HOMES, MULTI-FAMILY AND COMMERCIAL/RETAIL, IN A PLANNED UNIT DEVELOPMENT (PUD) ZONE; MAKING CERTAIN FINDINGS OF FACT RELATED TO THE SUBJECT; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; AND PROVIDING AN EFFECTIVE DATE HEREOF; BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: "Section 1. The City Council of the City of La Porte hereby finds, determines and declares that heretofore, to-wit, on the 1 ih day of November, 2005, at 6:00 p.m. a Public Hearing was held before the Planning and Zoning Commission of the City of La Porte, Texas, pursuant to due notice as required by the Open Meetings Law, Chapter 551, Texas Government Code, to consider the question and the possible reclassification of the zoning classification of the hereinafter described parcels of land. There is attached to this Ordinance as Exhibit "A", and incorporated by reference herein and made a part hereof for all purposes, a copy of Notice of Public Hearing, which the City Council of the City of La Porte hereby finds was properly mailed to all owners of all properties located within two hundred feet (200') of the properties under consideration. "Section 2. The publisher's affidavit of publication of notice of said hearing is attached hereto as Exhibit "B", incorporated by reference herein and made a part hereof for all purposes. "Section 3. Immediately following such public hearing on November 17,2005, the Planning and Zoning Commission of the City of La Porte met in regular session to consider changes in classification, which were the subject of such public hearing and workshop. The City Council of the City of La Porte is in receipt of the written recommendations of the City of La Porte Planning and Zoning Commission, by letter dated November 18, 2005, a true copy of ORDINANCE NO. 1501- \}J tf Page 2 which letter is attached hereto as Exhibit "C", incorporated by reference herein and made a part hereof for all purposes. "Section 4. Subsequent to receipt of the recommendation of the City of La Porte Planning and Zoning Commission, the City Council of the City of La Porte called a public hearing on the proposed classification changes and the recommendation of the Planning and Zoning Commission on the 1ih day of December, 2005, at 6:00 p.m., and pursuant to due notice, to consider the recommendation of the Planning and Zoning Commission regarding the possible reclassification of the zoning classification of the hereinafter described parcels of land. There is attached to this Ordinance as Exhibit "0", incorporated by reference herein and made a part hereof for all purposes, a copy of the notice of public hearing. "Section 5. The publisher's affidavit of publication of notice of said hearing is attached hereto as Exhibit "E", and incorporated by reference herein and made a part hereof for all purposes. "Section 6. The conditions of the said Special Conditional Use Permit are as set forth in the incorporated terms of the Special Conditional Use Permit, a true copy of which is attached hereto as Exhibit "F". The description of said parcels of land classified pursuant to said Special Conditional Use Permit are as follows, to-wit: A :1::107 acre tract of land including 28.5 acres as TRS. 8, 8A, 5F, 5F-1, 49, 49A and 98, along McCabe Road and easterly right-of-way line of the State Highway 146, W. P. Harris Survey, Abstract 30, La Porte, Harris County, Texas. "Section 7. The City Council of the City of La Porte hereby finds, determines, and declares that all prerequisites of law have been satisfied and hereby determines and declares that the amendments to the City of La Porte Zoning Map and Classification contained in this Ordinance as amendments thereto are desirable and in furtherance of the goals and objectives stated in the City of La Porte's Comprehensive Plan. ORDINANCE NO. 1501- W ~ Page 3 "Section 8. The City Council official finds, determines, recites and declares that a sufficient written notice of the date, hour, place and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the City for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. "Section 9. This Ordinance shall be in effect from and after its passage and approval. Passed and approved this the day of ,2005. CITY OF LA PORTE ~LY~ By: ALTON PORTER, Mayor ATTEST: By:1!1ratlh~ MA THA GILLETT, City Secretary THE STATE OF TEXAS ) COUNTY OF HARRIS ) CITY OF LA PORTE ) NOTICE OF PUBLIC HEARING In accordance with the provisions of Section 106-171 of the Code of Ordinances of the City of La Porte and the provisions of the Texas Local Government Code, notice is hereby given that the La Porte Planning and Zoning Commission will conduct a public hearing at 6:00 P.M. on the 17th day of November, 2005, in the Council Chambers of City Hall, 604 West Fairmont Parkway, La Porte, Texas. The purpose of this hearing is to consider Special Conditional Use Permit #SCU05-008, requested for 28.4748 acres ofland out of 107.16 acre tract ofland located south of McCabe Road and the easterly right-of-way line of State Highway 146; being TRS 8, 8A, 5F, 5F-1, 49, 49A, 9B, 10, and 11 of the W. P. Harris Survey, Abstract 30, La Porte, Harris County, Texas. The applicant, Robert Burchfield, of Burchfield Development, L.P., seeks to develop single-family residential, townhomes, multi-family, and commercial/retail in the Planned Unit Development (PUD) zoning district. In accordance with Section 106-216 of the Code of Ordinances, a Special Conditional Use Permit is required for development in the PUD district. A regular meeting of the Planning and Zoning Commission will follow the public hearing. The Commission will act upon the public hearing items and conduct other matters. Citizens wishing to address the Commission pro or con during the public hearing are required to sign in before the meeting is convened. CITY OF LA PORTE Martha Gillett, TRMC City Secretary A quorum of City Council members may be present and participate in discussions during this meeting, however, no action will be taken by Council. This facility has disability accommodations available. Requests for accommodations or interpretive services at meetings should be made 48 hours prior to the meeting. Please contact the City Secretary's office at (281) 471- 5020 or TDD Line (281) 471-5030 for further information. ~XH'Rn i\. ~':~_;H\}Y{ ":,>:,, PUBLICNOTICES 281-471-1234 Fax: 281-471-5763 fre SUD ";",':, '_" ,-:_ 'c''' -;~\: Before me, the undersigned authority, on this date came and appeared Karolyn Kellogg, a duly authorized representative of The Bayshore Sun, a semi-weekly newspaper published and generally distributed in the City of La Porte, Harris County, Texas and who after being duly sworn, swears the attached notice was published in The Bayshore Sun dated /1 / t/;L /t)s;-" I f Sworn and subscribed before me this c:2 q--r# /7~ , 2005. ~,i. ~~ day of Sandra E. Bumgarner Notary Public Harris County, Texas My Commission Expires April 30, 2006 ,~HiBn' City of La Porte Established 1892 November 18,2005 Honorable Mayor Alton Porter and City Council City of La Porte Dear Mayor Porter: During the regular meeting on November 17,2005, the La Porte Planning and Zoning Commission, held a public hearing to consider Amended General Plan and Special Conditional Use Permit #SCU05-008 (amending #SCU05-004) for proposed development of "Preserve at Taylor Bayou" to be located at the southeast comer of State Highway 146 and McCabe Road. Mr. Robert Burchfield, Burchfield Development, L.P., seeks to develop single-family residential, town homes, multi-family, and commercial/retail within the Planned Unit Development (PUD) zoning district. The Planning and Zoning Commission, by unanimous vote (5-0), recommends approval of an Amended General Plan and Special Conditional Use Permit #SCU05-008, with the conditions as listed in the SCUP attached. This recommendation will be forwarded for consideration by the City Council on December 12,2005, for final disposition. Respectfully Submitted, (]:)~~~ Dottie Kaminski Planning and Zoning Commission, Vice Chairperson c: Debra B. Feazelle, City Manager John Joerns, Assistant City Manager Cynthia Alexander, Assistant City Manager John Armstrong, Assistant City Attorney Planning and Zoning Commission 604 W. Fairmont Pkwy. · La Porte, Texas 77571 . (281) 471-5020 ..,. r':t~JT ..'. ",J\.~''',ilb8 . C THE STATE OF TEXAS ) COUNTY OF HARRIS ) CITY OF LA PORTE ) NOTICE OF PUBLIC HEARING In accordance with the provisions of Section 106-171 of the Code of Ordinances of the City of La Porte and the provisions of the Texas Local Government Code, notice is hereby given that the La Porte City Council will conduct a public hearing at 6:00 P.M. on the 12th day of December, 2005, in the Council Chambers of City Hall, 604 West Fairmont Parkway, La Porte, Texas. The purpose of this hearing is to consider Special Conditional Use Permit #SCU05-008(amending #SCU05-004) requested for 28.5 acres ofland out of 107.16 acre tract ofland located south of McCabe Road and the easterly right-of-way line of State Highway 146; being TRS 8, 8A, 5F, 5F-l, 49, 49A, 9B, 10, and 11 of the W. P. Harris Survey, Abstract 30, La Porte, Harris County, Texas. The applicant, Robert Burchfield, of Burchfield Development, L.P., seeks to develop single-family residential, townhomes, multi-family, and commercial/retail in the Planned Unit Development (PUD) zoning district. In accordance with Section 106-216 of the Code of Ordinances, a Special Conditional Use Permit is required for development in the PUD district. A regular meeting of the City Council will follow the public hearing. The Council will act upon the public hearing items and conduct other matters. Citizens wishing to address the Council pro or con during the public hearing are required to sign in before the meeting is convened. CITY OF LA PORTE Martha Gillett, TRMC City Secretary This facility has disability accommodations available. Requests for accommodations or interpretive services at meetings should be made 48 hours prior to the meeting. Please contact the City Secretary's office at (281) 471- 5020 or TDD Line (281) 471-5030for further information. .~XHIBft -0 ... THE STATE OF TEXAS COUNTY OF HARRIS CITY OF LA PORTE 281-471-1234 Fax: 281-471-5763 NOTICE OF PUBLIC" , ' HEARING ,. "'CHY'OFtA PORTE In ,accordance i with ", the, provisions oLSection106,- 171 of theCodepf9rdi~ nances' of the City 6f, La Porte and the provisions of the Texas Local Govern- ment code, hotice)s l1er('j- by given that the, La Porte City Council Win, cOnduct a public hearing at 6:00 P,I\t on the, 12th day of,:,~ cember, 2005,. in'tthe Council Chambers of City Hall, 604West\aiITrlOnt Parkway,' La Porte; Jexas,; Thepurposepfthis' hear- ing is to consider special Conditional 'Use ".Permit . .)#SCU05~8(arnef1<iing i l#SCU05~4} ',requ~~~~exas , for 28.5 acres' of . !arid out: 01 1Q7.16 acre tract of laflij , located southoI fv1cCab~,' -~ ~oadand!heeaSteriy; the undersigned authority on this date nght"of-waylimtotSta\e ,.' , ' . 1-lil;lhWa,y146;beiP9'TF.lSJPpeared Karolyn Kellogg, a duly authorlzed 1>8,8A,'5F;5F",1.49,;4~A,~tive of The Bayshore Sun, a semi-weekly 98,10,. and 11 of the yJ'ipublished and generally distributed in the P: Hams Survey,Abstr~ct, . 30. La Porte, Harris Couh; L Porte, Harrls County, Texas and who after Et~:B~~t~;~:~~C i~w~~~, B~;:~~~e t~~n a ~~~~~ed 7t/~c~ J:~ LP., seeks to'developsin,,; , gle-family reqidehtial, townhomes, . multi.family, and '"comrn~rcial/retail in the" Planned Unit Oevelop~ ment (PlJQ) zoning diStrict. ' In,accordam~ewi1h ~tjon" 1 06-21poflheyodEl9fbr-,'" dll1an<:es, aspeCiEiltonai~l1l 0 tional Use Permit is.. re- . qui red for development in ' thePUD district, ........';..._:..:'_..; ,." ,,'........ , :':'!'-\"-',>': ~>': ,.,'.. ',- ',"-:. " .,' :3~~tt~ ~~~!1J~B services ,',,' .~t,;:;\(!I~~tJQ[J~i should be f11aP!J1~ hours prior tof}he'iJ'!eeting. Please contadtM, .citi Secretary's .otfif:e,~t(281) 471-5020," oryrpO}fPfle.' (281)471-50:10 ,",r. inf~~tion. ;"'}lI~j re SUD i j " )Aregular mooting of ,the subscribed before me this ;;..1 -r!!;. ,City.cpuDCU,wiU,tollow.the,,# , 2005 . o.ubJic;ne~ring,.:rhe ~Courhj ", n '.. ......:.,.:.u...._...._ .... .. _,..,.'.1, I~~'~~ day of Sandra E. Bumgarner Notary Public Harris County, Texas My Commission Expires April 30, 2006 .i:XHIBIT 7 ~ City of La Porte Special Conditional Use Permit #SCU 05-008(Amendina #SCU05-004) This permit is issued to: Robert Burchfield Owner or Agent 2123 W. Governor's Circle #400 Houston. TX 77092 Address For Development of: The Preserve at Tavlor Bayou Development Name 1200 Block of McCabe Rd. @ SH 146. La Porte. TX Address Legal Description: 28.508 acre tract out of 107 acre tract of land. W.P. Harris Survey Abstract-30. La Porte. Harris County. Texas Zoning: Planned Unit Development (PUD) & NC Use: SinQle-family detached. small sinole-family (patio homes). multi-family (apartments).Townhomes. Commercial/Retail & Nature Preserve. Permit Conditions: 1. An overall density of the multi-family (apartments) and townhomes shall not exceed 14 and 10 dwelling units per acre respectively. 2. The Nature Preserve "conservation easement" ownership and responsibility for its maintenance must be established. The City requirement for compensating open land will apply. The City must approve the conservancy dedication instrument. 3. The applicanUdeveloper shall be responsible for the maintenance of the 78.652 acre Nature Preserve/ Conservation Easement until transfer of ownership and/or responsibility. 4. Provide an irrigation system to ensure that all landscaping and screening is properly maintained by the owner/developer. 5. The design of the detention will be reviewed by staff to ensure consistency with ordinances and the Taylor Bayou Watershed Plan. Permits with Army Corps of Engineers and County Flood Control must be presented to the City. 6. The developer shall contribute to traffic calming devices/tools (e.g. right turn lane) to ensure that traffic congestion does not occur as a result of this project. 7. The applicant must secure a maintenance bond according to the City's multi-family provisions, seek an approved alternate showing evidence of bonding insurance, or participate in a "reserve fund mechanism" that establishes an account for the sole purpose of maintenance to the project for the lifetime of the project. 8. The owner/applicant must construct a lift station, if applicable, and dedicate an easement to the City at Taylor Bayou and McCabe for the lift station. 9. The owner/applicant must contribute 31.2% as proportionate cost for the construction of a trunk main, the portion of the lift station to be built north of the site and the portion of the off-site lift station if needed to handle both north and south developments. 10. The applicant must provide proof of funding allocation. 11. The applicant must provide a covenant that the multi-family portion of the project remains on the City's tax rolls. 12. A letter from Army Corps of Engineers for approval of the lift station must be submitted prior to the building permit. 13. The proposed complex must provide an area designated for accommodation of school buses, pick up/drop off sites as per LPISD's design standards. 14. Utility Plan must be approved by City Staff. 15. Proposed sidewalks must be annotated on the General Plan. 16. All utilities should be planned for underground routing. 17. The applicant must provide a covenant for maintenance of common areas. ~XHIBJl/ 18. The Developer shall comply with all other applicable laws and ordinances of the City of La Porte and the State of Texas. Failure to begin construction within 12 months after issuance or as scheduled under the terms of a special conditional use permit shall void the permit as approved, except upon an extension of time granted after application to the Planning and Zoning Commission. If construction is terminated after completion of any stage and there is ample evidence that further development is not contemplated, the ordinance establishing such special conditional use permit may be rescinded by the City Council, upon its own motion or upon the recommendation of the Planning and Zoning Commission of the City of La Porte, and the previous zoning of the entire tract shall be in full effect on the portion which is undeveloped. Lfr!d/;III- AAaI'/ City Secretary Staff Report November 17,2005 Preserve at Taylor Bayou Amended General Plan & Special Conditional Use Permit #SCU05-008 Request: Requested Bv: Requested For: Present ZoniD!~: Requested Use: Back2round: Approval of an amended General Plan and a Special Conditional Use Permit. This request is an amendment to the existing SCUP#05-004 and General Plan approved for this site. Mr. Robert Burchfield, Burchfield Development, L.P. 28.508 acres ofland out of 107.16-acre tract out of the W. P. Harris Survey, A-30, La Porte, Harris County, Texas. This property is further described as being located in the 1200 Block of McCabe Road. Planned Unit Development (PUD) Single-Family detached, Small single-family (Patio Homes), Multi-Family Residential, Townhomes, and CommerciallRetail. This property is located at the southeast comer of SH 146 and McCabe Road. It is bounded on the east by Shady River Subdivision and on the south by Shoreacres. Several years ago, the Commission and Council approved a General Plan and Special Conditional Use Permit for this location. In 2001, a one year extension was granted; however, no construction occurred and the permit expired in November 2002. The Commission, at their April 17, 2004, meeting, recommended denial of a new application based upon issues including excessive density of 418 units, lack of information concerning the Preserve, financing and outstanding Army Corps of Engineer documentation. Chapter 106, Code of Ordinances, allows a maximum cap of 180 units within apartment complexes. City Council subsequently disapproved the request. Then, the developer filed a new General Plan and Special Conditional Use Permit #SCU04-013. The Planning and Zoning Commission considered the plan, which includes the following: · 180 Multi-Family units and 150 Townhome units on 28.43 acres · 1 lot, Neighborhood Commercial on 1.35 acres · 1 lot, Private Park on 2.25 acres · 1 lot, Nature Preserve on 75.16 acres. · The apartment density is 13.85 units per acre (14 allowed). · A townhome density of9.72 per acre (10 allowed per Chapter 106). The Commission recommended approval of the above General Plan and Special Conditional Use Permit. City Council, at the October 11, 2004 meeting, approved the General Plan and Special Conditional Use Permit #SCU04-013. Preserve at Taylor Bayou Amended OP & SCUP November 17, 2005 Page 2 of5 The developer submitted another General Plan with a new concept. The features of the plan were as follows: . Single-Family Residential- 20 lots, 4.17 acres (4.8 dula allowed) . Single-Family (Patio Homes) -76 lots, 12.67 acres (6 lots/acre allowed) . Townhomes - 12 units, 1.20 acre (10 units/acre allowed) . Multi-Family - 180 units, 12.86 acres (14 units/acre allowed) . CommerciallFlex Bldgs. - 4 (zoned Neighborhood Commercial) . Preserve -74.80 ac. (provided), 78.652 ac. (required) At the March 17, 2005 meeting, the Commission recommended approval of the above General Plan and Special Conditional Use Permit. City Council, at their April 25, 2005 meeting, approved the General Plan and Special Conditional Use Permit #SCU05-004. The Planning and Zoning Commission, at the September 15, 2005 meeting, considered the preliminary plat for proposed development consisting of 32 acres, and approved it with conditions. The plan had some deviations from the approved general plan mentioned above. The preliminary plat shows the following: . Single-Family detached - 34 lots, 7.08 acres (4.8 dula allowed) . Single-Family small Lot - 44 lots, 7.34 acres (6 lots/acre allowed) . Townhouses - 8 units, 0.80 acre (10 units/acre allowed) . Multi-Family - 180 units, 12.86 acres (14 units/acre allowed) . Commercial- 1.29 acre (zoned Neighborhood Commercial The Preliminary Plat had approximately 32 acres of proposed development. As this General Plan for 28+ acres is being requested as an amendment, the entire project is open for reconsideration. The changes to the above plan are as follows: . Single-Family detached - 14 lots, 4.879 acres (4.8 dula allowed) . Small Single-Family (Patio Homes) - 44 lots, 9.8 acres (6 dula allowed) . Townhomes - 8 units, 0.80 acre (10 units/acre allowed) . Multi-Family-I80 units, 12.905 acres (14 units/acre allowed) . CommerciallRetail- 1.344 acres (zoned Neighborhood Commercial) . Nature Preserve - 74.80 ac. (provided), 78.652 ac. (required by ACOE) Since the project has deviations from an earlier approved general plan, it requires an amended General Plan (for the entire proposed development) and a Special Conditional Use Permit (SCUP) be submitted and processed simultaneously. Upon approval of the amended General Plan and SCUP by City Council, the applicant would be authorized to proceed with the platting and development plans for the development site. Preserve at Taylor Bayou Amended GP & SCUP November 17,2005 Page 3 of5 Analvsis: Section 106-659 of the Code of Ordinances establishes the following criteria for review of development projects within a PUD zoning district: · Uses - Review of the City's Land Use Plan indicates this 107-acre area was envisioned as developing as low density residential with a small comer for commercial uses. However, this proposed development is not considered to be low-density residential. In addition, the required 78.652 acres of Nature Preserve would serve as a buffer between this proposed development and surrounding properties. · Streets - The proposed development is located at the comer of SH 146 and McCabe Road. The developer is proposing two points of entrance/exit off McCabe Road. The first common access drive serves an entire development and Nature Preserve. The second access drive off McCabe Road will serve the multi-family and commercial/retail sections of the proposed development. Traffic Analvsis: The applicant submitted a traffic analysis study report. The report previously had taken into account an entire development for a build-out in 2007. It also included the commercial strip center and Nature Preserve as an estimate, with no other detail of their nature. The study mentions the future TxDOT Highway 146 improvements, but does not discuss their possible impact on the study or development. The study gives a cursory mention of other developments but generalizes a 5% annual growth and takes that factor into account in the estimates for the survey. That rate is average for the HGAC region, although local estimates can be much higher. The growth, according to the study, will not have a significant impact on the development or the traffic flow in relation to level-of-service ratings because of the limited access between McCabe Road and SH 146 now and in the future. With Level-Of-Service (LOS) A being the best, LOS D being acceptable and LOS F being severely congested service, the study cites that the development, given the parameters stated above, will rate no worse than LOS B and concludes no adverse impact for this development. · Topography - This area is relatively flat and stable and should not be an obstacle to this type of development. The site for this development does, however, split Flood Zone X to the west and a Flood Zone AE to the East. Preserve at Taylor Bayou Amended GP & SCUP November 17,2005 Page 4 of5 · Density - Staff utilized the Land Use Plan as a guide with the designated land use as Low Density Residential. There are 14 small single-family detached lots proposed for 4.879 acres with a development ratio of 4.8 units per acre. Single-family Patio Homes will consist of 44 lots on 9.8 acres equal to 4.48 lots per acre. Eight townhomes on 0.80 acre come out to be 10 units per acre. 180-unit multi-family residential development yields 12.86 acres with a density allowed by ordinance 14 units per acre (Section 106-333). · Utilities - There are sufficient water distribution facilities along McCabe Road to supply potable water and fire protection to this proposed project. Provisions will have to be made to ensure that sufficient utility extensions are prepared to serve this development. Sanitary sewer service is not readily available to this site, and must be coordinated with the development to the north and the City of La Porte. The City prepared a long-term sanitary sewer master plan for providing sewer service to areas of southeast La Porte. The master plan calls for the elimination of Lift Station #12 and for a new lift station to be constructed near the comer of intersection of A104(Taylor Bayou) and McCabe Road. Utility plans must be coordinated with the City Staff and approved by the City prior to submittal of the Final Plat. The project engineer expressed her intention of taking the sanitary sewer flow north through the Lakes at Fairmont Greens, a proposed subdivision off SH 146. Based upon the preliminary studies, the Preserve at Taylor Bayou, if hooked up to the new trunk main going north for sanitary sewer would represent 31.2% of the total anticipated capacity. Coordination and contribution shall be required for the system upgrade to handle both developments; each developer being expected to share the prorated cost of construction. In addition, the City has added this project to the Capital Improvement Plan (CIP) for year 2005-2006. The plan and profile shall be submitted to the City for approval prior platting of the subdivision. · Drainage - This property lies within the Taylor Bayou Watershed. The City has a master drainage plan for the Taylor Bayou Watershed, which calls for regional detention for this area. Efforts should be made to work with the developer north of McCabe Road to promote upstream detention for this development. The channel improvements to Taylor Bayou are not designed to directly receive storm water runoff from this project. The General Plan, therefore, shows that storm water will be detained using a basin system in each phase to regulate run-off. Outfalls have to be determined and coordinated with the Army Corps of Engineers and the Harris County Preserve at Taylor Bayou Amended GP & SCUP November 17,2005 Page 5 of5 Flood Control District. The copies of the permits must be presented to the City. · Nature Presenre -The applicant is willing, and the Army Corps of Engineer permit states that the dedication of approximately 78.652 acre nature preserve is to be made to the County/City. The issues in the process of being resolved. The City of La Porte remains a party to facilitate any dedication to the Harris County or other agency. These issues may be coordinated and approved in a separate dedication instrument prior to the Final Plat. . Army Corps of Engineer Issues: ~ US Army Corps of Engineers (USACOE) issued a permit on Feb 14,2000, to fill 9.6 acres of wetlands to construct an apartment complex. This area must be shown on the plan. ~ According the applicant, this Individual Permit (IP) is valid until December, 2005. The applicant is required to provide the City with a renewal letter from the US Army Corps of Engineers. ~ This permit is for a single and complete project that would include all minor deviations mandated by the City. ~ USACOE agreed with the NAI environmental assessment that the lift station could be moved slightly west. The plans would be coordinated with the City Engineering staff. Staff reviewed the plan and found it to be in compliance with the development ordinance. Staff recommends approval of the amended General Plan and Special Conditional Use Permit with conditions as listed in the Special Conditional Use Permit attached herewith. Options available to the Commission are: · Recommend to Council approval of #SCU05-008 (Amending SCUP#05-004 ). · Recommend to Council approval of #SCU05-008 with additional conditions. · Recommend to Council denial of this SCUP. OR Continue discussion at the Commission's next meeting to allow further study of item. This results in tabling any action on this item. ~ = PROPOSED DEVELOPMENT = POTENnAL PRESERVE "'~ 0_ REQUEST FOR CITY COUNCIL AGENDA ITEM Agenda Date Reqnested: December 12. 2005 Requested By: Way~ Department: Planning Bud2et Source of Funds:CIP Funds 003 & 015 Account Nnmber:003-9890-878 & 015-9892-878 Report: Resolntion: Ordinance: X Amount Budgeted: S65,OOO Exhibits: Amount Requested: $60,000 1. 2. 3. Ordinance Contract for Services Proposal from Claunch & Miller, Ine. Budgeted Item: YES SUMMARY & RECOMMENDATION A long-standing goal of the Planning Department is comprehensive, reliable and accessible mapping of the City's water and sewer infrastructure systems. In the past 25 years, several efforts have been undertaken to address this goal. In 1981, the City's Utility Mapping Program (UMP) was initiated by undertaking a "Preliminary Phase" involving high school students drafting "Preliminary Utility Maps" from available construction drawings. The maps produced were not reliable, required continuous verification by City staff and did not include the areas of Collegeview and Bayshore M. U.D. In 1986, a new policy was established setting a course for final completion of the UMP. As a result, a majority of the City's utility features (i.e. fire hydrants, gate valves, manholes and cleanouts) were accurately surveyed and measured to provide data required for precise mapping of the City's water and sewer systems. However, subsequent efforts to map the large amount of survey data obtained proved to be largely unsuccessful due to technology, logistics and resource constraints. Today, with the recent procurement of Geographic Information Systems (GIS) and Global Positioning System (GPS) technologies, staff now has the tools needed to complete the effort originally begun. GPS technology will allow precise, quick and efficient collection of data from newly-constructed utility systems while GIS technology provides the means to accurately map the utility systems and to integrate related water and sewer system data to each utility feature. The GIS Division of the Planning Department has solicited and received a proposal for professional services to assist staff in completion of City's UMP. The rrrm of Claunch & Miller, Inc.(CMI) has extensive experience and success in similar projects for the cities of Galveston, Lufkin, Bellaire, Meadows Place, Humble, Spring Valley, and Hillshire Village as well as Harris County WC&ID #74. In addition, CMI was instrumental in helping to develop La Porte's GIS website application. Staff has met with Claunch & Miller to discuss and determine the scope of work and the company's proposal for assisting with completion of the project. As a result, a Contract for Services has been prepared for authorization by Council. The subject contract has been reviewed and approved by the City Attorney. 2 Recommendation: Staff recommends that COlll1cil approve an ordinance authorizing the City Manager to execute a contract between the City and Clalll1ch & Miller, Inc. for professional services associated with the completion of City's Utility Mapping Program Action Required bv Council: Consider approval of an ordinance authorizing the City Manager to execute a contract with Clalll1ch & Miller, Inc. to provide professional services associated with the City's web-based GIS project. Approved for City Council A2enda I;) -5-05 Date Exhibit "A" Ordinance ORDINANCE NO. 200S-_d.~_ AN ORDINANCE APPROVING AND AUTHORIZING A CONTRACT BElWEEN THE CITY OF LA PORTE AND CLAUNCH & MillER, INC. FOR PROVIDING PROFESSIONAL SERVICES FOR THE CITY'S UTILITY MAPPING PROGRAM; APPROPRIATING AN AMOUNT NOT TO EXCEED $60,000 TO FUND SAID CONTRACT; MAKING VARIOUS FINDINGS AND PROVISIONS RELATING TO THE SUBJECT; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; PROVIDING AN EFFECTIVE DATE HEREOF. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: Section 1. The City Council hereby approves and authorizes the contract, agreement, or other undertaking described in the title of this ordinance, a copy of which is on file in the office of the City Secretary. The City Manager is hereby authorized to execute such document and all related documents on behalf of the City of La Porte. The City Secretary is hereby authorized to attest to all such signatures and to affix the seal of the City to all such documents. City Council appropriates the sum of $60,000 from Capital Improvements Funds 003 and 015 to fund said contract. Section 2. The City Council officially finds, determines, recites, and declares that a sufficient written notice of the date, hour, place and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the City for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. Section 3. This Ordinance shall be effective from and after its passage and approval, and it is so ordered. PASSED AND APPROVED, this December 12th, 2005. By: c~~ ________L___~~_~_________ Alton E. Porter, Mayor ATTEST: -~~~---------- Martha Gillett, City Secretary APPR~V : _ p, tJ~ ----- - ----------~--------------- Knox . Askins, City Attorney Exhibit "B" Contract for Services 10 1 Task Name Phase I - City compiles existing data from original Utility Mapping Project (UMP) survey 2 Phase II - CMI converts existing UMP data and creates associated line work 3 Phase II-a - City (Public Works) staff review check sheets from original UMP and marks up changes/additions 4 Phase III - City collects coordinates of infrastructure not in original UMP survey 5 Phase IV - City creates new line data and collects additional data from Public Works Phase II-a markups I 6 Phase V - CMI reviews new line data (quality control) 7 Phase VI - City (Public Works) to review I and mark up check maps for edits and final publication ~:=--- 8 Phase VII - CMI to produce UMP Map Books and Develop city-wide intra net access to GIS data Project: City of La Porte Utility Mapping Project (UMP) Date: Wed 11/30/05 I Duration I 4 days Start Tue 1/3/06 30 days Mon 1/9/06 45 days Mon 2/20/06 120 days Mon 1/9/06 50 days Mon 6/26/06 10 days Mon 9/4/06 45 days Mon 9/18/06 20 days Mon 11/20/06 Task Critical Task Progress Utility Mapping Program (UMP) Plan of Action - FY 2005/2006 Claunch & Miller, Inc. Proposal T ,2006 Fini~h~0eb i Mar i APrJ May U~r1J Fn 1/6/061", ICity GIS Division Fri 2/17/061 ///J CMI Fri 4/21/06 """""""""",,, 1';... ~""""""""""'" -I : 2007 i Jul I Aug I Sep I Oct I Nov~c I Jan 1 Feb j ! ! orks I Fri 6/23/06 l~ffHm////H'/f\fffm/: City GIS Division (CMI support) Fri 9/1/06 Fri 9/15/06 I Fri 11/17/061 Fri 12/15/06 lfffffffffl Rolled Up Milestone 0 r////////H Rolled Up Progress Split Milestone . External Tasks Summary \. ..J Project Summary Rolled Up Task Ifffffffffl Group By Summary Rolled Up Critical Task H/////:m//:I Page 1 of 1 r f:/:ff::mH City GIS Division (CMI support) [}CMI I .. I If////A- City Public Works I I I I I I I ~~ ' t~,>. CMI ~ . . . . --, I I . '" .., .., Exhibit "C" Proposal from Claunch & Miller, Inc. ~ ~.~ CLAUNCH & MILLER, INC. Engineering Consultants December 1, 2005 Mr. Brian Sterling, GIS Manager City of La Porte 604 W. Fairmont Parkway La Porte, Texas 77571 Re: Proposal for Engineering Services for Geographic Information System (GIS) Utilities Mapping Program (UMP) City of La Porte Dear Mr. Sterling: In response to your request, Claunch & Miller, Inc. (CMI) is pleased to submit this proposal for engineering services associated with the development of a Utility Mapping Program (UMP) Geographic Information System (GIS) for the City of La Porte. This proposal is based on our understanding of the project as further described below and our meeting with you regarding the Plan of Action - FY 2005/2006. For your convenience, this proposal consists of General Overview, Scope of Services, Deliverables, and Fee sections. GENERAL OVERVIEW It is our understanding that the City desires to have feature classes developed for the various features contained in its water distribution and wastewater collection utilities systems. The completed feature classes would be imported into the existing personal geodatabase to supplement the City's existing GIS. These feature classes would be created using data obtained from the following: . Existing digital data sources from the City's original UMP survey . Existing utility data contained in AutoCAD maps of the utilities systems . New data to be obtained by City staff utilizing survey grade GPS equipment as a part of this project . Other available data converted from paper records into an electronic format by Ci ty staff. The following Scope of Services section is based upon the seven phases as described within the document entitled "Utility Mapping Program (UMP) Plan of Action - FY 200512006" that you provided as attached. SCOPE OF SERVICES Phase I - Compilin2 Ori2inal Data: The City will compile all available digital data sources from its original Utility Mapping Program (UMP) survey and provide this data to CMI to be utilized in providing the services described in Phase II. 4635 Southwest Freeway, Suite 1000 · Houston, Texas 77027-7169 · 713-622-9264 · Fax 713-622-9265 described in Phase II. Phase 11- Convertinl! Oril!inal Data: CMI staff will convert coordinate data previously obtained by City staff as a part of its original UMP survey and currently contained in nine Notepad format text files into shapefiles containing feature points of water system gate valves, blowoff valves, and fire hydrants, in addition to sanitary manholes, main line cleanouts, lift stations. Once created, CMI GIS staff will then create line feature classes for water distribution mains and fire hydrant leads, wastewater collection mains and force mains needed to connect the feature points previously described. CMI staff will develop and implement ArcGIS network topology rules to be used throughout the GIS system. These rules will maintain connectivity and accuracy throughout the personal geodatabase. Attributes contained on the AutoCAD maps provided as part of Phase I will be input into the database files. Various numbering systems will be created to be used to identify infrastructure such as manholes, mains, valves, cleanouts and fire hydrants. CMI staff will establish standard symbology and design attribute tables for all utility points and lines from the City's original utility mapping program. Check sheets will be printed and provided to the City's Public Works Department for review and markups of changes to the utilities systems which have occurred since preparation of the AutoCAD utility maps provided in Phase I. These marked up copies will then be utilized by City staff to collect the remaining infrastructure coordinates acquisition. Two (2) DVDs will be provided to the Citys GIS Division which contain the completed electronic files. Phase III - Collectinl! New Data: This phase will be conducted concurrently with Phase II services. City staff will collect survey grade coordinates for infrastructure not surveyed as a part of the City's original UMP survey utilizing GPS technology and other resources as necessary. CMI staff will provide training, assistance and technical support to the City in converting this data to shapefiles for ultimate inclusion in the existing personal geodatabase. Phase IV - Creatinl! Line Work for New Data: The City will create line work for newly-collected water and sewer data. CMI staff will provide training and technical support to the City as required in accomplishing this phase. Phase V - Consultant's Review of New Data: CMI staff will provide quality-control review of methodologies used to create and combine new feature classes prepared by City staff in Phase IV in preparation for the City's pre-publication review. CMI assumes no liability as to the accuracy of data gathered by City staff. Phase VI - City's Pre-Publication Review & Edits: City GIS Staff will provide completed maps of the City's water distribution and wastewater collection systems for final review by the Public Works Department. Public Works Staff will review, provide comments and forward the edited maps to the City GIS Division for final edits in preparation for publication. Phase VII - Publication of UMP Data: CMI staff will be responsible for preparation of final UMP mapping and data in the following formats: 1. UMP Map Books (25 individual books, 11" x 17" sheets, 1 :200 scale). Each book will contain individual sheets for water system and sewer system. 2. City-wide Intranet access to completed UMP data. DELIVERABLES · Check sheets containing converted feature points and newly created polyline feature classes as prepared in Phase II for review and markups by Public Works Department staff . Two CDs/DVDs of the completed electronic files created in Phase II · 25 UMP Map Books printed on 11" x 17" paper at a scale of 1" to 200'. FEE FOR SERVICES Claunch & Miller, Inc.'s fee for this project is a not to exceed amount of $60,000. Claunch & Miller, Inc. will submit monthly invoices with status reports for all work completed to invoice date. ADDITIONAL SERVICES Additional services beyond those described within this scope of services will be invoiced on the basis of direct labor cost times a factor of 2.99 and direct cost plus 10%. No additional services will be invoiced without prior authorization from the City. Claunch & Miller, Inc. appreciates the opportunity to submit this proposal and work with the City of La Porte on this important project. Sincerely, c~x~rf~ Christopher E. Claunch, P.E. President CONTRACT FOR SERVICES This CONTRACT for GIS services entered into by and between the City of LA PORTE, TX, hereinafter called LA PORTE, and Claunch & Miller, Inc., hereinafter called CMI; WITNESSETH THAT: WHEREAS, LA PORTE desires to engage CMI to provide professional services; and, WHEREAS, LA PORTE finds that the proposed Scope of Services and terms of this Contract are acceptable; and, WHEREAS, CMI desires to provide said services and agrees to do so per terms of compensation and conditions as hereinafter set forth, NOW, THEREFORE, the parties hereto do mutually agree as follows: 1. Employment of CM!. LA PORTE hereby engages CMI and CMI hereby agrees to perform professional services as hereinafter set forth in Attachment "A" - Scope of Services". 2. Scope of Services. CMI shall perform, in a professional manner, the services set forth in Attachment "A" - Scope of Services which outlines the services and schedules associated with each task order. 3. Extra Services. CMI may provide extra services, not specifically called for in the task order agreements, only upon written authorization of LA PORTE. 4. Time of Performance. CMI will commence work on or as soon as practicable after the date of execution this contract. All work as set forth in the "Scope of Services" shall be completed within the time specified assuming timely submission of all required data by LA PORTE. If LA PORTE requests modifications to the "Task Order Agreements", the time of performance of CMI shall be adjusted appropriately. CMI'S services under this Contract, and any Task Orders, shall be considered complete when the deliverables for that phase have been accepted by LA PORTE. 5. MeetinQs. This Contract includes attendance by CMI representatives at meetings, to make presentations, or to otherwise discuss and review the progress of task orders with LA PORTE. 6. Reports. CMI shall prepare and submit progress reports as requested by LA PORTE. 7. Compensation. CMI agrees to perform services required to complete each task as defined in Attachment "A" - Scope of Services. LA PORTE agrees to compensate eMI for such services as set forth in "Attachment "A" - Scope of Services" for an amount not to exceed Sixty Thousand Dollars ($60,000). 2 Payment to CMI by LA PORTE will be made based on monthly invoices of work completed to date. 8. Personnel. CMI represents that it has, or will secure at its own expense, all personnel required to perform the services under this Contract and that such personnel will be fully qualified to perform such services. 9. Responsibilities. of LA PORTE. It is agreed that LA PORTE will have the following responsibilities under this Contract: a. The provision of all available information, data, reports, records, and maps to which LA PORTE has access and which is required by CMI for the performance of the services provided for herein. b. Provide assistance to and cooperation with CMI in obtaining any additionally required material(s) that LA PORTE does not have in its immediate possession. c. Making available the services of LA PORTE as necessary to obtain information required to perform the tasks set forth in Attachment "A" - Scope of Services. d. The designation of a single representative who will be authorized to make necessary decisions on behalf of LA PORTE and who will serve to provide the necessary direction, assistance and coordination for the project. All such responsibilities of LA PORTE shall be conducted in a timely manner and without undue delay so as not to hinder CMI in the performance of its services. 10. Delavs Bevond the Control of CM!. It is agreed that events beyond the control of CMI or LA PORTE may occur which delay the performance of the Scope of Services. In the event that performance of the Scope of Services by CMI is delayed beyond its control, CMI shall notify LA PORTE of such delay and the reasons therefore, and LA PORTE shall extend the time of performance appropriately. 11. Dispute Resolution. The parties shall attempt in good faith to promptly resolve any controversy or claim arising out of or relating to this agreement through negotiation between senior executives of the parties who have the authority to resolve the dispute. The disputing party shall provide the receiving party written notice detailing the nature of the dispute. Within ten (10) days after receipt of said notice, the receiving party shall submit its written response to the disputing party. The notice and response shall include the following: 3 (a) a statement of each party's position with a summary of the evidence and arguments supporting its position, and (b) the name and title of the executive who will represent that party. The senior executives shall meet at a mutually acceptable time and place within twenty (20) days of the date of the disputing party's notice and thereafter as often as reasonably necessary to exchange relevant information and to attempt to resolve the dispute. If the controversy or claim has not been resolved within thirty (30) days from the meeting of the senior executives, the parties shall endeavor to settle the dispute by mediation under the Center for Public Resources Model Procedure for Mediation of Business Disputes or pursue amicable termination. 12. Chanoes. LA PORTE or CMI may, from time to time, request modifications or changes in the Task Order Agreement. Such changes, including any increase or decrease in the amount of CMl's compensation, which are mutually agreed upon by and between LA PORTE and CMI, shall be incorporated in written amendments to this contract. 13. Termination of Contract. This Contract and/or any Task Order Agreement under this Contract may be terminated by either LA PORTE or CMI with fourteen (14) days written notice. In the event of such termination, all finished or unfinished documents, data, studies, surveys, drawings, maps, models, photographs, and reports prepared by CMI shall, at the option of LA PORTE, become its property. CMI shall be entitled to receive just and equitable compensation for work accomplished prior to the termination. 14. Assionabilitv. This Contract shall not be assigned or transferred by either CMI or LA PORTE without the prior written consent of the other. 15. Liabilitv and Standard of Care. CMI shall perform services for LA PORTE in a professional manner, using that degree of care and skill ordinarily exercised by consultants similar projects. The total liability of CMI whether in contract, tort (including negligence, whether sole or concurrent), or otherwise arising out of, connected with, or resulting from the services provided pursuant to this agreement, shall not exceed the total fees paid for the Work Order Agreement in question, or fifty thousand dollars, whichever is less. LA PORTE acknowledges that CMI is a Corporation and agrees that any claim made by LA PORTE arising out of any act or omission of any director, officer or employee of CMI in the execution or performance of this agreement shall be made against CMI and not against such director, officer, or employee. 4 CMI will maintain the following minimum limits of insurance during the term of this agreement: 1. General Liability Each Occurrence: Fire Damage (Anyone fire) Medical Expenses (Anyone person) Personal & Adv Injury General Aggregate $1,000,000 $50,000 $5,000 $1,000,000 $2,000,000 $1,000,000 2. Automobile Liability - Combined Single Limit 3. Worker's Compensation Statutory Each Accident Each Disease - Each Employee Each Disease - Policy Limit $100,000 $100,000 $500,000 Payments. LA PORTE will make payments to CMI as outlined in Attachment "A" - Scope of Services. CMI will not exceed this amount without prior written authorization from LA PORTE. IN WITNESS WHEREOF, CMI and LA PORTE have executed this Contract as of the date written below and under the laws of the State of Texas. LA PORTE, TX /1 By: dfl~tu _ c{).eCt/~ () Title: t_/ KI trY! -a t1 a t1 ~ v- I 0 Date: I~ - Ole; -D!) Claunch & Miller, Inc. (CMI) By: tt':-Af-- c! aL. Title: ~'Y'"' ~ ',tJ....~ Date: ,- 03 - p~ 5 ATTACHMENT "A" - SCOPE OF SERVICES Claunch & Miller, Inc. (CMI) will work to assist LA PORTE in the completion of its Utility Mapping Program (UMP) goals. The primary objective of this program is to survey, map and publish comprehensive data relating to the City's public water and sanitary sewer systems. In addressing this project, five (5) primary tasks are required of CM!. Each task is detailed below under "Task Order Agreements". CMI will provide technical expertise to LA PORTE to survey, map and publish comprehensive data relating to the City's public water and sanitary sewer systems. Completion of LA PORTE's UMP and all related deliverables will occur no later than December 15, 2006. TASK ORDER AGREEMENTS . Task Order No.1 - Convertine: Orie:inal Data (Phase II of Proposal): The consultant will map all feature points, create line work, establish standard symbology and design attribute tables for all utility points and lines from the City's original utility mapping program. . Task Order No.2 - Collectine: New Data (Phase III of Proposal): The consultant will provide training, assistance and technical support to the City in converting this data to the GIS environment. . Task Order No.3 - Creatine: Line Work for New Data (Phase IV of Proposal): The consultant will provide training and technical support to the City as required. . Task Order No.4 - Consultant's Review of New Data (Phase V of Proposal): The consultant will provide quality-control review of new data in preparation for the City's pre-publication review. . Task Order No.5 - Publication of UMP Data (Phase VII of Proposal): The consultant will be responsible for preparation of fmal UMP mapping and data in the following formats: 1. UMP Map Books (25 individual books, 11" x 17" sheets, 1 :200 scale). Each book will contain individual sheets for water system and sewer system. 2. City-wide Intranet access to completed UMP data. REQUEST FOR CITY COUNCIL AGENDA ITEM Appropriation Agenda Date Requested: December 12tb. 2005 Requested By: Wayne J. S~ Department: Plannine: Source of Funds: N/A Account Number: N/A Amount Budgeted: N/A Report: _Resolution: _Ordinance: l Amount Requested: Exhibits: 1. Ordinance 2. Area Map Budgeted Item: _YES -LNO SUMMARY & RECOMMENDATION The City has received an application from Aldersgate Trust to vacate, abandon and close the Bellaire Avenue Right-Of-Way within the Bayshore Park Addition to the City of La Porte. The applicant seeks closure of this Right-Of-Way to facilitate future development. In reviewing the application, the Public Works Department has indicated that an existing 6" Water Line is located along the South Right-Of-Way of Bellaire Avenue for which an easement shall be retained. Each of the City's franchised utility companies (i.e. Centerpoint Energy, SBC & Time Warner Connnunication) has received notification of the closing and each has submitted letters of I' no objection. In accordance with Section 62.35 of the Code of Ordinances, Staffhas arranged for an independent appraisal to be conducted of the Right-Of-Way in question. As a result, the fair market value of the subject property has been assessed at $1.25 per square foot. The City has received compensation in the amount of$19,585.54 (75% of Fair Market Value as per the ordinance) from the applicant for the closing, which contains a total of20,835.68 square feet. Recommendation: Staff reconnnends that City Council authorize vacating, abandoning, and closing of the Bellaire Avenue Right-Of-Way within the Bayshore Park Addition to the City Of La Porte, as petitioned by the applicant. Action Required of Council: Consider approval of ordinance to vacate, abandon, and close the Bellaire Avenue Right-Of- Way, within the Bayshore Park Addition to the City Of La Porte. Approved for City Council Agenda / cJ,. - ~---{) ;) Date ORDINANCE NO. 2005- ~g&D AN ORDINANCE VACATING, ABANDONING AND CLOSING THE BELLAIRE AVENUE RIGHT-OF-WAY, BAYSHORE PARK ADDITION TO THE CITY OF LA PORTE, HARRIS COUNTY, TEXAS; RETAINING A WATERLINE EASEMENT; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; AND PROVIDING AN EFFECTIVE DATE HEREOF. WHEREAS, the City Council of the City of La Porte has been requested by the record owner of all of the property abutting the hereinafter described alleys in Bellaire Avenue Right-Of-Way, Bayshore Park Addition to the City Of La Porte, Harris County, Texas; to vacate, abandon, and permanently close the hereinafter described Bellaire Avenue Right- Of- Way, Bayshore Park Addition to the City Of La Porte, Harris County, Texas; and WHEREAS, the City Council of the City of La Porte has determined and does hereby find, determine, and declare that the hereinafter described Bellaire A venue Right-Of- Way, Bayshore Park Addition to the City Of La Porte, Harris County, Texas, is not suitable, needed, or beneficial to the public as a public road, street, or alley, and the closing of hereinafter described Bellaire Avenue Right-Of-Way, Bayshore Park Addition to the City Of La Porte, Harris County, Texas, is for the protection of the public and for the public interest and benefit, and that the hereinafter described Bellaire Avenue Right- Of- Way, Bayshore Park Addition to the City Of La Porte, Harris County, Texas, should be vacated, abandoned, and permanently closed. 2 BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: Section 1. Under and by virtue of the power granted to the City of La Porte under its home rule charter and Chapter 253, Section 253.001, Texas Local Government Code, the hereinafter described Bellaire Avenue Right-Of-Way, Bayshore Park Addition to the City Of La Porte, Harris County, Texas, is hereby permanently vacated, abandoned, and closed by the City of La Porte, to wit: The entire Bellaire Avenue Right-Of-Way, Bayshore Park Addition to the City Of La Porte, Harris County, Texas, containing twenty thousand, eight hundred thirty- five and sixty-eight hundredths (20,835.68) square feet as generally illustrated on Exhibit "A" attached hereto and made part of herein; Provided, however, the City of La Porte saves and excepts a public utility easement for the exclusive use and benefit of the City of La Porte. Said public utility easement shall be further subject to the provisions and restrictions contained in Sections 2, 3, & 4 of this ordinance. Section 2. As a condition of passage and approval of this ordinance, the City of La Porte hereby retains a waterline easement across this portion of the Bellaire Avenue right-of-way, which waterline easement shall be sixteen (16) feet in width and lies eight (8) feet on either side of the centerline of the existing six (6) inch diameter waterline in the right-of-way. The City of La Porte, for itself, its successors and assigns, shall have the perpetual right, privilege and easement, with appropriate rights of ingress and egress and reasonable working area for construction and maintenance, to enter upon and construct, reconstruct, maintain, operate, inspect, replace, restore, repair, and remove public utility facilities, together with all necessary improvements in, over, under, through, and across the public utility easement described in Section 2 of this ordinance. 3 Section 3. No building, awning, overhang, or other structure may be placed on, over, or across the public utility easement described in Section 2 of this ordinance. Provided, however, nothing in this paragraph shall prevent the right of the owner of said property to landscape or otherwise use the surface of said public utility easements so long as such use is not inconsistent with the rights of the City of La Porte as described in Section 2. The City of La Porte shall not be obligated to restore or repair any such landscaping or other improvements disturbed, damaged, or removed by the exercise of such public utility rights and privileges described in Section 2. Section 4. The public utility easements retained in Section 2 and the provisions and restrictions contained in Sections 2 & 3 of this ordinance may be redefined by mutual agreement between the property owner and the appropriate franchised utility and or the City of La Porte. Section 5. The City Council officially finds, determines, recites, and declares that a sufficient written notice of the date, hour, place, and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the City for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered, and formally acted upon. The City Council further ratifies, approves, and confirms such written notice and the contents and posting thereof 4 PASSED AND APPROVED, TIDS / d.{/-DAY OF IJ.lC- 2005. CITY OF LA PORTE By ~~~~-- Alton Porter, Mayor ATTEST: vtr; d6{/;~ ~~ Martha Gillett, City Secretary AP~ Knox W. Askins, City Attorney REQUEST FOR CITY COUNCIL AGENDA ITEM Agenda Date Requested: Bud2:et Requested By: Rohert Swanaean Source of Funds: Department: HUAlBR R.ellgtlr~ell Account Number: Report: Resolution: X Ordinance: Amount Budgeted: Exhibits: "A" Emergency Pay Policy Ordinance ~ 00 3 . ~84 A- Amount Requested: Exhibits: Budgeted Item: YES NO Exhibits SUMMARY & RECOMMENDATION When an emergency impacts City of La Porte employees' work schedules and status during emergency conditions and a "state of emergency" has been determined by the City Manager, the Emergency Pay Policies are to be implemented. The City Manager may grant emergency administrative leave with pay and lor after the occurrence of a disaster, whether natural or man-made. Implementation of this Emergency Pay Policy would ensure a uniform and equitable pay system is in place to both exempt and non-exempt employees who are required to work. The City of La Porte Employee Polices Handbook should be amended to include The Emergency Pay Policy in Section III, Compensation and Benefits as item #12. This policy was approved by City Manager before hurricane to ensure (1) employees well protected and granted hazard incentives to work the event and (2) documentation was in order to be eligible for FEMA reimbursement during disaster times. Information for this policy was solicited from other cities and customized by the executive team to best fit our needs. Action Required by Council: Ratify the Emergency Pay Policy, retroactive to effective date of 9/21/2005. Ju~Q~ cl003-:.l.t..t'i?t! ~ J.) ---f? ~ ,20() 3 APJj;1;;;g;J;; dL- Debra B. FeazeIle, City Manager 'j. /c2- 7-(}5 Date ORDINANCE NO. 2684-A AN ORDINANCE ADOPTING THE CITY OF LA PORTE EMPLOYEE POLICIES HANDBOOK DATED SEPTEMBER 21, 2005, PROVIDING A SEVERABILITY CLAUSE, FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW, AND PROVIDING AN EFFECTIVE DATE HEREOF. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: Section 1. The City Council of the City of La Porte hereby adopts the "City of La Porte Employee Policies Handbook" dated September 21, 2005, a true and correct copy of which is attached to this Ordinance as Exhibit "A", incorporated by reference herein, and made a part hereof for all purposes. Section 3. The City of La Porte Employee Policies Handbook hereby adopted, shall supersede all previous City of La Porte Personnel Policy Manuals and City of La Porte Employee Policies Handbooks heretofore adopted by the City Council of the City of La Porte, on its effective date of September 21, 2005. Section 3. If any section, sentence, phrase, clause, or any part of any section, sentence, phrase, or clause, of this Ordinance or the City of La Porte Employee Policies Handbook hereby adopted, shall for any reason, be held invalid, such invalidity shall not affect the remaining portions of this Ordinance, or said Employee Policies Handbook, and it is hereby declared to be the intention of this City Council to have passed each section, sentence, phrase or clause, or part thereof, irrespective of the fact that any other section, sentence, phrase or clause, or part thereof, may be declared invalid. Section 4. The City Council officially finds, determines, recites, and declares that a sufficient written notice of the date, hour, place and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the city for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. Section 5. This Ordinance shall be effective from and after its passage and approval, and it is so ordered. The City of La Porte Employee Policies Handbook adopted by this Ordinance, shall be effective from and after September 21, 2005. PASSED AND APPROVED, this 12th day of December, 2005. CITY OF LA PORTE ~tJ.'P~ By: Alton Mayor ATTEST: 0Yltwi#- AAJ) Martha A. Gillett City Secretary APPROVED: ~'l~ Cl rk T. Askins Assistant City Attorney 2 City of La Porte EMPLOYEE POLICIES HANDBOOK Effective January 1 , 2004 Revised September 21,2005 CONTENTS I. General Provisions 1. I ntraduction 4 2. Equal Employment Opportunity 5 3. Policy Against Harassment 5 4. Applicability 6 5. Definitions 6 II. Employment and Appointments 1. PROMOTIONS 8 2. TEMPORARY PROMOTIONS 8 3. TRANSFERS 8 4. ADMINISTRATIVE TRANSFERS 9 5. LATERAL TRANSFERS -INTER DEPARTMENTAL 9 6. LATERAL TRANSFERS -INTRA DEPARTMENTAL 9 7. VOLUNTARY DEMOTIONS 9 8. INVOLUNTARY DEMOTIONS 10 9. ApPOINTMENTS 10 10. EMERGENCY TEMPORARY ApPOINTMENTS 11 11. BENEFITS 11 12. INTRODUCTORY EMPLOYMENT PERIOD 11 13. NEPOTISM 11 14. RESIDENCE 12 III. Compensation and Benefits 1. POSITION CLASSIFICATIONS 13 2. SALARY ADMINISTRATION 13 3. METHOD OF PAYMENT 13 4. SEPARATION PAY 13 5. OVERTIME PAY 13 6. STANDBY PAY 14 7. LONGEVITY PAY 14 8. JURY DUTY 15 9. RETIREMENT 15 10. CERTIFICATION PAY 15 11. EDUCATION REIMBURSEMENT 15 12. EMERGENCY PAY POLICY 16 IV. Leaves and Absence 1. Hours of Work 22 2. Attendance 22 Employee Policies Handbook/Page 2 3. Excused Absence 22 4. Unexcused Absence 23 5. Repeated Unexcused Absences 23 6. Holidays 23 7. Vacation Leave 24 8. Sick Leave 25 9. Military Leave 27 10. Bereavement Leave 27 11. Administrative Leave 27 12. Leave Without Pay 28 13. FMLA Leave 28 14. Absences in Excess of 120 Calendar days 30 V. Regulations and Conduct 1. Standards of Job Performance and Conduct 31 2. Work Standards 31 3. Misconduct 31 4. Personal Appearance 32 5. Employee Financial Obligations 32 6. Operation of City Owned Vehicles and Equipment 32 7. Outside Employment 32 8. Use of City Property 33 9. Smoking 33 10. Drugs and Alcohol 33 VI. Discipline, Reviews, and Complaints 1. Discipline 34 2. Employee Complaints 37 3. Texas Whistle Blowers Act 37 VII. Non-Disciplinary Termination 1. Voluntary Termination 38 2. Inability to Perform Job 38 3. Termination due to Reorganization or Economics 38 VIII. Personnel Records and Searches 1. Personnel Files 39 2. Searches 39 Employee Policies Handbook/Page 3 I. GENERAL PROVISIONS 1. Introduction This Employee Policies Handbook is intended to give you information about the main features of the City of La Porte's employment policies, benefits and certain other general information. It does not and is not intended to cover all these matters in detail. The policies contained in the Employee Policies Handbook are not intended to create, nor are they to be construed to constitute, a contract between the City of La Porte and its employees. Nothing contained in these policies shall create an entitlement to, or property interest in, continued employment with the City. This policy manual supersedes any and all previous personnel policy manuals approved or utilized by the City of La Porte and becomes effective January 1, 2004. Department or division regulations or procedures relating to employment matters that were adopted prior to the date of these policies remain in effect, to the extent they are not in conflict with these policies. After the date of the adoption of these policies, City departments or divisions may adopt, delete, or modify written procedures relating to employment matters that are needed for the efficient operation of the department or division if not in conflict with the policies contained in the Employee Policies Handbook. The City Manager is vested with the general authority and responsibility for the conduct and administration of municipal affairs. This authority does not supersede matters of appointment reserved to the City Council by City Charter provisions. The City Manager, or designated appointee, is responsible for appointments to all positions and the establishment and maintenance of standards of efficiency. Final authority in the form of review and approval is reserved by the City Manager with regard to all matters of subjects covered by these policies. This policy manual is not intended to be the only source of City information. From time to time, you will receive additional information from your Department Director, Supervisor, and from other City publication programs. While every effort is made to make this policy manual comprehensive, it is not possible to include all details and possible exceptions to general rules. In that regard this policy manual is a guide, and not a binding legal document. The City of La Porte reserves the right to modify, revoke, suspend, terminate, or change any or all such policies and practices, in whole or in part, at any time, with or without notice. Employee Policies Handbook/Page 4 2. Equal Employment Opportunity It is the City's policy to provide equal employment opportunities for all applicants and employees. The City does not unlawfully discriminate on the basis of race, color, religion, sex, national origin, ancestry, age, disability, or veteran status. This policy applies to all areas of employment including recruitment, hiring, training, promotion, retention, compensation, benefits, transfer, and discipline. Any incident of discrimination should be reported to the employee's supervisor, division manager, department director, or human resources. Human Resources is responsible for investigating the matter. 3. Policy Against Harassment The City is committed to providing a workplace free of sexual harassment or harassment based upon race, color, religion, national origin, ancestry, age, disability, or veteran status. The City strongly disapproves of and will not tolerate harassment of employees by managers, supervisors, or co-workers. The City will also attempt to protect employees from harassment in the workplace from persons who are not employees. Harassment includes any conduct that creates an intimidating, offensive, or hostile working environment or that interferes with work performance. Some examples include racial slurs, ethnic jokes, posting of offensive statements, posters or cartoons, and similar conduct. Sexual harassment includes solicitation of sexual favors and unwelcome sexual advances or other unwelcome conduct of a sexual nature. An employee should report any incident of harassment, including work-related harassment by any City employee or any other person, promptly to the employee's supervisor, division manager, department director, or human resources. Human Resources is responsible for investigating the matter. Supervisors, division managers, or department directors who receive complaints, notification, or who observe harassing conduct must inform Human Resources immediately. An employee is not required to notify or complain first to the employee's supervisor if the employee feels uncomfortable doing so (for example, if the supervisor is the individual who is harassing the employee). However, the employee must report the complaint to a supervisory employee including supervisors, division managers or department directors, OR to Human Resources. Complaints to co-workers do not provide the City adequate notice to properly investigate complaints. Every complaint or notification of harassment that is reported to Human Resources will be investigated thoroughly, promptly, and in as confidential a manner as possible. Employee Policies Handbook/Page 5 The City will discipline any employee found to have violated this policy. Disciplinary action can range from a verbal or written warning up to and including termination. If harassment by customers or vendors occurs, corrective action will be taken following consultation with the appropriate management personnel. 4. Applicability These personnel policies shall apply to all City employees except where these policies may be in conflict with federal, state, or local legislation. Supplemental rules for all City departments may be developed within the respective departments so long as these departmental policies do not conflict with City personnel policies and procedures. These policies relate only to matters of personnel management and do not include any departmental procedures, standard practices, standing orders or other technical matters. The City of La Porte Civil Service Commission regulates all classified Civil Service personnel in the Police Department and shall apply in case of any conflict with the City of La Porte Employee Policies Handbook. Where Civil Service policies are silent, the City of La Porte Personnel Policies apply. 5. Definitions The words and terms used in this Employee Policies Handbook shall cover the following meanings, unless the context clearly indicates otherwise. ABSENCE - Not at the assigned workstation during a scheduled time ABSENCE WITHOUT LEAVE - When an employee fails to report for work or to remain at work without proper notification, authorization, or excuse ABSENTEEISM - The frequent or periodic practice of not being present for work ANNIVERSARY DATE - The employee's date of hire or most recent promotion date CERTIFICATION PAY - Additional compensation for acquired skills in accordance with approved departmental certification programs CONFIDENTIAL EMPLOYEE INFORMATION - Employee records, documents, pay documents, etc. that are maintained by the City that will not be released without proper required documentation DEMOTION - A demotion is the assignment of employees from their current grade level to a grade level having a lower maximum salary Employee Policies Handbook/Page 6 DISCIPLINARY ACTION - Any process taken to correct inappropriate employee behavior ranging from verbal reprimand up to and including termination HOLIDAY PAY - A set number of paid holidays each year, approved by the City Manager INTRODUCTORY EMPLOYMENT PERIOD - A designated period of time following an appointment, reinstatement, promotion, demotion, or transfer in a City position, during which time an employee is not eligible to dispute termination NEPOTISM - Family relationships to the employee based upon consanguinity (blood relatives) or affinity (relatives through marriage) PAY FOR PERFORMANCE (PFP) DATE - The date employees are eligible for Pay for Performance Increases PROMOTION - The assignment of an employee from one grade level to another grade level having a higher maximum salary. Temporary promotions can occur for business necessity QUALIFIED - Having the minimum education, experience, and skills required to hold a certain position SPECIAL AWARD DAY - A day off with pay for an employee receiving a special award designated by the City SUSPENSION - A disciplinary action in which the employee is restricted from working and receiving pay for a specified period of time TEMPORARY EMPLOYEE - Non-permanent employees hired for a specified period of time Employee Policies Handbook/Page 7 II. EMPLOYMENT AND APPOINTMENTS I. Promotions The City will attempt to provide promotional opportunities to existing employees, when possible. A selection process may be limited to qualified City employees, or such employees may be given preference in application or consideration. Opportunities for promotion across organizational lines shall also be possible, contingent on business necessities at the time. All promoted employees shall serve a 6-month Introductory Employment Period in the new position. The following procedures apply to promotions: 1. Departments notify Human Resources of all existing and anticipated vacancies 2. Human Resources posts the vacancies by sending job announcements to posting sites located throughout the City 3. Job announcements shall be posted and remain open for a minimum of 3 working days 4. All applications must be received and processed through Human Resources in order to be considered When, in the course of the normal budget process, a currently filled position will no longer exist, but will be replaced with a position having a higher classification, the employee in the former position may be promoted to the new grade level without the formal hiring process. 2. Temporary Promotions The City Manager may authorize a temporary promotion if a position is vacant or its regular incumbent is absent. Temporary promotions are for a specific period of time as determined by the City Manager. Employees temporarily promoted may be additionally compensated for the duration of their temporary assignments according to the promotional grade level. (Ref. City policies Compensation for Temporary Assignments, and Salary Administration of the Personnel Policy approved by Council as subsequently amended). Employees temporarily promoted shall not acquire any status or rights in the class to which they are temporarily assigned. 3. Transfers The City will attempt to transfer employees wishing to transfer when it does not adversely affect the City's interests or the interests of other employees. Employee Policies Handbook/Page 8 The following terms shall govern all transfers: 1. A 6-month Introductory Employment Period shall be served in the new position. 2. If the employee is not satisfied in any way during the introductory period, the employee may request a transfer back to the former position, providing it has not been filled and the affected Department Directors and Human Resources approve the return to the former position. 3. Should the employee fail to meet the Introductory Employment Period and their former position is no longer vacant, the employee may be separated from the City's service. 4. Administrative Transfers An administrative transfer is an assignment of an employee from one position to another not involving promotion or demotion. A transfer may be for administrative convenience or upon request of the employee, provided the employee is qualified for the position. Transfers between grade levels or between departments shall become effective following recommendation by Human Resources and approval by the City Manager. 5. Lateral Transfers -Inter Departmental A lateral transfer is the transfer of an employee between two departments and within the same grade level, provided the employee is qualified for the position. 6. Lateral Transfers - Intra Departmental Nothing within this section shall prevent a Department Director from transferring an employee within the department to another position within the same department, provided the new position is a lateral move (comparable job description and pay grade level). Administrative, Interdepartmental, and intradepartmental lateral transfers shall abide by the same terms as above, excluding the 6-month introductory period, and do not require a posting of the job opportunity announcement. 7. Voluntary Demotions Voluntary Demotions require the approval of the Department Director, the Human Resources Manager, and the City Manager, and will be considered only if they are in the best interest of the City. If approved, employees may be administratively demoted at their own request, or as an alternative to layoff. Such demotions shall not be considered disciplinary actions or disqualify the Employee Policies Handbook/Page 9 employee involved from consideration for future advancement. Demotions resulting from alternatives to layoffs may be fully or partially rescinded at any time. Demoted employees shall successfully complete a 6-month introductory period, but will not be eligible for a salary adjustment until one-year from date of demotion. 8. Involuntary Demotions Involuntary Demotions require the approval of the Department Director, Human Resources, and the City Manager. This action may be taken for disciplinary purposes. An employee involuntarily demoted shall not be disqualified from consideration for future advancement. 9. Appointments The purpose of categorizing positions within the City service is to designate the nature of the position's work routine as well as to clarify the eligibility of benefits provided to the particular type of position. There are two types of appointments: Regular and Temporary. Regular appointments are further divided into: Regular Employees 1. Regular full-time employees are those who work a minimum of 40 hours per week, or 53 hours per week for 24-hour shift personnel, but are not employed for only a specific period of time or for a special job task or project. 2. Regular part-time employees are those who work less than 40 hours per week on a regular basis. Regular part-time employees in the 24-hour shift job class may work over 40 hours per week, but less than 53 hours per week. Temporary Employees 1. Temporary full-time employees are those who work a minimum of 40 hours per week, or 53 hours per week for 24-hour shift personnel, but are employed only for a specific period of time or for a special job task or project. 2. Temporary part-time employees are those who work less than 40 hours per week, or less than 53 hours per week for 24-hour shift personnel, for a specified period of time or for a special job task or project. Employee Policies Handbook/Page 10 10. Emergency Temporary Appointments During an emergency, if City employees are unable to provide the necessary services, the City Manager may immediately fill positions without regard to normal selection and appointment methods. Such appointments shall be for periods not to exceed 30 working days. Persons receiving emergency temporary appointments are not eligible for benefits other than worker's compensation coverage. 11. Benefits Regular full-time employees are eligible to receive the full scope and level of benefits offered by the City. Regular part-time employees are not eligible to receive any benefits other than worker's compensation coverage. Temporary employees, whether full-time, part-time or emergency temporary appointments, are not eligible to receive any benefits other than workers' compensation coverage. 12. Introductory Employment Period Department Directors and supervisors shall use the 6-month (1-year for Civil Service) Introductory Employment Period to closely observe and evaluate the employee and if necessary recommend corrective actions to better fulfill the expectations of the job description. Only those employees who maintain acceptable work performance during their introductory periods shall be retained. The City's Review of Disciplinary Action Policy does not apply to anyone terminated during the introductory employment period. An introductory employee's employment period may be extended up to an additional 60 days. Any introductory employment extensions must have the City Manager's approval prior to any action being taken. 13 Nepotism No person related, within the second degree affinity, or within the third degree by consanguinity, to the Mayor or any Councilperson or to the City Manager shall be employed or appointed to any office, position, or clerkship of the City. This prohibition shall not apply, however, to any person who shall have been employed for 6 months or more by the City at the time of the election or appointment of the officer to whom he or she is related. (City Charter Provision 8.02, subsection c., as amended by Texas Government Code, Section 573.062, subsection [a] [8]). Employee Policies Handbook/Page 11 Second degree of affinity includes spouse (including unmarried domestic partners), stepchildren, spouse's grand children, mother-in law, father-in-law, brother-in-law, sister-in-law, spouse's grand parents. Third degree of consanguinity includes children, grand children, great grand children, parents, brother, sister, nephews, nieces, grand parents, uncles, aunts, great grand parents. An applicant may not be hired as a full-time or part-time regular employee in any department if that department already employs a person who is within the second degree of affinity or third degree of consanguinity of the applicant. If an employee becomes within the second degree of affinity or third degree of consanguinity of another employee who works in the same department, neither employee may be promoted to any position that has any supervision or authority over the other either directly or through the chain of command. No employee may supervise or be supervised by a person who is within the second degree of affinity or third degree of consanguinity. Two or more employees within the second degree of affinity or third degree of consanguinity may not report to the same supervisor. In the event two City employees are in violation of the nepotism policy, both employees shall be consulted and the two employees, jointly, shall make the decision as to which one shall leave City employment. In such cases where the two employees cannot reach agreement within 10 days of written notice, the City Manager shall make the decision to which one shall leave City employment, which decision shall be binding and final. 14. Residence There shall be no absolute requirement of residence for City employment except as may be required by law or City Charter. Employees who may be subject to emergency call and/or periodic service in a stand by status may be required to establish residency within a reasonable distance from the principle work site, to assure a timely response, as determined by each departmental rules and policies. Employee Policies HandbooklPage 12 III. COMPENSATION & BENEFITS 1. Position Classifications All City positions are classified as either exempt or nonexempt, and paid in accordance with the Fair Labor Standards Act. 2. Salary Administration The City may have one or more salary schedules that correspond with the position classification plan. All salary schedules shall be administered in accordance with the City policy Salary Administration of the Personnel Policy approved by Council as subsequently amended. 3. Method of Payment Employees shall receive a bi-weekly paycheck. The paycheck will ordinarily cover the preceding pay period. A pay period is completed every 2 weeks and ends the Sunday prior to the next Friday payday. If a payday falls on a holiday, paychecks will be issued the last business day prior to the holiday. Employees may receive a paycheck 1 day early in accordance with procedures issued by the Director of Finance. Paychecks may be given to someone other than the employee if the employee provides proper notification to the representative responsible for check distribution. 4. Separation Pay Employees who terminate employment with the City in accordance with the Exit Interview Procedures issued by Human Resources will be paid accrued benefits and will be paid in accordance with Article 5155 of the Revised Civil Statutes of Texas. Any employee who does not return City issued property will have the cost of the City's property deducted from the final paycheck. 5. Overtime Pay Employees shall work overtime hours only when-necessary and not without prior approval of their Department Director. Overtime hours are computed at the rate of one and one-half times the regular hourly rate of pay. The City follows the Fair Labor Standards Act (FLSA) in administering overtime pay. Employee Policies Handbook/Page 13 Under the Fair Labor Standards Act and amendments of 1985, the City of La Porte has elected to utilize exception 7 (k) and has established a 28-day work cycle for its Firefighters who regularly work 24-hour shifts. The recognized average workweek for these employees is 53 hours. For 24-hour Firefighter shift personnel, the workweek shall begin and end at the start of the first work shift after the first Sunday midnight in the 28-day work cycle. Calculation of overtime pay for 24-hour Firefighter shift personnel shall be based on the number of hours worked over 212 in a 28-day work cycle. Overtime pay will be calculated and employees compensated for hours worked over 212 at the conclusion of the 28-day cycle or every other payday. Hours worked is defined for all personnel to mean hours of physical presence at a job site. When an overtime eligible employee who is on scheduled time off is required to work unscheduled hours during the same work week as the scheduled time off, the scheduled time off will be counted as "hours worked" thereby allowing the employee to be eligible for overtime pay. For purposes of this policy, scheduled time off is: 1. Approved holiday leave 2. Jury duty 3. Military leave 4. Vacation 6. Standby Pay Employees who are required to be on standby duty shall be compensated at a predetermined rate of pay while on standby status. Employees scheduled for standby duty must be able to be at the work site within 1 hour of the call to work. Employees who work overtime during their assigned standby duty period shall be paid at one and one-half times their regular basic hourly pay rate in accordance with FLSA, as well as the predetermined standby duty pay rate. Standby pay shall not be paid to any employee: 1. Who is placed on standby due to emergency situations such as hurricanes and floods 2. Who is placed on standby while awaiting court proceedings 7. Longevity Pay Longevity pay is a benefit for length of continuous regular full-time employment with the City. On the first of December each year all regular full-time employees Employee Policies Handbook/Page 14 who have completed one full year's service with the City, will be paid this benefit. The benefit is calculated on the basis of the number of months of continuous service, not to exceed 300 months, at the rate established by the City Council. 8. Jury Duty Employees shall be granted leave of absence from regular work hours when called for jury service. This authorized absence is for the duration of the scheduled jury service only. Employees who miss regularly scheduled work hours due to jury service shall return to work upon completion of daily jury service, provided there are regular work hours remaining. Employees on authorized leave for jury service shall receive compensation at their regular pay rate, in addition to any pay received for jury service. Documented jury service slips must be furnished to the Department Director in order for the absence to be authorized. 9. Retirement All regular full-time employees are required to participate in the Texas Municipal Retirement System. The provisions of the retirement program are covered in the TMRS Handbook, available in Human Resources. 10. Certification Pay Departments with an approved certification pay program shall administer certification pay. The City Manager has the final authority for approving or disapproving departmental certification programs. 11. Education Reimbursement It is the City's policy to provide education reimbursement in order to help employees develop current and potential future job skills. The Education Reimbursement Policy and Procedures are maintained and administered by Human Resources. Highlights of the policy include, but are not limited to: 1. Only regular full-time employees are eligible 2. Employees must attend courses during off-duty hours and will not be compensated for their course work as hours worked 3. The course(s) must be directly related to the employee's job, and must be approved prior to registration by the Department Director and Human Resources Employee Policies Handbook/Page 15 4. The City will reimburse the employee's cost of tuition, lab fees, books, valid campus parking fees, and building uses fees. The employee must receive a passing grade of C or above in order to receive reimbursement. 5. The City will not reimburse courses covered by Veteran or other educational assistance programs, nor does it cover any incidental expenses such as deposits, supplies, or other personal expenses. 6. The City may prepay continuing education courses required through established goals and objectives on an employee's evaluation, with approval by the Department Director. A certificate of completion shall be required and shall be turned in to the Human Resources Division for placement in the employee's file. Any employee who does not complete a prepaid course, or does not submit a certificate of completion, shall be excluded from any future prepaid options. 12. EMERGENCY PAY POLICIES POLICY When an emergency impacts City emplovees' work schedules and status during emergency conditions and a "state of emergencv" has been determined bv the City Manager, the City Manager may grant emergency administrative leave with pay and/or after the occurrence of a disaster, whether natural or man-made. If it is determined that a civil emergency condition exists, including, but not limited to, riots, civil disorders, severe weather or hurricane conditions, other natural disasters, chemical incidents, or similar conditions, the City Manager may suspend all provisions of the City of La Porte's Personnel Rules except for those sections concerning Safety and Wages and Discipline. Scope This practice applies to all non-exempt and exempt employees, and includes civil service personnel. DECLARATION OF EMERGENCY Notification of State of Emergency: When a state of emergency is imminent or has been declared, the City Manager or designated supervisor will notify all employees through department directors or managers of such declaration. Employee Policies Handbook/Page 16 EMERGENCY PERIODS Pre-Impact Period This is the time period prior to the impending disaster and includes emergency response activities and preventive measures by the City of La Porte's departments in preparing for the impending emergency. This period begins when the City Emergency Operations Center or the City Manager declares an emergency is imminent. Emeraencv Period This is the time period during which emergency response activities and restoration of critical services are conducted to protect life and property, and most other regular City services are suspended. This period begins when the City is closed for normal business and ends when the City Manager declares it safe for all employees to return to work. Post Impact/Recoverv Period This is the time period during which activities are conducted to restore the City's infrastructure and services to pre-disaster conditions. This period begins when the City Manager declares it safe for all employees to return to work, and ends when the City Manager declares the period is over. No one is excused from work until the City Manager, through the department directors, authorizes employees to leave, even if a public announcement of office closures or suspension of services is issued. Employees must return to work as soon as an emergency is over to participate in the Post Impact/Recovery Period. Employees dismissed from work during an emergency will be on emergency paid administrative leave. Said leave will start when the employee is dismissed by his/her Department director and will continue until the City Manager declares it is safe for all employees to return to work. Employees are expected to return to work on their next scheduled day or shift following the City Manger's declaration. If an employee fails to show up for work or cannot show up for other reasons then the time lost will be Leave of Absence Without Pay, unless other paid leave (vacation, sick, etc.) is approved. The City of La Porte recognizes that employees have personal and family responsibilities that may conflict with the obligation to fulfill their iob requirements during hazardous weather or state of local emergency. When evacuation of personal residences is required, employees will be oermitted and expected to make arrangements for their families like any other citizen, including the use of authorized shelters. Employees who are not able to return to work due to emergency conditions (jor instance, they have evacuated the area and are unable to return, or they are unable to leave their residence to return to work at City facilities due to imoassable roadways, etc.) must contact their department director or designated supervisor as soon as possible and utilize aopropriate leave time. Employee Policies Handbook/Page 17 During a state of emergency, any unauthorized absence from work or assignment may be considered sufficient cause for discharge. EMPLOYEE STATUS Prior to a declaration of a civil emergency. Department Directors shall, designate "Emergency Essential" and "Emergency Non-Essential" personnel. All versonnel shall be advised of their status as of January 1st each vear. Individual emvloyee status may change. as the needs of the City change during the civil emergency. or at the discretion of the Department director. "EmerJ!ency Non-Essential" - After a needs assessment is made. some emvloyees may be temporarily dismissed from work. concurrently or successively. as determined by the emergency need and the department or function and those will be designated as "Emergency Non-Essential." They will be placed on emergency Paid Administrative Leave pursuant to this volicy. "Emergency Essential" - Each department director is responsible for identifying those employees who will be required to remain or respond in the event of emergency conditions and those employees will be designated as "Emergency Essential." "Emergency-Essential" employees may be required to be available immediately before (Pre-Impact), during (Emergency)-e.g., those within the Emergency Operations Center-and/or after the disaster or emergency condition (Post-Impact/Recovery) to perform duties directly related to the emergency conditions, as determined by City. "Post-Impact/Recovery Assigned" - Post-emergency. all City employees are considered Post-Impact/Recovery Assigned emvloyees. All City emvloyees are to return to work after the City Manager declares it is safe to do so. After the return to work, some employees may be further identified as "Essential Recovery," while others may be temporarily excused from work. The City Manager and each devartment or function is responsible for identifying those emvloyees who are essential to the quick restoration of critical services to the community. These employees designated as "Essential Recovery" employees are required to work during periods after the emergency when other employees may be dismissed on leave or furlough. Notwithstanding, an "Essential Recovery" employee will be allowed reasonable emergency paid administrative leave to secure the employee's home and family and attend to immediate personal needs resulting from the emergency. Emergencv Duty Assignment: In the event of an emergency. the City Manager may assign employees to any duty to the extent that the City is not in violation of any State or Employee Policies Handbook/Page 18 Federal Law. This includes emplovees of one devartment serving in an emergencv capacity for anv other devartment or function as assigned. COMPENSATION FOR HOURS WORKED DURING A DECLARED STATE OF EMERGENCY 1. During declared emergency status, at the director's/supervisor' approval exempt- status employee(s) may accrue compensatory time up to 160 hours. After the 160 hours are exhausted, the exempt-status employee(s) base salary will be computed to arrive at an hourly rate; then the City will pay the exempt-status employee(s) 1 1/2times their hourly rate. 2. During the Emergency Period, employees released from work or who are not required to report to work due to the emergency event shall receive pay for their normally scheduled workday. These hours shall count as "time worked" for the purpose of computing overtime for non-exempt employees and shall be clearly noted on the time sheet with the appropriate emergency coding as designated by the Finance Department. 3. During the Emergency Period non-exempt (hourly, overtime eligible) employees shall (subject to section 1) be paid at a rate of two times (2x) base straight pay for normally scheduled hours and one and one-half times (1.5x) for all hours worked outside their regular scheduled work hours during the declared emergency conditions, when other employees are allowed administrative leave, until the City Manager declares that it is safe for all employees to return to work. After such time, the employee will be paid according to the normal pay policy. 4. During the Emergency Period and Post Impact/Recovery period, exempt employees shall be compensated by receiving payor compensatory time subject to section 1 for all time worked in excess of forty (40) hours in each work week during the declared emergency/disaster and Impact/Recovery period. The rate of pay for such additional hours worked shall be equivalent to the exempt employee's hourly rate of pay computed as if the employee was not paid on a salary basis. The additional compensation shall be in addition to the employee's regular salary. Each department will provide the appropriate forms for exempt employees to document their hours worked. Nothing herein shall be construed to affect the exempt status of such employees. 5. Employees who are out on prior-approved leave or who called in sick or took unscheduled discretionary day during any of the three periods will continue to be charged for such leave. 6. All other policies concerning remuneration shall comply with the City of La Porte's Personnel Rules and the Fair Labor Standard A Employee Policies Handbook/Page 19 7. At the director's discretion, previously approved leave, vacation etc, may be cancelled when a state of emergency is imminent or declared. SUMMARY OF EMERGENCY PAY PROVISIONS Pre-Impact Period - Emergency Period - Post Impact/Recovery Period - This is the time period prior to the This is the time period during This the time period during which impending disaster. This period which emergency response activities are conducted to restore includes emergency response activities and restoration of critical the City's infrastructure and preparation activities and services are conducted to protect services to pre-disaster preventive measures by the City life and property, and most other conditions, and some City of La Porte departments in regular City services are services may be suspended. preparing for the impending suspended. emergency. Starts -County activates EGC or Starts - City is closed for business Starts - City Manager declares all the City Manager declares an Ends -- City Manager declares all clear emergency is imminent clear Ends -- As declared by Dept. Ends -City Closes for business Heads in consultation with CM FOR THOSE PERSONS DESIGNATED AS ESSENTIAL How do you pay for each period? Regular Pay practices up to 4 hours administrative leave. PIP Non-Exempt -2x for all scheduled hours EP 1.5x for all hours outside schedule. EP Exempt-1x for all hours 40+ PIR Non-Exempt-Regular Practices PIR Exempt-1 x for all hours 40+PI R How do you pay if on Pre-approved Leave? Continue to charge leave PIP Continue to charge leave EP Continue to charge leave PIR How do you pay if on a regular day off? No extra pay PIP No extra pay EP Employee Policies Handbook/Page 20 No extra pay PIR When do you require the Employee to use leave? Must take paid leave or LWOP if absent PIP Administrative Leave EP Must take a paid leave or LWOP if absent PI R FOR THOSE PERSONS NOT DESIGNATED AS ESSENTIAL How do you pay for each Period if Employee works? Regular Pay practices up to 4 hour administrative leave PIP Non-Exempt-2x for all scheduled hours 1 .5x for all hours outside scheduled EP Exempt-1x for all hours 40+ EP No-Exempt-Regular Practices PIR How do you pay if on Pre-approved leave? Continue to charge leave PIP Continue to charge leave EP Continue to charge leave PIR How do you pay if on a regular day off? No extra pay PIP No extra pay EP No extra pay PIR When do you require the Employee to use leave? Must take a paid leave or LWOP if absent PIP Administrative leave EP Must take paid leave or LWOL if absent PIP Employee Policies HandbooklPage 21 IV. LEAVES AND ABSENCE 1. Hours of Work Regular business hours are 8:00 a.m. to 5:00 p.m. Monday through Friday. Supervisors shall implement work schedules, breaks, and lunch schedules to accomplish the requirements of their departments and divisions. Individual employees may be scheduled to work special hours or shifts. 2. Attendance Employees shall be required to be at their places of work in accordance with this policy and their departmental regulations. An employee who fails to report for duty, is habitually tardy, leaves the workplace without proper authorization, or misuses leave is subject to disciplinary action up to and including termination. All departments shall maintain daily attendance records. 3. Excused Absence Examples of excused absences include: paid sick leave, vacation, holidays, jury duty, bereavement leave, and injury leave. To be eligible for an excused absence of sick leave, employees must contact their supervisor no later than 15 minutes after the start of their regularly scheduled starting time, unless superseded by departmental rules. Other excusable leaves of absence shall be pre-approved by the Department Director according to department regulations. Employees must provide their supervisor with the reason for the absence and the date and time the employee expects to return to work. The supervisor may waive the 15-minute provision due to extenuating circumstances. In order for the absence to be considered excused, an employee may be required to furnish a doctor or hospital statement to the supervisor verifying an illness or accident and medically releasing the employee from any of the following circumstances: 1. When an illness or accident caused the employee to be hospitalized. 2. When the absence was for more than 3 consecutive workdays. Twenty- four hour shift personnel may be required to submit said medical statement if absence exceeded 2 consecutive workdays. 3. When the absence occurred on a regularly scheduled workday preceding or following a holiday or regularly scheduled vacation day. Employee Policies Handbook/Page 22 4. When the employee's return to work will pose a direct threat to the safety or health of others. 5. When an employee is under the physical report status provision of the sick leave policy. 4. Unexcused Absence Unexcused absence may be defined as follows. This list is not intended to be all- inclusive: 1. Tardiness 2. Unverified sick time 3. Unauthorized time off 4. Failure to call supervisor within fifteen minutes after the start of the employee's scheduled work time. 5. Repeated Unexcused Absences Employees repeatedly incurring unexcused absences shall be subject to disciplinary action up to and including termination. Unexcused absences from work for a period of 3 full consecutive working days shall be considered as a voluntary resignation. Twenty-four hour shift personnel with unexcused absences of 2 consecutive shifts shall be considered as a voluntary resignation. 6. Holidays The following is a list of approved holidays: New Year's Day Good Friday Memorial Day Independence Day Labor Day Thanksgiving Christmas Eve Christmas Day Employee Discretionary Day January 1 Friday before Easter Last Monday in May July4 First Monday in September Fourth Thursday & Friday in November December 24 December 25 Designated by Employee If an official City holiday occurs on a Saturday, it will be observed on the Friday before. If an official City holiday occurs on a Sunday, it will be observed on the Monday after. Employee Policies Handbook/Page 23 Shift personnel will observe official City holidays on the actual day of observance. Regular full-time employees will be paid one workday's pay for each holiday. To be eligible for holiday pay, the employee must work the scheduled workdays preceding and following the holiday unless the Department Director approves an excused absence. Employees scheduled to work on a holiday, and who fail to work as scheduled, without an excused absence, will not be eligible for holiday pay. An employee required to work on a holiday will receive the holiday pay plus the overtime rate of one half times the regular rate of pay for hours worked. Official City holidays shall be considered the same number of hours as an employee's regular workday. 7. Vacation Leave The following applies for vacation leave: 1. Regular full-time employees accrue vacation leave each pay period. 2. Vacation leave shall be scheduled with the employee's supervisor as far in advance as possible. Use of vacation leave shall be at the convenience of the employee. However, vacation leave will not be allowed to interfere with the normal functions of City operations. Should there be a conflict between one or more employees regarding the dates of vacation leaves, preference may be given to the employee with the longest length of service with the City. 3. Vacation leave is accrued as follows: Employees whose regularly scheduled workweek is 40 hours: Years of Service Hours Accrued Vacation Leave Per Pay Period Per Year 1~5 3.077 80 hours 6~10 4.616 120 hours 11~15 6.154 160 hours 16+ 7.693 200 hours Employee Policies Handbook/Page 24 Employees whose regularly scheduled workday is 24 Hours and who were hired on or after October 1, 1984: Years of Service Hours Accrued Vacation Leave Per Pay Period Per Year 1-5 4.616 120 hours 6-10 7.3847 192 hours 11-15 9.2308 240 hours 16 + 12.000 312 hours Employees whose regularly scheduled workday is 24 hours and who were hired prior to October 1, 1984: Years of Service Hours Accrued Vacation Leave Per Pay Period Per Year 6+ 13.846 360 hours 1. Employees eligible for vacation are strictly prohibited from accumulating more than 1.5 times their annual accrual rate. Eligible employees are encouraged to take vacation leave each year and will not be paid in lieu of vacation leave. 2. Upon termination, employees will be paid accumulated vacation leave at a rate based upon the employee's final hourly pay rate. 3. An employee on approved vacation leave who becomes ill during the leave may have the vacation leave changed to sick leave for the period of the illness. The employee shall be required to show a medical statement, signed by a doctor, verifying the illness. 4. Vacation leave may be taken in 1-hour increments 5. An employee's designated beneficiary will be paid accumulated vacation leave upon the death of the employee. 8. Sick Leave Accrual 1. Regular full-time employees accrue sick leave at the rate of 4.62 hours per pay period and 7.39 for 24-hour shift personnel. 2. Department Directors shall be responsible for reporting sick leave on employees' time cards. Employee Policies Handbook/Page 25 3. Regular full-time employees, hired prior to November 19, 1991, who terminate shall receive, upon separation, payment for accrued but unused sick leave, not to exceed 480 hours. Twenty-four hour shift personnel, who terminate under the same conditions as above, shall be paid for accrued but unused sick leave, not to exceed 768 hours. 4. Regular full-time employees hired after November 19, 1991, and who terminate after 10 years of employment with the City, shall receive, upon separation, payment for accrued but unused sick leave, not to exceed 480 hours. Twenty-four hour shift personnel who terminate under the same conditions as stated in this paragraph, shall be paid for accrued but unused sick leave, not to exceed 768 hours. 5. Regular full-time employees hired after November 19, 1991, and who terminate prior to 10 years of employment with the City, shall not be eligible to receive payment for accrued but unused sick leave upon separation. Use An employee may use sick leave for: 1. The employee's illness or injury that prevents the employee from working 2. To receive medical care from a physician, dentist, or other health care provider 3. In the event of an illness within the employee's immediate family or household, or for routine health care appointments for the employee's immediate family or household that cannot be reasonably scheduled outside of working hours (Limited to 3 full days) 4. Sick leave exceeding 14 days must be in coordination with FMLA Leave. Sick leave exceeding 5 workdays in any 6-month period may cause an employee to be placed on physical report status. Employees under this status shall be required to submit to their supervisor a medical doctor's statement of fitness for duty upon returning to work from an illness. Failure to submit such medical statement may result in disciplinary action. Physical report status shall remain in effect for 6 months from the date of the action. Sick leave shall not be used for unexcused absences. Employee Policies Handbook/Page 26 9. Military Leave Military leave may be either military training leave or military duty leave (active duty). Military training leave shall be leave with pay. Active duty shall be leave without pay. An employee of the City and who is a member of the state military forces or a reserve component of the armed forces is entitled to leave absence from their duties on a day on which the person is engaged in authorized training or duty ordered or authorized by proper authority. During a leave of absence, the employee may not be subjected to loss of time, efficiency rating, vacation time, or salary. Leaves of absence under this paragraph may not exceed 15 days in a federal fiscal year. (Texas Government Code, Section 431.005) Regular employees who present official induction orders (draftee or reserve unit call up) to enter the United States Armed Forces, the Texas National Guard, or the Texas State Guard will be eligible for military duty leave without pay. At the time of military discharge, the employee shall be reinstated at a position comparable to what the employee would have attained had he not been on active duty. This shall include any promotions and/or pay raises for which the employee would have been eligible had the employee been at work instead of active duty. (Per Uniformed Services Employment and Reemployment Rights Act 38 U.S.C. 2021 et. seq) 10. Bereavement Leave The City will grant a maximum of 3 days bereavement leave per calendar year for an employee to attend the funeral of a family member including spouse, and the following of either the employee or spouse: child, brother, sister, parents, grandparents, or foster parents. Department Directors may approve the employee's request to take sick and/or vacation leave in addition to the 3 days bereavement leave as follows: 1. The first 3 days will be charged to bereavement leave 2. Days 4 through 6 may be charged to sick leave. Leave exceeding 6 days will be charged to vacation. 3. Employees have the option to use vacation rather than sick leave for days 4 through 6 11. Administrative Leave Employees may be ordered not to return to work and placed on administrative leave with pay when recommended by the Department Director and approved by the City Manager. Employee Policies Handbook/Page 27 12. Leave Without Pay In circumstances not falling within other provisions of these rules, the Department Director may authorize an employee to take leave without pay under such terms and conditions as may be mutually agreeable up to a maximum of 2 calendar weeks. Authorized leave without pay in excess of 2 weeks must be approved by the City Manager. 13. FMLA Leave The City offers FMLA leave pursuant to the provisions of the Family and Medical Leave Act of 1993. Employees with at least 12-months of service, and who have worked at least 1,250 hours in the last 12-months, may be eligible to take up to 12 weeks of unpaid Family/Medical Leave within any 12-month period and be restored to the same or an equivalent position upon return from the leave. The City will calculate the 12-month period by using a "rolling" 12-month period. Family/Medical Leave is defined as an approved absence available to eligible employees for up to 12 weeks under particular circumstances. Circumstances that would constitute Family/Medical Leave are as follows: 1. The birth of a child and in order to care for such a child; 2. The placement of a child with you for adoption or foster care; 3. To care for your spouse, son, daughter, or parent with a serious health condition; or 4. Because of your own serious health condition which renders you unable to perform the functions of your position. FMLA leave because of reasons (1) or (2) must be completed within the 12- month period beginning on the date of birth or placement. In addition, spouses employed by the City who request leave because of reason (1) or (2) or to care for an ill parent may only take a combined total of 12 weeks leave during any 12- month period. FMLA leave is generally unpaid. An employee must substitute accrued paid leave under certain circumstances: 1. If FMLA leave is requested because of a birth, adoption or foster care placement of a child, or to care for a spouse, child, or parent with a serious health condition, any accrued paid vacation, first will be substituted for any unpaid Family/Medical Leave. 2. If FMLA leave is requested because of the employee's own serious health condition, any accrued paid sick leave will be substituted first and then accrued paid vacation will be substituted for any unpaid leave time that does not extend the 12 week leave period. If FMLA leave is requested because of the employee's own or a covered relation's serious health condition, the employee and the relevant health care Employee Policies HandbooklPage 28 provider must supply appropriate medical certification. Medical Certification Forms may be obtained from the Human Resources Department. When FMLA leave is requested, the City will notify the employee of the requirement for medical certification and when it is due (at least 15 days after leave is requested) . Failure to provide requested medical certification in a timely manner may result in denial of leave until it is provided. The City, at its expense, may require an examination by a second health care provider designated by the City, if it reasonably doubts the medical certification initially provided. If the second health care provider's opinion conflicts with the original medical certification, the City, at its expense, may require a third, mutually agreeable, health care provider to conduct an examination and provide a final and binding opinion. The City may require subsequent medical re-certification on a reasonable basis. If medically necessary for a serious health condition of the employee or his/her child, or parent, FMLA leave may be taken on an intermittent or reduced leave schedule. If leave is requested on this basis, the City may require the employee to transfer temporarily to an alternative position (equivalent in pay and benefits) that accommodates recurring periods of absence. No loss of service credit with the City will occur as a result of the FMLA leave, but no benefit credits will accrue toward vacation or sick leave during unpaid FMLA leave. However, accruals toward vacation and sick leave may be earned during paid leave. The employee's health benefits will continue during the leave, in accordance with the City of La Porte Medical Plan Document. However, if the employee does not return to work he/she will be responsible for 100% repayment of premiums paid by the City, unless the employee cannot return to work because of a serious health condition or other circumstances beyond his/her control. Employees are responsible for payment of their dependent coverage premiums and other authorized payroll deductions while they are on FMLA leave. If the need for FMLA leave is foreseeable, the employee must give the City 30 days prior written notice. When unforeseen events occur that require FMLA leave, employees must give notice as soon as practical, ordinarily within 1 or 2 working days. Failure to provide such notice may delay approval of FMLA leave. The City has Request for Family/Medical Leave forms available from the Human Resources Department. These forms should be used when requesting leave. If FMLA leave is taken because of the employee's own serious health condition or to care for a covered relation, the employee must contact the City on the first and third Friday of each month regarding the status of the condition and their intent to return to work. Employee Policies Handbook/Page 29 Upon completion of FMLA leave because of the employee's own serious health condition, employees are required to provide medical certification that they are fit to resume work. Return to Work Medical Certification Forms may be obtained from the Human Resources Department. Employees failing to provide the Return to Work Medical Certification Form will not be permitted to resume work until it is provided. The following definitions apply for the purposes of the FMLA policy: SPOUSE - is defined in accordance with State law PARENT - includes biological parents and individuals who acted as your parents, but does not include parents-in-law CHILD - includes biological, adopted, foster children, stepchildren, legal wards, and other persons for whom you act in the capacity of a parent and who are under 18-years of age or over 18-years of age but incapable of caring for themselves SERIOUS HEALTH CONDITION - means any illness, impairment, or physical or mental condition that involves: (1) any incapacity or treatment in connection with inpatient care; (2) an incapacity requiring absence of more than 3 calendar days and continuing treatment by a health care provider; or (3) continuing treatment by a health care provider of a chronic or long-term condition that is incurable or will likely result in incapacity of more than 3 days if not treated CONTINUING TREATMENT - means (1) two or more treatments by a health care provider; (2) two or more treatments by a provider of health care services (e.g. physical therapist) on referral by or under orders of a health care provider; (3) at least 1 treatment by a health care provider that results in a regimen of continuing treatment under the supervision of the health care provider (e.g. a program of medication or therapy); or (4) under the supervision of, although not actively treated by a health care provider for a serious long-term or chronic condition or disability that cannot be cured (e.g. Alzheimer's or severe stroke) HEALTH CARE PROVIDER - includes: licensed MD's and OD's, podiatrists, dentists, clinical psychologists, optometrists, chiropractors authorized to practice in the State, nurse practitioners, and nurse midwives authorized under State law, and Christian Science practitioners 14. Absences in Excess of 120 Calendar Days After the expiration of 120 calendar days following any continuous absence due to any reason, employment will be terminated. The employee may elect to continue his or her health and dental insurance coverage under the provisions of the Consolidated Omnibus Reconciliation Act of 1985 ("COBRA"). The Employee Policies Handbook/Page 30 employee will be responsible for the premium and any other related fees for the coverage. V. REGULATIONS AND CONDUCT 1. Standards of Job Performance and Conduct Employees are expected to observe certain standards of job performance and good conduct. Specific rules included in this policy are intended to provide employees with notice of what is expected of them, but cannot reasonably include every type of unacceptable conduct and performance. Conduct and performance not speCifically prohibited in this policy that adversely affects or is otherwise detrimental to the interests of the City, other employees, or citizens, may result in disciplinary action up to and including termination. 2. Work Standards It shall be the duty of each employee to maintain high standards of cooperation, efficiency, and economy in their work for the City. Department Directors shall organize and direct the work of their departments to achieve these objectives. If the work habits, quality or quantity of work and/or work conduct of any employee falls below those standards expected by the supervisor, or outlined in the employee's job description, then the employee shall be counseled regarding the matters in question. Counseling of the employee in sufficient time for improvement should ordinarily precede formal disciplinary action but nothing herein shall prevent immediate formal action, as provided for in the City's disciplinary policy, whenever required in the best interest of the City. 3. Misconduct Employees may be disciplined for misconduct including but not limited to: 1. Violation of any City or department rule, regulation, policy, or procedure 2. Insubordination, indifference toward work, neglect of duties, disruptive behavior, or any conduct that interferes with or prevents effective performance of the duties of the position, the department, or the City 3. Dishonesty 4. Waste, damage to, theft of, abuse of, or unauthorized use of City property 5. The violation of any federal or state law, rule, regulation, or City ordinance while on or off duty including a criminal act that may have an adverse impact upon the City or on the public confidence in the integrity of City Employee Policies HandbooklPage 31 government, or on the relationship of the employee and other employees, or acts which reflect poorly upon the City's image 6. Violation of the City's harassment policy 7. Violation of the City's Drug and Alcohol policy 8. Excessive distribution of non-work related literature during working hours and/or on city property 9. Gambling in any form during working hours and/or on City Property 4. Personal Appearance All employees, regardless of work location and degree of public contact, shall dress in a manner consistent with their departmental regulations. Department Directors may establish uniform and equitable dress standards for the various divisions within their departments. 5. Employee Financial Obligations All employees are required to manage their personal financial affairs separately from their careers with the City. If or when personal financial affairs interfere with an employee's ability to perform their job duties, disciplinary action may be taken. 6. Operation of City Owned Vehicles and Equipment All employees who are required to operate City owned vehicles or equipment shall do so in a safe and prudent manner in compliance with all state, federal, and local laws. Improper and/or unsafe operation of vehicles or equipment is justification for disciplinary action. All employees who have operating vehicles or equipment as a responsibility of their position classification must have and maintain a proper driver's license and an acceptable driving record. Improper license or unacceptable driving record, or un-insurability or exclusion of an employee by the City's insurance carrier, is justification for transfer, demotion, or termination. Any employee whose driver's license is suspended for any reason shall notify his/her supervisor and Human Resources immediately. 7. Outside Employment Regular full-time employees may have other employment if their supervisor determines it does not interfere with the performance of the employee's job Employee Policies HandbooklPage 32 duties, or if it would result in a conflict of interest between the employee's work for the City and the outside employment. 8. Use of City Property City facilities, equipment, supplies, and other City resources are made available to help employees perform their job duties and are not for personal use. The City, however, recognizes that under certain circumstances the employee's occasional use of city telephones, computers, facsimile, e-mail, copiers, Internet, and similar resources for personal use may be necessary or beneficial to the City. The City may establish separate policies governing the use of specific equipment. The City will discipline an employee for inappropriate or excessive use of City equipment for personal use. Any personal use of City property should meet the following guidelines: 1. It should be infrequent and of short duration (A short telephone conversation) 2. It should be for a compelling reason and not for mere convenience (A telephone call to arrange with a spouse to pick-up a child after school) 3. It should not interfere with the employee's performance of job duties (The use did not prevent the employee from completing the job duties) 4. It should not result in any additional charge to the City (Long distance telephone charge) 5. It must not be used for personal monetary gain or the employee's personal business (Selling products over the phone or internet) 9. Smoking Employees are allowed to smoke only in designated smoking areas that are recommended by each department and listed in the City's Policies and Procedures Manual approved by Council and subsequently amended. Smoking includes: 1. Carrying or holding a lighted pipe, cigar, or cigarette of any kind or any other lighted smoking equipment or device; 2. Lighting a pipe, cigar, or cigarette of any kind or any other smoking equipment or device; or 3. Emitting or exhaling the smoke of a pipe, cigar, or cigarette of any kind or other smoking equipment or device. 10. Drugs and Alcohol Refer to the City's Drug and Alcohol Abuse Policy approved by Council as subsequently amended. Employee Policies Handbook/Page 33 VI. DISCIPLINE, REVIEWS, AND COMPLAINTS 1. Discipline Basis for Disciplinary Actions It is the City's policy to correct employee job deficiencies, or violation of City policies when they occur. Supervisors shall deal directly with employee performance deficiencies or City policy violations and employees shall be treated fairly and consistently. A supervisor should consider such factors as the type and severity of the offense, the employee's work record, and any mitigating circumstances surrounding the particular offense when considering disciplinary action. The City shall consider the following as constituting a basis for disciplinary action up to and including discharge. This list is not all-inclusive and is not intended to be limited to the following: 1. Misconduct 2. Illegal, unethical, abusive, or unsafe acts 3. Violation of any portion of the personnel policies 4. Violation of other City department rules and/or regulations 5. Absenteeism and/or repeated tardiness 6. Insubordination 7. Work performance inefficiency 8. Abuse of leaves provided 9. Falsification of official documents or records 10. Being under the influence or use of drugs or alcohol while on duty 11. Unauthorized use of City records, material, or equipment Types of Disciplinary Actions Formal disciplinary action taken shall be consistent with the nature of the deficiency or infraction involved and the work history of the employee. The recommended steps of progressive discipline are as follows, but should not be interpreted as a certain chain of events as the City reserves the right to administer any disciplinary action up to and including discharge, depending on the nature, scope, and severity of the offense and totality of the circumstances surrounding such events: oral reprimand, written reprimand, probation, suspension, demotion, and termination. The City will attempt to follow progressive steps of disciplinary action whenever possible to provide reasonable opportunity for performance correction but ultimately reserves the right to employ any of the aforementioned actions for particular deficiency or infraction depending upon the exact circumstances of the Employee Policies Handbook/Page 34 deficiency or infraction. An employee may be formally advised at any time that he or she may be dismissed or otherwise disciplined for further unsatisfactory performance and/or conduct. One or more of the following disciplinary measures may be taken depending on the particular circumstances surrounding an offense. An employee shall be provided with a warning with time to improve performance, whenever possible, prior to suspension or termination. The recommended steps of progressive discipline are as follows, but should not be interpreted as a certain chain of events as the City reserves the right to administer any disciplinary action depending on the nature, scope, and severity of the offense: 1. Oral Reprimand - For the first violation of a particular policy or regulation, an oral reprimand is given identifying any violation(s) and indicating needed improvement. There will be written documentation of the oral reprimand that shall be signed by the employee and the supervisor and placed in the employee's personnel file. 2. Written Warning - In the interest of a more formal type of disciplinary action, an employee may receive a written reprimand. This written reprimand shall describe the deficiency or infraction, cite the violated policy or regulation, and state the likely consequences of further unsatisfactory performance or conduct. The written warning shall be signed by the employee and their supervisor and placed in the employee's personnel file. 3. Disciplinary Probation - An employee may be placed on disciplinary probation for a specified period of time, not to exceed 90 days, in order to allow the employee enough time to show improvement regarding the problem specified. The written document placing an employee on disciplinary probation must include identification of the problem area, the required necessary improvement, the specific length of disciplinary probation status and the further disciplinary action that could result from failure to show satisfactory improvement. This document shall be signed by the employee and the supervisor and placed in the employee's personnel file. 4. Suspension - A supervisor may, with the Department Directors approval, suspend an employee without pay for a maximum of 15 calendar days in one calendar year. The written suspension notice must contain the reason for the suspension, other examples of policy or regulation violations, if any, the consequences of a recurrence of the violation of infraction, the period of suspension, and the review procedure. This document shall be signed by the employee and the supervisor and placed in the employee's personnel file. Employee Policies Handbook/Page 35 When an employee is under investigation for a crime or official misconduct, or is awaiting a hearing or trial in a criminal matter, the employee may be suspended without pay for the duration of the proceedings when such suspension would be in the best interest of the City. If the investigation or proceedings clear the employee, he/she shall be reinstated at the same position. Employees on suspension shall not accrue any sick or vacation leave during the suspension. If, after the review process, the suspension is overturned, the employee's sick and vacation leave shall be adjusted accordingly. 5. Involuntary Demotion - An employee may, with Department Director approval, be demoted to a position in a lower salary range. Additionally, the demoted employee's salary at the time of demotion may be reduced by a factor of 15 percent. Involuntary demotions shall be made in written form and shall include the reason(s) for the disciplinary action, the likely consequence of further unsatisfactory performance and/or conduct, and the review process. This document shall be signed by the employee and the supervisor and placed in the employee's personnel file. A demoted employee shall not be disqualified from consideration for later advancement. 6. Termination - An employee may be terminated from employment with the City as a final step in the progressive discipline process. Excepting those types of policy or regulation violations that warrant immediate termination, this disciplinary step will be employed as a final step that must be approved by the Department Director, reviewed by the Human Resources Manager, and approved by the City Manager. A letter of termination shall be provided to the employee describing the performance deficiency and/or policy or regulation violations. Review of Disciplinary Actions Following normal chain of command reviews, disciplinary actions are subject to review by the City Manager if the employee so requests in writing within 5 working days following notice of action. This written request must include the disciplinary action taken, the circumstances surrounding the action, and the reason(s) the action is invalid. The City Manager shall have the authority to approve, disapprove, modify, or rescind any disciplinary action taken. The City Manager shall be final and binding arbiter in these matters. Employee Policies Handbook/Page 36 2. Employee Complaints Informal Oral Discussion The City believes employee concerns are best addressed through informal and open communication. Therefore, employees are directed to first discuss their work-related concerns with their immediate supervisor. The supervisor addressing the employee's complaint will attempt to resolve the complaint or explain why it cannot be resolved to the employee's satisfaction. Written Formal Complaints Following these informal discussions, employees remaining dissatisfied may submit a written complaint to their immediate supervisor, with a copy to Human Resources, within 15 working days. It is the responsibility of the immediate supervisor to study the complaint and attempt to resolve it within 10 working days. The resolution should be in writing and a copy given to the complaining employee and Human Resources. If the complaint cannot be satisfactorily resolved within the 10-day period, or if the complaining employee does not accept the supervisor's resolution, then the supervisor shall refer the matter, with comments and/or recommendations to the next higher level of supervision. The Department Director shall be the last person in the department to whom an unresolved matter will be taken. If the work-related complaint remains unresolved, the employee may request it be forwarded to the City Manager for disposition, and the employee shall be entitled to a written decision. The City Manager may direct Human Resources to investigate the complaint and recommend a decision based upon interviews and supporting written documents. The City Manager shall consider all parties' positions and make the final decision. Any intimidation, coercion, or threatened reprisals used to violate the intent of this complaint procedure by either the employee or any level of supervision shall constitute a basis for disciplinary action. 3. Texas Whistle Blowers Act The Texas Whistle Blowers Act provides that the City may not suspend or terminate the employment of, or otherwise discriminate against, a City employee who reports a violation of law to an appropriate law enforcement authority, if the employee report is made in good faith. Employee Policies Handbook/Page 37 VII. NONDISCIPLlNARY TERMINATIONS 1. Voluntary Termination Employees voluntarily terminate their employment with the City when they: 1. Resign either verbally or in writing 2. Fail to report to work without notice to the City for 3 consecutive workdays unless the employee's absence is excused or FMLA protected leave 2. Inability to Perform Job With the approval of the City Manager, a Department Director may require that a current employee undergo a medical examination, at the City's expense, to determine if such employee is able to perform the essential functions of the employee's current position. Employees may be separated from City employment because of incapacity for medical reasons, either physical or mental, when the employee is no longer capable of performing the essential job functions of the position. 3. Termination Due to Reorganization, or Economics The City may need to terminate employees due to reorganization, eliminating jobs, budget constraints, or lack of work. The City will attempt to provide advance notice of such terminations. Terminations due to reorganization, eliminating jobs, budget constraints, or lack of work are not disciplinary terminations and are not subject to procedures applicable to disciplinary terminations. Employee Policies Handbook/Page 38 VIII. PERSONNEL RECORDS AND SEARCHES 1. Personnel Files Human Resources shall maintain the official personnel files for all City employees. Unless otherwise provided by law, personnel files shall be kept confidential and may not be used or divulged for purposes unconnected with the City's personnel management system except with the permission of the employee involved. Nothing herein shall prevent the dissemination of impersonal statistical information. Employees shall have the right of reasonable inspection of their personnel file under procedures prescribed by Human Resources. Employees may request and receive a copy of their personnel file or any portion thereof under procedures prescribed by the Human Resources. Non-employees who wish to inspect a current or former employee's personnel file shall either make a formal written request through Human Resources under the Open Records Act or subpoena the desired records through a court order. 2. Searches The City may conduct inspections or searches of City property with or without prior notice. The City may search City property regardless of whether the property is used exclusively by the employee and locked. Examples of City property include, but are not limited to City owned: 1. Vehicles 2. Workspaces 3. Desks 4. Lockers 5. Machinery 6. Computers Employee Policies Handbook/Page 39 EMPLOYEE ACKNOWLEDGMENT By accepting or continuing employment with the City of La Porte, you acknowledge that your employment is subject to all policies contained in this handbook and any other rules and regulations adopted by the City, department, or division and that you agree to conform to these policies and the rules and regulations. You also acknowledge that no officer or employee of the City has the authority to enter into any agreement on an employment policy that is contrary to the policies contained in this handbook. PLEASE READ THIS EMPLOYEE HANDBOOK AND FILL OUT AND RETURN THIS PAGE TO HUMAN RESOURCES WITHIN 1 WEEK OF RECEIPT Employee Name: This acknowledges that I have been given a copy of the City of La Porte Employee Policies Handbook and have read and understand the contents. I understand that the City may modify or rescind any policies, benefits, or practices described in the City of La Porte Employee Policies Handbook at any time without prior notice to me. Signed: Date: Employee Policies HandbooklPage 40