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HomeMy WebLinkAbout05/11/2021 - Work Session - Meeting MaterialsSALT LAKE CITY COUNCIL AGENDA WORK SESSION   May 11, 2021 Tuesday 2:00 PM This Meeting Will be an Electronic Meeting Pursuant to the Chair’s Determination. SLCCouncil.com   7:00 pm Special Limited Formal Meeting (or immediately following the Council work Session) (See separate agenda) Please note: A general public comment period will not be held this day. This is the Council's monthly scheduled briefing meeting. Item start times and durations are approximate and are subject to change at the Chair’s discretion. Welcome and public meeting rules  The Work Session is a discussion among Council Members and select presenters. The public is welcome to listen. Items scheduled on the Work Session or Formal Meeting may be moved and / or discussed during a different portion of the Meeting based on circumstance or availability of speakers. Please note: Dates not identified in the FYI - Project Timeline are either not applicable or not yet determined. Item start times and durations are approximate and are subject to change at the Chair’s discretion. Generated: 12:42:31 This meeting will be an electronic meeting pursuant to the Chair’s determination. As Salt Lake City Council Chair, I hereby determine that conducting the Salt Lake City Council meeting at an anchor location presents a substantial risk to the health and safety of those who may be present at the anchor location. Due to the local state of emergency from the earthquake in March 2020 and attendant damage to the building, I find that conducting a meeting at the anchor location under the current local emergency constitutes a substantial risk to the health and safety of those who may be present at the location. Members of the public are encouraged to participate in meetings. We want to make sure everyone interested in the City Council meetings can still access the meetings how they feel most comfortable. If you are interested in watching the City Council meetings, they are available on the following platforms: •Facebook Live: www.facebook.com/slcCouncil/   •YouTube: www.youtube.com/slclivemeetings  •Web Agenda: www.slc.gov/council/agendas/  •SLCtv Channel 17 Live: www.slctv.com/livestream/SLCtv-Live/2  As always, if you would like to provide feedback or comment, please call us or send us an email:  •24-Hour comment line: 801-535-7654  •council.comments@slcgov.com  More info and resources can be found at: www.slc.gov/council/contact-us/  Upcoming meetings and meeting information can be found here: www.slc.gov/council/agendas/  We welcome and encourage your comments! We have Council staff monitoring inboxes and voicemail, as always, to receive and share your comments with Council Members. All agenda-related and general comments received in the Council office are shared with the Council Members and added to the public meeting record. View comments by visiting the Council Virtual Meeting Comments page. Work Session Items The Council will begin with a closed session from approximately 2:00-2:45 p.m. Click Here for the Mayor’s Recommended Budget for Fiscal Year 2021-22   1.Informational: Updates from the Administration ~ 2:45 p.m.  30 min. The Council will receive an update from the Administration on major items or projects, including but not limited to:  •COVID-19, the March 2020 Earthquake, and the September 2020 Windstorm; •Updates on relieving the condition of people experiencing homelessness; •Police Department work, projects, and staffing, etc.; and •Other projects or updates. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Recurring Briefing Set Public Hearing Date -  n/a Hold hearing to accept public comment - n/a TENTATIVE Council Action - n/a   2.Informational: Updates on Racial Equity and Policing ~ 3:15 p.m.  5 min. The Council will hold a discussion about recent efforts on various projects City staff are working on related to racial equity and policing in the City. The conversation may include issues of community concern about race, equity, and justice in relation to law enforcement policies, procedures, budget, and ordinances. Discussion may include: •An update or report on the Commission on Racial Equity in Policing; and •Other project updates or discussion. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Recurring Briefing Set Public Hearing Date -  n/a Hold hearing to accept public comment - n/a TENTATIVE Council Action - n/a   3.Ordinance: Budget Amendment No. 9 for Fiscal Year 2020-~ 3:20 p.m. 21  20 min. The Council will be briefed about Budget Amendment No. 9 for the Fiscal Year 2020-21 Budget. Budget amendments happen several times each year to reflect adjustments to the City’s budgets, including proposed project additions and modifications. The proposed amendment includes funding for building office space to accommodate expansion of the Emergency Management Division, technology upgrades for the 911 Department, and reimbursements to the Fire Department, among other changes.  FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 4, 2021 Set Public Hearing Date -  Tuesday, May 4, 2021 Hold hearing to accept public comment - Tuesday, May 18, 2021 at 7 p.m. TENTATIVE Council Action - Tuesday, June 1, 2021   4.Ordinance: SQF, LLC Master License Agreement for Small Cell Installation in the Right-of-Way ~ 3:40 p.m.  10 min. The Council will receive a briefing about an ordinance that would grant a master license agreement for wireless facilities in the public way to SQF, LLC, a Delaware limited liability company. The agreement would allow this small cell provider to install and maintain small cell infrastructure within the City rights-of-way, subject to conditions in the agreement and after securing specific site approvals. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  n/a Hold hearing to accept public comment - n/a TENTATIVE Council Action - Tuesday, May 18, 2021   5.Ordinance: SQF, LLC Telecommunications Franchise Agreement ~ 3:50 p.m.  10 min. The Council will receive a briefing about an ordinance that would grant a telecommunication franchise agreement to SQF, LLC. The agreement would allow the company to place its facilities within the City rights-of-way, governed by certain conditions and after securing permits, and provides for the payment of the telecommunications tax pursuant to State statute. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  n/a Hold hearing to accept public comment - n/a TENTATIVE Council Action - Tuesday, May 18, 2021   6.Ordinance: Google Fiber Utah Amended and Restated Broadband Services Franchise ~ 4:00 p.m.  20 min. The Council will receive a briefing about an ordinance that would approve an amended and restated broadband services franchise agreement to Google Fiber Utah, LLC. Google Fiber intends to discontinue video services to its customer base. The amended and restated franchise agreement has been negotiated to omit video services, change the fee structure and authorize broadband for a 15-year term.  FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  n/a Hold hearing to accept public comment - n/a TENTATIVE Council Action - Tuesday, May 18, 2021   7.Tentative Break ~ 4:20 p.m.  20 min. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - n/a Set Public Hearing Date -  n/a Hold hearing to accept public comment - n/a TENTATIVE Council Action - n/a   8.Resolution: Housing Trust Fund Loan Amendment to Garden Lofts Holdings, LP, at 154 West 600 South ~ 4:40 p.m.  10 min. The Council will receive a briefing about a resolution that would authorize two changes to the original loan agreement between the City’s Housing Trust Fund and Garden Lofts Holding, LP. The loan was originally granted in December 2017 to help fund an affordable multi-family development that consists of 272 units, all at or below 60% of the Area Median Income (AMI).  The proposed amendments would change future rental rates to reflect an “income-averaging” approach, as well as the City’s loan position, which would shift to third, behind a new private loan to the developers to cover increased construction charges.     FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  n/a Hold hearing to accept public comment - n/a TENTATIVE Council Action - Tuesday, May 18, 2021   9.Fiscal Year 2021-22 Budget: Administration’s Overview and Revenue Update ~ 4:50 p.m.  40 min. The Council will receive a revenue update and an overview from the Administration of the Mayor’s Recommended Budget for Salt Lake City for Fiscal Year 2021-22. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  Tuesday, April 20, 2021 Hold hearing to accept public comment - Tuesday, May 18, 2021 and Tuesday, June 1, 2021 at 7 p.m. TENTATIVE Council Action - TBD   10.Fiscal Year 2021-22 Budget: Council Staff Overview ~ 5:30 p.m.  30 min. The Council will receive an overview from Council Staff of the Mayor’s Recommended Budget for Salt Lake City for Fiscal Year 2021-22. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  Tuesday, April 20, 2021 Hold hearing to accept public comment - Tuesday, May 18, 2021 and Tuesday, June 1, 2021 at 7 p.m. TENTATIVE Council Action - TBD   11.Fiscal Year 2021-22 Budget: Governmental Immunity ~ 6:00 p.m.  20 min. The Council will receive a briefing about the proposed Governmental Immunity budget for Fiscal Year 2021-22, which is the City's self-insurance fund for liability claims. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  Tuesday, April 20, 2021 Hold hearing to accept public comment - Tuesday, May 18, 2021 and Tuesday, June 1, 2021 at 7 p.m. TENTATIVE Council Action - TBD   12.Dinner Break ~ 6:20 p.m.  30 min. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - n/a Set Public Hearing Date -  n/a Hold hearing to accept public comment - n/a TENTATIVE Council Action - n/a   13.Fiscal Year 2021-22 Budget: Justice Court Department ~ 6:50 p.m.  30 min. The Council will be briefed about the proposed Justice Court Department budget for Fiscal Year 2021-22. The Justice Court handles misdemeanor criminal citations, small claims, traffic citations and traffic school for moving violations. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  Tuesday, April 20, 2021 Hold hearing to accept public comment - Tuesday, May 18, 2021 and Tuesday, June 1, 2021 at 7 p.m. TENTATIVE Council Action - TBD   14.Fiscal Year 2021-22 Budget: Metropolitan Water District ~ 7:20 p.m.  30 min. The Council will be briefed about the proposed budget for the Metropolitan Water District for Fiscal Year 2021-22. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  Tuesday, April 20, 2021 Hold hearing to accept public comment - Tuesday, May 18, 2021 and Tuesday, June 1, 2021 at 7 p.m. TENTATIVE Council Action - TBD   15.Ordinance: Electronic Meetings TENTATIVE  10 min. The Council will receive a briefing about an ordinance that would repeal Chapter 2.86 and amend Section 2.06.030.E of the Salt Lake City Code, relating to electronic meetings of the City’s public bodies. FYI – Project Timeline: (subject to change per Chair direction or Council discussion) Briefing - Tuesday, May 11, 2021 Set Public Hearing Date -  n/a Hold hearing to accept public comment - n/a TENTATIVE Council Action - Tuesday, May 11, 2021   Standing Items   16.Report of the Chair and Vice Chair   Report of Chair and Vice Chair.    17.Report and Announcements from the Executive Director   Report of the Executive Director, including a review of Council information items and announcements. The Council may give feedback or staff direction on any item related to City Council business, including but not limited to scheduling items.    18.Closed Session   The Council will consider a motion to enter into Closed Session. A closed meeting described under Section 52-4-205 may be held for specific purposes including, but not limited to: a.     discussion of the character, professional competence, or physical or mental health of an individual; b.     strategy sessions to discuss collective bargaining; c.    strategy sessions to discuss pending or reasonably imminent litigation; d.    strategy sessions to discuss the purchase, exchange, or lease of real property, including any form of a water right or water shares, if public discussion of the transaction would: (i)    disclose the appraisal or estimated value of the property under consideration; or (ii)     prevent the public body from completing the transaction on the best possible terms; e.    strategy sessions to discuss the sale of real property, including any form of a water right or water shares, if: (i) public discussion of the transaction would: (A) disclose the appraisal or estimated value of the property under consideration; or (B) prevent the public body from completing the transaction on the best possible terms; (ii)     the public body previously gave public notice that the property would be offered for sale; and (iii)     the terms of the sale are publicly disclosed before the public body approves the sale; f.    discussion regarding deployment of security personnel, devices, or systems; and g.     investigative proceedings regarding allegations of criminal misconduct. A closed meeting may also be held for attorney-client matters that are privileged pursuant to Utah Code § 78B-1-137, and for other lawful purposes that satisfy the pertinent requirements of the Utah Open and Public Meetings Act.    CERTIFICATE OF POSTING On or before 5:00 p.m. on _____________________, the undersigned, duly appointed City Recorder, does hereby certify that the above notice and agenda was (1) posted on the Utah Public Notice Website created under Utah Code Section 63F-1-701, and (2) a copy of the foregoing provided to The Salt Lake Tribune and/or the Deseret News and to a local media correspondent and any others who have indicated interest. CINDY LOU TRISHMAN SALT LAKE CITY RECORDER Final action may be taken in relation to any topic listed on the agenda, including but not limited to adoption, rejection, amendment, addition of conditions and variations of options discussed. People with disabilities may make requests for reasonable accommodation, which may include alternate formats, interpreters, and other auxiliary aids and services. Please make requests at least two business days in advance. To make a request, please contact the City Council Office at council.comments@slcgov.com, 801-535-7600, or relay service 711. Page | 1 COUNCIL STAFF REPORT CITY COUNCIL of SALT LAKE CITY TO:City Council Members FROM: Ben Luedtke and Sylvia Richards Budget and Policy Analysts DATE:May 4, 2021 RE: Budget Amendment Number Nine FY2021 ________________________________________________________________________________ Budget Amendment Number Nine includes requested changes to seven funds. Total expenditures are $10,039,223 including $390,659 from Fund Balance. If this budget amendment is approved as requested by the Administration, then the amount available in Fund Balance above the 13% minimum target would be $6,754,062. There are a total of 17 items in this amendment, including five in Section A (note that this doesn’t count four items removed prior to transmittal). Revenues Update The Administration has provided the following information regarding City revenues: “The City is currently projecting a $1.9 million decrease in budgeted revenue. The largest portion of the decrease is attributed to a $1.7 million decrease in Fines and Forfeitures, a $1.7 million decrease in Parking Meter Revenues and a $978 thousand decrease in Miscellaneous Revenues. These decreases are offset by a projected net increase of $1.4 million in Licenses and Permits as well as a $1.1 million over adopted budget increase in Sales Tax and a $750 thousand increase in sales tax attributable to Funding Our Future revenues. The increase in Licenses and Permits is in spite of airport parking/license tax showing a decrease due to decreased travel as a result of COVID. The decrease in airport parking and licenses is $2,045,000. Innkeepers’ tax has also been hit hard by COVID and is projecting a decrease of $1,717,500. According to the local news, hotels are experiencing 30% occupancy compared to this time of year in previous years. Business license are also expected to be below budget due to trends for apartment units, new business license and renew business licenses. These losses are offset by gains in permits & zoning building permits (+$1.1M), plan check fees (+$1.5M), and street excavation (+$1.96M due to a temporary boost from Google contract). Fines and Forfeitures are projected below budget due to a decrease in parking ticket revenue of $750k. Justice Court fines are down $185k, while moving violations are projected at a loss of $699k. The Justice Court is following the order of the Administrative Office of the Courts which is resulting in fewer court cases and no orders to pay fines, which are then subsequently not sent to collections and no warrants are being issued. Traffic school revenue is down $61k and vehicle booting is projected to be down $19k. Parking Meter Collection is slightly less than half of the previous fiscal year due to an overall decrease in traffic downtown. This is driving the significant decrease of $1.7 million. Additionally, Miscellaneous Revenue has also been affected by the pandemic with decreases in accounts receivable collections, special event revenue, fuel reimbursement due to the Mayor’s emergency declaration and utility reimbursement. Project Timeline: Set Date: May 4, 2021 1st Briefing: May 4, 2021 2nd Briefing (if needed): May 11, 2021 Public Hearing: May 18, 2021 Potential Action: June 1, 2021 Page | 2 Page | 3 Fund Balance Update Fund Balance remains above fifteen percent, after projected use of fund balance in the current amendment and the reduction in projected revenues. CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 COUNCIL.SLCGOV.COM TEL 801-535-7600 FAX 801-535-7651 Salt Laker Card Raise Up SLC Program Update See Attachment 2 for a budget update through March 2021 In budget amendments #2 and #4 the Council approved a total of $1,426,264 for this program. The program has received $178,184 in donations from other organizations and individuals for a total budget of $1,604,448. The Community Foundation of Utah provides $500 pre-paid debit cards to other community-based organizations working with undocumented populations. The recipients are at or below the federal poverty line and mostly undocumented or mixed-status households where one family member is undocumented. Funding is targeted to City residents on a first come first served basis. When the Council approved funding last year the program expected to provide $500 cards to approximately 2,700 households that were ineligible for federal stimulus payments. Since then the Federal Government under a new administration changed the eligibility criteria for stimulus payments. The criteria were expanded to include mixed- status households. As a result, the number of Salt Lake City households eligible for the Salt Laker Card was significantly reduced; a household may only receive the federal stimulus or a Salt Laker Card. Approximately 1,000 households have received a pre-paid debit card under the program. As of March 31, 2021, the program spent nearly $500,000 on the pre-paid debit cards, another $349,000 is currently available but not distributed pre-paid debit cards and $75,164 was spent on administration and promotion expenses. This leaves a remaining unused budget of $680,284. Policy Questions: ➢Deadline to Use CARES Funds – The Council may wish to ask the Administration if unused funds will need to be returned to the Federal Government at a certain date. ➢Alternative Uses for $680,284 Remaining Budget – The Council may wish to ask if the Administration has a recommendation for how to use the remaining budget or may wish to discuss other CARES-eligible Council priorities. The Council may also wish to ask the Administration if the City has expenses eligible under the CARES Act which did not receive funding in earlier budget amendments and could use the funding this fiscal year. Amending Appointed Pay Plan On April 20 the Council amended the Appointed Pay Plan. The Administration is requesting another amendment to recognize an existing Deputy Chief of Staff in the Mayor’s Office. The position is already listed on the staffing document and was funded in the Council-adopted FY21 annual budget. The position has been vacant this fiscal year. Amending the Appointed Pay Plan to recognize the existing position is a housekeeping correction. If the Council supports this amendment, then it could be scheduled for a vote as soon as May 18. Impact Fees Update The Administration provided a summary of impact fee tracking, details on refunding amounts and dates and lists of unfinished projects with impact fee funding. The information is current as of April 1, 2021. $1,718 of police impact fees are scheduled to expire in April. The Administration reports work is nearing completion to update the fire and parks sections of the impact fee plan. Eligible projects for police impact fees are being identified. Type Unallocated Cash “Available to Spend”Next Refund Trigger Date Amount of Expiring Impact Fees Fire $930,142 More than a year away - Parks $7,097,114 More than a year away - Police $395,285 April 2021 $1,718 Transportation $5,013,594 More than a year away - Note: Encumbrances are an administrative function when impact fees are held under a contract Section A: New Items (note: to expedite the processing of this staff report, staff has included the Administration’s descriptions from the transmittal for some of these items) Page | 5 A-1: Withdrawn Prior to Transmittal A-2: Withdrawn Prior to Transmittal A-3: Withdrawn Prior to Transmittal A-4: Withdrawn Prior to Transmittal A-5: Budgeting for Inland Port Tax Revenue ($ - 0 - Budget Neutral) As part of the City's annual financial audit, the City was informed it needs to budget and account for City tax revenue within the boundaries of the Inland Port. Because the tax revenue is dispersed directly to the inland port, the City does not receive the tax revenue. The City will budget a line item to recognize the tax revenue and a corresponding expenditure account recognizing the pass-through, so City revenue is not overstated. A $500,000 portion of the Inland Port revenue was accounted for in Budget Amendment #7 of this fiscal year. This amendment will account for the remaining $483,242 in anticipated revenue. At the time of writing Budget Amendment #7, the City did not know when actual tax revenue would be determined. The final revenue allocation was received on March 30. A-6: Budgeting for Convention Hotel Tax Revenue ($ - 0 - Budget Neutral) As part of the City's annual financial audit, the City was informed it needs to budget and account for City tax revenue at the Convention Center Hotel. Because the tax revenue is dispersed directly to the convention hotel, the City does not receive the tax revenue. The City will budget a line item to recognize the tax revenue and a corresponding expenditure account, so City revenue is not overstated. This amendment is for the $10,116 in anticipated revenue. The hotel is being built on County-owned property. This means the property was tax-exempt and became taxable with the hotel construction. The GOED Development Board adopted a motion on November 6, 2018 which approved the following incentive package under authority of Utah Code 63N-2-503.5. Approve Salt Lake City CH, LLC for a post-performance, New Convention Facility Development, Incentive consisting of: Up to 100% of the new incremental State Sales Tax not to exceed $75,000,000 over 20 years Up to 100% of local (city and county) sales tax and property tax over 25 years Including conveyance of land from Salt Lake County to Salt Lake City CH, LLC State law includes language to hold the Redevelopment Agency (RDA) harmless for existing debt obligations (bonds). Some hotel increment could be used to meet RDA bond payments if needed in the future. The County is required to provide an annual report identifying tax increment generated by the hotel property. See Attachment 1 for a letter from the Salt Lake County Auditor that provides a breakdown of tax increment revenues being diverted by taxing entity. A-7: Presumption for CARES Act Funding – ($-293,067 – General Fund) The Council approved the use of unspent CARES funds for Fire personnel expenses. This amendment removes personnel expenses in Fire that were used for this method and passes the eligible budget from previously budgeted line items to Fire. Note that this item is related to items A-8 and E-2 below. The Administration provided the following accounting summary: 1. Salt Lake City received a 3rd bucket of federal money in December. This needed to be spent by the 21st of December and reported to Salt Lake County. This amount was $150,000. 2. Once all the actuals had been expensed for both the internet allowance and the hazard pay there was remaining budget. This amount needs to also be accounted for by December 21st, 2020 to Salt Lake County, and those remaining dollars were accounted for through Fire personnel expenses. 3. The Fire personnel services were used for both totals above. 4. Since these the expenses were reduced in the Fire Department the General Fund budget needs to be reduced as well Page | 6 5. This funding then becomes available to use for a General Fund use. The administration is requesting to use this funding to accommodate the Emergency Management Division relocating to the Fire Department. A-8: Fire Emergency Management Office Build Out – ($293,067 – General Fund) The Administration is proposing to use the third round of CARES Act funding ($150,000) and the remaining unspent amounts from the first two round ($143,067.36) to build office space for Emergency Management within the Fire Department. Emergency Management is growing and is currently limited in office space. The current staff reside on the 3rd floor of the PSB, many in spaces designed as common space or break-out rooms. Adjacent to this area, is open floor space that can be converted to office space. This would include 2 new Division Chief offices, 2 new Captain offices, plus cubicle space and open space. Construction budget is estimated at $275,000 plus furniture requirements of $42,000. Fire Department funds will be used to complete any additional costs not covered in this amendment. A-9: 911-ETM Security Platform – ($41,138 – E911 Fund) SLC911 has seen an unprecedented surge of digital attacks on their 911 and administrative lines. The result has been a telephone denial of service attack (TDoS) which means that a series of calls spoof incoming lines by merging other public safety answering points together, or robo calling which overwhelms lines for service. While we have been fortunate to date, we are seeing this behavior more frequently. Without this protection, our communities are at risk and it would have a devastating impact on the ability of the center to answer emergency calls. SLC911 is requesting emergency funding to purchase an enterprise voice network security platform. This platform includes hardware, software, and monitoring services. The managed services will monitor 911's administrative systems for threats and respond with specific recommendations to mitigate any attacks. This funding is requested to come from Fund 60, the E911 Tax Fund, not the General Fund. Hardware $9,685 Licensing $2,878 Installation/Training $3,375 Monitoring Services $25,200 Total Requested $41,138 Additional information such as whether or not there is an annual cost was forthcoming at the time of publishing this staff report. Section B: Grants for Existing Staff Resources Section (None) Section C: Grants for New Staff Resources Section (None) Section D: Housekeeping D-1: Police Impact Fee Refund – ($510,828 – Police Impact Fees) The City Council set aside funding for the purchase of property for an East Side Precinct using Police Impact Fees. The intended property did not work for an eastside police precinct and refunds of the impact fees are now required. These refunds will be funded primarily with previous unclaimed refunds. The Council may wish to inquire if the Administration is continuing to pursue an East Side Precinct given evolving conversations about the overall Public Safety service delivery model. D-2: Moving Transportation CIP Projects to CIP Fund – ($8,695,770 – CIP Fund) Currently the Transportation CIP projects reside in the Transportation fund. Because the fund is a governmental fund, assets will need to be carefully evaluated, capitalized, depreciated, and reported like the regular CIP funds. This is a time intensive project and one of the biggest bottle necks for the financial audit. To relieve some of this pressure, we request that the Transportation capital projects be moved to the CIP fund so they can be processed like the other CIP funds. The funds will be easily identifiable as being funded by the Transportation sales tax. No additional funding is required as this just moves the funds from the Transportation Fund to the CIP Fund. Note that all these funds are from the County quarter cent sales tax for transportation. Page | 7 D-3: Transfer CIP Funds to Refuse Fund – ($46,982 – CIP Fund) The Department of Sustainability is requesting a budget amendment to transfer $46,982 from CIP to the Environment and Energy Fund, reflecting the closing out of a previously funded project. During FY19 the Department of Sustainability transferred $240,000 to CIP to be used in conjunction with a Rocky Mountain Power Bluesky grant toward installing rooftop solar on the Sorenson Unity Center building. The Sorenson Rooftop Solar Project is now finished, and the department is requesting that the remaining unused funds of $46,982 be transferred back into the Environment and Energy Fund (E&E). Due to the shrinking E&E fund balance these funds are greatly needed and will be used to fund future sustainability projects and operations. D-4: Transfer Bond Funds from 700 West Cost Center to Bond Contingency – ($917,854 – CIP Fund) The budgetary estimate of construction costs for the 700 West Road Re-Construction Bond project was $2,000,000. 10% of these funds were assigned to an overall fund for bond contingencies. The 700 West Cost Center was, therefore, $1,800,000. 700 West was also eligible for $155,000 of Impact Fees. The bids for 700 West came in well below the budgeted amount. With the completion of construction and the application of Impact Fees, the 700 West project is $917,853.80 below the budgeted amount. This includes the hard and soft costs. These funds are being requested to be moved to one of the 2020 or 2021 contingency funds so the bond funds can be expended on upcoming bond road projects. D-5: Corrections for Debt Transfer Errors in Original Adopted Budget – ($78,291 – Fund Balance for Debt Service) During the chaos of the COVID pandemic, the estimated savings from existing cash in the debt service fund of $22,892 (see CIP book page A6) were subtracted twice. It is necessary to add additional budget to cover sales tax bonds. Additionally, the City also expected to realize savings from refunding the ESCO debt of $55,399 (see Budget Book page B21). As the bonds were evaluated in preparation for the refunding, there was not the estimated savings that were expected. The total amount needed is $78,291. D-6: Donation Fund Increase – ($200,000 – Donation Fund) There is a strong possibility that before the year-end the City will receive several large donations that will exceed the amount approved in the annual budget. It is necessary to have enough budget to accommodate all the donations and be underbudget by the end of the fiscal year and be in compliance for the audit. As of December 30th, 2020, there were approximately $80,000 in donations. If the expected donations are received, the City will need approximately $200,000 in budget. All donations are processed as required through the donation ordinance and will be reported in detail to Council after the end of the year. D-7: Fire Department – Reimbursement for Wildland/Search & Rescue Deployments – ($230,683 – General Fund) Personnel were deployed several times during Fall 2020. A team was mobilized to Hurricane Laura in August, a Search & Rescue team assisted in Oregon in September while simultaneously another team volunteered to fight their Wildfires. The department helped fight the California Wildfires in October. Finally, crews assisted in Utah County on the Ridge Fire. All costs associated with these deployments will be reimbursed to Salt Lake City. We are asking the City Council to approve this request to offset personnel costs that include overtime, benefits, and backfill. This proposal will make the fire department whole as well as the General Fund with offsetting revenues. The request is only for the amount of revenues we have received. Expenses Hurricane Laura - August 2020 $87,572.01 Oregon Wildfire Search & Rescue - September 2020 $234,201.93 Oregon Wildfire - September 2020 $243,468.67 California Wildfire - October 2020 $176,218.51 Utah County Ridge Fire - October 2020 $3,666.00 Total Expense Incurred $745,127.12 Revenues/Reimbursements Received Page | 8 Hurricane Laura 2/24/2021 $59,328.56 Oregon Search & Rescue 2/24/2021 $167,688.39 Utah County Ridge Fire 3/2/2021 $3,666.00 Reimbursement Rec'd $230,682.95 Remainder of Reimbursement will likely be received in FY22 and will be included in the Mayor’s Recommended Budget as a one-time revenue and expense line item. D-8: Fire Department – Other Reimbursements – ($59,126 – General Fund) The Fire Department has provided several services in which it expects to receive a reimbursement including: Fire Inspector overtime on behalf of the SLC Airport Redevelopment contractor, backfill costs caused by Utah Search and Rescue training at their request, Fire Watch services for the Vice Presidential Debate at the University of Utah, and finally cost recovery efforts from negligent accidents/incidents. Airport Redevelopment Inspector OT $7,671.50 Utah Search and Rescue (USAR) Training/Backfill $19,006.05 Cost Recovery $28,811.15 Vice Presidential Debate Fire Watch/Standby $3,637.45 Budget Amendment Total $59,126.15 D-9: Fire Department COVID Costs – ($605,435 – General Fund) COVID19 ERPL and Worker's Compensation claims caused by COVID19 have had a detrimental effect to the Fire Department's budget. While ERPL was very much appreciated by Fire personnel, it caused a dramatic rise in the cost of backfilling open shifts. The Fire Department has a 4-handed staffing mandate, meaning each apparatus will have 4 personnel and the department will "buy back" off duty personnel to fill any gaps. Many times, this cost is paid out at overtime. When Emergency Responders tested positive for COVID19, it was a presumptive positive, meaning it was assumed the infection was obtained while working on the job in their role for Salt Lake City. It is anticipated that some of these costs will eventually be reimbursed by FEMA. This request is for Worker's Compensation claims directly caused by COVID19, and ERPL associated backfill costs (Buybacks, Fullstaffs, OT, MRT OT). WC Claims $155,295 ERPL Backfill $450,140 Total $605,435 Section E: Grants Requiring No New Staff Resources E-1: Salt Lake County, CATNIP, Reconfigure Gilmer Drive – ($55,365 – CIP Fund) The Transportation Division received a follow up grant award from Salt Lake County for $55,365 to finish up the original 9 Line / 900 South Trail. The Gilmer Drive Intersection was not completed during the original contract period so the funds were unspent. The County issued a new Interlocal Agreement with the City to finish the project funding from the original Agreement. This funding is to reconfigure the Gilmer Drive Intersection; move and curb, add a landscaped separation between bikeway and roadway and install wayfinding signage. In FY18 The Transportation Division applied for and received a grant from Salt Lake County for $500,000 under the Countywide Active Transportation Network Improvement Program 2017. This grant is to be used for design and construction of the segment of the 9 Line / 900 South Trail between 900 East and 1300 East. Construction of the trail segment would occur in conjunction with road reconstruction from Lincoln (950 East) to 1300 East and the installation of wayfinding signs on 900 South and Gilmer Drive. This grant has a no match requirement. A public hearing was held on 12/12/17 on the original grant application for this award. Page | 9 E-2: CARES ACT Third Tranche – ($150,000 – Grant Fund) Salt Lake City received $150,000 from the third tranche of CARES Act funding. In BA#4 the Council authorized the Administration to use the presumption that any amount received in this tranche would cover costs associated with expenses within the Fire Department. This amendment formalizes that assumption, with the City recognizing the revenue and an expense associated with the award. Section F: Donations (None) Section G: Council Consent Agenda No. 3 – Grant Awards G-1: Utah State Department of Public Safety, Bureau of Forensic Services, FY20 Paul Coverdell Forensic Science Improvement Grant Program ($19,500 – Grant Fund) The police department is proposed as a sub-awardee in the Utah Department of Public Safety’s Bureau of Forensic Services (UBFS) application for the FY20 Paul Coverdell Forensic Science Improvement Grant Program. The state’s Application includes $19,500 for the police department’s Crime Laboratory to attain initial accreditation in 2021 through ANAB (ANSI National Accreditation Board) under ISO 17020 for Inspection Agencies. The Police Department received a subaward from UBFS’s FY19 Coverdell application to fund the application fee. The anticipated remaining accreditation costs, which will be funded through this FY20 award, include the assessment fee and the annual accreditation fee based on the laboratory’s scope of operations. A match is not required for this award. Section I: Council Added Items (None) ATTACHMENTS 1. County Auditor Letter on Convention Hotel 2020 Tax Increment Diversion 2. Salt Laker Card Budget Update through March 2021 ACRONYMS CARES Act – Coronavirus Aid, Relief, and Economic Security Act CATNIP Fund – (formerly) County Active Transportation Fund CIP – Capital Improvement Program CIT – Crisis Intervention Team ERPL – Emergency Response Pandemic Leave FEMA – Federal Emergency Management Agency FOF – Funding Our Future FY – Fiscal Year GF – General Fund MRT – Medical Response Team OT – Overtime PSB – Public Safety Building RDA – Redevelopment Agency UBFS – Utah Department of Public Safety’s Bureau of Forensic Services USAR – Utah Search and Rescue SCOTT TINGLEY CIA, CGAP Salt Lake County Auditor STingley@slco.org CHERYLANN JOHNSON MBA, CIA, CFE Chief Deputy Auditor CAJohnson@slco.org ROSWELL ROGERS Senior Advisor RRogers@slco.org STUART TSAI JD, MPA Property Tax Division Administrator STsai@slco.org SHAWNA AHLBORN Audit Services Division Administrator SAhlborn@slco.org OFFICE OF THE SALT LAKE COUNTY AUDITOR 2001 S State Street, N3-300 PO Box 144575 Salt Lake City, UT 84114-4575 (385) 468-7200; TTY 711 1-866-498-4955 / fax March 29, 2021 Redevelopment Agency of Salt Lake City Danny Walz Chief Operating Officer 451 South State St, Room 418 Salt Lake City, UT 84114 Dear Danny Walz, Pursuant to Utah Code Ann. § 63N-2-508 of the “New Convention Facility Development Incentives,” Salt Lake County shall retain incremental property tax revenue (IPTR) for tax year 2020. This reduces any tax increment financing that otherwise would have been paid to the host agency. Incremental value and revenue from an increase in the taxable value of hotel property are used as adjustments in the certified tax rate calculation pursuant to UCA § 59-2-924. For transparency of the use of taxpayer monies and to assist you with your budget preparation, our office is providing you with IPTR information. If you have questions on IPTR, please contact Greg Folta in the Salt Lake County Mayor’s Office of Financial Administration at (385) 468-7076, or gfolta@slco.org. Sincerely, Scott Tingley, CIA, CGAP Salt Lake County Auditor Enclosures INCREMENTAL PROPERTY TAX REVENUE - CONVENTION HOTEL TAX YEAR 2020 ENTITY Incremental Property Tax Revenue Central Utah Water Conservancy 1,143 County Assessing & Collecting Levy 600 Metropolitan Water District Of Salt Lake & Sandy (Slc) 757 Multi County Assessing & Collecting Levy 34 Salt Lake City 10,116 Salt Lake City Library 1,952 Salt Lake City Mosquito Abatement 349 Salt Lake City School 9,538 Salt Lake County Bond Interest & Sinking Fund 660 Salt Lake County Capital Improvement 206 Salt Lake County Clark Planetarium 74 Salt Lake County Flood Control 166 Salt Lake County General Fund 4,021 Salt Lake County Government Immunity 43 Salt Lake County Health Department 397 State Basic School Levy - Salt Lake City 4,652 Utah Charter School - Salt Lake City 231 Grand Total 34,939 Office of the Salt Lake County Auditor 3/25/2021 Income Statement 8/1/2020-3/31/2021 Fund: Salt Lake City Equity Fund Type Account Total Notes Revenue Support Donation from Salt Lake City Corporation (CARES) 1,401,264.00 Donation from Salt Lake City Corporation 25,000.00 Donation from Salt Lake City Corporation (Muslim League) 50,000.00 Donation from Salt Lake County 25,000.00 Individual/Foundation contributions (checks, Stripe) 103,184.68 Total Revenue $1,604,448.68 Expenses Expense Raise UP SLC Distribution 849,000.00 Utah Community Action 283,000.00 Card funds Comunidades Unidas 283,000.00 Card funds University Neighborhood Partners 283,000.00 Card funds Raise Up SLC Admin Grant 14,865.00 Utah Community Action 5,000.00 Comunidades Unidas 9,865.00 Accounts Payable 17,064.31 Love Communication 15,006.00 Initiative promotion Goodworld 1,148.31 Donation portal management Inlingua Utah 910.00 Translation services Bank/CC Fees 272.03 Community Foundation of Utah Admin Fee Expense 42,962.85 Total Expenses $924,164.19 Change in Net Assets $680,284.49 DEPARTMENT OF FINANCE POLICY AND BUDGET DIVISION 451 SOUTH STATE STREET, ROOM 238 PO BOX 145467, SALT LAKE CITY, UTAH 84114-5455 TEL 801-535-6394 ERIN MENDENHALL Mayor MARY BETH THOMPSON Chief Financial Officer CITY COUNCIL TRANSMITTAL ___________________________________ Date Received: ________________ Lisa Shaffer, Chief Administrative Officer Date sent to Council: ___________ ______________________________________________________________________________ TO: Salt Lake City Council DATE: April 20, 2021 Amy Fowler, Chair FROM: Mary Beth Thompson, Chief Financial Officer SUBJECT: Budget Amendment # 9 SPONSOR: NA STAFF CONTACT: John Vuyk, Budget Director (801) 535-6394 or Mary Beth Thompson (801) 535-6403 DOCUMENT TYPE: Budget Amendment Ordinance RECOMMENDATION: The Administration recommends that, subsequent to a public hearing, the City Council adopt the following amendments to the FY 2020 – 21 adopted budget. BUDGET IMPACT: REVENUE EXPENSE GENERAL FUND $ 439,809.00 $ 830,467.64 CAPITAL IMPROVEMENT FUND 8,751,135.00 8,798,117.37 DEBT SERVICE FUND 78,291.00 0.00 DONATION FUND 200,000.00 200,000.00 REFUSE FUND 46,982.37 0.00 E911 FUND 0.00 41,138.00 MISCELLANEOUS GRANT FUND 169,500.00 169,500.00 TOTAL $ 9,685,717.37 $ 10,039,223.01 Lisa Shaffer (Apr 20, 2021 17:34 MDT) BACKGROUND/DISCUSSION: Revenue for FY 2019-20 Budget Adjustments The Fiscal Year 2021 projections are coming in below budgeted revenues. The following chart shows a current projection of General Fund Revenue for fiscal year 2021. FY20-21 Variance Annual Revised Favorable Revenue Budget Forecast (Unfavorable) Property Taxes 111,418,455 111,418,455 - Sales and Use Tax 67,999,593 69,146,260 1,146,667 Franchise Tax 26,812,125 26,702,018 (110,107) PILOT Taxes 1,508,894 1,508,894 - TOTAL TAXES 207,739,067 208,775,627 1,036,560 License and Permits 28,601,482 30,071,777 1,470,295 Intergovernmental 4,444,400 4,146,157 (298,243) Interest Income 1,900,682 1,700,000 (200,682) Fines & Forfeiture 3,938,848 2,210,747 (1,728,101) Parking Meter Collection 3,432,962 1,705,187 (1,727,775) Charges and Services 4,428,069 4,219,771 (208,298) Miscellaneous Revenue 4,014,037 3,036,282 (977,755) Interfund Reimbursement 20,281,706 20,268,706 (13,000) Transfers 9,507,812 9,507,812 - TOTAL W/OUT SPECIAL TAX 288,289,065 285,642,067 (2,646,998) Sales and Use Tax - 1/2 cent 32,797,506 33,547,506 750,000 Sales and Use Tax - County Option - - - TOTAL GENERAL FUND 321,086,571 319,189,573 (1,896,998) The City is currently projecting a $1.9 million decrease in budgeted revenue. The largest portion of the decrease is attributed to a $1.7 million decrease in Fines and Forfeitures, a $1.7 million decrease in Parking Meter Revenues and a $978 thousand decrease in Miscellaneous Revenues. These decreases are offset by a projected net increase of $1.4 million in Licenses and Permits as well as a $1.1 million increase in Sales Tax and a $750 thousand increase in sales tax attributable to Funding Our Future revenues. The increase in Licenses and Permits is in spite of airport parking/license tax showing a decrease due to decreased travel as a result of COVID. The decrease in airport parking and licenses is $2,045,000. Innkeepers tax has also been hit hard by COVID and is projecting a decrease of $1,717,500. According to the local news, hotels are experiencing 30% occupancy compared to this time of year in previous years. Business license are also expected to be below budget due to trends for apartment units, new business license and renew business licenses. These losses are offset by gains in permits & zoning building permits (+$1.1M), plan check fees (+$1.5M), and street excavation (+$1.96M due to a temporary boost from Google contract). Fines and Forfeitures are projected below budget due to a decrease in parking ticket revenue of $750k. Justice Court fines are down $185k, while moving violations are projected wat a loss of $699k. The Justice Court is following the order of the Administrative Office of the Courts which is resulting in fewer court cases and no orders to pay fines, which are then subsequently not sent to collections and no warrants are being issued. Traffic school revenue is down $61k and vehicle booting is projected to be down $19k. Parking Meter Collection is slightly less than half of the previous fiscal year due to an overall decrease in traffic downtown. This is driving the significant decrease of $1.7 million. Additionally, Miscellaneous Revenue has also been affected by the pandemic with decreases in accounts receivable collections, special event revenue, fuel reimbursement due to the Mayor’s emergency declaration and utility reimbursement. Given the available information fund balance would be projected as follows: With the current use of fund balance from this budget amendment fund balance drops to 15.09%. 2019 Actual FOF GF Only TOTAL FOF GF Only TOTAL Beginning Fund Balance 56,104,269 10,372,054 69,441,955 79,814,009 6,625,050 82,617,126 89,242,176 Budgeted Change in Fund Balance (380,025) - (1,510,094) (1,510,094) 2,924,682 (7,810,302) (4,885,620) Prior Year Encumbrances (8,731,774) (3,105,004) (6,566,830) (9,671,834) (3,733,743) (6,165,453) (9,899,196) Estimated Beginning Fund Balance 46,992,470 7,267,050 61,365,031 68,632,081 5,815,989 68,641,371 74,457,360 Beginning Fund Balance Percent 14.57%18.17%20.64%20.35%17.34%23.66%23.00% Year End CAFR Adjustments Revenue Changes - - - - - - - Expense Changes (Prepaids, Receivable, Etc.) (3,701,982) - (4,127,838) (4,127,838) - (5,676,583) (5,676,583) Fund Balance w/ CAFR Changes 43,290,488 7,267,050 57,237,193 64,504,243 5,815,989 62,964,788 68,780,777 Final Fund Balance Percent 13.42%18.17%19.26%19.13%17.34%21.70%21.25% Budget Amendment Use of Fund Balance (1,858,647) (2,300,000) (13,070,734) (15,370,734) BA#1 Revenue Adjustment - - - BA#1 Expense Adjustment - - - BA#2 Revenue Adjustment - - - BA#2 Expense Adjustment - (288,488) (288,488) BA#3 Revenue Adjustment - - - BA#3 Expense Adjustment - (6,239,940) (6,239,940) BA#4 Revenue Adjustment - - - BA#4 Expense Adjustment - - - BA#5 Revenue Adjustment - (242,788) (242,788) BA#5 Expense Adjustment - (2,783,685) (2,783,685) BA#6 Revenue Adjustment - - - BA#6 Expense Adjustment - (63,673) (63,673) BA#7 Revenue Adjustment - 540,744 540,744 BA#7 Expense Adjustment - (6,582,824) (6,582,824) BA#8 Revenue Adjustment - - - BA#8 Expense Adjustment (1,000,000) (1,000,000) (2,000,000) BA#9 Revenue Adjustment - 439,809 439,809 BA#9 Expense Adjustment - (830,468) (830,468) Change in Revenue 3,149,980 758,000 6,069,370 6,827,370 750,000 (2,646,998) (1,896,998) Fund Balance Budgeted Increase 2,500,000 900,000 - 900,000 - - - - Adjusted Fund Balance 47,081,821 6,625,050 50,235,829 56,860,879 5,565,989 43,266,477 48,832,466 Adjusted Fund Balance Percent 14.60%16.56%16.90%16.86%16.59%14.91%15.09% Projected Revenue 322,562,293 40,000,000 297,251,407 337,251,407 33,547,506 290,132,520 323,680,026 2021 Projection2020 Projection Fund Balance Projections The Administration is requesting a budget amendment totaling $9,685,717.37 of revenue and expense of $10,039,223.01. The amendment proposes changes in the seven funds, with $390,658.64 from the General Fund fund balance. The proposal includes twenty-one initiatives for Council review. A summary spreadsheet document, outlining proposed budget changes is attached. The Administration requests this document be modified based on the decisions of the Council. The budget opening is separated in eight different categories: A. New Budget Items B. Grants for Existing Staff Resources C. Grants for New Staff Resources D. Housekeeping Items E. Grants Requiring No New Staff Resources F. Donations G. Council Consent Agenda Grant Awards I. Council Added Items PUBLIC PROCESS: Public Hearing SALT LAKE CITY ORDINANCE No. ______ of 2021 Ninth amendment to the Final Budget of Salt Lake City, including the employment staffing document, for Fiscal Year 2020-2021) An Ordinance Amending Salt Lake City Ordinance No. 27 of 2020 which adopted the Final Budget of Salt Lake City, Utah, for the Fiscal Year Beginning July 1, 2020 and Ending June 30, 2021. In June of 2020, the Salt Lake City Council adopted the final budget of Salt Lake City, Utah, including the employment staffing document, effective for the fiscal year beginning July 1, 2020 and ending June 30, 2021, in accordance with the requirements of Section 10-6-118 of the Utah Code. The City’s Budget Director, acting as the City’s Budget Officer, prepared and filed with the City Recorder proposed amendments to said duly adopted budget, including the amendments to the employment staffing document necessary to effectuate the staffing changes specifically stated herein, copies of which are attached hereto, for consideration by the City Council and inspection by the public. All conditions precedent to amend said budget, including the employment staffing document as provided above, have been accomplished. Be it ordained by the City Council of Salt Lake City, Utah: SECTION 1. Purpose. The purpose of this Ordinance is to amend the final budget of Salt Lake City, including the employment staffing document, as approved, ratified and finalized by Salt Lake City Ordinance No. 27 of 2020. SECTION 2. Adoption of Amendments. The budget amendments, including amendments to the employment staffing document necessary to effectuate the staffing changes 2 specifically stated herein, attached hereto and made a part of this Ordinance shall be, and the same hereby are adopted and incorporated into the budget of Salt Lake City, Utah, including the amendments to the employment staffing document described above, for the fiscal year beginning July 1, 2020 and ending June 30, 2021, in accordance with the requirements of Section 10-6-128 of the Utah Code. SECTION 3. Filing of copies of the Budget Amendments. The said Budget Officer is authorized and directed to certify and file a copy of said budget amendments, including amendments to the employment staffing document, in the office of said Budget Officer and in the office of the City Recorder which amendments shall be available for public inspection. SECTION 4. Effective Date. This Ordinance shall take effect upon adoption. Passed by the City Council of Salt Lake City, Utah, this _____ day of __________, 2021. ________________________ CHAIRPERSON ATTEST: ______________________________ CITY RECORDER Transmitted to the Mayor on __________________ Mayor’s Action: ____ Approved ____ Vetoed _________________________ MAYOR ATTEST: _______________________________ CITY RECORDER (SEAL) Bill No. _________ of 2021. Published: ___________________. Salt Lake City Attorney’s Office Approved As To Form _________________________ Jaysen Oldroyd Initiative Number/Name Fund Revenue Amount Expenditure Amount Revenue Amount Expenditure Amount Ongoing or One-time FTEs 1 Withdrawn Prior to Transmittal 2 Withdrawn Prior to Transmittal 3 Withdrawn Prior to Transmittal 4 Withdrawn Prior to Transmittal 5 Inland Port Property Tax Revenue GF 483,242.00 - One-time - 5 Inland Port Property Tax Revenue GF (483,242.00) - One-time - 6 Convention Hotel Property Tax Revenue GF 10,116.00 - One-time - 6 Convention Hotel Property Tax Revenue GF (10,116.00) - One-time - 7 Presumption for CARES GF - (293,067.36)One-time - 7 Presumption for CARES Non-Departmental GF (143,067.36)One-time 7 Presumption fo CARES Fire Change from Non-Departmental GF 143,067.36 8 Fire Emergency Management Office Buildout GF 150,000.00 150,000.00 One-time - 9 911-ETM Security Platform E911 - 41,138.00 One-time - Fiscal Year 2020-21 Budget Amendment #9 Council ApprovedAdministration Proposed Section A: New Items Section C: Grants for New Staff Resources Section B: Grants for Existing Staff Resources 1 Fiscal Year 2020-21 Budget Amendment #9 Initiative Number/Name Fund Revenue Amount Expenditure Amount Revenue Amount Expenditure Amount Ongoing or One-time FTEs 1 Police Impact Fee Refund CIP - (510,828.00)One-time - 1 Police Impact Fee Refund CIP - 438,897.00 One-time - 1 Police Impact Fee Refund CIP - 71,931.00 One-time - 2 Move Transportation CIP Projects to CIP Fund Transportation - (8,695,770.00)One-time - 2 Move Transportation CIP Projects to CIP Fund Transportation - 8,695,770.00 One-time - 2 Move Transportation CIP Projects to CIP Fund CIP 8,695,770.00 8,695,770.00 One-time - 3 Transfer CIP Funds to Refuse Fund CIP - 46,982.37 One-time - 3 Transfer CIP Funds to Refuse Fund Refuse 46,982.37 - One-time - 4 Transfer Bond Funds from 700 West Cost Center to Bond Contingency CIP - (917,854.00)One-time - 4 Transfer Bond Funds from 700 West Cost Center to Bond Contingency CIP - 917,854.00 One-time - 5 Corrections for Debt Transfer Errors in Original Adopted Budget GF - 78,291.00 One-time - 5 Corrections for Debt Transfer Errors in Original Adopted Budget Debt Service 78,291.00 - One-time - 6 Donation Fund Increase Donation 200,000.00 200,000.00 One-time - 7 Fire Department - Wildland/Search & Rescue Deployments GF 230,683.00 230,683.00 One-time - 8 Fire Department - Other Reimbursements GF 59,126.00 59,126.00 One-time - 9 Fire Department - COVID Costs GF - 605,435.00 One-time - 1 Salt Lake County, CATNIP, Reconfigure Gilmer Drive CIP 55,365.00 55,365.00 One-time - 2 CARES Act, third tranche Misc Grants 150,000.00 150,000.00 One-time - Council Approved Section D: Housekeeping Section F: Donations Section E: Grants Requiring No New Staff Resources Administration Proposed 2 Fiscal Year 2020-21 Budget Amendment #9 Initiative Number/Name Fund Revenue Amount Expenditure Amount Revenue Amount Expenditure Amount Ongoing or One-time FTEs Consent Agenda #5 1 Utah State Dept. of Public Safety, Bureau of Forensic Services, FY 20 Paul Coverdell Forensic Science Improvement Grant Program Misc Grants 19,500.00 19,500.00 One-time - Total of Budget Amendment Items 9,685,717.37 10,039,223.01 - - - Total by Fund Class, Budget Amendment #9: General Fund GF 439,809.00 830,467.64 - - - Capital Improvement Program Fund CIP 8,751,135.00 8,798,117.37 - - - Debt Service Fund Debt Service 78,291.00 - - - - Donation Fund Donation 200,000.00 200,000.00 - - - Refuse Fund Refuse 46,982.37 - - - - E 911 Fund E911 - 41,138.00 - - - Miscellaneous Grants Fund Misc Grants 169,500.00 169,500.00 - - - - - - Total of Budget Amendment Items 9,685,717.37 10,039,223.01 - - - Administration Proposed Council Approved Section I: Council Added Items Section G: Council Consent Agenda -- Grant Awards 3 Fiscal Year 2020-21 Budget Amendment #9 Current Year Budget Summary, provided for information only FY 2020-21 Budget, Including Budget Amendments FY 2020-21 Adopted Budget BA #1 Total BA #2 Total BA #3 Total BA #4 Total BA #5 Total ^^ Total Through BA#5 ^^ General Fund (FC 10)326,130,003 288,487.58 6,184,940.00 2,783,685.00 335,387,115.58 Curb and Gutter (FC 20)3,000 3,000.00 DEA Task Force Fund (FC 41)1,763,746 1,763,746.00 Misc Special Service Districts (FC 46)1,550,000 1,550,000.00 Street Lighting Enterprise (FC 48)5,379,697 1,500.00 5,381,197.00 Water Fund (FC 51)126,333,193 296,750.00 126,629,943.00 Sewer Fund (FC 52)212,638,399 108,500.00 212,746,899.00 Storm Water Fund (FC 53)17,961,860 32,650.00 17,994,510.00 Airport Fund (FC 54,55,56)302,311,600 - 520,000.00 38,956,452.00 341,788,052.00 Refuse Fund (FC 57)16,515,438 53,200.00 2,742,500.00 19,311,138.00 Golf Fund (FC 59)8,484,897 8,484,897.00 E-911 Fund (FC 60)3,789,270 3,789,270.00 Fleet Fund (FC 61)19,209,271 93,000.00 19,302,271.00 IMS Fund (FC 65)18,289,687 237,000.00 18,526,687.00 County Quarter Cent Sales Tax for Transportation (FC 69) 7,571,945 7,571,945.00 CDBG Operating Fund (FC 71)3,509,164 3,063,849.00 6,573,013.00 Miscellaneous Grants (FC 72)8,261,044 716,764.00 5,925,738.42 5,925,738.00 7,818,505.00 28,647,789.42 Other Special Revenue (FC 73)- - Donation Fund (FC 77)2,380,172 2,380,172.00 Housing Loans & Trust (FC 78)23,248,016 23,248,016.00 Debt Service Fund (FC 81)37,519,401 (3,858,955.00) 33,660,446.00 CIP Fund (FC 83, 84 & 86)24,420,242 36,435,000.00 60,855,242.00 Governmental Immunity (FC 85)2,855,203 2,855,203.00 Risk Fund (FC 87)51,409,025 14,350.00 51,423,375.00 Total of Budget Amendment Items 1,221,534,273 716,764.00 7,463,826.00 45,141,392.00 5,925,738.00 49,091,934.00 1,329,873,927.00 4 Fiscal Year 2020-21 Budget Amendment #9 Current Year Budget Summary, provided for information only FY 2020-21 Budget, Including Budget Amendments ^^ FY 2020-21 Adopted Budget through BA#5 ^^ BA #6 Total BA #7 Total BA #8 Total BA #9 Total Total To-Date General Fund (FC 10)335,387,116 63,673.00 6,582,824.00 2,000,000.00 830,467.64 344,864,080 Curb and Gutter (FC 20)3,000 3,000 DEA Task Force Fund (FC 41)1,763,746 1,763,746 Misc Special Service Districts (FC 46)1,550,000 1,550,000 Street Lighting Enterprise (FC 48)5,381,197 5,038.00 5,386,235 Water Fund (FC 51)126,629,943 1,543,238.00 128,173,181 Sewer Fund (FC 52)212,746,899 241,206.00 212,988,105 Storm Water Fund (FC 53)17,994,510 67,282.00 18,061,792 Airport Fund (FC 54,55,56)341,788,052 859,674.00 342,647,726 Refuse Fund (FC 57)19,311,138 128,084.00 19,439,222 Golf Fund (FC 59)8,484,897 23,667.00 8,508,564 E-911 Fund (FC 60)3,789,270 41,138.00 3,830,408 Fleet Fund (FC 61)19,302,271 97,612.00 19,399,883 IMS Fund (FC 65)18,526,687 453,399.00 93,766.00 19,073,852 County Quarter Cent Sales Tax for Transportation (FC 69) 7,571,945 1,876.00 7,573,821 CDBG Operating Fund (FC 71)6,573,013 6,573,013 Miscellaneous Grants (FC 72)28,647,789 750,000.00 11,223,292.00 169,500.00 40,790,581 Other Special Revenue (FC 73)- 520,150.00 520,150 Donation Fund (FC 77)2,380,172 200,000.00 2,580,172 Housing Loans & Trust (FC 78)23,248,016 - 23,248,016 Debt Service Fund (FC 81)33,660,446 33,660,446 CIP Fund (FC 83, 84 & 86)60,855,242 1,293,732.00 1,361,866.14 8,798,117.37 72,308,958 Governmental Immunity (FC 85)2,855,203 5,296.00 2,860,499 Risk Fund (FC 87)51,423,375 3,836.00 51,427,211 Total of Budget Amendment Items 1,329,873,927 2,560,804.00 22,758,707.14 2,000,000.00 10,039,223.01 - 1,367,232,661 Budget Manager Analyst, City Council 5 Fiscal Year 2020-21 Budget Amendment #9 Contingent Appropriation 6 Salt Lake City FY 2020-21 Budget Amendment #9 Initiative Number/Name Fund Amount 1 Section A: New Items A-1: Withdrawn Prior to Transmittal A-2: Withdrawn Prior to Transmittal A-3: Withdrawn Prior to Transmittal A-4: Withdrawn Prior to Transmittal A-5: Inland Port Tax Revenue GF $0.00 Department: Finance Prepared By: John Vuyk As part of the City's annual financial audit, the City was informed it needs to budget and account for City tax revenue withi n the boundaries of the Inland Port. Because the tax revenue is dispersed directly to the inland port, the City does not receive the tax revenue. The City will budget a line item to recognize the tax revenue and a corresponding contra account so City revenue is not overstated. A $500,000 portion of the Inland Port revenue was accounted for in budget amendment #7 of this fiscal year. This amendment will account for the remaining $483,242 in anticipated revenue. A-6: Convention Hotel Tax Revenue GF $0.00 Department: Finance Prepared By: John Vuyk As part of the City's annual financial audit, the City was informed it needs to budget and account for City tax revenue at the Convention Center Hotel. Because the tax revenue is dispersed directly to the convention hotel, the City does not receive the tax revenue. The City will budget a line item to recognize the tax revenue and a corresponding contra account so City revenue is not overstated. This amendment is for the $10,116 in anticipated revenue. A-7: Presumption for CARES GF -$293,067.36 Department: Finance Prepared By: John Vuyk The Council approved the use of the assumption for any unspent funds from CARES. This amendment recognizes the removes personnel expenses in Fire that were used for the assumption and passes the eligible budget from previously budgeted line items to Fire. A-8: Fire Emergency Management Office Buildout GF $293,067.36 Department: Finance Prepared By: Mary Beth Thompson/ Clint Rasmussen The Administration is proposing to use the third traunche of CARES Act funding ($150,000) and the remaining unspent amounts from the first two traunches ($143,067.36) to build office space for Emergency Management within the Fire Department. Emergency Management is growing and is currently limited in office space. The current staff reside on the 3rd floor of the PSB, many in spaces designed as common space or break-out rooms. Adjacent to this area, is open floor space that can be converted to office space. This would include 2 new Division Chief offices, 2 new Captain offices, plus cubicle space and open space. Construction budget is estimated at $275,000 plus furniture requirements of $42,000. Fire Department funds will be used to complete any additional costs not covered in this amendment. Salt Lake City FY 2020-21 Budget Amendment #9 Initiative Number/Name Fund Amount 2 A-9: 911-ETM Security Platform E911 $41,138.00 Department: E911 Communications Prepared By: Clint Rasmussen SLC911 has seen an unprecedented surge of digital attacks on their 911 and administrative lines. The result has been a telephone denial of service attack (TDoS) which means that a series of calls spoof incoming lines by merging other public safety answering points together, or robo calling which overwhelms lines for service. While we have been fortunate to date, we are seeing this behavior more frequently. Without this protection, our communities are at risk and it would have a devastating impact on the ability of the center to answer emergency calls. SLC911 is requesting emergency funding to purchase an enterprise voice network security platform. This platform includes hardware, software, and monitoring services. The managed services will monitor 911's administrative systems for threats and respond with specific recommendations to mitigate any attacks. This funding is requested to come from Fund 60, the E911 Tax Fund, not the General Fund. Hardware $9,685 Licensing $2,878 Installation/Training $3,375 Monitoring Services $25,200 Total Requested $41,138 Section B: Grants for Existing Staff Resources Section C: Grants for New Staff Resources Section D: Housekeeping D-1: Police Impact Fee Refund Impact Fees -$510,828.00 Impact Fees $510,828.00 Department: Finance Prepared By: John Vuyk / Mike Atkinson The City Council set aside funding for the purchase of property using Police Impact Fees. The intended property did not work for the police precinct and refunds of the impact fees are now required. These refunds will be funded with proceeds from unclaimed refunds from Cost Center 8417006. The remaining funds in 8417006 will be returned to 8484001. D-2: Moving Transportation CIP Projects to CIP Fund Trans -$8,695,770.00 Trans $8,695,770.00 CIP $8,695,770.00 Department: Finance Prepared By: Mike Atkinson Currently the Transportation CIP projects reside in the Transportation fund. Because the fund is a governmental fund, assets will need to be carefully evaluated, capitalized, depreciated and reported like the regular CIP funds. This is a time intensive project and one of the biggest bottle necks for the financial audit. To relieve some of this pressure, we request that the Transportation capital projects be moved to the CIP fund so they can be processed like the other CIP funds. The funds will be easily identifiable as being funded by the Transportation sales tax. No additional funding is required as this just moves the funds from the Transportation Fund to the CIP Fund. Salt Lake City FY 2020-21 Budget Amendment #9 Initiative Number/Name Fund Amount 3 D-3: Transfer CIP Funds to Refuse Fund CIP $46,982.37 Department: Sustainability Prepared By: Gregg Evans The Department of Sustainability is requesting a budget amendment to transfer $46,982 from CIP to the Envi ronment and Energy Fund 00577 within the Refuse Fund Class 57. During FY19 the Department of Sustainability transferred $240,000 to CIP (CC 8320715) to be used in conjunction with an RMP Bluesky grant toward installing rooftop solar on the Sorenson Unity Center building. The Sorenson Rooftop Solar Project is now finished, and the department is requesting that the remaining unused funds of $46,982 be transferred back into the Environment and Energy Fund (E&E) within the Refuse Fund Class 57. Due to the shrinking E&E fund balance these funds are greatly needed and will be used to fund future sustainability projects and operations. D-4: Transfer Bond Funds from 700 West Cost Center to Bond Contingency CIP -$917,854.00 CIP $917,854.00 Department: Community & Neighborhoods Prepared By: John Vuyk The budgetary estimate of construction costs for the 700 West Road Re-Construction Bond project was $2,000,000. 10% of these funds were assigned to the 2020 Bond Contingency Fund. The 700 West Cost Center was, therefore, $1,800,000. 700 West was also eligible for $155,000 of Impact Fees. The bids for 700 West came in well below the budgeted amount. With the completion of construction and the application of Impact Fees, the 700 West project is $917,853.80 below the budgeted amount. This includes the hard and soft costs. These funds are being requested to be moved to one of the 2020 or 2021 contingency fu nds so the bond funds can be expended on upcoming bond road projects. D-5: Corrections for Debt Transfer Errors in Original Adopted Budget GF $78,291.00 Debt Service $78,291.00 Department: Finance Prepared By: Russ Sundquist During the chaos of the COVID pandemic, the estimated savings from existing cash in the debt service fund of $22,892 (see CIP book page A6) were subtracted twice. It is necessary to add additional budget to cover sales tax bonds. Additionally, the City also expected to realize savings from refunding the ESCO debt of $55,399 (see Budget Book page B21). As the bonds were evaluated in preparation for the refunding, there was not the estimated savings that were expected. The total amount needed is $78,291. D-6: Donation Fund Increase Donation $200,000.00 Department: Finance Prepared By: Teresa Beckstrand There is a strong possibility that before the year-end we will receive several large donations that will exceed the amount approved in the annual budget. It is necessary to have enough budget to accommodate all the donations and be under budget by the end of the fiscal year and be in compliance for the audit. As of December 30th, 2020 there were approximately $80,000 in donations. If the expected donations are received, we will need approximately $200,000 in budget. All donations are processed as required through the donation ordinance and will be reported in detail to Council after the end of the year. Salt Lake City FY 2020-21 Budget Amendment #9 Initiative Number/Name Fund Amount 4 D-7: Fire Department – Wildland/Search & Rescue Deployments GF $230,683.00 Department: Fire Prepared By: Clint Rasmussen Personnel were deployed several times during Fall 2020. A team was mobilized to Hurricane Laura in August, a Search & Rescue team assisted in Oregon in September while simultaneously another team volunteered to fight their Wildfires. The department helped fight the California Wildfires in October. Finally, crews assisted in Utah County on the Ridge Fire. All costs associated with these deployments will be reimbursed to Salt Lake City. We are asking the City Council to approve this request to offset personnel costs that include overtime, benefits, and backfill. This proposal will make the fire department whole as well as the General Fund with offsetting revenues. The request is only for the amount of revenues we have received. Expense Hurricane Laura - August 2020 $ 87,572.01 Oregon Wildfire Search & Rescue - September 2020 $234,201.93 Oregon Wildfire - September 2020 $243,468.67 California Wildfire - October 2020 $ 176,218.51 Utah County Ridge Fire - October 2020 $ 3,666.00 Total Expense Incurred $745,127.12 Revenue/Reimbursement Received Hurricane Laura $ 59,328.56 2/24/2021 Oregon Search & Rescue $167,688.39 2/24/2021 Utah County Ridge Fire $ 3,666.00 3/2/2021 Reimbursement Rec'd $230,682.95 Remainder of Reimbursement will likely be received in FY22 and will be included in the Mayor’s Recommended Budget as a one-time revenue and expense line item. D-8: Fire Department – Other Reimbursements GF $59,126.00 Department: Fire Prepared By: Clint Rasmussen The Fire Department has provided several services in which it expects to receive a reimbursement including: Fire Inspector overtime on behalf of the SLC Airport Redevelopment contractor, backfill costs caused by Utah Search and Rescue training at their request, Fire Watch services for the Vice Presidential Debate at the University of Utah, and finally cost recovery efforts from negligent accidents/incidents. Airport Redevelopment Inspector OT $ 7,671.50 Utah Search and Rescue (USAR) Training/Backfill $19,006.05 Cost Recovery $28,811.15 Vice Presidential Debate Fire Watch/Standby $ 3,637.45 Budget Amendment Total $59,126.15 Salt Lake City FY 2020-21 Budget Amendment #9 Initiative Number/Name Fund Amount 5 D-9: Fire Department COVID Costs GF $605,435.00 Department: Fire Prepared By: Clint Rasmussen COVID19 ERPL and Worker's Compensation claims caused by COVID19 have had a detrimental effect to the Fire Department's budget. While ERPL was very much appreciated by Fire personnel, it caused a dramatic rise in the cost of backfilling open shifts. The Fire Department has a 4-handed staffing mandate, meaning each apparatus will have 4 personnel and the department will "buy back" off duty personnel to fill any gaps. Many times, this cost is paid out at overtime. When Emergency Responders tested positive for COVID19, it was a presumptive positive, meaning it was assumed the infection was obtained while working on the job in their role for Salt Lake City. It is anticipated that some of these costs will eventually be reimbursed by FEMA. This request is for Worker's Compensation claims directly caused by COVID19, and ERPL associated backfill costs (Buybacks, Fullstaffs, OT, MRT OT). WC Claims $155,295 ERPL Backfill $450,140 Total $605,435 Section E: Grants Requiring No New Staff Resources E-1: Salt Lake County, CATNIP, Reconfigure Gilmer Drive CIP $55,365.00 Department: Finance Prepared By: Melyn Osmond The Transportation Division received a follow up grant award from Salt Lake County for $55,365 to finish up the original 9 Line / 900 South Trail. The Gilmer Drive Intersection was not completed during the original contract period so the funds were unspent. The County issued a new Interlocal Agreement with the City to finish the project funding from the original Agreement. This funding is to reconfigure the Gilmer Drive Intersection; move and curb, add a landscaped separation between bikeway and roadway and install wayfinding signage. In FY18 The Transportation Division applied for and received a grant from Salt Lake County for $500,000 under the Countywide Active Transportation Network Improvement Program 2017. This grant is to be used for design and construction of the segment of the 9 Line / 900 South Trail between 900 East and 1300 East. Construction of the trail segment would occur in conjunction with road reconstruction from Lincoln (950 East) to 1300 East and the installation of wayfinding signs on 900 South and Gilmer Drive. This grant has a no match requirement. A public hearing was held on 12/12/17 on the original grant application for this award. E-2: CARES Act, third tranche Grant $150,000.00 Department: Finance Prepared By: Melyn Osmond Salt Lake City received $150,000 from the third tranche of CARES Act funding. In BA#4 the Council authorized the Administration to use the presumption that any amount received in this tranche would cover costs associated with expenses within the Fire Department. This amendment formalizes that assumption, with the City recognizing the revenue and an expense associated with the award. Salt Lake City FY 2020-21 Budget Amendment #9 Initiative Number/Name Fund Amount 6 The County issued a new Interlocal Agreement with the City to finish the project funding from the original Agreement. This funding is to reconfigure the Gilmer Drive Intersection; move and curb, add a landscaped separation between bikeway and roadway and install wayfinding signage. In FY18 The Transportation Division applied for and received a grant from Salt Lake County for $500,000 under the Countywide Active Transportation Network Improvement Program 2017. This grant is to be used for design and construction of the segment of the 9 Line / 900 South Trail between 900 East and 1300 East. Construction of the trail segment would occur in conjunction with road reconstruction from Lincoln (950 East) to 1300 East and the installation of wayfinding signs on 900 South and Gilmer Drive. This grant has a no match requirement. A public hearing was held on 12/12/17 on the original grant application for this award. Section F: Donations Section G: Consent Agenda Consent Agenda #5 G-1: Utah State Dept. of Public Safety, Bureau of Forensic Services, FY 20 Paul Coverdell Forensic Science Improvement Grant Program Misc Grants $19,500.00 Department: Police Prepared By: Jordan Smith / Melyn Osmond The police department is proposed as a sub-awardee in the Utah Department of Public Safety’s Bureau of Forensic Services (UBFS) application for the FY20 Paul Coverdell Forensic Science Improvement Grant Program. The state’s application includes $19,500 for the police department’s Crime Laboratory to attain initial accreditation in 2021 through ANAB (ANSI National Accreditation Board) under ISO 17020 for Inspection Agencies. The Police Department received a subaward from UBFS’s FY19 Coverdell application to fund the application fee. The anticipated remaining accreditation costs, which will be funded through this FY20 award, include the assessment fee and the annual accreditation fee based on the laboratory’s scope of operations. A match is not required for this award. Section I: Council Added Items Impact Fees ‐ Summary Confidential Data pulled 4/01/2021 Unallocated Budget Amounts: by Major Area Area Cost Center UnAllocated Cash Notes: Impact fee - Police 8484001 395,285$ A Impact fee - Fire 8484002 930,142$ B Impact fee - Parks 8484003 7,097,114$ C Impact fee - Streets 8484005 5,013,594$ D 13,436,135$ Expiring Amounts: by Major Area, by Month 202007 (Jul2020)2021Q1 -$ -$ -$ -$ -$ 202008 (Aug2020)2021Q1 -$ -$ -$ -$ -$ 202009 (Sep2020)2021Q1 -$ -$ -$ -$ -$ 202010 (Oct2020)2021Q2 -$ -$ -$ -$ -$ 202011 (Nov2020)2021Q2 -$ -$ -$ -$ -$ 202012 (Dec2020)2021Q2 -$ -$ -$ -$ -$ 202101 (Jan2021)2021Q3 -$ -$ -$ -$ -$ 202102 (Feb2021)2021Q3 16,273$ ^ 1 -$ -$ -$ 16,273$ 202103 (Mar2021)2021Q3 16,105$ ^ 1 -$ -$ -$ 16,105$ Current Month 202104 (Apr2021)2021Q4 1,718$ ^ 1 -$ -$ -$ 1,718$ 202105 (May2021)2021Q4 14,542$ ^ 1 -$ -$ -$ 14,542$ 202106 (Jun2021)2021Q4 30,017$ ^ 1 -$ -$ -$ 30,017$ 202107 (Jul2021)2022Q1 10,107$ ^ 1 -$ -$ -$ 10,107$ 202108 (Aug2021)2022Q1 6,804$ ^ 1 -$ -$ -$ 6,804$ 202109 (Sep2021)2022Q1 5,554$ ^ 1 -$ -$ -$ 5,554$ 202110 (Oct2021)2022Q2 3,106$ ^ 1 -$ -$ -$ 3,106$ 202111 (Nov2021)2022Q2 -$ -$ -$ -$ -$ 202112 (Dec2021)2022Q2 -$ -$ -$ -$ -$ 202201 (Jan2022)2022Q3 -$ -$ -$ -$ -$ 202202 (Feb2022)2022Q3 -$ -$ -$ -$ -$ 202203 (Mar2022)2022Q3 -$ -$ -$ -$ -$ 202204 (Apr2022)2022Q4 -$ -$ -$ -$ -$ 202205 (May2022)2022Q4 -$ -$ -$ -$ -$ 202206 (Jun2022)2022Q4 -$ -$ -$ -$ -$ 202207 (Jul2022)2023Q1 -$ -$ -$ -$ -$ 202208 (Aug2022)2023Q1 -$ -$ -$ -$ -$ 202209 (Sep2022)2023Q1 -$ -$ -$ -$ -$ 202210 (Oct2022)2023Q2 -$ -$ -$ -$ -$ 202211 (Nov2022)2023Q2 -$ -$ -$ -$ -$ 202212 (Dec2022)2023Q2 -$ -$ -$ -$ -$ 202301 (Jan2023)2023Q3 -$ -$ -$ -$ -$ 202302 (Feb2023)2023Q3 -$ -$ -$ -$ -$ 202303 (Mar2023)2023Q3 -$ -$ -$ -$ -$ 202304 (Apr2023)2023Q4 118$ -$ -$ -$ 118$ 202305 (May2023)2023Q4 469$ -$ -$ -$ 469$ 202306 (Jun2023)2023Q4 276$ -$ -$ -$ 276$ Total, Currently Expiring through June 2021 78,656$ -$ -$ -$ 78,656$ Notes ^1 FY 2 0 2 3 Calendar Month 1/26/21: We are currently in a refund situation. We will refund $104k in the next 9 months without offsetting expenditures Fi s c a l Y e a r 2 0 2 1 FY 2 0 2 2 Fiscal Quarter E = A + B + C + D Police Fire Parks Streets Total Impact Fees Confidential Data pulled 4/01/2021 AAA BBB CCC DDD = AAA - BBB - CCC Police Allocation Budget Amended Allocation Encumbrances YTD Expenditures Allocation Remaining Appropriation Values Crime lab rent 8417001 -$ 118$ -$ (118)$ Eastside Precint 8419201 21,639$ 21,639$ -$ -$ Sugarhouse Police Precinct 8417016 10,331$ 10,331$ -$ -$ Public Safety Building Replcmn 8405005 14,068$ 14,068$ -$ 0$ A Police'sConsultant'sContract 8419205 5,520$ 3,507$ 1,955$ 58$ Police Refunds 8418013 539,687$ -$ 69,291$ 470,396$ Police impact fee refunds 8417006 510,828$ -$ -$ 510,828$ PolicePrecinctLandAquisition 8419011 1,410,243$ 239,836$ -$ 1,170,407$ Grand Total 2,512,316$ 289,499$ 71,246$ 2,151,572$ Fire Allocation Budget Amended Allocation Encumbrances YTD Expenditures Allocation Remaining Appropriation Values Fire refunds 8416007 82,831$ -$ -$ 82,831$ Fire Station #14 8415001 6,650$ 6,083$ 567$ -$ Fire Station #14 8416006 52,040$ -$ 7,428$ 44,612$ Fire Station #3 8415002 1,568$ -$ -$ 1,568$ Fire Station #3 8416009 1,050$ 96$ 485$ 469$ Impact fee - Fire 8484002 -$ -$ -$ -$ Impact fee - Parks 8484003 -$ -$ -$ -$ Impact fee - Streets Westside 8484005 -$ -$ -$ -$ B Study for Fire House #3 8413001 15,700$ -$ -$ 15,700$ FireTrainingCenter 8419012 46,550$ -$ 46,550$ -$ Fire'sConsultant'sContract 8419202 10,965$ 6,966$ 3,941$ 58$ FY20 FireTrainingFac. 8420431 66,546$ -$ 10,516$ 56,031$ Fire Station #3 Debt Service 8421200 541,106$ -$ 541,106$ -$ Grand Total 1,164,177$ 13,145$ 949,764$ 201,268$ Parks Allocation Budget Amended Allocation Encumbrances YTD Expenditures Allocation Remaining Appropriation Values Three Creeks Confluence 8419101 173,017$ 39,697$ 133,320$ -$ Impact fee - Fire 8484002 -$ -$ -$ -$ Impact fee - Parks 8484003 -$ -$ -$ -$ Impact fee - Streets Westside 8484005 -$ -$ -$ -$ Park'sConsultant'sContract 8419204 7,643$ 6,388$ 1,213$ 42$ 337 Community Garden, 337 S 40 8416002 277$ -$ -$ 277$ Folsom Trail/City Creek Daylig 8417010 766$ -$ 470$ 296$ Cwide Dog Lease Imp 8418002 24,056$ 23,000$ 270$ 786$ C Rosewood Dog Park 8417013 16,087$ -$ 14,977$ 1,110$ Jordan R 3 Creeks Confluence 8417018 11,856$ -$ 10,287$ 1,570$ 9line park 8416005 86,322$ 20,952$ 63,114$ 2,256$ Jordan R Trail Land Acquisitn 8417017 2,946$ -$ -$ 2,946$ Fairmont Park Lighting Impr 8418004 50,356$ 43,597$ 605$ 6,155$ Parks and Public Lands Compreh 8417008 7,500$ -$ -$ 7,500$ FY Rich Prk Comm Garden 8420138 27,478$ 4,328$ 14,683$ 8,467$ Redwood Meadows Park Dev 8417014 15,939$ -$ 6,589$ 9,350$ ImperialParkShadeAcct'g 8419103 10,830$ -$ -$ 10,830$ Park refunds 8416008 11,796$ -$ -$ 11,796$ Warm Springs Off Leash 8420132 27,000$ -$ 6,589$ 20,411$ JR Boat Ram 8420144 125,605$ 16,546$ 49,104$ 59,956$ Cnty #2 Match 3 Creek Confluen 8420426 515,245$ 407,516$ 37,648$ 70,081$ IF Prop Acquisition 3 Creeks 8420406 350,000$ -$ 257,265$ 92,736$ Parks Impact Fees 8418015 102,256$ -$ -$ 102,256$ UTGov Ph2 Foothill Trails 8420420 200,000$ 35,506$ 51,934$ 112,560$ FY20 Bridge to Backman 8420430 727,000$ 571,809$ 4,080$ 151,111$ 9Line Orchard 8420136 195,045$ -$ -$ 195,045$ Waterpark Redevelopment Plan 8421402 225,000$ -$ -$ 225,000$ Trailhead Prop Acquisition 8421403 275,000$ -$ -$ 275,000$ Bridge to Backman 8418005 350,250$ 12,980$ 54,332$ 282,939$ Parley's Trail Design & Constr 8417012 327,678$ 979$ -$ 326,699$ Cnty #1 Match 3 Creek Confluen 8420424 400,000$ -$ -$ 400,000$ Jordan Prk Event Grounds 8420134 431,000$ -$ -$ 431,000$ Wasatch Hollow Improvements 8420142 490,830$ -$ -$ 490,830$ Fisher House Exploration Ctr 8421401 540,732$ -$ -$ 540,732$ Marmalade Park Block Phase II 8417011 1,145,394$ 46,474$ 33,569$ 1,065,351$ Fisher Carriage House 8420130 1,098,764$ -$ -$ 1,098,764$ Pioneer Park 8419150 3,442,199$ 274,321$ 46,898$ 3,120,981$ Grand Total 11,415,868$ 1,504,094$ 786,943$ 9,124,831$ Streets Allocation Budget Amended Allocation Encumbrances YTD Expenditures Allocation Remaining Appropriation Values Impact fee - Streets Westside 8484005 -$ -$ -$ -$ IF Roundabout 2000 E Parleys 8420122 455,000$ -$ 455,000$ -$ 500 to 700 S 8418016 575,000$ 96,637$ 478,363$ -$ LifeOnState Imp Fee 8419009 124,605$ -$ 124,605$ -$ Impact fee - Parks 8484003 -$ -$ -$ -$ 700 South Reconstruction 8414001 310,032$ -$ 310,032$ -$ 700 South Reconstruction 8415004 1,157,506$ 2,449$ 1,155,057$ -$ Impact fee - Fire 8484002 -$ -$ -$ -$ D Transportation Safety Improvem 8417007 22,360$ -$ 20,821$ 1,539$ Gladiola Street 8406001 16,544$ 13,865$ 435$ 2,244$ Street'sConsultant'sContract 8419203 39,176$ 17,442$ 9,360$ 12,374$ Trans Master Plan 8419006 13,000$ -$ -$ 13,000$ 500/700 S Street Reconstructio 8412001 41,027$ 21,799$ 3,319$ 15,909$ Transp Safety Improvements 8420110 250,000$ 142,326$ 69,591$ 38,083$ 1300 S Bicycle Bypass (pedestr 8416004 42,833$ -$ -$ 42,833$ Complete Street Enhancements 8420120 125,000$ 6,020$ 61,182$ 57,798$ Trans Safety Improvements 8419007 210,752$ 69,002$ 56,815$ 84,935$ Indiana Ave/900 S Rehab Design 8412002 124,593$ -$ -$ 124,593$ Transportation Safety Imp 8418007 147,912$ 1,264$ 8,990$ 137,658$ 9 Line Central Ninth 8418011 152,500$ -$ -$ 152,500$ Bikeway Urban Trails 8418003 200,000$ -$ -$ 200,000$ TransportationSafetyImprov IF 8421500 375,000$ 72,947$ -$ 302,053$ IF Complete Street Enhancement 8421502 625,000$ -$ -$ 625,000$ Traffic Signal Upgrades 8419008 251,316$ -$ 15,688$ 235,628$ Traffic Signal Upgrades 8420105 300,000$ -$ -$ 300,000$ Traffic Signal Upgrades 8421501 875,000$ -$ -$ 875,000$ Street Improve Reconstruc 20 8420125 2,858,090$ -$ 607,870$ 2,250,220$ Grand Total 9,292,247$ 443,752$ 3,377,127$ 5,471,368$ Total 24,384,609$ 2,250,490$ 5,185,080$ 16,949,039$ E = A + B + C + D TRUE TRUE TRUE TRUE 7,097,114$ 5,013,594$ 13,436,135$ 8484002 8484003 8484005 395,285$ $930,142 8484001 UnAllocated Budget Amount CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 SLCCOUNCIL.COM TEL 801-535-7600 FAX 801-535-7651 COUNCIL STAFF REPORT CITY COUNCIL of SALT LAKE CITY TO:City Council Members FROM: Kira Luke Budget & Policy Analyst DATE: May 11, 2021 RE: Small Cell Wireless Facilities (SWF) SQF, LLC Master License Agreement (MLA) ISSUE AT-A-GLANCE Small cell wireless facilities (SWF) add capacity and coverage on a wireless network which improves service in locations with a high density of telecommunication users. SWF are expected to provide part of the infrastructure for fifth-generation wireless technologies (“5G”). Each facility includes an antenna, radio and power meter, and needs connections to power and fiber optic cables. Wireless providers install SWF on public-right-of-way infrastructure including existing and new monopoles, billboards, street lights, street signs, traffic poles, utility poles and other structures. An MLA is a general grant of permission to use the City’s public-right-of-way. After receiving an MLA, a company must submit a permit application for each installation location. Due to superseding federal and state legislation, the City is very limited in ability to regulate placement, appearance or density of pole installations and is required to grant applications that meet the City’s guidelines. The proposed Master License Agreement is for a term of 10 years and allows SQF, LLC to install a network of Wireless Facilities and related structures in the public-right-of-way, subject to applicable permit approvals and design standards. Providers wishing to install fiber optic lines must also hold a franchise agreement with the City. SQF, LLC has also applied for a franchise agreement. Budget Impact: A small positive budget impact is expected as a result of the new MLA. The company will pay the City an annual fee equal to $50 per utility pole, as permitted by State Code. This is in addition to standard permitting fees for associated construction. Community Concerns: •Noticing: Council Members have received complaints from some constituents that multiple companies provide little or no notice to residents when working in adjacent public rights of way. The Council has discussed and given feedback on a first draft of an ordinance expanding noticing requirements for work in the public right of way. The Administration is working with Council staff on an updated draft. •Aesthetics: Residents have raised concerns about pole aesthetics, impacts to views, and incongruence with neighborhood character. When Federal and State legislation was passed preempting much of the City’s regulatory role in small wireless facilities, the City established design standards installers are expected to meet. The Council has been holding conversations about the possibility of further revising those standards (see Policy Question 3). Page | 2 •Health: Constituents have also raised concerns about whether SWF installations could come with health impacts. The Federal Communications Commission (FCC) has ruled SWF installations exempt from environmental impact review, which precludes the City from any ability to restrict installations based on health concerns. POLICY QUESTIONS 1.Budget impact: Most of the City’s master license agreements derive from a standard template, which defers the fees set to state code. According to the Administration, they’ve observed a trend of decreasing revenue from telecommunications franchises. The Council may wish to ask, are there other ways to capture revenue from new technologies? 2.Digital Equity: Council Members have heard concerns that 5g rollout may be disproportionately available to residents in different parts of the City, leaving residents on the Westside particularly unable to access the same technology as residents on the East side of the City. a. The Council may wish to ask if the City’s forthcoming Equity Study or new Chief Equity Officer may have a role to inform master license agreements like the one under consideration? b.By way of example, in 2016, the City created a cooperation statement with Rocky Mountain Power to affirm mutual interest in progress toward the City's sustainability goals, which in turn informed the 5-year franchise agreement with Rocky Mountain Power. The Council may also wish to ask, has a similar arrangement with internet/telecommunication providers been considered as an avenue to pursue the City's digital equity goals? 3.Updated Guidelines: The Council has received feedback from residents frustrated over the lack of ability to deter or affect SWF placements in neighborhoods. In a work session briefing, options such as revising the design guidelines or placing stronger emphasis on colocation were discussed. While these revisions are under discussion, the Council may wish to discuss with the Administration how the City can balance timely application processing with giving the City time to update the standards future applicants may be held to. 4.Ten-Year Term: The Council may wish to ask the Administration, is a ten-year term reasonable, or is technology or City policy expected to advance in such a way that the agreement should be revisited sooner? 5.Enforcement: From franchise agreements to building permits, utility providers typically work through a number of City processes to ensure any installations are in compliance. The Council Office has received complaints from residents about monopoles and utility poles that did not appear to follow the designated City processes. The Council may wish to ask, would additional resources enable the Administration to more closely monitor and respond to constituent complaints of any non-complying utilities? ATTACHMENTS 1. Small Cell Background Information https://small-cell-wireless-facilities-slcgov.hub.arcgis.com/ ERIN MENDENHALL Mayor DEPARTMENT of COMMUNITY and NEIGHBORHOODS Blake Thomas Director SALT LAKE CITY CORPORATION 451 SOUTH STATE STREET, ROOM 404 WWW.SLC.GOV P.O. BOX 145486, SALT LAKE CITY, UTAH 84114-5486 TEL 801.535.6230 FAX 801.535.6005 CITY COUNCIL TRANSMITTAL ________________________ Date Received: _________________ Lisa Shaffer, Chief Administrative Officer Date sent to Council: _________________ ______________________________________________________________________________ TO: Salt Lake City Council DATE: Amy Fowler, Chair FROM: Blake Thomas, Director, Department of Community & Neighborhoods __________________________ SUBJECT: SQF, LLC Master License Agreement for Small Cell Installation in the Right-of- Way STAFF CONTACT: Blake Thomas, CAN Director 801-535-7707 Shellie Finan, Real Property Manager 801-535-6447 Kimberly Chytraus, City Attorney 801-535-7683 DOCUMENT TYPE: Ordinance / Master License Agreement RECOMMENDATION: Pass an Ordinance granting the Master License Agreement with SQF, LLC for small cell installation in the right-of-way. BUDGET IMPACT: None BACKGROUND/DISCUSSION: SQF, LLC (“SQF”) has applied for a new, non-exclusive Master License Agreement (“MLA”) to access Salt Lake City rights-of way to install small cell infrastructure for wireless provider clients, which will allow a wireless carrier to increase its wireless capacity in installation areas. This MLA granted by the City will allow this small cell provider to install and maintain small cell infrastructure within the City rights-of-way, subject to conditions in the agreement and after securing specific site approvals. The MLA also requires payment for the grant of access to the City’s right-of-way. SQF and the City have negotiated the terms of the proposed MLA, attached as Exhibit “A” to the proposed Ordinance. PUBLIC PROCESS: Not Applicable EXHIBITS: Proposed Ordinance and Master License Agreement April 7, 2021 Lisa Shaffer (Apr 7, 2021 15:15 MDT) 04/07/2021 04/07/2021 SALT LAKE CITY ORDINANCE No. __ of 2021 (Granting a Master License Agreement for Wireless Facilities in the Public Way to SQF, LLC, a Delaware limited liability company) WHEREAS, SQF, LLC, a Delaware limited liability company (the “Company”) desires to install equipment to provide third party broadband wireless services within Salt Lake City, Utah (the “City”), and in connection therewith to establish a network in, under, along, over, and across present and future rights-of-way of the City, consisting of antennas, radios, and conduit, together with all necessary and desirable appurtenances, for the operation of a wireless broadband small cell network for communication services; and WHEREAS, the City, in the exercise of its police power, ownership, use or rights over and in the public rights-of-way, and pursuant to its other regulatory authority, believes it is in the best interest of the public to provide to the Company, and its successors, access rights pursuant to a non-exclusive license agreement to operate its business within the City; and WHEREAS, the City and the Company propose to enter into a Master License Agreement for Wireless Facilities in the Public Way in the substantially final form of which has been presented to the City Council at the meeting at which this Ordinance is being considered for adoption; and WHEREAS, the City desires to approve the execution and delivery of such Master License Agreement for Wireless Facilities in the Public Way and to otherwise take all actions necessary to grant the referenced rights to the Company; and WHEREAS, the City believes this Ordinance to be in the best interest of the citizens of the City. 2 NOW, THEREFORE, be it ordained by the City Council of Salt Lake City, Utah, as follows: SECTION 1. Purpose. The purpose of this Ordinance is to grant to the Company, and its successors and assigns, a non-exclusive right to use the present and future public way within and under control of the City for its business purposes, under the constraints and for the compensation enumerated in the substantially final form of the Master License Agreement for Wireless Facilities in the Public Way attached hereto as Exhibit A, and by this reference incorporated herein, as if fully set forth herein (the “Master License Agreement”). SECTION 2. Short Title. This Ordinance shall constitute the SQF, LLC Master License Agreement Ordinance. SECTION 3. Grant of Access Rights. The administration is hereby authorized to negotiate and execute the Master License Agreement reflecting the terms of this Ordinance and incorporating such other terms and agreements as recommended by the City Attorney’s Office. There is hereby granted to the Company, and its successors and assigns, in accordance with the terms and conditions of the Master License Agreement, the right and privilege, to construct, maintain and operate in, under, along, over and across the present and future rights-of-way of the City, all as more particularly described in the Master License Agreement. SECTION 4. Term. The term of the Master License Agreement is for a period of ten years from and after the recordation of the executed Master License Agreement with the Salt Lake City Recorder’s Office, with a renewal of an additional ten year term as provided therein. The Company shall pay all costs of publishing this Ordinance. 3 SECTION 5. Acceptance by Company. Within thirty (30) days after the effective date of this Ordinance, the Company shall execute the Master License Agreement; otherwise, this Ordinance and the rights granted hereunder shall be null and void. SECTION 6. No revocation or termination may be effected until the City Council shall first adopt an ordinance terminating the Master License Agreement and setting forth the reasons therefor, following not less than thirty (30) days prior written notice to the Company of the proposed date of the ordinance adoption. The Company shall have an opportunity on said ordinance adoption date to be heard upon the proposed termination. SECTION 7. This Ordinance shall take effect immediately upon publication. Passed by the City Council of Salt Lake City, Utah, this ____ day of _______, 2021. ______________________________ CHAIRPERSON ATTEST: ______________________________ CITY RECORDER Transmitted to Mayor on _______________________. Mayor’s Action: _______Approved. _______Vetoed. ______________________________ MAYOR ATTEST: ______________________________ CITY RECORDER (SEAL) Bill No. ________ of 2021. Published: _______________. Salt Lake City Attorney’s Office Approved As To Form By: _______________________ Kimberly K. Chytraus Date: __________________ January 6, 2021 EXHIBIT “A” MASTER LICENSE AGREEMENT EXHIBIT “A” MASTER LICENSE AGREEMENT MASTER LICENSE AGREEMENT FOR WIRELESS FACILITIES IN THE PUBLIC WAY THIS MASTER LICENSE AGREEMENT FOR WIRELESS FACILITIES IN THE PUBLIC WAY (this “Agreement”), dated as of its date of recordation with the Salt Lake City Recorder (the “Effective Date”), by and between SALT LAKE CITY CORPORATION, a Utah municipal corporation (the “City”), and SQF, LLC a Delaware limited liability company (including its successors and assigns, the “Company”). RECITALS A.The Company desires a non-exclusive agreement to install, at its sole cost and expense, a network of Wireless Facilities and/or structures related thereto within the boundaries of Salt Lake City, Utah, and to utilize Salt Lake City’s Public Way for such purpose, in order to provide wireless services and expand the available data transmission bandwidth for mobile devices. B.The City owns or controls such Public Way and has agreed to grant access to the Company in accordance with the terms and conditions of this Agreement. NOW, THEREFORE, for good and valuable consideration and, further, in contemplation of subsequent approval by legislative action of the City Council as hereinafter provided, the parties mutually agree as follows: ARTICLE 1 ORDINANCE 1.1 Defined Terms. All capitalized terms not otherwise defined herein have the meanings given them in Salt Lake City Code Chapter 14.056, or its successor (the “City Wireless Code”). 1.2 Ordinance. The City Council has adopted an ordinance entitled Verizon Wireless Master License Agreement Ordinance (the “Ordinance”), approving the execution of this Agreement. Execution of this Agreement constitutes the acceptance of the Ordinance by the Company. Such Ordinance is incorporated herein by reference, and made an integral part of this Agreement. 1.3 Description. The Ordinance confers upon the Company, and its successors and assigns, the non-exclusive right, privilege, and access (the “Access Rights”), subject to the terms of this Agreement, to construct, install, maintain, repair, replace, modify, relocate, remove, and operate: (i) the Wireless Facilities in approved locations in the Public Way and (ii) attach Wireless Facilities to an existing or new Structure in the Public Way, all as described in this Agreement. This Agreement does not grant to Company any interest in any property. 1.4 Term. The term of the Agreement is for a period from and after the date hereof, until 10 years from the Effective Date. If there is no default under this Agreement and Company is compliant with all applicable law, rules, and regulations, this Agreement shall be automatically extended for one additional period of 10 years. If the Company intends not to extend the term, Company shall deliver to City written notice of its intent not to extend the term prior to the expiration of the initial term. ARTICLE 2 PERMIT APPROVAL 2.1 Application and Review. (a) To locate Wireless Facilities in the Public Way or attach Wireless Facilities to an existing or new Structure in the Public Way, Company shall submit an application for a Permit to Work in the Right-of Way (a “Public Way Permit”), the form of which shall be substantially similar to the form attached hereto as Exhibit “A”; provided, the City and the Company can reasonably amend the form from time to time to comply with the City Wireless Code, subject to the Small Wireless Facilities Deployment Act pursuant to Title 54, Chapter 21 of the Utah Code, or its successor (the “State Code”) and applicable federal law. In accordance with the State Code, the Company may submit a request to review and approve multiple Wireless Facilities on the same application by attaching a list of said facilities to the application. If a Wireless Facility is approved and a Public Way Permit is granted, the license for the approved Wireless Facility shall coincide with this Agreement subject to Section 8.4. Company shall comply with the requirements of the City Wireless Code. An approved Public Way Permit shall approve the location and plans for the location of a Wireless Facility. Depending on the scope of the Company’s proposed work, Company may also need to apply for additional permits such as a traffic control permit and electrical permit. The Public Way Permit shall be reviewed as provided in the City Wireless Code, the State Code and applicable federal law. (b) Company shall be responsible for obtaining access and connection to fiber optic lines or other backhaul solutions that may be required for its Wireless Facilities. Company shall obtain a franchise from the City for the location of such fiber optic lines in the Public Way. (c) Any Company Facility that does not have an approved Public Way Permit, does not receive other required permits, or does not meet the specifications of this Agreement or the City Wireless Code, shall be deemed unauthorized. City may cause Company to remove any unauthorized facilities upon 30 days’ written notice at Company’s cost and expense, or following the 30-day period may remove such facilities and will invoice Company for the cost of such removal. ARTICLE 3 FEES 3.1 Compensation. (a) Company shall pay all fees and rates due City pursuant to the City Wireless Code (the “Small Cell Fees”). If the Company is Collocating on a Utility Pole that is owned, managed, or operated by, or on behalf of the City, Company shall pay the City an annual fee equal to $50 per Utility Pole, as may be amended in accordance with the State Code (“City Pole Rate”). Further, consistent with the City Wireless Code and the State Code, the Company shall not be charged any additional rate, fee or compensation for the right to use or occupy any Public Way because Company is subject to the municipal telecommunications license tax under Title 10, Chapter 1, Part 4, Municipal Telecommunications License Tax Act (the “MTLT”). If Company is no longer subject to the MTLT, the Company shall compensate City for the right to use the Public Way as provided by the State Code, subject to applicable federal law. (b) Company shall also pay any reasonable fees or costs permitted by the City Wireless Code, subject to the State Code and other applicable state and federal laws, and charged by City or Structure owner and associated with any related construction or traffic control permits or similar approvals, and any other ad valorem taxes, special assessments or other lawful obligations of the Company to the City. If City is required by law to collect any federal, state, or local tax, fee, or other governmental imposition (each, a “Tax”) from Company with respect to the transactions contemplated by this Agreement, then City shall bill such Tax to Company in the manner and for the amount required by law, Company shall promptly pay such billed amount of Tax to City, and City shall remit such Tax to the appropriate tax authorities as required by law; provided, however, that City shall not bill to or otherwise attempt to collect from Company any Tax with respect to which Company has provided City with an exemption certificate or other reasonable basis for relieving City of its responsibility to collect such tax from Company. Company shall be responsible for all Taxes that are assessed against or are otherwise the legal responsibility of Company with respect to itself and its property. 3.2 Fee Payment. The City Pole Rate shall be paid upon the issuance of each Public Way Permit and be paid in advance annually on or before the anniversary of each Public Way Permit thereafter. There shall be no proration for any partial year. Any payment of the City Pole Rate or other Small Cell Fee, if any, paid after the due date shall incur 12 % annual interest, compounded daily from the due date until payment is received on the amount due. If Company holds over past the expiration of the applicable Public Way Permit and the applicable removal period provided herein, each of the Small Cell Fees shall increase to 200% of the most recent respective Small Cell Fees paid annually if any are being paid hereunder. Payment of a hold over fee does not extend or renew this Agreement or any Public Way Permit. ARTICLE 4 COMPANY USE OF PUBLIC WAY 4.1 Rights to Access and Use Public Way. (a) The Company shall have the right to use a portion of a Public Way in the location described in the approved Public Way Permit to locate and install Wireless Facilities on an approved Structure, subject to the terms and conditions of this Agreement. Notwithstanding anything herein to the contrary, the Company may maintain or replace its Wireless Facility with like-kind equipment of substantially similar size that is in compliance with the design standards set forth in the City Wireless Code without prior written approval of the City; provided, Company shall obtain a Public Way Permit, as required by the City Wireless Code, to authorize construction in the ROW, or a traffic control permit. (b) The rights granted to the Company herein do not include the right to excavate in, occupy or use any City park, recreational areas or other property owned by the City (or regulated by the City, such as riparian areas of water source protection areas). (c) Company shall install and maintain Wireless Facilities and Structures that it owns in a good and workmanlike manner. 4.2 Company Duty to Relocate. Whenever the City shall require the relocation or reinstallation of any of the Wireless Facilities situated within the Public Way, it shall be the obligation of the Company and at Company’s sole cost and expense, to accommodate such requirement within the reasonable time periods provided by the City and, at the latest, complete the relocation of the respective Wireless Facilities within 180 days of receipt of notice to relocate as may be reasonably necessary to meet the requirements of the City. The Company’s relocation may be required by the City for any lawful purpose, including, without limitation, the resolution of existing or anticipated conflicts or the accommodation of any conflicting uses or proposed uses of the Public Way, whether such conflicts arise in connection with a City project or a project undertaken by some other person or entity, public or private; provided, the City shall not relocate the Wireless Facilities to accommodate another wireless carrier unless required by applicable state of federal law. The City will cooperate with the Company to ensure no interference with Company’s operations (including the location of a temporary facility) and provide alternate space where available, within the Public Way. The new location shall be subject to obtaining an approved Public Way Permit. Such relocation shall be accomplished by the Company at no cost or expense to the City. In the event the relocation is or dered to accommodate the improvements of an entity other than City or Company, the cost and expense of such relocation shall be borne by such other entity. 4.3 Approval to Move Company Property; Emergency Exception. Except as provided in Section 4.2, the City shall not, without the prior written approval of the Company, intentionally alter, remove, relocate or otherwise interfere with any portion of the Wireless Facilities. Any written approval request shall be promptly reviewed (within 60 days) and processed by the Company and approval shall not be withheld, conditioned, or delayed so long as such request does not materially adversely impact the Company’s network and does not impose additional costs upon the Company. The Company may condition its approval upon its ability to install a temporary facility and issuance of a replacement Public Way Permit to provide for an alternate space. However, if it becomes necessary, in the reasonable judgment of City, to move any of the Wireless Facilities because of a fire, flood, emergency, earthquake disaster or other imminent and material threat thereof, these acts may be done by the City without prior written approval of the Company at the Company’s sole cost and expense. In the event of an emergency, the City shall use good faith efforts to contact Company’s Network Operations Center at (800) 621-2622 (“NOC”) prior to taking any action involving Company’s equipment. 4.4 Compliance with Rules and Regulations and Applicable Laws. Wireless Facilities located on, upon, over or under the Public Way shall be constructed, installed, maintained, cleared of vegetation, renovated or replaced in accordance with such lawful rules and regulations as the City may issue, subject to the State Code and other applicable state or federal laws. The Company shall acquire, and pay any fees with respect to, such permits as may be required by such rules and regulations, and the City may inspect the manner of such work and require remedies as may be necessary to assure compliance. All Wireless Facilities installed or used pursuant to this Agreement shall be used, constructed, repaired, replaced, and maintained in accordance with applicable federal, state and City laws, rules, and regulations, including without limitation environmental laws, now existing or from time to time adopted or promulgated. 4.5 Repair Damage. If during the course of work on Wireless Facilities, the Company causes damage to or alters any portion of the Public Way, Structure, or any City facilities or other public property or facilities, the Company shall (at its own cost and expense and in a manner reasonably approved by City), replace and restore such portion of the Public Way, Structure, or any City facilities or other public or private property or facilities, in accordance with applicable City ordinances, policies and regulations relating to repair work of similar character. If Company does not complete such work within a reasonable time frame set by City, the City may complete such work and bill Company for the cost and expense, to be paid within 30 days’ following the date of an invoice for such work. 4.6 Bond; Guarantee of Repairs. Company before being issued a Public Way Permit hereunder, shall provide the City with an acceptable corporate surety bond in the amounts set forth herein to guarantee faithful performance of the work authorized by any Public Way Permit granted pursuant to this Agreement and compliance by Company with the terms and conditions of the permit, applicable city ordinances, and the regulations, specifications and standards promulgated by the City relative to work in the Public Way. The bond shall be valid fora period of three years following the completion of any work by Company in the Public Way or an y repair work by Company performed pursuant to Section 4.5 above, the Company shall maintain, repair, and keep in good condition those portions of the Public Way, Structures, property, or facilities restored, repaired or replaced by Company, to the reasonable satisfaction of the City Engineer, reasonable wear and tear excepted. The total, one-time bond amount shall be $15,000 to be held by the City Engineer, and provided that the City Engineer may reasonably revise the amount of the bond as set forth in Salt Lake City Code section 14.32.070, as may be amended from time to time. 4.7 Safety Standards. The Company’s work, while in progress, shall be properly protected at all times with suitable barricades, flags, lights, flares, or other devices in accordance with applicable safety regulations or standards imposed by law. 4.8 Inspection by the City. The Wireless Facilities shall be subject to inspection by the City to assure compliance by the Company with the terms of this Agreement. Company shall pay any actual and reasonable fees charged or costs or expenses incurred by City in connection with such inspections; provided, such inspections shall be limited to one time per calendar year . 4.9 Company’s Duty to Remove Wireless Facilities from the Public Way. (a) Subject to subsection (c) below, the Company shall remove from the Public Way all or any part of the Wireless Facilities, when one or more of the following conditions occur: (i) The Company ceases to operate such Wireless Facilities for a continuous period of 12 months, except when the cessation of service is a direct result of a natural or man-made disaster or other emergency; (ii) The construction or installation of such Wireless Facilities does not meet the requirements of this Agreement or the Public Way Permit and Company fails to cure such failure to comply within the notice and cure periods set forth in Section 8.1(b) and the City elects to terminate this Agreement or an Public Way Permit pursuant to Sections 8.2(a) or 8.2(d). (b) Upon receipt by the Company of written notice from the City setting forth one or more of the occurrences specified in subsection (a) above, the Company shall have 90 days from the date upon which said notice is received to remove such Wireless Facilities, or, in the case of subsection (a)(i), to begin operating the Wireless Facilities. (c) If Company fails to timely remove the Wireless Facilities as set forth in this Section, City may remove such facilities and bill Company for the cost and expense, to be paid within 30 days’ following the date of an invoice for such work. ARTICLE 5 POLICE POWER The City expressly reserves, and the Company expressly recognizes, the City’s right and duty to adopt, from time to time, in addition to the provisions herein contained, such o rdinances, rules and regulations as the City may deem necessary in the exercise of its police power for the protection of the health, safety and welfare of its residents and their properties. This Agreement is subject to any such ordinances, rules, and regulations. ARTICLE 6 TRANSFER OF RIGHTS 6.1 Terms of Transfer. (a) Except as provided in subsection (c) and provided that there is not an uncured default of any provision of this Agreement or Public Way Permit at the time of transfer, the Company shall not sell, transfer, lease, assign, sublet, in whole or in part, either by forced or involuntary sale, or by ordinary sale, contract, consolidation, or otherwise make available, the Access Rights or any rights or privileges under this Agreement, (each, a “Transfer”), to a Proposed Transferee, without the prior written consent of the City. A “Proposed Transferee” means a proposed purchaser, transferee, lessee, assignee or person acquiring ownership or control of the Company. A “Person” means any individual, sole proprietorship, partnership, association or corporation, or any other form of organization, and includes any natural person. (b) For the purpose of determining whether it shall grant its consent, the City may inquire into the qualifications of the Proposed Transferee, and the Company shall assist the City in the inquiry. City may condition or deny its consent based on any or a combination of the following or similar criteria. The Proposed Transferee shall indicate by affidavit whether it or any of its principals: (i) has ever been convicted or held liable for acts involving deceit including any violation of federal, State or local law or regulations, or is currently under an indictment, investigation or complaint charging such acts; (ii) has ever had a judgment entered against it in an action for fraud, deceit, or misrepresentation by any court of competent jurisdiction; (iii) has pending any material legal claim, lawsuit, or administrative proceeding arising out of or involving a system similar to the Wireless Facilities, except that any such claims, suits or proceedings relating to insurance claims, theft or service, or employment matters need not be disclosed; (iv) is financially solvent, by submitting financial data, including financial statements, that have been audited by a certified public accountant, along with any other data that the City may reasonably require; and (v) has the financial and technical capability to enable it to maintain and operate the Wireless Facilities for the remaining term of this Agreement and is in the business of operating Facilities. In addition, Company shall provide to the City information regarding any failure by the Company to comply with any provision of this Agreement or of any applicable customer or consumer service standards promulgated or in effect in the City’s jurisdiction at any point during the term of this Agreement. (c) Notwithstanding the foregoing, the City’s consent shall not be required in connection with the following circumstances, provided that Company is not released from the obligations under this Agreement and such transferee assumes this Agreement, including subsection (d) below: (i) The Transfer from Company to an entity in which Company holds a controlling interest or to an entity which holds a controlling interest in the Company or and entity under common control with the Company, or an entity that is a successor by merger or other consolidation of the Company; (ii) any entity acquires all or substantially all of the Company’s assets in the market defined by the FCC in which the City is located; (iii) Any Transfer in trust, a mortgage, or other instrument of hypothecation of the assets of the Company, in whole or in part, to secure an indebtedness, provided that such pledge of the assets of the Company shall not impair or mitigate the Company’s responsibility and capability to meet all its obligations under this Agreement; or (iii) Interconnection, license, or use agreements pursuant to which the Wireless Facilities may be used by another entity providing telecommunication services within the City, provided that any such interconnection, license, or use agreement is subordinate to this Agreement. (d) Transfer by the Company shall not constitute a waiver or release of any rights of the City in or to its Public Way and any Transfer shall be expressly subject to the terms and conditions of this Agreement and not create any conflict with any applicable laws, rules, or regulations. (e) A Transfer of this Agreement will only be effective upon the Proposed Transferee becoming bound to this Agreement by executing an unconditional acceptance of this Agreement or other assignment, agreement or other document reasonably provided by the Company and delivered to the City. (e) As contemplated by subsection (c)(iii) above, the parties agree and acknowledge that, notwithstanding anything in this Agreement to the contrary, certain Wireless Facilities collocated on Company’s Structures in the Public Way pursuant to this Agreement may be owned and/or operated by Company’s third-party wireless carrier customers (“Carriers”) and installed and maintained by Company pursuant to license agreements between Company and such Carriers. Such license agreements shall be subordinate to this Agreement. Such Wireless Facilities shall be treated as the Company’s for all purposes under this Agreement provided that (i) Company remains responsible and liable for all performance obligations under the Agreement with respect to such Wireless Facilities; (ii) City’s sole point of contact regarding such Wireless Facilities as it relates solely to this Agreement shall be Company; and (iii) Company shall have the right to remove and relocate such Wireless Facilities pursuant to the terms of this Agreement. ARTICLE 7 COMPANY INDEMNIFICATION; INSURANCE 7.1 No City Liability. The City shall in no way be liable or responsible for any loss or damage to property, or any injury to or death of any person that may occur in the construction, operation, or maintenance by the Company of the Wireless Facilities. City will be liable only for its own conduct, subject to and without waiving any defenses, including limitation of damages, provided for in the Utah Governmental Immunity Act (Utah Code Ann. 63G-7-101, et. seq.) or successor provision. Company agrees that the Rights-of-Way are delivered in an “AS IS, WHERE IS” condition and City makes no representation or warranty regarding their condition, and disclaims all express and implied warranties, including the implied warranties of habitability and fitness for a particular purpose. 7.2 Indemnification. (a) Company shall indemnify, save harmless, and defend City, its officers and employees, from and against all losses, claims, counterclaims, demands, actions, damages, costs, charges, and causes of action of every kind or character, including attorneys’ fees, arising out of Company’s intentional, reckless, or negligent performance hereunder or under the Ordinance. Company’s duty to defend City shall exist regardless of whether City or Company may ultimately be found to be liable for anyone’s negligence or other conduct. If City’s tender of defense, based upon this indemnity provision, is rejected by Company, and Company is later found by a court of competent jurisdiction to have been required to indemnify City, then in addition to any other remedies City may have, Company shall pay City’s reasonable costs, expenses, and attorneys’ fees incurred in proving such indemnification, defending itself, or enforcing this provision. Nothing herein shall be construed to require Company to indemnify the City against the City’s own negligence or willful misconduct. The provisions of this Section 7.2 shall survive the termination or expiration of this Agreement. (b) City assumes no responsibility for any damage or loss that may occur to Company’s property, except for negligent, willful or intentional damage to the property of Company caused by City. City has no responsibility for any maintenance of Company’s equipment, or for Company’s employees. Nothing in this Agreement shall be construed to create a partnership, joint venture, or employment relationship 7.3 Insurance. (a) The Company, at its own cost and expense, shall secure and maintain, and shall ensure that any subcontractor to the Company shall secure and maintain, during the term of this Agreement the following policies of insurance: (i) Commercial General Liability Insurance. Commercial general liability insurance with the Salt Lake City Corporation included as an additional insured as their interests may appear under this Agreement on a primary and non-contributory basis in comparison to all other insurance including City’s own policy or policies of insurance, in the amount of $2,000,000 per occurrence with a $3,000,000 general aggregate and $3,000,000 products completed operations aggregate. The policy shall protect the City and the Company from claims for damages for personal injury, including accidental death, and from claims for property damage that may arise from the Company’s operations under this Agreement. Such insurance shall provide coverage for premises operations, products and completed operations. The Company may utilize its umbrella policy to meet the required limits. (ii) Commercial Automobile Liability Insurance. Commercial automobile liability insurance to include City as an additional insured as their interests may appear under this Agreement and providing coverage for owned, hired, and non-owned automobiles used in connection with this Agreement, with a combined single limit of $2,000,000 per occurrence. The Company may utilize its umbrella policy to meet the required limits. If the policy only covers certain vehicles or types of vehicles, such as scheduled autos or only hired and non-owned autos, Company shall only use those vehicles that are covered by its policy in connection with any work performed under this Agreement. (iii) Workers’ Compensation and Employer’s Liability. Worker’s compensation with statutory limits pursuant to Utah law and employer’s liability insurance with $1,000,000 per accident/per employee disease/per policy disease. In the event any work is subcontracted, the Company shall require its subcontractor(s) similarly to provide worker’s compensation insurance for all of the latter’s employees, unless a waiver of coverage is allowed and acquired pursuant to Utah law. (b) General Insurance Requirements. (i) Any insurance coverage required herein that is written on a “claims made” form rather than on an “occurrence” form shall (A) provide full prior acts coverage or have a retroactive date effective before the date of this Agreement, and (B) be maintained for a period of at least three (3) years following the end of the term of this Agreement or contain a comparable “extended discovery” clause. Evidence of current extended discovery coverage and the purchase options available upon policy termination shall be provided to the City. (ii) All policies of insurance shall be issued by insurance companies authorized to do business in the state of Utah and either (A) Currently rated A- or better by A.M. Best Company, or (B) Listed in the United States Treasury Department’s current Listing of Approved Sureties (Department Circular 570), as amended. (iii) The Company shall furnish certificates of insurance, verifying the foregoing matters concurrent with the execution hereof and thereafter upon renewal. (iv) If any-work is subcontracted, the Company shall require its subcontractor, at no cost to the City, to secure and maintain all insurance coverages required of the Company hereunder. (v) Company shall use commercially reasonable efforts to provide City with written notice of any notice of cancellation of a policy at least 30 days prior to such cancellation, and a certificate of insurance as evidence of a successor policy complying with the requirements of this Agreement. 7.4 Damages Waiver. Notwithstanding any provision in this Agreement to the contrary, in no event shall any party be liable to any other party for indirect, special, punitive, or consequential damages, including, without limitation, lost profits. ARTICLE 8 ENFORCEMENT; TERMINATION 8.1 Company Defaults. The Company shall be in default of this Agreement in the event of any of the following: (a) The Company fails to make timely payments of the Small Cell Fees, or any other fee due to the City under the terms of this Agreement, and does not correct such failure within 30 days after its receipt of written notice of such failure. (b) The Company, by act or omission, defaults under any provision of this Agreement and such default is not cured within 30 days following written notice by City to Company, or such longer cure period as permitted by the City if the Company (i) commences corrective action during 30 days following notice of the failure, and (ii) is diligently pursuing such corrective action to completion. (c) The Company becomes insolvent, unable or unwilling to pay its debts, is adjudged bankrupt, or all or part of its Facilities are sold under an instrument to secure a debt and is not redeemed by the Company within 60 days. (d) A representative of the Company acting as an authorized representative of the Company knowingly engages in conduct or makes a material misrepresentation with or to the City, that is fraudulent or in violation of a felony criminal statute of the State of Utah . (e) Company abandons use of all Wireless Facilities for 12 consecutive months, except as otherwise provided in Section 4.9. 8.2 City Remedies. In the event of an uncured Company default, City shall maintain all it rights and remedies, at law and in equity, including the ability to charge fines, recover fees and costs, and remove the Wireless Facilities that are the subject of such default. Without limitation, City may do one or all of the following: (a) Fine Company $100 per day per non-monetary default until the non-monetary default is cured. (b) Terminate or suspend any Public Way Permit or other permits held by Company that are the subject of such default. (c) Withhold issuing any new permits to the violating party. (d) If the violation is not cured within 180 days, or such longer cure period as may be permitted by City, City may remove and impound the Wireless Facilities that are the subject of such default until the violation has been cured. (e) The City may terminate or revoke this Agreement and all rights and privileges hereunder, if there are two or more defaults in any twelve month period that affect all Wireless Facilities hereunder, or the City may terminate the specific Wireless Facility(ies) licensed hereunder in the event of a default pertaining to said Wireless Facility, if the default demonstrates a material disregard of the City’s primary use of the Public Way at the respective site(s), including threatening the health and safety of citizens. 8.3 City Defaults. In the event there is a material breach by City with respect to any of the provisions of this Agreement or its obligations under it, Company shall give City written notice of such breach. After receipt of such written notice, City shall have 30 days in which to cure any breach, provided City shall have such extended period as may be required beyond the 30 days if City commences the cure within the 30 day period and thereafter continuously and diligently pursues the cure to completion. Company may not maintain any action or effect any remedies for default against City unless and until City has failed to cure the breach within the time periods provided in this Section. In the event of an uncured default by City, Company shall maintain all its rights and remedies provided at law, however, no remedy that would have the effect of amending the provisions of this Agreement shall become effective without a formal amendment of this Agreement. 8.4 Company Termination. (a) Agreement Termination. Company may terminate this Agreement or any Public Way Permit, in its sole discretion, by giving at least 30 days’ written notice. Company shall not be subject to any penalty or fee for terminating this Agreement prior to the end of the term of the Agreement. Responsibility for Small Cell Fees shall cease upon removal of Company’s Wireless Facility(ies), subject to Section 4.9 above and following payment of the Small Cell Fees for the year during which the Company’s Facilities are removed. (b) Termination of Use. Without terminating the Agreement, by giving at least 30 days’ prior written notice, Company may terminate paying the Small Cell Fees for Wireless Facilities and/or Structures from which the Company has discontinued use and removed. City shall not provide partial reimbursement for termination of use during any partial year. ARTICLE 9 NOTICES 9.1 City Designee and Address. Unless otherwise specified herein, all notices from the Company to the City pursuant to or concerning this Agreement shall be delivered to the City at Housing and Neighborhood Development Division, Real Estate Services Manager, 451 South State Street, Room 425, P.O. Box 145460, Salt Lake City, Utah, 84114-5460, with a copy to the City Attorney, at 451 South State Street, Room 505A, P.O. Box 145478 Salt Lake City, Utah 84114-5478, and (b) such other offices as the City may designate by written notice to the Company. 9.2 Company Designee and Address. During the term of this Agreement, the Company shall maintain a registered agent on file with the Utah Division of Corporations for services of notices by mail, and an office and telephone number for the conduct of matters relating to this Agreement during normal business hours. Unless otherwise specified herein, all notices from the City to the Company pursuant to or concerning this Agreement or the Access Rights shall be delivered to: Company: SQF, LLC ATTN: Alda Licis 16 Middle Street, 4th Floor Portland, ME 04101 With Invoices to be sent to: SQF, LLC ATTN: Accounts Payable 16 Middle Street, 4th Floor Portland, ME 04101 Emergency Contact: 207-358-7467 ARTICLE 10 MISCELLANEOUS 10.1 Severability. If any section, sentence, paragraph, term or provision of this Agreement or the Ordinance is for any reason determined to be or rendered illegal, invalid, or superseded by other lawful authority including any state or federal, legislative, regulatory or administrative authority having jurisdiction thereof, or determined to be unconstitutional, illegal or invalid by any court of competent jurisdiction, such portion shall be deemed a separate, distinct, and independent provision and such determination shall have no effect on the validity of any other section, sentence, paragraph, term or provision hereof or thereof, all of which will remain in full force and effect for the term of this Agreement and the Ordinance or any renewal or renewals thereof. 10.2 No Waiver or Estoppel. Neither the City nor the Company shall be excused from complying with any of the terms and conditions of this Agreement by any failure of the other, or any of its officers, employees, or agents, upon any one or more occasions to insist upon or to seek compliance with any of such terms and conditions. 10.3 Amendment Approval Required. Except as otherwise provided above, no amendment or amendments to this Agreement shall be effective until mutually agreed upon by the City and the Company and an ordinance or resolution approving such amendments is approved by the City Council, if appropriate. 10.4 Utah Governmental Records Management Act. Whenever the Company is required to deliver to the City, or make available to the City for inspection, any records of the Company, and such records are delivered to or made available to the City with a written claim of business confidentiality which meets, in the judgment of the City, the requirements of the Utah Governmental Records Management Act (“GRAMA”), such records shall be classified by the City as “protected” within the meaning of GRAMA, and shall not be disclosed by the City except as may otherwise be required by GRAMA, by court order, or by applicable City ordinance or policy. Company specifically waives any claims against City related to disclosure of any materials as required by GRAMA. 10.5 Timeliness of Approvals. Whenever either party is required by the terms of this Agreement to request the approval or consent of the other party, such request shall be acted upon at the earliest reasonable convenience of the party receiving the request, and the approval or consent so requested shall not be unreasonably denied, delayed, conditioned or withheld, and shall comply with applicable law. Time is of the essence under this Agreement. Notwithstanding the foregoing, the City shall comply with all timelines set forth in the City Wireless Code, the State Code and all applicable state and federal laws, rules, regulations and orders. By executing this Agreement, Company does not waive any right to enforce its rights and remedies under federal law. 10.6 Representation Regarding Ethical Standards for City Officers and Employees and Former City Officers and Employees. The Company represents that it has not (1) provided an illegal gift or payoff to a City officer or employee or former City officer or employee, or his or her relative or business entity; (2) retained any person to solicit or secure this contract upon an agreement or understanding for a commission, percentage, or brokerage or contingent fee, other than bona fide employees or bona fide commercial selling agencies for the purpose of securing business; (3) knowingly breached any of the ethical standards set forth in the City’s conflict of interest ordinance, Chapter 2.44, Salt Lake City Code; or (4) knowingly influenced, and hereby promises that it will not knowingly influence, a City officer or employee or former City officer or employee to breach any of the ethical standards set forth in the City’s conflict of interest ordinance, Chapter 2.44, Salt Lake City Code. 10.7 Governing Law. This Agreement shall be governed by and interpreted in accordance with the laws of the State of Utah. Venue shall reside in Salt Lake City, Utah. In the event of any conflict between this Agreement, including the exhibits, and the City Wireless Code or Ordinance as it exists on the effective date of this Agreement, this Agreement shall prevail, except as federal or state law may preempt or act to modify the City Wireless Code or Ordinance at present or in the future. 10.8 Entire Agreement. This Agreement contains all of the agreements of the parties with respect to any matter addressed in this Agreement, excluding any permits issued in connection with this Agreement, and supersedes all prior discussions, agreements or understandings pertaining to any such matters for all purposes. 10.9 Authority. Each individual executing this Agreement on behalf of the City and Company represents and warrants that such individual is duly authorized to execute and deliver this Agreement on behalf of the City or Company (as applicable). [Signatures on next page.] WITNESS WHEREOF, this Agreement is executed in duplicate originals as of the day and year first above written. SALT LAKE CITY CORPORATION, a Utah municipal corporation Erin Mendenhall, Mayor Date: Attest and Countersign: City Recorder Date of Recordation: Approved ass To Form: Kimberly K. Chytraus, Senior City Attorney SQF, LLC By Name: Joshua Broder Title: President Date: CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 SLCCOUNCIL.COM TEL 801-535-7600 FAX 801-535-7651 COUNCIL STAFF REPORT CITY COUNCIL of SALT LAKE CITY TO:City Council Members FROM: Kira Luke Budget & Policy Analyst DATE: May 11, 2021 RE: SQF, LLC Franchise Agreement ISSUE AT-A-GLANCE Franchise agreements provide the contractual framework regulating a company’s access to the public-right-of- way for their infrastructure above, below and at ground level, including utility easements but excluding parks and recreational lands. It also designates formal processes for the company and City to interact, and identifies the calculation of franchise fee payments. The City Attorney’s Office is exploring avenues to streamline this process incorporating many of the standard franchise provisions into ordinance. The proposed franchise agreement is for a term of 10 years with a year to year automatic extension and allows SQF, LLC to construct, maintain and operate telecommunication lines and associated facilities in the public- right-of-way. It explicitly does not allow cable television services or small wireless facility installation, either of which would be governed under separate type of agreements. When a franchise agreement is granted, companies still must obtain public-right-of-way construction permits from the Engineering Division before beginning work. Budget Impact: A small positive budget impact is expected from adoption of the new franchise agreement. The company will pay the City a one-time lump-sum of $5,000 for administrative costs and an ongoing annual franchise fee equal to 3.5% of gross receipts attributable to customers in Salt Lake City. Any elements of the conduit and associated company facilities not used to provide services generating gross receipts shall be charged $1 per linear foot in 2005 dollars adjusted for inflation (CPI). Noticing: Council Members have received complaints from some constituents that multiple companies provide little or no notice to residents when working in adjacent public rights of way. The Council has discussed and given feedback on a first draft of an ordinance expanding noticing requirements for work in the public right of way. The Administration is working with Council staff on an updated draft. Goal of the briefing: Discuss with the Administration the proposed 10-year SQF franchise agreement and identify any policy issues for follow up. POLICY QUESTIONS Page | 2 1.Budget impact: Most of the City’s franchise agreements derive from a standard template, which defers the fees set to state code. According to the Administration, they’ve observed a trend of decreasing revenue from telecommunications franchises. The Council may wish to ask, are there other ways to capture revenue from new technologies? This was mentioned during the FY20 annual budget; Council Members may want to ask the Administration for any new information that may have become available. 2.Enforcement: From franchise agreements to building permits, utility providers typically work through a number of City processes to ensure any installations are in compliance. The Council Office has received complaints from residents about monopoles and utility poles that did not appear to follow the designated City processes. The Council may wish to ask, would additional resources enable the Administration to more closely monitor and respond to constituent complaints of any non-complying utilities? 3.Digital Equity: Some neighborhoods lack the full range of broadband provider choices available in others (see map below). a. The Council may wish to discuss whether there are any opportunities to use franchise agreements to encourage or incentivize equitable access throughout the City. b. The Council may wish to ask if the City’s forthcoming Equity Study or new Chief Equity Officer may have a role to inform franchise agreements like the one under consideration? c. By way of example, in 2016, the City created a cooperation statement with Rocky Mountain Power to affirm mutual interest in progress toward the City's sustainability goals, which in turn informed the 5-year franchise agreement with Rocky Mountain Power. The Council may also wish to ask, has a similar arrangement with internet/telecommunication providers been considered as an avenue to pursue the City's digital equity goals? 4.Ten-Year Term: The Council may wish to ask the Administration, is a ten-year term reasonable, or is technology expected to advance in such a way that the agreement should be revisited sooner? ADDITIONAL & BACKGROUND INFORMATION Broadband access in Salt Lake City Image taken from BroadbandNow.com, which uses information Internet Service Providers (ISPs) share with the FCC to display how many internet options are available at a census tract level. The darker green a tract is, the more internet service provider options residents of that area have available. Standard Franchise Template The proposed franchise agreement uses the City’s standard template. One benefit of this approach is to help create a level playing field so no single company receives an advantage over others. Page | 3 Multiple Levels of Statutes and Regulations Franchise agreements are subject to federal, state and local laws and regulations. Staff noted the following governing laws and bodies in the proposed franchise agreement: •Federal Telecommunications Act of 1996 •Federal Communication Commission •Utah Municipal Telecommunications License Tax Act (Utah Code Title 10, Chapter 1, Part 4) •Utah Public Service Commission •Salt Lake City Municipal Telecommunications License Tax Ordinance (Salt Lake City Code Chapter 3.10) •Salt Lake City Telecommunication Right of Way Permits (Salt Lake City Code Chapter 14.32, Article IV, Section 425) Public-right-of-way and City-owned Property The franchise agreement states a company is granted access to the City’s public-right-of-way but not “any City park, recreational areas or other property owned by the City … or facilities and structures.” Use of other City- owned property is possible on a case-by-case basis for additional compensation. Franchise Taxes and the City’s General Fund The City’s General Fund has four major categories of revenue sources. In FY21, approximately 8.2% of General Fund revenues came from franchise taxes. The City has dozens of franchise agreements with utility companies, cable services providers, telecommunication service providers and others. City Offices Involved in Franchise Agreements Multiple City offices are involved in franchise agreements. For example, the Attorney’s Office drafts the agreements, the Engineering Division reviews construction proposals and issues permits, Real Estate Services coordinates correspondence and planning with the franchisee and Finance tracks, receives and budgets franchise fees revenue. ACRONYMS CPI – Consumer Price Index dba – doing business as FY – Fiscal Year ERIN MENDENHALL Mayor DEPARTMENT of COMMUNITY and NEIGHBORHOODS Blake Thomas Director SALT LAKE CITY CORPORATION 451 SOUTH STATE STREET, ROOM 404 WWW.SLC.GOV P.O. BOX 145486, SALT LAKE CITY, UTAH 84114-5486 TEL 801.535.6230 FAX 801.535.6005 CITY COUNCIL TRANSMITTAL ________________________ Date Received: _________________ Lisa Shaffer, Chief Administrative Officer Date sent to Council: _________________ ______________________________________________________________________________ TO: Salt Lake City Council DATE: Amy Fowler, Chair FROM: Blake Thomas, Director, Department of Community & Neighborhoods __________________________ SUBJECT: SQF, LLC – Ordinance / Franchise Agreement STAFF CONTACT: Blake Thomas, CAN Director 801-535-7707 Shellie Finan, Real Property Manager 801-535-6447 Kimberly Chytraus, Senior City Attorney 801-535-7683 DOCUMENT TYPE: Ordinance / Franchise Agreement RECOMMENDATION: Pass the Ordinance granting the telecommunications franchise to SQF, LLC BUDGET IMPACT: None BACKGROUND/DISCUSSION: Doing business as SQF, LLC (“SQF”) is a telecommunications company, authorized to provide telecommunications services throughout the State of Utah servicing telecom providers specifically, small cell infrastructure including, but not limited to cell site front-haul and back-haul capacity using fiber optic cables. SQF wishes to obtain a new, non- exclusive franchise to provide telecommunications services within Salt Lake City. The Franchise allows SQF to place its facilities within the City rights-of-way, governed by certain conditions and after securing permits, and provides for the payment of the telecommunications tax pursuant to state statute. SQF and the City negotiated the terms of the proposed Franchise Agreement, attached as Exhibit “A”. PUBLIC PROCESS: None EXHIBITS: Proposed Ordinance and Franchise Agreement April 7, 2021 Lisa Shaffer (Apr 7, 2021 15:16 MDT) 04/07/2021 04/07/2021 SALT LAKE CITY ORDINANCE No. __ of 2021 (Granting a Telecommunication Franchise to SQF, LLC) WHEREAS, SQF, LLC, a Delaware limited liability company (the “Company”) desires to provide certain telecommunication services within Salt Lake City, Utah (the “City”), and in connection therewith to establish a network in, under, along, over, and across present and future streets, alleys and rights-of-way of the City, consisting of telecommunication lines and cables, together with all necessary and desirable appurtenances; and WHEREAS, the City, in the exercise of its police power, ownership, use or rights over and in the public rights-of-way, and pursuant to its other regulatory authority, believes it is in the best interest of the public to provide to the Company, and its successors, a non-exclusive franchise to operate its business within the City; and WHEREAS, the City and the Company propose to enter into a Franchise Agreement, the substantially final form of which has been presented to the City Council at the meeting at which this Ordinance is being considered for adoption; and WHEREAS, the City desires to approve the execution and delivery of such Franchise Agreement and to otherwise take all actions necessary to grant the referenced Franchise to the Company; and WHEREAS, the City believes this Ordinance to be in the best interest of the citizens of the City, NOW, THEREFORE, be it ordained by the City Council of Salt Lake City, Utah, as follows: SECTION 1. Purpose. The purpose of this Franchise Ordinance is to grant to the Company, and its successors and assigns, a non-exclusive right to use the present and future streets, alleys, viaducts, bridges, roads, lanes and public way within and under control of the City for its business purposes, under the constraints and for the compensation enumerated in the Franchise Agreement attached hereto as Exhibit A, and by this reference incorporated herein, as if fully set forth herein (the “Franchise Agreement”). SECTION 2. Short Title. This Ordinance shall constitute the SQF, LLC Franchise Ordinance. SECTION 3. Grant of Franchise. There is hereby granted to the Company, and its successors and assigns, in accordance with the terms and conditions of the Franchise Agreement, the right, privilege, and franchise (collectively, the “Franchise”), to construct, maintain and operate in, under, along, over and across the present and future streets, alleys, and rights-of-way and other property of the City, all as more particularly described in the Franchise Agreement. SECTION 4. Term. The term of the Franchise is for a ten (10) year period from and after the recordation of the executed Franchise Agreement with the Salt Lake City Recorder’s Office, with a year to year automatic extension that can be terminated on at least 90 days’ written notice before the end of the existing term. The Company shall pay all costs of publishing this Ordinance. SECTION 5. Acceptance by Company. Within thirty (30) days after the effective date of this Ordinance, the Company shall execute the Franchise Agreement and return it to the City, otherwise, this Ordinance and the rights granted hereunder shall be null and void. SECTION 6. No Franchise revocation or termination may be effected until the City Council shall first adopt an ordinance terminating the Franchise and setting forth the reasons therefor, following not less than thirty (30) days prior written notice to the Company of the proposed date of the ordinance adoption. The Company shall have an opportunity on said ordinance adoption date to be heard upon the proposed termination. SECTION 7. This Ordinance shall take effect immediately upon publication. [Signatures on Following Page.] Passed by the City Council of Salt Lake City, Utah, this ____ day of _______, 2021. ______________________________ CHAIRPERSON ATTEST: ______________________________ CHIEF DEPUTY CITY RECORDER Transmitted to Mayor on _______________________. Mayor’s Action: _______Approved. _______Vetoed. ______________________________ MAYOR ATTEST: ______________________________ CITY RECORDER (SEAL) Bill No. ________ of 2021. Published: _______________. Salt Lake City Attorney’s Office Approved As To Form By: __________________________ Kimberly K. Chytraus Date: ________________________ January 6, 2021 EXHIBIT “A” FRANCHISE AGREEMENT EXHIBIT “A” FRANCHISE AGREEMENT THIS FRANCHISE AGREEMENT (this “Agreement”), dated as of its date of recordation with the Salt Lake City Recorder, by and between SALT LAKE CITY CORPORATION, a Utah municipal corporation (the “City”), and SQF, LLC, a Delaware limited liability company (the “Company”). RECITALS A. The Company desires a non-exclusive franchise to provide telecommunication services to residents, businesses, and other customers within the boundaries of Salt Lake City, Utah, and to utilize City rights-of-way for such purpose. B. The City considers it to be in the best interests of the City, and in furtherance of the health, safety, and welfare of the public, to grant such franchise to the Company, and in connection therewith desires to authorize the use of City rights-of-way in accordance with the provisions of this Agreement, and all applicable City ordinances and state and federal law, including, without limitation, the Federal Telecommunications Act of 1996 (the “Telecommunications Act”). NOW, THEREFORE, in consideration of the premises and other good and valuable consideration and, further, in contemplation of subsequent approval by legislative action of the City Council as hereinafter provided, the parties mutually agree as follows. ARTICLE I FRANCHISE ORDINANCE 1.1 Ordinance. The City Council has adopted a franchise ordinance entitled SQF, LLC, Franchise Ordinance (the “Ordinance”), approving the execution of this Agreement. Execution of this Agreement constitutes the unqualified acceptance of the Ordinance by the Company. Such Ordinance is incorporated herein by reference and made an integral part of this Agreement. 1.2 Franchise Description. The Ordinance confers upon the Company, and its successors and assigns, the right, privilege, and franchise (the “Franchise”), to construct, maintain and operate in, under, along, over, across, and through portions of the City’s Right -of-Way (as defined in Section 3.1 hereof), facilities consisting of telecommunication lines and cables (including, without limitation, fiber-optic and copper lines and cables), together with all necessary and desirable appurtenances (including without limitation underground and above ground conduits and structures, poles, towers, wire and cable) (collectively the “Company Facilities”). Upon the annexation of any territory to the City, all rights hereby granted, and the Franchise, shall automatically extend to the territory so annexed, to the extent the City has authority to so extend the Franchise. All facilities owned, maintained, or operated by the Company located within, under, or over rights-of-way of the territory so annexed shall thereafter be subject to all terms hereof. The Company Facilities may be used by the Company (and others, as provided herein), for the purpose of providing any of the services contemplated to be provided by telecommunications providers under the Telecommunications Act, and involving any switched or other one-way or two-way transmission of voice or data, including but not necessarily limited to (i) services interconnecting interexchange carriers for the purpose of any transmission of voice or data; (ii) services connecting interexchange carriers or competitive access carriers to local exchange providers for the purpose of any transmission of voice or data; (iii) services connecting interexchange carriers to any entity, other than another interexchange carrier or the local exchange provider for the purpose of any transmission of voice or data; (iv) services providing private line point-to-point service for end users for the purpose of any transmission of voice or data; (v) video, video conferencing or point - to-point private line service, or (vi) any service regulated by state regulatory agencies or the Federal Communications Commission which the state of Utah or Federal Communications Commission has authorized the Company to provide. Anything in this Agreement to the contrary notwithstanding, the Company may not use the Company Facilities to (i) provide, to any customer within the City, cable television services as defined in the federal Cable Communication Policy Act of 1984, as amended, or (ii) install wireless facilities or support structures for such wireless faciliti es in the right of way, without a separate franchise or license agreement therefor. 1.3 Term. The term of the Franchise is for a period from and after the date hereof, until the date that is ten (10) years from the date hereof. ARTICLE II FRANCHISE FEE; ADMINISTRATION FEE 2.1 Franchise Fee. (a) For and in consideration of the Franchise, and as fair and reasonable compensation to the City for the use by the Company of the City’s Right -of-Way, the Company will pay to the City an annual franchise fee (the “Franchise Fee”), in an amount equal to, and consisting of, the municipal telecommunications license tax (the “Municipal Telecommunications Tax”) authorized pursuant to the Utah Municipal Telecommunications License Tax Act, Title 10, Chapter 1, Part 4, Utah Code Annotated 1953, as amended (the “Municipal Telecommunications Tax Act”). Such Franchise Fee shall be calculated in the manner provided in the Municipal Telecommunications Tax Act, and shall be paid by the Company to the Utah State Tax Commission, as agent for the City under an Interlocal Cooperation Agreement by and among the City, the Utah State Tax Commission, and others, at the times and in the manner prescribed in the Municipal Telecommunications Tax Act, and any rules and regulations promulgated thereunder. Compliance by the Company with the terms and provisions of the Municipal Telecommunications Tax Act, and any rules and regulations promulgated thereunder, shall satisfy all requirements of this Agreement with respect to the calculation and payment of the Franchise Fee. (b) Notwithstanding the provisions of Section 2.1(a) above, the Franchise Fee shall be calculated and payable as described therein only so long as the Company and the services provided within the City by the Company by means of the Company Facilities are subject to the Municipal Telecommunications Tax. In the event all or any portion of the Company Facilities ceases to be used by the Company to provide services subject to the Municipal Telecommunications Tax, the Company shall pay, in lieu of the Franchise Fee, a charge with respect to such portion of the Company Facilities, payable from and after the (i) the date Company ceases to provide such services, or (ii) the date the Municipal Telecommunications Tax ceases to apply to the services provided by the Company, which shall be calculated in the same manner as the charge then imposed by the City on other Companies occupying the Right-of-Way with similar facilities, and which do not provide telecommunication services subject to the Municipal Telecommunications Act. The City and the Company agree to negotiate in good faith any amendments to this Agreement as shall be necessary to accommodate the change or elimination of the Municipal Telecommunications Act, including payment provisions; provided such new or changed provisions shall conform substantially with the provisions contained in any permits held by other similarly situated companies. (c) The Company represents to the City that one of the purposes for entering into this Agreement is to obtain authority to build or maintain a network within the City to provide telecommunication services to customers within the City. Upon completion of the Company Facilities, the Company will actively market customer services and generate local gross receipts within the meaning of the Municipal Telecommunications Tax Act. The Company represents that it expects to generate more than a nominal amount of gross receipts from local customers, and that the use of the Company Facilities for other purposes, or to otherwise provide services to customers located outside of the City, is not the sole or preeminent objective of the Company. (d) Upon the written request of the City no more than once per year, the Company shall submit to the City a certificate signed by a corporate officer of the Company certifying whether or not all elements of the Company Facilities have been used to provide services which generate gross receipts attributed to the City (within the meaning of the Municipal Telecommunications Tax Act) during the preceding calendar year. Any elements of the Company Facilities not so used shall be identified. (e) For each calendar year, those elements of the Company Facilities that are not used to provide services which generate gross receipts attributed to the City within the meaning of the Municipal Telecommunications Tax Act shall be subject to the per linear foot charge provided for in Salt Lake City Code § 14.32.425, or successor ordinance, as if such elements of the Compa ny Facilities were installed and maintained pursuant to a telecommunications right of way permit (the “Non-Taxed Facilities”). On or before March 1st each year, Company shall pay to City the per linear foot charges for its Non-Taxed Facilities for the preceding calendar year, as provided for in Salt Lake City Code § 14.32.425, regardless of whether City requests the report pursuant to Section 2.1(d). In the event an element of Company Facilities is changed from a Non-Taxed Facility to a facility that provide services which generate gross receipts attributable to the City within the meaning of the Municipal Telecommunications Tax Act, the per linear foot charges for that particular element for the preceding year shall be pro-rated to the date of dedication to such local services. 2.2 Report of Franchise Fee Payment. Upon the written request of the City, the Company shall prepare and deliver to the City, at such frequency as the City shall request, but not more frequently than monthly, a report summarizing Company payments to the Utah State Tax Commission for the requested period. Such report shall include such information related to such payment as the City shall reasonably request, including by way of example, and not limitation, the gross receipts of the Company from telecommunications service that are attributed to the City during such period, and the methodology for calculating such gross receipts. 2.3 Record Inspection. The records of the Company pertaining to the reports and payment required in this Agreement, including but not limited to any records deemed necessary or useful by the City to calculate or confirm gross receipts, and all other records of the Company reasonably required by the City to assure compliance by the Company with the terms of this Agreement (“Company Confidential Information”), shall be open to inspection by the City and its duly authorized representatives upon reasonable notice at all reasonable business hours of the Company. The Company may require such inspection to be performed at any Company Facilities where such Company Confidential Information may be located; provided that in the event such Company Confidential Information is not located at Company Facilities within the City, such Company Confidential Information shall be delivered by the Company for inspection by the City at the address of the City set forth in Section 13.1 hereof. City will hold in strict confidence and will keep confidential all Company Confidential Information. City will use reasonable care to avoid publication or dissemination of such Company Confidential Information. City will not disclose Company Confidential Information to any third person. Notwithstanding the previous sentence, City may disclose Company Confidential Information to its employees, officers, directors, consultants, advisors and agents (collectively, “Representatives”) to the extent reasonably necessary to carry out the inspection; provided, however, that such Representatives are informed of the confidential nature of the Company Confidential Information, and are bound by confidentiality obligations no less stringent than those set forth herein. Notwithstanding the forgoing, Company acknowledges that City is subject to the requirements of GRAMA as provided for in Paragraph 15.7 below. Company specifically waives any claims against City related to disclosure of any materials as required by GRAMA. 2.4 Service of Process. The Company agrees to use its best efforts to provide a local office within the State of Utah for purposes of acceptance of process. Otherwise, the Company agrees to advise City of a person or office where such process may be served. 2.5 Administrative Fee. In addition to the annual Franchise Fee described above, the Company shall pay to the City, upon execution and delivery hereof, a one-time administrative fee of $5,000, which shall compensate the City for (but which does not exceed), the direct costs and expenses incurred by the City in preparing, considering, approving, executing and implementing the Ordinance and this Agreement. ARTICLE III COMPANY USE OF RIGHT-OF-WAY 3.1 Franchise Rights to Use Right-of-Way. (a) The Company shall have the right to excavate in, and use any present and future City-owned or controlled street, alley, viaduct, bridge, road, lane and public way within the City, including the surface, subsurface and airspace (collectively the “Right-of -Way”), subject to the terms and conditions of this Agreement and in locations where Company obtains appropriate permits. In addition, the Company shall have the right to utilize any easement across private property granted to the City for utility purposes, provided (i) the prior written consent of the director of the City department which controls such easement is obtained in each case, and (ii) the documents granting such easement to the City authorize such use. In all cases, the precise location of the Company Facilities within, on, over, under, across or through the Right-of-Way shall be subject to City approval, and the right to use such Rights-of-Way shall be subject to the terms of this Agreement, and all applicable federal, state, and City laws, ordinances, rules, and regulations now existing or from time to time adopted or promulgated. (b) The rights granted to the Company herein do not include the right to (i) excavate in, occupy or use any City park, recreational areas or other property owned by the City, or (ii) attach or locate any of the Company Facilities to or on, or otherwise utilize any of, any City-owned property or facilities or structures, including without limitation light poles, towers, buildings and trees. The use of such City-owned property or facilities by the Company shall be considered by the City on a case-by-case basis and shall be subject to payment of additional compensation to the City. Similarly, the rights granted herein by the City to the Company do not include the right to situate any Company Facilities on poles or other property owned by entities other than the City and situated in the City’s Right-of-Way. It shall be the responsibility of the Company to negotiate any pole-attachment agreements or similar agreements with the owners of such poles or facilities, and to pay to such owners any required compensation. 3.2 Duty to Relocate. (a) Whenever the City shall require the relocation or reinstallation of any of the Company Facilities situated within the Right-of-Way, it shall be the obligation of the Company, upon notice of such requirement and written demand made of the Company, and within a reasonable time thereof, but not more than thirty (30) days from the date of notice, to commence to remove and relocate or reinstall such Company Facilities as may be reasonably necessary to meet the requirements of the City, which relocation shall be completed within a reasonably practicable time thereafter, but in no event longer than one hundred twenty (120) days, unless extended by mutual agreement. Such relocation may be required by the City for any lawful purpose, including, without limitation, the resolution of existing o r anticipated conflicts or the accommodation of any conflicting uses or proposed uses of the Right -of-Way, whether such conflicts arise in connection with a City project or a project undertaken by some other person or entity, public or private. The City will cooperate with the Company to provide alternate space where available, within the Right-of-Way, at no additional cost to the Company. (b) Such relocation shall be accomplished by the Company at no cost or expense to the City. In the event the relocation is ordered to accommodate the facilities of an entity other than the City or the Company, the cost and expense of such relocation shall be borne by such other entity. Any money and all rights to reimbursement from the State of Utah or the federal government to which the Company may be entitled for work done by the Company pursuant to this paragraph, shall be the property of the Company. City shall assign or otherwise transfer to the Company all rights it may have to recover costs for such work perfor med by the Company and shall reasonably cooperate with the Company’s efforts to obtain reimbursement. 3.3 City Duty to Obtain Approval to Move Company Property; Emergency Exception. Except as otherwise provided herein, the City shall not, without the prior written approval of the Company, intentionally alter, remove, relocate or otherwise interfere with any portion of the Company Facilities. However, if it becomes necessary, in the judgment of the City Representative (as defined in Section 6.1 hereof), to cut or move any of the Company Facilities because of a fire, flood, emergency, earthquake disaster or other imminent threat thereof, or to relocate any portion of the Company Facilities upon the Company’s failure to do so following a request by the City under Section 3.2 hereof, these acts may be done without prior written approval of the Company and the repairs thereby rendered necessary shall be made by the Company, without charge to the City. Any written approval required shall be reviewed and processed by the Company within seven calendar days and approval shall not be unreasonably withheld, conditioned, or delayed. 3.4 Annual Information Coordination. On or before February 28 of each calendar year, or such other date as the Company and City may agree upon from year to year, the Company and the City shall meet for the purpose of exchanging information and documents regarding construction and other similar work within the City, with a view toward coordinating their respective activities in those areas where such coordination may prove mutually beneficial. Such information exchange shall be subject to the confidentiality requirements set forth in Section 2.3 above and shall be in addition to, and not in lieu of, the requirements of Title 14, Chapter 32 of the Salt Lake City Code. 3.5 Common Use of Facilities. (a) In order to minimize the adverse impact to the Right-of-Way and to City facilities, and inconvenience to the public, caused by construction, repair and maintenance activities multiple utility franchisees, it is the policy of the City to encourage and require the shared use of telecommunication facilities by City franchisees and permittees whenever practicable. (b) Except when necessary to service a subscriber, and subject to the written approval and conditions of the City, the Company shall, prior to constructing any Company Facilities, fully utilize any excess capacity reasonably and cost -effectively available on any existing poles or within any existing conduit, under such terms and agreements as the Company negotiates with the owners of such poles or conduits. The City shall cooperate with the Company in negotiating and obtaining permission to use such facilities. (c) Whenever another franchisee or permittee of the City which is subject to a provision substantially similar to this provision of this Agreement requests permission to utilize any poles or other equipment of the Company for the purpose of attaching or locating therein or thereon any facilities of such franchisee or permittee, the Company shall negotiate in good faith with such franchisee or permittee to grant such permission under terms and conditions which (i) are commercially reasonable, (ii) do not place such franchisee or permittee at a competitive disadvantage relative to the Company or any other franchisee or permittee of the City, (iii) would not constitute a “barrier to entry” under the Telecommunications Act, and (iv) are, in any event, no less onerous than those permitted or required under the Telecommunications Act. With out limiting the generality of the foregoing, the provisions of this subsection (c) shall apply to all co - location of fiber optic lines or other cables within excess conduit installed by the Company pursuant to Section 14.32.095 of the Salt Lake City Code. The Company shall be required to grant such permission only to the extent the facilities of such requesting franchisee or permittee do not (i) interfere with the Company Facilities, (ii) conflict with uses proposed by the Company, or anticipated within the reasonably foreseeable future, or (iii) create a safety or quality of services hazard. In the event the Company and the requesting franchisee or permittee are unable to agree upon such terms and conditions, the Company and the requesting franchisee or permittee shall resolve any disagreements in such legal or other forum as may be provided by law; provided, however, that if the result of the Company’s inability to reach a reasonable agreement is that the City might be required by law to authorize the requesting franchisee or permittee to erect additional poles in the Right-of-Way, then, in that case, the City may decide any outstanding disputes, and the City’s decisions shall be binding on all parties. (d) No Company Facilities shall be installed or the installation thereof commenced on any existing pole within the Right-of-Way until the proposed location, specifications and manner of installation thereof are set forth upon a plot or map showing the existing poles, where such installations are proposed. The plot or map shall be submitted for approval to the City Representative. (e) If the Company is required to locate Company Facilities within the Right-of-Way other than Company Facilities which may be attached to utility poles, the nature of such Company Facilities shall be disclosed to the City Representative for approval as to the need thereof and as to the location within the Right-of-Way. The installation shall be made under such conditions as the City Representative shall prescribe. (f) The Company may trim trees overhanging the Right-of-Way of the City to prevent the branches of such trees from coming in contact with Company Facilities. All trimming on City property shall be done with the approval of and under the direction of the City’s Urban Forester and at the expense of the Company. (g) The Company shall, at the request of any person holding a building moving permit issued by the City, temporarily raise or lower its wires to permit the moving of such building. The expense of such temporary removal or raising or lowering of the wires shall be paid by the person requesting the same and the Company shall have the authority to require such payment in advance. The City agrees to cause prior written notice of the necessity to move wires to be given as far in advance as possible, provided that in no event shall less than forty-eight (48) hours advance notice be given. 3.6 Duty to Underground. It is the policy of the City to have lines and cables placed underground to the greatest extent reasonably practicable. In furtherance of this policy, the Company agrees as follows: (a) In addition to the installation of underground lines as provided in the applicable rules and regulations of the Public Service Commission, the Company shall, upon payment of the charges provided in its tariffs or their equivalent, place newly constructed lines and cables underground in (i) new residential subdivision areas, if required by subdivision regulations adopted by the City, and (ii) within the Central Business District of the City. (b) In any area of the City in which there are no aerial facilities other than antennas or other facilities required to remain above ground in order to be functional, or in any portion of t he Right-of-Way in which all telephone wires and cables reasonably capable of undergrounding have been placed underground, the Company shall not be permitted to erect poles, but shall lay wires, cables, or other facilities on existing poles or underground in the manner required by the City. The Company acknowledges and agrees that if the City does not require the undergrounding of Company Facilities at the time of initial installation, the City may, at any time in the future, require the conversion of the Company’s above-ground and/or aerial facilities to underground installation at the Company’s expense whenever telephone or other utilities are placed underground in the immediate vicinity of Company’s Facilities. 3.7 Company Duty to Comply With Rules and Regulations. Company Facilities located on, upon, over or under the Right-of-Way shall be constructed, installed, maintained, cleared of vegetation, renovated or replaced in accordance with such lawful rules and regulations as the City may issue. The Company shall acquire, and any fees with respect to, such permits as may be required by such rules and regulations, and the City may inspect the manner of such work and require remedies as may be necessary to assure compliance. 3.8 Incorporation of Technology. The Company shall use its best efforts to incorporate technological advances into its equipment and service when such advances have been shown to be technically and economically feasible, safe and beneficial. Without limiting the generality of the foregoing, the Company shall endeavor to make available to all of its customers within the City, and continually improve, its high-speed internet service, if any. The Company shall, in the regular course of its business, review technological advances that have occurred in the telecommunication industry. 3.9 Compliance with Applicable Law. All Company Facilities installed or used under color of this Agreement shall be used, constructed and maintained in accordance with applicable federal, state and City laws and regulations, including without limitation environmental laws; provided that this provision shall not be construed to require the Company to modify or retrofit any existing facilities to meet new code standards unless otherwise required by law. Nothing in this Agreement shall constitute a waiver of either party’s right to challenge any portion of this Agreement which is not in accordance with applicable federal, state and local laws. 3.10 Location to Minimize Interference. All Company Facilities shall be reasonably located so as to cause minimum interference with the use of the Right -of-Way by others, and so as to cause minimum interference with the rights of the owners of property which abuts any portion of the Right-of-Way. 3.11 Repair Damage. If during the course of work on Company Facilities, the Company causes damage to or alters any portion of the Right-of-Way, or any City facilities or other public property or facilities, the Company shall (at its own cost and expense and in a manner approved by the City Representative), replace and restore such portion of the Right -of-Way or any City facilities or other public or private property or facilities, in accordance with applicable City ordinances, policies and regulations relating to repair work of similar character. 3.12 Guarantee of Repairs. For a period of three years following the completion of any work in the Right-of-Way or any repair work performed pursuant to Section 3.11, the Company shall maintain, repair, and keep in good condition those portions of the Right-of-Way or property or facilities restored, repaired or replaced, to the reasonable satisfaction of the City Engineer. 3.13 Safety Standards. The Company’s work, while in progress, shall be properly protected at all times with suitable barricades, flags, lights, flares, or other devices in accordance with applicable safety regulations or standards imposed by law. 3.14 Landscaping. The Company shall maintain the general appearance of any of its buildings located within the City in a manner consistent with the surrounding properties, and the appearance of Company Facilities in a manner consistent with best industry practice. Such obligation to maintain the appearance of property shall include but not be limited to the landscaping of front yards and parkways in residential zones; the installation of curb, gutter, sidewalk and parkway landscaping in those areas where similar improvements have been, or are being, installed on contiguous properties; and the screening of such property directl y abutting a public street or abutting residential property with appropriate landscaping or screening material as required by the City’s Planning Commission. 3.15 Inspection by the City. The Company Facilities shall be subject to inspection by the City to the extent reasonably necessary to assure compliance by the Company with the terms of this Agreement. The City shall inspect Company Facilities at reasonable times and upon reasonable notice to the Company; provided, however, the inspection shall not interrupt or interfere with any services provided by the Company. 3.16 Company’s Duty to Remove Company Facilities from the Right-of-Way. (a) Subject to subsection (c) below, the Company shall promptly remove from the Right-of-Way all or any part of the Company Facilities, when one or more of the following conditions occur: (i) The Company ceases to operate such Company Facilities for a continuous period of twelve (12) months, except when the cessation of service is a direct result of a natural or man-made disaster; (ii) The construction or installation of such Company Facilities does not meet the requirements of this Agreement; or (iii) The Franchise is terminated or revoked pursuant to notice as provided herein. (b) Upon receipt by the Company of written notice from the City setting forth one or more of the occurrences specified in subsection (a) above, the Company shall have ninety (90) days from the date upon which said notice is received to remove such Company Facilities, or, in the case of subsection (a), to begin operating the Company Facilities. (c) The Company may abandon any underground Company Facilities in place, subject to the reasonable requirements of the City, and with the prior written consent of the City, which may be granted or withheld in the City’s sole and absolute discretion. In such an event, the abandoned system shall become the property of the City and the Company shall have no further responsibilities or obligations concerning those facilities. The City shall not use th e possibility of obtaining ownership of the abandoned system as a rationale for terminating or revoking this Agreement. 3.17 Operational Reports. During the period of construction of any Company Facilities, the Company shall furnish the City with written progress reports indicating in detail the area of construction. Such periodic reports shall be furnished at three-month intervals, the first report to be made three (3) months after the construction commencement date. 3.18 Removal of Facilities upon Request. Upon termination of service to any subscriber, the Company shall promptly remove Company Facilities and equipment from the premises of such customer at the written request of such customer, and at no cost to the subscriber, unless the Company’s agreement with such subscriber provides otherwise. Notwithstanding the foregoing, as long as regulations of the Utah Public Service Commission govern the removal of Company Facilities, and the Company is in compliance with such regulations, this Section 3.18 shall not apply. ARTICLE IV CITY USE RIGHTS 4.1 City Use of Poles and Overhead Structures. The City shall have the right, without cost, to use all poles and suitable overhead structures owned by the Company within the City for fire alarms, police signal systems, or any other lawful use; provided, however, any said uses by the City shall be for activities owned, operated or exclusively used by the City for any public purposes and shall not include the provision of telecommunication services to third parties. 4.2 Use of Trenches. Whenever the Company proposes to install new underground conduits or replace existing underground conduits within or under the Right-of-Way, it shall notify the City Representative as soon as practical and shall allow the Cit y, at its own expense, and without charge to the Company, to use any such trench opened by the Company to lay the City’s facilities therein; provided, that such action will not unreasonably interfere with Company Facilities or delay the accomplishment of the Company’s project; and provided further that the Company may require the City to agree to reasonable terms and conditions of such use. 4.3 Use of Company Corridors. The City may identify corridors which the Company now or in the future owns in fee within the City and which are similar in nature to transmission corridors of electric utility companies. The City may identify portions of such corridors, if any, as being desirable locations for public parks, playgrounds or recreation areas. In such event, and upon notice by the City, the Company shall negotiate with the City in good faith to reach an agreement providing for such uses by the City; provided that such use shall not be allowed where the Company in good faith believes such use would interfere with the Company’s use of the corridor or materially prejudice its interests in safety. The Company shall assume no liability nor shall it incur, directly or indirectly any additional expense in connection therewith. 4.4 Limitation on Use Rights. Nothing in this Article 4 shall be construed to require the Company to increase pole capacity or trench size, alter the manner in which the Company attaches equipment to the poles or installs facilities, or alter the manner in which it operates and maintains its equipment. The City may attach to or otherwise utilize Company Facilities only after written approval by the Company. Such approval may include requirements regarding maintenance of such City facilities, either to be done for a reasonable fee by the Company or by a qualified party who shall fully indemnify and hold the Company harmless from any liability and whose service would not materially prejudice the Company’s interests in safety and insulation from liability. ARTICLE V POLICE POWER The City expressly reserves, and the Company expressly recognizes, the City’s right and duty to adopt, from time to time, in addition to the provisions herein contained, such ordinances, rules and regulations as the City may deem necessary in the exercise of its police power for the protection of the health, safety and welfare of its residents and their properties. This Agreement is subordinate to City’s exercise of its police power. ARTICLE VI CITY REPRESENTATIVE 6.1 City Representative. Except as provided hereinafter, the City Engineer, or his/her designee, or such other person as the Mayor may designate from time to time (which designation shall be communicated to the Company in writing), is hereby designated the official of the City having full power and authority, along with a representative of the City Attorney’s Office, to take appropriate action for and on behalf of the City and its inhabitants to enforce the provisions of this Agreement and to investigate any alleged violations or failures of the Company to comply wit h said provisions or to adequately and fully discharge its responsibilities and obligations hereunder. The City Engineer or such other designee is referred to herein as the City Representative. The failure or omission of the City Representative to so act shall not constitute a waiver or estoppel. The City Representative shall be the Company’s initial point of contact with the City. Unless specifically provided otherwise, all decisions, consents or approvals required of the “City” shall be made or given by the City through the City Representative. The City Representative shall coordinate with other City officials, personnel and departments in all matters relating to this Agreement. 6.2 Company Duty to Cooperate. In order to facilitate such duties of the City Representative, the Company agrees: (a) To allow the City Representative to inspect Company Facilities in accordance with Section 3.15. (b) That the City Representative may convey to the Company, and, with notice to the Company in accordance with this Agreement, to the Federal Communications Commission, the Utah Public Service Commission and any other regulatory agency having jurisdiction, any complaint of any customer of the Company within the City with respect to the quality and price of telecommunication services and the appropriate standards thereof; provided, however, that City Representative’s failure to provide any such notice to the Company shall not constitute a breach of this Agreement. (c) To submit to the City Representative a letter advising the City of any application by the Company which, if approved, would materially affect the Franchise Fee. A copy of such letter shall also be submitted to the City Attorney. ARTICLE VII COMPANY SERVICE TO CITY If the City elects to purchase capacity or telecommunications services from the Company for municipal uses, the Company agrees to extend such services and capacity to City facilities identified by the City, without requiring advance payments from the City. The City agrees that extension of service to City facilities may be conditioned by the Company on the payment by the City of all costs incurred by the Company in connection with such extension of services and typically charged by the Company to the customer. The provisions of this Article shall not be construed as requiring the Company to extend its facilities until such time as the Company, in its judgment, deems such extension to be technically and economically feasible, and in no event shall the City’s request delay the Company’s construction. ARTICLE VIII CONTINUATION OF SERVICE In the event the Company is or becomes the exclusive local exchange carrier providing basic telephone exchange services within the City, the removal of Company Facilities, and the discontinuation of telecommunication services by the Company within the City, shall be subject to applicable regulations and procedures of the Public Service Commission, or any successor regulatory body and, in the event the Utah Public Service Commission or such successor regulatory body no longer regulates local exchange carriers providing basic telephone exchange services within the City, such removal of facilities and discontinuation of services shall be subject to the applicable regulations and procedures of any public body (including the City) then regulating such carriers. ARTICLE IX TRANSFER OF FRANCHISE (a) The Company shall not sell, transfer, lease, assign, sublet or otherwise make available to any person or entity other than the Company, in whole or in part, either by forced or involuntary sale, or by ordinary sale, contract, consolidation or otherwise, the Franchise or any rights or privileges under this Agreement (each, a “Transfer”), to Proposed Transferee, without the prior written consent of the City. The following events (by way of illustration and not limitation) shall be deemed to be a Transfer of the Franchise requiring compliance with this Article: (i) the sale, assignment or other transfer of all or a majority of the Company’s assets to another Person; (ii) the sale, assignment or other transfer of capital stock or partnership, membership or other equity interests in the Company by one or more of its existing shareholders, partners, members or other equity owners, so as to create a new Controlling Interest in the Com pany; (iii) the issuance of additional capital stock or partnership, membership or other equity interest by the Company so as to create a new Controlling Interest in the Company; or (iv) the entry by the Company into an agreement with respect to the management or operation of the Company or its facilities (including the Company Facilities). (b) The consent required shall be given or denied by the City not later than one-hundred twenty (120) days following receipt by the City of a written request for consent, and shall not be unreasonably withheld. For the purpose of determining whether it shall grant its consent, the City may inquire into the qualifications of the Proposed Transferee, and the Company shall assist the City in the inquiry. City may condition or deny its consent based on any or a combination of the following or similar criteria. The Proposed Transferee shall indicate by affidavit whether it: (i) has ever been convicted or held liable for acts involving deceit including any violation of federal, State or local law or regulations, or is currently under an indictment, investigation or complaint charging such acts; (ii) has ever had a judgment entered against it in an action for fraud, deceit, or misrepresentation by any court of competent jurisdiction; (iii) has pending any material legal claim, lawsuit, or administrative proceeding arising out of or involving a system similar to the Company Facilities, except that any such claims, suits or proceedings relating to insurance claims, theft or service, or employment matters need not be disclosed; (iv) is financially solvent, by submitting financial data, including financial statements, that have been audited by a certified public accountant, along with any other data that the City may reasonably require; (v) has the financial and technical capability to enable it to maintain and operate the Company Facilities for the remaining term of this Agreement; and (vi) the use of the Company Facilities and Right of Way by the Proposed Transferee are consistent with the uses by the Company permitted under this Agreement. The Company shall provide to the City information regarding any failure by the Company to comply with any provision of this Agreement or of any applicable customer or consumer service standards promulgated or in effect in the City’s jurisdiction at any point during the term of this Agreement. (c) Notwithstanding the foregoing, the City’s consent shall not be required in connection with the following circumstances, provided that Company is not released from the obligations under this Agreement and such transferee assumes this Agreement and agrees in writing to comply with the terms and conditions of this Agreement: (i) The intracorporate transfer from one wholly-owned subsidiary to another wholly-owned subsidiary of a parent corporation; (ii) Any transfer in trust, a mortgage, or other instrument of hypothecation of the assets of the Company, in whole or in part, to secure an indebtedness, provided that such pledge of the assets of the Company shall not impair or mitigate the Company’s responsibility and capability to meet all its obligations under this Agreement, and provided further that such Proposed Transferee subordinates to this Agreement; (iii) Any sale or other transfer by the Company of worn out or obsolete equipment or property no longer required by the Company in connection with its operations in the normal course of business; or (iv) interconnection or use agreements pursuant to which the Company Facilities may be used by another entity providing telecommunication services within the City, provided that any such other entity has obtained a franchise from the City, and further provided that such interconnection or use agreement is subordinate to this Agreement. (d) Transfer by the Company shall not constitute a waiver or release of any rights of the City in or to its Right-of-Way and any transfer shall by its own terms be expressly subject to the terms and conditions of this Agreement. (e) A sale, transfer or assignment of this Agreement will only be effective upon the Proposed Transferee becoming a signatory to this Agreement by executing an unconditional acceptance of this Agreement. (f) For purposes of this Article IX, the following terms shall have the following meanings: (i) “Control” or “Controlling Interest” means actual working control in whatever manner exercised, including, without limitation, working control through ownership, management, debt instruments or negative control, as the case may be, of the Company Facilities or of the Company. A rebuttable presumption of the existence of Control or a Controlling Interest shall arise from the beneficial ownership, directly, by any person, or group of persons or entities acting in concert, of more than fifty percent (50%) of the Company. “Control” or “Controlling Interest” as used herein may be held simultaneously by more than one Person. (ii) “Person” means any individual, sole proprietorship, partnership, association or corporation, or any other form of organization, and includes any natural person. (iii) “Proposed Transferee” means a proposed purchaser, transferee, lessee, assignee or person acquiring ownership or control of the Company. ARTICLE X EARLY TERMINATION OR REVOCATION OF FRANCHISE 10.1 Grounds for Termination. The City may terminate or revoke this Agreement and all rights and privileges herein provided for any of the following reasons: (a) The Company fails to make timely payments of the Franchise Fee as required under Article II of this Agreement, or any other fee due to the City under the terms of this Agreement, and does not correct such failure within twenty (20) business days after receipt of written notice by the City of such failure. (b) The Company, by act or omission, violates a material term or condition herein set forth within the Company’s control, and with respect to which redress is not otherwise herein provided. In such event, the City, acting by or through its City Cou ncil, may after public hearing, determine that such failure is of a material nature and thereupon, after written notice given to the Company of such determination, the Company shall, within thirty (30) days of such notice, commence efforts to remedy the conditions identified in the notice, and shall have six (6) months from the date it receives notice to remedy the conditions. After the expiration of such six (6) month period and upon failure by the Company to correct such conditions, the City may declare t he Franchise forfeited and this Agreement terminated, and thereupon the Company shall have no further rights or authority hereunder; provided, however, that any such declaration of forfeiture and termination shall be subject to judicial review as provided by law, and provided further that in the event such failure is of such nature that it cannot be reasonably corrected within the six (6) month period above, the City shall provide additional time for the reasonable correction of such alleged failure if the Company (i) commences corrective action during such six (6) month period, and (ii) diligently pursues such corrective action to completion. (c) The Company becomes insolvent, unable or unwilling to pay its debts, is adjudged bankrupt, or all or part of its facilities are sold under an instrument to secure a debt and is not redeemed by the Company within sixty (60) days. (d) In furtherance of the Company policy or through acts or omissions done within the scope and course of employment, a member of the Board of Directors or an officer of the Company knowingly engages in conduct or makes a material misrepresentation with or to the City, that is fraudulent or in violation of a felony criminal statute of the State of Utah. (e) Company abandons use of all Company Facilities for 12 consecutive months. 10.2 Reserved Rights. Nothing contained herein shall be deemed to preclude the Company from pursuing any legal or equitable rights or remedies it may have to challenge the action of the City. ARTICLE XI COMPANY INDEMNIFICATION; INSURANCE 11.1 No City Liability. The City shall in no way be liable or responsible for any loss or damage to property or any injury to, or death of, any person that may occur in the construction, operation or maintenance by the Company of the Company Facilities. City will be liable only for its own conduct, subject to and without waiving any defenses, including limitation of damages, provided for in the Utah Governmental Immunity Act (Utah Code §§ 63G-7-101 et seq.) or successor provision. Company agrees that the Rights-of-Way are delivered in an “AS IS, WHERE IS” condition and City makes no representation or warranty regarding their condition, and disclaims all express and implied warranties. 11.2 Company Indemnification of City. Company shall indemnify, save harmless, and defend City, its officers and employees, from and against all losses, claims, counterclaims, demands, actions, damages, costs, charges, and causes of action of every kind or character, including attorneys’ fees, arising out of Company’s intentional, reckless, or negligent performance hereunder or under the Ordinance. Company’s duty to defend City shall exist regardless of whether City or Company may ultimately be found to be liable for anyone’s negligence or other conduct. If City’s tender of defense, based upon this indemnity provision, is rejected by Company, and Company is later found by a court of competent jurisdiction to have been required to indemnify City, then in addition to any other remedies City may have, Company shall pay City’s reasonable costs, expenses, and attorneys’ fees incurred in proving such indemnification, defending itself, or enforcing this provision. Nothing herein shall be construed to require Company to indemnify the indemnitee against the indemnitees’ own negligence. The provisions of this section 11.2 shall survive the termination of this Agreement. 11.3 Notice of Indemnification. City shall (a) give prompt written notice to the Company of any claim, demand or lien with respect to which the City seeks indemnification hereunder and (b) unless in the City’s judgment a conflict of interest may exist between the City and the Company with respect to such claim, demand or lien, permit the Company to assume the defense of such claim, demand, or lien with counsel satisfactory to City. If such defense is not assumed by the Company, the Company shall not be subject to any liability for any settlement made without its consent. Notwithstanding any provision hereof to the contr ary, the Company shall not be obligated to indemnify, defend or hold the City harmless to the extent any claim, demand or lien arises out of or in connection with any negligent act or failure to act of the City or any of its officers or employees. 11.4 Insurance. (a) The Company, at its own cost and expense, shall secure and maintain, and shall ensure that any subcontractor to the Company shall secure and maintain, during the term of this Agreement the following policies of insurance: (i) Commercial General Liability Insurance. Commercial general liability insurance with the City as an additional insured on a primary and non-contributing bases in comparison to all other insurance including City’s own policy or policies of insurance, in the minimum amount of $2,000,000 per occurrence with a $3,000,000 general aggregate and $3,000,000 products completed operations aggregate. These limits can be covered either under a CGL insurance policy alone, or a combination of a CGL insurance policy and an umbrella insurance policy and/or a CGL insurance policy and an excess insurance policy. The policy shall protect the City, Company, and any subcontractors from claims for damages for personal injury, including accidental death, and from claims for property damage that may arise from the Company’s operations under this Agreement, whether performed by Company itself, any subcontractor, or anyone directly or indirectly employed by either of them. Such insurance shall provide coverage for premises operations, acts of independent contractors, products, and completed operations. (ii) Commercial Automobile Liability Insurance. Commercial automobile liability insurance that provides coverage for owned, hired, and non-owned automobiles, used in connection with this Agreement in the minimum amount of with a combined single limit of $2,000,000 per occurrence. These limits can be covered either under a commercial automobile liability insurance policy alone, or a combination of a commercial automobile liability insurance policy and an umbrella insurance policy and/or a commercial automobile liability insurance policy and an excess insurance policy. If the policy only covers certain vehicles or types of vehicles, such as scheduled autos or only hired and non-owned autos, Company shall only use those vehicles that are covered by its policy in connection with any work performed under this Agreement. (iii) Workers’ Compensation and Employer’s Liability. Worker’s compensation and employer’s liability insurance sufficient to cover all of the Company’s employees pursuant to Utah law, unless a waiver of coverage is allowed and acquired pursuant to Utah law. In the event any work is subcontracted, the Company shall require its subcontractor(s) similarly to provide worker’s compensation insurance for all of the latter’s employees, unless a waiver of coverage is allowed and acquired pursuant to Utah law. (b) General Insurance Requirements. (i) Any insurance coverage required herein that is written on a “claims made” form rather than on an “occurrence” form shall (A) provide full prior acts coverage or have a retroactive date effective before the date of this Agreement, and (B) be maintained for a period of at least three (3) years following the end of the term of this Agreement or contain a comparable “extended discovery” clause. Evidence of current extended discovery coverage and the purchase options available upon policy termination shall be provided to the City. (ii) All policies of insurance shall be issued by insurance companies authorized to do business in the state of Utah and either: (A) Currently rated A- or better by A.M. Best Company; and —OR— (B) Listed in the United States Treasury Department’s current Listing of Approved Sureties (Department Circular 570), as amended. (iii) The Company shall furnish certificates of insurance, acceptable to the City, verifying the foregoing matters concurrent with the execution hereof and thereafter as required. (iv) In the event any work is subcontracted, the Company shall require its subcontractor, at no cost to the City, to secure and maintain substantially the same coverage with substantially the same limits as required of the Company hereunder. (v) Company shall provide the City with thirty (30) days’ prior written notice of cancellation to the City or 10 days’ prior written notice for cancellation due to non- payment of premiums, if such policy is not replaced prior to the cancellation of the original policy with a policy meeting the minimum requirements hereunder. Company shall also provide City with evidence of such replacement policy. ARTICLE XII REMEDIES 12.1 Duty to Perform. The Company and the City agree to take all reasonable and necessary actions to assure that the terms of this Agreement are performed and neither will take any action for the purpose of securing modification of this Agreement before either the Public Service Commission or any court of competent jurisdiction; provided, however, that neither Party shall be precluded from taking any action it deems necessary to resolve differences in interpretation of this Agreement. 12.2 Remedies at Law. In the event the Company or the City fails to fulfill any of its respective obligations under this Agreement, the Party that is not in default may exercise any remedies available to it provided by law; however, no remedy that would have the effect of amending the provisions of this Agreement shall become effective without a formal amendment of this Agreement. ARTICLE XIII NOTICES 13.1 City Designee and Address. Unless otherwise specified herein, all notices from the Company to the City pursuant to or concerning this Agreement shall be delivered to the City at Housing and Neighborhood Development Division, Real Estate Services Manager, at 451 South State Street, Room 248, P.O. Box 145460, Salt Lake City, Utah, 84114-5460, with a copy to the City Attorney, at 451 South State Street, Room 505A, P.O. Box 145478 Salt Lake City, Utah 84114-5478, and (b) such other offices as the City may designate by written notice to the Company. 13.2 Company Designee and Address. The Company shall maintain an office and telephone number for the conduct of matters relating to this Agreement and the Franchise during normal business hours. Unless otherwise specified herein, all notices from the City to the Company pursuant to or concerning this Agreement or the Franchise shall be delivered to (a)SQF, LLC, ATTN Alda Licis, 16 Middle Street, 4th Floor, Portland, ME 04101, with a copy toSQFNotifications@tilsontech.com, and (b) such other offices as the Company may designate by written notice to the City. ARTICLE XIV AMENDMENT 14.1 Changing Conditions; Duty to Negotiate. (a) The Company and the City recognize that many aspects of the telecommunications business are currently the subject of discussion, examination and inquiry by different segments of the industry and affected regulatory authorities, and that these activities may ultimately result in fundamental changes in the way the Company conducts its business. In recognition of the present state of uncertainty respecting these matters, the Company and the City each agree, at the request of the other during the term of this Agreement, to meet with the other and discuss in good faith whether it would be appropriate, in view of developments of the kind referred to above during the term of this Agreement, to amend this Agreement or enter into separate, mutually satisfactory arrangements to effect a proper accommodation of any such developments. (b) Either party may propose amendments to this Agreement by giving thirty (30) days written notice to the other of the proposed amendment(s) desired, and both parties thereafter, through their designated representatives, will, within a reasonable time, negotiate in good faith in an effort to agree upon mutually satisfactory amendment(s). 14.2 Amendment Approval Required. No amendment or amendments to this Agreement shall be effective until mutually agreed upon by the City and the Company and an ordinance or resolution approving such amendments is approved by the City Council. ARTICLE XV MISCELLANEOUS 15.1 Conditions. If any section, sentence, paragraph, term or provision of this Agreement or the Ordinance is for any reason determined to be or rendered illegal, invalid, or superseded by other lawful authority including any state or federal, legislative, regulatory or administrative authority having jurisdiction thereof, or determined to be unconstitutional, i llegal or invalid by any court of competent jurisdiction, such portion shall be deemed a separate, distinct, and independent provision and such determination shall have no effect on the validity of any other section, sentence, paragraph, term or provision hereof or thereof, all of which will remain in full force and effect for the term of this Agreement and the Ordinance or any renewal or renewals thereof, except for Article II hereof. 15.2 No Waiver or Estoppel. Neither the City nor the Company shall be excused from complying with any of the terms and conditions of this Agreement by any failure of the other, or any of its officers, employees, or agents, upon any one or more occasions to insist upon or to seek compliance with any of such terms and conditions. 15.3 Fee Article Essential. (a) Article II hereof is essential to the adoption of this Agreement. The Company shall not initiate, sponsor or support any litigation that seeks to invalidate the Franchise Fee provisions contained in Article II hereof, or to reduce the amount of the Franchise Fee payable hereunder. In the event the Franchise Fee provisions hereof are determined to be illegal, invalid, unconstitutional, or are superseded by legislation, in whole or in part, this entire Agreement and the Franchise shall, to the fullest extent not prohibited by law, and subject to the following provisions of this Article, be voided and terminated. Such termination shall be effective as of the date of a final appealable order, or the effective date of any su ch legislation, unless otherwise agreed by the City and the Company. 15.4 Waiver of Non-Severability. Notwithstanding the foregoing, if City stipulates in writing to judicial, administrative or regulatory action that seeks a determination that Article II is invalid, illegal, superseded or unconstitutional, then a determination that Article II is invalid, illegal, unconstitutional or superseded shall have no effect on the validity or effectiveness of any other section, sentence, paragraph term or provision of this Agreement, which shall remain in full force and effect. 15.5 Lease Terms upon Termination. In the event this Agreement is terminated pursuant to Section 10.1 hereof, the City grants to the Company a lease according to the same terms and conditions as set forth in this Agreement. Accordingly, the Company shall pay, as fair market rental value, the same amounts, at the same times, required for the payment of the Franchise Fee pursuant to Article II hereof, and shall be bound by all other terms and conditions contained herein; provided, however, that in no event will the Company be obligated to pay a higher percentage of gross receipts than is paid by other similarly situated franchisees serving within the City. 15.6 Parity among Providers. The City and Company mutually agree that Company will at all times be treated, regarding fees assessed and charges and all other franchise rights and privileges hereunder, on parity with other telecommunications providers. 15.7 Utah Governmental Records Management Act. Whenever the Company is required to deliver to the City, or make available to the City for inspection, any records of the Company, and such records are delivered to or made available to the City with a written claim of business confidentiality which meets, in the judgment of the City Representative, the requirements of the Utah Governmental Records Management Act (“GRAMA”), such records shall be classified by the City as “protected” within the meaning of GRAMA, and shall not be disclosed by the City except as may otherwise be required by GRAMA, by court order, or by applicable City ordinance or policy. 15.8 Timeliness of Approvals. Whenever either party is required by the terms of this Agreement to request the approval or consent of the other party, such request shall be acted upon at the earliest reasonable convenience of the party receiving the request, and the approval or consent so requested shall not be unreasonably denied or withheld. 15.9 Representation Regarding Ethical Standards for City Officers and Employees and Former City Officers and Employees. The Company represents that it has not (1) provided an illegal gift or payoff to a City officer or employee or former City officer or employee, or his or her relative or business entity; (2) retained any person to solicit or secure this contract upon an agreement or understanding for a commission, percentage, or brokerage or contingent fee, other than bona fide employees or bona fide commercial selling agencies for the purpose of securing business; (3) knowingly breached any of the ethical standards set forth in the City’s conflict of interest ordinance, Chapter 2.44, Salt Lake City Code; or (4) knowingly influenced, and hereby promises that it will not knowingly influence, a City officer or employee or former City officer or employee to breach any of the ethical standards set forth in the City’s conflict of interest ordinance, Chapter 2.44, Salt Lake City Code. 15.10 Governing Law. This Agreement shall be governed by and interpreted in accordance with the laws of the State of Utah. 15.11 Entire Agreement. This Agreement contains all of the agreements of the parties with respect to any matter addressed in this Agreement, and supersedes all prior discussions, agreements or understandings pertaining to any such matters for all purposes. 15.12 Authority. Each individual executing this Agreement on behalf of the City and Company represents and warrant that such individual is duly authorized to execute and deliver this Agreement on behalf of the City or Company (as applicable). [Signatures on following page.] WITNESS WHEREOF, this Franchise Agreement is executed in duplicate originals as of the day and year first above written. SALT LAKE CITY CORPORATION, a Utah municipal corporation Erin Mendenahll, Mayor Date: Attest and Countersign: City Recorder Date of Recordation: Approved as To Form: Kimberly K. Chytraus Senior City Attorney SQF, LLC, a Delaware limited liability company By Name: Joshua Broder Title: President Date: CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 SLCCOUNCIL.COM TEL 801-535-7600 FAX 801-535-7651 COUNCIL STAFF REPORT CITY COUNCIL of SALT LAKE CITY TO:City Council Members FROM: Kira Luke Budget & Policy Analyst DATE: May 11, 2021 RE: Google Fiber Utah Amended and Restated Broadband Services Franchise ISSUE AT-A-GLANCE Google Fiber and Salt Lake City’s existing franchise agreement was for a 15-year term signed in 2015, and included both rights to provide both broadband and video services. Google Fiber is discontinuing video services, and is seeking an amended agreement to reflect the change in scope and restate the agreement with the City for another 15 years. Franchise agreements provide the contractual framework regulating a company’s access to the public-right-of- way for their infrastructure above, below and at ground level, including utility easements. It also designates formal processes for the company and City to interact, and identifies the calculation of franchise fee payments. The City Attorney’s Office is exploring avenues to streamline this process incorporating many of the standard franchise provisions into ordinance. The proposed amended franchise agreement is for a new term of 15 years and allows Google to provide broadband services within Salt Lake City and continue constructing, maintain and operate facilities in the public-right-of-way. It does not allow other telecommunication services, cable television services or small wireless facility installation, any of which would be governed under separate agreements. When a franchise agreement is granted, companies still must obtain public-right-of-way construction permits from the Engineering Division before beginning work. Budget Impact: The original agreement included an annual payment to the City of 5% of Google Fiber’s revenues for video services. As those services are no longer provided, necessitating the new agreement, the new proposal is an annual payment to the City of 2% of Google Fiber’s gross revenues in Salt Lake City. This is in addition to the standard payment of 3.5% Municipal Telecommunications License Tax (“MTLT”) of gross receipts attributable to customers in Salt Lake City. According to Google Fiber, the expected revenue to the City is expected to be the same or greater than it was under the previous agreement. The agreement also includes a one-time, $10,000 administrative fee. Noticing: Council Members have received complaints from some constituents that multiple companies provide little or no notice to residents when working in adjacent public rights of way. The Council has discussed and given feedback on a first draft of an ordinance expanding noticing requirements for work in the public right of way. The Administration is working with Council staff on an updated draft. Digital Equity: The Covid-19 pandemic has deepened the digital divide and heightened awareness of the importance of digital equity throughout the City. For example, some neighborhoods lack the full range of broadband provider choices available in others (see map on page 3). Nothing in the agreement requires Google Page | 2 Fiber to provide internet to all areas of the City, so long as the excluded areas are not demonstrably due to a neighborhood’s demographics. During the 2015 agreement discussions, Google communicated to the City that they will tailor a “Community Connections” program for Salt Lake City, with the stated goal of bridging the digital divide and increasing broadband access to residents. The current agreement (Article IV) references non- specific public benefit initiatives relating to broadband access (See Policy Question 1b). Goal of the briefing: Discuss with the Administration the proposed 15-year amended and restated broadband franchise agreement and identify any policy issues for follow up. POLICY QUESTIONS 1.Digital Equity: a.The City recently funded the infrastructure to provide a public wifi network in some areas of the City. The Council may wish to discuss whether there are any opportunities to leverage partnerships via franchise agreements to encourage or incentivize equitable access throughout the City. b. The Council may wish to ask for an update on the Company’s Digital Equity efforts since 2015, and plans for future initiatives. c.The Council may wish to ask if the City’s forthcoming Equity Study or new Chief Equity Officer may have a role to inform franchise agreements like the one under consideration? 2.Public Access Video: Under the original agreement, Google Fiber was expected to provide three free public, education, and government channels. The Council may wish to ask, as video services are being discontinued, does this leave a void in public access channels? 3.Fifteen-Year Term: The Council may wish to ask the Administration, is a renewed fifteen-year term reasonable, or is technology expected to advance in such a way that the agreement should be revisited sooner? The original agreement would have been re-evaluated in 2030. 4.Budget impact: Most of the City’s franchise agreements derive from a standard template, which defers the fees set to state code. According to the Administration, they’ve observed a trend of decreasing revenue from telecommunications franchises. The Council may wish to ask, are there other ways to capture revenue from new technologies? This was mentioned during the FY20 annual budget; Council Members may want to ask the Administration for any new information that may have become available. 5.Enforcement: From franchise agreements to building permits, utility providers typically work through a number of City processes to ensure any installations are in compliance. The Council Office has received complaints from residents about monopoles and utility poles that did not appear to follow the designated City processes. The Council may wish to ask, would additional resources enable the Administration to more closely monitor and respond to constituent complaints of any non-complying utilities? ADDITIONAL & BACKGROUND INFORMATION Broadband access in Salt Lake City Page | 3 Image taken from BroadbandNow.com, which uses information Internet Service Providers (ISPs) share with the FCC to display how many internet options are available at a census tract level. The darker green a tract is, the more internet service provider options residents of that area have available. Multiple Levels of Statutes and Regulations Franchise agreements are subject to federal, state and local laws and regulations. •Federal Telecommunications Act of 1996 •Federal Communication Commission •Utah Municipal Telecommunications License Tax Act (Utah Code Title 10, Chapter 1, Part 4) •Utah Public Service Commission •Salt Lake City Municipal Telecommunications License Tax Ordinance (Salt Lake City Code Chapter 3.10) •Salt Lake City Telecommunication Right of Way Permits (Salt Lake City Code Chapter 14.32, Article IV, Section 425) Public-right-of-way and City-owned Property The franchise agreement states a company is granted access to the City’s public-right-of-way but not “any City park, recreational areas or other property owned by the City … or facilities and structures.” Use of other City- owned property is possible on a case-by-case basis for additional compensation. Franchise Taxes and the City’s General Fund The City’s General Fund has four major categories of revenue sources. In FY21, approximately 8.2% of General Fund revenues came from franchise taxes. The City has dozens of franchise agreements with utility companies, cable services providers, telecommunication service providers and others. City Offices Involved in Franchise Agreements Multiple City offices are involved in franchise agreements. For example, the Attorney’s Office drafts the agreements, the Engineering Division reviews construction proposals and issues permits, Real Estate Services coordinates correspondence and planning with the franchisee and Finance tracks, receives and budgets franchise fees revenue. ACRONYMS CPI – Consumer Price Index dba – doing business as FY – Fiscal Year Attachment: February 2015 Council Staff Report ERIN MENDENHALL DEPARTMENT of COMMUNITY Mayor and NEIGHBORHOODS Blake Thomas Director SALT LAKE CITY CORPORATION 451 SOUTH STATE STREET, ROOM 404 WWW.SLC.GOV P.O. BOX 145486, SALT LAKE CITY, UTAH 84114-5486 TEL 801.535.6230 FAX 801.535.6005 CITY COUNCIL TRANSMITTAL ________________________ Date Received: _________________ Lisa Shaffer, Chief Administrative Officer Date sent to Council: _________________ ______________________________________________________________________________ TO: Salt Lake City Council DATE: Amy Fowler, Chair FROM: Blake Thomas, Director, Department of Community & Neighborhoods __________________________ SUBJECT: Google Fiber Utah Amended and Restated Broadband Services Franchise STAFF CONTACT: Dan Rip, Policy and Program Manager; Nole Walkingshaw, Chief Innovation Officer; Kimberly Chytraus, Senior City Attorney; DOCUMENT TYPE: Ordinance RECOMMENDATION: Approve proposed Ordinance BUDGET IMPACT: N/A BACKGROUND/DISCUSSION: Google Fiber currently provides Broadband and Video Services within Salt Lake City pursuant to a franchise agreement adopted by the Salt Lake City Council as Ordinance 11 of 2015 and recorded with the Salt Lake City Recorder on March 20, 2015 (the “Original Franchise Agreement”). Google Fiber intends to discontinue video services to its customer base and has requested to replace the Original Franchise Agreement with this amended and restated agreement, revising some of the terms and conditions under which Google Fiber is granted a franchise to provide broadband services. Under the Original Franchise Agreement, Google Fiber pays a fee equal of 5% of the gross revenue from video services, as well as payment of the Municipal Telecommunications License Tax (“MTLT”) for telecommunication services. The changed business model April 15, 2021 Lisa Shaffer (Apr 20, 2021 15:13 MDT) 04/20/2021 04/20/2021 necessitates renegotiation of the fee structure. The fee structure included in the Amended and Restated Franchise Agreement requires Google Fiber to pay a fee equal to 2% of the gross revenue from broadband services, in addition to payment of the MTLT. The new fee becomes effective when Google Fiber discontinues its video services. Based on analysis by Google Fiber, the amount of the fee based on broadband services should remain about the same or increase as compared to the amount of the fee based on video services. The Amended and Restated Franchise Agreement also updates the definition of gross revenue to clarify exclusions. The revised fee and definitions are consistent with Google Fiber agreements with other municipalities in the Salt Lake valley. The Administration recommends granting the requested changes to the franchise on the terms set forth in the attached Amended and Restated Franchise Agreement as they are in the best interests of City, its residents and other potential users of the proposed broadband services and will assist in meeting the broadband needs and interests of the community. PUBLIC PROCESS: None EXHIBITS: 1) Amended and Restated Broadband Services Franchise Agreement 2) Ordinance 1 AMENDED AND RESTATED BROADBAND SERVICES FRANCHISE AGREEMENT By and Between SALT LAKE CITY CORPORATION and GOOGLE FIBER UTAH, LLC 2 THIS AMENDED AND RESTATED BROADBAND SERVICE FRANCHISE AGREEMENT, dated as of the Effective Date set forth in Section 1.6 hereof, is by and between SALT LAKE CITY CORPORATION, a municipal corporation of the State of Utah (hereinafter called “Municipality”), and GOOGLE FIBER UTAH, LLC, a Utah limited liability company with its principal place of business at 1600 Amphitheatre Parkway, Mountain View, CA 94043 (hereinafter called “Company”). WITNESSETH A. Company provides Broadband Services and Video Services in Municipality pursuant to a franchise for such purpose granted by Municipality adopted by the Salt Lake City Council as Ordinance 11 of 2015 and recorded with the Salt Lake City Recorder on March 20, 2015 (the “Original Franchise Agreement”). B. Company intends to cease offering Video Services and, together with Municipality, desires to amend, restate, and replace the Original Franchise Agreement with this amended and restated agreement, clarifying the terms and conditions upon which Company is granted a non- exclusive franchise by Municipality to provide Broadband Services within Municipality. C. Municipality has determined that granting the requested franchise on the terms set forth herein is in the best interests of Municipality and its residents and other potential users of the proposed Broadband Services within Municipality, and will assist in meeting the broadband needs and interests of the community. D. In recognition of the separation of powers inherent in Municipality’s Council—Mayor optional form of government, the Mayor has negotiated this Agreement for legislative and policy approval by Municipality’s legislative body. NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained, the parties hereto agree as follows: ARTICLE I DEFINITIONS 1.1 Affiliate (and its variants) shall mean any entity controlling, controlled by or under common control with the entity in question. 1.2 Agreement shall mean this Broadband Service Franchise Agreement and, unless the context clearly indicates otherwise, the Ordinance. 1.3 Authorized Area shall mean the entire area from time to time situated within the corporate limits of Municipality. 1.4 Broadband and Broadband Services means existing and future broadband Internet access service offerings, as defined in 47 C.F.R. § 8.1(b), delivered to Subscribers using Company’s Network. 3 1.5 City Council shall mean Municipality’s legislative body consisting of seven elected council members. 1.6 Effective Date shall mean the latest of (a) the date on which the Ordinance becomes effective in accordance with its terms and State law, (b) the date on which this Agreement, having been fully executed by both parties, is recorded in the office of the Salt Lake City Recorder, and (c) the date Company discontinues offering Video Service within the Municipality, provided that Company notifies Municipality at least one (1) week prior to the date of discontinuance for Video Service. 1.7 Emergency shall mean any disaster, including earthquakes, fires, and floods, or other publicly and officially declared emergency or unforeseen situation that presents an imminent threat to life or property. 1.8 Event of Default shall have the meaning set forth in Section 10.1. 1.9 Franchise shall have the meaning set forth in Section 2.2. 1.10 Franchise Fee shall have the meaning set forth in Section 7. 1.11 Gross Revenues shall mean all revenues of Company received from Subscribers for Broadband Services within the Municipality, without regard to the billing address of the Subscriber, and to the extent such Broadband Services utilize the System described in this Franchise. “Gross Revenues” do not include: (i) revenue from sources excluded by law; (ii) revenue received from the sale of Broadband Services for resale in which the purchaser is required to collect and remit similar fees from the purchaser’s customers (iii) charges for non- Broadband Services that are aggregated or bundled with amounts billed to Subscribers; (iv) revenue not actually received, even if billed, such as bad debt; (v) refunds, rebates, or discounts made to Subscribers or Municipality; (vi) any tax of general applicability imposed on Company or its Subscribers by Municipality or by any state, federal or any other governmental entity, and required to be collected by Company and remitted to the taxing entity (including but not limited to sales and use tax, gross receipts tax, excise tax, utility user tax, public service tax, communications taxes, and fees not imposed by this Agreement); and (vii) any foregone revenue from Company’s provision, in Company’s discretion or otherwise, of free or reduced cost Broadband Services to any person, provided, however, that any foregone revenue which Company chooses not to receive in exchange for trades, barters, services, or other items of value will be included in Gross Revenues. Gross Revenues shall include the revenue collected from a Subscriber to recover the Franchise Fee, if applicable. 1.12 Municipality shall have the meaning set forth in the introduction to this Agreement, and unless expressly stated to the contrary herein, where actions are permitted or allowed by Municipality and for the administration of this Agreement, shall mean the City Representative (as defined in Section 13.15). 1.13 Normal Business Hours shall mean 9:00 a.m. to 5:00 p.m. Mountain Time, Monday to Friday, excluding state and federal holidays. 4 1.14 Ordinance means the Google Fiber Broadband Franchise Ordinance, Salt Lake City Ordinance No. ___ of 2021, adopted by the City Council on __________, 2021, granting the Franchise and authorizing this Agreement. 1.15 Public Ways shall mean any present and future public rights-of-way, streets, highways, alleys, viaducts, bridges, roads, sidewalks, and lanes within Municipality (including the surface, subsurface and airspace), which are owned by Municipality, or which have been dedicated to public use and which are controlled and operated by Municipality. “Public Ways” shall also include public rights-of-way, streets, highways, alleys, viaducts, bridges, roads, sidewalks, and lanes within Municipality (including the surface, subsurface and airspace) which are not owned by Municipality and have not been dedicated to the public to the extent that despite such non- dedication Municipality has the ability to grant the rights set forth herein. 1.16 Subscriber shall mean a person or entity lawfully receiving Broadband Services from Company in the Authorized Area. 1.17 System shall mean Company’s network (and all associated equipment and facilities) used to provide Broadband Services to Subscribers. 1.18 Uncured Event of Default shall have the meaning set forth in Section 10.2.1. ARTICLE II FRANCHISE DESCRIPTION; REQUIREMENTS 2.1 Ordinance. The City Council has adopted the Ordinance. Execution of this Agreement constitutes the unqualified acceptance of the Ordinance by Company. Such Ordinance is incorporated herein by reference and made an integral part of this Agreement. 2.2 Franchise Description. 2.2.1 The Ordinance confers upon Company, subject to all of the terms and conditions of this Agreement, and applicable State law and Municipality ordinances in effect from time to time, the right, privilege and franchise (collectively, the “Franchise”), to erect, construct, install, maintain and operate in, under, along, over, across and through portions of the Public Ways, a System to provide Broadband Services and/or other lawful services in the Authorized Area. Notwithstanding the foregoing, this Franchise does not authorize Company to offer a service other than Broadband Service if such additional service is subject to regulation under Title II of the Communications Act of 1934, as amended, or the Utah Municipal Telecommunications Tax, without first obtaining a separate franchise from Municipality. Upon the annexation of any territory to Municipality, all rights hereby granted, and the Franchise, shall automatically extend to the territory so annexed, to the extent Municipality has authority to so extend the Franchise. All facilities owned, maintained, or operated by Company within such annexed territory shall thereafter be subject to all of the terms and conditions of this Agreement. 2.2.2 The Franchise and all rights granted hereunder are nonexclusive. Municipality reserves the right to grant such other and future franchises as it deems 5 appropriate. This Agreement does not establish any priority for the use of the Public Ways by Company or by any present or future franchisees or other permit holders. In the event of any dispute as to the priority of use of the Public Ways, the first priority shall be to the public generally, the second priority to Municipality in the performance of its various functions, and thereafter, as between Company and other franchisees and permit holders, as determined by Municipality in the exercise of its powers, including the police power and other powers reserved to and conferred on it by the State of Utah. 2.3 [RESERVED]. 2.4 Compliance with Applicable Law and Regulations. 2.4.1. In constructing, maintaining, and operating the System, Company shall comply with all applicable Federal, State, and local laws, regulations, and ordinances. Company shall comply in all respects with all applicable codes, including the National Electrical Safety Code (latest edition) and National Electric Code (latest edition). Nothing in this Agreement shall be construed as a waiver by Municipality of its general police powers, and Municipality has the right to amend its local rules and regulations related to its general police powers in management of the Public Ways. Except in connection with the exercise of its general police powers, Municipality may not enact an ordinance, or amend the Ordinance, where such amendment unilaterally alters a material provision of this Agreement. 2.5 Other Permits. Neither the Franchise nor this Agreement relieves Company of the obligation to obtain permits, licenses and other approvals from Municipality necessary for the construction, repair or maintenance of the System, and to pay the standard cost or charges therefor, or compliance with other Municipality codes, ordinances and permissions relating to construction, repair or maintenance, such as compliance with necessary right-of-way permits, building permits and the like. 2.6 Backup Power. Company shall not use a permanent or semi-permanent internal combustion engine (such as a gasoline or natural gas-powered electric generator) to provide backup power at any point or points on the System without Municipality’s prior written approval. Such approval may be granted subject to conditions, such as relating to testing times (e.g., not in the middle of the night), screening, noise levels, and temperature and safe discharge of hot exhaust gases. Municipality hereby grants Company approval to use backup power generating devices, including devices with permanent or semi-permanent internal combustion engines, at its network hut sites and inside buildings or on land owned by Company subject to the specific conditions provided for in the network hut leases entered into between Company and Municipality for the use of land owned by Municipality, and any applicable building code requirements. 2.7 Bond. 2.7.1 Company has provided Municipality with, and shall maintain, a performance bond from a surety company meeting the standards of Section 6.8 in the amount of Fifty Thousand Dollars ($50,000), and in a form reasonably acceptable to Municipality, as security for the faithful performance by Company of the provisions of this Agreement, and compliance with all orders, permits and directions of any agency of 6 Municipality having jurisdiction over its acts or defaults under this Agreement, and the payment by Company of any claims, liquidated damages, liens or taxes due Municipality which arise by reason of the construction, operation, maintenance or repair of the System or provision of Broadband Services. 2.7.2 The condition of such bond shall be that if Company (a) fails to make timely payment to Municipality or its designee of any undisputed amount or sum due under this Agreement, (b) fails to make timely payment to Municipality of any taxes due, or (c) fails to repay to Municipality within ten (10) days of written notification that such repayment is due, any undisputed damages, costs or expenses which Municipality shall be compelled to pay by reason of any act or default of Company in connection with this Agreement. 2.7.3 The rights provided Municipality by this Section and its bond are in addition to all other rights of Municipality whether reserved by this Agreement or authorized by law, and no action, proceeding or exercise of a right with respect to such bond or guarantee shall affect any other rights Municipality may have, except that Municipality shall not be entitled to multiple remedies for the same violation. 2.8 Municipality Use Rights. 2.8.1 Use of Trenches. Whenever Company proposes to install new underground conduits or replace existing underground conduits within or under the Public Ways, it shall notify the City Representative as soon as practical and shall allow Municipality, at its own expense, and without charge, to utilize any such trench opened by Company to lay Municipality’s facilities therein; provided that such action will not unreasonably interfere with System facilities or delay the accomplishment of Company’s project; and provided further that Company may require Municipality to agree to reasonable terms and conditions of such use. 2.8.2 Limitation on Use Rights. Nothing in this Section 2.8 shall be construed as requiring Company to alter the manner in which Company attaches equipment to the poles or alter the manner in which it operates and maintains its equipment. Municipality may attach to or otherwise utilize System facilities only after written approval by Company. Such approval may include requirements regarding maintenance of such Municipality facilities, either to be done for a reasonable fee by Company or by a qualified party who shall fully indemnify and hold Company harmless from any liability and whose service would not materially prejudice Company’s interests in safety and insulation from liability. ARTICLE III PUBLIC WAYS 3.1 No Burden on Public Ways; Minimum Interference. Company shall not erect, install, construct, repair, replace or maintain the System in such a fashion as to unduly burden the present or future use of the Public Ways. The System shall be erected and maintained by Company so as to cause the minimum interference with the use of the Public Ways and with the rights or reasonable convenience of property owners who adjoin any of the Public Ways. Except for the stringing of overhead lines on existing poles, the location of System facilities within, on, over, 7 under, across or through the Public Ways shall, in all cases, be subject to prior Municipality approval through the permitting process. 3.2 Limitation on Franchise Rights. The rights granted to Company herein do not include the right to (i) excavate in, occupy or use any Municipality park, recreational areas or other property owned by Municipality other than Public Ways, or (ii) attach or locate any System facilities to or on, or otherwise utilize any of, any Municipality-owned property or facilities or structures other than Public Ways, including without limitation light poles, towers, buildings and trees. The use of such Municipality-owned property or facilities by Company shall be considered by Municipality on a case-by-case basis and shall be subject to payment of additional compensation to Municipality. Similarly, the rights granted herein by Municipality to Company do not include the right to situate any System facilities on poles or other property owned by entities other than Municipality and situated in the Public Ways. It shall be the responsibility of Company to negotiate any pole-attachment agreements or similar agreements with the owners of such poles or facilities, and to pay to such owners any required compensation. 3.3 Preconstruction Meetings. Company shall attend all preconstruction meetings as mutually agreed with Municipality. 3.4 Restoration of Property. Company shall restore and replace at its sole cost and expense, in a manner approved by Municipality, any public or private property, real or personal, or portion of the Public Ways, that is in any way disturbed, damaged or injured by the construction, operation, maintenance or removal of the System to at least as good condition as that which existed prior to the disturbance. Company’s obligation in this subsection shall be limited by, and consistent with, any applicable seasonal or other restrictions on construction or restoration work. Company’s restoration work shall start promptly but not more than 30 days from Company being notified of the problem in question. Upon the failure of Company to effect such repair or restoration, Municipality may effect the same, and Company shall promptly reimburse Municipality for Municipality’s actual, reasonable, and documented costs in connection with such repair or restoration. 3.5 Company Duty to Relocate. 3.5.1 Municipality may require the relocation of any System facilities for any lawful purpose, including, without limitation, the resolution of existing or anticipated conflicts or the accommodation of any conflicting uses or proposed uses of the Public Ways, regardless of whether such conflicts arise in connection with a Municipality project or a project undertaken by some other person or entity, public or private. Whenever Municipality shall require the relocation of any System facilities situated within the Public Ways, it shall be the obligation of Company, upon notice of such requirement and written demand made of Company, to commence the relocation within a reasonable time, but no more than thirty (30) days after the date of notice. In the event City permits for such work are required, “commencement” of relocation will mean a good faith application for such permits and the beginning of work promptly after issuance of the permits by City. Company shall complete such relocation within a reasonable period of time, but no more than one hundred twenty (120) days from the date of permit issuance (if applicable) or the beginning of work, whichever is sooner, unless such time is extended by the City Engineer exercising his reasonable discretion in light of the circumstances. Municipality agrees to 8 cooperate with Company to provide alternate space where available, within the Public Ways, at no additional cost to Company. 3.5.2 Except as otherwise provided in this Section 3.5.2, any relocation required by subsection 3.5.1 shall be accomplished by Company at the expense of Company. Company shall not be required to pay for the relocation of System facilities, and may require advance payment for costs and expense, to the extent such removal or relocation is requested solely for aesthetic purposes, in cases where the original location of the facilities was approved by Municipality through the permitting process. In the event the relocation is required by Municipality to accommodate facilities owned by an entity other than Municipality or Company, the cost and expense of such relocation shall be borne by such other entity, and Company may require advance payment of such costs and expenses. Any money and all rights to reimbursement from the State of Utah or the Federal government to which Company may be entitled for work done by Company pursuant to this paragraph, shall be the property of Company. Municipality shall assign or otherwise transfer to Company all rights it may have to recover costs for such work performed by Company and shall reasonably cooperate with Company’s efforts to obtain reimbursement. 3.5.3 Upon the failure of Company to relocate any System facilities within a reasonable period of time in accordance with subsection 3.5.1 above, Municipality may effect such relocation, and Company shall promptly reimburse Municipality for all actual, reasonable, and documented costs and expenses incurred by Municipality in connection with such relocation. 3.6 Emergency Notification. Company shall provide Municipality with a twenty-four (24) hour emergency telephone number at which a representative of Company (not voicemail or a recording) can be accessed in the event of an Emergency. 3.7 Duty to Underground. It is the policy of Municipality to have lines and cables placed underground to the greatest extent reasonably practicable. In furtherance of this policy, Company agrees as follows: 3.7.1 Company shall place newly constructed lines and cables underground in (a) new residential subdivision areas, if required by subdivision regulations adopted by Municipality, and (b) within the Central Business District of Municipality, to the extent there are no available existing aerial facilities. 3.7.2 In any area of Municipality in which there are no aerial facilities other than antennas or other facilities required to remain above ground in order to be functional, or in any portion of the Public Ways in which all telephone, electric power wires and cables reasonably capable of undergrounding have been placed underground, Company shall not be permitted to erect poles or to run or suspend wires, cables, or other facilities thereon, but shall lay such wires, cables, or other facilities underground in the manner required by Municipality. 3.8 Temporary Relocation. Company shall, at the request of any person holding a building moving permit issued by Municipality, temporarily raise, or lower its wires to permit the moving of such building. The expense of such temporary removal or raising or lowering of the 9 wires shall be paid by the person requesting the same, and Company shall have the authority to require such payment in advance. Municipality agrees to cause prior written notice of the necessity to move wires to be given as far in advance as possible, provided that in no event shall less than forty-eight (48) hours advance notice be given. 3.9 Vacation. If a street or Public Way where Company has facilities is vacated, eliminated, discontinued, or closed, Company shall be notified of same. At that time, the Company shall have the right to continue using such Public Way until Municipality, or other governing body, requires that Company remove its facilities. Company shall be responsible for the actual, reasonable, and documented cost of removing and relocating such facilities in the event Municipality retains ownership of the vacated street. In all other cases, Company shall not be responsible for the cost of removing and relocating such facilities. In cases where Company is not responsible for the cost, Company may require an advance payment prior to removing and relocating such facilities. When Company is required to relocate its facilities, Company shall promptly remove the System from such street or Public Way unless Company obtains all necessary easements from the affected property owners to use the former street or Public Way or a court orders the provision of such easements. 3.10 Discontinuance and Removal of the System. Upon the revocation, termination, or expiration of this Agreement, unless an extension is granted, Company shall (subject to the notice provision of Section 13.2) discontinue the provision of Services and all rights of Company to use the Public Ways for the provision of Services shall cease. Company, at the direction of Municipality, shall remove any portion of the System, including all supporting structures, poles, transmission and distribution system and other appurtenances, fixtures or property from the Public Ways, in, over, under, along, or through which they are installed within six (6) months of the revocation, termination, or expiration of this Agreement. This provision shall not apply to facilities constructed and owned by an Affiliated entity of Company, where such facilities are used by such Affiliated entity to lawfully provide other services. Company shall also restore any property, public or private, to the condition in which it existed prior to the installation, erection, or construction of its System, including any improvements made to such property subsequent to the construction of the System. Restoration of municipal property including but not limited to the Public Ways shall be in accordance with the directions and specifications of Municipality, and all applicable laws, ordinances, and regulations, at Company’s sole expense. If such removal and restoration is not completed within six (6) months after the revocation, termination, or expiration of this Agreement, all of Company’s property remaining in the affected Public Ways shall, at the option of Municipality, be deemed abandoned and shall, at the option of Municipality, become its property or Municipality may obtain a court order compelling Company to remove same. In the event Company fails or refuses to remove the System or to satisfactorily restore all areas to the condition in which they existed prior to the original construction of the System, Municipality, at its option, may perform such work and collect the actual, reasonable, and documented costs thereof from Company. No surety on any performance bond nor any letter of credit shall be discharged until Municipality has certified to Company in writing that the System has been dismantled, removed, and all other property restored, to the satisfaction of Municipality. 3.11 Tree Trimming. Company may trim trees upon and overhanging the Public Ways so as to prevent the branches of such trees from coming into contact with the System. Company shall minimize the trimming of trees to trimming only those trees that are essential to maintain the integrity of the System. Except in Emergencies, (i) all trimming of trees in the Public Way or on 10 Municipal property shall have the prior approval of Municipality and shall be done under the direction of the Municipality’s Urban Forester, and (ii) all trimming of trees on private property shall require the consent of the property owner. All trimming shall be done at the expense of Company. 3.12 Location of Facilities. Company shall keep accurate, complete, and current maps and records of the System and all Company facilities and, subject to applicable confidentiality provisions, shall make available electronic copies of such maps and records to Municipality, as set forth below. 3.12.1 Company shall furnish “as-built” maps and records to Municipality in electronic, ESRI-compatible format (or in another mapping format mutually agreed to by the Parties). Company shall provide Municipality copies of any new or revised “as-built” or comparable drawings as and if they are generated for portions of the System facilities located within Municipality and in no event later than ninety (90) days after construction (or reconstruction) and activation of any portion of the System. Upon request by Municipality in an Emergency, Company as soon as reasonably possible shall inform Municipality of any changes from such maps and records previously supplied and shall mark up any maps provided by Municipality so as to show the location of the System. 3.12.2 The “as built” maps shall include at a minimum all System and facility routings and shall be drawn to scale. 3.12.3 Municipality agrees that Company may provide route maps rather than the as-built maps specified above. “Route maps” means “as-built” maps with only the following information removed: information on the number of lines, whether the lines are copper or fiber and the nature of any electronics. Concrete pads for pedestals and enclosures for equipment or pedestals shall be shown on route maps. 3.13 Municipality Duty to Obtain Approval to Move Company Property; Emergency Exception. Except as otherwise provided herein, Municipality shall not, without the prior written approval of Company, intentionally alter, remove, relocate, or otherwise interfere with any portion of the System. Any written approval required shall be promptly reviewed and processed by Company and approval shall not be unreasonably withheld. However, if it becomes necessary, in the judgment of Municipality, to cut or move any System facilities because of an Emergency, such reasonable acts may be done without prior written approval of Company and the repairs thereby rendered necessary shall be made by Company, without charge to Municipality, and neither Municipality nor any agent, contractor or employee thereof shall be liable to Company or its customers or third parties for any damages caused to Company or the System. 3.14 Common Use of Facilities. In order to minimize the adverse impact to the Public Ways and to Municipality facilities, and inconvenience to the public, caused by construction, repair and maintenance activities of multiple utility franchisees, it is the policy of Municipality to encourage and require the shared use of utility and utility type facilities by Municipality franchisees and permittees whenever practicable. Company shall use good faith efforts to determine the location and existence of excess capacity on existing poles or existing conduit and utilize such capacity to the extent possible under such terms and conditions as Company may negotiate with the owners of such poles or conduits. Municipality shall cooperate with Company 11 in locating, negotiating, and obtaining permission to use such facilities. Company further agrees to use good faith efforts to provide access to its own excess conduit, if any, to another franchisee or permittee on mutually acceptable terms and conditions. 3.15 Identification of the System. Portions of the System installed after the Effective Date that are located in conduit, including conduit of others used by Company, shall be marked at the entrance into and exit from each manhole and handhole with Company’s name and toll-free telephone number to call for assistance. 3.16 Utility Notification Program. Company shall participate in and be a member of the State’s utility notification program, whether provided for by statute or otherwise. 3.17 Inspection by Municipality. System facilities shall be subject to inspection by Municipality to the extent reasonably necessary to assure compliance by Company with the terms of this Agreement. Municipality shall inspect System facilities at reasonable times and upon reasonable notice to Company; provided, however, the inspection shall not interrupt or interfere with any services provided by Company. ARTICLE IV PROVISION OF SERVICES 4.1 Access to Service. Company shall not deny service, deny access, or otherwise discriminate on the availability, rates, terms or conditions of Broadband Services provided to residential Subscribers on the basis of race, color, creed, religion, ancestry, national origin, gender, sexual orientation, disability, age, familial status, marital status, or status with regard to public assistance. Company shall comply at all times with all applicable Federal, State and local laws and regulations relating to nondiscrimination. Company shall not deny or discriminate against any group of actual or potential residential Subscribers in Municipality on access to or the rates, terms and conditions of Broadband Services because of the income level or other demographics of the local area in which such group may be located. 4.2 Network Design. Nothing in Section 4.1 requires Company to build to all areas of the Municipality. Company retains the discretion to determine the scope, location, and timing of the design and construction of its network, as well as the windows during which residential Subscribers may enroll for Broadband Services, so long as such decisions are consistent with Section 4.1. Company, at its sole discretion, may determine separately defined geographic areas within the Franchise Area where its System will be deployed, and Municipality will be available to consult with Company regarding the boundaries of the Municipality’s recognized neighborhood associations and the Municipality’s goals of equity and inclusion. 4.3 Public Benefits. Company agrees to engage in initiatives designed to benefit the public based on an assessment of the particular needs of the community. Such initiatives may focus on increasing access to Broadband Services, improving digital literacy, and bridging the digital divide. Company further agrees to use good faith efforts to consult with Municipality in designing and implementing such initiatives. Nothing in this subsection 4.3 shall modify, offset, or otherwise affect Company’s obligation to pay franchise fees as provided for in this Franchise. 12 ARTICLE V [RESERVED] ARTICLE VI INDEMNITY AND INSURANCE 6.1 Indemnification. Company shall indemnify, defend, and hold harmless Municipality and all associated, Affiliated, allied and subsidiary entities of Municipality, now existing or hereinafter created, and their respective officers, boards, commissions, attorneys, agents, and employees (hereinafter referred to as “Indemnitees”), from and against any and all liability, obligation, damages, penalties, claims, costs, charges, losses and expenses (including, without limitation, reasonable fees and expenses of attorneys) arising from any third-party claim of personal injury or property damage that may be imposed upon, incurred by or be asserted against the Indemnitees by reason of any act or omission of Company, its personnel, employees, agents, contractors, subcontractors or Affiliates, which may arise out of or be in any way connected with (i) the construction, installation, operation, maintenance or condition of the System, or (ii) the Company’s failure to comply with any Federal, State or local statute, ordinance or regulation. Company’s indemnification obligation shall not extend to liability to the extent caused by the negligence or willful misconduct by any Indemnitee or any other third party. 6.2 Assumption of Risk. Company undertakes and assumes for its officers, agents, contractors and subcontractors and employees, all risk of dangerous conditions, if any, on or about any Municipality-owned or controlled property, including Public Ways. 6.3 Defense of Indemnitees. In the event any action or proceeding shall be brought against the Indemnitees by reason of any matter for which the Indemnitees are indemnified hereunder, Company shall upon notice from any of the Indemnitees, at Company’s sole cost and expense, resist and defend the same with legal counsel reasonably acceptable to Municipality; provided, however, that Company shall not admit liability in any matter on behalf of the Indemnitees without the written consent of Municipality. If Municipality elects to defend such action or proceeding itself, and does not call upon Company to provide a defense pursuant to this provision, then Municipality shall be required to obtain consent from Company with regard to Municipality’s engagement of counsel, experts, accountants or other consultants, such consent not be unreasonably withheld, in order for Company to be responsible for reasonable fees and expenses pursuant to Section 6.1 herein. 6.4 Notice, Cooperation and Expenses. Municipality shall give Company prompt notice of the making of any claim or the commencement of any action, suit or other proceeding covered by the provisions of this Section. Nothing herein shall be deemed to prevent Municipality from cooperating with Company and participating in the defense of any litigation by Municipality’s own counsel. 6.5 Insurance. At all times during the term of this Agreement, plus any time after the term is over during which removal of facilities or restoration is occurring, Company shall obtain, maintain, and pay all premiums for, all insurance policies described in this Section, so as to protect the public. Simultaneous with the execution of this Agreement, Company shall provide Municipality with certificates of insurance evidencing such coverage. In the event Company 13 anticipates a significant delay between the execution of this Agreement and its initial construction of the System, Company shall notify Municipality and may instead provide the certificates of insurance prior to applying for its first permit. Failure to obtain and maintain any insurance policy required by this Section shall be deemed a material breach of this Agreement and may be grounds for termination of this Agreement and the Franchise. 6.5.1 Commercial General Liability. Commercial general liability insurance, including premises operations liability, completed operations liability, Independent Contractors Liability, Contractual Liability coverage, railroad protective coverage and coverage for property damage from perils of explosion, collapse or damage to underground utilities, commonly known as XCU coverage, in an amount not less than Two Million Dollars ($2,000,000) per occurrence, with a Five Million Dollar ($5,000,000) aggregate and a Five Million Dollar ($5,000,000) products completed operations aggregate. 6.5.2 Comprehensive Automobile Liability. Commercial automobile liability insurance that provides coverage for owned, hired, and non-owned automobiles, with the Municipality as an additional insured, in the minimum amount of a combined single limit of $2,000,000 per occurrence, or $1,000,000 liability per person, $2,000,000 liability per occurrence, and $250,000 property damage. 6.5.3 Workers’ Compensation. Workers’ compensation and employer’s liability insurance sufficient to cover all of the Company’s employees pursuant to Utah law. This requirement includes those who are doing business as an individual and/or as a sole proprietor as well as corporations and partnerships. In the event any work is subcontracted, the Company shall require its subcontractor(s) similarly to provide worker’s compensation insurance for all of the latter’s employees, unless a waiver of coverage is allowed and acquired pursuant to Utah law. 6.5.4 Umbrella Policies. The coverage amounts set forth above may be met by a combination of underlying (primary) and umbrella policies so long as in combination the limits equal or exceed those stated. If more than one insurance policy is purchased to provide the coverage amounts set forth above, then all policies providing coverage limits excess to the primary policy shall provide drop down coverage to the first dollar of coverage and other contractual obligations of the primary policy, should the primary policy carrier not be able to perform any of its contractual obligations or not be collectible for any of its coverages for any reason during the term of this Agreement, or (when longer) for as long as coverage could have been available pursuant to the terms and conditions of the primary policy. 6.6 Additional Insured/Claims Made Basis. Municipality shall be named as an additional insured on all policies (other than policies for workers’ compensation and employer’s liability), to the extent such coverage is commercially reasonably available. Any notice of cancellation of coverage will be delivered to Municipality in accordance with policy provisions, which shall include an endorsement indicating that the policy may not be canceled or modified without providing thirty (30) days prior written notice to Municipality. Company shall annually provide Municipality with a certificate of insurance evidencing such coverage. All insurance policies (other than workers’ compensation and employer’s liability insurance) shall be written on 14 an occurrence basis and not on a claims-made basis, to the extent such coverage is commercially reasonably available. 6.7 No Limitation of Liability. No recovery by Municipality of any sum by reason of any insurance policy required by this Agreement shall be any limitation upon the liability of Company to Municipality or to other persons. 6.8 Qualified Carriers. All insurance shall be effected under valid and enforceable policies insured by insurance carriers licensed to do business in the State of Utah or by surplus line carriers on the State Insurance Commissioner’s approved list of companies qualified to do business in the State of Utah. All insurance carriers and surplus line carriers shall be rated A- or better by A.M. Best Company. 6.9 Contractors. Company’s contractors and subcontractors working in the Public Ways shall carry in full force and effect commercial general liability, automobile liability and workers’ compensation and employer’s liability insurance commensurate with the scope of their work. In the alternative, Company, at its expense, may provide such coverages for any or all its contractors or subcontractors (such as by adding them to Company policies). 6.10 Insurance Primary. Company’s insurance coverage shall be primary insurance with respect to Municipality, its officers, agents, employees, elected and appointed officials, departments, boards, and commissions (collectively “them”), but only for actions of Company and for whom Company is responsible. Any insurance or self-insurance maintained by any of them shall be in excess of Company’s insurance and shall not contribute to it (where “insurance or self- insurance maintained by any of them” includes any contract or agreement providing any type of indemnification or defense obligation provided to, or for the benefit of them, from any source, and includes any self-insurance program or policy, or self-insured retention or deductible by, for or on behalf of them). 6.11 Changes to Limits. In the event that governmental immunity limits are subsequently altered by legislation or judicial opinion, the Company shall provide a new certificate of insurance within thirty (30) days after being notified thereof in writing by Municipality, certifying coverage in compliance with the modified limits or, if no new limits are specified, in an amount reasonably acceptable to Municipality, and commercially available. ARTICLE VII FEES AND PAYMENTS 7.1 Franchise Fee. For and in consideration of the Franchise, and as fair and reasonable compensation to Municipality for the use by Company of the Public Ways, Company shall pay Municipality throughout the term of this Agreement an annual amount equal to two percent (2%) of Company’s Gross Revenues (“Franchise Fee”). Such payments shall be made quarterly and are due within forty-five (45) days after the end of each calendar quarter. 7.1.1 Each Franchise Fee payment shall be accompanied by a written report to Municipality containing an accurate statement in summarized form of Company’s Gross Revenues and the computation of the payment amount. 15 7.1.2 Subject to Section 12.1, Municipality may review Company books and records on an annual basis that are reasonably necessary to verify the accuracy of Franchise Fees paid Municipality. After such review, any additional undisputed amount due Municipality shall be paid within forty-five (45) days of Municipality’s submitting an invoice for such sum. 7.1.3 In addition to the Franchise Fee, Company is required to pay any additional fees, taxes, or similar charges for services provided by Company as required by applicable state or local law, including compliance with the Municipal Telecommunications License Tax Act in Utah Code Section 10-1-4. 7.2 Allocation of Fees. Company shall not intentionally allocate revenue between Services subject to the Franchise Fee and services not subject to the Franchise Fee for the purpose of evading or reducing Company’s Franchise Fee obligations to the Municipality. 7.3 Other Payments. The Franchise Fee payable pursuant to Section 7.1 is in addition to all sums which may be due Municipality under this Agreement. In addition to the Franchise Fee, Company shall pay: 7.3.1 Municipality’s actual, reasonable, and documented cost of newspaper publication associated with adoption of the Ordinance; and 7.3.2 An administrative fee of $10,000 (“Administrative Fee”) to reimburse Municipality for all costs and expenses associated with the preparation and adoption of the Ordinance and this Agreement. The Administrative Fee shall be paid to Municipality within sixty (60) days of adoption of the Ordinance. 7.4 Interest. All sums not paid when due shall bear interest at the rate of ten percent (10%) per annum computed monthly or the highest lawful rate, whichever is less, and if so paid with interest within thirty (30) days of the due date, shall not constitute an Event of Default under Article 10. ARTICLE VIII TERM 8.1 Term. The term of this Agreement, and the Franchise, shall be from the Effective Date for a period of fifteen (15) years. 8.2 Termination. This Agreement and the Franchise, and all rights of Company hereunder and under the Ordinance, shall automatically terminate on the expiration of the term described in Section 8.1, unless renewed or otherwise extended by Municipality. Subject to Section 3.10, Company may terminate this Agreement after providing written notice to City at least ninety (90) days prior to termination. 16 ARTICLE IX TRANSFERS, OWNERSHIP AND CONTROL 9.1 Management of the System. Company or its Affiliate shall manage the System and the provision of Broadband Services within Municipality. 9.2 Assignment. This Agreement shall not be assigned by Company, except to an Affiliate, without the prior written consent of Municipality. Municipality shall not unreasonably withhold such consent and shall respond to any request for consent as promptly as reasonably possible. If Municipality fails to respond to a request for consent within 30 days, such consent will be deemed granted. 9.3 Company shall pay Municipality for all actual, reasonable, and documented costs incurred by Municipality due to any proposed sale, assignment, or transfer of the System. ARTICLE X DEFAULTS 10.1 Events of Default. The occurrence at any time during the term of the Franchise of any one or more of the following events shall constitute an Event of Default by Company under this Agreement. 10.1.1 The failure of Company to pay the Franchise Fee (and, in the case of delinquent payments, all required interest thereon) within thirty (30) days after the due dates specified herein. 10.1.2 Company’s material breach or violation of any of the terms, covenants, representations, or warranties contained herein or Company’s material failure to perform any obligation contained herein. 10.1.3 Company’s failure to pay or cause to be paid any governmentally imposed taxes of any kind whatsoever, including but not limited to real estate taxes, income taxes, and personal property taxes on or before the due date for same; provided, however, Company shall not be in default hereunder with respect to the non-payment of taxes which are being disputed in good faith in accordance with applicable law. 10.1.5 The dissolution or termination, as a matter of law, of Company. 10.1.6 If Company files a voluntary petition in bankruptcy; is adjudicated insolvent; obtains an order for relief under Section 301 of the Bankruptcy Code (11 U.S.C. §301); files any petition or fails to contest any petition filed against it seeking any reorganization, arrangement, composition, readjustment, liquidation, dissolution or similar relief for itself under any laws relating to bankruptcy, insolvency or other relief for debtors; seeks or consents to or acquiesces in the appointment of any trustee, receiver, master, custodian or liquidator of Company, or any of Company’s property and/or the Franchise and/or of any and all of the revenues, issues, earnings, profits or income thereof; makes an assignment for the benefit of creditors; or fails to pay Company’s debts generally as they become due. 17 10.2 Uncured Events of Default. Municipality shall give Company written notice of any Event of Default and Company shall have the following reasonable time period to cure same: For an Event of Default which can be cured by the immediate payment of money to Municipality or a third party, Company shall cure such default within thirty (30) days of written notice from Municipality to Company of the occurrence of such Event of Default; for an Event of Default by Company which cannot be cured by the immediate payment of money to Municipality or a third party, Company shall have the longer of (a) sixty (60) days from written notice from Municipality to Company of an occurrence of such Event of Default, or (b) if more than sixty (60) days is reasonably needed to cure the Event of Default, such additional time (not to exceed six (6) months) from written notice from Municipality to Company which is reasonably needed, as long as Company has commenced cure within such sixty (60) day period, and diligently pursues such cure to completion. 10.2.1 If any Event of Default is not cured within the time period allowed for curing the Event of Default, as provided for herein, such Event of Default shall, without notice, become an Uncured Event of Default, which shall entitle Municipality to exercise the remedies provided for in Article 11. ARTICLE XI REMEDIES 11.1 Remedies. Upon the occurrence of any Uncured Event of Default as described in Section 10.2.1, Municipality shall be entitled to exercise any and all of the following cumulative remedies: 11.1.1 Municipality shall have the right to forfeit and terminate the Franchise and upon the forfeiture and termination thereof the Franchise, the Ordinance and this Agreement shall be automatically deemed null and void and have no force or effect; Company shall remove the System from Municipality as and when requested by Municipality; and Municipality shall retain any portion of the Franchise Fee and other fees or payments paid to it, or which are due and payable to it, to the date of the forfeiture and termination. Municipality’s right to forfeit and terminate the grant of the Franchise pursuant to this Section is not a limitation on Municipality’s right of revocation. 11.1.2 The commencement of an action against Company at law for monetary damages. 11.1.3 The commencement of an action in equity seeking injunctive relief or the specific performance of any of the provisions which, as a matter of equity, are specifically enforceable. 11.2 Remedies Not Exclusive. The rights and remedies of Municipality set forth in this Agreement shall be in addition to and not in limitation of, any other rights and remedies provided by law or in equity. Municipality and Company understand and intend that such remedies shall be cumulative to the maximum extent permitted by law and the exercise by Municipality of any one or more of such remedies shall not preclude the exercise by Municipality, at the same or different times, of any other such remedies for the same Uncured Event of Default. 18 ARTICLE XII PROVISION OF INFORMATION 12.1 Books and Records. Company shall prepare and maintain any records or reports that are required of it by federal, state, or local law. Municipality shall have the right to obtain, in the format kept by Company in the ordinary course of business, copies of such records and reports as appropriate and reasonable to determine whether Company is in compliance with this Franchise. Company reserves the right to object to any request made under this Section 12.1 as unnecessary, unreasonable, or inappropriate under the circumstances and to seek appropriate confidentiality protections for any information to be produced to Municipality. 12.2 Government Records Access and Management Act. Municipality is subject to the requirements of the Government Records Access and Management Act, Chapter 2, Title 63G, Utah Code Annotated, or its successor (“GRAMA”). All materials submitted to Municipality by Company pursuant to this Agreement are subject to disclosure unless such materials are exempt from disclosure pursuant to GRAMA. The burden of claiming an exemption from disclosure shall rest solely with Company, and Company shall comply with the requirements of GRAMA in asserting any such exemption. Any materials for which Company claims a privilege from disclosure shall be submitted marked as “Business Confidential” and accompanied by a concise statement of reasons supporting Company’s claim of business confidentiality. Municipality shall make reasonable efforts to notify Company of any requests made for disclosure of documents submitted under a claim of business confidentiality. Company may, at Company’s sole expense, take any appropriate actions to prevent disclosure of such material. Company specifically waives any claims against the Municipality related to disclosure of any materials required by GRAMA. ARTICLE XIII GENERAL 13.1 Entire Franchise. This Agreement, including the Exhibits attached hereto, contains the entire agreement between the parties and all prior franchises, negotiations and agreements relating to the System or provision of Broadband Services are merged herein and hereby superseded, excluding that certain Installation Release and Indemnification Agreement between the parties and recorded with the Salt Lake City Recorder’s Office on August 10, 2017, as may be amended. 13.2 Notices. Except as otherwise specified herein, all notices, consents, approvals, requests and other communications (herein collectively “Notices”) required or permitted under this Agreement shall be given in writing and mailed by registered or certified first-class mail, return receipt requested addressed as follows: If to Municipality: Property Manager Salt Lake City Real Estate Services P.O. Box 145460 Salt Lake City, UT 84114-5460 19 With a copy to: Salt Lake City Attorney Attn: Franchising P.O. Box 145478 Salt Lake City UT 84114-5478 If to Company: Google Fiber Utah, LLC ATTN: General Manager 1600 Amphitheatre Parkway Mountain View, CA 94043 Fax: (650) 253-0001 Email: googlefibernotices@google.com With a copy to: Google Fiber Inc. ATTN: Google Fiber Legal Department 1600 Amphitheatre Parkway Mountain View, CA 94043 Email: legal-notices@google.com All Notices shall be deemed given on the day of mailing. Either party to this Agreement may change its address for the receipt of Notices at any time by giving notice thereof to the other as provided in this Section. Any notice given by a party hereunder must be signed by an authorized representative of such party. 13.3 Conferences. The parties hereby agree to meet at reasonable times on reasonable notice to discuss any aspect of this Agreement, the provision of Broadband Services or the System during the term hereof. 13.4 Governing Law. This Agreement shall be construed pursuant to the laws of the State of Utah and the United States of America. 13.5 Waiver of Compliance. No failure by either party to insist upon the strict performance of any covenant, agreement, term or condition of this Agreement, or to exercise any right, term or remedy consequent upon a breach thereof shall constitute a waiver of any such breach or such covenant, agreement, term or condition. No waiver of any breach shall affect or alter this Agreement, but each and every covenant, agreement, term, or condition of this Agreement shall continue in full force and effect with respect to any other then existing or subsequent breach thereof. 13.5.1 Municipality may waive any obligation of Company under this Agreement, in whole or in part, at any time. 13.6 Independent Contractor Relationship. The relationship of Company to Municipality is and shall continue to be an independent contractual relationship, and no liability or benefits, such as worker’s compensation, pension rights or liabilities, insurance rights or liabilities or other provisions or liabilities, arising out of or related to a contract for hire or employer/employee relationship, shall arise or accrue to either party or either party’s agents or 20 employees as a result of the performance of this Agreement, unless expressly stated in this Agreement. 13.7 Severability. If any section, paragraph, or provision of this Agreement shall be held to be invalid or unenforceable for any reason, the invalidity or unenforceability of such section, paragraph, or provision shall not affect any of the remaining provisions of this Agreement. 13.8 Captions. All captions are for convenience of use and have no substantive effect, except for those captions in the Definitions section of this Agreement. 13.9 Franchise Accepted. Company further acknowledges by execution and delivery of this Agreement that it has carefully read the terms and conditions of this Agreement and the Ordinance and accepts the obligations imposed hereby and thereby regardless of whether such obligations are contained in this Agreement or the Ordinance, or both. 13.10 Binding Agreement. Subject to Section 2.4, the parties agree that this Agreement complies with State and Federal law as of the Effective Date and agree to be bound by the provisions hereof during the full term hereof, except that the parties also agree to recognize and be bound by any change in any State or Federal law, even if such law materially affects the terms of this Agreement. Notwithstanding the preceding sentence, if any change in law or regulation would have the effect of limiting, qualifying, or excusing payment by Company of the Franchise Fee provided for in Article 7 hereof, Company shall continue to pay all or such portion of the Franchise Fee as permitted by law .In the case of a change in law which requires a reduction in the percentage of revenue on which any franchise fee for Broadband Service may be based, the percentage of Gross Revenues on which the Franchise Fee is based will be commensurately reduced. 13.11 Other Covenants. Company for itself and its Affiliates covenants that Company and its Affiliates shall not bring or support, directly or indirectly, any suit, claim, or proceeding (judicial or administrative) challenging any term of this Agreement or contending that Municipality or Company did not have the authority to impose or agree to such terms. 13.12 Non-Waiver, Preemption. Nothing in this Agreement shall be deemed an agreement by either party as to any claimed preemptive effect, nor shall it be deemed a waiver of either party’s right to challenge any claimed preemptive effect, of any subsequent Federal law, regulation, or court ruling alleged to conflict with, alter, limit, or replace terms, requirements or conditions of this Agreement in effect as of the Effective Date. 13.13 Reserved Rights. Municipality reserves all rights and powers under (i) its police powers and (ii) powers conferred by Federal, State, or local law of which Municipality may not legally and contractually divest itself. In particular, Municipality reserves the right to alter, amend or repeal its municipal code as it determines shall be conducive to the health, safety and welfare of the public, or otherwise in the public interest; provided that any such alteration, amendment or repeal shall be applicable to all similarly situated franchisees of the City, in such a manner and to such an extent so as not to place Company at a material competitive disadvantage. Municipality agrees that by accepting this Agreement, Company has not waived its right to object to the application to it of actions by Municipality pursuant to its reserved rights or police powers. 21 13.14 Representation Regarding Ethical Standards for Municipality Officers and Employees and Former Municipality Officers and Employees. Company represents that to the best of its knowledge, it has not (1) provided an illegal gift or payoff to a Municipality officer or employee or former Municipality officer or employee, or his or her relative or business entity; (2) retained any person to solicit or secure this contract upon an agreement or understanding for a commission, percentage, brokerage or contingent fee, other than bona fide employees or bona fide commercial selling agencies for the purpose of securing business; (3) breached any of the ethical standards set forth in the Municipality’s conflict of interest ordinance, Chapter 2.44, Salt Lake City Code; or (4) influenced, and hereby promises that it will not knowingly influence, a Municipality officer or employee or former Municipality officer or employee to breach any of the ethical standards set forth in the Municipality’s conflict of interest ordinance, Chapter 2.44, Salt Lake City Code. 13.15 City Representative. The Director of City’s Department of Management Services (the “City Representative”), or his or her designee, shall be Municipality’s representative for all purposes of this Agreement. Except where City Council action is required by this Agreement or by law, all decisions, judgments, approvals, requests, notices or other actions of Municipality required or permitted under this Agreement shall be made, obtained, issued or delivered or otherwise effected on behalf of Municipality by the City Representative, or his or her designee. IN WITNESS WHEREOF, the parties have hereto set their hands as of the Effective Date. SALT LAKE CITY CORPORATION By: ERIN MENDENHALL, MAYOR Attest and Countersign: CITY RECORDER Approve as to form: Kimberly K. Chytraus, Senior City Attorney GOOGLE FIBER UTAH, LLC By: Its: SALT LAKE CITY ORDINANCE No. __ of 2021 (Approving an Amended and Restated Broadband Services Franchise to Google Fiber Utah, LLC) WHEREAS, pursuant to Ordinance 11 of 2015 adopted by the City County on March 3, 2015, Google Fiber Utah, LLC, a Utah limited liability company (the “Company”) provides certain video and broadband services within Salt Lake City, Utah (the “City”), and in connection therewith has establish a network in, under, along, over, and across present and future streets, alleys and rights-of-way of the City, consisting of fiber optic cable, together with all necessary and desirable appurtenances; and WHEREAS, the Company will continue to provide broadband services but will no longer provide video services within the City and the City and the City, in the exercise of its police power, ownership, use or rights over and in the public rights-of-way, and pursuant to its other regulatory authority, believes it is in the best interest of the public to amend the franchise provided to the Company; and WHEREAS, the City and the Company propose to enter into an Amended and Restated Franchise Agreement, the substantially final form of which has been presented to the City Council at the meeting at which this Ordinance is being considered for adoption; and WHEREAS, the City desires to approve the execution and delivery of such Amended and Restated Franchise Agreement and to otherwise take all actions necessary to amend the referenced franchise to the Company; and WHEREAS, the City believes this Ordinance to be in the best interest of the citizens of the City, NOW, THEREFORE, be it ordained by the City Council of Salt Lake City, Utah, as follows: SECTION 1. Purpose. The purpose of this Ordinance is to amend the franchise granted to the Company pursuant to Ordinance 11 of 2015, and its successors and assigns, for the non-exclusive right to use the present and future streets, alleys, viaducts, bridges, roads, lanes and public way within and under control of the City for its business purposes, under the constraints and for the compensation enumerated in the Amended and Restated Franchise Agreement attached hereto as Exhibit A, and by this reference incorporated herein, as if fully set forth herein (the “Franchise Agreement”). SECTION 2. Short Title. This Ordinance shall constitute the Google Fiber Amended Franchise Ordinance. SECTION 3. Amendment of Franchise. The right, privilege, and franchise (collectively, the “Franchise”) granted to the Company is hereby amended and restated as more particularly described in the Franchise Agreement. SECTION 4. Term. The term of the Franchise is for a period of fifteen (15) years from and after the effective date of the Franchise Agreement. The Company shall pay all costs of publishing this Ordinance. SECTION 5. Acceptance by Company. Within thirty (30) days after the effective date of this Ordinance, the Company shall execute the Franchise Agreement and return it to the City, otherwise, this Ordinance and the rights granted hereunder shall be null and void. SECTION 6. No Franchise revocation or termination may be effected until the City Council shall first adopt an ordinance terminating the Franchise and setting forth the reasons therefor, following not less than thirty (30) days prior written notice to the Company of the proposed date of the ordinance adoption. The Company shall have an opportunity on said ordinance adoption date to be heard upon the proposed termination. SECTION 7. This Ordinance shall take effect immediately upon publication. Passed by the City Council of Salt Lake City, Utah, this ____ day of _______, 2021. ______________________________ CHAIRPERSON ATTEST: ______________________________ CHIEF DEPUTY CITY RECORDER Transmitted to Mayor on _______________________. Mayor’s Action: _______Approved. _______Vetoed. ______________________________ MAYOR ATTEST: ______________________________ CHIEF DEPUTY CITY RECORDER (SEAL) Bill No. ________ of 2021. Published: _______________. Salt Lake City Attorney’s Office Approved As To Form By: __________________________ Kimberly K. Chytraus Date: ________________________ April 1, 2021 EXHIBIT A CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 SLCCOUNCIL.COM TEL 801-535-7600 FAX 801-535-7651 COUNCIL STAFF REPORT CITY COUNCIL of SALT LAKE CITY TO:City Council Members FROM:Allison Rowland Budget & Policy Analyst DATE: May 11, 2021 RE: RESOLUTION: HOUSING TRUST FUND LOAN AMENDMENT TO GARDEN LOFTS HOLDINGS, LP, AT 154 WEST 600 SOUTH Staff note: The original staff report was inadvertently submitted on RDA Board letterhead. ISSUE AT-A-GLANCE The Council will consider a proposal to amend a $1 million Housing Trust Fund (HTF) loan to Garden Lofts Holdings, LP, in two ways. This loan was originally approved in 2017. First, Wasatch Residential Group, which manages Garden Lofts at 154 West 600 South, has requested switching from renting all units at or below 60% AMI, to a technique known as income-averaging. This is a relatively new option, beginning in 2018, which is now permitted by the County, State and LIHTC (Low-Income Housing Tax Credit) rules and ordinances. It would shift the terms of the loan to allow the average of all units be 60% AMI, but with some units renting at higher levels (70% to 80% AMI), which would help subsidize new, deeply affordable rents for others (40% and 50% AMI). This specific shift was approved by Utah Housing Corporation in September, 2019. The second change to the loan would be to move the City’s loan for the project from second position to third, behind a new $1,200,000 loan from Citibank, which provided the original senior loan of $26,330,000. Wasatch Residential Group intends to use the new loan to offset unanticipated construction cost increases. The current HTF loan states that the borrower cannot add more funding after the original loan is in place. ➢The Council may wish to clarify with HAND staff the following aspect of this proposed amendment: Will Wasatch Residential Group maintain the original amount of deferred developer fee for the Garden Lofts Development, or will that change? There would be no net financial impact to the HTF from these changes except, potentially, in the event of a default by the borrower. Currently, the development is in good standing and has entered the payback period with the first payment of $75,000 due on April 1, 2021. The City’s current principal balance is $1,000,000, at an interest rate of 2.5%. Accrued interest is $12,500. The loan’s term is 38 years, with the borrower paying interest only during the first three years. Item Schedule: Briefing: May 11, 2021 Set Date: n/a Public Hearing: n/a Potential Action: May 18, 2021 Page | 2 The additional Citibank loan has not yet closed. It is scheduled to do so after all approvals have been received. The City’s Housing Trust Fund Advisory Board (HTFAB) reviewed the income averaging request on November 4, 2020, and the subordination amendment on February 3, 2021, and unanimously recommended approval of both amendments. The Olene Walker Loan Fund, which would move to fourth position for repayment, also approved the additional loan, on January 28, 2021. Goal of the briefing: Review and consider approving the proposed amended loan agreement for affordable housing at Garden Lofts Holdings, LP, 154 West 600 South. ADDITIONAL INFORMATION If approved, the shift to income-averaging would result in the rental price increasing on 57 units and decreasing on 52 units. The majority of units would remain at 60% AMI. The new prices would be phased in as units are vacated and re-leased, so no existing tenant would be affected by the proposed changes. Proposed New AMI Mix (originally all units were priced at 60% AMI) Higher priced Unchanged Lower priced Type 80% AMI 70% AMI 60% AMI 50% AMI 40% AMI Total Studio 20 20 1 Bed 1 Bath 3 36 81 28 7 155 2 Bed 2 Bath 2 16 14 3 35 2 Bed 1 Bath 49 49 3 Bed 2 Bath 13 13 Total 5 52 163 42 10 272 POLICY QUESTIONS 1. Based on this request, it appears that HAND (the Housing and Neighborhood Development Division) continues to supervise existing development-loan-related balances and payments. In an FY21 Legislative Intent, the Council had directed these be moved to the RDA. The response to this Intent from the Administration appears in the FY22 Mayor’s Recommended Budget, and is copied below. HAND continues to work with the RDA, the Attorneys, and Finance regarding the transfer of the Housing Trust Fund or HTF (aka HDTF) portfolio. The portfolio resides in HAND’s loan management system (N4F), and HAND continues to maintain the loans. The key component of transferring the portfolio requires ordinance modifications regarding the current Housing Trust Fund Ordinance that includes process for the HTF Advisory Board. For example, the HTFAB does not currently have the authority to make a recommendation to the RDA Board, only to the Mayor and City Council. Clarification from Council/Board on moving forward with the proposed structure from RDA staff will guide future process for the HTFAB and would assist in proposed modifications. HAND will continue to work with CAN Leadership, the RDA, the Attorneys, and Finance on proposed code modifications and identifying appropriate fund classes and cost centers to enable the transfer. Would the Council like to request the Administration continue the process of shifting Housing Trust Fund’s development-loan-related balance and payments? Page | 3 2.The Council may wish to request a current list of all other properties that continue to have Housing Trust Fund loans administered and repaid to HAND. This list could include amounts owed and annual payments. It also could include an explanation of what happens with these funds as they are repaid, for example, whether they remain in the HTF or return to the general fund. ERIN MENDENHALL DEPARTMENT of COMMUNITY Mayor and NEIGHBORHOODS Blake Thomas Director SALT LAKE CITY CORPORATION 451 SOUTH STATE STREET, ROOM 404 WWW.SLC.GOV P.O. BOX 145486, SALT LAKE CITY, UTAH 84114-5486 TEL 801.535.6230 FAX 801.535.6005 CITY COUNCIL TRANSMITTAL __________________________________ Date Received: _________________ Lisa Shaffer, Chief Administrative Officer Date sent to Council: _________________ ______________________________________________________________________________ TO: Salt Lake City Council DATE: Amy Fowler, Chair FROM: Blake Thomas, Director, Department of Community & Neighborhoods __________________________ SUBJECT: Garden Lofts Income Averaging Request & Subordination Request STAFF CONTACT: Amanda Best, Housing Development Program Specialist HAND 801-535-7698, Amanda.Best@slcgov.com DOCUMENT TYPE: Resolution RECOMMENDATION: Request #1: Income Averaging Housing Trust Fund Advisory Board (HTFAB) recommends approving the income averaging amendment to the Garden Lofts Loan. Request #2: Amend Loan to Subordinate to New Loan (Citibank) Housing Trust Fund Advisory Board (HTFAB) recommends approving the additional loan with Citibank and subordinating to Citibank, putting the City’s Housing Trust Fund loan in third position. BUDGET IMPACT: No budget impacts, this request for an adjustment in income restrictions for the rental units and movement in priority of loan. BACKGROUND/DISCUSSION: Wasatch Residential Group, the managing group of Garden Lofts, currently has an $1,000,000 loan from the Housing Trust Fund (HTF) to develop an all affordable multifamily construction project on 3.18 acres of property in downtown Salt Lake City. This development consists of 272 April 15, 2021 Lisa Shaffer (Apr 20, 2021 15:27 MDT) 04/20/2021 04/20/2021 units, all at or below 60% of Area Median Income (AMI). The loan was recorded on December 14, 2017. The loan was provided using HTF. The development is currently in payback period and is in good standing. The current principal balance is $1,000,000 and accrued interest is $12,500. According to the Promissory Note the term is 38 years, with the first three years borrower paying interest only, and the first payment of $75,000 due on April 1, 2021. Garden Lofts Apartment information can be found at https://www.gardenloftsisyourhome.com. The address is 154 West 600 South, Salt Lake City, UT 84101, located in District 4 under Councilmember Ana Valdemoros. Request #1: Income Averaging According to the City HTF loan documents all units must serve residents at or below 60% AMI based on tenant income verification. Wasatch Residential Group is requesting a change in the loan documents to move from all units at or below 60% AMI to an income averaging of all units. The result would be that the average income level of the entire development will be 60% AMI. Income averaging would allow the housing complex to offset costs within the adjusted range of rents rather than utilizing more subsidy, creating units that have a higher AMI and units that have a lower AMI. As seen in Table 1 and Table 2 below, the units were originally required to serve tenants at or below 60% AMI. With income averaging, the units would be adjusted to allow households ranging from 40% AMI to 80% AMI. However, when contemplating the entire development, the average renter household income will still be 60% AMI. The higher rents collected from households with greater income will offset the deeply affordable rents within the housing complex without the need of more subsidy. The income averaging approach does not create a change in the overall project budget nor in underwriting. This process has recently been approved by Utah Housing Corporation (UHC) and the Low-Income Housing Tax Credit (LIHTC). The Wasatch Residential Group’s LIHTC and Land Use Restriction Agreement (LURA) has already been adjusted to include income averaging for Garden Lofts Apartments. Because this change has taken place in the LIHTC LURA, Wasatch Residential Group is currently out of compliance with the City loan agreement, and thus requesting to make this change. The Federal Consolidated Appropriations Act of 2018 was signed into law on March 23, 2018 and established Income Averaging (IA) as a third minimum set-aside election for Housing Credit (HC) developments. This new election allows developments to designate units as low as 20%, and up to 80% of AMI as long as the average AMI level of the HC units in the project, as defined in line 8b on IRS Form 8609, is 60% or less of AMI. Income averaging is becoming popular with affordable housing funding and is allowable under the County, State, and LIHTC rules and ordinances. This shift would allow for more variety within rents and could allow for a deeper affordability throughout the development, while still receiving needed income from the higher affordability limit. Request #2: Amend Loan to Subordinate to New Loan (Citibank) The original subordination agreement has Salt Lake City Housing Trust Fund Loan in the second position behind Citibank and in front of Olene Walker Housing Loan Fund. The development is currently leased up. The current HTF loan states that the borrower cannot add additional funding after the original loan is in place. Wasatch Residential Group is requesting permission to assume an additional loan, and is asking the City to subordinate its second lien position, placing the new Citibank loan in second lien position, the City in third lien position, and Olene Walker Housing Loan Fund in fourth position. This request was heard by the Olene Walker Housing Loan Fund board on January 28, 2021 in which the board approved the request to subordinate to the Citibank loan. Wasatch Residential Group intends to use the new loan to offset unexpected costs resulting from higher than expected construction costs of the development. The additional loan will allow Wasatch Residential Group to decrease the amount of deferred developer fee for the Garden Lofts Development. Borrower Information: Wasatch Residential Group has an extensive portfolio including both affordable and market rate multi-family housing throughout the Western United States. Wasatch owns/manages over 24 apartment communities in Utah. This group is responsible for developing over 7,600 units and $1 billion in multifamily construction. Here in Salt Lake, they are responsible for constructing and managing Providence Place, Enclave, and 600 Lofts, all affordable housing developments. Wasatch has current Housing Trust Fund financing on both Providence Place and 600 Lofts. In addition, their management affiliate, Wasatch Property Management, currently manages 70 apartment communities around the Western United States. Proposed Loan Amendment: Request #1: Income Averaging When the Federal Consolidated Appropriations Act of 2018 passed allowing income averaging to be an approach to providing affordable housing, Wasatch worked with Utah Housing Coalition to have the Land Use Restricted Agreement (LURA) allow for income averaging. The change would allow for certain rents to increase to 80% AMI and others lower to 40% AMI to allow for the average income of all tenants to be 60% AMI. The unit mix adjustment is in the updated LURA and is represented in the table below. TABLE A: Housing Unit/AMI Mix Current: Type # of Units Income Limits 1 Bed 1 Bath 3 at or below 60% AMI 2 Bed 2 Bath 2 at or below 60% AMI 1 Bed 1 Bath 36 at or below 60% AMI 2 Bed 2 Bath 16 at or below 60% AMI Studio 20 at or below 60% AMI 1 Bed 1 Bath 81 at or below 60% AMI 2 Bed 1 Bath 49 at or below 60% AMI 3 Bed 2 Bath 13 at or below 60% AMI 1 Bed 1 Bath 28 at or below 60% AMI 2 Bed 2 Bath 14 at or below 60% AMI 1 Bed 1 Bath 7 at or below 60% AMI 2 Bed 2 Bath 3 at or below 60% AMI TABLE B: Housing Unit/AMI Mix Proposed: Type # of Units Income Limits 1 Bed 1 Bath 3 80% AMI 2 Bed 2 Bath 2 80% AMI 1 Bed 1 Bath 36 70% AMI 2 Bed 2 Bath 16 70% AMI Studio 20 60% AMI 1 Bed 1 Bath 81 60% AMI 2 Bed 1 Bath 49 60% AMI 3 Bed 2 Bath 13 60% AMI 1 Bed 1 Bath 28 50% AMI 2 Bed 2 Bath 14 50% AMI 1 Bed 1 Bath 7 40% AMI 2 Bed 2 Bath 3 40% AMI This shift would increase the income limits on 57 units to 70% AMI and 80% AMI. This change would not affect the original terms or underwriting of the loan according to Housing Trust Fund Policies and Procedures. HTFAB met on February 3, 2021 to review this request with the developer. Request #2: Amend Loan to Subordinate to New Loan (Citibank) Wasatch Residential Group is also in the process of receiving an additional loan from their primary lender, Citibank. This loan is to offset developer fee costs and other costs that have increased this last year. The additional loan would take second position behind the first Citibank loan, moving the Salt Lake City Housing Trust Fund loan to third position. The current loan states that, “The borrower shall neither create nor suffer to exist any mortgage, pledge, lien, charge or encumbrance… except as of record of disclosed to the City in writing prior to the making of the loan hereunder.” The amendment to add a loan would contradict that section, thus the loan will have to be amended for that section as well. The additional loan has not yet closed and is scheduled to close after all approvals have been received. As of January 28, 2021 the Olene Walker Loan Fund has approved this additional loan. The additional Citibank loan would be for $1,200,000, is not tax exempt and requires hard payments. Wasatch Residential Group is requesting that Salt Lake City amend the subordination agreement to include the additional loan and move to third lien position. A new Deed of Trust and an amendment to the Loan would also be needed. Board Approval: Request #1: The HTFAB recommended approval of amending the Garden Lofts HTF Loan to allow for income averaging across the development to 60% AMI on November 4, 2020. Request #2: The HTFAB recommended approval of amending the Garden Lofts HTF Loan to accept the additional Citibank Loan on February 3, 2021. This would move Salt Lake City to third in line for repayment. PUBLIC PROCESS: HTFAB held a public meeting and reviewed the Income Averaging request on November 4, 2020 and the Subordination Amendment on February 3, 2021. The board unanimously recommended approval of both amendments. No other public process is required. EXHIBITS: 1. Resolution 2. Updated LURA 3. Draft Subordination Agreement 4. Recorded Subordination Agreement 5. Recorded HTF Loan 6. Recorded Deed of Trust Exhibit 1 Resolution RESOLUTION NO. _____ OF 2021 Authorizing a loan amendment from Salt Lake City’s Housing Trust Fund To Garden Lofts Holdings, LP WHEREAS, Salt Lake City Corporation (the “City”) has a Housing Trust Fund to encourage affordable and special needs housing development within the City; and WHEREAS, Garden Lofts Holdings, LP (the “Borrower”), has an existing loan (the “Loan”) for the construction and long-term financing of an affordable multifamily housing development with 272 units (the “Project”) located at 154 West 600 South, Salt Lake City, Utah (the “Property”); and WHEREAS, the Project construction is complete; and WHEREAS, the Borrower has requested that the terms of the Loan be amended as described on the attached term sheet (the “Term Sheet”); and WHEREAS, on November 4, 2020 and February 3, 2021, the Housing Trust Fund Advisory Board (the “Board”) recommended approval of the loan amendment as set forth on the Term Sheet; and WHEREAS, the City recommends the loan amendment described on the attached Term Sheet based on its underwriting of the Project. NOW THEREFORE, BE IT RESOLVED by the City Council of Salt Lake City, Utah: 1. That the City Council hereby approves amending the existing loan documents as set forth on the Term Sheet, subject to revisions that do not materially adversely affect the rights and obligations of the City hereunder. 2. That Erin Mendenhall, Mayor of Salt Lake City, Utah, on behalf of Salt Lake City Corporation is hereby authorized to negotiate and execute the requisite loan documents and any other relevant documents consistent with the Term Sheet, and incorporating such other terms and agreements as recommended by the City Attorney’s Office, and to act in accordance with their terms. Passed by the City Council of Salt Lake City, Utah, this __________ day of ____________, 2021. SALT LAKE CITY COUNCIL By CHAIR ATTEST: CITY RECORDER Approved As To Form Salt Lake City Attorney’s Office By: ____________________________ Kimberly K. Chytraus Date: __________________________ March 24, 2021 Loan Amendment Term Sheet Project: Garden Lofts Borrower: Garden Lofts Holdings, LP Address: 54 West 600 South Loan Amount: $1,000,000 Loan Maturity: 38-year term Interest Rate: 2.5% simple interest per annum Interest Accrual: Current interest accrual is $12,500 (payments are current) Repayment Terms: Payment is interest only for the first 3 years. First payment is due April 1, 2021 in the amount of $75,000. Then surplus cash payments. Collateral and Priority: Current – Second priority Deed of Trust behind Citibank Amendment – Third priority Deed of Trust behind Citibank (Original Citibank loan and new Citibank loan) (Olene Walker Housing Loan Fund has a loan that is junior to the City) Conditions: Standard loan conditions approved by City Attorney’s Office Unit Affordability Requirements: Current – All units are 60% Area Median Income (AMI) or below Amendment – All units income average to 60% AMI or below (range from 20% AMI – 80% AMI) Exhibit 2 Updated LURA 2.Set-Aside Election. The Project Owner agrees that all 272 units of the Project shallbe restricted as provided for herein and in paragraph 13. The Project Owner agrees that for each taxable year in the extended use period, as defined in IRC § 42, 40% or more of the residential units in the Project are both rent restricted, as defined in IRC §42, and occupied by individuals (hereinafter "low-income tenants") whose income does not exceed the imputed income limitation designated by the Project Owner with respect to the respective unit. The average of the imputed income limitation designated by the Project Owner shall not exceed 60% of the area median gross income, as more specifically provided in paragraph 13, with respect to the county in which the Project is located, as annually determined and published by H.U.D. 13.Rent and Incom e Limits. The Project Owner agrees that 272 units of the Project will be leased, throughout the extended use period as set forth in paragraph 9 above, (i) for a maximum monthly rental fee which is affordable to the tenants residing therein ( as calculated below), and (ii) to individuals whose annual income (as defined under Section 8 of the United States Housing Act of 193 7), aggregated for all individuals residing in a given unit, does not exceed the percentages set forth below of area median income for the county in which the unit is located: Units T\rpe Income Limits 3 1 bedroom 1 bath units 80% of area median income 2 2 bedroom 2 bath units 80% of area median income 36 1 bedroom 1 bath units 70% of area median income 16 2 bedroom 2 bath units 70% of area median income 20 Studio units 60% of area median income 81 1 bedroom 1 bath units 60% of area median income 49 2 bedroom 2 bath units 60% of area median income 13 3 bedroom 2 bath units 60% of area median income 28 1 bedroom 1 bath units 5 0% of area median income 14 2 bedroom 2 bath units 50% of area median income 7 1 bedroom 1 bath units 40% of area median income 3 2 bedroom 2 bath units 40% of area median income For purposes of determining the affordability of monthly rental payments, the maximum monthly rental fee is calculated as follows: a.First, multiply the monthly rent limit applicable to the unit as calculated by Utah Housing for the applicable year, based on bedroom size, based on 50% of area median income for the county in which the unit is located, by 2 (to arrive at a rental amount based on 100% of area median income); 2 1485082.2 Exhibit 3 Draft Subordination Agreement 21616387-v2 WHEN RECORDED MAIL TO: Citibank, N.A. Transaction and Asset Management Group 388 Greenwich Street, Trading 6th Floor New York, New York 10013 Attention: Tanya Jimenez Re: Garden Lofts Apartments Citi Deal ID No. 24974 FIRST AMENDMENT TO SUBORDINATION AND INTERCREDITOR AGREEMENT (SLC Corporation) THIS FIRST AMENDMENT TO SUBORDINATION AND INTERCREDITOR AGREEMENT (this “Amendment”) dated as of the ____ day of January, 2021, is made by and between SALT LAKE CITY CORPORATION, a municipal corporation of the State of Utah (“Junior Lender”), and CITIBANK, N.A., a national banking association (“Senior Lender”) and acknowledged by GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership (“Borrower”). R E C I T A L S A. Junior Lender, Senior Lender and Borrower entered into that certain Subordination and Intercreditor Agreement dated as of December 19, 2017, recorded with the Salt Lake County Recorder’s Office (the “Recorder’s Office”) as Entry No. 12684036, in Book 10631, Page 9114, relating to (1) a tax exempt loan made to Borrower in the aggregate maximum principal amount of $27,300,000, and (2) a certain junior loan made to Borrower by Junior Lender in the original principal amount of $1,000,000 (the “Junior Loan”) (as the same may be further amended from time to time, the “Original Agreement”); B. Junior Lender, Senior Lender and Borrower have agreed to amend the Original Agreement with respect to certain definitions pertaining to the Senior Loan thereunder to include a new taxable loan from Senior Lender to Borrower in the original principal amount of [$1,200,000], evidenced by the following: a certain Multifamily Permanent Note dated the date hereof in the amount of the Taxable Senior Loan made by Borrower to the order of Senior Lender, secured by a certain Subordinate Multifamily Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing dated as of January 1, 2021, granted by Borrower for the benefit of Senior Lender and to be recorded with the Recorder’s Office, and a certain Loan Covenant Agreement dated as of January 1, 2021, by and between Borrower and Senior Lender, and such other documents, agreements and instruments executed in connection therewith; and C. Capitalized terms used but not defined in this Amendment shall have the meanings given them in the Original Agreement, NOW THEREFORE, for TEN DOLLARS ($10.00) and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, Junior Lender, Senior Lender, and Borrower (collectively, the “Parties”) hereby agree as follows: First Amendment to Subordination and Intercreditor Agreement (SLC Corp) – Garden Lofts Apartments Page 2 1. The following new definitions are added to Section 1 of the Original Agreement: ““Senior Loan” means the Senior Loan, as defined in Recital A, together with that certain taxable loan from Senior Lender to Borrower in the original principal amount of [$1,200,000]. ““Senior Loan Agreement” means, collectively, the Borrower Loan Agreement, as defined in Recital B; the Construction Funding Agreement as defined in Recital D; and that certain Loan Covenant Agreement dated as of January 1, 2021, by and between Borrower and Senior Lender. ““Senior Note” means the Note, as defined in Recital B, together with that certain taxable Multifamily Permanent Note dated January [___], 2021, in the original principal amount of [$1,200,000] made by Borrower to the order of Senior Lender. ““Senior Security Instrument” means the Senior Security Instrument, as defined in Recital C, together with that certain Subordinate Multifamily Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing dated as of January 1, 2021, granted by Borrower for the benefit of Senior Lender and to be recorded with the Salt Lake County Recorder’s Office.” 2. In all other respects, the terms, provisions, and conditions of the Original Agreement, as hereby amended or modified, are hereby ratified and confirmed and shall remain in full force and effect. 3. This Amendment may be executed in any one or more counterparts and all so executed shall constitute one and the same instrument, binding on all parties, even though all parties are not signatory to the same document. [REMAINDER OF PAGE INTENTIONALLY LEFT BLANK] First Amendment to Subordination and Intercreditor Agreement (SLC Corp) – Garden Lofts Apartments Page S-1 IN WITNESS WHEREOF, the undersigned have caused this Amendment to be signed and delivered under seal by their respective duly authorized representatives as of the date set forth above. The undersigned intend that this Amendment shall be deemed signed and delivered as a sealed instrument. JUNIOR LENDER: SALT LAKE CITY CORPORATION, a Utah municipal corporation By: _________________________________________ Name: Erin Mendenhall Title: Mayor Approved as to Form Salt Lake City Attorney’s Office By: ________________________________ Name: _______________________________ Title: Senior City Attorney ATTEST: ______________________________________ ________________, Salt Lake City Recorder STATE OF UTAH COUNTY OF SALT LAKE On January __, 2021, before me, _______________________, personally appeared Erin Mendenhall who, personally known to me or proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her authorized capacity, and that by his/her signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. Signature _______________________________ of Notary Public First Amendment to Subordination and Intercreditor Agreement (SLC Corp) – Garden Lofts Apartments Page S-2 SENIOR LENDER: CITIBANK, N.A., a national banking association By: _____________________________ Name: Kathy Millhouse Title: Vice President Citi Deal ID No. 24974 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF CALIFORNIA COUNTY OF On __________________ before me, _______________________ (here insert name and title of the officer), personally appeared Kathy Millhouse who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature _______________________________ (Seal) First Amendment to Subordination and Intercreditor Agreement (SLC Corp) – Garden Lofts Apartments Page S-3 ACKNOWLEDGED AND AGREED AS OF THE DATE FIRST SET FORTH ABOVE: BORROWER: GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership By: Garden Lofts GP, LLC, a Utah limited liability company By: ______________________________ Name: Jeffrey S. Nielson Title: Manager STATE OF UTAH COUNTY OF SALT LAKE On January __, 2021, before me, _______________________, personally appeared Jeffrey S. Nielson who, personally known to me or proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her authorized capacity, and that by his/her signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. Signature _______________________________ of Notary Public Exhibit 4 Recorded Subordination Agreement WHEN RECORDED MAIL TO: Citibank, N.A. Transaction Management Group/Post Closing 390 Greenwich Street, 2nd Floor New York, New York 10013 Attention: Tanya Jimenez Re: Garden Lofts Apartments Deal No. 24974 RECORDED DEC 1 4 2017 CITY RECORDER SUBORDINATION AND INTERCREDITOR AGREEMENT l 7267 l l 4-v4 (SLC Corporation) PRO PrRTY OF SALT LAl<E CITY Rl:CC) <DE R'S OFFICE P.O . BOX l '.lS5 l 5 SALT LAl<E C ITY, UTAH 84 114 -55 1 5 SUBORDINATION AND INTERCREDITOR AGREEMENT (SLC Corporation) THIS SUBORDINATION AND INTERCREDITOR AGREEMENT (this "Agreement") dated as of December_, 2017, is made by and between SALT LAKE CITY CORPORATION, a municipal corporation of the State of Utah ("Junior Lender") and CITIBANK, N.A., a national banking association ("Senior Lender"), and acknowledged by GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership ("Borrower"). The date of this Agreement as set forth above is for reference purposes only, and this Agreement will not be effective and binding until the Closing Date (as defined in the Borrower Loan Agreement). RECITALS: A. Borrower has applied to the Utah Housing Corporation, an independent body politic and corporate constituting a public corporation, organized and existing under the laws of the State of Utah ("Governmental Lender"), for a loan (the "S enior Loan") for the acquisition, construction, development, equipping and/or operation of a 272-unit multifamily residential project located in the City and County of Salt Lake, Utah, known or to be known as Garden Lofts Apartments (the "Mortgaged Property"). B. The Senior Loan is evidenced by (i) that certain Multifamily Note, dated as of the Closing Date, in the maximum principal amount of [$26,330,000] made by Borrower payable to the order of Governmental Lender (the "Note"), and (iii) that certain Borrower Loan Agreement, dated as of December 1, 2017, by and between Borrower and Governmental Lender (the "Borrower Loan Agreement"). C. The Senior Loan is secured by, among other things, that certain Multifamily Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing, dated as of December 1, 2017, executed by Borrower for the benefit of Governmental Lender ( as the same may from time to time be extended, consolidated, substituted for, modified, increased, amended and supplemented, the "Senior Security Instrument"), recorded in the office of the Salt Lake County Recorder as Entry No. __ in Book __ , at Pages ___ , which Senior Security Instrument encumbers the Mortgaged Property. D. Borrower has requested that Senior Lender enter into that certain Funding Loan Agreement (the "Funding Loan Agreement"), dated as of December I , 2017, by and among Governmental Lender, U.S. Bank National Association, a national banking association organized and existing under the laws of the United States of America, as fi scal agent, and Senior Lender, pursuant to which Funding Lender will make a loan to Governmental Lender (the "Funding Loan"), the proceeds of which will be used to make the Senior Loan to Borrower pursuant to the Borrower Loan Agreement. The Senior Loan will be advanced to Borrower pursuant to that certain Construction Funding Agreement, dated as of December 1, 2017, by and between Borrower and Senior Lender (the "Construction Funding Agreement"). E. The Note, the Senior Security Instrument, the Borrower Loan Agreement, the Funding Loan Documents (as defined in the Funding Loan Agreement) and all other Senior Loan Subo rd ination and lntercredito r Agreement (SLC Corporation) PROPERTY OF SALT LAl<E CITY RECORDER 'S OFF ICE P.O . BOX 145515 SALT LAKE CITY, UTAH 84 114-5515 Lofts Apartments Documents (as hereinafter defined) have each been assigned by Governmental Lender to Senior Lender to secure the Funding Loan. F. Junior Lender is making a loan (the "Junior Loan") to Borrower in the original principal amount of $1,000,000 under its Housing Trust Fund Program, which Junior Loan is evidenced by a certain Promissory Note, dated as of the date hereof, made by Borrower to Junior Lender (the "Junior Note") and secured by, the Junior Security Instrument (as hereinafter defined) encumbering the Property, and will be advanced to Borrower pursuant to that certain Loan Agreement (the "Junior Loan Agreement") dated as of the date hereof between Borrower and Junior Lender. G. As a condition to the making of the Senior Loan, Senior Lender requires that Junior Lender execute and deliver this Agreement prior to the making of the Junior Loan and the granting of the Junior Security Instrument by Borrower. NOW, THEREFORE, for Ten Dollars ($10.00) and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, and to induce the making of the Senior Loan and to induce Senior Lender to consent to the Junior Loan and the Junior Security Instrument, Junior Lender hereby agrees as follows: 1. Definitions. Capitalized terms used but not defined in this Agreement shall have the meanings ascribed thereto in the Senior Security Instrument. As used in this Agreement, the terms set forth below shall have the respective meanings indicated: "Bankruptcy Proceeding" means any bankruptcy, reorganization, insolvency, composition, restructuring, dissolution, liquidation, receivership , assignment for the benefit of creditors, or custodianship action or proceeding under any federal or state law with respect to Borrower, any guarantor of any of the Senior Indebtedness, any of their respective properties, or any of their respective partners, members, officers, directors, or shareholders. "Casualty" means the occurrence of damage to or loss of any of the Property by fire or other casualty. "Condemnation" means any proposed or actual condemnation or other taking, or conveyance in lieu thereof, of all or any part of the Property, whether direct or indirect. "Enforcement Action" means any exercise of any of Junior Lender's remedies under the Junior Security Instrument or any of the other Junior Loan Documents, including, without limitation, any of the following: (i) the acceleration of all or any part of the Junior Indebtedness, (ii) the commencement of any judicial or non-judicial action of proceeding to enforce any obligation of Borrower under any of the Junior Loan Documents, collect any monies payable to Borrower or have a receiver appointed to collect any monies payable to Borrower, or foreclose the lien(s) created by the Junior Security Instrument, (iii) the filing or joining in the filing of any involuntary Bankruptcy Proceeding against Borrower or any person or entity which owns a direct or indirect interest in Borrower, (iv) the advertising of or commencement of any foreclosure or trustee's sale proceedings, (v) the exercise of any power of sale, (vi) the acceptance of a deed or assignment in lieu of foreclosure or sale, (vii) the collecting of Rents , (viii) the obtaining of or seeking of the appointment of a receiver, (ix) the seeking of default PROPERTY OF SALT LAKE CITY RECORDER'S OFFICE Subordination and lntercredi tor Agreement (S LC Corporation ) 2 P.O . BOX 145515 Garden Lofts Apartments SALT LAKE CITY, UTAH 84114-5515 interest, (x) the taking of possession or control of any of the Property, (xi) the commencement of any suit or other legal, administrative, or arbitration proceeding base d upon the Juni or Note or any other of the Junior Loan Documents, (xii) the exercising of any banker's lien or rights of set- off or recoupme nt, or (xiii) the taking of any other enforcement action against Borrower, any other party liable for any of the Junior Indebtedness or obligated under any of the Junior Loan Documents, or the Property. "Enforcement Action Notice" means a written notice from Junior Lender to Senior Lender, given following a Junior Loan Default and the expiration of any notice or cure periods provided for such Junior Loan Default in the Junior Loan Documents, setting forth in reasonable detail the Enforcement Action proposed to be taken by Junior Lender. "Junior In debtedness" means all indebtedness of any kind at any time evidenced or secured by, or arising under, the Junior Loan Documents, whether incurred, arising or accruing before or after the filing of any Bankruptcy Proceeding. "Junior Loan Defaulf' means any act, failure to act, event, condition, or occurrence which constitutes, or which with the giving of notice or the passage of time, or b oth, would constitute, an "Event of Default" as defined in the Junior Security Instrument. "Junior Loan Documents" means, collectively, the Junior Note, the Junior Security Instrument, the Junior Loan Agreement and all other documents evidencing, securing or delivered in connection with the Junior Loan, all of which are listed on Exhibit B attached hereto , together with such modifications, amendments and supplements thereto as are approved in writing by Senior Lender prior to their execution. "Junior Security Instrum ent" means that certain Trust Deed with Assignment of Rents, dated as of the date hereof, made by Borrower for the benefit of Junior Lender, as the same may from time to time be extended, consolidated, substituted for, modified, amended or supplemented upon receipt of the consent of Senior Lender. "Loss Proceeds" means all monies received or to be received under any insurance p olicy, from any condemning authority, or from any other source, as a result of any Condemnation or Casualty. "Property" means (i) the land and improvements known or to be known as Garden Lofts Apartments and located in the City and County of Salt Lake, State of Utah, which Property is more particularly described on Exhibit A attached hereto, and (ii) all furniture, fixtures and equipment located at such apartments and other property, accounts, depo sit s and rights and interests of Borrower encumbered by the Senior Security Instrument and/or the other Senior Loan Documents. "Sen ior Indebtedness" means all indebtedness of any kind at any time evidenced or secured by, or arising under, the Senior Loan Documents, whether incurred, arising or accruing before or after the filing of any Bankruptcy Proceeding. "Senior Loan Do cuments" means, collectively, the Senior Security Instrument, the Senior Note, the Senior Loan Agreement and all of the oth~r:. documents , instruments and agreements now or hereafter evidencing, securing or otherwise 11JJ8{eg:ih 9crJt~HibB,~th the Senior Loan, 11 l fhCORDER'S OFF ICE P.O. BOX 1 45515 Subordination and lntercreditor Agree ment (S LC Corporatio n) 3 SALT LAKE CITY, UTAH 841 bli\-a~5.Jt§ Apartments as the same may from time to time be extended, consolidated, substituted for , modified, increased, amended and supplemented in accordance with the provisions of this Agreement. "Senior Loan Default" means any act, failure to act, event , condition, or occurrence which constitutes an "Event of Default" as defined in the Senior Security Instrument. 2. Junior Loan and Junior Loan Documents are Subordinate; Acts by Senior Lender do not Affect Subordination. (a) Junior Lender hereby covenants and agrees on behalf of itself and its successors and permitted assigns that the Junior Indebtedness is and shall at all times continue to be, subordinate, subject and inferior (in payment and priority) to the prior payment in full of the Senior Indebtedness, and that the liens, rights, payment interests, priority interests and security interests granted to Junior Lender in connection with the Junior Loan and under the Junior Loan Documents are, and are hereby expressly acknowledged to be in all respects and at all times , subject, subordinate and inferior in all respects to the liens, rights, payment , priority and security interests granted to Senior Lender under the Senior Loan and the Senior Loan Documents and the terms, covenants, conditions, operations and effects thereof. (b) Except as expressly set forth herein, repayment of the Junior Indebtedness, is and shall be postponed and subordinated to repayment in full of the Senior Loan. Prior to a Senior Loan Default (regardless of whether such Senior Loan Default occurs prior to or during the pendency of a Bankruptcy Proceeding), Junior Lender shall be entitled to receive and retain payments made pursuant to and in accordance with the terms of the Junior Loan Documents; provided, however, that no such payment is made more than ten (10) days in advance of the due date thereof. Junior Lender agrees that from and after such time as it has received from either Senior Lender or Borrower written notice that a Senior Loan Default then exists (which has not been expressly waived in writing by Senior Lender), Junior Lender shall not receive or accept any payments under the Junior Loan. If (i) Junior Lender receives any payment, property, or asset of any kind or in any form on account of the Junior Indebtedness (including, without limitation, any proceeds from any Enforcement Action) after a Senior Loan Default of which Junior Lender has been given notice of, or (ii) Junior Lender receives, voluntarily or in voluntarily, by operation of law or otherwise, any payment, property, or asset in or in connection with any Bankruptcy Proceeding, such payment, property, or asset will be received and held in trust for Senior Lender. Junior Lender will promptly remit, in kind and properly endorsed as necessary, all such payments, properties, and assets to Senior Lender. Senior Lender shall apply any payment, asset, or property so received from Junior Lender to the Senior Indebtedness in such order, amount (with respect to any asset or property other than immediately available funds), and manner as Senior Lender shall determine in its sole and absolute discretion. (c) Without limiting the complete subordination of the Junior Indebtedness to the payment in full of the Senior Indebtedness, in any Bankruptcy Proceeding, upon any payment or distribution (whether in cash, property, securities, or otherwise) to creditors (i) the Senior Indebtedness shall first be paid in full in cash before Junior Lender shall be S ubordination a nd lntercredi tor Agreement (SLC Corporati on) PROPERTY OF SALT LAl<E 4 C ITY RECORDER'S OFFICE Ga rden Lo ft s Apartments P.O BOX 145515 SALT LAKE C ITY, UTAH 84114~55 15 entitled to receive any payment or other distribution on account of or in respect of the Junior Indebtedness, and (ii) until all of the Senior Indebtedness is paid in full in cas h , any payment or distribution to which Junior Lender would be entitled but for this Agreement (whether in cash, property, or other assets) shall be made to Senior Lender. (d) The subordination of the Junior Indebtedness shall continue in the event that any payment under the Senior Loan Documents (whether by or on behalf of Borrower, as proceeds of security or enforcement of any right of set-off or otherwise) is for any reason repaid or returned to Borrower or its insolvent estate, or avoided, set aside or required to be paid to Borrower, a trustee, receiver or other similar party under any bankruptcy, insolvency, receivership or similar law. In such event, the Senior Indebtedness or part thereof originally intended to be satisfied shall be deemed to be reinstated and outstanding to the extent of any repayment, return, or other action, as if such payment on account of the Senior Indebtedness had not been made. (e) The subordination of the Junior Loan Documents and of the Junior Indebtedness shall apply and continue notwithstanding (i) the actual date and time of execution, delivery, recording, filing or perfection of the Senior Security Instrument and other Senior Loan Documents and of the Junior Security Instrument and other Junior Loan Documents, and (ii) the availability of any collateral to Senior Lender, including the availability of any collateral other than the Property. (f) By reason of, and without in any way limiting, the full subordination of the Junior Indebtedness and the Junior Loan Documents provided for in this Agreement, all rights and claims of Junior Lender under the Junior Security Instrument or under the Junior Loan Documents in or to the Property or any portion thereof, the proceeds thereof, the Leases thereof, the Rents, issues and profits therefrom, and the Loss Proceeds payable with respect thereto, are expressly subject and subordinate in all respects to the rights and claims of Senior Lender under the Senior Loan Documents in and to the Property or any portion thereof, the proceeds thereof, the Leases thereof, the Rents , issues and profits therefrom, and the Loss Proceeds payable with respect thereto. (g) If Junior Lender, by indemnification, subrogation or otherwise, shall acquire any lien, estate, right or other interest in any of the Property (unless such interest is otherwise excluded from this Agreement as agreed to in writing by Senior Lender), that lien, estate, right or other interest shall be fully subject and subordinate to the receipt by Senior Lender of payment in full of the Senior Indebtedness, and to the Senior Loan Documents, to the same extent as the Junior Indebtedness and the Junior Loan Documents are subordinate pursuant to this Agreement. Junior Lender hereby acknowledges and agrees that Senior Lender may, without the consent or approval of Junior Lender, agree with Borrower to extend, consolidate, modify, increase or amend any or all the Senior Loan D ocuments and otherwise act or fail to act with respect to any matter set forth in any Senior Loan Document (including, without limitation, the exercise of any rights or remedies, waiver, forbearance or delay in enforcing any rights or remedies, the declaration of acceleration, the declaration of defaults or events of default, the release, in whole or in part, of any collateral or other Subordin ation and lnterc redi to r Agreement (SLC Corporation) 5 PROPERTY OF SALT LAl~E CITY RECORDER'S OFF ICE X 145515 Garden Lofts Apartments ~~L/L~l(E C ITY, UTAH 841 14-5515 property, and any consent, approval or waiver), and all such extensions, consolidations, modifications, amendments acts and omissions shall not release, impair or otherwise affect Junior Lender's obligations and agreements hereunder. Notwithstanding the foregoing or any contrary provision of this Agreement, except as otherwise currently set forth in the Senior Loan Documents, Senior Lender agrees that it will not, without Junior Lender's prior written consent in each instance: (i) change the term of the Senior Loan and/or the maturity date of the Senior Indebtedness, (ii) increase the principal amount of the Senior Note or the Senior Indebtedness other than increases pursuant to protective advances made by Senior Lender, or (iii) increase the interest rate payable under the Senior Note or the Senior Loan Documents. 3. Junior Lender Agreements. (a) Without the prior written consent of Senior Lender in each instance, Junior Lender shall not (i) amend, modify, waive, extend, renew or replace any provision of any of the Junior Loan Documents in any material manner, or (ii) pledge, assign, transfer, convey, or sell any interest in the Junior Indebtedness or any of the Junior Loan Documents; or (iii) accept any payment on account of the Junior Indebtedness other than a regularly scheduled payment of interest or principal and interest made not earlier than ten (10) days prior to the due date thereof; or (iv) take any action which has the effect of increasing the Junior Indebtedness; or (v) appear in, defend or bring any action in connection with the Property; or (vi) take any action concerning environmental matters affecting the Property. Regardless of any contrary provision in the Junior Loan Documents, Junior Lender shall not collect payments for the purpose of escrowing for any cost or expense related to the Property or for any portion of the Junior Indebtedness. (b) Junior Lender hereby agrees that Senior Lender may, at its option (but without any obligation to do so), at any time (including during the pendency of a Bankruptcy Proceeding), purchase the Junior Loan at par (and without liability for any prepayment premiums or liquidated damages set forth in the Junior Loan Documents). Such transfer and assignment of the Junior Loan shall be without representation or recourse, except that Junior Le nder shall represent that it is the sole holder of the Junior Loan, that it has authority to assign and convey the Junior Loan Documents, that, to the best of its knowledge, there are no defaults or breaches under the Junior Loan Documents, and as to the total amount then outstanding under the Junior Loan .. Junior Lender shall give Senior Lender a concurrent copy of each notice of a Junior Loan Default, Enforcement Action Notice or other material notice given by Junior Lender under the Junior Loan Documents. Notwithstanding any contrary provision in the Junior Loan Documents, Senior Lender shall have the right, but shall not have any obligation, to cure any Junior Loan Default until ninety (90) days following Senior Lender's receipt of an Enforcement Action Notice gi ven by Junior Lender as a consequence of the Junior Loan Default. Senior Lender shall not be subrogated to the rights of Junior Lender under the Junior Loan Documents by reason of Senior Lender hav ing cured any Junior Loan Default. However, Junior Lender acknowledges that all amounts advanced or expended by Senior Lender to cure a Junior Loan Default shall be added to and become a part of the Senior Indebtedness pursuant to the terms of the Senior Security Ins trument. Subordina tion and In tercreditor Agreement (SLC Corp ora tion) 6 PPOPERTY OF SALT LAl<E CITY RECORDER 'S OFF ICE P.O. BOX 145515 Garden Lofts A_partments SALT LAKE CITY, UTAH 84 1 14-55 I 5 (c) In the event and to the extent that each of Senior Lender and Junior Lender have under their respective loan documents certain approval or consent rights over the same subject matters (regardless of whether the obligations or rights are identical or substantially identical), Junior Lender shall have no right to object to any such action or approval taken by Senior Lender and shall consent thereto and be bound thereby. Without limiting the generality of the foregoing, Senior Lender shall have all approval, consent and oversight rights in connection with any insurance claims relating to the Property, any decisions regarding the use of insurance proceeds after a casualty loss or condemnation awards, the hiring or firing of property managers, or otherwise related in any way to the Property, and Junior Lender shall have no right to object to any such action or approval taken by Senior Lender and shall consent thereto and be bound thereby. ( d) Junior Lender agrees that in any action commenced to enforce the obligation of Borrower to pay any portion of the Junior Indebtedness, the judgment shall not be enforceable personally against Borrower or Borrower's assets, and the recourse of Junior Lender for the collection of the Junior Indebtedness shall be limited to actions against the Property and the rents, profits , issues, products, and income from the Property. (e) Junior Lender shall not commence or JOm with any other creditor in commencing any Bankruptcy Proceeding involving Borrower, and Junior Lender shall not initiate and shall not be a party to any action, motion or request, in a Bankruptcy Proceeding involving any other person or entity, which seeks the consolidation of some or all of the assets of Borrower into such Bankruptcy Proceeding. In the event of any Bankruptcy Proceeding relating to Borrower or the Property or, in the event of any Bankruptcy Proceeding relating to any other person or entity into which (notwithstanding the covenant in the first sentence of this clause) the assets or interests of Borrower are consolidated, then in either event, the Senior Loan shall first be paid in full before Junior Lender shall be entitled to receive and retain any payment or distribution in respect to the Junior Loan. Junior Lender agrees that (i) Senior Lender shall receive all payments and distributions of every kind or character in respect of the Junior Loan to which Junior Lender would otherwise be entitled, but for the subordination provisions of this Agreement (including without limitation , any payments or distributions during the pendency of a Bankruptcy Proceeding involving Borrower or the Property), and (ii) the subordination of the Junior Loan and the Junior Loan Documents shall not be affected in any way by Senior Lender electing, under Section 111 l(b) of the federal bankruptcy code, to have its claim treated as being a fully secured claim. In addition , Junior Lender hereby covenants and agrees that, in connection with a Bankruptcy Proceeding inv olving Borrower, neither Junior Lender nor any of its affiliates shall (i) make or participate in a loan facility to or for the benefit of Borrower on a basis that is senior to or pari passu with the liens and interests held by Senior Lender pursuant to the Senior Loan Documents, (ii) not vote affirmatively in favor of any plan of reorganization or liquidation unless Senior Lender has also voted affirmatively in favor of such plan, and (iii) not contest the continued accrual of interest on the Senior Indebtedness, in accordance with and at the rates specified in the Senior Loan Documents, both for periods before and for periods after the commencement of such Bankruptcy Proceedings. Junior Lender shall execute and deliver to Senior Lender powers of attorney, assignments or other instruments as may PROPERTY OF SALT LAl<E CITY RECORDER'S OFFICE Subordination and In tercreditor Ag reement (S LC Corporation) 7 P.O. BOX 1 45515 Garden Lofts ,}Partments SALT LAl<E CITY, UTAH 841 14-5015 be requested by Senior Lender in order to enable it to exercise the above-described authority or powers with respect to any or all of the Junior Loan Documents, and to collect and receive any and all payments or distributions which may be payable or deliverable at any time upon or with respect to any of the Junior Loan Documents to Junior Lender. (f) Junior Lender covenants and agrees that the effectiveness of this Agreement and the rights of Senior Lender hereunder shall be in no way impaired, affected, diminished or released by any renewal or extension of the time of payment of the Senior Loan, by any delay, forbearance, failure, neglect or refusal of Senior Lender in enforcing payment thereof or in enforcing the lien of or attempting to realize upon the Senior Loan Documents or any other security which may have been given or may hereafter be given for the Senior Loan, by any waiver or failure to exercise any right or remedy under the Senior Loan Documents, or by any other act or failure to act by Senior Lender. Junior Lender acknowledges that Senior Lender, at its sole option, may release all or any portion of the Property from the lien of the Senior Security Instrument, and may release or waive any guaranty, surety or indemnity providing additional collateral to Senior Lender, and Junior Lender hereby waives any legal or equitable right in respect of marshaling it might have, in connection with any release of all or any portion of the Property by Senior Lender, to require the separate sales of any portion of the Property or to require Senior Lender to exhaust its remedies against any portion of the Property or any other collateral before proceeding against any other portion of the Property or other collateral (including guarantees) for the Senior Loan. Senior Lender may pursue all rights and remedies available to it under the Senior Loan Documents, at law, or in equity, regardless of any Enforcement Action Notice or Enforcement Action by Junior Lender. Except as otherwise provided herein, at any time or from time to time and any number of times, without notice to Junior Lender and without affecting the liability of Junior Lender, (a) the time for payment of the Senior Indebtedness may be extended or the Senior Indebtedness may be renewed in whole or in part; (b) the time for Borrower's performance of or compliance with any covenant or agreement contained in the Senior Loan Documents, whether presently existing or hereinafter entered into , may be extended or such performance or compliance may be waived; (c) the maturity of the Senior Indebtedness may be accelerated as provided in the Senior Loan Documents; (d) any Senior Loan Document may be extended, consolidated, modified or amended b y Senior Lender and Borrower in any respect, including, but not limited to, an increase in the principal amount; and (e) any security for the Senior Indebtedness may be modified, exchanged, surrendered or otherwise dealt with or additional security may be pledged or mortgaged for the Senior Indebtedness. If, after the occurrence of a Senior Loan Default, Senior Lender acquires title to any of the Property pursuant to a mortgage foreclosure conducted in accordance with applicable law, the lien, operation, and effect of the Junior Security Instrument and other Junior Loan Documents automatically shall terminate with respect to such Property upon Senior Lender's acquisition of title. (g) Junior Lender acknowledges that it entered into the transactions contemplated by the Junior Loan Documents and made the Junior Loan to Borrower without reliance upon any information or advice from Senior Le nder. Junior Lender made its own underwriting analysis in connecp ~, ~t~,l~FJBµJ;g fl ~@,<l,11, its own credit C ITY RECORDEl~'S OFF ICE P.O. BOX 1455 15 S ub ordinatio n and lntercreditor Agreement (SLC Corporation) 8 SALT LAl<E C ITY, UTAH 8 da1ct"h4 bfft5 Ap~rtments review of Borrower, and investigated all matters pertinent, in Junior Lender's judgment, to its determination to make the Junior Loan to Borrower. Junior Lender acknowledges that it is a sophisticated, experienced commercial lender, and was represented by competent counsel in connection with this Agreement. (h) Junior Lender hereby represents and warrants that, as of the date hereof, the entire proceeds of the Junior Loan have been disbursed to Borrower. Junior Lender hereby further represents and warrants that: (i) Junior Lender is now the owner and holder of the Junior Loan Documents; (ii) the Juni.or Loan Documents are now in full force and effect; (iii) the Junior Loan Documents have not been modified or amended; (iv) no default or event which, with the passing of time or giving of notice would constitute a default, under the Junior Loan Documents has occurred; (v) the current outstanding principal balance of the Junior Indebtedness is $1,000,000; (vi) no scheduled monthly payments under the Junior Loan Documents have been or will be prepaid except with the prior written consent of Senior Lender; (vii) none of the rights of Junior Lender under any of the Junior Loan Documents are subject to the rights of any third parties, by way of subrogation, indemnification or otherwise; and (viii) there are no other Junior Loan Documents other than those listed on Exhibit B hereto. Borrower further represents and warrants that it has provided to Senior Lender a true, complete, and correct copy of all the Junior Loan Documents. 4. Standstill Agreement; Right to Cure Senior Loan Default. (a) Until such time as any of the Senior Indebtedness has been repaid in full and the Senior Security Instrument has been released and discharged, Junior Lender shall not without the prior written consent of Senior Lender, which may be withheld in Senior Lender's sole and absolute discretion, take any Enforcement Action, including, without limitation, (i) accelerate the Junior Loan, (ii) exercise any of Junior Lender's remedies under the Junior Security Instrument or any of the other Junior Loan Documents (including, without limitation, the commencement of any judicial or non-judicial action of proceeding (a) to enforce any obligation of Borrower under any of the Junior Loan Documents, (b) to collect any monies payable to Borrower, (c) to have a receiver appointed to collect any monies payable to Borrower; or (d) to foreclose the lien(s) created by the Junior Security Instrument) or (iii) file or join in the filing of any involuntary Bankruptcy Proceeding against Borrower or any person or entity which owns a direct or indirect interest in Borrower; provided, however, that such limitation on the remedies of Junior Lender shall not derogate or otherwise limit Junior Lender's rights, following an event of default under the Junior Loan Documents to (a) compute interest on all amounts due and payable under the Junior Loan at the default rate described in the Junior Loan Documents, (b) compute prepayment premiums and late charges, and (c) enforce against any person , other than Borrower and any guarantors or indemnitors under the Senior Loan Documents, any guaranty of the obligations of Borrower under the Junior Loan. (b) Senior Lender shall, simultaneously with the sending of any notice of a Senior Loan Default to Borrower, send to Junior Lender a copy of said notice under the Senior Loan Documents; prov ided, however, failure to do so s hall not affect the validity PROPERTY OF SALT LAl<c CITY RECORDER'S OFflCE Subordination a nd lntercreditor Ag reeme nt (S LC Corp oration) 9 P.O . BOX 145515 Garde n Lofts Af a rtments SALT LAKE CITY, UTAH 84114 -55 5 of such notice or any obligation of Borrower to Senior Lender and shall not affect the relative priorities between the Senior Loan and the Junior Loan as set forth herein. Borrower covenants and agrees to forward to Junior Lender, within three (3) business days of Borrower's receipt thereof, a copy of any notice of a Senior Loan Default Borrower receives from Senior Lender. (c) Junior Lender shall have the right, but shall have no obligation, to cure any Senior Loan Default; provided, if Junior Lender shall elect to cure any such Default, it shall so notify Senior Lender and shall commence and complete such curing within any applicable notice or grace period, if any, as Borrower is permitted by the terms of the Senior Loan Documents to cure such Senior Loan Default. Junior Lender shall not be subrogated to the rights of Senior Lender under the Senior Loan Documents by reason of Junior Lender having cured any Senior Loan Default. However, Senior Lender acknowledges that, to the extent so provided in the Junior Loan Documents, amounts advanced or expended by Junior Lender to cure a Senior Loan Default may be added to and become a part of the Junior Indebtedness. (d) Junior Lender agrees that, notwithstanding any contrary prov1s10n contained in the Junior Loan Documents, a Senior Loan Default shall not constitute a default under the Junior Loan Documents if no other default occurred under the Junior Loan Documents. (e) Junior Lender acknowledges that any conveyance or other transfer of title to the Property pursuant to a foreclosure of the Junior Security Instrument (including a conveyance or other transfer of title pursuant to the exercise of a power of sale contained in the Junior Security Instrument), or any deed or assignment in lieu of foreclosure or similar arrangement, shall be subject to the transfer provisions of the Senior Loan Documents; and the person (including Junior Lender) who acquires title to the Property pursuant to the foreclosure proceeding ( or pursuant to the exercise of a power of sale contained in the Junior Security Instrument) shall not be deemed to be automatically approved by Senior Lender. 5. Insurance. Junior Lender agrees that all original policies of insurance required pursuant to the Senior Security Instrument shall be held by Senior Lender. The preceding sentence shall not preclude Junior Lender from requiring that it be named as a loss payee, as its interest may appear, under all policies of property damage insurance maintained by Borrower with respect to the Property or that it be named as an additional insured under all policies of liability insurance maintained by Borrower with respect to the Property. Nothing in this paragraph shall affect the priority of payment of the proceeds of property damage insurance under the Senior Security Instrument. 6. Default. Junior Lender and Borrower acknowledge and agree that a default by either such party under this Agreement shall, at the sole option of Senior Lender, constitute a default under the Senior Loan Documents. Each party hereto acknowledges that in the event any party fails to comply with its obligations hereunder, the other parties shall have all rights available at law and in equity, including the right to obtain specific performance of the obligations of such defaulting party and injunctive relief. No failure or delay on the part of any Sub ordination and lnte rc reditor Agreement (S LC Corporation) 10 PROPERTY OF SALT LAl<E CITY RECORDER'S OFFICE P.O. BOX 1 45515 Garde n Lofts Apartments SALT LAl<E CITY, UTAH 84114-5515 party hereto in exercising any right, power or remedy hereunder shall operate as a waiver thereof, nor shall any single or partial exercise of any such right, power or remedy preclude any other or further exercise thereof or the exercise of any other right, power or remedy hereunder. 7. Enforcement Costs. Borrower agrees to reimburse Senior Lender for any and all costs and expenses (including reasonable attorneys' fees) incurred by Senior Lender in connection with enforcing its rights against Junior Lender under this Agreement. 8. Notices. Any notice which any party hereto may be required or may desire to give hereunder shall be deemed to have been given and shall be effective only if it is in writing and (i) delivered personally, (ii) mailed, postage prepaid, by United State registered or certified mail , return receipts requested, (iii) delivered by overnight express courier or (iv) sent by telecopier, in each instance addressed as follows: To Junior Lender: If to Senior Lender: With a copy to: Prior to the Conversion Date, with a copy to: City of Salt Lake PO Box 145488 451 South State Street, Room 406 Salt Lake City, Utah 84114 Attention: Housing & Neighborhood Development Facsimile: (801) 535-6131 Citibank, N .A . 388 Greenwich Street, 8th Floor New York, New York 10013 Attention: Transaction Management Group Re: Garden Lofts Apartments Deal No. 24974 Facsimile: (212) 723-8209 Citibank, N.A. 325 East Hillcrest Drive, Suite 160 Thousand Oaks , California 91360 Attention: Operations Manager/ Asset Manager Re: Garden Lofts Apartments Deal No. 24974 Facsimile: (805) 557-0924 Citibank, N.A. 388 Greenwich Street, 8th Floor New York, New York 10013 Attention: Account Specialist Re: Garden Lofts Apartments Deal No. 24974 Facsimile: (212) 723-8209 Following the Conversion Citibank N .A. Date, with a copy to: c/o Berkadia Commercial Servicing Department 323 Norristown Road, Suite 300 Ambler, Pennsylvania 19002 PROPERTY OF SALT LA!<E CITY RECORDER'S OFFICE Subordination and lnterc redito r Ag reement (S LC Corporati on) 11 P.O . BOX l 455 l 5 Gar d v.n Lofts J).pa rtmen ts SALT LAl<E CITY, UTAH tl4 1 14 -o..> 1 -i Attention: Client Relations Manager Re: Garden Lofts Apartments Deal No . 24974 Facsimile: (215) 328 -0305 And a copy of any notices Citibank, N.A. of default sent to: 388 Greenwich Street New York, New York 10013 Attention: General Counsel 's Office Re: Garden Lofts Apartments Deal No . 24974 Facsimile: (646) 291-5754 or at such other addresses or to the attention of such other persons as may from time to time be designated by the party to be addressed by written notice to the other in the manner herein provided. Notices, demands and requests given in the manner aforesaid shall be deemed sufficiently served or given for all purposes hereunder when received or when delivery is refused or when the same are returned to sender for failure to be called for. 9. WAIVER OF TRIAL BY JURY. TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW, EACH OF THE PARTIES HERETO (A) COVENANTS AND AGREES NOT TO ELECT A TRIAL BY JURY WITH RESPECT TO ANY ISSUE ARISING OUT OF THIS AGREEMENT OR THE RELATIONSHIP BETWEEN THE PARTIES THAT IS TRIABLE OF RIGHT BY A JURY AND (B) WAIVES ANY RIGHT TO TRIAL BY JURY WITH RESPECT TO SUCH ISSUE TO THE EXTENT THAT ANY SUCH RIGHT EXISTS NOW OR IN THE FUTURE. THIS W AIYER OF RIGHT TO TRIAL BY JURY IS SEPARATELY GIVEN BY EACH PARTY, KNOWINGLY AND VO LUNT ARIL Y WITH THE BENEFIT OF COMPETENT LEGAL COUNSEL. 10. Term. The term of this Agreement shall commence on the date hereof and shall continue until the earliest to occur of the following events: (i) the payment of all of the principal of, interest on and other amounts payable under the Senior Loan Documents; (ii) the payment of all of the principal of, interest on and other amounts payable under the Junior Loan Documents, other than by reason of payments which Junior Lender is obligated to remit to Senior Lender pursuant to the terms hereof; (iii) the acquisition by Senior Lender of title to the Property pursuant to a foreclosure, or a deed in lieu of foreclosure , of ( or the exercise of a power of sale contained in) the Senior Security Instrument; or (iv) the acquisition by Junior Lender of title to the Property pursuant to a foreclosure, or a deed in lieu of foreclosure , of ( or the exercise of a power of sale contained in) the Junior Security Instrument, but only if such acquisition of title does not violate any of the terms of this Agreement. Subordina tion and In terc redito r Ag reement (S LC Corporation) 12 PROPERTY OF StLT LAl<E CITY RECOF?DER'S OFFICE P.O. BOX l 45515 SALT LAKE C ITY, UTAH 84114-5515 Garden lofts Apa rtments 11. Miscellaneous. (a) Junior Lender shall, within ten (10) business days following a request from Senior Lender, provide Senior Lender with a written statement setting forth the then current outstanding principal balance of the Junior Loan, the aggregate accrued and unpaid interest under the Junior Loan, and stating whether, to the knowledge of Junior Lender, any default or event of default exists under the Junior Loan, and containing such other information with respect to the Junior Indebtedness as Senior Lender may require. Upon notice from Senior Lender from time to time, Junior Lender shall execute and deliver such additional instruments and documents, and shall take such actions, as are required by Senior Lender in order to further evidence or effectuate the provisions and intent of this Agreement. (b) This Agreement shall bind and inure to the benefit of all successors and assigns of Junior Lender and Senior Lender. Senior Lender may assign its interest in the Senior Loan Documents without notice to or consent of Junior Lender. Junior Lender may only assign its rights and interests hereunder following the prior written consent of Senior Lender, which consent may be withheld or conditioned in its sole and absolute discretion. (c) Senior Lender hereby consents to the Junior Loan and the Junior Loan Documents; provided, however, that this Agreement does not constitute an approval by Senior Lender of the terms of the Junior Loan Documents. Junior Lender hereby consents to the Senior Loan and the Senior Loan Documents; provided, however, that this Agreement does not constitute an approval b y Junior Lender of the terms of the Senior Loan Documents. (d) This Agreement may be executed in multiple counterparts, each of which shall constitute an original document and all of which together shall constitute one agreement. (e) IN ALL RESPECTS, INCLUDING, WITHOUT LIMITATION, MA TIERS OF CONSTRUCTION AND PERFORMANCE OF THIS AGREEMENT AND THE OBLIGATIONS ARISING HEREUNDER, THIS AGREEMENT HAS BEEN ENTERED INTO AND DELIVERED IN, AND SHALL BE CONSTRUED IN ACCORDANCE WITH AND GOVERNED BY, THE LAWS OF THE STATE WHERE THE PROPERTY IS LOCATED, WITHOUT GIVING EFFECT TO ANY PRINCIPLES OF CONFLICTS OF LAW. (f) Time is of the essence m the performance of every covenant and agreement contained in this Agreement. (g) If any provision or remedy set forth in this Agreement for any reason shall be held to be invalid, illegal or unenforceable in any respect, such invalidity, illegality or unenforceability shall not affect any other provision or remedy of this Agreement and this Agreement shall be construed as if such invalid, ill egal or unenforceable prov ision or Subordination and lntercreditor Agreement (SLC Collloration) 13 PROPERTY OF Sfa.LT l.Al<E CITY RECORDEr,?'S OFFICE P.O . BOX 145 515 SALT LAl<E CITY, UTAH @Wie1 lf-ts p1a!J11ents remedy had never been set forth herein, but only to the extent of such invalidity, illegality or unenforceability. (h) Each party hereto hereby represents and warrants that this Agreement has been duly authorized, executed and delivered by it and constitutes a legal, valid and binding agreement enforceable in all material respects in accordance with its terms. (i) Borrower hereby acknowledges and consents to the execution of this Agreement, and agrees to be bound by the provisions hereof that are applicable to Borrower. Solely as between Senior Lender and Junior Lender, all of the signatories below hereby agree that to the extent of any conflict between the terms and provisions of this Agreement and the terms and provisions of the Senior Loan Documents and/or the Junior Loan Documents respectively, the terms and provisions of this Agreement shall govern and control. By executing this Agreement in the place provided below, Borrower hereby (i) acknowledges the provisions hereof, (ii) agrees not to take any action inconsistent with Senior Lender's rights or Junior Lender's rights under this Agreement, (iii) waives and relinquishes to the maximum extent permitted by law any and all rights, defenses and claims now existing or hereinafter accruing relating to Junior Lender's forbearance from exercising any rights and remedies pursuant to Section 4 of this Agreement, including, without limitation, any defenses based on the statute of limitations or any equitable defenses, such as laches, and (iv) acknowledges and agrees that (A) this Agreement is entered into for the sole protection and benefit of Senior Lender and Junior Lender (and their respective successors, assigns and participants), and no other person (including Borrower) shall have any benefits, rights or remedies under or by reason of this Agreement, (B) nothing in thi s Agreement is intended, or shall be construed to , relieve or discharge the obligations or liabilities of any third party (including Borrower under the Senior Loan Documents and the Junior Loan Documents), (c) neither of them nor any of their affiliates shall be, or be deemed to be, beneficiaries of any of the provisions hereof or have any rights hereunder whatsoever, and (D) no provision of this Agreement is intended to , or shall be construed to , give any such third party (including Borrower) any right subrogating to the rights of, or action against, Senior Lender or Junior Lender. (j) No amendment, supplement, modification, waiver or termination of this Agreement shall be effective against any party unless such amendment, supplement, modification, waiver or termination is contained in a writing signed by such party. (k) No party other than Senior Lender and Junior Lender shall have any rights under, or be deemed a beneficiary of any of the provisions of, this Agreement. (1) Nothing herein or in any of the Senior Loan Documents or Junior Loan Documents shall be deemed to constitute Senior Lender as a joint venturer or partner of Junior Lender. 12. REPRESENTATION REGARDING ETHICAL STANDARDS FOR CITY OFFICERS AND EMPLOYEES AND FORMER CITY OFFICERS AND EMPLOYEES. Senior Lender and Borrower each represents , solely with respect to itself and its agents and Subordination a nd lnte rcredito r Agreem ent (SLC Corporation) 14 PROPERTY OF SALT LA!<E CITY RECORDER'S OfflCF P.O. BOX 145515 Garden Lofts Apartments SALT LAl<E CIW, UTAH 84114-5515 employees, that it has not: ( 1) provided an illegal gift or payoff to a City officer or employee or former City officer or employee, or his or her relative or business entity; (2) retained any person to solicit or secure this contract upon an agreement or understanding for a commission, percentage, or brokerage or contingent fee , other than bona fide employees or bona fide commercial selling agencies for the purpose of securing business; (3) knowingly breached any of the ethical standards set forth in City's conflict of interest ordinance, Chapter 2.44, Salt Lake City Code; or (4) knowingly influenced, and hereby promises that it will not knowingly influence, a City officer or employee or former City officer or employee to breach any of the ethical standards set forth in City's conflict of interest ordinance, Chapter 2.44, Salt Lake City Code 13. Attached Exhibits. The following Exhibits are attached to this Agreement and are incorporated by reference herein as if more fully set forth in the text hereof: Exhibit A -Legal Description Exhibit B -Junior Loan Documents Exhibit C-Modifications to Subordination and Intercreditor Agreement The terms of thi s Agreement are modified and supplemented as set forth in said Exhibits. To the extent of any conflict or inconsistency between the terms of said Exhibits and the text of this Agreement, the terms of said Exhibits shall be controlling in all respects. [REMAINDER OF PAGE INTENTIONALLY LEFT BLANK] Subordination and lntercreditor Agreement (SLC Corporation) 15 Pl~OPERTY OF SALT LA:<:: CITY f<ECORDE:R'S CF-ICE P.O . BOX 145515 SALT LAl<E Clfr, UTl"\HGag'zt f,~t P~'titt s IN WITNESS WHEREOF, the undersigned have duly executed and delivered this Subordination and Intercreditor Agreement or caused this Subordination and Intercreditor Agreement to be duly executed and delivered by their respective authorized representatives as of the date first set forth above. ATTEST: r STATE OF UTAH COUNTY OF SALT LAKE JUNIOR LENDER: SALT LAKE CITY CORPORATION, a Utah municipal corporation By: ~fl'),(?~ acquelineM.Biskupski,Mayor Approved as to Form Salt Lake City Attorney's Office By:m:KefuK nnberly K. Chytraus t9oil:'.:'. Attorney Date: \ 2D I] On December l3 2017 before me, ~ \ 1\"\0V\.t... rb\rl:\t)( , personally appeared Jacqueline M. Biskupski who, personally known to me or proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her authorized capacity, and that by his/her s ignature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. Signature ~ Subordination and lnte rcreditor Agree ment (S LC Co)l'.loration) of Notary Public NOTARY PUBLIC SIMONE BUTLER 697404 COMM ISSION EXPIRES OCTOBER 25, 2021 STATE OF UTAH S-1 P,,OPEr.Ty _)~ ! I I'\ Cl'IY l~ECORDER" OF, I ~'-" P.O BCX l 45515 SALT LA1<1: CffY, U iAH a 4°ttf1s~s{rrt ments SENIOR LENDER: CITIBANK, N .A. By:------------ Name: Bryan Barker Title: Authorized Signatory GENERAL ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. ST A TE OF CALIFORNIA COUNTY OF ----- ) ) ) On December_, 2017, before me, _______________ , N otary Public, personally appeared Bryan Barker, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature of Notary Public Subordina tion and lntercred itor Agreement (S LC Corpora tio n) S-2 (Seal) PROPERTY OF SALT LAl<E C ITY RECORDER'S OFFICE P.O . BOX l 45515 SALT LAl<E C ITY, UTAH 84114-5515 Garden Lofts Apartme nts ACKNOWLEDGED AND AGREED AS OF THE DATE FIRST SET FORTH ABOVE: STATE OF UTAH ) ) COUNTY OF SALT LAKE ) BORROWER: GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership By: Garden Lofts GP, LLC, a Utah limited liability company Its: General Partner By: --------- Name: Jeffrey S. Nielson Title: Manager On December , 2017 before me, , Notary Public, personally appeared Jeffrey S. Nielson, personally known to me or proved to me on the basis of satisfactory evidence to be the person whose name(s) is subscribed to the within instrument and acknowledged to me that he/she executed the same in his/her authorized capacity, and that by his/her signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. Sub ordinati o n and lntercredito r Agreeme nt (SLC Corp oration) Signature of Notary Public S-3 PROPERTY OF SALT LAl<E CITY RECORDER 'S OFFICE P.O. BOX l 45515 SALT LAKE CITY, UTAH 84114-5515 Gard e n Lofts Apartments EXHIBIT A LEGAL DESCRIPTION All of Lot 1, SALT CITY PLAZA MINOR SUBDIVISION, located in the Southeast Quarter of Section 1, Township 1 South, Range 1 West, Salt Lake Base and Meridian, more particularly described as follows: Beginning at a point on the West line of Lot 5, Block 32, Plat "A", Salt Lake City Survey, said point also being in the East right-of-way line of 200 West Street, said point lies South 00°01 '45" West from the Northwest comer of said Lot 5, along the West line of Lot 5, 239.40 feet, said point also lies South 00°00'48" East along the monument line of 200 West Street 306.39 feet and North 89°59'12" East 70.81 feet from the Salt Lake City Survey Monument in the intersection of200 West Street and 500 South Street and running thence North 89°54'10" East 165. 04 feet to the East line of said Lot 5; thence North 00°01 '44" East along said East line 129 .87 feet; thence East 36.58 feet; thence South 6.65 feet; thence East 19.13 feet; thence South 7.33 feet; thence East 65.14 feet; thence South 45 °00'00" East 15.84 feet ; thence East 44.16 feet ; thence South 45 °00'00" East 11.73 feet; thence East 103 .58 feet; thence South 45°00'00" East 27.06 feet; thence East 22.84 feet to the East line of Lot 7 of said Block 32; thence South 00°01 '41" West along said East line and the extension thereof 171 .50 feet; thence South 89°54'05" West 95.03 feet; thence South 00°01'42" West 198 .60 feet; thence South 89°53'54" West 32.88 feet; thence South 00°01 '42" West 127.56 feet to the South line of Lot 2 of said Block 32, said point also being on the North right-of-way line of 600 South Street; thence South 89°53'46" West along said right-of-way 202.18 feet to the Southwest comer of Lot 3 of said Block 32 ; thence North 00°01'44" East along the West line of said Lot 3 and the extension thereof 354.95 feet; thence South 89 °54'06" West 165.04 feet to the West right-of- way line of said 200 West Street; thence North 00°01 '45" East along said West line 66.04 feet to the point of beginning. Tax Parcel No.: 15-01-476-021 Subordination and lntercreditor Agreeme nt (S LC Corporation) A-1 PROPERTY OF SALT LAl<E CITY RECORDER'S Off ICE P.O. BOX 145515 SALT LAKE CITY, UTAH 84114-5515 Gardea Lofts Apartments EXHIBITB JUNIOR LOAN DOCUMENTS 1. Promissory Note, dated as of the date hereof, made by Garden Lofts Holdings, LP, a Utah limited partnership ("Borrower") to Salt Lake City Corporation, a municipal corporation of the State of Utah ("Junior Lender"). 2 . Loan Agreement, dated as of the date hereof, by and between Borrower and Junior Lender. 3. Trust Deed with Assignment of Rents, dated as of the date hereof, made b y Borrower for the benefit of Junior Lender. Subordination and lntercreditor Agreement (S LC Coll)oralion) B-1 PROPERTY OF SALT LAl<E CITY RECORDER'S OFFICE P.O BOX 145515 SALT LAl<E CITY, UTAH 84114-5515 Garden Lofts Apartments EXHIBIT C MODIFICATIONS TO SUBORDINATION AND INTERCREDITOR AGREEMENT The following modifications are made to the text of the Agreement that precedes this Exhibit: None. Capitalized terms used and not defined herein shall have the respective meanings ascribed to them in the Agreement. Subord ination and Intercreditor Agreement (SLC Corporation) C-1 Garden Lofts Apartments Exhibit 5 Recorded HTF Loan LOAN AGREEMENT Garden Lofts Holdings, LP (Garden Lofts Project) RECORDED DEC 1 4 2017 _________________ C_ITY____:_;Ro=-ECORDER THIS AGREEMENT is by and between SALT LAKE CITY CORPORATION, a munici pal corporation of the state of Utah, hereinafter called the "City," and Garden Lofts Holdings, LP, hereinafter called the "Borrower," and is dated the date that the City Recorder attests the applicable City signature (which date shall be the recordation date). WHEREAS, the Borrower has applied to the City for a loan from the City's Housing Trust Fund for the Garden Lofts project located at 154 West 600 South in Salt Lake City, Utah (the "Project"); and WHEREAS, the City is willing to make said loan to the Borrower on the terms and conditions hereinafter set forth; NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties hereto agree as follows: ARTICLE 1 THE LOAN SECTION 1.01-THE LOAN, NOTE AND RATE Subject to the terms and conditions of this Agreement, the City hereby agrees to loan to Borrower, and the Borrower hereby agrees to borrow from the City and repay to the City or its assigns, a sum of ONE MILLION AND NO/100 DOLLARS ($1,000,000) (the "Loan"). The obligation of the Borrower to repay the Loan shall be evidenced by a Promissory Note (the "Note") of the Borrower in a form satisfactory to the City, dated on the date on which the Loan is made (the "Closing Date "), payable over thirty-five (35) years with payments commencing and continuing as more fully set forth in the Note, and pa yable to the order of the City for the amount of the Loan with interest on the unpaid principa l at the rate of two and one-half perce nt (2 .5%) per annum. The City's loan shall be secured by a trust deed (the "Trust Deed ") on the Proje ct. The documents evidencing and securing the Loan are herein collectively referred to as the "Loan Documents." SECTION 1.02-THE TERM AND REPAYMENT (a). The term of the Loan shall be for thirty-eight (38) years beginning upon date of funding. The first three (3) years Borrower shall pay interest only. The first payment shall be due at the end of the three (3) year interest only period on April 1 , 2021 in the amount of $75,000 (the "First Payment"). Subsequent payments shall thereafter be made annually ("Annual Payments") comme nc ing on April 1, 2022 and on each April 1 thereafter, until all monies owed to the City have been paid in full. The maximum amount of th e Annual Payment shall be $42,899.43; provided, howeve r, the amount of each Annual Payment shall be limited to the amount of the available Surplus Cash, it being understood that the Borrower shall not be in default if it pays the Surplus Cash, or if there is no Surplus Cash, if no Annual Payment is made for the period when no Surplus Cash is available. Borrower will provide a copy of Borrower's full annual audit each year within thirty (30) days of the completion of the annual audit and such annual audit shall be the conclusive evidence of the availability of Surplus Cash for repayment of the Loan. The City acknowledges that available Surplus Cash will be split evenly between payment on the City's Loan and the Olene Walker Housing Trust Fund Loan. (b). For purposes of this Agreement, "Surplus Cash" shall mean with respect to any period, 75% any revenues of the Borrower remaining after paying, or setting aside funds for paying, all of the following: (i) All sums due or currently required to be paid (including but not limited to any deposits to a principal reserve fund) under that project loan agreement (the "Senior Loan Agreement"), defined in that certain Subordination Agreement (the "Subordination Agreement") dated as of December __ , 2017, by and between Citibank, N.A. ("Senior Mortgagee"), City and Borrower; (ii) All deposits to any replacement reserve, completion/repair reserve or other reserve or escrow required by the Borrower's Senior Mortgagee and investor limited partner; (iii) All fees due or currently payable by the Borrower in connection with any loan senior to the City's loan as such requirements are described in Senior Loan Agreement and Subordination Agreement; and (iv) All reasonable operating expenses of the mortgaged property defined in the Senior Loan Documents (the "Mortgaged Property"), including but not limited to real estate taxes, insurance premiums, utilities, building maintenance, painting and repairs, management fees, payroll , administrative expenses, legal expenses and audit expenses (including any fees, deposits or escrows payable under the Borrower's organizational documents, but excluding any developer fees payable with respect to the Mortgaged Property). (c). Interest shall commence accruing on the date of this Agreement. Each Annual Payment shall be applied first to accrued interest, then to currently due interest, and then to the repayment of principal. If Surplus Cash is not sufficient to make a full First or Annual Payment required under this loan then the unpaid principal portion of such payment shall be deferred and the interest shall accrue and be added to the next Annual Payment. If the Loan has not been fully repaid by the end of the loan term, or if the Loan has not otherwise been paid in full, the City, at its discretion, may call the entire outstanding loan amount due or at the City's sole discretion renegotiate the Loan with the Borrower. Borrower acknowledges that the Loan shall become immediately due and payable to the City if the use of the Project changes from what is described in Section 1.04, without the prior written of consent of the City which consent shall not be unreasonably withheld, conditioned , or delayed. Borrower acknowledges that the City will require an annual report from the Borrower. The annual report will include information on the two hundred seventy two (272) units funded by the City. Borrower will provide documentation on tenant income verifying units are occupied by persons at 60% of area median income or below. These reports will be reviewed and verified by the Housing and Neighborhood Development Staff. 2 All payments shall be applied first to late fees, if any, then to interest, and then to principal. All payments shall be made when due to the City at its address as City may designate in writing. SECTION 1.03-PERSONAL GUARANTEE Not applicable . SECTION 1.04-PURPOSE OF LOAN The purpose of this Loan is for the construction of the Project consisting of 272 income restricted rental units for households earning at or below 60% of the area median income. The Borrower agrees that it shall apply funds received by it under this Agreement in accordance with the purpose stated above . The Borrower further agrees that no application of any funds received from the City hereunder shall be made in violation of federal or state law or Salt Lake City ordinances. SECTION1 .05-DUL Y ORGANIZED The Borrower certifies that it is a Utah limited partnership in good standing , having been organized on October 16, 2017. SECTION 1.06-TERMS, COVENANTS AND CONDITIONS Borrower agrees to abide by and be bound by the attached Terms , Covenants and Conditions marked as Exhibit "A," and the Use of Proceeds marked as Exhibit "B," and incorporated herein by this reference . Borrower acknowledges that it has received a copy of such Terms, Covenants and Conditions, and the Use of Proceeds, has read the same, and accepts them as legal binding parts of this Loan Agreement. SECTION 1.07-FEES Not applicable. IN WITNESS WHEREOF, the parties hereto are signing this Agreement as of the date stated in the introductory clause. RECORDED DEC t 4 2017 CITY RECORDER ATTEST: ~ City RBCOrder 3 CITY: Salt Lake City Corporation, a Utah municipal corporation By Q::r&f/1:/:~ STATE OF UTAH :ss COUNTY OF SALT LAKE ) GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership By: Garden Lofts GP , LLC, a Utah limited liability company its General Partner The foregoing instrument was duly acknowledged before me this ] 4~ day of December, 2017, by Jeffrey S. Nielson, Manager of Garden Lofts GP, LLC , a Utah limited liability company that is the General Partner for Garden Lofts Holdings LP, a Utah limited partnership . • ARNAE BALLANTYNE ttJWff PIAIJC•STAlE OFIIJ'AH COMMISSION# 680146 COMM, EXP. 01·18-2019 Salt Lak e County, Utah 4 ACKNOWLEDGEMENT OF RECEIPT OF COPY OF TERMS, COVENANTS AND CONDITIONS TO LOAN AGREEMENT COMES NOW the Undersigned, hereinafter referred to as the "Borrower ," and acknowledges receipt of a copy of Ex hibit A, "Terms , Covenants and Conditions," and Exh ibit B, "Use of Proceeds" to Loan Agreement and acknowledges that he has read the same, and acknowledges his agreement t o accept them as legal and binding parts of the Loan Agreement. DATED this / 4ft day of December, 2017. GARDEN LOFTS HOLDINGS, LP, a Utah li m ited partnership By: Garden Lofts GP, LLC, a Utah lim ited liability company its General Partner Jeffrey S Nielson 5 SALT LAKE CITY CORPORATION EXHIBIT "A" TO LOAN AGREEMENT TERMS, COVENANTS AND CONDITIONS It is expressly agreed by the parties that this Exhibit is incorporated in and a part of that certain Loan Agreement by and between Salt Lake City Corporation (the "City") and Garden Lofts Holdings, LP, a Utah limited partnership, (the "Borrower"), and that all of the terms, conditions and provisions set forth below are to apply to that Agreement and are made a part of that Agreement as though they were expressly rewritten , incorporated and included therein. ARTICLE II REPRESENTATIONS AND WARRANTIES The Borrower Represents and Covenants the Following: SECTION 2.01: DULY AUTHORIZED The making and performance by the Borrower of this Agreement, and the execution and delivery of the Note, and any security agreements and Instruments have been duly authorized by all necessary action, including but not limited to company, partnership or individual action, and will not violate any law, rule, regulation, order, writ, judgment, decree, determination or award presently in effect having applicability to the Borrower or any provision of the Borrower's Partnership Agreement, dated ___________ (the "Partnership Agreement"), or result in a breach of or constitute a default under any indenture or bank loan or credit agreement or any other agreement or instrument to which the Borrower is a party or by which it or its property may be bound or affected. SECTION 2.02: LEGALLY BINDING INSTRUMENTS When this Agreement is executed by the Borrower and the City, and when the Note is executed and delivered by the Borrower for value , each such instrument shall constitute the legal, valid, and binding obligation of the Borrower in accordance with its terms. Any security agreements and instruments, financing statements, mortgages, trust deeds, and other liens on collateral or real estate with respect to the Loan shall constitute legal, valid and binding liens. The City acknowledges it is subordinating its Loan and the collateral for such Loan as set forth in the Subordination Agreement to certain senior financing previously disclosed to the City and will share second priority with the lien in favor of the Olene Walker Housing Loan Fund (the "Olene Walker Loan") SECTION 2.03: NO LEGAL SUITS There are no legal actions, suits , or proceedings pending or, to the knowledge of the Borrower, threatened against the Borrower before any court or administrative agency, whi c h, if determined adversely to the Borrower, would have a material adverse effect on the financial condition or business of the Borrower. 6 SECTION 2.04: NO LEGAL AUTHORIZATION NEEDED No authorization, consent or approval, or any formal exemption of any Governmental body, regulatory authorities (Federal, State or Local) or mortgagee, creditor or third party is or was necessary to the valid execution and delivery by the Borrower of this Agreement, the Note, any security agreement, financing statement or the Trust Deed. SECTION 2.05: NOT IN DEFAULT The Borrower is not in default of any obligation , covenant, or condition contained in any bond, debenture, note or other evidence of indebtedness or any mortgage or collateral instrument securing the same. SECTION 2.06. TAXES ARE PAID The Borrower ha s filed all tax returns which are required and has paid or made provision for the payment of all taxes which have or may become due pursuant to said returns or pursuant to any assessments levied against the Borrower or its personal or real property by any ta xing agency, federal, state or local. No tax liability has been asserted by the Internal Revenue Service or other taxing agency, federal, state or local for taxes materially in excess of those already provided for the Borrower knows of no basis for any such deficiency assessment. SECTION 2.07: NO ADVERSE CHANGE The Borrower certifies th at there has been no adverse change since the date of loan application in the financial condition , organization, operation, business prospects, fi xed properties, or personnel of the Borrower. ARTICLE Ill CONDITIONS OF LENDING The obligation of the City to make the Loan shall be subject to the fulfillment at the t ime of funding of each of the following conditions: SECTION 3 .01 : EX ECUTION OF AUTHORIZATION The Borrower shall have executed and delivered to the City the loan commitmen t, if applicable. SECTION 3.02: EXECUTION AND DELIVERY OF NOTE AND LOAN AGREEMENT The Borrower shall have executed and delivered to the City this Loan Agreement and the Note in a form satisfactory to the City and its counsel. SECTION 3.03: EX ECUTION AND DELIVERY OF SECURITY AGREEMENT AND MORTGAGE If required by the City, the Borrower shall have executed and delivered to the City a security ag reement and financing statements in a form satisfactory to the City, giving the City 7 security in all of the collateral and personal property acquired with the Loan proceeds, and/or the Borrower shall have executed and delivered to the City, the Trust Deed on the real estate . Said security agreement (the "Security Agreement"), financing statements (the "Financing Statements") and Trust Deed shall be free and clear of all prior liens and encumbrances, except as provided for Section 2.02 herein . The Security Agreement, Financing Statements and Trust Deed are to secure payment of the principal of the Note, the interest thereon, and any other sums payable by the Borrower hereunder. SECTION 3.04: EXECUTION AND CERTIFICATION OF RESOLUTION OF BOARD OF DIRECTORS OR CERTIFICATE OF PARTNERSHIP If required by the City, the Borrower shall have executed and delivered to the City a duly certified copy of a Resolution of the Manager of the General Partner of the Borrower authorizing the execution and delivery by the Borrower of this Agreement, the Note, and Security Agreement and Trust Deed. SECTION 3.05: CORPORATE OR PARTNERSHIP PAPERS The Borrower shall have delivered to the City if requested , copies of the Borrower's Partnership Agreement, Certificate of Limited Partnership, W-9. SECTION 3.06 : TITLE INSURANCE Borrower shall provide to Lender a current title commitment for City's review, At Closing, the Borrower shall have secured lenders title insurance in the form and issued by companies satisfactory to the City, in the amount of the Loan, insuring the City's lien under the Trust Deed , subject only to exceptions approved by the City if no loan commitment is issued. The title policy shall show no delinquent taxes or assessments affecting the real property or any part thereof on the date of closing except as approved by the City. SECTION 3.07 : GOVERNMENTAL APPROVAL The Borrower shall have secured all necessary approvals or consents, if required, of Governmental bodies having jurisdiction with respect to its business .. If this Loan is to be used for construction , Borrower shall have obtained all required building and other applicable permits and approvals . SECTION 3.08 : APPROVAL OF OTHERS The Borrower shall have secured all necessary approvals or consents required with respect to this transaction by any mortgagor, creditor or other party having any financial interest in the Borrower. The Borrower will provide evidence of all funding commitments and executed tax credit investor agreement. ARTICLE IV AFFIRMATIVE COVENANTS OF THE BORROWER The Borrower agrees to comply with the following covenants from the date hereof until the City has bee n fully repaid with interest, unless the City or its a ssigns sh all otherwise consent in writing: 8 SECTION 4.01: PAYMENT OF THE LOAN The Borrower agrees to pay punctually the principal and interest on the Note according to its terms and conditions and to pay punctually any other amounts that may become due and payable to the City under or pursuant to the terms of this Agreement or Note. In the event City or its agent or assignee accepts a late payment after the date on which such payment is due, the Borrower agrees to pay a late payment charge equal to five percent of the late amount or ONE HUNDRED and NO/100THS DOLLARS ($100.00), whichever is greater, as compensation for additional collection efforts. Subject to any provisions to the contrary in the Senior Loan document or Subordination Agreement, the Borrower reserves the right to prepay at any time all or any part of the principal amount of the Note without the payment of penalties or premiums. All payments on this Note shall be applied first to late charges, if any, then to the interest due on the Note, and then to the principal due on the Note. SECTION 4.02: PAYMENT OF OTHER INDEBTEDNESS The Borrower agrees to pay punctually the principal and interest due on any other indebtedness now or hereafter at any time owing by the Borrower to the City or any other entity. SECTION 4 .03: MAINTAIN AND INSURE PROPERTY The Borrower agrees at all times to maintain the property provided as security for this Loan in such condition and repair that the City's security interest therein will be adequately protected. If the security is real property, the Borrower also agrees to maintain during the term of the Loan adequate hazard insurance policies covering fire and extended coverage and such other hazards as may be deemed appropriate in amounts and form sufficient to prevent the Borrower from becoming a co-insurer and issued by companies satisfactory to the City with acceptable loss payee clauses in favor of the City. The Borrower further agrees, if at any time during the life of the Loan the Borrower's property is declared to be within a flood hazard area, to purchase Federal Flood Insurance, if available. Such insurance shall be in an amount equal to the lesser of: i) the amount of the Loan; ii) the insurable value of the property; or iii) the maximum limit of coverage available. Subject to any provisions to the contrary in the Senior Loan document or Subordination Agreement, and notwithstanding anything to the contrary contained in the Loan Documents, City agrees to apply all insurance proceeds resulting from casualty to or damage of the real property, including improvements, securing the loan {the "Project") and all payments or awards resulting from a taking for any public or quasi-public purpose by any lawful power or authority by exercise of the power of condemnation or eminent domain toward the restoration , replacement or rebuilding of the Project, or any part thereof, as nearly as possib,le to its value, condition and operational character immediately prior to any such damage, destruction or taking ("Restoration"), provided sufficient funds are available from all sources to complete such Restoration . 9 The Borrower agrees to obtain and maintain during the entire term of this Loan a comprehensive general liability policy of insurance with minimum coverage amounts as required by City from time to time, but for the present, a minimum of $2,000,000 per occurrence and $3,000,000 aggregate. Said insurance shall provide for a minimum of thirty (30) day's prior written notice of cancellation to the City, but cancellation shall not relieve Borrower of this obligation to provide insurance. On all such coverage, City shall be named as an additional insured. Borrower shall furnish to City appropriate certificates of insurance verifying such present and continued coverage, concurrently with the execution hereof. Borrower also agrees to provide additional certificates as changes occur in policies or coverage during the term of this Loan. All policies of insurance provided shall be issued by insurance companies qualified to do business in the State of Utah and listed on the United States Treasury Department's current Department of Treasury Fiscal Services List 4 70, or having a general policyholder's rating of not less than "A-" in the most current available A.M. Best Co., lnc.'s, Best Insurance Report. Upon request, Borrower shall provide satisfactory evidence of appropriate insurance coverage. SECTION 4.04: PAY ALL TAXES The Borrower agrees to duly pay and discharge all taxes, assessments, and governmental charges upon it or against its properties prior to the date on which the penalties attach thereto, except that the Borrower shall not be required to pay any such tax, assessment, or governmental charge which is being contested by it in good faith and by appropriate proceedings. SECTION 4.05: PROVIDE AFFORDABLE HOUSING The loan funds at issue are being provided on the specific condition that no less than one hundred percent (100%) of the total units to be built in the development will be offered and leased under terms affordable to households at or below 60% of area median income, as defined for purposes of administration of the federal Low Income Housing Tax Credit program for a period of not less than fifty-five (55) years from the date the units are first placed into service. The Borrower agrees that any variance from that condition will constitute a breach the conditions of the loan and all loan amounts and interest owing thereon shall immediately become due and payable. The Borrower will provide documentation to the City at initial lease up and through annual reports demonstrating compliance with the affordability restrictions. SECTION 4.06: MAINTAIN LEGAL EXISTENCE The Borrower agrees to maintain its existence, rights , privilege, and franchises within the State of Utah, and remain qualified to do business in each jurisdiction in which its present or future operations or its ownership of property require such qualification. SECTION 4.07: PROVIDE FINANCIAL AND PROJECT INFORMATION The Borrower agrees to maintain adequate records and books of account, in which complete entries will be made reflecting all of its business and financial transactions, such entries to be made in accordance with generally accepted principles of good accounting practice consistently applied in the case of financial transactions. 10 In addition, the Borrower agrees to deliver to the City financial statements, certified by an authorized officer of the Borrower to be true and accurate copies, upo n request. Borrower shall have completed and deliver to City an annual aud it within 30 days of completion. The Bo rrower further agrees to provide written notice to the City of any public hearing or meeting before any administrative or other public agency that may, in any manner, affect the collateral, personal property or real estate securing the Loan (the "Collate ral"). The Borrower agrees to prov ide the City the following notifications and documentation: 1) quarterly progress reports post-closing through project completion; 2) notification of material changes to project financing sources or costs (defined as a change greater than 5%); 3) notification of project lease up; 4) notification of project completion; 5) project certificate of occupancy; 6) final cost certification; 7) property management agent contact information and management agreement. SECTION 4.08: RIGHT TO INSPECTION The Borrower agrees to grant the City, until the Note has been fully repaid with interest, the right during normal business hours to inspect the Collateral used to secure the Loan; and the Borrower further agrees to provide the City free access to the Borrowe r's premises for the purpose of such inspection to determine the condition of the Collateral provided such entry and inspection shall not unreasonably interfere with the construction or operation of the Collateral. SECTION 4.09: NULL AND VOID COVENANTS The Borrower agrees that in the event any provision of this Loan Agreement or any other instrument executed at closing, or the application thereof to any person or circumstances, shall be declared null and void, invalid, or held for any reason to be unenforceable by a Court of competent jurisdiction, the remainder of such agreement shall ne ve rth e less remain in full force and effect, and to this end, the provisions of all covenants, conditions, and agreements described herein are deemed separate. SECTION 4.10: EXPENSES AND CLOSING COSTS If required by the City, the Borrower agrees to pay all fees and charges incurred with respect to the Loan, or its making, or transfer to the City in any way connected therewith , including, but not limited to, the fees and out-of-pocket expenses of local counsel employed by the City, title insurance and survey costs , recording and filing fees, mortgage taxes, documentary stamp, and any other assessments, fees and expenses payable in connection with this transaction and with the enforcement of this Loan Agreement a nd Note. In the event the processing of the Loan is terminated, for whatever reason, or the Loan is not funded , for whatever reason, Borrower agrees to pay all fees of legal counsel employed by City to assist Borrower at the rate of $100.00 per hour, plus out-of-pocket expenses, and the fees of the representative of City at the rate of $150.00 per hour, plus out-of-pocket expenses, within thirty (30) days after billing . Interest shall accrue on unpaid fees at the rate of eighteen percent (18%) per annum compounded monthly. 11 SECTION 4.11: NOTICE OF DEFAULT The Borrower agrees to give written notice to the City of any event, within ten (10) days of the event, which constitutes an Event of Default under this Loan Agreement as described in Article VI herein, or that would, with notice or lapse of time or both, constitute an Event of Default under this Loan Agreement. SECTION 4.12: INDEMNIFICATION Borrower agrees and covenants to hold the City harmless, indemnify and defend it and its officers and agents of and from any and all claims of loss, damages or injury sustained by any person or damage to property and all expenses, including reasonable attorneys' fees , incurred or thereby arising from Borrower's performance under this agreement, including but not limited to any event of default under Article VI herein by the Borrower's principals, staff, agents, contractors or employees. Nothing herein shall be construed to require the Borrower to indemnify the City against the City's negligence or willful misconduct. If any of the following events of default referred to in the subsections listed below ("Event of Default") shall occur and be continuing at the time of such demand, the entire unpaid principal balance of the Note, and the interest then accrued thereon, shall become and be immediately due and payable upon demand, without presentment or protest, if not cured within the applicable cure period following written notice from the City as set forth in this Article VI. The Loan shall be in default whether it is voluntary or involuntary, with or without limitation, it occurred or was brought about by operation of law or pursuant to or in compliance with any judgment, decree or order of any court or any order, rules or regulation of any administrative governmental body, provided, however, that such sum shall not be then payable if Borrower's payments have been waived or the time for making the Borrower's payments has been extended by the City. SECTION 4.13: EXPENSES OF COLLECTION OR ENFORCEMENT The Borrower agrees, if at any time the Borrower defaults on any provision of this Loan Agreement, to pay the City or its assigns, in addition to any other amounts that may be due from the Borrower, an amount equal to the reasonable costs and expenses of collection, enforcement or correction or waiver of the default incurred by the City or its assigns in such collection, enforcement, correction, or waiver of default, including reasonable attorneys' fees actually incurred . SECTION 4.14: OTHER CONDITIONS The Borrower agrees to identify City funding on construction signage and in any public project descriptions. ARTICLE V NEGATIVE COVENANTS OF THE BORROWER The Borrower covenants and agrees that, from the date hereof until payment in full of the Note, unless the City or its assigns shall otherwise consent in writing, it will not enter into any agreement or other commitme nt the performance of which would constitute a breach of any 12 of the covenants contained in this Loan Agreement, including, but not limited to, the following covenants: SECTION 5.01: ENCUMBER THE COLLATERAL The Borrower shall neither create nor suffer to exist any mortgage, pledge, lien, charge or encumbrance, including liens arising from judgments on the Collateral except as of record or disclosed to the City in writing prior to the making of the loan hereunder. SECTION 5.02: SELL THE COLLATERAL The Borrower shall not sell, convey, or suffer to be conveyed, lease, assign, transfer, or otherwise dispose of the Collateral unless approved in writing by the City; provided however, that nothing herein shall preclude the lease of individual residential dwelling units. SECTION 5.03: CHANGE OWNERSHIP Except as otherwise stated in the senior loan documents and the restated limited liability partnership agreement, Borrower shall not permit any material change in the ownership structure, control, or operation of the general partner of the Borrower without the written permission of the City, which permission shall not be unreasonably withheld, conditioned, or delayed. ARTICLE VI EVENTS OF DEFAULT If any of the following events of default referred to in the subsections listed below ("Event of Default") shall occur and be continuing at the time of such demand, the entire unpaid principal balance of the Note, and the interest then accrued thereon, shall become and be immediately due and payable upon demand, without presentment or protest, if not cured within the applicable cure period following written notice from the City as set forth in this Article VI. The Loan shall be in default whether it is voluntary or involuntary, with or without limitation, it occurred or was brought about by operation of law or pursuant to or in compliance with any judgment, decree or order of any court or any order, rules or regulation of any administrative governmental body, provided, however, that such sum shall not be then payable if Borrower's payments have been waived or the time for making the Borrower's payments has been extended by the City. SECTION 6.01: NON-PAYMENT OF LOAN If the Borrower shall fail to make payment when due of any installment of principal on the Note, or interest accrued thereon and if the default shall remain unremedied for fifteen (15) days after written notice from the City to Borrower. SECTION 6 .02 : NON-PAYMENT OF OTHER INDEBTEDNESS If default shall be made in the payment when due of any installment of principal or of interest accrued on any of the Borrower's other indebtedness secured by any or all of the collateral securing this Loan, including, but not limited to, the Trust Deed of any other lender on 13 this Project or transaction, and if such default shall remain unremedied for thirty (30) days after written notice from the City to Borrower or within any longer applicable cure period. SECTION 6.03: INCORRECT REPRESENTATION OR WARRANTY Any representation or warranty contained in, or made in connection with the execution and delivery of this Loan Agreement, or in any certificate furnished pursuant hereto, shall prove to have been incorrect when made in any material respect and such misrepresentation or warranty has a material adverse effect on the enforceability of the Loan Documents or the value of the Collateral. SECTION 6 .04: DEFAULT IN COVENANTS The Borrower shall default in the performance of any other term, covenant, or agreement contained in this Loan Agreement, and such default shall continue unremedied for thirty (30) days after written notice thereof shall have been given to the Borrower by the City unless the same cannot reasonably be cured within the 30 days in which case the period for cure will be 90 days. SECTION 6.05: VOLUNTARY INSOLVENCY If the Borrower shall become insolvent or shall cease to pay its debts as they mature or shall voluntarily file a petition seeking reorganization of, or the appointment of a receiver, trustee, or liquidation for it or a substantial portion of its assets or to effect a plan or other arrangement with creditors, or shall be adjudicated bankrupt, or shall make a voluntary assignment for the benefit of creditors. SECTION 6.06: INVOLUNTARY INSOLVENCY If an involuntary petition shall be filed against the Borrower under any bankruptcy, insolvency, or similar law or seeking the re-organization of or the appointment of any receiver, trustee, or liquidator for the Borrower, or of a substantial party of the property of the Borrower, or a writ or warrant of attachment or similar process shall be issued against a substantial part of the property of the Borrower, and such petition shall not be dismissed , or such writ or warrant of attachment or similar process shall not be released or bonded within ninety (90) days after filing or levy. SECTION 6.07: JUDGMENTS If any final judgment for the payment of money that is not fully covered by liability insurance and is in excess of $100,000.00 shall be rendered against the Borrower, and within thirty (30) days, shall not be discharged, or an appeal therefrom taken and execution thereon effectively stayed pending such appeal, and, if such judgment be affirmed on such appeal, the same shall not be discharged within thirty (30) days. 14 ARTICLE VII MISCELLANEOUS SECTION 7.01: WAIVER OF NOTICE No failure or delay on the part of the City in exercising any right, power, or remedy hereunder shall operate as a waiver thereof, nor shall any single or partial exercise of any such right, power, or remedy preclude any other or further exercise thereof or the exercise of any other right, power or remedy hereunder. No modification or waiver of any provision of this Loan Agreement or of the Note , nor any consent to any department by the Borrower therefrom, shall in any event be effective unless the same shall be in writing, and then such waiver or consent shall be effective only in the specific instance and for the specific purpose for which given. No notice to or demand on the Borrower in any case shall entitle the Borrower to any other or further notice or demand in similar or other circumstances. SECTION 7.02: AMENDMENTS; MISCELLANEOUS The Borrower and the City or its assigns, with the concurrence of the City, hereby expressly reserve all rights to amend any provisions of this Agreement, to consent to or waive any departure from the provisions of this Loan Agreement, to amend or consent to or waive departure from the provisions of the Note, and to release or otherwise deal with any collateral security for payment of the Note, provided, however, all such amendments shall be in writing and executed by the City or its assigns and the Borrower. City agrees that the Loan Documents will not be considered to be in default until the expiration of all contracted notice and cure periods provided to the Borrower. The terms of this Agreement shall be binding upon and shall inure to the benefit of the parties hereto and their respective successors and assigns. City agrees to deliver a copy of this Agreement to any transferee of its interests in the Loan Documents. If any provision of this Agreement is determined to be unenforceable for any reason , it shall be adjusted rather than voided, to the greatest extent possible, to achieve the intent of the parties. All of the other provisions shall be deemed valid and enforceable to the greatest extent possible. SECTION 7.03: NOTICES All notices, consents, requests, demands, and other communications hereunder shall be in writing and shall be deemed to have been duly given to a party hereto if mailed by certified mail , prepaid, to the City at its address set forth below, and to the Borrower at the address set forth below or at such other addresses as any party may have designated in writing to an y other party hereto: CITY: Director Housing and Neighborhood Development PO Box 145488 451 South State Street, Room 406 Salt Lake City, Utah 84114-5488 15 BORROWER: Garden Lofts Holdings, LP 620 South State Street Salt Lake City, UT 84111 Attention: Jeffrey Nielson INVESTOR LIMITED PARTNER: SECTION 7.04: PAYMENTS GSB LIHTC Investor LLC Urban Investment Group c/o Goldman Sachs Bank USA 200 West Street New York, New York 10282 Attention: Urban Investment Group Portfolio Manager Email: gs-uig-docs@gs.com gs-uig-portfo li o-ma nager@gs.co m with a copy to: GSB LIHTC Investor LLC Urban Investment Group c/o Goldman Sachs Bank USA 200 West Street New York, NY 10282 Attention: Michael Lohr Email: michael.l ohr@gs.com with a copy to: Jones Day 100 High Street Boston, MA 0211 O Attention: John D. Kelley Telephone No.: (617) 449-6939 Email: jkelley@jonesday.co m The Borrower shall make payments to the City in accordance with the terms, conditions and instructions contained in the Note. SECTION 7.05: SURVIVAL OF REPRESENTATIONS AND WARRANTIES All agreements, representations, and warranties made by the Borrower here in, or any other document or certificate delivered to the City in connection with the transactions contemplated by this Loan Agreement, shall survive the delivery of this Agreement, the Note , 16 Trust Deed and the Security Agreements hereunder, and shall continue in full force and effect so long as the Note is outstanding. SECTION 7.06: SUCCESSORS AND ASSIGNS This Loan Agreement shall be binding upon the Borrower, its successors and assigns, except that the Borrower may not assign or transfer its rights without City's prior written consent. This Agreement shall inure to the benefit of the City, its successors and assigns, and , except as otherwise expressly provided in particular provisions hereof, all subsequent holders of the Note. SECTION 7.07: COUNTERPARTS This Loan Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. SECTION 7.08: GOVERNING LAW This Loan Agreement and the Note and Security Agreements, Financing Statements and/or Trust Deed shall be deemed contracts made in the State of Utah and , for all purposes, shall be construed in accordance with Utah Law. SECTION 7 .09: ARTICLE AND SECTION HEADINGS Article and Section headings used in this Agreement are for convenience only and shall not affect the construction of this Agreement. SECTION 7 .10: BORROWER DEFINED/USE OF PRONOUNS The word "Borrower'' shall be deemed and taken to mean the party identified as such in the Preamble to this Agreement. The use of the neuter singular pronoun to refer to Borrower or City shall be deemed a proper reference even though Borrower or City may be an individual, a partnership, a corporation, or a group of two or more individuals or corporations . The necessary grammatical changes required to make the provisions of this Loan Agreement apply in the plural sense where there is more than one Borrower and the corporations, associations, partnerships, or individuals, males or females , shall in all instances be assumed as though in each fully e x pressed . SECTION 7.11 : NON-RECOURSE TO BORROWER Notwithstanding anything contained herein or in the Trust Deed to the contrary, it is understood and agreed that the liability of the Borrower for the repayment of the indebtedness evidence by this Note and the performance of the obligations secured by the Trust Deed (the "Secured Obligations") shall be limited solely to the Collateral , and that the City waives any right to seek or obta in a deficiency judgment against the Borrower, Borrower's partners, and the officers, directors, members, pa rtners, shareholders, or employees of Borrower's partners , and agrees that it will look solely to the Collateral for, and that no other property or assets of the Borrower shall be subject to, levy, execution or other enforcement procedure for the satisfaction of the remedies of the City, or for any paym ent required to be made under this Note or for the performance of any of the Secure d Obligations; provided that the foreg o ing no n-recourse provisions (i) shall not constitute a release, forgiveness , waiver or remiss ion of the Secured 17 Obligations, but rather evidence City's agreement not to sue Borrower for any deficiency with respect to the Secured Obligations that may remain unpaid after City's realizati on upon the Collateral, and (ii) shall not limit the right of the City to name the Borrower as a party in any action or suit for foreclosure and sale under the Trust Deed or any other document executed in connection herewith to the extent necessary for foreclosure judgments or other realization upon the Collateral. Notwithstanding the foregoing provisions of this Section 7 .11, Borrower shall be personally liable and shall not be exculpated for any deficiency, loss or damage suffered by City, including City's reasonable attorney's fees and costs, resulting from Borrower's (a) fraud, intentional misrepresentation or gross negligence in connection with the transactions contemplated by the Loan Agreement; (b) waste or deterioration of the Collateral prior to an event of default hereunder; (c) misappropriation of any insurance proceeds payable to City under the Trust Deed; or (d) failure to pay any ta xes, assessments or other charges which could create liens on any of the Collateral which are or could become senior to the liens of the City, or any other liens arising from the consensual acts of Borrower directly, but not otherwise, which are or could become senior to the liens of City in such Collateral, excluding any such consensual liens appearing in City's title insurance policy issued in connection herewith. Nothing herein shall be construed to impose any liability on the Investment Member with respect to the Secured Obligations. SECTION 7.12: REPRESENTATION REGARDING ETHICAL STANDARDS FOR CITY OFFICERS AND EMPLOYEES AND FORMER CITY OFFICERS AND EMPLOYEES Borrower represents as to itself that it has not: ( 1) provided an illegal gift or payoff to a City officer or employee or former City officer or employee, or his or her relative or business entity; (2) retained any person to solicit or secure this contract upon an agreement or understanding for a commission, percentage, or brokerage or contingent fee, other than bona fide employees or bona fide commercial selling agencies for the purpose of securing business; (3) knowingly breached any of the ethical standards set forth in City's conflict of interest ordinance, Chapter 2.44, Salt Lake City Code; or (4) knowingly influenced, and hereby promises that it will not knowingly influence, a City officer or employee or former City officer or employee to brea ch any of the ethical standards set forth in City's conflict of interest ordinance, Chapter 2.44, Salt Lake City Code . 18 EXHIBIT "B" TO LOAN AGREEMENT USE OF PROCEEDS Borrower will use the proceeds of the $1,000,000 loan it receives from Salt Lake City Corporation's Housing Trust Fund for the development of the Garden Lofts Apartment Project located at 154 West 600 South in Salt Lake City, Utah as follows: ITEM AMOUNT Development of multi-family apartment units 1,000,000 TOTAL $1,000,000 19 Exhibit 6 Recorded Deed of Trust ERIN MENDENHALL DEPARTMENT of COMMUNITY Mayor and NEIGHBORHOODS Blake Thomas Director SALT LAKE CITY CORPORATION 451 SOUTH STATE STREET, ROOM 404 WWW.SLC.GOV P.O. BOX 145486, SALT LAKE CITY, UTAH 84114-5486 TEL 801.535.6230 FAX 801.535.6005 CITY COUNCIL TRANSMITTAL __________________________________ Date Received: _________________ Lisa Shaffer, Chief Administrative Officer Date sent to Council: _________________ ______________________________________________________________________________ TO: Salt Lake City Council DATE: Amy Fowler, Chair FROM: Blake Thomas, Director, Department of Community & Neighborhoods __________________________ SUBJECT: Garden Lofts Income Averaging Request & Subordination Request STAFF CONTACT: Amanda Best, Housing Development Program Specialist HAND 801-535-7698, Amanda.Best@slcgov.com DOCUMENT TYPE: Resolution RECOMMENDATION: Request #1: Income Averaging Housing Trust Fund Advisory Board (HTFAB) recommends approving the income averaging amendment to the Garden Lofts Loan. Request #2: Amend Loan to Subordinate to New Loan (Citibank) Housing Trust Fund Advisory Board (HTFAB) recommends approving the additional loan with Citibank and subordinating to Citibank, putting the City’s Housing Trust Fund loan in third position. BUDGET IMPACT: No budget impacts, this request for an adjustment in income restrictions for the rental units and movement in priority of loan. BACKGROUND/DISCUSSION: Wasatch Residential Group, the managing group of Garden Lofts, currently has an $1,000,000 loan from the Housing Trust Fund (HTF) to develop an all affordable multifamily construction project on 3.18 acres of property in downtown Salt Lake City. This development consists of 272 May 4, 2021 Lisa Shaffer (May 5, 2021 12:24 MDT) 05/05/2021 05/05/2021 units, all at or below 60% of Area Median Income (AMI). The loan was recorded on December 14, 2017. The loan was provided using HTF. The development is currently in payback period and is in good standing. The current principal balance is $1,000,000 and accrued interest is $12,500. According to the Promissory Note the term is 38 years, with the first three years borrower paying interest only, and the first payment of $75,000 due on April 1, 2021. Garden Lofts Apartment information can be found at https://www.gardenloftsisyourhome.com. The address is 154 West 600 South, Salt Lake City, UT 84101, located in District 4 under Councilmember Ana Valdemoros. Request #1: Income Averaging According to the City HTF loan documents all units must serve residents at or below 60% AMI based on tenant income verification. Wasatch Residential Group is requesting a change in the loan documents to move from all units at or below 60% AMI to an income averaging of all units. The result would be that the average income level of the entire development will be 60% AMI. Income averaging would allow the housing complex to offset costs within the adjusted range of rents rather than utilizing more subsidy, creating units that have a higher AMI and units that have a lower AMI. As seen in Table 1 and Table 2 below, the units were originally required to serve tenants at or below 60% AMI. With income averaging, the units would be adjusted to allow households ranging from 40% AMI to 80% AMI. However, when contemplating the entire development, the average renter household income will still be 60% AMI. The higher rents collected from households with greater income will offset the deeply affordable rents within the housing complex without the need of more subsidy. The income averaging approach does not create a change in the overall project budget nor in underwriting. This process has recently been approved by Utah Housing Corporation (UHC) and the Low-Income Housing Tax Credit (LIHTC). The Wasatch Residential Group’s LIHTC and Land Use Restriction Agreement (LURA) has already been adjusted to include income averaging for Garden Lofts Apartments. Because this change has taken place in the LIHTC LURA, Wasatch Residential Group is currently out of compliance with the City loan agreement, and thus requesting to make this change. The Federal Consolidated Appropriations Act of 2018 was signed into law on March 23, 2018 and established Income Averaging (IA) as a third minimum set-aside election for Housing Credit (HC) developments. This new election allows developments to designate units as low as 20%, and up to 80% of AMI as long as the average AMI level of the HC units in the project, as defined in line 8b on IRS Form 8609, is 60% or less of AMI. Income averaging is becoming popular with affordable housing funding and is allowable under the County, State, and LIHTC rules and ordinances. This shift would allow for more variety within rents and could allow for a deeper affordability throughout the development, while still receiving needed income from the higher affordability limit. Request #2: Amend Loan to Subordinate to New Loan (Citibank) The original subordination agreement has Salt Lake City Housing Trust Fund Loan in the second position behind Citibank and in front of Olene Walker Housing Loan Fund. The development is currently leased up. The current HTF loan states that the borrower cannot add additional funding after the original loan is in place. Wasatch Residential Group is requesting permission to assume an additional loan, and is asking the City to subordinate its second lien position, placing the new Citibank loan in second lien position, the City in third lien position, and Olene Walker Housing Loan Fund in fourth position. This request was heard by the Olene Walker Housing Loan Fund board on January 28, 2021 in which the board approved the request to subordinate to the Citibank loan. Wasatch Residential Group intends to use the new loan to offset unexpected costs resulting from higher than expected construction costs of the development. The additional loan will allow Wasatch Residential Group to decrease the amount of deferred developer fee for the Garden Lofts Development. Borrower Information: Wasatch Residential Group has an extensive portfolio including both affordable and market rate multi-family housing throughout the Western United States. Wasatch owns/manages over 24 apartment communities in Utah. This group is responsible for developing over 7,600 units and $1 billion in multifamily construction. Here in Salt Lake, they are responsible for constructing and managing Providence Place, Enclave, and 600 Lofts, all affordable housing developments. Wasatch has current Housing Trust Fund financing on both Providence Place and 600 Lofts. In addition, their management affiliate, Wasatch Property Management, currently manages 70 apartment communities around the Western United States. Proposed Loan Amendment: Request #1: Income Averaging When the Federal Consolidated Appropriations Act of 2018 passed allowing income averaging to be an approach to providing affordable housing, Wasatch worked with Utah Housing Coalition to have the Land Use Restricted Agreement (LURA) allow for income averaging. The change would allow for certain rents to increase to 80% AMI and others lower to 40% AMI to allow for the average income of all tenants to be 60% AMI. The unit mix adjustment is in the updated LURA and is represented in the table below. TABLE A: Housing Unit/AMI Mix Current: Type # of Units Income Limits 1 Bed 1 Bath 3 at or below 60% AMI 2 Bed 2 Bath 2 at or below 60% AMI 1 Bed 1 Bath 36 at or below 60% AMI 2 Bed 2 Bath 16 at or below 60% AMI Studio 20 at or below 60% AMI 1 Bed 1 Bath 81 at or below 60% AMI 2 Bed 1 Bath 49 at or below 60% AMI 3 Bed 2 Bath 13 at or below 60% AMI 1 Bed 1 Bath 28 at or below 60% AMI 2 Bed 2 Bath 14 at or below 60% AMI 1 Bed 1 Bath 7 at or below 60% AMI 2 Bed 2 Bath 3 at or below 60% AMI TABLE B: Housing Unit/AMI Mix Proposed: Type # of Units Income Limits 1 Bed 1 Bath 3 80% AMI 2 Bed 2 Bath 2 80% AMI 1 Bed 1 Bath 36 70% AMI 2 Bed 2 Bath 16 70% AMI Studio 20 60% AMI 1 Bed 1 Bath 81 60% AMI 2 Bed 1 Bath 49 60% AMI 3 Bed 2 Bath 13 60% AMI 1 Bed 1 Bath 28 50% AMI 2 Bed 2 Bath 14 50% AMI 1 Bed 1 Bath 7 40% AMI 2 Bed 2 Bath 3 40% AMI This shift would increase the income limits on 57 units to 70% AMI and 80% AMI. This change would not affect the original terms or underwriting of the loan according to Housing Trust Fund Policies and Procedures. HTFAB met on February 3, 2021 to review this request with the developer. Request #2: Amend Loan to Subordinate to New Loan (Citibank) Wasatch Residential Group is also in the process of receiving an additional loan from their primary lender, Citibank. This loan is to offset developer fee costs and other costs that have increased this last year. The additional loan would take second position behind the first Citibank loan, moving the Salt Lake City Housing Trust Fund loan to third position. The current loan states that, “The borrower shall neither create nor suffer to exist any mortgage, pledge, lien, charge or encumbrance… except as of record of disclosed to the City in writing prior to the making of the loan hereunder.” The amendment to add a loan would contradict that section, thus the loan will have to be amended for that section as well. The additional loan has not yet closed and is scheduled to close after all approvals have been received. As of January 28, 2021 the Olene Walker Loan Fund has approved this additional loan. The additional Citibank loan would be for $1,200,000, is not tax exempt and requires hard payments. Wasatch Residential Group is requesting that Salt Lake City amend the subordination agreement to include the additional loan and move to third lien position. A new Deed of Trust and an amendment to the Loan would also be needed. Board Approval: Request #1: The HTFAB recommended approval of amending the Garden Lofts HTF Loan to allow for income averaging across the development to 60% AMI on November 4, 2020. Request #2: The HTFAB recommended approval of amending the Garden Lofts HTF Loan to accept the additional Citibank Loan on February 3, 2021. This would move Salt Lake City to third in line for repayment. PUBLIC PROCESS: HTFAB held a public meeting and reviewed the Income Averaging request on November 4, 2020 and the Subordination Amendment on February 3, 2021. The board unanimously recommended approval of both amendments. No other public process is required. EXHIBITS: 1. Resolution 2. Updated LURA 3. Draft Subordination Agreement 4. Recorded Subordination Agreement 5. Recorded HTF Loan 6. Recorded Deed of Trust Exhibit 1 Resolution RESOLUTION NO. _____ OF 2021 Authorizing a loan amendment from Salt Lake City’s Housing Trust Fund To Garden Lofts Holdings, LP WHEREAS, Salt Lake City Corporation (the “City”) has a Housing Trust Fund to encourage affordable and special needs housing development within the City; and WHEREAS, Garden Lofts Holdings, LP (the “Borrower”), has an existing loan (the “Loan”) for the construction and long-term financing of an affordable multifamily housing development with 272 units (the “Project”) located at 154 West 600 South, Salt Lake City, Utah (the “Property”); and WHEREAS, the Project construction is complete; and WHEREAS, the Borrower has requested that the terms of the Loan be amended as described on the attached term sheet (the “Term Sheet”); and WHEREAS, on November 4, 2020 and February 3, 2021, the Housing Trust Fund Advisory Board (the “Board”) recommended approval of the loan amendment as set forth on the Term Sheet; and WHEREAS, the City recommends the loan amendment described on the attached Term Sheet based on its underwriting of the Project. NOW THEREFORE, BE IT RESOLVED by the City Council of Salt Lake City, Utah: 1. That the City Council hereby approves amending the existing loan documents as set forth on the Term Sheet, subject to revisions that do not materially adversely affect the rights and obligations of the City hereunder. 2. That Erin Mendenhall, Mayor of Salt Lake City, Utah, on behalf of Salt Lake City Corporation is hereby authorized to negotiate and execute the requisite loan documents and any other relevant documents consistent with the Term Sheet, and incorporating such other terms and agreements as recommended by the City Attorney’s Office, and to act in accordance with their terms. Passed by the City Council of Salt Lake City, Utah, this __________ day of ____________, 2021. SALT LAKE CITY COUNCIL By CHAIR ATTEST: CITY RECORDER Approved As To Form Salt Lake City Attorney’s Office By: ____________________________ Kimberly K. Chytraus Date: __________________________ March 24, 2021 Loan Amendment Term Sheet Project: Garden Lofts Borrower: Garden Lofts Holdings, LP Address: 154 West 600 South Loan Amount: $1,000,000 Loan Maturity: 38-year term Interest Rate: 2.5% simple interest per annum Interest Accrual: Current interest accrual is $12,500 (payments are current) Repayment Terms: Payment is interest only for the first 3 years. First payment is due April 1, 2021 in the amount of $75,000. Then surplus cash payments. Collateral and Priority: Current – Second priority Deed of Trust behind Citibank Amendment – Third priority Deed of Trust behind Citibank (Original Citibank loan and new Citibank loan) (Olene Walker Housing Loan Fund has a loan that is junior to the City) Conditions: Standard loan conditions approved by City Attorney’s Office Unit Affordability Requirements: Current – All units are 60% Area Median Income (AMI) or below Amendment – All units income average to 60% AMI or below (range from 20% AMI – 80% AMI) Exhibit 2 Updated LURA 2.Set-Aside Election. The Project Owner agrees that all 272 units of the Project shallbe restricted as provided for herein and in paragraph 13. The Project Owner agrees that for each taxable year in the extended use period, as defined in IRC § 42, 40% or more of the residential units in the Project are both rent restricted, as defined in IRC §42, and occupied by individuals (hereinafter "low-income tenants") whose income does not exceed the imputed income limitation designated by the Project Owner with respect to the respective unit. The average of the imputed income limitation designated by the Project Owner shall not exceed 60% of the area median gross income, as more specifically provided in paragraph 13, with respect to the county in which the Project is located, as annually determined and published by H.U.D. 13.Rent and Incom e Limits. The Project Owner agrees that 272 units of the Project will be leased, throughout the extended use period as set forth in paragraph 9 above, (i) for a maximum monthly rental fee which is affordable to the tenants residing therein ( as calculated below), and (ii) to individuals whose annual income (as defined under Section 8 of the United States Housing Act of 193 7), aggregated for all individuals residing in a given unit, does not exceed the percentages set forth below of area median income for the county in which the unit is located: Units T\rpe Income Limits 3 1 bedroom 1 bath units 80% of area median income 2 2 bedroom 2 bath units 80% of area median income 36 1 bedroom 1 bath units 70% of area median income 16 2 bedroom 2 bath units 70% of area median income 20 Studio units 60% of area median income 81 1 bedroom 1 bath units 60% of area median income 49 2 bedroom 2 bath units 60% of area median income 13 3 bedroom 2 bath units 60% of area median income 28 1 bedroom 1 bath units 5 0% of area median income 14 2 bedroom 2 bath units 50% of area median income 7 1 bedroom 1 bath units 40% of area median income 3 2 bedroom 2 bath units 40% of area median income For purposes of determining the affordability of monthly rental payments, the maximum monthly rental fee is calculated as follows: a.First, multiply the monthly rent limit applicable to the unit as calculated by Utah Housing for the applicable year, based on bedroom size, based on 50% of area median income for the county in which the unit is located, by 2 (to arrive at a rental amount based on 100% of area median income); 2 1485082.2 Exhibit 3 Draft Subordination Agreement 21616387-v2 WHEN RECORDED MAIL TO: Citibank, N.A. Transaction and Asset Management Group 388 Greenwich Street, Trading 6th Floor New York, New York 10013 Attention: Tanya Jimenez Re: Garden Lofts Apartments Citi Deal ID No. 24974 FIRST AMENDMENT TO SUBORDINATION AND INTERCREDITOR AGREEMENT (SLC Corporation) THIS FIRST AMENDMENT TO SUBORDINATION AND INTERCREDITOR AGREEMENT (this “Amendment”) dated as of the ____ day of January, 2021, is made by and between SALT LAKE CITY CORPORATION, a municipal corporation of the State of Utah (“Junior Lender”), and CITIBANK, N.A., a national banking association (“Senior Lender”) and acknowledged by GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership (“Borrower”). R E C I T A L S A. Junior Lender, Senior Lender and Borrower entered into that certain Subordination and Intercreditor Agreement dated as of December 19, 2017, recorded with the Salt Lake County Recorder’s Office (the “Recorder’s Office”) as Entry No. 12684036, in Book 10631, Page 9114, relating to (1) a tax exempt loan made to Borrower in the aggregate maximum principal amount of $27,300,000, and (2) a certain junior loan made to Borrower by Junior Lender in the original principal amount of $1,000,000 (the “Junior Loan”) (as the same may be further amended from time to time, the “Original Agreement”); B. Junior Lender, Senior Lender and Borrower have agreed to amend the Original Agreement with respect to certain definitions pertaining to the Senior Loan thereunder to include a new taxable loan from Senior Lender to Borrower in the original principal amount of [$1,200,000], evidenced by the following: a certain Multifamily Permanent Note dated the date hereof in the amount of the Taxable Senior Loan made by Borrower to the order of Senior Lender, secured by a certain Subordinate Multifamily Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing dated as of January 1, 2021, granted by Borrower for the benefit of Senior Lender and to be recorded with the Recorder’s Office, and a certain Loan Covenant Agreement dated as of January 1, 2021, by and between Borrower and Senior Lender, and such other documents, agreements and instruments executed in connection therewith; and C. Capitalized terms used but not defined in this Amendment shall have the meanings given them in the Original Agreement, NOW THEREFORE, for TEN DOLLARS ($10.00) and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, Junior Lender, Senior Lender, and Borrower (collectively, the “Parties”) hereby agree as follows: First Amendment to Subordination and Intercreditor Agreement (SLC Corp) – Garden Lofts Apartments Page 2 1. The following new definitions are added to Section 1 of the Original Agreement: ““Senior Loan” means the Senior Loan, as defined in Recital A, together with that certain taxable loan from Senior Lender to Borrower in the original principal amount of [$1,200,000]. ““Senior Loan Agreement” means, collectively, the Borrower Loan Agreement, as defined in Recital B; the Construction Funding Agreement as defined in Recital D; and that certain Loan Covenant Agreement dated as of January 1, 2021, by and between Borrower and Senior Lender. ““Senior Note” means the Note, as defined in Recital B, together with that certain taxable Multifamily Permanent Note dated January [___], 2021, in the original principal amount of [$1,200,000] made by Borrower to the order of Senior Lender. ““Senior Security Instrument” means the Senior Security Instrument, as defined in Recital C, together with that certain Subordinate Multifamily Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing dated as of January 1, 2021, granted by Borrower for the benefit of Senior Lender and to be recorded with the Salt Lake County Recorder’s Office.” 2. In all other respects, the terms, provisions, and conditions of the Original Agreement, as hereby amended or modified, are hereby ratified and confirmed and shall remain in full force and effect. 3. This Amendment may be executed in any one or more counterparts and all so executed shall constitute one and the same instrument, binding on all parties, even though all parties are not signatory to the same document. [REMAINDER OF PAGE INTENTIONALLY LEFT BLANK] First Amendment to Subordination and Intercreditor Agreement (SLC Corp) – Garden Lofts Apartments Page S-1 IN WITNESS WHEREOF, the undersigned have caused this Amendment to be signed and delivered under seal by their respective duly authorized representatives as of the date set forth above. The undersigned intend that this Amendment shall be deemed signed and delivered as a sealed instrument. JUNIOR LENDER: SALT LAKE CITY CORPORATION, a Utah municipal corporation By: _________________________________________ Name: Erin Mendenhall Title: Mayor Approved as to Form Salt Lake City Attorney’s Office By: ________________________________ Name: _______________________________ Title: Senior City Attorney ATTEST: ______________________________________ ________________, Salt Lake City Recorder STATE OF UTAH COUNTY OF SALT LAKE On January __, 2021, before me, _______________________, personally appeared Erin Mendenhall who, personally known to me or proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her authorized capacity, and that by his/her signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. Signature _______________________________ of Notary Public First Amendment to Subordination and Intercreditor Agreement (SLC Corp) – Garden Lofts Apartments Page S-2 SENIOR LENDER: CITIBANK, N.A., a national banking association By: _____________________________ Name: Kathy Millhouse Title: Vice President Citi Deal ID No. 24974 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF CALIFORNIA COUNTY OF On __________________ before me, _______________________ (here insert name and title of the officer), personally appeared Kathy Millhouse who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature _______________________________ (Seal) First Amendment to Subordination and Intercreditor Agreement (SLC Corp) – Garden Lofts Apartments Page S-3 ACKNOWLEDGED AND AGREED AS OF THE DATE FIRST SET FORTH ABOVE: BORROWER: GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership By: Garden Lofts GP, LLC, a Utah limited liability company By: ______________________________ Name: Jeffrey S. Nielson Title: Manager STATE OF UTAH COUNTY OF SALT LAKE On January __, 2021, before me, _______________________, personally appeared Jeffrey S. Nielson who, personally known to me or proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her authorized capacity, and that by his/her signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. Signature _______________________________ of Notary Public Exhibit 4 Recorded Subordination Agreement WHEN RECORDED MAIL TO: Citibank, N.A. Transaction Management Group/Post Closing 390 Greenwich Street, 2nd Floor New York, New York 10013 Attention: Tanya Jimenez Re: Garden Lofts Apartments Deal No. 24974 RECORDED DEC 1 4 2017 CITY RECORDER SUBORDINATION AND INTERCREDITOR AGREEMENT l 7267 l l 4-v4 (SLC Corporation) PRO PrRTY OF SALT LAl<E CITY Rl:CC) <DE R'S OFFICE P.O . BOX l '.lS5 l 5 SALT LAl<E C ITY, UTAH 84 114 -55 1 5 SUBORDINATION AND INTERCREDITOR AGREEMENT (SLC Corporation) THIS SUBORDINATION AND INTERCREDITOR AGREEMENT (this "Agreement") dated as of December_, 2017, is made by and between SALT LAKE CITY CORPORATION, a municipal corporation of the State of Utah ("Junior Lender") and CITIBANK, N.A., a national banking association ("Senior Lender"), and acknowledged by GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership ("Borrower"). The date of this Agreement as set forth above is for reference purposes only, and this Agreement will not be effective and binding until the Closing Date (as defined in the Borrower Loan Agreement). RECITALS: A. Borrower has applied to the Utah Housing Corporation, an independent body politic and corporate constituting a public corporation, organized and existing under the laws of the State of Utah ("Governmental Lender"), for a loan (the "S enior Loan") for the acquisition, construction, development, equipping and/or operation of a 272-unit multifamily residential project located in the City and County of Salt Lake, Utah, known or to be known as Garden Lofts Apartments (the "Mortgaged Property"). B. The Senior Loan is evidenced by (i) that certain Multifamily Note, dated as of the Closing Date, in the maximum principal amount of [$26,330,000] made by Borrower payable to the order of Governmental Lender (the "Note"), and (iii) that certain Borrower Loan Agreement, dated as of December 1, 2017, by and between Borrower and Governmental Lender (the "Borrower Loan Agreement"). C. The Senior Loan is secured by, among other things, that certain Multifamily Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing, dated as of December 1, 2017, executed by Borrower for the benefit of Governmental Lender ( as the same may from time to time be extended, consolidated, substituted for, modified, increased, amended and supplemented, the "Senior Security Instrument"), recorded in the office of the Salt Lake County Recorder as Entry No. __ in Book __ , at Pages ___ , which Senior Security Instrument encumbers the Mortgaged Property. D. Borrower has requested that Senior Lender enter into that certain Funding Loan Agreement (the "Funding Loan Agreement"), dated as of December I , 2017, by and among Governmental Lender, U.S. Bank National Association, a national banking association organized and existing under the laws of the United States of America, as fi scal agent, and Senior Lender, pursuant to which Funding Lender will make a loan to Governmental Lender (the "Funding Loan"), the proceeds of which will be used to make the Senior Loan to Borrower pursuant to the Borrower Loan Agreement. The Senior Loan will be advanced to Borrower pursuant to that certain Construction Funding Agreement, dated as of December 1, 2017, by and between Borrower and Senior Lender (the "Construction Funding Agreement"). E. The Note, the Senior Security Instrument, the Borrower Loan Agreement, the Funding Loan Documents (as defined in the Funding Loan Agreement) and all other Senior Loan Subo rd ination and lntercredito r Agreement (SLC Corporation) PROPERTY OF SALT LAl<E CITY RECORDER 'S OFF ICE P.O . BOX 145515 SALT LAKE CITY, UTAH 84 114-5515 Lofts Apartments Documents (as hereinafter defined) have each been assigned by Governmental Lender to Senior Lender to secure the Funding Loan. F. Junior Lender is making a loan (the "Junior Loan") to Borrower in the original principal amount of $1,000,000 under its Housing Trust Fund Program, which Junior Loan is evidenced by a certain Promissory Note, dated as of the date hereof, made by Borrower to Junior Lender (the "Junior Note") and secured by, the Junior Security Instrument (as hereinafter defined) encumbering the Property, and will be advanced to Borrower pursuant to that certain Loan Agreement (the "Junior Loan Agreement") dated as of the date hereof between Borrower and Junior Lender. G. As a condition to the making of the Senior Loan, Senior Lender requires that Junior Lender execute and deliver this Agreement prior to the making of the Junior Loan and the granting of the Junior Security Instrument by Borrower. NOW, THEREFORE, for Ten Dollars ($10.00) and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, and to induce the making of the Senior Loan and to induce Senior Lender to consent to the Junior Loan and the Junior Security Instrument, Junior Lender hereby agrees as follows: 1. Definitions. Capitalized terms used but not defined in this Agreement shall have the meanings ascribed thereto in the Senior Security Instrument. As used in this Agreement, the terms set forth below shall have the respective meanings indicated: "Bankruptcy Proceeding" means any bankruptcy, reorganization, insolvency, composition, restructuring, dissolution, liquidation, receivership , assignment for the benefit of creditors, or custodianship action or proceeding under any federal or state law with respect to Borrower, any guarantor of any of the Senior Indebtedness, any of their respective properties, or any of their respective partners, members, officers, directors, or shareholders. "Casualty" means the occurrence of damage to or loss of any of the Property by fire or other casualty. "Condemnation" means any proposed or actual condemnation or other taking, or conveyance in lieu thereof, of all or any part of the Property, whether direct or indirect. "Enforcement Action" means any exercise of any of Junior Lender's remedies under the Junior Security Instrument or any of the other Junior Loan Documents, including, without limitation, any of the following: (i) the acceleration of all or any part of the Junior Indebtedness, (ii) the commencement of any judicial or non-judicial action of proceeding to enforce any obligation of Borrower under any of the Junior Loan Documents, collect any monies payable to Borrower or have a receiver appointed to collect any monies payable to Borrower, or foreclose the lien(s) created by the Junior Security Instrument, (iii) the filing or joining in the filing of any involuntary Bankruptcy Proceeding against Borrower or any person or entity which owns a direct or indirect interest in Borrower, (iv) the advertising of or commencement of any foreclosure or trustee's sale proceedings, (v) the exercise of any power of sale, (vi) the acceptance of a deed or assignment in lieu of foreclosure or sale, (vii) the collecting of Rents , (viii) the obtaining of or seeking of the appointment of a receiver, (ix) the seeking of default PROPERTY OF SALT LAKE CITY RECORDER'S OFFICE Subordination and lntercredi tor Agreement (S LC Corporation ) 2 P.O . BOX 145515 Garden Lofts Apartments SALT LAKE CITY, UTAH 84114-5515 interest, (x) the taking of possession or control of any of the Property, (xi) the commencement of any suit or other legal, administrative, or arbitration proceeding base d upon the Juni or Note or any other of the Junior Loan Documents, (xii) the exercising of any banker's lien or rights of set- off or recoupme nt, or (xiii) the taking of any other enforcement action against Borrower, any other party liable for any of the Junior Indebtedness or obligated under any of the Junior Loan Documents, or the Property. "Enforcement Action Notice" means a written notice from Junior Lender to Senior Lender, given following a Junior Loan Default and the expiration of any notice or cure periods provided for such Junior Loan Default in the Junior Loan Documents, setting forth in reasonable detail the Enforcement Action proposed to be taken by Junior Lender. "Junior In debtedness" means all indebtedness of any kind at any time evidenced or secured by, or arising under, the Junior Loan Documents, whether incurred, arising or accruing before or after the filing of any Bankruptcy Proceeding. "Junior Loan Defaulf' means any act, failure to act, event, condition, or occurrence which constitutes, or which with the giving of notice or the passage of time, or b oth, would constitute, an "Event of Default" as defined in the Junior Security Instrument. "Junior Loan Documents" means, collectively, the Junior Note, the Junior Security Instrument, the Junior Loan Agreement and all other documents evidencing, securing or delivered in connection with the Junior Loan, all of which are listed on Exhibit B attached hereto , together with such modifications, amendments and supplements thereto as are approved in writing by Senior Lender prior to their execution. "Junior Security Instrum ent" means that certain Trust Deed with Assignment of Rents, dated as of the date hereof, made by Borrower for the benefit of Junior Lender, as the same may from time to time be extended, consolidated, substituted for, modified, amended or supplemented upon receipt of the consent of Senior Lender. "Loss Proceeds" means all monies received or to be received under any insurance p olicy, from any condemning authority, or from any other source, as a result of any Condemnation or Casualty. "Property" means (i) the land and improvements known or to be known as Garden Lofts Apartments and located in the City and County of Salt Lake, State of Utah, which Property is more particularly described on Exhibit A attached hereto, and (ii) all furniture, fixtures and equipment located at such apartments and other property, accounts, depo sit s and rights and interests of Borrower encumbered by the Senior Security Instrument and/or the other Senior Loan Documents. "Sen ior Indebtedness" means all indebtedness of any kind at any time evidenced or secured by, or arising under, the Senior Loan Documents, whether incurred, arising or accruing before or after the filing of any Bankruptcy Proceeding. "Senior Loan Do cuments" means, collectively, the Senior Security Instrument, the Senior Note, the Senior Loan Agreement and all of the oth~r:. documents , instruments and agreements now or hereafter evidencing, securing or otherwise 11JJ8{eg:ih 9crJt~HibB,~th the Senior Loan, 11 l fhCORDER'S OFF ICE P.O. BOX 1 45515 Subordination and lntercreditor Agree ment (S LC Corporatio n) 3 SALT LAKE CITY, UTAH 841 bli\-a~5.Jt§ Apartments as the same may from time to time be extended, consolidated, substituted for , modified, increased, amended and supplemented in accordance with the provisions of this Agreement. "Senior Loan Default" means any act, failure to act, event , condition, or occurrence which constitutes an "Event of Default" as defined in the Senior Security Instrument. 2. Junior Loan and Junior Loan Documents are Subordinate; Acts by Senior Lender do not Affect Subordination. (a) Junior Lender hereby covenants and agrees on behalf of itself and its successors and permitted assigns that the Junior Indebtedness is and shall at all times continue to be, subordinate, subject and inferior (in payment and priority) to the prior payment in full of the Senior Indebtedness, and that the liens, rights, payment interests, priority interests and security interests granted to Junior Lender in connection with the Junior Loan and under the Junior Loan Documents are, and are hereby expressly acknowledged to be in all respects and at all times , subject, subordinate and inferior in all respects to the liens, rights, payment , priority and security interests granted to Senior Lender under the Senior Loan and the Senior Loan Documents and the terms, covenants, conditions, operations and effects thereof. (b) Except as expressly set forth herein, repayment of the Junior Indebtedness, is and shall be postponed and subordinated to repayment in full of the Senior Loan. Prior to a Senior Loan Default (regardless of whether such Senior Loan Default occurs prior to or during the pendency of a Bankruptcy Proceeding), Junior Lender shall be entitled to receive and retain payments made pursuant to and in accordance with the terms of the Junior Loan Documents; provided, however, that no such payment is made more than ten (10) days in advance of the due date thereof. Junior Lender agrees that from and after such time as it has received from either Senior Lender or Borrower written notice that a Senior Loan Default then exists (which has not been expressly waived in writing by Senior Lender), Junior Lender shall not receive or accept any payments under the Junior Loan. If (i) Junior Lender receives any payment, property, or asset of any kind or in any form on account of the Junior Indebtedness (including, without limitation, any proceeds from any Enforcement Action) after a Senior Loan Default of which Junior Lender has been given notice of, or (ii) Junior Lender receives, voluntarily or in voluntarily, by operation of law or otherwise, any payment, property, or asset in or in connection with any Bankruptcy Proceeding, such payment, property, or asset will be received and held in trust for Senior Lender. Junior Lender will promptly remit, in kind and properly endorsed as necessary, all such payments, properties, and assets to Senior Lender. Senior Lender shall apply any payment, asset, or property so received from Junior Lender to the Senior Indebtedness in such order, amount (with respect to any asset or property other than immediately available funds), and manner as Senior Lender shall determine in its sole and absolute discretion. (c) Without limiting the complete subordination of the Junior Indebtedness to the payment in full of the Senior Indebtedness, in any Bankruptcy Proceeding, upon any payment or distribution (whether in cash, property, securities, or otherwise) to creditors (i) the Senior Indebtedness shall first be paid in full in cash before Junior Lender shall be S ubordination a nd lntercredi tor Agreement (SLC Corporati on) PROPERTY OF SALT LAl<E 4 C ITY RECORDER'S OFFICE Ga rden Lo ft s Apartments P.O BOX 145515 SALT LAKE C ITY, UTAH 84114~55 15 entitled to receive any payment or other distribution on account of or in respect of the Junior Indebtedness, and (ii) until all of the Senior Indebtedness is paid in full in cas h , any payment or distribution to which Junior Lender would be entitled but for this Agreement (whether in cash, property, or other assets) shall be made to Senior Lender. (d) The subordination of the Junior Indebtedness shall continue in the event that any payment under the Senior Loan Documents (whether by or on behalf of Borrower, as proceeds of security or enforcement of any right of set-off or otherwise) is for any reason repaid or returned to Borrower or its insolvent estate, or avoided, set aside or required to be paid to Borrower, a trustee, receiver or other similar party under any bankruptcy, insolvency, receivership or similar law. In such event, the Senior Indebtedness or part thereof originally intended to be satisfied shall be deemed to be reinstated and outstanding to the extent of any repayment, return, or other action, as if such payment on account of the Senior Indebtedness had not been made. (e) The subordination of the Junior Loan Documents and of the Junior Indebtedness shall apply and continue notwithstanding (i) the actual date and time of execution, delivery, recording, filing or perfection of the Senior Security Instrument and other Senior Loan Documents and of the Junior Security Instrument and other Junior Loan Documents, and (ii) the availability of any collateral to Senior Lender, including the availability of any collateral other than the Property. (f) By reason of, and without in any way limiting, the full subordination of the Junior Indebtedness and the Junior Loan Documents provided for in this Agreement, all rights and claims of Junior Lender under the Junior Security Instrument or under the Junior Loan Documents in or to the Property or any portion thereof, the proceeds thereof, the Leases thereof, the Rents, issues and profits therefrom, and the Loss Proceeds payable with respect thereto, are expressly subject and subordinate in all respects to the rights and claims of Senior Lender under the Senior Loan Documents in and to the Property or any portion thereof, the proceeds thereof, the Leases thereof, the Rents , issues and profits therefrom, and the Loss Proceeds payable with respect thereto. (g) If Junior Lender, by indemnification, subrogation or otherwise, shall acquire any lien, estate, right or other interest in any of the Property (unless such interest is otherwise excluded from this Agreement as agreed to in writing by Senior Lender), that lien, estate, right or other interest shall be fully subject and subordinate to the receipt by Senior Lender of payment in full of the Senior Indebtedness, and to the Senior Loan Documents, to the same extent as the Junior Indebtedness and the Junior Loan Documents are subordinate pursuant to this Agreement. Junior Lender hereby acknowledges and agrees that Senior Lender may, without the consent or approval of Junior Lender, agree with Borrower to extend, consolidate, modify, increase or amend any or all the Senior Loan D ocuments and otherwise act or fail to act with respect to any matter set forth in any Senior Loan Document (including, without limitation, the exercise of any rights or remedies, waiver, forbearance or delay in enforcing any rights or remedies, the declaration of acceleration, the declaration of defaults or events of default, the release, in whole or in part, of any collateral or other Subordin ation and lnterc redi to r Agreement (SLC Corporation) 5 PROPERTY OF SALT LAl~E CITY RECORDER'S OFF ICE X 145515 Garden Lofts Apartments ~~L/L~l(E C ITY, UTAH 841 14-5515 property, and any consent, approval or waiver), and all such extensions, consolidations, modifications, amendments acts and omissions shall not release, impair or otherwise affect Junior Lender's obligations and agreements hereunder. Notwithstanding the foregoing or any contrary provision of this Agreement, except as otherwise currently set forth in the Senior Loan Documents, Senior Lender agrees that it will not, without Junior Lender's prior written consent in each instance: (i) change the term of the Senior Loan and/or the maturity date of the Senior Indebtedness, (ii) increase the principal amount of the Senior Note or the Senior Indebtedness other than increases pursuant to protective advances made by Senior Lender, or (iii) increase the interest rate payable under the Senior Note or the Senior Loan Documents. 3. Junior Lender Agreements. (a) Without the prior written consent of Senior Lender in each instance, Junior Lender shall not (i) amend, modify, waive, extend, renew or replace any provision of any of the Junior Loan Documents in any material manner, or (ii) pledge, assign, transfer, convey, or sell any interest in the Junior Indebtedness or any of the Junior Loan Documents; or (iii) accept any payment on account of the Junior Indebtedness other than a regularly scheduled payment of interest or principal and interest made not earlier than ten (10) days prior to the due date thereof; or (iv) take any action which has the effect of increasing the Junior Indebtedness; or (v) appear in, defend or bring any action in connection with the Property; or (vi) take any action concerning environmental matters affecting the Property. Regardless of any contrary provision in the Junior Loan Documents, Junior Lender shall not collect payments for the purpose of escrowing for any cost or expense related to the Property or for any portion of the Junior Indebtedness. (b) Junior Lender hereby agrees that Senior Lender may, at its option (but without any obligation to do so), at any time (including during the pendency of a Bankruptcy Proceeding), purchase the Junior Loan at par (and without liability for any prepayment premiums or liquidated damages set forth in the Junior Loan Documents). Such transfer and assignment of the Junior Loan shall be without representation or recourse, except that Junior Le nder shall represent that it is the sole holder of the Junior Loan, that it has authority to assign and convey the Junior Loan Documents, that, to the best of its knowledge, there are no defaults or breaches under the Junior Loan Documents, and as to the total amount then outstanding under the Junior Loan .. Junior Lender shall give Senior Lender a concurrent copy of each notice of a Junior Loan Default, Enforcement Action Notice or other material notice given by Junior Lender under the Junior Loan Documents. Notwithstanding any contrary provision in the Junior Loan Documents, Senior Lender shall have the right, but shall not have any obligation, to cure any Junior Loan Default until ninety (90) days following Senior Lender's receipt of an Enforcement Action Notice gi ven by Junior Lender as a consequence of the Junior Loan Default. Senior Lender shall not be subrogated to the rights of Junior Lender under the Junior Loan Documents by reason of Senior Lender hav ing cured any Junior Loan Default. However, Junior Lender acknowledges that all amounts advanced or expended by Senior Lender to cure a Junior Loan Default shall be added to and become a part of the Senior Indebtedness pursuant to the terms of the Senior Security Ins trument. Subordina tion and In tercreditor Agreement (SLC Corp ora tion) 6 PPOPERTY OF SALT LAl<E CITY RECORDER 'S OFF ICE P.O. BOX 145515 Garden Lofts A_partments SALT LAKE CITY, UTAH 84 1 14-55 I 5 (c) In the event and to the extent that each of Senior Lender and Junior Lender have under their respective loan documents certain approval or consent rights over the same subject matters (regardless of whether the obligations or rights are identical or substantially identical), Junior Lender shall have no right to object to any such action or approval taken by Senior Lender and shall consent thereto and be bound thereby. Without limiting the generality of the foregoing, Senior Lender shall have all approval, consent and oversight rights in connection with any insurance claims relating to the Property, any decisions regarding the use of insurance proceeds after a casualty loss or condemnation awards, the hiring or firing of property managers, or otherwise related in any way to the Property, and Junior Lender shall have no right to object to any such action or approval taken by Senior Lender and shall consent thereto and be bound thereby. ( d) Junior Lender agrees that in any action commenced to enforce the obligation of Borrower to pay any portion of the Junior Indebtedness, the judgment shall not be enforceable personally against Borrower or Borrower's assets, and the recourse of Junior Lender for the collection of the Junior Indebtedness shall be limited to actions against the Property and the rents, profits , issues, products, and income from the Property. (e) Junior Lender shall not commence or JOm with any other creditor in commencing any Bankruptcy Proceeding involving Borrower, and Junior Lender shall not initiate and shall not be a party to any action, motion or request, in a Bankruptcy Proceeding involving any other person or entity, which seeks the consolidation of some or all of the assets of Borrower into such Bankruptcy Proceeding. In the event of any Bankruptcy Proceeding relating to Borrower or the Property or, in the event of any Bankruptcy Proceeding relating to any other person or entity into which (notwithstanding the covenant in the first sentence of this clause) the assets or interests of Borrower are consolidated, then in either event, the Senior Loan shall first be paid in full before Junior Lender shall be entitled to receive and retain any payment or distribution in respect to the Junior Loan. Junior Lender agrees that (i) Senior Lender shall receive all payments and distributions of every kind or character in respect of the Junior Loan to which Junior Lender would otherwise be entitled, but for the subordination provisions of this Agreement (including without limitation , any payments or distributions during the pendency of a Bankruptcy Proceeding involving Borrower or the Property), and (ii) the subordination of the Junior Loan and the Junior Loan Documents shall not be affected in any way by Senior Lender electing, under Section 111 l(b) of the federal bankruptcy code, to have its claim treated as being a fully secured claim. In addition , Junior Lender hereby covenants and agrees that, in connection with a Bankruptcy Proceeding inv olving Borrower, neither Junior Lender nor any of its affiliates shall (i) make or participate in a loan facility to or for the benefit of Borrower on a basis that is senior to or pari passu with the liens and interests held by Senior Lender pursuant to the Senior Loan Documents, (ii) not vote affirmatively in favor of any plan of reorganization or liquidation unless Senior Lender has also voted affirmatively in favor of such plan, and (iii) not contest the continued accrual of interest on the Senior Indebtedness, in accordance with and at the rates specified in the Senior Loan Documents, both for periods before and for periods after the commencement of such Bankruptcy Proceedings. Junior Lender shall execute and deliver to Senior Lender powers of attorney, assignments or other instruments as may PROPERTY OF SALT LAl<E CITY RECORDER'S OFFICE Subordination and In tercreditor Ag reement (S LC Corporation) 7 P.O. BOX 1 45515 Garden Lofts ,}Partments SALT LAl<E CITY, UTAH 841 14-5015 be requested by Senior Lender in order to enable it to exercise the above-described authority or powers with respect to any or all of the Junior Loan Documents, and to collect and receive any and all payments or distributions which may be payable or deliverable at any time upon or with respect to any of the Junior Loan Documents to Junior Lender. (f) Junior Lender covenants and agrees that the effectiveness of this Agreement and the rights of Senior Lender hereunder shall be in no way impaired, affected, diminished or released by any renewal or extension of the time of payment of the Senior Loan, by any delay, forbearance, failure, neglect or refusal of Senior Lender in enforcing payment thereof or in enforcing the lien of or attempting to realize upon the Senior Loan Documents or any other security which may have been given or may hereafter be given for the Senior Loan, by any waiver or failure to exercise any right or remedy under the Senior Loan Documents, or by any other act or failure to act by Senior Lender. Junior Lender acknowledges that Senior Lender, at its sole option, may release all or any portion of the Property from the lien of the Senior Security Instrument, and may release or waive any guaranty, surety or indemnity providing additional collateral to Senior Lender, and Junior Lender hereby waives any legal or equitable right in respect of marshaling it might have, in connection with any release of all or any portion of the Property by Senior Lender, to require the separate sales of any portion of the Property or to require Senior Lender to exhaust its remedies against any portion of the Property or any other collateral before proceeding against any other portion of the Property or other collateral (including guarantees) for the Senior Loan. Senior Lender may pursue all rights and remedies available to it under the Senior Loan Documents, at law, or in equity, regardless of any Enforcement Action Notice or Enforcement Action by Junior Lender. Except as otherwise provided herein, at any time or from time to time and any number of times, without notice to Junior Lender and without affecting the liability of Junior Lender, (a) the time for payment of the Senior Indebtedness may be extended or the Senior Indebtedness may be renewed in whole or in part; (b) the time for Borrower's performance of or compliance with any covenant or agreement contained in the Senior Loan Documents, whether presently existing or hereinafter entered into , may be extended or such performance or compliance may be waived; (c) the maturity of the Senior Indebtedness may be accelerated as provided in the Senior Loan Documents; (d) any Senior Loan Document may be extended, consolidated, modified or amended b y Senior Lender and Borrower in any respect, including, but not limited to, an increase in the principal amount; and (e) any security for the Senior Indebtedness may be modified, exchanged, surrendered or otherwise dealt with or additional security may be pledged or mortgaged for the Senior Indebtedness. If, after the occurrence of a Senior Loan Default, Senior Lender acquires title to any of the Property pursuant to a mortgage foreclosure conducted in accordance with applicable law, the lien, operation, and effect of the Junior Security Instrument and other Junior Loan Documents automatically shall terminate with respect to such Property upon Senior Lender's acquisition of title. (g) Junior Lender acknowledges that it entered into the transactions contemplated by the Junior Loan Documents and made the Junior Loan to Borrower without reliance upon any information or advice from Senior Le nder. Junior Lender made its own underwriting analysis in connecp ~, ~t~,l~FJBµJ;g fl ~@,<l,11, its own credit C ITY RECORDEl~'S OFF ICE P.O. BOX 1455 15 S ub ordinatio n and lntercreditor Agreement (SLC Corporation) 8 SALT LAl<E C ITY, UTAH 8 da1ct"h4 bfft5 Ap~rtments review of Borrower, and investigated all matters pertinent, in Junior Lender's judgment, to its determination to make the Junior Loan to Borrower. Junior Lender acknowledges that it is a sophisticated, experienced commercial lender, and was represented by competent counsel in connection with this Agreement. (h) Junior Lender hereby represents and warrants that, as of the date hereof, the entire proceeds of the Junior Loan have been disbursed to Borrower. Junior Lender hereby further represents and warrants that: (i) Junior Lender is now the owner and holder of the Junior Loan Documents; (ii) the Juni.or Loan Documents are now in full force and effect; (iii) the Junior Loan Documents have not been modified or amended; (iv) no default or event which, with the passing of time or giving of notice would constitute a default, under the Junior Loan Documents has occurred; (v) the current outstanding principal balance of the Junior Indebtedness is $1,000,000; (vi) no scheduled monthly payments under the Junior Loan Documents have been or will be prepaid except with the prior written consent of Senior Lender; (vii) none of the rights of Junior Lender under any of the Junior Loan Documents are subject to the rights of any third parties, by way of subrogation, indemnification or otherwise; and (viii) there are no other Junior Loan Documents other than those listed on Exhibit B hereto. Borrower further represents and warrants that it has provided to Senior Lender a true, complete, and correct copy of all the Junior Loan Documents. 4. Standstill Agreement; Right to Cure Senior Loan Default. (a) Until such time as any of the Senior Indebtedness has been repaid in full and the Senior Security Instrument has been released and discharged, Junior Lender shall not without the prior written consent of Senior Lender, which may be withheld in Senior Lender's sole and absolute discretion, take any Enforcement Action, including, without limitation, (i) accelerate the Junior Loan, (ii) exercise any of Junior Lender's remedies under the Junior Security Instrument or any of the other Junior Loan Documents (including, without limitation, the commencement of any judicial or non-judicial action of proceeding (a) to enforce any obligation of Borrower under any of the Junior Loan Documents, (b) to collect any monies payable to Borrower, (c) to have a receiver appointed to collect any monies payable to Borrower; or (d) to foreclose the lien(s) created by the Junior Security Instrument) or (iii) file or join in the filing of any involuntary Bankruptcy Proceeding against Borrower or any person or entity which owns a direct or indirect interest in Borrower; provided, however, that such limitation on the remedies of Junior Lender shall not derogate or otherwise limit Junior Lender's rights, following an event of default under the Junior Loan Documents to (a) compute interest on all amounts due and payable under the Junior Loan at the default rate described in the Junior Loan Documents, (b) compute prepayment premiums and late charges, and (c) enforce against any person , other than Borrower and any guarantors or indemnitors under the Senior Loan Documents, any guaranty of the obligations of Borrower under the Junior Loan. (b) Senior Lender shall, simultaneously with the sending of any notice of a Senior Loan Default to Borrower, send to Junior Lender a copy of said notice under the Senior Loan Documents; prov ided, however, failure to do so s hall not affect the validity PROPERTY OF SALT LAl<c CITY RECORDER'S OFflCE Subordination a nd lntercreditor Ag reeme nt (S LC Corp oration) 9 P.O . BOX 145515 Garde n Lofts Af a rtments SALT LAKE CITY, UTAH 84114 -55 5 of such notice or any obligation of Borrower to Senior Lender and shall not affect the relative priorities between the Senior Loan and the Junior Loan as set forth herein. Borrower covenants and agrees to forward to Junior Lender, within three (3) business days of Borrower's receipt thereof, a copy of any notice of a Senior Loan Default Borrower receives from Senior Lender. (c) Junior Lender shall have the right, but shall have no obligation, to cure any Senior Loan Default; provided, if Junior Lender shall elect to cure any such Default, it shall so notify Senior Lender and shall commence and complete such curing within any applicable notice or grace period, if any, as Borrower is permitted by the terms of the Senior Loan Documents to cure such Senior Loan Default. Junior Lender shall not be subrogated to the rights of Senior Lender under the Senior Loan Documents by reason of Junior Lender having cured any Senior Loan Default. However, Senior Lender acknowledges that, to the extent so provided in the Junior Loan Documents, amounts advanced or expended by Junior Lender to cure a Senior Loan Default may be added to and become a part of the Junior Indebtedness. (d) Junior Lender agrees that, notwithstanding any contrary prov1s10n contained in the Junior Loan Documents, a Senior Loan Default shall not constitute a default under the Junior Loan Documents if no other default occurred under the Junior Loan Documents. (e) Junior Lender acknowledges that any conveyance or other transfer of title to the Property pursuant to a foreclosure of the Junior Security Instrument (including a conveyance or other transfer of title pursuant to the exercise of a power of sale contained in the Junior Security Instrument), or any deed or assignment in lieu of foreclosure or similar arrangement, shall be subject to the transfer provisions of the Senior Loan Documents; and the person (including Junior Lender) who acquires title to the Property pursuant to the foreclosure proceeding ( or pursuant to the exercise of a power of sale contained in the Junior Security Instrument) shall not be deemed to be automatically approved by Senior Lender. 5. Insurance. Junior Lender agrees that all original policies of insurance required pursuant to the Senior Security Instrument shall be held by Senior Lender. The preceding sentence shall not preclude Junior Lender from requiring that it be named as a loss payee, as its interest may appear, under all policies of property damage insurance maintained by Borrower with respect to the Property or that it be named as an additional insured under all policies of liability insurance maintained by Borrower with respect to the Property. Nothing in this paragraph shall affect the priority of payment of the proceeds of property damage insurance under the Senior Security Instrument. 6. Default. Junior Lender and Borrower acknowledge and agree that a default by either such party under this Agreement shall, at the sole option of Senior Lender, constitute a default under the Senior Loan Documents. Each party hereto acknowledges that in the event any party fails to comply with its obligations hereunder, the other parties shall have all rights available at law and in equity, including the right to obtain specific performance of the obligations of such defaulting party and injunctive relief. No failure or delay on the part of any Sub ordination and lnte rc reditor Agreement (S LC Corporation) 10 PROPERTY OF SALT LAl<E CITY RECORDER'S OFFICE P.O. BOX 1 45515 Garde n Lofts Apartments SALT LAl<E CITY, UTAH 84114-5515 party hereto in exercising any right, power or remedy hereunder shall operate as a waiver thereof, nor shall any single or partial exercise of any such right, power or remedy preclude any other or further exercise thereof or the exercise of any other right, power or remedy hereunder. 7. Enforcement Costs. Borrower agrees to reimburse Senior Lender for any and all costs and expenses (including reasonable attorneys' fees) incurred by Senior Lender in connection with enforcing its rights against Junior Lender under this Agreement. 8. Notices. Any notice which any party hereto may be required or may desire to give hereunder shall be deemed to have been given and shall be effective only if it is in writing and (i) delivered personally, (ii) mailed, postage prepaid, by United State registered or certified mail , return receipts requested, (iii) delivered by overnight express courier or (iv) sent by telecopier, in each instance addressed as follows: To Junior Lender: If to Senior Lender: With a copy to: Prior to the Conversion Date, with a copy to: City of Salt Lake PO Box 145488 451 South State Street, Room 406 Salt Lake City, Utah 84114 Attention: Housing & Neighborhood Development Facsimile: (801) 535-6131 Citibank, N .A . 388 Greenwich Street, 8th Floor New York, New York 10013 Attention: Transaction Management Group Re: Garden Lofts Apartments Deal No. 24974 Facsimile: (212) 723-8209 Citibank, N.A. 325 East Hillcrest Drive, Suite 160 Thousand Oaks , California 91360 Attention: Operations Manager/ Asset Manager Re: Garden Lofts Apartments Deal No. 24974 Facsimile: (805) 557-0924 Citibank, N.A. 388 Greenwich Street, 8th Floor New York, New York 10013 Attention: Account Specialist Re: Garden Lofts Apartments Deal No. 24974 Facsimile: (212) 723-8209 Following the Conversion Citibank N .A. Date, with a copy to: c/o Berkadia Commercial Servicing Department 323 Norristown Road, Suite 300 Ambler, Pennsylvania 19002 PROPERTY OF SALT LA!<E CITY RECORDER'S OFFICE Subordination and lnterc redito r Ag reement (S LC Corporati on) 11 P.O . BOX l 455 l 5 Gar d v.n Lofts J).pa rtmen ts SALT LAl<E CITY, UTAH tl4 1 14 -o..> 1 -i Attention: Client Relations Manager Re: Garden Lofts Apartments Deal No . 24974 Facsimile: (215) 328 -0305 And a copy of any notices Citibank, N.A. of default sent to: 388 Greenwich Street New York, New York 10013 Attention: General Counsel 's Office Re: Garden Lofts Apartments Deal No . 24974 Facsimile: (646) 291-5754 or at such other addresses or to the attention of such other persons as may from time to time be designated by the party to be addressed by written notice to the other in the manner herein provided. Notices, demands and requests given in the manner aforesaid shall be deemed sufficiently served or given for all purposes hereunder when received or when delivery is refused or when the same are returned to sender for failure to be called for. 9. WAIVER OF TRIAL BY JURY. TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW, EACH OF THE PARTIES HERETO (A) COVENANTS AND AGREES NOT TO ELECT A TRIAL BY JURY WITH RESPECT TO ANY ISSUE ARISING OUT OF THIS AGREEMENT OR THE RELATIONSHIP BETWEEN THE PARTIES THAT IS TRIABLE OF RIGHT BY A JURY AND (B) WAIVES ANY RIGHT TO TRIAL BY JURY WITH RESPECT TO SUCH ISSUE TO THE EXTENT THAT ANY SUCH RIGHT EXISTS NOW OR IN THE FUTURE. THIS W AIYER OF RIGHT TO TRIAL BY JURY IS SEPARATELY GIVEN BY EACH PARTY, KNOWINGLY AND VO LUNT ARIL Y WITH THE BENEFIT OF COMPETENT LEGAL COUNSEL. 10. Term. The term of this Agreement shall commence on the date hereof and shall continue until the earliest to occur of the following events: (i) the payment of all of the principal of, interest on and other amounts payable under the Senior Loan Documents; (ii) the payment of all of the principal of, interest on and other amounts payable under the Junior Loan Documents, other than by reason of payments which Junior Lender is obligated to remit to Senior Lender pursuant to the terms hereof; (iii) the acquisition by Senior Lender of title to the Property pursuant to a foreclosure, or a deed in lieu of foreclosure , of ( or the exercise of a power of sale contained in) the Senior Security Instrument; or (iv) the acquisition by Junior Lender of title to the Property pursuant to a foreclosure, or a deed in lieu of foreclosure , of ( or the exercise of a power of sale contained in) the Junior Security Instrument, but only if such acquisition of title does not violate any of the terms of this Agreement. Subordina tion and In terc redito r Ag reement (S LC Corporation) 12 PROPERTY OF StLT LAl<E CITY RECOF?DER'S OFFICE P.O. BOX l 45515 SALT LAKE C ITY, UTAH 84114-5515 Garden lofts Apa rtments 11. Miscellaneous. (a) Junior Lender shall, within ten (10) business days following a request from Senior Lender, provide Senior Lender with a written statement setting forth the then current outstanding principal balance of the Junior Loan, the aggregate accrued and unpaid interest under the Junior Loan, and stating whether, to the knowledge of Junior Lender, any default or event of default exists under the Junior Loan, and containing such other information with respect to the Junior Indebtedness as Senior Lender may require. Upon notice from Senior Lender from time to time, Junior Lender shall execute and deliver such additional instruments and documents, and shall take such actions, as are required by Senior Lender in order to further evidence or effectuate the provisions and intent of this Agreement. (b) This Agreement shall bind and inure to the benefit of all successors and assigns of Junior Lender and Senior Lender. Senior Lender may assign its interest in the Senior Loan Documents without notice to or consent of Junior Lender. Junior Lender may only assign its rights and interests hereunder following the prior written consent of Senior Lender, which consent may be withheld or conditioned in its sole and absolute discretion. (c) Senior Lender hereby consents to the Junior Loan and the Junior Loan Documents; provided, however, that this Agreement does not constitute an approval by Senior Lender of the terms of the Junior Loan Documents. Junior Lender hereby consents to the Senior Loan and the Senior Loan Documents; provided, however, that this Agreement does not constitute an approval b y Junior Lender of the terms of the Senior Loan Documents. (d) This Agreement may be executed in multiple counterparts, each of which shall constitute an original document and all of which together shall constitute one agreement. (e) IN ALL RESPECTS, INCLUDING, WITHOUT LIMITATION, MA TIERS OF CONSTRUCTION AND PERFORMANCE OF THIS AGREEMENT AND THE OBLIGATIONS ARISING HEREUNDER, THIS AGREEMENT HAS BEEN ENTERED INTO AND DELIVERED IN, AND SHALL BE CONSTRUED IN ACCORDANCE WITH AND GOVERNED BY, THE LAWS OF THE STATE WHERE THE PROPERTY IS LOCATED, WITHOUT GIVING EFFECT TO ANY PRINCIPLES OF CONFLICTS OF LAW. (f) Time is of the essence m the performance of every covenant and agreement contained in this Agreement. (g) If any provision or remedy set forth in this Agreement for any reason shall be held to be invalid, illegal or unenforceable in any respect, such invalidity, illegality or unenforceability shall not affect any other provision or remedy of this Agreement and this Agreement shall be construed as if such invalid, ill egal or unenforceable prov ision or Subordination and lntercreditor Agreement (SLC Collloration) 13 PROPERTY OF Sfa.LT l.Al<E CITY RECORDEr,?'S OFFICE P.O . BOX 145 515 SALT LAl<E CITY, UTAH @Wie1 lf-ts p1a!J11ents remedy had never been set forth herein, but only to the extent of such invalidity, illegality or unenforceability. (h) Each party hereto hereby represents and warrants that this Agreement has been duly authorized, executed and delivered by it and constitutes a legal, valid and binding agreement enforceable in all material respects in accordance with its terms. (i) Borrower hereby acknowledges and consents to the execution of this Agreement, and agrees to be bound by the provisions hereof that are applicable to Borrower. Solely as between Senior Lender and Junior Lender, all of the signatories below hereby agree that to the extent of any conflict between the terms and provisions of this Agreement and the terms and provisions of the Senior Loan Documents and/or the Junior Loan Documents respectively, the terms and provisions of this Agreement shall govern and control. By executing this Agreement in the place provided below, Borrower hereby (i) acknowledges the provisions hereof, (ii) agrees not to take any action inconsistent with Senior Lender's rights or Junior Lender's rights under this Agreement, (iii) waives and relinquishes to the maximum extent permitted by law any and all rights, defenses and claims now existing or hereinafter accruing relating to Junior Lender's forbearance from exercising any rights and remedies pursuant to Section 4 of this Agreement, including, without limitation, any defenses based on the statute of limitations or any equitable defenses, such as laches, and (iv) acknowledges and agrees that (A) this Agreement is entered into for the sole protection and benefit of Senior Lender and Junior Lender (and their respective successors, assigns and participants), and no other person (including Borrower) shall have any benefits, rights or remedies under or by reason of this Agreement, (B) nothing in thi s Agreement is intended, or shall be construed to , relieve or discharge the obligations or liabilities of any third party (including Borrower under the Senior Loan Documents and the Junior Loan Documents), (c) neither of them nor any of their affiliates shall be, or be deemed to be, beneficiaries of any of the provisions hereof or have any rights hereunder whatsoever, and (D) no provision of this Agreement is intended to , or shall be construed to , give any such third party (including Borrower) any right subrogating to the rights of, or action against, Senior Lender or Junior Lender. (j) No amendment, supplement, modification, waiver or termination of this Agreement shall be effective against any party unless such amendment, supplement, modification, waiver or termination is contained in a writing signed by such party. (k) No party other than Senior Lender and Junior Lender shall have any rights under, or be deemed a beneficiary of any of the provisions of, this Agreement. (1) Nothing herein or in any of the Senior Loan Documents or Junior Loan Documents shall be deemed to constitute Senior Lender as a joint venturer or partner of Junior Lender. 12. REPRESENTATION REGARDING ETHICAL STANDARDS FOR CITY OFFICERS AND EMPLOYEES AND FORMER CITY OFFICERS AND EMPLOYEES. Senior Lender and Borrower each represents , solely with respect to itself and its agents and Subordination a nd lnte rcredito r Agreem ent (SLC Corporation) 14 PROPERTY OF SALT LA!<E CITY RECORDER'S OfflCF P.O. BOX 145515 Garden Lofts Apartments SALT LAl<E CIW, UTAH 84114-5515 employees, that it has not: ( 1) provided an illegal gift or payoff to a City officer or employee or former City officer or employee, or his or her relative or business entity; (2) retained any person to solicit or secure this contract upon an agreement or understanding for a commission, percentage, or brokerage or contingent fee , other than bona fide employees or bona fide commercial selling agencies for the purpose of securing business; (3) knowingly breached any of the ethical standards set forth in City's conflict of interest ordinance, Chapter 2.44, Salt Lake City Code; or (4) knowingly influenced, and hereby promises that it will not knowingly influence, a City officer or employee or former City officer or employee to breach any of the ethical standards set forth in City's conflict of interest ordinance, Chapter 2.44, Salt Lake City Code 13. Attached Exhibits. The following Exhibits are attached to this Agreement and are incorporated by reference herein as if more fully set forth in the text hereof: Exhibit A -Legal Description Exhibit B -Junior Loan Documents Exhibit C-Modifications to Subordination and Intercreditor Agreement The terms of thi s Agreement are modified and supplemented as set forth in said Exhibits. To the extent of any conflict or inconsistency between the terms of said Exhibits and the text of this Agreement, the terms of said Exhibits shall be controlling in all respects. [REMAINDER OF PAGE INTENTIONALLY LEFT BLANK] Subordination and lntercreditor Agreement (SLC Corporation) 15 Pl~OPERTY OF SALT LA:<:: CITY f<ECORDE:R'S CF-ICE P.O . BOX 145515 SALT LAl<E Clfr, UTl"\HGag'zt f,~t P~'titt s IN WITNESS WHEREOF, the undersigned have duly executed and delivered this Subordination and Intercreditor Agreement or caused this Subordination and Intercreditor Agreement to be duly executed and delivered by their respective authorized representatives as of the date first set forth above. ATTEST: r STATE OF UTAH COUNTY OF SALT LAKE JUNIOR LENDER: SALT LAKE CITY CORPORATION, a Utah municipal corporation By: ~fl'),(?~ acquelineM.Biskupski,Mayor Approved as to Form Salt Lake City Attorney's Office By:m:KefuK nnberly K. Chytraus t9oil:'.:'. Attorney Date: \ 2D I] On December l3 2017 before me, ~ \ 1\"\0V\.t... rb\rl:\t)( , personally appeared Jacqueline M. Biskupski who, personally known to me or proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her authorized capacity, and that by his/her s ignature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. Signature ~ Subordination and lnte rcreditor Agree ment (S LC Co)l'.loration) of Notary Public NOTARY PUBLIC SIMONE BUTLER 697404 COMM ISSION EXPIRES OCTOBER 25, 2021 STATE OF UTAH S-1 P,,OPEr.Ty _)~ ! I I'\ Cl'IY l~ECORDER" OF, I ~'-" P.O BCX l 45515 SALT LA1<1: CffY, U iAH a 4°ttf1s~s{rrt ments SENIOR LENDER: CITIBANK, N .A. By:------------ Name: Bryan Barker Title: Authorized Signatory GENERAL ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. ST A TE OF CALIFORNIA COUNTY OF ----- ) ) ) On December_, 2017, before me, _______________ , N otary Public, personally appeared Bryan Barker, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature of Notary Public Subordina tion and lntercred itor Agreement (S LC Corpora tio n) S-2 (Seal) PROPERTY OF SALT LAl<E C ITY RECORDER'S OFFICE P.O . BOX l 45515 SALT LAl<E C ITY, UTAH 84114-5515 Garden Lofts Apartme nts ACKNOWLEDGED AND AGREED AS OF THE DATE FIRST SET FORTH ABOVE: STATE OF UTAH ) ) COUNTY OF SALT LAKE ) BORROWER: GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership By: Garden Lofts GP, LLC, a Utah limited liability company Its: General Partner By: --------- Name: Jeffrey S. Nielson Title: Manager On December , 2017 before me, , Notary Public, personally appeared Jeffrey S. Nielson, personally known to me or proved to me on the basis of satisfactory evidence to be the person whose name(s) is subscribed to the within instrument and acknowledged to me that he/she executed the same in his/her authorized capacity, and that by his/her signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. Sub ordinati o n and lntercredito r Agreeme nt (SLC Corp oration) Signature of Notary Public S-3 PROPERTY OF SALT LAl<E CITY RECORDER 'S OFFICE P.O. BOX l 45515 SALT LAKE CITY, UTAH 84114-5515 Gard e n Lofts Apartments EXHIBIT A LEGAL DESCRIPTION All of Lot 1, SALT CITY PLAZA MINOR SUBDIVISION, located in the Southeast Quarter of Section 1, Township 1 South, Range 1 West, Salt Lake Base and Meridian, more particularly described as follows: Beginning at a point on the West line of Lot 5, Block 32, Plat "A", Salt Lake City Survey, said point also being in the East right-of-way line of 200 West Street, said point lies South 00°01 '45" West from the Northwest comer of said Lot 5, along the West line of Lot 5, 239.40 feet, said point also lies South 00°00'48" East along the monument line of 200 West Street 306.39 feet and North 89°59'12" East 70.81 feet from the Salt Lake City Survey Monument in the intersection of200 West Street and 500 South Street and running thence North 89°54'10" East 165. 04 feet to the East line of said Lot 5; thence North 00°01 '44" East along said East line 129 .87 feet; thence East 36.58 feet; thence South 6.65 feet; thence East 19.13 feet; thence South 7.33 feet; thence East 65.14 feet; thence South 45 °00'00" East 15.84 feet ; thence East 44.16 feet ; thence South 45 °00'00" East 11.73 feet; thence East 103 .58 feet; thence South 45°00'00" East 27.06 feet; thence East 22.84 feet to the East line of Lot 7 of said Block 32; thence South 00°01 '41" West along said East line and the extension thereof 171 .50 feet; thence South 89°54'05" West 95.03 feet; thence South 00°01'42" West 198 .60 feet; thence South 89°53'54" West 32.88 feet; thence South 00°01 '42" West 127.56 feet to the South line of Lot 2 of said Block 32, said point also being on the North right-of-way line of 600 South Street; thence South 89°53'46" West along said right-of-way 202.18 feet to the Southwest comer of Lot 3 of said Block 32 ; thence North 00°01'44" East along the West line of said Lot 3 and the extension thereof 354.95 feet; thence South 89 °54'06" West 165.04 feet to the West right-of- way line of said 200 West Street; thence North 00°01 '45" East along said West line 66.04 feet to the point of beginning. Tax Parcel No.: 15-01-476-021 Subordination and lntercreditor Agreeme nt (S LC Corporation) A-1 PROPERTY OF SALT LAl<E CITY RECORDER'S Off ICE P.O. BOX 145515 SALT LAKE CITY, UTAH 84114-5515 Gardea Lofts Apartments EXHIBITB JUNIOR LOAN DOCUMENTS 1. Promissory Note, dated as of the date hereof, made by Garden Lofts Holdings, LP, a Utah limited partnership ("Borrower") to Salt Lake City Corporation, a municipal corporation of the State of Utah ("Junior Lender"). 2 . Loan Agreement, dated as of the date hereof, by and between Borrower and Junior Lender. 3. Trust Deed with Assignment of Rents, dated as of the date hereof, made b y Borrower for the benefit of Junior Lender. Subordination and lntercreditor Agreement (S LC Coll)oralion) B-1 PROPERTY OF SALT LAl<E CITY RECORDER'S OFFICE P.O BOX 145515 SALT LAl<E CITY, UTAH 84114-5515 Garden Lofts Apartments EXHIBIT C MODIFICATIONS TO SUBORDINATION AND INTERCREDITOR AGREEMENT The following modifications are made to the text of the Agreement that precedes this Exhibit: None. Capitalized terms used and not defined herein shall have the respective meanings ascribed to them in the Agreement. Subord ination and Intercreditor Agreement (SLC Corporation) C-1 Garden Lofts Apartments Exhibit 5 Recorded HTF Loan LOAN AGREEMENT Garden Lofts Holdings, LP (Garden Lofts Project) RECORDED DEC 1 4 2017 _________________ C_ITY____:_;Ro=-ECORDER THIS AGREEMENT is by and between SALT LAKE CITY CORPORATION, a munici pal corporation of the state of Utah, hereinafter called the "City," and Garden Lofts Holdings, LP, hereinafter called the "Borrower," and is dated the date that the City Recorder attests the applicable City signature (which date shall be the recordation date). WHEREAS, the Borrower has applied to the City for a loan from the City's Housing Trust Fund for the Garden Lofts project located at 154 West 600 South in Salt Lake City, Utah (the "Project"); and WHEREAS, the City is willing to make said loan to the Borrower on the terms and conditions hereinafter set forth; NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties hereto agree as follows: ARTICLE 1 THE LOAN SECTION 1.01-THE LOAN, NOTE AND RATE Subject to the terms and conditions of this Agreement, the City hereby agrees to loan to Borrower, and the Borrower hereby agrees to borrow from the City and repay to the City or its assigns, a sum of ONE MILLION AND NO/100 DOLLARS ($1,000,000) (the "Loan"). The obligation of the Borrower to repay the Loan shall be evidenced by a Promissory Note (the "Note") of the Borrower in a form satisfactory to the City, dated on the date on which the Loan is made (the "Closing Date "), payable over thirty-five (35) years with payments commencing and continuing as more fully set forth in the Note, and pa yable to the order of the City for the amount of the Loan with interest on the unpaid principa l at the rate of two and one-half perce nt (2 .5%) per annum. The City's loan shall be secured by a trust deed (the "Trust Deed ") on the Proje ct. The documents evidencing and securing the Loan are herein collectively referred to as the "Loan Documents." SECTION 1.02-THE TERM AND REPAYMENT (a). The term of the Loan shall be for thirty-eight (38) years beginning upon date of funding. The first three (3) years Borrower shall pay interest only. The first payment shall be due at the end of the three (3) year interest only period on April 1 , 2021 in the amount of $75,000 (the "First Payment"). Subsequent payments shall thereafter be made annually ("Annual Payments") comme nc ing on April 1, 2022 and on each April 1 thereafter, until all monies owed to the City have been paid in full. The maximum amount of th e Annual Payment shall be $42,899.43; provided, howeve r, the amount of each Annual Payment shall be limited to the amount of the available Surplus Cash, it being understood that the Borrower shall not be in default if it pays the Surplus Cash, or if there is no Surplus Cash, if no Annual Payment is made for the period when no Surplus Cash is available. Borrower will provide a copy of Borrower's full annual audit each year within thirty (30) days of the completion of the annual audit and such annual audit shall be the conclusive evidence of the availability of Surplus Cash for repayment of the Loan. The City acknowledges that available Surplus Cash will be split evenly between payment on the City's Loan and the Olene Walker Housing Trust Fund Loan. (b). For purposes of this Agreement, "Surplus Cash" shall mean with respect to any period, 75% any revenues of the Borrower remaining after paying, or setting aside funds for paying, all of the following: (i) All sums due or currently required to be paid (including but not limited to any deposits to a principal reserve fund) under that project loan agreement (the "Senior Loan Agreement"), defined in that certain Subordination Agreement (the "Subordination Agreement") dated as of December __ , 2017, by and between Citibank, N.A. ("Senior Mortgagee"), City and Borrower; (ii) All deposits to any replacement reserve, completion/repair reserve or other reserve or escrow required by the Borrower's Senior Mortgagee and investor limited partner; (iii) All fees due or currently payable by the Borrower in connection with any loan senior to the City's loan as such requirements are described in Senior Loan Agreement and Subordination Agreement; and (iv) All reasonable operating expenses of the mortgaged property defined in the Senior Loan Documents (the "Mortgaged Property"), including but not limited to real estate taxes, insurance premiums, utilities, building maintenance, painting and repairs, management fees, payroll , administrative expenses, legal expenses and audit expenses (including any fees, deposits or escrows payable under the Borrower's organizational documents, but excluding any developer fees payable with respect to the Mortgaged Property). (c). Interest shall commence accruing on the date of this Agreement. Each Annual Payment shall be applied first to accrued interest, then to currently due interest, and then to the repayment of principal. If Surplus Cash is not sufficient to make a full First or Annual Payment required under this loan then the unpaid principal portion of such payment shall be deferred and the interest shall accrue and be added to the next Annual Payment. If the Loan has not been fully repaid by the end of the loan term, or if the Loan has not otherwise been paid in full, the City, at its discretion, may call the entire outstanding loan amount due or at the City's sole discretion renegotiate the Loan with the Borrower. Borrower acknowledges that the Loan shall become immediately due and payable to the City if the use of the Project changes from what is described in Section 1.04, without the prior written of consent of the City which consent shall not be unreasonably withheld, conditioned , or delayed. Borrower acknowledges that the City will require an annual report from the Borrower. The annual report will include information on the two hundred seventy two (272) units funded by the City. Borrower will provide documentation on tenant income verifying units are occupied by persons at 60% of area median income or below. These reports will be reviewed and verified by the Housing and Neighborhood Development Staff. 2 All payments shall be applied first to late fees, if any, then to interest, and then to principal. All payments shall be made when due to the City at its address as City may designate in writing. SECTION 1.03-PERSONAL GUARANTEE Not applicable . SECTION 1.04-PURPOSE OF LOAN The purpose of this Loan is for the construction of the Project consisting of 272 income restricted rental units for households earning at or below 60% of the area median income. The Borrower agrees that it shall apply funds received by it under this Agreement in accordance with the purpose stated above . The Borrower further agrees that no application of any funds received from the City hereunder shall be made in violation of federal or state law or Salt Lake City ordinances. SECTION1 .05-DUL Y ORGANIZED The Borrower certifies that it is a Utah limited partnership in good standing , having been organized on October 16, 2017. SECTION 1.06-TERMS, COVENANTS AND CONDITIONS Borrower agrees to abide by and be bound by the attached Terms , Covenants and Conditions marked as Exhibit "A," and the Use of Proceeds marked as Exhibit "B," and incorporated herein by this reference . Borrower acknowledges that it has received a copy of such Terms, Covenants and Conditions, and the Use of Proceeds, has read the same, and accepts them as legal binding parts of this Loan Agreement. SECTION 1.07-FEES Not applicable. IN WITNESS WHEREOF, the parties hereto are signing this Agreement as of the date stated in the introductory clause. RECORDED DEC t 4 2017 CITY RECORDER ATTEST: ~ City RBCOrder 3 CITY: Salt Lake City Corporation, a Utah municipal corporation By Q::r&f/1:/:~ STATE OF UTAH :ss COUNTY OF SALT LAKE ) GARDEN LOFTS HOLDINGS, LP, a Utah limited partnership By: Garden Lofts GP , LLC, a Utah limited liability company its General Partner The foregoing instrument was duly acknowledged before me this ] 4~ day of December, 2017, by Jeffrey S. Nielson, Manager of Garden Lofts GP, LLC , a Utah limited liability company that is the General Partner for Garden Lofts Holdings LP, a Utah limited partnership . • ARNAE BALLANTYNE ttJWff PIAIJC•STAlE OFIIJ'AH COMMISSION# 680146 COMM, EXP. 01·18-2019 Salt Lak e County, Utah 4 ACKNOWLEDGEMENT OF RECEIPT OF COPY OF TERMS, COVENANTS AND CONDITIONS TO LOAN AGREEMENT COMES NOW the Undersigned, hereinafter referred to as the "Borrower ," and acknowledges receipt of a copy of Ex hibit A, "Terms , Covenants and Conditions," and Exh ibit B, "Use of Proceeds" to Loan Agreement and acknowledges that he has read the same, and acknowledges his agreement t o accept them as legal and binding parts of the Loan Agreement. DATED this / 4ft day of December, 2017. GARDEN LOFTS HOLDINGS, LP, a Utah li m ited partnership By: Garden Lofts GP, LLC, a Utah lim ited liability company its General Partner Jeffrey S Nielson 5 SALT LAKE CITY CORPORATION EXHIBIT "A" TO LOAN AGREEMENT TERMS, COVENANTS AND CONDITIONS It is expressly agreed by the parties that this Exhibit is incorporated in and a part of that certain Loan Agreement by and between Salt Lake City Corporation (the "City") and Garden Lofts Holdings, LP, a Utah limited partnership, (the "Borrower"), and that all of the terms, conditions and provisions set forth below are to apply to that Agreement and are made a part of that Agreement as though they were expressly rewritten , incorporated and included therein. ARTICLE II REPRESENTATIONS AND WARRANTIES The Borrower Represents and Covenants the Following: SECTION 2.01: DULY AUTHORIZED The making and performance by the Borrower of this Agreement, and the execution and delivery of the Note, and any security agreements and Instruments have been duly authorized by all necessary action, including but not limited to company, partnership or individual action, and will not violate any law, rule, regulation, order, writ, judgment, decree, determination or award presently in effect having applicability to the Borrower or any provision of the Borrower's Partnership Agreement, dated ___________ (the "Partnership Agreement"), or result in a breach of or constitute a default under any indenture or bank loan or credit agreement or any other agreement or instrument to which the Borrower is a party or by which it or its property may be bound or affected. SECTION 2.02: LEGALLY BINDING INSTRUMENTS When this Agreement is executed by the Borrower and the City, and when the Note is executed and delivered by the Borrower for value , each such instrument shall constitute the legal, valid, and binding obligation of the Borrower in accordance with its terms. Any security agreements and instruments, financing statements, mortgages, trust deeds, and other liens on collateral or real estate with respect to the Loan shall constitute legal, valid and binding liens. The City acknowledges it is subordinating its Loan and the collateral for such Loan as set forth in the Subordination Agreement to certain senior financing previously disclosed to the City and will share second priority with the lien in favor of the Olene Walker Housing Loan Fund (the "Olene Walker Loan") SECTION 2.03: NO LEGAL SUITS There are no legal actions, suits , or proceedings pending or, to the knowledge of the Borrower, threatened against the Borrower before any court or administrative agency, whi c h, if determined adversely to the Borrower, would have a material adverse effect on the financial condition or business of the Borrower. 6 SECTION 2.04: NO LEGAL AUTHORIZATION NEEDED No authorization, consent or approval, or any formal exemption of any Governmental body, regulatory authorities (Federal, State or Local) or mortgagee, creditor or third party is or was necessary to the valid execution and delivery by the Borrower of this Agreement, the Note, any security agreement, financing statement or the Trust Deed. SECTION 2.05: NOT IN DEFAULT The Borrower is not in default of any obligation , covenant, or condition contained in any bond, debenture, note or other evidence of indebtedness or any mortgage or collateral instrument securing the same. SECTION 2.06. TAXES ARE PAID The Borrower ha s filed all tax returns which are required and has paid or made provision for the payment of all taxes which have or may become due pursuant to said returns or pursuant to any assessments levied against the Borrower or its personal or real property by any ta xing agency, federal, state or local. No tax liability has been asserted by the Internal Revenue Service or other taxing agency, federal, state or local for taxes materially in excess of those already provided for the Borrower knows of no basis for any such deficiency assessment. SECTION 2.07: NO ADVERSE CHANGE The Borrower certifies th at there has been no adverse change since the date of loan application in the financial condition , organization, operation, business prospects, fi xed properties, or personnel of the Borrower. ARTICLE Ill CONDITIONS OF LENDING The obligation of the City to make the Loan shall be subject to the fulfillment at the t ime of funding of each of the following conditions: SECTION 3 .01 : EX ECUTION OF AUTHORIZATION The Borrower shall have executed and delivered to the City the loan commitmen t, if applicable. SECTION 3.02: EXECUTION AND DELIVERY OF NOTE AND LOAN AGREEMENT The Borrower shall have executed and delivered to the City this Loan Agreement and the Note in a form satisfactory to the City and its counsel. SECTION 3.03: EX ECUTION AND DELIVERY OF SECURITY AGREEMENT AND MORTGAGE If required by the City, the Borrower shall have executed and delivered to the City a security ag reement and financing statements in a form satisfactory to the City, giving the City 7 security in all of the collateral and personal property acquired with the Loan proceeds, and/or the Borrower shall have executed and delivered to the City, the Trust Deed on the real estate . Said security agreement (the "Security Agreement"), financing statements (the "Financing Statements") and Trust Deed shall be free and clear of all prior liens and encumbrances, except as provided for Section 2.02 herein . The Security Agreement, Financing Statements and Trust Deed are to secure payment of the principal of the Note, the interest thereon, and any other sums payable by the Borrower hereunder. SECTION 3.04: EXECUTION AND CERTIFICATION OF RESOLUTION OF BOARD OF DIRECTORS OR CERTIFICATE OF PARTNERSHIP If required by the City, the Borrower shall have executed and delivered to the City a duly certified copy of a Resolution of the Manager of the General Partner of the Borrower authorizing the execution and delivery by the Borrower of this Agreement, the Note, and Security Agreement and Trust Deed. SECTION 3.05: CORPORATE OR PARTNERSHIP PAPERS The Borrower shall have delivered to the City if requested , copies of the Borrower's Partnership Agreement, Certificate of Limited Partnership, W-9. SECTION 3.06 : TITLE INSURANCE Borrower shall provide to Lender a current title commitment for City's review, At Closing, the Borrower shall have secured lenders title insurance in the form and issued by companies satisfactory to the City, in the amount of the Loan, insuring the City's lien under the Trust Deed , subject only to exceptions approved by the City if no loan commitment is issued. The title policy shall show no delinquent taxes or assessments affecting the real property or any part thereof on the date of closing except as approved by the City. SECTION 3.07 : GOVERNMENTAL APPROVAL The Borrower shall have secured all necessary approvals or consents, if required, of Governmental bodies having jurisdiction with respect to its business .. If this Loan is to be used for construction , Borrower shall have obtained all required building and other applicable permits and approvals . SECTION 3.08 : APPROVAL OF OTHERS The Borrower shall have secured all necessary approvals or consents required with respect to this transaction by any mortgagor, creditor or other party having any financial interest in the Borrower. The Borrower will provide evidence of all funding commitments and executed tax credit investor agreement. ARTICLE IV AFFIRMATIVE COVENANTS OF THE BORROWER The Borrower agrees to comply with the following covenants from the date hereof until the City has bee n fully repaid with interest, unless the City or its a ssigns sh all otherwise consent in writing: 8 SECTION 4.01: PAYMENT OF THE LOAN The Borrower agrees to pay punctually the principal and interest on the Note according to its terms and conditions and to pay punctually any other amounts that may become due and payable to the City under or pursuant to the terms of this Agreement or Note. In the event City or its agent or assignee accepts a late payment after the date on which such payment is due, the Borrower agrees to pay a late payment charge equal to five percent of the late amount or ONE HUNDRED and NO/100THS DOLLARS ($100.00), whichever is greater, as compensation for additional collection efforts. Subject to any provisions to the contrary in the Senior Loan document or Subordination Agreement, the Borrower reserves the right to prepay at any time all or any part of the principal amount of the Note without the payment of penalties or premiums. All payments on this Note shall be applied first to late charges, if any, then to the interest due on the Note, and then to the principal due on the Note. SECTION 4.02: PAYMENT OF OTHER INDEBTEDNESS The Borrower agrees to pay punctually the principal and interest due on any other indebtedness now or hereafter at any time owing by the Borrower to the City or any other entity. SECTION 4 .03: MAINTAIN AND INSURE PROPERTY The Borrower agrees at all times to maintain the property provided as security for this Loan in such condition and repair that the City's security interest therein will be adequately protected. If the security is real property, the Borrower also agrees to maintain during the term of the Loan adequate hazard insurance policies covering fire and extended coverage and such other hazards as may be deemed appropriate in amounts and form sufficient to prevent the Borrower from becoming a co-insurer and issued by companies satisfactory to the City with acceptable loss payee clauses in favor of the City. The Borrower further agrees, if at any time during the life of the Loan the Borrower's property is declared to be within a flood hazard area, to purchase Federal Flood Insurance, if available. Such insurance shall be in an amount equal to the lesser of: i) the amount of the Loan; ii) the insurable value of the property; or iii) the maximum limit of coverage available. Subject to any provisions to the contrary in the Senior Loan document or Subordination Agreement, and notwithstanding anything to the contrary contained in the Loan Documents, City agrees to apply all insurance proceeds resulting from casualty to or damage of the real property, including improvements, securing the loan {the "Project") and all payments or awards resulting from a taking for any public or quasi-public purpose by any lawful power or authority by exercise of the power of condemnation or eminent domain toward the restoration , replacement or rebuilding of the Project, or any part thereof, as nearly as possib,le to its value, condition and operational character immediately prior to any such damage, destruction or taking ("Restoration"), provided sufficient funds are available from all sources to complete such Restoration . 9 The Borrower agrees to obtain and maintain during the entire term of this Loan a comprehensive general liability policy of insurance with minimum coverage amounts as required by City from time to time, but for the present, a minimum of $2,000,000 per occurrence and $3,000,000 aggregate. Said insurance shall provide for a minimum of thirty (30) day's prior written notice of cancellation to the City, but cancellation shall not relieve Borrower of this obligation to provide insurance. On all such coverage, City shall be named as an additional insured. Borrower shall furnish to City appropriate certificates of insurance verifying such present and continued coverage, concurrently with the execution hereof. Borrower also agrees to provide additional certificates as changes occur in policies or coverage during the term of this Loan. All policies of insurance provided shall be issued by insurance companies qualified to do business in the State of Utah and listed on the United States Treasury Department's current Department of Treasury Fiscal Services List 4 70, or having a general policyholder's rating of not less than "A-" in the most current available A.M. Best Co., lnc.'s, Best Insurance Report. Upon request, Borrower shall provide satisfactory evidence of appropriate insurance coverage. SECTION 4.04: PAY ALL TAXES The Borrower agrees to duly pay and discharge all taxes, assessments, and governmental charges upon it or against its properties prior to the date on which the penalties attach thereto, except that the Borrower shall not be required to pay any such tax, assessment, or governmental charge which is being contested by it in good faith and by appropriate proceedings. SECTION 4.05: PROVIDE AFFORDABLE HOUSING The loan funds at issue are being provided on the specific condition that no less than one hundred percent (100%) of the total units to be built in the development will be offered and leased under terms affordable to households at or below 60% of area median income, as defined for purposes of administration of the federal Low Income Housing Tax Credit program for a period of not less than fifty-five (55) years from the date the units are first placed into service. The Borrower agrees that any variance from that condition will constitute a breach the conditions of the loan and all loan amounts and interest owing thereon shall immediately become due and payable. The Borrower will provide documentation to the City at initial lease up and through annual reports demonstrating compliance with the affordability restrictions. SECTION 4.06: MAINTAIN LEGAL EXISTENCE The Borrower agrees to maintain its existence, rights , privilege, and franchises within the State of Utah, and remain qualified to do business in each jurisdiction in which its present or future operations or its ownership of property require such qualification. SECTION 4.07: PROVIDE FINANCIAL AND PROJECT INFORMATION The Borrower agrees to maintain adequate records and books of account, in which complete entries will be made reflecting all of its business and financial transactions, such entries to be made in accordance with generally accepted principles of good accounting practice consistently applied in the case of financial transactions. 10 In addition, the Borrower agrees to deliver to the City financial statements, certified by an authorized officer of the Borrower to be true and accurate copies, upo n request. Borrower shall have completed and deliver to City an annual aud it within 30 days of completion. The Bo rrower further agrees to provide written notice to the City of any public hearing or meeting before any administrative or other public agency that may, in any manner, affect the collateral, personal property or real estate securing the Loan (the "Collate ral"). The Borrower agrees to prov ide the City the following notifications and documentation: 1) quarterly progress reports post-closing through project completion; 2) notification of material changes to project financing sources or costs (defined as a change greater than 5%); 3) notification of project lease up; 4) notification of project completion; 5) project certificate of occupancy; 6) final cost certification; 7) property management agent contact information and management agreement. SECTION 4.08: RIGHT TO INSPECTION The Borrower agrees to grant the City, until the Note has been fully repaid with interest, the right during normal business hours to inspect the Collateral used to secure the Loan; and the Borrower further agrees to provide the City free access to the Borrowe r's premises for the purpose of such inspection to determine the condition of the Collateral provided such entry and inspection shall not unreasonably interfere with the construction or operation of the Collateral. SECTION 4.09: NULL AND VOID COVENANTS The Borrower agrees that in the event any provision of this Loan Agreement or any other instrument executed at closing, or the application thereof to any person or circumstances, shall be declared null and void, invalid, or held for any reason to be unenforceable by a Court of competent jurisdiction, the remainder of such agreement shall ne ve rth e less remain in full force and effect, and to this end, the provisions of all covenants, conditions, and agreements described herein are deemed separate. SECTION 4.10: EXPENSES AND CLOSING COSTS If required by the City, the Borrower agrees to pay all fees and charges incurred with respect to the Loan, or its making, or transfer to the City in any way connected therewith , including, but not limited to, the fees and out-of-pocket expenses of local counsel employed by the City, title insurance and survey costs , recording and filing fees, mortgage taxes, documentary stamp, and any other assessments, fees and expenses payable in connection with this transaction and with the enforcement of this Loan Agreement a nd Note. In the event the processing of the Loan is terminated, for whatever reason, or the Loan is not funded , for whatever reason, Borrower agrees to pay all fees of legal counsel employed by City to assist Borrower at the rate of $100.00 per hour, plus out-of-pocket expenses, and the fees of the representative of City at the rate of $150.00 per hour, plus out-of-pocket expenses, within thirty (30) days after billing . Interest shall accrue on unpaid fees at the rate of eighteen percent (18%) per annum compounded monthly. 11 SECTION 4.11: NOTICE OF DEFAULT The Borrower agrees to give written notice to the City of any event, within ten (10) days of the event, which constitutes an Event of Default under this Loan Agreement as described in Article VI herein, or that would, with notice or lapse of time or both, constitute an Event of Default under this Loan Agreement. SECTION 4.12: INDEMNIFICATION Borrower agrees and covenants to hold the City harmless, indemnify and defend it and its officers and agents of and from any and all claims of loss, damages or injury sustained by any person or damage to property and all expenses, including reasonable attorneys' fees , incurred or thereby arising from Borrower's performance under this agreement, including but not limited to any event of default under Article VI herein by the Borrower's principals, staff, agents, contractors or employees. Nothing herein shall be construed to require the Borrower to indemnify the City against the City's negligence or willful misconduct. If any of the following events of default referred to in the subsections listed below ("Event of Default") shall occur and be continuing at the time of such demand, the entire unpaid principal balance of the Note, and the interest then accrued thereon, shall become and be immediately due and payable upon demand, without presentment or protest, if not cured within the applicable cure period following written notice from the City as set forth in this Article VI. The Loan shall be in default whether it is voluntary or involuntary, with or without limitation, it occurred or was brought about by operation of law or pursuant to or in compliance with any judgment, decree or order of any court or any order, rules or regulation of any administrative governmental body, provided, however, that such sum shall not be then payable if Borrower's payments have been waived or the time for making the Borrower's payments has been extended by the City. SECTION 4.13: EXPENSES OF COLLECTION OR ENFORCEMENT The Borrower agrees, if at any time the Borrower defaults on any provision of this Loan Agreement, to pay the City or its assigns, in addition to any other amounts that may be due from the Borrower, an amount equal to the reasonable costs and expenses of collection, enforcement or correction or waiver of the default incurred by the City or its assigns in such collection, enforcement, correction, or waiver of default, including reasonable attorneys' fees actually incurred . SECTION 4.14: OTHER CONDITIONS The Borrower agrees to identify City funding on construction signage and in any public project descriptions. ARTICLE V NEGATIVE COVENANTS OF THE BORROWER The Borrower covenants and agrees that, from the date hereof until payment in full of the Note, unless the City or its assigns shall otherwise consent in writing, it will not enter into any agreement or other commitme nt the performance of which would constitute a breach of any 12 of the covenants contained in this Loan Agreement, including, but not limited to, the following covenants: SECTION 5.01: ENCUMBER THE COLLATERAL The Borrower shall neither create nor suffer to exist any mortgage, pledge, lien, charge or encumbrance, including liens arising from judgments on the Collateral except as of record or disclosed to the City in writing prior to the making of the loan hereunder. SECTION 5.02: SELL THE COLLATERAL The Borrower shall not sell, convey, or suffer to be conveyed, lease, assign, transfer, or otherwise dispose of the Collateral unless approved in writing by the City; provided however, that nothing herein shall preclude the lease of individual residential dwelling units. SECTION 5.03: CHANGE OWNERSHIP Except as otherwise stated in the senior loan documents and the restated limited liability partnership agreement, Borrower shall not permit any material change in the ownership structure, control, or operation of the general partner of the Borrower without the written permission of the City, which permission shall not be unreasonably withheld, conditioned, or delayed. ARTICLE VI EVENTS OF DEFAULT If any of the following events of default referred to in the subsections listed below ("Event of Default") shall occur and be continuing at the time of such demand, the entire unpaid principal balance of the Note, and the interest then accrued thereon, shall become and be immediately due and payable upon demand, without presentment or protest, if not cured within the applicable cure period following written notice from the City as set forth in this Article VI. The Loan shall be in default whether it is voluntary or involuntary, with or without limitation, it occurred or was brought about by operation of law or pursuant to or in compliance with any judgment, decree or order of any court or any order, rules or regulation of any administrative governmental body, provided, however, that such sum shall not be then payable if Borrower's payments have been waived or the time for making the Borrower's payments has been extended by the City. SECTION 6.01: NON-PAYMENT OF LOAN If the Borrower shall fail to make payment when due of any installment of principal on the Note, or interest accrued thereon and if the default shall remain unremedied for fifteen (15) days after written notice from the City to Borrower. SECTION 6 .02 : NON-PAYMENT OF OTHER INDEBTEDNESS If default shall be made in the payment when due of any installment of principal or of interest accrued on any of the Borrower's other indebtedness secured by any or all of the collateral securing this Loan, including, but not limited to, the Trust Deed of any other lender on 13 this Project or transaction, and if such default shall remain unremedied for thirty (30) days after written notice from the City to Borrower or within any longer applicable cure period. SECTION 6.03: INCORRECT REPRESENTATION OR WARRANTY Any representation or warranty contained in, or made in connection with the execution and delivery of this Loan Agreement, or in any certificate furnished pursuant hereto, shall prove to have been incorrect when made in any material respect and such misrepresentation or warranty has a material adverse effect on the enforceability of the Loan Documents or the value of the Collateral. SECTION 6 .04: DEFAULT IN COVENANTS The Borrower shall default in the performance of any other term, covenant, or agreement contained in this Loan Agreement, and such default shall continue unremedied for thirty (30) days after written notice thereof shall have been given to the Borrower by the City unless the same cannot reasonably be cured within the 30 days in which case the period for cure will be 90 days. SECTION 6.05: VOLUNTARY INSOLVENCY If the Borrower shall become insolvent or shall cease to pay its debts as they mature or shall voluntarily file a petition seeking reorganization of, or the appointment of a receiver, trustee, or liquidation for it or a substantial portion of its assets or to effect a plan or other arrangement with creditors, or shall be adjudicated bankrupt, or shall make a voluntary assignment for the benefit of creditors. SECTION 6.06: INVOLUNTARY INSOLVENCY If an involuntary petition shall be filed against the Borrower under any bankruptcy, insolvency, or similar law or seeking the re-organization of or the appointment of any receiver, trustee, or liquidator for the Borrower, or of a substantial party of the property of the Borrower, or a writ or warrant of attachment or similar process shall be issued against a substantial part of the property of the Borrower, and such petition shall not be dismissed , or such writ or warrant of attachment or similar process shall not be released or bonded within ninety (90) days after filing or levy. SECTION 6.07: JUDGMENTS If any final judgment for the payment of money that is not fully covered by liability insurance and is in excess of $100,000.00 shall be rendered against the Borrower, and within thirty (30) days, shall not be discharged, or an appeal therefrom taken and execution thereon effectively stayed pending such appeal, and, if such judgment be affirmed on such appeal, the same shall not be discharged within thirty (30) days. 14 ARTICLE VII MISCELLANEOUS SECTION 7.01: WAIVER OF NOTICE No failure or delay on the part of the City in exercising any right, power, or remedy hereunder shall operate as a waiver thereof, nor shall any single or partial exercise of any such right, power, or remedy preclude any other or further exercise thereof or the exercise of any other right, power or remedy hereunder. No modification or waiver of any provision of this Loan Agreement or of the Note , nor any consent to any department by the Borrower therefrom, shall in any event be effective unless the same shall be in writing, and then such waiver or consent shall be effective only in the specific instance and for the specific purpose for which given. No notice to or demand on the Borrower in any case shall entitle the Borrower to any other or further notice or demand in similar or other circumstances. SECTION 7.02: AMENDMENTS; MISCELLANEOUS The Borrower and the City or its assigns, with the concurrence of the City, hereby expressly reserve all rights to amend any provisions of this Agreement, to consent to or waive any departure from the provisions of this Loan Agreement, to amend or consent to or waive departure from the provisions of the Note, and to release or otherwise deal with any collateral security for payment of the Note, provided, however, all such amendments shall be in writing and executed by the City or its assigns and the Borrower. City agrees that the Loan Documents will not be considered to be in default until the expiration of all contracted notice and cure periods provided to the Borrower. The terms of this Agreement shall be binding upon and shall inure to the benefit of the parties hereto and their respective successors and assigns. City agrees to deliver a copy of this Agreement to any transferee of its interests in the Loan Documents. If any provision of this Agreement is determined to be unenforceable for any reason , it shall be adjusted rather than voided, to the greatest extent possible, to achieve the intent of the parties. All of the other provisions shall be deemed valid and enforceable to the greatest extent possible. SECTION 7.03: NOTICES All notices, consents, requests, demands, and other communications hereunder shall be in writing and shall be deemed to have been duly given to a party hereto if mailed by certified mail , prepaid, to the City at its address set forth below, and to the Borrower at the address set forth below or at such other addresses as any party may have designated in writing to an y other party hereto: CITY: Director Housing and Neighborhood Development PO Box 145488 451 South State Street, Room 406 Salt Lake City, Utah 84114-5488 15 BORROWER: Garden Lofts Holdings, LP 620 South State Street Salt Lake City, UT 84111 Attention: Jeffrey Nielson INVESTOR LIMITED PARTNER: SECTION 7.04: PAYMENTS GSB LIHTC Investor LLC Urban Investment Group c/o Goldman Sachs Bank USA 200 West Street New York, New York 10282 Attention: Urban Investment Group Portfolio Manager Email: gs-uig-docs@gs.com gs-uig-portfo li o-ma nager@gs.co m with a copy to: GSB LIHTC Investor LLC Urban Investment Group c/o Goldman Sachs Bank USA 200 West Street New York, NY 10282 Attention: Michael Lohr Email: michael.l ohr@gs.com with a copy to: Jones Day 100 High Street Boston, MA 0211 O Attention: John D. Kelley Telephone No.: (617) 449-6939 Email: jkelley@jonesday.co m The Borrower shall make payments to the City in accordance with the terms, conditions and instructions contained in the Note. SECTION 7.05: SURVIVAL OF REPRESENTATIONS AND WARRANTIES All agreements, representations, and warranties made by the Borrower here in, or any other document or certificate delivered to the City in connection with the transactions contemplated by this Loan Agreement, shall survive the delivery of this Agreement, the Note , 16 Trust Deed and the Security Agreements hereunder, and shall continue in full force and effect so long as the Note is outstanding. SECTION 7.06: SUCCESSORS AND ASSIGNS This Loan Agreement shall be binding upon the Borrower, its successors and assigns, except that the Borrower may not assign or transfer its rights without City's prior written consent. This Agreement shall inure to the benefit of the City, its successors and assigns, and , except as otherwise expressly provided in particular provisions hereof, all subsequent holders of the Note. SECTION 7.07: COUNTERPARTS This Loan Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. SECTION 7.08: GOVERNING LAW This Loan Agreement and the Note and Security Agreements, Financing Statements and/or Trust Deed shall be deemed contracts made in the State of Utah and , for all purposes, shall be construed in accordance with Utah Law. SECTION 7 .09: ARTICLE AND SECTION HEADINGS Article and Section headings used in this Agreement are for convenience only and shall not affect the construction of this Agreement. SECTION 7 .10: BORROWER DEFINED/USE OF PRONOUNS The word "Borrower'' shall be deemed and taken to mean the party identified as such in the Preamble to this Agreement. The use of the neuter singular pronoun to refer to Borrower or City shall be deemed a proper reference even though Borrower or City may be an individual, a partnership, a corporation, or a group of two or more individuals or corporations . The necessary grammatical changes required to make the provisions of this Loan Agreement apply in the plural sense where there is more than one Borrower and the corporations, associations, partnerships, or individuals, males or females , shall in all instances be assumed as though in each fully e x pressed . SECTION 7.11 : NON-RECOURSE TO BORROWER Notwithstanding anything contained herein or in the Trust Deed to the contrary, it is understood and agreed that the liability of the Borrower for the repayment of the indebtedness evidence by this Note and the performance of the obligations secured by the Trust Deed (the "Secured Obligations") shall be limited solely to the Collateral , and that the City waives any right to seek or obta in a deficiency judgment against the Borrower, Borrower's partners, and the officers, directors, members, pa rtners, shareholders, or employees of Borrower's partners , and agrees that it will look solely to the Collateral for, and that no other property or assets of the Borrower shall be subject to, levy, execution or other enforcement procedure for the satisfaction of the remedies of the City, or for any paym ent required to be made under this Note or for the performance of any of the Secure d Obligations; provided that the foreg o ing no n-recourse provisions (i) shall not constitute a release, forgiveness , waiver or remiss ion of the Secured 17 Obligations, but rather evidence City's agreement not to sue Borrower for any deficiency with respect to the Secured Obligations that may remain unpaid after City's realizati on upon the Collateral, and (ii) shall not limit the right of the City to name the Borrower as a party in any action or suit for foreclosure and sale under the Trust Deed or any other document executed in connection herewith to the extent necessary for foreclosure judgments or other realization upon the Collateral. Notwithstanding the foregoing provisions of this Section 7 .11, Borrower shall be personally liable and shall not be exculpated for any deficiency, loss or damage suffered by City, including City's reasonable attorney's fees and costs, resulting from Borrower's (a) fraud, intentional misrepresentation or gross negligence in connection with the transactions contemplated by the Loan Agreement; (b) waste or deterioration of the Collateral prior to an event of default hereunder; (c) misappropriation of any insurance proceeds payable to City under the Trust Deed; or (d) failure to pay any ta xes, assessments or other charges which could create liens on any of the Collateral which are or could become senior to the liens of the City, or any other liens arising from the consensual acts of Borrower directly, but not otherwise, which are or could become senior to the liens of City in such Collateral, excluding any such consensual liens appearing in City's title insurance policy issued in connection herewith. Nothing herein shall be construed to impose any liability on the Investment Member with respect to the Secured Obligations. SECTION 7.12: REPRESENTATION REGARDING ETHICAL STANDARDS FOR CITY OFFICERS AND EMPLOYEES AND FORMER CITY OFFICERS AND EMPLOYEES Borrower represents as to itself that it has not: ( 1) provided an illegal gift or payoff to a City officer or employee or former City officer or employee, or his or her relative or business entity; (2) retained any person to solicit or secure this contract upon an agreement or understanding for a commission, percentage, or brokerage or contingent fee, other than bona fide employees or bona fide commercial selling agencies for the purpose of securing business; (3) knowingly breached any of the ethical standards set forth in City's conflict of interest ordinance, Chapter 2.44, Salt Lake City Code; or (4) knowingly influenced, and hereby promises that it will not knowingly influence, a City officer or employee or former City officer or employee to brea ch any of the ethical standards set forth in City's conflict of interest ordinance, Chapter 2.44, Salt Lake City Code . 18 EXHIBIT "B" TO LOAN AGREEMENT USE OF PROCEEDS Borrower will use the proceeds of the $1,000,000 loan it receives from Salt Lake City Corporation's Housing Trust Fund for the development of the Garden Lofts Apartment Project located at 154 West 600 South in Salt Lake City, Utah as follows: ITEM AMOUNT Development of multi-family apartment units 1,000,000 TOTAL $1,000,000 19 Exhibit 6 Recorded Deed of Trust Budget Discussion FY 21 -22 Source: Salt Lake City Finance Department FY21-22 Budget Priorities Equitable growth Making the City more environmentally resilient Bolstering communities with inclusive investment Supporting employees’ physical and mental well being FY20 -21 Projection General Fund Revenue Overview Major Category FY20-21 Amended Budget FY20-21 Revenue Projection Variance Property Taxes 112,927,349 112,927,349 - Sales and Use Taxes 67,999,593 71,485,000 3,485,407 FOF Sales Tax 32,797,506 35,000,000 2,202,494 Franchise Taxes 26,812,125 26,989,038 176,913 Licenses and Permits 28,601,482 32,072,973 3,471,491 Intergovernmental Revenue 4,444,400 4,146,157 (298,243) Charges, Fees, and Rentals 4,428,069 4,372,890 (55,179) Fines 3,938,848 2,621,993 (1,316,855) Parking Meter Collections 3,432,962 1,749,259 (1,683,703) Interest Income 1,900,682 1,700,000 (200,682) Miscellaneous Revenue 4,014,037 3,453,032 (561,005) Interfund Reimbursement 20,281,706 20,281,706 - Transfers 9,507,812 9,507,812 - 321,086,571 326,307,209 5,220,638 FY21 -22 Budget General Fund Revenue Overview Major Category FY21 Adopted Budget FY22 Recommended Budget Change Property Taxes 112,927,349 115,204,224 2,276,875 Sales and Use Taxes 100,797,099 109,556,477 8,759,378 Franchise Taxes 26,812,125 27,702,125 890,000 Licenses and Permits 28,601,482 29,750,132 1,148,650 Intergovernmental Revenue 4,444,400 4,644,018 199,618 Charges, Fees, and Rentals 4,428,069 3,934,568 (493,501) Fines 3,938,848 3,474,457 (464,391) Parking Meter Collections 3,347,986 2,693,554 (654,432) Interest Income 1,900,682 1,271,154 (629,528) Miscellaneous Revenue 4,014,037 3,372,266 (641,771) Interfund Reimbursement 20,281,706 22,032,894 1,751,188 Transfers 9,750,600 17,902,686 8,152,086 Use of Cash Reserves 4,885,620 8,200,000 3,314,380 326,130,003 349,738,555 12,316,629 Property Taxes , 115,204,224 Sales and Use Taxes, 109,556,477 Franchise Taxes , 27,702,125 Licenses and Permits, 29,750,132 All Other Revenue, 67,525,597 FY22 Recommended Budget FY21 -22 Budget General Fund Revenue Changes Property Tax increase $2,276,875 Sales and Use Tax increase $5,956,884 ½% Sales Tax Option increase $2,805,494 Franchise Tax increase $890,000 Permits increase $2,638,398 Business License decrease $(1,489,749) Charges for Services decrease $(518,238) Fines decrease $(464,391) Parking Meter decrease $(660,000) Interest Income decrease $(629,528) Miscellaneous Revenue decrease $(641,771) $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 $100,000,000 $110,000,000 $120,000,000 Budget Actual Budget Actual Budget Actuals Budget Actual Budget Actuals Budget FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 History of Property Tax By Minor Category Real Property Tax Real Property Prior Personal Property Motor Vehicle Fees Judgment Levy RDA Funding Recognition GIS Value by Council DistrictResidential Property - 1,000 2,000 3,000 4,000 5,000 6,000 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 ML L I O N S District 1 District 2 District 3 District 4 District 5 District 6 District 7 GIS Value by Council DistrictCommercial Property - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 M L L I O N S District 1 District 2 District 3 District 4 District 5 District 6 District 7 History of Sales Tax Revenue 35,000,000 42,000,000 49,000,000 56,000,000 63,000,000 70,000,000 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 Budget Actuals Projected Gross Point of Sales Tax Receipts 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 35,000,000 40,000,000 45,000,000 Ag, Forest, Fish, Hunting Special Events Public Administration Mgmt of CO's and Enterprises Mine, Quarry, Oil, Gas Extraction Health Care and Social Assistance Educational Services Arts, Entertainment, and Recreation Transportation and Warehousing Finance and Insurance Motor Vehicle Construction Prof, Scientific and Tech Services Utilities Other Services (except PA) Admin, Waste Mgmt and Remediation Real Estate and Rental and Leasing Information Noncategorized Accommodation and Food Services Manufacturing Wholesale Trade Retail Trade 2021 etimate 2020 FY21 -22 Budget Total Expense Overview Fund Type FY20 Adopted Budget FY21 Adopted Budget FY22 Recommended Budget General Fund 330,424,037 326,130,003 349,738,555 Airport Enterprise Fund 1,042,908,153 302,311,600 706,792,500 Public Utilities Enterprise Fund 298,107,775 362,313,149 420,450,027 Other Enterprise Funds 103,976,087 102,480,970 108,474,125 Internal Service Funds 91,855,909 91,763,186 108,266,465 Capital Improvement Fund 17,719,147 25,093,221 26,257,457 All Other Funds 58,551,583 66,803,246 69,297,011 TOTAL 1,943,542,691 1,276,895,375 1,789,276,140 3.5 % increase in insurance costs. ◦GF -$763,660 ◦All Funds -$1,268,424 Merit Increases ◦GF -$1,663,625 ◦All Funds -$2,316,040 1% Salary Increase ◦GF -$1,727,863 ◦All Funds -$2,758,227 Union Negotiations are still ongoing All Funds –Personnel Expenses FY21-22 Expense Major Changes New System Cost ◦$2.75 million Fiscal Years 22 & 23 ◦$1.2 million on-going (offset) Employees ◦General Fund ◦Finance -Deputy Director of Finance ◦Finance -Business Analyst ◦Human Resources –HR ERP Analyst ◦IMS ◦ERP Conversion Manager ◦ARP Grant ◦Grant Administrator All Funds –Enterprise Resource Planning (ERP) FY21-22 Expense Major Changes General Fund ◦42.85 FTEs Public Utilities ◦17 FTEs IMS ◦15 FTEs Risk Management & Governmental Immunity ◦1.85 FTEs All Funds –New Employees FY21-22 Expense Major Changes Housing ◦Move funding from the Housing Trust Fund to the General Fund Transportation ◦On-Demand Ride Services ◦Service for Routes 2,9,21 Infrastructure ◦Concrete Road Maintenance Initiative ◦Streets Replacement Equipment ◦2.3 MM for Infrastructure Projects Public Safety ◦$4 Million funding for Fire Apparatus ◦Emergency Management Phase II ◦6 Month Funding for 8 New Dispatchers for the 32 Hour Work Week ◦6 Co responders for Police Department General Fund Funding our Future FY21-22 Expense Major Changes FY21-22 General Fund Fund Balance Projection TOTAL FOF GF Only TOTAL FOF GF Only TOTAL Beginning Fund Balance 79,814,009 6,625,050 82,617,126 89,242,176 7,018,483 48,931,619 55,950,102 Budgeted Change in Fund Balance (1,510,094) 2,924,682 (7,810,302) (4,885,620) (750,000) (8,715,000) (9,465,000) Prior Year Encumbrances (9,671,834) (3,733,743) (6,165,453) (9,899,196) - - - Estimated Beginning Fund Balance 68,632,081 5,815,989 68,641,371 74,457,360 6,268,483 40,216,619 46,485,102 Beginning Fund Balance Percent 20.35%16.62%23.32%22.61%17.24%12.83%13.29%Year End CAFR AdjustmentsRevenue Changes - - - - - - - Expense Changes (Prepaids, Receivable, Etc.) (4,127,838) - (5,676,583) (5,676,583) 750,000 3,300,000 4,050,000 Fund Balance w/ CAFR Changes 64,504,243 5,815,989 62,964,788 68,780,777 7,018,483 43,516,619 50,535,102 Final Fund Balance Percent 19.13%16.62%21.39%20.88%19.31%13.89%14.45%Budget Amendment Use of Fund Balance (15,370,734) BA#1 Revenue Adjustment - - - - - - BA#1 Expense Adjustment - - - - - - BA#2 Revenue Adjustment - - - - - - BA#2 Expense Adjustment - (288,488) (288,488) - - - BA#3 Revenue Adjustment - - - - - - BA#3 Expense Adjustment - (6,239,940) (6,239,940) - - - BA#4 Revenue Adjustment - - - - - - BA#4 Expense Adjustment - - - - - - BA#5 Revenue Adjustment - (242,788) (242,788) - - - BA#5 Expense Adjustment - (2,783,685) (2,783,685) - - - BA#6 Revenue Adjustment - - - - - - BA#6 Expense Adjustment - (63,673) (63,673) - - - BA#7 Revenue Adjustment - 540,744 540,744 - - - BA#7 Expense Adjustment - (6,582,824) (6,582,824) - - - BA#8 Revenue Adjustment - - - - - - BA#8 Expense Adjustment (1,000,000) (1,000,000) (2,000,000) - - - BA#9 Revenue Adjustment - 439,809 439,809 - - - BA#9 Expense Adjustment - (830,468) (830,468) - - - Change in Revenue 6,827,370 2,202,494 3,018,144 5,220,638 - - - Fund Balance Budgeted Increase 900,000 - - - - - - Adjusted Fund Balance 56,860,879 7,018,483 48,931,619 55,950,102 7,018,483 43,516,619 50,535,102 Adjusted Fund Balance Percent 16.86%20.05%16.62%16.99%19.31%13.89%14.45% Projected Revenue 337,251,407 35,000,000 294,345,168 329,345,168 36,350,000 313,388,555 349,738,555 2021 Projection2020 2022 Projection FY21 -22 Budget MAYOR AND COUNCIL MESSAGES MAYOR’S MESSAGE 10 SALT LAKE CITY PROFILE SALT LAKE CITY CORPORATION ORGANIZATION A-1 SALT LAKE CITY AT A GLANCE A-3 SALT LAKE COMMUNITY PROFILE A-4 SALT LAKE CITY BUDGET-IN-BRIEF A-5 MAYOR'S RECOMMENDED BUDGET BUDGET SUMMARY AND RECOMMENDATIONS B-1 FY 2021-22 CAPITAL AND OPERATING BUDGET B-6 GENERAL FUND KEY CHANGES B-17 OTHER FUND KEY CHANGES B-32 LBA KEY CHANGES B-50 RDA KEY CHANGES B-51 Multi-Agency Drug Task Force Key Changes B-63 FINANCIAL POLICIES DEBT POLICIES C-1 DEBT STRUCTURE C-4 REVENUE C-5 FY 2020-21 LEGISLATIVE INTENTS C-22 CAPITAL IMPROVEMENT PROGRAM CAPITAL IMPROVEMENT OVERVIEW D-1 CAPITAL IMPROVEMENT FY 2021-22 PROJECTS LIST D-2 DEPARTMENT BUDGETS OFFICE OF THE CITY COUNCIL E-1 OFFICE OF THE MAYOR E-5 911 COMMUNICATIONS BUREAU E-9 DEPARTMENT OF AIRPORTS E-13 OFFICE OF THE CITY ATTORNEY E-17 DEPARTMENT OF COMMUNITY AND NEIGHBORHOOD DEVELOPMENT E-23 DEPARTMENT OF ECONOMIC DEVELOPMENT E-29 DEPARTMENT OF FINANCE E-35 FIRE DEPARTMENT E-41 DEPARTMENT OF HUMAN RESOURCES E-45 DEPARTMENT OF INFORMATION MANAGEMENT SERVICES E-51 JUSTICE COURT E-57 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 TABLE OF CONTENTS POLICE DEPARTMENT E-63 DEPARTMENT OF PUBLIC LANDS E-69 DEPARTMENT OF PUBLIC SERVICES E-75 DEPARTMENT OF PUBLIC UTILITIES E-83 REDEVELOPMENT AGENCY E-87 DEPARTMENT OF SUSTAINABILITY E-91 NON-DEPARTMENTAL E-95 STAFFING DOCUMENT STAFFING DOCUMENT INTRODUCTION F-1 STAFFING DOCUMENT SUMMARY F-3 STAFFING DOCUMENT DETAIL F-4 APPENDIX APPENDIX A: LIBRARY G-1 APPENDIX B: HEALTH INSURANCE PREMIUMS & RETIREMENT CONTRIBUTIONS G-21 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 TABLE OF CONTENTS This page intentionally left blank This page has been intentionally left blank Dear Salt Lake City, Going into our next fiscal year, Salt Lake City Corporation finds itself in a relatively strong financial position, despite the serious budgetary implications brought on by all that 2020 entailed. Because we were conservative and judicious last year, we will not be making any staffing or service cuts in the coming year, and any funding gaps we are facing due to revenue shortfalls will be filled through our fund balance, also known as our City’s rainy day fund. This year’s General Fund budget is just under $350 million and represents our commitment to providing you with clean drinking water, repaired roads, waste and recycling collection, parks and public lands, emergency services and so much more at our current or expanded staffing levels. This budget is unique because, in addition to our usual funding streams, we’ve also received federal investments through President Biden’s American Rescue Plan, and we have an increased bond capacity. This means we have an unprecedented opportunity, one born of historic challenges and fiscal responsibility, to make once-in-a-generation investments in our City and its people. We will continue to focus our budget priorities on four areas that have the potential to transform our City: •Prioritizing growth that equitably benefits ALL city residents •Making our city more environmentally resilient and sustainable •Bolstering our communities with inclusive and equitable opportunities for all •Supporting City employees’ physical, mental and economic well being, because our City team is what makes everything possible. This budget is based on thousands of comments we’ve received in the last year from constituents about what they value, and we’ve worked hard to make sure those good ideas were honored. I want to give special thanks to this year’s budget committee. Public Services Director Lorna Vogt, Fire Chief Karl Lieb, Human Resources Director Debra Alexander, and IMS Director Aaron Bentley each brought expertise and passion for our City to this work. Thank you so much for your dedication and commitment to this budget process. Strategic management and fiscal responsibility are paving the way to a brighter, more prosperous future for all of us in Salt Lake City. Mayor Erin Mendenhall MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S MESSAGE 10 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S MESSAGE 11 This page has been intentionally left blank SALT LAKE CITY ELECTED OFFICIALS Fiscal Year 2021-22 Mayor Erin Mendenhall City Council James Rogers (Vice-Chair) District 1 Vacant District 2 Chris Wharton District 3 Ana ValdemorosDistrict 4 Darin ManoDistrict 5 Dan DuganDistrict 6 Amy Fowler (Chair)District 7 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE A-1 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE A-2 Salt Lake City at a Glance DATE FOUNDEDJuly 24, 1847 AVE. ANNUAL SNOWFALL16.5 in. (419mm) DATE INCORPORATEDJanuary 19, 1851 AVE. ANNUAL RAINFALL58.5 in. (1,486mm) FORM OF GOVERNMENTMayor/Council since 1980 AVE. DAILY TEMPS52.1 F. (11.2 C) Mean28.2 F. (-1.6 C) January77.0 F. (25.0 C) July TOTAL CITY AREA111.1 Sq. Mi.AVE. ELEVATION4,327 ft. (1,319 m.) 2019 EST. POPULATION200,567 COUNCIL DISTRICTS MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE A-3 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE A-4 CITYWIDE EXPENDITURES Fund Type FY 2020 Adopted Budget FY 2021 Adopted Budget FY 2022 Mayor's Rec Budget Increase/ (Decrease)Percent Change General Fund 330,424,037 326,130,003 349,738,555 23,608,552 7.24 % Airport Enterprise Fund 1,042,908,153 302,311,600 706,792,500 404,480,900 133.80 % Public Utilities Enterprise Funds 298,107,775 362,313,148.5 420,480,027 58,166,879 16.05 % Other Enterprise Funds 103,976,087 102,480,970 108,467,025 5,986,055 5.84 % Internal Service Funds 91,855,909 91,763,186 108,385,522 16,622,336 18.11 % Capital Improvement Program (CIP) Funds 17,719,147 25,093,221 26,257,457 1,164,236 4.64 % All Other Funds 58,551,583 64,093,994 66,961,126 2,867,132 4.47 % Total 1,943,542,691 1,274,186,122.5 1,787,082,213 512,896,089.5 FY 2020 and 2021 Adopted Budgets and FY 2022 Recommended Budget FY 2020 Adopted Budget FY 2021 Adopted Budget FY 2022 Mayor's Rec Budget Ge neral Fu n d Ai rport En t e r p r i s e F u n d Pu blic Utilit i e s E n t e r p r i s … Ot her Ente r p r i s e F u n d s * In ternal S e r v i c e F u n d s Ca pital Imp r o v e m e n t P r … Al l Other F u n d s 0 100,000,000 200,000,000 300,000,000 400,000,000 500,000,000 600,000,000 700,000,000 800,000,000 900,000,000 1,000,000,000 1,100,000,000 * Redevelopment Agency Included in the Other Enterprise Fund Amount. salt Lake City’s budget is comprised of several different types of funds, including General Fund, Enterprise Funds, and Internal Service Funds. Enterprise funds, unlike the General Fund, are not supported by property or sales taxes. Revenues in these funds come primarily from fees charged for services provided. For instance, the Airport derives a large portion of its revenues from landing fees. It is worth noting that the Airport expenditures have increased dramatically due to the Terminal Redevelopment Program. The City also has a number of internal service funds such as Fleet and Information Management Services. Internal service funds exist to account for the financing of goods and services provided by one City agency or department to another. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE / BUDGET-IN-BRIEF A-5 General Fund Expenditures General Fund Departments FY 20 Adopted Budget FY 21 Adopted Budget FY 22 Rec'd Budget Increase/ Decrease Percentage Change Economic Development 2,185,424 2,388,562 2,514,914.68 126,352.68 5.29 % Human Resources 2,800,540 2,629,008 3,267,669 638,661 24.29 % Mayor's Office 3,760,985 3,883,065 4,761,780 878,715 22.63 % Council Office 4,403,611 4,226,075 4,551,159 325,084 7.69 % Justice Courts 4,667,126 4,726,866 4,850,906 124,040 2.62 % Attorney's Office 7,117,830 7,123,638 8,133,002 1,009,364 14.17 % Finance Department 8,253,528 8,387,673 8,727,757 340,084 4.05 % 911 Communications Bureau 8,271,454 8,260,571 8,888,505 627,934 7.60 % Public Lands — — 18,828,718 NA NA Community & Neighborhoods 25,130,072 24,318,570 23,615,117 (703,453) (2.89) % Fire Department 42,552,583 42,737,520 45,587,400 2,849,880 6.67 % Public Services 46,548,274 46,655,226 34,341,928 (12,313,298) (26.39) % Police Department 82,235,729 79,097,332 83,370,502 4,273,170 5.40 % Non Departmental 92,496,881 91,695,897 98,299,196 6,603,299 7.20 % Total 330,424,037 326,130,003 349,738,555 4,779,833 78.34 % General Fund Expenditures Economic Development Human Resources Mayor's Office Council Office Justice Courts Attorney's Office Finance Department 911 Communications Bureau Public Lands Community & Neighborhoods Fire Department Public Services Police Department Non Departmental FY 21 Adopted Budget FY 22 Rec'd Budget —20,000,000 40,000,000 60,000,000 80,000,000 100,000,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE / BUDGET-IN-BRIEF A-6 General Fund Revenues by Type - 2015-2022 FY 2015 Actuals FY 2016 Actuals FY 2017 Actuals FY 2018 Actuals FY 2019 Actuals FY 2020 Actuals FY 2021 Budget FY 2022 Rec'd Property Taxes w/ PILOT 79,844,219 85,025,403 89,071,896 90,414,308 94,654,243 99,342,715 99,417,103 99,545,540 Sales and Use Taxes 57,873,242 59,927,247 62,776,248 67,940,454 99,403,846 116,199,002 100,797,099 109,556,477 Franchise Taxes 28,132,535 27,972,665 28,418,423 28,418,423 27,238,435 26,863,146 26,812,125 27,702,125 Licenses & Permits 24,271,698 28,689,152 35,004,151 30,608,768 36,960,240 32,637,293 28,601,482 29,750,132 Fines & Forfeitures 7,482,483 6,477,606 6,728,836 5,567,814 3,316,215 2,567,145 3,938,848 3,474,457 Intergovernmental 5,732,098 5,453,584 6,855,998 5,791,774 6,066,496 5,086,254 4,444,400 4,644,018 Charges & Fees 5,562,367 4,063,532 5,358,872 5,671,710 5,573,679 4,283,760 4,428,069 3,934,568 Parking 3,155,436 3,324,616 3,436,592 3,404,582 3,509,898 2,771,331 3,347,986 2,693,554 Other Revenue 24,736,731 44,399,610 36,270,649 39,643,865 38,231,125 35,993,002 54,342,891 68,437,684 Total Operating Revenue 236,790,809 265,333,415 273,921,665 277,461,698 314,954,177 325,743,648 326,130,003 349,738,555 Th ou s a n d s Other Revenue Parking Charges & Fees Intergovernmental Fines & Forfeitures Licenses & Permits Franchise Taxes Sales and Use Taxes Property Taxes w/ PILOT FY 20 1 5 A c t u a l s FY 20 1 6 A c t u a l s FY 20 1 7 A c t u a l s FY 20 1 8 A c t u a l s FY 20 1 9 A c t u a l s FY 20 2 0 A c t u a l s FY 20 2 1 B u d g e t FY 20 2 2 R e c ' d $0 $25,000 $50,000 $75,000 $100,000 $125,000 $150,000 $175,000 $200,000 $225,000 $250,000 $275,000 $300,000 $325,000 $350,000 $375,000 This stacked bar graph depicts the various types of revenue collected for the Salt Lake City General Fund and how some of these revenues have fluctuated over the years. In FY 2016, the Other Revenues increased primarily because of a new requirement that RDA-related property tax be passed through the City’s General Fund. It is also worth noting that sales tax revenues have increased markedly starting in FY 2019 due to the recently implemented Funding Our Future 0.5% increase in Salt Lake City’s sales tax rate. The Other Revenue category has also been impacted by anticipated American Recover Act grant funds. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE / BUDGET-IN-BRIEF A-7 GENERAL FUND REVENUE - FY 2021 Adopted V. 2022 Rec'd Budgets General Fund Revenue FY 2021 Adopted Budget FY 2022 Rec'd Budget Increase/ Decrease Percentage Change Property Tax 97,908,209 99,545,540 1,637,331 1.64 % RDA Related Property Tax 13,510,246 14,096,642 586,396 4.16 % Sales and Use Tax 100,797,099 109,556,477 8,759,378 8.00 % Franchise Tax 26,812,125 27,702,125 890,000 3.21 % Payment in Lieu of Taxes 1,508,894 1,562,042 53,148 3.40 % Intergovernmental Revenue 4,444,400 4,644,018 199,618 4.30 % Charges for Services 4,428,069 3,934,568 (493,501) (12.54) % Other Revenue 51,553,635 58,464,249 6,910,614 11.82 % Interfund Transfers In 20,281,706 22,032,894 1,751,188 7.95 % Available Fund Balance/Cash Reserves 4,885,620 8,200,000 3,314,380 40.42 % Total 326,130,003 349,738,555 23,608,552 7.24 % FY 2022 GF Revenue Property Tax 99,545,540 28.5% RDA Related Property Tax 14,096,642 4.0% Sales and Use Tax 109,556,477 31.3% Franchise Tax 27,702,125 7.9% Intergovernmental Revenue 4,644,018 1.3% Charges for Services 3,934,568 1.1% Other Revenue 58,464,249 16.7% Interfund Transfers In 22,032,894 6.3% Available Fund Balance/Cash Reserves 8,200,000 2.3% MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE / BUDGET-IN-BRIEF A-8 General Operations Interest & Sinking Fund Library Total FY 2010 0.003261 —0.000702 0.003963 FY 2011 0.00337 0.001076 0.000766 0.005212 FY 2012 0.003451 0.001124 0.000783 0.005358 FY 2013 0.003574 0.001097 0.000846 0.005517 FY 2014 0.003465 0.001064 0.00082 0.005349 FY 2015 0.003787 0.001066 0.000783 0.005636 FY 2016 0.003619 0.000989 0.000747 0.005355 FY 2017 0.003617 0.000941 0.000705 0.005263 FY 2018 0.003482 0.000772 0.00083 0.005084 FY 2019 0.003285 0.000692 0.000791 0.004768 FY 2020 0.003205 0.000648 0.000741 0.004594 FY 2021 0.002942 0.000713 0.000015 0.00367 History of Total Property Tax Rate 2010-2021 FY 20 1 1 FY 20 1 2 FY 20 1 3 FY 20 1 4 FY 20 1 5 FY 20 1 6 FY 20 1 7 FY 20 1 8 FY 20 1 9 FY 20 2 0 FY 20 2 1 0.0030 0.0035 0.0040 0.0045 0.0050 0.0055 0.0060 Property Tax Rates in Salt Lake City According to Utah State Code, municipalities cannot assess properties for more property tax revenue than was generated in the previous year, with the exception of new growth. As property values generally increase or decrease, property tax rates fluctuate accordingly. The accompanying graph (above) demonstrates how the boom in property values in the City affected the property tax rates that were assessed during the earlier years shown on the table above. It is also apparent in recent years as well. Sales Tax Revenues in Salt Lake City The table shown below demonstrates a steady increase in sales tax revenues in Salt Lake City over the past several years. A sharp increase came with the implementation of the additional one-half-percent sales tax increase that is used for funding our future. The anticipated drop in revenue from FY2020 to FY2021 was the result of the economic downturn brought on by the COVID 19 pandemic. In FY2022, the City anticipates sales and use tax revenues to increase to nearly the FY 2020 amount as the economy recovers. Fiscal Year Sales & Use Tax Receipts FY 2013 Actual 53,775,978 8.34 % FY 2014 Actual 55,380,938 2.98 % FY 2015 Actual 57,873,243 4.50 % FY 2016 Actual 59,927,247 3.55 % FY 2017 Actual 62,776,248 4.75 % FY 2018 Actual 67,940,454 8.23 % FY 2019 Actual 99,403,846 46.31 % FY 2020 Actual 110,652,000 11.32 % FY 2021 Budget 100,797,099 (8.91) % FY 2022 Budget 109,556,447 8.00 % MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE / BUDGET-IN-BRIEF A-9 FY 2021-22 Related Ordinance Changes and Other Budgetary Actions Revenue Related Ordinances Consolidated Fee Schedule Adoption and Changes – An ordinance amending the Salt Lake City Consolidated Fee Schedule to modify various fees included therein in accordance with the changes presented in the budget. The changes include adjustments to the CPI; Water, Sewer and Storm Water rates; and a change in the work of public way fees. Budget Ordinances Budget Adoption – An ordinance adopting the City budget, excluding the budget for the Library Fund which is separately adopted, and the employment staffing document of Salt Lake City for Fiscal Year 2021-22. Budget Adoption of the Salt Lake City Library – An ordinance adopting the budget and staffing document for the Library Fund of Salt Lake City for Fiscal Year 2021-22. Tax Rate of Salt Lake City and the City Library, including the Judgement Levy – An ordinance adopting the rate of tax levy, including the levy for the Library Fund, upon all real and personal property within Salt Lake City made taxable by law for Fiscal Year 2021-22. Adopting the Mayor’s Recommended Budget as the Tentative Budget of Salt Lake City – An ordinance adopting the Tentative Budgets of Salt Lake City, including the Tentative Budget of the Library Fund, for Fiscal Year 2021-22. Budget Resolutions Budget Adoption of the Local Building Authority (LBA) - A resolution adopting the final budget for the Capital Projects Fund of the Local Building Authority of Salt Lake City for Fiscal Year 2021-22. Adopting the Mayor’s Recommended Budget as the Tentative Budget of the Local Building Authority – A resolution adopting the Tentative Budgets for the Capital Projects Fund of the Local Building Authority of Salt Lake City, for Fiscal Year 2021-22. Budget Adoption of the Redevelopment Agency (RDA) - A resolution adopting the final budget for the Redevelopment Agency of Salt Lake City for Fiscal Year 2021-22. Adopting the Mayor’s Recommended Budget as the Tentative Budget of the Redevelopment Agency of Salt Lake City – A resolution adopting the Tentative Budgets of the Redevelopment Agency of Salt Lake City, for Fiscal Year 2021-22. Human Resources Issues Compensation Plan Ordinances – Ordinances adopting the compensation plan as ordinance for all appointed and non-represented employees of Salt Lake City. Memorandum of Understanding (MOU) Adoption Ordinance(s) – Ordinance(s) approving the Memorandum of Understanding(s) and wage agreements between Salt Lake City Corporation and the American Federation of State, County, and Municipal Employees, Local 1004; the International Police Association’s Local 75; and the International Association of Firefighters Local 81. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE / BUDGET-IN-BRIEF A-10 Other Policy Issues Public Lands Department Creation - Ordinance to create the Department of Public Lands Engineers Report To the Director of Public Services - Ordinance removing Engineers from reporting to Community and Neighborhoods and having them report to the Director of Public Lands. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE / BUDGET-IN-BRIEF A-11 This page intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 SALT LAKE CITY PROFILE / BUDGET-IN-BRIEF A-12 This page intentionally left blank Budget Summary The last year was an especially challenging year. For Salt Lake City, the challenges were felt by residents, businesses and the employees who work for the City. In spite of those challenges, Salt Lake City was able to overcome and come out strong and ready to move forward. Fiscal year 2022 represents the first step in recovery for the City. While many areas struggled, the City was able to maintain a healthy sales tax base and had better than expected revenues from permits carrying us through the challenges of FY2021. For fiscal year 2022, the City enacted a budget committee to help the Mayor in budget decision making. The Budget Committee consisted of 6 Department Directors, the Mayor’s Chief of Staff and the Budget Director. The committee was present as each Department presented their budget initiatives to the Mayor. The committee then met multiple times to weigh the many options presented and provide recommendations to the Mayor. The committee and the Mayor collaborated to compile a balanced budget that would provide the City with a plan to move forward and break out of the challenges from the previous year. In Preparation for the budget Mayor Mendenhall listed four areas as her priorities. Those were: • Our Growth: Harnessing our growth for the good of all residents: • Our Environment: Leading the way on environmental resilience and stewardship; • Our Communities: Creating inclusive and equitable opportunities for all: and • Our City Family: Supporting employees’ physical, mental, and economic well-being. The Mayor and committee considered these priorities as they made budgetary decisions. Another component that was considered was the possibilities of the American Rescue Plan (ARP) available to the City. With available funding from the American Rescue Plan, Salt Lake City has the opportunity to initiate generational change. The Mayor and the budget committee considered options to help lead that transformation. Mayor Mendenhall considered programs and positions that could help the City move forward and meet the needs of residents and businesses now and into the future. This budget reflects the promise extended by the American Rescue Plan and a continuation of the positive revenues the City carried through the current fiscal year. The budget provides for an expansion of services to carry Salt Lake City forward to a bright future. REVENUES Salt Lake City revenue across all funds for fiscal year 2022 are $1,334,241,569. This represents an increase of 9.4% over fiscal year 2021 budgeted revenues. The increase is the result of additional revenue from rate increases at public utilities and the recognition of a portion of anticipated revenues from the American Rescue Plan. The largest contributors to City revenues are the Airport, Public Utilities and General Fund. Airport revenues are budgeted at $260.0 million while Public Utilities total revenue across all funds is $421.2 million. The General Fund FY2022 budget is $349.7 million including use of fund balance. The City uses conservative projections and maintains adequate reserves in each fund to insure long-term financial stability. For the general fund, Salt Lake City creates its annual budget based on historical trend average of on-going revenues. From these averages the City then projects future growth, one-time revenues and potential new revenues to establish a final revenue projection. This projection becomes the basis of the budget for the Mayor and administration to create a balanced budget. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-1 GENERAL FUND REVENUE For fiscal year 2022, total general fund revenue increased by 3.75%. The increase is associated with projected increases in sales tax and revenue from the ARP. For FY2022 the City projected significant increases in sales tax, permits and interfund reimbursements. The City also budgeted $2.2 million in additional revenue to be considered with policy and ordinance changes including a proposal to budget property tax revenues at FY2021 projected levels. To help the City through the Covid-19 recovery phase the City used fund balance reserves to cover projected deficits. While fund balance reserves were used the amount used still allowed the City to maintain a projected 15% fund balance for fiscal year 2022. Sales Tax is budgeted to increase by $8.8 million bringing the projected amount in line with revenue the City saw in fiscal year 2020. Other notable increases in revenue were building permits that are budgeted to increase by $4.7 million, Franchises taxes are up almost one million dollars due to increased rates within Public Utilities, and interfund reimbursement is up $1.4 million from a letter of agreement between the Airport and the Fire Department. Noteworthy decreases in revenue are business licenses are projected to be $1.6 million lower than fiscal year 2021 budget, interest expense is budgeted $660,000 below last fiscal year while the City continues to see decreases in parking meter and parking fines from decreased traffic in the City. Lastly, the budget also includes a one-time transfer to the General Fund of $915,195 from the Insurance and Risk Internal Service Fund due to a single health insurance premium holiday. EXPENSES Total expense for Salt Lake City is budgeted at $1,789,303,140 across all funds. This represents an increase of $512.4 million from last fiscal year, or a 28.6% increase. Total Airport budget is set at just over $706.5 million due to anticipated costs for the airport expansion, while Public Utilities is budgeted at $420.5 million and the General Fund at $349.7 million. The budget includes the addition of 75.7 full-time positions (FTEs) across all funds. The largest increases are in the General Fund (42.85), Public Utilities (17) and IMS (15). GENERAL FUND EXPENSE General Fund expense increased by $23.6 million an increase of 6.75% from FY2021. Major changes to expense include salary, pension and benefit changes totaling $4.2 million. The budget also includes the addition of 42.85 FTEs at an anticipated cost of approximately $3.7 million. The General Fund budget introduces some organizational shifts. The reorganization described below is one step forward to building a “one city” approach. Along with the formal organizational structures, city leadership is putting in place informal but essential work teams that bring together talent across departments for coordinated project and planning work. For example, the Development Review Team was created several years ago to give developers a one-stop shop so they are not surprised as they design a project. The ERP software implementation team is another example that brings employees together to implement a very large, multi-year, city-wide system. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-2 The budget creates the Public Lands Department. COVID made obvious what we have always known; our open spaces, parks, trails, and golf courses are not a luxury, they are essential. Salt Lake City residents know that our access to parks, open space and public lands are one of the benefits of living here. This is the vital role that our parks and natural spaces play in Salt Lake City. They are one of our most foundational civic assets, providing environmental, social and economic benefits. Investing in public lands through improved infrastructure, community engagement and place-based strategies can also address long-standing social and economic divides. Increased walk ability and urban connectivity will put more residents in close proximity to our parks. Youth & Family is moving from Department of Public Services to Department of Community & Neighborhoods. One of CAN’s core functions is community services. There is no division in the city whose core function is closer to the community than Youth & Family. Serving the youth of our city in out of school, and after school programs, Youth & Family fills an essential gap in services – often in our most vulnerable and at-risk communities. They will be integral to CAN’s focus on stabilizing the community through equitable investment, partnerships, and programs. Engineering is moving from Community and Neighborhoods to Public Services. Engineering serves all city departments, other than the Airport, as they plan for and maintain city infrastructure. While that will continue, the proposed reorganization will bring general fund asset development and management together under one leadership structure. Additionally, the Capital Asset Development Manager will move from the Capital Asset Real Estate Services team to Engineering. Greater efficiencies and coordination will be the expected outcome. Emergency Management is moving to Fire. The events of 2020 provided the best justification possible for the city to make a strong investment in our ability to respond to all emergencies. This restructuring will bolster Salt Lake City’s highly skilled and dedicated Emergency Management Division with additional staff who are dedicated to the Emergency Management Mission to prepare for, mitigate and recover from natural and man-made disasters that impact Salt Lake City. This team will not only address the needs of our internal customers (City departments and employees) but also those of the greater SLC community. It is vital that we address the separate, yet equally critical, needs of these two distinct audiences to best prepare ourselves and our community to respond in the event of an emergency. We are re-titling the Office of Human Rights to the Office of Equity and Inclusion in the Mayor’s Office. Starting with the hiring of a new Chief Equity Officer and two positions in Mayor's Office, we will bolster this team with two FTE’s that currently reside in CAN and a Consumer Protection position that currently sits in Finance. By adding this team to our already dynamic and diverse employees in the Mayor’s Office, we stand poised to take on the implementation of the highly anticipated Citywide Equity Plan. The budget also includes recommendations from the City’s new Racial Equity in Policing Commission. The Commission on Racial Equity in Policing was formed by the Mayor and City Council in July 2020 to examine SLCPD’s policies, culture, and budget and any City policies that influence SLCPD’s culture or policies. The Commission is composed of individuals who represent a broad and diverse range of communities of color, expertise, and viewpoints in Salt Lake City. The Commission’s six core members were selected by the Mayor and City Council to lead in the structure of the Commission, invite others to participate, and to create the space for productive and inclusive discourse with the broad group of Commissioners and the diversity of opinions therein. The Commission now includes 21 members. The Commission has formed three subcommittees: police training, policies and practices, and school safety. These subcommittees are creating community-informed recommendations, that will be delivered to the Mayor and City Council Department for further action. An independent facilitator assists this MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-3 Commission in its work, which is also supported by staff from the Mayor’s Office and the City Council Office. Current Commission initiatives reflected in the Mayor’s Recommended FY21-22 Budget include: • Funding for the Peer Court Program, a restorative justice program working to combat the disproportionate involvement of marginalized youth in the juvenile justice system by providing accountability outside of the criminal justice system. • New Senior Advisor position in the Mayor’s Office to focus on equity in education. • Additional ongoing funding for Crisis Intervention Training for all SLCPD officers. • Funding for 6 full-time social workers to fully staff the SLCPD’s co-responder program. Other notable changes include budget considerations for the implementation of a new enterprise resource planning (ERP) system, funding for the purchase of fire apparatus at $4.0 million dollars and a contribution to CIP of $17.7 million. Salary, Benefit and Compensation Costs The largest portion of the general fund budget is personnel costs. The total cost for compensation included in the budget is $215.9 million. This represents a 5.3% increase over FY2021. Budgeted salary, pension and benefit increases totaled $4.1 million for general fund employees. The budget includes honoring merit increases scheduled for award throughout FY2022 to all represented employees (AFSCME 100, 200 & 330 series employees; Fire 400 & 901 series employees; and Police 500 series employees) at estimated cost of $1.6 million to the general fund (2.3 million for all funds). Additionally, although negotiations will be ongoing at the time the FY2019-20 budget is submitted to the City Council, the Administration has included in the budget an amount equivalent to at least 1% of the base salaries for represented employees. The distribution of actual employee pay increases is subject to negotiations resulting in a tentative agreement and ratification according to the Collective Bargaining Resolution. Non-Represented employees, (000, 300, 600, 800 and 900 series) will receive a 1% general increase to their base salary. As recommended by the Citizens’ Compensation Advisory Committee, the budget includes market adjustments for certain benchmarked employee groups in the city who lag significantly behind market pay rates by more than 5%. The projected costs for market adjustments are approximately $154,700 for the general fund ($499K for all funds). The City continues to operate a single high deductible health plan. The Utah Retirement Systems (URS) requires the city’s medical plan reserve be maintained at a level to cover claims for a minimum of 55 days and a maximum of 100 days of premiums. This year the budget includes a premium increase of 3.5% to the Summit STAR plan. The needed increase is to continue to keep up with trend, as identified by PEHP’s Actuary, from year to year. The cost of the insurance changes and enhancements is $764 thousand for the general fund ($1.3 million for all funds). Capital Improvement Program The Capital Improvement Fund is used for payment of sales tax bond debt service and other infrastructure improvements including streets, sidewalks, city buildings, curb, gutter, street lighting, parks, open space, trails and bicycle facilities. More information on the specific projects funded this year is available in the Capital Improvement Section of this Book. Detailed information will be provided in the Mayor’s recommended CIP Book that will be published soon. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-4 The budget includes a General Fund contribution to the Capital Improvement Fund of $17.7 million including funding from the Funding Our Future sales tax. The contribution for new projects is at $7.04 million for fiscal year 2022. This amount will be added to potential bond funding and other funding to continue to enhance the capital assets of the City. The total FY2021 CIP exceeds $703.1 million with the inclusion of various projects funded by the Redevelopment Agency of Salt Lake City, the Department of Airports, Public Utilities, Golf, federal and state partnerships, Class “C” Funds, Impact Fees and the General Fund. Most of this funding is from construction of the new Airport ($390.9 million) and Public Utility improvements ($276.5 million). Funding Our Future Sales Tax To maintain our commitment to transparency, we have once again separated the Funding Our Future budget—nearly $36.5 million dollars—to show use in the priority areas of housing, transit, streets, and public safety including . Funding supports a total of 105 FTE’s as well as setting aside funding for CIP. Housing - The budget allocates $5.2 million toward affordable housing through land discounts and financing, incentivized rent assistance and service to the most vulnerable. Transit –$4.5 million is budgeted for the first three lines of the frequent transit network (FTN), with an additional $1.1 million in funding for additional routes. $1.1 million in funding is also provided for an on- demand ride service to help residents reach transit networks. Streets - The budget includes continuing funding for the new streets team funded last year and additional equipment to expand the reach of that team. Additionally, the budget includes $2.3 million for new infrastructure CIP projects. Public Safety – The budget allocates funding for 50 police officers over the past two years to improve the safety of our communities, including City parks. The budget also includes funding for additional dispatchers as well as a contribution for fire apparatus. Other Notable Expenses The budget transfers the small business loan administrator from the HAND division to Economic Development. This will help the Department of Economic Development meet the challenges with the new loan programs associated with the current pandemic. The budget also transfers the Gallivan employees to the RDA. These positions are funded through the Gallivan Utah Center Owner’s Association. The budget includes an increase for Emergency Management to purchase Web EOC and to support increases to the City’s citywide radio system. Funding is also transferred from each department to IMS to purchase Adobe Enterprises for all City Departments. CONCLUSION The FY 2021-2022 budget will allow Salt Lake City to rise above the challenges of the last fiscal year. The budget will establish the base for generational change and will set a course for both economic and cultural recovery. The budget supports the core values and services of the City and will allow City residents to continue to enjoy a safe, healthy, and vibrant Salt Lake City. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-5 Revenue and Other Sources GENERAL FUND (FC 10): Property Taxes 98,064,182 97,908,209 99,545,466 RDA Related Property Tax 13,245,339 13,510,246 14,096,716 Sale and Use Taxes 116,199,002 100,797,099 109,556,477 Franchise Taxes 26,863,146 26,812,125 27,702,125 Payment in Lieu of Taxes 1,278,532 1,508,894 1,562,042 TOTAL TAXES 255,650,201 240,536,573 252,462,826 Intergovernmental Revenue 5,086,254 4,444,400 4,644,018 Charges for Services 3,523,747 4,428,069 3,934,568 Other Revenue 54,240,359 51,553,635 58,464,249 Interfund Transfers In 20,574,064 20,281,706 22,032,894 TOTAL OTHER REVENUES 83,424,424 80,707,810 89,075,729 SUBTOTAL GENERAL FUND REVENUES 339,074,625 321,244,383 341,538,555 Fund Balance/Cash Reserves Used — 4,885,620 8,200,000 TOTAL GENERAL FUND SOURCES 339,074,625 326,130,003 349,738,555 MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-6 CAPITAL PROJECTS FUND (FC 83, 84 & 86): Intergovernmental Revenue 8,484,754 3,154,706 3,492,211 Sale of Land 405,921 200,000 200,000 Other Revenue 2,918,915 224,554 5,122,554 Bond Proceeds 20,200,935 — — Interfund Transfers In 11,359,150 15,782,971 9,166,589 Interfund Transfers In-Impact fees — 5,058,011 8,276,103 Impact fees 12,712,664 — — TOTAL CAPITAL PROJECTS FUND REVENUES 56,082,339 24,420,242 26,257,457 Fund Balance/Cash Reserves Used — 672,979 TOTAL CAPITAL PROJECTS FUND 56,082,339 25,093,221 26,257,457 ENTERPRISE FUNDS: AIRPORT (FC 54, 55 & 56) Intergovernmental Revenue 31,124,710 3,945,500 2,950,500 Charges for Services 209,772,021 239,123,500 244,960,200 Other Revenue 25,636,529 31,823,000 10,078,899 TOTAL AIRPORT FUND REVENUES 266,533,260 274,892,000 257,989,599 Fund Balance/Cash Reserves Used 601,373,856 27,419,600 448,802,901 TOTAL AIRPORT FUND SOURCES 867,907,116 302,311,600 706,792,500 GOLF (FC 59) Charges for Services 6,514,371 7,425,389 7,761,704 Other Revenue 64,825 400 768,500 Interfund Transfers In 1,191,078 1,613,567 1,869,909 TOTAL GOLF FUND REVENUES 7,770,274 9,039,356 10,400,113 Fund Balance/Cash Reserves Used — — — TOTAL GOLF FUND SOURCES 7,770,274 9,039,356 10,400,113 RDA (FC 92) Charges for Services 30,954,894 1,557,335 1,458,035 Other Revenue 45,355,312 36,157,249 39,517,586 Interfund Transfers In 15,835,339 16,518,035 16,966,582 TOTAL RDA FUND REVENUES 92,145,545 54,232,619 57,942,203 Fund Balance/Cash Reserves Used — — — TOTAL RDA FUND SOURCES 92,145,545 54,232,619 57,942,203 MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-7 REFUSE COLLECTION (FC 57) Charges for Services 12,084,784 11,793,195 12,940,410 Other Revenue 1,816,813 808,099 7,277,904 TOTAL REFUSE COLLECTION FUND REVENUES 13,901,597 12,601,294 20,218,315 Fund Balance/Cash Reserves Used — 3,914,143 4,495,190 TOTAL REFUSE COLLECTION FUND SOURCES 13,901,597 16,515,437 24,713,505 SEWER UTILITY (FC 52) Charges for Services 45,383,441 50,321,000 58,128,437 Other Revenue 8,282,856 148,909,301 220,599,323 TOTAL SEWER UTILITY FUND REVENUES 53,666,297 199,230,301 278,727,760 Fund Balance/Cash Reserves Used 39,067,152 13,408,098 — TOTAL SEWER UTILITY FUND SOURCES 92,733,449 212,638,399 278,727,760 STORM WATER UTILITY (FC 53) Charges for Services 10,794,137 9,743,500 10,716,550 Other Revenue 820,521 1,002,670 7,082,200 TOTAL STORM WATER UTILITY FUND REVENUES 11,614,658 10,746,170 17,798,750 Fund Balance/Cash Reserves Used 930,755 7,215,690 1,402,263 TOTAL STORM WATER UTILITY FUND SOURCES 12,545,413 17,961,860 19,201,013 WATER UTILITY (FC 51) Charges for Services 83,655,585 71,012,328 86,838,106 Other Revenue 3,834,354 49,645,304 33,709,402 TOTAL WATER UTILITY FUND REVENUES 87,489,939 120,657,632 120,547,508 Fund Balance/Cash Reserves Used 2,602,186 5,675,561 6,818,047 TOTAL WATER UTILITY FUND SOURCES 90,092,125 126,333,193 127,365,555 STREET LIGHTING DISTRICT (FC 48) Charges for Services 4,258,690 4,230,298 4,101,769 Other Revenue 119,716 56,500 89,000 TOTAL STREET LIGHTING DISTRICT FUND REVENUES 4,378,406 4,286,798 4,190,769 Fund Balance/Cash Reserves Used 475,729 1,092,899 1,508,894 TOTAL STREET LIGHTING DISTRICT FUND SOURCES 4,854,135 5,379,697 5,699,663 MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-8 HOUSING LOANS & TRUST (FC 78) Intergovernmental Revenue — 500,000 890,000 Charges for Services 1,132,239 4,000 4,000 Other Revenue 2,597,385 13,195,000 10,985,000 Interfund Transfers In 16,463,021 6,640,000 1,250,000 TOTAL HOUSING LOANS & TRUST FUND REVENUES 20,192,645 20,339,000 13,129,000 Fund Balance/Cash Reserves Used — 2,909,016 2,992,000 TOTAL HOUSING LOANS & TRUST FUND SOURCES 20,192,645 23,248,016 16,121,000 INTERNAL SERVICE FUNDS: FLEET MANAGEMENT (FC 61) Charges for Services 12,240,437 12,816,053 2,400 Other Revenue 3,943,070 1,261,940 17,665,894 Interfund Transfers In 11,893,100 5,000,000 10,269,716 TOTAL FLEET MANAGEMENT FUND REVENUES 28,076,607 19,077,993 27,938,007 Fund Balance/Cash Reserves Used — 131,278 152,568 TOTAL FLEET MANAGEMENT FUND SOURCES 28,076,607 19,209,271 28,090,575 GOVERNMENTAL IMMUNITY (FC 85) Other Revenue 233,497 20,000 20,000 Interfund Transfers In 2,767,963 2,767,963 2,767,963 TOTAL GOVERNMENTAL IMMUNITY FUND REVENUES 3,001,460 2,787,963 2,787,963 Fund Balance/Cash Reserves Used — 67,240 145,950 TOTAL GOVERNMENTAL IMMUNITY FUND SOURCES 3,001,460 2,855,203 2,933,913 INFORMATION MANAGEMENT SERVICES (FC 65) Charges for Services 17,125,146 17,345,710 24,250,240 Other Revenue 1,680,869 — — Interfund Transfers In — — — TOTAL INFORMATION MGMT. FUND REVENUES 18,806,015 17,345,710 24,250,240 Fund Balance/Cash Reserves Used — 943,977 52,247 TOTAL INFORMATION MGMT. FUND SOURCES 18,806,015 18,289,687 24,302,487 MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-9 INSURANCE & RISK MANAGEMENT (FC 87) Charges for Services 46,361,295 48,144,566 51,305,318 Other Revenue 200,071 288,057 200,000 TOTAL INSURANCE AND RISK MGMT. FUND REVENUES 46,561,366 48,432,623 51,505,318 Fund Balance/Cash Reserves Used 1,785,271 2,976,402 1,434,171 TOTAL INSURANCE AND RISK MGMT. FUND SOURCES 48,346,637 51,409,025 52,939,489 SPECIAL ASSESSMENT FUNDS: CURB/GUTTER (FC 20) Special Assessment Taxes 13,844 3,000 3,000 Other Revenue 26,713 — — TOTAL CURB /GUTTER S.A. FUND REVENUES 40,557 3,000 3,000 Fund Balance/Cash Reserves Used 155,174 — — TOTAL CURB /GUTTER S.A. FUND SOURCES 195,731 3,000 3,000 SPECIAL REVENUE FUNDS: CDBG OPERATING (FC 71) Intergovernmental Revenue — 3,509,164 5,341,332 Interfund Transfers In 4,700,000 — — TOTAL CDBG FUND REVENUES 4,700,000 3,509,164 5,341,332 Fund Balance/Cash Reserves Used — — TOTAL CDBG FUND SOURCES 4,700,000 3,509,164 5,341,332 EMERGENCY 911 DISPATCH (FC 60) E911 Telephone Surcharges 4,579,264 3,850,000 3,850,000 Other Revenue 57,715 75,000 75,000 TOTAL E911 FUND REVENUES 4,636,979 3,925,000 3,925,000 Fund Balance/Cash Reserves Used — — 131,856 TOTAL E911 FUND SOURCES 4,636,979 3,925,000 4,056,856 MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-10 MISC. GRANTS OPERATING (FC 72) Intergovernmental Revenue 5,248,752 2,655,028 16,517,971 Other Revenue 1,224,690 5,606,016 420,000 Interfund Transfers In 350,000 — — TOTAL MISC. GRANTS OPERATING FUND REVENUES 6,823,442 8,261,044 16,937,971 Fund Balance/Cash Reserves Used 10,588,785 — — TOTAL MISC. GRANTS OPERATING FUND SOURCES 17,412,227 8,261,044 16,937,971 MISC. SPEC. SERV. DISTRICTS (FC 46) Special Assessment Taxes 532,337 1,550,000 1,550,000 Other Revenue 7,423 — — Interfund Transfers In — — — TOTAL MISC. SPEC. SERV. DISTRICTS FUND REVENUES 539,760 1,550,000 1,550,000 Fund Balance/Cash Reserves Used 605,585 — — TOTAL MISC. SPEC. SERV. DISTRICTS FUND SOURCES 1,145,345 1,550,000 1,550,000 OTHER SPECIAL REVENUE FUNDS (FC 73) Special Assessment Taxes — — — Charges for Services 99,423 — — Other Revenue 265,782 — 273,797 Interfund Transfers In — — — TOTAL OTHER SPECIAL REVENUE FUND REVENUES 365,205 — 273,797 Fund Balance/Cash Reserves Used — — — TOTAL OTHER SPECIAL REVENUE FUND SOURCES 365,205 — 273,797 SALT LAKE CITY DONATION FUND (FC 77) Contributions 552,901 500,000 527,000 Other Revenue 2,147,589 1,880,172 2,225,565 Interfund Transfers In — — — TOTAL DONATION FUND REVENUES 2,700,490 2,380,172 2,752,565 Fund Balance/Cash Reserves Used — — — TOTAL DONATION FUND SOURCES 2,700,490 2,380,172 2,752,565 MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-11 QUARTER CENT SALES TAX FOR TRANSPORTATION (FC 69) Transfer from Salt Lake County — — — Other Revenue 4,700,000 4,467,000 7,700,000 TOTAL QUARTER CENT REVENUES 4,700,000 4,467,000 7,700,000 Fund Balance/Cash Reserves Used — 3,104,945 — TOTAL QUARTER CENT SOURCES 4,700,000 7,571,945 7,700,000 DEBT SERVICE FUNDS: DEBT SERVICE (FC 81) Property Taxes 17,362,742 21,196,660 17,315,863 Intergovernmental Revenue 4,082,326 2,419,710 2,463,923 Bond proceeds 82,470 — — Other Revenue (253,288) — — Interfund Transfers In 11,972,534 11,502,213 10,335,637 TOTAL DEBT SERVICE FUND REVENUES 33,246,784 35,118,583 30,115,423 Fund Balance/Cash Reserves Used 13,909,576 2,400,818 735,000 TOTAL DEBT SERVICE FUND SOURCES 47,156,360 37,519,401 30,850,423 TOTAL REVENUE BUDGET 1,102,348,250 1,194,081,047 1,323,820,645.28 TOTAL USE OF FUND BALANCE 671,494,069 73,713,321 476,871,087 GRAND TOTAL OF SOURCES 1,773,842,319 1,267,794,368 1,800,691,732 Expenses and Other Uses GENERAL FUND RESERVES CITY COUNCIL OFFICE General Fund 4,099,447 4,516,175 4,551,159 CITY COUNCIL OFFICE TOTAL EXPENDITURES 4,099,447 4,516,175 4,551,159 OFFICE OF THE MAYOR General Fund 3,885,212 3,883,065 4,761,780 OFFICE OF THE MAYOR TOTAL EXPENDITURES 3,885,212 3,883,065 4,761,780 DEPARTMENT OF AIRPORTS Airport Fund 266,533,260 302,311,600 706,792,500 Increase Fund Balance/Cash Reserves — — — MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-12 DEPARTMENT OF AIRPORTS TOTAL EXPENDITURES 266,533,260 302,311,600 706,792,500 SALT LAKE CITY ATTORNEY General Fund 6,933,580 7,123,638 8,133,002 Governmental Immunity Internal Svc. Fund (967,398) 2,855,203 2,933,913 Increase Fund Balance/Cash Reserves 3,968,858 — — Insurance & Risk Mgmt. Internal Svc. Fund 3,835,426 4,113,406 Increase Fund Balance/Cash Reserves — — — SALT LAKE CITY ATTORNEY TOTAL EXPENDITURES 9,339,434 13,814,267 15,180,321 DEPT OF COMMUNITY AND NEIGHBORHOODS General Fund 24,497,495 24,318,570 23,615,117 Quarter Cent Sales Tax for Transportation 273,914 7,571,945 5,307,142 Increase Fund Balance/Cash Reserves 4,426,086 — 2,392,858 DEPT OF COMMUNITY AND NEIGHBORHOODS TOTAL EXPENDITURES 24,771,409 31,890,515 28,922,259 DEPARTMENT OF ECONOMIC DEVELOPMENT General Fund 2,010,905 2,388,562 2,514,915 Redevelopment Agency Fund 41,290,827 54,232,619 — Increase Fund Balance/Cash Reserves 50,854,627 — — DEPARTMENT OF ECONOMIC DEVELOPMENT TOTAL EXPENDITURES 43,301,732 56,621,181 2,514,914.68 DEPARTMENT OF FINANCE General Fund 8,391,680 8,387,673 8,727,757 IMS - IFAS 1,466,680 5,086,937 Increase Fund Balance/Cash Reserves — — — Risk 35,562 35,562 Increase Fund Balance/Cash Reserves — — — DEPARTMENT OF FINANCE TOTAL EXPENDITURES 9,021,647 9,889,915 13,850,256 FIRE DEPARTMENT General Fund 42,269,607 42,737,520 45,587,400 FIRE DEPARTMENT TOTAL EXPENDITURES 42,269,607 42,737,520 45,587,400 HUMAN RESOURCES General Fund 2,675,240 2,629,008 3,267,669 Insurance & Risk Mgmt. Internal Svc. Fund 44,937,823 47,538,037 48,790,521 MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-13 Increase Fund Balance/Cash Reserves — — — HUMAN RESOURCES TOTAL EXPENDITURES 47,613,063 50,167,045 52,058,190 INFORMATION MANAGEMENT SERVICES Information Management Service Fund 14,240,960 16,823,007 19,215,550 Increase Fund Balance/Cash Reserves 3,970,650 — — INFO. MGMT. SERVICES INTERNAL SERVICES FUND TOTAL EXPENDITURES 16,823,007 19,215,550 JUSTICE COURT General Fund 4,405,308 4,726,866 4,850,906 JUSTICE COURT TOTAL EXPENDITURES 4,405,308 4,726,866 4,850,906 POLICE DEPARTMENT General Fund 82,744,714 79,097,332 83,370,502 POLICE DEPARTMENT TOTAL EXPENDITURES 82,744,714 79,097,332 83,370,502 PUBLIC LANDS General Fund — — 18,828,718 Golf Enterprise Fund — — 9,697,417 Increase Fund Balance/Cash Reserves — — 702,696 PUBLIC LANDS TOTAL EXPENDITURES — — 28,526,135 PUBLIC SERVICES DEPARTMENT General Fund 46,334,048 46,655,226 34,341,928 Golf Enterprise Fund 7,858,889 8,484,897 — Increase Fund Balance/Cash Reserves 483,438 554,459 — Fleet Management Internal Service Fund 24,279,893 19,209,271 28,090,574 Increase Fund Balance/Cash Reserves 3,796,714 — — PUBLIC SERVICES DEPARTMENT TOTAL EXPENDITURES 70,613,941 65,864,497 62,432,502 911 COMMUNICATION BUREAU General Fund 8,204,000 8,260,571 8,888,505 911 COMMUNICATIONS BUREAU TOTAL EXPENDITURES 8,204,000 8,260,571 8,888,505 PUBLIC UTILITIES DEPARTMENT Sewer Utility Enterprise Fund 92,733,449 212,638,399 268,213,796 Increase Fund Balance/Cash Reserves — — 10,513,964 Storm Water Utility Enterprise Fund 12,545,413 17,961,860 19,201,013 MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-14 Increase Fund Balance/Cash Reserves — — — Water Utility Enterprise Fund 90,092,125 126,333,193 127,365,555 Increase Fund Balance/Cash Reserves — — — Street Lighting Enterprise Funds 4,854,135 5,379,697 5,699,663 Increase Fund Balance/Cash Reserves — — — PUBLIC UTILITIES DEPARTMENT TOTAL EXPENDITURES 200,225,122 362,313,149 420,480,027 SUSTAINABILITY DEPARTMENT Refuse Fund 13,180,361 16,515,437 24,713,505 Increase Fund Balance/Cash Reserves 721,236 — — SUSTAINABILITY DEPARTMENT TOTAL EXPENDITURES 13,180,361 16,515,437 24,713,505 REDEVELOPMENT AGENCY Redevelopment Agency Fund — — 57,942,203 Increase Fund Balance/Cash Reserves — — — REDEVELOPMENT AGENCY TOTAL EXPENDITURES — — 57,942,203 NON DEPARTMENTAL General Fund 40,194,845 91,405,797 98,299,196 Curb/Gutter Special Assessment Fund 195,731 3,000 3,000 Increase Fund Balance/Cash Reserves — — — Street Lighting Special Assessment Fund — — — Increase Fund Balance/Cash Reserves — — — CDBG Operating Special Revenue Fund 273,914 3,509,164 5,341,332 Increase Fund Balance/Cash Reserves 4,426,086 — — Emergency 911 Dispatch Special Rev. Fund 4,033,127 3,789,270 4,056,856 Increase Fund Balance/Cash Reserves 603,852 135,730 — Housing Loans & Trust Special Rev. Fund 6,252,692 23,248,016 16,121,000 Increase Fund Balance/Cash Reserves 13,939,953 — — Misc. Grants Operating Special Rev. Fund 17,412,227 8,261,044 16,937,971 Increase Fund Balance/Cash Reserves — — — Misc. Spec. Svc. Districts Special Rev. Fund 1,145,345 1,550,000 1,550,000 Increase Fund Balance/Cash Reserves — — — Other Special Revenue Funds 331,086 — 273,797 Increase Fund Balance/Cash Reserves 34,119 — — Salt Lake City Donation Fund 2,231,410 2,380,172 2,752,565 Increase Fund Balance/Cash Reserves 469,080 — — MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-15 Debt Service Funds 47,156,360 37,519,401 30,850,423 Increase Fund Balance/Cash Reserves — — — Capital Projects Fund 33,933,282 25,093,221 26,257,457 Increase Fund Balance/Cash Reserves 21,852,047 — — NON DEPARTMENTAL TOTAL EXPENDITURES 153,160,019 196,759,085 202,443,597 GEN FUND BAL/CASH RESERVES TOTAL EXPENSE BUDGET 956,044,495 1,211,958,607 1,787,082,213 TOTAL INC TO FUND BALANCE 53,782,595 135,730 13,609,518 GRAND TOTAL OF USES 1,009,827,090 1,212,094,337 1,800,691,731 NET CHANGE TO FUND BALANCE (617,711,474) (73,577,591) (463,261,569) Governmental Fund Type: TOTAL GENERAL FUND: 276,646,081 326,130,003 349,738,555 CITY COUNCIL OFFICE 4,099,447 4,516,175 4,551,159 OFFICE OF THE MAYOR 3,885,212 3,883,065 4,761,780 SALT LAKE CITY ATTORNEY 6,933,580 7,123,638 8,133,002 COMMUNITY AND NEIGHBORHOODS 24,497,495 24,318,570 23,615,117 DEPT OF ECONOMIC DEVELOPMENT 2,010,905 2,388,562 2,514,915 DEPARTMENT OF FINANCE 8,391,680 8,387,673 8,727,757 FIRE DEPARTMENT 42,269,607 42,737,520 45,587,400 HUMAN RESOURCES 2,675,240 2,629,008 3,267,669 JUSTICE COURTS 4,405,308 4,726,866 4,850,906 POLICE DEPARTMENT 82,744,714 79,097,332 83,370,502 PUBLIC LANDS — — 18,828,718 PUBLIC SERVICES DEPARTMENT 46,334,048 46,655,226 34,341,928 911 COMMUNICATIONS BUREAU 8,204,000 8,260,571 8,888,505 NON DEPARTMENTAL 40,194,845 91,405,797 98,299,196 TOTAL SPECIAL REVENUE FUNDS 25,427,109 27,061,595 36,219,663 TOTAL DEBT SERVICE FUNDS 47,352,091 37,522,401 30,853,423 TOTAL CAPITAL PROJECTS FUNDS 33,933,282 25,093,221 26,257,457 Proprietary Fund Type: TOTAL INTERNAL SERVICE FUNDS 86,494,497 91,763,186 108,266,463 TOTAL ENTERPRISE FUNDS 486,191,435 704,388,202 1,235,746,652 TOTAL EXPENSE BUDGET 956,044,495 1,211,958,607 1,787,082,213 MAYOR'S RECOMMENDED BUDGET ANNUAL FISCAL PERIOD 2021-22 MAYOR'S ADOPTED RECOMMENDED ACTUAL BUDGET BUDGET FY 2019-20 FY 2020-21 FY 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-16 Revenue and Other Sources 293,332,497 32,797,506 326,130,003 Changes to FY21 Base Revenue Sales and Use Tax 5,956,884 Sales Tax Option (1/2 Percent) 2,802,494 RDA Property Tax 594,707 Property Tax Adjustment (628,442) Franchise Tax 890,000 PILOT (Payment in Lieu of Taxes) 53,148 Business/Regulatory Licenses (1,600,684) Permits 4,702,006 Intergovernmental revenue 199,618 Charges for Service (518,238) Fines and Forfeitures (464,391) Parking Meter revenue (660,000) Interest income (629,528) Miscellaneous revenue (641,771) Interfund reimbursement 1,409,938 Transfers 365,000 CPI Adjustment 377,633 Inland Port Tax Increment 983,242 Inland Port Tax Increment - Contra Revenue (983,242) Convention Hotel Tax Increment 10,116 Convention Hotel Tax Increment - Contra Revenue (10,116) Total Base Changes 9,405,880 2,802,494 12,208,374 Proposed Changes in Revenue Resulting from Policy and Ordinance Changes Judgment Levy (66,835) Estimated Property Tax for New Growth 1,324,297 Property Tax Stabilization 1,000,000 Total Revenue Changes from Policy and Ordinance Changes 2,257,462 2,257,462 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-17 One-Time Revenues Remove Airport Building Permits (2,300,000) Remove Health Insurance Premium Holiday (1,830,389) Remove CDBG Transfer for CARES/Misc Grants (423,332) Remove Transfer from Debt Service for North Temple Viaduct (996,159) Remove Transfer from CIP (City Daycare Project) (250,000) Remove Transfer from CIP (Recapture Completed Projects) (422,979) Remove Airport Reimbursement for Body Cameras (129,000) Remove Budgeted Use of Fund Balance (4,885,620) ARA Revenue Loss 10,000,000 One-time Use of Fund Balance 4,900,000 REP Funding from FY2021 (remaining) 2,300,000 One Time Use of Fund Balance from Underserved Neighborhood Holding Account 1,000,000 Fire Reimbursement for Deployments 515,000 Reallocated prior year Housing Plan funding 750,000 Health Insurance Premium Holiday 915,195 Total One-Time Revenue 8,392,716 750,000 9,142,716 Grand Total Revenue Changes 20,056,058 3,552,494 23,608,552 Grand Total Revenue 313,388,555 36,350,000 349,738,555 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-18 Expenses and Other Uses City Council: FY21 Beginning Balance 4,226,075 35.00 FY22 Base personal services projection less FY21 budget 243,979 Restore 6 Months Vacancy Savings 35,759 Insurance rate changes 13,172 Living Wage Adjustment 910 Salary Proposal 31,264 Total City Council 4,551,159 35.00 0 0.00 4,551,159 35.00 Legislative Non-Departmental FY21 Beginning Balance 290,100 0.00 0 0.00 No Changes Total City Council 290,100 0.00 0 0.00 290,100 0.00 Mayor: FY21 Beginning Balance 3,799,755 25.00 83,310 1.00 FY22 Base personal services projection less FY21 budget 283,148 Restore 6 Months Vacancy Savings 166,145 Insurance rate changes 8,744 Living Wage Adjustment 3,795 Salary Proposal 30,241 Reclassify Census Coordinator to Citywide Volunteer Coordinator 83,310 1.00 (83,310) (1.00) Transfer ADA & Equity Coordinator positions from CAN 288,576 2.00 Transfer Consumer Protection Analyst position from Finance 83,216 1.00 REP Commission Senior Staff Position (Funding is in Non Departmental) 1.00 Sponsorship Awards 5,000 Cultural Ambassador pilot program 9,850 Total Mayor 4,761,780 30.00 0 0.00 4,761,780 30.00 Attorneys Office: FY21 Beginning Balance 7,123,638 50.25 FY22 Base personal services projection less FY21 budget 66,603 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-19 Restore 6 Months Vacancy Savings 31,843 Insurance rate changes 19,984 Salary Proposal 55,480 BA#5 - New - Sr City Attorney 173,978 1.00 BA#5 - New - Sr City Attorney 173,978 1.00 BA#5 - New - Legal Secretary 87,748 1.00 BA#5 - New - Assistant City Recorder 97,612 1.00 Social Media Retention 15,588 Office Victim Advocate - Grant Funding Match 18,500 Assistant City Prosecutor (10 Months) 268,050 3.00 Total Attorney 8,133,002 57.25 0 0.00 8,133,002 57.25 Community and Neighborhoods FY21 Beginning Balance 23,242,118 197.00 1,076,452 7.00 FY22 Base personal services projection less FY21 budget (101,089) Restore 6 Months Vacancy Savings 658,084 Insurance rate changes 77,552 CCAC Adjustments [10 Months] 107,553 Merit Changes 58,448 Salary Proposal 179,963 BA#6 - Transfer to IMS - Civic Engagement Mgr (105,920) (1.00) BA#6 - Transfer to IMS - Civic Engagement Specialist (80,054) (1.00) BA#6 - Transfer to IMS - Civic Engagement Specialist (83,930) (1.00) BA#6 - Transfer to IMS - Civic Engagement Specialist (90,916) (1.00) BA#6 - Transfer to IMS - Innovations Team Support Budget (53,400) BA#7 - Transfer to IMS - GIS Programmer Analyst (106,458) (1.00) BA#7 - Transfer to IMS - GIS Programmer Analyst (108,646) (1.00) Transfer ADA & Equity Coordinator positions to Mayor's Office (288,576) (2.00) Transfer Youth and Family Division to Community and Neighborhoods Department (Personnel Costs) 1,812,153 18.00 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-20 Transfer Youth and Family Division to Community and Neighborhoods Department (Operational Costs) 251,345 Transfer Engineering Division from Community and Neighborhoods Department (Personnel Costs) (4,864,910) (44.00) Transfer Engineering Division from Community and Neighborhoods Department (Operational Costs) (178,402) CAN Deputy Director of Community Services [10 Months] 158,750 1.00 HAND Office Facilitator [Revenue Offset] 79,836 1.00 HAND Operational Costs [Revenue Offset] 40,164 Homeless Services Homeless Cut #1 - CCC/Green Team Reductions (6 Months) (115,000) Sales Tax Option - Transit No change in CAN (see Non- Departmental) Sales Tax Option - Housing Plan Build A More Equitable City (from Non-Departmental) 388,000 Expanded Housing Opportunity Program - Landlord Insurance (from Non-Departmental) 53,000 Incentivized Rent Assistance (from Non-Departmental) 671,620 Mortgage Assistance (from Non-Departmental) 50,000 Housing Plan - Marketing home ownership programs (from Non-Departmental $300,000) 300,000 Housing Plan - Service Models for most vulnerable (from Non-Departmental $535,380) 525,380 Shared Housing 62,000 Total Community and Neighborhood 20,568,719 166.00 3,046,398 6.00 23,615,117 172.00 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-21 Economic Development FY21 Beginning Balance 2,388,562 18.00 FY22 Base personal services projection less FY21 budget (8,383) Restore 6 Months Vacancy Savings 104,634 Insurance rate changes 6,812 Merit Changes 5,792 Salary Proposal 17,498 Total Economic Development 2,514,915 18.00 0 0.00 2,514,915 18.00 Finance: FY21 Beginning Balance 8,387,673 69.70 FY22 Base personal services projection less FY21 budget (29,493) Restore 6 Months Vacancy Savings 62,676 Insurance rate changes 29,916 Merit Changes 17,138 Salary Proposal 64,316 BA#5 - New - Consumer Protection Analyst 45,644 1.00 Transfer Consumer Protection Analyst position to Mayor's Office (83,216) (1.00) Deputy Director [10 Months] 143,603 1.00 Business Analyst 89,500 1.00 Total Finance 8,727,757 71.70 0 0.00 8,727,757 71.70 Fire: FY21 Beginning Balance 42,737,520 366.00 FY22 Base personal services projection less FY21 budget (306,333) Restore 6 Months Vacancy Savings 272,562 Insurance rate changes 164,636 Plan A Payout [One-Time] 161,243 Merit Changes 346,049 Salary Proposal 340,686 BA#7 - Transfer from PD - Battalion Chief (Changed from EM Manager) 142,920 1.00 BA#7 - New - Fire Captain 124,776 1.00 BA#7 - Transfer from PD - EM Training Program Specialist 114,849 1.00 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-22 BA#7 - Transfer from PD - EM Community Preparedness Coordinator 88,924 1.00 BA#7 - Transfer from PD - EM Multi Language Media Coordinator 98,918 1.00 BA#7 - Transfer from PD - EM Critical Infrastructure Liaison 89,608 1.00 BA#7 - Transfer to Fire - EM Operational Costs 107,294 Airport Rescue Firefighting Expenses (ARFF) 352,300 Fire Department Deployment Expense Reimbursement [One-Time] 515,000 Emergency Management Phase 2 236,448 2.00 Total Fire 45,350,952 372.00 236,448 2.00 45,587,400 374.00 Human Resources FY21 Beginning Balance 2,629,008 21.20 FY22 Base personal services projection less FY21 budget 33,586 Restore 6 Months Vacancy Savings 97,183 Insurance rate changes 10,088 CCAC Adjustments [10 Months] 3,502 Salary Proposal 25,266 BA#4 - New - Deputy HR Director (.85) 147,991 0.85 Human Resources Analyst - ERP 111,075 1.00 HR Supervisor - Recruitment [10 Months] 101,020 1.00 Human Resources Technician [10 Months] 108,950 2.00 Total Human Resources 3,267,669 26.05 — 0.00 3,267,669 26.05 Justice Courts FY21 Beginning Balance 4,726,866 42.00 FY22 Base personal services projection less FY21 budget (14,055) Restore 6 Months Vacancy Savings 73,500 Insurance rate changes 16,876 Merit Changes 12,292 Salary Proposal 35,427 Total Justice Courts 4,850,906 42.00 — 0.00 4,850,906 42.00 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-23 Police: FY21 Beginning Balance 70,347,769 648.00 8,749,563 63.00 FY22 Base personal services projection less FY21 budget (1,745,264) Restore 6 Months Vacancy Savings 270,501 Insurance rate changes 253,328 CCAC Adjustments [10 Months] 43,645 Merit Changes 865,184 Salary Proposal 657,270 BA#7 - Transfer to Fire - Emergency Manager (134,122) (1.00) BA#7 - Transfer to Fire - EM Training Program Specialist (114,849) (1.00) BA#7 - Transfer to Fire - EM Community Preparedness Coordinator (88,924) (1.00) BA#7 - Transfer to Fire - EM Multi Language Media Coordinator (98,918) (1.00) BA#7 - Transfer to Fire - EM Critical Infrastructure Liaison (89,608) (1.00) BA#7 - Transfer to Fire - EM Operational Costs (107,294) BA#7 - Social Worker Change 841,997 BA#7 - Encampment Cleanup 650,000 Versaterm contractual changes 39,391 Legislated Action Requiring Budget [10 Months] 60,833 1.00 Police Officer Mental Health Responder [10 Months] 100,000 1.00 Increased Public Mental Health Responders (Funding in Non- Departmental) [3@10 Months and 3@6 Months] 6.00 Street Racing Initiative 70,000 Police Staffing from the 2021 Holding Account (from Non- Departmental) 2,800,000 Total Police 74,620,939 645.00 8,749,563 69.00 83,370,502 714.00 Public Lands: FY21 Beginning Balance — — Living Wage Adjustment 21,230 Transfer Public Lands Division from Public Services Department (Personnel Costs) 10,956,781 110.35 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-24 Transfer Public Lands Division from Public Services Department (Operational Costs) 6,415,644 Public Lands Department Development [Ongoing] 536,583 4.00 Public Lands Department Development [One Time] 14,400 North Temple Grounds Keeper — 1.00 Public Lands New Properties/Amenities [Ongoing] 338,413 1.00 New Recreational Trail System [Ongoing] 304,167 2.00 Contractual Increases 79,000 Utilities Increases 162,500 Total Public Lands 18,828,718 118.35 — 0.00 18,828,718 118.35 Public Services: FY21 Beginning Balance 44,302,195 310.35 2,353,031 19.00 FY22 Base personal services projection less FY21 budget (57,548) Restore 6 Months Vacancy Savings 808,235 Insurance rate changes 124,784 Living Wage Adjustment 1,290 Merit Changes 260,156 Salary Proposal 228,013 BA#6 - Transfer to IMS - Deputy Director (176,436) (1.00) BA#6 - Transfer to IMS - Strategy and Special Projects Manager (100,714) (1.00) BA#6 - Transfer to IMS - Innovations Team Support Budget (30,200) Transfer Public Lands Division to Public Lands Department (Personnel Costs) (10,956,781) (110.35) Transfer Public Lands Division to Public Lands Department (Operational Costs) (6,415,644) Transfer Youth and Family Division to Community and Neighborhoods Department (Personnel Costs) (1,812,153) (18.00) Transfer Youth and Family Division to Community and Neighborhoods Department (Operational Costs) (251,345) GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-25 Transfer Engineering Division from Community and Neighborhoods Department (Personnel Costs) 4,864,910 44.00 Transfer Engineering Division from Community and Neighborhoods Department (Operational Costs) 178,402 Engineer [9 Months] 92,255 1.00 Landscape Architect [9 Months] 169,833 2.00 Licensed Architect [9 Months] 88,477 1.00 Engineering Information and Records Specialist [9 Months] 42,375 1.00 Engineering New Position Increases 9,593 Contractual Increases 115,100 Utilities Increases 128,500 Budget and Management Analysis [Ongoing] 52,800 Concrete Road Maintenance Initiative [Ongoing] 80,000 Concrete Road Maintenance Initiative [One-Time] 69,500 Streets Response Team FTE [Ongoing] 53,300 1.00 Increase 1/2 Asphalt Budget [Ongoing] 120,000 Total Public Services 31,666,097 229.00 2,675,831 20.00 34,341,928 249.00 911 Communications Bureau FY21 Beginning Balance 8,260,571 100.00 FY22 Base personal services projection less FY21 budget 104,461 Restore 6 Months Vacancy Savings 171,250 Insurance rate changes 37,768 Merit Changes 98,566 Salary Proposal 62,439 32 Hour Work Week Pilot Program [6 Months] 153,450 8.00 Total 911 Dispatch Bureau 8,735,055 100.00 153,450 8.00 8,888,505 108.00 Non Departmental: Original Budget Proposed Changes Original Budget Proposed Changes TOTAL PROPOSED FY21 Beginning Balance Governmental Transactions Airport Trail Reimbursement 103,887 103,887 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-26 Non Departmental:Original Budget Proposed Changes Original Budget Proposed Changes TOTAL PROPOSED Fire SCBA 197,000 197,000 Police Body Cameras and Vehicle Integration 780,422 512,578 1,293,000 City Resident Bus Pass (HIVE) 1,260,000 1,260,000 Contract for Animal Services [BA#5 Contractual Adjustment $44,192] 1,866,295 44,192.00 1,910,487 Demographic Contract 50,000 50,000 Interest Expense for TRANS Bonding/Note 350,000 350,000 Jazz Festival 0 Jordan River Commission (Membership) 14,000 14,000 Municipal Elections 275,000.00 275,000 Retirement Payouts 635,000 61,000.00 696,000 Sorenson Center with County 1,014,800 1,014,800 Tuition Aid program 300,000 300,000 Washington D. C. Lobbyist 75,000 75,000 Inter-Governmental Transfers Capital Improvement Fund: Debt Service Fund Debt Service on Bonds 8,731,712 (1,089,332) 7,642,380 Debt Service on ESCO and Crime Lab Lease 877,105 19,395 896,500 Bond for ESCO Debt (55,399) 55,399 Debt Service Transfer to LBA for Fire Station Debt Service Ongoing Commitments Transfer to CIP for ongoing commitments 498,133 1,027,474 1,525,607 Facilities Capital Replacement 350,000 350,000 Parks Capital Replacement 250,000 250,000 New Projects 3,907,824 (446,842) 3,460,982 Capital Maintenance Fund (TBD) Capital Improvement Projects Fund (TBD) CIP Projects (TBD) 1,380,000 (100,000)1,280,000 Infrastructure Projects (TBD) 2,400,000 (100,000)2,300,000 Transit Plan - FTN Improvements (TBD) 1,100,000 (1,100,000) GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-27 Non Departmental:Original Budget Proposed Changes Original Budget Proposed Changes TOTAL PROPOSED Council Identified - Underserved Neighborhoods & Communities of Color [Remove One-Time] 1,669,138 (1,669,138) Triggered CIP from new growth Fleet Fund: Fleet - Replacement Fund 5,165,600 (65,600) 5,100,000 Streets Fleet Equipment Replacement 950,916 950,916 Fire Apparatus Replacement 4,000,000 4,000,000 Fire Emergency Management Vehicles 105,000 105,000 Public Service Concrete Maintenance Equipment 58,000 58,000 Public Services Engineering Position Increases Vehicles (2) 55,800 55,800 Fleet - Centralized Fleet Maintenance 6,303,103 315,600 138,500 6,757,203 Golf Fund: Golf (Living Wage and CCAC Salary Adjustments Transfer) 246,000 124,100 370,100 Golf ESCO Payment Transfer [One-Time] FY2021 460,585 (460,585) Golf ESCO Payment Transfer [One-Time] FY2022 484,000 484,000 Golf ESCO Bonding Savings (34,601) 34,601 Golf Admin Fee Transfer 306,582 9,197 315,779 Golf IMS Fee Transfer 200,000 200,000 Golf Fund Balance Deficit Transfer [One-Time] 500,000 500,000 Governmental Immunity Fund 2,767,963 2,767,963 Information Management Services Fund: IMS Services 11,396,867 11,396,867 Budget Amendment Changes 715,729 80,054 795,783 Contractual Changes 577,803 577,803 Technical & Inflationary Increases 152,392 152,392 Initiatives 1,030,250 350,000 1,380,250 New positions 467,652 467,652 Insurance and Risk Management Fund 2,164,883 82,734 2,247,617 Public Utilities Funds: Public Utilities (HIVE - Pass through expense) 61,000 61,000 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-28 Non Departmental:Original Budget Proposed Changes Original Budget Proposed Changes TOTAL PROPOSED Public Utilities - Land Swap payment 200,000 200,000 GF Costs for Street lighting 50,000 50,000 GF Costs for Street Lighting in Enhanced Service Areas 54,420 54,420 SAA Street Lighting 20,000 20,000 Redevelopment Agency Fund 13,501,935 594,707 14,096,642 Municipal Contributions & Civic Support Mayor - Receptions/Employee Appreciation 20,000 20,000 ACE Fund 200,000 200,000 Board and Commissions honoraria [FY2021 REP Fund Balance] 26,000 26,000 Diversity Outreach (CoCs, etc.) 3,000 3,000 Fair Park Public Market from Underserved Neighborhoods Holding Account 1,000,000 1,000,000 Housing Authority Transitional Housing 85,000 85,000 Legal Defenders 1,292,774 1,292,774 Local Business Marketing Grants 20,000 20,000 Local First 20,000 20,000 Music Licensing Fees 7,000 7,000 National League of Cities and Towns 11,535 11,535 Rape Recovery Center 30,000 30,000 Sister Cities 10,000 10,000 Salary Contingency 1,613,986 1,613,986 Salt Lake City Arts Council (transferred to ED for PT Employees) 612,500 612,500 Salt Lake City Foundation 3,000 3,000 SL Area Chamber of Commerce 50,000 50,000 Sugar House Park Authority 218,891 5,904 224,795 Tracy Aviary 674,922 674,922 US Conference of Mayors Membership 12,242 12,242 Utah Economic Development Corporation (Remove $30,000 Study [One-Time]) 108,000 108,000 Utah Foundation Membership 10,000 10,000 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-29 Non Departmental:Original Budget Proposed Changes Original Budget Proposed Changes TOTAL PROPOSED Utah League of Cities and Towns Membership 160,684 160,684 World Trade Center Membership [BA#7 Addition] 50,000 50,000 YWCA - FJC Wrap around services 45,000 45,000 Inn Between [One-Time] [Remove in FY2022] 30,000 (30,000) 0 Police Department and Racial Equity In Policing Funding Police Officer Training [One-Time $150,400] 322,800 (117,400) 205,400 Social Worker Program [BA#7 - Correct Accounting Error] 2,411,727 (1,589,008) 139,390 962,109 Increased Mental Health Responders (Funding in Non- Departmental) [3@10 Months and 3@6 Months] 450,000 450,000 Racial Equity in Policing [moved to Police Department $] 2,800,000 (2,800,000) 0 Commission of Racial Equity & Policing 100,000 20,000 120,000 REP Commission Senior Staff Position [FY2021 REP Fund Balance] 190,000 190,000 REP Commission Peer Court Support [FY2021 REP Fund Balance] 20,000 20,000 REP FY2021 Holding Account [FY2021 REP Fund Balance] 1,970,000 1,970,000 Sales Tax Option - Housing Plan Housing Plan - Build a more equitable City (move to CAN-HAND $388,000) 300,000 (300,000)0 Housing Plan - Community Land Trust (Eliminated) 500,000 (500,000)0 Housing Plan - Expanded Housing Opportunity Program - Landlord Insurance (move to CAN-HAND $53,000) 350,000 (350,000)0 Housing Plan - Incentivized Rent Assistance (move to CAN-HAND $671,620) 900,000 (900,000)0 Housing Plan - Mortgage Assistance (move to CAN-HAND $50,000) 500,000 (500,000)0 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-30 Non Departmental:Original Budget Proposed Changes Original Budget Proposed Changes TOTAL PROPOSED Housing Plan - Land Discounts and Financing (transfer to RDA) 2,590,000 2,590,000 Housing Plan - Marketing home ownership programs (move to CAN_HAND $300,000) 300,000 (300,000)0 Housing Plan - Service Models for most vulnerable (move to CAN-HAND $525,380) 200,000 (200,000)0 Sales Tax Option - Transit Plan Transit Plan - Key Routes 4,700,000 (200,000)4,500,000 Transit Plan - On Demand Ride Services (Smaller Service Area) 1,100,000 1,100,000 Transit Plan - Bus Service Mobilization for 1000 North bus route 1,101,319 1,101,319 Transit Plan - UTA Outreach 100,000 100,000 Total Non Departmental 75,295,329 3,063,010 16,110,468 3,540,289 98,009,096 TOTAL GENERAL FUND General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE General Fund Total Expenses and Other Uses Budget 315,226,108 1,910.35 34,512,447 105.00 349,738,555 1,897.00 GENERAL FUND KEY CHANGES ISSUE General Fund Sales Tax Option TOTAL FY2022 Budget Amount FTE Amount FTE Amount FTE MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-31 CIP Fund (FC 83) Revenue and Other Sources FY21 Beginning Balance 24,420,242 Eliminate FY2021 GF funding (Including Funding Our Future, less Debt Service and LBA Transfer) (15,782,971) Eliminate FY2021 Class C funding (3,000,000) Eliminate FY2021 Impact fee funding (5,058,011) Eliminate FY2021 funding from additional sources (579,260) FY2022 GF Funding (Excluding transfer directly to Debt Service)14,125,469 FY2022 General Fund Funding our Future 3,580,000 FY2022 Less amount transferred directly to debt service including LBA (8,538,880) FY2022 Class C Funding (Excluding transfer directly to Debt Service)3,021,706 FY2022 Impact Fee Funding (Excluding transfer directly to LBA Debt Service)8,276,103 FY2022 ¼¢ Sales Tax Funding 4,900,000 FY2022 Community Development Block Grant 322,000 FY2022 Funding from additional sources 571,059 Total Revenues and Other Sources Budget 1,837,215 26,257,457 Expenses and Other Uses FY21 Beginning Balance 25,093,221 Eliminate FY2021 Ongoing Commitment Funding (1,522,687) Eliminate FY2021 Maintenance Funding (2,948,507) Eliminate FY2021 Capital Projects Funding (11,472,697) Eliminate FY2021 Class C Funding (2,046,329) Eliminate FY2021 Streets Impact Fee Funding (4,177,733) Eliminate FY2021 Cost Overrun and Percent for Art (263,634) Eliminate FY2021 Transfer to Debt Service (154,706) Eliminate FY2021 Transfer to Debt Service - Class C (953,671) Eliminate FY2021 Transfer to Debt Service/LBA - Impact Fees Fire (880,278) Eliminate FY2021 Transfer to General Fund (Completed CIP Project Funding)(422,979) Eliminate FY2021 Transfer Out from City Daycare Project to GF (250,000) FY2022 Ongoing Commitment Funding 1,583,423 FY2022 Maintenance Funding GF, Funding our Future 300,000 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-32 FY2022 Maintenance Funding ¼¢ Sales Tax 400,000 FY2022 Capital Projects Funding 7,425,520 FY2022 Class C Funding 2,046,329 FY2022 Streets Impact Fees Funding 491,520 FY2022 Parks Impact Fees Funding 6,800,450 FY2022 ¼¢ Sales Tax Funding 4,500,000 FY2022 Community Development Block Grant 322,000 Cost Overrun and Percent for art 280,200 Transfer to Debt Service - General Fund 148,505 Transfer to Debt Service - Class C 975,377 Transfer to Debt Service/LBA Impact Fees Fire 984,133 Total Expenditures and Other Uses Budget 1,164,236 26,257,457 Budgeted revenues and other sources over (under) expenditures and other uses 0 Curb and Gutter (FC 20) Revenue and Other Sources FY21 Beginning Balance 3,000 Change in Special Assessment Fees 0 Total Revenues and Other Sources Budget 0 3,000 Expenses and Other Uses FY21 Beginning Balance 3,000 Total Expenditures and Other Uses Budget 0 3,000 Budgeted revenues and other sources over (under) expenditures and other uses 0 Misc. Special Service Districts (FC 46) Revenue and Other Sources FY21 Beginning Balance 1,550,000 Change in revenue from New Assessment 0 Total Revenues and Other Sources Budget 0 1,550,000 Expenses and Other Uses FY21 Beginning Balance 1,550,000 Change in expense from New Assessment 0 Total Expenditures and Other Uses Budget 0 1,550,000 Budgeted revenues and other sources over (under) expenditures and other uses 0 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-33 Street Lighting Enterprise Fund (FC 48) Revenue and Other Sources FY21 Beginning Balance-base lighting 4,286,798 Street lighting fees (126,729) Reduction in interest income 32,500 Reduction in other revenues (1,800) Total Revenues and Other Sources Budget (96,029)4,190,769 Expenses and Other Uses FY21 Beginning Balance-base lighting 5,379,697 1.52 Personnel services 1.20 133,223 Charges for service 185,040 Debt services 1,703 Total Expenditures and Other Uses Budget 2.72 319,966 5,699,663 Budgeted revenues and other sources over (under) expenditures and other uses (1,508,894) Water Utility (FC 51) Revenue and Other Sources FY21 Beginning Balance 120,657,632 Metered water sales 15,850,038 Interest income (317,896) Other revenue (36,486) Impact fees 600,000 Aid to construction from development (22,020) Sale of equipment (94,760) Bond proceeds (16,089,000) Total Revenues and Other Sources Budget (110,124)120,547,508 Expenses and Other Uses FY21 Beginning Balance 126,333,193 270.22 Personnel services 6.51 2,753,856 Operating & maintenance 50,128 Charges for service 3,770,278 Capital outlay 906,945 Capital improvements (8,330,000) Cost of bond issuance (89,000) Debt services 1,970,155 Total Expenditures and Other Uses Budget 276.73 1,032,362 127,365,555 Budgeted revenues and other sources over (6,818,047) (under) expenditures and other uses OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-34 Sewer (FC 52) Revenue and Other Sources FY21 Beginning Balance 199,230,301 Sewer utility service revenue 7,819,937 Interest income (821,301) Other revenues 0 Impact fees 0 Aid to construction from development (583,177) Other sources 0 WIFIA Loan 680,000 Bond Proceeds 72,402,000 Total Revenues and Other Sources Budget 79,497,459 278,727,760 Expenses and Other Uses FY21 Beginning Balance 212,638,399 122.01 Personnel services 4.54 209,462 Operating & maintenance 76,074 Charges for service 1,072,403 Capital outlay 655,164 Capital improvements 49,793,413 Cost of bond issuance 402,000 Debt services 3,366,881 Total Expenditures and Other Uses Budget 126.55 55,575,397 268,213,796 Budgeted revenues and other sources over (under) expenditures and other uses 10,513,964 Storm Water Utility (FC 53) Revenue and Other Sources FY21 Beginning Balance 10,746,170 Stormwater utility service revenue 974,050 Interest income (80,470) Other operating revenues 3,000 Sale of equipment (4,000) Bond Proceeds 6,160,000 Total Revenues and Other Sources Budget 7,052,580 17,798,750 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-35 Storm Water Utility (FC 53)(Continued) Expenses and Other Uses FY21 Beginning Balance 17,961,860 34.82 Personnel services 4.75 586,853 Operating & maintenance 3,600 Charges for service (59,570) Capital outlay (164,000) Capital improvements 587,500 Cost of bond issuance 34,200 Debt Service 250,570 Total Expenditures and Other Uses Budget 39.57 1,239,153 19,201,013 Budgeted revenues and other sources over (under) expenditures and other uses (1,402,263) Airport Fund (FC 54,55,56) Revenue and Other Sources FY21 Beginning Balance 274,891,999 Change in operating revenues 1,506,500 Change in passenger facility charges 0 Change in grants and reimbursements (377,000) Change in customer facility charges (618,000) Change in airport general revenue bonds 0 Change in interest income (17,413,900) Total Revenues and Other Sources Budget (16,902,400)257,989,599 Expenses and Other Uses FY21 Beginning Balance 302,311,600 610.80 Increase in operating expenses 24,361,800 Decrease in Passenger Incentive Rebate (5,702,200) Increase in interest expense 12,244,600 Increase in capital equipment 4,093,700 Increase in capital improvements projects 369,483,000 Total Expenditures and Other Uses Budget 610.80 404,480,900 706,792,500 Budgeted revenues and other sources over (under) expenditures and other uses (448,802,901) OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-36 Refuse (FC 57) Revenue and Other Sources FY21 Beginning Balance 12,601,294 Refuse Collection Revenues 0 Other Misc. Revenues (6,484) Recycling Proceeds 0 Landfill (SLVSWMF) dividends (42,500) Sale of equipment and vehicles 85,000 Principal & Interest for CIK Loan Repayment 0 Finance Proceeds for Equip Purchases (see corresponding expense)5,676,289 FY22 Waste & Recycling Can Collection 8% Fee Increase 1,189,716 FY22 Transfer from GF to Refuse Fund E&E to cover revenue shortfall 440,000 FY22 C-REP Multiple Anchor Community Participation Contribution Funds 275,000 Total Revenues and Other Sources Budget 7,617,021 20,218,315 Expenses and Other Uses FY21 Beginning Balance 16,515,438 63.00 Financed vehicle purchases (see corresponding revenue)5,708,289 Lease payments for equipment purchases 826,383 Fleet maintenance 246,000 Fleet fuel (5,000) Tipping fees (482,288) Personal services base to base changes 92,151 Personal services salary increase 54,530 Personal services insurance, pension changes 34,152 Personal services overtime/other 4,092 IMS Network & Admin Costs 232,530 PUBS Billing Allocation Costs 52,124 Misc operational expenses 337,432 Remove FY21 One-time Sustainability Projects Budget (175,000) FY22 C-REP SLC Anchor City Contractual Participation Expense 275,000 FY22 Sustainability Projects New Requests 655,000 FY22 Waste & Recycling Call-to-Haul Program Enhancement 30,000 FY22 Waste & Recycling Delong Yard Facility Improvements (Asphalt $85K, Modular Dock $210K) 295,000 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-37 FY22 Sustainability Ongoing Hourly Position 1040 Hours 17,672 Total Expenditures and Other Uses Budget 63.00 8,198,067 24,713,505 Budgeted revenues and other sources over (under) expenditures and other uses (4,495,190) Golf Fund - Operations (FC 59) Revenue and Other Sources FY21 Beginning Balance 8,307,092 Green Fees 213,562 Driving Range 4,780 Cart Rental 5,300 Retail Sales (33,455) Other 15,708 General Fund Transfer (IMS, Admin Fees)205,693 Debt Proceeds - Lease Capital 768,000 Total Revenues and Other Sources Budget 1,179,588 9,486,680 Expenses and Other Uses FY21 Beginning Balance 7,687,696 34.65 Eliminate Assistant Professional Position (1.00)(74,720) Personal Services adjustments from organizational changes 3,127 Personal Services (COLA, Living Wage Increases)170,932 Retail Merchandise 6,088 Operating Supplies 36,180 Increase for Utilities 62,950 Charges and Services 106,680 City Charges (IMS, Admin Fees)16,593 Debt Service Payments (Carts)(58,153) Operating Equipment Cash Purchases 257,575 Equipment Lease Capital 768,000 Total Expenditures and Other Uses Budget 33.65 1,295,252 8,982,948 Budgeted revenues and other sources over (under) expenditures and other uses 503,732 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-38 Golf Fund - CIP Dedicated (FC 59) Revenue and Other Sources FY21 Beginning Balance 732,264 Green Fees 5,720 Green Fees ($1 per 9 hole increase)124,800 Transfer from GF for ESCO 50,649 Total Revenues and Other Sources Budget 181,169 913,433 Expenses and Other Uses FY21 Beginning Balance 797,201 Debt Service Payments (ESCO)50,649 Capital Expenditures (133,381) Total Expenditures and Other Uses Budget 0.00 (82,732)714,469 Budgeted revenues and other sources over (under) expenditures and other uses 198,964 Emergency 911 (FC 60) Revenue and Other Sources FY21 Beginning Balance 3,925,000 No Change 0 Total Revenues and Other Sources Budget 0 3,925,000 Expenses and Other Uses FY21 Beginning Balance 3,789,270 Remove CAD-to-CAD One-Time Funding from FY2021 (117,145) Remove Emergency Notifications System One-Time Funding for FY2021 (22,125) CAD-to-CAD Sharing 85,010 Versaterm Data Sharing Hub 26,200 NICE Radio Logger Upgrade - Vesta 30,765 Motorola NICE Redundant GP Server 63,218 APCO IntelliComm Software 201,663 Total Expenditures and Other Uses Budget 267,586 4,056,856 Budgeted revenues and other sources over (under) expenditures and other uses (131,856) OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-39 Fleet Management (FC 61) - Maintenance Revenue and Other Sources FY21 Beginning Balance 12,616,184 Car Wash billing increase 6,000 Fuel revenue impact 100,382 Work Order billings 501,183 Loaner pool budget moved to Maintenance budget 2,400 Other revenue - now must pay to discard recycled oil and adj scrap metal sales (41,411) Adding back operational cut 246,580 Total Revenues and Other Sources Budget 815,134 13,431,318 Expenses and Other Uses FY21 Beginning Balance 12,596,994 45.00 FY21 Base personal service adjustments (101,061) Salary Increase and Merit changes 37,825 Increase in health insurance 49,676 Annual fuel calibrations on fuel dispensing equipment 7,500 Annual fuel upgrades 50,000 Fuel impact 108,282 Increase for IMS charges 99,125 Increase for utilities 10,185 Increase in City charges (IMS, Admin Fees)15,134 Loaner pool budget moved from Replacement budget 27,069 Miscellaneous (41,490) Moved GPS expense to Fleet from GF 179,600 Parts 3% increase 133,467 Adding back operational cut 246,580 Total Expenses and Other Uses Budget 45.00 821,892 13,418,886 Budgeted revenues and other sources over (under) expenditures and other uses 12,432 Fleet Management (FC 61) - Replacement Revenue and Other Sources FY21 Beginning Balance 6,461,809 Increased leased purchases to stay under $4M debt service cap 2,000,000 Transfer from GF for Debt Service (292,654) Transfer from GF for Replacement of Vehicles 5,504,370 Streets Funding our Future purchases 58,000 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-40 Vehicle sales at auctions 212,975 Estimated VW Grant Revenue & Expense 564,589 Loaner pool moved to Fleet Maintenance (2,400) Total Revenues and Other Sources Budget 8,044,880 14,506,689 Expenses and Other Uses FY21 Beginning Balance 6,612,277 Capital outlay with cash, including UC cars 599,696 Debt Service - Current year lease purchases reduced $2.3M to stay under $4M debt service limit 250,139 Debt Service - Prior Years (542,792) New vehicle prep, parts, outsourced labor & admin 205,934 Funding our Future - Public Safety vehicles 4,000,000 Funding our Future - Streets vehicles 950,916 Streets Funding our Future purchases 58,000 Increased leased purchases to stay under $4M debt service cap 2,000,000 Estimated VW Grant Revenue & Expense 564,589 Loaner pool moved to Fleet Maintenance fund (27,069) Total Expenditures and Other Uses Budget 0.00 8,059,413 14,671,690 Budgeted revenues and other sources over (under) expenditures and other uses (165,001) Information Management Services (FC 65) Revenue and Other Sources FY21 Beginning Balance 17,345,710 Change in Transfer from General Fund 3,373,880 Change in Transfer from Transportation 215,869 Change in Transfer from Public Utilities 1,251,699 Change in Transfer from Airport Fund 2,295,374 Change in Payment from Redevelopment Agency 25,839 Change in Transfer from Sustainability Fund 223,554 Change in Transfer from Golf Fund (195,967) Change in Transfer from Fleet Fund 139,161 Change in Transfer from Risk Fund (33,506) Change in Transfer from Govt Immunity Fund 3,511 Change in Payment from Library (340,884) One-Time Fund Balance Transfer from GF (54,000) Total Revenues and Other Sources Budget 6,904,530 24,250,240 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-41 Information Management Services (FC 65)(Continued) Expenses and Other Uses FY21 Beginning Balance 18,289,687 69.00 Change in Personnel Expense 206,788 Budget Amendment Changes BA#6 - Transfer to IMS - Civic Engagement Mgr 1.00 105,920 BA#6 - Transfer to IMS - Civic Engagement Specialist 1.00 80,054 BA#6 - Transfer to IMS - Civic Engagement Specialist 1.00 83,930 BA#6 - Transfer to IMS - Civic Engagement Specialist 1.00 90,916 BA#6 - Transfer to IMS - Deputy Director 1.00 176,436 BA#6 - Transfer to IMS - Strategy and Special Projects Manager 1.00 100,714 BA#6 - Transfer to IMS - Strategy and Special Projects Manager 1.00 100,714 BA#6 - Transfer to IMS - Innovations Team Support Budget 30,200 BA#6 - Transfer to IMS - Innovations Team Support Budget 53,400 BA#7 - Transfer to IMS - GIS Programmer Analyst 1.00 106,458 BA#7 - Transfer to IMS - GIS Programmer Analyst 1.00 108,646 Contractual Changes - ERP Software Subscription 750,000 - Microsoft Additional Licensing 54,855 - Various Software Contracts 324,536 Technical & Inflationary Increases - Administrative Fees 95,000 - Software Support Services 24,449 - ESRI Advantage Program 65,000 - Penetration Testing 50,000 Initiatives - ERP Software Implementation 2,000,000 - Website Enhancements 125,000 - Server Infrastructure 180,000 - PSB Network Infrastructure (FOF)350,000 New Positions - ERP Conversion Manager 1.00 164,756 - Network Engineer - Cyber Security 1.00 122,236 - Network Engineer - Unified Communications [10 Months]1.00 122,236 - Software Services - Data Engineer [9 Months]1.00 127,404 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-42 - Network Engineer - Enterprise Backup and Wireless [10 Months]1.00 122,236 - Civic Engagement Specialist 1.00 90,916 Total Expenditures and Other Uses Budget 84.00 6,012,800 24,302,487 Budgeted revenues and other sources over (under) expenditures and other uses (52,247) County Quarter Cent Sales Tax for Transportation (FC69) Revenue and Other Sources FY21 Beginning Balance 7,571,945 Remove Appropriation of Fund Balance (3,104,945) Change in revenue 1,033,000 County local option sales tax from State FY21 1,100,000 County local option sales tax from State FY22 1,100,000 Total Revenues and Other Sources Budget 128,055 7,700,000 Expenses and Other Uses FY21 Beginning Balance 7,571,945 Personnel Changes 7,142 Remove Appropriation of Fund Balance (3,104,945) Remove FY2021 One Time Project Funding (4,067,000) Transfer to CIP 4,900,000 Total Expenditures and Other Uses Budget (2,264,803)5,307,142 Budgeted revenues and other sources over (under) expenditures and other uses 2,392,858 CDBG Operating (FC 71) Revenue and Other Sources FY21 Beginning Balance 3,509,164 Change in Federal Funds 1,832,168 Total Revenues and Other Sources Budget 1,832,168 5,341,332 Expenses and Other Uses FY21 Beginning Balance 3,509,164 Change in Federal Funds 582,168 Transfer to Housing 1,250,000 Total Expenditures and Other Uses Budget 1,832,168 5,341,332 Budgeted revenues and other sources over (under) expenditures and other uses 0 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-43 Misc. Grants Operating (FC 72) Revenue and Other Sources FY21 Beginning Balance 8,261,044 Change in Federal Grant Revenue (21,851) Change in Program Income Change in Appropriation of Cash (5,186,016) American Rescue Plan 13,884,794 Total Revenues and Other Sources Budget 8,676,927 16,937,971 Expenses and Other Uses FY21 Beginning Balance 8,261,044 Change in Approved Grant Expenditures (5,207,867) American Rescue Plan Grant - Revenue Replacement [Transfer to General Fund] 10,000,000 - Special Projects Assistant for Community Commitment Program (CAN) 1.00 93,829 - Associate Planners (CAN)3.00 235,000 - Transportation Right of Way Utilization Manager (CAN) 1.00 160,000 - Youth & Family Community and Program Manager (from BA#2) (CAN)1.00 90,633 - Youth & Family COVID Programming Continuation (CAN) 711,350 - Arts Council Staffing & Operational Costs (ED)3.00 350,000 - Business & Cultural Districts (ED)1.00 150,000 - Economic Development Strategic Plan (ED)50,000 - Economic Development Staff (ED)2.00 290,000 - Tech Lake City (ED)45,000 - Construction Mitigation (ED)200,000 - American Express Card Merchant Fees (Finance)40,000 - Grant Administrator (Finance)1.00 101,020 - Grant Manager (Finance)1.00 95,000 - Business Analyst (Finance)1.00 89,500 - Apprenticeship Program (All Departments)1,000,000 - MRT Expansion [6 Months] (Fire)4.00 136,762 - MRT Expansion [One-Time $46,700] (Fire)46,700 - Forest Preservation and Growth Program 1.00 219,000 - Forest Preservation and Growth [One-Time]95,000 Total Expenditures and Other Uses Budget 8,676,927 16,937,971 Budgeted revenues and other sources over (under) expenditures and other uses 0 OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-44 Other Special Revenue Fund (FC73) Revenue and Other Sources FY21 Beginning Balance 0 Appropriation of Cash 273,797 Total Revenues and Other Sources Budget 273,797 273,797 Expenses and Other Uses FY21 Beginning Balance 0 Change in Expenditures 273,797 Total Expenditures and Other Uses Budget 273,797 273,797 Budgeted revenues and other sources over (under) expenditures and other uses 0 Donation Fund (FC 77) Revenue and Other Sources FY21 Beginning Balance 2,380,172 Change in Revenue 500,000 Change in Revenue from GUCOA (127,607) Total Revenues and Other Sources Budget 372,393 2,752,565 Expenses and Other Uses FY21 Beginning Balance 2,380,172 Change in Transfer to GF 500,000 Change in GUCOA Expense (127,607) Total Expenditures and Other Uses Budget 372,393 2,752,565 Budgeted revenues and other sources over (under) expenditures and other uses 0 Housing (FC 78) Revenue and Other Sources FY21 Beginning Balance 20,339,000 Change in Transfer from GF 0 Change in Transfer from GF for FOF (5,640,000) Change in Transfer from CDBG 250,000 Change in Federal Grant Income 0 Change in Program Income 390,000 Change in Interest Income (616,700) Change in Miscellaneous Income/Sale of Property 42,000 Change in Appropriation of Cash (479,300) OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-45 Change in Loan Principal and Escrow Payments (1,156,000) Total Revenues and Other Sources Budget (7,210,000)13,129,000 Expenses and Other Uses FY21 Beginning Balance 23,248,016 Change in Loan Disbursements and Associated Expenses (5,996,016) Change in Funding Our Futures Expenses (5,640,000) Change in Other Expenses (100,000) Change in Interest Expense (40,000) Change in Note Payable & T&I Payments 59,000 Change in Transfer to General Fund 750,000 Change in Transfer to RDA Fund 2,590,000 Change in Transfer to CDBG Fund 1,250,000 Total Expenditures and Other Uses Budget (7,127,016)16,121,000 Budgeted revenues and other sources over (under) expenditures and other uses (2,992,000) Debt Service (FC 81) Revenue and Other Sources FY21 Beginning Balance 35,118,583 Change in G. O Property Tax (3,880,797) Change in Debt Service from RDA 44,213 Change in Debt Service from Internal Transfers Change in Transfer from General Fund (1,011,168) Change in Transfer from CIP (154,750) Change in Transfer from Refuse (340) Change in Transfer from Fleet (318) Total Revenues and Other Sources Budget (5,003,160)30,115,423 Expenses and Other Uses FY21 Beginning Balance 37,519,401 Change in Debt Service Payments and related expenses (6,668,978) Total Expenditures and Other Uses Budget (6,668,978)30,850,423 Budgeted revenues and other sources over (under) expenditures and other uses (735,000) OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-46 Government Immunity (FC 85) Revenue and Other Sources FY21 Beginning Balance 2,787,963 Change in transfers in Total Revenues and Other Sources Budget 2,787,963 Expenses and Other Uses FY21 Beginning Balance 2,855,203 8.50 78,710 Change in Personnel Expense 0.50 Change in Other Expense Total Expenditures and Other Uses Budget 9.00 78,710 2,933,913 Budgeted revenues and other sources over (under) expenditures and other uses (145,950) Insurance and Risk Management (FC 87) Revenue and Other Sources FY21 Beginning Balance 48,432,623 Change in transfers in 416,347 Insurance Changes 2,573,614 Change in transfer from the General Fund 82,734 Total Revenues and Other Sources Budget 3,072,695 51,505,318 Expenses and Other Uses FY21 Beginning Balance 51,409,025 6.10 Change in Personnel Expense 20,716 BA#4 HR Director (.15)0.15 26,615 HR Supervisor - Insurance [10 months]1.00 108,950 Claims/Admin Assistant [10 Months]0.50 61,987 Change in Health Insurance 2,573,614 Change in Property Insurance Premium & Excess Premium 166,280 Change in Brokerage Fee 25,000 Change in Comm Crime Bonds & Cyber Liability 18,927 Change in SDI Admin Fee 5,124 Change in Overhead Expenses (38,724) Remove Fund Balance Transfer for FY2021 (2,876,049) Transfer out of Fund Balance for Premium Holiday FY2022 1,438,025 Total Expenditures and Other Uses Budget 7.75 1,530,464 52,939,489 Budgeted revenues and other sources over (1,434,171) (under) expenditures and other uses OTHER FUND KEY CHANGES ISSUE FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-47 LBA KEY CHANGES ISSUE FY2020 Adopted Budget Full Time Equivalent Changes from FY2020 Budget FY2021 Budget Local Building Authority (FC66) Revenue and Other Sources FY20 Beginning Balance 2,219,250 Change in Building Lease Revenue 3,975 Change in Transfers In 295,997 Appropriation of Cash (298,297) Total Revenues and Other Sources Budget 1,675 2,220,925 Expenses and Other Uses FY20 Beginning Balance 2,219,250 Change in Debt Service (1,125) Change in Project Costs 2,800 Total Expenditures and Other Uses Budget 1,675 2,220,925 Budgeted revenues and other sources over (under) expenditures and other uses — MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-48 Central Business District Revenue and Other Sources Tax Increment 25,066,500 2,506,650 27,573,150 Interest Income 300,000 50,000 350,000 Total Revenues and Other Sources Budget 25,366,500 2,556,650 27,923,150 Expenses and Other Uses Taxing Entity Payment (60%)15,039,900 1,503,990 16,543,890 Eccles Debt Service Block 70 RDA Match 2,638,112 469,628 3,107,740 Transfer to Administration 2,506,650 250,665 2,757,315 Commercial Development Loan Program 250,000 (250,000) 0 Miscellaneous Property Expense 800,000 175,000 975,000 TI Reimbursement Jazz Arena 700,000 107,710 807,710 Gallivan Maintenance 528,543 (5,405) 523,138 TI Reimbursement 222 South Main 500,000 169,688 669,688 Gallivan Programming 200,000 200,000 Gallivan Administration 351,492 (11,010) 340,482 Eccles Debt Service Reserve 1,537,449 262,551 1,800,000 Parking Ramp Leases 64,355 64,355 Capital Expenditures - Japantown -{Holding Account}- 250,000 (250,000) Capital Expenditures - Storefront Revitalization -{Holding Account}- 133,832 133,832 Total Expenditures and Other Uses Budget 25,366,500 2,556,650 27,923,150 Budgeted revenues and other sources over (under) expenditures and other uses REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-49 West Capitol Hill Revenue and Other Sources Interest Income 100,000 50,000 150,000 Total Revenues and Other Sources Budget 100,000 50,000 150,000 Expenses and Other Uses Transfer to Administration 100,000 50,000 150,000 Total Expenditures and Other Uses Budget 100,000 50,000 150,000 Budgeted revenues and other sources over (under) expenditures and other uses — West Temple Gateway Revenue and Other Sources Interest Income 50,000 50,000 Total Revenues and Other Sources Budget 50,000 50,000 Transfer to Administration 50,000 50,000 Total Expenditures and Other Uses Budget 50,000 50,000 Budgeted revenues and other sources over (under) expenditures and other uses — Depot District Revenue and Other Sources Tax Increment 3,844,278 76,886 3,921,164 Interest Income 180,000 20,000 200,000 Total Revenues and Other Sources Budget 4,024,278 96,886 4,121,164 REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-50 Depot District (Continued) Expenses and Other Uses TI Reimbursement Gateway 1,200,000 65,520 1,265,520 Primary Housing Fund 768,856 15,377 784,233 Capital Expenditures - 100 S Utilities -{Holding Account}-388,981 (388,981) 0 Capital Expenditures - Station Center Infrastructure -{Holding Account}- 0 332,179 332,179 Transfer to Administration 576,642 11,533 588,175 Grant Tower Debt Service 275,800 (200) 275,600 TI Reimbursement Alta Gateway 260,000 119,960 379,960 TI Reimbursement Homewood Suites 110,000 (4,064) 105,936 Miscellaneous Property Expense 100,000 20,000 120,000 TI Reimbursement Cowboy Partners Liberty Gateway 94,000 (24,439) 69,561 TI Reimbursement Cicero 50,000 (50,000) 0 Capital Expenditures - Environmental Remediation Sites 3 & 4 -{Holding Account}- 200,000 200,000 Total Expenditures and Other Uses Budget 4,024,278 96,885 4,121,163 Budgeted revenues and other sources over (under) expenditures and other uses — Granary District Revenue and Other Sources Tax Increment 608,945 12,179 621,124 Interest Income 40,000 5,000 45,000 Total Revenues and Other Sources Budget 648,945 17,179 666,124 REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-51 Granary District (Continued) Expenses and Other Uses Adaptive Reuse loan program -{Holding Account}- 396,814 (396,814) 0 Capital Expenditures - Community/Cultural Initiative -{Holding Account}- 443,731 443,731 Primary Housing Fund 121,789 2,436 124,225 Transfer to Administration 91,342 1,827 93,169 TI Reimbursement Artspace Commons 34,000 (34,000) 0 Miscellaneous Property Expense 5,000 5,000 Total Expenditures and Other Uses Budget 648,945 17,180 666,124 Budgeted revenues and other sources over (under) expenditures and other uses — North Temple Revenue and Other Sources Tax Increment 426,810 8,536 435,346 Interest Income 14,000 1,000 15,000 Total Revenues and Other Sources Budget 440,810 9,536 450,346 Expenses and Other Uses Capital Expenditures - Catalytic Project -{Holding Account}- 270,086 19,182 289,268 Primary Housing Fund 85,362 1,707 87,069 Capital Expenditures - 10% School Construction Fund -{Holding Account}- 42,681 (12,207) 30,474 Transfer to Administration 42,681 854 43,535 Total Expenditures and Other Uses Budget 440,810 9,536 450,346 Budgeted revenues and other sources over (under) expenditures and other uses — REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-52 Block 70 Revenue and Other Sources Private Fundraising 800,000 (800,000) 0 Transfer From CBD Taxing Entity Payments 4,043,171 66,029 4,109,200 Transfer From CBD Eccles Debt Service RDA match 2,638,112 469,628 3,107,740 Transfer from CBD Eccles Debt Service Reserve Account 1,537,449 262,551 1,800,000 Tax Increment 1,884,631 37,693 1,922,323 Interest Income 50,000 (50,000) 0 Total Revenues and Other Sources Budget 10,953,363 (14,099) 10,939,263 Expenses and Other Uses Eccles Theater Debt Service 8,070,927 (2,718) 8,068,209 Reserve for Eccles Debt Service 480,959 (390,342) 90,617 Regent Street Bond Debt Service 981,087 467,653 1,448,740 Taxing Entity Payments (30%) 565,390 11,307 576,697 Fundraising Fulfillment 150,000 -50,000 100,000 Eccles Theater- Operating Reserve for Ancillary Spaces 475,000 0 475,000 Property and Liability Insurance 50,000 (50,000) 0 Regent Street Parking Structure Capital Reserves -{Holding Account}- 100,000 0 100,000 Regent Street Maintenance 80,000 0 80,000 Total Expenditures and Other Uses Budget 10,953,363 (14,100) 10,939,263 Budgeted revenues and other sources over (under) expenditures and other uses — REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-53 North Temple Viaduct Revenue and Other Sources Tax Increment 1,158,313 23,166 1,181,479 Interest Income 1,500 6,000 7,500 Total Revenues and Other Sources Budget 1,159,813 29,166 1,188,979 Expenses and Other Uses Debt Service Payment to Salt Lake City 1,142,438 28,819 1,171,257 Transfer to Admin 17,375 347 17,722 Total Expenditures and Other Uses Budget 1,159,813 29,166 1,188,979 Budgeted revenues and other sources over (under) expenditures and other uses — Northwest Quadrant Revenue and Other Sources Tax Increment 0 1,500,000 1,500,000 Interest Income 0 0 0 Total Revenues and Other Sources Budget 0 1,500,000 1,500,000 Expenses and Other Uses TI Reimbursement NWQ Phase I 0 500,000 500,000 Transfer to Secondary Housing 0 350,000 350,000 Shared Costs -{Holding Account}-0 350,000 350,000 Transfer to Primary Housing 0 150,000 150,000 Transfer to Admin 0 150,000 150,000 Total Expenditures and Other Uses Budget 0 1,500,000 1,500,000 Budgeted revenues and other sources over (under) expenditures and other uses 0 REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-54 Stadler Rail Revenue and Other Sources Tax Increment 0 71,000 71,000 Interest Income 0 0 0 Total Revenues and Other Sources Budget 0 71,000 71,000 Expenses and Other Uses TI Reimbursement 0 56,800 56,800 Transfer to Primary Housing 0 7,100 7,100 Transfer to Admin 0 7,100 7,100 Total Expenditures and Other Uses Budget 0 71,000 71,000 Budgeted revenues and other sources over (under) expenditures and other uses — Revolving Loan Fund Revenue and Other Sources FY17 Beginning Balance Interest on Investment 470,000 0 470,000 Principal Payments 275,000 (220,000) 55,000 Interest on Loans 107,000 (82,000) 25,000 Total Revenues and Other Sources Budget 852,000 (302,000) 550,000 Expenses and Other Uses Available to Lend 852,000 (302,000) 550,000 Total Expenditures and Other Uses Budget 852,000 (302,000) 550,000 Budgeted revenues and other sources over (under) expenditures and other uses — REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-55 Program Income Fund Revenue and Other Sources Parking Structure Income 1,242,335 1,242,335 Rents 315,000 (99,300) 215,700 Interest Income 250,000 0 250,000 Loan Repayments 88,000 (60,000) 28,000 Interest on Loans 10,500 (4,000) 6,500 Total Revenues and Other Sources Budget 1,905,835 (163,300) 1,742,535 Expenses and Other Uses Capital Expenditures - Commercial Revitalization Program -{Holding Account}- 0 667,535 667,535 Professional Services 299,009 991 300,000 Miscellaneous Property Expense 300,000 300,000 Capital Expenditures - Sustainability Technical Assistance Program -{Holding Account}- 0 200,000 200,000 Transfer to Administration 176,611 (176,611) 0 Marketing and Sales 25,000 0 25,000 Project Area Seed Funds 505,215 (505,215) 0 Capital Expenditures - Gallivan Repairs -{Holding Account}- 250,000 0 250,000 Capital Expenditures - Project Area Art -{Holding Account}- 250,000 (250,000) 0 Project Area Creation 100,000 (100,000) 0 Total Expenditures and Other Uses Budget 1,905,835 (163,300) 1,742,535 Budgeted revenues and other sources over (under) expenditures and other uses — REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-56 Secondary Housing Fund (formerly Project Area Housing Fund) Revenue and Other Sources Interest Income 44,000 0 44,000 Transfer from NWQ 0 350,000 350,000 Total Revenues and Other Sources Budget 44,000 350,000 394,000 Expenses and Other Uses Capital Expenditures - Housing Development Loan Program -{Holding Account}- 394,000 Infill Housing Development 44,000 (44,000) 0 Total Expenditures and Other Uses Budget 44,000 (44,000) 394,000 Budgeted revenues and other sources over (under) expenditures and other uses — Primary Housing Fund (formerly Citywide Housing Fund) Revenue and Other Sources Transfer from Depot 768,856 15,377 784,233 Interest Income 225,000 0 225,000 Transfer from NWQ 0 0 150,000 Transfer from Granary 121,789 2,436 124,225 Loan Repayments 82,547 (31,547) 51,000 Interest on Loans 80,225 -10,225 70,000 Transfer from Stadler Rail 0 7,100 7,100 Transfer from North Temple 85,362 1,707 87,069 Total Revenues and Other Sources Budget 1,363,779 (15,152) 1,498,627 Expenses and Other Uses Housing NOFA 1,363,779 (1,363,779) 0 Housing Development Loan Program -{Holding Account}- 0 498,627 498,627 REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-57 Strategic Site Acquisition -{Holding Account}-0 1,000,000 1,000,000 Total Expenditures and Other Uses Budget 1,363,779 134,848 1,498,627 Budgeted revenues and other sources over (under) expenditures and other uses — NWQ Housing Fund Revenue and Other Sources UIPA Housing Allocation 0 250,000 250,000 Total Revenues and Other Sources Budget 0 250,000 250,000 Expenses and Other Uses Housing Development Loan Program -{Holding Account}- 0 250,000 250,000 Total Expenditures and Other Uses Budget 0 250,000 250,000 Budgeted revenues and other sources over (under) expenditures and other uses — Housing Development Fund Revenue and Other Sources Funding Our Future Land Discounts and Financing 2,590,000 0 2,590,000 Total Revenues and Other Sources Budget 2,590,000 0 2,590,000 Expenses and Other Uses Housing Development Loan Program -{Holding Account}- 2,590,000 0 2,590,000 REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-58 Total Expenditures and Other Uses Budget 2,590,000 0 2,590,000 Budgeted revenues and other sources over (under) expenditures and other uses — Administration Revenue and Other Sources Transfer from Central Business District 2,506,650 250,665 2,757,315 Transfer from Depot District 576,642 11,533 588,175 Transfer from West Capitol Hill 100,000 50,000 150,000 Transfer from Granary District 91,342 1,827 93,169 Transfer from West Temple Gateway 50,000 0 50,000 Transfer from North Temple 42,681 854 43,535 Transfer From Program Income Fund 176,610 (176,610) 0 Transfer from North Temple Viaduct 17,375 347 17,722 Transfer from Northwest Quadrant 0 150,000 150,000 Transfer from Stadler Rail 0 7,100 7,100 Transfer from FC77 1,171,996 (1,171,996) 0 Total Revenues and Other Sources Budget 4,733,296 (876,281) 3,857,015 Expenses and Other Uses RDA Personnel 2,100,484 19.0 154,148 2,254,632 Gallivan Personnel 1,171,996 13.0 (1,171,996) 0 Administrative Fees 800,000 139,683 939,683 Operating & Maintenance 308,116 51,884 360,000 Charges and Services 202,700 0 202,700 Furniture, Fixtures and Equipment 150,000 (50,000) 100,000 Total Expenditures and Other Uses Budget 4,733,296 32.0 (876,281) 3,857,015 Budgeted revenues and other sources over (under) expenditures and other uses — REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-59 GRAND TOTALS TOTAL Revenue 54,232,619 57,942,203 TOTAL Expense 54,232,619 57,942,203 CIP Allocations detailed on Cap Projects tab 4,738,562 7,729,646 Appropriation of Fund Balance — — REDEVELOPMENT AGENCY KEY CHANGES FUND FY2021 Adopted Budget Full Time Equivalent Changes from FY2021 Budget FY2022 Recommended Budget MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-60 MULTI-AGENCY DRUG TASK FORCE KEY CHANGES ISSUE FY2020 Adopted Budget Full Time Equivalent Changes from FY2020 Budget FY2021 Budget Multi-Agency Drug Task Force (FC41) Revenue and Other Sources FY20 Beginning Balance 1,763,746 Remove FY2021 Funding (1,763,746) Appropriation of Cash Balance from Forfeiture 1,567,118 Appropriation of Cash Balance from Restitution 466,455 Total Revenues and Other Sources Budget 269,827 2,033,573 Expenses and Other Uses FY20 Beginning Balance 1,763,746 Remove FY2021 Expense (1,763,746) Change in Operating Expense 2,033,573 Total Expenditures and Other Uses Budget 269,827 2,033,573 Budgeted revenues and other sources over (under) expenditures and other uses — MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-61 This page intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET B-62 This page intentionally left blank DEBT POLICIES The City's debt policy is defined by State statute to maintain the City's "Aaa/AAA" general obligation bond ratings, as rated by Moody's and Fitch, respectively, or other rating agencies. Accordingly, the City will continually monitor all outstanding debt issues and trends in key economic, demographic, and financial data, including a periodic review of important debt ratios and debt indicators. The City will make all debt service payments in a timely and accurate manner. The City will fully comply with all IRS arbitrage rebate requirements and the bonds' post-issuance compliance regulations. In the preparation of official statements or other bond-related documents, the City will follow a policy of complete disclosure of its financial and legal conditions. The City's practice is to also adhere to the following guidelines: 1.State law limits general obligation bonded debt use for general purposes to 4 percent of the adjusted fair market value of the City's taxable property. 2.State law also limits general obligation bonded debt for water, sewer, and lighting purposes to 4 percent of the adjusted fair market value of the property plus any unused portion of the amount available for general purposes. 3.The City combines a pay-as-you-go strategy with long-term financing to keep the debt burden sufficiently low to merit the “Aaa/AAA” general obligation bond ratings and to provide sufficient available debt capacity in an emergency. 4.The City limits debt to projects that cannot be reasonably funded in a single year and to terms that are consistent with the useful life of the project being undertaken. 5.The City seeks the least costly financing available. All debt commitments are reviewed centrally by the City Treasurer who looks for opportunities to combine issues or for alternative methods that will achieve the lowest possible interest rates and other borrowing costs. 6.The City will continually analyze whether it would be advantageous to refund bond issues based on market and budgetary conditions. 7.The City will issue Tax and Revenue Anticipation Notes only to meet short-term cash flow liquidity needs. To exempt the notes from the arbitrage rebate, the sizing of the notes and the timing of cash flows will meet the “safe harbor” provisions of the Federal Tax Code. 8.The City will invest bond and note proceeds as well as all funds that are pledged or dedicated to the payment of debt service on those bonds or notes by following the terms of the borrowing instruments or if silent or less restrictive, then according to the terms and conditions of the Utah State Money Management Act and Rules of the State Money Management Council. 9.The City will maintain outstanding debt at a level such that revenues are equal to or greater than 200% of the maximum annual debt service. 10.The City currently has $106,525,000 of outstanding general obligation debt. This is well below the 4 percent (of fair market value) statutory limits, which places the City’s general obligation borrowing limit at $1,671,333,777. The City currently does not use general obligation debt for MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 1 water, sewer, or lighting purposes. However, the full 8% may be used for water, sewer, and electric purposes but if it is so used, then no general obligation bonds may be issued in excess of 8% for any purpose. Computation of Legal Debt Margin (in millions, as of June 30, 2020) Legal Debt Margin General Purposes4% Water, Sewer, and Lighting4%Total8% General Obligation Debt Limit 1,671 1,671 3,343 Less Outstanding General Obligation Bonds (107) — (107) Legal Debt Margin 1,565 1,671 3,236 2019 Fair market value of property -- $41,783,344,419 Source: Utah State Property Tax Division SIGNIFICANT FUTURE DEBT PLANS Lease Revenue Bonds, Sales and Excise Tax Revenue Bonds The City administration continuously evaluates the City’s funding of its Capital Improvement Program, and proceeds of lease revenue bonds and additional bonds will be considered as one of the sources for funding the City’s capital infrastructure. The City is currently considering issuing sales tax revenue bonds for the purpose of refunding the Sales Tax Revenue Bonds Series 2012A, Sales Tax Revenue Bonds Series 2013B, Lease Revenue Bonds Series 2013A, and Lease Revenue Bonds Series 2014A, as wells as funding various projects within the City. Special Assessment Area (SAA) The City has no short-term plans to issue assessment area bonds. General Obligation Bonds A special bond election held on November 6, 2018, gave voter authorization to the City to issue up to $87 million in general obligation bonds to fund all or a portion of the costs of improving various streets and roads throughout the City and related infrastructure improvements. The first block of $20 million of the authorization was issued in October 2019. The second block of $17.745 million of the authorization was issued in September 2020. An additional issuance of approximately $23 million may take place in the calendar year 2021. Major Programs and Future Debt Considerations The City will issue approximately $1.15 billion in additional general airport revenue bonds in the future to complete the $4.45 billion “New SLC,” formerly known as the Airport Redevelopment Program. The program is currently expected to be completed by 2025. Public Utilities revenue bonds of approximately $503 million are expected to be issued over the next seven years to fund the Department of Public Utilities capital improvement program. A major focus of MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 2 the Department’s budget is the rehabilitation and replacement of aging infrastructure. The largest planned projects are the new water reclamation facility to meet regulatory requirements, improvements to three water treatment plants, phased construction of a new water conveyance line to expand service and provide redundancy, water, sewer, and stormwater utility infrastructure work necessitated by street improvements projects pursuant to the City’s passage of the general obligation bond for that purpose. The Department will also be utilizing proceeds from a $348,635,000 Water Infrastructure Finance and Innovation Act (WIFIA) loan secured to finance the construction of the water reclamation facility. The loan will be drawn through 2024. The City has applied to obtain a $7,000,000 loan from the Utah State Infrastructure Bank (SIB) to finance a neighborhood parking structure, a 926-stall garage, located between 400 and 500 West and 600 and 700 South in Salt Lake City. If approved, a loan will bear an interest rate at or above the market interest rate. The loan term will not exceed 15 years. The City may pledge all or a portion of sales tax revenue as a revenue source to the repay of the loan. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 3 DEBT STRUCTURE Salt Lake City Outstanding Debt Issues (RDA bond information has been excluded from this list) (as of June 30, 2021) Amount of Final Principal Original Issue Maturity Date Outstanding GENERAL OBLIGATION DEBT Series 2010B (Public Safety Facilities) 100,000,000 6/15/2031 54,650,000 Series 2013A (Refunded a portion of Series 2004A) 6,395,000 6/15/2024 2,115,000 Series 2015A (Refund 2013B Sports Complex) 14,615,000 6/15/2028 7,825,000 Series 2015B (Refund 2009A, 2011, 2013C Open Space) 4,095,000 6/15/2023 630,000 Series 2017B (Refund Portion of 2010A) 12,920,000 6/15/2030 11,875,000 Series 2019 (Streets) (Refund Series 2017A) 22,840,000 6/15/2039 16,300,000 Series 2020 (Streets) 17,745,000 6/15/2040 13,130,000 TOTAL: 106,525,000 PUBLIC UTILITIES REVENUE BONDS Series 2009 (Taxable) 6,300,000 2/1/2031 3,150,000 Series 2010 Revenue Bonds 12,000,000 2/1/2031 6,545,000 Series 2011 Revenue Bonds 8,000,000 2/1/2027 3,300,000 Series 2012 Improvement and Refunding '04 Bonds 28,565,000 2/1/2027 8,865,000 Series 2017 Public Utilities Revenue and Refunding (2008) 72,185,000 2/1/2037 66,145,000 Series 2020 Revenue Bonds 157,390,000 2/1/2050 157,390,000 TOTAL: 245,395,000 SALES AND EXCISE TAX REVENUE BONDS Series 2012A (North Temple Projects) 15,855,000 10/1/2032 10,845,000 Series 2013B (Streetcar/Greenway Projects) 7,315,000 10/1/2033 5,470,000 Series 2014B (CIP Projects) 10,935,000 10/1/2034 8,430,000 Series 2016A (Refund 2009A) 21,715,000 10/1/2028 17,910,000 Series 2019A (Refund 2007A) 2,620,000 4/1/2027 2,095,000 Series 2019B (Refund 2013A) (Federally Taxable) 58,540,000 4/1/2038 57,740,000 TOTAL: 102,490,000 MOTOR FUEL EXCISE TAX REVENUE BONDS Series 2014 (1300 S & 1700 S Streets) 8,800,000 4/1/2024 2,820,000 LOCAL BUILDING AUTHORITY LEASE REVENUE BONDS Series 2013A (Glendale Library) 7,180,000 10/15/2034 5,505,000 Series 2014A (Marmalade Library) 7,095,000 4/15/2035 5,530,000 Series 2016A (Fire Station #14) 6,755,000 4/15/2037 5,755,000 Series 2017A (Fire Station #3) 8,115,000 4/15/2038 7,555,000 TOTAL: 24,345,000 AIRPORT REVENUE BONDS Series 2017A 826,210,000 7/1/2047 826,210,000 Series 2017B 173,790,000 7/1/2047 173,790,000 Series 2018A 753,855,000 7/1/2048 753,855,000 Series 2018B 96,695,000 7/1/2048 96,695,000 TOTAL: 1,850,550,000 _______________________________________ MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 4 FY 2021-22 REVENUE This section includes a general discussion of the Salt Lake City's major revenue sources. The City has eight major funds which include: General Fund, Golf Fund, Refuse Fund, Water Fund, Sewer Fund, Storm Water Fund, Street Lighting Fund, Airport Fund and the Redevelopment Agency (RDA) Fund. These funds and their major revenue sources are discussed below. REVENUE POLICIES 1.The City projects its annual revenue through analytical processes and adopts its budget using conservative estimates and long-term forecasting. 2.The City minimizes the use of one-time revenue to fund programs incurring ongoing costs. 3.Once taxes and fees are assessed, the City aggressively collects all revenues due. 4.The City pursues abatement programs and other ways to reduce the effect of taxes and fees on those least able to pay. 5.To the extent that the City’s revenue base is insufficient to fund current services, the City will explore all potential options to reduce the cost of government services; examine the effect of reducing the level of government services; and finally, consider new user fees or increases in existing fees. Should these three alternatives fail to offer a suitable solution, the City may increase tax rates as a last resort. 6.The City reviews the budget for those programs that can be reasonably funded by user fees. This review results in a policy that defines cost, specifies a percentage of the cost to be offset by a fee, and establishes a rationale for the percentage. When establishing these programs, the City considers: •Market pricing; •Increased costs associated with rate changes; •The ability of users to pay; •The ability of individuals to make choices between using the service and paying the fee, or not using the service; •Other policy considerations. (For example, setting fines high enough to serve as a deterrent; or pricing fees to even out demand for services.) 7. The City adjusts user fee rates annually based on an analysis of the criteria established in policy six above. The City pursues frequent small increases as opposed to infrequent large increases. 8. The City considers revenue initiatives consistent with the following: •Finding alternatives that address service demands created by the City's large daytime population; •Finding alternatives that allocate an equitable portion of service costs to tax-exempt institutions; •Finding alternatives to formulas which use residential population to distribute key revenues such as sales tax and gasoline tax; and •Pursuing opportunities for citizen volunteerism and public/private partnerships. FORECASTING METHODOLOGY Salt Lake City revenue forecasts are compiled using historical, time-series, trend, and simulation models. These models focus primarily on past experiences and trends, but modifications are made based upon simulations reflecting anticipated economic activities and proposed initiatives. The projected revenues using these models are based upon anticipated economic growth, anticipated fee or tax increases, as well as any new initiatives being proposed. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 5 The City has several financial auditors that regularly track and report on revenue collections and projections. Projections are monitored for precision and revisions are made throughout the year. This information is used to help forecast the upcoming year’s revenue. As part of the City’s modeling efforts, year-to-date cumulative revenue collections are monitored and compared to previous years to identify changes in revenue streams that may indicate areas of concern. GENERAL FUND The General Fund is the principal fund of the City and is used to account for resources traditionally associated with governments which are not required to be accounted for in another fund. The General Fund accounts for the normal activities of the City such as Police, Fire, Public Works, Parks and Community Development. These activities are funded through taxes, fees, fines and charges for services. The majority of the City’s General Fund revenue comes from three sources - property taxes $101,183,084 (28.93%), sales taxes $109,556,477 (31.33%), and franchise taxes $27,702,125 (7.92%). These sources are impacted by local and national economic trends and activities. Major increases or decreases in any one of these three taxes can have a significant impact on City operations. PROPERTY TAX Property tax revenue is Salt Lake City's principal source of General Fund revenue, providing 28.93% of total projected revenue in FY 2021-22. Property tax revenue is projected to increase in FY 2021-22. Salt Lake County calculates the Certified Tax Rate and expected revenue for each taxing entity. State Tax Code requires taxing entities to adopt the county’s property tax revenue forecast as their own, unless they go through the truth-in-taxation process and raise the rate above the certified rate. SALES TAX Sales tax revenue is Salt Lake City's is a significant source of General Fund revenue, providing 31.33% of total projected revenue in FY 2021-22. Sales tax revenue is projected to increase in FY 2021-22 as a result of robust retail spending. Sales tax revenue is forecast using time-series and trend analysis in conjunction with various modeling scenarios which anticipate economic events that may impact the City. The forecast includes comparing the State of Utah’s projections with City’s projections to determine if the City’s projections are reasonable. FRANCHISE TAX Franchise tax revenue is another major source of General Fund revenue, comprising 7.92% of projected General Fund revenue in FY 2021-22. Franchise tax revenue is expected to increase in FY 2021-22, due to a proposed increase in water rates. Franchise tax revenue is forecast using time-series and trend analysis, as well as input from utility company representatives. OTHER GENERAL FUND REVENUE The remaining General Fund revenues make up 31.82% of the total and are comprised of: •Licenses and Permits •Intergovernmental Revenue •Charges, Fees and Rentals MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 6 •Fines •Parking Meter Collections •Interest Income •Miscellaneous Revenue, Transfers and Interfund Reimbursements. The following table summarizes total General Fund Revenue by major category. GENERAL FUND REVENUE SUMMARY ActualFY15-16 ActualFY16-17 ActualFY17-18 ActualFY18-19 ActualFY19-20 BudgetFY20-21 BudgetFY21-22 Property Taxes 86,037,385 84,530,904 91,020,673 94,654,243 99,342,715 99,417,103 101,183,084 Sales and Use Taxes 59,927,248 60,883,816 64,512,732 99,599,360 116,199,002 100,797,099 109,556,477 Franchise Taxes 27,972,665 29,051,786 30,301,186 27,042,921 26,863,146 26,812,125 27,702,125 Licenses and Permits 28,692,096 29,643,527 28,651,754 36,960,240 32,637,293 28,601,482 29,750,132 Intergovernmental Revenue 5,453,586 6,189,654 6,049,454 6,006,496 5,086,254 4,444,400 4,644,018 Charges, Fees, and Rentals 5,202,170 5,188,415 5,252,494 5,573,679 4,283,760 4,428,069 3,934,568 Fines 6,477,608 7,558,329 7,251,705 5,140,777 3,753,706 3,938,848 3,474,457 Parking Meter Collections 3,324,615 2,991,246 3,549,584 3,509,898 2,771,331 3,347,986 2,693,554 Interest Income 754,322 1,200,000 1,290,000 3,904,270 2,910,778 1,900,682 1,271,154 Miscellaneous Revenue 5,292,440 5,370,694 5,255,384 5,256,974 4,521,107 4,014,037 3,372,266 Interfund Reimbursement 11,051,278 10,275,747 11,054,188 16,363,850 20,574,064 20,281,706 22,032,894 General Fund Revenue 240,185,413 242,884,118 254,189,154 304,012,708 318,943,156 297,983,537 309,614,729 Other Financing Sources: Transfers 7,867,962 5,393,053 6,954,179 7,564,418 6,800,493 9,750,600 17,902,686 Proceeds from Sale of Property 405,396 353,121 — — — Revenue and Financing Sources 248,458,771 248,630,292 261,143,333 311,577,126 325,743,648 307,734,137 327,517,415 Property Tax for RDA* 11,317,136 10,284,464 13,245,339 13,510,246 14,021,140 Available Fund Balance/Cash Reserves 387,868 380,025 1,510,094 4,885,620 8,200,000 Total General Fund 272,848,337 322,241,615 340,499,081 326,130,003 349,738,555 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 7 Period Ending $ (M i l l i o n s ) General Fund Major Revenue Sources Property Taxes Sales and Use Taxes Franchise Taxes Licenses and Permits Intergovernmental Revenue Charges, Fees, and Rentals Fines Parking Meter Collections Interest Income Miscellaneous Revenue Interfund Reimbursement Ac tua l FY15 - 1 6 Ac tua l FY16 - 1 7 Ac tua l FY17 - 1 8 Ac tua l FY18 - 1 9 Ac tua l FY19 - 2 0 Bu dg e t FY20 - 2 1 Bu dg e t FY21 - 2 2 0 50,000,000 100,000,000 150,000,000 200,000,000 250,000,000 300,000,000 350,000,000 Golf Enterprise Fund The Golf Enterprise Fund accounts for the operations at six public golf course locations; Bonneville, Forest Dale, Glendale, Mountain Dell, Nibley Park and Rose Park. The City’s golf courses are operated as an enterprise fund where revenue collected at the golf course through user fees supports operational and maintenance expenses, capital improvement costs and any debt that may be incurred by the golf courses. Revenue in this fund is generated by user fees including green fees, CIP $1 fees, cart rental fees, range ball fees, merchandise purchases, lessons, concessionaire rental fees, etc. Revenue is projected based on historical patterns and forecasts of trends in the local market area. The FY 2021-22 Golf Fund budget for revenue and expense follows closely with 5 year historical averages. In addition, strategic price increases are being implemented that will have an impact on revenues for FY 2021-22. Golfers are charged an additional $1 per 9-hole round fee with the listed green fee to be placed MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 8 in the Golf CIP Fund to be used toward golf course improvements. It is proposed for FY2021-22 to increase the Golf CIP Fund fee to $2 per 9-hole round beginning in January 2022. GOLF FUND REVENUE SUMMARY ActualFY 15-16 ActualFY 16-17 ActualFY 17-18 ActualFY 18-19 ActualFY 19-20 BudgetFY 20-21 BudgetFY 21-22 Golf Revenue Green Fees 3,985,988 3,523,614 3,603,022 3,569,078 4,259,235 3,836,821 4,050,383 Golf Car Rental 1,399,370 1,339,722 1,509,488 1,461,066 1,471,019 1,527,525 1,532,825 Driving Range Fees 322,728 281,448 287,606 322,722 223,848 335,651 340,431 Retail Merchandise Sales 768,412 717,439 719,688 781,478 646,749 775,000 741,545 CIP Fee on rounds, passes 317,918 298,424 310,524 298,724 324,383 306,280 436,800 Miscellaneous 809,505 737,118 1,150,279 1,038,407 1,417,090 2,258,079 3,298,129 Total Golf Fund 7,603,921 6,897,765 7,580,607 7,471,475 8,342,324 9,039,356 10,400,113 Period Ending $ (M i l l i o n s ) Golf Fund Revenue Summary Golf Revenue Green Fees Golf Car Rental Driving Range Fees Retail Merchandise Sales CIP Fee on rounds, passes Miscellaneous Actua l FY 15 - 1 6 Ac tua l FY 16 - 1 7 Ac tua l FY 17 - 1 8 Actua l FY 18 - 1 9 Actua l FY 19 - 2 0 Bu dg e t FY 20 - 2 1 Bu dg e t FY 21 - 2 2 0 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 9 Refuse Enterprise Fund The Refuse Enterprise Fund Class consists of two funds: •Operations Fund •Environmental & Energy Fund Revenue for the Operations Fund comes from refuse collection fees, inter-fund reimbursements and miscellaneous revenue. City residents are charged refuse collection fees based on the type and size of an individual resident’s refuse can(s). These fees are calculated to recover the fund’s operational costs when combined with the other sources of revenue described above. The Operations Fund revenue is forecasted based on known factors such as the number of refuse cans in service, along with scheduled events such as equipment replacement and changes in contractual agreements. Voluntary residential curbside glass recycling services, which were introduced in FY12-13, continues to be offered. Those using this service are charged a separate monthly fee; no fee increase is proposed for this service in FY 2021-22. The Environmental & Energy Fund receives a dividend from the Landfill (Salt Lake Valley Solid Waste Management Facility / SLVSWMF) on an ongoing basis. This is the primary source of revenue for this fund. As the Landfill garbage tonnage has decreased in recent years, so has the related dividend to its partners. Revenues from recycling proceeds have been another source of revenue in the past for this fund. Recycling proceeds have been eliminated over the last couple of years due to the volatility and regulations in global recycling markets. The Department does not expect to receive any recycling proceeds for the FY 2021-22 budget year due to the Chinese recycling market regulation changes and the global recycling market prices. One-time sustainability project costs related to air quality, energy efficiency, and sustainable food have been funded in the past by the $5,500,000 portion of the $7,000,000 one-time distribution from the Landfill which was received during FY10-11. These funds have now been fully obligated, any new projects will be funded by the Environmental & Energy Fund balance. The FY 2021-22 budget request includes funding from General Fund to subsidize reduced funding sources. REFUSE FUND REVENUE SUMMARY ActualFY15-16 ActualFY16-17 ActualFY17-18 ActualFY18-19 ActualFY19-20 BudgetFY20-21 BudgetFY21-22 Refuse Revenue Landfill / SLVSWMF Dividends 713,799 638,210 710,483 681,152 557,041 557,500 515,000 Refuse Collection Fees 11,344,725 11,345,341 11,118,760 11,397,708 11,223,400 11,235,694 12,425,411 Interfund Reimb & Misc 710,195 1,031,192 829,324 1,766,089 1,235,243 808,099 1,601,615 Total Refuse Fund 12,768,718 13,014,743 12,658,567 13,844,949 13,015,684 12,601,294 14,542,026 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 10 Period Ending $ (M i l l i o n s ) Refuse Fund Revenue Refuse Revenue Landfill / SLVSWMF Dividends Refuse Collection Fees Interfund Reimb & Misc Actua l FY15- 1 6 Actua l FY16- 1 7 Actua l FY17- 1 8 Actua l FY18- 1 9 Actua l FY19- 2 0 Budge t FY20- 2 1 Budge t FY21- 2 2 0 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 14,000,000 16,000,000 Water Utility Fund The Water Utility Fund operates as an enterprise fund. The Water Utility exists to provide treated water to current city residents, maintain the City’s water infrastructure, and to engage in conservation activities related to the City’s water supply for future generations. The service area of the fund covers a total of 141 square miles and includes more than 350,000 residents. The service area includes the geographic area within the Salt Lake City boundaries, as well as the east bench of the Salt Lake Valley outside Salt Lake City boundaries, including to portions of the cities of Mill Creek, Holladay, Cottonwood Heights, South Salt Lake, Murray, and Midvale. The Water Utility also has jurisdictional responsibilities to protect about 190 square miles of source water area in the headwaters of the Wasatch Mountains. The Water Utility provides administrative utility billing services for the Sewer Utility, the Stormwater Utility, the Street Lighting Utility, the Refuse Fund, and the Hive Program. Revenues are forecast by anticipating the necessary billing rates needed to generate enough revenue to fund the operations of the utility. Independent rate studies are conducted every several years to gather public input and to structure rates in accordance with industry standards and community values. Forecasted FY 2021-22 revenues reflect a proposed rate increase of 8%. The rate increase is applied to the current four-tiered, inclining block rate structure. Revenue received from metered water usage is the Water Utility’s main source of operating revenue (94%). Other revenue categories include interest income, miscellaneous revenue, impact fees, and inter- fund reimbursements. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 11 WATER FUND REVENUE SUMMARY ActualFY15-16 ActualFY16-17 ActualFY17-18 ActualFY18-19 ActualFY19-20 BudgetFY20-21 BudgetFY21-22 Water Revenue Water Sales and Service 65,042,979 72,840,335 73,199,176 75,103,958 81,995,776 71,012,328 86,838,106 Interest Income 430,178 385,558 725,120 1,424,203 970,343 715,896 398,000 Permits, Fines & Other 684,794 340,075 453,482 523,688 480,673 343,460 460,970 Interfund Billing Services 1,920,289 2,185,655 2,267,207 2,394,985 2,370,157 2,921,828 2,966,142 Total Water Fund 68,078,239 75,751,624 76,644,985 79,446,834 85,816,949 74,993,512 90,663,218 Period Ending $ (M i l l i o n s ) Water Fund Revenue Summary Water Revenue Water Sales and Service Interest Income Permits, Fines & Other Interfund Billing Services Actua l FY15- 1 6 Actua l FY16- 1 7 Actua l FY17- 1 8 Actua l FY18- 1 9 Actua l FY19- 2 0 Budge t FY20- 2 1 Budge t FY21- 2 2 0 20,000,000 40,000,000 60,000,000 80,000,000 100,000,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 12 Sewer Utility Fund The Sewer Utility Fund operates as an enterprise fund. The Sewer Utility exists to manage the collection and treatment of wastewater within Salt Lake City’s corporate boundaries. The Sewer Utility is increasing capacity and expanding service of the sewer collection system to meet growth requirements related to the new State Correctional Facility, the Airport expansion, and new development anticipated in the Northwest Quadrant of Salt Lake City. The Sewer Utility operates the City’s sewer collection and sewer treatment infrastructure which includes 655 miles of pipeline, several pump stations and a water reclamation facility. The water reclamation facility is being rebuilt in order to meet new environmental regulations, and construction is occurring in phases to be completed by the regulatory compliance deadline of January 1, 2025. The first phase of construction began in FY 2019-20, and design work for future phases is ongoing. Revenues are forecast by anticipating the necessary billing rates needed to generate enough revenue to fund the operations of the utility. The Sewer Utility charges customers based on average winter water use volume and strength of produced waste. Independent rate studies are made every several years to gather public input and to structure rates in accordance with industry standards and community values. Forecasted FY 2021-22 revenues reflect the anticipated impacts of water use patterns in differing customer classes and proposed 18% rate increase. The rate increase is distributed within a seven-tiered block rate structure and is necessitated by the construction of the water reclamation facility. In FY 2021-22 the main source of operating revenue for the sewer utility fund will be charges for sewer services (99%). Other revenue categories include fines, interest income, survey permits, and miscellaneous revenue. SEWER FUND REVENUE SUMMARY ActualFY15-16 ActualFY16-17 ActualFY17-18 ActualFY18-19 ActualFY19-20 BudgetFY20-21 BudgetFY21-22 Sewer Revenue Sewer Services 21,827,387 24,733,019 33,735,176 39,687,904 45,142,610 50,321,000 58,128,437 Interest Income 152,711 756,830 1,387,613 2,161,835 1,035,061 992,301 171,000 Permits, Fines, and Other 153,033 197,242 545,939 298,228 285,917 282,000 328,500 Total Sewer Fund 22,133,131 25,687,091 35,668,727 42,147,967 46,463,588 51,595,301 58,627,937 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 13 Period Ending $ (M i l l i o n s ) Sewer Fund Revenue Sewer Revenue Sewer Services Interest Income Permits, Fines, and Other Actua l FY15- 1 6 Actua l FY16- 1 7 Actua l FY17- 1 8 Actua l FY18- 1 9 Actua l FY19- 2 0 Budge t FY20- 2 1 Budge t FY21- 2 2 0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 Storm Water Utility Fund The Stormwater Utility operates as an enterprise fund. It exists to convey runoff and stormwater, and to maintain the quality of stormwater discharge within Salt Lake City boundaries. It is also responsible for mitigating flooding caused by stormwater runoff. The Stormwater Utility operates stormwater collection infrastructure system which includes 350 miles of drainage pipe and 27 lift stations. Revenues are forecast by anticipating the necessary fees needed to generate enough revenue to fund the operations of the utility. The Utility charges costumers for these services based on units calculated as equivalent residential units (ERU), or ¼ acre determined by area of the customer’s property that is impervious. A previously planned 10% rate increase was deferred last year due to economic uncertainty surrounding the COVID-19 pandemic. The FY 2021-22 budget includes the 10% rate increase or approximately $0.55 per equivalent residential (ERU) per month. Revenues received from stormwater fees are the Utility’s main source of operating revenue (98%). Other revenue categories include interest income and miscellaneous revenue. STORM WATER FUND REVENUE SUMMARY ActualFY15-16 ActualFY16-17 ActualFY17-18 ActualFY18-19 ActualFY19-20 BudgetFY20-21 BudgetFY21-22 Storm Water Revenue Storm Water Services 8,218,844 8,423,972 8,510,707 9,555,773 10,720,158 9,743,500 10,716,550 Interest Income 39,491 79,254 115,773 184,128 129,047 199,670 119,200 Permits, Fines, & Other 32,425 16,933 47,327 50,687 85,397 50,000 62,000 Total Storm Water Fund 8,290,760 8,520,159 8,673,807 9,790,589 10,934,602 9,993,170 10,897,750 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 14 Period Ending $ (M i l l i o n s ) Storm Water Fund Revenue Storm Water Revenue Storm Water Services Interest Income Permits, Fines, & Other Actua l FY15- 1 6 Actua l FY16- 1 7 Actua l FY17- 1 8 Actua l FY18- 1 9 Actua l FY19- 2 0 Budge t FY20- 2 1 Budge t FY21- 2 2 0 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 Street Lighting Fund The Street Lighting Utility operates as an enterprise fund. It exists to manage the City’s street lighting infrastructure facilitating safer vehicle and pedestrian travel at night. Streetlights are provided at each intersection on long blocks and as needed on mid blocks. SLCDPU provides base level street lighting service on a city-wide basis and enhanced street lighting services for decorative lighting to two residential neighborhoods and to one commercial area. Total system conversion to high efficiency lighting remains a high priority of this Utility. Revenues are forecast by anticipating the necessary fees needed to generate enough revenue to fund the operations of the utility. Street lighting fees are based on units calculated as an equivalent residential unit (ERU) which is determined by front footage of property. The base lighting rates were established in 2013 at $3.73 per month per ERU. The average Salt Lake City residence is one ERU, while commercial, institutional, and industrial properties vary. (ERU). Rates were also established in 2015 for each enhanced lighting service areas. No rate changes are proposed in the FY 2021-22 budget or forecast in the immediate future. A rate study is planned for FY 2022. Revenue received from street lighting fees are the Utility’s main source of revenue (99%). Other revenue categories include interest income and miscellaneous revenue. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 15 STREET LIGHTING FUND REVENUE SUMMARY ActualFY15-16 ActualFY16-17 ActualFY17-18 ActualFY18-19 ActualFY19-20 BudgetFY20-21 BudgetFY21-22 Street Lighting Services 3,263,790 4,222,564 4,207,007 4,301,424 4,258,440 4,230,298 4,101,769 Interest Income 14,753 48,352 88,339 147,727 119,716 8,000 40,500 Other 74,499 7,786 180,558 300 250 659 659 Total Street Lighting Fund 3,353,043 4,278,702 4,475,905 4,449,450 4,378,406 4,238,957 4,142,928 Period Ending $ (M i l l i o n s ) Street Lighting Fund Revenue Street Lighting Services Interest Income Other Actua l FY15- 1 6 Actua l FY16- 1 7 Actua l FY17- 1 8 Actua l FY18- 1 9 Actua l FY19- 2 0 Budge t FY20- 2 1 Budge t FY21- 2 2 0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 16 Airport Enterprise Fund The Salt Lake City Department of Airports manages Salt Lake City International Airport (SLCIA), Tooele Valley Airport and South Valley Regional Airport (SRVA). The Airport served 20 million passengers in FY2020 which was down approximately 23% due to sudden drop in passenger traffic due to Covid-19. Salt Lake City International Airport serves a multi-state region and consists of three air carrier runways and a general aviation runway and is classified as a large hub airport. In September of 2021, the Airport opened portions of phase one of the new airport, which included a new terminal, the gateway center, concourse A west and a new parking garage. A portion of concourse B west was opened in October of 2020. By the end of April of 2021, the old Airport facilities were demolished to make way for Phase two of the new airport. Phase two of the new airport is scheduled to bring on new gates to concourse A east as soon as the spring of 2023 and will be completed once concourse B east is finished in the fall of 2025. Tooele Valley Airport is a general aviation reliever airport to SLCIA. It has one runway and support services are on-demand only. South Valley Regional Airport is also a general aviation reliever airport. It also has one runway and is a base for a Utah National Guard military helicopter unit. The Department of Airports is an enterprise fund. It is not supported by property taxes, general funds of local governments or special district taxes. Capital funding requirements for FY 2021-22 are met from earnings, passenger facility charges, customer facility charges, general airport revenue bonds (GARBs), Federal Aviation Administration grants under the Airport Improvement Program, and State grants. MAJOR SOURCES OF AIRPORT FUND REVENUE Revenues are forecast by reviewing and analyzing lease agreements, operating costs, capital projects, product inflation and passenger levels. Revenues for FY 2021 have been impacted by the COVID-19 pandemic. However, projected revenues for FY 2021-22 are higher as passenger traffic begins to recover. A major source of revenue (63%) is generated from the airlines. Air carriers pay on a cost-of-service basis for the services they receive. Rates are set annually based on direct operating cost, cost of capital, and an amortization on asset investment. The formula used for this system is considered a hybrid structure in the aviation industry and is based on the ten-year airline use agreement (AUA) that went into effective on July 1, 2014. It provides $1 per enplaned passenger revenue sharing, not to exceed 30% of net remaining revenue, and is credited to the air carriers on a monthly basis. Enplaned passengers decreased 22.9% in FY2020 when compared to FY2019 and are projected to decrease 28.9% for FY2021 due to decreased passenger traffic because of Covid-19. The projected budget for FY 2021-22 shows a 60.3% increase in enplaned passengers as passenger traffic begins to recover from the Covid-19 pandemic. The second major source of revenue (30%) is generated from the Airport concessions. This includes revenue from food and retail concessions as well as car rental and parking fees. Retail concessions, and food and beverage are projected to increase compared to FY2021 due to more concessions opening and more passengers traveling through the Airport. Parking revenue is also projected to increase as more people start traveling once they have been fully vaccinated. While business travel is projected to return in FY 2021-22, it may take several years for the majority of business travel to return which accounts for a large percentage of the Airport parking revenue. Remaining revenues are generated through cost recovery of ground transportation costs, and lease contracts on buildings, office space and hangars. The Airport also receives a portion of the State aviation fuel tax. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 17 In FY2012, the Airport began collecting customer facility charges (CFC) to fund a new rental car facility. These charges increased from $4 to $5 in FY2013 and will remain at $5 for FY2022. The customer facility charges will meet the financial requirements to build the rental car service and quick turnaround facilities, plus the portion of the garage related to rental cars. The rental car service and quick turnaround facilities were completed in FY2016 but the Airport will continue to collect CFCs for the portion of the garage related to rental cars. SALT LAKE CITY DEPARTMENT OF AIRPORTS OPERATING REVENUE COMPARISON Actual FY 2016 Actual FY 2017 Actual FY 2018 Actual FY 2019 Actual FY 2020 Budget FY 2021 Budget FY 2022 Operating Revenue: Concession 74,623,000 82,528,100 87,274,206 92,910,800 75,372,000 69,052,500 74,786,600 Airline 62,454,000 66,639,100 70,571,102 75,636,600 77,312,000 160,209,700 158,154,100 Other Rental 14,896,800 17,808,100 20,708,160 18,992,400 18,739,000 21,270,400 19,098,400 Total Operating Revenue 151,973,800 166,975,300 178,553,468 187,539,800 171,423,000 250,532,600 252,039,100 Period Ending $ (M i l l i o n s ) Airport Operating Revenue Concession Airline Other Rental Ac tual F Y 2 0 1 6 Ac tual F Y 2 0 1 7 Ac tual F Y 2 0 1 8 Ac tual F Y 2 0 1 9 Ac tual F Y 2 0 2 0 Bu dget F Y 2 0 2 1 Bu dget F Y 2 0 2 2 0 50,000,000 100,000,000 150,000,000 200,000,000 250,000,000 300,000,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 18 RDA Fund The primary revenue source for the RDA’s redevelopment efforts is tax increment. Tax increment is the increase (or “increment”) in the property taxes generated within a project area over and above the baseline value of property taxes that were in place at the time a project area was established. Property values increase as an area is revitalized through investment, thereby creating tax increment. When an RDA project area is established, the RDA and the participating taxing entities enter into agreements that determine the amount of tax increment that will continue to flow to the taxing entities, and the portion that will be reinvested by the RDA into the project area for a defined period of time. The participating taxing entities continue to receive the baseline property tax during the life of a project area. The establishment of a project area and the collection of tax increment funds must be approved by the RDA Board of Directors and any participating local taxing entities (e.g. Salt Lake City, Salt Lake County, Salt Lake City School District, Metro Water District, Central Utah Water Project, Salt Lake Mosquito Abatement, and Salt Lake City Library). Not all taxing entities participate in every project area. Per Utah State Statute, tax increment proceeds must be spent within the project area where they originated or be found by the RDA Board of Directors to directly impact that project area. In addition to tax increment revenues from its various project areas, the RDA also has the following revenue sources: 1.Interest Income. The RDA receives interest on cash balances. 2.Temporary Property Income. The RDA receives lease revenues from various rentals, including several parking garages in the Central Business District Project Area. 3.RDA Loan Interest Income. The RDA receives interest generated from loans it administers. The amount of interest received varies depending on the number of outstanding loans at any given time. 4.Land Sale Proceeds. The RDA routinely sells property as part of its redevelopment efforts. RDA revenues are forecast for each project area by analyzing previous years’ tax increment received and adjusting conservatively based on current real estate market conditions. Other income from interest, lease revenues, and RDA loan interest is also considered. The FY 2021-22 forecasted RDA Fund revenue budget is $43,565,621. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 19 REDEVELOPMENT AGENCY REVENUE SUMMARY ActualFY14-15 ActualFY15-16 ActualFY16-17 ActualFY17-18 ActualFY18-19 ActualFY19-20 BudgetFY20-21 BudgetFY21-22 Redevelopment Agency Revenue Block 70 13,003,385 7,574,160 3,895,176 1,892,423 2,159,178 3,161,881 2,195,823 1,922,323 Central Business District 9,739,854 26,711,741 26,874,661 23,135,282 25,461,421 32,681,146 31,460,698 27,923,150 West Capitol Hill 311,973 475,397 562,604 548,155 1,547,706 153,711 626,903 150,000 West Temple Gateway 550,052 570,622 11,626 703,224 60,753 59,685 50,000 50,000 Depot District 3,940,782 4,141,737 3,616,380 3,806,559 3,895,569 5,533,602 5,555,538 4,121,164 Granary District 328,437 350,220 426,686 530,373 625,878 781,648 966,661 666,124 Housing Development Trust Fund — — — — — 2,590,000 2,590,000 2,590,000 North Temple 252,238 359,509 195,081 294,575 425,243 543,258 647,123 450,346 North Temple Viaduct — — 343,699 542,952 1,123,104 1,558,258 2,102,028 1,188,979 Sugar House 1,648,175 2,096,804 2,397,460 3,593 1,126 — — — Program Income 1,424,647 1,572,846 1,589,699 2,142,572 2,441,059 1,721,281 1,905,835 1,742,535 Northwest Quadrant — — — — — 198 1,684,441 1,500,000 Stadler Rail — — — — — 70,419 101,927 71,000 NWQ Housing Fund (UIPA) — — — — — — — 250,000 Primary Housing Fund (Citywide Housing) 43,933 89,379 662,815 454,620 350,096 356,658 387,772 346,000 Secondary Housing Fund (Project Area Housing) 22,995 546,094 22,484 30,782 45,303 43,617 44,000 44,000 Revolving Loan 527,990 266,713 386,599 3,855,771 761,162 819,332 852,000 550,000 Total Redevelopment Agency Revenue 31,794,461 44,755,222 40,984,970 37,940,881 38,897,598 50,074,694 51,170,749 43,565,621 FY 2017 Revolving Loan Fund includes Budget adopted through April 11, 2017, all other funds include budget adopted through March 31, 2017. Citywide Housing Fund and Project Area Housing Fund includes interest and land sale proceeds only. Revolving loan fund includes interest only. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 20 Period Ending $ (M i l l i o n s ) Redevelopment Agency Revenue Summary Redevelopment Agency Revenue Block 70 Central Business District West Capitol Hill West Temple Gateway Depot District Granary District Housing Development Trust Fund North Temple North Temple Viaduct Sugar House Actu a l FY 14 - 1 5 Actu a l FY 15 - 1 6 Actu a l FY 16 - 1 7 Actu a l FY 17 - 1 8 Actu a l FY 18 - 1 9 Actu a l FY 19 - 2 0 Bu dg e t FY 20 - 2 1 Bu dg e t FY 21 - 2 2 -20,000,000 0 20,000,000 40,000,000 60,000,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 21 FY21 Legislative Intents Revised October 21, 2020 FY 2021 Legislative Intents a. Police Department Role. It is the intent of the Council to re-evaluate the role the City asks the Police Department to play, and the budget to fulfill that role, and ask the Administration to evaluate moving certain programs out of the Police Department, like park rangers and social workers, and potentially add a function to the Human Resources Department to enhance the independence of the Internal Affairs unit. Administration Response: •Park Rangers: The Police Department has established a bike squad assigned to park patrols and is working closely with parks staff to identify the most effective use of these park patrol units. The Administration is also looking at other models around the country with the goal of enhancing the work these squads do with additional resources focused on customer service. Ideally, these additional resources would provide a combination of education and compliance of park rules, environmental services, and historical and cultural interpretation. Utilizing this model would not eliminate the need for the park patrol bike squads – whose focus is to enforce state and local laws and provide quick response in our public spaces when called. •Social Workers: The Social Workers are working with officers assigned to the Crisis Intervention Team in a Co-responder model. The social workers have expressed concerns regarding a potential shift in this model, because they often respond to dangerous situations that ultimately require a police officer. The Department and the Administration are committed to continuing to evaluate the co-responder model to ensure that City residents are getting the best and most helpful response to calls for service, and that social workers and officers remain safe on the job. •Internal Affairs Unit: The Police Department is actively working with Human Resources to enhance the oversight of the Internal Affairs Unit and is in the process of hiring a Civilian Director. A Civilian Director will ensure that the IA unit operates professionally and with the continuity and experience that is required to best serve the Department and the City’s residents. b. Police Department Zero-based Budget Exercise. It is the intent of the Council to hire an independent auditor to evaluate each line item in the Police Department budget with the goal of conducting a zero-based budget exercise, which takes the budget apart and builds it back in a way that aligns with the policy goals of the Council, Mayor and public. A report back to the Council would happen in September, or sooner if possible. Administration Response: The Council hired an auditor to evaluate the Police Department Budget and the presentation to Council by Matrix was scheduled on 4/20/2021. c. CARES Act Funding. The Council intends to use forthcoming CARES act funding to prioritize the community needs consistent with the equity principles being discussed. Administration Response: Budgeted use of CARES Act fund was prioritized according to the requirements of this intent. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 22 d. Ban Military Equipment. The Council intends to work with the Attorney’s Office to create an ordinance that prohibits the City from accepting grant awards for federal military equipment. The ordinance may include any foreseeable exceptions for the Council’s consideration. Administration Response: In the fall of 2020, the City Attorney’s Office worked with the Council to draft an ordinance banning acceptance of military equipment. This ordinance was passed on October 6, 2020 at Ordinance No. 46 of 2020. e. Police Department Reporting Ordinance. The Council intends to work with the Attorney’s Office to create an ordinance that establishes reporting requirements for internal information collected by and related to the Police Department. Administration Response: While the first step of this reporting and transparency goal was the adoption of the body camera ordinance in 2020, the Attorney’s Office looks forward to engaging with the Council on additional reporting requirements for internal information collected by and related to the Police Department. f. Tuition Reimbursement and Police Officer Education. It is the intent of the Council to encourage the Administration to assure that the City’s tuition reimbursement program is accessible to Police Department staff members and that the Police Department has a system to provide the flexibility necessary for staff to seek degrees, particularly in fields that relate to public safety, human relations, communications, community building, criminal justice, psychology and other areas that add value to their work. Further, the Council encourages the Administration to include strong advanced education requirements in their promotion and hiring process. Administration Response: On January 12, 2021, the Council received a briefing from Debra Alexander, CHRO, about tuition reimbursement in the Police Department. Records maintained in Human Resources reveal four hundred forty-one (441) employees in the Police Department had utilized the tuition reimbursement program in the years 2015 through 2020. On average, for those years, about sixty-three (63) employees each year received tuition reimbursement. However, in years 2019 and 2020, about eighty (80) employees utilized the program - an increase of about 25%. The increased utilization may due, in part, to enhanced reimbursement limits and an increasing emphasis on formal education in public safety. Consistent with Internal Revenue requirements, an employee may receive up to four thousand dollars ($4,000) in reimbursement. The program reimburses an employee for amounts s/he spends on tuition, fees and books. The Police Department has continued to place an emphasis on educational attainment, when applicable, during its recruitment and promotion processes. g. CIP and County Transportation Funds. It is the intent of the Council that future years Quarter- Cent County Transportation Funds go through a process that involves community input and considers other CIP needs, potentially combined with a redefined CIP process. Administration Response: The Quarter-Cent County Transportation Funds are now included as a funding source in the Capital Improvement Program Process that involves the Community Development and Capital Improvement Program (CDCIP) Board and Mayor’s recommendations based on CIP needs and available funds. h. Communicating Impact of Budget Reductions. It is the intent of the Council that the Administration return with a communication strategy to inform the public about the likelihood of reduced service levels in City parks and public lands due to budget reductions. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 23 Administration Response: In response to the Council’s Legislative Intent request, the City’s Parks and Public Lands division created a communication plan that entailed several means of outreach to the public. These include: •A newsletter: The division will include/has included the Key Messaging in monthly newsletters. These newsletters are sent to approximately 2,500 people during the last week of each month. •Social Media: Social media posts with the Key Messaging have been and will continue to be made on Public Lands’ account. As of November 2020, Public Lands had 1,878 followers on Facebook, 2,434 followers in Instagram, and 1,024 followers on Twitter. •Website: Since the coronavirus pandemic began, Public Lands has been regularly updating a COVID-19 webpage with information specific to our operations and the use of related properties: bit.ly/slcpplcovid19 •Community Councils: Emails have been and will continue to be sent to all Salt Lake City community councils that includes our Key Messaging. •Stakeholders: Public Lands has been and will continue to send out Key Messaging by email to a list of approximately 150 stakeholders. •Public Lands Staff: The Key Messaging has been and will continue to be shared in an email and printed memo to all Public Lands staff members. This messaging has been tailored to both the Summer/Fall 2020 and the Winter 2020/Spring 2021 time periods. Note: A more comprehensive document detailing the efforts Parks and Public Lands has made in response to this Legislative intent will be provided as backup documentation accompanying this response. i. Golf CIP Fund Plan. It is the intent of the Council that the Administration clarify the long-term plan for the Golf Enterprise Fund’s CIP fund. Administration Response: Public Lands and the Golf Division is very interested in the prospect of developing a long-term plan for the Golf Enterprise Fund’s CIP fund. At this time however, with the instability and uncertainty of the ability of Golf revenues to cover operational expenses, a short-term plan is proposed. Note: A more comprehensive short-term Golf CIP Fund Plan will be provided as backup documentation accompanying this response. j. Historic Park Design Guidelines. It is the intent of the Council that a briefing with the Administration be scheduled in order to discuss the steps and funding necessary to create design guidelines for the City's historic parks. Next steps would be identified pending the briefing discussion. Administration Response: In response to this Legislative Intent, the Parks and Public Lands division has created a report that provides detail of: •The background of the City’s cultural landscapes •The purpose and need of placing high value on preserving these landscapes •Recommendations for moving forward on specific sites •Efforts that are a work in progress •Details on departmental coordination MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 24 •Next steps, and •A comprehensive list of parks/cultural landscapes with recommendation for consultant services and cost estimates. Note: The full report in response to the Legislative Intent will be provided as backup documentation accompanying this response. k. 4th Avenue Well Noise Reduction. It is the intent of the Council that the Department of Public Utilities continues to consider additional noise-reducing options for the new 4th Avenue Well project. Administration Response: The noise impact of the 4th Avenue Well Project is a priority issue for Public Utilities in the design and construction of the project. Below are key points related to this issue: •The department’s architects and engineers have incorporated noise reduction into the building design to reduce the noise to meet County requirements; •A consultant has been hired to advise on noise reduction; •County requirements will at least be met, and it is anticipated that any noise generated by the well will be below the County’s requirements. •The anticipated noise output upon completion of the well project won’t be greater than current ambient measurements. •The well project is predicted to be in the low 30s dBA, while the measured nighttime ambient is 50 dBA. •Further details are in a report from Spectrum Engineering who will also perform post construction sound level measurements to confirm the noise reduction efforts. The direct link to the Spectrum Engineering report on our 4th Avenue Well project site is https://0dc33739-402d-4038-9f7a-52ebc40e00aa.filesusr.com/ ugd/3a2d4f_4a35d2c0f8d84d168150b70c2b88c20c.pdf. l. Fund Balance Floor Goal. The Council intends to continue the legislative intent from last year setting a minimum fund balance “floor” at 14%. Administration Response: The General Fund fund balance currently stands at more than 15%. m. Transfer Housing Trust Fund Development Loans and Payments. The Council intends to transfer the Housing Trust Fund’s housing development-loan-related balances and payments to be overseen by the RDA. During FY20, HAND and the RDA developed a detailed “housing framework” for consideration by the RDA Board and the Council. These bodies may wish to schedule time once the FY21 budget is complete to finalize this work, which may include changes to City ordinances and/or board policies. Administration Response: HAND continues to work with the RDA, the Attorneys, and Finance regarding the transfer of the Housing Trust Fund or HTF (aka HDTF) portfolio. The portfolio resides in HAND’s loan management system (N4F), and HAND continues to maintain the loans. The key component of transferring the portfolio requires ordinance modifications regarding the current Housing Trust Fund Ordinance that includes process for the HTF Advisory Board. For example, the HTFAB does not currently have the authority to make a recommendation to the RDA Board, only to the Mayor and City Council. Clarification from Council/Board on moving forward with the proposed structure from RDA staff will guide future process for the HTFAB and would assist in proposed modifications. HAND will continue to MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 25 work with CAN Leadership, the RDA, the Attorneys, and Finance on proposed code modifications and identifying appropriate fund classes and cost centers to enable the transfer. n. Calculate RDA Legislation Impacts. It is the intent of the Council that the Finance Department and the RDA work together to calculate the impact on City resources of changes proposed in 2019 and 2020 to State RDA legislation. Administration Response: The approved RDA legislation provides the City with the option to establish a new CRA tax rate to provide an ongoing funding source that enables the Agency to continue carrying out its work in supporting the City’s short and long-term needs. If the option was taken, the City Council/RDA Board would have significant control over key factors to be memorialized with an Interlocal Agreement between the City and Agency. These include adoption of an implementation plan to set priorities and guide investment, determination of the amount of revenue the Agency could collect through the tax rate and any earmark or allocation of funds to specific initiatives. The legislation does not decrease the City’s current revenue. The direct impact to the City’s General Fund is not realizing the increase in revenue that is typically expected when RDA project areas expire. As each area expires, the City and CRA tax rates would be incrementally adjusted in a way that reallocates the City’s participating share of increment from that project area to the RDA as ongoing revenue, with the intention of maintaining overall tax neutrality. Once the CRA tax rate is established, both the City and RDA would realize future new growth at the same rate, as both entities would share the entire City as its tax base. When it comes to the City’s current capacity to utilize the revenue created by new growth in RDA project areas to mitigate the impact of sudden emergencies such as COVID-19, the main factor is how the City budgets the new growth. If the City does not intentionally earmark the new revenue for specific initiatives or a rainy-day fund, it will likely be absorbed into the General Fund and applied toward one-time or ongoing expenses. Another important consideration is that if the timing doesn’t align with a project area expiring in the same year as the significant event, the new revenue would not be available for use at that time. If the City Council established a new CRA tax rate, it would essentially redirect the revenue created by new growth in the RDA project areas to the Agency as a separate taxing entity that has the flexibility to support the entire City in times of crisis. RDA staff worked with the Finance Department to draft an overall analysis on the legislation which includes the calculation of the tax rate and recommendations from Finance on how to maintain tax neutrality. The amendments included in the final version of the legislation would not impact the analysis or tax rate calculation. o. Decriminalization Review of City Code. It is the intent of the Council that an in-depth review be conducted of the City Code to consider items that could be decriminalized. Council staff could work with Council Members and the City Attorney’s Office to draft a scope and come back with a report on the timeline. Administration Response: The City Attorney’s Office has two clerks from the University of Utah Law School starting in May 2021 and we are excited to engage them in this analysis and process. The clerks’ work product will be a chart that can be shared with both the Council and Administration so both branches can prioritize sections of City Code to potentially decriminalize. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FINANCIAL POLICIES C- 26 This page has been intentionally left blank Capital Improvement Program Overview Salt Lake City’s Capital Improvement Program (CIP) is a multi-year planning program of capital expenditures needed to replace or expand the City’s public infrastructure. Two elements guide the City in determining the annual schedule of infrastructure improvements and budgets. This includes the current fiscal year's capital budget. Salt Lake City’s FY 2021-22 budget appropriates $703,068,753 for CIP, utilizing General Funds, Class “C” Funds, Impact Fee Funds, Redevelopment Agency Funds, Enterprise Funds, and other public and private funds. The Salt Lake City Council considers their input in determining which projects will be recommended for funding in this budget. The Enterprise Fund recommendations are consistent with each respective business plan. These plans were developed in cooperation with the respective advisory boards and endorsed by the Administration. The Redevelopment Agency of Salt Lake City fund recommendations are consistent with Board policy. All grant-related CIP recommendations are consistent with applicable federal guidelines and endorsed by the Administration. Capital Improvement Program Book (CIP Book) Salt Lake City’s FY2021-22 budget presents all CIP projects in its own document, the CIP book. By creating and providing City Council a CIP book the City believes it will provide more clarity and transparency regarding the recommended capital improvement projects. Major General Fund projects Transportation Infrastructure, Local Street Reconstruction, ADA Improvements and Sidewalk Rehabilitation for the reconstruction, rehabilitation, and capital improvement of deteriorated streets city-wide, total appropriation of $11,090,091 is proposed. Of this amount the budget appropriates $3,732,742 general fund, $2,046,329 of Class “C” fund, and $7,291,970 of Impact Fee funds. Projects include traffic signal upgrades, transportation safety improvements, and pedestrian and neighborhood byway enhancements. Parks, Trails and Open Space Parks, Trails, and Open Space capital improvement proposed budget includes a total appropriation of $7,786,889 from various funding sources. Projects include various improvements in Jordan Park, Pioneer Park, RAC, Poplar Park, Three Creeks, Sugar House, Glendale Water park, Foothills trails, and Allen Park. Liberty Park, Pioneer Park, Warm Springs Park, Memory Grove Park, Poplar Park, Taufer Park, Cottonwood Park, Foothills trails, and Allen Park. Public Facilities Public Facilities' capital improvement proposed budget includes a total appropriation of $1,252,230 is for improvements a Facilities Capital Asset Replacement Program to retire deferred capital replacement projects that are long overdue. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 CAPITAL IMPROVEMENT PROGRAM D-1 De b t S e r v i c e Debt Service Projects Sales Tax Series 2012A Bond 333,514 333,514 Sales Tax Series 2013B Bond 530,801 530,801 Sales Tax Series 2014B Bond 744,951 744,951 Sales Tax Series 2016A Bond 2,009,296 2,009,296 Sales Tax Series 2019 A Bond 366,151 366,151 Sales Tax Series 2022 Bond 3,657,667 3,657,667 B & C Roads Series 2014 975,377 975,377 ESCO Debt Service to Bond 896,500 896,500 ESCO Steiner Debt Service 0 ESCO Parks Debt Service 0 Fire Station #3 483,233 483,233 Fire Station #14 500,900 500,900 Debt Service Projects Total 8,538,880 0 975,377 984,133 0 0 10,498,390 On g o i n g Ongoing Projects Crime Lab 560,869 560,869 Facilities Maintenance 350,000 350,000 Parks Maintenance 250,000 250,000 Ongoing Projects Total 1,160,869 0 0 0 0 0 1,160,869 Ot h e r O n g o i n g Other Ongoing Community and Neighborhoods - Surplus Land RES 200,000 200,000 Public Services- Smiths Ballfield 154,000 154,000 Public Services- ESCO County Steiner 148,505 148,505 Public Services - Memorial House 68,554 68,554 Other Ongoing 0 0 0 0 0 571,059 571,059 Maintenance Funded Projects Ma i n t e n a n c e Multimodal Street Maintenance 200,000 200,000 Bridge Preservation 2021/2022 21,429 278,571 300,000 Trails Maintenance 200,000 200,000 0 Maintenance Funded Projects Total 21,429 278,571 0 0 400,000 0 700,000 Salt Lake City General Fund / Class C / Impact Fee / Enterprise Fund / Other CIP Summary Fiscal Year 2022 PROJECT GF GF FOF CLASS C IMPACT FEES ¼¢ SALES TAX OTHER TOTAL MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 CAPITAL IMPROVEMENT PROGRAM D-2 Ne w C I P New/Maintenance Projects Total Kensington Byway Ballpark 500,000 500,000 400 South Viaduct Trail 310,000 90,000 500,000 900,000 1700 South Corridor Transformation 317,792 35,300 353,092 A Place for Everyone: Emerald Ribbon Master Plan 416,667 416,667 Glendale Waterpark Master Plan & Landscape Rehabilitation & Active Recreation Component 3,200,000 3,200,000 Transportation Safety Improvements 44,400 400,000 444,400 Public Way Concrete 2021/2022 75,000 675,000 750,000 Highland High Crosswalk Enhancements 85,000 85,000 Training Tower Fire Prop Upgrade 6,223 312,056 318,279 Three Creeks West Bank New Park 150,736 150,736 900 South 9Line RR Crossing 28,000 172,000 200,000 Pavement Conditions Survey 3,571 171,429 175,000 Replace Poplar Grove Tennis with new Sportcourt 349,026 84,307 433,333 Urban Trails 6,500 1,038,500 1,045,000 Three Creeks West Bank Trailway 484,146 484,146 Area Studies 201,000 201,000 Single Family/Fire Behavior Prop 374,864 374,864 200 South Transit Complete Street Supplement 37,422 415,800 453,222 Local Link Construction 50,000 450,000 500,000 Sugar House Park Fabian Lake Pavilion Remove and Replace 183,834 183,834 Liberty Park Cultural Landscape Report and Master Plan 354,167 354,167 Liberty Park Basketball Court 99,680 99,680 Neighborhood Byways 104,500 940,500 1,045,000 Rail Adjacent Pavement Improvements 2021/2022 70,000 70,000 700 South Westside Road Configuration 223,450 291,000 514,450 900 South Signal Improvements 96,500 233,500 70,000 100,000 500,000 Multimodal Intersections & Signals 0 Corridor Transformations 25,398 282,200 307,598 Salt Lake City General Fund / Class C / Impact Fee / Enterprise Fund / Other CIP Summary Fiscal Year 2022 PROJECT GF GF FOF CLASS C IMPACT FEES ¼¢ SALES TAX OTHER TOTAL MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 CAPITAL IMPROVEMENT PROGRAM D-3 Ne w P r o j e c t s ( C o n t i n u e d ) SLC  Foothills Land Acquisitions 425,000 425,000 Jordan Park Pedestrian Pathways 510,000 510,000 SLC Foothills Trailhead Development 1,304,682 1,304,682 Odyssey House Annex Facility Renovation 300,000 300,000 Downtown Green Loop Implementation: Design for 200 East linear Park 610,000 610,000 Street Improvements 2021/2022 2,046,329 2,046,329 Tracy Aviary Historic Structure Renovations 51,700 104,378 156,078 Historic Structure Renovation & Activation at Allen Park 420,000 420,000 Capital Asset Replacement Program 1,252,230 1,252,230 RAC Playground with Shade Sails 180,032 180,032 New Projects Total 4,249,391 3,176,129 2,046,329 7,291,970 4,500,000 0 21,263,819 Cost Overrun 88,514 71,600 160,114 Percent for Art 66,386 53,700 120,086 Total General Fund/Other Fund/Class C Fund/Impact Fee Fund/CDBG Fund/Surplus Land Fund CIP Projects. 14,125,469 3,580,000 3,021,706 8,276,103 4,900,000 571,059 34,474,337 Other Capital Improvement Programs CD B G City Infrastructure Projects ( CIP Engineering/Transportation) SLC Transportation-route 4 Frequent Transit Route 322,000 322,000 Total CDBG 322,000 322,000 Ai r p o r t Airport CIP Projects Pump House #5 Renovations 928,000 928,000 Pump Station & Diversion Valve 1,300,000 1,300,000 Gate 39 Reconstruction 165,000 165,000 North Cargo Apron Development 25,605,000 25,605,000 Taxiway F Reconstruction 580,000 580,000 Taxiway P, N, & H3 Pavement 1,620,000 1,620,000 Taxiway Q Pavement Rehabilitation 1,646,000 1,646,000 Bureau of Land Management Access Road 1,660,000 1,660,000 Bureau of Land Management Apron 2,731,000 2,731,000 Landside Lighting Wire Replacement 1,566,000 1,566,000 Salt Lake City General Fund / Class C / Impact Fee / Enterprise Fund / Other CIP Summary Fiscal Year 2022 PROJECT GF GF FOF CLASS C IMPACT FEES ¼¢ SALES TAX OTHER TOTAL MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 CAPITAL IMPROVEMENT PROGRAM D-4 Ai r p o r t ( C o n t i n u e d ) Electric Vehicle Charging Stations 219,500 219,500 Roadway Entrance feature and Landscape 250,000 250,000 GA Zone 3 Corporate Hangar Site Develop 1,205,000 1,205,000 Terminal Redevelopment Program 164,849,000 164,849,000 North Concourse Program 186,614,000 186,614,000 Total Airport CIP Projects 390,938,500 390,938,500 Go l f Golf CIP Projects Maintenance Equipment 257,575 257,575 Range Improvements 177,836 177,836 Tee Box Leveling 60,000 60,000 Total Golf CIP Projects 495,411 495,411 Pu b l i c U t i l i t i e s Public Utilities CIP Projects Water Main Replacements 18,019,000 18,019,000 Treatment Plant Improvements 7,350,000 7,350,000 Deep Pump Wells 1,630,000 1,630,000 Meter Chang-Out Programs 2,500,000 2,500,000 Water Service Connections 2,950,000 2,950,000 Reservoirs 1,650,000 1,650,000 Pumping Plants and Pump Houses 1,550,000 1,550,000 Culverts, Flumes & Bridges 1,533,000 1,533,000 Distribution Reservoirs 2,350,000 2,350,000 Landscaping 68,000 68,000 Treatment Plants 191,045,826 191,045,826 Collection Lines 32,405,000 32,405,000 Lift Stations 2,685,000 2,685,000 Storm Drain Lines 7,362,500 7,362,500 Riparian Corridor Improvements 250,000 250,000 Detention Basins 50,000 50,000 Landscaping 168,000 168,000 Storm Water Lift Stations 700,000 700,000 Street Lighting Projects 2,240,000 2,240,000 Total Public Utilities CIP Projects 276,506,326 276,506,326 Salt Lake City General Fund / Class C / Impact Fee / Enterprise Fund / Other CIP Summary Fiscal Year 2022 PROJECT GF GF FOF CLASS C IMPACT FEES ¼¢ SALES TAX OTHER TOTAL MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 CAPITAL IMPROVEMENT PROGRAM D-5 RD A Redevelopment Agency (RDA) CIP Projects Station Center Infrastructure 332,179 332,179 Total RDA CIP Projects 332,179 332,179 Su s t a i n a bi l i t y Total Sustainability CIP Projects No Projects 0 Total Sustainability CIP Projects 0 0 Total Enterprise and Other Fund CIP 668,594,416 668,272,416 GRAND TOTAL 14,125,469 3,580,000 3,021,706 8,276,103 4,900,000 669,165,475 702,746,753 Salt Lake City General Fund / Class C / Impact Fee / Enterprise Fund / Other CIP Summary Fiscal Year 2022 PROJECT GF GF FOF CLASS C IMPACT FEES ¼¢ SALES TAX OTHER TOTAL MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 CAPITAL IMPROVEMENT PROGRAM D-6 This page has been intentionally left blank OFFICE OF THE CITY COUNCIL Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 OFFICE OF THE CITY COUNCIL E-1 Office of the City Council Cindy Gust-Jenson, Executive Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 3,266,228 3,671,914 4,000,958 O & M 13,560 58,800 58,800 Charges & Services 621,558 783,461 779,501 Capital Expenditures 6,392 2,000 2,000 Total Office of the City Council 3,907,738 4,516,175 4,841,259 DIVISION BUDGETS Community Affairs 3,767,738 4,226,075 4,551,159 35.00 Legislative Non-Departmental 140,000 290,100 290,100 Total Office of the City Council 3,907,738 4,516,175 4,841,259 FUNDING SOURCES General Fund 3,907,738 4,516,175 4,841,259 35.00 Total Office of the City Council 3,907,738 4,516,175 4,841,259 FTE by Fiscal Year 35.00 35.00 35.00 FY 2022 Department Budget Personal Services 4,000,958 O & M 58,800 Charges & Services 779,501 Capital Expenditures 2,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 OFFICE OF THE CITY COUNCIL E-2 Office of the City Council Changes discussed below represent adjustments to the FY 2020-21 adopted budget. Personal Services Base to Base Changes 243,979 Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 13,172 This increase reflects the cost of insurance for the City Council as described in the Budget Summary section of the Budget Book. Restore 6 Months Vacancy Savings 35,759 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. Living Wage Adjustment 910 The Citizens’ Compensation Advisory Committee (CCAC) reviewed new living wage estimates released through the Massachusetts Institute of Technology’s living wage calculator that increased the 2020 living wage to $15.11 per hour. The Mayor has proposed moving to the new living wage rate over a period of two years. This funding represents the Council Office portion of that change. Salary Proposal 31,264 This increase reflects the City Council Office portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 OFFICE OF THE CITY COUNCIL E-3 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 OFFICE OF THE CITY COUNCIL E-4 OFFICE OF THE MAYOR Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 OFFICE OF MAYOR E-5 Office of the Mayor Erin Mendenhall, Mayor of Salt Lake City FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 3,264,371 3,150,762 4,006,865 O & M 170,997 87,585 84,703 Charges & Services 432,984 644,218 669,712 Capital Expenditures 6,870 500 500 Total Office of the Mayor 3,875,222 3,883,065 4,761,780 DIVISION BUDGETS Community Affairs 35,023 76,025 734,111 Legislative Non-Departmental 3,840,200 3,807,040 4,027,669 30.00 Total Office of the Mayor 3,875,222 3,883,065 4,761,780 FUNDING SOURCES General Fund 3,875,222 3,883,065 4,761,780 30.00 Total Office of the Mayor 3,875,222 3,883,065 4,761,780 FTE by Fiscal Year 24.00 25.00 30.00 FY 2022 Department Budget Personal Services 84.1% O & M 1.8% Charges & Serv… 14.1% Capital Expenditures 0.0% MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 OFFICE OF MAYOR E-6 Office of the Mayor Changes discussed below represent adjustments to the FY 2020-21 adopted budget. Personal Services Base to Base Changes 283,148 Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 8,744 This increase reflects the cost of insurance for the City Council as described in the Budget Summary section of the Budget Book. Restore 6 Months Vacancy Savings 166,145 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated, and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. Living Wage Adjustment 3,795 The Citizens’ Compensation Advisory Committee (CCAC) reviewed new living wage estimates released through the Massachusetts Institute of Technology’s living wage calculator that increased the 2020 living wage to $15.11 per hour. The Mayor has proposed moving to the new living wage rate over a period of two years. This funding represents the Mayor's Office portion of that change. Salary Proposal 30,241 This increase reflects the Mayor's Office portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. Policy Issues Reclassify Census Coordinator to Citywide Volunteer Coordinator 0 The Mayor is proposing to shift funding for the new Citywide Volunteer Coordinator, formerly the Census Coordinator, out of Funding Our Future funding. Transfer ADA & Equity Coordinator Position from CAN 288,576 In the FY20 budget two positions were added to Community and Neighborhoods to address equity issues. Those positions are proposed to be transferred into the Mayor's Office to support the Chief Equity Officer and provide staff to meet equity initiatives. Transfer Consumer Protection Analyst Position from Finance 83,216 In BA#5 funding was increased in the Finance department to bring the Consumer Protection Analyst position to full-time. This position is proposed to be transferred into the Mayor's Office to support the Chief Equity Officer and provide staff to meet equity initiatives. REP Commission Senior Staff Position (Funding is in Non-Departmental)0 The REP Commission Senior Staff position will provide assistance to the Racial Equity in Policing Commission. The position will help facilitate the goals of the commission. The position will be housed in the Mayor's Office, but finding will be in Non-Departmental. Sponsorship Awards 5,000 Funding is proposed to cover sponsorships for non-profits at small events, such as sponsorship tables. Cultural Ambassador Pilot Program 9,850 The Community Ambassadors program will increase access to city government for diverse communities. Young adults will serve as ambassadors and help develop points of access to local government for community members who may not currently have the knowledge, language skills, or cultural confidence to navigate city systems. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 OFFICE OF MAYOR E-7 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 OFFICE OF MAYOR E-8 911 COMMUNICATIONS BUREAU Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 911 COMMUNICATION BUREAU E-9 911 Dispatch Bureau Department Vision Statement We will strive to form a partnership with our officers and firefighters to create a safe and healthy community where our citizens can work and live. Department Mission Statement Salt Lake City 911 will maintain a high state of readiness to provide a caring and committed link between our officers, firefighters, and citizens of Salt Lake City. Department Overview The 911 Communications Bureau provides dispatch services for Salt Lake City and Sandy City residents. They process all emergent and non-emergent calls in both municipalities. The dispatchers work cooperatively with the Fire Departments and Police Departments that they serve and Sandy Animal Services to address the needs of the public. The 911 Bureau is managed by an at-will director that reports to the Office of the Mayor. The total FTEs for the 911 Communications Bureau stands at 108.0 The majority of these FTEs answer calls 24 hours a day, 365 days a year, and answered over 780,000 calls last year. These specialized dispatchers require rigorous training each year and are held to high standards of quality response. 911 Communications Bureau Performance Measures Performance Measures 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Answer phones within 15 seconds at least 95.24% of thetime 94.05%97.79%98.03%95.24%95.24% Answer phones within 40 seconds at least 98.47% of thetime 97.60%99.26%99.33%98.47%98.47% *911 Comm gathers performance measurement information on a calendar year basis. Actuals for FY 19 are forthcoming. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 911 COMMUNICATION BUREAU E-10 Salt Lake City 911 Communications Bureau Elyse Haggerty, Acting Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 7,548,229 7,297,731 7,926,661 O & M 59,011 42,400 42,400 Charges & Services 245,819 860,440 859,444 Capital Expenditures 102,640 60,000 60,000 Total 911 Communications Bureau 7,955,699 8,260,571 8,888,505 DIVISION BUDGETS City Administration 7,955,699 8,260,571 8,888,505 108.00 Total 911 Communications Bureau 7,955,699 8,260,571 8,888,505 FUNDING SOURCES General Fund 7,955,699 8,260,571 8,888,505 108.00 Total 911 Communications Bureau 7,955,699 8,260,571 8,888,505 FTE by Fiscal Year 100.00 100.00 108.00 FY 2022 Department Budget Personal Services 7,926,661 O & M 42,400 Charges & Services 859,444 Capital Expenditures 60,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 911 COMMUNICATION BUREAU E-11 911 Communications Bureau Changes discussed below represent adjustments to the FY 2020-21 adopted budget. Personal Services Base to Base Changes 104,461 Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 37,768 This increase reflects a change in insurance costs for the 911 Communication Bureau as described in the Budget Summary section of the Budget Book. Merit Changes 98,566 The 911 Communication Bureau FY2022 scheduled increases for all represented employees covered under an MOU. Employees included are AFSCME 100, 200 & 330 series employees; Fire 400 & 901 series employees; and Police 500 series employees. Restore 6 Months Vacancy Savings 171,250 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. Salary Proposal 62,439 This increase reflects the 911 Communication Bureaus portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. Policy Issues Sales Tax Option: 32 Hour Work Week Pilot Program (6 Months)153,450 All Public Safety Dispatchers schedules will change and they will only be required to work 32-hours a week while earning the same annual salary. In addition, all leave time (Vacation, PL, Holidays) will be cut in half. Even with those time off reductions, the employees will still net an additional 52 days off per year. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 911 COMMUNICATION BUREAU E-12 DEPARTMENT OF AIRPORTS Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF AIRPORTS E-13 Department of Airports Airport Overview The Salt Lake City Department of Airports manages Salt Lake City International Airport (SLCIA), Tooele Valley Airport, and South Valley Regional Airport (SRVA). Salt Lake City International Airport serves a multi-state region and consists of three air carrier runways and a general aviation runway and is classified as a large hub airport. The Airport served 20 million passengers in FY2020 which is down approximately 23% due to sudden drop in passenger traffic due to Covid-19. In September of 2020, the Airport opened portions of phase one of the new airport, which included a new new terminal, the gateway center, concourse A west and a new parking garage. A portion of concourse B west was opened in October of 2020. By the end of April of 2021, the old Airport facilities were completely demolished to make way for phase two of the new airport. Phase two of the new airport is scheduled to bring on new gates to concourse A east as soon as the Spring of 2023, and will be completed once concourse B east is finished in the fall of 2025. Tooele Valley Airport is a general aviation reliever airport to SLCIA. It has one runway and support services are on-demand only. South Valley Regional Airport is also a general aviation reliever airport. It also has one runway and is a base for a Utah National Guard military helicopter unit. The Department of Airports is an Enterprise Fund. It is not supported by property taxes, General Funds of local governments or special district taxes. Capital funding requirements for FY2022 are met from earnings, passenger facility charges, customer facility charges, general airport revenue bonds (GARBs), Federal Aviation Administration grants under the Airport Improvement Program, and State grants. Mission and Vision Statement The mission of the Salt Lake City Department of Airports is to develop and manage a system of airports, owned by Salt Lake City, which provides quality transportation facilities and services to optimize convenience, safety, and efficiency for aviation customers. The vision is to achieve excellence and unprecedented customer service in making Salt Lake City among the most convenient and efficient air transportation centers in the world. Department Performance Measurements Measure 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Pass the Transportation Security Administration's annual security inspection, TSR 1542 Security Regulations Passed Passed Passed Pass Pass Pass the annual certification by the FAA per Regulation 139 Passed Passed Passed Pass Pass Maintain airfield runway operating capacity rate of not less than 95%>95%>95%>95%>95%>95% The Airport Enterprise Fund will maintain adequate cash reserves of 25% of their operating expenditures >25%>25%>25%>25%>25% Target cost per enplaned passenger of not greater than $7.00 $3.83 $3.90 5.41 $11.07*$11.56* *Reflects impacts of COVID-19 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF AIRPORTS E-14 Salt Lake City Department of Airports William W. Wyatt, Department Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 49,378,080 50,326,582 55,030,100 O & M 12,375,788 15,828,800 14,898,000 Charges & Services 59,063,711 78,786,200 93,673,000 Interest & Bond Expenses 85,497,741 133,500,000 145,744,600 Capital Expenditures 758,406,547 23,720,018 397,296,800 Transfers Out — 150,000 150,000 Total Department of Airports 964,721,866 302,311,600 706,792,500 DIVISION BUDGETS Office of the Director 1,496,570 1,474,149 1,957,882 6.00 Finance & Accounting 847,528,604 179,438,443 546,122,886 16.50 Operation 28,553,223 35,324,474 48,453,663 196.80 Commercial Services 3,508,802 5,920,613 7,749,320 16.00 Maintenance 62,148,110 62,650,446 73,664,874 294.50 Planning and Environmental 1,424,392 1,673,617 1,926,509 9.00 Engineering 3,099,929 3,781,775 3,850,577 31.00 Information Technology 7,629,328 10,353,415 12,844,706 37.00 Public Relations and Marketing 970,002 1,667,467 1,673,083 4.00 Airport Police 8,362,907 27,201 8,549,000 Total Department of Airports 964,721,866 302,311,600 706,792,500 FUNDING SOURCES Airport Fund 227,348,218 280,636,600 315,634,500 610.80 Airport Terminal Redevelopment 737,373,648 21,675,000 391,158,000 Total Department of Airports 964,721,866 302,311,600 706,792,500 FTE by Fiscal Year 563.80 610.80 610.80 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF AIRPORTS E-15 FY 2022 Department Budget Personal Services 55,030,100 O & M 14,898,000 Charges & Services 93,673,000 Interest & Bond Expenses 145,744,600 Capital Expenditures 397,296,800 Transfers Out 150,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF AIRPORTS E-16 OFFICE OF THE CITY ATTORNEY Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 OFFICE OF THE CITY ATTORNEY E-17 Office of the Salt Lake City Attorney Department Vision Statement  Our goal is to be valued and trusted partners, recognized and relied upon for our expertise, creativity, and commitment to advancing the City’s goals.   Department Mission Statement The City Attorney’s Office’s mission is to provide high-quality, timely legal advice to the City and be relied upon as a trusted, productive, and positive City team member.   Department Overview   The Office of the Salt Lake City Attorney includes a section responsible for civil matters and administration, a section responsible for risk management, and a section responsible for prosecutions or criminal matters and the Office of the City Recorder.    The Office of the Salt Lake City Attorney strives to supervise and coordinate efforts of its four Divisions. From an administrative perspective, the Office closely coordinates with Risk Management on litigation matters and claims submitted against the City. The City Attorney also works with the Prosecutor’s Office on budgetary and administrative matters and works with the Recorder’s Office to serve the City’s goals of transparency and compliance with the law.    Department Performance Measurements  Measure 2018 Actual 2019 Actual 2020 Actuals 2021 Projected Maintain an hourly rate for services provided by the City Attorney's Office (CAO) to less than 50% of the average rates the City pays for outside counsel 40%50%50%50% Maintain the number of open litigation holds to less than a 10% increase from year to year 7% Decrease 3% Decrease 1% increase Maintain the number of open litigation cases to less than a 10% increase from year to year 11% Increase 11% Decrease 1% increase Maintain a disposition rate of 85% or higher.90%90%80%85% Have City Council Minutes approved and available to the public within 30 days at least 95% of the time.90%95%70%95% Number of GRAMA requests received by the City annually 10,393 14,899 14,929 15,500 Annual percentage increase in GRAMA requests (27)%36%.2% Process, activate, and digitize all contracts entered into on behalf of Salt Lake City within three working days 100% of the time 100%100%90%100% Number of workers’ compensation claims filed, based on date of injury 279 275 571 570 Number of property damage claims filed, based on date of loss.215 241 172 209 Number of bodily injury claims filed, based on date of loss 41 30 31 34 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 OFFICE OF THE CITY ATTORNEY E-18 Salt Lake City Attorney's Office Katherine Lewis, City Attorney FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 6,855,512 7,222,400 8,360,964 O & M 57,925 84,758 98,845 Charges & Services 5,162,826 6,476,269 6,689,672 Capital Expenditures 2,482 30,840 30,840 Total Attorney's Office 12,078,746 13,814,267 15,180,321 DIVISION BUDGETS City Attorney's Office (Civil Division) 3,993,987 5,739,430 6,390,080 14.00 City Recorder 714,112 757,487 831,105 7.75 Risk Management 4,040,775 3,835,426 4,113,406 2.50 Prosecutor's Office 3,329,872 3,481,924 3,845,730 35.50 Total Attorney's Office 12,078,746 13,814,267 15,180,321 FUNDING SOURCES General Fund 6,806,712 7,123,638 8,133,002 57.25 Governmental Immunity Fund 1,898,782 2,855,203 2,933,913 9.00 Risk Fund 3,373,252 3,835,426 4,113,406 2.50 Total Attorney's Office 12,078,746 13,814,267 15,180,321 FTE by Fiscal Year 60.75 60.75 68.75 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 OFFICE OF THE CITY ATTORNEY E-19 FY 2022 Department Budget Personal Services, 8,360,964 O & M, 98,845.44 Charges and Services, 6,689,671.… Capital Expenditures, 30,840 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 OFFICE OF THE CITY ATTORNEY E-20 Office of the Salt Lake City Attorney Changes discussed below represent adjustments to the FY 2020-21 adopted General Fund budget. Personal Services Base to Base Changes 66,603 Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 19,984 This increase reflects a change in the cost of insurance for the Attorneys’ Office as described in the Budget Summary section of the Budget Book. Restore 6 Months Vacancy Savings 31,843 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. Salary Proposal 55,480 This increase reflects the Attorney's Office portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. BA #5: Senior City Attorney 173,978 The budget includes continuing funding for a new Senior City Attorney position to address increased workload the attorney's office has seen over the past few years. This position will deal with litigation and help with police matters, giving the current employee relief as he manages both the Deputy City Attorney and Chief Counsel to Police Department positions. BA #5: Senior City Attorney 173,978 During budget amendment #5 the Attorney's Office received funding for an additional Senior City Attorney to meet increased demands. The budget includes ongoing funding for this position. BA #5: Legal Secretary 87,748 During budget amendment #5 the Attorney's Office received funding for an additional Legal Secretary to assist the attorneys with their increased demands. The budget includes ongoing funding for this position. BA #5: Assistant City Recorder 97,612 During budget amendment #5 the Attorney's Office received funding for an additional Assistant City Recorder due to the increased demands of running the office in a virtual world. The budget includes ongoing funding for this position. Policy Issues Social Media Retention 15,588 The retention of social media accounts is currently completed through the software service Archive Social. Due to the urgency of addressing the retention of social media posts/comments, the cost of this software has been paid with vacancy savings. There is a plan to complete an RFP process to procure an equitable solution for the City's social media retention needs. Office Victim Advocate - Grant Funding Match 18,500 The City has applied for funding for a Victim Advocate through a grant, the budget provides funding for the required match the grant. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 OFFICE OF THE CITY ATTORNEY E-21 Three Assistant City Prosecutors (10 Months) 268,050 The budget proposes funding an additional three Assistant City Prosecutor positions. These additional positions will help maintain current service levels for the Salt Lake City Community. Additional defense attorneys were funded by the Indigent Defense Commission, which allows one defense attorney to be assigned in the Salt Lake City Justice Court arraignment courtroom. The additional defense presence has changed the dynamic in the courtroom to the extent that additional prosecutors will help facilitate the due process benefit sought from the placement of defense attorneys to talk to defendants at first appearance. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 OFFICE OF THE CITY ATTORNEY E-22 DEPARTMENT OF COMMUNITY & NEIGHBORHOODS Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 DEPARTMENT OF COMMUNITY & NEIGHBORHOODS E-23 Department of Community & Neighborhoods DEPARTMENT OVERVIEW 1 CAN Administration 2 Building Services 3 Housing and Neighborhood Development 4 Planning 5 Transportation 6 Youth and Family Mission Statement The Community and Neighborhood Department of Salt Lake City provides leadership, policies, and programming that promotes a culturally vibrant, diverse, economically vital community through livable growth and development practices, and strong community partnerships. 1.DRIVE INNOVATION: We generate and implement innovative ideas to make Salt Lake City “A Great American City” known for responsible growth, sustainability, and livability. 2.COMMUNICATE: We continuously develop and share information with employees, stakeholders, partners, and City leaders to foster input and empower decision-making. 3.SUPPORT OUR LEADERSHIP: We will support the Mayor and City Council by providing them recommendations and input based on best professional practices on how to accomplish their objectives. 4.OPERATE RESPONSIBLY: We responsively and proactively manage the on-going functions and resources of our Department while encouraging, driving, and leading appropriate change and growth. Department Performance Measurements Measure 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Building Services Number of building safety and code compliance inspections completed 43,443 50,068 50077 50,000 50,000 Transportation Number of Annual Service Requests (stop signs, speeding, signal timing, parking, etc.) 817 723 724 650 700 Planning Number of Planning Applications received annually 1,062 1,122 1097 1,050 950 HAND Residents Assisted - Federal Direct 5,005 7,330 4733 23450 23450 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 DEPARTMENT OF COMMUNITY & NEIGHBORHOODS E-24 Salt Lake City Department of Community & Neighborhoods Blake Thomas, Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 20,183,002 20,951,254 18,737,743 O & M 485,220 291,464 (336,596) Charges & Services 3,073,148 10,647,797 5,438,755 Capital Expenditures 1,790 — 182,357 Transfers Out — — 4,900,000 Total Community and Neighborhoods 23,743,160 31,890,515 28,922,259 DIVISION BUDGETS Building Services 6,916,166 6,829,984 6,394,224 59.00 Office of the Director 1,826,173 2,082,132 1,858,219 12.00 Engineering 5,026,456 5,049,187 — — Housing & Neighborhood Development 3,802,582 4,344,767 6,267,401 22.00 Planning 3,209,657 3,321,084 4,196,225 37.00 Transportation 2,962,125 10,263,361 8,034,077 26.00 Total Community and Neighborhoods 23,743,160 31,890,515 28,922,259 FUNDING SOURCES General Fund 23,469,246 24,318,570 23,615,117 172.00 Transportation Fund 273,914 7,571,945 5,307,142 3.00 Total Community and Neighborhoods 23,743,160 31,890,515 28,922,259 FTE by Fiscal Year 207.00 207.00 175.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 DEPARTMENT OF COMMUNITY & NEIGHBORHOODS E-25 FY 2022 Department Budget Personal Services 18,737,743 Charges & Services 5,438,755 Capital Expenditures 182,357 Transfers Out 4,900,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 DEPARTMENT OF COMMUNITY & NEIGHBORHOODS E-26 Department of Community and Neighborhoods Changes discussed below represent adjustments to the FY 2020-21 adopted budget. Personal Services Base to Base Changes -101,089 Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 77,552 This increase reflects a change in the cost of insurance for the Department of Community and Neighborhoods as described in the Budget Summary section of the Budget Book. Merit Changes 58,448 The Department of Community and Neighborhoods FY2022 scheduled increases for all represented employees covered under an MOU. Employees included are AFSCME 100, 200 & 330 series employees; Fire 400 & 901 series employees; and Police 500 series employees. Restore 6 Months Vacancy Savings 658,084 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. CCAC Adjustments (10 Months)107,553 This budget includes market adjustments for positions determined to be severely lagging behind market as determined by the Citizen’s Compensation Advisory Committee (CCAC). Salary Proposal 179,963 This increase reflects the Department of Community and Neighborhoods portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. BA #6: Civic Engagement and Innovations Team Transfers to IMS -414,220 A number of positions and resources were moved from the Mayor's Office, Public Services, IMS and Community and Neighborhoods in Budget Amendment #6 of FY 2021. The Administration was looking to take transformational steps with regards to enterprise technologies and improved business practices. It was determined that an Innovations Team was required. This team will take on larger enterprise projects like the new Enterprise Resource Planning (ERP) effort. This reduction represents the reduction of costs associated with the positions and resources moved from Community and Neighborhoods. BA #7: GIS Position Transfers to IMS -215,104 Two GIS positions were transferred from Community and Neighborhoods to IMS in Budget Amendment #7 of FY 2021. The move was done because the two positions work directly in the GIS function for the City which resides in IMS. Policy Issues Transfer ADA & Equity Coordinator Positions to Mayor's Office -288,576 The budget recommends moving the ADA and Equity Coordinator positions to the Mayor's Office. Transfer Youth and Family Division to Community and Neighborhoods Department 2,063,498 Public Services Department transfer of personnel and operational costs of Youth and Family Services to Community and Neighborhoods Department. Transfer Engineering Division to Public Services Department -5,043,312 Community and Neighborhoods Department transfer of personnel and operational costs of the Engineering Division to Public Services. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 DEPARTMENT OF COMMUNITY & NEIGHBORHOODS E-27 CAN Deputy Director of Community Services (10 Months)158,750 The budget recommends funding for a CAN Deputy Director of Community Services. This deputy will oversee Housing and Neighborhood Development (HAND) and Youth and Family in close coordination with the Deputy Director of Development Services. The Deputy will implement cross-departmental working groups that are focused on the well being and upward mobility of all City residents. The Deputy will also work closely with community partners to ensure the preservation of naturally occurring affordable housing in addition to implementing a resident displacement and mitigation plan. Homeless Services Cut - CCC/Green Team Reduction (6 Months)-115,000 Advantage Services and Wasatch Community Gardens Green Team farm area will time out in the near future. Based on the limited number of successful graduates of the program and feedback from Advantage Services on overhead and program implementation challenges, eliminating the program after December of 2021 is recommended. Sales Tax Option: Build a More Equitable City (From Non-Departmental)388,000 Funding is being recommended for the Build a More Equitable City program funded through Funding Our Future dollars. It is recommended that this be moved from the Non-Departmental budget to Community and Neighborhoods. Sales Tax Option: Expanded Housing Opportunity Program - Landlord Insurance (From Non-Departmental 53,000 The budget includes a recommendation of funding for the Expanded Housing Opportunity program - Landlord Insurance. This program will be funded with Funding Our Future dollars. It is recommended that this be moved from the Non-Departmental budget to Community and Neighborhoods. Sales Tax Option: Incentivize Rent Assistance (From Non-Departmental)671,620 The budget includes funding for the Incentivized Rent Assistance program funded through Funding Our Future dollars. It is recommended that this be moved from the Non-Departmental budget to Community and Neighborhoods. Sales Tax Option: Mortgage Assistance (From Non-Departmental)50,000 The budget includes funding for the Mortgage Assistance program funded through Funding Our Future dollars. It is recommended that this be moved from the Non-Departmental budget to Community and Neighborhoods. Sales Tax Option: Housing Plan - Marketing Home Ownership Programs (Move to CAN-HAND) 300,000 Funding is being recommended for the Marketing Home Ownership programs funded through Funding Our Future dollars. It is recommended that this be moved from the Non-Departmental budget to Community and Neighborhoods. Sales Tax Option: Housing Plan - Service Models for Most Vulnerable (Move to CAN-HAND)525,380 The budget includes a recommendation of funding for the Housing Plan - Service for Most Vulnerable program that is funded with Funding Our Future dollars. It is recommended that this be moved from the Non-Departmental budget to Community and Neighborhoods. Sales Tax Option: Shared Housing 62,000 Funding is being recommended for the Shared Housing programs funded through Funding Our Future dollars. It is recommended that this be moved from the Non-Departmental budget to Community and Neighborhoods. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2020-21 DEPARTMENT OF COMMUNITY & NEIGHBORHOODS E-28 DEPARTMENT OF ECONOMIC DEVELOPMENT Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF ECONOMIC DEVELOPMENT E-29 Department of Economic Development Department Vision Statement Salt Lake City, the capital city of Utah, seeks to serve as a regional leader for commerce, culture and recreation, research and innovation, sustainability, and inclusiveness. Department Mission Statement The Department of Economic Development’s (Department) mission is to build Salt Lake City as a vibrant, beautiful, prosperous, diverse, and authentic place. We do this as a professional organization through partnerships, business development, arts and culture, place-making, revitalization, and redevelopment, while promoting the City’s many attributes. Department Overview The Salt Lake City Department of Economic Development is working hard to make Salt Lake City a better place to not only build a business, but also build a life. Along with overseeing Economic Development initiatives, the Department focuses on Business Development and growing the arts through the Salt Lake City Arts Council (Arts Council). These teams have aligned resources and streamlined processes to grow and nurture a city that fosters gainful job creation, thriving business districts and neighborhoods, and a diverse arts and culture scene. The Department of Economic Development has established a building services liaison for businesses/ developers to provide guidance on design review and submittal processes throughout the city. The Department has grown partnerships with key players in the Utah Economic Development ecosystem. Notably, the Economic Development Corporation of Utah (EDCUtah), Governor's Office of Economic Development (GOED), Visit Salt Lake and Salt Lake County. Also, the Department has developed local partnerships with entities that include, Salt Lake City Arts Foundation, the Downtown Alliance, Suazo Business Center, the Salt Lake Chamber and the Diverse Chambers of Commerce in the Salt Lake City Area. *Department Performance Measurements Business Development Performance Measure 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Site Visits to Prospective & Local Businesses 242 317 189 >225 >225 New Leads Generated 331 322 211 >300 >300 New Opportunities Created from Leads 128 159 147 >110 >110 WINs (Written Impact Narrative) co-published investment successes with companies 17 13 11 >15 >15 *Note: It is important to recognize that during the COVID-19 Pandemic, it has been difficult to perform some of the activities that are part of the work of the Economic Development Team. The Department created several programs related to the pandemic and these programs impacted our regular metrics. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF ECONOMIC DEVELOPMENT E-30 Arts Council Mission Statement The mission of the Salt Lake City Arts Council is to promote, present, and support artists and arts organizations in order to facilitate the development of the arts and expand awareness, access, and engagement. FY20-21 HIGHLIGHTS •The Arts Council launched two new grant opportunities this year. ◦Artist Career Empowerment grants awarded 38 artists support to help stimulate, advance, and empower their creative interests and commercial enterprises. Grant awards ranged from $500 to $2,000 and a total of $41,050 in awards was approved by the Arts Council Board. ◦The Racial Equity and Inclusion grants was designed to cultivate greater and more consistent efforts and outputs related to racial equity, justice, inclusion, and liberation for nonprofits in our arts and culture sector. Five organizations were funded with awards ranging from $1,000 to $3,500 and $10,000 in total awards was approved by the Arts Council Board. •The City Council approved the 1.5% for art ordinance revision for CIP public art funds. With this change, Salt Lake City has become leaders in the state as the only city in Utah to support public art at this level. This percent for art increase comes on the heels of the RDA also approving their 1.5% Art Policy for RDA related projects. •With the cancellation of the in-person 2020 Twilight Concert Series, the Arts Council launched the Light Up Locals Musician Fund and digital benefit concert. This fund awarded $500 is support to fifty-six Salt Lake City based working musicians. •The Arts Council participated in the Open Streets program and scheduled artists who have previously participated in the Living Traditions Festival, Brown Bag Concert Series, and Twilight Concert Series. •As the Cultural Core Contract Manager, the Arts Council met monthly with the Cultural Core Budget Committee who approved new bylaws as well as cohesive plans for artist selection processes and an inclusion draft plan. Salt Lake County also approved that they had restored full annual funding for 2021 after a temporary pause due to financial concerns related to COVID-19. •During this fiscal year, the Arts Council launched the Living Legacy program. This video series engages diverse Living Traditions community in showcasing a collaborative narrative on how these various communities keep their traditions and legacies alive today. A total of 11 videos have been created so far with several more in the works to be published over the next few months. •Over the last year the Arts Council has worked hard to increase diversity & equity of Boards & Staff. The Arts Council Oversees 3 boards all of which have 40-50% composition of BIPOC and multi-racial identities, as well as other underrepresented groups such as the LGBTQ, veteran, and differently abled community. The Arts Council Staff identifies as 40% multi-racial/BIPOC •During the last year of adapting due to COVID-19 precautionary measures, the Finch Lane Gallery was able to implement several new gallery offerings which we plan to continue including virtual- walk through of galleries, and online artwork sales. Additionally, at the Art Barn we hosted a participatory work in partnership with Sugarspace that was an outdoor interactive pop-up monument reflecting on anti-racism. Arts Council Performance Measure 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Attendees 82,029 49,444 35,771.00 35,000 40,000.00 Artists Served 1,446 1,839 843 1,500 1,500 Total Grants Awarded 94 109 116 110 150 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF ECONOMIC DEVELOPMENT E-31 Department of Economic Development Ben Kolendar, Department Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 1,614,341 1,935,663 2,059,032 O & M 28,938 64,800 43,800 Charges & Services 338,607 388,099 412,083 Capital Expenditures 4,165 — — Total Economic Development 1,986,051 2,388,562 2,514,915 DIVISION BUDGETS Economic Development 1,221,364 1,543,203 1,638,170 12.00 Arts Council 564,440 595,359 626,745 6.00 Cultural Core 200,247 250,000 250,000 Total Economic Development 1,986,051 2,388,562 2,514,915 FUNDING SOURCES General Fund 1,986,051 2,388,562 2,514,915 18.00 Total Economic Development 1,986,051 2,388,562 2,514,915 FTE by Fiscal Year 16.00 18.00 18.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF ECONOMIC DEVELOPMENT E-32 FY 2022 Department Budget Personal Services 2,059,032O & M 43,799.88 Charges and Services 412,082.8 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF ECONOMIC DEVELOPMENT E-33 Department of Economic Development Changes discussed below represent adjustments to the FY 2020-21 adopted budget. Personal Services Base to Base Changes (8,383) Base to base changes compares personal services costs adopted as part of the FY 2019-20 budget to actual personal services costs paid during the first pay period of the calendar year 2020. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 6,812 This increase reflects a change in the cost of insurance for the Department of Economic Development as described in the Budget Summary section of the Budget Book. Merit Changes 5,792 The Department of Economic Development FY2022 scheduled increases for all represented employees covered under an MOU. Employees included are AFSCME 100, 200 & 330 series employees; Fire 400 & 901 series employees; and Police 500 series employees. Salary Proposal 17,498 This increase reflects the Department of Economic Development's portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. Restore 6 Months Vacancy Savings 104,634 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. Policy Issues MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF ECONOMIC DEVELOPMENT E-34 DEPARTMENT OF FINANCE Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF FINANCE E-35 Finance Department Department Vision Statement As stewards of public resources, we continually strive to excel in providing accurate, clear, relevant, complete and timely information through the development and implementation of innovative programs and processes. Department Mission Statement In the spirit of service and dedication, the Finance Department develops efficient and sustainable solutions to manage and safeguard Salt Lake City’s financial resources. Department Overview The Finance Department consists of six divisions: the Treasurer’s Office, Purchasing and Contracts, Accounting and Financial Reporting, Internal Audit and Financial Analysis, Revenues and Collections, and Policy and Budget. Grants Acquisition and Management is also housed within the department. Each division is vital to Salt Lake City’s financial health and functionality. •Accounting and Financial Reporting is responsible overall for payroll, payments and financial reporting required by state law. •Policy and Budget primarily focuses on ushering anything budget-related within the City’s financial functions through all the required steps in the budgeting and budget amendment process. •Purchasing and Contracts Management staff are responsible for researching, developing, procuring, and contracting for operational supplies and services required for each City department to function within its defined scope. •Internal Audit and Financial Analysis functions entail auditing internal processes, investigating fraud, waste and abuse, performing cost analysis and data analysis. •Revenue and Collections functions entail helping all departments collect on all past-due revenues and ensure that revenues are coming into the City in a timely manner. •The Treasurer’s Office has the primary responsibility of ensuring the City’s fiduciary responsibilities relating to the collection, management, and disbursement of public funds are handled responsibly. Department Performance Measurements Measure 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Maintain a General Fund Balance between 15% and 18%12.19%14.60%21.36%>15%>15% Maintain the City’s prestigious AAA rating AAA AAA AAA AAA AAA MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF FINANCE E-36 Salt Lake City Department of Finance Mary Beth Thompson, Chief Financial Officer FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 6,895,704 7,314,031 7,522,703 O & M 231,786 688,674 689,174 Charges & Services 1,367,941 1,839,210 4,485,379 Capital Expenditures 591 48,000 1,153,000 Total Department of Finance 8,496,022 9,889,915 13,850,256 DIVISION BUDGETS Accounting & Financial Reporting 2,076,438 2,300,087 2,517,068 18.00 Policy & Budget 625,223 472,416 559,958 3.00 Purchasing & Contracts 921,027 1,010,666 1,011,626 10.00 Revenue & Collections 1,856,122 1,989,817 2,004,412 26.00 Internal Audit & Financial Analysis 833,896 924,172 936,046 6.00 Treasurer's Office 1,588,911 1,726,077 1,734,209 9.00 OneSolution Maintenance 594,405 1,466,680 5,086,937 Total Department of Finance 8,496,022 9,889,915 13,850,256 FUNDING SOURCES General Fund 7,866,055 8,387,673 8,727,757 71.70 IMS Fund 594,405 1,466,680 5,086,937 Risk Fund 35,562 35,562 35,562 0.30 Total Department of Finance 8,496,022 9,889,915 13,850,256 FTE by Fiscal Year 70.00 70.00 72.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF FINANCE E-37 FY 2022 Department Budget Personal Services 7,314,031 O & M 688,674 Charges and Services 1,839,210 Capital Expenditures 48,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF FINANCE E-38 Department of Finance Changes discussed below represent adjustments to the FY 2020-21 adopted budget. Personal Services Base to Base Changes (29,493) Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 29,916 This reflects an increase in the cost of insurance for the Finance Department as described in the Budget Summary section of the Budget Book. Restore 6 Months Vacancy Savings 62,676 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated, and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. Merit Changes 17,138 The Finance Department's FY2022 scheduled increases for all represented employees covered under an MOU. Employees included are AFSCME 100, 200 & 330 series employees; Fire 400 & 901 series employees; and Police 500 series employees. Salary Proposal 64,316 This increase reflects the Department of Finance's portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. BA #5: New Consumer Protection Analyst 45,644 The budget recommends continued funding of the Consumer Protection Analyst position added in BA #5 of FY 2021. This position will assist with areas such as landlord/tenant complaints, pest control, landlord references, retaliation, and timely repairs. Policy Issues Transfer Consumer Protection Analyst Position to Mayor's Office (83,216) With the newly created equity area in the Mayor's Office, the Finance Department feels moving the Consumer Protection Program and FTE to the equity area within the Mayor's Office will create a solid resource for the equity unit and the Consumer Protection Program . This program can still carry out the vision that was introduced in the Finance Department but it would be more collaborative under the Mayor's Office.Finance Department Deputy Director (10 Months) 143,603 The Mayor is recommending the addition of a Deputy Director position for the Finance Department. This position will assist with several of the department's managerial needs, including implementing the new Enterprise Resource Planning (ERP) system that is currently in process. Business Analyst 89,500 With the increasing number and complexity of the software packages and business systems that the Finance Department uses and is implementing, there is an increasing need for additional Business System Analysts. Additional government regulations and requirements, as well as more sophisticated data needs, is creating a need for more expertise in the operating details while at the same time requiring a better understanding of how all the City information fits together - of how Finance systems and processes, and other City systems and processes, need to communicate and work together and how different data set can be combined to create meaningful information, a need that an additional Business System Analyst will help mitigate. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF FINANCE E-39 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF FINANCE E-40 FIRE DEPARTMENT Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FIRE DEPARTMENT E-41 Fire Department Department Vision Statement  The Salt Lake City Fire Department provides exceptional emergency services with progression and efficiency.  Department Mission Statement Prepare Effectively. Respond Professionally. Impact Positively.  Department Overview The Salt Lake City Fire Department specializes in urban structural firefighting, emergency medical services, and emergency management. The Department has 374 full-time equivalent positions, divided into two battalions, serving in 14 stations covering 97 square miles. All Firefighters hold a certification as Emergency Medical Technicians (Basic Life Support). The Department also has firefighters trained to specialty levels of Engineer, Hazmat, Airport Rescue Firefighter (ARFF), Swift Water Rescue (SWR) and, Heavy Rescue (HRT), improving customer service delivery.     The Fire Administration Division comprises the Logistics, Community Relations, Fire Prevention, Medical Services, and Technology Division. Logistics provides support for all fire apparatus the department uses and they maintain the fire facilities' and fire equipment. Fire Prevention reviews all buildings and proposed new construction. Medical Services overseas the Mobile Response Team, CPR training, and Continuing Medical Education for the department. Technology oversees all radio upkeep, station alerting, and computer programs related to the department.  Fire Operations consist of Station Operations, Airport Operations, and the Training Division.  Firefighters are trained and ready to respond, meeting our core mission of service to the public. The department maintains four firefighters per emergency unit to operate at the most effective & efficient level possible and to protect firefighters from dangers associated with fighting fires. Each fire unit assigned to the Operations Division is required to perform monthly business inspections.  Firefighters assigned to the Airport are the first responders to the airfield and trained to the specialty level of Airport Rescue Firefighter (ARFF). Department Performance Measurements Performance Measures 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Improved turnout times Ahead of Target Ahead of Target Ahead of Target Ahead of Target Ahead of Target Reduce Operational Injuries Ahead of Target Ahead of Target Ahead of Target Ahead of Target Ahead of Target Fire Prevention will complete 4,300 inspections per year 7,833 7,692 4,835 >4,300 >4,300 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FIRE DEPARTMENT E-42 Salt Lake City Fire Department Karl Lieb, Fire Chief FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 39,714,144 39,633,347 41,291,239 O & M 1,271,105 1,234,050 1,620,900 Charges & Services 1,301,188 1,711,923 2,517,061 Capital Expenditures 116,969 158,200 158,200 Total Fire Department 42,403,407 42,737,520 45,587,400 DIVISION BUDGETS Fire Administrative Services 6,709,576 6,610,353 6,849,396 62.00 Fire Communications Division 81,224 — — Fire Office of the Chief 2,025,205 2,399,143 4,168,893 9.00 Fire Operations 33,587,401 33,728,024 34,569,111 303.00 Total Fire Department 42,403,407 42,737,520 45,587,400 FUNDING SOURCES General Fund 42,403,407 42,737,520 45,587,400 374.00 Total Fire Department 42,403,407 42,737,520 45,587,400 FTE by Fiscal Year 366.00 366.00 374.00 FY 2022 Department Budget Personal Services: 41,291,239 O & M 1,620,900 Charges & Services 2,517,061 Capital Expenditures: 158,200 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FIRE DEPARTMENT E-43 Fire Department Changes discussed below represent changes to the FY 2020-21 adopted budget. Personal Services Base to Base Changes (306,333) Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 164,636 This reflects an increase in the cost of insurance for the Fire Department as described in the Budget Summary section of the Budget Book. Plan A Payout [One-Time] 161,243 Funding is budgeted meet contractual obligations from previous years for payment of leave amounts. Restore 6 Months Vacancy Savings 272,562 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated, and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. Merit Changes 346,049 The Fire Department's FY2022 scheduled increases for all represented employees covered under an MOU. Employees included are AFSCME 100, 200 & 330 series employees; Fire 400 & 901 series employees; and Police 500 series employees. Salary Proposal 340,686 This increase reflects the Fire Department's portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. BA #7: Transfer from PD - Emergency Management Division 767,289 In Budget Amendment #7 of FY2021, the Emergency Management Division was moved from the Police Department to the Fire Department. This funding increase is associated with that move in addition to an additional FTE for a Fire Captain. Policy Issues Airport Rescue Firefighting Expenses (ARFF) 352,300 This expense request includes the direct costs that are incurred on behalf of the Salt Lake City Department of Airports, such as ARFF personnel uniforms, physicals, PPE, Worker's Comp claims, and staffing backfill, as well as Station 11 & 12 Expenses. Fire Department Deployment Expense Reimbursement [One-Time] 515,000 During Fiscal Year 2021 the Fire Department deployed personnel an resources to support fires in the west. The Department received partial reimbursement for these expenses in fiscal year 2021, but anticipates receiving the remaining funds in fiscal year 2022. Emergency Management Phase 2 236,448 The budget recommends additional for the Emergency Management Division within SLCFD. The funding includes an additional Fire Captain, a new Accountant and other costs associated with providing enhanced services to the City. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 FIRE DEPARTMENT E-44 DEPARTMENT OF HUMAN RESOURCES Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF HUMAN RESOURCES E-45 Human Resources Department Vision Statement To help Salt Lake City thrive through sustainable and effective human resource business practices, policies and investment in the City’s greatest asset, her employees, to work collaboratively within departments and with city leaders. Department Mission Statement We deliver best-in-class service and programs, add strategic value to Salt Lake City Corporation, promote an engaged and dedicated workforce committed to the highest levels of public service. We are focused on attracting the best talent, promoting opportunities for growth and development, and providing fair and competitive compensation packages for all employees. Department Overview The Department of Human Resources is a team of 26 full-time employee and provides services for all City employees. · The Administrative Team establishes goals and manages the operations of the HR department. · Benefits ensures employees have comprehensive and competitive benefits packages including medical, dental, vision and life insurance programs, a large portfolio of voluntary benefits and an employee health clinic. · Compensation and Classification is responsible for ensuring that the city maintains a competitive and equitable position with respect to pay. This is achieved by conducting numerous salary surveys each year and recommending necessary market adjustments and general wage increases employees need to maintain a competitive pay position. · Employee Relations manages all disciplinary actions, and ADA compliance requests for city employees. Members of this team are the front-line HR representatives for departments across the city. This team also manages the City’s leave programs including FMLA, short-term and long-term disability benefits. · Workplace Equity investigates workplace violations of the Equal Employment Opportunity Act and City policy, ensuring that the City is a safe and enjoyable place for all to be employed. · Employees’ University manages a robust learning and development program including new employee orientation, supervisor boot camp, soft skill courses and access to thousands of online. · Human Resources Information Systems (HRIS) works closely with IMS to manage the maintenance and integration of HR’s various technology systems. · Recruiting and Onboarding is responsible for recruiting all positions city-wide with a focus on a diverse and well-qualified City workforce. Additionally, this team has developed a comprehensive on-boarding and off-boarding process. Funding for the department is provided by the general and risk funds. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF HUMAN RESOURCES E-46 Department Performance Measurements Performance Measures 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Improve employee knowledge and understanding of HR information through a minimum of 40 HR emails. NA ≥40 ≥40 ≥40 ≥40 Respond to all EEO complaints including conducting an investigation when appropriate in an average of 60 days or less.NA ≤60 61.7 ≤60 ≤60 Human Resource Consultants will attend a minimum of 30 departmental meetings each fiscal year. NA 30 30 30 30 Increase number of employees that have attended instructor-led training.NA 994 1016 1200 1200 Achieve a 2% increase in 457 enrollments.NA ≥2% Increase ≥2% Increase ≥2% Increase MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF HUMAN RESOURCES E-47 Salt Lake City Department of Human Resources Debra Alexander, Chief Human Resources Officer FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 2,975,583 2,872,558 3,664,201 O & M 32,030 65,714 67,714 Charges & Services 42,426,061 44,388,287 46,923,811 Total Human Resources 46,580,890 50,202,607 52,093,752.20 DIVISION BUDGETS Administration 851,121 774,250 969,385 17.05 Recruiting & Onboarding 498,078 414,757 723,927 5.00 Employees University 276,610 309,350 316,298 2.00 Civilian Review Board 162,525 164,460 166,296 1.00 HR Information Systems 103,791 99,724 105,124 1.00 Employee Relations 771,008 866,467 986,639 Risk & Insurance Admin 872,777 982,442 1,099,332 Total Human Resources 46,580,890 50,202,607 52,093,752.20 FUNDING SOURCES General Fund 2,663,132 2,629,008 3,267,669 26.05 Risk Management Fund 43,917,758 47,573,599 48,826,083 4.95 Total Human Resources 46,580,890 50,202,607 52,093,752.20 FTE by Fiscal Year 26.00 25.00 31.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF HUMAN RESOURCES E-48 FY 2022 Department Budget Personal Services: 3,664,201 O & M 67,714 Charges & Services: 46,923,811 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF HUMAN RESOURCES E-49 Department of Human Resources Changes discussed below represent adjustments to the FY 2020-21 adopted General Fund bud- get. Personal Services Base to Base Changes 33,586 Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 10,088 This reflects an increase in the cost of insurance for the Human Resources Department as described in the Budget Summary section of the Budget Book. Restore 6 Months Vacancy Savings 97,183 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. CCAC Adjustment (10 Months)3,502 This budget includes market adjustments for positions determined to be severely lagging behind market as determined by the Citizen’s Compensation Advisory Committee (CCAC). Salary Proposal 25,266 This increase reflects the Department of Human Resource's portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. BA #4: Deputy HR Director (.85)147,991 The HR Deputy Director position was restored in budget amendment #5 of FY 2021. Although the postion was eliminated in the FY 2021budget, it became clear thats staffing in Human Resources (HR) is significantly lower than professional staffing minimums. This position is needed to meet the existing operational requirements. The General Fund covers 85% of the position costs. Policy Issues Human Resources Information Systems Analyst - ERP 111,075 The budget includes funding for and HR Information Systems Analyst. This position will be devoted to the facilitation, coordination, implementation and migration of existing HRIS data into the City’s new Enterprise Resource Programs (ERP). Duties will include: acting as a strategic partner – internally and externally – to ensure ERP/HRIS functionality; troubleshooting systems and/or data maintenance errors and ensuring systems meet the City’s vision and operational need. HR Supervisor - Recruitment (10 Months)101,020 The Mayor is also recommending the addition of an HR Supervisor - Recruiting. This position will be a working, lead supervisor with front line responsibility for recruitment functions. These duties will include: assisting departments with the administration the recruitment function, developing, and implementing innovative and proactive approaches to diverse outreach, coordinating the flow of work, assigning tasks and ensuring timely, accurate process management. 2 Human Resources Technician Positions (10 Months)108,950 The budget also includes funding for two Senior HR Technicians. These positions will provide support for employee compliance, onboarding, records management and recruitment. Duties will include: administrative support to the Civilian Review Board; processing and monitoring employee appeal hearing requests; processing/troubleshooting/entering employee information (onboarding and change maintenance) in Human Resource Information Systems (HRIS) and assisting employees and the public with personnel information, files and employment status. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF HUMAN RESOURCES E-50 DEPARTMENT OF INFORMATION MANAGEMENT SERVICES Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPT OF INFORMATION MANAGEMENT SERVICES E-51 Information Management Services Department Vision Statement Modernize municipal government through sustainable technology solutions. Department Mission Statement Our mission is to provide reliable service, tools, and support of the city’s digital assets by utilizing industry standards to develop consistent, uniform, and accessible systems, at reasonable rates, empowering users with the solutions they need to accomplish their goals. Department Overview Salt Lake City’s Information Management Services department assists Salt Lake City employees in providing essential city services through technology. The department has five divisions: Administration Division The Chief Information Officer (CIO) is the Information Management Services department director and works with department/division heads across the City and partners to deliver technology solutions that modernize municipal government and connect the City to its constituents. The Administrative Services and Asset Management team oversees the business and supply chain activities within IMS. They manage the daily operations of accounts payable, budget, office management duties, procurement, receiving, management, and disposal of all I.T. hardware and software assets for the City. The Enterprise Project Management team coordinates with City departments to help them navigate I.T. systems and projects. Working with departments, they create project plans and resource allocations necessary to accomplish the given task and see the projects and solutions through the product life-cycle. Data Analytics and Geographic Information Systems (GIS) Lead by the Chief Data Officer/Geographic Information Officer (CDO), a new role in the City, the division is responsible for overseeing the City’s enterprise GIS and data analysis solutions. They assist departments in using data to drive informed decision-making processes. The team also assists the City in its transparency initiatives by “opening up” the City by creating and providing public accessible data sets and solutions. Infrastructure Technology and Security Division Lead by the Chief Information Security Officer (CISO), the division is responsible for the vast I.T. infrastructure across the city and ensuring that the network systems and users are secure and have maximum uptime. The division consists of Network Engineering, Network Security, Unified Communications, Server Administration, and Field Services. This division is responsible for network infrastructure, network security, server installation and maintenance, unified communications implementation and maintenance, field services, help desk services, and on-site support for all city employees. This division strives for continual uptime of more than 60 city-owned properties. We are continually looking for ways to improve efficiencies, reduce power consumption, consolidate services and systems, and exceed our customer’s expectations. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPT OF INFORMATION MANAGEMENT SERVICES E-52 Media Services Division Salt Lake City Media Services is the in-house simulcast, content creation, and communications consulting division of Information Management Services. Our services are accessible to every department and division, city-wide. Software Services Lead by the Chief Technology Officer (CTO), the team designs, develops, integrates, and maintains software solutions that the City procures or develops. They also maintain City databases and create custom reporting solutions. The team is working with departments to reduce the software footprint and standardize enterprise solutions. The application portfolio still sits at almost 200 applications, but several enterprise solutions have slowed the growth, and several antiquated systems have been collapsed into new centralized systems. Innovations Team This new team is lead by the new Chief Innovations Officer (CIO). They have been tasked with modernizing the city processes and procedures to bring a new high level of efficiency and accuracy. One of their biggest tasks is implementing a new ERP (Enterprise Resource Planning) system, which will be a multi-year, multi-million dollar project that will help streamline and improve the finance, accounting, asset management, and human resources systems. IMS Department Performance Measurements  Measure 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Citywide I.T. assets inventoried on an annual basis.9%21%33%75%100% Case Closed by staff within standard response thresholds based on priority, severity, and system.89%95%89%99%99% Objective and Key Results (OKR) and Continuous Feedback and Recognition (CFR) Program implemented in department. —%—%33%65%100% Projects that followed agile project management methodology.20%35%65%80%100% MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPT OF INFORMATION MANAGEMENT SERVICES E-53 Salt Lake City Department of Information Management Services Aaron Bentley, Chief Information Officer FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 8,140,674 8,585,059 10,339,163 O & M 329,662 207,268 250,205 Charges & Services 5,527,965 5,750,955 6,679,641 Interest & Bond Expenditures 661,990 — — Capital Expenditures 934,696 2,279,725 1,946,541 Total IMS 15,594,986 16,823,007 19,215,550 DIVISION BUDGETS Application Administration & Support 2,032,895 2,092,395 2,325,449 Department Leadership & Administrative Services 1,758,991 1,628,922 2,667,011 4.00 Capital Projects 82,677 86,800 161,800 Centralized Computing 200,538 1,421 — Enterprise Software Systems 1,887,125 1,722,721 2,043,801 4.00 Information Security Systems 138,900 331,238 381,238 Infrastructure Technical Team 2,709,008 3,043,196 3,317,543 4.00 Infrastructure Technical Services 1,146,429 2,379,019 1,968,204 28.00 Software Development Services 1,642 — — Multimedia Services SLCTV 602,437 612,007 1,116,012 10.00 PC Replacement 798,194 566,275 566,275 Software Services 4,173,987 4,358,102 4,090,633 30.00 User Support 62,165 911 — Data Analytics and GIS 0 0 577,584 4.00 Total IMS 15,594,986 16,823,007 19,215,550 FUNDING SOURCES IMS Fund 15,594,986 16,823,007 19,215,550 84.00 Total IMS 15,594,986 16,823,007 19,215,550 FTE by Fiscal Year 71.00 71.00 84.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPT OF INFORMATION MANAGEMENT SERVICES E-54 FY 2022 Department Budget Personal Service… O & M, 250,205 Charges & Servic… Capital Expenditures, 1,946,541 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPT OF INFORMATION MANAGEMENT SERVICES E-55 DEPARTMENT OF INFORMATION MANAGEMENT SERVICES Changes discussed below represent changes to the FY 2020-21 adopted budget. Personal Services Base to Base Changes 206,788 Base to base changes compares personal services costs adopted as part of the FY 2021 - 2022 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Contractual Increases 1,129,391 The increase for contractual changes reflects the increase from the vendors for our continuing maintenance and support. ERP System 2,000,000 The City implements many systems used to provide software support that has been unified in recent years into single software packages created to streamline and implement better unity at organizations through a single software package. The City’s needs have outgrown the current software vendor’s capacity. Therefore a new ERP system is being reviewed and considered. This budget amount is for implementing the software alone during the FY22 fiscal year and does not reflect the total cost or the system’s annual maintenance. Technical & Inflationary Increases 234,449 These are items that have annual contractual increases associated with their costs and needed and required new software. We have also included the cost to perform a required bi-annual penetration test of our network. Website Enhancements 125,000 The Salt Lake City website needs a few enhancements, which will aid in the site’s stability. These enhancements are not a refresh but a new design to focus on the items that will allow virtual meetings such as the board meeting to be more reliable. We do feel that it is essential for the entire community to have access to these meetings. A stable website is the most effective way to make sure that the community at large has access to the information about what the City is doing and how to get the resources they need that we provide for them. BA #6: City Innovations Team in IMS 822,284.00 The team will also improve coordination and resources between the Civic Engagement Team and IMS Media Services. A further step to improve engagement is to combine SLC Media Services and the Civic Engagement Team into a city-wide communications/engagement team outside of the Mayor’s Office. BA #7: Move City GIS Personal to the IMS GIS Division 215,104.00 The Administration moved two FTE's from Community and Neighborhoods to IMS. The individuals work directly in the GIS function for the City. The amendment consolidates these two employees within IMS and the GIS division there. Policy Issues Staffing Increase 749,784.00 Increased staffing to accommodate the increased capacity of new and existing software, increased infrastructure, cloud management services, Telecom, and the unified command system. PSB Network Infrastructure 350,000.00 To update and maintain the current PSB Network Infrastructure for reliability and improved connection speed. Server Infrastructure 180,000.00 Multiple servers have been in service past their useful life. This will also assist in the city network, which concurrently assists in the ERP project implementation. This synergistic project has multiple great benefits at several levels of operation. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPT OF INFORMATION MANAGEMENT SERVICES E-56 JUSTICE COURT Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 JUSTICE COURT E-57 Salt Lake City Justice Court Mission Statement  Ensure the highest standards of justice, professionalism, responsiveness, and respect for those we serve.   Vision Statement  Creating a court that is just, equitable, and trusted by all.     Court Core Values  Excellence  Having the desire to succeed and the motivation to reach our full potential, going above and beyond to accomplish the task at hand.     Respect  Recognize and appreciate the value of each individual and their experience and situation.    Integrity  Doing what we say we are going to do, applying honesty and accountability with openness.    Community  Bridging the gap between the Court, community and other agencies, improving access to resources and information.   Unity  Supporting one another and fostering growth while reaching our goals and adhering to our values.  Department Overview The Salt Lake City Justice Court is the largest municipal court in the State of Utah with a very high volume of misdemeanor cases.  The Court is a limited jurisdiction court under the umbrella of the Utah State Court system.  We are proud to be part of the Salt Lake City portfolio of public institutions and to serve the citizens and visitors of this great city.    The Justice Court is responsible for and processes Class B and C misdemeanor, infractions and small claims cases; jury trials, appeals and expungements, video hearings, prisoner transports, and daily interaction with jails throughout the State of Utah.  The court monitors and tracks probation, warrants, community service, and restitution, collections of monetary penalties, appeals, expungements, and plea- in-abeyance cases. We also provide traffic school, coordination of language interpreter services and any ADA needs that arise.  The Justice Court judiciary, employees, and security team are dedicated to open and transparent access to the court, bringing justice for all, and providing a safe and civil environment for dispute resolution.    MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 JUSTICE COURT E-58 Department Performance Measures Performance Measures FY2018 Actual FY2019 Actual FY2020 Actual FY2021 YTD FY2022 Target State Average Access & Fairness - Percent of Justice Court customers satisfied with service received.95%95%NA NA >90%NA Time to Disposition - 95% of criminal case dispositions should meet established guidelines for Time to Disposition (6 months). 90%89%88%83%>95%81% Age of Acting Pending Cases - 95% of all criminal cases should have a disposition within a 180-day time frame.85%83%44%44%>95%57% Criminal Case Clearance Rate - A Clearance Rate of 100% means the court has disposed of as many cases as were filed, i.e., the court is keeping up with it's incoming caseload. 100%103%158%102%>100%95%     MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 JUSTICE COURT E-59 Salt Lake City Justice Court Curtis Preece, Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 3,982,182 4,108,349 4,231,849 O & M 42,921 59,116 65,507 Charges & Services 425,720 549,401 543,550 Capital Expenditures — 10,000 10,000 Total Justice Court 4,450,822 4,726,866 4,850,906 DIVISION BUDGETS Justice Court 4,450,822 4,726,866 4,850,906 42.00 Total Justice Court 4,450,822 4,726,866 4,850,906 FUNDING SOURCES General Fund 4,450,822 4,726,866 4,850,906 42.00 Total Justice Court 4,450,822 4,726,866 4,850,906 FTE by Fiscal Year 44.00 42.00 42.00 . FY 2022 Department Budget Personal Services 4,231,849 O & M 65,507 Charges and Services 543,550 Capital Expenditures 10,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 JUSTICE COURT E-60 Salt Lake City Justice Court Changes discussed below represent adjustments to the FY 2020-21 adopted budget. Personal Services Base to Base Changes (14,055) Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 16,876 This increase reflects a change in the cost of insurance for the Justice Court as described in the Budget Summary section of the Budget Book. Merit Changes 12,292 The Justice Court's FY2022 scheduled increases for all represented employees covered under an MOU. Employees included are AFSCME 100, 200 & 330 series employees. Restore 6 Months Vacancy Savings 73,500 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated, and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. Salary Proposal 35,427 This increase reflects the Justice Court's portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 JUSTICE COURT E-61 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 JUSTICE COURT E-62 POLICE DEPARTMENT Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 POLICE DEPARTMENT E-63 Police Department Department Vision Statement “We will build upon the noble traditions of integrity and trust to foster a culture serve, respect, and compassion toward our employees and the community we serve.” Department Mission Statement “We will serve as guardians of our community to preserve life, maintain human rights, protect property, and promote individual responsibility and community commitment.”  Department Overview The Salt Lake City Police Department serves the 200,000+ residents of Salt Lake City, and a daytime population which exceeds 300,000, with 714 general fund FTEs in budget for Fiscal Year 2022. The Department consists of the Office of the Chief which oversees two Bureaus–Operations Bureau and Administrative & Operational Support Bureau. The Police Department will continue working to ensure professional public safety and response to the community in the future. The Department is working closely with the Mayor’s Office and the Salt Lake City Council on a proactive approach to meet the needs of the community. The Police Department is working to review policies, increase transparency, improve training, and enhance community involvement while upholding the Mission and Vision of the Department, serving the community, and improving community relations. Department Performance Measurements Measure 2018 Actual 2019 Actual 2020 Actual 2021 Target 2022 Target Response Time: Maintain a six- minute or better response time for priority 1 calls for service from time of dispatch. 6:19 6:02 5:50 6:00 6:00 Response Time: the mean average police response time for priority 1 calls for service from the time the call was received to the time the first officer was listed on scene. 10:51 10:13 11:37 <10:00 <10:00 Social Work & Homeless Outreach: 200 referrals per quarter for services, jobs, housing, education, benefits, substance abuse or mental health treatment. 1972 1751 1089 1450 1450 IA: Review all cases of Officer Involved Critical Incidents for referral to training unit for improvements in training. 100%100%100%100%100% Crime Lab: Maintain officer wait time for priority 1 cases at 20 minutes or less. 21:42 15:41 *FY 2020 Data: 22:25 <20 Minutes <20 Minutes Gangs: Provide gang outreach services and participate in a gang free education program monthly. 12 12 12 12 12 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 POLICE DEPARTMENT E-64 Police Department Mike Brown, Chief of Police FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 77,053,418 73,033,179 77,138,057 O & M 1,152,635 2,120,089 2,255,251 Charges & Services 4,175,226 3,944,064 3,977,194 Capital Expenditures (4,204) — — Total Police Department 82,377,074 79,097,332 83,370,502 DIVISION BUDGETS Office of the Chief 5,656,963 3,928,611 5,971,363 21.00 Operations 49,386,319 47,049,774 49,964,121 327.00 Administration and Support Operations 26,789,623 27,371,263 27,382,796 366.00 Emergency Management 544,169 696,858 52,222 — Total Police Department 82,377,074 79,046,506 83,370,502 FUNDING SOURCES General Fund 82,377,074 79,097,332 83,370,502 714.00 Total Police Department 82,377,074 79,097,332 83,370,502 FTE by Fiscal Year 711.00 711.00 714.00 FY 2022 Department Budget Personal Services 77,138,057 O & M 2,255,251 Charges & Services 3,977,194 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 POLICE DEPARTMENT E-65 Police Department Changes discussed below represent adjustments to the FY 2020-21 adopted budget. Personal Services Base to Base Changes -1,745,264 Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 253,328 This increase reflects a change in the cost of insurance for the Police Department as described in the Budget Summary section of the Budget Book. Merit Changes 865,184 The Police Department's FY2022 scheduled increases for all represented employees covered under an MOU. Employees included are AFSCME 100, 200 & 330 series employees; Fire 400 & 901 series employees; and Police 500 series employees. Restore 6 Months Vacancy Savings 270,501 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. CCAC Adjustments (10 Months)43,645 This budget includes market adjustments for positions determined to be severely lagging behind market as determined by the Citizen’s Compensation Advisory Committee (CCAC). Salary Proposal 657,270 This increase reflects the Police Department's portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. BA #7: Transfer Emergency Management to Fire -526,421 In budget amendment #7 of FY 2021, the Emergency Management division of Police was moved to the Fire Department. This funding reduction is associated with that move. BA #7: Social Worker Change 841,997 Budget amendment #7 of FY 2021 moved funding for social workers that was mistakenly placed in Non-Departmental back to the Police Department budget. BA #7: Encampment Cleanup 650,000 The budget includes a continuation of funding established in budget amendment #7 of FY 2021 for overtime for health department neighborhood re-establishments. Policy Issues Versaterm Contractual Changes 39,391 Funding is included for changes to the Versaterm contract for FY 2021. Legislated Action Requiring Budget 60,833 The budget establishes a new civilian analyst position necessary for use of force reporting as required by legislation adopted in the 2021 legislative session. The funding is for 10 months of the position's costs. Police Officer Mental Health Responder (10 Months)100,000 The budget includes funding to establish a mental health professional position associated with the Law Enforcement Wellness program. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 POLICE DEPARTMENT E-66 Increased Mental Health Responders (Funding in Non-Departmental) (3 @ 10 Months and 3 @ 6 Months)0 The budget recommends funding to increase the number of mental health responders for the department. This includes for a total of six positions which will be funded through the Non-Departmental budget. Three positions will be funded for 10 months of the year, and three positions will be funded for six months of the year. Street Racing Initiative 70,000 The Mayor is recommending funding to provide enhanced mitigation and enforcement of street racing in the City. Police Staffing from the 2021 Holding Account (From Non-Departmental)2,800,000 The budget moves funding from the holding account in Non-Departmental to the Police Department to cover the annual costs of two classes hired at the end of fiscal year 2021. Those classes consisted of a lateral hiring class as well as a new recruit class to meet the staffing needs within the Police Department. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 POLICE DEPARTMENT E-67 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 POLICE DEPARTMENT E-68 DEPARTMENT OF PUBLIC LANDS Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC LANDS E-69 Department of Public Lands Department Vision Statement The Department of Public Lands’ four divisions is tasked with planning, construction coordination, and public land acquisition with a community-based approach. In coordination with our many City partners, we protect, grow and enhance natural landscapes, trees, and outdoor green spaces for the health, beauty, and recreational opportunities of residents and visitors to the Capital City. Department Mission Statement The mission of Public Lands is to make Salt Lake City more livable by improving public health, protecting our environment, executing transformative parks and public spaces, and connecting people. We do this by planning, building, and caring for the City’s essential infrastructure, including parks, trails, urban forest, golf courses, cultural landscapes, recreational amenities, and natural lands. Public Lands Department Overview Parks Division oversees and is responsible for all City Parks, SLC Cemetery, and the Regional Athletic Complex. The combined mission of these programs is to provide outdoor green spaces and services for the public to enjoy by planning for future development, continued maintenance, and preservation. Golf manages the operations of six full-service golf courses throughout the city. Golf operations include the maintenance of all green spaces, programming of golf clinics, tournaments, leagues, instruction programs, and managing the course retail pro shops, cafes, and driving ranges and cart fleet maintenance and rentals. Planning & Ecological Services oversees planning efforts, including master plans, facility improvement plans, resource management plans, and development and implementation of Departmental initiatives and capital projects. This includes advancing the ecological health and biodiversity of the public lands system and improving the quality, accessibility, and equity of Department lands and resources. Urban Forestry manages approximately 86,000 trees with 25,000 vacant planting sites (located in city parks, on city facility properties, and along city streets and trails). Collectively the City’s trees form a vast living infrastructure that serves to moderate urban temperatures, clean our air, buffer city noise and light pollution, reduce energy consumption, promote healthy recreation, and increase property values. Department Performance Measures Performance Measure 2018 Actual 2019 Actual 2020 YTD 2021 Goal*FY22 Target % of Foothill Trails System Completed 0.43 0.43 0.53 0.62 0.65 Ratio of trees planted to trees removed (a number greater than one indicates expansion)Na 1.23 1.48**>2 >2 Increase golf cart sales revenue by 5%NA -0.0321 0.0068 ≥2%≥2% Ratio of maintained acres per maintenance FTE NA 12.79 17.55 10.41 12 *FY 21 are goals only. **Numbers are goals only and do not reflect the 2020 windstorm or the 1,000 trees initiative. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC LANDS E-70 Public Lands Department Kristen Riker, Director (Upon Advice and Consent) FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 0 0 16,064,438 O & M 0 0 3,011,172 Charges & Services 0 0 7,495,384 Capital Expenditures 0 0 1,459,011 Bonding/Debt/Interest Charges 0 0 496,130 Total Department of Public Lands 0 0 28,526,135 DIVISION BUDGETS Public Lands Administration 0 0 3,098,610 17.35 Parks 0 0 11,529,647 78.00 Urban Forestry 0 0 2,846,418 15.00 Trails & Natural Lands 0 0 1,354,022 8.00 Golf 0 0 9,697,417 33.65 Total Department of Public Lands 0 0 28,526,114 FUNDING SOURCES General Fund 0 0 18,828,697 118.35 Golf 0 0 9,697,417 33.65 Total Department of Public Lands 0 0 28,526,114 FTE by Fiscal Year 0.00 0.00 152.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC LANDS E-71 FY 2022 Department Budget Personal Services, 16,064,438 O & M, 3,011,172 Charges & Services, 7,495,384 Capital Expenditures, 1,459,011 Bonding/Debt/Interest Charges, 496,130 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC LANDS E-72 Department of Public Lands The Department of Public Lands was created in FY 2022 by moving the Parks and Golf functions from The Department Public Services. The Department has four divisions and is tasked with planning, construction coordination, and public land acquisition with a community-based approach. In coordination with our many City partners, we protect, grow and enhance natural landscapes, trees, and outdoor green spaces for the health, beauty, and recreational opportunities of residents and visitors to the Capital City. Changes discussed below represent adjustments to the FY 2020-21 adopted budget when the components of the new department still resided in Public Services. Living Wage Adjustment 21,230 The Citizens’ Compensation Advisory Committee (CCAC) reviewed new living wage estimates released through the Massachusetts Institute of Technology’s living wage calculator that increased the 2020 living wage to $15.11 per hour. The Mayor has proposed moving to the new living wage rate over a period of two years. This funding represents the Public Lands Department portion of that change. Transfer of Public Lands Division from Public Services 17,372,425 Public Services Department transfer of personnel and operational costs of the Public Lands Division in the Public Lands Department. Public Lands Department Creation and Development 550,983 This initiative restructures the Public Land Division to manage current and increasing administrative responsibilities and achieve the Mayor’s goals of keeping up with growth, putting the community first, and moving to environmentally sustainable infrastructure. Public Lands New Properties/Amenities 338,413 Funding is proposed to cover ongoing maintenance of newly acquired City properties and amenities New Recreational Trail System [Ongoing] 304,167 To create/expand two major regional trail systems that impact both west-side and east-side SLC communities, including developing a recreational 'water trail' in SLC's west-side. Contractual Increases 79,000 CPI Adjustment for increases to contracts. Utilities Increases 162,500 Increases to cover utility (i.e. electricity, natural gas, water, etc.) and fuel increases. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC LANDS E-73 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC LANDS E-74 DEPARTMENT OF PUBLIC SERVICES Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC SERVICES E-75 The Department of Public Services The Department of Public Services’ various divisions provide essential services to residents, businesses, and visitors; emergency response and recovery; and internal services that support all other city functions. The Department’s vision is to be responsive to and anticipate the needs of a growing, diverse, and vibrant city. Public Services manages much of the ongoing stewardship of the city’s built infrastructure. Beginning in fiscal year 2022, the Department’s asset management work will expand to include capital asset development and implementation with the inclusion of the Engineering Division in the Department. Strategic goals this year will be to create a life-cycle picture of capital assets from conception to renewal; improve emergency capabilities; continue critical workforce evolution planning; optimize technology tools for asset management and forecasting; and invest in diversity, inclusion, and equity work to support both our employees and the public we serve.   Mission Statement Public Services is a team of professionals who value integrity, diversity, and equity. We are committed to providing essential municipal services and vibrant green spaces for Salt Lake City while implementing efficiencies and environmentally conscious practices, which strive to make life better throughout the community.   Public Services Department Overview  Administrative Services provides centralized administrative services to the divisions to fulfill the Department mission of “making lives better.” A team of administrative professionals supports Department programs by providing a solid and stable management infrastructure, coordinated communications, financial analysis, technological innovation, and strategic development that support the divisions, who in turn provide quality services to the community and other internal stakeholders. Compliance operates the crossing guard program, pay station maintenance, parking enforcement, the Main City Library parking garage, digital parking permits, and the customer service office.  Engineering provides capital project planning, design, and construction; surveying and mapping services; and right-of-way permitting and inspections. Engineering is responsible for ensuring services comply with Federal, State and City requirements. Facilities are responsible for the stewardship of all 77 Public Services facilities and the maintenance of the Central and Sugarhouse Business District’s public plazas, rights-of-way, and green-ways. Facilities manage the capital asset program and implement projects to reduce building energy consumption.  Fleet procures and maintains 1,562 City vehicles and 2,774 pieces of equipment, provides fuel at 15 locations, supplies a vehicle loaner pool, operates a car wash facility, a wash bay facility, and operates an internal parts room.   Streets performs the maintenance, repair and emergency response for asphalt roads, asphalt surface treatments, signs and traffic signals, traffic markings and striping, street and bike lane sweeping, 50/50 sidewalk, concrete repair, sidewalk grinding and ADA ramp upgrades, snow and ice control, and after- hour response. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC SERVICES E-76 Department Performance Measurements Performance Measures FY2019 Actual FY2020 Actual FY2021 Target FY2022 Target FY2023 Target Maintain full coverage of required school crossings, with crossing guard staff during the school year.45 minutes ≤ 36 minutes ≤ 40 minutes ≤ 40 minutes ≤ 40 minutes Maintenance Productivity: Maintain productivity of total work orders on-time at 90% or greater 87%82%≥ 90%≥ 90%≥ 90% Fleet: Maintain mechanic productivity rate during work hours at 90% or greater 92%95%≥ 90%≥ 90%≥ 90% Streets: Complete 155 lane miles of surface treatments 99.5 lane miles 130.84 lane miles 155 lane miles 155 lane miles 155 lane miles MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC SERVICES E-77 Salt Lake City Department of Public Services Lorna Vogt, Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 35,476,402 37,955,963 27,942,824 O & M 12,790,006 12,963,805 10,904,779 Charges & Services 12,458,025 15,220,837 8,593,176 Interest & Bond Expense 4,073,575 4,629,507 3,798,924 Capital Expenditures 11,429,026 3,205,967 10,897,439 Transfers Out 372,037 373,315 295,361 Total Dept of Public Services 76,599,070 74,349,394 62,432,503 DIVISION BUDGETS Administrative Services 1,959,181 2,264,397 2,331,467 15 Gallivan and Special Events — — — Golf 7,971,468 8,484,897 — Youth and Family 2,024,062 1,996,086 — Compliance 2,834,586 3,677,533 3,801,531 29.00 Facility Services 9,036,275 8,888,664 9,132,553 47.00 Fleet 24,048,018 19,209,271 28,090,575 45.00 Streets 12,388,287 13,152,368 13,759,381 110.00 Engineering — — 5,316,996 48.00 Parks 9,812,385 10,571,311 — Public Lands Administration 2,408,645 2,047,556 — Trails and Natural Lands 1,442,477 1,263,874 — Urban Forestry 2,673,686 2,793,437 0 Total Dept of Public Services 76,599,070 74,349,394 62,432,503 FUNDING SOURCES General Fund 44,579,585 46,655,226 34,341,928 249.00 Fleet Fund 24,048,018 19,209,271 28,090,575 45.00 Total Dept of Public Services 68,627,602 65,864,497 62,432,503 FTE by Fiscal Year 421.00 409.00 294.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC SERVICES E-78 FY 2022 Department Budget Personal Services 27,942,824 O & M 10,904,779Charges & Services 8,593,176 Interest & Bond Expense 3,798,924 Capital Expenditures 10,897,439 Transfers Out 295,361 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC SERVICES E-79 Department of Public Services Changes discussed below represent adjustments to the FY 2020-21 adopted budget. Personal Services Base to Base Changes (57,548) Base to base changes compares personal services costs adopted as part of the FY2021 budget to actual personal services costs paid during the first pay period of the calendar year 2021. Changes in this category incorporate changes in personal services at the individual staff level, including pay adjustments, reclassifications, career ladders, and benefits changes that happened in the first part of the current fiscal year. Insurance Rate Changes 124,784 This increase reflects a change in the cost of insurance for the Department of Public Services as described in the Budget Summary section of the Budget Book. Merit Changes 260,156 The Department of Public Services FY2022 scheduled increases for all represented employees covered under an MOU. Employees included are AFSCME 100, 200 & 330 series employees. Restore 6 Months Vacancy Savings 808,235 Due to the COVID-19 pandemic, the City put a soft hiring freeze in place. Projected savings for six months was calculated, and department budgets were reduced accordingly. The amount reflected replaces the FY 2021 budget reduction. Salary Proposal 228,013 This increase reflects the Department of Public Services portion of the salary proposal described in the Budget Summary portion of the Mayor's Recommended Budget Book. Living Wage Adjustment 1,290 The Citizens’ Compensation Advisory Committee (CCAC) reviewed new living wage estimates released through the Massachusetts Institute of Technology’s living wage calculator that increased the 2020 living wage to $15.11 per hour. The Mayor has proposed moving to the new living wage rate over a period of two years. This funding represents the Public Services Department portion of that change. BA #6: Transfer of Innovations Team to Information Management Services Fund (307,350) In Budget Amendment #6 of FY2021, the Innovations Team was moved from the Public Services to the Information and Management Services Fund. This funding decrease includes 2 FTE's of support and the operation budget. Transfer Public Lands Division to Public Lands Department (17,372,425) Public Services Department transfer of personnel and operational costs of the Public Lands Division in the Public Lands Department. Transfer Youth and Family Division to Community and Neighborhoods Department (2,063,498) Public Services Department transfer of personnel and operational costs of Youth and Family Services to Community and Neighborhoods Department. Transfer Engineering Division from Community and Neighborhoods Department 5,445,845 Community and Neighborhoods Department transfer of personnel and operational costs of the Engineering Division to Public Services. This also includes additional FTEs to assist with the increased workload of the Engineering Division. Contractual Increases 115,100 CPI Adjustment for increases to contracts. Utilities Increases 128,500 Increases to cover utility (i.e. electricity, natural gas, water, etc.) and fuel increases. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC SERVICES E-80 Budget and Management Analysis [Ongoing] 52,800 Positions will be reclassified to grades that align with current city Financial Analyst and Budget Analyst positions. Concrete Road Maintenance Initiative [Ongoing] 80,000 This initiative aims to extend the life of City’s concrete roads and would be done on a 15-yr. maintenance cycle by maintaining 11 of the city’s 170 lane miles of concrete roadways per year. Concrete Road Maintenance Initiative [One Time] 69,500 Initiative creates a maintenance plan for the 170 concrete road lane miles within Salt Lake City. Replacing these sealants and cleaning the joints will extend the life of the City’s concrete roads. Streets Response Team FTE [Ongoing] 53,300 FTE with provide additional resource to provide consistent and timely response times to service calls. Additional duties would be accomplished and a reduction or elimination of overtime and callbacks. Increase 1/2 Asphalt Budget [Ongoing] 120,000 This asphalt budget increase would allow the Streets Division to have additional candidates for chip and slurry seal treatments. These surface treatments are much more sustainable and cost effective then a roadway reconstruction or an asphalt overlay. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC SERVICES E-81 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF PUBLIC SERVICES E-82 DEPARTMENT OF PUBLIC UTILITIES Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal year 2021-22 DEPARTMENT OF PUBLIC UTILITIES E-83 Department of Public Utilities Department Mission and Vision Statement To serve our community and protect our environment by working to continuously improve water, wastewater, stormwater, and street lighting services in a sustainable manner. We strive to uphold the values of Service, Leadership, Integrity, Flexibility, Efficiency, and Stewardship. Department Overview The Salt Lake City Department of Public Utilities (SLCDPU) provides water, sewer, stormwater, and street lighting services. SLCDPU provides sewer, stormwater, and street lighting to the approximately 200,000 residents of Salt Lake City. The service area for SLCDPU’s water utility is much larger and provides drinking water to more than 360,000 people in Salt Lake City and portions of Mill Creek, Holladay, Cottonwood Heights, Murray, Midvale, and South Salt Lake. SLCDPU manages the four utilities as separate enterprise funds under one administrative management structure. SLCDPU develops and implements fees, rates and rate structures that are approved annually by the Salt Lake City Council. SLCDPU's work in each of its four utilities is vital to public health, environment, economy, and quality of life. Our 452 employees are responsible to ensure the environment is protected, and that the public has access to clean, reliable, and affordable water resources. SLCDPU is extremely accountable to the public in its implementation of these services. In fulfilling this important responsibility, SLCDPU is regulated by (1) federal and state agencies pursuant to the federal Safe Drinking Water Act and Clean Water Act, and the state’s drinking water and water quality statutes and rules; (2) federal and state statutes regarding water resources, water quality, and flood control; and (3) local health department regulations concerning drinking water and wastewater. SLCDPU, in turn, enforces numerous regulations concerning water, stormwater, and sewer, primarily contained in Chapter 17 of Salt Lake City’s ordinances. SLCDPU is also responsible for regulating the Riparian Corridor Overlay Zone found in Chapter 21 of Salt Lake City’s ordinances. Department Performance Measurements Measure 2018 Actual 2019 Actual 2020 Actual 2021 YTD 2022 Target Water Quality: Water Quality Turbidity is a measure of water clarity by indicating how cloudy it is. The national benchmark is less than 0.1 Nephelometric Turbidity Units (NTU). <0.03 NTU <0.03 NTU 0.02 NTU <0.03 NTU <0.03 NTU Energy Use: AWWA Water-Energy Efficiency median is 6,881 thousand British thermal units per year per million gallons (Kbtu/yr./MG). 1,882 Kbtu/yr/MG 1,840 Kbtu/yr/MG 2,024 Kbtu/yr/MG 2,202 Kbtu/yr/MG 1,840 Kbtu/yr/MG Water Use: Average Per Capita Water Use in Gallons per Capita per Day (gpcd as of 12/31). 199 gpcd 195 gpcd 172 gpcd 186 gpcd <200 gpcd Sewer: Clean greater than 35% of the sewer collection system.46% of System 45% of System 59% of System 37% of System >35% of System Stormwater: Linear feet (LF) of lines replaced, rehabilitated, or installed.11,039 LF 2,183 LF 13,295 LF 12,893 LF 21,700 LF* *Target based on annual CIP planning. MAYOR'S RECOMMENDED BUDGET Fiscal year 2021-22 DEPARTMENT OF PUBLIC UTILITIES E-84 Salt Lake City Department of Public Utilities Laura Briefer, Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 34,446,333 41,961,790 45,645,184 O & M 5,882,570 7,605,558 7,735,360 Charges & Services 43,818,584 55,674,279 60,642,430 Interest & Bond Expense 3,766,084 17,248,778 23,185,287 Capital Expenditures 99,831,314 239,225,139 282,674,161 Transfers Out 583,605 597,605 597,605 Dept of Public Utilities 188,328,490 362,313,149 420,480,027 DIVISION BUDGETS Administration 765,167 1,494,211 1,509,257 36.00 Finance 15,599,479 21,498,258 23,560,363 50.00 Engineering 6,894,301 10,697,504 10,954,589 48.00 Water Quality 30,028,163 33,707,416 36,729,449 56.00 Water Reclamation 9,164,651 10,687,414 11,520,150 69.00 Water Resources 1,221,468 1,857,598 2,376,821 11.00 Maintenance 18,994,860 23,184,029 24,920,746 182.00 GIS 2,074,574 2,712,452 3,088,854 CIP and Debt Service 103,585,828 256,474,267 305,819,798 Dept of Public Utilities 188,328,490 362,313,149 420,480,027 FUNDING SOURCES Street Lighting Fund 3,857,553 5,379,697 5,699,663 2.72 Water Fund 89,177,125 126,333,193 127,365,555 283.16 Sewer Fund 83,625,949 212,638,399 268,213,796 126.55 Storm Water Fund 11,667,863 17,961,860 19,201,013 39.57 Dept of Public Utilities 188,328,490 362,313,149 420,480,027 FTE by Fiscal Year 427.00 435.00 452.00 MAYOR'S RECOMMENDED BUDGET Fiscal year 2021-22 DEPARTMENT OF PUBLIC UTILITIES E-85 FY 2022 Department Budget Personal Services: 45,645,184 O & M 7,735,360 Charges & Services 60,642,430 Interest & Bond Expense 23,185,287 Capital Expenditures 282,674,161 Transfers Out: 597,605 MAYOR'S RECOMMENDED BUDGET Fiscal year 2021-22 DEPARTMENT OF PUBLIC UTILITIES E-86 REDEVELOPMENT AGENCY Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 REDEVELOPMENT AGENCY E-87 Redevelopment Agency of Salt Lake City DEPARTMENT MISSION STATEMENT AND CORE VALUES The mission of the Redevelopment Agency of Salt Lake City (RDA) is to revitalize neighborhoods and business districts to improve livability, spark economic growth, and foster authentic communities, serving as a catalyst for strategic development projects that enhance the City’s housing opportunities, commercial vitality, public spaces, and environmental sustainability. We foster a set of core values that collectively support the revitalization of Salt Lake City’s communities: ECONOMIC GROWTH // We act as a responsible steward of public funds, taking a long-term view of investment, return, and property values. COMMUNITY IMPACT // We prioritize projects and programs that demonstrate commitment to improving equity and quality of life for residents and businesses in Salt Lake City. NEIGHBORHOOD VIBRANCY // We cultivate distinct and livable built environments that are contextually sensitive, resilient, connected, and sustainable. DEPARTMENT OVERVIEW Since 1969, the RDA has played a pivotal role in revitalizing many areas of Salt Lake City. Under the Utah Community Development and Renewal Agencies Act, the RDA has the charge and financial tools to address blight and disinvestment in specific parts of the City. By working with communities and development partners, the RDA is transforming areas suffering from social, environmental, physical, or economic challenges into neighborhoods and commercial districts that are characterized by a variety of useful amenities, vital housing opportunities, successful local businesses, connected public spaces, renewed infrastructure, and public art. As owner of the Gallivan Center, the RDA also works with the adjacent property owners to oversee the maintenance and programming of the 3.5-acre downtown plaza. To accomplish its goals to enhance livability and trigger economic investment, the RDA utilizes a powerful set of financial, planning, and revitalization tools to support redevelopment within communities throughout the City. The RDA achieves its goals through direction from its RDA Board of Directors (the same members as the Salt Lake City Council) and is administered by its Executive Director (Salt Lake City Mayor). Together with the Gallivan Center, the RDA has a total of 32 positions led by the Director and Deputy Director. The staff conducts the daily operations of the RDA as well as maintenance and operations of the Gallivan Center. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 REDEVELOPMENT AGENCY E-88 Redevelopment Agency of Salt Lake City Danny Walz, Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 1,815,624 2,100,484 2,254,632 O & M 2,276,649 1,108,116 1,299,683 Charges & Services 21,881,937 31,782,155 30,100,552 Interest & Bond Expense 5,150,135 13,984,334 15,962,163 Capital Expenditures — 4,085,534 8,325,173 Total RDA 31,124,345 53,060,623 57,942,203 DIVISION BUDGETS Administration 3,454,246 3,561,300 3,857,015 Block 70 6,016,523 10,953,363 10,939,263 CBD 17,125,075 25,366,500 27,923,150 City Wide Housing — 1,363,779 1,498,627 Depot 2,233,062 4,024,278 4,121,164 Granary 35,843 648,945 666,124 Housing Trust Fund — 2,590,000 2,590,000 No Temple 33,370 440,810 450,346 No Temple Viaduct 1,526,826 1,159,813 1,188,979 NWQ — — 1,500,000 NWQ Housing — — 250,000 Program Income Fund 636,245 1,905,835 1,742,535 Project Area Housing 16,478 44,000 394,000 Revolving Loan Fund — 852,000 550,000 Stadler Rail — — 71,000 WCH 20,996 100,000 150,000 WTG 25,681 50,000 50,000 Total RDA 31,124,345 53,060,623 57,942,203 FUNDING SOURCES Redevelopment Agency Fund 46,304,564 53,060,623 57,942,203 Total RDA 46,304,564 53,060,623 57,942,203 FTE by Fiscal Year 19.00 19.00 19.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 REDEVELOPMENT AGENCY E-89 FY 2022 DEPT BUDGET Personal Services 2,254,632 O & M 1,299,683 Charges & Services 30,100,552 Interest & Bon… 15,962,163 Capital Expenditures 8,325,173 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 REDEVELOPMENT AGENCY E-90 DEPARTMENT OF SUSTAINABILITY Organizational Structure Fiscal Year 2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF SUSTAINABILITY E-91 Department of Sustainability Overview Vision Statement The Sustainability Department supports the vision of leading the way on resilience and environmental stewardship. Mission Statement The Sustainability Department develops goals and strategies to protect our natural resources, reduce pollution, slow climate change, and establish a path toward greater equity, resiliency, and empowerment for the community. Department Overview The Department of Sustainability aims to develop goals and strategies to protect our natural resources, reduce pollution, slow climate change, and establish a path toward greater resiliency and vitality for all aspects of our community. The Department is organized in two separate divisions: The Waste & Recycling Division and the Environment & Energy Division. The Waste & Recycling Division is responsible for managing the City’s regular refuse and recycling collection services and is funded by refuse collection fees. The Environment & Energy Division develops plans and policies to preserve and improve our built and natural environments and provide residents information on Salt Lake City's sustainability issues. This division is funded primarily by landfill dividends and recycling proceeds when available. The Department currently operates with 63 full-time equivalent positions (FTE’s). Department Performance Measurement Measure 2019 Actual 2020 Actual 2021 Target 2022 Target Increase percent of residential waste stream diverted from the landfill through recycling and composting 38.75%39.29%≥40%≥40% 50% renewable electricity generation for municipal operations by 2023 13.70% (est.)13.00% (est.)≥13%≥13% 100% renewable electricity generation for community by 2030 14% (est.)18% (est.)≥15%≥18% Reduce community greenhouse gas emissions 80% by 2040 4,805,478 (est.)4,498,525 (est.)4,620,000 4,620,000 SLCGreen Total social media followers (INSTAGRAM, Facebook, and Twitter) 15,954 17,624 18,250 19,250 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF SUSTAINABILITY E-92 Salt Lake City Department of Sustainability Vicki Bennett, Director FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget FY 2021-22 FTE DEPARTMENT BUDGET Personal Services 5,065,175 5,431,882 5,664,486 O & M 199,981 301,399 308,099 Charges & Services 7,370,791 8,198,393 9,062,484 Interest & Bond Expense 2,004,922 1,952,294 2,778,676 Capital Expenditures 1,067,312 357,569 6,625,859 Transfers Out 427,354 273,900 273,900 Total Department of Sustainability 16,135,535 16,515,437 24,713,504 DIVISION BUDGETS Environment & Energy 1,890,077 1,300,967 2,140,946 7.00 Waste & Recycling 14,245,458 15,214,470 22,572,558 56.00 Total Department of Sustainability 16,135,535 16,515,437 24,713,504 FUNDING SOURCES Refuse Fund 16,135,535 16,515,437 24,713,504 63.00 Total Department of Sustainability 16,135,535 16,515,437 24,713,504 FTE by Fiscal Year 63.00 63.00 63.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF SUSTAINABILITY E-93 FY 2022 Department Budget Personal Services 5,664,486 O & M 308,099 Charges & Services 9,062,484 Interest & Bond Expense 2,778,676 Capital Expenditures 6,625,859 Transfers Out 273,900 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 DEPARTMENT OF SUSTAINABILITY E-94 Non-Departmental FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget Governmental Transactions Salt Lake City Arts Council 648,600 612,500 612,500 Retirement Payouts 645,887 635,000 696,000 Carpet and Paint for Plaza 349 135,576 0 0 Contract with U of U for Demographic Project 25,000 50,000 50,000 Sorenson Center w/ County 645,119 1,014,800 1,014,800 Jordan River Membership 14,108 14,000 14,000 Washington DC Consultant 0 75,000 75,000 Tuition Aid Program 315,578 300,000 300,000 Municipal Elections 263,533 0 275,000 Animal Services Contract 1,753,024 1,866,295 1,910,487 Annual Financial Audit 1,200 0 0 Interest Expense 0 315,000 315,000 Bonding/Note Expense 0 35,000 35,000 Jazz Festival 33,214 0 0 Annual Financial Audit 140,000 0 0 Council - Dignitary Gifts Rece 5,000 0 0 Police Department Body Cameras 0 1,200,000 1,293,000 Governmental Transactions Total 4,625,838 6,117,595 6,590,787 Inter-Governmental Transfers Ground Transportation GF Expense 50,000 0 0 Public Utilities - Land Swap Payment 400,000 0 200,000 Capital Improvements Project Fund 10,359,150 9,885,957 8,201,851 Transfer to Debt Service Fund 11,048,864 9,553,418 9,503,618 Fire SCBA 210,000 197,000 197,000 Transfer to LBA for Fire Station Debt Service 495,701 0 0 Fleet Replacement Fund 11,893,100 5,165,600 10,269,716 Transfer to RDA 15,835,339 13,501,935 14,096,642 Transfer to Golf 181,000 246,000 0 Golf (Living Wage and CCAC Salary Adjustment Transfer 0 0 370,100 Golf Fund ESCO FY 2020 445,078 0 0 Golf Fund ESCO FY 2021 0 460,585 0 Golf Fund ESCO FY 2022 0 0 484,000 Golf ESCO Bonding Savings 0 -34,601 Golf Admin Fee Transfer 0 306,582 315,779 Golf IMS Transfer 0 200,000 200,000 Golf Fund Balance Deficit Transfer (One-time)500,000 500,000 500,000 Golf Course CCAC (One-time)65,000 0 Transfer to Water Fund (HIVE Pass Through)0 61,000 61,000 Housing Sales Tax Plan (Transfer to the Housing Fund)3,300,000 5,640,000 2,590,000 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 NON-DEPARTMENTAL E-95 Transfer to Governmental Immunity 2,767,963 2,767,963 2,767,963 IFAS Account IMS Transfer 780,069 780,069 780,069 10 Year Plan - Airport Trail Reimbursement Required by FAA Corrective Action Plan 103,887 103,887 103,887 General Fund Costs for Streetlighting 101,386 124,420 124,420 Hive Pass Pass-Through Expense 867,240 1,260,000 1,260,000 Transit Sales Tax Plan (Transfer to the Transit Fund)0 4,800,000 0 Community Investment Priorities 0 1,669,138 1,000,000 Inter-Governmental Transfers Total 59,403,777 57,188,953 53,026,045 Interfund Charges Information Management Services Fund 11,011,486 10,616,798 13,990,678 Risk Management Premium 2,164,702 2,164,883 2,247,617 Centralized Fleet Management 6,303,319 6,534,603 6,757,203 Interfund Charges Total 19,479,507 19,316,284 22,995,498 Municipal Contributions & Civic Support Legal Defenders 1,615,967 1,292,774 1,292,774 SL Area Chamber of Commerce 0 50,000 50,000 Sugar House Park Authority 197,407 218,891 224,795 Diversity Outreach 0 3,000 3,000 Utah League of Cities and Towns 182,879 160,684 160,684 National League of Cities and Towns 62,107 11,535 11,535 Tracy Aviary 634,922 674,922 674,922 Sister Cities 1,853 10,000 10,000 ACE Fund (Previously Signature Events)239,666 200,000 200,000 Dignitary Gifts/Receptions/Employee Appreciation 25,657 20,000 20,000 Housing Authority Transitional Housing 84,160 85,000 85,000 Regional Economic Development Funding 108,000 108,000 108,000 US Conference of Mayors 0 12,242 12,242 Local Business Marketing Program 56,932 40,000 40,000 Utah Legislative / Local Lobby - Moved to Mayor's Office in 2020 38,314 0 0 Music Licensing Fees 0 7,000 7,000 Legislative Support - Council 16,923 0 0 Utah Foundation 10,000 10,000 10,000 Rape Recovery Center 30,000 30,000 30,000 YWCA - FJC Wrap Around Services 45,000 45,000 45,000 Homeless Res Center Refund 76,892 0 0 United Nations Conference Support 100,000 0 0 The Inn Between 0 30,000 0 Boards & Commission Honoraria 0 0 26,000 Salt Lake City Foundation 0 0 3,000 World Trade Center Membership 0 0 50,000 Municipal Contributions & Civic Support Total 3,526,678 3,009,048 3,063,952 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 NON-DEPARTMENTAL E-96 Police Department and Racial Equity in Policing Funding Commission on Racial Equity in Policing 0 100,000 120,000 Police Training 0 322,800 205,400 Police Department Social Worker Funding 0 2,411,727 822,719 FOF Police Department Social Worker Funding 0 139,390 589,390 Police Department Racial Equity in Policing 0 2,800,000 0 Racial Equity in Policing Commission Staff 0 0 190,000 Racial Equity in Policing Commission Peer Court 0 0 20,000 Racial Equity in Policing Holding Account 0 0 1,970,000 Police Department and Racial Equity in Policing Funding Total 0 5,773,917 3,917,509 Sales Tax Option: Housing Plan Transit Key Routes 4,149,723 0 4,500,000 On-Demand Ride Services 0 0 1,100,000 Transit Pass Analysis 20,033 0 0 Outreach New Routes 120,635 0 100,000 Bus Service Mobilization 0 0 1,101,319 Salary Negotiation Holding Account 0 0 1,613,986 Sales Tax Option: Housing Plan Total 4,290,391 0 8,415,305 General Fund Total 91,326,192 91,405,797 98,009,096 Special Revenue Fund Accounting CDBG Operating Funds 3,534,116 3,509,164 5,341,332 Downtown SID / CBID & Other 1,145,345 1,550,000 1,550,000 Salt Lake City Donation Fund 2,231,409 2,380,172 2,752,565 E911 Fund 4,033,127 3,789,270 4,056,856 Housing Loans and Trust 9,739,089 23,248,016 16,121,000 Miscellaneous Grants 12,661,999 8,261,044 16,937,971 Other Special Revenue 331,086 0 273,797 Total Special Revenue Fund Accounting 33,676,171 42,737,666 47,033,521 Debt Service Funds Debt Service Funds 114,881,731 37,519,401 30,850,423 Special Improvement District Funds 195,731 3,000 3,000 Total Debt Service Funds 115,077,461 37,522,401 30,853,423 Capital Projects Funds Capital Projects Fund 20,351,740 25,093,221 26,257,457 Impact Fees 11,359,049 0 0 Capital Projects Maintenance Fund 2,519,503 0 0 Total Capital Projects Funds 34,230,292 25,093,221 26,257,457 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 NON-DEPARTMENTAL E-97 Funding Sources FY 2019-20 Actuals FY 2020-21 Adopted Budget FY 2021-22 Recommended Budget General Fund 97,714,093 91,695,897 98,009,096 Special Improvement Districts Funds 195,731 3,000 3,000 Miscellaneous Special Service District Fund 1,145,345 1,550,000 1,550,000 Emergency 911 4,033,127 3,789,270 4,056,856 CDBG Operating Fund 3,534,116 3,509,164 5,341,332 Misc Grants Operating Funds 12,661,999 8,261,044 16,937,971 Salt Lake City Donation Fund 2,231,409 2,380,172 2,752,565 Other Special Revenue Funds 331,086 0 273,797 Housing Funds 9,739,089 23,248,016 16,121,000 Debt Service Funds 114,881,731 37,519,401 30,850,423 Capital Projects Fund 20,351,740 25,093,221 26,257,457 Impact Fees Fund 11,359,049 0 0 Capital Projects Maintenance Fund 2,519,503 0 0 Non Departmental Total 280,698,018 197,049,185 202,153,497 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 NON-DEPARTMENTAL E-98 Non-Departmental The Non-departmental portion of the budget provides a financial reporting and budgeting section to account for all General Fund monies transferred to other funds, grants, and other special revenue funds. It provides accounting for funds that do not programmatically belong to any particular City department. It includes an accounting of the City’s debt service and capital improvement programs. It is also used to monitor disbursements of monies for civic organizations that provide a service on behalf of Salt Lake City but are not legal entities of the City. Policy Issues Debt Service on Bonds -49,800 The proposed budget recommends changes to debt service including a $105,199 reduction on debt service on bonds and a $55,399 increase in ESCO debt costs. CIP Projects -1,684,106 The proposed budget recommends a decrease of $1,684,106 in CIP projects. For more detail please refer to the CIP section of the budget book. Contract for Animal Services 44,192 The amount required by the County for Animal Services will increase based on contract requirements. Municipal Elections (One-Time)275,000 The budget includes one-time funding to be used to contract with Salt Lake County to conduct municipal elections in 2021. Retirement Payouts 61,000 The budget includes additional funding toward covering an anticipated increase in the cost of retirement payouts. Council Identified - Underserved Neighborhoods & Communities of Color (Remove One-Time)-1,669,138 One-Time funding set aside to meet potential community needs is being removed from the budget. Fair Park International Market from Underserved Neighborhoods Holding Account 1,000,000 Funding has been set aside to assist with the Fair Park International Market to assist in the revitalization of the North Temple area. Fleet Replacement Fund 5,104,116 Increased funding is being recommended for fleet replacement. This will an approximately $160,000 general fund increase to be used for Fire emergency vehicles. Funding Our Future sales tax option funds will be used for two vehicles for Engineering, and approximately $5,000,000 Streets equipment, Fire apparatus replacement, and concrete maintenance equipment. Centralized Fleet Maintenance 315,600 The budget includes an increase in funding for the Fleet Divisions centralized fleet maintenance fund. Golf Fund Transfer 191,313 An increase in funding for Golf is being recommended. This increase includes a slight adjustment to the ESCO payment transfer, living wage and CCAC salary adjustments, and an increase to the Golf admin fee transfer. Information Management Services Fund Transfer 3,373,880 Funding is proposed to meet technology needs in the City. The funding will provide for the new City Employee Resource Planning (ERP) software as well as new support staff and increases in contractual and other supply costs. Risk Management Fund Transfer 82,734 The budget includes an increase in the amount transferred to the Risk Management Fund. Public Utilities Land Swap 200,000 The Public Utilities land swap payment was postponed during FY 2021. The budget reestablished the payment per the agreement the City entered into with Salt Lake County. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 NON-DEPARTMENTAL E-99 Redevelopment Agency Fund Transfer 594,707 The amount of tax revenue attributed to the RDA is anticipated to increase over what was budgeted for FY 2021. Based on the estimates, the budget adjusts the base amount to be transferred from the General Fund to the RDA Fund. The costs are offset directly by revenue. Boards and Commissions Honoraria 26,000 Funding is proposed to provide a stipend for those serving on Salt Lake City's boards and commissions. Salary Contingency 1,613,986 Funding has been set aside to cover future anticipated salary items. Salt Lake City Foundation 3,000 Funding is being recommended for overhead expenses for the Salt Lake City Foundation. Sugar House Park Authority 5,904 The budget includes funding for inflationary increases for the Sugar House Park Authority. World Trade Center Membership 50,000 Funding is being included for World Trade Center membership fees. Police Officer Training -117,400 Police Department training funds were transferred to Non-Departmental in FY 2021 to allow the newly created Commission on Racial Equity in Policing an opportunity to review police training. A portion of this was one-time funding that is now being reduced. Social Worker Program - Correcting Accounting Error -1,589,008 In the FY2021 budget funding for the Police Department Social Worker program was transferred to Non-Departmental. The transfer was doubled in error. The error was fixed in BA#7 in FY2021 and needs to be changed in the annual budget. Sales Tax Option: Increased Funding for Mental Health Responders 450,000 This funding is recommended to increase the co-responder model that allow police officers and social workers to work together in responding to cases. Racial Equity in Policing - Moved to Police Department -2,800,000 Funding moved from the Police department associated with the City's Racial Equity in Policing efforts is now being moved back from Non-Departmental to the Police department budget. Commission on Racial Equity in Policing 20,000 Funding is proposed to provide an annual honoraria for those serving on the Racial Equity in Policing and for additional administrative costs of the commission. Racial Equity in Policing Senior Staff Position 190,000 The REP Commission Senior Staff position will provide assistance to the Racial Equity in Policing Commission. The position will help facilitate the goals of the commission. The position will be housed in the Mayor's Office, but finding will be in Non Departmental. Racial Equity in Policing Peer Court Support 20,000 Funding is being recommended to help support the non-profit Peer Court that is addressing juvenile judiciary needs in the City. Racial Equity in Policing Holding Account 1,970,000 In the FY2021 budget $2.8 million was set aside for recommendations from the Commission on Racial Equity in Policing. The remaining funding is proposed to be held in a holding account to address additional recommendations from the commission.Sales Tax Option: Housing Plans - Moves and Reductions -3,050,000 Housing initiatives previously transferred to the Housing Trust Fund will be transferred to Community and Neighborhoods to ensure transparency and consistency with funding our future dollars. Sales Tax Option: Transit Plan - Key Routes -200,000 The amount previously funded for bus service operational costs was determined to be too high. The service will continue uninterrupted with this reduction in funding. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 NON-DEPARTMENTAL E-100 Sales Tax Option: Transit Plan - On-Demand Ride Services (Smaller Service Area)1,100,000 Funding for this pilot will provide on-demand service throughout the residential West Side giving residents corner-to-corner shared rides between home, neighborhood destinations, and fixed route transit stops. The service will be provided in partnership with UTA, and will be similar to UTA on Demand by Via service currently being piloted in southern Salt Lake County. The pilot could include electric vehicles in the fleet. Such a service would better serve West Side residents while also allowing for improvements in fixed route service, especially the planned 600 North / 500 East route. Sales Tax Option: Transit Plan - Bus Service Mobilization for 1000 North Bus Route 1,101,319 The budget includes funding for the startup costs for bus service along 1000 North / South Temple planned to launch in Aug. 2022, including UTA recruitment of operators and mechanics, hiring, training, route planning and testing; initial vehicle lease payments during training and testing. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 NON-DEPARTMENTAL E-101 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 NON-DEPARTMENTAL E-102 This page intentionally left blank STAFFING DOCUMENT This section reflects the official staffing document for FY 2021-22. The staffing document inventories individual positions and pay grade classifications within each division. It includes the total number of authorized positions and job classifications for each department by division and fund. The total number of all positions in the City is tallied on the initial summary page. Any change made to the City staffing document that increased costs but did not increase the number of positions was presented to the City Council for review. Any change in the total number of positions requires the approval of the City Council. The total numbers of positions are presented for the last two fiscal years (2019-20 and 2020-21), as well as the staffing level for FY 2021-22. Changes from the previous fiscal year’s budget are noted and explained in the column entitled Changes from FY 2020-21 to FY 2021-22. Changes are noted as follows: RECLASSIFICATIONS •If a reclassification resulted in a pay grade change only, the notation would be, for example, Changed to _________/from 29 •If a reclassification resulted in a change of title only, the notation would be, for example, Changed to _________/from Personnel Director. •If a reclassification resulted in a change of grade and title, the notation would be, for example, Changed to_________/from Personnel Director (29) REORGANIZATIONS •If a position or part of a position has been transferred to a different part of the organization the notation would be, for example, Transferred to_________/from Employee Services. •If a percentage of the position were transferred, the notation would be, for example, .25 Transferred to _________/from Employee Services. •If a position or percentage of a position were transferred to another department, the notation would be, for example, Transferred to Department of_________, Division of_________/from Employee Services. •There will be offsetting notations in the receiving area of the organization to explain from where the position or percentage of the position was transferred. MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-1 NEW POSITIONS •A position which has been added to the official staffing document in Fiscal Year 2021-22 is noted as New Position. ELIMINATED POSITIONS •A position which has been removed from the official staffing document for the FY 2021-22 is noted as Position eliminated. POSITION HELD VACANT •A position which is being held vacant in the official staffing document for the fiscal year 2021-22 is noted as Position held vacant. POSITION TITLE ABBREVIATIONS •H indicates an hourly position •PT indicates a part-time position •S indicates a seasonal position MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-2 STAFFING DOCUMENT SUMMARY COMPARISON OF FISCAL YEARS 2019-20 THROUGH 2021-22 Budget Budget Budget FY 21-22 DEPARTMENT 2019-20 2020-21 2021-2022 Variance GENERAL FUND Attorney's Office 50.25 50.25 57.25 7.00 City Council 35.00 35.00 35.00 0.00 911 Communications Bureau 100.00 100.00 108.00 8.00 Community and Neighborhood 204.00 204.00 172.00 (32.00) Economic Development 16.00 18.00 18.00 — Department of Finance 69.70 69.70 71.70 2.00 Fire 366.00 366.00 374.00 8.00 Human Resources 22.05 21.20 26.05 4.85 Justice Courts 44.00 42.00 42.00 — Mayor's Office 24.00 26.00 30.00 4.00 Police 711.00 711.00 714.00 3.00 Public Lands ——118.35 118.35 Public Services 341.35 329.35 249.00 (80.35) Non-Departmental 0.00 0.00 0.00 0.00 GENERAL FUND TOTAL 1983.35 1972.50 2015.35 42.85 ENTERPRISE FUNDS Airport 563.80 610.80 610.80 0.00 Golf 34.65 34.65 33.65 (1.00) Public Utilities 427.00 435.00 452.00 17.00 Sustainability 63.00 63.00 63.00 0.00 ENTERPRISE FUND TOTAL 1088.45 1143.45 1159.45 16.00 INTERNAL SERVICE AND OTHER FUNDS Information Mgmt Svcs 71.00 69.00 84.00 15.00 Fleet Management 45.00 45.00 45.00 0.00 Government Immunity 8.50 8.50 9.00 0.50 Risk Management 6.25 6.10 7.45 1.35 Transportation Fund 3.00 3.00 3.00 0.00 INTERNAL SERVICE & OTHER FUND TOTAL 133.75 131.60 148.45 16.85 REDEVELOPMENT AGENCY 19.00 32.00 32.00 0.00 TOTAL POSITIONS 3224.55 3279.55 3355.25 75.70 TOTAL GRANT FUNDED POSITIONS 0.00 1.00 27.00 26.00 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-3 OFFICE OF THE CITY COUNCIL City Council Council Person xxx 7.00 7.00 7.00 Executive Director 41 1.00 1.00 1.00 Deputy Director-City Council 39 1.00 1.00 1.00 Senior Advisor City Council 37 1.00 1.00 1.00 Associate Deputy Director -Council 37 1.00 1.00 1.00 Senior Public Policy Analyst 33 2.00 2.00 2.00 Operations Mgr/Mentor 31 0.00 0.00 1.00 Changed from Community Facilitator Community Facilitator 31 1.00 1.00 0.00 Changed to Operations Mgr/Mentor Public Policy Analyst II 31 3.00 3.00 3.00 Council Office Communication Director 31 1.00 1.00 1.00 Policy Analyst 31 1.00 1.00 1.00 Policy Analyst/Public Engagement 28 3.00 2.00 2.00 Public Engage/Comm Specialist II 28 0.00 1.00 1.00 Constituent Liaison/Public Policy Analyst 27 2.00 2.00 2.00 Public Engagement & Comm Special 26 0.00 2.00 2.00 Constituent Liaison 26 3.00 2.00 2.00 Assistant to Council Executive Director 25 1.00 1.00 1.00 Council Admin Asst 24 5.00 5.00 5.00 RPT Council Staff Asst 26 2.00 1.00 1.00 CITY COUNCIL TOTAL 35.00 35.00 35.00 OFFICE OF THE MAYOR City Administration Mayor xxx 1.00 1.00 1.00 Chief of Staff 41 1.00 1.00 1.00 Chief Administrative Officer 41 0.00 1.00 1.00 Deputy Chief of Staff 39 1.00 1.00 1.00 Senior Advisor 39 4.00 3.00 3.00 Communications Director 39 1.00 1.00 1.00 Communications Deputy Director 30 1.00 1.00 1.00 Policy Advisor 29 1.00 2.00 2.00 REP Commission Senior Staff Position 29 0.00 0.00 1.00 New Position Associate Director of Community Empowerment 28 1.00 0.00 0.00 Community Liaison 26 3.00 5.00 5.00 ADA & Equity Program Coordinators 26 0.00 0.00 2.00 Transferred from Community & Neighborhood Dept. Consumer Protection Analyst 16 0.00 0.00 1.00 Transferred from Finance Dept. Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-4 Executive Assistant 24 4.00 5.00 5.00 Office Manager Mayor's Office 24 1.00 1.00 1.00 Community Outreach Sp & E Coord 24 0.00 0.00 1.00 Changed from Census Coordinator (23) Census Coordinator 23 1.00 1.00 0.00 Changed to Community Outreach Sp & E Coord (24) Communication & Content Mgr 21 1.00 1.00 1.00 Administrative Assistant 19 2.00 2.00 2.00 Front Office Clerk 19 1.00 0.00 0.00 City Administration Total 24.00 26.00 30.00 OFFICE OF THE MAYOR TOTAL 24.00 26.00 30.00 911 COMMUNICATIONS BUREAU 911 Dispatch Director 38 1.00 1.00 1.00 911 Dispatch Deputy Director 29 1.00 1.00 1.00 911 Dispatch Operations Mgr 26 2.00 2.00 2.00 911 Dispatch Supervisor 24 10.00 10.00 10.00 911 Dispatch Dispatcher I-III 14-18 82.00 82.00 90.00 8 New Positions 911 Dispatch Dispatcher I-III Unfunded 14-18 3.00 3.00 3.00 Office Facilitator II 19 1.00 1.00 1.00 911 COMMUNICATIONS BUREAU TOTAL 100.00 100.00 108.00 DEPARTMENT OF AIRPORTS Office of the Executive Director Executive Director 41 1.00 1.00 1.00 ORAT Director 39 1.00 1.00 1.00 Administrative Assistant -Appointed 24 1.00 1.00 1.00 Airport Construction Coordinator 18 1.00 1.00 1.00 Administrative Secretary 18 1.00 1.00 1.00 Office Technician II 15 0.00 1.00 1.00 Executive Director's Office Total 5.00 6.00 6.00 Public Relations Division Director Airport Public Relations & Marketing 38 1.00 1.00 1.00 Air Service Development Manager 31 0.00 0.00 1.00 Changed from Senior Manager Air Services Development Senior Manager Air Services Development 31 1.00 1.00 0.00 Changed to Air Service Development Manager Airport Communication Manager 30 0.00 0.00 1.00 Changed from Airport Community Outreach Manager Airport Community Outreach Manager 30 1.00 1.00 0.00 Changed to Airport Communication Manager Airport Communication Coordinator 25 0.00 0.00 1.00 Changed from Airport Public Relations Manager Airport Public Relations Manager 30 1.00 1.00 0.00 Changed to Airport Communication Coordinator Public Relations Total 4.00 4.00 4.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-5 Planning and Environmental Division Director of Airport Plan/Cap Program 39 1.00 1.00 1.00 Airport Environmental Program Manager 33 1.00 1.00 1.00 Airport Senior Planner 30 2.00 2.00 3.00 1 changed from Airport Principal Planner Airport Principal Planner 27 1.00 1.00 0.00 Changed to Airport Senior Planner Airport Senior Environmental Sustainability Coordinator 31 0.00 0.00 1.00 Changed from Airport Environmental Sustainability Coordinator Airport Environmental Sustainability Coord 26 1.00 1.00 0.00 Changed to Senior Airport Environmental Sustainability Coordinator Airport Planning Programs Coordinator 25 0.00 0.00 1.00 Changed from Associate Planner Associate Planner 24 1.00 1.00 0.00 Changed to Airport Planning Programs Coordinator Environmental Specialist II 26 0.00 0.00 1.00 Changed from Environmental Specialist I Environmental Specialist I 23 1.00 1.00 0.00 Changed to Environmental Specialist II Office Facilitator II 19 1.00 1.00 1.00 Planning & Environmental Total 9.00 9.00 9.00 Finance and Accounting Division Director of Finance and Accounting 39 1.00 1.00 1.00 Airport Controller 37 1.00 1.00 1.00 Airport Finance Manager 37 2.00 1.00 1.00 Construction Finance Manager 33 0.00 1.00 1.00 Financial Analyst IV 32 1.00 1.00 1.00 Financial Analyst III 29 1.00 1.00 1.00 Auditor III 28 1.00 1.00 1.00 Auditor II 23 0.00 0.00 1.00 Changed from Accountant I Warehouse Supervisor 24 1.00 0.00 0.00 Accountant III 27 5.00 5.00 5.00 Accountant II 21 3.00 3.00 3.00 Airport Procurement Specialist 21 1.00 0.00 0.00 Accountant I 18 1.00 1.00 0.00 Changed to Auditor II Senior Warehouse Operator 15 2.00 0.00 0.00 Warehouse Sup Worker-Airport 14 2.00 0.00 0.00 Part-Time/Accounting Intern 0.50 0.50 0.50 Finance and Accounting Total 22.50 16.50 16.50 Maintenance Division Director of Maintenance 39 1.00 1.00 1.00 Assistant Maintenance Director 36 0.00 0.00 4.00 3 changed from Airport Maintenance Superintendent, 1 changed from Technical Systems Program Mgr Airport Maintenance Operations Superintendent 34 1.00 1.00 0.00 Changed to Assistant Maintenance Director Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-6 Airport Fleet Manager 33 1.00 1.00 1.00 Airport Maintenance Superintendent 32 2.00 2.00 0.00 Changed to Assistant Maintenance Director Aviation Services Manager 31 1.00 1.00 2.00 1 changed from Facilities Maintenance Contract Coordinator Airport Maintenance Ops Support Mgr 31 1.00 1.00 1.00 Airport Facilities Assets Manager 31 1.00 1.00 1.00 Airport Maintenance Manager 31 3.00 3.00 3.00 Facilities Maint Warranty/Commission Mgr 30 1.00 1.00 1.00 Technical Systems Program Mgr 29 2.00 3.00 2.00 1 changed to Assistant Maintenance Director Tech Systems Analyst IV 28 0.00 0.00 1.00 Changed from Maintenance Electrician I (Apprentice) Computer Maint Mgmt Systems Administrator 29 0.00 0.00 1.00 Changed from Computer Maint Systems Supervisor Computer Maint Systems Supervisor 29 1.00 1.00 0.00 Changed to Computer Maint Mgmt Systems Administrator Airport Fleet/Warehouse Operations Manager 27 1.00 1.00 1.00 Facility Maintenance Contract Administrator 27 1.00 1.00 1.00 Senior Facility Maint Supervisor 27 2.00 3.00 3.00 Senior Airport Grounds/Pavement Supervisor 27 4.00 4.00 4.00 Plant Coordinator Supervisor 27 1.00 1.00 0.00 Changed to Airport Maintenance Supervisor Aviation Srvs Tech Sys Adm 27 1.00 1.00 1.00 Civil Maint Warranty 26 1.00 1.00 1.00 Facility Maintenance Manager 26 2.00 2.00 0.00 Changed to Facility Maintenance Coordinator HVAC Specialist 25 1.00 1.00 1.00 Fleet Management Services Supervisor 25 4.00 4.00 4.00 Facility Maint Supervisor 25 21.00 21.00 13.00 8 changed to Airport Maintenance Supervisor Airport Signs Graphic Design Supervisor 25 1.00 1.00 1.00 Facility Maintenance Coordinator 25 21.00 21.00 25.00 2 changed from Facility Maintenance Manager, 2 from Facilities Contract Compliance Specialist Airport Maintenance Supervisor 25 0.00 1.00 10.00 8 FTE's changed from Facility Maint Supervisor, 1 from Plant Coordinator Supervisor Electronic Security Technician 24 14.00 14.00 12.00 2 changed to Airfield Maintenance Electrician Management Analyst 24 1.00 1.00 1.00 Warehouse Supervisor 24 0.00 1.00 1.00 Airport Grounds/Pavement Super 23 1.00 1.00 1.00 Facility Maintenance Contract Coordinator 22 1.00 1.00 0.00 Changed to Aviation Services Manager Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-7 Facility Support Coordinator 26 0.00 0.00 4.00 2 changed from Painter II, 2 changed from General Maintenance Worker Maintenance Electrician IV 22 20.00 22.00 3.00 19 changed to Airfield Maintenance Electrician Airfield Maintenance Electrician 25 0.00 0.00 21.00 19 changed from Maintenance Electrician IV, 2 changed from Electronic Security Technician Airfield Electrical Supervisor 27 0.00 0.00 4.00 3 changed from Carpenter II, 1 moved from Operations - Paging Operator HVAC Tech II 21 8.00 8.00 8.00 Airport Lead Sign Technician 21 3.00 3.00 3.00 Senior Fleet Mechanic 21 4.00 6.00 5.00 1changed to Fleet Mechanic II Plumber II 21 1.00 1.00 0.00 Changed to Airport Budget & Special Projects Airport Procurement Specialist 21 0.00 1.00 0.00 Changed to Senior Warehouse Operator Airport Budget & Special Projects Coordinator 20 1.00 1.00 2.00 Changed from Plumber II Airport Maintenance Mechanic II 20 6.00 0.00 0.00 Airfield Maint. Equip. Operator IV 20 23.00 23.00 23.00 Airport Lighting & Sign Technician 20 3.00 5.00 5.00 Carpenter II 20 7.00 9.00 6.00 3 changed to Airfield Electrical Supervisor General Maintenance Worker 20 2.00 8.00 6.00 2 changed to Facility Support Coordinator Fleet Body Repair and Painter 20 1.00 1.00 1.00 Fleet Mechanic I/II 20 19.00 19.00 20.00 1 changed Senior Fleet Mechanic Painter II 20 5.00 7.00 5.00 2 changed to Facility Support Coordinator Office Facilitator I/II 19 1.00 1.00 1.00 Facilities Contract Compliance Specialist 19 0.00 8.00 6.00 2 changed to Facility Maintenance Coordinator Facility Maint. Contract Repair Senior Repair Technician 19 2.00 0.00 0.00 Facility Maint Contract Repair Tech II 19 3.00 0.00 0.00 Senior Florist 18 1.00 1.00 1.00 Airfield Maint. Equipment Oper III 18 61.00 66.00 66.00 Maintenance Electrician I (Apprentice)17 1.00 1.00 0.00 Changed to Tech Systems Analyst IV Senior Warehouse Operator 15 0.00 2.00 4.00 1 changed from Warehouse Sup Worker-Airport & 1 changed from Airport Procurement Specialist Warehouse Sup Worker-Airport 14 0.00 2.00 1.00 1 changed to Senior Warehouse Operator Fleet Services Worker 15 1.00 1.00 1.00 Intern 0.50 0.50 0.50 Maintenance Division Total 266.50 293.50 294.50 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-8 Engineering Division Director - Airport Engineering 39 1.00 1.00 1.00 Engineer VII 36 2.00 2.00 2.00 Airport Architect 36 1.00 1.00 1.00 Senior Engineer Project Manager 34 1.00 1.00 1.00 Airport Senior Architectural Manager 34 1.00 1.00 1.00 Engineer VI 34 2.00 2.00 2.00 Senior Architect 33 1.00 1.00 1.00 Geographic Information System Mgr 33 1.00 1.00 1.00 Engineer V 33 1.00 1.00 1.00 Airport Surveyor 30 1.00 1.00 1.00 Engineering Construction Program Manager 29 1.00 1.00 1.00 Construction Manager 27 3.00 3.00 3.00 Engineering Tech VI 27 2.00 2.00 2.00 GIS Programmer Analyst 27 2.00 2.00 2.00 Engineering Tech V 24 3.00 3.00 3.00 Architectural Associate IV 24 1.00 1.00 1.00 Engineering Tech IV 23 1.00 1.00 1.00 Airport Construction Project Coordinator 23 1.00 1.00 1.00 Project Coordinator III 22 2.00 2.00 2.00 Airport Field Technician 22 1.00 1.00 1.00 Engineering Records Program Specialist 20 1.00 1.00 1.00 Office Facilitator I 18 1.00 1.00 1.00 Engineering Division Total 31.00 31.00 31.00 Operations Division Chief Operating Officer 39 0.00 1.00 1.00 Director of Airport Operations 39 1.00 1.00 1.00 Assistant Operations Director 38 0.00 0.00 3.00 3 changed from Airport Operations - Superintendent Airport Operations Superintendent - Security Comm 35 1.00 1.00 0.00 Changed to Assistant Operations Director Airport Operations Superintendent - Landside 35 1.00 1.00 0.00 Changed to Assistant Operations Director Airport Operations Superintendent - Terminals 35 1.00 1.00 0.00 Changed to Assistant Operations Director Airport Operations Manager - Ground Transportation 31 1.00 1.00 1.00 Airport Operations Manager / Parking 31 1.00 1.00 1.00 Airport Operations Manager - Airfield 29 16.00 16.00 14.00 1 changed to Airport Operations Manager - Terminals, 1 changed to Airport Operations Manager - Customer Service Airport Operations Manager Airfield/FBO 29 1.00 1.00 1.00 Airport Operations Manager - Terminals 29 1.00 1.00 2.00 Changed from Airport Operations Manager - Airfield Airport Operations Manager -Safety 29 1.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-9 Airport Operations Manager - Security 29 1.00 1.00 1.00 Airport Operations Manager / Communications 29 1.00 1.00 1.00 Airport Operations Manager - Customer Service 29 0.00 0.00 1.00 Changed from Airport Operations Manager - Airfield Airport Customer Service Supervisor 23 0.00 0.00 1.00 Changed from Airport Operations Supervisor - Airfield Airport Training Coordinator 26 0.00 1.00 1.00 Safety Program Coordinator 26 1.00 1.00 3.00 1 changed from Airport Landside Operations Supervisor, 1 changed from Airport Operations Specialist - Airfield Airport Operations Supervisor - Airfield 25 1.00 1.00 0.00 Changed to Airport Customer Service Supervisor Airport Landside Operations Supervisor 25 13.00 13.00 12.00 Changed to Safety Program Coordinator Airport Operations Duty Agent Supervisor 25 0.00 1.00 1.00 Airport Operations Supervisor / Access Control 25 1.00 1.00 1.00 Airport Operations Access Control Coordinator 23 0.00 0.00 1.00 Changed from Airport Landside Operations Officer Management Analyst 24 1.00 1.00 1.00 Office Facilitator II 19 0.00 0.00 1.00 Changed from Senior Secretary Airport Operations Supervisor / Communications 24 5.00 5.00 5.00 Airport Operations Training Supervisor Communications 24 1.00 1.00 1.00 Engagement Coordinator 24 1.00 1.00 1.00 Airport Operations Specialists - Airfield 23 22.00 22.00 21.00 Changed to Safety Program Coordinator Airport Operations Specialists - Terminal 23 25.00 25.00 25.00 Airport Operations Customer Service Representative 23 1.00 1.00 2.00 Changed from Senior Secretary Airport Operations Agent - FBO 23 6.00 6.00 6.00 Airport Operations Duty Agent 23 0.00 14.00 14.00 Employment Services Coordinator 21 1.00 2.00 1.00 Changed to Airport Operations Coordinator Airport Commercial Vehicle Ins 18 3.00 3.00 3.00 Airport Landside Operations Officer 18 37.00 37.00 36.00 Changed to Airport Operations Access Control Coord Air Operations Security Spec 17 2.00 2.00 2.00 Airport Operations Lead Coordinator 17 4.00 4.00 4.00 Airport Operations Coordinator 16 0.00 0.00 14.00 8 changed from Airport Operations Coord II, 5 changed from Airport Operations Coord I, 1 changed from Employment Services Coordinator Airport Operations Coord II 16 8.00 8.00 0.00 Changed to Airport Operations Coordinator Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-10 Senior Secretary 15 3.00 3.00 0.00 Changed to Office Facilitator II, Airport Operations Customer Service Rep, Part-Time Operations Intern Access Control Specialist 15 5.00 7.00 7.00 Office Technician II 15 0.00 1.00 1.00 Airport Operations Coord I 14 5.00 5.00 0.00 Changed to Airport Operations Coordinator Paging Operator 10 1.00 1.00 0.00 Moved to Maintenance - Airfield Electrical Sup Part-Time Operations Technician 1.50 1.50 2.50 Changed from Senior Secretary Part-Time Operations Intern 1.00 1.00 1.00 Regular Part-Time/Paging Operator 10 0.30 0.30 0.30 Operations Division Total 176.80 197.80 196.80 Commercial Services Division Director Administration and Commercial Services 39 1.00 1.00 1.00 Commercial Manager Airport 35 1.00 1.00 1.00 Contracts & Procurement Manager 35 1.00 1.00 1.00 Property & Real Estate Manager 35 1.00 1.00 1.00 Business Development Manager 32 1.00 1.00 1.00 Airport Tenant Relations Coordinator 27 1.00 1.00 1.00 Airport Property Specialist II 27 1.00 1.00 3.00 1 changed from Airport Property Specialist I, 1 changed from Contracts Specialist II Airport Contract Specialist I 27 1.00 2.00 2.00 Commercial Program Specialist 27 0.00 1.00 1.00 Airport Contracts Specialist II 26 1.00 1.00 0.00 Changed to Airport Property Specialist II Airport Risk Manager 29 0.00 0.00 1.00 Changed from Airport Risk Management Coordinator Airport Risk Management Coordinator 24 1.00 1.00 0.00 Changed to Airport Risk Manager Airport Property Specialist I 24 2.00 2.00 1.00 Changed to Airport Property Specialist II Admin Assistant / GRAMA Coord 22 1.00 1.00 1.00 Administrative Secretary II 21 0.00 0.00 1.00 Changed from Administrative Secretary Administrative Secretary 18 1.00 1.00 0.00 Changed to Administrative Secretary II Commercial Services Division Total 14.00 16.00 16.00 Information Technology Services Division Airport Information Management Services Director 39 1.00 1.00 1.00 Airport Information Technology Manager 36 1.00 1.00 1.00 Airport Special Systems Manager 36 0.00 0.00 1.00 Changed from Airport Tech Systems Superintendent Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-11 Airport Tech Systems Superintendent 36 1.00 1.00 0.00 Changed to Airport Special Systems Manager Software Engineer III 34 1.00 1.00 1.00 Network Engineering Team Manager 34 0.00 0.00 1.00 Changed from Network System Engineer II Network System Engineer III 33 1.00 1.00 3.00 2 changed from Network System Engineer II Network System Engineer II 31 4.00 4.00 1.00 2 changed to Network System Engineer III, 1 FTE changed to Network Engineering Team Manager Software Support Admin II 30 1.00 1.00 1.00 Technical System Program Manager 29 3.00 3.00 3.00 Network Support Team Manager 29 1.00 1.00 1.00 Network Support Administrator III 27 8.00 8.00 7.00 Changed to Network Support Administrator II Technical Systems Analyst IV 27 1.00 1.00 1.00 Technical Systems Analyst III 26 1.00 1.00 0.00 Changed to Technical Systems Analyst II Network Support Administrator II 25 8.00 9.00 10.00 Changed from Network Support Administrator III Technical Systems Analyst II 24 1.00 2.00 3.00 Changed from Technical Systems Analyst III Network Support Administrator I 23 2.00 2.00 2.00 Information Technology Services Division Total 35.00 37.00 37.00 SLC DEPT OF AIRPORTS TOTAL 563.80 610.80 610.80 OFFICE OF THE CITY ATTORNEY Office of City Attorney City Attorney 42 1.00 1.00 1.00 Office Manager 21 1.00 1.00 1.00 Office of City Attorney Total 2.00 2.00 2.00 Legal Support General Fund Deputy City Attorney 41 1.00 1.00 1.00 Division Chief Senior City Attorney 0.00 0.00 2.00 2 changed from Senior City Attorney Senior City Attorney 39 9.50 9.50 8.50 1 New Position BA#5, 2 changed to Division Chief Senior City Attorney Assistant City Attorney 34 0.50 0.50 0.50 First Assistant City Prosecutor 34 2.00 2.00 2.00 Assistant City Prosecutor 29 3.00 3.00 3.00 1 changed from Associate City Prosecutor Associate City Prosecutor 26 9.00 9.00 12.00 3 New Positions; 1 changed to Assistant City Prosecutor Paralegal 21 4.50 4.50 4.50 Prosecutor Law Office Manager 21 1.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-12 Legal Secretary III 18 1.00 1.00 3.00 New Position BA#5, 1 changed from Government Immunity Senior Prosecutor Assistant 17 3.00 3.00 6.00 3 changed from Prosecutor Assistant Prosecutor Assistant 16 7.00 7.00 4.00 3 changed to Senior Prosecutor Assistant Legal Support Total 41.50 41.50 47.50 City Recorder City Recorder 33 1.00 1.00 1.00 Asst City Recorder Operations 26 1.00 1.00 0.00 1 changed to Minutes and Records Clerk Asst City Recorder Records Spec 26 1.00 1.00 0.00 1 changed to Minutes and Records Clerk Minutes and Records Clerk 19 0.00 0.00 2.00 1 changed from Asst City Recorder Operations; 1 changed from Asst City Recorder Records Spec. Deputy Recorder 26 2.00 2.00 3.00 1 New Position BA#5, changed from grade 19 to 26 Senior Records Technician 18 1.00 1.00 0.00 1 changed to Associate Records Technician Associate Records Technician 18 1.00 1 changed from Senior Records TechnicianRPT/Records Clerk 0 0.75 0.75 0.75 City Recorder Total 6.75 6.75 7.75 Risk Management Fund Risk Manager 34 1.00 1.00 1.00 Risk Management Specialist 24 1.00 1.00 1.00 Office Facilitator I 18 0.00 0.00 0.50 New Position Subtotal of Risk Mgmt Fund 2.00 2.00 2.50 Governmental Immunity Fund Division Chief Senior City Attorney 0.00 0.00 1.00 Changed from Senior City Attorney Senior City Attorney 39 3.50 3.50 3.50 1 New Position BA#5, 1 changed to Division Chief Assistant City Attorney 34 0.50 0.50 0.50 Claims Adjuster 24 0.00 1.00 1.00 Legal Secretary III 18 1.00 1.00 0.00 1 moved to general fund Claims Specialist 15 1.00 0.00 0.00 Paralegal 21 2.50 2.50 2.50 Office Facilitator I 18 0.00 0.00 0.50 New Position Subtotal of Gov Imm Fund 8.50 8.50 9.00 CITY ATTORNEY TOTAL 60.75 60.75 68.75 General Fund 50.25 50.25 57.25 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-13 Risk Management Fund 2.00 2.00 2.50 Governmental Immunity Fund 8.50 8.50 9.00 DEPARTMENT OF COMMUNITY AND NEIGHBORHOODS CAN Admin Office of the Director CAN Admin Office of the Director CAN Director 41 1.00 1.00 1.00 CAN Deputy Director 37 1.00 1.00 2.00 1 New Position CAN Financial & Administrative Services Dir 34 1.00 1.00 1.00 CARES Policy and Program Manager 32 1.00 2.00 1.00 1 Transferred to Engineering Civic Engagement Mngr, Spec, Asst 21-31 0.00 4.00 0.00 4 Transferred to IMS Innovations Team Civic Engagement Innovations Manager 32 1.00 0.00 0.00 CARES Real Property Mngr, Agent, Spec 21-31 1.00 4.00 4.00 CIP Manager, Specialist 25-31 0.00 2.00 2.00 CARES Capital Asset Division Manager 31 1.00 0.00 0.00 Civic Engagement Manager 31 1.00 0.00 0.00 CARES Real Property Agent 26 2.00 0.00 0.00 ADA & Equity Program Coordinators 26 0.00 2.00 0.00 2 Transferred to the Mayor's Office ADA Community Liaison 26 1.00 0.00 0.00 Cares Capital Improv Program Specialist 25 1.00 0.00 0.00 Civic Engagement Program Spec 24 2.00 0.00 0.00 Small Business Loan Officer 24 1.00 0.00 0.00 Administrative Assistant 25 1.00 1.00 1.00 Special Projects Assistant 21 1.00 0.00 0.00 CARES Office Facilitator 18-19 1.00 0.00 0.00 CAN Admin Office of Director Total 18.00 18.00 12.00 Building Services Building Official 35 1.00 1.00 1.00 Building Serv & Licensing Manager 32 3.00 3.00 3.00 Development Review Spvr, Sr, Planner I-III 25-30 0.00 8.00 1.00 7 Transferred to Planning Development Review Supervisor 30 2.00 0.00 0.00 Economic Dev Business Coord 29 1.00 1.00 1.00 Plans Examiner Sr, Chief, I-III 25-29 0.00 10.00 10.00 Building Inspector Sr, I-III 19-29 0.00 22.00 22.00 Civil Enforcement Spvr, Insp, Officer I-III 17-29 0.00 9.00 9.00 Housing/Zoning Specialist 29 1.00 0.00 0.00 Senior Building Inspector 29 1.00 0.00 0.00 Chief Plans Examiner 29 1.00 0.00 0.00 Senior Plans Examiner 29 1.00 0.00 0.00 Senior Housing/Zoning Inspector 27 1.00 0.00 0.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-14 Sr. Development Review Planner 27 2.00 0.00 0.00 Housing/Zoning Legal Investigator 27 1.00 1.00 1.00 Building Inspector I-III 19-27 21.00 0.00 0.00 Fire Protection Engineer 29 2.00 1.00 1.00 Development Review Planner I- II 25 4.00 0.00 0.00 Plans Examiner I-II 25 6.00 0.00 0.00 Review Processor Supervisor 21 1.00 0.00 0.00 Office Facilitator II 19 2.00 0.00 0.00 Civil Enforcement Officer I- II 17-19 8.00 0.00 0.00 Office Facilitator I 18 1.00 0.00 0.00 Permit Processor I-II 14-16 4.00 5.00 5.00 Office Facilitator I-III, Sr Secretary 15-19 0.00 5.00 5.00 Senior Secretary 15 1.00 0.00 0.00 Office Technician II 15 1.00 0.00 0.00 Building Services Total 66.00 66.00 59.00 Engineering City Engineer 39 1.00 1.00 0.00 1 Transferred to PS Deputy City Engineer 36 0.00 1.00 0.00 1 Transferred to PS Engineer II-VII 27-36 13.00 12.00 0.00 12 Transferred to PS Architect City, Sr, Mngr, III 29-36 0.00 4.00 0.00 4 Transferred to PS GIS Mngr, Coord, Anaylst, Spec 24-33 0.00 7.00 0.00 2 Transferred to IMS, 5 Transferred to PS Survey City, Prof Land 26-30 0.00 3.00 0.00 3 Transferred to PS City Architect 36 1.00 0.00 0.00 GIS Manager 33 1.00 0.00 0.00 Senior Architect 33 1.00 0.00 0.00 Financial Analyst IV 32 1.00 0.00 0.00 GIS Systems Coordinator 30 1.00 0.00 0.00 City Surveyor 30 1.00 0.00 0.00 Landscape Architect III 29 2.00 0.00 0.00 Financial Analyst III 29 0.00 1.00 0.00 1 Transferred to Y&F Engineering Const Program Project Manager 29 3.00 3.00 0.00 3 Transferred to PS Pub Way Concrete/Pave Manager 27 1.00 0.00 0.00 Engineering Technician IV-VI 23-27 8.00 9.00 0.00 9 Transferred to PS GIS Programmer Analyst 27 2.00 0.00 0.00 Professional Land Surveyor/GIS Specialist 26 2.00 0.00 0.00 Engineering Support Services Manager 25 1.00 1.00 0.00 1 Transferred to PS GIS Specialist 24 2.00 0.00 0.00 Civic Engagement Program Spec 24 1.00 1.00 0.00 1 Transferred to PS GIS Tech II 23 1.00 0.00 0.00 Office Facilitator I-II 18-19 2.00 2.00 0.00 2 Transferred to PS Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-15 Eng Info and Records Spec 20 1.00 1.00 0.00 1 Transferred to PS Engineering Total 46.00 46.00 0.00 Housing & Neighborhood Development Director, HAND 35 1.00 1.00 1.00 Deputy Director HAND 33 1.00 1.00 1.00 HAND Policy and Prog Manager, Spec 26-32 0.00 5.00 5.00 Housing Program Manager 29 2.00 0.00 0.00 Homeless Manager, Coord 26-29 0.00 2.00 2.00 Homeless Manager 29 1.00 0.00 0.00 HAND Project Policy 29 1.00 0.00 0.00 Accountant III 27 1.00 1.00 1.00 Principal Planner 27 1.00 1.00 1.00 Project Manager Housing 27 1.00 0.00 0.00 Homeless Strategies & Outreach 26 1.00 0.00 0.00 Housing Dev Programs Specialist 26 1.00 0.00 0.00 Community Dev Grant Admin 26 2.00 3.00 3.00 CD Programs & Grant Specialist 25 1.00 0.00 0.00 Housing Rehab Spec, Officer I-II 22-25 0.00 5.00 5.00 Housing Rehab Specialist 25 2.00 0.00 0.00 Housing & Rehab Loan Officer 24 1.00 0.00 0.00 Housing Rehab Specialist I-II 22-23 2.00 0.00 0.00 Housing Loan Administrator 21 1.00 1.00 1.00 Office Facilitator I-II 18-19 1.00 1.00 2.00 1 New Position Housing & Neighborhood Dev Total 21.00 21.00 22.00 Planning Planning Director 37 1.00 1.00 1.00 Assistant Planning Director 35 1.00 1.00 1.00 Planning Manager 33 3.00 3.00 3.00 Planning Programs Supervisor 31 1.00 1.00 1.00 Development Review Spvr, Sr, Planner I-III 25-30 0.00 0.00 7.00 7 Transferred from Building Services Planner Senior, Principal, Assoc 24-28 0.00 21.00 21.00 Senior Planner 28 8.00 0.00 0.00 Urban Designer 28 1.00 0.00 0.00 Principal Planner 27 10.00 0.00 0.00 Associate Planner 24 2.00 0.00 0.00 Administrative Secretary 18 2.00 2.00 2.00 Graphic Design Tech 15 1.00 1.00 1.00 Planning Total 30.00 30.00 37.00 Transportation Director of Transportation Planning 35 1.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-16 Deputy Director of Transportation 36 1.00 1.00 1.00 Engineer II-VII 36 6.00 7.00 7.00 Transportation Program Manager 33 3.00 2.00 2.00 Transit Program Planner I-III 25.28 6.00 7.00 7.00 Traffic Control Center Super, Oper I-II 23-26 0.00 2.00 2.00 Traffic Control Center Super 26 1.00 0.00 0.00 Special Projects Analyst 24 1.00 0.00 0.00 Traffic Tech I-II 23 4.00 4.00 4.00 Traffic Control Center Oper I-II 23 0.00 0.00 0.00 Traffic Control Center I 21 1.00 0.00 0.00 Office Facilitator II, Tech 15-19 1.00 2.00 2.00 Office Technician I 12 1.00 0.00 0.00 Transportation Total 26.00 26.00 26.00 Youth & Family Division Youth & Family Div Director 35 0.00 0.00 1.00 1 Transferred from PS Associate Director Youth City 29 0.00 0.00 2.00 2 Transferred from PS Financial Analyst III 29 0.00 0.00 1.00 1 Transferred from Engineering Senior Community Programs Manager 26 0.00 0.00 1.00 1 Transferred from PS Community Programs Manager 24 0.00 0.00 7.00 7 Transferred from PS Events Coordinator Sorenson 21 0.00 0.00 1.00 1 Transferred from PS Office Facilitator II 19 0.00 0.00 1.00 1 Transferred from PS Office Tech II 15 0.00 0.00 1.00 1 Transferred from PS Program Assistant 14 0.00 0.00 4.00 4 Transferred from PS Youth City Coordinator 10 0.00 0.00 0.00 Youth & Family Total 0.00 0.00 19.00 COMMUNITY & NEIGHBORHOOD TOTAL 207.00 207.00 175.00 General Fund 204.00 204.00 172.00 1/4 Cent Transportation Fund 3.00 3.00 3.00 ECONOMIC DEVELOPMENT Economic Development Economic Development Director 41 1.00 1.00 1.00 Economic Development Deputy Director 37 1.00 1.00 1.00 Technology & Innovation Strategic Ind Advisor 34 0.00 1.00 1.00 Changed from 29 to 34 Director of Business Development 32 0.00 1.00 1.00 Changed from from 29 to 32. Economic Development Manager 29 5.00 4.00 4.00 ED Project Coordinator 25 2.00 3.00 3.00 Office Manager 21 1.00 1.00 1.00 Economic Development Total 10.00 12.00 12.00 Arts Council Arts Council Executive Director 32 1.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-17 Arts Council Assistant Director 29 1.00 1.00 1.00 Changed from 27 to 29 Arts Council Program Coordinator 25 2.00 2.00 2.00 Public Art Program Manager 25 1.00 1.00 1.00 Office Facilitator I 18 1.00 1.00 1.00 Arts Council Total 6.00 6.00 6.00 ECONOMIC DEVELOPMENT TOTAL 16.00 18.00 18.00 REDEVELOPMENT AGENCY Redevelopment Agency Chief Operating Officer 41 1.00 1.00 1.00 Deputy Chief Operating Officer 37 1.00 1.00 1.00 Senior Project Manager 33 2.00 2.00 2.00 Financial Analyst III 29 0.00 0.00 1.00 Project Manager 29 7.00 7.00 7.00 Communications Manager 29 0.00 0.00 1.00 Communications Coordinator 27 1.00 1.00 0.00 Property Administrator 26 1.00 1.00 1.00 Project Coordinator 24 1.00 1.00 1.00 Office Manager 21 1.00 1.00 1.00 Accountant II 21 1.00 1.00 0.00 Special Projects Assistant 21 1.00 1.00 1.00 Office Facilitator II Non-Union 19 0.00 0.00 2.00 Office Facilitator I 18 2.00 2.00 0.00 Redevelopment Agency Total 19.00 19.00 19.00 Gallivan Plaza Custodian II 11 0.00 1.00 1.00 Office Technician I 12 0.00 1.00 1.00 General Maintenance Worker II 16 0.00 5.00 5.00 Office Facilitator II Non-Union 19 0.00 1.00 1.00 Plaza Marketing/Activities Supr 23 0.00 1.00 1.00 Gallivan Event Adv/Mktg Manager 25 0.00 2.00 2.00 Facilities Maintenance Supervisor 25 0.00 1.00 0.00 Operations Manager 31 0.00 0.00 1.00 Plaza & Comm Events Div Director 32 0.00 1.00 1.00 Redevelopment Agency Total 0.00 13.00 13.00 REDEVELOPMENT AGENCY TOTAL 19 32 32 FIRE DEPARTMENT Office of the Fire Chief Fire Chief 41 1.00 1.00 1.00 Deputy Chief 37 1.00 1.00 1.00 Assistant Fire Chief 35 2.00 2.00 2.00 Administrative Secretary II 21 1.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-18 Financial & Admin Svs Manager 32 0.00 1.00 1.00 Accountant I-III 18-27 0.00 2.00 3.00 1 New Position Office of the Fire Chief Total 5.00 8.00 9.00 Community Relations Battalion Chief 33 1.00 0.00 0.00 Captain 30 2.00 0.00 0.00 Recruiting/Outreach Specialist 20 1.00 0.00 0.00 Fire Fighter 22-27 1.00 0.00 0.00 Public Education Specialist 24 1.00 0.00 0.00 Community Relations Total 6.00 0.00 0.00 Finance Financial & Admin Svs Manager 32 1.00 0.00 0.00 Accountant I-III 18-27 2.00 0.00 0.00 Finance Total 3.00 0.00 0.00 Logistics Battalion Chief 33 1.00 0.00 0.00 Captain 30 2.00 0.00 0.00 Fire Fighter 22-28 3.00 0.00 0.00 Fire Logistics Coordinator 19 1.00 0.00 0.00 Support Services Total 7.00 0.00 0.00 Communications Division Director Emergency Communications 29 1.00 0.00 0.00 Public Safety Technology Systems Coordinator 24 1.00 0.00 0.00 Communication Tech 20 1.00 0.00 0.00 Communications Division Total 3.00 0.00 0.00 Training Battalion Chief 33 1.00 0.00 0.00 Captain 30 3.00 0.00 0.00 Fire Fighter 22-28 1.00 0.00 0.00 Fire Logistics Coordinator 19 1.00 0.00 0.00 Office Facilitator II 19 1.00 0.00 0.00 Training Total 7.00 0.00 0.00 Operations Battalion Chief 33 6.00 6.00 6.00 Captain 30 52.00 65.00 65.00 Fire Fighter 22-27 197.00 222.00 222.00 Fire Fighter Unfunded 22-27 10.00 10.00 10.00 Operations Total 265.00 303.00 303.00 Airport Operations Battalion Chief 33 1.00 0.00 0.00 Captain 30 10.00 0.00 0.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-19 Fire Fighter 22-27 30.00 0.00 0.00 Operations Total 41.00 0.00 0.00 Emergency Medical Battalion Chief 33 1.00 0.00 0.00 Captain 30 2.00 0.00 0.00 Fire Fighter 22-27 8.00 0.00 0.00 Community Health Care Paramedic 24 1.00 0.00 0.00 Office Facilitator II 19 1.00 0.00 0.00 Emergency Medical Total 13.00 0.00 0.00 Fire Prevention Battalion Chief 33 1.00 0.00 0.00 Captain 30 3.00 0.00 0.00 Fire Fighter 22-27 7.00 0.00 0.00 Fire Prevention Specialist 17 3.00 0.00 0.00 Office Facilitator II 19 2.00 0.00 0.00 Fire Prevention Totals 16.00 0.00 0.00 Fire Administrative Services Battalion Chief 33 0.00 6.00 7.00 1 Transferred from Police & Reclassified from Emergency Management Program Director Captain 30 0.00 12.00 14.00 2 New Positions Recruiting/Outreach Specialist 20 0.00 1.00 1.00 Fire Fighter 22-27 0.00 21.00 21.00 Community Health Care Paramedic 24 0.00 2.00 2.00 Public Education Specialist 24 0.00 1.00 1.00 Fire Logistics Coordinator 19 0.00 2.00 2.00 Director Emergency Communications 29 0.00 1.00 1.00 Public Safety Technology Systems Coordinator 24 0.00 1.00 1.00 Communication Tech 20 0.00 1.00 1.00 Emergency Mgt Multi-Language Media Coordinator 25 0.00 0.00 1.00 1 Transferred from Police Emergency Mgt Training Program Specialist 24 0.00 0.00 1.00 1 Transferred from Police Community Preparedness Coordinator 23 0.00 0.00 1.00 1 Transferred from Police Emergency Mgt Critical Infrastructure Liaison 18 0.00 0.00 1.00 1 Transferred from Police Office Facilitator II 19 0.00 3.00 3.00 Fire Prevention Specialist 17 0.00 3.00 3.00 Office Technician I 12 0.00 1.00 1.00 Fire Administrative Services Total 0.00 55.00 62.00 FIRE DEPARTMENT TOTAL 366.00 366.00 374.00 DEPARTMENT OF FINANCE Accounting Total Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-20 Chief Financial Officer 41 1.00 1.00 1.00 Deputy Director 0.00 0.00 1.00 New Position Business Sys Analyst Team Lead 33 0.00 1.00 1.00 Controller 39 1.00 1.00 1.00 Business Sys Analyst II 30 1.00 1.00 1.00 Financial Systems Admin 30 1.00 0.00 0.00 Payroll & Accounting Manager 30 1.00 1.00 1.00 Business Analyst 0.00 0.00 1.00 New Position City Payroll Administrator 26 2.00 2.00 2.00 Grants Acq/Project Coordinator 25 2.00 2.00 2.00 Sr Payroll Specialist 23 1.00 1.00 1.00 Payroll Kronos Specialist 22 1.00 1.00 1.00 Office Facilitator II 19 1.00 1.00 1.00 City A/P Coordinator 20 2.00 2.00 2.00 Accounting Total 14.00 14.00 16.00 Financial Reporting/Budget Deputy Controller 35 1.00 1.00 1.00 Financial Analyst IV 32 1.00 2.00 2.00 Financial Analyst IV (RDA)32 1.00 1.00 1.00 Accountant IV 29 1.00 0.00 0.00 Staffing/Position Control Specialist 22 1.00 1.00 1.00 Property Control Agent 22 1.00 1.00 1.00 Financial Reporting/Budget 6.00 6.00 6.00 Internal Audit & Financial Analysis Director Int Audit & Fin Analysis 36 1.00 1.00 1.00 Sr Financial Analyst Auditor 32 4.00 4.00 4.00 Financial Analyst I 21 1.00 1.00 1.00 Internal Audit & Financial Analysis Total 6.00 6.00 6.00 Revenue & Collections Director Revenue & Collections 36 1.00 1.00 1.00 Collections Manager 30 1.00 1.00 1.00 City Licensing Manager 29 1.00 1.00 1.00 Financial Analyst IV 32 0.00 1.00 1.00 Financial Analyst III 29 2.00 1.00 1.00 Landlord/Tenant License Supervisor 24 1.00 1.00 1.00 Financial Analyst I 21 1.00 1.00 1.00 Lead Collections Officer 22 1.00 1.00 1.00 Collections Officer 20 4.00 4.00 4.00 Consumer Protection Analyst 0.00 0.00 0.00 New Position BA#5, transferred to Mayors Office Business License Officer 17 2.00 3.00 3.00 Business License Processor II 16 4.00 3.00 3.00 Business License Processor I 14 1.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-21 Revenue & Collections Total 19.00 19.00 19.00 Civil Action Unit Lead Hearing Officer Referee Coord.19 1.00 1.00 1.00 Hearing Officer Referee Coord II 18 2.00 2.00 2.00 Hearing Officer Referee Coord I 15 0.00 0.00 0.00 Civil Action Unit 3.00 3.00 3.00 Purchasing Chief Procurement Officer 33 1.00 1.00 1.00 City Contracts Administrator 29 1.00 1.00 1.00 Sr Purchasing Consultant 27 1.00 1.00 1.00 Procurement Specialist II 25 1.00 0.00 0.00 Procurement Specialist I 24 1.00 2.00 2.00 Contract Development Specialist 23 3.00 3.00 3.00 Office Facilitator II 19 1.00 1.00 1.00 Contracts Process Coordinator 17 1.00 1.00 1.00 Purchasing Total 10.00 10.00 10.00 Treasurer's Office City Treasurer 39 1.00 1.00 1.00 Deputy Treasurer 33 1.00 1.00 1.00 Cash & Investment Manager 33 1.00 1.00 1.00 Financial Analyst IV 32 2.00 2.00 2.00 Cashier Administrator 24 1.00 1.00 1.00 Financial Analyst I 21 1.00 1.00 1.00 City Payment Processor 15 2.00 2.00 2.00 Treasurer's Office Total 9.00 9.00 9.00 Policy & Budget City Budget Director 36 1.00 1.00 1.00 Senior Budget & Policy Analyst 32 1.00 1.00 1.00 Policy & Budget Analyst 29 1.00 1.00 1.00 Budget and Policy Total 3.00 3.00 3.00 FINANCE 70.00 70.00 72.00 General Fund 69.70 69.70 71.70 Risk Fund 0.30 0.30 0.30 DEPARTMENT OF HUMAN RESOURCES Human Resource Administrative SupportChief Human Resource Officer 41 0.00 0.80 0.80 Human Resource Mgmt Director 41 0.80 0.00 0.00 Deputy Chief Human Resource Officer 37 0.00 0.00 0.85 Changed from Human Res Deputy Director Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-22 Human Resource Deputy Director 37 0.85 0.00 0.00 New position BA#5, changed to Deputy Chief Human Resource Officer BA#7 Civilian Review Board Investigator 35 1.00 1.00 1.00 Human Resource Program Mgr II 34 1.00 1.00 1.00 Recruiting & Onboarding Mgr 32 1.00 1.00 1.00 HRIS Business Analyst 30 0.80 0.80 0.80 Human Resources Supervisor - Recruitment 30 0.00 0.00 1.00 New Position HRIS Business Analyst 30 0.00 0.00 1.00 New Position Compensation and Classification Anaylst 29 0.00 1.00 1.00 Human Resources Leave Specialist 29 0.00 0.80 0.80 Senior HR Recruiter 29 0.00 1.00 1.00 Human Resource Leave Coordinator 27 0.80 0.00 0.00 Employee Marketing & Communications 25 0.80 0.80 0.00 Changed to Human Resource Business Partner II (29) HR Office Administrator 25 1.00 1.00 1.00 Senior Benefits Analyst 27 0.00 0.00 1.00 Changed from Benefits Analyst (25) Benefits Analyst 25 1.00 1.00 0.00 Changed to Senior Benefits Analyst (27) HR Recruiter 25 0.00 1.00 1.00 HR Admin & Onboarding Specialist 21 2.00 2.00 0.00 Changed to Sr HR Tech (19), Assoc HR Recruiter (21) Associate HR Recruiter 21 0.00 0.00 1.00 Changed from HR Admin & Onboarding Specialist (21) Senior HR Technician 19 0.00 0.00 1.00 Changed from HR Admin & Onboarding Specialist (21) Senior HR Technician 19 0.00 0.00 2.00 New positions Administrative Support Total 11.05 13.20 17.25 Departmental Consultants Human Resource Program Mgr II 34 0.00 0.00 0.00 Employee Relations/EEO Manager 34 0.00 1.00 1.00 Labor & Employee Relations 34 1.00 0.00 0.00 Human Resource Program Specialist 30 1.00 0.00 0.00 Human Resource Business Partner II 29 0.00 5.00 5.80 Changed from Employee Marketing & Comm (25) Senior Human Resource Consultant 29 6.00 0.00 0.00 Human Resource Consultant 25 1.00 0.00 0.00 Human Resource Associate 22 0.00 0.00 0.00 Departmental Consultants Total 9.00 6.00 6.80 Training Education Program Manager 32 1.00 1.00 1.00 Learning and Development Specialist 27 0.00 0.00 1.00 Changed from Training & Development Coord (24) Training & Development Coordinator 24 1.00 1.00 0.00 Changed to Learning and Development Specialist (27) Human Resource Management Total 2.00 2.00 2.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-23 Benefits Chief Human Resource Officer 41 0.00 0.20 0.20 Human Resource Mgmt Director 41 0.20 0.00 0.00 Human Resource Deputy Director 37 0.15 0.00 0.15 Human Resource Program Mgr II 34 1.00 1.00 1.00 HRIS Business Analyst 30 0.20 0.20 0.20 Human Resources Supervisor - Benefits 30 0.00 0.00 1.00 New Position Human Resource Leave Specialist 29 0.00 0.20 0.20 Human Resource Leave Coordinator 27 0.20 0.00 0.00 Human Resource Business Partner II 29 0.00 0.00 0.20 Changed from Employee Marketing & Comm (25) Employee Marketing & Communications 25 0.20 0.20 0.00 Changed to Human Resource Business Partner II (29) Senior Benefits Analyst 27 0.00 0.00 1.00 Changed from Benefits Analyst (25) Benefits Analyst 25 2.00 2.00 1.00 Changed to Senior Benefits Analyst (27) Benefits Total 3.95 3.80 4.95 Human Resources Total 26.00 25.00 31.00 General Fund 22.05 21.20 26.05 Risk Fund 3.95 3.80 4.95 DEPARTMENT OF INFORMATION MANAGEMENT SERVICES Department Leadership and Administration Chief Information Officer 41 1.00 1.00 1.00 Financial Analyst II-III 24-29 1.00 0.00 0.00 Solution Manager 34 4.00 0.00 0.00 Executive Assistant 24 1.00 0.00 0.00 Department Leadership and Administration Totals 7.00 1.00 1.00 Financial Services Financial Manager I 33 0.00 1.00 1.00 Financial Analyst II-III 24-29 0.00 0.00 2.00 The titles of these individuals have been renamed. This does not affect the pay of these employees. Asset Management Administrator 26 0.00 1.00 0.00 Inventory Control Specialist 24 0.00 1.00 0.00 Purchasing and Administration Totals 0.00 3.00 3.00 Infrastructure Technology Services (ITS)Chief Information Security Officer 38 1.00 1.00 1.00 Network Engineering Team Manager 34 0.00 1.00 2.00 New Position - ERP Manager Network Security Manager 34 3.00 0.00 0.00 Network Systems Engineer I-III 27-33 7.00 9.00 12.00 New Position - Cyber security, Unified communications, and Enterprise Backup and Wireless. Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-24 INF Technology Support Manager 32 0.00 1.00 1.00 End User Team Manager 29 1.00 0.00 0.00 Dept Info tech Operation Team Lead 31 1.00 0.00 0.00 Network Support Administrator I - III 23-27 12.00 12.00 12.00 Asset Management Administrator 26 1.00 0.00 0.00 Inventory Control Specialist 24 1.00 0.00 0.00 Infrastructure Technology Services Totals 27.00 24.00 28.00 Geographical Information Systems Chief Data Officer 38 0.00 0.00 1.00 Transferred from CAN GIS Programmer Analyst 30 0.00 0.00 2.00 Transferred from CAN Geo Info Systems (GIS) Coord 30 0.00 0.00 1.00 Transferred from CAN Geographical Information Systems Totals 0.00 0.00 4.00 Software Services Chief Technology Officer 38 1.00 1.00 1.00 Director of Software Services 37 0.00 0.00 0.00 Software Engineer Team Lead 36 0.00 1.00 1.00 Enterprise Application Architect 37 1.00 0.00 0.00 Geo Info Systems (GIS) Coord 30 1.00 1.00 0.00 This position was moved to the GIS Team Software Lead 34 0.00 4.00 2.00 1 moved to Tech Solution Manager and 1 moved to Software Support Admin. Sr Software Engineer 35 2.00 1.00 1.00 Software Engineering Data Admin 36 3.00 4.00 3.00 This position was moved to the GIS Team Software Engineer I-III 27-33 6.00 5.00 5.00 Software Engineer Team Manager 37 1.00 1.00 1.00 Software Support Team Manager 34 3.00 0.00 0.00 Software Support Admin I-III 28-32 14.00 14.00 15.00 Moved from Software Lead Tech Solution Manager 34 0.00 0.00 1.00 Moved from Software Lead Software Support Totals 32.00 32.00 30.00 Media and Engagement Services Video Production Manager 3 1.00 1.00 1.00 Multimedia Production Spec I-III 23-31 4.00 4.00 4.00 Civic Engagement Program Specialist 24 0.00 0.00 5.00 1 New Position. 4 transferred from General Fund Multimedia Production Services Totals 5.00 5.00 10.00 Enterprise Project Management Technology Solution Team Lead 36 0.00 1.00 1.00 INF Tech Project Manager 35 0.00 1.00 1.00 Software Lead 34 0.00 2.00 2.00 Solution Management Totals 0.00 4.00 4.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-25 Innovations Team Chief Innovations Officer 36 0.00 0.00 1.00 New Position BA#6 Innovations Team Lead 33 0.00 0.00 1.00 New Position BA#6 Senior Innovations Consultant 30 0.00 0.00 2.00 New Position BA#6 Solution Management Totals 0.00 0.00 4.00 INFORMATION MGMT SVCS TOTALS 71.00 69.00 84.00 JUSTICE COURT Justice Court Criminal Court Judge 37 5.00 5.00 5.00 City Courts Director 33 1.00 1.00 1.00 Financial Analyst IV 32 1.00 1.00 1.00 Justice Court Section Manager 26 2.00 2.00 2.00 Justice Court Supervisor 24 2.00 2.00 2.00 Accountant II 21 1.00 1.00 1.00 Justice Court Case Managers 19 1.00 1.00 1.00 Office Facilitator II 19 1.00 1.00 1.00 Justice Court Lead Judicial Assistant 19 1.00 1.00 1.00 City Payment Processor 15 2.00 2.00 2.00 Justice Court Judicial Assistant III 17 11.00 0.00 0.00 Justice Court Judicial Assistant II 16 7.00 0.00 0.00 Justice Court Judicial Assistant I 15 9.00 0.00 0.00 Justice Court Judicial Assistant I,II,III 15-17 0.00 25.00 25.00 Justice Court Total 44.00 42.00 42.00 POLICE DEPARTMENT Office of the Police Chief Chief of Police 41 1.00 1.00 1.00 Assistant Chief 39 1.00 1.00 0.00 Changed to Deputy Chief (32) / Transferred to Investigative Lieutenant--Police 32 1.00 1.00 1.00 Financial & Admin Services Manager 32 1.00 1.00 0.00 Transferred to Administration Sergeant Police 29 1.00 1.00 4.00 Transferred from Patrol and Administration Police Public Relations Director 29 1.00 1.00 0.00 Changed to Communications Administrative Director (37) Communications Administrative Director 37 0.00 0.00 1.00 Changed from Police Public Relations Director (29) Police Officer 19-25 5.00 8.00 8.00 Mental Health Professional 37 0.00 0.00 1.00 New Position Accountant I-III 21-27 4.00 4.00 0.00 Transferred to Administration Grant Acquis & Proj Fin Analyst 27 0.00 1.00 0.00 Transferred to Administration Grants Acquisition/Project Coordinator 25 1.00 0.00 0.00 Community Programs Manager 24 0.00 0.00 1.00 Transferred from Patrol Bureau Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-26 Administrative Assistant Appointed 24 1.00 1.00 0.00 Changed to Executive Assistant Executive Assistant 24 0.00 0.00 1.00 Changed from Administrative Assistant Administrative Secretary I-II 18-21 1.00 1.00 1.00 Police Services Coordinator 20 1.00 1.00 0.00 Transferred to Administration Graphic Design Specialist 23 0.00 1.00 1.00 Graphic Designer 18 1.00 0.00 0.00 Office Tech I-II 44545 1.00 1.00 1.00 Office of the Police Chief Total 21.00 24.00 21.00 Administration and Operational Support Bureau Deputy Chief--Police 37 1.00 1.00 1.00 Captain--Police 34 4.00 4.00 1.00 Transferred to Training and Investigations Lieutenant--Police 32 5.00 5.00 1.00 Transferred to Investigative Sergeant--Police 29 18.00 18.00 2.00 Transferred to Investigative Financial & Admin Services Manager 32 0.00 0.00 1.00 Transferred from Office of the Chief Accountant I-III 21-27 0.00 0.00 4.00 Transferred from Office of the Chief Grant Acquis & Proj Fin Analyst 27 0.00 0.00 1.00 Transferred from Office of the Chief Police Services Coordinator 20 0.00 0.00 1.00 Transferred from Office of the Chief Records Director 26 1.00 1.00 1.00 Crime Lab/Evidence Room Manager Director 29 30 1.00 1.00 1.00 Changed from Manager (29) Police Officer I-III 19-25 118.00 147.00 7.00 Transferred to Investigative and Patrol Public Safety Tech Systems Coordinator 24 1.00 1.00 1.00 Crime Lab Supervisor 24 1.00 1.00 1.00 Sr Police Intel Specialist 23 0.00 2.00 0.00 Transferred to Investigative Police Intelligence Specialist 21 5.00 3.00 0.00 Transferred to Investigative Forensic Scientist Lab Supervisor 27 1.00 1.00 1.00 Quality Assurance Manager 27 1.00 1.00 1.00 Sr Communications Tech 23 24 1.00 1.00 1.00 Changed to 24 from 23 Information Systems Supervisor 22 5.00 5.00 5.00 Forensic Scientist 21 5.00 5.00 5.00 Grama Coordinator/Paralegal 21 1.00 1.00 1.00 Fleet Mgt Services Supervisor Coordinator 18 1.00 1.00 1.00 Changed from Supervisor Sr Police Information Specialist 15 13.00 13.00 13.00 Technical Support Specialist 15 5.00 5.00 5.00 Office Facilitator 18-19 0.00 2.00 1.00 Transferred to Investigative Office Tech I-II 44545 3.00 1.00 1.00 Police Information Specialist 13 16.00 16.00 16.00 Crime Lab Technician I-II 16-19 15.00 15.00 15.00 Evidence Technician I-II 16 7.00 7.00 6.00 Changed to Evidence Supervisor Evidence Supervisor 23 1.00 Changed from Evidence Technician (16) Victim Advocate Program Coordinator 25 1.00 1.00 0.00 Transferred to Investigative Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-27 Victim Advocate 22 2.00 2.00 0.00 Transferred to Investigative Gang Outreach Coordinator 15 1.00 1.00 0.00 Changed to Community Programs Manager (24) Transferred to Investigative Crime Stats & Analysis Director 27 0.00 1.00 0.00 Transferred to Investigative Crime Statistics & Analysis Supervisor 25 1.00 0.00 0.00 Emergency Management Emergency Mgt Program Director 31 1.00 1.00 0.00 Moved to Fire Department Emergency Management City Wide Training & Exercise Coord 24 1.00 1.00 0.00 Moved to Fire Department Community Preparedness Coord.23 1.00 1.00 0.00 Moved to Fire Department Emergency Management Asst Crit Infrastructure Liaison 18 1.00 1.00 0.00 Moved to Fire Department Outreach Program Administrator 25 1.00 1.00 0.00 Moved to Fire Department Administration 239.00 268.00 96.00 Patrol Operations Bureau Deputy Chief--Police 37 1.00 1.00 1.00 Captain Police 34 4.00 4.00 3.00 Changed to Deputy Chief (37) / Moved to Training Lieutenant--Police 32 17.00 18.00 12.00 Transferred to Investigative Sergeant--Police 29 44.00 49.00 30.00 Transferred to Investigative and Training Police Officer 19-25 348.00 310.00 279.00 Transferred to Investigative Authorization - Early Hire Police Officer 19-25 20.00 20.00 0.00 Transferred to Training Social Work Director 30 0.00 1.00 0.00 Transferred to Investigative Social Work Manager 26 1.00 0.00 0.00 Social Work Case Worker 19 5.00 5.00 0.00 Transferred to Investigative Community Programs Manager 24 1.00 1.00 0.00 Transferred to Office of the Chief LCSW/Mental Health Counselor 24 4.00 4.00 0.00 Transferred to Investigative Administrative Secretary I 18 1.00 1.00 0.00 Transferred to Training and Airport Bureau Office Facilitator I-II 18-19 0.00 2.00 1.00 Transferred to Investigative Office Tech I-II 44545 5.00 3.00 1.00 Transferred to Training and Airport Bureau Patrol Operations 451.00 419.00 327.00 Investigative Bureau Deputy Chief--Police 37 0.00 0.00 1.00 Transferred from Office of the Chief Captain Police 34 0.00 0.00 2.00 Transferred from Administration Lieutenant--Police 32 0.00 0.00 5.00 Transferred from Patrol Sergeant--Police 29 0.00 0.00 18.00 Transferred from Patrol and Administration Police Officer 19-25 0.00 0.00 111.00 Transferred from Patrol and Administration Social Work Director 30 0.00 0.00 1.00 Transferred from Patrol Social Work Manager 26 0.00 0.00 1.00 Transferred from Administration / Changed from LCSW (24) Social Work Case Worker 19 0.00 0.00 8.00 Transferred from Patrol / New Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-28 LCSW/Mental Health Counselor 24 0.00 0.00 6.00 Transferred from Patrol / New Victim Advocate Program Coordinator 25 0.00 0.00 1.00 Transferred from Administration Victim Advocate 22 0 0 2 Transferred from Administration Community Programs Manager 24 0.00 0.00 1.00 Transferred from Patrol / Changed from Gang Outreach Coordinator (15) Crime Stats & Analysis Director 27 0.00 0.00 1.00 Transferred from Administration Sr Police Intel Specialist 23 0.00 0.00 3.00 Transferred from Administration / New Police Intelligence Specialist 21 0.00 0.00 3.00 Transferred from Administration Office Facilitator I-II 18-19 0.00 0.00 3.00 Transferred from Patrol and Administration Investigative Bureau 0.00 0.00 167.00 Training and Airport Bureau Deputy Chief--Police 37 0.00 0.00 1.00 Changed from Captain / Moved from Operations Captain Police 34 0.00 0.00 2.00 Transferred from Administration Lieutenant--Police 32 0.00 0.00 5.00 Transferred from Patrol and Administration Sergeant--Police 29 0.00 0.00 15.00 Transferred from Patrol Police Officer 19-25 0.00 0.00 58.00 Transferred from Patrol and Administration Authorization - Early Hire Police Officer 19-25 0.00 0.00 20.00 Transferred from Patrol Administrative Secretary I 18 0.00 0.00 1.00 Transferred from Patrol Office Tech I-II 44545 0.00 0.00 1.00 Transferred from Patrol Training and Airport Bureau 0.00 0.00 103.00 POLICE DEPARTMENT TOTAL 711.00 711.00 714.00 DEPARTMENT OF PUBLIC SERVICES Administrative Services Public Services Department Director 41 1.00 1.00 1.00 Admin Services Deputy Director 38 1.00 1.00 0.00 1.0 FTE moved to IMS Operations Deputy Director 38 1.00 1.00 1.00 Financial Manager 35 1.00 1.00 1.00 Communications and Administration Manager 33 1.00 1.00 1.00 Business Systems Analyst Team Lead 33 1.00 1.00 1.00 CARES Policy & Program Manager 32 0.00 0.00 1.00 1.0 FTE from Community & Neighborhoods Financial Analyst IV 32 0.35 0.35 0.00 Transferred to Public Lands Safety Program Manager 31 1.00 1.00 1.00 Business Systems Analyst II 30 1.00 1.00 1.00 Strategy & Special Project Manager 28 1.00 1.00 0.00 1.0 FTE moved to IMS Communications Coordinator 25 0.00 0.00 1.00 1.0 FTE moved from Compliance and changed from Parking Enforcement Officer (18) Executive Assistant 24 0.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-29 Administrative Assistant Appointed 24 1.00 0.00 0.00 Financial Analyst II 24 1.00 1.00 1.00 Management Analyst 24 0.00 0.00 1.00 1.0 changed from Public Outreach and Information Liaison (21) Financial Analyst I 21 2.00 2.00 2.00 Public Outreach and Information Liaison 21 1.00 1.00 0.00 1.0 changed to Management Analyst (24) Office Facilitator II 19 1.00 1.00 1.00 Office of Director Total 15.35 15.35 15.00 Gallivan & Events Division Gallivan Utah Center Program Plaza & Comm Events Div Dir 32 0.95 0.00 0.00 Operations Manager 31 0.00 0.00 0.00 Facility Maintenance Supervisor 25 1.00 0.00 0.00 Advertising/Marketing Mgr 25 1.45 0.00 0.00 Plaza Marketing/Activities Super 23 1.00 0.00 0.00 Office Facilitator II 19 0.95 0.00 0.00 General Maint Worker I,II 16 5.00 0.00 0.00 Office Tech II 15 0.00 0.00 0.00 Office Tech I 12 1.00 0.00 0.00 Custodian II 11 1.00 0.00 0.00 Plaza & Comm Events Div Dir 32 0.05 0.00 0.00 Advertising/Marketing Mgr 25 0.55 0.00 0.00 Special Events Permit Manager 25 1.00 0.00 0.00 Special Events Permit Coordinator 21 0.00 0.00 0.00 Office Facilitator II 19 0.05 0.00 0.00 Special Events Admin Asst 18 1.00 0.00 0.00 Gallivan & Events Total 15.00 0.00 0.00 Engineering City Engineer 39 0.00 0.00 1.00 Transferred from CAN Deputy City Engineer 36 0.00 0.00 1.00 Transferred from CAN Engineer VII 36 0.00 0.00 2.00 Transferred from CAN City Architect 36 0.00 0.00 1.00 Transferred from CAN Engineer VI 34 0.00 0.00 1.00 Transferred from CAN Engineer V 33 0.00 0.00 3.00 Transferred from CAN GIS Manager 33 0.00 0.00 1.00 Transferred from CAN Senior Architect 33 0.00 0.00 2.00 Transferred from CAN Senior Landscape Architect 33 0.00 0.00 1.00 Transferred from CAN Engineer IV 31 0.00 0.00 6.00 Transferred from CAN GIS Systems Coordinator 30 0.00 0.00 1.00 Transferred from CAN Licensed Architect 30 0.00 0.00 1.00 Transferred from CAN City Surveyor 30 0.00 0.00 1.00 Transferred from CAN Financial Analyst III 29 0.00 0.00 0.00 Transferred from CAN Engineer III 29 0.00 0.00 1.00 Transferred from CAN Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-30 Landscape Architect III 29 0.00 0.00 3.00 Transferred from CAN Engineering Const Program Project Manager 29 0.00 0.00 3.00 Transferred from CAN Pub Way Concrete/Pave Manager 27 0.00 0.00 0.00 Transferred from CAN Engineer II 27 0.00 0.00 1.00 Transferred from CAN Engineering Technician VI 27 0.00 0.00 3.00 Transferred from CAN GIS Programmer Analyst 27 0.00 0.00 0.00 Transferred from CAN Professional Land Surveyor 26 0.00 0.00 1.00 Transferred from CAN Engineering GIS/Asset Management Specialist 26 0.00 0.00 0.00 Transferred from CAN Engineering Procurement & Contracts Specialist 25 0.00 0.00 1.00 Transferred from CAN Engineering Support Services Manager 25 0.00 0.00 0.00 Transferred from CAN GIS Specialist 24 0.00 0.00 3.00 Transferred from CAN Civic Engagement Program Spec 24 0.00 0.00 1.00 Transferred from CAN Engineering Tech V 24 0.00 0.00 1.00 Transferred from CAN Engineering Tech IV Union 23 0.00 0.00 4.00 Transferred from CAN GIS Tech II 23 0.00 0.00 0.00 Transferred from CAN Office Facilitator II 19 0.00 0.00 2.00 Transferred from CAN Eng. Data/SID Specialist 18 0.00 0.00 0.00 Transferred from CAN Eng. Info and Records Spec 18 0.00 0.00 2.00 Transferred from CAN Engineering Total 0.00 0.00 48.00 Golf Division Golf Division Director 35 1.00 1.00 0.00 Transferred to Public Lands Associate Director 33 1.00 1.00 0.00 Transferred to Public Lands Golf Manager 32 0.00 0.00 0.00 Transferred to Public Lands Financial Analyst IV 32 0.65 0.65 0.00 Transferred to Public Lands Golf Professional 30 5.00 5.00 0.00 Transferred to Public Lands Golf Course Super 27 to 36 holes 29 1.00 1.00 0.00 Transferred to Public Lands 9-hole Golf Professional 27 2.00 0.00 0.00 Transferred to Public Lands Golf Course Super 18 holes 27 3.00 3.00 0.00 Transferred to Public Lands Golf Superintendent 9 Hole 25 2.00 2.00 0.00 Transferred to Public Lands Assistant Golf Club Professional 20 7.00 7.00 0.00 Transferred to Public Lands Assistant Golf Course Super 20 10.00 12.00 0.00 Transferred to Public Lands Office Facilitator II 19 1.00 1.00 0.00 Transferred to Public Lands Office Tech II 15 1.00 1.00 0.00 Transferred to Public Lands Golf Division Total 34.65 34.65 0.00 Youth & Family Division Youth & Family Div Director 35 1.00 1.00 0.00 Transferred to CAN Associate Director Youth City 29 2.00 2.00 0.00 Transferred to CAN Senior Community Programs Manager 26 1.00 1.00 0.00 Transferred to CAN Community Programs Manager 24 7.00 7.00 0.00 Transferred to CAN Events Coordinator Sorenson 21 1.00 1.00 0.00 Transferred to CAN Office Facilitator II 19 1.00 1.00 0.00 Transferred to CAN Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-31 Office Tech II 15 1.00 1.00 0.00 Transferred to CAN Program Assistant 14 4.00 4.00 0.00 Transferred to CAN Youth City Coordinator 10 0.00 0.00 0.00 Transferred to CAN Youth & Family Total 18.00 18.00 0.00 Compliance Division Compliance Division Director 35 1.00 1.00 1.00 Compliance Div Field Supervisor 27 2.00 1.00 1.00 Compliance Swing-Shift Field Supervisor 25 0.00 1.00 1.00 Special Projects Assistant 21 0.00 0.00 1.00 Changed 1.0 from (19) Office Facilitator Parking Pay Station Tech 21 1.00 1.00 1.00 Lead Compliance Enforcement Officer 20 3.00 3.00 3.00 Office Facilitator II 19 1.00 1.00 0.00 Changed 1.0 to (21) Special Projects Assistant Parking Enforcement Officer 18 18.00 18.00 17.00 1.0 FTE changed and moved to PS Admin Communications Coordinator (25) Office Tech II 15 1.00 1.00 2.00 Changed 1.0 from (13) from Crossing Guard Coordinator Crossing Guard Coordinator 13 1.00 1.00 0.00 Changed 1.0 to (15) Office Tech II Office Tech I 12 2.00 2.00 2.00 Compliance Total 30.00 30.00 29.00 Facilities Services Division Building Maintenance Program Facilities Division Director 35 1.00 1.00 1.00 Operations Manager 31 0.00 1.00 1.00 Facilities Commissioning Authority 30 1.00 1.00 1.00 Business Systems Analyst I 28 1.00 1.00 1.00 Maintenance Program Manager 28 1.00 0.00 0.00 Operations Supervisor 27 0.00 1.00 1.00 Energy/Utilities Management Coordinator 26 1.00 1.00 1.00 District Supervisor 25 1.00 1.00 1.00 Facility Maintenance Supervisor 25 3.00 2.00 2.00 Maintenance Electrician IV 22 1.00 1.00 1.00 Plumber III 22 1.00 1.00 1.00 Lead HVAC Technician 22 0.00 1.00 1.00 HVAC Technician II 21 3.00 2.00 2.00 Lead Bldg Maintenance Tech 21 5.00 5.00 0.00 Changed 5.0 to (21) Maintenance Specialist III Maintenance Specialist III 21 0.00 0.00 5.00 Changed 5.0 from (21) Lead Bldg Maintenance Tech Carpenter II 20 1.00 1.00 1.00 Painter II 20 1.00 1.00 1.00 Sprinkler Irrigation Tech III 20 0.00 0.00 1.00 Changed 1.0 from Sprinkler Irrigation Tech I (16) Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-32 Gen Maint Worker IV 19 1.00 1.00 0.00 Changed 1.0 to General Maintenance Worker II Office Facilitator II 19 1.00 1.00 1.00 Maintenance Specialist II 19 0.00 0.00 10.00 Changed 10.0 from (18) Building Equipment Operator II Building Equipment Operator II 18 10.00 10.00 0.00 Changed 10.0 to (19) Maintenance Specialist II General Maintenance Worker III 18 0.00 0.00 1.00 Changed 1.0 from General Maintenance Worker IV Building Equipment Operator I 17 1.00 1.00 0.00 Changed 1.0 to (17) Maintenance Specialist I Maintenance Specialist I 17 0.00 0.00 1.00 Changed 1.0 from (17) Building Equipment Operator I Equipment Operator 17 2.00 2.00 2.00 General Maintenance Worker III 16 2.00 2.00 0.00 Changed to General Maintenance Worker I (16) General Maintenance Worker I 16 0.00 0.00 2.00 Changed from General Maintenance Worker III (17) Senior Facilities Landscaper 16 2.00 2.00 2.00 Sprinkler Irrigation Tech 16 1.00 1.00 0.00 Changed 1.0 to Sprinkler Irrigation Tech III (20) Office Technician II 15 1.00 1.00 1.00 Beautification Maintenance Worker II 13 3.00 3.00 3.00 Beautification Maintenance Worker I 12 2.00 2.00 2.00 Facilities Services Total 47.00 47.00 47.00 Fleet Management Division Fleet Mgmt Division Director 35 1.00 1.00 1.00 Financial Analyst IV 32 1.00 1.00 1.00 Operations Manager 31 0.00 1.00 1.00 Fleet Operations Manager 28 1.00 0.00 0.00 Fleet Daily Operations Leader 27 0.00 0.00 0.00 Fleet Asset Manager 27 1.00 1.00 1.00 Fleet Mgmt Service Supervisor 25 2.00 2.00 2.00 Fleet Warehouse Super 24 1.00 1.00 1.00 Fleet Metal Fabrication Tech 22 1.00 1.00 1.00 Fleet Customer Service Advisor Lead 21 1.00 1.00 1.00 Fleet Senior Mechanic 21 3.00 3.00 3.00 Fleet Mechanic 20 23.00 24.00 25.00 1 Changed from Fleet Mechanic Trainee (16) Fleet Customer Service Advisor 19 1.00 1.00 1.00 Office Facilitator II 19 1.00 1.00 1.00 Fleet Mechanic Trainee 16 3.00 2.00 1.00 1 Changed to Fleet Mechanic (20) Fleet Senior Warehouse Operator 15 1.00 1.00 1.00 Fleet Parts Warehouse Support Worker 14 3.00 3.00 3.00 Fleet Maintenance Scheduler 12 0.00 0.00 0.00 Fleet Parts Delivery Driver 11 1.00 1.00 1.00 Fleet Management Total 45.00 45.00 45.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-33 Streets Division Streets Division Director 35 1.00 1.00 1.00 Operations Manager 31 0.00 3.00 3.00 Business Systems Analyst II 30 1.00 1.00 1.00 Maintenance Program Mgr 28 3.00 0.00 0.00 Operations Supervisor 27 0.00 1.00 2.00 1 Changed from Maintenance Supervisor (25) Streets Construction & Maintenance Supervisor 27 1.00 0.00 0.00 Streets Operations Maintenance Supervisor 27 1.00 1.00 1.00 Streets Response Team Field Supervisor 24 0.00 0.00 1.00 1.0 Changed from (21) Response Team Leader Maintenance Supervisor 25 5.00 5.00 4.00 1 Changed to Operations Supervisor (27) Traffic Signal Lead 24 1.00 1.00 1.00 Traffic Signal Tech II 23 2.00 3.00 3.00 Response Team Leader 21 1.00 1.00 0.00 1.0 Changed to (24) SRT Field Supervisor Streets Maintenance Lead 21 6.00 6.00 6.00 Traffic Maintenance Lead 21 2.00 2.00 2.00 Traffic Signal Tech I 21 2.00 1.00 1.00 Concrete Finisher 20 10.00 10.00 10.00 Senior Asphalt Equipment Oper 20 12.00 12.00 12.00 Lead Equipment Operator 20 1.00 1.00 1.00 Office Facilitator II 19 1.00 1.00 1.00 Streets Response Team Member II 19 1.00 0.00 1.00 New position Asphalt Equipment Oper II 18 38.00 38.00 38.00 Concrete Saw & Grinder Oper 18 2.00 2.00 2.00 Streets Response Team Member I 18 1.00 2.00 2.00 Traffic Maintenance Operator II 18 8.00 7.00 7.00 Communication and GIS Coordinator 18 0.00 1.00 1.00 Equipment Operator 17 5.00 5.00 5.00 Traffic Maintenance Operator I 16 2.00 3.00 3.00 Office Tech II 15 1.00 1.00 1.00 Senior Communications Coordinator 15 1.00 0.00 0.00 Streets Total 109.00 109.00 110.00 PUBLIC LANDS Public Lands Administration Public Lands Deputy Director 38 1.00 1.00 0.00 Associate Director Public Lands 33 0.00 0.00 0.00 Business Systems Analyst II 30 1.00 1.00 0.00 Landscape Architect III 29 1.00 1.00 0.00 Comm/Events & Marketing Mgr 29 0.00 1.00 0.00 PPL Project Manager 28 1.00 1.00 0.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-34 Program Support Coordinator 26 0.00 0.00 0.00 Warehouse Supervisor 24 1.00 1.00 0.00 Public Relations Coordinator 24 1.00 0.00 0.00 Parks Usage Coordinator 21 1.00 1.00 0.00 Office Facilitator II 19 1.00 1.00 0.00 Office Tech II 15 1.00 1.00 0.00 Senior Warehouse Operator 15 1.00 1.00 0.00 Public Lands Administration Total 10.00 10.00 0.00 Parks Division Parks Division Director 35 1.00 1.00 0.00 Operations Manager 31 0.00 2.00 0.00 Regional Athletic Complex Manager 29 1.00 1.00 0.00 City Sexton 28 1.00 1.00 0.00 Maintenance Program Manager 28 2.00 0.00 0.00 Operations Supervisor 27 0.00 1.00 0.00 District Supervisor 25 7.00 8.00 0.00 Maintenance Supervisor 25 2.00 1.00 0.00 Advertising/Marketing Mgr 25 0.00 1.00 0.00 Special Events Permit Manager 25 0.00 1.00 0.00 Maintenance Electrician IV 22 1.00 1.00 0.00 Metal Fabrication Tech 22 1.00 1.00 0.00 Events Coordinator 21 1.00 1.00 0.00 Plumber II 21 3.00 3.00 0.00 Central Control Irrigation Specialist 20 2.00 2.00 0.00 Concrete Finisher 20 1.00 1.00 0.00 Sprinkler Irrigation Tech III 20 1.00 1.00 0.00 General Maintenance Worker IV 19 3.00 3.00 0.00 Special Event Permit Coordinator 18 0.00 1.00 0.00 Irrigation Technician 18 0.00 0.00 0.00 Parks Maint Worker Irrigation Specialist 18 0.00 0.00 0.00 Senior Florist 18 1.00 1.00 0.00 Sprinkler Irrigation Tech II 18 4.00 3.00 0.00 Cemetery Equipment Operators 17 4.00 4.00 0.00 Florist III 17 0.00 0.00 0.00 General Maint Worker III 16 1.00 0.00 0.00 Graffiti Response Field Tech 16 6.00 6.00 0.00 Senior Parks Groundskeeper 16 16.00 20.00 0.00 Sprinkler Irrigation Tech I 16 1.00 2.00 0.00 Office Tech II 15 3.00 3.00 0.00 Parks Groundskeeper 12 9.00 10.00 0.00 Parks Total 72.00 80.00 0.00 Trails and Natural Lands Division Trails & Natural Lands Division Director 32 1.00 1.00 0.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-35 Open Space Lands Program Manager 29 0.00 0.00 0.00 District Supervisor 25 1.00 0.00 0.00 Natural Lands Supervisor 25 1.00 1.00 0.00 Volunteer & Outreach Coordinator 19 1.00 1.00 0.00 Senior Parks Groundskeeper 16 5.00 2.00 0.00 Parks Groundskeeper 12 1.00 0.00 0.00 Trails and Natural Lands Total 10.00 5.00 0.00 Urban Forestry Division Urban Forestry Division Director 32 1.00 1.00 0.00 Urban Forestry Program Manager 29 0.00 0.00 0.00 Forestry Crew Supervisor 25 1.00 1.00 0.00 Forest Area Service Coordinator 22 3.00 3.00 0.00 Arborist III 21 4.00 5.00 0.00 Arborist II 19 6.00 4.00 0.00 Arborist I 18 0.00 1.00 0.00 Urban Forestry Total 15.00 15.00 0.00 PUBLIC SERVICES DEPARTMENT TOTAL 421.00 409.00 294.00 General Fund 341.35 329.35 249.00 Fleet Management Fund 45.00 45.00 45.00 Golf Fund 34.65 34.65 0.00 PUBLIC LANDS DEPARTMENT Public Lands Administration Transferred from Public Services Parks & Public Lands Director 41 0.00 0.00 1.00 Changed from Deputy Director Public Lands (38) Public Lands Deputy Director 38 0.00 0.00 1.00 New FTE Finance Manager II 34 0.00 0.00 1.00 1.0 New FTE Financial Analyst IV 32 0.00 0.00 0.35 0.35 Transferred from Public Services Admin Business Systems Analyst II 30 0.00 0.00 1.00 Landscape Architect III 29 0.00 0.00 0.00 Changed to Public Landscape Planner Comm/Events & Marketing Mgr 29 0.00 0.00 1.00 PPL Project Manager 28 0.00 0.00 1.00 PPL Landscape Planner 28 0.00 0.00 2.00 Changed 1.0 from Landscape Arch III (29) ; 1.0 New FTE PPL Asset Manager 27 0.00 0.00 1.00 Changed from Warehouse Supervisor PG24 Community & Building Partnership Coordinator 25 0.00 0.00 1.00 1.0 New FTE Advertising/Marketing Mgr 25 0.00 0.00 1.00 Moved from Parks Division Special Events Permit Manager 25 0.00 0.00 1.00 Moved from Parks Division Warehouse Supervisor 24 0.00 0.00 0.00 Changed to Asset Manager PG 27 Parks Usage Coordinator 21 0.00 0.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-36 Office Facilitator II 19 0.00 0.00 1.00 Office Tech II 15 0.00 0.00 1.00 Special Event Permit Coordinator 18 0.00 0.00 1.00 Moved from Parks Division Warehouse Specialist 18 0.00 0.00 1.00 Changed from Sr Warehouse Operator to Warehouse Specialist (PG15) Senior Warehouse Operator 15 0.00 0.00 0.00 Changed to Warehouse Specialist Public Lands Administration Total 0.00 0.00 17.35 Parks Division Transferred from Public Services Parks Division Director 35 0.00 0.00 1.00 Operations Manager 31 0.00 0.00 2.00 Regional Athletic Complex Manager 29 0.00 0.00 1.00 City Sexton 28 0.00 0.00 1.00 Operations Supervisor 27 0.00 0.00 1.00 District Supervisor 25 0.00 0.00 8.00 Maintenance Supervisor 25 0.00 0.00 1.00 Advertising/Marketing Mgr 25 0.00 0.00 0.00 Moved to Public Lands Admin Special Events Permit Manager 25 0.00 0.00 0.00 Moved to Public Lands Admin Maintenance Electrician IV 22 0.00 0.00 1.00 Metal Fabrication Tech 22 0.00 0.00 1.00 Events Coordinator 21 0.00 0.00 1.00 Plumber II 21 0.00 0.00 3.00 General Maintenance Worker III 21 0.00 0.00 4.00 1 Changed from Concrete Finisher (20), 3 Changed from General Maintenance Worker IV (19) Central Control Irrigation Specialist 20 0.00 0.00 2.00 Concrete Finisher 20 0.00 0.00 0.00 Changed to General Maintenance Worker III (21) Sprinkler Irrigation Tech III 20 0.00 0.00 1.00 General Maintenance Worker IV 19 0.00 0.00 0.00 Changed to General Maintenance Worker III (21) Special Event Permit Coordinator 18 0.00 0.00 0.00 Moved to Public Lands Administration Senior Florist 18 0.00 0.00 1.00 Sprinkler Irrigation Tech II 18 0.00 0.00 3.00 General Maintenance Worker II 18 1.00 Cemetery Equipment Operators 17 0.00 0.00 4.00 Graffiti Response Field Tech 16 0.00 0.00 6.00 Senior Parks Groundskeeper 16 0.00 0.00 20.00 1 new FTE, 1 Changed to General Maintenance Worker II (18) Sprinkler Irrigation Tech I 16 0.00 0.00 2.00 Office Tech II 15 0.00 0.00 3.00 Parks Groundskeeper 12 0.00 0.00 10.00 Parks Total 0.00 0.00 78.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-37 Trails and Natural Lands Division Transferred from Public Services PPL Deputy Director Planning & Ecological Services 38 0.00 0.00 1.00 Changed from Division Director (32) Trails & Natural Lands Division Director 32 0.00 0.00 0.00 Changed 1.0 to Deputy Director (38) Strategy & Special Projects Manager 28 1.00 1.0 New FTE District Supervisor 25 0.00 0.00 0.00 Natural Lands Supervisor 25 0.00 0.00 1.00 Graphic Design Specialist 23 0.00 0.00 1.00 1.0 New FTE Stewardship and Education Coordinator 22 0.00 0.00 1.00 Changed from Volunteer Coordinator (19) Volunteer & Outreach Coordinator 19 0.00 0.00 0.00 Changed to Stewardship and Education Outreach (22) Sr Natural Resource Technician 16 0.00 0.00 2.00 Changed from Senior Parks Groundskeeper (16) Senior Parks Groundskeeper 16 0.00 0.00 1.00 1 New FTE, 2 Changed to Sr Natural Resource Technician (16) Parks Groundskeeper 12 0.00 0.00 0.00 Trails and Natural Lands Total 0.00 0.00 8.00 Urban Forestry Division Transferred from Public Services Urban Forestry Division Director 32 0.00 0.00 1.00 Urban Forestry Program Manager 29 0.00 0.00 0.00 Forestry Crew Supervisor 25 0.00 0.00 1.00 Forest Area Service Coordinator 22 0.00 0.00 3.00 Arborist III 21 0.00 0.00 5.00 Arborist II 19 0.00 0.00 4.00 Arborist I 18 0.00 0.00 1.00 Urban Forestry Total 0.00 0.00 15.00 Golf Division Golf Division Director 35 0.00 0.00 1.00 Associate Director 33 0.00 0.00 1.00 Financial Analyst IV 32 0.00 0.00 0.65 Golf Professional III 30 0.00 0.00 1.00 Added III to the end Golf Course Super 27 to 36 holes 29 0.00 0.00 1.00 Golf Course Super 18 holes 27 0.00 0.00 3.00 Golf Professional II 26 0.00 0.00 2.00 Changed from 18-hole Golf Professional to Golf Professional II Golf Superintendent 9 Hole 25 0.00 0.00 2.00 Golf Professional I 23 0.00 0.00 3.00 Changed from 9-hole Golf Professional to Golf Professional I; 2.0 changed from Assistant Golf Club Professional (20) Player Development and Programs Mgr 21 0.00 0.00 1.00 1.0 changed from Assistant Golf Club Professional (20) Assistant Golf Club Professional 20 0.00 0.00 4.00 2.0 changed to Golf Professional I (23); 1.0 changed to Player Development and Programs Mgr (21) Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-38 Assistant Golf Course Super 20 0.00 0.00 12.00 Office Facilitator II 19 0.00 0.00 1.00 Office Tech II 15 0.00 0.00 1.00 Golf Division Total 0.00 0.00 33.65 PUBLIC LANDS DEPARTMENT TOTAL 0.00 0.00 152.00 General Fund 0.00 0.00 118.35 Golf Fund 0.00 0.00 33.65 DEPARTMENT OF SUSTAINABILITY Waste & Recycling Division Refuse FundWaste & Recycling Div Director 35 1.00 1.00 1.00 Financial Manager I 33 1.00 1.00 1.00 Waste & Recycling Operations Manager 31 0.00 1.00 1.00 Maintenance Program Manager 28 1.00 0.00 0.00 Special Projects Analyst and Safety Coordinator 28 0.00 1.00 1.00 W&R Operations Supervisor 27 0.00 0.00 2.00 Changed from Maintenance Supervisor to W&R Operations Supervisor (27) Maintenance Supervisor 25 2.00 2.00 0.00 Changed from Maintenance Supervisor to W&R Operations Supervisor (27) W & R Permit Coordinator 19 1.00 1.00 1.00 W & R Education & Permits Lead 20 1.00 1.00 0.00 Changed from W&R Education & Permits Lead to WR Program Lead (20) WR Program Lead 20 0.00 0.00 2.00 Changed from W&R Education & Permits Lead and Office Tech II to WR Program Lead (20) Waste & Recycling Equip Op II 18 29.00 28.00 29.00 Changed from Lead Equipment Operator to Waste & Recycling Equip Op II (18) Senior Equipment Operator 19 4.00 4.00 4.00 Lead Equipment Operator 20 4.00 4.00 3.00 Changed from Lead Equipment Operator to Waste & Recycling Equip Op II (18) Office Facilitator II 19 1.00 1.00 1.00 Office Tech II 15 4.00 4.00 3.00 Changed from Office Tech II to WR Program Lead (20) W & R Education Specialist 15 5.00 5.00 5.00 Container Maintenance Worker 14 2.00 2.00 2.00 Waste & Recycling Total 56.00 56.00 56.00 Environ & Energy Division Refuse Fund Sustainability Envir Director 41 1.00 1.00 1.00 Sustainability Deputy Director 37 1.00 1.00 1.00 Sr Energy Climate Program Mgr 35 1.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-39 Sustainability Program Manager 29 1.00 1.00 3.00 Changed from Sustainability Community Manager & Sustainable Business Prog Coor to Sustainability Program Manager (29) Sustainability Community Manager 28 1.00 1.00 0.00 Changed from Sustainability Community Manager to Sustainability Program Manager (29) Sustainable Business Prog Coor 24 1.00 1.00 0.00 Changed from Sustainable Business Prog Coor to Sustainability Program Manager (29) Special Projects Assistant 21 0.00 0.00 1.00 Changed from Office Facilitator II to Special Projects Assistant (21) Office Facilitator II 19 1.00 1.00 0.00 Changed from Office Facilitator II to Special Projects Assistant (21) Environ & Energy Division Refuse Fund 7.00 7.00 7.00 SUSTAINABILITY DEPARTMENT (Refuse Fund) TOTAL 63.00 63.00 63.00 DEPARTMENT OF PUBLIC UTILITIES Administration Director--Public Utilities 41 1.00 1.00 1.00 Deputy Director-Public Utilities 39 1.00 2.00 2.00 Executive Assistant 24 0.00 1.00 1.00 Administrative Assistant-Appointed 24 1.00 0.00 0.00 Chief Strategy & Innovations Officer 37 0.00 0.00 1.00 New Position GIS Info Tech Systems Admin 36 1.00 1.00 1.00 Engineer III-VII 26-36 3.00 0.00 0.00 Geographic Information Systems (GIS) Mgr 33 1.00 1.00 1.00 Safety Program Manager 31 1.00 1.00 1.00 PU Communications Engagement Manager 32 1.00 1.00 1.00 GIS Analyst II 30 0.00 0.00 1.00 1 Change from a GIS Analyst (27) GIS Coordinator 30 0.00 0.00 0.00 PU Surveyor 30 1.00 1.00 1.00 Professional Land Surveyor/GIS Spec 30 0.00 0.00 0.00 GIS Analyst 27 3.00 4.00 3.00 1 Change to a GIS Analyst II (30) Engineer II 27 1.00 0.00 0.00 Engineering Tech VI 27 2.00 2.00 2.00 Community & Engagement Coordinator 27 1.00 0.00 0.00 Employee Development Manager 26 1.00 0.00 0.00 Util Dev Review Coordinator 25 0.00 0.00 0.00 Utility Planner & Development Coordinator 25 1.00 1.00 1.00 Locator Manager 25 0.00 0.00 1.00 New Position Utility Planner 24 0.00 0.00 0.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-40 GIS Specialist 24 1.00 1.00 1.00 Engineering Tech III-V 21-24 4.00 0.00 0.00 GIS Leak Detection Tech II 23 2.00 2.00 2.00 GIS Technician II 23 1.00 0.00 0.00 Public Relations Coordinator 23 0.00 1.00 1.00 Engineering Tech II 19 0.00 0.00 0.00 Util Dev Review Specialist 19 3.00 4.00 4.00 Office Technician II 15 0.00 2.00 2.00 Records Technician 15 1.00 0.00 0.00 Sr. Utilities Representative - Cont 15 1.00 0.00 0.00 Senior Utility Locator 19 8.00 8.00 8.00 Administration Total 41.00 34.00 36.00 Maintenance Operations Maint Superintendent 36 1.00 1.00 1.00 Water Distribution System Mgr 34 1.00 1.00 1.00 Computer Operation Manager 33 1.00 1.00 1.00 Maint Support Manager 33 1.00 1.00 1.00 Storm Water Maint Manager 33 1.00 1.00 1.00 WW Collection Manager 33 1.00 1.00 1.00 Irrigation Canal Systems Manager 30 1.00 1.00 1.00 Water System Maintenance Super 27 4.00 4.00 4.00 Water System Operation Super 27 2.00 2.00 2.00 Electrical Operations Supervisor 27 1.00 1.00 1.00 Irrigation System Supervisor 27 0.00 0.00 0.00 Technical System Analyst III-IV 26-28 2.00 3.00 3.00 Water Service Coordinator 25 1.00 1.00 1.00 Waste Water Collection Supervisor 25 2.00 2.00 2.00 Lift Station Maintenance Supervisor 25 1.00 1.00 1.00 Storm Water Maintenance Supervisor 25 2.00 2.00 2.00 Water Meter Maintenance Supervisor 25 1.00 1.00 1.00 Maintenance Office Supervisor 25 1.00 1.00 1.00 Warehouse Supervisor 24 1.00 1.00 1.00 Senior Water Meter Tech 21 1.00 1.00 1.00 Fleet Maint Coord Public Util 21 1.00 1.00 1.00 Office Facilitator I 18 1.00 1.00 1.00 Warehouse Specialist 18 1.00 0.00 0.00 Sr Warehouse Operator 15 0.00 1.00 1.00 Warehouse Office Tech II 15 1.00 1.00 1.00 Sr. Utilities Rep. Office/Technical 15 2.00 2.00 2.00 Sr. Communications Coordinator-Public Util 15 6.00 6.00 6.00 Maintenance Electrician IV 22 6.00 6.00 6.00 Metal Fabrication Technician 22 3.00 3.00 3.00 Senior Water Dist System Operator 21 16.00 16.00 16.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-41 Senior Water System Maint Operator 21 16.00 16.00 16.00 Waste Water Collection Lead Maint Worker 21 6.00 6.00 6.00 WW Lift Station Lead Worker 21 0.00 0.00 4.00 3 Changed from Waste Water Lift Station Lead Wkr (20); 1 New Position Drainage Maintenance Lead Worker 21 0.00 0.00 3.00 2 Changed from Drainage Maintenance Worker III (19), 1 New Position General Maintenance Worker V 21 1.00 1.00 1.00 Changed to General Maintenance Worker III from a General Maintenance Worker V Senior Pumps Maint Tech 20 1.00 1.00 1.00 Concrete Finisher 20 1.00 1.00 1.00 Senior Irrigation Operator 20 4.00 4.00 4.00 Waste Water Lift Station Lead Wkr 20 3.00 3.00 0.00 3 Changed to WW Lift Station Lead Worker (21) Water System Maintenance Operator I-II 17-19 27.00 27.00 27.00 Water Meter Tech I-III 18-19 6.00 6.00 6.00 Waste Water Coll Maint Worker II 19 12.00 12.00 12.00 Drainage Maintenance Worker III 19 10.00 10.00 9.00 2 Changed to Drainage Maintenance Lead Worker (21), 1 New Position Pumps Maintenance Technician 18 1.00 1.00 1.00 Senior Facility/Building Maint Wkr 18 1.00 1.00 1.00 Fleet Maintenance Coordinator 18 0.00 0.00 0.00 Waste Water Lift Station Maint Wkr 18 3.00 4.00 4.00 Irrigation Operator II 17 3.00 3.00 4.00 1 New Position Landscape Restoration Lead Wkr 17 1.00 1.00 1.00 Facility/Building Maintenance Wkr 15 2.00 2.00 3.00 1 New Position Water Distribution Valve Operator 15 8.00 8.00 8.00 Water Maintenance Support Wkr 14 2.00 2.00 2.00 Custodian II 11 2.00 2.00 2.00 Maintenance Total 173.00 175.00 180.00 Water Reclamation Plant Water Reclamation Manager 36 1.00 1.00 1.00 Water Reclamation Dept Manager 35 0.00 0.00 0.00 Engineer VI 33 0.00 0.00 0.00 Water Rec Plant Operations & Maint Manager 33 1.00 1.00 1.00 Regulatory Compliance Manager 33 0.00 1.00 1.00 WRF Maintenance Manager 31 0.00 1.00 1.00 Pretreatment Program Manager 30 1.00 0.00 0.00 Laboratory Manager 29 1.00 1.00 1.00 Industrial Pretreatment Program Coordinator 29 0.00 1.00 1.00 Maintenance Project Manager 31 1.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-42 Pretreatment Compliance Specialist 25 1.00 0.00 0.00 Waste Water Business Manager 27 1.00 1.00 1.00 W.W. Plant Maintenance Coordinator 27 1.00 1.00 1.00 Water Reclamation Facility Process Control Analyst 27 1.00 1.00 1.00 Water Reclamation Facility Supervisor 27 0.00 0.00 0.00 Water Reclamation Safety Specialist 26 1.00 1.00 1.00 WRF Operations Supervisor 26 0.00 4.00 Changed from Water Reclamation Facility Lead Operator Water Reclamation Facility Lead Operator 26 7.00 6.00 0.00 4 Changed to WRF Operations Supervisor; 2 Changed to WRF Operator III's (21) Fats, Oils & Grease Program Supervisor 26 0.00 1.00 1.00 WRF FOG/Sewer Rate Program Supervisor 26 1.00 0.00 0.00 Instrumentation and Controls Technician II-IV 25-28 2.00 2.00 3.00 1 Changed from Painter II (20) Technical Systems Analyst II-IV 24-28 0.00 0.00 0.00 Senior Laboratory Chemist 26 0.00 1.00 1.00 Senior Pretreatment Inspect/Permit Writer 25 2.00 2.00 2.00 Lab Chemist 24 3.00 2.00 2.00 Water Reclamation Planner Scheduler 23 1.00 1.00 1.00 Water Reclamation Facility Operator IV 23 0.00 0.00 4.00 Changed from WRF Operator III (21) Waste Water Senior Operator 23 0.00 0.00 0.00 Pretreatment Inspect/Permit Writer 23 4.00 4.00 4.00 Pretreatment Sr Sampler Inspect 19 2.00 2.00 2.00 Office Facilitator II Non Union 19 1.00 1.00 1.00 Senior Warehouse Operator 15 2.00 2.00 2.00 Office Technician II 15 1.00 0.00 0.00 Sr Utilities Representative- Office /Technical 15 1.00 2.00 2.00 Maintenance Electrician IV 22 2.00 2.00 2.00 HVAC Technician II 21 1.00 1.00 1.00 Waste Water Plant Maint. Operator IV 21 8.00 8.00 8.00 Water Reclamation Facility Operator III 21 18.00 19.00 17.00 2 Changed from Water Reclamation Facility Lead Operator (26); 4 Changed to WRF Operator IV (23) Painter II 20 1.00 1.00 0.00 Changed to Instrumentation & Cntl Tech IV (28) Waste Water Preventative Maint Worker 19 1.00 1.00 1.00 Waste Water Plant Maint. Operator I 15 1.00 0.00 0.00 Water Reclamation Plant Total 69.00 69.00 69.00 Finance Finance Administrator 39 1.00 1.00 1.00 Financial Manager III 35 1.00 1.00 1.00 Financial Analyst IV 32 0.00 1.00 1.00 Customer Service Manager Public Utilities 29 1.00 1.00 1.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-43 Accountant IV 29 3.00 3.00 3.00 Financial Analyst III 29 1.00 1.00 1.00 Water Metering Technologies Manager 27 1.00 1.00 1.00 Accountant III 27 2.00 2.00 2.00 Water Metering Technologies Supervisor 25 1.00 1.00 1.00 Billing Office Supervisor 25 1.00 1.00 1.00 Customer Services Supervisor 23 1.00 1.00 1.00 Customer Service Accts/Coll Invent 18 6.00 6.00 6.00 Sr. Utilities Rep. - Generalist 15 9.00 9.00 9.00 Sr. Utilities Rep. - Customer Service 15 7.00 7.00 7.00 Advanced Metering Infrastructure Tech II 19 6.00 6.00 7.00 1 Changed from Water Meter Reader II (14) Water Meter Reader III 18 1.00 1.00 2.00 1 Changed from Water Meter Reader II (14) Water Meter Reader II 14 7.00 7.00 5.00 1 Changed to Advanced Meter Infra Tech II (19); 1 Changed to a Meter Reader III (18) Finance Total 49.00 50.00 50.00 Water Quality & Treatment Water Quality & Treatment Administrator 37 1.00 1.00 1.00 Water Treatment Plant Manager 33 1.00 1.00 1.00 L&C Cross Connection Control Manager 30 0.00 0.00 1.00 Changed from Cross Connection Control Manager (26) Regulatory Program Manager 30 1.00 1.00 1.00 Pretreatment Program Manager 30 0.00 0.00 0.00 Watershed Program Manager 30 1.00 1.00 1.00 Storm Water Quality Program Manager 30 1.00 1.00 1.00 Water Treatment Plant Assistant Manager 30 0.00 1.00 1.00 Lead and Copper Supervisor 27 0.00 0.00 1.00 New Position Project Manager 27 0.00 0.00 1.00 New Position Water Treatment Process Control Analyst 27 1.00 0.00 0.00 WTP Facility Manager/Supervisor 27 0.00 0.00 3.00 Change from Water Treatment Plant Lead Operator (26) Cross Connection Control Manager 26 1.00 1.00 0.00 Changed to L&C Cross Conn. Control Manager (30) Watershed Operations Supervisor 27 1.00 1.00 1.00 Technical System Analyst III 27 1.00 0.00 0.00 Water Treatment Plant Lead Oper 26 3.00 3.00 0.00 Change to WTP Facility Manager/Supervisor (27) Pretreatment Compliance Specialist 25 0.00 0.00 0.00 Storm Water Compliance Specialist 25 1.00 1.00 1.00 Storm Water Quality Coordinator 23 2.00 3.00 3.00 Cross Connections Control Coord 23 1.00 1.00 1.00 Pretreatment Inspect/Permit Writer 23 0.00 0.00 0.00 Storm Water Technician II Union 22 0.00 0.00 2.00 Change from Stormwater Technician (21) Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-44 Storm Water Technician Union 21 2.00 2.00 0.00 Change to Stormwater Technician II (22) Cross Connections Control Inspector 21 0.00 1.00 1.00 Pretreatment Sr Sampler Inspect 19 0.00 0.00 0.00 Quality Assur Sr Samp Cl Water 17 2.00 2.00 2.00 Lead Watershed Ranger 21 2.00 2.00 4.00 Change to Lead Watershed Ranger; 2 Changed from Watershed Ranger (19) Watershed Ranger 19 5.00 5.00 4.00 2 Changed to Lead Watershed Ranger; 1 New Position Water Plant Operator II 21 25.00 25.00 25.00 Water Quality & Treatment Admin Total 52.00 53.00 56.00 Water Resources Water Resources Manager 33 1.00 1.00 1.00 Department Special Projects Manager 30 0.00 0.00 0.00 Utilities Water Rights, Contracts and Property Manager 30 1.00 1.00 1.00 PU Sustainability Manager 29 0.00 1.00 1.00 Sustainability Program Manager 28 1.00 0.00 0.00 Water Conservation Program Manager 30 1.00 1.00 1.00 Change to 30 from 26 Water Resources Eng/Scientist 27 2.00 2.00 2.00 Change to 27 from 26 Water Rights & Property Agent 26 0.00 1.00 1.00 Property & Water Contracts Asst 20 1.00 1.00 1.00 Hydrology Specialist Union 23 0.00 1.00 1.00 Conservation Technician 23 0.00 0.00 1.00 New Position PU Records Prog Specialist 23 1.00 1.00 1.00 Water Rights Assistant 16 0.00 0.00 0.00 Water Resources Total 8.00 10.00 11.00 Engineering Chief Engineer - Public Utilities 37 1.00 1.00 1.00 Engineer III-VII 29-36 12.00 16.00 23.00 Dev-2-VII,1V, 2IV, 5 New positions: 3 Engineer IV's (31) & 2 Engineer V's (33); 1 Changed from an Engineer VI (34) to and Engineer VII (36); 1 Changed from an Eng Tech VI (27); 1 Changed from an Eng Tech IV (23) Sr Water Treatment Engineer 35 1.00 1.00 1.00 Project Control Specialist 31 1.00 1.00 1.00 Engineering Construction Program/Projects Manager 29 1.00 1.00 1.00 Engineer II 27 0.00 0.00 0.00 Engineering Tech II - VI 19-27 0.00 0.00 17.00 Combined all Engineering Techs under Engineering Engineering Tech IV- VI 23-27 9.00 9.00 0.00 1 Changed to an Engineer IV (34), Transferred 8 to Engineering Tech II - VI Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-45 Engineering Tech III-V 21-24 0.00 5.00 0.00 1 Changed to an Engineer IV (31); 1 Transferred from Street lighting, Transferred 5 to Engineering Tech II - VI. Eng Contracts Coord Public Util 22 1.00 1.00 2.00 Changed from Document Controls Specialist (18) Engineering Tech III 21 2.00 2.00 0.00 2 Transferred to Engineering Tech II - VI. Engineering Tech II 19 2.00 2.00 0.00 2 Transferred to Engineering Tech II - VI. Document Controls Specialist 18 1.00 1.00 0.00 Changed to Engineering Contracts Coord P.U. (22) Administrative Secretary 18 0.00 0.00 1.00 New position Engineering Tech I 17 0.00 1.00 0.00 Transferred to Streetlighting from Engineering Contracts Process Coordinator 17 0.00 0.00 1.00 Changed from Contracts Technician (15) Contracts Technician 15 1.00 1.00 0.00 Changed to Contracts Process Coordinator (17) Engineering Total 32.00 42.00 48.00 Street Lighting Engineer V 33 1.00 1.00 1.00 Engineering Tech IV 23 1.00 1.00 0.00 Transferred to Engineering Engineering Tech III 21 0.00 0.00 1.00 Changed from an Engineering Technician I (17) Engineering Tech I 17 1.00 0.00 0.00 Transferred from Engineering to Streetlighting; Changed to an Engineering Technician III (21). Street Lighting Total 3.00 2.00 2.00 PUBLIC UTILITIES DEPT TOTAL 427.00 435.00 452.00 Water Utility Fund 270.22 276.65 283.16 Sewer Utility Fund 120.63 122.01 126.55 Storm Water Utility Fund 33.65 34.82 39.57 Street Lighting Fund 2.50 1.52 2.72 CITYWIDE GRANT FUNDED POSITIONS Attorney's Office Victim Advocate 0.00 0.00 1.00 Application Pending Attorney's Office Total 0.00 0.00 1.00 Community & Neighborhoods CARES Policy and Program Manager 25-27 0.00 0.00 3.00 Expires December 2022, with possible extensions Youth and Family Program Manager 0.00 1.00 1.00 Extend with ARP Funding Special Projects Assistant for Community Commitment Program 0.00 0.00 1.00 Possible ARP Funding Associate Planners 0.00 0.00 3.00 Possible ARP Funding Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-46 Transportation Right of Way Utilization Manager 0.00 0.00 1.00 Possible ARP Funding Treasury Policy and Program Manager 25-27 0.00 0.00 2.00 Expires December 2021, with possible extensions Community & Neighborhoods Total 0.00 1.00 11.00 Economic Development Economic Development Manager 29 0.00 0.00 3.00 Possible ARP Funding Project Manager 29 0.00 0.00 1.00 Possible ARP Funding Arts Council Program Coordinator 25 0.00 0.00 2.00 Possible ARP Funding Economic Development Total 0.00 0.00 6.00 Fire Department Fire Fighter 22-27 0.00 0.00 4.00 Possible ARP Funding Office Technician II 15 0.00 0.00 1.00 1 Transferred from Police - Fix the Bricks Grant Fire Department Total 0.00 0.00 5.00 Finance Department - Grant Administrator 0.00 0.00 1.00 Possible ARP Funding - Grant Manager 0.00 0.00 1.00 Possible ARP Funding - Business Analyst 0.00 0.00 1.00 Possible ARP Funding Finance Department Total 0.00 0.00 3.00 Public Lands Department Arborist 0.00 0.00 1.00 Possible ARP Funding Public Lands Department Total 0.00 0.00 1.00 TOTAL GRANT FUNDED POSITIONS 0.00 1.00 27.00 Position Titles Grades 2019- 20 2020- 21 2021- 22 Changes from FY 2020-21 to FY2021-22 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-47 This page has been intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 STAFFING DOCUMENT F-48 This page intentionally left blank MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-1 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-2 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-3 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-4 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-5 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-6 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-7 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-8 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-9 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-10 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-11 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-12 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-13 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-14 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-15 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-16 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-17 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-18 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-19 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX A: LIBRARY G-20 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX B: INSURANCE PREMIUMS G-21 MAYOR'S RECOMMENDED BUDGET Fiscal Year 2021-22 APPENDIX B: INSURANCE PREMIUMS G-22 CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 COUNCIL.SLCGOV.COM TEL 801-535-7600 FAX 801-535-7651 COUNCIL BUDGET STAFF REPORT CITY COUNCIL of SALT LAKE CITY www.slccouncil.com/city-budget TO:City Council Members FROM: Jennifer Bruno, Lehua Weaver, Ben Luedtke, Kira Luke Allison Rowland, Sylvia Richards, Russell Weeks Sam Owen, Libby Stockstill DATE: May 11, 2021 RE: Fiscal Year 2021-22 Budget Overview While the FY 2021 budget was a relatively flat budget due to the economic uncertainty facing the City in spring 2020, the FY 2022 budget proposed by the Administration reflects the cautious projections for recovery of the local economy, and incorporates the opportunities presented by the American Rescue Plan Act (ARPA), and the City’s healthy rainy day fund (aka “Fund Balance”). The role of the Council is to review the Mayor’s recommended budget, consider broader policy goals and implications of the funding strategies, receive and consider public comment on the Mayor’s recommendation, and determine whether to make changes or adopt the proposed budget as is. In the legislative oversight role the Council considers: •opportunities to address previously discussed policy goals or priorities identified by elected officials and the public, •the extent to which the City’s budget furthers the overarching commitment to social equity, •the extent to which the proposed budget addresses City/Department needs and service levels, •the impacts decisions made this year would have on budgets for future years, •potential unintended consequences that may result from budget and policy decisions, •how these decisions align with the traditional role of City government and whether there are duplications with other governmental entities to ensure an efficient use of taxpayer dollars, The proposed budget includes several policy choices to balance the budget that could be viewed through alternative policy lenses. The Council may choose to focus some discussion on these policy areas: ➢The proposed budget uses one-time money to pay for on-going needs. In addition to using one-time revenue like fund balance and grant revenue, this includes using one time dollars to fund positions and programs that are likely to continue beyond grant funding availability. This approach will mean that balancing the budget in future years, when the needs are still there but the revenue is not, will be more challenging. This concept is sometimes referred to as a “structural deficit.” See page 8 for more on the concept of a structural deficit. The City was fortunate to have enough fund balance and significant federal grant money to use in this way. In years where revenue and expenses are not impacted by a severe economic downturn, policy makers do their best to avoid paying for on-going needs with one- time funding. Project Timeline: Briefing: May 11, 2021 Budget Hearings: May 18, June 1 Potential Action: June 8 or 15 (TBD) Page | 2 ➢New Full-time Employees – The proposed budget includes a 1% raise for employees and adds 62.85 employees in the general fund (20 proposed to be funded with American Rescue Plan Grant dollars), 17 in Public Utilities, and 15 in Information Management Services (IMS). Because these increases are to add people, and because some are funded with short-term grant dollars, structural deficits in future years may be more difficult to accommodate because it could include eliminating positions (or alternatively raising revenues/taxes). ➢Maintaining Healthy Fund Balance – The proposed budget keeps fund balance at 15%. Note that current City policy calls for a 13% fund balance minimum target, and bond rating agencies have recommended at least a minimum 10% fund balance level. ➢Department Reorganizations – The proposed budget restructures several departments and creates a new Department of Public Lands. The Engineering Division is proposed to move from the Community and Neighborhoods Department (CAN) to the Public Services Department. The Youth and Family Division is proposed to move in the other direction from Public Services to CAN. In past department reorganizations Council Members have asked how the change will benefit the City’s operations and the public. For example, will the change create operational efficiencies, reduce effects of departments being siloed, place divisions that work closely together in the same department, reduce administrative overhead, etc. See page 13 for more detail on this proposal. ➢The proposed budget shifts some “Funding our Future” sales tax revenue towards balancing the general fund budget, and shifts funds among categories. The Council may wish to talk about how to engage with the community on this topic, as assurances (although not legally binding) were previously made that this extra sales tax would be kept in the 4 focus areas – housing, street infrastructure (sidewalk-to-sidewalk), public safety (911, fire and police), and transit. ➢The proposed budget follows City ordinance and adjusts all General Fund fees commensurate with the Consumer Price Index (CPI), generating just under $400,000 in revenue. The Council could discuss adjusting the ordinance given current economic conditions. Policy Balancing The Proposed budget... Uses a significant amount of one- time money to fund on-going needs and expansion of staffing and programs. The City was in the fortunate position to have fund balance and federal grants to use in this way. This approach adds to the structural deficit in future budget years. Keeps fund balance at 15% Exceeds City policy of 13% fund balance minimum target, and bond rating recommendation of at least a minimum 10% fund balance level By using fund balance money to fund ongoing needs, this could add to a structural deficit in future years. Adds over 60 FTEs between general fund and grant dollars The City was in the fortunate position to have fund balance and federal grants to use in this way. The Council may wish to discuss whether the pandemic recovery demands and/or potential future City needs align with where new employees are proposed? Adjusts all General Fund fees commensurate with the Consumer Price Index (CPI) Generates just under $400,000 in revenue The Council could discuss changing the ordinance given current economic conditions. Projects sales tax at a level that matches FY 2020, largely recovering losses from the pandemic Preserves and enhances core city services and functions with an approach that is in line with economic forecasting from the state. If the economic rebound is not sustained, then program/staffing expansions could need to be re- evaluated. Sales tax is the most volatile of the City’s major revenues sources Funding our Future revenues are projected to increase by $2.8 million for a total of $34.5 Administration has provided a line by line detail of each program The Council may wish to review the distribution among the four Page | 3 million. The proposed budget uses some previously unused funds to help balance the budget, and shifts resources among categories (included as an attachment to the overview staff report). categories to confirm they align with the Council’s priorities. Approximately $750,000 of unspent dollars from previous years is recaptured. The Administration has not been able to spend these funds on the Community Land Trust as intended for the past three years. Restores ongoing funding for the Police Budget that the Council placed into a holding account last year and invests in other staffing models (social workers, medical response team), and in other departments of the City to further efforts towards equity. This will allow the police department to have necessary staff to respond to calls for service in a timely manner, and moves some initiatives forward incrementally, in order to diversify the City’s response to emergencies especially mental health. The Council could consider the unique availability of funds as an opportunity to more quickly change the City’s response model (this would mean de-prioritizing other items in the Mayor’s Recommended Budget). ISSUE AT-A-GLANCE In the Mayor’s budget presentation, she stated that the budget was built with the following policy goals: ➢Equitable growth ➢Making the City more environmentally resilient ➢Bolstering communities with inclusive investment ➢Supporting employees’ physical and mental well being The overall FY 22 City budget of $1.33 billion represents a 9.4% increase over FY 21, largely due to anticipated revenue from the Federal American Rescue Plan Act (ARPA), and planned rate increases in the Public Utilities Enterprise Fund. The FY 22 General Fund budget represents a 7.2% increase from FY 21, from $326 million to $350 million, although approximately $18.2 million (5%) is one-time revenue (either use of fund balance or federal grants). This year represents the fourth year that sales tax revenues exceed property tax revenues as a proportion of the Page | 4 City budget, despite the slowdown that occurred over 2020 as a result of the pandemic. It’s important to note that sales tax is the most volatile of the City’s major revenue streams. *FY 2016 – state law changed to require RDA revenue “pass through” the general fund and therefore was not an increase in new revenue for General Fund purposes. FY 2020 Proposed budget includes $18.2 million (5%) in one-time revenues that may not be available in future years. The Council will receive in-depth briefings on departments with significant proposed changes over the next few weeks (see Attachment 1 for a schedule of department budget briefings), as well as hold two public hearings (May 18th, and June 1st), to get the public’s input on the Mayor’s Recommended Budget. The purpose of this staff report is to provide a general orientation as it relates to various Council priorities, the public interest, as a starting point for future discussions, and to identify potential follow-up questions that can inform the Council’s adoption. Note: The Mayor’s budget proposal for the Salt Lake City Redevelopment Agency (RDA) will be addressed in a separate staff report and is scheduled for discussion during a special RDA meeting on May 18th, with follow-up discussions as needed. The RDA Budget will also have public hearings on May 18th and June 1st. Note on budget terminology: This proposed budget is sometimes referred to as the Fiscal Year (FY) 2022 budget, meaning the budget that ends on June 30, 2022. The budget that we are in as of the date of this staff report is the FY 2021 budget, meaning the budget that starts on July 1, 2020 and ends on June 30, 2021. The following chart depicts how the General Fund receives revenue: Page | 5 The following chart depicts how expenses are divided among City departments for the FY 2022 Mayor’s Recommended Budget: Economic Development 1% HR 1% Mayor 1% Council 1% Justice Court 1%Attorney 2%Finance 3% E-911 3%Public Lands 5% Community and Neighborhoods 7% Fire 13% Public Services 10% Police 24% Non-Departmental 28% Page | 6 The following are highlights of the Mayor’s recommended budget (not inclusive of every change): •Revenue Changes due to economic conditions o Sales tax revenue is proposed to increase by about $8.8 million (about a 9% increase year over year) from the adopted FY 21 budget. This brings sales tax levels almost to the level budgeted in FY 19-20. The Administration continues to monitor economic data and actual sales tax receipts. Note: sales tax receipts represent a two-month delay from actual spending. For example, actual sales tax received in April represents actual spending in February. o The Administration is also proposing to recognize $1.3 million in new growth property tax revenue (based on building permits and certificates of occupancy). Staff cannot confirm that figure from the tax commission until early June (per state law it’s due by June 8). •If the number is lower than what is in the Mayor’s recommended budget, the Council would either need to re-balance the budget with the lower number (cutting expenses) or would need to increase property taxes to meet the proposed expenses in the Mayor’s recommended budget. •Staff note: Actual new growth since FY 2010 has varied from negative $90,000 to a high of $2.4 million in FY 2019. The new growth formula changed in the 2016 legislative session, and as such new growth has been significantly easier to predict. •Recognizing this revenue in the budget does not constitute a property tax increase, as it is paid by those new buildings, and therefore does not require a Truth in Taxation hearing. o Building permit revenue is projected to increase by $4.7 million. This sector has maintained a fairly healthy pace despite the economic conditions. o Business licensing revenue is projected to decrease by $1.6 million. o Fines and forfeitures are projected to decrease by $464,391 due to justice court delays and reduced parking tickets. o Parking Meter revenue is projected to decrease by $660,000 due to continued reduced usage, although the Administration is optimistic that efforts to bring people and events back downtown in safe ways will help with this figure. o Interest income is projected to decrease by $629.528 due to continued low interest rates set at the federal level. This is revenue that is received from the City investing cash balances. o Franchise Taxes are expected to increase by $890,000. These taxes are capped by state law. Because rates are proposed to increase in the Public Utilities budget, taxes collected off those $- $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 $100,000,000 Economic Developm ent HR Mayor Council Justice Court Attorney Finance E-911 Public Lands Communit y and Neighborh oods Fire Public Services Police Non- Departme ntal FY 2019 Adopted $2,014,616 $2,663,488 $3,240,608 $3,819,250 $4,502,322 $6,718,990 $7,825,644 $7,846,945 $23,520,16 $41,153,33 $46,754,93 $70,901,61 $80,325,63 FY 2020 Adopted $2,185,424 $2,800,540 $3,760,985 $4,403,611 $4,667,126 $7,117,830 $8,253,528 $8,271,454 $25,130,07 $42,552,58 $46,548,27 $82,235,72 $92,496,88 FY 2021 Adopted $2,388,562 $2,629,008 $3,883,065 $4,226,075 $4,726,866 $7,123,638 $8,387,673 $8,260,571 $-$24,318,57 $42,737,52 $46,655,22 $79,097,33 $91,695,89 FY 2022 Proposed $2,514,914 $3,267,669 $4,761,780 $4,551,159 $4,850,906 $8,133,002 $8,727,757 $8,888,505 $18,828,71 $23,615,11 $45,587,40 $34,341,92 $83,370,50 $98,299,19 4 Year Department Budget Comparison Page | 7 utilities will increase. Other items contributing to this budget are taxes collected on phone lines and gas bills. •Revenue from Policy Choices and/or New proposals o City General Fund fees will bring in an additional $377,633 due to an inflationary Consumer Price Index (CPI) adjustment (set by the Council in ordinance in 2014). For FY 2022 the amount is 2.35%. These fees and permits will always have to be cost-justified, and the City undergoes a study regularly to confirm that the City is not charging more in fees than it costs to provide the associated service. Adjusting these fees yearly allows the City to keep pace with the cost of doing business in small amounts each year, rather than one-time considerations of larger fee increases. The Council could consider changing this ordinance given the unique economic circumstances for businesses and individuals at this time. o One-time Revenue •Federal American Rescue Plan Act (ARPA) – Revenue loss replacement - $10,000,000 •General Fund Balance - $4,900,000 – If adopted as proposed, the budget would still leave the City with approximately 15% fund balance (approximately $7m above the 13% threshold) •Health Insurance Premium Holiday - $915,195 – due to sound fiscal management by employees, the City and employees can forgo payment on one of the premium pay periods to PEHP and the health insurance pool will still be at the desired level. The city can then use these funds for general fund purposes, albeit on a onetime basis. o Judgement Levy – the proposed budget includes a judgement levy of $66,835. A judgement levy is a one-time, one-year property tax increase to pay the City back for prior year judgements which result in budget shortfalls. The City will not know the final amount of the judgment levy until June 8th, when we receive official figures from the State Tax Commission and County Auditor. At that point the Council can decide whether to add it into the budget. The amount cannot exceed the amount authorized by the County. o Property tax stabilization – The Administration is proposing to adjust the City’s property tax budget upward to match the actual property tax revenues received in the previous fiscal year. The City has also taken this approach in FY 2009, FY 2010, FY 2016, FY 2018 and FY 2020. If property tax revenues come in higher than budgeted for a given fiscal year, that money will in effect become “one-time” money, unless the City undergoes a truth in taxation hearing to raise its official property tax budget by that same amount. Raising the official property tax budget guarantees this additional property tax revenue as ongoing in future years. In FY 2021 (the current year), the City received approximately $1 million more in personal property tax revenue above what was set as the property tax budget. By including this figure in the budget, it triggers the need for a truth in taxation hearing, which will be scheduled in August. If the economy continues to grow, only the new growth will be paying for this additional revenue. However, if the economy experiences a downturn, the “revenue budget watermark” will have been set, and according to truth in taxation law, overall City taxpayers would see an increase to make up for the downturn. Council Staff can schedule additional discussions on this if Council Members are interested. •Expense items of note: o New FTEs and Potential future structural deficit –The Mayor’s recommended budget includes 42.85 new general funded FTEs, and an additional 20 FTEs proposed to be funded through the American Rescue Plan Act (ARPA). See Attachment 2 for a breakdown of new FTEs by funding source and department. Additionally, several of the new FTEs are proposed to be funded for a period of less than 12 months. This can be an effective budgeting tool to help balance the budget, since realistically it takes several months to hire an employee through the City’s HR process. That said, it does add to the potential structural deficit for the following budget year, once that FTE is filled. Additionally, many of the positions and some programs are proposed to be funded through ARPA will add to this structural deficit. The Council approved new FTEs using other federal funds in FY21 on the condition that the position sunsets (ends) Page | 8 when the grant funds ends. The Council could explore a similar approach with the FTEs funded by ARPA dollars. The following chart illustrates the potential future structural deficit, and how the different smaller line items add up: •“Structural Deficit” context: There is a certain share of structural deficit that occurs regardless of the Council’s policy choices each year. This includes things like health insurance premium increases, union-agreed pay adjustments, use of one-time revenues used in the previous year, etc. Given the usage of fund balance and federal grants to balance the budget this year, as well as the one-time savings and grant funded positions noted above, the structural deficit for the FY 22 and following FY 23 budgets could be much larger than in previous years. This annual conversation causes the Administration, through their Department experts, to look for creative efficiencies in expenditures that they might not have otherwise been willing to explore. The Administration, with their front-line employees, are best equipped to identify opportunities for efficiency gains. If all efficiencies have been exhausted, the “fall-back” options to address the structural deficit are service/program cuts or tax increases because per state law the City must adopt a balance budget annually. o Funding our Future - In 2015 the Legislature authorized the City to impose a 0.5% additional local sales tax option as a result of the decision to relocate the State prison. The Council Potential structural deficit One time Revenue American Rescue Plan (ARPA) Grant - Revenue Loss ($7m possible for FY 23)10,000,000 Appropriation from Fund Balance 4,900,000 Reimbursement for Fire Deployments 515,000 Recapture unspent prior year housing dollars (keep within FOF)750,000 Health Insurance Premium Holiday 915,195 Total 17,080,195 Ongoing Expenses funded w/ Grants or One-time savings proposed Assistant City Prosecutor (10 months)53,610 CAN CCAC Adustments (10 months)21,511 CAN Deputy Director (10 months)31,750 Finance Deputy Director (10 months)28,721 HR CCAC Adjustments (10 months)700 HR Recruitment Supervisor (10 months)20,204 HR Technician (10 months)21,790 PD CCAC Adjustments (10 months)8,729 PD Staff for legislative changes (10 months)12,167 PD Internal Mental Health Responder (10 months)20,000 PD/Non-dept - 3 social workers (10 months)9,375 PD/Non-dept - 3 social workers (6 months)28,125 Public Services - Engineer (9 months)56,611 Public Services - 2 Landscape Architects (9 months)29,492 Public Services - Engineering records specialist (9 months)14,125 911 Comm Bureau - 8 FTEs to implement 32hr workweek (6 months)153,450 Grant-Funded Positions/Programs that could be longer term - (1 FTE) Special Projects Assistant for Community Commitment Program (CAN)93,829 - (3 FTE) Associate Planners 235,000 - (1 FTE )Transportation Right of Way Utilization Manager 160,000 - (1 FTE) Youth & Family Community and Program Manager (from BA#2) (CAN)90,633 - Youth & Family COVID Programming Continuation (CAN)711,350 - (3 FTE) Arts Council Staffing & Operational Costs (Economic Dev elopment)350,000 - (1 FTE) Business & Cultural Districts (Economic Dev elopment)150,000 - (2 FTE) Economic Dev elopment Staff (Economic Dev elopment)290,000 - (1 FTE) Grant Administrator (Finance)101,020 - (1 FTE) Grant Manager (Finance)95,000 - (1 FTE) Business Analyst (Finance)89,500 - Apprenticeship Program (All Departments)1,000,000 - (4 FTE) MRT Expansion [6 Months] (Fire)136,762 - (1 FTE) Forest Preserv ation and Growth Program 219,000 Total 4,232,454 Total potential FY 23 structural deficit 21,312,649 Page | 9 initiated this option, and while the state enabling legislation did not restrict what the City could do with these funds, the Council and Administration determined four critical need areas of focus for the funds based on resident engagement and feedback: housing, public safety (911, fire and police), transportation, and street infrastructure (sidewalk-to-sidewalk). •The FY 22 budget anticipates $35.6 million from this revenue line item (an increase of $2.8m), bringing it in line with the adopted FY 19-20 budget (pre-pandemic). •The Administration’s proposed budget tracks the revenues and expenses separately to increase transparency for the public as to how these funds are used. The public can also visit fundingourfutureslc.com for details on the programs and projects funded from these dollars and the voter-approved $87 million Streets Reconstruction Bond. •The proposed budget includes several policy shifts for Funding our Future dollars that the Council may wish to discuss further, in particular how to communicate these shifts to the public, and whether they should be considered temporary, and how they will be tracked. •In particular, the Mayor’s recommended budget increases funding in the broadened category of “Public Safety”, with expanded uses such as Fire, mental health responders, dispatchers, and emergency management personnel. It also increases funding in the infrastructure category, to facilitate more efficient street repair, resulting in more potholes filled and lane-miles repaired. •See Attachment 4 for a detailed list of Funding our Future initiatives, by category, and how investment differs from FY 21 to the Mayor’s Recommended budget for FY 22. •Staff will highlight this revenue tool in each of the relevant departments. o Restored “vacancy” savings from FY 21 - the Administration is proposing to restore the “vacancy savings” most departments included as part of the FY 21 budget ”soft hiring freeze.” This will help with many of the service-level concerns raised during the last budget cycle. •Other budget highlights relating to Council priorities - Staff has highlighted priorities as evidenced by the Council’s focus in the recent year: Racial Equity in Policing, Homelessness, Affordable Housing, Transit/Transportation, Funding for Infrastructure/Capital Projects: o Funding for Public Safety (911, fire and police) recommendations of the Racial Equity in Policing Commission and the Council’s financial and operations audit of the Police Department – The proposed budget reflects the multiple ways the City keeps people safe and could advance this multiple strategies approach across departments. One of the major changes is expanding response options beyond police officers, and support for community support programs. The recommended budget reflects these recommendations in a variety of departments, which will be discussed more during each of those specific briefings, but are summarized here: ❖Budget changes reflecting initial REP Commission Recommendations •Funding for the Peer Court Program - $20,000 – Non-Departmental budget •Senior Advisor Position in the Mayor’s Office to focus on Equity – Mayor’s office budget •Funding for 6 full-time social workers to increase the available hours for the SLCPD’s co-responder model – $450,000 - funded from Funding our Future Public Safety dollars (funding phased in to hire 3 in September and 3 in January). Ongoing funding for current social worker program continues to be budgeted in Non-Departmental •REP Commission Senior staff –full time staff in the Mayor’s Office (funding in Non-Departmental) to provide staff support to the REP Commission as the work moves forward (Related, not specifically recommended by the commission) •(staff note: more recommendations are anticipated in the coming months, and Council Staff is of the understanding that the FY 21 holding accounts that has Page | 10 been carried forward can be available to advance those recommendations, should those need funding) ❖Budget changes reflecting broadening of duties typically handled by police •ARPA Funding to expand the Medical Response Team (MRT) to the Ballpark/Poplar Grove area – (6 months - 4 FF - $136,762; Equipment $46,700) •Funding to transition work schedule for 911 dispatch, to assist with turnover – 6 months, 8 FTE - $153,450 •Permanent funding for the Community Commitment Program (CAN) to assist with camp cleaning and resource-connections – funding spread throughout PD, CAN and Public Services •Replacing backlog of Fire Apparatus vehicles through funding our future public safety category - $4 million •More Emergency Management Staff in the Fire Department (Emergency management relocated from the Police Department) - •$70,000 street racing initiative in PD – for “enhanced mitigation” of street racing in the City ❖The Council may also wish to consider the recommendations from Matrix Consulting based on the financial and operations audit of the Police Department presented to the Council on April 20. Staff is aware that they will be providing the requested “roadmap” for prioritizing implementation of recommendations in the coming weeks, and it may be available for the Police Department budget discussion scheduled on May 18. o Homelessness – The Mayor’s proposed budget continues the consolidation of homeless services expenses (except tangentially-related public safety and RDA affordable housing development) into the CAN Department, managed by a coordinator that was added in mid-year FY 2017, along with a program manager. The proposed budget moves continues parks clean up funding in the Public Services Department and funding Police Department for the Community Commitment program at a level that was established through this year’s budget amendments . ➢Policy Question – the Council may wish to ask the Administration for an update on state-level efforts to address homelessness, now that the statewide homelessness officer position overseeing the issue has been filled. •These various programs will be explored in more detail for the Community and Neighborhoods Budget briefing at a later date. o Affordable Housing – The Mayor’s proposal to dedicate more than $11 million to affordable housing consists of the following: Anticipated ARPA (Federal) funding 4,414,556 Funding administered by RDA (via Funding our Future)4,732,627 Funding Our Future administered by HAND (Sales Tax Option) 2,050,000 TOTAL $11,197,183 o ❖The Administration is proposing to continue the streamlining of housing development into RDA ($4.7 million from funding our future), while HAND will focus on housing programs with the remainder of the funding our future dollars. ❖Most programs are continuations of programs from previous years. It appears that the Administration is recommending to discontinue the Community Land Trust program, Page | 11 and is proposing to recapture the unspent $750,000 from previous years (it appears to be repurposed in other FOF categories). This can be discussed in more detail during the CAN briefing. The Community Land Trust was funded three years in a row, but the dollars were not spent. The Council can also discuss funding for Housing Development as the RDA Board during the RDA Budget discussion. ❖Background: FY 20 represented the first year of identified on-going investment in housing in the City from this stream, as there were not previously on-going funds to support housing directly, other than annual allocations from the RDA, which varied over time. Salt Lake City is the only city in Utah with a non-RDA related revenue stream dedicated to affordable housing. o Transit/Transportation – Both the FY 2019 and FY 2020 budgets made significant progress towards implementing the City’s transit master plan. New sales tax funding enabled a20-year interlocal agreement with UTA to provide enhanced bus services, specifically adding more frequent service and extended hours on key transit master plan routes. Previously City funding was not available to enable increased/enhanced access to transit, other than the Hive Pass program. The total amount of sales tax funding supporting transit (outside of the contract with UTA) is as follows: TRANSPORTATION (pages E-100, E101) Sales Tax Option: Transit Plan - Key Routes -200,000 Sales Tax Option: Transit Plan - On-Demand Ride Services (Smaller Service Area) 1,100,000 Sales Tax Option: Transit Plan - Bus Service Mobilization for 1000 North Bus Route 1,101,319 TOTAL $2,001,319 The Council will have a more in-depth discussion of this initiative during the Community and Neighborhood Department briefing. o Funding for Infrastructure and Capital Projects – The proposed budget funds the Capital Improvement Program (CIP) at 6% of ongoing general fund revenue (previous plans identify 7% as a minimum level of investment, although these plans have not been updated for some time), as well as continuing the significant investments made in infrastructure via Class C “gas tax” funds, a second streets maintenance crew, the County quarter cent transportation sales tax option (now reflected in the CIP budget log), and a voter-approved $87-million Streets Reconstruction General Obligation (GO) Bond. These areas will all be discussed in further detail in the appropriate department briefings (CAN/Transportation, CIP). See Attachment 3 for the CIP funding log summaries covering the General Fund, RDA and Enterprise Funds. ❖Forthcoming Bond Proposal – The Mayor’s budget presentation referenced an upcoming bond request, utilizing funds freed up from a bond that was paid off this last fiscal year. The Council has received preliminary information about this proposal, but the Administration has not as of the printing of this report transmitted a formal proposal. It is staff’s understanding that this proposal is forthcoming. The Mayor’s recommended budget includes a debt service placeholder for this bond of $3.7 million. Staff will provide this information to the Council and the public as soon as it is received and may reference it in future budget reports, if it is available by then. The expectation is that the Council will discuss potential projects in conjunction with specific discussion of CIP projects in July and August. Staff note: it is not clear what staffing or maintenance resources will be needed as a result of any of the proposed projects in a potential bond. It is Page | 12 likely that any facility is 2 or 3 fiscal years from opening, but given the investment in new FTEs in this budget, the Council may wish to discuss this with the Administration as they are considering funding in this budget and the potential bond. •Background on Infrastructure - Infrastructure in the City is funded several ways: ▪CIP (enhanced by Funding our Future in FY 20)– funds a variety of ongoing infrastructure projects including sidewalks, ADA ramps, bridges, curb/gutter, facilities and buildings, park amenities and usually local/residential neighborhood streets. These are either funded through annual allocations on a pay as you go basis, or larger projects are sometimes financed with debt service (future revenue bonds such as sales tax). ▪County Quarter Cent Sales Tax for Transportation Funds (Fund Class 69 – new in FY 20) – The Administration will be tracking both the receipt and expenditure of these funds in a separate account to make reporting to the state more streamlined (these funds are restricted as to use). ▪Class C (gas tax) funds in CIP – this usually funds larger scale projects and is typically allocated in a large quantity. In recent year, the Council appropriated these funds as a batch for street reconstruction and asphalt overlays. The internal Roadway Selection Committee determines which specific street segments receive improvements based on several criteria and other major projects. ▪Streets Division Budget located in the Public Services Department – this usually funds the more small-scale, maintenance activities such as pothole patching and chip seal-type projects. The City does not have a concrete street maintenance program but funding to create one is proposed in the FY22 budget. The City currently has an asphalt street maintenance program. The vast majority of City streets are asphalt pavement. ▪Infrastructure is also addressed indirectly through Engineering, Transportation (Community and Neighborhoods Department), and Streets (Public Services) general fund budgets, and Public Utilities Budget (sewer, stormwater and water). o Overall Fiscal Health of the City – in FY 20 the Council established a goal of setting Fund Balance at 13%. The Mayor’s recommended budget uses $4.9 million from fund balance to balance the budget but maintains a fund balance of 15%. This is an increase from previous fund balance levels and is due in part to sales tax overperforming the conservative budgeted amount from the previous year, as well as anticipating some City Departments will not fully spend their budgets in FY 21. As noted above, this budget uses one-time funds to pay for on-going expenses and utilizes one-time savings to balance the budget. Both of these strategies will increase the “structural deficit” for the next budget year. ADDITIONAL KEY ELEMENTS OF THE MAYOR’S BUDGET PROPOSAL A. Legislative Intents of the Council – The Administration has included all FY 2020 Legislative Intent Statements and Interim Study Items adopted by the Council in the Mayor’s Recommended Budget Book, starting on page C-22. Staff will make a note of relevant items throughout the department budget briefings and hold a legislative intent briefing later in the budget process to confirm the list for the coming fiscal year. B. Other Expense-related items of note – staff will be highlighting important expense changes in each department briefing. The following is a list of noteworthy Citywide items that may be of interest to the Council and/or the general public: Page | 13 1.Department Overviews and Objectives and Measurements – The Mayor’s Recommended Budget Book includes a helpful 2-3 page overview of each department starting on page E-9. This section includes objectives and measurements where available and tracked by the department. In addition, these department overview pages include the following information: •Org chart of the department •Vision statement/mission statement and overview of the purpose and functions of the department •Performance measures where tracked •Comparison of actual/adopted/proposed budget by category or division •High level description of changes from last year Council Staff will highlight each of these as departments are briefed before the Council. The Council may wish to provide feedback to the Administration at that time, regarding any additional helpful measurements/outcomes that would help the Council in their budget deliberations. 2. Department reorganization, New department proposed - The Administration’s Budget proposes the following shifts in divisions/responsibilities: ➢Shifts the Public Lands Division out of Public Services to a new Department of Public Lands o See page E-70 of the budget book for the proposed departments mission, vision, and overview o $18.8 million budget, 118.35 FTEs o 8 new FTEs proposed in addition to the transfer of 110.35 FTEs from Public Services ➢Shifts the Engineering Division from CAN to Public Services o 5 new FTEs proposed for Engineering in addition to the transfer of 44 FTEs from CAN o Capital Asset Development Manager will move to Engineering ➢Shifts the Youth and Family Division from Public Services to CAN o 1 Deputy Director of Community Services to oversee functions of CAN relating to community building o Grant funds will pay for an FTE office facilitator in HAND o The recommended budget is propoing American Rescue Plan funds to continue the enhanced youth and family COVID programming, and is proposing to add 1 FTE ➢BA #7 – Shifted Emergency Management from PD to Fire o 2 new FTEs proposed in addition to the transfer ➢Office of Equity and Inclusion in the Mayor’s Office 3. American Rescue Plan Act (ARPA) Funding The Mayor’s Recommended Budget includes $10million in revenue and $4,198,794 of proposed expenditures using one-time ARPA funding which is summarized in the table below. This includes 20 new FTEs and several program expansions. As noted before, in a few years when the ARPA funds are gone other revenue would need to be identified for the new FTEs and program expansions to continue. The Administration states proposals to use the remaining $25.8 million of first round ARPA funding will come to the Council in budget amendments during FY22. Page | 14 The City is expected to receive a total of $87 million under the American Rescue Plan Act which will be sent directly from the U.S. Treasury (no pass through from another level of government). The funding will be received in two rounds: $40 million in the first round in the coming weeks and $47 million in the second round which must be at least 12 months after the first round. All the funds must be spent by December 31, 2024. Federal guidance is currently pending and is expected to detail allowable uses, eligibility criteria, and how to show justification for and document expenses. The City would be in a better position by closely following the guidance in case the Federal Government audits the City’s use of the funding and to avoid the potential to refund any expenses. 4.Enterprise Resource Planning (ERP) Initiative – The budget includes a number of staff positions and transfers to support the City’s general efforts to deliver and implement an Enterprise Resource Planning Initiative. Over the next two years, this will be a key focus of the City’s Innovations team (implemented in budget amendment #6), but will also need the support and focus of many FTEs throughout the City in order to make it successful. •Staff will highlight in various department briefings where additional staff is proposed to be added to facilitate these efforts. •Background: The City currently utilizes a number of programs to help the City manage and track human resources and finance data. Because these systems are out of date and do Page | 15 not cross-communicate, there are several pain points that significantly reduce the efficiency of City employees, hampering efforts at streamlining and transparency. As has been discovered in the recent Audit of the Police Department, current organization of the City’s financial system also hampers analytical projects like the forthcoming zero-based budget exercise for the Police Budget. Due to the fact that all of these systems are in need of updating the City decided in FY 20 to embark on securing a system-wide solution known as Enterprise Resource Planning (ERP). Other Cities are utilizing this technology to dramatically streamline operations and increase transparency. The Administration has convened a team with representatives from various departments to guide this process and ensure that all stakeholder needs are met. This can be addressed in more detail in the IMS Department budget discussion. 5. Public Utilities Funds items of note: •Water Utility - There is an 8 percent proposed rate increase for this fund this year. Rate increases for this utility are timed based on capital project needs and the related bonding to finance the projects; as part of this, rates will be proposed for increase in subsequent years: “[the utility] is planning rate increases between 10% and 15% in future years through FY2025 in order to maintain and rehabilitate infrastructure, and meet more stringent water quality requirements.” ▪The Water Fund anticipates fiscal year 2022 bond proceeds of $26,146,000, with significant additional estimated debt funds through at least fiscal year 2026. Relatively massive bond issuance activity is projected to continue through fiscal 2026 to support capital needs, for example large-scale capital needs related to the utility’s water treatment plants totaling in the hundreds of millions of dollars. ▪Debt service as a percent of gross operating revenue is projected this year at 5 percent and projected to rise to 8 percent through fiscal 2026. •Sewer Utility - There is a proposed rate increase of 18 percent. Rates are also projected to increase in subsequent fiscal years. Increases are timed based on capital project needs and the related bonding to finance the projects; as part of this, rates also increased 18 percent last fiscal year. Rate increases and bonding activity are related to the generational Water Reclamation Facility construction project. ▪ The utility anticipates fiscal year 2022 bond proceeds of $123,687,000 and federal government WIFIA loan proceeds of $93,890,000. Bond issuance activity is projected to continue through fiscal 2024, and WIFIA loan disbursements are projected to continue through fiscal 2026. ▪Debt service as a percent of gross operating revenue is projected to peak this year at 27 percent and taper to 24 percent through fiscal 2026. •Stormwater Utility - There is a proposed rate increase of 10 percent this year. Previous and current bonding activity related to infrastructure needs drives the proposed rate increase. Much of the recent infrastructure activity in this utility has been related to the City’s general obligation bond for streets reconstruction. •Street Lighting Utility - This fund will not have a rate increase this year, however the department is proposing funding for a rate study to inform potential future rate increases. The utility will also consider implementation of its proposed Street Lighting Master Plan. 6.Golf – The Administration is proposing to continue the previous approach of using transfers from the General Fund to help the Golf Fund into a balanced operational budget. Due to increase play this last year, pursuing this strategy for the upcoming fiscal year will allow the Golf Fund to dedicate the $1 per round Capital Project fee to needed capital projects (recent years this fee has been used to offset operational losses). This year the Administration is proposing the following transfers from Non-Departmental (Gen fund) to the Golf Fund: •Cost of living wage for golf employees - $370,000 •ESCO debt service payment - $484,000 •Administrative Fees -- $315,779 (these will be paid back to the general fund and is done for accounting/transparency purposes) Page | 16 •IMS Fees - $200,000 (these will be transferred to the IMS fund) •General transfer to assist Golf - $500,000 (this was proposed as one time initially in FY 20, but has been in every budget since then) The Council may wish to consider how the broader public could benefit from golf course opens space considering the general fund subsidy of golf operations. Given the proposed general fund subsidy for Administrative Fees currently paid by other Enterprise funds (such as the Airport), the Council may wish to request the Administration’s key public policy findings that support the notion of not charging Administrative fees and supporting the debt of an enterprise fund. 7. 32 Hour Work Week Pilot Program for 911 Department Dispatchers - Over the past five years, the 911 Department averaged 20% turnover which is greater than the City’s average over the same period across all departments. The MRB includes a request to hire eight additional dispatcher FTEs for a six-month pilot program. It is based on the premise that allowing dispatchers to retain existing salary levels while working eight hours less a week will improve employee retention and morale and decrease turnover. Dispatchers are considered the “first first responders” and some studies have shown they experience mental health challenges at similar rates to fire fighters and police officers. 8. Public Safety Category in Funding Our Future and Fleet Fund - The Council previously defined the public safety category of Funding Our Future (FOF) as including the 911 Department, Fire Department and Police Department. Only the Police Department has received FOF dollars as part of the public safety category. The MRB includes restoring $4 million of FOF for Fire Department vehicles. The $4 million from FOF was used to purchase police sedans in FY2020 and was cut entirely in the FY2021 annual budget because of the financial uncertainty facing the City in the early weeks of the pandemic. Adding $4 million to the Fleet Fund dedicated to public safety vehicles helps the City’s overall fleet because it allows other General Fund dollars to be used for vehicle replacements that otherwise would not be available in the same fiscal year. 9.County transportation option - In 2018 the state legislature passed SB 136, which provided a process for Counties to add a sales tax levy to pay for “regionally significant transportation projects,” and indicated that beginning July 1, 2019, cities in those counties would receive 0.1% of the tax (UTA also receives 0.1% and the County retains 0.05%) for this purpose. Technically this is a tax collected by the County and remitted to the City, although it still falls under the category of a sales and use tax. This is anticipated to generate approximately $4.9 million that will be transferred to CIP in FY 21, per Council legislative intent. Note: the Administration is tracking this particular revenue and expense in a separate fund, so the total is not reflected in the general fund budget from an accounting perspective. 10.Green team - The MRB proposes ending the joint Green Team project run by Advantage Services and Wasatch Community Gardens (-$115,000) permanently in December 2021. After several years, the program, which aimed to help prepare women experiencing homelessness for new employment, was unable to graduate significant numbers of participants, and overhead and implementation challenges were great. 11.Compensation Changes - The MRB includes a 1% base salary increase for all City employees with an estimated cost of $1,727,863. There is another $1,663,625 of merit pay increases for employees Page | 17 represented by the three unions (AFSCME, Fire and Police) which are salary step increases that were previously negotiated. •Another salary increase is recommended for employees in positions that were found to be significantly lagging the market based on salary surveys. The City’s compensation philosophy is to pay employees in the 95%-100% of market to maintain competitive compensation levels compared to other employers along the Wasatch Front. These market- based salary adjustments are estimated to cost $154,700. •It’s important to note that some City employees could receive two of the three or all three of the above salary increases depending on what position they are in. There was no base salary increase for all City employees in the FY2021 annual budget because of the significant financial uncertainty facing the City during the early weeks of the pandemic. Employees did receive either a one-time $200 internet allowance or a $1,000 hazard pay bonus. There was also a one-time bonus of $500 to all employees except for employees in the Fire Union and AFSCME union who received a one-time $2,000 bonus. •The Administration is currently in negotiations with the three unions representing City employees. Additional compensation changes for represented employees may be recommended to the Council as part of the FY2022 annual budget based on those ongoing negotiations. 12.Health insurance – The Administration is proposing to continue the up-front contribution to health saving accounts (HSAs) for employees on the Summit Star High Deductible Health Plan (HDHP). This is $750 for a single employee and $1,500 for double and family. Premiums are also proposed to increase (3.5%) for the City’s health plan. For FY 22, the proposed budget includes a proposal to forgo payment on one of the premium pay periods to PEHP. They have indicated that the City’s health insurance pool is well above the recommended levels. The city can then use these funds for general fund purposes, albeit on a onetime basis. 13.Retirement – The Utah State Retirement System (URS) indicates to the City each year how much the City must contribute towards employees’ retirement. The past few years this line item has increased substantially, to make up for retirement system’s anticipated funds lost during the Great Recession of 2008. As in recent years, FY 2022 increases are not as significant as previous years. Council Staff flags this item annually as a necessary expense associated with City personnel that is not controlled by City policymakers. ATTACHMENTS: •Attachment 1 - FY 2022 Department Budget briefing schedule •Attachment 2 – FY 2022 FTE Changes by Department (including FTEs proposed to be funded by ARPA) •Attachment 3 – FY 2022 Mayor’s Recommended CIP Funding Log Summaries •Attachment 4 – Funding Our Future line item comparison FY 21/FY 22 Recommended Page | 18 ATTACHMENT 1 - FY 2020 Department Budget Briefing Schedule April 20 Work Session •Airport •Public Utilities •Library May 4 Formal Meeting •Mayor’s Recommended Budget Presentation May 11 Work Session •Budget Highlights from the Mayor’s Administration, including revenue •Council Staff Budget Overview •Metro Water •Governmental Immunity •Justice Court •Attorney's Office May 18 Redevelopment Agency (RDA) Meeting •RDA Budget Overview & Budget focus Council Work Session •Community & Neighborhoods •Police •Compensation •Human Resources •IMS RDA, City Council, and Local Building Authority Budget Public Hearing - 7:00 p.m. May 25 •Economic Development Department •Public Services & Proposed Public Lands Department •911 Communications Bureau •Sustainability Department & Refuse Fund •Golf Fund •Insurance and Risk Management •Non-Departmental •Unresolved Issues •CIP Overview Tuesday, June 1st Work Session •Fire •Fleet •Finance •Consolidated Fee Schedule •Legislative Intents and Interim Study items •Unresolved Issues Formal Meeting •City Council Budget Public Hearing Tuesday June 9th RDA •Potential budget adoption Council Work Session •Unresolved Issues Council Formal Meeting •Potential budget adoption Tuesday, August 17th •Council Formal Meeting - State-required Truth in Taxation Public Hearing Attachment 2 5/6/2021 FY 2022 Proposed FTE Changes by General Fund Department Department Adopted FY 2021 Positions Budget Amendment Positions New Positions New Positions Funded through ARPA Total (note: Total does not reflect grant positions, as they are Change New Position Notes/Other Notes Attorney 50.25 4.00 3 57.25 7 BA #5 - 2 FTE - Senior City Attorney BA #5 - Legal secretary BA #5 - Assistant City Recorder New - 3 Assistant City Prosecutors (10 months funding) Community and Neighborhoods 204 -5 -27 6 172 -32 BA #6 - transfer Civic Engagement Mgr and Specialists to IMS (3 Gen Fund FTE, 1 funding our future FTE) BA #7 Transfer GIS to IMS (2 FTE) Transfer - ADA & Equity to Mayor's Office (2 FTE) Transfer - 18 FTE - Youth and Family Division to CAN Transfer - Engineering Division to Public Services (44 FTE) New - Deputy Director of Community Services (10 months funding) New - HAND Office facilitator (grant offset) American Rescue Plan FTEs: 1 FTE - Special Projects Assitant for CCP 3 FTE - Associate Planners 1 FTE - Transportation Right of Way Mgr 1 FTE - Youth & Family Program Mgr Council 35 0 0 35 0 Economic Development (does not include RDA FTEs, which are now reflected as a separate department in the RDA staffing document) 15 0 0 6 15 0 American Rescue Plan FTEs: 3 FTE - Arts Council Staffing and Operating Costs 1 FTE - Business and Cultural Districts 1 FTE - Youth & Family Program Mgr Finance 69.7 1 1 3 71.7 2 BA #5 - Consumer protection analyst Transfer - Consumer protection analyst to Mayor's Equity Office New - Deputy Director (10 months) New - Business Analyst American Rescue Plan FTEs: 1 FTE - Grant Administrator 1 FTE - Grant Manager 1 FTE - Business Analyst 911 Communications Bureau 100 0 8 108 8 New - 8 Dispatchers to implement pilot program (6 months funding from Funding our Future) Fire 366 6 2 4 374 8 BA # 7 - 5 FTEs Transfer EM from PD to FD BA#7 - Fire Captain New - Emergency Management Phase 2 (2 FTEs from Funding our Future) American Rescue Plan FTEs: 4 FTEs - Medical Response Team Expansion (6 months) 1 FTE - Grant Manager 1 FTE - Business Analyst Human Resources 21.2 0.85 4 26.05 4.85 BA #4 - HR Deputy Director (.85 FTE) New - 1 FTE - ERP Analyst New - 1 FTE - Recruitment Supervisor (10 months) New - 2 FTE - HR Techs (10 months) Justice Court 44 0 0 44 0 Mayor 25 5 30 5 Reclassify - Census coordinator converted from FOF funding to Mayor's office - Citywide Volunteer Coordinator Transfer 2 FTE positions from CAN (ADA & Equity Coordinator) Transfer Consumer protection FTE from Finance to Equity Office New - REP Senior Staffer - funding through Non-Dept Police 648 -5 8 651 3 BA #7 - Transfer EM from PD to FD (5 FTEs) New - FTE Tracking legislative action (10 months) New - Internal Metal Health Responder (10 Months) New - 6 FTE Co-Responder Mental Health Responders (3 @ 10 months funding, 3 @ 6 months funding). Funding in Non- Departmental Public Lands (New Proposed Department)0 118.35 1 Transfer - 110.35 FTE - from Public Lands Division in Public services New - 4 FTE - Public Lands Department Development New - 1 FTE - North Temple Groundskeeper New - 1 FTE - Public Lands new properties/amenities New - 2 FTE - recreational trail system American Rescue Plan FTEs: 1 FTE - Forest Preservation and Growth Plan Public Services (note: Sustainability FTEs are reflected in Refuse Fund not in general fund staffing document) 310.35 -2 -78.35 230.00 -80.35 BA #6 - Transfer Deputy to IMS BA #6 - Transfer Special Projects Manager to IMS Transfer OUT - Youth and Family to CAN (18 FTEs) Transfer IN - Engineering to PS (44 FTEs) New - 1 FTE - Engineer (9 months) New - 2 FTE - Landscape Architect (9 months) New - 1 FTE - Architect (9 months) New - 1 FTE - Engineering Information and Records Specialist (9 months) New - 1 FTE - Streets response team (Funding our Future) Total 1,888.50 (0.15) 44.00 20.00 1,814.00 43.85 Proposed FY 2022 PROJECT GF GF FOF CLASS C IMPACT FEES ¼¢ SALES TAX OTHER TOTAL Debt Service Projects Sales Tax Series 2012A Bond $ 333,514 $ 333,514 Sales Tax Series 2013B Bond $ 530,801 $ 530,801 Sales Tax Series 2014B Bond $ 744,951 $ 744,951 Sales Tax Series 2016A Bond $ 2,009,296 $ 2,009,296 Sales Tax Series 2019 A Bond $ 366,151 $ 366,151 Sales Tax Series 2022 Bond $ 3,657,667 $ 3,657,667 B & C Roads Series 2014 $ 975,377 $ 975,377 ESCO Debt Service to Bond $ 896,500 $ 896,500 ESCO Steiner Debt Service $ - ESCO Parks Debt Service $ - Fire Station #3 $ 483,233 $ 483,233 Fire Station #14 $ 500,900 $ 500,900 Debt Service Projects Total $ 8,538,880 $ - $ 975,377 $ 984,133 $ - $ - $ 10,498,390 Ongoing Projects Crime Lab $ 560,869 $ 560,869 Facilities Maintenance $ 350,000 $ 350,000 Parks Maintenance $ 250,000 $ 250,000 Ongoing Projects Total $ 1,160,869 $ - $ - $ - $ - $ - $ 1,160,869 Other Ongoing Community and Neighborhoods - Surplus Land RES $ 200,000 $ 200,000 Public Services- Smiths Ballfield $ 154,000 $ 154,000 Public Services- ESCO County Steiner $ 148,505 $ 148,505 Public Services - Memorial House $ 68,554 $ 68,554 Other Ongoing $ - $ - $ - $ - $ - $ 571,059 $ 571,059 Maintenance Funded Projects $ - Multimodal Street Maintenance $ 200,000 $ 200,000 Bridge Preservation 2021/2022 $ 21,429 $ 278,571 $ 300,000 Trails Maintenance $ 200,000 $ 200,000 $ - Maintenance Funded Projects Total $ 21,429 $ 278,571 $ - $ - $ 400,000 $ - $ 700,000 New/Maintenance Projects Total Kensington Byway Ballpark $ 500,000 $ 500,000 400 South Viaduct Trail $ 310,000 $ 90,000 $ 500,000 $ 900,000 1700 South Corridor Transformation $ 317,792 $ 35,300 $ 353,092 A Place for Everyone: Emerald Ribbon Master Plan $ 416,667 $ 416,667 Glendale Waterpark Master Plan & Landscape Rehabilitation & Active Recreation Component $ 3,200,000 $ 3,200,000 Transportation Safety Improvements $ 44,400 $ 400,000 $ 444,400 Public Way Concrete 2021/2022 $ 75,000 $ 675,000 $ 750,000 Highland High Crosswalk Enhancements $ 85,000 $ 85,000 Training Tower Fire Prop Upgrade $ 6,223 $ 312,056 $ 318,279 Three Creeks West Bank New Park $ 150,736 $ 150,736 900 South 9Line RR Crossing $ 28,000 $ 172,000 $ 200,000 Pavement Conditions Survey $ 3,571 $ 171,429 $ 175,000 Replace Poplar Grove Tennis with new Sportcourt $ 349,026 $ 84,307 $ 433,333 Urban Trails $ 6,500 $ 1,038,500 $ 1,045,000 Three Creeks West Bank Trailway $ 484,146 $ 484,146 Area Studies $ 201,000 $ 201,000 Single Family/Fire Behavior Prop $ 374,864 $ 374,864 200 South Transit Complete Street Supplement $ 37,422 $ 415,800 $ 453,222 Local Link Construction $ 50,000 $ 450,000 $ 500,000 Sugar House Park Fabian Lake Pavilion Remove and Replace $ 183,834 $ 183,834 Liberty Park Cultural Landscape Report and Master Plan $ 354,167 $ 354,167 Liberty Park Basketball Court $ 99,680 $ 99,680 Neighborhood Byways $ 104,500 $ 940,500 $ 1,045,000 Ot h e r O n g o i n g Salt Lake City General Fund / Class C / Impact Fee / Enterprise Fund / Other CIP Summary Fiscal Year 2022 De b t S e r v i c e On g o i n g Ma i n t e n a n c e Ne w C I P Rail Adjacent Pavement Improvements 2021/2022 $ 70,000 $ 70,000 700 South Westside Road Configuration $ 223,450 $ 291,000 $ 514,450 900 South Signal Improvements $ 96,500 $ 233,500 $ 70,000 $ 100,000 $ 500,000 Multimodal Intersections & Signals $ - Corridor Transformations $ 25,398 $ 282,200 $ 307,598 SLC Foothills Land Acquisitions $ 425,000 $ 425,000 Jordan Park Pedestrian Pathways $ 510,000 $ 510,000 SLC Foothills Trailhead Development $ 1,304,682 $ 1,304,682 Odyssey House Annex Facility Renovation $ 300,000 $ 300,000 Downtown Green Loop Implementation: Design for 200 East linear Park $ 610,000 $ 610,000 Street Improvements 2021/2022 $ 2,046,329 $ 2,046,329 Tracy Aviary Historic Structure Renovations $ 51,700 $ 104,378 $ 156,078 Historic Structure Renovation & Activation at Allen Park $ 420,000 $ 420,000 Capital Asset Replacement Program $ 1,252,230 $ 1,252,230 RAC Playground with Shade Sails $ 180,032 $ 180,032 New Projects Total $ 4,249,391 $ 3,176,129 $ 2,046,329 $ 7,291,970 $ 4,500,000 $ - $ 21,263,819 Cost Overrun $ 88,514 $ 71,600 $ 160,114 Percent for Art $ 66,386 $ 53,700 $ 120,086 Total General Fund/Other Fund/Class C Fund/Impact Fee Fund/CDBG Fund/Surplus Land Fund CIP Projects. $ 14,125,469 $ 3,580,000 $ 3,021,706 $ 8,276,103 $ 4,900,000 $ 571,059 $ 34,474,337 Other Capital Improvement Programs City Infrastructure Projects ( CIP Engineering/Transportation) SLC Transportation-route 4 Frequent Transit Route $ 322,000 $ 322,000 Total CDBG $ 322,000 $ 322,000 Airport CIP Projects Pump House #5 Renovations $ 928,000 $ 928,000 Pump Station & Diversion Valve $ 1,300,000 $ 1,300,000 Gate 39 Reconstruction $ 165,000 $ 165,000 North Cargo Apron Development $ 25,605,000 $ 25,605,000 Taxiway F Reconstruction $ 580,000 $ 580,000 Taxiway P, N, & H3 Pavement $ 1,620,000 $ 1,620,000 Taxiway Q Pavement Rehabilitation $ 1,646,000 $ 1,646,000 Bureau of Land Management Access Road $ 1,660,000 $ 1,660,000 Bureau of Land Management Apron $ 2,731,000 $ 2,731,000 Landside Lighting Wire Replacement $ 1,566,000 $ 1,566,000 Electric Vehicle Charging Stations $ 219,500 $ 219,500 Roadway Entrance feature and Landscape $ 250,000 $ 250,000 GA Zone 3 Corporate Hangar Site Develop $ 1,205,000 $ 1,205,000 Terminal Redevelopment Program $ 164,849,000 $ 164,849,000 North Concourse Program $ 186,614,000 $ 186,614,000 Total Airport CIP Projects $ 390,938,500 $ 390,938,500 Golf CIP Projects Maintenance Equipment $ 257,575 $ 257,575 Range Improvements $ 177,836 $ 177,836 Tee Box Leveling $ 60,000 $ 60,000 Total Golf CIP Projects $ 495,411 $ 495,411 Public Utilities CIP Projects Water Main Replacements $ 18,019,000 $ 18,019,000 Treatment Plant Improvements $ 7,350,000 $ 7,350,000 Deep Pump Wells $ 1,630,000 $ 1,630,000 Meter Chang-Out Programs $ 2,500,000 $ 2,500,000 Water Service Connections $ 2,950,000 $ 2,950,000 Reservoirs $ 1,650,000 $ 1,650,000 Pumping Plants and Pump Houses $ 1,550,000 $ 1,550,000 Culverts, Flumes & Bridges $ 1,533,000 $ 1,533,000 Distribution Reservoirs $ 2,350,000 $ 2,350,000 Landscaping $ 68,000 $ 68,000 Treatment Plants $ 191,045,826 $ 191,045,826 Collection Lines $ 32,405,000 $ 32,405,000 Lift Stations $ 2,685,000 $ 2,685,000 Storm Drain Lines $ 7,362,500 $ 7,362,500 Riparian Corridor Improvements $ 250,000 $ 250,000 Detention Basins $ 50,000 $ 50,000 Landscaping $ 168,000 $ 168,000 Storm Water Lift Stations $ 700,000 $ 700,000 Street Lighting Projects $ 2,240,000 $ 2,240,000 Total Public Utilities CIP Projects $ 276,506,326 $ 276,506,326 Redevelopment Agency (RDA) CIP Projects Station Center Infrastructure $ 332,179 $ 332,179 Total RDA CIP Projects $ 332,179 $ 332,179 RD A CD B G Ai r p o r t Go l f Pu b l i c U t i l i t i e s Total Sustainability CIP Projects No Projects $ - Total Sustainability CIP Projects $ - $ - Total Enterprise and Other Fund CIP $ 668,594,416 $ 668,272,416 GRAND TOTAL $ 14,125,469 $ 3,580,000 $ 3,021,706 $ 8,276,103 $ 4,900,000 $ 669,165,475 $ 702,746,753 Su s t a i n a b i l i t y Attachment 4 5/6/2021 MRB MRB Housing FY2021 FY2022 Change Planner 118,796 101,160 (17,636) Census Coordinator 83,310 - (83,310) Community Development Grant Administrator 98,964 99,408 444 Civic Engagement specialist 80,054 80,054 - Shared Housing 100,000 162,000 62,000 New House 20 250,000 250,000 - Build a more equitable City Move to CAN 300,000 388,000 88,000 Community Land Trust 500,000 - (500,000) Expanded Housing Opportunity Program - Landlord Insurance Move to CAN 350,000 53,000 (297,000) Incentivized Rent Assistance Move to CAN 900,000 671,620 (228,380) Mortgage Assistance Move to CAN 500,000 50,000 (450,000) Land Discounts and Financing Transfer to RDA 2,590,000 2,590,000 - Marketing home ownership programs Move to CAN 300,000 300,000 - Service Models for most vulnerable Move to CAN 200,000 525,380 325,380 TOTAL 5,276,741 5,270,622 (1,100,502) MRB MRB Transportation FY2021 FY2022 Change Transit Planner 88,974 103,304 14,330 Planner 90,446 109,398 18,952 Project Engineer 132,152 112,206 (19,946) Transportation Engineer 120,922 120,922 - Civic Engagement Specialist 76,198 - (76,198) Transit Key Routes 4,700,000 4,500,000 (200,000) On Demand Ride Services - 1,100,000 1,100,000 Transit Route Improvements 1,100,000 - (1,100,000) Branding and Outreach 100,000 100,000 - Bus Service Moblization for 1000 North - 1,101,319 1,101,319 TOTAL 7,794,387 7,247,149 838,457 MRB MRB Infrastructure FY2021 FY2022 Change Streets Crew (includes reclass)1,550,937 1,550,937 - Streets Crew Supplies (including inflationary adjustment)785,348 785,348 - Fuel 16,746 16,746 - Fleet Maintenance 138,500 138,500 - New Infrastructure Projects 2,400,000 2,300,000 (100,000) Streets Fleet Equipment 950,916 950,916 Concrete maintenace Equipment 58,000 58,000 Concrete Road Maintenance Initiative [Ongoing] 80,000 80,000 Concrete Road Maintenance Initiative [One Time] 69,500 69,500 Streets Response Team FTE [Ongoing] 53,300 53,300 Increase 1/2 Asphalt Budget [Ongoing] 120,000 120,000 TOTAL 5,465,283 6,123,247 1,231,716 MRB MRB Public Safety FY2021 FY2022 Change Police Officers 3,922,218 3,922,218 - Police Support 887,519 887,519 - Police Officer Equipment 609,720 609,720 - Police Salary and Enhancemenments 3,469,496 3,469,496 - Body Cameras 512,578 512,578 - Emergency Management Pahse 2 236,448 236,448 Fire Apparatus Replacement 4,000,000 4,000,000 Mental Health Responder 450,000 450,000 Public Safty Services and Staff 350,000 Dispatcher 153,450 153,450 TOTAL 9,401,531 14,591,429 4,839,898 CIP Trannsfer 1,380,000 1,280,000 (100,000) Fund Balance - - TOTAL FUNDING OUR FUTURE 29,317,942 34,512,447 Funding Our Future CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 SLCCOUNCIL.COM TEL 801-535-7600 FAX 801-535-7651 LUKE GARROTT | DISTRICT 4 |COUNCIL CHAIR || JAMES ROGERS | DISTRICT 1 | COUNCIL VICE CHAIR || KYLE LAMALFA | DISTRICT 2 || STAN PENFOLD | DISTRICT 3 ||ERIN MENDENHALL | DISTRICT 5 || CHARLIE LUKE | DISTRICT 6 || LISA R. ADAMS | DISTRICT 7 COUNCIL BUDGET STAFF REPORT CITY COUNCIL of SALT LAKE CITY www.slccouncil.com/city-budget TO:City Council Members FROM: Russell Weeks Senior Policy Analyst DATE:October 28, 2022 at 6:43 PM RE: Fiscal Year 2021-2022 Governmental Immunity Fund Budget ISSUE AT-A-GLANCE Salt Lake City is self-insured for exposures to liability claims. The Governmental Immunity Fund operates as a reserve fund managed by the Salt Lake City Attorney’s Office to address those claims. It is the fund the City uses to pay awards for legitimate claims for damage caused by the City and to fund the City’s legal defense in litigated matters. Having the fund means the City does not buy liability insurance, but the City does carry excess liability insurance to cover up to $4,000,000 per year for claims above the City’s self-insured retention of $1,000,000 per claim.1 The Attorney’s Office coordinates with Risk Management on matters in litigation and claims submitted against the City. One might note that the Governmental Immunity Fund and the Insurance and Risk Management Fund are listed as two line items in the Salt Lake City Attorney’s Office budget on Page B-13 of The Mayor’s Recommended Budget FY 2022. The page is perhaps the best depiction of the interrelated dynamic of the two internal service funds to the Attorney’s Office. Governmental Immunity also appears as a line item of inter- governmental transfers on Page E-96 of the Recommended Budget. Generally, the fund’s administrators have a goal to maintain a positive fund balance while continuing to cover the cost of potential claims against the City. Again, the bulk of the Governmental Immunity Fund’s annual revenue is an internal transfer from the General Fund. For Fiscal Year 2021-2022, the proposed transfer is $2,767,963 – the same amount as the current fiscal year’s adopted budget.2 The total proposed budget for the fund is $2,933,913. The figure is $78,710 more than the current year adopted budget of $2,855,203, a 2.75 percent increase.3 Project Timeline: Briefing: May 11, 2021 Budget Hearings: May 18, June 1. Potential Action: TBD Page | 2 Enterprise funds and Internal Service funds reimburse the General Fund for claim costs within those departments and divisions. They also pay their share of related overhead costs. Like every Utah municipality, Salt Lake City can increase property taxes if a single award or multiple awards exceed the amount budgeted in the Governmental Immunity Fund in any given fiscal year. A loss reserve analysis is performed each year by an actuary to determine the reserve level needed to fund the City’s outstanding liability claims. In the current fiscal year the Governmental Immunity Fund has paid 64 claims totaling $685,517 as of May 4. One-hundred twenty-seven claims were closed with no incurred cost, and 109 claims remain open. (Please see attachment.) According to the Recommended Budget, the Immunity Fund is projected to pay the salaries and benefits for 9 full-time equivalent positions. The positions are: 1 division chief senior city attorney; 3.50 senior city attorneys, .50 assistant city attorney, 1 claims specialist, and 2.50 paralegal workers, and .5 office facilitator.4 Salaries and benefits are projected at $1,243,043 and would account for about 42 percent of the total Governmental Immunity budget.5 POLICY QUESTIONS 1.The City can establish a property tax, similar to the Library Fund, which would go directly into the Governmental Immunity Fund. Is there any sentiment among City Council Members to do that, or is the current funding method adequate to meet the City’s needs? 1 Email, Tamra Turpin, May 5, 2021. 2 Mayor’s Recommended Budget Fiscal Year 2021-2022, Page B-9. 3 Mayor’s Recommended Budget Fiscal Year 2021-2022, Page B-9. 4 Mayor’s Recommended Budget Fiscal Year 2020-2021, Page F-13, 5 Email, Tamra Turpin, May 6, 2021. Governmental Immunity Claim Payments YTD FY21 as of May 4, 2021 Claim Number Court Number Claim Type Date of Loss Date Closed Total Incurred Department Name Division/Program ABI2018008829 Auto Bodily Injury 11/19/18 07/07/20 412,834$         Public Services Streets ABI2020009200 Auto Bodily Injury 01/13/19 10/08/20 40,472$           Police Police ABI2019009157 Auto Bodily Injury 04/08/19 09/08/20 38,000$           Police Police OPD2020009292 Property Damage 05/15/20 02/22/21 17,955$           Public Services Streets ABI2019009060 Auto Bodily Injury 06/18/19 09/20/20 15,449$           Sustainability Refuse EL2017008521 1:17‐cv‐18 Discrimination 03/10/16 09/29/20 14,250$           Airport Airport APD2020009361 Auto Property Damage 04/07/20 03/29/21 10,064$           Sustainability Refuse OPD2020009327 Property Damage 09/09/20 02/16/21 9,374$             Public Services Streets APD2019009134 Auto Property Damage 08/02/19 08/25/20 8,238$             Public Services Compliance EL2017008334 1:18‐cv‐66 Discrimination 06/08/17 07/09/20 7,800$             Police Police ABI2019009166 Auto Bodily Injury 07/19/19 01/12/21 7,500$             Public Services Streets APD2020009435 Auto Property Damage 12/07/20 04/07/21 6,420$             Public Utilities Water APD2020009389 Auto Property Damage 10/27/20 12/03/20 6,168$             Sustainability Refuse APD2020009276 Auto Property Damage 06/02/20 07/14/20 5,646$             Sustainability Refuse APD2020009223 Auto Property Damage 11/04/19 09/01/20 5,522$             Public Services Streets APD2020009433 Auto Property Damage 12/12/20 02/11/21 4,853$             Public Services Streets APD2020009270 Auto Property Damage 05/08/20 09/08/20 4,749$             Sustainability Refuse APD2020009258 Auto Property Damage 06/13/19 08/12/20 4,698$             Police Police APD2020009322 Auto Property Damage 07/15/20 12/01/20 4,289$             Public Services Streets APD2020009201 Auto Property Damage 08/02/19 08/25/20 3,809$             Public Services Compliance APD2020009300 Auto Property Damage 06/26/20 08/06/20 3,505$             Public Utilities Water APD2019009125 Auto Property Damage 10/01/19 09/24/20 3,154$             Police Police OPD2021009441 Property Damage 10/07/20 03/25/21 3,083$             Public Services Streets APD2020009279 Auto Property Damage 03/23/20 09/01/20 2,928$             Police Police APD2021009442 Auto Property Damage 06/25/20 03/18/21 2,862$             Sustainability Refuse APD2020009323 Auto Property Damage 08/31/20 10/08/20 2,623$             Public Utilities Water PROP2020009186 Property Damage 09/09/19 10/06/20 2,566$             Nondepartmental Nondepartmental OPD2020009286 Property Damage 09/08/20 09/24/20 2,213$             Public Services Urban Forestry  OPD2020009286 Property Damage 06/15/20 09/24/20 2,213$             Public Services Urban Forestry  APD2020009410 Auto Property Damage 10/08/20 02/17/21 2,073$             Police Police APD2020009302 Auto Property Damage 05/15/20 10/05/20 1,931$             Police Police APD2020009264 Auto Property Damage 05/20/20 08/17/20 1,919$             Sustainability Refuse OBI2019008970 200902718 Bodily Injury 07/10/10 10/19/20 1,902$             Public Services Parks APD2021009510 Auto Property Damage 04/07/21 04/29/21 1,879$             Police Police OPD2020009285 Property Damage 03/05/20 09/08/20 1,821$             Public Utilities Water OPD2020009187 Property Damage 10/02/19 10/06/20 1,748$             Public Utilities Water 1 of 2 Governmental Immunity Claim Payments YTD FY21 as of May 4, 2021 Claim Number Court Number Claim Type Date of Loss Date Closed Total Incurred Department Name Division/Program APD2020009196 Auto Property Damage 02/06/20 09/08/20 1,491$             Public Services Streets APD2020009271 Auto Property Damage 02/06/20 10/06/20 1,478$             Public Services Streets PROP2020009261 Property Damage 05/10/20 08/12/20 1,443$             Police Police APD2020009342 Auto Property Damage 07/09/20 11/09/20 1,362$             Public Utilities Water OPD2020009275 Property Damage 06/01/20 08/28/20 1,350$             Police Police APD2020009296 Auto Property Damage 07/02/20 08/18/20 1,274$             Public Services Parks APD2020009372 Auto Property Damage 09/26/20 04/01/21 1,201$             Public Services Streets APD2020009282 Auto Property Damage 06/19/20 10/08/20 1,183$             Sustainability Refuse APD2021009443 Auto Property Damage 12/15/20 04/09/21 841$                Police Police APD2021009513 Auto Property Damage 04/07/21 04/30/21 783$                CAN CAN PIP2020009179 Personal Injury Protection 05/09/19 09/08/20 763$                Police Police APD2020009267 Auto Property Damage 05/19/20 10/08/20 575$                Public Utilities Water APD2020009257 Auto Property Damage 05/01/20 08/18/20 500$                Police Police PROP2020009294 Property Damage 04/10/20 08/28/20 492$                Public Services Golf ‐ Forest Dale APD2020009288 Auto Property Damage 06/24/20 09/08/20 487$                Public Services Parks WD2017008466 180906804 Wrongful Death 09/22/16 11/30/20 476$                Nondepartmental Not SLC Corp. APD2020009204 Auto Property Damage 02/09/20 10/06/20 472$                Public Services Streets APD2020009218 Auto Property Damage 02/10/20 09/08/20 456$                Public Services Streets APD2020009398 Auto Property Damage 10/13/20 12/01/20 456$                Sustainability Refuse OPD2020009260 Property Damage 10/15/19 08/07/20 350$                CAN CAN OPD2020009299 Property Damage 06/07/20 10/08/20 305$                Public Utilities Water IMP2020009318 Impound 07/28/20 10/23/20 289$                Police Police APD2020009313 Auto Property Damage 07/07/20 11/04/20 280$                Public Services Streets APD2020009222 Auto Property Damage 01/30/20 08/17/20 221$                Public Services Streets OPD2020009225 Property Damage 02/04/20 09/01/20 170$                Sustainability Refuse APD2020009211 Auto Property Damage 02/05/20 09/01/20 145$                Public Services Streets OPD2020009367 Property Damage 09/24/20 03/29/21 88$                   Public Services Urban Forestry  APD2020009195 Auto Property Damage 02/03/20 07/14/20 75$                   Public Services Streets 127 claims were closed with no incurred costs 685,517$          Currently there are 109 open claims 2 of 2 CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 SLCCOUNCIL.COM TEL 801-535-7600 FAX 801-535-7651 COUNCIL BUDGET STAFF REPORT CITY COUNCIL of SALT LAKE CITY www.slccouncil.com/city-budget TO:City Council Members FROM: Libby Stockstill Policy and Budget Analyst DATE:May 5, 2021 RE: FY2022 BUDGET - JUSTICE COURT PROJECT TIMELINE: Briefing: May 11, 2020 Public Hearing: May 18 & June 1 Potential Action: June 8 or June 15 (TBD) ISSUE AT-A-GLANCE The Salt Lake City Justice Court is the largest municipal court in the State of Utah and operates within the jurisdiction of Salt Lake City under the umbrella of the Utah State Court System. The court handles Class B and C misdemeanors, infractions and small claims cases; jury trials, appeals and expungements, video hearings, prisoner transports, and daily interaction with jails throughout the State of Utah. The court monitors and tracks probation, warrants, community service, and restitution, collection of monetary penalties, appeals, expungements, and plea-in-abeyance cases. The Court also provides traffic school, coordination of language interpreter services, and any ADA needs that arise. Last year’s proposed Fiscal Year (FY) 2021 budget reflected an effort to find cost-savings where possible due to the impact of the COVID-19 pandemic on revenue to the City’s General Fund. The proposed budget for Fy22 includes a reinstatement of the full budget, requesting a total of $4,850,906 and 42 full-time employees (FTE). There is a small increase of $124,040 (2.56%) from the FY 2021 Adopted budget. The proposed budget does not include new programs or services, nor does it include cuts to existing services and programs. Information regarding the proposed budget is included on pages E-57 through E-61 of the Mayor’s Recommended Budget Book FY 2022. BUDGET HIGHLIGHTS The proposed FY 2022 budget includes a reduction of $14,055 in base to base personal services changes. This is based on a comparison of FY 2020-21 adopted budget to actual personal services costs paid during the first pay period of the 2021 calendar year. Additional changes in the Proposed Budget: •$73, 500 in savings from a citywide 6-month hiring freeze due to the COVID-19 Pandemic. This amount replaces the reduction from the FY 2021 budget. Page | 2 •$35,427 increase for the Justice Court’s portion of the Citywide general fund salary proposal. •$16,876 for insurance rate changes affecting all City departments. •$12,292 for scheduled merit increases (career ladder or scheduled step increases) for represented employees under a Memorandum of Understanding (MOU). Services and Programs Continued Services The Justice Court realized cost-savings during the pandemic when many services were paused. Cost savings due to Covid-19 include witness fees, juror, and interpreter fees, as well as security and prisoner transports, postage, and stationery. The Court will need the full budget as the court continues to expand in-house services and resume full operations. The Court has also been involved in preparing for an Implicit Bias Study. The Court is waiting for the first jury trial in over a year to begin the first phase. The study is done in partnership with the Access to Justice Lab (A2J), Harvard Law School, Harvard University. Through jury trials the Court will assist the A2J Lab researchers to study the effect of a de-biasing jury instruction tool on the decision making of juries and the outcomes of trials. The Court has been waiting for permission to hold jury trials and expects to begin May 13. Typical caseloads changed over the course of the pandemic. Serious cases related to domestic violence remained consistent with the relatively high pre-pandemic levels, while DUI caseloads declined. The Court has continued to provide services to unsheltered community members by holding court at the Weigand Center and is now participating in the City's Community Commitment Program. New Electronic Self-Calendaring System As a result of the pandemic, the court has implemented new programs to continue serving the public, including courtroom audio system upgrades, automated waitlist, virtual hearings, and employee telecommuting. The court also has been working on a self-calendaring system to allow defendants to calendar their own events, such as first steps of their court cases online, setting their arraignment, appointment of counsel, offers from prosecutors, requests for pretrial conference, getting discovery, resolution by e-signable plea by affidavit forms all without having to contact or be present at the court. The court has been working closely with the Salt Lake City Prosecutor’s Office, and the Salt Lake Legal Defender’s Association to draft an initial design for this process. These new services have required the technical support of the National Center of State Courts and IMS. However, some additional funding may be needed to help with the amount of tech support that is needed. Internally, as the City prioritizes resources for the Enterprise Resource Planning project (ERP), this project may not receive the needed support. This support has been critical to the continuity of court operations and has been a valuable customer service tool. The court wishes to sustain this project, which may require continued dedicated resources toward technical development and support. Policy Question: Is the program ready and being used or does it need additional development work? If additional development is needed, what is necessary to accomplish the next steps so that it is work well for the Court? ADDITIONAL POLICY QUESTIONS Page | 3 1.Does the Council wish to ask the Justice Court whether the halt in operations during the last fiscal year has created additional expenses as the court opens again and may need to catch up on a deferred workload? o If the court does expect additional expenses, the Council could consider asking how this might impact the Justice Court's ability to meet performance measure targets for FY22. ADDITIONAL BACKGROUND INFORMATION Tracking Measurements The Justice Court uses four metrics included in Table 1 to measure performance monthly; access and fairness (customer satisfaction), time to disposition for criminal Court cases, age of active pending criminal cases, and Criminal Case Clearance rate (Mayor’s Recommended Budget FY 2022, p.E-59). Table 1 Justice Court Performance Measures Justice Court Background The Salt Lake City Justice Court is the largest municipal Court in the State of Utah with a very high volume of misdemeanor cases. The court is a limited jurisdiction court under the umbrella of the Utah State Court system. The Justice Court is responsible for and processes Class B and C misdemeanor, infractions and small claims cases, jury trials, appeals and expungements, video hearings, prisoner transports, and daily interaction with jails throughout the State of Utah. The court monitors and tracks probation, warrants, community service, and restitution, collections of monetary penalties, appeals, expungements, and plea in-abeyance cases. The court also provides traffic school, coordination of interpreter services, and any ADA needs that arise. The Justice Court judiciary, employees, and security team describe their environment as dedicated to open and transparent access to the court, bringing justice for all, and providing a safe and civil environment for dispute resolution (Mayor’s Recommended Budget Book FY 2022, p. E-58). Vision Statement Creating a Court that is just, equitable, and trusted by all. Court Core Values Page | 4 Excellence Having the desire to succeed and the motivation to reach our full potential, going above and beyond in to accomplish the task at hand Respect Recognize and appreciate the value of each individual and their experience and situation Integrity Doing what we say we are going to do, applying honesty and accountability with openness Community Bridging the gap between Court, community and other agencies, improving access to resources and information Unity Supporting one another and fostering growth while reaching our goals and adhering to our values FY2021 Traffic Cases Filed, including DUI Cases Disposed Traffic Clearance Rate T.S. In- House Totals T.S. Online Totals TS Fees Collected Criminal Cases Filed, No DUI Cases Disposed Criminal Clearance Rate Homeless Ct. Defendants Seen Homeless Ct. Cases Heard Criminal Appeals DUI Filed DV Filed Juries S.C. Cases Filed Interest OSDC Principal Collected RxCost/ 1 Solution Revenue RxCost/ 1 Solution Expense CORIS Gross Revenue CORIS Revenue Retained COGS/ Income July '20 636 497 78%0 54 3,023$ 417 191 46%6 15 5 58 102 0 33 3,676$ 10,947$ 93,740$ 388,191$ 129,175$ 81,998$ 414% Aug 662 629 95%0 57 2,919$ 385 282 73%37 77 1 56 101 0 30 3,709$ 21,441$ 101,356$ 362,991$ 144,824$ 90,725$ 358% Sep 850 750 88%0 74 3,081$ 361 294 81%16 27 2 68 107 0 58 4,638$ 10,622$ (42,735)$ 347,030$ 167,727$ 101,416$ -812% Oct*766 702 92%0 87 4,000$ 390 233 60%52 951 2 66 104 0 36 4,154$ 9,462$ 114,694$ 364,658$ 146,605$ 91,412$ 318% Nov 859 761 89%0 65 4,702$ 427 236 55%9 42 0 56 93 0 80 2,423$ 7,833$ 101,862$ 340,529$ 151,251$ 94,776$ 334% Dec 660 746 113%0 85 384 258 67%19 48 1 58 143 0 115 2,947$ $12,932 98,460$ 358,368$ 149,841$ 94,677$ 6 Mo. Total 4433 4085 0 422 17,724$ 2364 1494 63%139 1160.1667 11 362 650 0 352 21,546$ 73,238$ 467,377$ 2,161,768$ 889,422$ 555,004$ 463% Monthly Ave.739 681 92%0 70 3,545$ 394 249 63%23 193 2 60 108 0 59 3,591$ 12,206$ 77,896$ 360,295$ 148,237$ 92,501$ 463% Jan '21 769 820 107%0 86 4,644$ 346 329 95%12 48 3 67 140 0 55 5,356$ 7,547$ 129,601$ 352,079$ 169,132$ 104,237$ 272% Feb 903 993 110%0 83 4,673$ 354 390 110%43 80 1 46 153 0 72 2,422$ 9,552$ 98,894$ 323,464$ 159,563$ 96,504$ 327% Mar 1271 1655 130%0 132 4,511$ 438 474 108%45 67 8 65 124 0 123 5,569$ 134,800$ 238,245$ 356,136$ 349,225$ 219,464$ 149% Apr 894 1112 124%0 102 417 370 89%36 43 8 55 119 0 81 239,382$ 151,796$ 4 Mo. Total 4576 5261 0 473 17,373$ 1949 1812 93%159 431 22 293 644 0 390 16,938$ 164,105$ 544,636$ 1,391,973$ 1,065,539$ 664,501$ 0% Monthly Ave.915 1052 113%0 95 4,343$ 390 362 93%32 86 4 59 129 0 78 4,235$ 41,026$ 136,159$ 347,993$ 213,108$ 132,900$ 0% FY2020 Traffic Cases Filed, including DUI Cases Disposed Traffic Clearance Rate T.S. In- House Totals T.S. Online Totals TS Fees Collected Criminal Cases Filed, No DUI Cases Disposed Criminal Clearance Rate Homeless Ct. Defendants Seen Homeless Ct. Cases Heard Criminal Appeals DUI Filed DV Filed Juries S.C. Cases Filed Interest OSDC Principal Collected RxCost/ 1 Solution Revenue RxCost/ 1 Solution Expense CORIS Gross Revenue CORIS Revenue Retained COGS/ Income July '19 1790 1908 107%7 165 9,803$ 824 960 117%53 122 10 90 79 5 778 6,591$ 24,214$ 230,815$ 443,061$ 316,329$ 199,589$ 192% Aug 1850 1882 102%15 171 10,021$ 765 779 102%58 130 11 78 115 9 625 4,345$ 26,656$ 213,919$ 300,948$ 304,241$ 191,953$ 141% Sep 3043 2271 75%16 193 10,124$ 771 691 90%55 108 6 92 135 7 630 4,999$ 26,657$ (146,438)$ 442,485$ 325,707$ 200,947$ -302% Oct*2442 2726 112%19 227 12,040$ 818 900 110%31 82 10 81 102 7 392 4,500$ 27,797$ 269,124$ 354,701$ 356,030$ 225,012$ 132% Nov 2202 1999 91%19 170 13,709$ 613 730 119%31 24 3 104 102 12 285 5,723$ 15,412$ 215,423$ 374,071$ 263,207$ 169,872$ 174% Dec 1669 1812 109%12 151 10,474$ 584 715 122%30 58 16 89 117 10 435 5,942$ 14,602$ 213,520$ 367,839$ 276,826$ 180,180$ 172% 6 Mo. Total 12996 12598 88 1077 66,172$ 4375 4775 258 524 56 534 650 50 3145 32,100$ 135,337$ 996,363$ 2,283,105$ 1,842,340$ 1,167,552$ Monthly Ave.2166 2100 97%15 180 11,029$ 729 796 109%43 87 9 89 108 8 524 5,350$ 22,556$ 166,061$ 380,518$ 307,057$ 194,592$ 229% Jan '20 1956 1855 95%17 143 9,077$ 673 697 104%42 84 15 102 121 12 287 5,847$ 18,433$ 209,970$ 407,758$ 278,942$ 181,170$ 194% Feb 2158 2041 95%12 141 9,415$ 524 705 135%35 91 8 82 100 10 315 5,333$ 117,899$ 225,820$ 359,229$ 332,856$ 213,229$ 159% Mar 1828 1985 109%6 208 8,174$ 550 638 116%13 29 4 81 109 4 267 4,623$ 53,551$ 245,841$ 383,831$ 333,317$ 216,722$ 156% Apr 408 2132 523%0 92 11,367$ 530 2877 543%0 0 3 27 103 0 15 21,938$ 14,451$ 286,883$ 326,591$ 191,691$ 128,079$ 114% 4 Mo. Total 8516 10113 50 764 49,061$ 3006 5713 133 291 39 381 541 34 1408 43,091$ 226,890$ 1,134,574$ 1,857,926$ 1,443,862$ 933,792$ Monthly Ave.1703 2023 183%10 153 9,812$ 601 1143 201%27 58 8 76 108 7 282 8,618$ 45,378$ 226,915$ 371,585$ 288,772$ 186,758$ 164% Last Two Year Period Criminal, % meeting goal Small Claims, % meeting goal Traffic, % meeting goal Criminal, % meeting goal Small Claims, % meeting goal Traffic, % meeting goal Criminal Small Claims Traffic Total (Tr & Cr) Pending Cases Jan-19 89%100%97%82%100%92%1816 1743 1890 3706 Feb-19 89%100%97%82%100%92%1798 2841 1918 3716 Mar-19 89%100%97%83%100%92%1789 4029 1798 3587 Apr-19 89%100%97%83%100%92%1894 3389 1488 3382 May-19 89%100%97%84%100%90%1822 2987 1236 3058 Jun-19 90%100%97%84%100%90%2041 2179 1373 3414 Average Monthly Pending Cases, 6 Months 1860 2861 1617 3477 Jul-19 90%100%97%85%99%88%2275 2838 1423 3698 Aug-19 90%100%97%84%100%90%1944 1870 1306 3250 Sept.-19 90%100%97%87%100%92%2077 1877 1963 4040 Oct. 19 90%100%97%85%100%91%1986 1547 1692 3678 Nov. 19 90%100%97%86%100%91%2036 1234 1848 3884Average Monthly Pending Cases, 6 Months 2099 2195 1564 3663 Jan-20 90%100%97%85%100%88%1976 1230 1566 3542 Feb-20 90%100%97%84%100%89%1951 1060 1891 3842 Mar-20 90%100%97%83%100%85%2446 1096 1800 4246 Apr-20 91%100%97%82%100%74%3102 1095 1905 5007 May-20 91%100%96%83%100%63%4986 1097 2943 7929 Jun-20 91%100%96%77%100%36%4199 1112 2413 6612 Average Monthly Pending Cases, 6 Months 3110 1115 2086 5196 Jul-20 91%100%95%72%99%35%4489 1138 2615 7104 Aug-20 91%100%95%66%87%33%4644 1164 2715 7359 Sep-20 90%100%94%58%69%33%4849 1219 2884 7733 Oct-20 90%99%92%51%54%33%5128 1212 3018 8146 Nov-20 89%99%91%46%37%36%5346 1163 3155 8501 Dec-20 88%96%89%44%27%32%5556 1175 3179 8735Average Monthly Pending Cases, 6 Months 5002 1179 2928 7930 Jan-21 87%86%87%42%60%31%5530 465 3131 8661 Feb-21 85%59%85%42%88%39%5262 305 2743 8005 Mar-21 83%61%81%44%93%48%4851 327 2179 7030 Apr-21 May-21 Jun-21 Average Monthly Pending Cases, 6 Months 5214 366 2684 7899 County TTD 82%83%87% Statewide TTD 81%86%89% Age of Active Pending Cases 57%70%56% Goal 95%100%95%95%100%95% Time to Disposition, % of Disposed Cases Meeting Goal Age of Active Pending Cases, % Cases Within Time Frame Age of Active Pending Cases, Total Pending Cases CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 SLCCOUNCIL.COM TEL 801-535-7600 FAX 801-535-7651 COUNCIL BUDGET STAFF REPORT CITY COUNCIL of SALT LAKE CITY TO:City Council Members FROM:Sam Owen, Policy Analyst DATE:May 11, 2021 RE:FISCAL YEAR 2021-22 BUDGET, Metropolitan Water District of Salt Lake & Sandy ISSUE AT-A-GLANCE The Metropolitan Water District of Salt Lake & Sandy (the “District”) was created in 1935 by the voters of Salt Lake City in order to provide for additional water management and treatment options from sources within and beyond the Salt Lake Valley. The District treats and conveys water from the Provo River system and the Central Utah Project, which draw from sources such as the Strawberry Reservoir and Provo and Weber Rivers, among many others. (For more history, see Attachment 1.) The Council reviews the District budget, but does not formally adopt it. The Council appoints five of the District’s seven-member Board of Trustees. The District is funded primarily through the water sales to its Member Cities (Salt Lake and Sandy) and other surplus customers, collection of property taxes from Member City residents, and capital assessments paid by each member city toward costs related to master planned capital improvements. Salt Lake City’s water purchases account for 72% of the District’s water sales to Member Cities and are expected to total an estimated 51,401 acre feet for fiscal year 2022 at $16,138,722. The District’s expenditures go for operations and maintenance costs within their own system, debt service, capital assessments, as well as water purchases, conveyance, and operations and maintenance for the Provo River Water Users Association, the Central Utah Water Conservancy District (CUWCD) and Central Utah Project (CUP), and the Jordan Valley Water Conservancy District. These relationships allow the District to collect, treat, store and convey water resources throughout the Salt Lake Valley. Total, balanced expenditures and revenues are estimated at $48,747,796. Highlights of the proposed budget include: - Increased revenues relative to last year’s from water sales to Salt Lake City. Costs for this water are paid by customers via Salt Lake City Public Utilities. Any water sales revenues collected from sales of surplus water to outside entities is placed in an Aquifer Storage and Recovery reserve to help offset member city capital costs. - Rate increases are proposed this year and tentatively planned for water sales to Salt Lake City and Sandy every year through 2038, and are intermittent after that. Item Schedule: Briefing: May 11, 2021 Public Hearing: n/a Potential Action: n/a Page | 2 - Costs are anticipated in non-capacity capital expenditures for Central Utah Project (CUP) conveyance (i.e. maintenance) at $2,711,500 in fiscal 2022; beginning in 2035, these costs are anticipated to escalate to $28,350,152 and remain near that level for six years. - A primary component of the District’s capital costs is a multi-phase replacement of the 42-mile Salt Lake Aqueduct. - No increase is proposed for member cities’ property tax rates for the fiscal 2022 budget. - A 3% cost of living adjustment (COLA) or merit-based salary increase for employees is proposed. - Assessments related to the City’s share of Utah Lake System petition water through CUP for 3,100 acre feet is estimated to be $844,223, beginning last year. POLICY QUESTIONS 1. The Central Utah Water Conservancy District is an interlocal entity organized for conveyance, treatment, storage, and capital needs related to water obtained through the Central Utah Project. Several appointments from Salt Lake County sit on the 18-member Board. No current appointees specifically represent Salt Lake City. The District contracts with CUWCD to obtain water resources from the CUP that are necessary for ongoing water service to Salt Lake Valley customers, especially in light of anticipated new growth in the City alone. CUWCD makes decisions about the timing and scope of infrastructure replacement and maintenance within their system that ultimately impact City ratepayers in the form of charges passed from CUWCD to the District, onto the City’s Water Utility and ultimately to the “end users,” City residents. a. In the future, the Council may wish to explore working with Salt Lake area representatives on the CUWCD Board to encourage exploration of budgetary and policy measures that would continue to address infrastructure and service needs, and would also account and help plan for balanced and equitable impacts to City ratepayers in terms of ongoing costs. b. The District anticipates that operation, maintenance and replacement costs related to CUP infrastructure and supplies could escalate significantly in the future. 2. Council Members may wish to discuss the District’s philosophy in terms of recreation and land use changes in the central Wasatch canyons. Does the District take an active role in watershed protection and education? ADDITIONAL & BACKGROUND INFORMATION Key Expenses 1. CUP Municipal and Irrigation (M&I) System water costs assessed to the District will total an estimated $4,071,200 for the fiscal year 2022. This includes an increase from the previous year in operations and maintenance costs; the line item is anticipated to increase to $5,462,000 by 2031. a. Operations and maintenance costs assessed from CUP M&I are expected to increase to an anticipated $2,491,400 by 2031, from the current proposed $1,000,000. b. 20,000 acre feet of water is available to the District through this agreement. 2. Capital costs associated with CUP facilities such as the dam at Jordanelle Reservoir total an estimated $2,971,200 for fiscal 2022; total capital projects including capital to other agencies comes in at an estimated $7,886,459 for fiscal 2022. 3. Costs related to the Provo River Water Users Association (PRWUA) are budgeted for $4,023,348 for the fiscal year 2022 and involve water sales, capital assessments and operations and maintenance. 61,900 acre feet of water is potentially available to the District through its shares in the Provo Association; an estimated 99% of Prove River Project supplies are allocated for fiscal 2022. Page | 3 4. The District is a 2/7 capacity owner in the Jordan Aqueduct, Jordan Valley Water Treatment Plant, and Jordan Aqueduct Terminal Reservoir. The District also owns 50% of the capacity in the 150th South Pipeline. Jordan Valley Water Conservancy District (JVWCD), which helps convey water to Metropolitan Water District customers in the western Salt Lake area, operates and maintains these facilities on behalf of the District. The Jordan Aqueduct also services the City’s developing Northwest Quadrant. The District’s payments to JVWCD for capital expenditures related to the Jordan Aqueduct System will total an estimated $2,203,759 for the fiscal year 2022. JVWCD only conveys, treats and stores supplies for the District and is not a source of water for District customers. 5. The District’s cash to reserves for the coming fiscal year is estimated at $1,266,253; debt service is estimated at $16,090,865, down from last year’s $16,744,723. 6. Proposed 2022 costs related to maintenance of the Little Dell Reservoir Dam are an estimated $700,000. Salt Lake County is responsible for 30% of the O&M costs of Little Dell. Salt Lake City’s Annual Contributions - $7,021,892 capital assessment, related to infrastructure upgrades and facility improvements, for example the Metro Water Project completed in 2007--construction of Point of the Mountain Water Treatment Plant, Point of the Mountain Aqueduct, and capacity upgrades to Little Cottonwood Water Treatment Plant) - $16,138,722 in anticipated annual wholesale water purchased from the District for resale through the City Water Utility to customers - $7,990,122 estimated in property taxes paid by City residents; the District currently sets its tax rate for Salt Lake City at .000289 a. The maximum certified rate the District is allowed to establish is 0.0005 b. Actuals for fiscal 2021 are estimated now at $8,183,360 to fiscal 2021’s adopted budget at $8,044,138. From the District’s Notes on Staffing and Compensation (taken from the untitled appendix on page 60 of attachment 1) 1. The District checks the various sources to ensure the District is in line with the market, e.g., Consumer Price Index, World at Work, Tech Net, and other related sources. 2. When setting the increases, a comparison is made with the two member cities as well as with other local water districts. 3. SLC being self-insured can add medical benefits the District cannot competitively match due to the difference in the number of employees; therefore, the District focuses on other things that are fair. 4. Ultimately, we are governed as separate entities and each Board or City Council must do what they think is in the best interest of their employees. ATTACHMENTS Attachment 1 Metropolitan Water District FY22 tentative budget Attachment 2 History of the District Attachment 3 Metro Water System Facilities Map     Executive Summary  Budget001 Metropolitan Water District of Salt Lake & Sandy 3430 East Danish Road, Cottonwood Heights, UT 84093 Phone: 801-942-1391 Fax: 801-942-3674 www.mwdsls.org April 8, 2021—This is an executive summary of the Fiscal Year (FY) 2022 tentative budget for the Metropolitan Water District of Salt Lake & Sandy (the “District”). The budget includes total budgeted revenue of $48.7 million. This is based on a 3% increase to the member cities water sales fixed charge ($/month). A 3% increase for non-member city water rates is also budgeted. Future water rate increases are anticipated to be 3% annually through FY 2026 (5-year look ahead). Projected rate increases are consistent with previous forecasts. The budget maintains current tax revenues (no increases to the certified tax rate). Total budgeted expenditures are $48.7 million. This reflects an increase of $193,400 in non- capacity capital expenditures and an increase of $487,444 in capital expenditures for the Jordan Aqueduct System. The Operations and Maintenance (O&M) budget totals $18.6 million (excluding interest, depreciation, and amortization). This represents a 5% increase in expenses due to increased chemical costs and employee costs, including the temporary (one-year) addition of two full-time equivalents (FTEs) for succession planning needs. Additionally, this increase can be attributed to escalating assessments for Central Utah Project (CUP) Operation, Maintenance, and Replacement (OM&R) costs and related reserves. Costs related to CUP OM&R and related reserves are forecasted to continue to increase significantly over the next several years based on decisions of Central Utah Water Conservancy District. The forecasted increases are as follows (cost per acre foot): • FY 2022: $55.00 (10% increase) • FY 2023: $60.00 (9% increase) • FY 2024: $65.00 (8% increase) • FY 2025: $70.00 (8% increase) • FY 2026: $75.00 (7% increase) • Increases beyond FY 2026 will be evaluated in the years leading up to FY 2027, with a stated need of the total cost to reach $300 per acre foot. The costs related to the Provo River Water Users Association (PRWUA) are uniquely shown and are separated from O&M and capital. The budget amount related to the PRWUA is $4.0 million. The projected annual allotment for the Provo River Project water supply is 99%. The total FY 2022 capital budget is $8.7 million, and the total debt service budget is $16.1 million. An increase to the reserves of $1.3 million is projected to meet contractual and policy reserve requirements, including future capital project needs such as replacement of the Deer Creek Dam intake structure and related guard gates, updates to Little Cottonwood Water Treatment Plant, and replacement of the Salt Lake Aqueduct. No new debt service activity is anticipated during FY 2022; additional refunding opportunities will be explored. Budget002 Metropolitan Water District of Salt Lake & Sandy 3430 East Danish Road, Cottonwood Heights, UT 84093 Phone: 801-942-1391 Fax: 801-942-3674 www.mwdsls.org As previously noted, the tentative budget includes a temporary increase of two FTEs and a 3.0% COLA/merit-based salary increase. The benefits plan includes District employees continuing to pay for 5% of the health insurance premium. Michael J. DeVries, General Manager/Budget Officer Budget003 Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 Budget Summary Last update: 4/8/21 Budget Tentative 2018 2019 2020 2021 2022 Sources of Funds Water Sales Member Cities 21,272,534$ 21,910,716$ 21,762,030$ 21,762,030$ 22,414,891$ Others 811,557 1,078,839 645,239 950,909 921,842 Total Water Sales 22,084,091 22,989,555 22,407,269 22,712,939 23,336,733 Property Taxes 10,807,069 11,218,667 11,768,876 11,400,733 11,251,723 Assessments 12,249,306 12,149,687 12,252,013 13,101,311 13,100,465 Miscellaneous Interest 587,712 1,121,236 1,086,109 904,835 974,175 Other 200,432 1,375,813 125,838 83,789 84,700 Total Miscellaneous 788,144 2,497,049 1,211,947 988,624 1,058,875 Bond Proceeds - - - - - Total Sources of Funds 45,928,610$ 48,854,958$ 47,640,105$ 48,203,607$ 48,747,796$ Uses of Funds Operations and Maintenance (includes O&M to other agencies; excludes depreciation/amortization)12,584,341$ 13,755,611$ 14,672,981$ 17,743,753$ 18,636,648$ Depreciation/Amortization 10,554,934 10,005,420 9,800,218 9,977,735 9,301,554 Capital Projects Capacity Improvement Projects - - - 96,000 - Non-Capacity Improvement Projects 2,739,975 2,777,770 1,578,435 2,518,100 2,711,500 Jordan Aqueduct System & 150th South Pipeline 1,323,641 289,903 851,905 1,716,315 2,203,759 Central Utah Project (CUP) Capital 2,971,200 2,971,200 2,971,200 2,971,200 2,971,200 Total Capital Projects (includes capital to other agencies)7,034,816 6,038,873 5,401,540 7,301,615 7,886,459 CUP ULS Petition - - - 844,223 844,223 Provo River Water Users Association 3,874,247 7,104,903 3,227,465 3,652,259 4,023,348 Debt Service Principal 7,110,000 8,055,000 8,330,000 8,685,000 10,435,000 Interest 8,736,188 7,856,718 8,481,559 8,059,723 5,655,865 Total Debt Service 15,846,188 15,911,718 16,811,559 16,744,723 16,090,865 Net Funds To/(From) Reserves 6,589,018 6,043,853 7,526,561 1,917,034 1,266,253 Total Uses of Funds 45,928,610$ 48,854,958$ 47,640,105$ 48,203,607$ 48,747,796$ Actual Budget004     Budget  Budget005 Last update: 04/07/21 Account Description Actual FY 2018 Actual FY 2019 Actual FY 2020 3-Year Average (FY 2018-2020) Budget FY 2021 Actual 12/31/2020 % of Total Spent YTD FY 2021 % of Total Spent YTD 3-year average Projected Spend FY 2021 Projected Spend to Budget over/(under) for FY 2021 Budget FY 2022 % Change from FY 2021 Budget 5110 Salary & Wage Exp. 4,047,413 4,289,921 4,692,472 4,343,269 5,136,523 2,164,355 42.14%47.67% 4,798,607 (337,917) 5,343,068 4.02% 5120 Overtime Premium 92,369 98,417 103,403 98,063 97,805 49,421 50.53% 47.20% 102,966 5,161 100,305 2.56% 5130 Vacation - - - - - - N/A 0.00%- - - N/A 5131 Sick Leave 21,424 6,288 (11,062) 5,550 - - N/A 0.00%- - - N/A 5170 On Call Pay 16,425 16,485 17,535 16,815 25,670 12,040 46.90% 48.74% 25,084 (586) 27,575 7.42% 5190 Other 614 3,129 870 1,538 2,500 100 4.00% 89.51%362 (2,138) 2,500 0.00% 5210 Payroll Taxes 317,924 334,725 360,871 337,840 399,948 170,132 42.54% 47.96% 374,212 (25,736) 417,992 4.51% Salaries and Wages 4,496,169 4,748,965 5,164,089 4,803,075 5,662,446 2,396,048 42.31%5,301,231 (361,216) 5,891,440 4.04% 5310 Retirement Plan 854,232 902,643 968,559 908,478 1,073,711 486,794 45.34% 50.27% 1,014,029 (59,682) 1,116,929 4.03% 5320 Medical Insurance Premiums 1,210,186 1,222,771 1,329,592 1,254,183 1,480,891 622,131 42.01% 47.29% 1,376,284 (104,607) 1,520,438 2.67% 5330 Tuition Aid Program 28,789 24,276 19,209 24,091 25,900 3,538 13.66% 39.72% 19,150 (6,750) 15,000 -42.08% 5350 Insurance Premiums 36,464 37,478 39,949 37,964 43,188 20,289 46.98% 49.32% 41,796 (1,392) 42,379 -1.87% Employee Benefits 2,129,671 2,187,168 2,357,309 2,224,716 2,623,690 1,132,752 43.17%2,451,259 (172,431) 2,694,746 2.71% 5340 Meetings & Seminars 38,514 25,882 25,432 29,943 54,865 14,479 26.39% 52.98% 46,800 (8,065) 41,545 -24.28% Employee Training 38,514 25,882 25,432 29,943 54,865 14,479 26.39%46,800 (8,065) 41,545 -24.28% 5410 Business Travel 43,307 45,115 41,669 43,364 73,250 (255) -0.35% 66.31% 24,291 (48,959) 71,550 -2.32% 5430 Vehicle O & M 47,955 49,800 50,233 49,329 53,250 23,287 43.73% 57.84% 45,783 (7,467) 48,700 -8.55% Transportation 91,262 94,915 91,902 92,693 126,500 23,032 18.21%70,074 (56,426) 120,250 -4.94% 5510 Legal 213,046 209,186 255,465 225,899 300,000 63,945 21.31% 37.83% 250,457 (49,543) 300,000 0.00% 5520 Accounting 33,847 35,481 37,068 35,466 37,500 29,628 79.01% 81.93% 36,405 (1,095) 38,500 2.67% 5530 Contract Services 1,305,699 1,491,356 1,519,916 1,438,990 1,975,521 1,410,993 71.42%55.48% 2,329,012 353,491 2,125,349 7.58% 5540 Other 26,659 20,451 13,842 20,317 31,800 1,131 3.56% 25.63% 24,908 (6,892) 26,600 -16.35% Professional Services 1,579,251 1,756,474 1,826,291 1,720,672 2,344,821 1,505,697 64.21%2,640,782 295,961 2,490,449 6.21% 5610 Telephone 23,233 23,396 24,520 23,716 26,960 12,120 44.96% 49.85% 27,470 510 31,971 18.59% 5620 Electricity 778,891 901,551 674,215 784,885 1,872,852 674,482 36.01% 51.72% 1,578,773 (294,079) 1,653,203 -11.73% 5630 Natural Gas 212,557 249,369 177,515 213,147 214,350 60,123 28.05% 24.33% 222,328 7,978 190,610 -11.08% 5640 Radio Communications 10,503 6,826 6,842 8,057 21,760 3,423 15.73% 40.03% 16,472 (5,288) 8,560 -60.66% 5650 Water 23,138 24,815 19,884 22,612 27,960 11,347 40.58% 55.05% 23,916 (4,044) 23,778 -14.96% Utilities 1,048,322 1,205,957 902,976 1,052,417 2,163,882 761,495 35.19%1,868,959 (294,923) 1,908,122 -11.82% 5710 Buildings & Grounds 54,661 46,521 47,908 49,697 93,520 60,187 64.36% 73.97% 84,534 (8,986) 114,100 22.01% 5720 Machinery & Equipment 253,865 254,174 231,484 246,508 315,860 152,276 48.21% 34.06% 414,111 98,251 348,515 10.34% Repairs and Maintenance 308,526 300,695 279,392 296,205 409,380 212,463 51.90%498,645 89,265 462,615 13.00% 5810 General Supplies 21,673 22,530 31,510 25,238 24,210 10,669 44.07% 64.03% 23,610 (600) 28,260 16.73% 5820 Office Supplies 5,745 6,527 11,595 7,956 9,600 5,069 52.80% 56.63%9,232 (368) 9,600 0.00% 5830 Materials 160,870 194,095 193,406 182,790 257,714 81,879 31.77% 35.46% 263,751 6,037 221,664 -13.99% 5840 Chemicals 1,223,290 1,544,772 1,867,658 1,545,240 1,642,297 1,035,213 63.03%60.86% 1,688,322 46,025 2,129,869 29.69% 5850 Computer & Instr. Supplies 117,475 105,067 114,964 112,502 110,047 49,290 44.79% 53.42% 100,551 (9,496) 114,730 4.26% Chemicals and Supplies 1,529,053 1,872,991 2,219,133 1,873,726 2,043,868 1,182,120 57.84%2,085,466 41,598 2,504,123 22.52% 5901 General Insurance 510,938 524,056 558,663 531,219 617,327 321,079 52.01% 50.19% 628,567 11,240 711,965 15.33% 5902 Administrative Fees 464,827 637,460 864,446 655,578 1,253,882 17,060 1.36% 3.33% 1,229,159 (24,723) 1,347,300 7.45% 5903 Water Stock Assessment 685 683 923 763 21,307 609 2.86% 5.57% 20,729 (578) 22,127 3.85% 5904 Rent Exp.2,107 14,330 15,946 10,794 8,450 - 0.00% 87.94%4,977 (3,473) 8,950 5.92% 5905 Miscellaneous 74,465 67,889 67,812 70,055 73,754 33,108 44.89% 42.77% 76,159 2,405 74,929 1.59% 5906 Postage & Freight Exp.3,354 2,975 3,035 3,121 4,000 1,834 45.86% 47.16%4,420 420 4,000 0.00% 5907 Contributions & Events 227,848 225,514 218,558 223,973 239,400 3,220 1.35% 20.94% 191,264 (48,136) 254,400 6.27% 5909 Depreciation Exp.10,831,933 10,438,883 10,720,865 10,663,894 10,900,000 5,507,605 50.53%50.37% 10,917,418 17,418 11,107,000 1.90% 5910 Interest Exp.8,736,188 7,856,718 8,481,559 8,358,155 8,059,723 3,056,688 37.93%52.94% 7,840,716 (219,007) 5,655,865 -29.83% 5911 Laundry 8,932 12,907 9,276 10,372 15,314 4,122 26.91% 96.19%5,921 (9,393) 19,264 25.79% 5913 Safety 35,277 37,353 33,194 35,275 40,325 18,750 46.50% 38.98% 45,508 5,183 39,188 -2.82% 5914 Subscriptions & Publications 3,419 1,844 1,141 2,135 3,915 737 18.82% 51.95%2,444 (1,471) 3,615 -7.66% 5915 Outside Printing - 281 - 94 1,260 116 9.18% 0.00%1,376 116 1,200 -4.76% 5916 Dues & Memberships 31,721 37,272 33,463 34,152 35,240 28,827 81.80% 71.72% 39,094 3,854 36,422 3.35% 5917 Amortization Exp.(276,999) (433,463) (920,647) (543,703) (922,265) (902,723) 97.88% 45.15% (922,265) - (1,805,446) 95.76% Other Expenses 20,654,695 19,424,702 20,088,234 20,055,877 20,351,757 8,091,032 39.76%20,085,612 (266,145) 17,480,779 -14.11% Total Expenses 31,875,463 31,617,749 32,954,758 32,149,325 35,781,210 15,319,118 42.81%35,048,828 (732,382) 33,594,069 -6.11% Excluding personnel (P) costs 25,249,623 24,681,616 25,433,360 25,121,534 27,495,074 25,007,883 -9.05% Excluding interest (I) costs 23,139,275 23,761,031 24,473,199 23,791,170 27,721,487 27,938,204 0.78% Excluding depreciation (D) and amortization (A) 21,320,529 21,612,329 23,154,540 22,029,134 25,803,475 24,292,515 -5.86% Excluding I, D, and A 12,584,341 13,755,611 14,672,980 13,670,979 17,743,752 18,636,650 5.03% TOTAL DISTRICT OPERATIONS AND MAINTENANCE EXPENDITURES Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 20210408 Budget workbook FY 2022--draft budget.xlsx Budget006 Last Update: 04/07/21 Account Description Actual FY 2018 Actual FY 2019 Actual FY 2020 3-Year Average (FY 2018-2020) Budget FY 2021 Actual 12/31/2020 % of Total Spent YTD FY 2021 % of Total Spent YTD 3-year average Projected Spend FY 2021 Projected Spend to Budget over/(under) for FY 2021 Budget FY 2022 % Change from FY 2021 Budget 5110 Salary & Wage Exp.390,208 534,154 594,480 506,280 617,212 270,301 43.79% 46.32%601,601 (15,611) 637,768 3.33% 5120 Overtime 229 - 108 112 - 118 N/A 49.40% 118 118 - N/A 5210 Payroll Taxes 28,709 38,368 42,759 36,612 44,076 19,206 43.58% 45.74% 43,124 (952) 45,286 2.75% Salaries and Wages 419,146 572,522 637,347 543,004 661,288 289,625 43.80%644,843 (16,445) 683,054 3.29% 5310 Retirement Plan 80,289 111,173 119,986 103,816 124,293 59,978 48.26% 49.55%122,681 (1,612) 130,568 5.05% 5320 Medical Insurance Premiums 82,665 114,754 127,545 108,321 120,087 55,800 46.47% 49.38%116,588 (3,499) 117,462 -2.19% 5330 Tuition Aid Program - - - - - - N/A 0.00% - - - N/A 5350 Insurance Premiums 3,338 4,780 5,683 4,600 5,574 3,026 54.28% 48.18% 5,914 340 5,096 -8.57% Employee Benefits 166,292 230,707 253,214 216,737 249,954 118,804 47.53%245,183 (4,771) 253,126 1.27% 5340 Meetings & Seminars 11,658 9,806 8,205 9,890 8,095 2,437 30.10% 64.09% 5,343 (2,752) 7,365 -9.02% Employee Training 11,658 9,806 8,205 9,890 8,095 2,437 30.11%5,343 (2,752) 7,365 -9.02% 5410 Business Travel 17,247 22,174 13,684 17,702 25,650 (538) -2.10% 56.66% 10,577 (15,073) 26,850 4.68% 5430 Vehicle O & M 431 309 615 452 406 27 6.65% 68.59% 155 (251) 392 -3.45% Transportation 17,678 22,483 14,299 18,154 26,056 (511) -1.96%10,732 (15,324) 27,242 4.55% 5510 Legal 213,046 209,186 255,465 225,899 300,000 63,945 21.31% 37.83%250,457 (49,543) 300,000 0.00% 5520 Accounting 33,847 35,481 37,068 35,466 37,500 29,628 79.01% 81.93% 36,405 (1,095) 38,500 2.67% 5530 Contract Services 131,996 268,464 137,879 179,446 149,895 480,765 320.73% 33.86% 579,901 430,006 172,965 15.39% 5540 Other - - - - - - N/A 0.00% - - - N/A Professional Services 378,889 513,131 430,412 440,811 487,395 574,338 117.84%866,763 379,368 511,465 4.94% 5610 Telephone 1,355 2,220 2,220 1,932 2,340 1,110 47.44% 48.40% 2,220 (120) 2,340 0.00% 5620 Electricity - - - - - - N/A 0.00% - - - N/A 5630 Natural Gas - - - - - - N/A 0.00% - - - N/A 5640 Radio Communications - - - - - - N/A 0.00% - - - N/A 5650 Water - - - - - - N/A 0.00% - - - N/A Utilities 1,355 2,220 2,220 1,932 2,340 1,110 47.44%2,220 (120) 2,340 0.00% 5710 Buildings & Grounds - - - - - - N/A 0.00% - - - N/A 5720 Machinery & Equipment 726 - - 242 - - N/A 0.00% - - - N/A Repairs and Maintenance 726 - - 242 - - N/A - - - N/A 5810 General Supplies 2,904 3,743 5,548 4,065 3,000 971 32.35% 97.22% 1,054 (1,946) 3,000 0.00% 5820 Office Supplies 5,745 6,527 11,595 7,956 9,600 5,069 52.80% 56.63% 9,232 (368) 9,600 0.00% 5830 Materials - - - - - - N/A 0.00% - - - N/A 5840 Chemicals - - - - - - N/A 0.00% - - - N/A 5850 Computer & Instr. Supplies - - - - - - N/A 0.00% - - - N/A Chemicals and Supplies 8,649 10,270 17,143 12,021 12,600 6,040 47.94%10,286 (2,314) 12,600 0.00% 5901 General Insurance - - - - - - N/A 0.00% - - - N/A 5902 Administrative Fees - - - - - - N/A 0.00% - - - N/A 5903 Water Stock Assessment - - - - - - N/A 0.00% - - - N/A 5904 Rent Exp. - - - - - - N/A 0.00% - - - N/A 5905 Miscellaneous 23,400 19,501 20,865 21,256 27,050 9,169 33.90% 30.20% 28,051 1,001 28,225 4.34% 5906 Postage & Freight Exp. 3,354 2,975 3,035 3,121 3,000 1,834 61.15% 47.16% 3,420 420 3,000 0.00% 5907 Contributions and Events 85,213 121,079 118,558 108,284 124,400 3,220 2.59% 28.07% 92,703 (31,697) 139,400 12.06% 5909 Depreciation Exp. - - - - - - N/A 0.00% - - - N/A 5910 Interest Exp. - - - - - - N/A 0.00%- - - N/A 5911 Laundry 274 3,214 516 1,335 3,000 420 13.99% 96.38%528 (2,472) 3,000 0.00% 5912 Associated Canals - - - - 125 - 0.00% 0.00%125 - - -100.00% 5913 Safety 100 - 183 94 125 - 0.00% 0.00%125 - - -100.00% 5914 Subscriptions & Publications 1,643 1,285 679 1,202 1,555 30 1.93% 38.74%983 (572) 1,555 0.00% 5915 Outside Printing - - - - - - N/A 0.00%- - - N/A 5916 Dues & Memberships 1,856 1,958 2,008 1,941 1,943 1,414 72.77% 66.26%2,070 127 1,963 1.03% 5917 Amortization Expense - - - - - - N/A 0.00%- - - N/A Other Expenses 115,840 150,012 145,844 137,233 161,198 16,087 9.98%128,005 (33,193) 177,143 9.89% Total Expenses 1,120,233 1,511,151 1,508,684 1,380,024 1,608,926 1,007,930 62.65%1,913,375 304,449 1,674,335 4.07% Excluding personnel costs 697,684 738,155 5.80% Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 ADMINISTRATIVE (10) 2 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget007 Cost Center Name: Administrative (10) Last Update: 04/07/21 Account Number Account Name Description Submitted by: Units Quantity Unit Price Extended Amount 5110 Salary and Wage Expense Salary and wages (6 FTEs, 1 intern) Pay Period 26 24,530$ 637,768$ 5110 Total 637,768$ 5210 Payroll Taxes Employer Portion of Payroll Taxes Pay Period 26 1,742$ 45,286$ 5210 Total 45,286$ 5310 Retirement Plan URS (Utah Retirement Systems) Contribution and Employer Match Pay Period 26 5,022$ 130,568$ 5310 Total 130,568$ 5320 Medical Insurance Premiums Insurance premiums (Medical, Dental, Vision, and H.S.A. Contribution)Monthly 12 9,789$ 117,462$ 5320 Total 117,462$ 5350 Insurance Premiums Health Savings Admin Fee Annalee Munsey Monthly 12 142$ 1,703$ 5350 Insurance Premiums AD&D, Basic Life, Long Term Disability, etc.Annalee Munsey Monthly 12 283$ 3,393$ 5350 Total 5,096$ 5340 Meetings & Seminars Administrative Training Annalee Munsey Each 8 200$ 1,600$ 5340 Meetings & Seminars Meeting Refreshments Annalee Munsey Each 12 60$ 720$ 5340 Meetings & Seminars Healthy Utah refreshments Annalee Munsey Each 12 110$ 1,320$ 5340 Meetings & Seminars Utah Water Users Association summit sponsorship & 4 registrations Annalee Munsey Each 1 650$ 650$ 5340 Meetings & Seminars Utah Water Users Workshop sponsorship Annalee Munsey Each 1 375$ 375$ 5340 Meetings & Seminars Business Meetings Annalee Munsey Each 1 1,500$ 1,500$ 5340 Meetings & Seminars District Lunches Annalee Munsey Each 1 1,200$ 1,200$ 5340 Meetings & Seminars Operator Certification renewals Annalee Munsey Each 0 150$ -$ 5340 Total 7,365$ 5410 Business Travel AWWA Intermountain Section Annalee Munsey Each 3 1,500$ 4,500$ 5410 Business Travel AWWA Annual Conference Annalee Munsey Each 2 3,000$ 6,000$ 5410 Business Travel Utah Association of Special Districts Annalee Munsey Each 3 500$ 1,500$ 5410 Business Travel National Water Resources Association (NWRA) Annual Conference Annalee Munsey Each 1 2,250$ 2,250$ 5410 Business Travel Colorado River Water Users Association Annalee Munsey Each 2 1,200$ 2,400$ 5410 Business Travel Utah Water Users Workshop Annalee Munsey Each 6 1,200$ 7,200$ 5410 Business Travel Human Resource Conference Annalee Munsey Each 1 3,000$ 3,000$ 5410 Total 26,850$ 5430 Vehicle O&M Mileage reimbursement Annalee Munsey Miles 700 0.56$ 392$ 5430 Total 392$ 5510 Legal General Counsel Mike DeVries Monthly 12 25,000$ 300,000$ 5510 Total 300,000$ 5520 Accounting Annual audit-contract amount (Year 3 of 5)Annalee Munsey Lump sum 1 10,000$ 10,000$ 5520 Accounting Payroll & timekeeping outsourcing Annalee Munsey Lump sum 1 14,500$ 14,500$ 5520 Accounting Accountant consultation work (Year 2 of 5)Annalee Munsey Lump sum 1 14,000$ 14,000$ 5520 Total 38,500$ 5530 Contract Services Motor Vehicle Record requests Annalee Munsey Each 70 17.50$ 1,225$ 5530 Contract Services Federal Random Consortium Pool Annual Fee (for CDL holders)Annalee Munsey Annual 1 175.00$ 175$ 5530 Contract Services Drug Screening--random and pre-employment Annalee Munsey Each 12 46.50$ 558$ 5530 Contract Services New Hire background checks Annalee Munsey Each 5 100.00$ 500$ 5530 Contract Services Investment advisor fees (year 1 of 5)Mike DeVries Monthly 12 1,875$ 22,500$ 5530 Contract Services Bond post-issue compliance (continuing disclosure)Mike DeVries Annual 1 1,000$ 1,000$ 5530 Contract Services 2011A Bond trustee fee (ends May 2036)Annalee Munsey Each 1 5,000$ 5,000$ 5530 Contract Services 2012A Bond trustee fee (ends July 2022)Annalee Munsey Each 1 500$ 500$ 5530 Contract Services 2012B Bond trustee fee (ends April 2022)Annalee Munsey Each 1 2,000$ 2,000$ 5530 Contract Services 2015A Bond trustee fee (ends April 2034)Annalee Munsey Each 1 2,100$ 2,100$ 5530 Contract Services 2016A Bond trustee fee (ends May 2031)Annalee Munsey Each 1 3,000$ 3,000$ 5530 Contract Services 2020A Bond trustee fee (ends July 2037)Annalee Munsey Each 1 3,000$ 3,000$ 5530 Contract Services Arbitrage rebate analysis Mike DeVries Lump sum 1 7,000$ 7,000$ 5530 Contract Services Salt Lake County data recorder services Annalee Munsey Each 12 25$ 300$ 5530 Contract Services Governmental relations/lobbying Mike DeVries Monthly 12 7,334$ 88,008$ 5530 Contract Services Public relations/public involvement consulting services Annalee Munsey Lump sum 1 5,000$ 5,000$ 5530 Contract Services Financial consulting services (year 4 of 5)Mike DeVries Lump sum 1 5,000$ 5,000$ 5530 Contract Services Records management Annalee Munsey Lump sum 1 800$ 800$ 5530 Contract Services Formal interal audit Annalee Munsey Lump sum 1 22,000$ 22,000$ 5530 Contract Services Safety Data Sheets Online Service (year 2 of 3)Annalee Munsey Lump sum 1 3,299$ 3,299$ 5530 Total 172,965$ 5610 Telephone Mobile phone allowances (4)Mike DeVries Monthly 12 195$ 2,340$ 5610 Total 2,340$ 5810 General Supplies General Supplies Mike DeVries Lump sum 1 3,000$ 3,000$ 5810 Total 3,000$ 5820 Office Supplies General Office Supplies Mike DeVries Monthly 12 800$ 9,600$ 5820 Total 9,600$ 5905 Miscellaneous Service Awards Annalee Munsey Each 15 775$ 11,625$ 5905 Miscellaneous Job Postings Annalee Munsey Each 5 200$ 1,000$ 5905 Miscellaneous Wellness Program Annalee Munsey Employee 70 200$ 14,000$ 5905 Miscellaneous Legal Notices Mike DeVries Each 2 800$ 1,600$ 5905 Total 28,225$ 5906 Postage & Freight Expense Postage metering Annalee Munsey Lump sum 1 3,000$ 3,000$ 5906 Total 3,000$ 5907 Contribution & Events Employee Summer Party Mike DeVries Lump sum 1 10,000$ 10,000$ 5907 Contribution & Events Employee Winter Party Mike DeVries Lump sum 1 10,000$ 10,000$ 5907 Contribution & Events Governor's Water Conservation Team Mike DeVries Lump sum 1 36,400$ 36,400$ 5907 Contribution & Events Water Week Activities Mike DeVries Lump sum 1 3,000$ 3,000$ 5907 Contribution & Events Water Audits Mike DeVries Lump sum 1 80,000$ 80,000$ 5907 Total 139,400$ 5911 Laundry Uniforms Mike DeVries Lump sum 1 3,000$ 3,000$ 5911 Total 3,000$ 5914 Subscriptions & Publications Technet (Salary Review Service)Annalee Munsey Lump sum 1 350$ 350$ 5914 Subscriptions & Publications Salary Surveys Annalee Munsey Each 3 285$ 855$ 5914 Subscriptions & Publications Labor Law Posters Annalee Munsey Each 5 30$ 150$ 5914 Subscriptions & Publications Books Annalee Munsey Each 4 50$ 200$ 5914 Total 1,555$ 5916 Dues & Membership Human Resources Association (World at Work)Annalee Munsey Lump sum 1 265$ 265$ 5916 Dues & Membership Employers Council Annalee Munsey Lump sum 1 1,100$ 1,100$ 5916 Dues & Membership Society for Human Resource Management Annalee Munsey Lump sum 2 219$ 438$ 5916 Dues & Membership Government Finance Officers Association Mike DeVries Lump sum 1 160$ 160$ 5916 Total 1,963$ Fiscal Year 2022 General Expenditures Worksheet 3 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget008 04/07/21 Account Description Actual FY 2018 Actual FY 2019 Actual FY 2020 3-Year Average (FY 2018-2020) Budget FY 2021 Actual 12/31/2020 % of Total Spent YTD FY 2021 % of Total Spent YTD 3-year average Projected Spend FY 2021 Projected Spend to Budget over/(under) for FY 2021 Budget FY 2022 % Change from FY 2021 Budget 5110 Salary & Wage Exp. - - - - - - N/A 0.00% - - - N/A 5120 Overtime Premium - - - - - - N/A 0.00% - - - N/A 5130 Vacation - - - - - - N/A 0.00% - - - N/A 5131 Sick Leave 21,424 6,288 (11,062) 5,550 - - N/A 0.00% - - - N/A 5170 On Call Pay - - - - - - N/A 0.00% - - - N/A 5190 Other 614 3,129 870 1,538 2,500 100 4.00% 89.51% 362 (2,138) 2,500 0.00% 5210 Payroll Taxes - - - - - - N/A 0.00% - - - N/A Salary and Wages 22,038 9,417 (10,192) 7,088 2,500 100 4.00%362 (2,138) 2,500 0.00% 5310 Retirement Plan - - - - - - N/A 0.00% - - - N/A 5320 Medical Insurance Premiums - - - - - - N/A 0.00% - - - N/A 5330 Tuition Aid Program 28,789 24,276 19,209 24,091 25,900 3,538 13.66% 39.72% 19,150 (6,750) 15,000 -42.08% 5350 Insurance Premiums - - - - - - N/A 0.00% - - - N/A Employee Benefits 28,789 24,276 19,209 24,091 25,900 3,538 13.66%19,150 (6,750) 15,000 -42.08% 5340 Meetings & Seminars 1,372 1,429 1,828 1,543 2,680 29 1.10% 44.40% 1,520 (1,160) 2,680 0.00% Employee Training 1,372 1,429 1,828 1,543 2,680 29 1.08%1,520 (1,160) 2,680 0.00% 5410 Business Travel - - - - - - N/A 0.00% - - - N/A 5430 Vehicle O & M 44,923 48,100 48,519 47,181 50,920 20,930 41.10% 57.66% 42,491 (8,429) 46,450 -8.78% Transportation 44,923 48,100 48,519 47,181 50,920 20,930 41.10%42,491 (8,429) 46,450 -8.78% 5510 Legal - - - - - - N/A 0.00% - - - N/A 5520 Accounting - - - - - - N/A 0.00% - - - N/A 5530 Contract Services 628,191 612,448 629,754 623,464 808,185 547,926 67.80% 91.23%618,811 (189,374) 855,588 5.87% 5540 Other 5,255 2,430 499 2,728 6,000 - 0.00% 19.31% 4,842 (1,158) 5,000 -16.67% Professional Services 633,446 614,878 630,253 626,192 814,185 547,926 67.30%623,653 (190,532) 860,588 5.70% 5610 Telephone 7,814 8,052 8,087 7,984 9,000 4,110 45.67% 50.11% 8,601 (399) 9,451 5.01% 5620 Electricity 778,891 901,551 674,215 784,885 1,872,852 674,482 36.01% 51.72% 1,578,773 (294,079) 1,653,203 -11.73% 5630 Natural Gas 212,557 249,369 177,515 213,147 214,350 60,123 28.05% 24.33%222,328 7,978 190,610 -11.08% 5640 Radio Communications - - - - - - N/A 0.00%- - - N/A 5650 Water 23,138 24,815 19,884 22,612 27,960 11,347 40.58% 55.05% 23,916 (4,044) 23,778 -14.96% Utilities 1,022,400 1,183,787 879,701 1,028,628 2,124,162 750,062 35.31%1,833,618 (290,544) 1,877,042 -11.63% 5710 Buildings & Grounds - - - - - - N/A 0.00% - - - N/A 5720 Machinery & Equipment 150 - 810 320 810 - 0.00%100.00% - (810) 860 6.17% Repairs and Maintenance 150 - 810 320 810 - 0.00%- (810) 860 6.17% 5810 General Supplies - - - - - - N/A 0.00% - - - N/A 5820 Office Supplies - - - - - - N/A 0.00% - - - N/A 5830 Materials 5,352 - - 1,784 - - N/A 35.45% - - - N/A 5840 Chemicals - - - - - - N/A 0.00% - - - N/A 5850 Computer & Instr. Supplies - - - - - - N/A 0.00% - - - N/A Chemicals and Supplies 5,352 - - 1,784 - - N/A - - - N/A 5901 General Insurance 510,938 524,056 558,663 531,219 617,327 321,079 52.01% 50.19%628,567 11,240 711,965 15.33% 5902 Administrative Fees 464,827 637,460 864,446 655,578 1,253,882 17,060 1.36% 3.33% 1,229,159 (24,723) 1,347,300 7.45% 5903 Water Stock Assessment 685 683 923 763 21,307 609 2.86% 5.57% 20,729 (578) 22,127 3.85% 5904 Rent Exp. - - - - - - N/A 0.00% - - - N/A 5905 Miscellaneous 51,064 48,388 46,947 48,800 46,704 23,939 51.26% 48.25% 48,108 1,404 46,704 0.00% 5906 Postage & Freight Exp. - - - - - - N/A 0.00% - - - N/A 5907 Contributions & Events 142,190 104,435 100,000 115,542 115,000 - 0.00% 14.29% 98,561 (16,439) 115,000 0.00% 5909 Depreciation Expense 10,831,933 10,438,883 10,720,865 10,663,894 10,900,000 5,507,605 50.53% 50.37% 10,917,418 17,418 11,107,000 1.90% 5910 Interest Expense 8,736,188 7,856,718 8,481,559 8,358,155 8,059,723 3,056,688 37.93% 52.94% 7,840,716 (219,007) 5,655,865 -29.83% 5911 Laundry - - - - - - N/A 0.00%- - - N/A 5913 Safety 18,541 23,713 18,990 20,415 20,585 11,360 55.18% 41.65% 23,372 2,787 18,935 -8.02% 5914 Subscriptions & Publications 854 406 258 506 860 595 69.19% 88.52%694 (166) 660 -23.26% 5915 Outside Printing - - - - - - N/A 0.00%- - - N/A 5916 Dues & Memberships 26,552 34,363 30,150 30,355 30,440 27,017 88.75% 73.28% 35,151 4,711 31,824 4.55% 5917 Amortization Exp.(276,999) (433,463) (920,647) (543,703) (922,265) (902,723) 97.88% 45.15% (922,265) - (1,805,446) N/A Other Expenses 20,506,773 19,235,642 19,902,154 19,881,524 20,143,563 8,063,229 40.03%19,920,210 (223,353) 17,251,934 -14.36% Total Expenses 22,265,243 21,117,529 21,472,282 21,618,351 23,164,720 9,385,814 40.52%22,441,004 (723,716) 20,057,054 -13.42% Excluding personnel costs 23,136,320 20,039,554 -13.38% Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 GENERAL (20) Last Update: 4 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget009 Cost Center Name: General (20) Last Update: 04/07/21 Account Number Account Name Description Submitted By Units Quantity Unit Price Extended Amount 5190 Other Employee suggestions (General & Safety)Mike DeVries Lump sum 1 2,500$ 2,500$ 5190 Total 2,500$ 5330 Tuition Aid Program Tuition Assistance Mike DeVries Lump sum 1 15,000$ 15,000$ 5330 Total 15,000$ 5340 Meetings & Seminars District training Annalee Munsey Bi-monthly2480$ 1,920$ 5340 Meetings & Seminars Safety committee inspections Annalee Munsey Quarterly 4 90$ 360$ 5340 Meetings & Seminars Utah Safety Conference Annalee Munsey Each 2 200$ 400$ 5340 Total 2,680$ 5430 Vehicle O&M Fleet Vehicles (Gasoline)Wayne Winsor Gallons 125002.50$ 31,250$ 5430 Vehicle O&M Fleet Vehicles (Diesel)Wayne Winsor Gallons 1500 2.02$ 3,030$ 5430 Vehicle O&M Specialty Vehicles (Diesel)Wayne Winsor Gallons 1000 2.02$ 2,020$ 5430 Vehicle O&M Lube-oil-filter, repairs, tire replacement etc.Wayne Winsor Lump sum 1 7,000$ 7,000$ 5430 Vehicle O&M Emissions Wayne Winsor Lump sum 1 1,400$ 1,400$ 5430 Vehicle O&M Repair Parts Wayne Winsor Lump sum 1 1,750$ 1,750$ 5430 Total 46,450$ 5530 Contract Services Jordan Aqueduct O&M by JVWCD Mike DeVries AF 10,500 23.73$ 249,165$ 5530 Contract Services JVWTP operations by JVWCD Mike DeVries AF 4,000 44.71$ 178,840$ 5530 Contract Services JVWTP maintenance by JVWCD Mike DeVries Lump sum 1 276,212$ 276,212$ 5530 Contract Services Jordan Aqueduct Terminal Reservoir operations by JVWCD Mike DeVries AF 10,875 1.97$ 21,424$ 5530 Contract Services Jordan Aqueduct Terminal Reservoir maintenance by JVWCD Mike DeVries Lump sum 1 44,352$ 44,352$ 5530 Contract Services 150th South Pipeline operations by JVWCD Mike DeVries AF 8,496 1.39$ 11,810$ 5530 Contract Services 150th South Pipeline maintenance by JVWCD Mike DeVries Lump sum 1 32,045$ 32,045$ 5530 Contract Services Non-CUP water carriage charge in JA Mike DeVries AF 1,500 9.00$ 13,498$ 5530 Contract Services Olmstead power interference charge Mike DeVries AF 594 11.30$ 6,712$ 5530 Contract Services DACRWTP transfer pump cost Mike DeVries AF 300 15.00$ 4,500$ 5530 Contract Services Water Softeners/De-ionized Water Wayne Winsor Monthly 12 610$ 7,320$ 5530 Contract Services Garbage Removal Wayne Winsor Monthly 12 290$ 3,480$ 5530 Contract Services Learning Management System online service Annalee Munsey Monthly 12 290$ 3,480$ 5530 Contract Services Harmful Algal Bloom sampling Mike DeVries Lump sum 1 2,750$ 2,750$ 5530 Total 855,588$ 5540 Other Employee Development Annalee Munsey Lump sum 1 2,000$ 2,000$ 5540 Other Management/Leadership Training Annalee Munsey Lump sum 1 3,000$ 3,000$ 5540 Total 5,000$ 5610 Telephone T1 PRI for District phone lines Ryan Nicholes Monthly 12 400$ 5,592$ 5610 Telephone Long Distance Services for T1 Ryan Nicholes Monthly 1223$ 276$ 5610 Telephone Phone number DIDs Ryan Nicholes Monthly 12 85$ 1,015$ 5610 Telephone LCWTP Ozone Building phone lines and long distance Ryan Nicholes Monthly 12 85$ 1,020$ 5610 Telephone JNPS phone line Ryan Nicholes Monthly 12 43$ 516$ 5610 Telephone POMWTP backup phone lines Ryan Nicholes Monthly 12 86$ 1,032$ 5610 Total 9,451$ 5620 Electricity Aqueducts Ryan Nicholes Monthly 12 597$ 7,161$ 5620 Electricity Finished water reservoirs Ryan Nicholes Monthly 12 1,469.83$ 17,638$ 5620 Electricity Salt Lake Aqueduct intake Ryan Nicholes Monthly 12 1,389.58$ 16,675$ 5620 Electricity Jordan Narrows Pump Station Ryan Nicholes Monthly 6 88,682$ 532,090$ 5620 Electricity Point of the Mountain site Ryan Nicholes Monthly 12 51,667$ 620,000$ 5620 Electricity Little Cottonwood site Ryan Nicholes Monthly 12 37,967$ 455,599$ 5620 Electricity POMWTP Standby Generator (Diesel)Wayne Winsor Gallons 1000 2.02$ 2,020$ 5620 Electricity LCWTP Standby Generator (Diesel)Wayne Winsor Gallons 1000 2.02$ 2,020$ 5620 Total 1,653,203$ 5630 Natural Gas Questar - Point of the Mountain Site Wayne Winsor Monthly 12 1,600$ 19,200$ 5630 Natural Gas Questar - Little Cottonwood Site/Terminal Reservoir Wayne Winsor Monthly 12 3,700$ 44,400$ 5630 Natural Gas BP Gas Wayne Winsor Monthly 12 10,500$ 126,000$ 5630 Natural Gas LCWTP Boiler (Diesel)Wayne Winsor Gallons 500 2.02$ 1,010$ 5630 Total 190,610$ 5650 Water Salt Lake City Wayne Winsor Monthly 12 200$ 2,400$ 5650 Water Cottonwood Improvement District Wayne Winsor Quarterly 4 600$ 2,400$ 5650 Water Mt. Olympus Improvement District (sanitary sewer @ Terminal Reservoir) Wayne Winsor Bi-monthly 6 37$ 222$ 5650 Water Draper City (storm drain fee)Wayne Winsor Monthly 12 963$ 11,556$ 5650 Water South Valley Sewer Wayne Winsor Monthly 12 600$ 7,200$ 5650 Total 23,778$ 5720 Machinery & Equipment Fit test annual recalibration Annalee Munsey Lump sum 1 860$ 860$ 5720 Machinery & Equipment Equipment repairs Annalee Munsey Lump sum0-$ -$ 5720 Total 860$ 5901 General Insurance General liability Mike DeVries Lump sum 1 59,033$ 59,033$ 5901 General Insurance Automobile liability Mike DeVries Lump sum 1 12,763$ 12,763$ 5901 General Insurance Public officials/management liability Mike DeVries Lump sum 1 8,069$ 8,069$ 5901 General Insurance Umbrella/excess liability (included with general liability)Mike DeVries Lump sum 1 32,861$ 32,861$ 5901 General Insurance Property Mike DeVries Lump sum 1 524,130$ 524,130$ 5901 General Insurance Workers compensation Mike DeVries Lump Sum 1 49,646$ 49,646$ 5901 General Insurance Pollution/environmental liability (year 2 of 3)Mike DeVries Lump sum 1 -$ -$ 5901 General Insurance Employee dishonesty/Crime Mike DeVries Lump sum 1 1,463$ 1,463$ 5901 General Insurance Cyber liability (included with public officials/management liability)Mike DeVries Lump sum 1 -$ -$ 5901 General Insurance Identity fraud Mike DeVries Lump sum 1 250$ 250$ 5901 General Insurance Public officials bond--Treasurer (year 2 of 3)Mike DeVries Lump sum 1 -$ -$ 5901 General Insurance Insurance consulting fee (year 1 of 5)Mike DeVries Lump sum 1 23,750$ 23,750$ 5901 General Insurance Miscellaneous Mike DeVries Lump sum 1 -$ -$ 5901 Total 711,965$ 5902 Administrative Fees Utah Lake Water Users Association Mike DeVries Monthly 12 6,400$ 76,800$ 5902 Administrative Fees Central Utah Project Water Mike DeVries Acre feet 23100 55.00$ 1,270,500$ 5902 Total 1,347,300$ 5903 Water Stock Assessment Big Ditch Irrigation Company Mike DeVries Shares 192.6 107.50$ 20,705$ 5903 Water Stock Assessment Big Cottonwood Lower Canal Company Mike DeVries Shares 20.64 22$ 453$ 5903 Water Stock Assessment State Engineer Little Cottonwood Creek distribution assessment Mike DeVries Each 1 55$ 55$ 5903 Water Stock Assessment State Engineer Provo River distribution assessment Mike DeVries Each 1 820$ 820$ 5903 Water Stock Assessment Sandy Irrigation Company Mike DeVries Shares 2 8$ 16$ 5903 Water Stock Assessment Utah Lake Distributing Company Mike DeVries Shares 1 43$ 43$ 5903 Water Stock Assessment Bell Canyon Irrigation Company Mike DeVries Shares 1 35$ 35$ 5903 Total 22,127$ 5905 Miscellaneous Water Quality Incentive Awards Annalee Munsey Lump sum 1 16,000$ 16,000$ 5905 Miscellaneous Board Member Pay and retirement contribution Annalee Munsey Per Member 6 5,117$ 30,704$ 5905 Total 46,704$ Fiscal Year 2022 General Expenditures Worksheet 5 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget010 Cost Center Name: General (20) Last Update: 04/07/21 Account Number Account Name Description Submitted By Units Quantity Unit Price Extended Amount Fiscal Year 2022 General Expenditures Worksheet 5907 Contribution & Events Provo River Watershed Council (year 4 of 5 at $100,000 per year)Mike DeVries Lump sum 1 100,000$ 100,000$ 5907 Contribution & Events Central Wasatch Commission Annalee Munsey Lump sum 1 15,000$ 15,000$ 5907 Total 115,000$ 5909 Depreciation Expense Depreciation of Capital Assets Josh Croft Monthly 12 925,583$ 11,107,000$ 5909 Total 11,107,000$ 5910 Interest Expense Variable rate debt management fees (Wells Fargo direct purchase)Annalee Munsey Lump sum 1 352,800$ 352,800$ 5910 Interest Expense Synthetically Fixed $58.8 M Annalee Munsey Lump sum 1 1,871,016$ 1,871,016$ 5910 Interest Expense 2012A bonds Annalee Munsey Lump sum 1 300,400$ 300,400$ 5910 Interest Expense 2012B bonds Annalee Munsey Lump sum 1 82,575$ 82,575$ 5910 Interest Expense 2015 bonds Annalee Munsey Lump sum 1 179,800$ 179,800$ 5910 Interest Expense 2016A bonds Annalee Munsey Lump sum 1 1,958,950$ 1,958,950$ 5910 Interest Expense 2020A bonds Annalee Munsey Lump sum 1 910,324$ 910,324$ 5910 Total 5,655,865$ 5913 Safety Safety Incentive program Annalee Munsey Lump sum 1 12,000$ 12,000$ 5913 Safety Medical Clearance for respirator Annalee Munsey Each 25 65$ 1,625$ 5913 Safety First Aid supplies Annalee Munsey Monthly 12 100$ 1,200$ 5913 Safety AED battery replacements Annalee Munsey Each 0 150$ -$ 5913 Safety Safety supplies (ear plugs, gas cans, eyewash, respirator cleaning wipes)Annalee Munsey Lump sum 1 440$ 440$ 5913 Safety Absorbent materials Annalee Munsey Lump sum 1 1,200$ 1,200$ 5913 Safety Safety signs Annalee Munsey Lump sum 1 500$ 500$ 5913 Safety Books & training videos Annalee Munsey Lump sum 2 500$ 1,000$ 5913 Safety Unified Fire Authority--hazmat permits Matt Tietje Lump sum 1 970$ 970$ 5913 Total 18,935$ 5914 Subscriptions & Publications AWWA Standards Annalee Munsey Lump sum 1 400$ 400$ 5914 Subscriptions & Publications JJ Keller OSHA 1910 Regulations (Prepared 3 years - year 1)Annalee Munsey Lump sum 0 499$ -$ 5914 Subscriptions & Publications National Safety Council Safety Magazine Annalee Munsey Lump sum 1 260$ 260$ 5914 Total 660$ 5916 Dues & Membership Utah Water Users Association Annalee Munsey Lump sum 1 500$ 500$ 5916 Dues & Membership Utah Association of Special Districts Annalee Munsey Lump sum 1 12,129$ 12,129$ 5916 Dues & Membership Warehouse shopping accounts Annalee Munsey Lump sum 1 180$ 180$ 5916 Dues & Membership Amazon business prime membership Annalee Munsey Lump sum 1 179$ 179$ 5916 Dues & Membership Partnership for Safe Water Annalee Munsey Lump sum 1 1,800$ 1,800$ 5916 Dues & Membership National Safety Council Annalee Munsey Lump sum 1 495$ 495$ 5916 Dues & Membership Utah Safety Council Annalee Munsey Lump sum 1 225$ 225$ 5916 Dues & Membership AWWA District Membership Annalee Munsey Lump sum 1 366$ 366$ 5916 Dues & Membership Intermountain Section AWWA partnership program Annalee Munsey Lump sum 1 2,250$ 2,250$ 5916 Dues & Membership Utah Water Conservation Forum Annalee Munsey Lump sum 0 300$ -$ 5916 Dues & Membership Water ISAC Annalee Munsey Lump sum 1 2,099$ 2,099$ 5916 Dues & Membership Water Research Foundation Mike DeVries Lump sum 1 11,601$ 11,601$ 5916 Total 31,824$ 5917 Amortization Expense Amortization of costs and reoffering premiums associated with bonds Sonya Shepherd Monthly 12 (150,454)$ (1,805,446)$ 5917 Total (1,805,446)$ 6 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget011 03/25/21 Account Description Actual FY 2018 Actual FY 2019 Actual FY 2020 3-Year Average (FY 2018-2020) Budget FY 2021 Actual 12/31/2020 % of Total Spent YTD FY 2021 % of Total Spent YTD 3-year average Projected Spend FY 2021 Projected Spend to Budget over/(under) for FY 2021 Budget FY 2022 % Change from FY 2021 Budget 5110 Salary & Wage Exp.732,540 772,137 829,396 778,024 903,337 372,111 41.19% 47.63% 845,146 (58,191) 955,031 5.72% 5120 Overtime Premium 81,005 87,779 91,500 86,761 80,323 44,254 55.10% 48.43% 85,678 5,355 80,323 0.00% 5170 On Call Pay 5,475 5,475 5,490 5,480 5,475 2,580 47.12% 47.90%5,432 (43) 5,475 0.00% 5210 Payroll Taxes 63,172 66,540 70,224 66,646 76,145 32,524 42.71% 48.26% 71,919 (4,226) 80,684 5.96% Salaries and Wages 882,192 931,931 996,610 936,911 1,065,280 451,469 42.38%1,008,175 (57,105) 1,121,513 5.28% 5310 Retirement Plan 169,812 178,795 190,488 179,698 209,090 94,100 45.00% 50.35% 197,919 (11,171) 219,114 4.79% 5320 Medical Insurance Premiums 236,798 235,627 254,844 242,423 287,474 117,056 40.72% 46.70% 270,277 (17,197) 298,672 3.90% 5330 Tuition Aid Program - - - - - - N/A 0.00%- - - N/A 5350 Insurance Premiums 6,889 6,996 7,121 7,002 7,830 3,481 44.45% 49.89%7,404 (426) 7,928 1.26% Employee Benefits 413,499 421,418 452,453 429,123 504,393 214,637 42.55%475,600 (28,794) 525,714 4.23% 5340 Meetings & Seminars 1,401 1,462 1,769 1,544 3,050 1,530 50.16% 69.53%2,459 (591) 3,000 -1.64% Employee Training 1,401 1,462 1,769 1,544 3,050 1,530 50.16%2,459 (591) 3,000 -1.64% 5410 Business Travel - 935 2,152 1,029 3,000 142 4.73% 89.63%453 (2,547) 3,000 0.00% 5430 Vehicle O & M 172 171 - 115 290 2,159 744.63% 27.96%2,368 2,078 280 -3.45% Transportation 172 1,106 2,152 1,144 3,290 2,301 69.94%2,821 (469) 3,280 -0.30% 5510 Legal - - - - - - N/A 0.00%- - - N/A 5520 Accounting - - - - - - N/A 0.00%- - - N/A 5530 Contract Services - - 65 22 - - N/A 0.00%- - - N/A 5540 Other - - - - - - N/A 0.00%- - - N/A Professional Services - - 65 22 - - N/A - - - N/A 5610 Telephone 1,601 1,603 1,613 1,606 2,060 800 38.83% 50.00%1,830 (230) 2,180 5.83% 5620 Electricity - - - - - - N/A 0.00%- - - N/A 5630 Natural Gas - - - - - - N/A 0.00%- - - N/A 5640 Radio Communications - - - - - - N/A 0.00%- - - N/A 5650 Water - - - - - - N/A 0.00%- - - N/A Utilities 1,601 1,603 1,613 1,606 2,060 800 38.83%1,830 (230) 2,180 5.83% 5710 Buildings & Grounds - - - - - - N/A 0.00%- - - N/A 5720 Machinery & Equipment - 552 33 195 5,800 786 13.55% 0.00%6,586 786 800 -86.21% Repairs and Maintenance - 552 33 195 5,800 786 13.55%6,586 786 800 -86.21% 5810 General Supplies 991 92 201 428 1,100 - 0.00% 11.33%975 (125) 1,100 0.00% 5820 Office Supplies - - - - - - N/A 0.00%- - - N/A 5830 Materials 1,827 1,567 1,248 1,547 2,364 269 11.37% 9.76%2,402 38 2,364 0.00% 5840 Chemicals 1,150,638 1,469,664 1,787,052 1,469,118 1,566,522 1,006,016 64.22% 61.31% 1,612,065 45,543 2,052,819 31.04% 5850 Computer & Instr. Supplies - - - - - - N/A 0.00%- - - N/A Chemicals and Supplies 1,153,456 1,471,323 1,788,501 1,471,093 1,569,986 1,006,285 64.10%1,615,442 45,456 2,056,283 30.97% 5901 General Insurance - - - - - - N/A 0.00%- - - N/A 5902 Administrative Fees - - - - - - N/A 0.00%- - - N/A 5903 Water Stock Assessment - - - - - - N/A 0.00%- - - N/A 5904 Rent Exp.- - - - - - N/A 0.00%- - - N/A 5905 Miscellaneous - - - - - - N/A 0.00%- - - N/A 5906 Postage & Freight Exp.- - - - - - N/A 0.00%- - - N/A 5907 Contributions & Events - - - - - - N/A 0.00%- - - N/A 5909 Depreciation Expense - - - - - - N/A 0.00%- - - N/A 5910 Interest Expense - - - - - - N/A 0.00%- - - N/A 5911 Laundry 1,837 1,812 1,688 1,779 2,264 526 23.24% 101.33%496 (1,768) 2,264 0.00% 5913 Safety 1,137 2,767 2,153 2,019 3,399 616 18.11% 10.84%3,646 247 3,399 0.00% 5914 Subscriptions & Publications 165 55 205 142 300 112 37.33% 65.52%215 (85) 300 0.00% 5915 Outside Printing - - - - 60 - 0.00% 0.00%60 - - -100.00% 5916 Dues & Memberships - - - - - - N/A 0.00%- - - N/A 5917 Amortization Exp.- - - - - - N/A 0.00%- - - N/A Other Expenses 3,139 4,634 4,046 3,940 6,023 1,254 20.82%4,417 (1,606) 5,963 -1.00% Total Expenses 2,455,460 2,834,029 3,247,242 2,845,578 3,159,882 1,679,062 53.14% 3,117,330 (42,553) 3,718,733 17.69% Excluding personnel costs 1,590,209 2,071,506 30.27% Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 OPERATIONS (22) Last Update: 7 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget012 Cost Center Name: Operations (22) Last Update: 03/25/21 Account Number Account Name Description Units Quantity Unit Price Extended Amount 5110 Salary and Wage Expense Salary and wages (14 FTEs plus skill-based pay)Pay Period 26 36,732$ 955,031$ 5110 Total 955,031$ 5120 Overtime Premium Overtime premium Pay Period 26 3,089$ 80,323$ 5120 Total 80,323$ 5170 On Call Pay On Call Pay Day 365 15$ 5,475$ 5170 Total 5,475$ 5210 Payroll Taxes Employer Portion of Payroll Taxes Pay Period 26 3,103$ 80,684$ 5210 Total 80,684$ 5310 Retirement Plan URS (Utah Retirement Systems) Contribution and Employer Match Pay Period 26 8,427$ 219,114$ 5310 Total 219,114$ 5320 Medical Insurance Premiums Insurance premiums (Medical, Dental, Vision, and H.S.A. Contribution)Monthly 12 24,889$ 298,672$ 5320 Total 298,672$ 5350 Insurance Premiums AD&D, Basic Life, Long Term Disability, etc.Monthly 12 661$ 7,928$ 5350 Total 7,928$ 5340 Meetings & Seminars Operator Certification Renewals Each 11 150$ 1,650$ 5340 Meetings & Seminars Operator Certification- new FTE Each 1 300$ 300$ 5340 Meetings & Seminars Local Seminars Lump sum 1 700$ 700$ 5340 Meetings & Seminars Meeting refreshments Lump sum 1 350$ 350$ 5340 Total 3,000$ 5410 Business Travel AWWA Intermountain Section Each 1 1,500$ 1,500$ 5411 Business Travel UWUA Each 1 1,500$ 1,500$ 5410 Business Travel AWWA Webinars Lump sum 1 -$ -$ 5410 Total 3,000$ 5430 Vehicle O&M Mileage reimbursement Miles 500 0.56$ 280$ 5430 Total 280$ 5610 Telephone Cellular Phones (2)Monthly 12 55$ 660$ 5610 Telephone Mobile phone allowance (2)Monthly 12 110$ 1,320$ 5610 Telephone Allowance for cell phone replacement/parts Lump sum 1 200$ 200$ 5610 Total 2,180$ 5720 Machinery & Equipment Equipment repairs Lump sum 1 800$ 800$ 5720 Total 800$ 5810 General Supplies Chair replacement Each 2 300$ 600$ 5810 General Supplies Blinds for LCWTP control room Each 1 500$ 500$ 5810 Total 1,100$ 5830 Materials pH probes Each 2 150$ 300$ 5830 Materials Variable volume pipettor Each 2 222$ 444$ 5830 Materials DPD Chlorine Dispenser Each 2 60$ 120$ 5830 Materials Miscellaneous laboratory supplies Lump sum 1 300$ 300$ 5830 Materials Gloves Lump sum 1 600$ 600$ 5830 Materials Kimwipes Lump sum 1 200$ 200$ 5830 Materials Supplies for filter inspections Lump sum 1 400$ 400$ 5830 Total 2,364$ 5840 Chemicals Aluminum Chlorohydrate (POMWTP)Lbs. 353,672 0.238$ 84,174$ 5840 Chemicals C 308P Cat-Floc (LCWTP) - totes Lbs. 268,540 0.670$ 179,922$ 5840 Chemicals C 308P Cat-Floc (POMWTP) - bulk Lbs. 94,183 0.600$ 56,510$ 5840 Chemicals A-6320 Anionic (POMWTP & LCWTP)) - totes Lbs. 14,316 1.000$ 14,316$ 5840 Chemicals Chlorine (LCWTP)Lbs. 420,000 0.26550$ 111,510$ 5840 Chemicals Ferric Chloride (LCWTP)Dry lbs. 2,032,749 0.3600$ 731,790$ 5840 Chemicals Caustic Soda 50% (LCWTP)Dry lbs. 1,670,257 0.2750$ 459,321$ 5840 Chemicals Fluoride (LCWTP & POMWTP)Wet. Lbs. 516,359 0.2800$ 144,581$ 5840 Chemicals Lime, Bulk (LCWTP)Dry lbs. 269,220 0.087$ 23,422$ 5840 Chemicals LOX (LCWTP & POMWTP)1000FTS 41,503 5.500$ 228,267$ 5840 Chemicals T-Chlor (LCWTP & POMWTP)Drum 3,100 1.60$ 4,960$ 5840 Chemicals Salt (POMWTP)Tons 109 86.000$ 9,374$ 5840 Chemicals Salt (TR FWR)Lbs. 33,057 0.098$ 3,223$ 5840 Chemicals DPD powder in glass bottles Each 6 52.300$ 314$ 5840 Chemicals DPD powder packets Each 6 27.15$ 163$ 5840 Chemicals pH Buffers Lump sum 1 500$ 500$ 5841 Chemicals Ascorbic Acid Tablets Each 2 236$ 472$ 5840 Total 2,052,819$ 5911 Laundry Uniforms Lump sum 1 2,264$ 2,264$ 5911 Total 2,264$ 5913 Safety Safety Shoes/ Boots Each 13 125$ 1,625$ 5913 Safety Gloves (Neoprene, etc.)Lump sum 1 300$ 300$ 5913 Safety Safety glasses (prescription)Each 2 200$ 400$ 5913 Safety PVC boots Each 3 70$ 210$ 5913 Safety Acid bib overalls Each 2 30$ 60$ 5913 Safety Acid coveralls Each 2 47$ 94$ 5913 Safety Acid jacket Each 2 30$ 60$ 5913 Safety Safety Harnesses Each 1 150$ 150$ 5913 Safety Safety Goggles/glasses Lump sum 13 35$ 455$ 5913 Safety Respirator Cartridges Each 3 15$ 45$ 5913 Total 3,399$ 5914 Subscriptions & Publications Subscriptions and Publications Lump sum 1 300$ 300$ 5914 Total 300$ Fiscal Year 2022 General Expenditures Worksheet 8 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget013 03/02/21 Account Description Actual FY 2018 Actual FY 2019 Actual FY 2020 3-Year Average (FY 2018-2020) Budget FY 2021 Actual 12/31/2020 % of Total Spent YTD FY 2021 % of Total Spent YTD 3-year average Projected Spend FY 2021 Projected Spend to Budget over/(under) for FY 2021 Budget FY 2022 % Change from FY 2021 Budget 5110 Salary & Wage Exp.967,516 1,061,502 1,102,968 1,043,996 1,167,106 518,370 44.42% 47.90% 1,126,390 (40,716) 1,169,768 0.23% 5120 Overtime Premium 6,349 2,671 4,107 4,376 10,000 1,246 12.46% 21.78%9,068 (932) 10,000 0.00% 5170 On Call Pay 5,055 5,475 5,490 5,340 5,475 2,580 47.12% 46.54%5,507 32 5,475 0.00% 5210 Payroll Taxes 75,758 83,170 84,503 81,144 91,265 41,479 45.45% 48.50% 88,478 (2,787) 92,353 1.19% Salaries and Wages 1,054,678 1,152,818 1,197,068 1,134,856 1,273,846 563,675 44.25%1,229,443 (44,403) 1,277,596 0.29% 5310 Retirement Plan 190,146 211,794 218,414 206,785 230,563 109,628 47.55% 50.14% 224,585 (5,978) 230,191 -0.16% 5320 Medical Insurance Premiums 359,889 375,914 372,737 369,513 400,472 179,606 44.85% 46.91% 392,211 (8,261) 436,540 9.01% 5330 Tuition Aid Program - - - - - - N/A 0.00%- - - N/A 5350 Insurance Premiums 10,952 10,744 10,708 10,801 12,526 5,431 43.36% 50.30% 11,657 (869) 11,892 -5.06% Employee Benefits 560,987 598,452 601,859 587,099 643,561 294,665 45.79%628,453 (15,108) 678,623 5.45% 5340 Meetings & Seminars 3,903 4,781 3,462 4,049 6,970 2,905 41.68% 48.96%6,463 (507) 8,770 25.82% Employee Training 3,903 4,781 3,462 4,049 6,970 2,905 41.68%6,463 (507) 8,770 25.82% 5410 Business Travel 1,542 - - 514 - - N/A 132.04%- - - N/A 5430 Vehicle O & M 428 361 305 365 696 58 8.26% 61.24%327 (369) 672 -3.45% Transportation 1,970 361 305 879 696 58 8.33%327 (369) 672 -3.45% 5510 Legal - - - - - - N/A 0.00%- - - N/A 5520 Accounting - - - - - - N/A 0.00%- - - N/A 5530 Contract Services 76,834 70,245 129,498 92,192 194,090 29,934 15.42% 53.08% 120,996 (73,094) 148,415 -23.53% 5540 Other - - - - - - N/A 0.00%- - - N/A Professional Services 76,834 70,245 129,498 92,192 194,090 29,934 15.42%120,996 (73,094) 148,415 -23.53% 5610 Telephone 1,480 1,440 1,440 1,453 1,440 640 44.42% 49.54%1,366 (74) 2,400 66.67% 5620 Electricity - - - - - - N/A 0.00%- - - N/A 5630 Natural Gas - - - - - - N/A 0.00%- - - N/A 5640 Radio Communications - - - - - - N/A 0.00%- - - N/A 5650 Water - - - - - - N/A 0.00%- - - N/A Utilities 1,480 1,440 1,440 1,453 1,440 640 44.44%1,366 (74) 2,400 66.67% 5710 Buildings & Grounds 54,661 46,521 47,908 49,697 93,520 60,187 64.36% 73.97% 84,534 (8,986) 114,100 22.01% 5720 Machinery & Equipment 53,531 67,310 77,132 65,991 125,700 72,538 57.71% 39.49% 148,602 22,902 154,200 22.67% Repairs and Maintenance 108,192 113,831 125,040 115,688 219,220 132,725 60.54% 233,136 13,916 268,300 22.39% 5810 General Supplies 11,588 10,892 12,184 11,555 10,560 3,095 29.31% 53.80%7,974 (2,586) 12,260 16.10% 5820 Office Supplies - - - - - - N/A 0.00%- - - N/A 5830 Materials 71,566 99,539 91,269 87,458 153,400 51,004 33.25% 38.44% 145,432 (7,968) 108,800 -29.07% 5840 Chemicals and Supplies 8,354 4,950 3,415 5,573 3,900 921 23.62% 4.51%4,645 745 5,600 43.59% 5850 Computer & Instr. Supplies - - - - - - N/A 0.00%- - - N/A Chemicals and Supplies 91,508 115,381 106,868 104,586 167,860 55,020 32.78%158,051 (9,809) 126,660 -24.54% 5901 General Insurance - - - - - - N/A 0.00%- - - N/A 5902 Administrative Fees - - - - - - N/A 0.00%- - - N/A 5903 Water Stock Assessment - - - - - - N/A 0.00%- - - N/A 5904 Rent Exp.2,107 14,330 15,946 10,794 3,950 - 0.00% 87.94%477 (3,473) 3,950 0.00% 5905 Miscellaneous - - - - - - N/A 0.00%- - - N/A 5906 Postage & Freight Exp.- - - - - - N/A 0.00%- - - N/A 5907 Contributions & Events 444 - - 148 - - N/A 0.00%- - - N/A 5909 Depreciation Expense - - - - - - N/A 0.00%- - - N/A 5910 Interest Expense - - - - - - N/A 0.00%- - - N/A 5911 Laundry 3,740 4,446 3,594 3,927 5,500 1,770 32.18% 92.48%2,183 (3,317) 8,250 50.00% 5913 Safety 11,969 8,710 6,916 9,198 7,521 5,911 78.59% 42.85% 10,209 2,688 8,599 14.33% 5914 Subscriptions & Publications - - - - - - N/A 0.00%- - - N/A 5915 Outside Printing - - - - - - N/A 0.00%- - - N/A 5916 Dues & Memberships 1,680 400 300 793 1,165 52 4.46% 76.89%321 (844) 1,165 0.00% 5917 Amortization Exp.- - - - - - N/A 0.00%- - - N/A Other Expenses 19,940 27,886 26,756 24,860 18,136 7,733 42.64%13,190 (4,946) 21,964 21.11% Total Expenses 1,919,492 2,085,195 2,192,296 2,065,662 2,525,820 1,087,355 43.05% 2,391,425 (134,394) 2,533,400 0.30% Excluding personnel costs 608,412 577,181 -5.13% Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 MAINTENANCE (23) Last Update: 9 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget014 Cost Center Name: Maintenance (23) Last Update: 03/02/21 Account Number Account Name Description Units Quantity Unit Price Extended Amount 5110 Salary and Wage Expense Salary and wages (21 FTEs plus 1 Seasonal plus skill-based pay)Pay Period 26 44,991$ 1,169,768$ 5110 Total 1,169,768$ 5120 Overtime Premium Overtime premium Pay Period 26 385$ 10,000$ 5120 Total 10,000$ 5170 On Call Pay On Call Pay Daily 365 15$ 5,475$ 5170 Total 5,475$ 5210 Payroll Taxes Employer Portion of Payroll Taxes Pay Period 26 3,552$ 92,353$ 5210 Total 92,353$ 5310 Retirement Plan URS (Utah Retirement Systems) Contribution and Employer Match Pay Period 26 8,854$ 230,191$ 5310 Total 230,191$ 5320 Medical Insurance Premiums Insurance premiums (Medical, Dental, Vision, and H.S.A. Contribution)Monthly 12 36,378$ 436,540$ 5320 Total 436,540$ 5350 Insurance Premiums AD&D, Basic Life, Long Term Disability, etc.Monthly 12 991$ 11,892$ 5350 Total 11,892$ 5340 Meetings & Seminars Backflow Prevention Seminar & Training Each 2 1,000$ 2,000$ 5340 Meetings & Seminars Utah APWA Fall Conference Each 2 185$ 370$ 5340 Meetings & Seminars Local Seminars Each 5 200$ 1,000$ 5340 Meetings & Seminars Boiler Operator Training Each 2 575$ 1,150$ 5340 Meetings & Seminars Refreshments for Maintenance sponsored coordination Lump sum 1 1,000$ 1,000$ 5340 Meetings & Seminars Backflow Certification (Cross Control Program Administer)Each 1 350$ 350$ 5340 Meetings & Seminars UST Operator Certification A/B Each 1 200$ 200$ 5340 Meetings & Seminars Operator Certification Exams Each 9 150$ 1,350$ 5340 Meetings & Seminars Operator Certification Renewals Each 9 150$ 1,350$ 5340 Total 8,770$ 5410 Business Travel -$ -$ 5410 Total -$ 5430 Vehicle O & M Mileage reimbursement Miles 1200 0.56$ 672$ 5430 Total 672$ 5530 Contract Services HVAC Equipment Service Lump sum 1 26,000$ 26,000$ 5530 Contract Services Generator Preventative Maintenance Service Lump sum 1 4,200$ 4,200$ 5530 Contract Services Asphalt Repair LCWTP (Slurry coat/Crack sealant)Lump sum 1 20,000$ 20,000$ 5530 Contract Services Elevator Service Contract & State Fees Monthly 12 500$ 6,000$ 5530 Contract Services Crane Inspection & Service Lump sum 1 550$ 550$ 5530 Contract Services Fire Extinguisher Service (Suppression, Sprinkler, etc.)Lump sum 1 2,175$ 2,175$ 5530 Contract Services Boiler Inspection, Repair & Service - LCWTP & POMWTP Lump sum 1 11,300$ 11,300$ 5530 Contract Services Misc Contract Services (Geese Relocation, Waste Oil, Pump Sewer, etc.)Lump sum 1 1,500$ 1,500$ 5530 Contract Services Pump Repair Lump sum 1 6,100$ 6,100$ 5530 Contract Services Hazardous Waste Disposal Lump sum 1 4,000$ 4,000$ 5530 Contract Services Ozone Nitrogen Boost Compressor Service - LCWTP & POMWTP Each 2 4,500$ 9,000$ 5530 Contract Services Fuel Tank Inspection Lump sum 1 1,500$ 1,500$ 5530 Contract Services Underground Storage Tank Program - (UST Fund)Lump sum 1 1,680$ 1,680$ 5530 Contract Services Garage door repairs Lump sum 1 4,000$ 4,000$ 5530 Contract Services Machine Repair and Unexpected Service Costs Lump sum 1 15,000$ 15,000$ 5530 Contract Services DOT Physical Exams Each 9 65$ 585$ 5530 Contract Services Tree Removal Lump sum 1 5,000$ 5,000$ 5530 Contract Services HydroTest Rescue Cylinders Each 10 50$ 500$ 5530 Contract Services Landscape Service - Terminal Reservoir Lump sum 1 20,500$ 20,500$ 5530 Contract Services CDL Medical Exam Each 5 65$ 325$ 5530 Contract Services Elevator 5-year Load Test Lump sum 1 3,000$ 3,000$ 5530 Contract Services Carpet Cleaning Lump sum 1 2,000$ 2,000$ 5530 Contract Services Carpet Replacement - Operations Control Rm.Lump sum 1 2,000$ 2,000$ 5530 Contract Services Golf Cart Repair Lump sum 1 1,500$ 1,500$ 5530 Total 148,415$ 5610 Telephone Mobile Phone Allowances (5)Monthly 12 200$ 2,400$ 5610 Total 2,400$ 5710 Buildings & Grounds Painting Supplies Lump sum 1 2,400$ 2,400$ 5710 Buildings & Grounds Salt (Water Softener, Ice Melt, etc.)Lump sum 1 3,000$ 3,000$ 5710 Buildings & Grounds Repair Supplies (concrete repairs etc.)Lump sum 1 4,000$ 4,000$ 5710 Buildings & Grounds Fertilizer/weed killer/gopher bait Lump sum 1 1,000$ 1,000$ 5710 Buildings & Grounds Sprinkler supplies (controller, pop-up, rain birds, solenoids, misc.)Lump sum 1 1,500$ 1,500$ 5710 Buildings & Grounds Tools (shovels, rakes, loppers, shears, hand pruners, saws, snow shovels etc.) Lump sum 1 1,200$ 1,200$ 5710 Buildings & Grounds Equipment supplies (oil, chains, weed trimming line, wasp spray, misc.)Lump sum 1 1,000$ 1,000$ 5710 Buildings & Grounds Asphalt Crack Sealing Compound Lump sum 1 2,000$ 2,000$ 5710 Buildings & Grounds Gravel/Landscape Rock/Wood Chip/Fencing Materials Lump sum 1 9,000$ 9,000$ 5710 Buildings & Grounds Cleaning of Drying Beds Lump sum 1 80,000$ 80,000$ 5710 Buildings & Grounds Radiant Heaters for Maintenance Garage - POMWTP Lump sum 1 9,000$ 9,000$ 5710 Total 114,100$ 5720 Machinery & Equipment Power Tools (Cordless Drill, Drill etc.)Lump sum 1 2,000$ 2,000$ 5720 Machinery & Equipment Hand Tools - New Service Truck Lump sum 1 3,000$ 3,000$ 5720 Machinery & Equipment Hand Tools & Bags for Maintenance Tech. II's & III's Lump sum 1 3,800$ 3,800$ 5720 Machinery & Equipment Ozone corrosion inhibitor monitoring Each 2 125$ 250$ 5720 Machinery & Equipment Golf Cart Enclosure Each 2 325$ 650$ 5720 Machinery & Equipment Pump, Drum Each 1 1,200$ 1,200$ 5720 Machinery & Equipment Pump, Sample Each 3 1,300$ 3,900$ 5720 Machinery & Equipment Pumps, Submersible (Standard - Small)Each 1 1,650$ 1,650$ 5720 Machinery & Equipment Pump, Chemical sump Each 2 1,250$ 2,500$ 5720 Machinery & Equipment Pump Parts, Chemical Resistant Each 1 300$ 300$ 5720 Machinery & Equipment Pump, Submersible (Large, two stage)Each 1 2,500$ 2,500$ 5720 Machinery & Equipment Pipe & Valve - Projects Lump sum 1 10,000$ 10,000$ 5720 Machinery & Equipment Pipe & Valve - SLA Air Valves (4" & 6")Lump sum 1 41,500$ 41,500$ 5720 Machinery & Equipment Sodium Hypochlorite Parts Lump sum 1 11,000$ 11,000$ 5720 Machinery & Equipment Shop vacuum Each 2 150$ 300$ 5720 Machinery & Equipment Ladders Lump sum 1 1,100$ 1,100$ Fiscal Year 2022 General Expenditures Worksheet 10 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget015 Cost Center Name: Maintenance (23) Last Update: 03/02/21 Account Number Account Name Description Units Quantity Unit Price Extended Amount Fiscal Year 2022 General Expenditures Worksheet 5720 Machinery & Equipment HVAC Equipment Lump sum 1 17,000$ 17,000$ 5720 Machinery & Equipment Weed trimmer (Heavy duty)Each 2 450$ 900$ 5720 Machinery & Equipment Lawn Mower (walk behind)Each 1 1,200$ 1,200$ 5720 Machinery & Equipment Golf Carts (1 Used, 1 New)Each 2 8,500$ 17,000$ 5720 Machinery & Equipment Two-stage snow blower Each 1 3,000$ 3,000$ 5720 Machinery & Equipment Downsizing of Chlorine Feeder #7 Lump sum 1 4,500$ 4,500$ 5720 Machinery & Equipment Water Softener - Maintenance Building Lump sum 1 15,000$ 15,000$ 5720 Machinery & Equipment Equipment tires Lump sum 1 2,000$ 2,000$ 5720 Machinery & Equipment Hilti Core Drill Lump sum 1 1,000$ 1,000$ 5720 Machinery & Equipment Man Basket - Boom Truck Lump sum 1 5,750$ 5,750$ 5720 Machinery & Equipment Upright Vacuums Each 6 200$ 1,200$ 5720 Total 154,200$ 5810 General Supplies Janitorial - Paper Products Lump sum 1 7,000$ 7,000$ 5810 General Supplies Janitorial - Cleaning Supplies Lump sum 1 4,000$ 4,000$ 5810 General Supplies Furniture Lump sum 1 1,000$ 1,000$ 5810 General Supplies Flags/Repairs Lump sum 1 260$ 260$ 5810 Total 12,260$ 5830 Materials Hose Supplies (Fire, Peristaltic Pump Hose, etc.)Lump sum 1 3,500$ 3,500$ 5830 Materials Air System Parts Lump sum 1 850$ 850$ 5830 Materials Chlorine Parts Lump sum 1 23,050$ 23,050$ 5830 Materials Polymer Feeder Parts Lump sum 1 8,200$ 8,200$ 5830 Materials Pump, Parts Lump sum 1 1,000$ 1,000$ 5830 Materials Pipe, Tubing, Fittings & Valves Lump sum 1 1,000$ 1,000$ 5830 Materials Ozone Parts Lump sum 1 10,000$ 10,000$ 5830 Materials Fasteners Lump sum 1 700$ 700$ 5830 Materials Oil Test Kits Lump sum 1 2,500$ 2,500$ 5830 Materials Welding Supplies Lump sum 1 3,000$ 3,000$ 5830 Materials Irrigation Meter Parts Lump sum 1 1,000$ 1,000$ 5830 Materials Screen Rake Parts Lump sum 1 500$ 500$ 5830 Materials V-belts, HVAC Lump sum 1 1,000$ 1,000$ 5830 Materials Shop Stock Steel (aqueduct gate material)Lump sum 1 6,000$ 6,000$ 5830 Materials Lubrication Supplies Lump sum 1 2,000$ 2,000$ 5830 Materials HVAC Filters Lump sum 1 5,300$ 5,300$ 5830 Materials Steam Traps & Parts Lump sum 1 15,000$ 15,000$ 5830 Materials Light Bulbs Lump sum 1 5,000$ 5,000$ 5830 Materials Traveling Screen Parts Lump sum 1 500$ 500$ 5830 Materials Golf Cart Maintenance (Tires, Batteries, Repairs, etc.)Lump sum 1 2,000$ 2,000$ 5830 Materials Miscellaneous batteries Lump sum 1 1,200$ 1,200$ 5830 Materials Dumping Fees Lump sum 1 3,000$ 3,000$ 5830 Materials Concrete repair supplies Lump sum 1 1,000$ 1,000$ 5830 Materials General Expendables (nuts, bolts, saw blades, tape, etc.)Lump sum 1 10,500$ 10,500$ 5830 Materials Backflow Preventer Repair Parts Lump sum 1 1,000$ 1,000$ 5830 Total 108,800$ 5840 Chemicals Boiler chemicals Lump sum 1 5,000$ 5,000$ 5840 Chemicals Acid, cleaning Lump sum 1 600$ 600$ 5840 Total 5,600$ 5904 Rent Expense Track hoe Each 3 1,150$ 3,450$ 5904 Rent Expense Stump grinder Each 2 250$ 500$ 5904 Total 3,950$ 5911 Laundry Uniforms/Coveralls Lump sum 1 4,000$ 4,000$ 5911 Laundry Uniforms, New employee Lump sum 1 1,000$ 1,000$ 5911 Laundry Cold weather gear (Coat)Lump sum 1 2,750$ 2,750$ 5911 Laundry Cleaning Supplies Lump sum 1 500$ 500$ 5911 Total 8,250$ 5913 Safety Safety Shoes/Boots Each 21 125$ 2,625$ 5913 Safety Safety Shoes/boots - Seasonal (Muck Boots)Each 3 150$ 450$ 5913 Safety Rubber Boot Replacements Each 6 40$ 240$ 5913 Safety Safety Glasses, Goggles (Prescriptive)Each 5 200$ 1,000$ 5913 Safety PPE (Personal Protective Equipment) - Miscellaneous Lump sum 1 2,000$ 2,000$ 5913 Safety Hard Hats Each 12 27$ 324$ 5913 Safety Rain Gear Each 12 80$ 960$ 5913 Safety Barricades, Signs & Traffic Cones Lump sum 1 1,000$ 1,000$ 5913 Total 8,599$ 5916 Dues & Membership Membership Renewals (Backflow Prevention - APWA)Each 3 55$ 165$ 5916 Dues & Membership CDL Certification Each 5 200$ 1,000$ 5916 Total 1,165$ 11 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget016 02/08/21 Account Description Actual FY 2018 Actual FY 2019 Actual FY 2020 3-Year Average (FY 2018-2020) Budget FY 2021 Actual 12/31/2020 % of Total Spent YTD FY 2021 % of Total Spent YTD 3-year average Projected Spend FY 2021 Projected Spend to Budget over/(under) for FY 2021 Budget FY 2022 % Change from FY 2021 Budget 5110 Salary & Wage Exp.997,357 964,484 1,094,604 1,018,815 764,360 265,999 34.80% 48.77% 657,571 (106,789) 852,094 11.48% 5120 Overtime Premium 2,895 6,112 5,759 4,922 - - N/A 49.26%- - - N/A 5170 On Call Pay 5,475 5,535 6,555 5,855 9,125 4,150 45.48% 50.30%8,685 (440) 9,125 0.00% 5210 Payroll Taxes 77,181 74,373 83,452 78,335 59,428 20,627 34.71% 48.51% 51,228 (8,200) 66,471 11.85% Salaries and Wages 1,082,908 1,050,504 1,190,370 1,107,927 832,913 290,776 34.91%717,484 (115,429) 927,690 11.38% 5310 Retirement Plan 209,710 201,652 220,012 210,458 156,014 60,378 38.70% 51.10% 136,667 (19,347) 173,422 11.16% 5320 Medical Insurance Premiums 264,113 237,963 296,292 266,123 183,902 74,686 40.61% 47.59% 171,074 (12,828) 206,774 12.44% 5330 Tuition Aid Program - - - - - - N/A 0.00%- - - N/A 5350 Insurance Premiums 7,591 7,549 8,236 7,792 4,163 2,031 48.78% 49.18%4,147 (16) 4,572 9.81% Employee Benefits 481,414 447,164 524,540 484,373 344,079 137,095 39.84%311,888 (32,191) 384,768 11.83% 5340 Meetings & Seminars 17,698 2,522 5,755 8,659 16,510 4,767 28.87% 34.02% 15,661 (849) 11,560 -29.98% Employee Training 17,698 2,522 5,755 8,659 16,510 4,767 28.87%15,661 (849) 11,560 -29.98% 5410 Business Travel 16,677 18,369 21,837 18,961 36,100 - 0.00% 64.64% 12,765 (23,335) 34,700 -3.88% 5430 Vehicle O & M 919 530 731 727 725 113 15.55% 72.51%312 (413) 700 -3.45% Transportation 17,596 18,899 22,568 19,688 36,825 113 0.31%13,077 (23,748) 35,400 -3.87% 5510 Legal - - - - - - N/A 0.00%- - - N/A 5520 Accounting - - - - - - N/A 0.00%- - - N/A 5530 Contract Services 325,682 272,639 284,313 294,211 305,150 64,812 21.24% 18.16% 314,550 9,400 355,050 16.35% 5540 Other 21,404 18,021 13,343 17,589 25,800 1,131 4.38% 26.61% 20,066 (5,734) 21,600 -16.28% Professional Services 347,086 290,660 297,656 311,800 330,950 65,943 19.93%334,616 3,666 376,650 13.81% 5610 Telephone 6,278 5,600 6,240 6,039 3,360 1,450 43.14% 50.23%3,122 (238) 6,840 103.57% 5620 Electricity - - - - - - N/A 0.00%- - - N/A 5630 Natural Gas - - - - - - N/A 0.00%- - - N/A 5640 Radio Communications 10,503 6,826 6,842 8,057 21,760 3,423 15.73% 40.03% 16,472 (5,288) 8,560 -60.66% 5650 Water - - - - - - N/A 0.00%- - - N/A Utilities 16,781 12,426 13,082 14,096 25,120 4,873 19.40%19,594 (5,526) 15,400 -38.69% 5710 Buildings & Grounds - - - - - - N/A 0.00%- - - N/A 5720 Machinery & Equipment - - - - - 749 N/A 31.81%749 749 - N/A Repairs and Maintenance - - - - - 749 N/A 749 749 - N/A 5810 General Supplies 5,313 6,314 5,820 5,816 650 176 27.12% 72.49%355 (295) 1,000 53.85% 5820 Office Supplies - - - - - - N/A 0.00%- - - N/A 5830 Materials - - - - - 124 N/A 26.88%124 124 - N/A 5840 Chemicals 13,462 12,515 11,172 12,383 - - N/A 78.57%- - - N/A 5850 Computer & Instr. Supplies 117,475 105,067 114,964 112,502 110,047 49,290 44.79% 53.42% 100,551 (9,496) 114,730 4.26% Chemicals and Supplies 136,250 123,896 131,956 130,701 110,697 49,590 44.80%101,030 (9,667) 115,730 4.55% 5901 General Insurance - - - - - - N/A 0.00%- - - N/A 5902 Administrative Fees - - - - - - N/A 0.00%- - - N/A 5903 Water Stock Assessment - - - - - - N/A 0.00%- - - N/A 5904 Rent Exp.- - - - - - N/A 0.00%- - - N/A 5905 Miscellaneous - - - - - - N/A 0.00%- - - N/A 5906 Postage & Freight Exp.- - - - - - N/A 0.00%- - - N/A 5907 Contributions & Events - - - - - - N/A 0.00%- - - N/A 5909 Depreciation Expense - - - - - - N/A 0.00%- - - N/A 5910 Interest Expense - - - - - - N/A 0.00%- - - N/A 5911 Laundry 1,508 1,656 1,723 1,629 1,050 96 9.14% 100.27%93 (957) 1,200 14.29% 5913 Safety 1,523 1,127 3,514 2,055 1,375 107 7.79% 32.73%1,032 (343) 1,500 9.09% 5914 Subscriptions & Publications 77 - - 26 400 - 0.00% 87.01%52 (348) 400 0.00% 5915 Outside Printing - - - - - - N/A 0.00%- - - N/A 5916 Dues & Memberships 750 - 750 500 1,000 - 0.00% 0.00%1,000 - 1,000 0.00% 5917 Amortization Exp.- - - - - - N/A 0.00%- - - N/A Other Expenses 3,858 2,783 5,987 4,210 3,825 203 5.31%2,177 (1,648) 4,100 7.19% Total Expenses 2,103,591 1,948,854 2,191,914 2,081,454 1,700,919 554,109 32.58% 1,516,276 (184,643) 1,871,298 10.02% Excluding personnel costs 523,927 558,840 6.66% Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 INFORMATION TECHNOLOGY (24) Last Update: 12 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget017 Cost Center Name: Information Technology (24) Last Update: 02/08/21 Account Number Account Name Description Units Quantity Unit Price Extended Amount 5110 Salary and Wage Expense Salary and wages (8 FTEs)Pay Period 26 32,773$ 852,094$ 5110 Total 852,094$ 5170 On Call Pay On Call Pay Daily 365 25$ 9,125$ 5170 Total 9,125$ 5210 Payroll Taxes Employer Portion of Payroll Taxes Pay Period 26 2,557$ 66,471$ 5210 Total 66,471$ 5310 Retirement Plan URS (Utah Retirement Systems) Contribution and Employer Match Pay Period 26 6,670$ 173,422$ 5310 Total 173,422$ 5320 Medical Insurance Premiums Insurance premiums (Medical, Dental, Vision, and H.S.A. Contribution)Monthly 12 17,231$ 206,774$ 5320 Total 206,774$ 5350 Insurance Premiums AD&D, Basic Life, Long Term Disability, etc.Monthly 12 381$ 4,572$ 5350 Total 4,572$ 5340 Meetings & Seminars Online Technology Training Each 1 2,500$ 2,500$ 5340 Meetings & Seminars PFIC Each 5 724$ 3,620$ 5340 Meetings & Seminars Pluralsight Online Training Each 1 300$ 300$ 5340 Meetings & Seminars SaintCon--Cyber Security Each 6 400$ 2,400$ 5340 Meetings & Seminars Bsides--Cyber Security Each 4 150$ 600$ 5340 Meetings & Seminars OpenWest Each 4 400$ 1,600$ 5340 Meetings & Seminars Refreshments for IS meetings and training Lump sum 12 45$ 540$ 5340 Total 11,560$ 5410 Business Travel Microsoft Server Administration Training Each 1 4,500$ 4,500$ 5410 Business Travel CyberSecurity Training Each 1 9,000$ 9,000$ 5410 Business Travel Computer Systems Technical Training Each 1 7,500$ 7,500$ 5410 Business Travel INL PCS Security Training Each 2 2,000$ 4,000$ 5410 Business Travel Sys Admin Systems / Security Training Each 1 6,500$ 6,500$ 5410 Business Travel Water and Wastewater CIO Forum Conference and Training Each 1 3,200$ 3,200$ 5410 Total 34,700$ 5430 Vehicle O&M Mileage reimbursement Miles 1250 0.56$ 700$ 5430 Total 700$ 5530 Contract Services AutoCAD renewal (1 full license)Each 1 600$ 600$ 5530 Contract Services Email and Office productivity Client Software renewal Lump sum 1 10,500$ 10,500$ 5530 Contract Services E-mail security and anti-spam software renewal Lump sum 1 1,800$ 1,800$ 5530 Contract Services Server, workstation, and e-mail antivirus and cyber firewall software renewals Lump sum 1 9,450$ 9,450$ 5530 Contract Services Maintenance renewal and additional licenses for the District's web filtering server Lump sum 1 2,000$ 2,000$ 5530 Contract Services Virtual machine Server software renewals and additional licenses Lump sum 1 31,500$ 31,500$ 5530 Contract Services Virtual machine client software renewals and additional licenses Lump sum 1 1,100$ 1,100$ 5530 Contract Services Virtual machine server administration and data backup software renewals and additional licenses Lump sum 1 19,000$ 19,000$ 5530 Contract Services Remote administration software renewal Lump sum 1 780$ 780$ 5530 Contract Services Web development software renewal Lump sum 1 2,400$ 2,400$ 5530 Contract Services Cyber security analysis and intrusion detection software renewals Lump sum 1 10,840$ 10,840$ 5530 Contract Services PC/S human machine software interface (HMI) software licenses, renewals, and maintenance Lump sum 1 49,500$ 49,500$ 5530 Contract Services Enterprise Content Management (ECM)--software renewal Lump sum 1 4,800$ 4,800$ 5530 Contract Services Financial Information System (FIS) and Fixed Asset Software (FAS) renewal Lump sum 1 5,100$ 5,100$ 5530 Contract Services Laboratory Information Management System (LIMS) software renewal Lump sum 1 22,000$ 22,000$ 5530 Contract Services Laboratory Information Management System (LIMS) LIMS Link Lump sum 1 500$ 500$ 5530 Contract Services Enterprise Asset Management (EAM) software renewal Lump sum 1 8,600$ 8,600$ 5530 Contract Services New server operating system licenses Lump sum 1 35,000$ 35,000$ 5530 Contract Services Desktop PC operating system, server client access, and office software license renewals, upgrades, and purchases Lump sum 1 1,600$ 1,600$ 5530 Contract Services Computer programming software library Lump sum 1 2,200$ 2,200$ 5530 Contract Services GIS software licenses, renewals, and maintenance Lump sum 1 6,500$ 6,500$ 5530 Contract Services Sangoma Telephone System Lump sum 1 1,200$ 1,200$ 5530 Contract Services Open Project Lump sum 1 1,000$ 1,000$ 5530 Contract Services Document management scanner hardware renewals Lump sum 1 1,100$ 1,100$ 5530 Contract Services Document management system--support services Lump sum 1 4,000$ 4,000$ 5530 Contract Services Security System software renewal Lump sum 1 5,000$ 5,000$ 5530 Contract Services Security Camera software renewal Lump sum 1 6,000$ 6,000$ 5530 Contract Services PC/S programming services Each 120 130$ 15,600$ 5530 Contract Services EAM implementation consulting, programming, and support services Each 1 49,000$ 49,000$ 5530 Contract Services Heating, Ventilation, and Air Conditioning (HVAC) control system maintenance contracts and support Each 5 100$ 500$ 5530 Contract Services Telephone system maintenance, ISP services, and Web hosting services Lump sum 1 15,780$ 15,780$ 5530 Contract Services IT network hardware/software consulting, configuration, and security services Lump sum 1 10,000$ 10,000$ 5530 Contract Services Server, desktop, and laptop PCs maintenance and service renewals Lump sum 1 15,000$ 15,000$ 5530 Contract Services Electronics disposal/recycling services Lump sum 1 600$ 600$ 5530 Contract Services Copier maintenance contracts Lump sum 1 4,500$ 4,500$ 5530 Total 355,050$ 5540 Other SCS maintenance and support services Each 120 150$ 18,000$ 5540 Other Little Cottonwood Water Treatment Plant (LCWTP)--SCS camera end of life replacements for operations and security Each 1 3,000$ 3,000$ 5540 Other SCS controller battery replacements Each 20 30$ 600$ 5540 Total 21,600$ 5610 Telephone Mobile phone allowances (8)Monthly 12 570$ 6,840$ 5610 Total 6,840$ 5640 Radio Communications Oquirrh Mountain repeater site lease fees and FCC frequency renewals--PC/S and voice radio systems Monthly 12 480$ 5,760$ 5640 Radio Communications Utah Communication Agency Network (UCAN) services Quarterly 4 700$ 2,800$ 5640 Total 8,560$ 5810 General Supplies Tools and equipment Lump sum 1 1,000$ 1,000$ 5810 Total 1,000$ Fiscal Year 2022 General Expenditures Worksheet 13 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget018 Cost Center Name: Information Technology (24) Last Update: 02/08/21 Account Number Account Name Description Units Quantity Unit Price Extended Amount Fiscal Year 2022 General Expenditures Worksheet 5850 Computer & Instr. Supplies Server racks/enclosures, network cables, and related equipment Lump sum 1 4,550$ 4,550$ 5850 Computer & Instr. Supplies Desktop Server--3 end of life replacements Each 3 3,000$ 9,000$ 5850 Computer & Instr. Supplies Desktop Workstation--replacements Each 5 800$ 4,000$ 5850 Computer & Instr. Supplies Thin client computer- replacements Each 4 225$ 900$ 5850 Computer & Instr. Supplies Chomebook computer--new and replacements Each 4 250$ 1,000$ 5850 Computer & Instr. Supplies Laptop computer--replacement Each 3 1,500$ 4,500$ 5850 Computer & Instr. Supplies Desktop computer monitors--end of life replacements Each 12 375$ 4,500$ 5850 Computer & Instr. Supplies Server computer replacement parts and upgrades (memory, power supplies, network accessories, etc.--PC/S, Enterprise, and SCS)Lump sum 1 13,810$ 13,810$ 5850 Computer & Instr. Supplies Server computer replacement hard drives (PC/S, Enterprise, and SCS)Lump sum 1 35,000$ 35,000$ 5850 Computer & Instr. Supplies Desktop, laptop, and tablet computer replacement parts and upgrades (hard drives, memory, power supplies, accessories, etc.--PC/S, Enterprise, and SCS)Lump sum 1 6,330$ 6,330$ 5850 Computer & Instr. Supplies PC/S, Enterprise, and SCS network hardware and parts (new and replacements) Lump sum 1 17,500$ 17,500$ 5850 Computer & Instr. Supplies PC/S, Enterprise, and SCS network security equipment (new and replacements) Lump sum 1 6,000$ 6,000$ 5850 Computer & Instr. Supplies UPS equipment and batteries for PC/S and Enterprise servers Each 12 20$ 240$ 5850 Computer & Instr. Supplies PC/S and Enterprise network data backup system replacement equipment and parts Lump sum 1 3,900$ 3,900$ 5850 Computer & Instr. Supplies Printer equipment replacements Lump sum 1 2,000$ 2,000$ 5850 Computer & Instr. Supplies Phone system hardware--new and replacement parts Lump sum 1 1,500$ 1,500$ 5850 Total 114,730$ 5911 Laundry Uniforms Lump sum 1 1,200$ 1,200$ 5911 Total 1,200$ 5913 Safety Safety shoes Employee 8 125$ 1,000$ 5913 Safety Personal protective equipment Lump sum 1 500$ 500$ 5913 Total 1,500$ 5914 Subscriptions & Publications Information Technology Lump sum 1 400$ 400$ 5914 Total 400$ 5916 Dues & Membership Association for Information Management Each 1 250$ 250$ 5916 Dues & Membership Water and Wastewater CIO Forum Each 1 750$ 750$ 5916 Total 1,000$ 14 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget019 02/09/21 Account Description Actual FY 2018 Actual FY 2019 Actual FY 2020 3-Year Average (FY 2018-2020) Budget FY 2021 Actual 12/31/2020 % of Total Spent YTD FY 2021 % of Total Spent YTD 3-year average Projected Spend FY 2021 Projected Spend to Budget over/(under) for FY 2021 Budget FY 2022 % Change from FY 2021 Budget 5110 Salary & Wage Exp.569,120 558,795 662,757 596,891 670,906 304,760 45.43% 47.06% 659,958 (10,948) 689,375 2.75% 5120 Overtime Premium 692 204 582 493 1,000 15 1.51% 43.41%581 (419) 1,000 0.00% 5170 On Call Pay 420 - - 140 - - N/A 100.00%- - - N/A 5210 Payroll Taxes 44,257 41,948 49,544 45,250 50,327 22,632 44.97% 47.68% 48,964 (1,363) 51,791 2.91% Salaries and Wages 614,489 600,947 712,883 642,774 722,232 327,407 45.33%709,503 (12,730) 742,166 2.76% 5310 Retirement Plan 123,195 118,578 137,316 126,363 141,703 68,415 48.28% 50.06% 139,175 (2,528) 145,622 2.77% 5320 Medical Insurance Premiums 168,605 162,388 197,339 176,111 206,053 94,210 45.72% 47.11% 203,187 (2,866) 185,516 -9.97% 5330 Tuition Aid Program - - - - - - N/A 0.00%- - - N/A 5350 Insurance Premiums 4,480 4,141 5,203 4,608 4,840 2,642 54.58% 48.05%5,156 316 4,536 -6.30% Employee Benefits 296,280 285,107 339,858 307,082 352,596 165,267 46.87%347,518 (5,078) 335,674 -4.80% 5340 Meetings & Seminars 1,373 4,384 3,383 3,047 6,170 1,099 17.81% 64.24%3,305 (2,865) 2,920 -52.67% Employee Training 1,373 4,384 3,383 3,047 6,170 1,099 17.81%3,305 (2,865) 2,920 -52.67% 5410 Business Travel 3,723 - - 1,241 1,500 142 9.46% 76.40%496 (1,004) - -100.00% 5430 Vehicle O & M 945 203 62 403 100 - 0.00% 53.59%46 (54) 96 -3.45% Transportation 4,668 203 62 1,644 1,600 142 8.88%542 (1,058) 96 -94.00% 5510 Legal - - - - - - N/A 0.00%- - - N/A 5520 Accounting - - - - - - N/A 0.00%- - - N/A 5530 Contract Services 79,937 202,178 293,970 192,028 370,300 231,975 62.65% 21.82% 521,491 151,191 426,700 15.23% 5540 Other - - - - - - N/A 0.00%- - - N/A Professional Services 79,937 202,178 293,970 192,028 370,300 231,975 62.65%521,491 151,191 426,700 15.23% 5610 Telephone 3,625 3,400 3,840 3,622 3,840 1,920 50.00% 49.47%3,860 20 3,840 0.00% 5620 Electricity - - - - - - N/A 0.00%- - - N/A 5630 Natural Gas - - - - - - N/A 0.00%- - - N/A 5640 Radio Communications - - - - - - N/A 0.00%- - - N/A 5650 Water - - - - - - N/A 0.00%- - - N/A Utilities 3,625 3,400 3,840 3,622 3,840 1,920 50.00%3,860 20 3,840 0.00% 5710 Buildings & Grounds - - - - - - N/A 0.00%- - - N/A 5720 Machinery & Equipment - 4,075 - 1,358 1,600 - 0.00% 87.84%195 (1,405) 4,545 184.06% Repairs and Maintenance - 4,075 - 1,358 1,600 - 0.00%195 (1,405) 4,545 184.06% 5810 General Supplies 737 1,460 3,027 1,742 2,000 3,090 154.49% 29.32%4,503 2,503 3,900 95.00% 5820 Office Supplies - - - - - - N/A 0.00%- - - N/A 5830 Materials 1,610 - - 537 - - N/A 15.65%- - - N/A 5840 Chemicals - - - - - - N/A 0.00%- - - N/A 5850 Computer & Instr. Supplies - - - - - - N/A 0.00%- - - N/A Chemicals and Supplies 2,347 1,460 3,027 2,279 2,000 3,090 154.50%4,503 2,503 3,900 95.00% 5901 General Insurance - - - - - - N/A 0.00%- - - N/A 5902 Administrative Fees - - - - - - N/A 0.00%- - - N/A 5903 Water Stock Assessment - - - - - - N/A 0.00%- - - N/A 5904 Rent Exp.- - - - 4,500 - 0.00% 0.00%4,500 - 5,000 11.11% 5905 Miscellaneous - - - - - - N/A 0.00%- - - N/A 5906 Postage & Freight Exp.- - - - 1,000 - 0.00% 0.00%1,000 - 1,000 0.00% 5907 Contributions & Events - - - - - - N/A 0.00%- - - N/A 5909 Depreciation Expense - - - - - - N/A 0.00%- - - N/A 5910 Interest Expense - - - - - - N/A 0.00%- - - N/A 5911 Laundry 739 682 902 774 1,000 345 34.47% 98.76%357 (643) 2,050 105.00% 5913 Safety 850 665 695 737 1,680 223 13.28% 17.96%1,601 (79) 1,680 0.00% 5914 Subscriptions & Publications 439 98 - 179 500 - 0.00% 0.00%500 - 500 0.00% 5915 Outside Printing - 281 - 94 1,200 116 9.64% 0.00%1,316 116 1,200 0.00% 5916 Dues & Memberships 692 551 255 499 497 344 69.22% 58.08%552 55 275 -44.67% 5917 Amortization Exp.- - - - - - N/A 0.00%- - - N/A Other Expenses 2,720 2,277 1,852 2,283 10,377 1,028 9.91%9,826 (551) 11,705 12.80% Total Expenses 1,005,439 1,104,031 1,358,875 1,156,117 1,470,716 731,928 49.77% 1,600,743 130,027 1,531,546 4.14% Excluding personnel costs 395,887 453,706 14.60% Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 ENGINEERING Last Update: 15 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget020 Cost Center Name: Engineering (25) Last Update: 02/09/21 Account Number Account Name Description Units Quantity Unit Price Extended Amount 5110 Salary and Wage Expense Salary and wages (8 FTEs)Pay Period 26 26,514.41$ 689,375$ 5110 Total 689,375$ 5120 Overtime Premium Overtime premium Pay Period 26 38$ 1,000$ 5120 Total 1,000$ 5210 Payroll Taxes Employer Portion of Payroll Taxes Pay Period 26 1,992$ 51,791$ 5210 Total 51,791$ 5310 Retirement Plan URS (Utah Retirement Systems) Contribution and Employer Match Pay Period 26 5,601$ 145,622$ 5310 Total 145,622$ 5320 Medical Insurance Premiums Insurance premiums (Medical, Dental, Vision, and H.S.A. Contribution)Monthly 12 15,460$ 185,516$ 5320 Total 185,516$ 5350 Insurance Premiums AD&D, Basic Life, Long Term Disability, etc.Monthly 12 378$ 4,536$ 5350 Total 4,536$ 5340 Meetings & Seminars Local Seminars Lump sum 1 500$ 500$ 5340 Meetings & Seminars Utah APWA Fall Conference Each 2 185$ 370$ 5340 Meetings & Seminars Backflow Prevention Seminar Each 1 100$ 100$ 5340 Meetings & Seminars Operator Certification Exam Each 2 150$ 300$ 5340 Meetings & Seminars Operator Certification Renewals Each 5 150$ 750$ 5340 Meetings & Seminars FAA Pilot Testing and License Each 2 450$ 900$ 5340 Total 2,920$ 5410 Business Travel IMS AWWA Fall Conference Each 0 1,500$ -$ 5410 Total -$ 5430 Vehicle O&M Mileage reimbursement Miles 172 0.56$ 96 5430 Total 96$ 5530 Contract Services Professional Services - Engineering Lump sum 1 305,000$ 305,000$ 5530 Contract Services Professional Services - Survey (ROW, Annexation/De-annexation)Lump sum 1 84,500$ 84,500$ 5530 Contract Services Appraisals--ROW Encroachments Lump sum 1 2,000$ 2,000$ 5530 Contract Services Blue Stakes Monthly 12 225$ 2,700$ 5530 Contract Services Boss811 (Blue Stake ticket management)Annual 1 2,000$ 2,000$ 5530 Contract Services Fence Install (Alpine-Draper Tunnel Inlet)Lineal Foot 2000 15$ 30,000$ 5530 Contract Services Graphic Design (ROW Newsletter)Lump sum 1 500$ 500$ 5530 Total 426,700$ 5610 Telephone Mobile Phone Allowances (8)Monthly 12 320$ 3,840$ 5610 Total 3,840$ 5720 Machinery & Equipment Drone (Additional battery (1), case)Each 1 3,000$ 3,000$ 5720 Machinery & Equipment RIGID inductive signal clamp Each 1 600$ 600$ 5720 Machinery & Equipment Aligator clips for RIGID locators Lump sum 1 120$ 120$ 5720 Machinery & Equipment Binoculars Each 3 275$ 825$ 5720 Total 4,545$ 5810 General Supplies Aqueduct Inspector Supplies Lump sum 1 1,500$ 1,500$ 5810 General Supplies Corridor Marking Signs and Posts Lump sum 1 2,400$ 2,400$ 5810 Total 3,900$ 5904 Rent Expense Machine Rental (Excavator) - Road Maintenance Lump sum 1 5,000$ 5,000$ 5904 Total 5,000$ 5906 Postage & Freight Expense Licensing Program Mailers Lump sum 1 1,000$ 1,000$ 5906 Total 1,000$ 5911 Laundry Uniforms & Supplies Lump sum 1 1,000$ 1,000$ 5911 Laundry Cold weather gear - Coat Lump sum 1 1,050$ 1,050$ 5911 Total 2,050$ 5913 Safety Safety Shoes/Boots Each 8 125$ 1,000$ 5913 Safety Safety Glasses, Goggles (Prescription)Each 2 200$ 400$ 5913 Safety Safety Glasses, Goggles (Standard)Each 8 35$ 280$ 5913 Total 1,680$ 5914 Subscriptions & Publications Subscriptions & Publications Lump sum 1 500$ 500$ 5914 Total 500$ 5915 Outside Printing Licensing Program Mailers Lump sum 1 1,200$ 1,200$ 5915 Total 1,200$ 5916 Dues & Membership Professional Memberships Lump sum 1 275$ 275$ 5916 Total 275$ Fiscal Year 2022 General Expenditures Worksheet 16 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget021 03/08/21 Account Description Actual FY 2018 Actual FY 2019 Actual FY 2020 3-Year Average (FY 2018-2020) Budget FY 2021 Actual 12/31/2020 % of Total Spent YTD FY 2021 % of Total Spent YTD 3-year average Projected Spend FY 2021 Projected Spend to Budget over/(under) for FY 2021 Budget FY 2022 % Change from FY 2021 Budget 5110 Salary & Wage Exp.- - - - 565,424 237,568 42.02% 0.00% 475,137 (90,288) 586,427 3.71% 5120 Overtime Premium - - - - 5,000 2,906 58.12% 0.00%5,812 812 7,500 50.00% 5170 On Call Pay - - - - 5,595 2,730 48.79% 0.00%5,460 (135) 7,500 34.05% 5210 Payroll Taxes - - - - 44,358 18,810 42.41% 0.00% 37,620 (6,738) 46,679 5.23% Salaries and Wages - - - - 620,378 262,014 42.23%524,029 (96,349) 648,106 4.47% 5310 Retirement Plan - - - - 118,715 51,535 43.41% 0.00% 103,071 (15,644) 125,771 5.94% 5320 Medical Insurance Premiums - - - - 170,841 63,241 37.02% 0.00% 126,482 (44,360) 180,521 5.67% 5330 Tuition Aid Program - - - - - - N/A 0.00%- - - N/A 5350 Insurance Premiums - - - - 4,732 2,028 42.85% 0.00%4,056 (677) 5,071 7.16% Employee Benefits - - - - 294,288 116,804 39.69%233,609 (60,681) 311,363 5.80% 5340 Meetings & Seminars - - - - 9,940 600 6.04% 0.00% 10,540 600 3,600 -63.78% Employee Training - - - - 9,940 600 6.04% 10,540 600 3,600 -63.78% 5410 Business Travel - - - - - - N/A 0.00%- - - N/A 5430 Vehicle O & M - - - - - - N/A 0.00%- - - N/A Transportation - - - - - - N/A - - - N/A 5510 Legal - - - - - - N/A 0.00%- - - N/A 5520 Accounting - - - - - - N/A 0.00%- - - N/A 5530 Contract Services - - - - 77,000 25,403 32.99% 0.00% 102,403 25,403 96,000 24.68% 5540 Other - - - - - - N/A 0.00%- - - N/A Professional Services - - - - 77,000 25,403 32.99%102,403 25,403 96,000 24.68% 5610 Telephone - - - - 3,840 1,551 40.39% 0.00%5,391 1,551 3,840 0.00% 5620 Electricity - - - - - - N/A 0.00%- - - N/A 5630 Natural Gas - - - - - - N/A 0.00%- - - N/A 5640 Radio Communications - - - - - - N/A 0.00%- - - N/A 5650 Water - - - - - - N/A 0.00%- - - N/A Utilities - - - - 3,840 1,551 40.39% 5,391 1,551 3,840 0.00% 5710 Buildings & Grounds - - - - - - N/A 0.00%- - - N/A 5720 Machinery & Equipment 191,280 179,236 150,155 173,557 172,950 77,630 44.89% 0.00% 250,580 77,630 180,110 4.14% Repairs and Maintenance 191,280 179,236 150,155 173,557 172,950 77,630 44.89% 250,580 77,630 180,110 4.14% 5810 General Supplies - - - - 4,900 3,030 61.83% 0.00%7,930 3,030 5,000 2.04% 5820 Office Supplies - - - - - - N/A 0.00%- - - N/A 5830 Materials 50,526 54,615 67,455 57,532 63,950 12,747 19.93% 0.00% 76,697 12,747 72,500 13.37% 5840 Chemicals - - - - 15,875 222 1.40% 0.00% 16,097 222 15,450 -2.68% 5850 Computer & Instr. Supplies - - - - - - N/A 0.00%- - - N/A Chemicals and Supplies 50,526 54,615 67,455 57,532 84,725 15,999 18.88%100,724 15,999 92,950 9.71% 5901 General Insurance - - - - - - N/A 0.00%- - - N/A 5902 Administrative Fees - - - - - - N/A 0.00%- - - N/A 5903 Water Stock Assessment - - - - - - N/A 0.00%- - - N/A 5904 Rent Exp.- - - - - - N/A 0.00%- - - N/A 5905 Miscellaneous - - - - - - N/A 0.00%- - - N/A 5906 Postage & Freight Exp.- - - - - - N/A 0.00%- - - N/A 5907 Contributions & Events - - - - - - N/A 0.00%- - - N/A 5909 Depreciation Expense - - - - - - N/A 0.00%- - - N/A 5910 Interest Expense - - - - - - N/A 0.00%- - - N/A 5911 Laundry - - - - 1,200 744 61.97% 0.00%1,944 744 1,200 0.00% 5913 Safety - - - - 3,890 384 9.88% 0.00%4,274 384 3,325 -14.52% 5914 Subscriptions & Publications - - - - - - N/A 0.00%- - - N/A 5915 Outside Printing - - - - - - N/A 0.00%- - - N/A 5916 Dues & Memberships - - - - - - N/A 0.00%- - - N/A 5917 Amortization Exp.- - - - - - N/A 0.00%- - - N/A Other Expenses - - - - 5,090 1,128 22.16%6,218 1,128 4,525 -11.10% Total Expenses 241,806 233,851 217,610 231,089 1,268,211 501,129 39.51%1,233,494 (34,719) 1,340,494 5.70% Excluding personnel costs 353,545 381,025 7.77% Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 INSTRUMENTATION & ELECTRICAL (26) Last Update: 17 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget022 Cost Center Name: Instrumentation & Electrical (26) Last Update: 03/08/21 Account Number Account Name Description Units Quantity Unit Price Extended Amount 5110 Salary and Wage Expense Salary and wages (9 FTEs plus skill-based pay) Pay Period 26 22,555$ 586,427$ 5110 Total 586,427$ 5120 Overtime Premium Overtime premium Pay Period 26 288$ 7,500$ 5120 Total 7,500$ 5170 On Call Pay On Call Pay (more than one person on call for 135 days) Daily 500 15$ 7,500$ 5170 Total 7,500$ 5210 Payroll Taxes Employer Portion of Payroll Taxes Pay Period 26 1,795$ 46,679$ 5210 Total 46,679$ 5310 Retirement Plan URS (Utah Retirement Systems) Contribution and Employer Match Pay Period 26 4,837$ 125,771$ 5310 Total 125,771$ 5320 Medical Insurance Premiums Insurance premiums (Medical, Dental, Vision, and H.S.A. Contribution) Monthly 12 15,043$ 180,521$ 5320 Total 180,521$ 5350 Insurance Premiums AD&D, Basic Life, Long Term Disability, etc.Monthly 12 423$ 5,071$ 5350 Total 5,071$ 5340 Meetings & Seminars Electrical code training Each 2 1,800$ 3,600$ 5340 Meetings & Seminars Refreshments for IS meetings and training Lump sum 0 45$ -$ 5340 Total 3,600$ 5530 Contract Services Instrumentation maintenance, consulting, communications, and support services Lump sum 1 10,000$ 10,000$ 5530 Contract Services Point of the Mountain Water Treatment Plant (POMWTP) Finished Water Pump Station (FWPS) variable frequency drives--emergency repairs and Lump sum 1 10,000$ 10,000$ 5530 Contract Services Fire alarm system maintenance and support services Lump sum 1 6,500$ 6,500$ 5530 Contract Services Ozone system instrumentation and electrical equipment repair, calibration, and support services Lump sum 1 9,000$ 9,000$ 5530 Contract Services Uninterruptible Power Supply (UPS) service contracts and maintenance Lump sum 1 12,000$ 12,000$ 5530 Contract Services Cathodic protection annual survey (aqueducts and water treatment plants) Lump sum 1 15,000$ 15,000$ 5530 Contract Services Cathodic protection HD survey (aqueducts and water treatment plants) Lump sum 1 15,000$ 15,000$ 5530 Contract Services Ozone, UV programming and troubleshooting services Lump sum 1 10,000$ 10,000$ 5530 Contract Services VFDs and RVSS, preventative maintenance, testing capacitors and cabling, cleaning Lump sum 1 8,500$ 8,500$ 5530 Total 96,000$ 5610 Telephone Mobile phone allowances (8)Monthly 12 320$ 3,840$ 5610 Total 3,840$ 5720 Machinery & Equipment Ultrasonic meter spare parts Lump sum 1 2,600$ 2,600$ 5720 Machinery & Equipment Ultrasonic meter probes Each 2 1,200$ 2,400$ 5720 Machinery & Equipment Instrumentation and PLC battery replacements Lump sum 1 2,000$ 2,000$ 5720 Machinery & Equipment Moore Industries temperature probe Lump sum 1 1,350$ 1,350$ 5720 Machinery & Equipment Turbidimeter replacement heads Each 2 2,500$ 5,000$ 5720 Machinery & Equipment Turbidimeter parts and repairs Each 3 1,667$ 5,000$ 5720 Machinery & Equipment Turbidimeter probe recalibrations/repairs Each 3 833$ 2,500$ 5720 Machinery & Equipment pH meter parts and repairs Each 11 245$ 2,700$ 5720 Machinery & Equipment Fluoride analyzer parts and repairs Each 6 417$ 2,500$ 5720 Machinery & Equipment Chlorine analyzer parts and repairs Each 2 450$ 900$ 5720 Machinery & Equipment Chlorine calibration kits Lump sum 1 3,600$ 3,600$ 5720 Machinery & Equipment Chlorine detector parts Each 7 180$ 1,260$ 5720 Machinery & Equipment Ozone analyzer replacement probes Lump sum 1 2,750$ 2,750$ 5720 Machinery & Equipment Ozone generator dielectrics Lump sum 1 49,900$ 49,900$ 5720 Machinery & Equipment Ozone system instrumentation and controls repairs and replacement parts Lump sum 1 8,000$ 8,000$ 5720 Machinery & Equipment Ozone ambient air detector calibration kits Each 5 320$ 1,600$ 5720 Machinery & Equipment Ozone ambient air sensors Each 6 108$ 650$ 5720 Machinery & Equipment Ozone control boards Each 4 225$ 900$ 5720 Machinery & Equipment Ozone calibration acuvacs Lump sum 1 500$ 500$ 5720 Machinery & Equipment Calibration kits Each 2 1,350$ 2,700$ 5720 Machinery & Equipment Hydrogen Sensors Each 3 400$ 1,200$ 5720 Machinery & Equipment Air scour actuator rebuild kits Each 5 2,300$ 11,500$ 5720 Machinery & Equipment Remote site actuator repairs Lump sum 1 2,750$ 2,750$ 5720 Machinery & Equipment Actuator contactor replacements Each 4 313$ 1,250$ 5720 Machinery & Equipment Solid state contactor Each 2 450$ 900$ 5720 Machinery & Equipment UPS and VFD air filters Each 60 6$ 350$ 5720 Machinery & Equipment Anionic system controls Lump sum 1 600$ 600$ 5720 Machinery & Equipment Confined space monitoring equipment cell sensors Each 8 156$ 1,250$ 5720 Machinery & Equipment PC/S Filter table cabinet hardware Lump sum 1 1,250$ 1,250$ 5720 Machinery & Equipment PLC repairs and replacement parts Lump sum 1 12,500$ 12,500$ 5720 Machinery & Equipment PC/S RTU equipment repairs and replacement parts Lump sum 1 2,000$ 2,000$ 5720 Machinery & Equipment PC/S RTU equipment cabinet heaters Each 3 333$ 1,000$ 5720 Machinery & Equipment SLA Provo Canyon RTU overflow batteries Each 8 150$ 1,200$ 5720 Machinery & Equipment Misc. instrument replacement parts (instrument components, fittings, sample line/hose materials, etc.)Lump sum 1 1,250$ 1,250$ 5720 Machinery & Equipment UV lamps Each 25 300$ 7,500$ Fiscal Year 2022 General Expenditures Worksheet 18 of 41 20210408 Budget workbook FY 2022--draft budget.xlsxBudget023 Cost Center Name: Instrumentation & Electrical (26) Last Update: 03/08/21 Account Number Account Name Description Units Quantity Unit Price Extended Amount Fiscal Year 2022 General Expenditures Worksheet 5720 Machinery & Equipment UV boards/ballasts Each 10 1,000$ 10,000$ 5720 Machinery & Equipment UV quality transmitter sensors Lump sum 1 1,200$ 1,200$ 5720 Machinery & Equipment Headloss differential pressure meters for LCWTP filters Each 4 2,400$ 9,600$ 5720 Machinery & Equipment Instrumentation equipment replacement Lump sum 1 14,000$ 14,000$ 5720 Total 9,600$ 180,110$ 5810 General Supplies Tools and equipment Lump sum 1 5,000$ 5,000$ 5810 Total 5,000$ 5830 Materials Electrical materials and supplies (conduit, parts, fuses, etc.)Lump sum 1 4,500$ 4,500$ 5830 Materials Electrical motor replacements Lump sum 1 7,500$ 7,500$ 5830 Materials Emergency lights and batteries (power outages, etc.)Each 1 1,050.0$ 1,050$ 5830 Materials LED light ballasts Lump sum 1 5,500$ 5,500$ 5830 Materials LED light fixtures Lump sum 1 6,500$ 6,500$ 5830 Materials Building heater replacements Each 1 2,500$ 2,500$ 5830 Materials POMWTP surge protectors Lump sum 1 7,500$ 7,500$ 5830 Materials Fuses for electrical gear Lump sum 1 1,500$ 1,500$ 5830 Materials UPS battery replacements for LCWTP and POMWTP systems Lump sum 1 35,000$ 35,000$ 5830 Materials Small UPS replacements Each 1 950$ 950$ 5830 Total 72,500$ 5840 Chemicals Turbidimeter formicin Each 5 70$ 350$ 5840 Chemicals Chlorine analyzer buffer & analyzer solutions Lump sum 1 12,500$ 12,500$ 5840 Chemicals Chlorine calibration bottles for chlorine detectors Each 2 150$ 300$ 5840 Chemicals pH # 4, 7, and 10 calibration buffers Lump sum 1 400$ 400$ 5840 Chemicals Chemwipes Each 1 250$ 250$ 5840 Chemicals Terminal Reservoir--hardness monitor reagent Lump sum 1 1,250$ 1,250$ 5840 Chemicals Confined space monitor calibration gas Lump sum 1 400$ 400$ 5840 Total 15,450$ 5911 Laundry Uniforms Lump sum 1 1,200$ 1,200$ 5911 Total 1,200$ 5913 Safety Nitrile gloves Lump sum 1 325$ 325$ 5913 Safety Arcflash electrical safety clothing and protective equipment Lump sum 1 800$ 800$ 5913 Safety Personal protective equipment (includes safety shoes)Lump sum 1 2,200$ 2,200$ 5913 Total 3,325$ 19 of 41 20210408 Budget workbook FY 2022--draft budget.xlsxBudget024 02/08/21 Account Description Actual FY 2018 Actual FY 2019 Actual FY 2020 3-Year Average (FY 2018-2020) Budget FY 2021 Actual 12/31/2020 % of Total Spent YTD FY 2021 % of Total Spent YTD 3-year average Projected Spend FY 2021 Projected Spend to Budget over/(under) for FY 2021 Budget FY 2022 % Change from FY 2021 Budget 5110 Salary & Wage Exp.390,672 398,850 408,267 399,263 448,179 195,245 43.56% 46.99% 432,804 (15,375) 452,605 0.99% 5120 Overtime Premium 1,200 1,650 1,347 1,399 1,482 881 59.46% 44.14%1,709 227 1,482 0.00% 5210 Payroll Taxes 28,847 30,326 30,387 29,853 34,349 14,854 43.24% 47.52% 32,879 (1,470) 34,729 1.10% Salaries and Wages 420,719 430,826 440,001 430,515 484,010 210,980 43.59%467,392 (16,618) 488,816 0.99% 5310 Retirement Plan 81,080 80,652 82,343 81,358 93,333 42,760 45.81% 49.46% 89,931 (3,402) 92,240 -1.17% 5320 Medical Insurance Premiums 98,116 96,125 80,835 91,692 112,062 37,533 33.49% 47.41% 96,465 (15,597) 94,952 -15.27% 5330 Tuition Aid Program - - - - - - N/A 0.00%- - - N/A 5350 Insurance Premiums 3,215 3,267 2,998 3,160 3,522 1,650 46.85% 48.56%3,462 (60) 3,285 -6.75% Employee Benefits 182,411 180,044 166,176 176,210 208,917 81,943 39.22%189,858 (19,059) 190,477 -8.83% 5340 Meetings & Seminars 1,108 1,499 1,030 1,212 1,450 1,112 76.72% 72.68%1,509 59 1,650 13.79% Employee Training 1,108 1,499 1,030 1,212 1,450 1,112 76.69%1,509 59 1,650 13.79% 5410 Business Travel 4,118 3,637 3,996 3,917 7,000 - 0.00% 100.00%- (7,000) 7,000 0.00% 5430 Vehicle O & M 136 126 - 87 113 - 0.00% 25.37%84 (29) 109 -3.45% Transportation 4,254 3,763 3,996 4,004 7,113 - 0.00%84 (7,029) 7,109 -0.06% 5510 Legal - - - - - - N/A 0.00%- - - N/A 5520 Accounting - - - - - - N/A 0.00%- - - N/A 5530 Contract Services 63,059 65,382 44,437 57,626 70,901 30,178 42.56% 42.62% 70,860 (41) 70,631 -0.38% 5540 Other - - - - - - N/A 0.00%- - - N/A Professional Services 63,059 65,382 44,437 57,626 70,901 30,178 42.56%70,860 (41) 70,631 -0.38% 5610 Telephone 1,080 1,080 1,080 1,080 1,080 540 50.00% 50.00%1,080 - 1,080 0.00% 5620 Electricity - - - - - - N/A 0.00%- - - N/A 5630 Natural Gas - - - - - - N/A 0.00%- - - N/A 5640 Radio Communications - - - - - - N/A 0.00%- - - N/A 5650 Water - - - - - - N/A 0.00%- - - N/A Utilities 1,080 1,080 1,080 1,080 1,080 540 50.00%1,080 - 1,080 0.00% 5710 Buildings & Grounds - - - - - - N/A 0.00%- - - N/A 5720 Machinery & Equipment 8,178 3,001 3,353 4,844 9,000 574 6.37% 24.16%7,399 (1,601) 8,000 -11.11% Repairs and Maintenance 8,178 3,001 3,353 4,844 9,000 574 6.38%7,399 (1,601) 8,000 -11.11% 5810 General Supplies 140 29 4,730 1,633 2,000 308 15.40% 74.47%819 (1,181) 2,000 0.00% 5820 Office Supplies - - - - - - N/A 0.00%- - - N/A 5830 Materials 29,988 38,375 33,434 33,932 38,000 17,735 46.67% 43.79% 39,096 1,096 38,000 0.00% 5840 Chemicals 50,836 57,643 66,019 58,166 56,000 28,054 50.10% 50.96% 55,515 (485) 56,000 0.00% 5850 Computer & Instr. Supplies - - - - - - N/A 0.00%- - - N/A Chemicals and Supplies 80,964 96,047 104,183 93,731 96,000 46,097 48.02%95,430 (570) 96,000 0.00% 5901 General Insurance - - - - - - N/A 0.00%- - - N/A 5902 Administrative Fees - - - - - - N/A 0.00%- - - N/A 5903 Water Stock Assessment - - - - - - N/A 0.00%- - - N/A 5904 Rent Exp.- - - - - - N/A 0.00%- - - N/A 5905 Miscellaneous - - - - - - N/A 0.00%- - - N/A 5906 Postage & Freight Exp.- - - - - - N/A 0.00%- - - N/A 5907 Contributions & Events - - - - - - N/A 0.00%- - - N/A 5909 Depreciation Expense - - - - - - N/A 0.00%- - - N/A 5910 Interest Expense - - - - - - N/A 0.00%- - - N/A 5911 Laundry 835 1,096 853 928 1,300 221 17.03% 92.42%320 (980) 1,300 0.00% 5913 Safety 1,157 370 742 756 1,750 150 8.56% 37.22%1,249 (501) 1,750 0.00% 5914 Subscriptions & Publications 241 - - 80 300 - 0.00% 100.00%- (300) 200 -33.33% 5915 Outside Printing - - - - - - N/A 0.00%- - - N/A 5916 Dues & Memberships 191 - - 64 195 - 0.00% 100.00%- (195) 195 0.00% 5917 Amortization Exp.- - - - - - N/A 0.00%- - - N/A Other Expenses 2,424 1,466 1,595 1,828 3,545 371 10.47%1,569 (1,976) 3,445 -2.82% Total Expenses 764,197 783,108 765,851 771,050 882,016 371,795 42.15%835,181 (46,835) 867,208 -1.68% Excluding personnel costs 189,090 187,915 -0.62% Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 LAB (50) Last Update: 20 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget025 Cost Center Name: Lab (50) Last Update: 02/08/21 Account Number Account Name Description Units Quantity Unit Price Extended Amount 5110 Salary and Wage Expense Salary and wages (6 FTEs)Pay Period 26 17,408$ 452,605$ 5110 Total 452,605$ 5120 Overtime Premium Overtime premium Pay Period 26 57$ 1,482$ 5120 Total 1,482$ 5210 Payroll Taxes Employer Portion of Payroll Taxes Pay Period 26 1,336$ 34,729$ 5210 Total 34,729$ 5310 Retirement Plan URS (Utah Retirement Systems) Contribution and Employer Match Pay Period 26 3,548$ 92,240$ 5310 Total 92,240$ 5320 Medical Insurance Premiums Insurance premiums (Medical, Dental, Vision, and H.S.A. Contribution)Monthly 12 7,913$ 94,952$ 5320 Total 94,952$ 5350 Insurance Premiums AD&D, Basic Life, Long Term Disability, etc.Monthly 12 274$ 3,285$ 5350 Total 3,285$ 5340 Meetings & Seminars Local seminars Lump sum 1 200$ 200$ 5340 Meetings & Seminars Operator Certification Renewals Each 6 150$ 900$ 5340 Meetings & Seminars Laboratory Certification Training Seminar Each 1 100$ 100$ 5340 Meetings & Seminars Refreshments for Lab meetings Lump sum 1 450$ 450$ 5340 Total 1,650$ 5410 Business Travel AWWA WQTC Each 1 2,500$ 2,500$ 5410 Business Travel AWWA Intermountain Section Each 1 1,500$ 1,500$ 5410 Business Travel Laboratory instrument specific training Each 1 3,000$ 3,000$ 5410 Total 7,000$ 5430 Vehicle O&M Mileage Reimbursement Miles 195 0.56$ 109$ 5430 Total 109$ 5530 Contract Services Laboratory Information Management System programming Lump sum 1 8,000$ 8,000$ 5530 Contract Services Gas Chromatograph Service Contract (THMs only)Lump sum 1 4,292$ 4,292$ 5530 Contract Services Inductively Coupled/Mass Spectrometer Service Contract Lump sum 1 14,490$ 14,490$ 5530 Contract Services Total Organic Carbon Instrument Preventive Maintenance Lump sum 1 2,000$ 2,000$ 5530 Contract Services Gas Chromatograph Service Contract (HAAs only)Lump sum 1 2,881$ 2,881$ 5530 Contract Services Hazardous waste chemical disposal Lump sum 1 2,000$ 2,000$ 5530 Contract Services Data loggers calibrations Lump sum 1 435$ 435$ 5530 Contract Services Turbidimeters calibrations Lump sum 1 921$ 921$ 5530 Contract Services Weights calibrations Lump sum 1 1,409$ 1,409$ 5530 Contract Services Thermometer calibration Lump sum 1 1,400$ 1,400$ 5530 Contract Services Laboratory certification Lump sum 1 3,308$ 3,308$ 5530 Contract Services Giarda & Crypto monitoring Lump sum 1 16,695$ 16,695$ 5530 Contract Services Laboratory audits Lump sum 1 4,000$ 4,000$ 5530 Contract Services Compliance testing (asbestos, radionuclides, inorganic and metals)Lump sum 1 1,800$ 1,800$ 5530 Contract Services Miscellaneous testing Lump sum 1 1,000$ 1,000$ 5530 Contract Services Geosmin/MIB monitoring Lump sum 1 1,000$ 1,000$ 5530 Contract Services Lab consulting services Lump sum 1 5,000$ 5,000$ 5530 Total 70,631$ 5610 Telephone Mobile Phone Allowances (2)Monthly 12 90$ 1,080$ 5610 Total 1,080$ 5720 Machinery & Equipment Lab equipment repair & replacement Lump sum 1 3,000$ 3,000$ 5720 Machinery & Equipment Pilot Plant equipment repair & replacement Lump sum 1 3,000$ 3,000$ 5720 Machinery & Equipment Spare parts, equipment & instruments Lump sum 1 2,000$ 2,000$ 5720 Total 8,000$ 5810 General Supplies Partitions & miscellaneous items Lump sum 1 2,000$ 2,000$ 5810 Total 2,000$ 5830 Materials Laboratory materials Lump sum 1 38,000$ 38,000$ 5830 Total 38,000$ 5840 Chemicals Laboratory chemicals Lump sum 1 56,000$ 56,000$ 5840 Total 56,000$ 5911 Laundry Uniforms Lump sum 1 1,300$ 1,300$ 5911 Total 1,300$ 5913 Safety Lab safety equipment Lump sum 1 600$ 600$ 5913 Safety Safety shoes Each 6 125$ 750$ 5913 Safety Safety prescription glasses Each 2 200$ 400$ 5913 Total 1,750$ 5914 Subscriptions & Publications Laboratory reference materials Lump sum 1 200$ 200$ 5914 Total 200$ 5916 Dues & Membership American Chemical Society Lump sum 1 195$ 195$ 5916 Total 195$ Fiscal Year 2022 General Expenditures Worksheet 21 of 41 20210408 Budget workbook FY 2022--draft budget.xlsx Budget026 METROPOLITAN WATER DISTRICT OF SALT LAKE & SANDY FY 2022 Provo River Water Users Association Budget Request Last Updated:2/1/2021 Account No.:1852-10 Description: Budget: Units Quantity Unit Price Extended Amount shares 61,900 2.05$ 126,895$ Deer Creek Division construction repayment shares 61,900 1.65$ 102,135$ lump sum 1 1,441,507.27$ 1,441,507$ shares 61,900 20.89$ 1,293,158$ shares 61,900 9.80$ 606,620$ Provo River Aqueduct O&M by PRWUA acre feet 26,071 11.07$ 288,606$ Deer Creek Intake Station O&M by PRWUA lump sum 1 164,426.48$ 164,426$ 4,023,348$ shares 61,900 34.39$ 2,128,808$ PRWUA total per share assessments--FY 2021 shares 61,900 28.61$ 1,770,959$ Percent increase 20.21% PRWUA total overall costs--FY 2022 shares 61,900 65.00$ 4,023,348$ PRWUA total overall costs--FY 2021 shares 61,900 59.00$ 3,652,259$ Percent increase 10.16% PRWUA total per share assessments--FY 2022 Total PRWUA O&M assessment This budget item reflects all costs paid to Provo River Water Users Association. Description Safety of Dams repayment Provo River Aqueduct (2020A Bonds) Repayment PRWUA capital assessment Budget027 Metropolitan Water District of Salt Lake & Sandy FY2022 Capital Budget Last Updated: March 25, 2021 ROUTINE NON-CAPACITY IMPROVEMENT PROJECTS LCWTP Standby Generator Replacement 1,250,000$ SCS Hardware and Software Replacement 25,000$ Fleet Replacement Program 130,000$ Little Dell Dam Improvements 700,000$ Repair and Replace 606,500$ Subtotal 2,711,500$ CAPACITY IMPROVEMENT PROJECTS None -$ OTHER CAPITAL IMPROVEMENT PROJECTS Jordan Aqueduct System and 150th South Pipeline 2,203,759$ Central Utah Project (CUP) Capital 2,971,200$ CUP Utah Lake System New Supply Assessment (SLC) 844,223$ Subtotal 6,019,182$ TOTAL 8,730,682$ Budget028 Metropolitan Water District of Salt Lake & Sandy FY2022 Capital Budget Last Updated:1/20/2021 Account No.:1845-10 Department:I&E Location:LCWTP Contact Name:Scot Collier Request Type:Non-Capacity Improvement Project Title:LCWTP Standby Generator Replacement Description:Replace the LCWTP standby generator Justification: Budget: Quantity Unit Price Extended Amount 1 1,250,000$ 1,250,000$ 1,250,000$ The LCWTP's standby generator provides backup power to the LCWTP and is 23 years old. The generator has recently shown signs of failure, is undersized for summer production (with ozone), and lacks redundancy. The fuel system polisher controls are nearly 30 years old and must be reset regularly because the system is not Y2K compliant. Replacement will include three twin 500 kW generator sets to provide redundancy. The proposed setup will run from the existing electrical and fuel tank infrastructure with minimal modifications. Description Construction Total Budget029 Metropolitan Water District of Salt Lake & Sandy FY2022 Capital Budget Last Updated:1/20/2021 Account No.:1845F-10 Department:IT Location:District-wide Contact Name:Darin Klemin Request Type:Non-Capacity Improvement Project Title:SCS Hardware and Software Replacement Description:Replace and update security control system hardware at LCWTP and POMWTP. Justification: Budget: Quantity Unit Price Extended Amount 1 25,000$ 25,000$ 25,000$ Fiscal Year Summary (multi-year project): Spent (Prior to FY2021) Current Budget (FY2021) Proposed Budget (FY2022) Remaining (FY 2023)Total Project -$ -$ 25,000$ 900,000$ 925,000$ The security control systems (SCS) at LCWTP was installed between 1998 and 2000 and at POMWTP between 2006 and 2008. The system is used to support operations and to ensure security of District facilities and staff. Many of the components at LCWTP are beyond their design life and are no longer supported. Spare parts are difficult to obtain. The past 20 years have also provided many advancements in security equipment. Staff plans to work with a consultant to fully scope for replacement in FY2023. Description Design Total Budget030 Metropolitan Water District of Salt Lake & Sandy FY2022 Capital Budget Last Updated:1/20/2021 Account No.:1848-10 Department:E&M Location:LCWTP Site Contact Name:Wayne Winsor Request Type:Non-Capacity Improvement Project Title:Fleet Replacement Program Description:Replace a utility truck, an I&E SUV, and Operations SUV. Justification: Budget: Quantity Unit Price Extended Amount 1 50,000$ 50,000$ 1 40,000$ 40,000$ 1 40,000$ 40,000$ 130,000$ Total Note vehicles are in the process of being renumbered in an effort to more fully track and understand fleet assets. Vehicle #50, a 2007 Chevy utility truck is expected to have nearly 100,000 miles at replacement and is seeing increased maintenance costs. Vehicle #56, a 2013 Dodge Durango, is expected to have over 140,000 miles at replacement. Staff plans to replace this SUV with a pickup. Vehicle #57, a 2013 Dodge Durango, is expected to have over 140,000 miles at replacement. Staff plans to replace this SUV with a pickup. Description Vehicle 3 (Utility Plow - replaces 50) Vehicle 26 (Pickup - replaces 57) Vehicle 32 (Pickup - replaces 56) Budget031 Metropolitan Water District of Salt Lake & Sandy FY2022 Capital Budget Last Updated:1/20/2021 Account No.:1840-10 Department:E&M Location:Little Dell Dam Contact Name:Wayne Winsor Request Type:Salt Lake City Public Utilities Title:Little Dell Dam Improvements Description:Improvements as identified by Salt Lake City Department of Public Utilities. Justification: Budget: Quantity Unit Price Extended Amount 1 150,000$ 150,000$ 1 40,000$ 40,000$ 1 150,000$ 150,000$ 1 100,000$ 100,000$ 1 100,000$ 100,000$ 1 100,000$ 100,000$ 1 20,000$ 20,000$ 1 40,000$ 40,000$ 700,000$ Total Mower Lighting Upgrade Instrument House Access Improvement Instrumentation Telemetry Upgrade Bulkhead Gate Evaluation and Repair Penstock and Diversion Winterization ADIT Pipe Coating Repairs Based upon current request from Salt Lake City Public Utilities. Description New Security Gate Budget032 Metropolitan Water District of Salt Lake & Sandy FY2022 Capital Budget Last Updated:2/25/2021 Account No.:Multiple Department:Engineering Location:Various Contact Name:Wayne Winsor Request Type:Non-Capacity Improvement Project Title:Repair and Replace Description:Routine repair and replace non-capacity capital investments. Justification: Budget: Account No. Extended Amount 1803-10 25,000$ 1807-10 50,000$ 1803-10 85,000$ 1845D-10 30,000$ 1845-10 22,000$ 1845-10 30,000$ 1849-10 84,000$ 1847-10 105,000$ 1818-10 60,000$ 1813-10 5,500$ 1845-10 35,000$ 1813-10 75,000$ 606,500$ Annual Network Server Replacement Partical Counter - POMWTP LCWTP Actuator Replacement Other Miscellaneous Repairs and Replacements Total CCTV Hardware Replacement LCWTP Alum Bay Recirculation Pump Replacement LCWTP Scrubber Building Remediation Flow Meter Replacement Program Lab Equipment Replacement / Zeta Meter Water decanted from the POMWTP solids storage basin is returned to the Point of the Mountain Raw Water Reservoir. The location of the return may cause a higher percentage of recycled water to enter the POMWTP than permitted. This project will relocate the return line to allow mixing through the reservoir before entering the POMWTP. FY22 is design with construction anticipated in FY23. The soft start on Pump 3 at the Point of the Mountain Finished Water Pump Station failed in FY21. These soft starts and VFDs are at the end of their life and are anticipated to be replaced over the next five years. The in-road access lids installed on the POMA are subject to extreme conditions in the road. Many of these lids have already been replaced due to broken hinges and concrete. Phase II will replace three such lids. The District's closed circuit television (CCTV) security system is 20 years old at LCWTP and 14 years old at POMWTP. The equipment has exceeded its expected life and is no longer supported by the manufacturer. This is the second of a ten-year replacement plan. A chemical storage/feed bay was intended for alum but has since been used as needed for other chemicals and backup. Much of the equipment in this bay has been appropriated to repair other locations. Staff desires to bring this bay current and operable for redundancy. A new dry scrubber was installed at LCWTP in February 2020. The old wet scrubber and scrubber building now require remediation. FY22 includes monies for design drawings with the intent to remove the old equipment and repurpose the building in FY23 or thereafter. The District's Accusonic 7500 ultrasonic flow meters are no longer supported by the manufacturer and are exhibiting failing power supplies and boards. This is the final of a 4-year replacement program to bring these meters current. The lab department requires replacement of the Gas Chromatograph / Mass Spectrometer (GC/MS) Auto Sampler and its associated Purge and Trap. Our Operations lab desires to procure a Zeta Potential Meter which will allow fine tuning of chemical dosing to be more efficient and catch possible issues earlier. The District operates servers on multiple networks. These servers have a life expectancy of seven years. New servers host the most critical services for the first three to five years of the lifecycle and then are moved to a less critical role for the remainder of the life cycle. The particle counters at POMWTP are reaching the end of life; one of which has failed. Plan is to procure a replacement for FY22. Many of the actuators at the LCWTP are either original Bifi type actuator or updated actuators that have reached the end of their service life and are unservicable. The replacmeent program looks to replace several per year, as needed. Description POMA Access Lids Replacement Phase II POMRWR SSB Return Line Relocation POMFWP RVSS Replacement Budget033 Metropolitan Water District of Salt Lake & Sandy FY2022 Capital Budget Last Updated:4/7/2021 Account No.:1599-10 Department:Engineering Location:Other Contact Name:Wayne Winsor Request Type:JA Management Title:Jordan Aqueduct System and 150th South Pipeline Description:Projects for FY 2021 are listed below. Justification: Budget: Quantity Unit Price Extended Amount 1 1,291,086$ 1,291,086$ 1 283,355$ 283,355$ 1 76,643$ 76,643$ 1 257,600$ 257,600$ 1 110,000$ 110,000$ 1 31,429$ 31,429$ 1 43,246$ 43,246$ 1 40,400$ 40,400$ 1 20,000$ 20,000$ 1 50,000$ 50,000$ 2,203,759$ Total MWDSLS is responsible to pay 2/7ths of JA system improvements which include Jordan Aqueduct Reaches 1 - 4, Jordan Valley Water Treatment Plant (JVWTP), and the JA Terminal Reservoir. MWDSLS is responsible for 50% of improvements associated with the 150th South Pipeline. The MWDSLS portion is shown below. Description JVWCD project management expenses JVWTP Sed Basins Mechanical Equipment JVWTP security upgrades JVWTP Washwater/Solids Handling JVWTP normal maintenance and replacemen JVWTP 1 MG Culinary Reservoir Repairs JA normal maintenance and replacement JVWTP Floc/Sed 1&2 Seismic upgrade JVWTP pH Control Chemical Feed Facility 15000 South Pump Station - Study Budget034 Metropolitan Water District of Salt Lake & Sandy FY2022 Capital Budget Last Updated:1/20/2021 Account No.:1853-10 Department:Administrative Location:Other Contact Name:Mike DeVries Request Type:CUP Title:Central Utah Project (CUP) Capital Description: Justification: Budget: Quantity (ac-ft) Unit Price Extended Amount 20000 148.560$ 2,971,200$ 2,971,200$ CUP allotment payment Total Capital improvements. This budget item reflects costs paid to Central Utah Water Conservancy District for the construction of Jordanelle Dam and other related improvements for the Bonneville Unit Municipal and Industrial system. Description Budget035 Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 Revenue Projections Last Update: March 25, 2021 Fiscal Year 2021 Adopted Budget Actuals as of 12/31/2020 Estimated Actuals 6/30/2021 Fiscal Year 2022 Proposed Budget Operating Revenues Water Sales Salt Lake City $15,668,662 $7,834,331 $15,668,662 $16,138,722 Sandy City $6,093,368 $3,046,684 $6,093,368 $6,276,169 Jordanelle Special Service District (JSSD) $203,000 $103,000 $203,000 $204,442 Raw water sales plus conveyance to non-member entities $323,966 $547,359 $620,974 $318,786 Treatment charges and conveyance fees for non-member entities $626,943 $249,258 $370,192 $603,056 Total Operating Revenues $22,915,939 $11,780,631 $22,956,197 $23,541,175 Other Revenues Tax Revenues Salt Lake City $8,044,138 $7,099,557 $8,183,360 $7,990,122 Sandy City $2,663,394 $2,475,243 $2,686,626 $2,604,641 Fees in Lieu of Taxes $496,732 $206,351 $453,264 $470,053 Prior Years' Tax Revenue $196,469 $86,723 $209,701 $186,908 Subtotal Tax Revenues $11,400,733 $9,867,873 $11,532,951 $11,251,724 Capital Assessments Salt Lake City $7,021,892 $3,510,946 $7,021,892 $7,021,892 Sandy City $4,210,322 $2,105,161 $4,210,322 $4,210,322 Sandy City Ontario Drain Tunnel Assessment (before credit)$1,024,874 $512,437 $1,024,874 $1,024,028 Less: JSSD Revenue (see above)$203,000 $103,000 $203,000 $204,442 Net Sandy City Ontario Drain Tunnel Assessment $821,874 $409,437 $821,874 $819,586 Salt Lake City Central Utah Project Utah Lake System Assessment $844,223 $0 $844,223 $844,223 Subtotal Assessment Revenues $12,898,311 $6,025,544 $12,898,311 $12,896,023 Interest $904,835 $216,459 $432,918.82 $974,175 Miscellaneous Revenue $83,789 $31,963 $88,752 $84,700 Subtotal $988,624 $248,422 $521,671 $1,058,875 Total Other Revenues $25,287,668 $16,141,840 $24,952,933 $25,206,622 Total Revenue $48,203,607 $27,922,471 $47,909,129 $48,747,797 31 of 41 20210408 Budget workbook FY 2022--draft budget.xlsxBudget036 Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 Reserve Funds Last Update: March 10, 2021 Description Category type Approved FY 2021 Proposed FY 2022 Required Operations and Maintenance Reserve Restricted $4,435,938 $4,659,163 Required Capital Projects Reserve Restricted $650,000 $650,000 Jordan Aqueduct Reserve Restricted $43,416 $43,755 JVWTP O&M Reserve Restricted $20,000 $20,000 150th South Pipeline Agreement Restricted $35,617 $35,895 Capital Projects Reserve Assigned $4,640,057 $4,359,626 Self-Insurance/Contingency Reserve Assigned $2,000,000 $2,000,000 Interest Rate Stabilization Reserve Assigned $3,284,866 $3,284,866 Aquifer Storage and Recovery (ASR) Reserve Assigned $2,387,253 $3,014,791 Unassigned Reserves Unassigned $32,084,093 $32,393,326 Totals $49,581,240 $50,461,421 Metropolitan Water District of Salt Lake & Sandy Fiscal Year 2022 Debt Service Coverage on Outstanding Bonds Last Update: February 1, 2021 Budgeted O&M Expenses $35,946,879 Less: Interest expense, depreciation, and amortization $14,957,419 Adjusted O&M Expense $20,989,460 Budgeted Revenues $48,747,797 Less: adjusted O&M Expense $20,989,460 Funds Available for Debt Service Payments $27,758,337 Debt Service Payments $16,090,865 Coverage (funds available/debt service payments) 1.73 Minimum coverage required 1.15 32 of 41 20210408 Budget workbook FY 2022--draft budget.xlsxBudget037 Metropolitan Water District of Salt Lake & Sandy Fee Schedule Fiscal Year 2022 Last update: February 1, 2021 Description FY 2021 Approved FY 2022 Proposed Water charges to Member Cities Total treated water sales/conveyance revenue from member cities $21,762,030 $22,414,891 To Salt Lake City (72% of total water sales based on period of record; amount not to exceed 56,160 af) $15,668,662 $16,138,722 To Sandy City (28% of total water sales based on period of record; amount not to exceed 21,840 af) $6,093,368 $6,276,169 To be billed monthly To Salt Lake City $1,305,722 $1,344,893 To Sandy City $507,781 $523,014 Water rates to non-member entities Conveyance fee (per acre foot)$24 $25 Untreated water (based on availability as determined by GM; per acre foot) $119 $123 Treatment charge (per acre foot)$339 $349 Pumping surcharge if Salt Lake Aqueduct is at capacity (applicable as determined by GM; per acre foot) $72 $72 Pumping surcharge at DACRWTP (applicable as determined by GM; per acre foot) $15 $15 Licensing of Rights-of-Way Temporary Use Agreement (MWDSLS fee title property only; per week) $50 $50 New license agreement residential (approved existing improvements) $0 $0 New license agreement residential (no existing improvements) $0*$0* New license agreement (subdivisions, utilities, commercial developments, governmental entities) $1,500* $1,500 * Renewal license agreement residential (approved existing improvements without changes) $0* $0 * Renewal license agreement (subdivisions, utilities, commercial developments, governmental entities) $500* $500 * Right of use fee (fee title lands only) as determined by the GM Varies Varies Fees related to licensing of member city utilities are waived. * Minimum fee, additional direct costs (professional review costs) may apply as determined by GM GRAMA Request Copy Reproduction Fee (per copy; standard size; non-color)$0.25 $0.25 Research Fee (hourly--time will be charged at the hourly rate of the lowest paid employee performing the request) Varies Varies Other GRAMA fees as determined by the GM Varies Varies Fees may be waived or changed only at the discretion of the Board of Trustees. Fees identified as variable shall be reported to the Board of Trustees. 33 of 41 20210408 Budget workbook FY 2022--draft budget.xlsxBudget038 Metropolitan Water District of Salt Lake & Sandy Projected Cash Flow Last Update: March 25, 2021 1234567891011121314 Fiscal Year Ending June 30 District Regular Operating Expenses CUP M&I System OM&R Cost ($/AF) CUP M&I System OM&R Reserve Cost ($/AF) CUP M&I System Water O&M Cost Total CUP M&I System Water Costs (including capital expenses) CUP M&I System Water Volume (AF) CUP M&I System Water Unit Cost ($/AF) CUP ULS OM&R Cost ($/AF) CUP ULS OM&R Reserve Cost ($/AF) CUP ULS Water O&M Cost Total CUP ULS Water Costs (including capital expenses) CUP ULS Water Petition Repayment Volume (AF) CUP ULS Water Unit Cost ($/AF) Total Operating Expenses Escalation factor (inflation, growth, interest) 3.00% 6.27% 11.69%6.27% 11.69% 2021 16,588,752$ 15.15$ 34.85$ 1,000,000$ 3,971,200$ 20,000 198.56$ 15.15$ 34.85$ 155,000$ 999,223$ 3,100 322.33$ 17,743,752$ 2022 17,366,150$ 12.94$ 42.06$ 1,100,000$ 4,071,200$ 20,000 203.56$ 12.94$ 42.06$ 170,500$ 1,014,723$ 3,100 327.33$ 18,636,650$ 2023 17,887,135$ 13.45$ 46.55$ 1,200,000$ 4,171,200$ 20,000 208.56$ 13.45$ 46.55$ 186,000$ 1,030,223$ 3,100 332.33$ 19,273,135$ 2024 18,423,749$ 13.99$ 51.01$ 1,300,000$ 4,271,200$ 20,000 213.56$ 13.99$ 51.01$ 201,500$ 1,045,723$ 3,100 337.33$ 19,925,249$ 2025 18,976,461$ 14.55$ 55.45$ 1,400,000$ 4,371,200$ 20,000 218.56$ 14.55$ 55.45$ 217,000$ 1,061,223$ 3,100 342.33$ 20,593,461$ 2026 19,545,755$ 15.13$ 59.87$ 1,500,000$ 4,471,200$ 20,000 223.56$ 15.13$ 59.87$ 232,500$ 1,076,723$ 3,100 347.33$ 21,278,255$ 2027 20,132,128$ 16.08$ 66.87$ 1,659,000$ 4,630,200$ 20,000 231.51$ 16.08$ 66.87$ 257,145$ 1,101,368$ 3,100 355.28$ 22,048,273$ 2028 20,736,092$ 17.09$ 74.69$ 1,835,600$ 4,806,800$ 20,000 240.34$ 17.09$ 74.69$ 284,518$ 1,128,741$ 3,100 364.11$ 22,856,210$ 2029 21,358,175$ 18.16$ 83.42$ 2,031,600$ 5,002,800$ 20,000 250.14$ 18.16$ 83.42$ 314,898$ 1,159,121$ 3,100 373.91$ 23,704,673$ 2030 21,998,920$ 19.30$ 93.17$ 2,249,400$ 5,220,600$ 20,000 261.03$ 19.30$ 93.17$ 348,657$ 1,192,880$ 3,100 384.80$ 24,596,977$ 2031 22,658,888$ 20.51$ 104.06$ 2,491,400$ 5,462,600$ 20,000 273.13$ 20.51$ 104.06$ 697,592$ 2,295,040$ 5,600 409.83$ 25,847,880$ 2032 23,338,655$ 21.80$ 116.22$ 2,760,400$ 5,731,600$ 20,000 286.58$ 21.80$ 116.22$ 772,912$ 2,370,360$ 5,600 423.28$ 26,871,967$ 2033 24,038,815$ 23.17$ 129.81$ 3,059,600$ 6,030,800$ 20,000 301.54$ 23.17$ 129.81$ 856,688$ 2,454,136$ 5,600 438.24$ 27,955,103$ 2034 24,759,979$ 24.62$ 144.98$ 3,392,000$ 6,363,200$ 20,000 318.16$ 24.62$ 144.98$ 949,760$ 2,547,208$ 5,600 454.86$ 29,101,739$ 2035 25,502,778$ 26.16$ 161.93$ 3,761,800$ 6,733,000$ 20,000 336.65$ 26.16$ 161.93$ 1,053,304$ 2,650,752$ 5,600 473.35$ 30,317,882$ 2036 26,267,861$ 27.80$ 180.86$ 4,173,200$ 7,144,400$ 20,000 357.22$ 27.80$ 180.86$ 1,168,496$ 2,765,944$ 5,600 493.92$ 31,609,557$ 2037 27,055,897$ 29.54$ 202.00$ 4,630,800$ 7,602,000$ 20,000 380.10$ 29.54$ 202.00$ 1,296,624$ 2,894,072$ 5,600 516.80$ 32,983,321$ 2038 27,867,574$ 31.39$ 225.61$ 5,140,000$ 8,111,200$ 20,000 405.56$ 31.39$ 225.61$ 1,439,200$ 3,036,648$ 5,600 542.26$ 34,446,774$ 2039 28,703,601$ 33.36$ 251.98$ 5,706,800$ 8,678,000$ 20,000 433.90$ 33.36$ 251.98$ 1,597,904$ 3,195,352$ 5,600 570.60$ 36,008,305$ 2040 29,564,709$ 35.45$ 281.44$ 6,337,800$ 9,309,000$ 20,000 465.45$ 35.45$ 281.44$ 1,774,584$ 3,372,032$ 5,600 602.15$ 37,677,093$ 2041 30,451,650$ 37.67$ 314.34$ 7,040,200$ 10,011,400$ 20,000 500.57$ 37.67$ 314.34$ 1,971,256$ 3,568,704$ 5,600 637.27$ 39,463,106$ 2042 31,365,200$ 40.03$ 351.09$ 7,822,400$ 10,793,600$ 20,000 539.68$ 40.03$ 351.09$ 2,190,272$ 3,787,720$ 5,600 676.38$ 41,377,872$ 2043 32,306,156$ 42.54$ 392.13$ 8,693,400$ 11,664,600$ 20,000 583.23$ 42.54$ 392.13$ 2,434,152$ 4,031,600$ 5,600 719.93$ 43,433,708$ 2044 33,275,341$ 45.21$ 437.97$ 9,663,600$ 12,634,800$ 20,000 631.74$ 45.21$ 437.97$ 2,705,808$ 4,303,256$ 5,600 768.44$ 45,644,749$ 2045 34,273,601$ 48.04$ 489.17$ 10,744,200$ 13,121,160$ 20,000 656.06$ 48.04$ 489.17$ 3,008,376$ 4,605,824$ 5,600 822.47$ 48,026,177$ 2046 35,301,809$ 51.05$ 546.35$ 11,948,000$ 13,730,720$ 20,000 686.54$ 51.05$ 546.35$ 3,345,440$ 4,942,888$ 5,600 882.66$ 50,595,249$ 2047 36,360,863$ 54.25$ 610.22$ 13,289,400$ 14,477,880$ 20,000 723.89$ 54.25$ 610.22$ 3,721,032$ 5,318,480$ 5,600 949.73$ 53,371,295$ 2048 37,451,689$ 57.65$ 681.55$ 14,784,000$ 15,378,240$ 20,000 768.91$ 57.65$ 681.55$ 4,139,520$ 5,736,968$ 5,600 1,024.46$ 56,375,209$ 2049 38,575,240$ 61.26$ 761.22$ 16,449,600$ 16,449,600$ 20,000 822.48$ 61.26$ 761.22$ 4,605,888$ 6,203,336$ 5,600 1,107.74$ 59,630,728$ 2050 39,732,497$ 65.10$ 850.21$ 18,306,200$ 18,306,200$ 20,000 915.31$ 65.10$ 850.21$ 5,125,736$ 6,723,184$ 5,600 1,200.57$ 63,164,433$ 2051 40,924,472$ 69.18$ 949.60$ 20,375,600$ 20,375,600$ 20,000 1,018.78$ 69.18$ 949.60$ 5,705,168$ 7,302,616$ 5,600 1,304.04$ 67,005,240$ 2052 42,152,206$ 73.52$ 1,060.61$ 22,682,600$ 22,682,600$ 20,000 1,134.13$ 73.52$ 1,060.61$ 6,351,128$ 7,948,576$ 5,600 1,419.39$ 71,185,934$ 2053 43,416,772$ 78.13$ 1,184.60$ 25,254,600$ 25,254,600$ 20,000 1,262.73$ 78.13$ 1,184.60$ 7,071,288$ 8,668,736$ 5,600 1,547.99$ 75,742,660$ 2054 44,719,275$ 83.03$ 1,323.08$ 28,122,200$ 28,122,200$ 20,000 1,406.11$ 83.03$ 1,323.08$ 7,874,216$ 9,471,664$ 5,600 1,691.37$ 80,715,691$ 2055 46,060,853$ 88.24$ 1,477.75$ 31,319,800$ 31,319,800$ 20,000 1,565.99$ 88.24$ 1,477.75$ 8,769,544$ 10,366,992$ 5,600 1,851.25$ 86,150,197$ 2056 47,442,679$ 93.77$ 1,650.50$ 34,885,400$ 34,885,400$ 20,000 1,744.27$ 93.77$ 1,650.50$ 9,767,912$ 11,365,360$ 5,600 2,029.53$ 92,095,991$ 2057 48,865,959$ 99.65$ 1,843.44$ 38,861,800$ 38,861,800$ 20,000 1,943.09$ 99.65$ 1,843.44$ 10,881,304$ 12,478,752$ 5,600 2,228.35$ 98,609,063$ 2058 50,331,938$ 105.90$ 2,058.94$ 43,296,800$ 43,296,800$ 20,000 2,164.84$ 105.90$ 2,058.94$ 12,123,104$ 13,720,552$ 5,600 2,450.10$ 105,751,842$ 2059 51,841,896$ 112.54$ 2,299.63$ 48,243,400$ 48,243,400$ 20,000 2,412.17$ 112.54$ 2,299.63$ 13,508,152$ 15,105,600$ 5,600 2,697.43$ 113,593,448$ 2060 53,397,153$ 119.60$ 2,568.46$ 53,761,200$ 53,761,200$ 20,000 2,688.06$ 119.60$ 2,568.46$ 15,053,136$ 16,650,584$ 5,600 2,973.32$ 122,211,489$ 2061 54,999,068$ 127.10$ 2,868.71$ 59,916,200$ 59,916,200$ 20,000 2,995.81$ 127.10$ 2,868.71$ 16,776,536$ 18,373,984$ 5,600 3,281.07$ 131,691,804$ 2062 56,649,040$ 135.07$ 3,204.06$ 66,782,600$ 66,782,600$ 20,000 3,339.13$ 135.07$ 3,204.06$ 18,699,128$ 20,296,576$ 5,600 3,624.39$ 142,130,768$ 2063 58,348,511$ 143.54$ 3,578.61$ 74,443,000$ 74,443,000$ 20,000 3,722.15$ 143.54$ 3,578.61$ 20,844,040$ 22,441,488$ 5,600 4,007.41$ 153,635,551$ 2064 60,098,966$ 152.54$ 3,996.95$ 82,989,800$ 82,989,800$ 20,000 4,149.49$ 152.54$ 3,996.95$ 23,237,144$ 24,834,592$ 5,600 4,434.75$ 166,325,910$ 2065 61,901,935$ 162.10$ 4,464.19$ 92,525,800$ 92,525,800$ 20,000 4,626.29$ 162.10$ 4,464.19$ 25,907,224$ 27,504,672$ 5,600 4,911.55$ 180,334,959$ 2066 63,758,993$ 172.26$ 4,986.05$ 103,166,200$ 103,166,200$ 20,000 5,158.31$ 172.26$ 4,986.05$ 28,886,536$ 30,483,984$ 5,600 5,443.57$ 195,811,729$ 2067 65,671,763$ 183.06$ 5,568.92$ 115,039,600$ 115,039,600$ 20,000 5,751.98$ 183.06$ 5,568.92$ 32,211,088$ 33,808,536$ 5,600 6,037.24$ 212,922,451$ 2068 67,641,916$ 194.54$ 6,219.93$ 128,289,400$ 128,289,400$ 20,000 6,414.47$ 194.54$ 6,219.93$ 35,921,032$ 37,518,480$ 5,600 6,699.73$ 231,852,348$ 2069 69,671,173$ 206.74$ 6,947.04$ 143,075,600$ 143,075,600$ 20,000 7,153.78$ 206.74$ 6,947.04$ 40,061,168$ 41,658,616$ 5,600 7,439.04$ 252,807,941$ 2070 71,761,308$ 219.70$ 7,759.15$ 159,577,000$ 159,577,000$ 20,000 7,978.85$ 219.70$ 7,759.15$ 44,681,560$ 46,279,008$ 5,600 8,264.11$ 276,019,868$ 2071 73,914,147$ 233.48$ 8,666.19$ 177,993,400$ 177,993,400$ 20,000 8,899.67$ 233.48$ 8,666.19$ 49,838,152$ 49,838,152$ 5,600 8,899.67$ 301,745,699$ 2072 76,131,571$ 248.12$ 9,679.27$ 198,547,800$ 198,547,800$ 20,000 9,927.39$ 248.12$ 9,679.27$ 55,593,384$ 55,593,384$ 5,600 9,927.39$ 330,272,755$ Operations & Maintenance CUP Municipal & Industrial (M&I) System CUP Utah Lake System (ULS) Expenses 20210408 Budget workbook FY 2022--draft budget.xlsxBudget039 Fiscal Year Ending June 30 Escalation factor (inflation, growth, interest) 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 Metropolitan Water District of Salt Lake & Sandy Projected Cash Flow Last Update: March 25, 2021 15 16 17 18 19 20 21 22 23 24 25 Ontario Drain Tunnel Volume (AF) Ontario Drain Tunnel Cost ($/AF) Ontario Drain Tunnel Water Cost Synthetically Fixed $58.8 M (2011A) 2012A 2012B 2015A 2016A 2020A Total Debt Payments Debt Coverage Ratio 2,875 2,875 356.48$ 1,024,874$ 2,223,330$ 7,767,600$ 1,384,575$ 452,750$ 1,958,950$ 2,318,520$ 16,105,725$ 1.77 2,875 356.18$ 1,024,028$ 2,223,816$ 7,810,400$ 1,387,575$ 449,800$ 1,958,950$ 2,260,324$ 16,090,865$ 1.73 2,875 361.26$ 1,038,620$ 2,223,816$ -$ 787,325$ 449,000$ 1,958,950$ 10,195,464$ 15,614,555$ 1.73 2,875 358.19$ 1,029,806$ 2,224,302$ -$ 452,800$ 5,883,950$ 8,495,897$ 17,056,949$ 1.70 2,875 357.60$ 1,028,114$ 4,523,330$ -$ 451,000$ 9,787,700$ 4,457,795$ 19,219,825$ 1.53 2,875 357.67$ 1,028,304$ 4,536,830$ -$ 448,800$ 9,786,450$ 4,476,276$ 19,248,356$ 1.88 2,875 368.97$ 1,060,800$ 4,546,062$ -$ 451,200$ 9,965,200$ 4,484,668$ 19,447,130$ 1.73 2,875 373.33$ 1,073,320$ 4,551,938$ -$ 448,000$ 10,000,675$ 4,276,852$ 19,277,465$ 1.49 2,875 376.89$ 1,083,545$ 4,552,775$ -$ 449,400$ 10,012,925$ 4,246,382$ 19,261,482$ 1.42 2,875 379.64$ 1,091,477$ 9,031,066$ -$ 450,200$ 5,721,313$ 1,840,195$ 17,042,773$ 1.69 2,875 387.49$ 1,114,032$ 9,025,736$ -$ 450,400$ 5,802,550$ 1,824,157$ 17,102,843$ 1.80 2,875 9,025,455$ -$ 450,000$ 4,641,885$ 14,117,340$ 2.23 2,875 9,113,681$ -$ 449,000$ 4,642,725$ 14,205,406$ 2.36 2,875 9,097,995$ -$ 452,400$ 4,648,859$ 14,199,254$ 2.51 2,875 3,660,958$ -$ -$ 4,644,971$ 8,305,929$ 3.89 2,875 3,632,399$ -$ 4,646,027$ 8,278,426$ 3.57 2,875 -$ 4,641,242$ 4,641,242$ 7.05 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A 2,875 -$ N/A Ontario Drain Tunnel Debt Service Expenses 20210408 Budget workbook FY 2022--draft budget.xlsxBudget040 Fiscal Year Ending June 30 Escalation factor (inflation, growth, interest) 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 Metropolitan Water District of Salt Lake & Sandy Projected Cash Flow Last Update: March 25, 2021 26 27 28 29 30 31 32 33 34 35 36 37 Deer Creek Safety of Dams Repayment Provo River Project (Deer Creek Division) Construction Repayment Provo River Aqueduct (2020A Bonds) Repayment Provo River Aqueduct (BAF) Repayment PRWUA Assessment (O&M and capital) Provo River Aqueduct O&M by PRWUA Deer Creek Intake Station O&M by PRWUA Total PRWUA Costs Total MWDSLS PRWUA Shares PRWUA Water Supply Allocation (Percent) PRWUA Water Supply Volume Available to MWDSLS (AF) PRWUA Water Supply Unit Cost ($/AF) 3.93% 4.31% 4.10% 126,895$ 102,135$ 1,441,384$ 1,541,929$ 288,606$ 151,310$ 3,652,259$ 61,900 100%61,900 59.00$ 126,895$ 102,135$ 1,441,507$ 1,899,778$ 288,606$ 164,426$ 4,023,348$ 61,900 100%61,900 65.00$ 126,895$ 102,135$ 1,441,167$ 3,550,732$ 301,045$ 171,168$ 5,693,142$ 61,900 100%61,900 91.97$ 126,895$ 1,441,105$ 3,628,327$ 314,020$ 178,186$ 5,688,533$ 61,900 100%61,900 91.90$ 1,441,260$ 3,708,972$ 327,554$ 185,492$ 5,663,278$ 61,900 100%61,900 91.49$ 1,440,796$ 3,792,786$ 341,672$ 193,097$ 5,768,351$ 61,900 100%61,900 93.19$ 1,441,229$ 3,879,894$ 356,398$ 201,014$ 5,878,535$ 61,900 100%61,900 94.97$ 1,440,920$ 3,970,426$ 371,759$ 209,256$ 5,992,361$ 61,900 100%61,900 96.81$ 1,441,384$ 4,064,515$ 387,782$ 217,835$ 6,111,516$ 61,900 100%61,900 98.73$ 1,441,755$ 4,162,302$ 404,495$ 226,766$ 6,235,318$ 61,900 100%61,900 100.73$ 1,441,198$ 4,263,932$ 421,929$ 236,063$ 6,363,122$ 61,900 100%61,900 102.80$ 1,441,229$ 4,369,556$ 440,114$ 245,742$ 6,496,641$ 61,900 100%61,900 104.95$ 1,440,982$ 4,479,331$ 459,083$ 255,817$ 6,635,213$ 61,900 100%61,900 107.19$ 1,441,167$ 4,593,420$ 478,869$ 266,305$ 6,779,761$ 61,900 100%61,900 109.53$ 1,441,693$ 4,711,993$ 499,508$ 277,224$ 6,930,418$ 61,900 100%61,900 111.96$ 1,440,920$ 4,835,226$ 521,037$ 288,590$ 7,085,773$ 61,900 100%61,900 114.47$ 4,963,302$ 543,494$ 300,422$ 5,807,218$ 61,900 100%61,900 93.82$ 5,096,411$ 566,919$ 312,739$ 5,976,069$ 61,900 100%61,900 96.54$ 5,234,752$ 591,353$ 325,561$ 6,151,666$ 61,900 100%61,900 99.38$ 5,378,529$ 616,840$ 338,909$ 6,334,278$ 61,900 100%61,900 102.33$ 5,527,957$ 643,426$ 352,804$ 6,524,187$ 61,900 100%61,900 105.40$ 5,683,257$ 671,158$ 367,269$ 6,721,684$ 61,900 100%61,900 108.59$ 5,844,661$ 700,085$ 382,327$ 6,927,073$ 61,900 100%61,900 111.91$ 6,012,408$ 730,259$ 398,002$ 7,140,669$ 61,900 100%61,900 115.36$ 6,186,747$ 761,733$ 414,320$ 7,362,800$ 61,900 100%61,900 118.95$ 6,367,938$ 794,564$ 431,307$ 7,593,809$ 61,900 100%61,900 122.68$ 6,556,250$ 828,810$ 448,991$ 7,834,051$ 61,900 100%61,900 126.56$ 6,751,962$ 864,532$ 467,400$ 8,083,894$ 61,900 100%61,900 130.60$ 6,955,366$ 901,793$ 486,563$ 8,343,722$ 61,900 100%61,900 134.79$ 7,166,764$ 940,660$ 506,512$ 8,613,936$ 61,900 100%61,900 139.16$ 7,386,470$ 981,202$ 527,279$ 8,894,951$ 61,900 100%61,900 143.70$ 7,614,810$ 1,023,492$ 548,897$ 9,187,199$ 61,900 100%61,900 148.42$ 6,275,831$ 1,067,605$ 571,402$ 7,914,838$ 61,900 100%61,900 127.86$ 6,522,471$ 1,113,619$ 594,829$ 8,230,919$ 61,900 100%61,900 132.97$ 6,778,804$ 1,161,616$ 619,217$ 8,559,637$ 61,900 100%61,900 138.28$ 7,045,211$ 1,211,682$ 644,605$ 8,901,498$ 61,900 100%61,900 143.80$ 7,322,088$ 1,263,905$ 671,034$ 9,257,027$ 61,900 100%61,900 149.55$ 7,609,846$ 1,318,379$ 698,546$ 9,626,771$ 61,900 100%61,900 155.52$ 7,908,913$ 1,375,201$ 727,186$ 10,011,300$ 61,900 100%61,900 161.73$ 8,219,733$ 1,434,472$ 757,001$ 10,411,206$ 61,900 100%61,900 168.19$ 8,542,769$ 1,496,298$ 788,038$ 10,827,105$ 61,900 100%61,900 174.91$ 8,878,500$ 1,560,788$ 820,348$ 11,259,636$ 61,900 100%61,900 181.90$ 9,227,425$ 1,628,058$ 853,982$ 11,709,465$ 61,900 100%61,900 189.17$ 9,590,063$ 1,698,227$ 888,995$ 12,177,285$ 61,900 100%61,900 196.73$ 9,966,952$ 1,771,421$ 925,444$ 12,663,817$ 61,900 100%61,900 204.59$ 10,358,653$ 1,847,769$ 963,387$ 13,169,809$ 61,900 100%61,900 212.76$ 10,765,748$ 1,927,408$ 1,002,886$ 13,696,042$ 61,900 100%61,900 221.26$ 11,188,842$ 2,010,479$ 1,044,004$ 14,243,325$ 61,900 100%61,900 230.10$ 11,628,563$ 2,097,131$ 1,086,808$ 14,812,502$ 61,900 100%61,900 239.30$ 12,085,566$ 2,187,517$ 1,131,367$ 15,404,450$ 61,900 100%61,900 248.86$ 12,560,529$ 2,281,799$ 1,177,753$ 16,020,081$ 61,900 100%61,900 258.81$ 13,054,158$ 2,380,145$ 1,226,041$ 16,660,344$ 61,900 100%61,900 269.15$ Provo River Project (PRWUA) Expenses 20210408 Budget workbook FY 2022--draft budget.xlsxBudget041 Fiscal Year Ending June 30 Escalation factor (inflation, growth, interest) 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 Metropolitan Water District of Salt Lake & Sandy Projected Cash Flow Last Update: March 25, 2021 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 CUP M&I System Water Petition Repayment Volume (AF) CUP M&I System Petition Repayment Unit Cost ($/AF) CUP M&I System Petition Repayment Total Cost Salt Lake City CUP ULS Water Petition Repayment Volume (AF) Salt Lake City CUP ULS Petition Repayment Unit Cost ($/AF) Salt Lake City CUP ULS Petition Repayment Total Cost Sandy City CUP ULS Water Petition Repayment Volume (AF) Sandy City CUP ULS Petition Repayment Unit Cost ($/AF) Sandy City CUP ULS Petition Repayment Total Cost CUP ULS Petition Repayment Total Cost Non-Capacity Capital Expenditures Capital Expenditures for Jordan Aqueduct System New Capacity Capital Expenditures Total Capital Expenditures Total Expenses (i.e., Revenue Requirements) (Sum 14,24,33,51) 2.00% 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 2,539,100$ 1,716,315$ 75,000$ 8,145,838$ 45,647,574$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 2,711,500$ 2,203,759$ -$ 8,730,682$ 47,481,544$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 2,761,204$ 3,313,393$ 2,345,000$ 12,235,020$ 52,815,852$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 1,493,300$ 4,737,196$ 4,425,000$ 14,470,919$ 57,141,650$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 1,613,600$ 4,360,303$ 4,878,000$ 14,667,326$ 60,143,890$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 1,035,500$ 1,259,467$ 11,763,000$ 17,873,390$ 64,168,352$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 517,000$ 707,165$ 8,359,000$ 13,398,588$ 60,772,526$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 688,000$ 746,593$ 2,373,870$ 7,623,886$ 55,749,922$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 2,477,000$ 788,389$ -$ 7,080,812$ 56,158,483$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 844,223$ 1,396,500$ 832,693$ -$ 6,044,616$ 53,919,684$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 785,000$ 879,654$ -$ 6,233,302$ 55,547,148$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 235,000$ 1,982,861$ -$ 6,786,509$ 54,272,458$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 2,180,000$ 2,022,518$ -$ 8,771,166$ 57,566,888$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 5,415,000$ 2,062,969$ -$ 12,046,617$ 62,127,371$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 28,350,152$ 2,104,228$ -$ 35,023,028$ 80,577,257$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 29,405,000$ 2,146,313$ -$ 36,119,961$ 83,093,717$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 29,242,000$ 2,189,239$ -$ 35,999,887$ 79,431,668$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 29,225,000$ 2,233,024$ 5,000,000$ 41,026,672$ 81,449,515$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 29,225,000$ 2,277,684$ 6,074,000$ 42,145,332$ 84,305,303$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 19,431,277$ 2,323,238$ -$ 26,323,163$ 70,334,534$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 2,800,000$ 2,369,703$ -$ 9,738,351$ 55,725,644$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 6,220,000$ 2,417,097$ 8,311,875$ 21,517,620$ 69,617,176$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 32,985,000$ 2,465,439$ 8,311,875$ 48,330,962$ 98,691,743$ 20,000 148.56$ 2,971,200$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 25,885,000$ 2,514,747$ 8,311,875$ 41,280,270$ 94,065,688$ 16,000 148.56$ 2,376,960$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 25,885,000$ 2,565,042$ 8,311,875$ 40,736,325$ 96,125,302$ 12,000 148.56$ 1,782,720$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 1,286,080$ 2,616,343$ 9,991,000$ 17,273,591$ 75,462,649$ 8,000 148.56$ 1,188,480$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 2,475,521$ 2,668,670$ 15,617,339$ 23,547,458$ 84,752,804$ 4,000 148.56$ 594,240$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 27,267,407$ 2,722,044$ 39,909,995$ 72,091,134$ 136,550,237$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 3,091,758$ 2,776,484$ 39,909,995$ 47,375,685$ 115,350,135$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 6,900,769$ 2,832,014$ 54,909,995$ 66,240,226$ 138,018,595$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 21,660,686$ 2,888,654$ 35,140,000$ 61,286,788$ 137,186,979$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 21,910,686$ 2,946,427$ 31,740,000$ 58,194,561$ 138,567,694$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 25,445,223$ 3,005,356$ 6,265,322$ 36,313,348$ 119,970,846$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 30,491,272$ 3,065,463$ 6,265,322$ 41,419,505$ 130,366,115$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 30,309,028$ 3,126,772$ 7,500,000$ 42,533,248$ 137,243,082$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 28,619,028$ 3,189,308$ 7,500,000$ 40,905,784$ 141,903,273$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 37,519,028$ 3,253,094$ 9,079,877$ 51,449,446$ 159,315,536$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 29,782,756$ 3,318,156$ 9,079,877$ 43,778,236$ 159,156,849$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 2,950,366$ 3,384,519$ 9,000,000$ 16,932,333$ 140,537,081$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 17,690,927$ 3,452,209$ 9,091,657$ 31,832,241$ 164,454,936$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 18,690,927$ 3,521,254$ -$ 23,809,629$ 166,328,538$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 12,976,000$ 3,591,679$ -$ 18,165,127$ 171,555,531$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 13,358,000$ 3,663,512$ -$ 18,618,960$ 183,963,976$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 13,752,000$ 3,736,782$ -$ 19,086,230$ 197,589,425$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 14,158,000$ 3,811,518$ -$ 19,566,966$ 212,565,742$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 14,576,000$ 3,887,748$ -$ 20,061,196$ 229,042,734$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 15,006,000$ 3,965,503$ -$ 20,568,951$ 247,187,444$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 15,449,000$ 4,044,813$ -$ 21,091,261$ 267,186,934$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 15,905,000$ 4,125,710$ -$ 21,628,158$ 289,248,601$ - -$ -$ 3100 272.33$ 844,223$ 2,500 301.29$ 753,225$ 1,597,448$ 16,375,000$ 4,208,224$ -$ 22,180,672$ 313,604,990$ - -$ -$ 16,759,000$ 4,292,388$ -$ 21,051,388$ 338,817,168$ - -$ -$ 17,258,000$ 4,378,236$ -$ 21,636,236$ 368,569,335$ Central Utah Project (CUP) Expenses Capital Expenditures 20210408 Budget workbook FY 2022--draft budget.xlsxBudget042 Fiscal Year Ending June 30 Escalation factor (inflation, growth, interest) 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 Metropolitan Water District of Salt Lake & Sandy Projected Cash Flow Last Update: March 25, 2021 53 54 55 56 57 58 59 60 61 62 Salt Lake City Taxes Sandy City Taxes Total MWDSLS Taxes Total Water Sales to Member Cities (fixed rate) Proposed Water Rate Increase Water Sales to Salt Lake City (fixed rate) Estimated Water Sales to Salt Lake City (AF) Water Sales to Sandy City (fixed rate) Estimated Water Sales to Sandy City (AF) Total Water Sales Volume to Member Cities (AF) 0.00%0.00%72%28% 8,550,550$ 2,850,183$ 11,400,733$ 21,762,030$ 3.0%15,668,662$ 51,043 6,093,368$ 24262 75305 8,438,793$ 2,812,931$ 11,251,724$ 22,414,891$ 3.0%16,138,722$ 51,401 6,276,169$ 24146 75547 8,438,793$ 2,812,931$ 11,251,724$ 23,087,338$ 3.0%16,622,883$ 51,759 6,464,455$ 24030 75788 8,438,793$ 2,812,931$ 11,251,724$ 23,779,958$ 3.0%17,121,570$ 52,117 6,658,388$ 23914 76030 8,438,793$ 2,812,931$ 11,251,724$ 24,493,357$ 3.0%17,635,217$ 52,475 6,858,140$ 23798 76272 8,438,793$ 2,812,931$ 11,251,724$ 25,228,158$ 3.0%18,164,274$ 52,833 7,063,884$ 23682 76514 8,438,793$ 2,812,931$ 11,251,724$ 26,994,129$ 7.0%19,435,773$ 53,190 7,558,356$ 23566 76756 8,438,793$ 2,812,931$ 11,251,724$ 28,883,718$ 7.0%20,796,277$ 53,548 8,087,441$ 23449 76998 8,438,793$ 2,812,931$ 11,251,724$ 30,905,578$ 7.0%22,252,016$ 53,906 8,653,562$ 23333 77240 8,438,793$ 2,812,931$ 11,251,724$ 33,378,024$ 8.0%24,032,177$ 54,264 9,345,847$ 23217 77481 8,438,793$ 2,812,931$ 11,251,724$ 36,048,266$ 8.0%25,954,752$ 54,622 10,093,514$ 23101 77723 8,438,793$ 2,812,931$ 11,251,724$ 38,932,127$ 8.0%28,031,131$ 54,980 10,900,996$ 22985 77965 8,438,793$ 2,812,931$ 11,251,724$ 42,046,697$ 8.0%30,273,622$ 55,338 11,773,075$ 22869 78207 8,438,793$ 2,812,931$ 11,251,724$ 45,410,433$ 8.0%32,695,512$ 55,695 12,714,921$ 22753 78449 8,438,793$ 2,812,931$ 11,251,724$ 49,043,268$ 8.0%35,311,153$ 56,053 13,732,115$ 22637 78691 8,438,793$ 2,812,931$ 11,251,724$ 53,457,162$ 9.0%38,489,157$ 56,411 14,968,005$ 22521 78933 8,438,793$ 2,812,931$ 11,251,724$ 58,268,307$ 9.0%41,953,181$ 56,769 16,315,126$ 22405 79174 8,438,793$ 2,812,931$ 11,251,724$ 58,268,307$ 0.0%41,953,181$ 57,127 16,315,126$ 22289 79416 8,438,793$ 2,812,931$ 11,251,724$ 58,268,307$ 0.0%41,953,181$ 57,485 16,315,126$ 22173 79658 8,438,793$ 2,812,931$ 11,251,724$ 58,268,307$ 0.0%41,953,181$ 57,843 16,315,126$ 22057 79900 8,438,793$ 2,812,931$ 11,251,724$ 58,268,307$ 0.0%41,953,181$ 58,201 16,315,126$ 21941 80142 8,438,793$ 2,812,931$ 11,251,724$ 59,433,673$ 2.0%42,792,245$ 58,558 16,641,428$ 21825 80384 8,438,793$ 2,812,931$ 11,251,724$ 60,622,346$ 2.0%43,648,089$ 58,916 16,974,257$ 21709 80626 8,438,793$ 2,812,931$ 11,251,724$ 61,834,793$ 2.0%44,521,051$ 59,274 17,313,742$ 21593 80867 8,438,793$ 2,812,931$ 11,251,724$ 64,308,185$ 4.0%46,301,893$ 59,632 18,006,292$ 21477 81109 8,438,793$ 2,812,931$ 11,251,724$ 65,594,349$ 2.0%47,227,931$ 59,990 18,366,418$ 21361 81351 8,438,793$ 2,812,931$ 11,251,724$ 66,250,292$ 1.0%47,700,210$ 60,348 18,550,082$ 21245 81593 8,438,793$ 2,812,931$ 11,251,724$ 70,225,310$ 6.0%50,562,223$ 60,706 19,663,087$ 21129 81835 8,438,793$ 2,812,931$ 11,251,724$ 74,438,829$ 6.0%53,595,957$ 61,063 20,842,872$ 21013 82077 8,438,793$ 2,812,931$ 11,251,724$ 78,905,159$ 6.0%56,811,714$ 61,421 22,093,445$ 20897 82318 8,438,793$ 2,812,931$ 11,251,724$ 85,217,572$ 8.0%61,356,652$ 61,779 23,860,920$ 20781 82560 8,438,793$ 2,812,931$ 11,251,724$ 92,034,978$ 8.0%66,265,184$ 62,137 25,769,794$ 20665 82802 8,438,793$ 2,812,931$ 11,251,724$ 98,477,426$ 7.0%70,903,747$ 62,495 27,573,679$ 20549 83044 8,438,793$ 2,812,931$ 11,251,724$ 105,370,846$ 7.0%75,867,009$ 62,853 29,503,837$ 20433 83286 8,438,793$ 2,812,931$ 11,251,724$ 113,800,514$ 8.0%81,936,370$ 63,211 31,864,144$ 20317 83528 8,438,793$ 2,812,931$ 11,251,724$ 120,628,545$ 6.0%86,852,552$ 63,569 33,775,993$ 20201 83770 8,438,793$ 2,812,931$ 11,251,724$ 131,485,114$ 9.0%94,669,282$ 63,926 36,815,832$ 20085 84011 8,438,793$ 2,812,931$ 11,251,724$ 134,114,816$ 2.0%96,562,668$ 64,284 37,552,148$ 19969 84253 8,438,793$ 2,812,931$ 11,251,724$ 134,114,816$ 0.0%96,562,668$ 64,642 37,552,148$ 19853 84495 8,438,793$ 2,812,931$ 11,251,724$ 135,455,964$ 1.0%97,528,294$ 65,000 37,927,670$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 144,937,881$ 7.0%104,355,274$ 65,000 40,582,607$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 159,431,669$ 10.0%114,790,802$ 65,000 44,640,867$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 170,591,886$ 7.0%122,826,158$ 65,000 47,765,728$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 185,945,156$ 9.0%133,880,512$ 65,000 52,064,644$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 198,961,317$ 7.0%143,252,148$ 65,000 55,709,169$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 216,867,836$ 9.0%156,144,842$ 65,000 60,722,994$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 234,217,263$ 8.0%168,636,429$ 65,000 65,580,834$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 250,612,471$ 7.0%180,440,979$ 65,000 70,171,492$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 273,167,593$ 9.0%196,680,667$ 65,000 76,486,926$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 295,021,000$ 8.0%212,415,120$ 65,000 82,605,880$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 324,523,100$ 10.0%233,656,632$ 65,000 90,866,468$ 19737 84737 8,438,793$ 2,812,931$ 11,251,724$ 353,730,179$ 9.0%254,685,729$ 65,000 99,044,450$ 19737 84737 Taxes Revenues Water Sales to Member Cities Water Sales 20210408 Budget workbook FY 2022--draft budget.xlsxBudget043 Fiscal Year Ending June 30 Escalation factor (inflation, growth, interest) 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 Metropolitan Water District of Salt Lake & Sandy Projected Cash Flow Last Update: March 25, 2021 63 64 65 66 67 68 69 70 71 72 Treated Water Rate Conveyance Fee Non-member Entity Water Volume (AF) Water Conveyance for Others (AF) Non-member Entity Total Water Sales and Conveyance Revenue Jordanelle Special Services District Use of ODT Water (AF) Jordanelle Special Services District Water Rate ($/AF) Revenue from ODT Water Total Water Sales/Conveyance Revenue Revenue increase (%) 1.40% 339.00$ 24.00$ 1,101 9,470 950,909$ 500 206.00$ 203,000$ 22,915,939$ 0.54% 349.00$ 25.00$ 994 9,252 921,842$ 500 208.88$ 204,442$ 23,541,175$ 2.73% 359.00$ 26.00$ -$ 1,000 211.81$ 311,808$ 23,399,146$ -0.60% 370.00$ 27.00$ -$ 1,000 214.77$ 314,774$ 24,094,732$ 2.97% 381.00$ 28.00$ -$ 1,000 217.78$ 228,781$ 24,722,138$ 2.60% 392.00$ 29.00$ -$ 1,000 220.83$ 220,829$ 25,448,987$ 2.94% 419.00$ 31.00$ -$ 2,875 223.92$ 643,773$ 27,637,902$ 8.60% 448.00$ 33.00$ -$ 2,875 227.06$ 652,786$ 29,536,504$ 6.87% 479.00$ 35.00$ -$ 2,875 230.23$ 661,925$ 31,567,503$ 6.88% 517.00$ 38.00$ -$ 2,875 233.46$ 671,192$ 34,049,216$ 7.86% 558.00$ 41.00$ -$ 2,875 236.73$ 680,589$ 36,728,855$ 7.87% 603.00$ 44.00$ -$ 2,875 240.04$ 690,117$ 39,622,244$ 7.88% 651.00$ 48.00$ -$ 2,875 243.40$ 699,778$ 42,746,475$ 7.89% 703.00$ 52.00$ -$ 2,875 246.81$ 709,575$ 46,120,008$ 7.89% 759.00$ 56.00$ -$ 2,875 250.26$ 719,509$ 49,762,777$ 7.90% 827.00$ 61.00$ -$ 2,875 253.77$ 729,582$ 54,186,744$ 8.89% 901.00$ 66.00$ -$ 2,875 257.32$ 739,797$ 59,008,104$ 8.90% 901.00$ 66.00$ -$ 2,875 260.92$ 750,154$ 59,018,461$ 0.02% 901.00$ 66.00$ -$ 2,875 264.58$ 760,656$ 59,028,963$ 0.02% 901.00$ 66.00$ -$ 2,875 268.28$ 771,305$ 59,039,612$ 0.02% 901.00$ 66.00$ -$ 2,875 272.04$ 782,103$ 59,050,410$ 0.02% 919.00$ 67.00$ -$ 2,875 275.84$ 793,053$ 60,226,726$ 1.99% 937.00$ 68.00$ -$ 2,875 279.71$ 804,156$ 61,426,502$ 1.99% 956.00$ 69.00$ -$ 2,875 283.62$ 815,414$ 62,650,207$ 1.99% 994.00$ 72.00$ -$ 2,875 287.59$ 826,830$ 65,135,015$ 3.97% 1,014.00$ 73.00$ -$ 2,875 291.62$ 838,405$ 66,432,754$ 1.99% 1,024.00$ 74.00$ -$ 2,875 295.70$ 850,143$ 67,100,435$ 1.01% 1,085.00$ 78.00$ -$ 2,875 299.84$ 862,045$ 71,087,355$ 5.94% 1,150.00$ 83.00$ -$ 2,875 304.04$ 874,113$ 75,312,942$ 5.94% 1,219.00$ 88.00$ -$ 2,875 308.30$ 886,351$ 79,791,510$ 5.95% 1,317.00$ 95.00$ -$ 2,875 312.61$ 898,760$ 86,116,332$ 7.93% 1,422.00$ 103.00$ -$ 2,875 316.99$ 911,343$ 92,946,321$ 7.93% 1,522.00$ 110.00$ -$ 2,875 321.43$ 924,101$ 99,401,527$ 6.95% 1,629.00$ 118.00$ -$ 2,875 325.93$ 937,039$ 106,307,885$ 6.95% 1,759.00$ 127.00$ -$ 2,875 330.49$ 950,157$ 114,750,671$ 7.94% 1,865.00$ 135.00$ -$ 2,875 335.12$ 963,460$ 121,592,005$ 5.96% 2,033.00$ 147.00$ -$ 2,875 339.81$ 976,948$ 132,462,062$ 8.94% 2,074.00$ 150.00$ -$ 2,875 344.57$ 990,625$ 135,105,441$ 2.00% 2,074.00$ 150.00$ -$ 2,875 349.39$ 1,004,494$ 135,119,310$ 0.01% 2,095.00$ 152.00$ -$ 2,875 354.28$ 1,018,557$ 136,474,521$ 1.00% 2,242.00$ 163.00$ -$ 2,875 359.24$ 1,032,817$ 145,970,698$ 6.96% 2,466.00$ 179.00$ -$ 2,875 364.27$ 1,047,276$ 160,478,945$ 9.94% 2,639.00$ 192.00$ -$ 2,875 369.37$ 1,061,938$ 171,653,824$ 6.96% 2,877.00$ 209.00$ -$ 2,875 374.54$ 1,076,805$ 187,021,961$ 8.95% 3,078.00$ 224.00$ -$ 2,875 379.78$ 1,091,880$ 200,053,197$ 6.97% 3,355.00$ 244.00$ -$ 2,875 385.10$ 1,107,167$ 217,975,003$ 8.96% 3,623.00$ 264.00$ -$ 2,875 390.49$ 1,122,667$ 235,339,930$ 7.97% 3,877.00$ 282.00$ -$ 2,875 395.96$ 1,138,384$ 251,750,855$ 6.97% 4,226.00$ 307.00$ -$ 2,875 401.50$ 1,154,322$ 274,321,915$ 8.97% 4,564.00$ 332.00$ -$ 2,875 407.12$ 1,170,482$ 296,191,482$ 7.97% 5,020.00$ 365.00$ -$ 2,875 412.82$ 1,186,869$ 325,709,969$ 9.97% 5,472.00$ 398.00$ -$ 2,875 418.60$ 1,203,485$ 354,933,664$ 8.97% Revenues Water Sales JSSD/ODT Water AgreementSales to Others 20210408 Budget workbook FY 2022--draft budget.xlsxBudget044 Fiscal Year Ending June 30 Escalation factor (inflation, growth, interest) 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 Metropolitan Water District of Salt Lake & Sandy Projected Cash Flow Last Update: March 25, 2021 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 Salt Lake City Metro Water Project Capital Assessment Sandy City Metro Water Project Capital Assessment Sandy City Ontario Drain Tunnel Water Assessment (net of JSSD payments) New Capacity Assessments Salt Lake City Utah Lake System Water (New Supply) Assessment Sandy City Utah Lake System Water (New Supply) Assessment Total Assessments Little Dell Revenues POMWTP Storage Revenues Terminal Reservoir Cell Tower Revenues LCWTP Cell Tower Revenues Other Miscellaneous Revenues Total Miscellaneous Revenues Operations and Maintenance Reserve Account Interest Income Total Revenues Net Cash Flow (87 minus 52) 0% 0% 3.00% 0% 0.78% 7,021,892$ 4,210,322$ 821,874$ -$ 844,223$ -$ 12,898,311$ -$ 21,000$ 30,389$ 26,400$ 6,000$ 83,789$ 904,835$ 48,203,607$ 2,556,034$ 7,021,892$ 4,210,322$ 819,586$ -$ 844,223$ -$ 12,896,023$ -$ 21,000$ 31,300$ 26,400$ 6,000$ 84,700$ 974,175$ 48,747,797$ 1,266,253$ 7,021,892$ 4,210,322$ 726,812$ 2,345,000$ 844,223$ -$ 15,148,249$ 30,000$ 21,000$ 32,239$ 29,040$ 6,000$ 118,279$ 393,599$ 50,310,998$ (2,504,854)$ 7,021,892$ 4,210,322$ 715,032$ 4,425,000$ 844,223$ -$ 17,216,469$ 30,000$ 21,000$ 33,207$ 29,040$ 6,000$ 119,247$ 374,061$ 53,056,233$ (4,085,417)$ 7,021,892$ 4,210,322$ 799,334$ 4,878,000$ 844,223$ -$ 17,753,771$ 30,000$ 21,000$ 34,203$ 29,040$ 6,000$ 120,243$ 342,195$ 54,190,070$ (5,953,820)$ 7,021,892$ 4,210,322$ 807,474$ 11,763,000$ 844,223$ -$ 24,646,911$ 30,000$ 21,000$ 35,229$ 29,040$ 6,000$ 121,269$ 295,755$ 61,764,647$ (2,403,705)$ 7,021,892$ 4,210,322$ 417,027$ 8,359,000$ 844,223$ -$ 20,852,464$ 30,000$ 21,000$ 36,286$ 29,040$ 6,000$ 122,326$ 277,006$ 60,141,422$ (631,103)$ 7,021,892$ 4,210,322$ 420,534$ 2,373,870$ 844,223$ -$ 14,870,841$ 30,000$ 21,000$ 37,374$ 31,944$ 6,000$ 126,318$ 272,084$ 56,057,471$ 307,549$ 7,021,892$ 4,210,322$ 421,620$ -$ 844,223$ -$ 12,498,057$ 30,000$ 21,000$ 38,496$ 31,944$ 6,000$ 127,440$ 274,483$ 55,719,206$ (439,276)$ 7,021,892$ 4,210,322$ 420,285$ -$ 844,223$ -$ 12,496,722$ 30,000$ 21,000$ 39,650$ 31,944$ 6,000$ 128,594$ 271,056$ 58,197,312$ 4,277,629$ 7,021,892$ 4,210,322$ 433,444$ -$ 844,223$ 753,225$ 13,263,106$ 30,000$ 21,000$ 31,944$ 6,000$ 88,944$ 304,422$ 61,637,050$ 6,089,902$ 7,021,892$ 4,210,322$ (690,117)$ -$ 844,223$ 753,225$ 12,139,545$ 30,000$ 21,000$ 31,944$ 6,000$ 88,944$ 351,923$ 63,454,380$ 9,181,922$ 7,021,892$ 4,210,322$ (699,778)$ -$ 844,223$ 753,225$ 12,129,884$ 30,000$ 21,000$ 6,000$ 57,000$ 423,542$ 66,608,625$ 9,041,737$ 7,021,892$ 4,210,322$ (709,575)$ -$ 844,223$ 753,225$ 12,120,087$ 30,000$ 21,000$ 6,000$ 57,000$ 494,067$ 70,042,886$ 7,915,515$ 3,510,946$ 2,105,161$ (719,509)$ -$ 844,223$ 753,225$ 6,494,046$ 30,000$ 21,000$ 6,000$ 57,000$ 555,809$ 68,121,356$ (12,455,901)$ (729,582)$ -$ 844,223$ 753,225$ 867,866$ 30,000$ 21,000$ 6,000$ 57,000$ 458,652$ 66,821,986$ (16,271,730)$ (739,797)$ -$ 844,223$ 753,225$ 857,651$ 30,000$ 21,000$ 6,000$ 57,000$ 331,733$ 71,506,212$ (7,925,456)$ (750,154)$ 5,000,000$ 844,223$ 753,225$ 5,847,294$ 30,000$ 21,000$ 6,000$ 57,000$ 269,914$ 76,444,393$ (5,005,121)$ (760,656)$ 6,074,000$ 844,223$ 753,225$ 6,910,792$ 30,000$ 21,000$ 6,000$ 57,000$ 230,874$ 77,479,353$ (6,825,950)$ (771,305)$ -$ 844,223$ 753,225$ 826,143$ 30,000$ 21,000$ 6,000$ 57,000$ 177,632$ 71,352,111$ 1,017,577$ (782,103)$ -$ 844,223$ 753,225$ 815,345$ 30,000$ 21,000$ 6,000$ 57,000$ 185,569$ 71,360,048$ 15,634,404$ (793,053)$ 8,311,875$ 844,223$ 753,225$ 9,116,270$ 30,000$ 21,000$ 6,000$ 57,000$ 307,518$ 80,959,238$ 11,342,062$ (804,156)$ 8,311,875$ 844,223$ 753,225$ 9,105,167$ 30,000$ 21,000$ 6,000$ 57,000$ 395,986$ 82,236,379$ (16,455,364)$ (815,414)$ 8,311,875$ 844,223$ 753,225$ 9,093,909$ 30,000$ 21,000$ 6,000$ 57,000$ 267,634$ 83,320,474$ (10,745,215)$ (826,830)$ 8,311,875$ 844,223$ 753,225$ 9,082,493$ 30,000$ 21,000$ 6,000$ 57,000$ 183,821$ 85,710,053$ (10,415,249)$ (838,405)$ 9,991,000$ 844,223$ 753,225$ 10,750,042$ 30,000$ 21,000$ 6,000$ 57,000$ 102,582$ 88,594,103$ 13,131,454$ (850,143)$ 15,617,339$ 844,223$ 753,225$ 16,364,644$ 30,000$ 21,000$ 6,000$ 57,000$ 205,007$ 94,978,811$ 10,226,006$ (862,045)$ 39,909,995$ 844,223$ 753,225$ 40,645,398$ 30,000$ 21,000$ 6,000$ 57,000$ 284,770$ 123,326,247$ (13,223,989)$ (874,113)$ 39,909,995$ 844,223$ 753,225$ 40,633,330$ 30,000$ 21,000$ 6,000$ 57,000$ 181,623$ 127,436,619$ 12,086,484$ (886,351)$ 54,909,995$ 844,223$ 753,225$ 55,621,092$ 30,000$ 21,000$ 6,000$ 57,000$ 275,898$ 146,997,224$ 8,978,629$ (898,760)$ 35,140,000$ 844,223$ 753,225$ 35,838,688$ 30,000$ 21,000$ 6,000$ 57,000$ 345,931$ 133,609,675$ (3,577,304)$ (911,343)$ 31,740,000$ 844,223$ 753,225$ 32,426,105$ 30,000$ 21,000$ 6,000$ 57,000$ 318,028$ 136,999,178$ (1,568,516)$ (924,101)$ 6,265,322$ 844,223$ 753,225$ 6,938,668$ 30,000$ 21,000$ 6,000$ 57,000$ 305,794$ 117,954,713$ (2,016,133)$ (937,039)$ 6,265,322$ 844,223$ 753,225$ 6,925,731$ 30,000$ 21,000$ 6,000$ 57,000$ 290,068$ 124,832,407$ (5,533,707)$ (950,157)$ 7,500,000$ 844,223$ 753,225$ 8,147,291$ 30,000$ 21,000$ 6,000$ 57,000$ 246,905$ 134,453,591$ (2,789,491)$ (963,460)$ 7,500,000$ 844,223$ 753,225$ 8,133,988$ 30,000$ 21,000$ 6,000$ 57,000$ 225,147$ 141,259,864$ (643,409)$ (976,948)$ 9,079,877$ 844,223$ 753,225$ 9,700,376$ 30,000$ 21,000$ 6,000$ 57,000$ 220,128$ 153,691,291$ (5,624,246)$ (990,625)$ 9,079,877$ 844,223$ 753,225$ 9,686,699$ 30,000$ 21,000$ 6,000$ 57,000$ 176,259$ 156,277,124$ (2,879,726)$ (1,004,494)$ 9,000,000$ 844,223$ 753,225$ 9,592,954$ 30,000$ 21,000$ 6,000$ 57,000$ 153,797$ 156,174,785$ 15,637,704$ (1,018,557)$ 9,091,657$ 844,223$ 753,225$ 9,670,548$ 30,000$ 21,000$ 6,000$ 57,000$ 275,771$ 157,729,564$ (6,725,372)$ (1,032,817)$ -$ 844,223$ 753,225$ 564,631$ 30,000$ 21,000$ 6,000$ 57,000$ 223,314$ 158,067,367$ (8,261,171)$ (1,047,276)$ -$ 844,223$ 753,225$ 550,172$ 30,000$ 21,000$ 6,000$ 57,000$ 158,876$ 172,496,717$ 941,187$ (1,061,938)$ -$ 844,223$ 753,225$ 535,510$ 30,000$ 21,000$ 6,000$ 57,000$ 166,218$ 183,664,276$ (299,701)$ (1,076,805)$ -$ 844,223$ 753,225$ 520,643$ 30,000$ 21,000$ 6,000$ 57,000$ 163,880$ 199,015,208$ 1,425,783$ (1,091,880)$ -$ 844,223$ 753,225$ 505,568$ 30,000$ 21,000$ 6,000$ 57,000$ 175,001$ 212,042,490$ (523,252)$ (1,107,167)$ -$ 844,223$ 753,225$ 490,281$ 30,000$ 21,000$ 6,000$ 57,000$ 170,920$ 229,944,928$ 902,193$ (1,122,667)$ -$ 844,223$ 753,225$ 474,781$ 30,000$ 21,000$ 6,000$ 57,000$ 177,957$ 247,301,392$ 113,947$ (1,138,384)$ -$ 844,223$ 753,225$ 459,064$ 30,000$ 21,000$ 6,000$ 57,000$ 178,846$ 263,697,489$ (3,489,446)$ (1,154,322)$ -$ 844,223$ 753,225$ 443,126$ 30,000$ 21,000$ 6,000$ 57,000$ 151,628$ 286,225,393$ (3,023,208)$ (1,170,482)$ -$ 844,223$ 753,225$ 426,966$ 30,000$ 21,000$ 6,000$ 57,000$ 128,047$ 308,055,219$ (5,549,771)$ (1,186,869)$ -$ -$ (1,186,869)$ 30,000$ 21,000$ 6,000$ 57,000$ 84,759$ 335,916,583$ (2,900,586)$ (1,203,485)$ -$ -$ (1,203,485)$ 30,000$ 21,000$ 6,000$ 57,000$ 62,134$ 365,101,037$ (3,468,298)$ Assessments Revenues Miscellaneous RevenuesCapacity/Supply Assessments 20210408 Budget workbook FY 2022--draft budget.xlsxBudget045 Fiscal Year Ending June 30 Escalation factor (inflation, growth, interest) 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 Metropolitan Water District of Salt Lake & Sandy Projected Cash Flow Last Update: March 25, 2021 89 90 91 92 93 94 95 96 97 98 99 100 101 102 Total Available Reserves Required Operations and Maintenance Reserve Account Balance Required Renewal and Replacement Reserve Fund Jordan Aqueduct Reserve Account JVWTP Operations and Maintenance Reserve 150th South Pipeline Agreement Total Restricted Reserves Total Reserves Available to be Assigned Capital Projects Reserve Self Insurance/ Contingency Reserve Interest Rate Stabilization Reserve Aquifer Storage and Recovery (ASR) Reserve Total Assigned Reserves Remaining Unassigned Reserves 0.78% 0.78% 49,195,169$ 4,435,938$ 650,000$ 43,416$ 20,000$ 35,617$ 5,184,971$ 44,010,197$ 5,097,844$ 2,000,000$ 3,284,866$ 3,014,791$ 13,397,501$ 30,612,696$ 50,461,421$ 4,659,163$ 650,000$ 43,755$ 20,000$ 35,895$ 5,408,812$ 45,052,609$ 4,359,626$ 2,000,000$ 3,284,866$ 3,014,791$ 12,659,283$ 32,393,326$ 47,956,568$ 4,818,284$ 650,000$ 44,096$ 20,000$ 36,175$ 5,568,555$ 42,388,013$ 3,431,625$ 2,000,000$ 3,284,866$ 3,014,791$ 11,731,282$ 30,656,731$ 43,871,150$ 4,981,312$ 650,000$ 44,440$ 20,000$ 36,457$ 5,732,210$ 38,138,941$ 2,838,603$ 2,000,000$ 3,284,866$ 3,014,791$ 11,138,260$ 27,000,680$ 37,917,331$ 5,148,365$ 650,000$ 44,787$ 20,000$ 36,741$ 5,899,894$ 32,017,437$ 2,089,661$ 2,000,000$ 3,284,866$ 3,014,791$ 10,389,318$ 21,628,119$ 35,513,625$ 5,319,564$ 650,000$ 45,136$ 20,000$ 37,028$ 6,071,728$ 29,441,897$ 1,963,599$ 2,000,000$ 3,284,866$ 3,014,791$ 10,263,256$ 19,178,642$ 34,882,522$ 5,512,068$ 650,000$ 45,488$ 20,000$ 37,317$ 6,264,873$ 28,617,649$ 2,162,338$ 2,000,000$ 3,284,866$ -$ 7,447,204$ 21,170,445$ 35,190,071$ 5,714,053$ 650,000$ 45,843$ 20,000$ 37,608$ 6,467,504$ 28,722,568$ 2,715,923$ 2,000,000$ 3,284,866$ -$ 8,000,789$ 20,721,779$ 34,750,795$ 5,926,168$ 650,000$ 46,201$ 20,000$ 37,901$ 6,680,270$ 28,070,525$ 3,558,439$ 2,000,000$ 3,284,866$ -$ 8,843,305$ 19,227,220$ 39,028,424$ 6,149,244$ 650,000$ 46,561$ 20,000$ 38,197$ 6,904,002$ 32,124,422$ 9,203,477$ 2,000,000$ 3,284,866$ -$ 14,488,343$ 17,636,079$ 45,118,326$ 6,461,970$ 650,000$ 46,924$ 20,000$ 38,495$ 7,217,389$ 37,900,937$ 15,180,808$ 2,000,000$ 3,284,866$ -$ 20,465,674$ 17,435,263$ 54,300,248$ 6,717,992$ 650,000$ 47,290$ 20,000$ 38,795$ 7,474,077$ 46,826,171$ 21,023,484$ 2,000,000$ 3,284,866$ -$ 26,308,350$ 20,517,821$ 63,341,985$ 6,988,776$ 650,000$ 47,659$ 20,000$ 39,098$ 7,745,533$ 55,596,453$ 26,474,585$ 2,000,000$ 3,284,866$ -$ 31,759,451$ 23,837,002$ 71,257,500$ 7,275,435$ 650,000$ 48,031$ 20,000$ 39,403$ 8,032,868$ 63,224,632$ 31,279,528$ 2,000,000$ 3,284,866$ -$ 36,564,394$ 26,660,238$ 58,801,599$ 7,579,471$ 650,000$ 48,406$ 20,000$ 39,710$ 8,337,586$ 50,464,013$ 29,539,555$ 2,000,000$ 3,284,866$ -$ 34,824,421$ 15,639,592$ 42,529,869$ 7,902,389$ 650,000$ 48,783$ 20,000$ 40,020$ 8,661,192$ 33,868,677$ 24,263,233$ 2,000,000$ 3,284,866$ -$ 29,548,099$ 4,320,578$ 34,604,413$ 8,245,830$ 650,000$ 49,164$ 20,000$ 40,332$ 9,005,326$ 25,599,087$ 19,704,404$ 2,000,000$ 3,284,866$ -$ 24,989,270$ 609,817$ 29,599,291$ -$ -$ 49,547$ 20,000$ 40,646$ 110,194$ 29,489,098$ 20,502,887$ 2,000,000$ -$ -$ 22,502,887$ 6,986,210$ 22,773,342$ -$ -$ 49,934$ 20,000$ 40,963$ 110,897$ 22,662,445$ 19,882,300$ 2,000,000$ -$ -$ 21,882,300$ 780,145$ 23,790,919$ -$ -$ 50,323$ 20,000$ 41,283$ 111,606$ 23,679,313$ 21,221,406$ 2,000,000$ -$ -$ 23,221,406$ 457,907$ 39,425,323$ -$ -$ 50,716$ 20,000$ 41,605$ 112,321$ 39,313,003$ 20,967,950$ 2,000,000$ -$ -$ 22,967,950$ 16,345,053$ 50,767,385$ -$ -$ 51,111$ 20,000$ 41,929$ 113,041$ 50,654,344$ 20,269,369$ 2,000,000$ -$ -$ 22,269,369$ 28,384,976$ 34,312,021$ -$ -$ 51,510$ 20,000$ 42,256$ 113,766$ 34,198,255$ 19,177,171$ 2,000,000$ -$ -$ 21,177,171$ 13,021,084$ 23,566,806$ -$ -$ 51,912$ 20,000$ 42,586$ 114,498$ 23,452,309$ 14,670,870$ 2,000,000$ -$ -$ 16,670,870$ 6,781,439$ 13,151,557$ -$ -$ 52,317$ 20,000$ 42,918$ 115,235$ 13,036,322$ 10,927,418$ 2,000,000$ -$ -$ 12,927,418$ 108,904$ 26,283,011$ -$ -$ 52,725$ 20,000$ 43,253$ 115,978$ 26,167,033$ 15,056,801$ 2,000,000$ -$ -$ 17,056,801$ 9,110,232$ 36,509,017$ -$ -$ 53,136$ 20,000$ 43,590$ 116,726$ 36,392,291$ 18,999,386$ 2,000,000$ -$ -$ 20,999,386$ 15,392,905$ 23,285,028$ -$ -$ 53,550$ 20,000$ 43,930$ 117,481$ 23,167,547$ 18,691,612$ 2,000,000$ -$ -$ 20,691,612$ 2,475,936$ 35,371,512$ -$ -$ 53,968$ 20,000$ 44,273$ 118,241$ 35,253,271$ 24,229,310$ 2,000,000$ -$ -$ 26,229,310$ 9,023,961$ 44,350,141$ -$ -$ 54,389$ 20,000$ 44,618$ 119,007$ 44,231,133$ 28,969,914$ 2,000,000$ -$ -$ 30,969,914$ 13,261,220$ 40,772,836$ -$ -$ 54,813$ 20,000$ 44,966$ 119,780$ 40,653,057$ 30,421,713$ 2,000,000$ -$ -$ 32,421,713$ 8,231,344$ 39,204,320$ -$ -$ 55,241$ 20,000$ 45,317$ 120,558$ 39,083,762$ 33,604,714$ 2,000,000$ -$ -$ 35,604,714$ 3,479,048$ 37,188,187$ -$ -$ 55,672$ 20,000$ 45,671$ 121,342$ 37,066,845$ 34,534,781$ 2,000,000$ -$ -$ 36,534,781$ 532,064$ 31,654,480$ -$ -$ 56,106$ 20,000$ 46,027$ 122,133$ 31,532,347$ 29,090,411$ 2,000,000$ -$ -$ 31,090,411$ 441,936$ 28,864,988$ -$ -$ 56,543$ 20,000$ 46,386$ 122,929$ 28,742,059$ 26,631,878$ 2,000,000$ -$ -$ 28,631,878$ 110,181$ 28,221,579$ -$ -$ 56,985$ 20,000$ 46,748$ 123,732$ 28,097,847$ 24,712,647$ 2,000,000$ -$ -$ 26,712,647$ 1,385,200$ 22,597,334$ -$ -$ 57,429$ 20,000$ 47,112$ 124,541$ 22,472,792$ 19,871,758$ 2,000,000$ -$ -$ 21,871,758$ 601,034$ 19,717,608$ -$ -$ 57,877$ 20,000$ 47,480$ 125,357$ 19,592,251$ 16,655,879$ 2,000,000$ -$ -$ 18,655,879$ 936,373$ 35,355,312$ -$ -$ 58,328$ 20,000$ 47,850$ 126,179$ 35,229,134$ 18,886,658$ 2,000,000$ -$ -$ 20,886,658$ 14,342,476$ 28,629,940$ -$ -$ 58,783$ 20,000$ 48,223$ 127,007$ 28,502,934$ 18,251,934$ 2,000,000$ -$ -$ 20,251,934$ 8,250,999$ 20,368,769$ -$ -$ 59,242$ 20,000$ 48,600$ 127,841$ 20,240,928$ 17,502,248$ 2,000,000$ -$ -$ 19,502,248$ 738,680$ 21,309,956$ -$ -$ 59,704$ 20,000$ 48,979$ 128,683$ 21,181,274$ 17,983,013$ 2,000,000$ -$ -$ 19,983,013$ 1,198,261$ 21,010,256$ -$ -$ 60,170$ 20,000$ 49,361$ 129,530$ 20,880,725$ 18,477,473$ 2,000,000$ -$ -$ 20,477,473$ 403,252$ 22,436,038$ -$ -$ 60,639$ 20,000$ 49,746$ 130,385$ 22,305,654$ 18,985,859$ 2,000,000$ -$ -$ 20,985,859$ 1,319,795$ 21,912,786$ -$ -$ 61,112$ 20,000$ 50,134$ 131,246$ 21,781,541$ 19,508,600$ 2,000,000$ -$ -$ 21,508,600$ 272,941$ 22,814,980$ -$ -$ 61,589$ 20,000$ 50,525$ 132,113$ 22,682,866$ 20,026,128$ 2,000,000$ -$ -$ 22,026,128$ 656,738$ 22,928,927$ -$ -$ 62,069$ 20,000$ 50,919$ 132,988$ 22,795,939$ 20,559,074$ 2,000,000$ -$ -$ 22,559,074$ 236,865$ 19,439,481$ -$ -$ 62,553$ 20,000$ 51,316$ 133,869$ 19,305,612$ 16,660,312$ 2,000,000$ -$ -$ 18,660,312$ 645,300$ 16,416,273$ -$ -$ 63,041$ 20,000$ 51,716$ 134,757$ 16,281,516$ 12,654,170$ 2,000,000$ -$ -$ 14,654,170$ 1,627,346$ 10,866,502$ -$ -$ 63,533$ 20,000$ 52,120$ 135,652$ 10,730,850$ 8,537,525$ 2,000,000$ -$ -$ 10,537,525$ 193,325$ 7,965,917$ -$ -$ 64,028$ 20,000$ 52,526$ 136,554$ 7,829,362$ 4,327,247$ 2,000,000$ -$ -$ 6,327,247$ 1,502,115$ 4,497,619$ -$ -$ 64,528$ 20,000$ 52,936$ 137,464$ 4,360,155$ -$ 2,000,000$ -$ -$ 2,000,000$ 2,360,155$ Reserve Balances Restricted Assigned 20210408 Budget workbook FY 2022--draft budget.xlsxBudget046     Cash Flow Analysis Assumptions  Budget047 METROPOLITAN WATER DISTRICT OF SALT LAKE & SANDY CASH FLOW ANALYSIS ASSUMPTIONS March 30, 2021 Fiscal year based on July 1 through June 30 of each year. Fiscal Year (FY) 2022 runs from July 1, 2021 thru June 30, 2022. 1. District Regular Operating Expenses: For FY 2021, the amount shown is the budgeted expenditures expected for June 30, 2021 based on the adopted budget for the period ending June 30, 2021. The projected spend as of December 31, 2020 is approximately $530,793 less than the budgeted amount. This column does not include Central Utah Project (CUP) costs shown in columns 4 and 10, PRWUA costs shown in columns 26-37, depreciation, amortization, or interest expense. There is an assumed 3.0% annual increase for future years. This assumed increased is based on an 11-year average of District-controlled expenses. 2. CUP M&I System OM&R Cost ($/acre foot): The CUP Operation, Maintenance, and Replacement (OM&R) cost is escalated at the average of 6.27%, based on a 14-year average. 3. CUP M&I System OM&R Reserve Cost ($/acre foot): The CUP Operation, Maintenance, and Replacement (OM&R) reserve cost is escalated at the average of 11.69%. Financial plans being implemented by Central Utah Water Conservancy District (CUWCD) indicate an increase in the total CUP M&I System Water O&M Cost (column 2 plus column 3). The purpose of the escalating costs is to fund an asset management program to pay for aging (50 years or so old) infrastructure. The escalation is proposed as follows: a. FY 2022: $55.00 (10% increase) b. FY 2023: $60.00 (9% increase) c. FY 2024: $65.00 (8% increase) d. FY 2025: $70.00 (8% increase) e. FY 2026: $75.00 (7% increase) f. Increases beyond FY 2026 will be evaluated in the years leading up to FY 2027 with a stated need of the total cost to reach $300 per acre foot. g. The escalated percentage in column 3 for years beyond FY 2026 reflects historical increases prior to FY 2017 (11-year period) and does not factor in the increases shown for FY 2017 and beyond. 4. CUP M&I System Water O&M Cost: O&M cost of CUP M&I system water. 5. Total CUP M&I System Water Costs (including capital expenses): Total cost of CUP M&I system water. 6. CUP M&I System Water Volume: 20,000 acre feet per year. The 20,000 acre feet is subject to the Operations, Maintenance, and Replacement (OM&R) Cost (column 2) and OM&R Reserve Cost (column 3) on a per acre foot basis in perpetuity. In FY 2049, the 40- year petition repayment period will have ended. The subsequent years will be only OM&R costs applied to the total volume of 20,000 acre feet. 7. CUP M&I System Water Unit Cost: Column 5 divided by column 6 ($/acre foot). Budget048 8. CUP ULS OM&R Cost: The CUP Utah Lake System (ULS) Operation, Maintenance, and Replacement (OM&R) cost (see column 2). 9. CUP ULS OM&R Reserve Cost: The CUP ULS Operation, Maintenance, and Replacement (OM&R) reserve cost (see column 3). 10. CUP ULS Water O&M Cost: O&M cost of CUP ULS water. 11. Total CUP ULS Water Costs (including capital expenses): Total cost of CUP ULS water. 12. CUP ULS Water Petition Repayment Volume: 5600 acre feet total (3100 acre feet per year beginning in FY 2021; 5600 acre feet per year beginning in FY 2031). In FY 2070, the repayment period will end. The subsequent years will be only OM&R and reserve costs applied to the total volume of 5600 acre feet. 13. CUP ULS Water Unit Cost: Column 11 divided by column 12 ($/acre foot). 14. Total Operating Expenses: Sum of all operating expenses. 15. Ontario Drain Tunnel Volume: Estimated volume based on due diligence work for Sandy City on water purchase was 3000 acre feet annually. The ten-year average is 2875 acre feet. 16. Ontario Drain Tunnel Cost: Estimated cost per acre foot based on Sandy City’s special water supply assessment to pay for the water right (column 17 divided by column 15). 17. Ontario Drain Tunnel Water Cost: Total of Sandy City’s special assessment to pay for the water right. This cost was funded with the 2005 bonds (which have since been refunded) so the cost for this column is not included in the calculation of total expenses. 18. Synthetically Fixed $58.8 M (2011A): Principal, interest, and management costs for synthetically fixed rate debt (swap and direct purchase). The current direct purchase (variable rate debt) with Wells Fargo expires in FY 2021. The current terms of the direct purchase are at a rate of 67% of LIBOR plus 60 basis points. The variable rate debt is “swapped” into a synthetically fixed rate. The synthetically fixed rate is at 3.182%. With current management costs included, the current effective rate is 3.782%. The swap is based on a principal amount of $58,800,000. The termination date of the swap and the final payout date of the variable rate debt are the same date (July 1, 2036). 19. 2012A: Fixed rate debt; all-in interest rate of 2.978%. Original principal amount of $46,170,000. 20. 2012B: Fixed rate debt; all-in interest rate of 1.776%. Original principal amount of $12,105,000. 21. 2015A: Fixed rate debt; all-in interest rate of 2.71%. Original principal amount of $5,975,000. 22. 2016A: Fixed rate debt; all-in interest rate of 2.25%. Original principal amount of $59,200,000. Budget049 23. 2020: Fixed rate debt; all-in interest rate of 1.73%. Original principal amount of $67,415,000. 24. Total Debt Payments: Sum of debt service columns. 25. Debt Coverage Ratio: This is the calculated debt coverage ratio. The minimum required by contract is 1.15 with a policy goal of 1.25. 26. Deer Creek Safety of Dams Repayment: Actual MWDSLS share of payment to United States Bureau of Reclamation for Deer Creek Safety of Dams repayment. This repayment is being made to the Bureau of Reclamation at 0.00% interest. 27. Provo River Project (Deer Creek Division) Construction Repayment: Actual MWDSLS share of payment to United States Bureau of Reclamation for Provo River Project (Deer Creek Division) repayment. This repayment is being made to the Bureau of Reclamation at 0.00% interest. 28. Provo River Aqueduct (2020A Bonds) Repayment: Actual MWDSLS share of payment for the enclosure costs of the Provo River Aqueduct. 29. Provo River Aqueduct (BAF or Bank of American Fork) Repayment: Actual MWDSLS share of payment to the BAF for the enclosure costs of the Provo River Aqueduct. MWDSLS’ final payment was made in FY 2019. 30. PRWUA Assessment (O&M and capital): FY 2022 is forecasted at $30.69 per share for 61,900 shares. From FY 2023 through FY 2052, an additional $1.6 million assessment is included for replacement of the Deer Creek Dam intake structure and related guard gates. Based on a 5-year average, a 3.93% increase to regular O&M and capital assessments is assumed for future years. 31. Provo River Aqueduct O&M by PRWUA: MWDSLS is assessed by PRWUA for services to operate and maintain the Provo River Aqueduct. Operations costs are assessed based on the volume of water used each year. Maintenance costs are assessed based on the pro-rata share of capacity (187 cfs out of 626 cfs). Based on a 5-year average, a 4.31% increase is assumed for future years. 32. Deer Creek Intake Station O&M by PRWUA: MWDSLS reimburses PRWUA for services to operate the Salt Lake Aqueduct Intake at Deer Creek Dam. MWDSLS pays roughly one-third of the costs to operate this station. PRWUA (operation of Deer Creek Dam) and the Bureau of Reclamation (operation of the power plant) share in the remaining two-thirds of the costs. Based on a 5-year average, a 4.1% increase is assumed for future years. 33. Total PRWUA Costs: The sum of columns 26 through 32. These costs are budgeted together in order to be consistent with recommendations made by financial auditors. Due to the nature of the ownership interest in PRWUA and in accordance with governmental accounting standards, the District’s investment in PRWUA is accounted for using the “equity method.” Budgeting all of the costs in one account code provides for a more straightforward approach to the financial audit. Budget050 34. Total MWDSLS PRWUA Shares: 61,900 shares. 35. PRWUA Water Supply Allocation: The assumed percentage of PRWUA water available to MWDSLS. Since Jordanelle Reservoir was constructed, the allocation has ranged from 43.5% to 100%. 36. PRWUA Water Supply Volume Available to MWDSLS: 61,900 acre feet at full allocation. 37. PRWUA Water Supply Unit Cost: Column 33 divided by column 36 ($/acre foot). 38. CUP M&I System Water Petition Repayment Volume: 20,000 acre feet. In FY 2045, the first allotment of the 40-year repayment periods begins to be paid off and the repayment amounts for allotment notices will step down by 4,000 acre feet each year thereafter. After FY 2048, the costs are OM&R costs only. 39. CUP M&I System Petition Repayment Unit Cost: The annual petition repayment cost of CUP M&I system water is $148.56 per acre foot. 40. CUP M&I System Petition Repayment Total Cost: The annual petition repayment cost of CUP M&I system water. 41. Salt Lake City CUP Utah Lake System (ULS) Water Petition Repayment Volume: MWDSLS’s petition is for 5600 acre feet. This is a reduction of 3000 acre feet from the original petition amount of 8600 acre feet. The reduction is a result of the agreements related to the Provo River Aqueduct. Salt Lake City deliveries and repayment obligations for 3100 acre feet per year began in FY 2021. The repayment will continue until FY 2070. The following years will be OM&R and reserve costs only. 42. Salt Lake City CUP ULS Petition Repayment Unit Cost: Based on a 50-year amortization, the annual petition repayment of $272.33 per acre foot began in FY 2021. 43. Salt Lake City CUP ULS Petition Repayment Total Cost: The annual petition repayment cost of Salt Lake City CUP ULS water. 44. Sandy City CUP ULS Water Petition Repayment Volume: Sandy City deliveries and repayment obligations are for 2500 acre feet per year and will begin in FY 2031. The repayment will continue until FY 2070. The following years will be OM&R and reserve costs only. 45. Sandy City CUP ULS Petition Repayment Unit Cost: Based on 40-year amortization, the estimated annual petition repayment of $301.29 per acre foot begins in FY 2031. 46. Sandy City CUP ULS Petition Repayment Total Cost: The annual petition repayment cost of Sandy City CUP ULS water. 47. CUP ULS Petition Repayment Total Cost: The annual petition repayment cost of CUP ULS water. Budget051 48. Non-capacity Capital Expenditures: Capital expenditures estimated based on current asset management projections. 49. Capital Expenditures for Jordan Aqueduct System: Numbers are based on 10-year projections received from Jordan Valley Water Conservancy District. For years starting with FY 2032, costs are based on the average of the prior years. Thereafter, the amount is escalated at a 2% increase each year. 50. New Capacity Capital Expenditures: The expenses shown reflect the expenses related to aquifer storage and recovery, the 150th South Pump Station, and/or the (potential) repayment to Central Utah Water Conservancy District for activity related to the Metro Water Project. The timing of these projects is uncertain but the current estimated timing is shown. Any expenses will be offset by revenues from assessments to the member cities (see column 76). 51. Total Capital Expenditures: Sum of capital expenditures columns. 52. Total Expenses (i.e., Revenue Requirements): Sum of columns 14, 24, 33, and 51. 53. Salt Lake City Taxes: Revenue projections are shown to remain constant. These numbers include prior year tax collections and fees in lieu of taxes. The tax year 2020 certified rate for Salt Lake City is 0.000265. The maximum certified rate that the District is allowed to establish is 0.0005. 54. Sandy City Taxes: Revenue projections are shown to remain constant. These numbers include prior year tax collections and fees in lieu of taxes. The tax year 2020 certified rate for Sandy City is 0.000297. The maximum certified rate that the District is allowed to establish is 0.0005. 55. Total MWDSLS Taxes: Sum of tax columns. 56. Total Water Sales to Member Cities (fixed rate): A fixed charge for water use is levied to the member cities on a monthly basis. 57. Proposed Water Rate Increase: Percent increase applied to prior fiscal year fixed charge and other rates (treatment charge, conveyance charge, etc.). 58. Water Sales to Salt Lake City (fixed rate): Salt Lake City water sales and conveyance fees. This is based on the pro-rata split of column 56 based on historic water deliveries to Salt Lake City and Sandy City. Salt Lake City’s pro-rata share is currently 72%. 59. Estimated Water Sales to Salt Lake City (AF): Projected Salt Lake City water deliveries. 60. Water Sales to Sandy City (fixed rate): Sandy City water sales and conveyance fees. This is based on the pro-rata split of column 56 based on historic water deliveries to Salt Lake City and Sandy City. Sandy City’s pro-rata share is currently 28%. 61. Estimated Water Sales to Sandy City (AF): Projected Sandy City water deliveries. 62. Total Water Sales Volume to Member Cities: Total volume of water deliveries to member cities. Budget052 63. Treated Water Rate: Water rates are as shown in the table. The rates escalate as shown in column 57. 64. Conveyance Fee: Rate ($/AF) to convey water in District pipeline facilities. Rates for FY 2022 escalate as shown in column 57. 65. Non-member Entity Water Volume (AF): The average of the prior three fiscal years is 994 acre feet of treatment and conveyance charges to Jordan Valley Water Conservancy District. This revenue is obtained on the basis of surplus capacity being available. Sales are shown for the next fiscal year based on currently available system capacities. Due to the uncertainty of future utilization of system capacity, sales in future years are not anticipated and will be evaluated on a year-to-year basis. Revenues received for treating and conveying water for others is utilized to offset related operational and maintenance costs. Untreated water sales to other entities are made on the basis of surplus supplies and capacity being available. The rate for untreated water for FY 2022 escalates as shown in column 57. The raw water rate charge is the same for both member and non-member entities. Due to the uncertainty of future water supplies and available capacity, sales in future years are not anticipated and will be evaluated on a year-to-year basis. Any revenues from sales of this nature are placed in a reserve to fund future projects related to aquifer, storage, and recovery (ASR). 66. Water Conveyance for Others (AF): Non-District raw water that is conveyed through District pipelines but not treated by the District (e.g., DACRWTP (CUWCD), Highland Conservation District (for Alpine Country Club), Southeast Regional Water Treatment Plant (JVWCD)). The average of the prior three fiscal years is 9,252 acre feet. These sales are made on the basis of surplus capacity being available. Sales are shown for the next fiscal year based on currently available system capacities. Due to the uncertainty of future utilization of system capacity, sales in future years are not anticipated and will be evaluated on a year-to-year basis. 67. Non-member Entity Total Water Sales and Conveyance Revenue: Total non-member entity revenue amount for water sales and conveyance charges. 68. Jordanelle Special Services District Use of Ontario Drain Tunnel Water: Estimated volume of water to be used by JSSD as per agreement. The ten-year average yield of ODT is 2875 AF. 69. Jordanelle Special Services District Water Rate: Revenue is anticipated from JSSD as shown on the spreadsheet and is based on agreements (as amended) with JSSD. Any revenues received by the District will be passed on to Sandy City in the form of a credit to their ODT assessment. The JSSD water rate is escalated annually based on the current CPI. 70. Revenue from ODT Water: Anticipated revenue from JSSD. 71. Total Water Sales/Conveyance Revenue: Sum of water sales revenues. 72. Revenue increase (%): The calculated increase of total revenues. The calculation is based on dollar amounts only and does not reflect the actual volume of water forecasted for use. Budget053 73. Salt Lake City Metro Water Project Capital Assessment: Assessment to pay for Salt Lake City’s portion of the Metro Water Project. Based on Salt Lake City’s share of capacity in the Point of the Mountain Water Treatment Plant, Point of the Mountain Aqueduct, and improvements to Little Cottonwood Water Treatment Plant. Based on numbers presented to member cities and MWDSLS board in February 2001. 74. Sandy City Metro Water Project Capital Assessment: Assessment to pay for Sandy City’s portion of the Metro Water Project. Based on Sandy City’s share of capacity in the Point of the Mountain Water Treatment Plant, Point of the Mountain Aqueduct, and improvements to Little Cottonwood Water Treatment Plant. Based on numbers presented to member cities and MWDSLS board in February 2001. 75. Sandy City Ontario Drain Tunnel Water Assessment: Assessment to Sandy City to pay for Ontario Drain Tunnel water right purchase. The assessment is reduced by the annual revenue received from the ODT water sales to JSSD. The net amount is shown in this column. The assessment ends in 2031. The assessment turns to a negative amount as the JSSD revenues exceed the Ontario Drain Tunnel assessment. This means Sandy City will be credited on its water billings in the amounts shown as negative numbers in this column. 76. New Capacity Assessments: Assessments for new capacity projects. 77. Salt Lake City Utah Lake System Water (New Supply) Assessment: Assessments to Salt Lake City to pay for Utah Lake System water beginning in FY 2021. See column 43. 78. Sandy City Utah Lake System Water (New Supply) Assessment: Assumed assessments to Sandy City to pay for expected Utah Lake System water beginning in FY 2031. See column 46. 79. Total Assessments: Sum of assessments columns. 80. Little Dell Revenues: Revenues received from Salt Lake County for operation and maintenance expenses performed by Salt Lake City Public Utilities at Little Dell Dam. Pursuant to a 1986 agreement, Salt Lake County is responsible for 30% of the O&M costs of Little Dell. 81. Point of the Mountain Water Treatment Plant (POMWTP) Storage Revenues: Revenues received from Jordan Valley Water Conservancy District for reimbursement of operation and maintenance of the POMWTP finished water storage reservoir. This is based on the Facilities Cooperation Agreement dated October 4, 2007. 82. Terminal Reservoir Cell Tower Revenues: Revenue from lease of property for a cell tower located at Terminal Reservoir. This is based on an agreement with Crown Castle (originally T-Mobile) first established in May 2007. The agreement has been extended with an expiration date of March 2030. 83. Little Cottonwood Water Treatment Plant (LCWTP) Cell Tower Revenues: Revenue from lease of property for a cell tower located at LCWTP. This is based on an agreement with American Tower (originally Verizon Wireless) first established on January 31, 2013. The agreement expires in 2033. According to the agreement, the annual rate increases every five years. Budget054 84. Other Miscellaneous Revenues: Licensing program fees (if any), vehicle sales (if any), grants (if any), and other miscellaneous revenues. 85. Total Miscellaneous Revenues: Sum of miscellaneous revenues. 86. Operations and Maintenance Reserve Account Interest Income: Calculated at 0.78% per annum. The 12-month average for the Public Treasurers Investment Pool is 0.78%. 87. Total Revenues: Sum of revenue columns. 88. Net Cash Flow: Total revenues, column 87, minus total expenses, column 52. 89. Total Available Reserves: FY 2021 amount is determined by current balances in the bank and the bond fund accounts as of December 31, 2020, projected revenues expected to be received by year end, less outstanding checks, retention (if any), projected expenses to occur by year end, and remaining capital expenditures. Other years are a summation of the prior year plus column 88 for the current year. 90. Required Operations and Maintenance Reserve Account Balance: The Master Bond Resolution requires (see section 5.05(f)) an O&M reserve fund balance of 25% of the O&M costs of the current annual budget (25% of column 14). This reserve is not shown in years after the bonds are paid. 91. Required Renewal and Replacement Reserve Fund: The Master Bond Resolution requires (see definition in section 1.01) a capital projects reserve of $650,000. This reserve is not shown in years after the bonds are paid. 92. Jordan Aqueduct Reserve Account: Established via agreement (interest bearing). 93. JVWTP Operations and Maintenance Reserve: Established via agreement (not interest bearing). 94. 150th South Pipeline Agreement: Established via agreement (interest bearing). 95. Total Restricted Reserves: Sum of columns 90-94. 96. Total Reserves Available to be Assigned: Total available reserves less total restricted reserves. 97. Capital Projects Reserve: Goal of 15-25% (formula uses 20%) of the sum of the next five years in capital expenditures. Only non-capacity capital improvements and Jordan Aqueduct System capital improvements are included in this column. CUP water supply acquisition costs, Provo River Project costs, and capacity capital improvement costs are not included in this calculation. 98. Self Insurance/Contingency Reserve: Goal of $2,000,000 as established by District policy. 99. Interest Rate Stabilization Reserve: Established by policy and in order to mitigate interest rate risk, this reserve has been accumulated via lower than forecasted variable rate debt. This Budget055 reserve will remain static due the refunding of bonds that closed on March 1, 2012. This reserve is not shown in years after the bonds are paid. 100. Aquifer Storage and Recovery (ASR) Reserve: Established by policy in order to set aside funds for implementation of an ASR project. Any revenues from sales of surplus water combined with costs savings resulting from operations of the Jordan Narrows turbine will be directed to this reserve fund. 101. Total Assigned Reserves: Sum of columns 97-100. 102. Remaining Unassigned Reserves: Remaining reserves (if any). Budget056     Budget Schedule  Budget057 Fiscal Year 2022 Budget Schedule Last Updated: March 30, 2021 • February 2 – Engineering Committee Meeting (10:00 AM; preliminary discussion related to capital budget). • February 4 – Department budget presentations at staff meeting. • February 11 – Deadline for draft budget numbers to be submitted by managers to GM • February 25 – Budget discussion with managers at staff meeting. • March 9 – Management Advisory Committee Meeting (8:30 AM; preliminary discussion related to staffing and compensation schedule). • March 22 – Work session – budget discussion • April 6 – Finance Committee Meeting (10:00 AM) - (P&P 3-629(1) “On or before the first regularly scheduled meeting of the Board in May, the GM shall consult with the Finance Committee and prepare a tentative operating and capital budget for the ensuing fiscal year.” • April 19 – Board Meeting – consider adoption of the tentative budget. • April 27 – Engineering Committee Meeting (10:00 AM; discussion related to capital budget). • May 5 – Deadline to mail notice of the public hearing to those within the district who are being charged a fee, if the fee is proposed to be increased (see Utah Code Ann. 17B-1-643(2)(d)(i)). A fee increase is anticipated but an increase in certified tax rate is not anticipated. • Sometime after tentative budget adopted– Presentation to the Salt Lake City Council (time TBD; Salt Lake City Hall). • Sometime after tentative budget adopted- Presentation to the Sandy City Council (time TBD; Sandy City Hall). • May 17 – Board Meeting – Tentative budget public hearing (6:00 P.M.). • June 8 – Management Advisory and Finance Committee Meetings. • June 21 – Board Meeting - Budget adoption (subject to certified tax rate public hearing if tax rate increase is proposed; currently not anticipated). • June 21 – Utah Code 59-2-912 “The governing body of each taxing entity shall before June 22 of each year adopt a proposed tax rate.” Deadline for adopting the budget (Utah Code 59-2-924 8a) “On or before June 30, a taxing entity shall annually adopt a tentative budget.” • July 21 – Deadline for submitting certified copy of the final budget to the State Auditor (required within 30 days of budget adoption- P&P 3-629(7)) • August 9 – Public hearing for tax increase; an increase in the certified tax rate is not anticipated—hearing likely will not be held. (If held incorporate proper notices and reporting deadlines). Budget058 Staffing and Compensation Schedule  Budget059 Last update: 03/30/2021 Staffing and Compensation Schedule I. Background How the District’s budget differs from the Member Cities • The District checks the various sources to ensure the District is in line with the market, e.g., Consumer Price Index, World at Work, Tech Net, and other related sources. • When setting the increases, a comparison is made with the two member cities as well as with other local water districts. • SLC being self-insured can add medical benefits the District cannot competitively match due to the difference in the number of employees; therefore, the District focuses on other things that are fair. • The District believes in giving merit increases and tying COLA to merit; a 1% merit increase, represents about $53,000 (based on FY2022 budget for salaries and wages, less payroll taxes). • Ultimately, we are governed as separate entities and each Board or City Council must do what they think is in the best interest of their employees. II. Staffing Levels The chart below reflects the historical and projected staffing levels. Department Cost Center FY2021 FY2022 Administrative 10 7 7 Information Technology 24 8 8 Lab 50 6 6 Operations 22 13 14 Engineering & Maintenance 23 & 25 30 30 Instrumentation & Electrical 26 8 9 Totals 72 74 The projected staffing levels in FY22 include an increase of two full-time equivalents (FTEs). The increased staffing levels will address succession planning needs at the District. The extra Water System Operator in Operations is needed to address succession planning purposes for one anticipated retirement in FY23. This is a one-year increase in FTEs for Operations department. The second FTE is for an extra Control Systems Technician in the Instrumentation & Electrical Department. This position is also needed to address succession planning purposes for one anticipated retirement in FY22. This also is a one-year increase in FTEs for the Instrumentation & Electrical department. The following organizational chart (Attachment A) represents the proposed staffing levels. Budget060 Attachment A IT Analyst Assistant General Manager Laboratory Manager Lab Technician (2 FTE) Maintenance Supervisor IT Manager Assistant General Manager/ Engineering & Maintenance Manager Engineer II (2 FTE) Full Time Positions 72 Temporary/Seasonal 2 Total FTE 74 Information Systems and Cybersecurity Project Manager I&E Supervisor Control System Tech (4 FTE) (1 temporary FTE) Board of Trustees General Manager (Treasurer) Metropolitan Water District of Salt Lake & Sandy Organizational Chart Fiscal Year 2022 Operations Manager Legal Counsel Facilities Supervisor Laboratory Supervisor Grounds Worker (Temporary/Seasonal) Asst. Operations Manager Executive Assistant Engineering Supervisor HR Program Manager/ Clerk Journeyman Electrician Water System Operator (10 FTE) (2 temporary = 1 FTE) Chemist (2 FTE) Accountant Intern (Temporary) Facilities Tech (7 FTE) Warehouse Administrator Maintenance Tech II (5 FTE) Maintenance Lead (2 FTE) Maintenance Tech III (4 FTE) Engineer I Aqueduct Inspector (3 FTE) I&E Systems Integration Specialist SCADA Administrator Environmental Services Specialist Systems Administrator (2 FTE) SCADA Analyst Senior Systems Administrator (2 FTE) Budget061 Last update: 03/30/2021 Staffing and Compensation Schedule III. Benefits The District is interested in providing benefits that will help the District attract and retain skilled and experienced employees. The District is interested in maintaining reasonable stability and predictability for its employees and their families. The District is also interested in providing benefits that are reasonably comparable to those offered by other local entities similar to the District. The District provides employees with the following benefits package: · Medical and Dental Insurance · Vision Insurance · Health Savings Accounts · Flex Spending Accounts · Employee Wellness Program · Life Insurance, Accidental Death and Dismemberment, Long Term Disability, and Long Term Care · EAP (Employee Assistance Program) · Retirement Program (Utah Retirement Systems or URS) · 401(k), 457, and Roth and Traditional IRA Retirement Savings Plans and Matching Program (via URS) · Paid Sick, Vacation, and Personal Leave · 12 Paid Holidays · Educational Assistance The District is a member of the Utah Retirement Systems. The District’s contribution rate is set by the URS. Since July of 2014 the Tier I contribution rate is 18.47% and the Tier II contribution rate is 16.69%. Sixty-four percent of the employees are Tier I employees. The Tier II group is gradually increasing with new hires at the District. The District encourages employee wellness through a Participatory Wellness Program (PWP). The PWP provides an incentive for participation and is available without regard to an employee's health status. Employees who participate would receive $500 in their HSA in 2022. The PWP incentive requires an employee to complete at least four out of the eight following requirements before November 19, 2021: (1) flu shot, (2) COVID-19 vaccine, (3) preventative exam with personal physician, (4) biometric screening, (5) health risk assessment, (6) health education and screening event held at District, (7) two activity campaigns, and (8) digital coaching session. The health risk assessment, activity campaigns and digital coaching program are completed through the medical carrier's affiliate program. Budget062 Last update: 03/30/2021 Staffing and Compensation Schedule IV. Job Grades & Salary Ranges The District’s has a traditional pay structure with job grades and salary ranges for all District positions. The District will implement a 2.0% salary structure adjustment based on the information compiled from the 47th Annual Salary Budget Survey 2020-2021 by World at Work. The salary adjustment shifts the midpoint of the salary range and helps to maintain the District’s position to provide competitive compensation. The salary structure adjustment does not increase the budget nor does it provide an automatic 2% raise for any employee. In FY21, the District implemented an Information Technology pay structure for positions within the IT department. The separate pay structure addresses external competitiveness issues, such as those found in information technology. Annually an evaluation of market wage data is conducted to determine if the salary ranges for District positions are competitive with the market. This analysis resulted in a recommended change to the job grade for the Accountant position. V. Skill-Based Pay The District continues to support a skill-based pay program to allow for workforce flexibility and cross training. This program has been successful by encouraging employees to learn additional skills in order to increase their productivity and efficiency. Skill-based pay is given based upon increased knowledge, skill, and ability. Employees who participate in the skill-based pay program receive their hourly wage and an additional skill-based pay for those skills they have successfully obtained. As part of the FY22 budget the District is including $22,880.00 in salary and wages to support the program. The program has been expanded to include compensation for employees performing backflow administrator responsibilities as well as increasing the number of eligible welding participants. VI. Wage and Salary Statistics Wage and salary increases are determined on individual performance, thus the District utilizes a merit pay system, also known as pay-for-performance system. The District compares wage and salary increases with the member cities and other water districts. The District also collects data from the U. S. Bureau of Labor Statistics (Jan. 1 - Dec. 31, 2020), specifically the Consumer Price Index and Employment Cost Index. Wage and salary information from the 47th Annual Salary Budget Survey 2020-2021 by World at Work is evaluated annually. Based on these data points, the District has proposed a 3% merit increase. Budget063 Last update: 03/30/2021 The following table details the comparisons with member cities and other water districts: VII. Conclusion Based on the proposed additional positions, 3% merit-based increase to wages, retirement increases, payroll tax increases, and projected increases to medical, dental and other benefits, the total District budget increases by $305,220. The various components are broken down as follows: $203,545 Salary & Wages $2,500 Overtime Premium $39,547 Medical Insurance Premiums (Health, Dental, Vision, Health Savings Account) ($809) Other Insurance (Life, AD&D, LTD, Long Term Care) $17,810 Payroll Taxes $42,627 Utah Retirement Based on the above, the net increase in personnel costs to the District is estimated to be 1.2% of the overall O&M Budget (excluding interest costs). Salary Review Comparison Entity FY20 FY21 FY22 Merit COLA Comment Metropolitan Water District of Salt Lake & Sandy 4.00% 4.00%3.00%3.00%N/A Proposing Salt Lake City Public Utilities 3.00% 0.00%2.50%0*% 2.50% Proposing Sandy City 5.00% 2.00%4.00%3.00% 1.00% Proposing Provo River Water Users Association 4.50% 3.00%2.50%2.50% 0.00% Proposing Jordan Valley Water Conservancy District 3.20% 4.00%3.50%3.50%N/A Proposing Weber Basin Water Conservancy District 4.50% 4.00%4.00%2.00% 2.00% Approved Central Utah Water Conservancy District 3.00% 3.00%3.00%3.00%N/A Proposing Average 3.89% 2.86%3.21%2.83% 1.38% *SLC has provisions for applicable merit increases for eligible employees. The FY22 budgeted increase details: Budget064     Budget Acronyms  Budget065 Budget Acronyms Last update: April 8, 2021 AD&D: Accidental Death and Dismemberment AED: Automated electronic defibrillator AF: Acre Feet ASR: Aquifer Storage and Recovery APWA: American Public Works Association AWWA: American Water Works Association BAF: Bank of American Fork BOWR: Board of Water Resources CAD: Computer aided drafting CDL: Commercial Drivers License COLA: Cost of Living Adjustment CIO: Chief Information Officer CUP: Central Utah Project CUWCD: Central Utah Water Conservancy District DACRWTP: Don A. Christiansen Regional Water Treatment Plant DIDS: Direct Inbound Dialing DPD: N-diethyl-p-phenylenediamine E&M: Engineering & Maintenance EAM: Enterprise Asset Management FCC: Federal Communications Commission FAA: Federal Aviation Administration FAS: Fixed Asset Software FIS: Financial Information System FTE: Full-time Equivalent FY: Fiscal Year GC: Gas chromatograph GIS: Geographic Information System GM: General Manager GRAMA: Government Records and Access Management HSA: Health Savings Account HMI: Human Machine Interface HVAC: Heating, ventilation, and air conditioning I&E: Instrumentation & Electrical ISAC: Information Sharing and Analysis Center ISP: Internet Service Provider IT: Information Technology JA: Jordan Aqueduct JNPS: Jordan Narrows Pump Station JSSD: Jordanelle Special Service District JVWCD: Jordan Valley Water Conservancy District JVWTP: Jordan Valley Water Treatment Plant LCWTP: Little Cottonwood Water Treatment Plant LED: Light-emitting diode LIMS: Laboratory information management system LOX: Liquid oxygen LTC: Long term care LTD: Long term disability M&I: municipal and industrial MIB: methylisoborneol MG: million gallons MWDSLS: Metropolitan Water District of Salt Lake & Sandy ODT: Ontario Drain Tunnel O&M: Operations and Maintenance OM&R: Operation, Maintenance & Replacement OSHA: Occupational Safety & Health Administration PC: Personal Computer PC/S: Process Control/SCADA pH: Potential of hydrogen PLC: Programmable Logic Controller POMWTP: Point of the Mountain Water Treatment Plant PPE: Personal Protection Equipment PRI: Primary Rate Interface PRWUA: Provo River Water Users Association PVC: poly vinyl chloride PWP: Participatory wellness program ROW: Right-of-way RTU: Remote Terminal Unit RVSS: Reduced voltage soft starter SAN: Storage Area Network SCADA: Supervisory Control and Data Acquisition SCS: Security Control System SLCPU: Salt Lake City Public Utilities SLA: Salt Lake Aqueduct SLA/FW: Salt Lake Aqueduct finished water TBD: to be determined THM: Trihalomethanes TOC: Total organic carbon T-Chlor: Sodium Hypochlorite T1 PRI: Phone system internet connection TR: Jordan Aqueduct terminal reservoir UCAN: Utah Communication Agency Networks ULS: Utah Lake System UPS: Uninterruptible Power Supply URS: Utah Retirement System UV: Ultraviolet UVWTP: Utah Valley Water Treatment Plant UWUA: Utah Water Users Association VoIP: Voice-over Internet Protocol VFD: Variable Frequency Drive WQTC: Water Quality Technology Conference Budget066 Page | 4 ATTACHMENT 1 HISTORY OF THE DISTRICT In 1935, the voters of Salt Lake City created the Metropolitan Water District in order to enter into long-term agreements to build the Provo River Project including Deer Creek Reservoir and the Salt Lake Aqueduct. The Bureau of Reclamation built the project, and it was necessary to enter into repayment contracts to reimburse the federal government for the construction costs plus interest. The Metropolitan Water District is a 61.7% owner of the Provo River Water Users Association (the operating entity of the Deer Creek Division of the Provo River Project). The Metropolitan Water District is the sole owner of the Salt Lake Aqueduct. The water rights for the Provo River Project consist of water from the Provo River and water diverted from the Duchesne and Weber Rivers conveyed through a tunnel and canal system from the two basins to the Provo River for use by the Metropolitan Water District and others. In order to reimburse the Federal Government for the cost of the Provo River Project (including Deer Creek Reservoir and the Salt Lake Aqueduct), the residents of Salt Lake City have paid property taxes since 1935. The District is a participant in the Central Utah Project having petitions for combined water supplies of 25,600 acre feet from Jordanelle and Strawberry reservoirs. The Metropolitan Water District was a local sponsor for the construction of Little Dell Reservoir. (A map of the District system and facilities is attached.) In 1990, Sandy City became the second member of the District. Sandy City sought membership in the District to treat its approximately 34 percent water right in Little Cottonwood Creek. Sandy City’s annexation into the District increased efficiencies by consolidating water supplies and delivery systems to most of eastern Salt Lake County. As part of the agreement, the District receives water purchase revenue and ad valorem tax revenue from Sandy City. Furthermore, as a part of the annexation Salt Lake City acquired additional water rights in Little Dell Reservoir and $4 million in water transmission mains installed on the City’s west side. Also, the 1990 agreement admitting Sandy City established conjunctive water management practices among Salt Lake City, Sandy City, Jordan Valley Water Conservancy District and the Metropolitan Water District. In 1998, the Metropolitan Water District updated its capital improvement master plan and identified more than $250 million in improvements and expansion of water system capacity. In 2001, the District entered into an Interlocal Agreement with Sandy and Salt Lake City for implementation of the master plan. The major project constructed under the master plan was a new water treatment plant near the Point of the Mountain in the Draper area. The master plan improves redundancy in the event of a water treatment plant or aqueduct failure. Improvements include pipeline connections between the Little Cottonwood Water Treatment Plant, the Jordan Valley Water Treatment Plant, and the Point of the Mountain Water Treatment Plant. This allows flexibilities in shifting water between major north-south pipelines. The Metropolitan Water District continues to implement an asset management program. Replacement of the Salt Lake Aqueduct Terminal Reservoir is ongoing at this time. Other system components are evaluated on an ongoing (quarterly) basis to determine the need and timing of upcoming projects. The extensive water treatment and delivery functions allow the District to provide water to both member cities through purchase agreements, and sales to other entities, as water is available. The District’s Board is made up of two members appointed by the Sandy City Council and five members appointed by the Salt Lake City Council. 3 7 89 189 189 89 15 80 80 215 80 189 80 80 15 15 11 10 9 8 12 4 1 2 40 40 265 13 52 114 73 74 92 68 5 16 6 17 13 POINT OF THE MOUNTAIN WATER TREATMENT PLANT 16 100 MG TERMINAL RESERVOIR MWDSLS SERVICE AREA Salt Lake City Salt Lake City 7800 South Jo r d a n R i v e r 3300 South 4500 South ST A T E S T R E E T Sandy City Orem 12600 South RE D W O O D R O A D We l b y C a n a l Big Cot t o n w o o d C a n y o n Wa s a t c h B l v d Little Cottonwood Canyon Fort Union Blvd Park City Wasatch C o u n t y S u m m i t C o u n t y S a l t L a k e C o u n t y GREAT SALT LAKE Salt Lake C o u n t y Utah Co u n t y Pro v o R i v e r Ja c o b C a n a l Olmsted Siphon Pro v o R i v e r UTAH LAKE Prov o R i v e r Provo Draper 2100 South 5400 South 800 North Heber Utah County Wasat c h C o u n t y Provo River Provo River Aqueduct Jo r d a n R i v e r Facilities Metropolitan Water District of Salt Lake & Sandy SYS TEM FACILITIES 1 2 3 8 9 10 11 12 4 5 6 14 15 DEER CREEK DAM MURDOCK DIVERSION OLMSTED TUNNEL & SIPHON MURRAY POWER PLANT INTAKE LITTLE COTTONWOOD & BELL CANYON CREEK INTAKE LITTLE COTTONWOOD WATER TREATMENT PLANT 10 MG RESERVOIR TERMINAL RESERVOIR POINT OF THE MOUNTAIN AQUEDUCT UNTREATED WATER INTAKE JORDAN NARROWS INTAKE & SIPHON JORDAN NARROWS TURBINE & PUMPING PLANT OLMSTED DIVERSION JORDAN VALLEY WATER TREATMENT PLANT 7 ALPINE DRAPER TUNNEL (Salt Lake Aqueduct) Provo River Aqueduct DESIGN CAPACITY: 626 CFS Maximum 187 CFS MWDSLS FACILITIES: (1) 21.5 miles of 126-inch and 120-inch diameter welded steel pipe Murdock Diversion DESIGN CAPACITY: 550 CFS FACILITIES: (1) Diversion Dam Jordan Aqueduct Reach No. DESIGN CAPACITY: 270 CFS (175 MGD) FACILITIES: (1) 72-inch & 66-inch Welded Steel Pipe Deer Creek Dan & Reservoir DESIGN CAPACITY: 152,564 AC-FT 149,700 AC-FT Active Pool 2,864 AC-FT Dead Pool 49,700 AC-FT Carry Over 100,000 Association Shares Normal year yield to MWDSLS is 61,700 AC-FT FACILITIES: (1) Dam (2) Land Around Reservoir (3) Outlet Works and Spillway (4) Salt Lake Aqueduct Intake (MWDSLS Facility) RECREATION USE: Managed by Utah State Parks & Recreation OUTLET WORKS CAPACITY: 2 Tube Valves SPILLWAY CAPACITY: 12,000 CFS Bureau of Reclamation Facility (Provo River Project) Operated by Provo River Water Users Association Deer Creek Powerhouse DESIGN CAPACITY: 5 MW FACILITIES: (1) 2-2,475 kW Generators RiveRive 14 Salt Lake Aqueduct DESIGN CAPACITY: 175 CFS (113 MGD) FACILITIES: (1) 69-inch Concrete Pipe (2) Alpine Tunnel (3) Various Welded Steel Siphons (4) 42 Miles Total Length (5) 33 Miles Untreated Water (6) 9 Miles Treated Water Little Cottonwood Water Treatment Plant DESIGN CAPACITY: 143 MGD Point of the Mountain Water Treatment Plant DESIGN CAPACITY: 70 MGD 17 LITTLE DELL RESERVOIR Jordan Aqueduct Reach No. 2 DESIGN CAPACITY: 270 CFS (175 MGD) FACILITIES: (1) 78-inch Pipe Jordan Aqueduct Reach No. 3 DESIGN CAPACITY: 120 CFS (78 MGD) FACILITIES: (1) 48-inch Pipe Point of the Mountain Aqueduct (Treated Water) DESIGN CAPACITY: North to South (Gravity) - 100 MGD South to North (Pumped) - 80 MGD FACILITIES: (1) 60-inch Welded Steel Pipe (2) 12 Miles in Length Terminal Reservoir DESIGN CAPACITY: 40 MG FACILITIES: (1) Two 20 MG Concrete Reservoirs Little Dell Dam DESIGN CAPACITY: 20,500 AC-FT FACILITIES: (1) 224-foot High Dam (2) Outlet Spillway Jordan Valley Water Treatment Plant DESIGN CAPACITY: 180 MGD 2/7 MWDSLS 51 MGD DESIGN CAPACITY: 151 MGD FACILITIES: (1) 84-inch Pipe (2) 2.5 Miles in Length Point of the Mountain Aqueduct (Untreated Water) 15 Jo r d a n R i v e r DESIGN CAPACITY: 33 MGD (Gravity) 84 MGD (POMA Sleeve Valves) 50% MWDSLS 15000 South Pipeline Jordan Aqueduct Reach No. 1 DESIGN CAPACITY: 270 CFS (175 MGD) FACILITIES: (1) 78-inch Pipe Terminal Reservoir DESIGN CAPACITY: 100 MG FACILITIES: 2/7 MWDSLS 28.6 MG Jordanelle Reservoir DESIGN CAPACITY: 360,500 AC-FT 314,006 AC-FT Active Pool 3,026 AC-FT Dead Pool Normal year yield to MWDSLS is 20,000 AC-FT FACILITIES: (1) Dam (2) Land Around Reservoir (3) Outlet Works and Spillway RECREATION USE: Managed by Utah State Parks & Recreation OUTLET WORKS CAPACITY: 2,300 CFS SPILLWAY CAPACITY: 5,510 CFS Bureau of Reclamation Facility (Central Utah Project) Operated by Central Utah Water Conservancy District 18 Utah Lake Pump Station DESIGN CAPACITY: 769 CFS Total 135 CFS MWDSLS (17.6%) FACILITIES: (1) 4 Vertical Propeller Pumps @ 200 CFS Each (2) 1400 HP Total 18 UTAH LAKE PUMP STATION P:\Metro Water District SLC\MWDSLC Master Plan PM\Graphics\Figures\Wall Display-System Facilities\4-2007_Wall Display\MWDSLS-System Facilities Wall Display 01-03-12.cdr Provo River Project Watersheds and Upper Basin Collection System Olmsted Diversion 4 1 7 8 1 8 TO:City Council Members FROM: Jennifer Bruno Deputy Director DATE:May 11, 2021 Item E1 MOTION SHEET CITY COUNCIL of SALT LAKE CITY RE: Ordinance: Electronic Meetings MOTION 1 –Approve – I move that the Council adopt an ordinance repealing Chapter 2.86 and amending Section 2.06.030.E of the Salt Lake City Code, relating to electronic meetings of the City’s public bodies. OR MOTION 2 – DECLINE TO I move that the Council not adopt the motion. CITY COUNCIL OF SALT LAKE CITY 451 SOUTH STATE STREET, ROOM 304 P.O. BOX 145476, SALT LAKE CITY, UTAH 84114-5476 SLCCOUNCIL.COM TEL 801-535-7600 FAX 801-535-7651 1 1 SALT LAKE CITY ORDINANCE 2 No. ______ of 2021 3 4 (Electronic Meetings) 5 6 An ordinance repealing Chapter 2.86 and amending Section 2.06.030.E of the Salt Lake 7 City Code, relating to electronic meetings of the City’s public bodies. 8 WHEREAS, the State Legislature amended the Open and Public Meetings Act (the 9 “OPMA”) during the 2021 General Session which granted additional flexibility in how public 10 bodies host their meetings and engage with the public, which law became effective on May 5, 11 2021. 12 WHEREAS, the City Council of Salt Lake City, Utah, desires to amend Section 13 2.06.030.E and repeal Chapter 2.86 of the Salt Lake City Code, to further promote flexibility in 14 hosting public meetings of City public bodies and to ensure consistency with the OPMA. 15 NOW, THEREFORE, be it ordained by the City Council of Salt Lake City, Utah that: 16 SECTION 1. Chapter 2.86 of the Salt Lake City Code relating to electronic meetings is 17 hereby repealed. 18 SECTION 2. Section 2.06.030.E of the Salt Lake City Code, relating to electronic 19 meetings of the City Council, is amended as follows: 20 E. Electronic Meetings: For purposes of the Utah Open and Public Meetings Act, the The 21 Council may hold an electronic meeting in accordance with the Open and Public Meetings Act. if 22 only if a majority of a quorum of the Council is physically present at the physical location from 23 which the electronic meeting originates or from which the Council members are connected to the 24 electronic meeting. However, if a proclamation of local, State or national emergency is in effect, 25 a majority of a quorum of the Council need not be physically present at the physical location 26 from which the electronic meeting originates or from which the Council members are connected 27 to the electronic meeting in order for an electronic meeting to be held. 28 29 SECTION 3. This ordinance shall take effect immediately after it has been published in 30 accordance with Utah Code §10-3-711 and recorded in accordance with Utah Code §10-3-713.31 2 Passed by the City Council of Salt Lake City, Utah, this ______ day of ____________, 32 2021. 33 ____________________________ 34 CHAIRPERSON 35 ATTEST AND COUNTERSIGN: 36 37 ___________________________ 38 CITY RECORDER 39 40 Transmitted to Mayor on ______________________. 41 42 Mayor’s Action: __________ Approved. ___________ Vetoed. 43 44 45 ____________________________ 46 MAYOR 47 48 49 50 ___________________________ 51 CITY RECORDER 52 53 54 (SEAL) 55 56 57 Bill No. ______ of 2021. 58 Published: _____________________. 59 60 61 62 63 Salt Lake City Attorney’s Office Approved As To Form By: _______________________ Paul Nielson Date: __________________ APPROVED AS TO FORM Salt Lake City Attorney’s Office Date: _________________________________ By: ___________________________________ Paul Nielson, Senior City Attorney May 7, 2021 SALT LAKE CITY CORPORATION SWORN STATEMENT SUPPORTING CLOSURE OF MEETING I, ____________________, acted as the presiding member of the Salt Lake Council, which met on ___________________ in an electronic meeting pursuant to Salt Lake City Proclamation. Appropriate notice was given of the Council's meeting as required by §52-4-202. A quorum of the Council was present at the meeting and voted by at least a two-thirds vote, as detailed in the minutes of the open meeting, to close a portion of the meeting to discuss the following: §52-4-205(l)(a) discussion of the character, professional competence, or physical or mental health of an individual; §52 -4-205(1)(b) strategy sessions to discuss collective bargaining; §52-4-205(l)(c) strategy sessions to discuss pending or reasonably imminent litigation; §52-4-205(l)(d) strategy sessions to discuss the purchase, exchange, or lease of real property, including any form of a water right or water shares, if public discussion of the transaction would: (i) disclose the appraisal or estimated value of the property under consideration; or (ii) prevent the public body from completing the transaction on the best possible terms; §52-4-205(l)(e) strategy sessions to discuss the sale of real property, including any form of a water right or water shares if: (i) public discussion of the transaction would: (A) disclose the appraisal or estimated value of the property under consideration; or (B) prevent the public body from completing the transaction on the best possible terms; (ii) if the public body previously gave public notice that the property would be offered for sale; and (iii) the terms of the sale are publicly disclosed before the public body approves the sale; §52-4-205(1)(f) discussion regarding deployment of security personnel, devices, or systems; and §52-4-205(1)(g) investigative proceedings regarding allegations of criminal misconduct. A Closed Meeting may also be held for Attorney-Client matters that are privileged pursuant to Utah Code §78B-1-137, and for other lawful purposes that satisfy the pertinent requirements of the Utah Open and Public Meetings Act. Other, described as follows: _____________________________________________________________ The content of the closed portion of the Council meeting was restricted to a discussion of the matter(s) for which the meeting was closed. With regard to the closed meeting, the following was publicly announced and recorded, and entered on the minutes of the open meeting at which the closed meeting was approved: (a)the reason or reasons for holding the closed meeting; (b)the location where the closed meeting will be held; and (c)the vote of each member of the public body either for or against the motion to hold the closed meeting. The recording and any minutes of the closed meeting will include: (a)the date, time, and place of the meeting; (b)the names of members Present and Absent; and (c)the names of all others present except where such disclosure would infringe on the confidentiality necessary to fulfill the original purpose of closing the meeting. Pursuant to §52-4-206(6), a sworn statement is required to close a meeting under §52-4-205(1)(a) or (f), but a record by tape recording or detailed minutes is not required; and Pursuant to §52-4-206(1), a record by tape recording and/or detailed written minutes is required for a meeting closed under §52-4-205(1)(b),(c),(d),(e),and (g): A record was not made. A record was made by: : Tape recording Detailed written minutes I hereby swear or affirm under penalty of perjury that the above information is true and correct to the best of my knowledge. Presiding Member Date of Signature Amy Fowler May 11, 2021 X X X X X Amy Fowler (Aug 5, 2021 13:05 MDT)Aug 5, 2021 Closed Meeting - Sworn Statement for May 11, 2021 Work Session Meeting Final Audit Report 2021-08-05 Created:2021-05-25 By:DeeDee Robinson (deedee.robinson@slcgov.com) Status:Signed Transaction ID:CBJCHBCAABAAngyVY5WPu2wAlVXJhgPGkII639yoFybt "Closed Meeting - Sworn Statement for May 11, 2021 Work Ses sion Meeting" History Document created by DeeDee Robinson (deedee.robinson@slcgov.com) 2021-05-25 - 10:42:30 PM GMT- IP address: 204.124.13.222 Document emailed to Amy Fowler (amy.fowler@slcgov.com) for signature 2021-05-25 - 10:56:43 PM GMT Email viewed by Amy Fowler (amy.fowler@slcgov.com) 2021-08-05 - 7:05:34 PM GMT- IP address: 107.127.14.112 Document e-signed by Amy Fowler (amy.fowler@slcgov.com) Signature Date: 2021-08-05 - 7:05:45 PM GMT - Time Source: server- IP address: 107.127.14.112 Agreement completed. 2021-08-05 - 7:05:45 PM GMT