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05/07/2002 - Minutes (2) PROCEEDINGS OF THE CITY COUNCIL OF SALT LAKE CITY, UTAH TUESDAY, MAY 7 , 2002 The City Council of Salt Lake City, Utah met in Work Session on Tuesday, May 7, 2002, at 5:30 p.m. in Room 326, Committee Room, City County Building, 451 South State Street. In Attendance: Council Members Carlton Christensen, Van Turner, Eric Jergensen, Nancy Saxton, Jill Remington Love, Dave Buhler, and Dale Lambert. Also In Attendance: Cindy Gust-Jenson, Executive Council Director; Mayor Ross C. "Rocky" Anderson; Rocky Fluhart, Chief Administrative Officer; David Nimkin, Mayor's Chief of Staff; D. J. Baxter, Mayor' s Senior Advisor; Janet Wolf, Director of Youth Programs; Gary Mumford, Council Deputy Director/Senior Legislative Auditor; Russell Weeks, Council Policy Analyst; Michael Sears, Council Budget and Policy Analyst; Janice Jardine, Council Planning and Policy Analyst; LuAnn Clark, Housing and Neighborhood Development Director; Doug Wheelwright, Land Use and Transportation/Subdivisions Planner; Everett Joyce, Environmental Planning and Urban Design/Ordinances Planner; Randy Isbell, Housing Specialist; Steve Fawcett, Management Services Deputy Director; David Dobbins, Community and Economic Development Deputy Director; Jerry Burton, Police Department; Laurie Dillon, Budget Analyst; Diana Karrenberg, Community Affairs Manager; Greg Davis, Finance Director; Kevin Bergstrom, Public Services Deputy Director; Bill Knowles, Light Rail Enhancement Program; and Scott Crandall, Deputy Recorder. Councilmember Buhler presided at and conducted the meeting. The meeting was called to order at 5:32 p.m. AGENDA ITEMS #1. REPORT OF THE EXECUTIVE DIRECTOR, INCLUDING REVIEW OF COUNCIL INFORMATION ITEMS AND ANNOUNCEMENTS. View Attachment Cindy Gust-Jenson said Councilmember Christensen would conduct the formal meeting. She said Mayor Anderson presented a proclamation to an Olympic athlete and wanted to introduce him during the formal meeting. She said resolutions would be presented to Bill Knowles and the Community Coordination Team for their work on the Light Rail Enhancement Fund project. See file M 02-5 for announcements. #2. INTERVIEW JOY HARTMANN PRIOR TO CONSIDERATION OF HER APPOINTMENT TO THE HOUSING ADVISORY AND APPEALS BOARD. Ms. Hartmann said she was interested in housing issues and wanted to contribute to the City. Councilmember Turner asked about the Greenbacks Foundation. Ms. Hartmann said she worked for Greenback All-A-Dollar stores. She said the corporation had a private foundation which operated programs to assist single mothers. #3. RECEIVE A BRIEFING REGARDING THE MOUNTAIR ANNEXATION. View Attachment Janice Jardine, Doug Wheelwright, and Everett Joyce briefed the Council with the attached handout. Councilmember Buhler asked if the Council was accepting the petition or authorizing the annexation. Ms. Jardine said the action was to accept the petition. Councilmember Buhler asked when the issue would come back to the Council. Mr. Joyce said the proposal would be presented to the Planning Commission in June and there was a 60-day protest period which had to be met. Councilmember Christensen asked if there had been any negative responses. Mr. Joyce said some businesses on Highland Drive and 3300 South had expressed concerns. He said the properties did not have any setbacks and the owners were concerned about how the zoning would affect rebuilding. He said he felt the City could develop 02 - 1 PROCEEDINGS OF THE CITY COUNCIL OF SALT LAKE CITY, UTAH TUESDAY, MAY 7 , 2002 compatible zoning and the businesses would be notified. Councilmember Turner asked what infrastructure was needed to bring the annexed property up to City standards. Mr. Joyce said the Mountair Subdivision had curb and gutter. He said a large number of streets to the south had asphalt overlays without curb and gutter. He said preliminary responses from City departments indicated improvements would be handled through the Special Improvement District (SID) process. Councilmember Buhler asked about squaring the boundaries between 1300 East and Highland Drive along 3300 South. Mr. Joyce said the properties could not be added without additional signatures. Councilmember Buhler asked once the Council accepted the petition, could additional properties be added if the signatures were obtained. Mr. Joyce said he did not know. Council Members were in favor of the proposal. #4. RECEIVE A BRIEFING REGARDING A CONTRACT WITH AMERICORPS TO PROVIDE A COORDINATOR FOR THE YOUTH CITY AFTER SCHOOL AND SUMMER PROGRAM, LOCATED IN THE CENTRAL CITY COMMUNITY CENTER. View Attachment Janet Wolf and Michael Sears briefed the Council with the attached handout. Council Members were in favor of the proposal. #5. RECEIVE A BRIEFING REGARDING A LOAN AGREEMENT WITH BC DEVELOPMENT GROUP LLC FOR THE PURCHASE AND REHABILITATION OF THE WESTGATE APARTMENTS. View Attachment LuAnn Clark and Michael Sears briefed the Council with the attached handout. Mr. Sears said the property appraisal was within the required specification. Councilmember Christensen said the Advisory Board wanted the owners to meet with residents and asked if that had taken place. Ms. Clark said that would take place when the sale was finalized. Council Members were in favor of the proposal. #6. RECEIVE A BRIEFING REGARDING COMMERCIALLY RELATED SPECIAL EVENTS. View Attachment David Dobbins briefed the Council with the attached handout. Mr. Dobbins said the current ordinance did not have a time limit for the Administration to make a decision if someone wanted a free expression permit. He said the Attorney's Office recommended a 28-day limit. Councilmember Buhler said without the provision the City might be accused of being arbitrary and delaying the process. Mr. Dobbins said he understood someone had made that case and this would help solidify the City's position. Council Members were in favor of the proposal. #7. RECEIVE A BRIEFING REGARDING THE LIGHT RAIL ENHANCEMENT PROGRAM FOR LANDSCAPING AND COMPLETION OF FLETCHER COURT. View Attachment Russell Weeks and Bill Knowles briefed the Council with the attached handout. Councilmember Buhler asked if there was any money left over from the project. Mr. Knowles said there was approximately $15, 000. He said the money had to be spent or accounted for by July 1, 2002. Councilmember Christensen asked what the recommendation was for the remaining money. Mr. Knowles said at the present time there was no recommendation. Councilmember Christensen said he felt the money could be used to enhance the corridor. Mr. Knowles said he would pass on the suggestion. Councilmember Saxton asked about repairing sidewalk and road damage along 400 South 02 - 2 PROCEEDINGS OF THE CITY COUNCIL OF SALT LAKE CITY, UTAH TUESDAY, MAY 7 , 2002 and removing paint marks. Mr. Knowles said the contractor was required to complete all repairs. He said when the repairs were made the paint marks would be removed. Councilmember Saxton said she was concerned about bright lights along 400 South. Mr. Knowles said comments had been received from several residents. He said part of the brightness was due to new glass. He said the Transportation Department was considering solutions including the use of deflectors. #8. HOLD A DISCUSSION REGARDING ALLEY VACATIONS. View Attachment Janice Jardine briefed the Council with the attached handout. Council Members expressed concerns about alley maintenance. Councilmember Love asked if a resident did not want to share the maintenance costs, could some type of owners association be created. Ms. Gust-Jenson said State statues defined the process for special improvement districts. She said if the City could not use the State process, the Council could create an ordinance with similar requirements. She said property owners would be required to participate on an equal percentage basis. Councilmember Buhler said an ordinance needed to be in place so applications from residents could be processed. He said unresolved issues could be resolved later and the ordinance could be amended. Councilmember Jergensen said there were a few City streets which were similar to alleys. He asked if the ordinance could be expanded to include streets. Ms. Gust- Jenson said the previous Council made a decision to focus on alleys. She said staff could prepare some street language based on existing policy to present to the Council. Councilmember Buhler said a subcommittee could be created to address unresolved issues. Councilmember Saxton said the Council needed a list of specifics regarding streets before a subcommittee was established. Councilmember Buhler asked Councilmember Jergensen to meet with staff to explore the issue and bring the information back to the Council. Council Members were in favor of advancing the proposed ordinance. #9. DISCUSS A TENTATIVE SCHEDULE FOR THE BUDGET REVIEW PROCESS, AND DEPARTMENTAL BUDGET BRIEFINGS. View Attachment Michael Sears briefed the Council with the attached handout. Councilmember Buhler said he wanted to have the budget process completed by June 13, 2002. He asked Council Members to be available the fourth week of June in case additional meetings were needed. Councilmember Buhler said he wanted to look at each department's budget one time in order to get through the process. Council Members were in favor of the proposed schedule. Councilmember Buhler said in the past, staff arranged times for Council Members to meet during lunch to go into more depth on budget issues. He said if Council Members wanted, this would take place two or three times a week but attendance had to be limited to three or less. He said staff would provide a summary of the meetings for the entire Council. Council Members were in favor. Councilmember Buhler said other than one-time money, the Mayor' s budget proposal appeared to focus mainly on cuts. He said if Council Members did not like proposed cuts, it was appropriate to ask staff for other alternatives. He said if a Council Member requested an alternative, he or she needed to recommend a revenue source. Councilmember Saxton said she wanted staff to be thinking about places where one-time money could be moved into more flexible funds. Councilmember Lambert said he wanted more information on one-time funds. Ms. Gust- Jenson said staff would schedule discussions on sources and uses of one-time funds. 02 - 3 PROCEEDINGS OF THE CITY COUNCIL OF SALT LAKE CITY, UTAH TUESDAY, MAY 7 , 2002 Councilmember Lambert asked in the event the Council could not make a decision on a suggested one-time money expenditure, did a decision have to be made along with the regular budget or could the money be put in a reserve and allocated at a later date. Mr. Sears said the Council could make an appropriation to the general fund or another fund from which an allocation could be made at a later date. Discussion was held on the goals the Council wanted to use during the budget review process. Councilmember Saxton said Council Members needed to decide if they wanted to abide by guidelines specified in the handout. She said changes should be made now if Council Members were not in agreement. Councilmember Lambert said originally the Mayor wanted to use one-time money to meet the 9% capital improvement allocation. He said he understood that had changed and felt more discussion was needed. Mr. Sears said the Mayor now recommended augmenting the 9% with one-time funds for capital projects. Councilmember Jergensen said he was concerned about the no property tax increase policy. He said if fee increases were proposed that was the same as a tax increase and the Council needed to be clear on how that was explained to constituents. Councilmember Lambert asked about the rainy day fund. Mr. Sears said the law allowed between 5-18% of general fund revenue to be set aside for emergencies. He said the current balance was close to 12%. He said previous Councils wanted to maintain a minimum of 10%. The meeting adjourned at 8:18 p.m. sc 02 - 4 SALT' =.� MY CORPORATION: =�9- - __ _- _ e. �.r- - ROSS C. "ROCKY" ANDERSON COMMUNITY AND ECONOMIC DEVELOPMENT MAYOR COUNCIL TRANSMITTAL TO: Rocky Fluhart, Chief Administrative Officer Date: April 16, 2002 FROM: Margaret Hunt, CED Director (4)11.76C l6' I RE: Semi-annual report on Economic Development Corporation of Utah's activities. STAFF CONTACT: Margaret Hunt DOCUMENT TYPE: Written briefing DISCUSSION: The City Council has asked the Administration to provide a semi- annual update on the activities of the Economic Development Corporation of Utah (EDCU). Attached is a report, provided by EDCU, on its activities and accomplishments during calendar year 2001, and year-to-date for 2002. EDCU's Action Plan is also included. 451 SOUTH STATE STREET, ROOM 404, SALT LAKE CITY, UTAH 841 1 1 TELEPHONE: 801-535.6230 FAX: 801-535.6005 THE ECONOMIC DEVELOPMENT Bill Landels PaciliCorp-Utah Powei g' ;7 y g Chairman CORPORATION O F �.J T A H Chi stopher A Royhal President&CEO EXECUTIVE COMMITTEE April 4, 2002 R Don Cash Qnestar Corporation Ms.Margaret Hunt Past Chairman Director of Community&Economic Development Lows H Canister Salt Lake City Corporation Callister.Neheker.&McCullough 451 South State Street, Suite 404 A.Scott Anderson Ztnns Fnst National Bank Salt Lake City,UT 84111-3104 Vice Chair—Pnvate Sector Mayor Tom Dolan RE: Progress Report Sandy Cny Vice Chair—Public Sector Edwanl D Ekstrom Dear Ms. Hunt: Vspnng Secretary/I'reaaurer Per your request, we are providing information regarding The Economic Development Mayor Ross"Rocky"Anderson salt, "Rocky" Corporation of Utah's(EDCU's)programs and activities for the calendar year 2001 and year- Joseph R.Christopher to-date 2002. Also, attached is information outlining our specific action plan and core Washington County Economic functions. Development Conned Mayor Sandra Lloyd Margaret, if you need additional information or clarification of the data provided below, Riverton Ca please let me know. We value our partnership with Salt Lake City Corporation and look Mit}ror Charlie Roberts Tooele coy Corporation fonvard to continued success through the coming year. Mayor Jo Ann B.Seghmt Mt`valeCity I. Scope of Services. Attached is The EDCU's Action Plan. This document identifies The Mayor Daniel C.Snarr EDCU's Mission Statement and six supporting objectives. It is presented annually to the Murray City Board of Trustees, which includes representation from Salt Lake City, for input and comment Mayor Douglas E.Thompson prior to adoption by The EDCU Executive Committee and Board of Trustees. The same City of Logan protocol will be followed for the development of the FY02/03 Action Plan. (The Action Plan Mayor Clearld Wright West Vancy City details program activities in the areas of business attraction, retention, expansion and Mavot Nancy Workmanmarketing.) Salt Lake County Val R Anrctak II. Benefits. Following is a brief summary highlighting some of the professional services Parsons Ben1c S Latimer rendered to Salt Lake City Corporation during the calendar year 2001 and year-to-date 2002. Kent Gardner Total EDCU impacts are also provided for your review. The Boyer Company Robert A.Hatch Well,Fargo Bank Corporate Recruitment L.41ma Mansell Coldsveh Banker Residcnoal ♦ In 2001 and through the end of the first quarter of 2002, EDCU facilitated 14 corporate Btokeraue locations statewide representing 3,395 direct new jobs, real estate absorption of 834,000 John Pnce JP Realr,,Inc square feet, capital investment of$425.6 million and an annual payroll of$386.5 million. e Rig,, Seven of the 14 projects were located in Salt Lake City resulting in 1,555 direct jobs, real Robis Os,est estate absorption of 388,000 square feet, capital investment of $198.1 million,and an Ma\Fammair annual payroll of$57.6 million. These numbers represent projects at full build-out. tones,'.v'tido,Holbrook& McDonough cnarles E tohnson • CORPORATE RECRUITMENT ACTIVITY BY EDCU Utah Board of Resents President Berme Llachan 2001 noers,t'at`'ta`' Watkins Motor Lines—SLC Hanjin Shipping—SLC Lang,securities Comotatt'n Midwest Fasteners Jo n Snrheri,,na tote!Comorauon Verizon Wireless Fit ..,.gamsos 20 t South\lain Slrc.eL. Suite �010 Salt LaKe _IT` j_iah J-L1-1 L'SA I aO; r ,SO! 57,,-I-100 tan 'stVv\ ,l T-\t-I.0r-t- ..IL.peri'C VS7 JJl'/11C1'eaSe(1 J'((1711C(( i171'CJF/i;C?JT:iiic: 711c1 rT. ;t70 .iii .r _.gut STI AlphaGraphics,Inc.—SLC Cricket Communications—SLC Tosca—SLC Wells Dairy Spiegel/First Consumers Bank American Family Insurance Williams International 2002 (Q1) Siebel Systems—SLC Unisys*-SLC *Pending Announcement Existing Business Services • The EDCU provides a variety of consulting and referral/resource information to existing businesses. During 2001 and Q1 2002 the EDCU assisted/consulted with 40 Salt Lake City based companies. A total of 92 businesses have been assisted statewide. A variety of assistance was provided, including but not limited to: financing,job training,outreach marketing, business plan coordination, vendor/supplier information, labor data, etc. A complete list of companies assisted can be provided upon request. Total Research Inquiries • Responded to a record 1,483 total business inquiries during the 2001 calendar year. With three months left in the 2001-2002 fiscal year, 1,067 business inquiries have been responded to. The majority of inquiries requested information about Utah's economic activity and business climate, including the following: labor market analysis, the cost of doing business, real estate data, tax information, business incentive information,etc. Research Services for Salt Lake City Corporation • Responded to 281 requests for general information specific to Salt Lake City, including 28 of 34 operating cost models, and data including Salt Lake City taxes, demographics, wages. cost of living, etc. • 12 Site Selection Surveys have been completed on behalf of Salt Lake City. • Compiled information pertaining to the application process of reactivating Foreign Trade Zones for Salt Lake City Corporation in February 2002. ♦ Approximately 26 supplier/vendor searches were conducted for Salt Lake City businesses. Approximately 100 additional searches involved all of Salt Lake County and/or the Salt Lake City/Ogden MSA. Marketing and Communications The EDCU has assisted with 32 national and international articles during the past year. Of those articles, 20 featured Salt Lake City statistics or companies located in Salt Lake City. Included in the list of publications, is The Economist magazine, which participated in a media familiarization tour in March 2001. The EDCU coordinated a meeting with the magazine's U.S. Business Editor, Mr. Matthew Bishop, and Mayor Anderson, to discuss the city's downtown revitalization efforts and the 2002 Winter Olympic Games. Additional editorial content was included in publications such as the San Jose Mercury News, The New York Times, The LA Times, the Denver Post, The San Jose Business Journal, Business Facilities, Plants Sites and Parks and Entrepreneur magazines. Copies of these articles can be provided upon request. The EDCU has worked aggressively and professionally to promote business investment and quality job growth in Utah and in Salt Lake City. We look forward to our continued partnership with Salt Lake City and would be pleased to respond to any questions. Sincerely, Christopher A. Roybal President and Chief Executive Officer Attachment cc: Mr. David Dobbins,Deputy Director, Community and Economic Development CAR/sm h-'a3"R"S {'St S-'F`S�S`sRn{ q �_ 1 ' pw tti , k�:{ y-{�. P z v'r:N • -S fj tr,, , - t't3 „_,- , .. , 4 ..4-,, . ..„,,4,....44 _ 4 , ... _ _, , : ,,„; ,_ �'`` THE ECONOMIC DEVELOPMENT 4 .,.. -,.. , , gg�'y r l� 6 COIZP OI� AT I ON OF UTAIH t� ; i f! 2001 -2002. , . , ., . ,4 . ,, , ..- yn } Action Plan 3 i ,- r J i' ' `: f _,- ;: t , .mot r 4 f f£ ,r h% x 4 ! S f 3• : "j iy 1f 1 C :. ?i r a _ • ",• : r -{ s ': r l 1 1 v- say t 201 South Main Street, Suite 2010 Salt Lake City, Utah 84111 s` : (801) 328-8824 • FAX (801) 531-1460 ` Toll Free (800) 574-8824 www.edcUTAH.org Y ; #.FV---.}.7,3•s N.E. R :d LEGEND The 2001-2002 Action Plan of The Economic Development Corporation of Utah (EDCU), represents the goals and programs approved by the Board of Trustees for action during this fiscal year. The mission of The EDCU is supported by six objectives. This document identifies the specific tactics in support of these objectives. Each tactic has a code identifying which EDCU department has lead responsibility, support responsibilities, and a due date. The following is a legend to assist with interpreting the code. EB Existing Business CR Corporate Recruitment M Marketing AS Administrative Services R Research Example: (AS: CR, M - July) TABLE OF CONTENTS Le`end/Table of Contents 1 Objective 1 2 Objective ' 5 Objective 3 6 Objective 4 8 Objective 5 10 Objective 6 11 1 EDCU 2001-2002 Action Plan STRATEGY: Maintain a national site relocation consultant contact/awareness program. Tactic: Enhance ongoing communications targeted toward site relocation consultants to include updates/contacts by phone, mail, and in person. (CR: M -Ongoing) Tactic: Continue a national non-traditional site relocation consultant contact/outreach initiative for accountants, investment firms, engineers, commercial real estate brokers, venture capitalists, etc. (CR: R,M- Ongoing) STRATEGY: Identify and locate capital investment and quality job growth opportunities from Silicon Valley. Tactic: Conduct a minimum of eight marketing trips to interface with Silicon Valley business representatives. (CR: M -July,Sept.,Nov.,Jan.,March,May,) Tactic: Conduct a minimum of eight mailings to Silicon Valley decision-makers. (CR: -Ongoing) Tactic: Continue the task force to create a technology recruitment coordinating initiative. (CR: - Ongoing) Tactic: Develop a strategy for assisting Utah technology start-up companies as they grow and develop. (EB: CR,Ongoing) Tactic: Continue working with the Governor's office on a program to encourage Silicon Valley companies to actively consider Utah for their corporate expansions. (CR: Ongoing) Tactic: Develop an initiative to involve private and public sector investors in efforts to assist the State with its corporate recruitment activities that relate to the Olympic Winter Games. (CR: Ongoing) STRATEGY: Develop initiatives to involve private and public sector investors in corporate recruitment activities related to the Olympic Winter Games. Tactic: Position EDCU as a business information source for both news media and Olympic visitors through new EDCU publications and participation in SLOC and state-sponsored media centers and publications. (AS: All Departments—Ongoing) 3 CR-Corporate Recruitment,EB-Existing Business.M-Marketing.R•Research.AS•Administrative Services EDCU 2001-2002 Action Plan OBJECTIVE 2 To create and/or enhance a positive image of Utah as a location for business investment among regional, national, and international corporate decision makers. STRATEGY:Serve as a catalyst for positive editorial placements. Tactic: Conduct individual and group FAM (Familiarization)Tours for national and international writers, and others where appropriate. (NI: -Ongoing) Tactic: Continue on-going contact with former FAM Tour participants to maximize editorial placement opportunities. (NI: -Ongoing) Tactic: Utilize EDCU investors, clients,and partners to identify and submit positive editorial stories/articles, for national, regional and in-state editorial placement, as an enhancement to investors and/or EDCU initiatives. (NI: All Departments-Ongoing) Tactic: Maintain and utilize database of national and international writers to maximize and target for economic development story placement,etc. (NI: - Ongoing) Tactic: Effectively utilized editorial placement as a recruitment tool. (M: CR -Ongoing) STRATEGY: Participate in appropriate national and regional meetings to promote awareness of the state of Utah. Tactic: Participate in national and regional meetings to enhance Utah visibility through key speaking engagements, panels, etc. (i.e., International Economic Development Council, IDRC,etc.). (CR: - Ongoing) Tactic: Participate in national/regional meetings that maximize contact with key site location consultants (IDRC, Expansion Management. NACORE,NAID, national and regional real estate symposiums, etc.). (CR: -Ongoing) 5 CR.Corporate Recruitment.EB-Existing Business.M-Marketing.R-Research.AS-Administrative Services EDCU 2001-2002 Action Plan STRATEGY:Promote job creation and capital investment through the promotion of increased utilization of The EDCU's programs and services. Tactic: Utilize all EDCU business contact initiatives as a forum to promote in-state purchasing, through the Supplier Linkage Program. (All Departments: -Ongoing) Tactic: Update supplier database and delivery system. (R: M,EB -July) Tactic: Interact with, and refer where appropriate, local international trade resource partners including, the U.S. & Foreign Commercial Service, World Trade Association, Small Business Administration, Utah Department of Community and Economic Development International Program,chambers of commerce, VITA,ULSA,and the Mexico-Utah Business Council. (EB: - Ongoing) Tactic: Provide, on a contracted basis,service to appropriate economic development partners. (R: - Ongoing) Tactic: Continue to update and redefine contracts with economic development partners. (All Departments: - Ongoing) 7 CR-Corporate Recruitment.EB-Existing Business.M-Marketing.R-Research.AS-Administrative Services EDCU 2001-2002 Action Plan Tactic: Continue a task force to focus on investor services, future investor needs, and investor — programming. (AS: -Ongoing) STRATEGY:Ensure viability of marketing program/materials. Tactic: Continually assess effectiveness of marketing materials,and enhance or eliminate, as appropriate. (NI: All Departments- Ongoing) Tactic: Assess effectiveness of existing marketing themes. Identify, as appropriate, non-traditional methodologies. (NI: All Departments-Jan.) 9 CR•Corporate Recruitment.EB-Existing Business.M-Marketing.R-R'rch.AS-Administrative Services EDCU 2001-2002 Action Plan OBJECTIVE 6 To enhance and efficiently utilize investor resources in the retention and recruitment of quality jobs and capital investment. STRATEGY:Develop a strategy for financial support of current and future initiatives for the organization. Tactic: Continue targeted"outreach efforts"to obtain financial support for EDCU initiatives. (AS: -Ongoing) Tactic: Continue a volunteer fundraising initiative. (AS: -July) Tactic: Place at least one advertisement promoting EDCU investors targeted at revenue generation. (M: AS-July/TBD) Tactic: Continue promotion of public sector investment from rural communities. (AS: Ongoing) STRATEGY: Assess potential of non-investor revenue generation. Tactic: Refine and implement Utah Major Employers Guide sales and distribution plan. (M: -January) Tactic: Seek additional opportunities to sell and distribute other economic development information. (AS: -November) STRATEGY: Provide forums to enhance awareness report results and generate participation in EDCU programming. Tactic: Conduct a minimum of three (3) Investor Updates and the Annual Meeting. (AS: All Departments -Subject to change) Tactic: Provide monthly updates to EDCU investors, via EDCU Economic Review, Action Plan updates. etc. (!I: -Monthly) Tactic: Conduct regular New Investor Orientations. (AS: -Monthly) it CR-Corporate Recruitment.EB-Existing Business.M-Marketing.R-Research.AS-Administrative Services SALT LAKE CITY COUNCIL STAFF REPORT DATE: May 3, 2002 SUBJECT: Petition No. 400-01-07—Mountair Annexation request 3000 South to 3300 South and 1100 East to 1700 East(Imperial Street) STAFF REPORT BY: Janice Jardine, Land Use and Policy Analyst Document Budget-Related Facts Policy-Related Facts Miscellaneous Type Facts Resolution The Administration projects a slightly The proposal is presented The Administration positive budget impact. Please see the in compliance with State has clearly stated the Administration's Preliminary Fiscal Code. positive aspects of Impact Analysis for details. the proposal. • Total Annual Cost: $633,265 • Total Annual Revenue: $661,940 • Net difference: $28,675 OPTIONS AND MOTIONS: 1. ["I move that the Council"] Adopt a resolution accepting Petition No.400-01-07 requesting annexation of approximately 118.49 acres of land located between 3000 South to 3300 South and 1100 East to 1700 East(Imperial Street)and refer the petition to the Planning Commission and Administration for further analysis and zoning recommendation. 2. ["I move that the Council"] Not adopt a resolution accepting Petition No.400-01-07 requesting annexation of approximately 118.49 acres of land located between 3000 South to 3300 South and 1100 East to 1700 East(Imperial Street). KEY ELEMENTS: 1. The proposed annexation area is adjacent to and east of the Brickyard Plaza(please refer to the attached map for clarification). Major points noted by the Administration include: a. The annexation area includes 528 residential lots with 563 dwelling units and 43 commercial lots with 29 commercial structures. b. The petition appears to comply with annexation criteria established by State Code: • The property is contiguous to the current City boundary. • The petition has been signed by a majority of property owners representing over 1/3 of the assessed valuation listed on current County Assessment rolls. • The area is included in the City's annexation policy declaration. 1 2. A resolution has been prepared in accordance with State law relating to annexation petitions. The resolution has been submitted for Council consideration to accept or deny the annexation petition and forward to the Administration and Planning Commission for further study. The resolution states that adoption has no binding effect on the Council to approve annexation, to vest the petitioners with development rights or for the City to provide any municipal services. In addition, in keeping with Council policy,the Resolution directs the Planning Commission to consider: a. City Council growth policies b. Applicable City master plans c. The zoning of comparable areas d. Requirements of the City's existing and proposed site development ordinance e. Any additional requirements of the City Public Utilities Department and City Transportation Division 3. A formal recommendation from the Planning Commission will be forwarded at a future date through the Administration's transmittal process. A formal public hearing before the City Council will be scheduled at a future date to receive comments,consider information from the Administration and make a final decision to approve or deny the annexation request and zone the property consistent with City zoning classifications. MASTER PLAN AND POLICY CONSIDERATIONS: 1. The Sugar House Master Plan reiterates the City's annexation policy in relation to areas contiguous to Sugar House. The Plan notes that annexation would produce long-term benefits for County residents annexed into the City through improved levels of municipal services and a net reduction in the cost of water service. The following policy statements are included in the master plan: a. Encourage the annexation of designated areas as a whole rather than in small pieces to provide coordinate land use development policies and comprehensive municipal services. b. Establish new community planning districts for areas annexed into the City south of the existing Sugar House community planning boundary. 2. State Code 10-2-403 regarding annexation requires that boundaries for annexation be drawn in the following manner: a. To eliminate islands and peninsulas of territory that is not receiving municipal-type services; b. To facilitate the consolidation of overlapping functions of local government; c. To promote the efficient delivery of services; and d. To encourage the equitable distribution of community resources and obligations. 3. The Council's adopted growth policy states: It is the policy of the Salt Lake City Council that growth in Salt Lake City will be deemed the most desirable if it meets the following criteria: a. Is aesthetically pleasing; b. Contributes to a livable community environment; c. Yields no negative net fiscal impact unless an overriding public purpose is served;and d. Forestalls negative impacts associated with inactivity. 2 4. Council staff has attached a synopsis of City annexation policies prepared for the Council's Annexation subcommittee. The synopsis includes a summary of: • The City's 1979 Annexation Policy Declaration • City Resolution No. 34 of 2000-Reaffirmation of 1979 Master Annexation Policy Declaration, and Declaration of Intent to annex areas served by the City's water system in the unincorporated Salt Lake County • Resolution 20 of 1982-Water Service provided outside the City limits • Existing Community Master Plans Annexation Policies • The 1999 Salt Lake County Feasibility Scenarios Report • 1999 Salt Lake City Wall to Wall Cities Study • 2000 Salt Lake City Wall to Wall Cities Annexation Study CHRONOLOGY: March 20,2001 —Received in the City Recorder's office cc: David Nimkin,Rocky Fluhart,D.J.Baxter,Roger Cutler,LeRoy Hooton,Margaret Hunt,David Dobbins, Lynn Pace,Max Peterson,Tim Harpst, Stephen Goldsmith,Brent Wilde,Doug Wheelwright,Cheri Coffey, Everett Joyce,Michael Sears,Jan Aramaki,Barry Esham File Location: Community and Economic Development Dept.,Planning Division,Annexation—3000 South to 3300 South and 1100 East to 1700 East(Imperial Street)/Mountair Annexation 3 ; . ; ; , 7 ____ .7,,,,,\)<‘-_-_,\ \, ,.._ , , , - -d \ . -:1:4,-._ , \ ; ; „ , ; 7 ' . )0,,b,„:, _ . .. ., ,,_, . ....: - - 7' \\ ' 'AIRE 8§ --.:- : 2 :: :._.;.•":1::.:::-.1.:"':', i ' firPast1 / i „,,L, E__ . ..,.. , ,, : _ )-1 .• z I „.....-x:...: , ii , , _ . „ .\ , . .....,..„.••, . . •,.. •.,z,r=.1,„,.... .:rv< , „ 1 ) ;.•...,„:::..r.:::;.,.,:lz.17.,,. .,:::_.:::::::..":.., 44I R. ///<\ --- -.'.'''- ' - -.-2::::,---;1;:.: 4 , . 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Synopsis- 1979 Salt Lake City Master Annexati n Policy Declaration • 1979 State Legislature House Bill No. 61 required municipalities anticipating annexation to adopt an annexation policy declaration • Master Annexation Policy Declaration o Citywide master annexation policy declaration and proposed future boundaries map o Study areas: • West Airport • North Redwood Road • Magna • Emigration Canyon • Brickyard Area • Parley's • East Milicreek • Holladay—Olympus • Holladay—Cottonwood • West Valley o Individual study area sections include: • Geographical boundary description for each study area • Land use and socio-economic characteristics • Estimate of assessed property values • Comparison of costs of government services • Water, sewer, fire, and police • Planning and zoning • Refuse and garbage collection and disposal • Streets and highways Synopsis- City Resolution No. 34 of 2000 • Reaffirmation of 1979 Master Annexation Policy Declaration, and • Declaration of Intent to annex the areas served by the City's water system in the unincorporated Salt Lake County • City's Public Utilities Department since the 1920's has provided culinary water service to the eastern unincorporated portion of Salt Lake County • Service is provided to approximately 30,500 water accounts • Salt Lake County's tax base has been reduced through annexations and incorporations, including Taylorsville and Holladay, requiring an increase in County taxes • In 1979, Salt Lake City prepared a Master Annexation Policy Declaration that included the intent to annex the portion of Salt Lake County served by the City's water system • In 2000, the Salt Lake City Council commissioned an independent study that conclud d: o Annexation would produce long-term benefits for County residents if annexed into the City through: • Improved levels of water service • A net reduction in the cost of water service o Annexation would not significantly increase water rates currently paid by City residents • Annexation would provide Salt Lake City with benefits including: o Relieve of potential conflicts between jurisdictions relating to: • Service levels • Water rates • Watershed protection • Planning and zoning issues • Expressed the City's interest and willingness to: o Enter into discussions with Salt Lake County and State of Utah representatives, residents, property owners, and other elected representatives o Explore the feasibility, desirability and potential for annexation implementation Water Service provide outside the City limits • Resolution 20 of 1982 (adopted February 2, 1982) o Formalized policy for providing water service to development outside the City limits • Requires annexation in order to receive City water services or • Provide an agreement to annex when annexation becomes possible Annexation Policy—Existing Community Master Plans • Sugar House o Salt Lake City encourages the annexation of areas between its boundary and 3900 South Street as a whole rather than in small pieces, to provide coordinated land use development policies and comprehensive municipal services. • East Bench o Preserve the present unique beauty, environmental habitat, recreational use, and accessibility of the Wasatch foothills, and ensure city control over foothill development in the East Bench Community. o To maintain control over foothill development, the city should: • Amend its Annexation Policy Declaration to encompass the privately owned East Bench foothills as the means to having control over future developm nt proposals. • Restrict urban development beyond the one-half-mile area, to encompass all of the privately owned foothill property. This could be accomplished through an interlocal agreement, under the State Interlocal Cooperation Act. • Seek an official agreement of resolution with the county to ensure that smaller residential developments will also be referred to the city for annexation and development approval. Annexation should even be required for a single-family home. The city should refuse to provide water or sew r services to accommodate development outside city boundaries. • Arcadia Heights, Benchmark, & H Rock Small Area Plan o It should continue to be the City's policy that municipal water and sewer service will not be provided to new developments unless they are located within the City limits. 2 • Jordan River—Airport Area Small Area Plan (short range) o Facilitate Salt Lake City's Annexation of County land area west and north to the Great Salt Lake. o Annex lands west of and north toward the Great Salt Lake from Salt Lake County, and zone appropriately according to land uses identified in the Plan Synopsis- 1999 Salt Lake County Feasibility Scenarios Report • Nesbitt Planning and Management, Inc. presented to the Salt Lake County Council of Governments on December 8, 1999 "A Reconnaissance of Potential Annexations and Incorporations Facing Salt Lake County, Salt Lake County Feasibility Scenarios". This study attempted to define the cumulative impact on revenues and service delivery across Salt Lake County. • The study considered 28 scenarios for 10 unincorporated communities. The study pres nts the information gathered in three main areas; Base Fiscal Parameters, Revenues and Costs, and Remainders Analysis. • For whatever reason, when the study projected the cumulative impacts upon the tax bases and revenues of the County and the annexing Cities and discussed the challenges of potential overhead increases for the County with declining service delivery demand, it failed to address the impact to Salt Lake City. • It was for this reason that the Administration of Salt Lake City at the time of the study, asked City staff to review the study and using the same methodology present to the Administration the impact of the various annexation and incorporation scenarios that are outlined in the Council of Governments commissioned study. • The resulting study was titled "Wall to Wall Cities" Synopsis- 1999 Salt Lake City Wall to Wall Cities Study • Salt Lake City Budget and Policy staff prepared a "Wall to Wall Cities" study at the same time the City was supplying information for Council of Governments commissioned Feasibility Scenario or Wall-to-Wall Annexation Study. The City staff reviewed the history of annexation issues within the City and provided the following information in the Original Study section of the report. "Holladay, Salt Lake Commissioner Callaghan's efforts to have the State implement legislation to facilitate wall to wall cities], some of the cities surrounding the unincorporated area are beginning to propose extending their boundaries, potentially, into Salt Lake City's annexation declaration boundaries. In 1979, Salt Lake City created its' Master Annexation Policy Declaration which states that Salt Lake City would annex the area containing its water distribution system. The attached map highlights in yellow Salt Lake City's water distribution area. As you can se from th map, th proposed annexation ar a for Salt Lake 3 City would xtend Salt Lake City's current southern boundary out to Creek Road and would go as far west as 1300 East. In 1982, the City Council passed a resolution reaffirming the City's Master Annexation Policy Declaration. The wall-to-wall city initiative will have a significant impact on Salt Lake City. Salt Lake City has several concerns regarding this initiative. One major concern revolves around Salt Lake City's water, and its'water distribution network." • The report goes on to state what the different components of the study are and what will be the impact of any annexation plans on the City. The staff chose 4 logical boundaries to divide the potential annexation areas. The only areas discussed in this plan are along the east bench of the Salt Lake Valley. The western potential annexation areas were not dealt with in this report. • City staff used Property Tax, Sales Tax, Sales Tax Distribution, and Franchise Tax, to figure Revenue in this area. Services that are contained in Enterprise Funds were not included into the calculation of revenue as it is expected that the services would pay for themselves. The staff then attempted to quantify costs in each of the four service areas as best possible. • The Administration presented to the City Council in 1999 the results of their study. At that time the Council thought it best to bring in an outside consultant to review the work of th staff and help guide them as they reviewed what course the City should take. City staff lent their expertise to the consultant and assisted in gathering and reviewing information as needed. The resulting consultant study presented essentially the same findings as that of the City staff. Synopsis-2000 Salt Lake City Wall to Wall Cities Annexation Study • The consulting firm of Rick Giardina &Associates, Inc. in association with BBC Research & Consulting submitted a final report to the Salt Lake City Council in June of 2000. The study incorporated the efforts and expertise of many City staff. The study kept the same annexation study areas as the City staff report. The consultant did not review those areas on the west side of the Salt Lake Valley. • The study reviewed all potential sources of revenue and expenses. The study took into account what would be needed within the different areas to conform to current servic levels, both public safety and physical infrastructure. The consultant reviewed what capital needs each of the areas had and what the cost of each area would be if the City were to purchase existing County assets, purchase new assets, or rely on current equipment in th City to provide services. • The end result of the study indicated that even with the massive capital needs of the area the City would be economically ahead if Salt Lake City were to annex all or part of the ar a to City Creek Road. 4 • As follow-up to this study the Council adopted a resolution in year 2000 that reaffirmed the City's intent to annex those communities served by the City's water and water distribution area. Additional Information • Other Cities such as Murray, Midvale, West Valley City and Holladay have completed consultant and in house studies that identify potential areas of annexation. Some encroach on the boundaries listed in the 1979 Master Annexation Policy Declaration. Of particular note is the annexation studies of Murray and Sandy which advocated annexation to the east of their present boundaries, and the incorporation of Holladay that incorporated a significant portion of the unincorporated area along the east bench of the Salt Lake Valley. Of particular note is that the boundaries of Holladay City do not correspond with their wat r district boundaries. 5 I-Pkr fMI? MARGARET HUNT SALT G TYy GORPORA 'LO ; ROSS C. "ROCKY" ANDERSON DIRECTOR COMMUNITY AND ECONOMIC DEVELOPMENT MAYOR COUNCIL TRANSMITTAL O, TO: Rocky Fluhart, Chief Administrative Officer DATE: April 23, 2002 FROM: Margaret Hunt, Community and Economic Development DirectorU'Z� �n�"� 4`" RE: Petition 400-01-07: Mountair Annexation STAFF CONTACT: Everett Joyce, Planning Division 535-7930 DOCUMENT TYPE: A resolution accepting a petition for study of annexation for expansion of the City municipal limits of approximately 118.49 acres of land. The annexation petition area is located between 3000 South and 3300 South, between 1100 East and 1700 East (Imperial Street). The petition filed by Jim Barnett and Mady Meir, represents 343 property owners who have signed the petition for annexation out of a total of 577 property owners in the proposed annexation area. The proposed annexation area lies within the Brickyard and Parleys study areas of the Master Annexation Policy Declaration for Salt Lake City. BUDGET IMPACT: The resolution is only for the purposes of considering annexation. A preliminary fiscal impact analysis is included in this transmittal. The preliminary impact analysis estimates annual revenue sources exceeding costs of services by$28,000. This estimate may change upon further detailed analysis in the annexation study to be accomplished if the Resolution for annexation is accepted. DISCUSSION: The first step in the annexation process is for the City Council to either accept or deny a resolution for annexation. If accepted, the City Recorder will certify the petition and a notice will be published describing the petition and indicating that the City may annex the subject property if no protest is filed within the statutory protest period of 60 days. The Planning Commission will also hold a public hearing to evaluate the annexation area and make a recommendation on the appropriate zoning for the property if it is annexed. The petition appears to meet all of the criteria for annexation in that it is contiguous to the current City boundary, that the petition has been signed by over a majority of real property owners representing over one-third of the assessed valuation as listed in the current County Assessment rolls, and that the area is included in the City's annexation policy declaration. Relevant Ordinance(s). Section 10-2 Part 4 of the Utah Code, which outlines the process for annexation. 451 SOUTH STATE STREET, ROOM 404, SALT LAKE CITY, UTAH 841 1 1 TELEPHONE: B01-535-6230 FAX: 801-535-6005 ®r.ccrceo rnPca Table of Contents Chronology Annexation petition Preliminary fiscal impact analysis Annexation plat Vicinity map Resolution accepting the annexation Chronology Chronology 2/16/2001 Mountair annexation petition received from James Barnett and Madeline Meier, residents of Mountair Subdivision. 3/20/2001 The Salt Lake County Clerk was notified that the Salt Lake City Recorders Office received the annexation petition. 3/28/2001 The annexation area originally included 577 lots. Staff is verifying signatures and determining if the petition meets the criteria for annexation. 4/3/2001 The annexation area amended to include the area east of Highland Drive. 4/16/2001 Amended petition transmitted to the City Recorder. 4/17/2001 Notice cent to Salt Lake County Clerk regarding amendment of the annexation petition to include Elgin Avenue area. 5/8/2001 Met with Council Member Keith Christensen. He requested that we complete a fiscal impact analysis and contact the Salt Lake City and Granite School Districts before forwarding this petition to the Council. 9/20/01 Petitioners met with Granite School District superintendent and school boundary staff member to discuss annexation request to Salt Lake City. 11/5/2001 Petition now meets the annexation criteria. Petitions have been received from property owners representing a majority (50.15%) of private land within the proposed annexation area and over one third of assessed valuation (±56%). 12/12/2001 Requested from the City surveyor the creation of an annexation plat. 12/27/2001 Street boundary locations for the annexation plat coordinated with City Engineering and determined. 1/8/2002 Additional signatures submitted to the City by the petitioner. 3/4/2002 Received an updated resolution from the attorney's office to reflect the amended annexation area. 3/26/2002 Received the annexation plat from City surveyor. Annexation Petition , �t 1 t' FOR OFFICE JSE ONLY " .�. `..,_ Petition Petition No.Annexation P ' ' 4700 -0E-07 - A im Planning Salt Lake City, Utah Review by -E. Date Address/Location of Subject Property 3Q/0 So-I fQ 33ob 14: I , ¢0 17ay 7 ..;.,1 69 Primary Sponsor 3l,r, garnc Phone o/- Slc- 3233 w-314- SS( Address /i 2 7 E 317 S S. SL- 44- 1110¢ FAX tf 27/- 363- CS'2 Alternate Sponsor fit q,ty ,/14;tr, Phone p/- t4gS-3/o/ Address 144q. F 3o4S' S. SL`,, yr (b /06 FAX # Please provide the following information. (Use backs application or additional sheets,r necessay) Is the subject property contiguous to the current boundaries of Salt Lake City'? yea What is the current use of the property? gds,'h,/1, / w.`A s o,,,¢ ,,,,/t•-si Gv"rm aaw a1 5v1, v What services are currently being provided by another municipality,lt county, or special district? // �'//f S Ql� L.•�P G.�„/4 - �fi Y_ ,_ i V u Y (i V!S1-✓ r/f Oti S ci'r e'/ Aloe wtty/! �4G Please indentify any l gal or factual barriers that would affect the probability of the subject propertypr !/ being annexed to Salt Lake City. Ale- The following item should be included withn this form: 1. Complete the attached "Petition for Annexation into the Corporate Limits of Salt Lake City. Utah". 2. Four copies of the Annexation Plat, including boundary description, of the property proposed for annexation. The Annexation Plat shall be prepared by a licensed Land Surveyor. 3. Current property plat(s) for the prposed annexation area. Plats may be obtained from the Salt Lake County Recorder's Office, 2001 South State Street, north building. 4. The names and addresses of all property owners within 300 feet of the subject property, exclusive of intervening streets and alleys. The name, address, and tax parcel number of each property owner shall be typed on adhesive mailing labels. Please inlcude all petitioners and the appropriate Community Coucil Chairperson. Names and addresses may be obtained from the County Redcorder's Office. 5. A postage fee of $.33 per address is required to cover the cost of public notification. 6. if development is proposed, please include plans for the proposed development. File the complete application with: Salt Lake City Recorder, 451 South State Street, Room 415. Please Note: On the date this petition is filed with Salt Lake City, a copy of the Annexation Petition and Annexation Plat must also be filed with the Salt Lake County Clerk, 2001 South State Street, Suite S-1100, Salt Lake City, Utah. RECEIVED FEB 16 2001 Received on this oat Lake City Recorder CIT�t�m�CORDER _v, a( .etr q 4 4-g14.17 OWNERSHIP RECORD Mountair Annexation 2/5/2002 Total Number of Lots: 577 lots Total Private Land: 118.49 acres (excludes street r.o.w.and other public land) Total Assessed Valuation on 2/16/2001 $91,873,410 Number of Petitions Received: 343 59.45% Private land area represented 59.92 acres 50.57% Valuation represented: $50,271,620 54.72% Petitions received Parcel# Owner(s) Acreage Assessed Value 16-28-155-003 Ronald R.Gonzales 0.17 $139,700 16=28-155-004 _ , Linda 0.•Crouthatnel 0:18 $148,900 16-28-155.00$ :_ Kathy D.Nelson =: 0.18 $131,300 16-28-155-006 Daniel P.Gill 0.18 $162,000 16-28-155-007_ Edris&Lee L."Jespersen- 0.18- - $138,000 16-28-155-.008 'Danielle Denne. 0.18 $135,400 16-28-155-009 Gerald L.&Mary C.Thompson 0.18 $148,300 16-28-155-01 , -; - "Alene P.Lainoreaux 0.18 $139,300 16728-155=001,1 -• Dennis H.&Linda-L.Anderson,Trs, " 0.18 $129,200 16-28-155-012! :-:`` Lisa Rindlisbacher -" 0.18 $139,600 16-28-155-013 Gary T.&Joy R.Higham 0.18 $145,100 16-28-155-014 Hilbrand S.&Alice M.Nak 0.18 $128,300 16-28-155-015 Gary W. &Bonnie B.Gray 0.18 $168,400 16-28-155 016 Monica&R Brett'Itobbiras- 0.18 . . $133,100 16-28-155-017 F Julia A.&Judy Sanders, 9.18 $156,700 • 16-28-155-018` Thomas J-as ui&Katherine Melinda Buxton - 0,18- -$147,100 • 16-28-155-019 Gladys M.Hansen,TR 0.18 $150,200 I6 28 155 020= :=, ,"Biyan P.&Natalee ' Eiistrup_ - $148,800 - 16 TliO s-R.&D.J.Grover 0,0 �_ $13.7,7011,='- 16=-28.155-0221 - - Matthew E.&Clarence E.:Scott,TC 16=28-155-023 , Janet L;Striefcl- - - 0,18- $"133,500:. 16-28-156-001 Jack H.Bowman,TR 0.31 $5,600 16-28-157-00 °. z--:. Irene :; ell-_ ; ;21: . , ,, $33,500 10845770,02 002 Sha9rie E:&"KristinA:Durf'ee - Q.12 ." $125,500 16 Larry.-A &€3ettrud T.Lockwood '0:12; , 16-2S-157-004='> 'x=:: ` Mildred'=141;C Ifiddlc;&Bl tty'A:'I :Henderson" - . - 0:14 $14600 16 2ff 157 OQS-;,,; arrH&V r iiva B:Peterseni: : . - 0.18, $1.6T 2Q0 Sean 1).&Marci t7,Goebel;IT- - Qw19_°,.` $136,700- . . 16 28 157 007 .. :, lee°Alin"McConnell;: Q:2 =v t.. . $16¢,200 G1an1 H.&Path cia B;Madsen,`JT f?:21= ;$160 200 Michi el „8;-V ginia.G Siive,JT" ' - • 16-=28-157-010, ',: ' :;." Gttrjnai :8c;Al°ls Fa ninisto,Trs- . ".0.2 $132,50- 16=28-157704; - Ralph]) &Y; [tisr`I+11 Strong " - Q:1.1 $133,40,41;-. if 2 =157 012": ry :Carol B.-Garcln r;,Ti >�:�; - _ - - 0:14: $1 ,60Q_ - Mountair Annex Parcel list Page 1 16-28-157-013 Gregory M.P.&Hollie D.Fortney 0.15 $127,000 16-28-157-014 • . - HaroldC.Ciaistensen . - , , 0:18 $144,500 16-28-157-015 - : . Aileen Harris,-Joan.&Barry Biediger " - 0.2 - , $136,000' 16.28-157-0,16- "-, Alan D,&Kristen D:Vincent- , 0.23, $144,800 16-28-157-017 Robert A.Christenson 0.19 $134,100 16-28,157-018, ' -.... -. George-H.WhitleY.Jr_ i.: . 0:24 ' $139,600 16-28-157-019. '_ _„I Grant 1.:.-&,Selina"C.,Miller,- --''',-.,- 042,' $151,800 16-28-158,-;001 . - , -Dan.R',-84-Cheryl L.Reid,'i ' .„ , 0122 $154,900 16-28-1581002'-' - --; Audrey Beams . '' 0.16- $140,900 16-28-158-003 Jean M.Anderson,Tr 0.15 $135,500 16-28-158-004 Allen R.Thiede&Judith T.Brewster 0.17 $132,400 16-28-158-005-, " Francis R.&,/viable-G.Hughes - - ... " - 0:14- $148:800 16-28-15,8-006:„-/ • -"-- Larry y.&Zen-5i Sta,teri,TC - ,.- ". 0.14 $123,100 16-28-158,007 ," ,''' Joseph-R.,&Donna I.Beesley,IT , 0.14 $151,900 . 16-28-158-008 -' " Wayne J.Hauls : " . 0.14 , $144,900 16-28-158-009 Susan T.Mark&Brian K.Lunde 0.14 $158,200 16-28,158-Q10, ' ' Ellen B.Rose141a, , : ,, . , .. 0.14,„ - $150,700 16-28-158-011,- = - Matthew C."&,Leshe F.Morton;JT - .- " _ , " '0.14 ' $150,100 16-284158,012 `-' ' , - Rob Sogard Rt Carol Bunker - . ' - '., ' "--,0.14 $142,709 16-28-158-013 Betty W.Smith&Donna S.Morgan 0.14 $128,500 16-28-158-014 - - -'- . Yvette K.&Ndellc E,Coiiii:erse,Yr 1,, ;,; .,. 0.14 . $138,100 16-28-158-015,: - '. Eric&Steckel . -,_-, „0.14 ' - $128,500 S; Steckel William G.Gibbs 0.14 $124,500 16-282158-017; -,-,„ -' CherytG.fredriekgon- -.-',-,'--' --'. $143,800. 16-284510181 - ' '-, - Lois Green&Nancy :Lang ,, ", - - '-." ' '. ,,,,,:, :0.14 _ ", '$128,700, 16-2058419-: :-..' .,": James 1...-&Lisa.0.'Barnett:.7 :::; -i - --,_,: .,,- I , -- _ -,. :-•;.;-',--1 0.14 , - - ' -, - $136,900 . 16-28-458,020'''.' -,.:' Margo-"K.Adai 4$91„1.;,1, -''. -.- .'...: , '"-,",..' , „- - '- i..T'i-r - 0.14.. _ -$160,100 16,28458-421 -,",,, 5"="=:":,: cherYLL.,Anderson -',", ." I"--' `-4--"- ".-:. "1 , --. --, :'-„0:14, --„, - ',,,-$150,500 16-2K-11",58,02 --'2::r''''' '1'` Weliard:'!--84Matt lb-Aelirder' --."' ." , -,'''-,: ,'' '.'„."' - '""0.14' '-""- ':7.""$154-,000 16-28,15842,3- '- "'-"-:--:- BradleY,T.'&Aink,J.,Kaireri -: ---!-: -, - '- ------- "1 :'::;---' ' -- „ 0.14- - " ',',$161,700 16-2871587024=---", ;:-, , - 1,6**y.,:c.:4,StaCyt;;Oick-: --::;:i-2:-;,1 :-. -, -,-, :,---',/:,:„ -:- 0..14_, . ' .-i $137,700-. 16-28-158-025-., ...,,:,'- -=: Pjhit.e.g03;'.86Da1egt*sn'!:''::2:" ;',:-: - ' " -' "'.,•- .; -'. :1 0 14 .$132,600 16-28,-,15g,026.• .'" ':: '-';'-;-. Keith-,isj::&:Barbara!t3WOrthitigtOit:"'"-,, -:'„:2„ --; ,-=;-,.,- -,-'2,....' .., -,-0;t4',:" --: ' -, $150,200 16,./8458;•027;--7,'-"d "": .1411eA'nfi-Cg'a-Iiiiit.Wiese IT -_ .. ': ; ' ' '-3-'',..';'.. 1,-'-'.-':11.14 - :,."- '--- " $163;90 0 16,2$2158:028'-.-..,, ,-,`..- '--- Ely.M.-HebeA.:JefferA.-Hebert.Thonias-A.Kemp,'8,---'-'- 7-' , -- 014 ,-: r, .--$12a,209, --_ - ;,,i,,„--,-- ;':'-. ',4' ,-; LeS116;kKeZip„--...;,-ii;-?j„;‘:. ._., ,:-, :-:,':; - -. • ,;,-,,,;y -, - ,,, -.; , 16-28-158-029 Jimmie L.&Janet D.Jones 0.14 $138,100 16,28-.159,001i=!:' ",,"-.".i Arthur:R.4 1‘14ner,L;Yideiiitil- --i-','-- " -- - - _" ;:-i. !: 04,5:;,, ,:--$142,800.' 16-28-159-002 Mary G.Haag,John W.Haag,Mary F.Haag,&Robert T. 0.17 $143,800 Haag 16-28=159-003 :,„1,:-:-",:2-,: II-04-$*,Ciiii041iej-411A-ai** . , - " '.::---:'5:-. -, - -,2,.p,15" : - : $144,900 I-6,481159:00 ,%,;-,-;e:,!'-',1 yogi,i4m410-tfi-attioi ,;,,-=., „...i :,;: -, : - : : -: ' - 4:11.4-,': -: .. $.137,390 M-28459-00'' '',i.?::::-'' cbris.0;4M4iaf Potter 1-t:'-- , ::--:':;'' - -- ' - -:Hz1--: '.; - , 9=1.4 1::-:.. ':- ::,$14. .;400--: I6-.287159,0016 "-::1- 00/01'':*044:1*-Si..1000T ';';::21;t` : - ---, : -1:i-el.---f -:-. - ;:-P:0-2' ` :,: .,:::::11$147,099"::::f-::,, 6..28-19::607--Orf ' ktinif4X4s0014-1PAP-, --:,,-,--V':--:::::;---i-f' ';''';',J:',,!...:;?-:':',"- 1 -fz':'.04-,: ,--:,.':', ":,':;::-$1.73A 003:: 10720 51=00-g'.-'-'- St-1:1-''' )3,41141=;41:0011:4-kficktiikY'':' ts: - ' '7-;',-;---T- ''''-::-' 0-1.4:" 1-:-: ': --- $119,910-Y- 072-$45:4)09-..:-]-'1"-:-'11:11-' Ona6-1:; riialV4?' " r::-V---°:"- ,...,ifi,.!:f --,. ;'--,-:-',. ."1;, ' ' :.- '-'0.14 ,-'--:'=" :4-",--',$15b50:1 46-284594010c ---c-7.,,- $41,4.4,0411e--ItillW:f4"-;-- ,H,-=',1*:; - - '-- '- -:::''--:-1! I.---,,i-j"- ' 0.14;,' 1 ' :,.-----‘.,$1.3700.0', -: _. 16-28=159-01 :i:-'',-Ic-,:ii - .14*d0i;k,kiiiiii-o-7,0_,0*-10-S,!,:'-. - .;,..',::;::::..:-.--;:;-!7,1' '-',:::- ' 0 44.: : i-,2:-r'.-$147,400._ 16-28.159,012,":'::'",-:;-_-.'----'-;,Walla4-44;pa1ciLliftyd :, 7- ..1'-: ' "-, . ,-,,--",:-;; -014' $148,004';41--; - 16-28-159-013 Garth Johnson 0.14 $153,300 Mountair Annex Parcel list Page 2 16-28-159-014 Jeanette R.Stubbe,Tr. 0.15 $141,000 16-28-159-015 June Isaacson. - '- 0.14 $129,100 16-28-159-016 - Rudolf J.&Ellen Loyborg - 0.14 $139,600 1£-28-159-017- i Miriam Lerman _ 0.14 $130,500 16-28-159-018- Marjorie I.Eskelson 0.14 $159,700 16-28-159-019 Cesar&Blanca Valdespino 0.14 $136,400 16-28-159-020 Rolf V.Lange 0.14 $154,100 16-28-159-021 'Richard L.Gilbert 0.14 $127,100 16-28-159-022 Wilford W.&Helyn"P.Stagg 0.14 $146,000 16-28-159-023 William C.&Eva F.Mills 0.14 $140,000 16-28-159-024 ArthurO.(Jr.)&Wanda G.Lavin 0.14 $133,500 16-28-160-001 First Federal Leasing,Inc.;etal 0.32 $163,600 16-28-160-002 Bob L.Shelton 0.43 $191,800 16-28-180-001 Max&Maria Altman 0.17 $164,700 16-28-180-002 Conrad K.Pelzer 0.18 $120,400 16-2"8-.80-003 Margaret S.,Thayer ." 0.18 $122,900 16-28-180-004 Joshua J.&Amanda W.Jones,JT 0.18 $130,800 16-28480-005 Doris"M.Mason" . 0.1 $I19,800 16-28-180-006 M.Troy&LindsayD.Denning 0.18 $154,100 16-28-180-007 Paul A.&Jennifer Kotter _ 0.18 $137,600 - 16-28-180-008 Bowyer Enterprises LC - 0.18 . $136,300 16-28-180-009 Duane W.&Connie G.Virchow 0.18 $139,400 16-28-180-010 Harold P. &Melba V.Kayser,Trs. 0.18 $136,500 16,28=180-011 ,; - Steven T.&Melinda S.Gregerson - - 0.18 - $150,000 16-28=180--012,- GeorgeMvl;Smith_-- - 0.18 " $144,590 16-28480-013 " George M.""Smith. " ' - 0.18 $156,800 16-28-180-014 Leonard;E.&Sandra K.-Anderson 0.18 $154,400 16-28-180-015, . = June E.&Horst Hoenicke " . 0a8 $132,000 16-28-180-016 MiehaeLJ.&AmandaM.1(orgenski _ 0.18 - $131,500 16728-180-017 James K.McDowell,Jackie-A.McDowell;Larry L. 0.18 $141,200 McDowell,e,Phyllis W.-Mcboweil,JT 16-28480-018 _ Robert H;"&Fae L Hilton - 0.17 $141,200 16-28-i18O 019 - " - Marc'A."&Manigge Heleson _ . 0.18 $165,900 16-28 18O-020 - - Teresa(aka Bonnie)Olson&Merlin P.,Med,IT ' 0.21 . $138,000 16-28-181-001 Johanna E.Temples 0.14 $139,200 16-2$-181-0U2 Elizabeth-K.&Marc J:-,©livares - -_ - - 0.14 $122,600 - 16-28-1"81=003" _ Donald'O.&Carol D,Neves:_: - 0.14 $140,400 16-28481=004 - " - Robert P.&0,141ys G Schoppe - : - 0.14 $134,400 16-28-181.005- "- i Lauren J"(aka'mule J-.);Carpenter- _ - ' - 0.14 $156,200 1-6-28-181-006 - - -----B$A"Investments - - _ .. - ' ' 0.14 ' $135,800 " 1&-2 481-007 t al i.7.&BeverlyJ:Bowyer,trs. - 0.14 ' $132;000- 16-28-181-008 Eileen Hjorth 0.14 $137,000 i -28_181-009:- Paula'K::Snutl0, -_"- -. - - a - 0.14 $137,000 _ 108-181 01!?::� David R.,Campbell,tr_ 0.1,4 $137,900 16-28'=10011'. - Geolge,M $mith, 0.14 $134,200, - 1h 28-181-012".. ,: " I.__:,' Irtedel 13;8 Geida Straschewski;trs.. ". - -- 0.14.;-, ' $14#3;-100- 16=28.48I=013 L-,' : 14nrvei E,.&Janice J.-Seherzinger -_. ,0.14- -- ` ; --$131,000 1648-18:1 014°,':°:- -" ., Irene-Carr.;f e= - :; --0.14 " _ $154,900=1" "" 1:6-28=:181=015''" '-L..arry.Y &:Sherry IsStaten:,:- ' 0:14- " $165,600 " 16=28=1,81,;016 7ea11nette P.C,.Wayne Denney - - - - 9.14- - $150,200 16-28-181-017 Michael K.Arakaki 0.23 $159,600 16-28-10-01S-_- ,' - " .Minnie Dixon . ` - - 0.14 $133;500 Mountair Annex Parcel list Page 3 16--28-181-019 Alta M.&J:Lynn Booth _ 0.14 ' - $140,600 16-28-181-020 Lynda D.,Shah 0 14 $122,900 16-28-181-021 Linda Davis 0.14 $145,200 16-28;_181-022 - Michael Todd ., : 0:14 :- $135,600 16-28-181-023„ ' „ Marcella M.Kasworm, $135,100- 16-28-181-024 - Lealand K::&Lorraine Hdbbs • 0.14:•'= $136,200 16-28-181-025 Dale H.&Linda K.Bartashnick 0.14 $138,700 16-28-181-026 William K.&April R.Kendall 0.14 $136,500 16-28-181-027 SueAn;Barney-',_ :- - . -�ao.L4; $140,600 16,28481-028 = Jed E.&Opal.C-,Stapley,IT' • , 014 : - $1431,800 16-28-181-029 Jack M.&Trudy M.Jensen 0.14 $143,000 16-28481-030,_ " ; Tiffany J Preece&Thomas C:Gregory f1;14` .'; .:. - .- $134,509 16'287181-031 -; Arthur h:&AnneP.Rasmussen = 014 -W ,$142,500' 16-28=1.81-032_: Rodney A.&Maurine Elg. 0.i _ $134,900 16-28481-033 - • . James Y.&Mardee O.Merrill'- , 16-28-181-034 _ Benjamin1;Pellegrino o.i'4�, - $133,600 16-28-181-035 . David V.Blue 0>13_. ;= $141,500 , 16-2$-18.1-036 - Irene H.Lilischkis 0.13 $146,500 16:28-182-001. - r Scott S_&Marriaiihe V.Goodell - 0.14_- .-- $139,900 16-28482:002 Karen,L.Snellman- - -0;14- $132,600 16-28 i 82 003 James&.Dawn Harvey _ 0=14_ : $136 000 16-28-182-004 Betty B.Grant,tr. 0.14 $133,700 16-28482-005` _ - Harry N.Niiisuina 0:i4 $133,400 16-28-I82-006 Jeremy D.Seed&Sheri Olsen - -0.14 " -$134,509 16-28-182-007 Rhonda K Thiele 0.14 $138,600 16-28-182-008 Thain J.&Jean Scow,trs. 0.14 $150,200 16-28-182-009 Orrin F.&Vea B.Farnsworth 0.14 $139,300 16-28482-010 Helen Velis :- - ,0:14 $142 30D, 16 28-182-011; " Phoebe P,Starr - 0-14 $136,20© 16-28-182-012 Craig L.Nelson,Barry J.Nelson,James W.Nelson,Mark S. 0.14 $156,700 Nelson,Robert D.Nelson,&Karen N.Weaver 16-28-182-013 Athleen W.Delbrook 0.14 $134,800 16 28 182=014.:, %William M:;&Wanda S,Caimpbell, - O 14; ,' <". -t: $134;800 16-28-182-015 Jim&Mary Maroudas 0.14 $135,800 16-28-182-016 Branden R.&Holly K.Nordgren 0.14 $129,700 16=28-182-017, y = - Richard P:;&.JudyM;Cleverly= • 0:1°3_�,,,:.'' ; $136,100 16-28-182-018 Francis D.Roberge 0.13 $124,300 16=28-1:82-.019, "r Sean I':-iake-&,Kar_e ,L.Dupey " pi14 $141 000- 1`6_=28`k1$2-62Lf`: ,",, Joel lt.&:Jei11riifer TH Wood . ... : : -0.14 �: �. "=.$134;100- .. _ 16-28-182-021= Ronald-J:Patterson,tr;-rv: ' _ {1.14_.. $127;100=_ a e 0:14° $131-,010':r�- 16-28"-282=(122<r- �: KanngclS:&-Bisa;I�iStiiifz=,`-; � _<�_�:�-:%s--... ,.... _ ._ 16 28�182-023 George-1flg enbuck,Edith Rug"enbuck;8. � gitte , Marshall:-lt" y '#pzo 16-28-182-025 Mostafa&Bethel A.Tarkeshian 0.14 $136,500 1r=2$ 1:82-026'wrt. David A.-fault` 0'l4>= ruz, W $i=52 tilt? 16-28-182-027 David J. &Janis S.Piele 0.14 $134,500 16-28-182-028 Vazul F.Gabor 0.14 $127,300 16=28-182-429, 7izlia_L:Hendr%ksoii;x'k 0.14 _ :•° $132;500-- 16-28-182-030 x Randy J.&Mary E.Tate 0.14 $126,800 16-2$=182;-031 7asotil.8c:;JenniferM;Anderson` : - tl i4: ; Mountair Annex Parcel list Page 4 16-28-182=032 - Kathleen D:M.Barlow,Frederick W.Morrison,&Lillian B: 0.14 $140,800 - - Morrison 16-28-182-033 . Ruth L.Biggar' " - 0.14 .$138,100 16-28-182-034 Parley J.&Marba C.Cleverly 0.14 $139,300 16-28-182-035 Britt Morrison 0.13 $133,000 16-28-182-036 Joseph W.Carter 0.14 $146,400 16-28-182-037 Ronald H. &Louie R.Fisher 0.13 $143,600 16-28-183-001 Michael W.Murray 0.16 $144,300 16-28-183-002 Barbara F.B.Pavich,tr. 0.15 $158,100 16-28-183=003 - Janelle Rohze . 0.21 - $124;600 ' 16-28-183-004. - Janet E.Craig " . 0.18 $142,100 16-28-183-005 Hans-G.&Martha Ahrens 0.18 $141,400 16-28-183-006 Douglas M.&Milinda M.Downey 0.18 $141,400 16-28-183-007 " Edward A.&Lonnie Kemp 0.18 $145,300 16-28-183-008 Steven T.&Rosalie G.Roberts 0.18 $134,400 16-28-183-009 Susan L.Mcomie - 0.18 $141,600- 16-28-183-010 Floyd A.&Carol-A.Jackson 0.18 - $138,200 16-28-183-011 Craig S. Blume,Steve A.Blume,&Karen P.Blume 0.18 $173,900 16-28-183-012 Russell D.&Barbara J.La Pointe 0.19 $160,200 16-28-301-002 S.Rex Lewis&Argonaut Investment Company 0.32 $109,600 16-28-301-003 S.Rex Lewis&Argonaut Investment Company 0.24 $51,900 16-28-301-008 S.Rex Lewis&Argonaut Investment Company 0.99 $2,493,100 16-28-301-009 , - Arthur W:,&Della L.Bench,Trs. -• 0.44 $346,600 16-28-301-010 S.Rex Lewis&Argonaut Investment Company 0.01 $1,500 16-28-301-011 Robert S.Heaps,Carolyn G.Heaps,Paul H.Heaps,&Jean 0.18 $181,900 L.Heaps 16-28-301-012 Robert S.Heaps,Carolyn G.Heaps,Paul H.Heaps,&Jean 0.16 $107,100 L.Heaps 16-28-305-001 Sandra H.Flinders 0.2 $138,600 16-28-305-002 Larry D:&Janiese S.Frank,IT- 0.2 $154,500 16-28-305-003 - ; Ellen M.Fletcher,Tr. . - - _ 0.19 $175,700 - 16-28-305-004 Sharon A.Bryan 0.17 $135,900 16-28-305-005:" - - : David W.&Lorraine K_:Peterson 0.16 $134,900 16-28-305-006_ Rayintind C.&Lipda_FL nderson 0.16 - ` $136,800 16-28-305-007 George C.&Contance M.Larson 0.21 $140,400 16-28-305-008 Kevin T.Thc-nas 0.21 $149,900 16-28-305-009 Robin Id:'Woodi :.- �--_ - - 0.21- $146 200 16-28-305-010 - Myron L,(Jx.)&Beverly J.Francom "_ ` . - - - 0.18 $135,300 16-28-305-011 _- William&Hebna$ardrium - ,- - - -- 0.18 $135,400 16-28-305-012 Erhard Q:&1i-nigard"A.tiebrnann,,Trs: - . ,, - - _ .- 0.17 . $152,000, 16-28-306-00,1- _ . Joseph-&.Arlene Hurter;JT " - . 0.16 - $139,800- 16-28-306-002 Jim&Mary Maroudas 0.16 $136,800 16-28-306-005-" Tunoeliy R &Tiff ny"A:Bruett; . -- - 0.15 : $149,400:, 16-28-306-006 Georgia&Marvin Christensen,Trs. 0.15 $133,300 16-28=306=007 . ---.: Shirley.A:Spzde1-;:'''_4% =:- . --- - - : 11.14: - $157-,400 16-28-306-008 -.: J ° Jean: 2--:Wbrtlie i, `.'' -_ - 0.14` , ' - -'7,-$136 500 16-28-306-009.,=;-:--:- M Jeanett:-`e-Bunnell - -- 0.14 . $1-5500:--°: 16-28-3067010 - Joseph D.'&Jennf er"M":<Libin"- -° .. " - - " - , _- -0.14- - -, $148;500 16728-306-011:. E,.., Chris D:Falkenberg::.>,; E,. ,- -0.14 -$142,800. " 16-28-306-612 --=:-<:,-:_ Edith&.l_Leslie Tyler --; v!-:-'- ' 0:14 $136,50 16-28-306-013 Kathy Ziakas,Tr. 0.14 $142,100 16-28-3.06-Q1-7. Linda MJ Han ilton< --:n- '1 .- _ . 0.14 ' $146,200, r, Mountair Annex Parcel list Page 5 16-28-306-018 - Stanley G.Lawrence 0.14 $145,700. 16-28-306-019 Jerry J.&Helen L.Sliorr - 0.14 $132,600 16-28-306-020 Mickey W.&Sharon F.Regent 0.14 $166,300 16-28-306-021 Clara R.&David R.Garcia,JT 0.14 $135,600 16=28-306-022 ` Vickie B,Green - 0.14 $149,500 16-28-306-023 - Neil`G.&SandraP:Barclay - . 0.14• -$140,300: 16-28-306-024 Cindy M.Andrews&Mark Memmott 0.14 $141,500 16-28-306-025,- , Helen Veils . 0.14 • . • - $141,800- , 16-28-306-026 M.Adelaide Johnson 0.21 $147,500 16-28-3067027,-- Yen G.&lean D,-Staten , . Q.17 $146,800- ; " 16728-307-001_ - Christopher Fiore&Wen Zou - - ". .: D.24 - $147,700 16-28-307-002 Virginia A.brinkerhoff 0.13 $139,000 16-28-307-003 _ _ Vanda Simanavicius,Tr. _ - , - 0.14 _ $130,800 16-28-307-004 - - Jason L.&Kimberly D.Fowles 0:14 $134,800 16-28-307-005 . Nousheen Alasti&Richard S.Ajioka 0.17 $143,700 - 16-28-307-006 ` _ - John D.Spendlove 0.14 . $138,000 16-28-307-007 - - William F.&Vivian K.Handley,Tr. .. - 0.144 : ; , .$.139,200 16-28-307-008 -- Robert E.Wenzel Jr.&Heather L.Gee 0.14 $147,200- 16-28-307-009 Alexander S.Gerrard 0.14 $143,500 16=28-307-010 Lee R._&Eleanor N.Jensen - - " 0.14 - $138"200 16=28-307-011 - *kJ:: -Cudney - __: _ - . : -- ' -, - -.0,14. `- ' :-. $156,700-- - 16 28.307 012 Christopher A.Lewon _ ,` -. 0.14 $147,100 - 16=28-307-013 Jarid Finco - 0.14 -; -, $131,i400 - 16-28-307-014 . - • Rosa J.Clawson _ - - - 0.15_:' " - $129,900 16-28-307-015. - = Vernon A.&"Alice R.Miiius • : - - - - . . . 0.15 $136,200' 16-28-307-016 , Robert C.&-Maren N..Quigley , : - - - 0.14 - $141,200 16-28-307.017 -_."-:- .`,, Colleen.R.Herrgn,Tr. _ - . , _ _ -- ,- -0.14 " $135,300:,'.-; 16=28-307-018 -_";Vera M.May-_-J. . . - :;.c - 0:14 _$138,3 16-28-3077019 - ". Donell D.&^orinne Sluder , 7 - - - _ , `414. . 12$162,500,-_ 10-2$=307=020- . Donna J."Andrews'.. -= " :- - . - - - .--; .r'Y " _ 0.14 ': -$145 9006 _ 16-28-307-021` _. Paul H:&Sheila H.Washeba " '• _- 0.14 _ - `'$129,000-: 16-28-307-022 Lindsey Kraatz 0.14 $144,700 16-28-307-Q23- " : -:" Joseph K.&,Suzanne J.Wahl,JT. -.. " - ` - -0.17 ' ; - = = $136,900, 16-28-307-024... >- Barbara-.S.Hambley&Robert B.Molder;:-_:-; - , :. ; . 0.14- -- $13.1;600`, 16 28-308-001 - •": - JRJ,LC,x -, : _: .:-"_ . :: " - " . ' - -. - -- - 0.4 • "$496,600X 16-28-308-002 Branson B.&Florence E.Neff,Trs. 0.47 $219,800 16-28-308-005 ': JRJ,LC -o - - -- - _- _ - - 03 `" _ ,- $91s500: 16-28-308-006 Terry Cononelos 0.18 $159,700 16-28-308-007.;;; ;;,.." Angelo F:_&Arlene E Gertino , -"_.. _0:24:F; ;- :,$145,600` , 16=2 308-Q08-=:. gall L&Thelma,Po1l4, ,- -. _ ._-_ _ _ _., 'q_l `` _ ` " _ :$159,4©0,- F 16=28=308-909_---.. -. Oleve Kirkham&4 aurel�K:Ross,-JT- :_% .--., '5 i 'fli15', a ; =-,A„ ;$I39,000=<, 16-28-308-010 Ivar J.&Joan J.Akre 0.17 $155,600 16-28-308-lei-1; ScotR.Shurthff" -_ - - - : _. .a • 0 1.7.- _ Z$143,300 16-28r308-012?'_;`: p,J inesJ:,(jr)&..Lavon C:M_Marshall_-:- - -0:17i:x: $138'4gf' 16=28=308=013 - °2 arid`-H &=Colleen.MartindaFe- _z``= - -_- - ;-Q. ;, -_ -g ° , `f3W4 04f_'- . 16-28-308=014w= . >° Robert R:Dow&"Ivi J R i aes_< F �:0 l°7==, :Z4'`�$140 000: 16-28'=36K01.5- - =.'II:7'7 Elsie F__:&:Ra6eit-L Sentkei:" . . 0 17_`-. - ".$144,900-- - 16-2g,607,6.1°6 Lawrence-R;&.I elenG:Wagstaff: . -, , : 0:17 " $132,5,00 .., 16-28-308-017 Norma G.&Reginald J.Walters 0.14 $135,600 16-28-308-018 Marianne Faubion 0.17 $145,000 16-28-308-019 Florie B.Goodman,Tr. 0.23 $103,600 16728=308-020;,----:;;r-:,Guy A.&Kimberly A.Godrh+rd' -tiz9.2 =_-- :- z,, :.$108,20(?' - Mountair Annex Parcel list Page 6 16-28-308-021 John G.Polanich,Edna Polanich,&Joan G.Polanich 0.18 $126,000 16-28-308-022 Daniel&Janet Ramos 0.25 $133,200 16-28-308-023 John H.Stagg,Estella G.Stagg,Hannah D.S.Thornwall,& 0.19 $135,200 Lynda K.S.Palmer 16-28-308-024. Darrell A.Hiedeman&Nicole L.Jordan . -_ 0.15 $133,500 16-28-308-025 Bradley M.'ihompson 0.17 $123,500 16-28-308-026 - , _ Alan L.&Shelley K.Plant -- - 0.13 . . $156,800• 16-28-308-027 _. Ricky J.&Cheryl Asper . 0.16 $138,300 16-28-308-028 Leonard L.&Mary Lou Dixon 0.17 $147,900 16 28 308-029 Athol B.Blake&Gary Blake,TR 0.19 $127,100 16-28-308-030 Thomas Building Partnership 0.44 $320,200 16-28-309-001 Corporation of the Presiding Bishop of the Church of Jesus 0.88 $0 Christ of Latter Day Saints 16-28-309-002 Corporation of the Presiding Bishop of the Church of Jesus 0.22 $0 Christ of Latter Day Saints 16-28-309-003 Lyle D.&Joan B.Warner 0.76 $765,000 16-28-309-004 Atkinson Enterprises LC 0.4 $104,800 16-28-309-005 Atkinson Enterprises LC 0.55 $279,500 16-28-309-006 Atkinson Enterprises LC 0.35 $265,200 16-28-309-007 Robert B.Atkinson,Tr 0.37 $285,600 16-28-309-008 - -. Cook'33 LLC " . 0.2, ; .- $206,100 " 16-28-309-009 Jeannette K.B.Daniels,Tr. 0.2 104,200 16-28-309-010 Wilford Ward of the Church of Jesus Christ of Latter Day 0.16 $0 Saints 16-28-309-011 . .,. Sharon H.&Lila N.Meacham,TRS--; -'- - " _-:,- 0.25.` . $136,900 16-28-309-012 Hat C.Kuhn - - `- 0.15. - $113,600 16-28-309-013 Kimberley A.Johnson 0.15 $132,400 16-28=309-014 -_a:. Ambers McRae,Tr. : - 0.25 - _ $142,500- 16-28-309015 N.Drew.8i Tori M.Pope,TC-`= , - . --0.2.;� - - " $211,700 " 16-28-309-016„_.-; -. David Pendergast ,. : -- . - fl.4 '. . - $155,600 ' 16-28-309-01T-- Max,&Celina-Hosnia eek - -. .0.4 "-' � °�'. -$183,600 16-28-309-018 - - B - - Cory B.&Karl D.Smith ,': - , " . ' '-`0.25, _ ;° • '$154,200 16-28-309019 Judyi.Kennedy - . - - - - . -- ' ,.- ;': 0.15 $1,31,-800 _"-. 16-28-309-020 "- Paul Briggs-; ' ,.7 - '- ti - - - �,.- 0.13 - , '-' $137,400:::- 16-28-309-021-- Leonard E.Driggs -_ - , -- 007- ` $18,700- 16-28-309-022. , Leonard E.Driggs - - - . ,- . . _<- 0.18` - - $165,800 16-28-310-001 Steven G.Barrett 0.18 $128,200 16-28-310002 '. . - Luanne-Fitzgerald -, . _- - ; ' . ,.:0.15 ,: -- ,-$122,200_ . 16-28-310-003- ' - -- Ofa F.&Nele F.Fonua:' ' - - " ..- . . ' : - ; 0.4 . '- _ $198,300 16-28-310-004 David M.&Catherine A.Brainard 0.4 $431,700 16-28-310-005 Larry A.Adeit 0.12 $100,900 16-28-3107-0,06.7: 'Karen,J.:Woodman`&Karen 11 intiitg,:IT- 033`::;,.-;:=_' .`:;.,_$139;100'1,=.: - 16-28310007 .- - ;1- Linda A:&Monte Q.-Ruck;TRS7,_ _, - 0.17 ;` `- -,-"$193,200' :. 16-28-310-008 Donald&Arlene C.Egbert 0.23 $82,300 16-28-310-009 : Gener lL.Bt-RhodaRist°a,;_` - ._: ,'4._ = 0:187`° - 41413,00.: 16=28=310-01.1:_;;.-: Jennifer Ford&Patpcia.F=)a%vis,'re_ rR-:. . -- . - 0.13'=s.' _$,1266300 16 28-310-012, Paul J.-Gerisen,T1'"°. - - - .--' :,:, L 1_: 1, Q:.1,5';"j."`_ - '-`$131300 - 16-28-310-013 Palace Investment Group Ltd 0.23 $154,300 16-28-310-014 Jana Dickson 0.23 $156,600 16-28-31070.15 ,::_ _ . .. Mautiis i eKelier .. .-_ - II:- . _ _. 0.17-.-x . _ $134, t 0 . 16-28-310-016 B.Thomas&Carol L.Colemere 0.17 $144,200 16-28-310-019 F.David Tabish Jr.,Tr. 0.21 $141,880 Mountair Annex Parcel list Page 7 16-28-310-020 B.Thomas&Carol L.Colemere 0.18 $154,800 16-28-310-021 B.Thomas&Carol L.Colemere 0.18 $140,200 16-28-310-022 Orville K.&Bonnie C.Rowswell 0.2 $184,500 16-28-326-001 . M:Danny,&Garin M.Davis_ " 0.14 ,. , > $147,800 11-28=326-002 : - " Jerry R.Fruin: . - - - - -0.14 - " $127,800 - 16-28-326-003".- - -.Orvei H:&Lila B:Ladle,Tr'"s. " _ - - '': 0.14 : $129,400 ' - 16-28-326.004- .: - Ruth C:Baker. - • : - 0.14'' -- $132,400- 16-28-326-005 - Ede O.4-Dell R;Nielson,-.Trs.'"- ' _ _ - . 0.i4 : -'', ' - $134,100-" 16-28-326-006 - Christine M.Osborne 0.14 $139,300' 16-28-326-007 Nathan&Meg Perschon" , . - - 0.14 $139,300 16-28-326-008. ' . Becky B.Taylor- - 0.14- $144,000 " 16-28-326-009" . Diversified Development LLC ' '. 0.14 $137,800 16-28-326-010- John C.Olsen&Stephanie Carton; , , -_ 0.14, $129,900 16=28-326-011 Brigham A.&Macy S.Wilcox 0.14 - - $145,000 16-28-326-012 Janice Y. Musick 0.14 $135,700 16=28-326-013 __ Jeffrey F.-&Heidi B.Knighton= -. : ` . - 0.14-: $163,000 :_.:'s 16-28-326-014 Carol"A.Gordon&-Roberti) Powers - 0.14y'- .. $142,400 - "r 16 28 326 t115�" Ben F.&Elizabeth A.Higbee Trs_ '0.14 , , "..$147,-400 -- 16-28-326-016- Nikolas R.&Jaimee L.George,JT'- 0.14- _ - $133,200 16-28-326-017 Debra S.Bitton&Virginia Lesikatoes 0.12 $151,500 16-28-326-018 Charles.A.&Effie NI.Edwards . 0.11 $141,800 16-28-326-019: "- Don.B.&&Artell B.Allsop;:Frs. : 0.14 - . $155,200 16-28-326-020 Jay K.&Kara D.Cope 0.14 $137,200 16-28-326-021". . _ Carolyn R:Vincent :0.14:- '1_$:140,900 16=28-326-022 -- Douglas'DeB`oer . 0.14 -, :--:;$139,100 - 16-28-326-023 Patricia C)(ides : - - ' - - 0.14 - . - . $137,300 - 16-28-326-024 J.Cesar&Georgina Adams 0.14 $134,300 16-28-326-025 Susan Wong 0.14 $141,300 16-28-326-026 Denia Larkin&Daniel Home 0.14 $134,300 16-287326-027_ - G.Michael-Kendro -__ ' , " .0.14,' . _ ._- "$149,990 = 16-28-326-028- - -- Russell_S:&S..,Nicole Ranck _ - ' :0.14 $138,200 _ 16:28-326-029-- - - Debra?_Summers:: _ _ 'H.--,- . - • '0:14_ - $132,800- - 16-28-326-030 Joe V.Anderson 0.14 $132,700 16-28-326-031 Marjorie De:Aunty 0.14 $162,800 16-28-326-032 Malan S.White&Tana M.Flatch 0.14 $132,400 16-28-326-033"-:` - Jason&Shayla-Larsen,JT _ : - 0.14:_ _Y.$153,2001 ;. 16 28-326-034'': '._ Earle"S.&DorothY:H:Rnbmsou :trs:. - _ -- - - _0.14;: = $L37,900<<y::-:,- 1628=326-035°' FrankB.&Nkialte ::WalC =: -, :"::.. ,• _ - :-0.12 ,: $128.,900 16-28-326-036 Martin&Jill F.Schroeder 0.14 $134,700 16-28-326-037 Lenwood H.&Betty Lou Streed 0.11 $134,700 16-28-327-001 Wilford J. &Helga H.Herburg 0.14 $154,500 16-28-327-002 Scott A.Lyn Livdahl 0.14 $142,100 16-28-327-003 Marian E.Larsen 0.14 $160,500 1.0-28-327=004 : , Christapliez.J.,Stott:;';. -4:14tr:: . - $157,100-„<; 327-005" Pearl'D:Wimtch v=16-28 ^�„ >.�, . =t'.4,;^` .-.-: F . . . ., ., .",tl.. 01n4ft _. `.;_y_$138;3{30'':_,_, 16-28-327-006 Glory Layton 0.14 $137,400 16-28-327-007 Jerry M.&Elizabeth J.Davenport 0.14 $136,000 16-28-327-0,0$,' i - , Steven A&Brooke•B Reyii&s'': - _ ,.0:14_='"-,' = �.$141:000'_ . 16-28-327- I_.- : Grace 13,;DeWitt: r.r" 16-28-327-010 Hans J.&lngeborg E.Schmidt 0.14 $153,700 16-28=327-01I Robert B:&-RosellaM.Greene ',,,,>;:" - " _ ,x`, ",,;_"0.14 ; =,"$143,800. °--M- 16-28-327=012 Helen Velis. „`. «=a ',.----- -;.!:-:.;;;IA:::',• 0:14,.' 138 8$0- Mountair Annex Parcel list Page 8 16-28-327-013 Thomas M.&Joyce C.Anderson,Trs. 0.14 $143,100 16-28-327-014 Arnold K.&Helga O.Groseth 0.14 $143,600 16-28-327-015 Jill K. Sechser 0.14 $137,200 16-28-327-016 Stephanie Richardson 0.14 $131,600 16-28-327-017-` " Eric P.Butikofer,Melissa Butikofer,Phillip T.Sonntag,& 0.12 $139,700 ' Valoy A.SOftitag,JT . 16-28-327-018- Connie Taylor . ' - 0.14 $155,100 16-28-327-019 Jack R."&Lou Jean M.Allred,Trs. - 0.14 $141,200 16-28-327-020 Earl C.&Marie H.Colbert 0.14 $140,300 16-28-327-021 Laurie Meriwether - 0.14 $141,000 16-28-327-022 Michael-J.&Tracy A.Campbell - 0.14 $142,300 16-28-327-023 Craig R.&Colleen Martindale 0.14 $135,200 16-28-327-024 Mark B.&Elisha R.Sutton 0:14 $141,700 16-28-327-025 - Russell R.&Faye H.Candle 0.14 $132,600 16-28-327-026 Richard C.Robertson 0.14 $141,400 16-28-327-027 Angie L.Dixon 0.14 $134,500 16-28-327-028 Michael J.&Milo L.Schnabel,TC 0.14 $140,300 16-28-327-029 Burton&Mary B.Larsen,Trs. 0.14 $141,800 16-28-327-030 Rick L.&Peggy L.Gunn 0.14 $169,600 16-28-327-031 Trenton J.&Shannon O.Moss : - 0.14' $133,600 ' 16-28-327-032 Ladeane De LaCruz , ' 0.14 $137,000 - 16-28-327-033 Norman T.&Melissa S.Abegg , 0.14 $158,500 - 16-28-327-034 Ronald J.&Wilma M.Neibaur 0.11 $134,000 16-28-327-035, Dorothy M.Combs;Tr. - - - - 0.14 $136,900,." 16-28-327-036 '" William B.&Eva A.Eastham - - . - . 0.18- . $142,700 - 16-28 328 001 Scott C.&Marcia R.Johnson - ' ' -- `0.19 ' -; $142,300 ' 16-28-328-002 Ernest McTee,Katherine McTee,&Donald E.McTee 0.18 $135,600 16-28-328-003, Anthony C.Reed&Linda Krause . - - - 0.18 - ` $147,800 ' 16-28-328-004 William C. &Pearl O.North 0.18 $179,800 16-28-32,8:005 Lois L.Wright ` - -_ - 0.18 " ,'. $156,500 16-28-328-006 Daniel J.Ludlow " . , -0.18 . ' $140,900 16-28-328.007 :_ Lila A:Peterson,Tr. ` -, 0.18 . $147,500 16-28-328:008 Linda Lee ' - -_ _ , - 0.18 ' _ $140,300 16-28-328-009 - Jared R:&Paula W.Faerber,IT - 0.18- $140,600 16-28-328-010 Dan O.&Phyllis H.Wycherly,Trs. 0.23 $155,400 16-28-329=001-,=' Victoria B_Garcia'. - - , - - , _ - - _ -" ' -,'''' 10.17 " , - - -$145,400 16-28-329-002 Judith A.Fell,William K.Fell,&Virginia L.Fell 0.17 $145,200 16-28-329-003 - . Josh D.&Becky Fletcher - . - ': 0.17 _ : = $165,600, -- 16-28 329-004 ; : - Clarence l ioll ngshead,Edna E.Hallingshead&William R. " 0.17 $143,090 Allen - . '. - 16-28-329-005, , Allie S:&Don Anthony Wiseman,JT 0.18 ,_ $147,700"bk., 16-28--329;4006= ':. ', Harold C &Lori•J.-Weight - '. ' - '0.18 _ - 1140,100`., 16-28 329,007 -_ Robert-H.&Julie W.Maack,JT 0.18 $135,100 : 16-28-329-008 Dorothy R.James,Tr. 0.18 $143,000 16-28-.329=009 _ - . '`` David_H Hooper ',`. : .0418 `=,$147;400 16-28-329=010" Barham StCYetisbn: -- - - " . - -. . ,'- . . ,4): , " - -'$14:1,900-- 16-28-329-011 Mary B.&Patricia Kostreles 0.18 $135,800 16-28-329-012 Rafael Bernal 0.18 $143,300 16-28-329-013 Karen A.Blakney 0.18 $140,400 16-28-329-014 ' . - Brian Prestwich,&Michelle Prestwick--;-.'"-L- =,:"_" - -- " " 0.18 = _ - $144a700. " - 16-28-329-015 . -,, lames E.(Jr.}&Susanne H.Garrett,JT _ -` 018'" -: _' - ,$196,400 16-28-329=016'. " - Ida M.Gill -" ` - , , . "-"0.18 '_ _. - 1155,800 Mountair Annex Parcel list Page 9 16-28-329-017 Sheila Cardwell 0.18 $142,900 16-28-329-018: Shirley N.McClement,Tr. 0.18 - - $144,600 ' 16-28-329-019 Dorothy S. Smith,Tr. 0.18 $160,200 - 16-28=329-Q20 -- Ruth A.Campbell&Nye S.Thuesen . - .i 0 8 : . - ', -$156,000 16-28-329:021--."=. --- Sue Foulger - ,0.19 - - $143,700 . - 16-28-329-022--- - : - Christopher&Shama Quick - ,- - . ` -0.32 , --- , $167,400 , 16-28-329-025 Fred P.Gano&LuAnn M.Huffman 0.38 $138,000 16-28 329 028 Clarence D.&Nancy L:Russell,Trs. 0.28 $153,700 16 28=329 030 . Bradley.l4,'Case&David J.Barker,it. 0.19 $165,100 16-28-329-032 ,. _. lames R.&Hilary H.-Yehle,IT '- .. -0.14 - .. -_ - .$135,500 - 16-28-329-033 Andrew H.Patten&Melissa A.Beesley,JT 0.32 $157,100 16-28-329-034 Ellen D.Turner,Tr. 0.38 $263,600 16 28 329 035, Jacqueline Clements 0.25 $139,000 16-28-329-036 Richard L. &Florence A.Compton 0.22 $126,900 16-28-329-037 Carl&Grace Weenig 0.2 $111,900 16-28-329-038 Bruce&Shirlynn Gildea 0.18 $200,000 16-28-329-039 Ralph L.&Marian K.Morelli 0.38 $184,300 16-28 329"-040 Robert D.&Vibian L Green,Trs, - 0.42.- $175,000 16-28=329-041 . - - Alfred&Chloe D.,West,JT - _ : 0.38 ". $160,000 16.28-329-042 " - Bradley M.Case&David J.Barker,Tc - - ' , .0:26-`-'- $140300` - 16-28=330-003 - : Warren T.&Cindy E.Glad. 0.13 ' - $129,800= 16-28.330 004 Victoria P.Lyngle&Oliver White,JT 0.13 - $126,300- 16-28-330-005 Harley R.Lorenz 0.13 $109,400 16-28-330-006 Gary Johnson 0.14 $160,100 16-28-330-007 William C.Naisbitt 0.15 $125,300 16-28 330-008 -- _ .- David E.&Glennda R.Watts,JT . 0.14 $188,400 16-28-330-009, _- '- Ronald E.&Janay Salinas . - 0.16 - - $150,700 16-28-330-010 - Victoria P:Lyngle&Oliver White 0.08 , - $i;500-",-. - 16-28-330-011 Milovan Savic 0.2 $114,300 16-28-330-012 Linnea Alexandrov 0.2 $133,800 16-28-330-013 Kathleen J.Gillman 0.19 $149,400 16-28-330-014 - - - Gordon R.Jones,. - - - - - 0.3 ' - $167,100 .- _-- 16-28-330-015 Sandra Skabelund 0.27 $182,100 16-28-330-016 -- - Bradley-C_Hauzdan&Patricia R-.DeYoung ' ' . 0.25= : - .$160 600, -"-- 16-28-330-017 Mark J.Ingersoll&Quinn H.Parker 0.17 $159,800 16-28-330-018 Mark J.Ingersoll&Quinn H.Parker 0.18 $152,000 16-28-330-019 Johann A.&Ursula E.Huettlinger 0.41 $189,100 16-28-330-020 Johann A.&Ursula E.Huettlinger,Tr. 0.31 $204,100 16-28-330-021 T-6G Partnership do James L.McDermott 0.31 $335,000 16-28-330-022 Henry J.Deollos&Anne M.Neves 0.09 $95,000 16-28.=330-025 ,t ; 13arler}e-L;.:&1 clbext L-:Stanley- --""..=.: . , ._-. 0.07 ,,,$188;800 13Vt„ 16-28- 31001 - - Brian(Jr.) c Jeiuiifer iess©p,IT,.,_ - - - - _. _ 6 33 . " -$1;03,�;`::� 16-28-331-002' Margaret 1 _Pihl : =1' - - 0.66 1€0E0,109=`<''' 16-28-331-003=y:_ - - Gordon Sr' Karen:- Atlon,IT,. - ,., 0:19,:- - , a:'<;-;-$150,500.'iM_. 16-2$=331-004= , - Victor:W& m,Ew`R.Heilweil,TI'==:.:_. : >;:-W- -.0:2- - - .;`: -$1,S50700,v;„;` 16-28:33I:005. : Ronald:EV Nowbo-- - - - - .. -- _4.2- $117,209 ` .: 16-28-331-006 Hans&Willa R.Breivik,Trs. 0.23 $153,800 Rosaria,M:Percell.:- , : _,. .. 0.23'- $1.62;10fr. 16-28=331-000 - , _- „ Richard L.`&Karen"Cornia - . ..' ..-_ ' ,, - P-:. 0.26 _ -- ;$173,601 - 16-28-331-009 James L.&Gwen M.Barber,Trs. 0.22 $187,000 16-28-331-011 Miro Bortnak 0.23 $156,700 16-28331-012 ° - .: Mattsotir&RitaSade61,,•TC - - , , -, -0.3 - _ $95;000,wf Mountair Annex Parcel list Page 10 16-28-331-013 Elizabeth R.&Ronald W.Youngberg,Trs. 0.4 $152,000 16-28-331-014 J.Michael&Lisa Eshleman,Trs. 0.29 $158,760 16-28-331-015 " " Marvin E.&Madeline-B.Phillips,Trs. 0.18 • $50,000 . 16-28-331-016 Marvin E.&Madeline B.Phillips,Trs: - - 0.18 $136,300 16-28-331-017 Hilda M. &Dan L.Richins(1/2)&Lavor W.Richins(1/2) 0.18 $137,600 16-28-331-018 Robert&Cindy Butters 0.26 - $163,600,: - 16-28-331-019 Don H.&Sharon R.Kimball 0.35 $224,100 16-28-331-020 Mavis T.Nelson, 0.2 - - $158,300 16-28-331-021 The Sharing Place,Inc. 0.45 $0 16-29-257-031 Todd R.&Brenda L.Larsen 0.19 $162,400 16-29-257-032 Roger P.&Shauna Meyer 0.21 $146,900 16-29-257-033 Joseph M.&Cynthia A.Curante 0.16 $149,400 16-29-257-034 James J.&Louise B.Aposhian 0.74 $183,700 16-29-257-035 Rosella A.Pepper,Tr. 0.26 $216,500 16-29-257-036 Rosella A.Pepper,Tr. 0.3 $157,400 16-29-257-038 Mary L.Monty,Tr. 0.16 $116,800 16-29-257-039 Torbert J.&Katherine M.Straten 0.36 $178,400 16-29-257-041 Donna J.Riley 0.18 $136,100 16-29-257-046 Benjamin H.Hepple 0.4 $168,200 16-29-257-050 Judy B.Lee 0.36 $233,700 16-29-259-001 Paul E.&Tina Dowland 0.01 $158,700 16-29-259-002 Paul E.&Tina Dowland 0.01 $147,000 16-29-259-003 Paul E. &Tina Dowland 0.01 $147,000 16-29-259-004 Paul E.&Tina Dowland 0.01 $166,600 16-29-259-005 Dowland Enterprises LLC 0.38 $45,300 16-29-277-020 Susan K.Anderson&Laura E.Huff 0.4 $145,500 16-29-277-023 .. Raffle S.Bezdjian " • '.. _- 0.32 -. : $93,200 ' 1b-29-277-024 1 Jon C.&Jack W.Jones,JT - _ . . - - 0.32:- ' "$110,800" --- 16-29-277-025 James P.(Jr.)&Pamela B.Cassidy 0.16 $35,200 16-29-277-026 Matthew Blalock 0.15 $119,000 16-29-277-027 Octagon Partners 0.13 $123,200 16-29-277-030 Roy W.&Dolores E.Painter 1.15 $225,870 16-29-277-031 David P.Harris&Carol J.Penning-Harris' 0.4 - $177,480 16-29-277-032 Ronal K.Carter 0.33 $295,100 16-29-278-001 Diane D.Magleby,Michelle M.Mason,&Justin D.Magleby 0.23 $168,100 16-29-278-007 Scott E.&Judy Chapman 0.3 $366,800 16-29-278-011 Avard K.Fairbanks 0.35 $128,700 16-29-278-012 Rujean R.Brunson 0.36 $129,500 16-29-278-013 Frederick W.Hilbig;Tr. ' - , - -- - 0,35, -"_. . $130,800 - 16-29-278-014 Steven R.&JoAnn Kunz 0.35 $136,600 16-29-278-015 Miyoko Braman 0.39 $151,300 16-29-278-016 -:= Frances"L.&Wesley"D., Ialler - .' 0.21"<" $139,6 16129 278-017 - " -- -Chad-J.&She ron SUM*ers; , : ' - - ., < 0.3-- "", :$120,200 -'2 16-29-278-018 Brett L.&Miho T.Robertson 0.29 $92,300 16-29 278-019 - = :- Gary L&Dixie It.Taylor _. - _- 01-45 , . _ $134s.800 16-29-278-021 Anne S.Pearce 1.42 $197,880 16-29-278-026 Scott E.&Judy Chapman 0.01 $500 16-29-278-029 Roger Malone 0.61 $185,500 16-29-278-036 Paul E.&Tina Dowland 0.19 $157,000 16-29-278-038 Cherry Caoette 0.17 $164,800 Mountair Annex Parcel list Page 11 • 16-29-278-040 Karen Acker 0.11 $166,500 16-29-278-042 Susan Bailess 0.11 $166,500 16-29-278-043 James L.&Nina L.Hildebrand 0.14 $167,400 16-29-278-044 Edison M.Guimaraes 0.15 $86,700 16-29-278-045 Edison M.Guimaraes 0.41 $505,600 16-29-278-046 Braeden J.&April M. Oswald 0.21 $142,900 16-29-280-009 Kevin Parkin 0.32 $127,700 16-29-280-010-;` ', Arden C.&Joan M.Wit-tuner ,1_ - '0.32, - I $132,400. , 16-29-280-011 Gunnerson Properties LC 0.17 $149,600 16-29-280-012 Charles&B.Jodi Walker 0.15 $170,900 16-29 280-013 ' Jon C;Tones - .0.32 $204,800 ; 16-29-280-014 Godofredo S.Sonia A.Delgado 0.32 $109,900 16-29-280-020 5-M Investors 0.56 $877,700 16-29-280-022 5-M Investors 0.75 $747,900 16-29-280-023 F. Blair Mal_uf 0.6 $328,500 16-29-281-001 Aspen View Associates LLC 0.36 $508,800 16-29-281-002 Aspen View Associates LLC 0.23 $70,100 16-29-281-003 Aspen View Associates LLC 0.48 $134,700 16-29-281-011 Rosalind B.Mayfield 0.23 $206,700 16-29-281-012 Dorothy Chapman&Kathy Bagley 0.28 $139,800 16-29=281-013 - - , RalpthK_&Ruhy-L.Allen... ; ;0.28 ;-$124,600; 16-29-281-014 - Ruth A:White,:Edgar 1IL White,&Margaret R.White 0.28 , $92,400; `': 16-29-281-015 The Wynn Company 0.35 $813,100 16-29-281-018 First Federal Leasing,Inc.,Thomas Hamilton 0.43 $472,200 16-29-281-019 the Wynn Company,Inc.,Thomas Hamilton 0.73 $100,200 16-29-281-021 Valley Bank Building Corporation 0.76 $680,900 16-29-281-022 Wayne F.&Jeanene T.Goodman 0.32 $424,700 16-29-281-023 Goodwill Investment Company 0.08 $18,300 16-29-281-024 Jerald W.Hartle 0.56 $184,800 16-29�281-025 -- " Sugarhouse Self Storage LC. _ - , -1.15 - --:, $1,,260;360 r, 16-29-428-001 Carmike Cinemas,Inc. 0.1 $31,400 16-29-428-002 Carmike Cinemas,Inc. 1.39 _ $289,400 16-29-428-003 Carmike Cinemas,Inc. 1.95 $859,200 16-29-428-007 Panah Investment#2,LLC 0.28 $83,300 10-29-4287008 `. . - Marcellino'&Betty G,Gonzales : : --0-.28 - .--:$144,300:_' 16-29-428-009 Panah Investment#2,LLC 0.29 $261,800 16-29-428-010 Panah Investment#2,LLC 0.3 $117,600 16-29-428-011 Pauline M.Golesh,Tr. 0.31 $126,100 16-29-428-012 S.Rex Lewis(1/2),Argonaut Investment(1/2) 0.32 $58,400 16-29-428-013 Panah Investment#2,LLC 0.34 $67,900 TOTAL 118.49 $91,873,410 Mountair Annex Parcel list Page 12 Preliminary Fiscal Impact Analysis Preliminary Fiscal Impact Analysis Mountair Annexation, Petition #400-01-07 April 10, 2002 The Mountair Annexation includes 528 lots of residential use and 43 lots of commercial use. The area consists of 563 dwelling units and 29 commercial structures. The Salt Lake County Auditor assessment data totals 233,900 square feet of commercial buildings. Taxable values have been established for both commercial and residential property based on the assessed market value for the 2000 tax year. Total Assessed Number of Residential Average Market Value lots Exemption Taxable Value Tax Value Residential $76,666,410.00 528 $42,166,525.50 $79,860.84 Commercial $14,157,220.00 43 $329,237.67 Unit costs and revenues used in this analysis are for the "Canyon Rim" area as set forth in the Wall-to-Wall Cities Annexation Study, Final Report dated June 27, 2000. Property tax revenue is based on Salt Lake City's 2001 tax year mil levy to the General Fund of(.005069). Property values and commercial square footage were calculated from the Salt Lake County Auditor's Real Property Tax Assessment Information web site. Residential Fiscal Impact Analysis (per lot) Revenue Source Amount Service Cost Property Tax $404.81 Police Service $299.61 Franchise Fees $166.80 Fire Service $207.39 Telecommunications Fee $ 36.00 Public Services $180.77 Miscellaneous Revenue(1) $229.00 CED $ 59.49 Total $836.61 Total $747.26 (1) "Other miscellaneous revenues consist of licenses, permits, fines & forfeitures, charges for services, etc, from the General Fund" as per Appendix C — Salt Lake City Fiscal Impact Analysis Financial Summary — Cash of the Salt Lake City Corporation Wall-to-Wall Cities Annexation Study Final Report June 27,2000. Petition 400-01-07 Mountair Annexation Page 1 Commercial Fiscal Impact Analysis (per sq. ft.) Revenue Source Amount Service Cost Property Tax $71,763.00 Police Services $39,763.00 Sales Tax (retained)1 $31,668.00 Fire Services $ 7,017.00 Sales Tax (local share)1 $73,457.00 Public Services $11,695.00 CED $21,051.00 Total $176,888.00 Total $79,526.00 (I)Based on outlet average as per Appendix B -Salt Lake City Fiscal Impact Analysis Sales Tax Calculations of the Salt Lake City Corporation Wall-to-Wall Cities Annexation Study Final Report June 27,2000. Other Revenue Sources' Class C Highway Money $ 42550 Franchise Tax 95,375 Utility Tax Revenue 23,647 Water Rate Changes Gain/(Loss) (90,602) Total $ 70,970 (1)Assumption:Mountair annexation area is ten percent of the Canyon Rim study area. Revenue sources are based on ten percent of the Canyon Rim area calculations as per Appendix C—Salt Lake City Fiscal Impact Analysis Financial Summary—Cash of the Salt Lake City Corporation Wall-to-Wall Cities Annexation Study Final Report June 27,2000. Residential and commercial costs and revenues are estimates based on assessed values and Salt Lake County Assessor estimates of commercial square footage within the proposed annexation area. Other revenue sources are estimated on a ratio of the proposed annexation area acreage as a percent of the Canyon Rim Study Area data found in the Salt Lake City Corporation Wall to Wall Annexation Study, Final Report of June 27, 2000. The Mountair annexation area is ten percent of the Canyon Rim study area. Overall annual revenue exceeds costs by and estimate of $28,675. Overall Annual Revenue/ Costs Summary Residential Commercial Other Revenue Total Sources Revenue $ 353,660 $176,888 $161,572 $661,940 Cost 394,553 148,110 90,602 633,265 Net difference $ (40,893) $ 28,778 $70,970 $ 28,675 Petition 400-01-07 Mountair Annexation Page 2 Annexation Plat r-AD- *-- 11111, __.. 4- MOUNTAIR ANNEXATION SALT 17KE CRY {wo 0 200 .00 000 re • ij . till Scale 1 200' irc f _ Hu/a Ga vc HIGHLAND ANNEX No. 2 p ^aSY .ow T em our �� wA r ,i;.;i.AND ANNEX 'i ' R SITE i �� a VICINm_NAP NW CDICER,LOT 2, ARESEM cm LWTS Lowrey.LSy�y, r. M 2LOCK 27,10 ACRE KAT•A' WLI p}a _ �^ 2 :AN., y MOUNTAIR ANNEX NY, 1 D H K %p RED GATE/ELGIN P 0 Y TOWNHOUSE ANNEX ARUM CITY War W•� Y BRICKYARD ANNEX CASSITY PLLAZAAW 00 ANNEX W ^0 ' Y, 6758378.6161 sq. Ft I '.e a1 R: r, \.. .mmirtrprtstwiara jaw .0.- 155.1510 Acres y MILLER AVENUE C3130 SOUTH) W a CDI— NALDUF CALDER 1 r' 4 0 ANNEX ANNEXATION , tg I<J AKC3ERT WY LIM% a A I. O q9y3 NOM T b � A WAS THEICON LED FROM EXISTING RECOR SSHOWN ON THISXATI AND�PREVIOUS 1.^ ADJOINING ANNEXATIONS AND ADJUSTED FOR CLOSURE. 2 RECORDS AREA REFERENCE PLAT .Aa��,AiTW'Rf2ma AuaONmort REALTY ATLAS imtvS �22 MOUNTAIR ACRES ADDITION No.6 co,COM w RIGHT 0I VAY l0[6'82,o SnITN STREET r MOUNTAIR ACRES ADDITION No.7 _ Nl10 534'EAST e 3300 SOUTH STREET SEC LDE ANNEXATION PLATS HIGHLAND ANNEX N.2 HIGHLAND ANNEX MOUNTAIR ANNEX No.I ON MOM CM. CALDALDER UF ANNEXATION IV CASSITY PLAZA ANNEX BRICKYARD ANNEX (- RED GATE/ELGIN TOWNHOUSE ANNEX SURVEYORS CERTIFICATE ` ...,,, CITY PLANNING DIRECTO CITY FNGINFFRING DMSI CRY PUBLIC UTILITIES DEPT CITY ATTORNFY COY APPROVAL SALT lAKF CC)U NN RECORDER�_ Iwwx INN I NOE Iroiw 1U0'ON/II0 IN I�� .,+it .0.0X"i�ri, . �,, ~gym MI arm�� N/4000YMQ 1001 MIIOI��10 MOW ON NR01�AI 10 row ins 1R101�10 INS IMN G/Y SOK IN Of III:NM I�q�NY l 5 Im'N1lnIR NY 0R/Y 007ti 1!i 0tl 0► F.A. y� AA 1�N'1K OF e�� ..t ' i MT[ CiYY w01VlYR MIN,CIr000 3 maw I ' ; > 3 4 1 _ _.. ___ �_ _ _ �.._.._._... �_..��__ Vicinity Map MOUNTAIR ANNEXATION Petition 400-01-07 __, ,,,„..., ___\,,,,,..,, ,.. ., . _T_____ ._"__. 7,7________ ,, ......._J LiIL_Willi ili111.1.--iit L.=.111.1..!.ULLI,.1.1 1.IL t:.::' 1:.--.=:'11:::::.=1 -:•. ...._::-..= ____,.:Li-:::: -=.-.E1.11L-_-_.__ I 1 _i _ _aft , a Cit - _ t�_. L _t- -]es - a — - J 1 J '_l.I_ - LL I_ i i-7`r Iiini"tl._ \l-1-l.={.1-"..1�.. /-d:_I L_L — - _; ;1 — Li — _a I ( C ; T � Il � j � i � L1IL > -.L _A_ I __ 11 __ .. _� 1_ . liii__ 1 ,_L_-1.._L_L_.._ ,_ . J.J.-1. I , 1 I I d ! — J_,_, F- ri I r r - , 1-----.,-_-_, L- - . !i i { \-_--\ `, k--</,,,, --,,L_ _{_ I -1---1 I.,.. fJ_ ; _r ! IJ 1 ;..-`1 ,,,',...:::..1� ' Ili , _ J 1 1 _ I 1 11 -_.._.� ,,,\ �S,. , 1 t`— _I , { _.�_..I I _ r C , _ — ___imr YID • __ 1 EOM arlill DC i�rn_uanr.�-.,ncio � \ ��� ,.'1..--------r--t _. � J .�_. —_i-_ _ yI— .._L,......_.1 i UI"�n�7 C7C7i:7�7 C1t"1 • --^' I ` -----�- 1"'"" t2t \� —.ma— __ A�.._._.". 1 T r r ,,c „,,,, \ ,,, /\ , , i i , — ,, \ \ 1 1 f, , ‘,3 ---\;,/ :-_------r-- 1 r ___it ii I ,----.: .._:. ,__-_-__71•- 1 ( ) --7 \ \ / Y ,_F _ \TNT al- if-1:— 1 ____4_____.1 c---"D i i Brick Yard Plaza �.._ :.: ... ___,_ ___-t-__,. _., .. \ _ i.�._1._1_l Ili__. a LL1 __ "� Lilsbis Edwards — N ..____ T , — — __� Elsmeatssy --- N� „ "1 1 l 1 r-T 1._.1 v 1 n r - T" 7 T 3300 South M N \______.j___ ...1 1 , L \ ( .____1,' ---�- e_ ._aft_. e.-,Ci Bou� ii i /\ \ --- --- Resolution SALT LAKE CITY RESOLUTION NO. OF 2002 (Receiving Mountair Annexation Petition for Purposes of City Council Review) A RESOLUTION ACCEPTING AN ANNEXATION PETITION FOR APPROXIMATELY 118.49 ACRES OF LAND LOCATED BETWEEN 3000 SOUTH AND 3300 SOUTH, BETWEEN 1100 EAST AND 1700 EAST (IMPERIAL STREET), PURSUANT TO PETITION NO. 400-01-07, FOR PURPOSES OF CITY COUNCIL REVIEW. WHEREAS, Salt Lake City has received petition #400-01-07 (the "Petition") by Jim Barnett and Mady Meier, representing 343 (of 577) property owners who have submitted petitions (the "Petitioners"), requesting the annexation of approximately 118.49 acres of unincorporated territory in Salt Lake County, located between 3000 South and 3300 South, between 1100 East and 1700 East (Imperial Street), which would extend the existing corporate limits of Salt Lake City, and said Petition is attached hereto as Exhibit "A"; and WHEREAS, the Petition is signed by a majority of the owners of the real property and the owners of more than one-third in value of all real property within the territory to be annexed as shown by the last assessment rolls of Salt Lake County; and WHEREAS, Petitioners have submitted to the City a plat for the territory proposed for the annexation; and WHEREAS, the territory described in the Petition lies contiguous to the corporate limits of Salt Lake City and within an area projected for Salt Lake's municipal expansion, and otherwise initially appears to satisfy the standards and criteria applicable to annexations; NOW, THEREFORE, BE IT RESOLVED BY THE SALT LAKE CITY COUNCIL, STATE OF UTAH: 1. Petition Received for Study. The City Council hereby receives the Petition for the purposes of considering said annexation for the expansion of the City municipal limits. 2. Review by Planning Commission. This Petition shall be forwarded to the Salt Lake Planning Commission for review and analysis, taking into consideration Salt Lake City Council growth policies, applicable City master plans, the zoning of comparable areas, the requirements of the City's existing and proposed site development ordinance, and any additional requirements of the Salt Lake City Public Utilities Department and the City Transportation Division. After its review, the Planning Commission shall recommend to the City Council an appropriate zoning classification for the property upon its annexation to the City. 3. No Vested Rights. Nothing in this Resolution or in any other act, omission, or representation of the City shall be construed to vest Petitioners with rights to compel annexation of the said property, to bind the City Council to finally approve the Petitioners' annexation, to vest the Petitioners with rights to develop under particular zoning, subdivision, or development ordinances, or to require Salt Lake City to provide any municipal services or to exercise jurisdiction over the area, until such time as decisions to annex and extend the corporate limits have been made and all annexation formalities and documentation have been completed, including the preparation of the final annexation plat according to the 2 City Engineer's specification, appropriate ordinances, annexation agreements, and documentation verifying the sufficiency of the Petition. Nothing in this Resolution shall imply any approval of, or be deemed to approve, any development plans or projections contained in the Petition. PASSED AND ADOPTED by the Salt Lake City Council this day of , 2002. CHAIRPERSON ATTEST: Chief Deputy City Recorder z —is-oz._ G\RESOLUTMnnexation petition 3000 South to 3300 South-Feb 14,2002 doc 3 EXHIBIT "A" FOR OFFICE JSE ONLY "Z‘% n = Annexation Petition P Petition No. y �1 -07 '� ' lannin Salt Lake City, Utah „ Review by .i Date • Address/Location of Subject Property .3 „its fo 330,b So..4 7tLi „toe oil 60 Primary Sponsor 3 t,,,., g arr,6"i! Phone $O/- `t$5= 3133 (r/310-655! Address //2 7 E. 312"/"s" S• S VT 'g`tl0¢ FAX 4 $0/- 363- Cs42 Alternate Sponsor fiwy / 'ar Phone P/- q2S-3/o9 Address 1444. F. 3o4s S. SLR t/>- (0106 FAX # Please provide the following Information. Luse back ,r application or additional sheets,I necessay) Is the subject property contiguous to the current boundaries of Salt Lake City? t/CS What is the current use of the property? As,'4fa.,{, / �,.. l, 1, _ r}i te-.+ Go�,m ate A/ 15,,d„l What services are/ currently being provided by another municipality, county, or special district? Su . G — > a Nsti✓ ` irG Please indentify any egal or factual barriers that would affect the probability of the subject property being annexed to Salt Lake City. The following item should be included withn this form: 1. Complete the attached "Petition for Annexation into the Corporate Limits of Salt Lake City. Utah". 2 Four copies of the Annexation Plat, including boundary description, of the property proposed for annexation. The Annexation Plat shall be prepared by a licensed Land Surveyor. 3. Current property plat(s) for the prposed annexation area. Plats may be obtained from the Salt Lake County Recorder's Office, 2001 South State Street, north building. 4. The names and addresses of all property owners within 300 feet of the subject property, exclusive of intervening streets and alleys. The name, address, and tax parcel number of each property owner shall be typed on adhesive mailing labels. Please inccude all petitioners and the appropriate Community Coucil Chairperson. Names and addresses may be obtained from the County Redcorder's Office. 5. A postage fee of $.33 per address is required to cover the cost of public notification. 6. If development is proposed. please include plans for the proposed development. File the complete application with: Salt Lake City Recorder, 451 South State Street, Room 415. Please Note: On the date this petition is filed with Salt Lake City, a copy of the Annexation Petition and Annexation Plat must also be filed with the Salt Lake County Clerk, 2001 South State Street,Suite S-1100, Salt Lake City, Utah. RECEIVED Received on this dal • FEB 16 2001 Lake City Recorder CIT�t�m�CORDER • SALT LAKE CITY COUNCIL STAFF REPORT DATE: April 30, 2002 SUBJECT: Interlocal Agreement with the AmeriCorps to provide a YouthCity After School and Summer Program coordinator at the Central City Community Center. STAFF REPORT BY: Michael Sears, Budget and Policy Analyst Document Budget-Related Facts Policy-Related Facts Miscellaneous Facts Type Resolution The proposed Interlocal This resolution The Interlocal Agreement Agreement with authorizes the Mayor specifies that the City will AmeriCorps is for a to approve the pay an amount not to YouthCity Program interlocal agreement exceed$10,000. The coordinator at the Central on behalf of the City. AmeriCorps program will City Community Center. contribute an additional The YouthCity budget will $7,000 plus benefits. contribute $10,000 towards the salary of this position. Salary and benefits will be paid through Salt Lake County. The City Council will hold a briefing on May 7, 2002 regarding the proposed resolution and consider taking action on May 7, 2002. The following are possible motions that the Council can make regarding this resolution. 1. ["I move that the Council"] Adopt a resolution authorizing the approval of an Interlocal Cooperation Agreement between Salt Lake City Corporation and the Salt Lake County AmeriCorps. 2. ["I move that the Councils] Not adopt a resolution authorizing the approval of an Interlocal Cooperation Agreement between Salt Lake City Corporation and the Salt Lake County AmeriCorps. MATTERS AT ISSUE The Administration is recommending that the City Council adopt a resolution authorizing the Mayor to approve an Interlocal Cooperation Agreement between Salt Lake City and the Salt Lake County AmeriCorps Keeping Utah's Promise Program. The agreement is for the staffing of an AmeriCorps member to work as a coordinator of the YouthCity After School and Summer Program. The coordinator will provide 30-35 hours of staffing support to the program at the Central City Community Center. The City will contribute $10,000 towards the staffing costs of the AmeriCorps member. The AmeriCorps program will contribute an additional $7,000 plus benefits to-this position. Salary and benefits will be paid through Salt Lake County. The City is not adding additional staff with this program. Page 1 The City Council has previously appropriated funds to the YouthCity Program from which $10,000 in City funds will be expensed. This idea was advanced previously, but the Council disagreed with the funding source proposed. The recommendation to use the already-appropriated funding addresses the concerns raised previously. Specific program details are included in the transmittal from the Administration. cc: Cindy Gust-Jenson,Rocky Fluhart,David Nimkin,Steve Fawcett,Gordon Hoskins,and Janet Wolf Page 2 •OSSC."ROCKY"ANDERSON SALT i I�' ®r,4 0 TTY'( �i ' '"4'a NIAYORj"--� -� ,�f�, �1�1�! �ORPO � (lil SALT LAKE 2002 OFFICE OF THE MAYOR +*+" COUNCIL TRANSMITTAL TO: Rocky Fluhart, Chief Administrative Offices ATE: February 28, 2002 FROM: Janet Wolf i ector of Youth Programs RE: A resolution authorizing the Salt Lake City Mayor to contract with AmeriCorps to provide a coordinator for the YouthCity After School and Summer Program, located in the Central City Community Center. STAFF CONTACT: Janet Wolf, 535-7712 DOCUMENT TYPE: Resolution BUDGET IMPACT: $10,000 DISCUSSION: YouthCity will contract with Salt Lake County AmeriCorps, "Keeping America's Promise Program"to provide a 30-35 hours per week coordinator for the YouthCity After-school and Summer Program. The Americorps Program will match the $10,000 from the YouthCity budget with an additional $7,000 plus benefits for this position. The coordinator will be an AmeriCorps member with all salary and benefits being paid through Salt Lake County. The AmeriCorps member will complete no less than 1700 hours in this position. 451 SOUTH STATE STREET,ROOM 406,SALT LAKE CITY,UTAH 84111 TELEPHONE:801-535-7704 FAX:801-535-6331 19 RESOLUTION NO. OF 2002 AUTHORIZING THE APPROVAL OF AN INTERLOCAL COOPERATION AGREEMENT BETWEEN SALT LAKE CITY CORPORATION AND SALT LAKE COUNTY WHEREAS, Title 11, Chapter 13,Utah Code, as amended, allows public entities to enter into cooperative agreements to provide joint undertakings and services; and WHEREAS, the attached agreement has been prepared to accomplish said purposes; THEREFORE, BE IT RESOLVED by the City Council of Salt Lake City, Utah: 1. It does hereby approve the attached Interlocal Cooperation Agreement between SALT LAKE CITY CORPORATION, and SALT LAKE COUNTY, to wit: The City and the County desire to enter into an interlocal agreement for the purpose of City providing program delivery funding to the Salt Lake County AmeriCorps Keeping Utah's Promise Program. Working in coordination with the City's "Youth City"Program, AmeriCorps will coordinate the after School and Salt Lake City Youth employment programs at the Salt Lake Central City Community Center, 615 South 300 East, Salt Lake City, Utah. 2. Ross C. Anderson, Mayor of Salt Lake City, Utah, or his designee, is hereby authorized to execute said agreement on behalf of Salt Lake City Corporation, subject to any minor changes which do not materially affect the rights and obligations of the City thereunder. Passed by the City Council of Salt Lake City, Utah, this day of 2002. SALT LAKE CITY COUNCIL By CHAIRPERSON ATTEST: APPROVED AS TO FORM Salt Lake ity Attorney's Office Date / 30/3 00--- CHIEF DEPUTY CITY RECORDER Rv`7 ,./4.16 SLC Contract No. 08-3-02-6333 INTERLOCAL COOPERATION AGREEMENT SALT LAKE COUNTY AMERICORPS PROGRAM KEEPING UTAH' S PROMISE THIS INTERLOCAL COOPERATION AGREEMENT is made and entered into as of this day of , 2002 , by and between Salt Lake City Corporation, a municipal corporation of the State of Utah, hereinafter "City" , and Salt Lake County, a body corporate and politic of the State of Utah, through its Division of Community Resources and Development, hereinafter "County" (collectively "the Parties" ) . WHEREAS, the County has entered into a grant agreement with the State of Utah to supervise within Salt Lake County an AmeriCorps Program ( " Program" ) ; and WHEREAS, the above mentioned grant agreement authorizes the COUNTY to contract with other entities, public or private, for services in support of the Program; WHEREAS, the parties are desirous of entering into an agreement for the City to provide funds to County and for the City to receive services pursuant to the AmeriCorps Keeping Utah' s Promise Program; and WHEREAS, the parties are public agencies and therefore are authorized by Utah Interlocal Cooperation Act , §11-13-1, et seq. , Utah Code Annotated, to enter into agreements with each other for the performance of any governmental service or activity that each public entity is authorized by law to perform. NOW, THEREFORE, in consideration of the mutual promises and considerations set forth below, the parties agree to the following: TERMS 1 . PURPOSE: To provide program delivery funding to the Salt Lake County AmeriCorps Keeping Utah' s Promise Program. 2 . _CONTRACT TERM: The term of this agreement shall run from October 1, 2001 to September 30 , 2002 . 3 . SCOPE OF SERVTCCEF: County shall provide those services and allocate funds accordingly as set forth in Exhibit "A" to this Agreement, which is incorporated by reference . 4 . ArTTiTTTFS FUNDFD: The City shall provide funding for the services described in Exhibit "A" , Scope of Services . Said funding shall be derived from the City' s Youth Program Budget . 5 . RTJDGET: The City shall provide an amount not to exceed 1/ $10 , 000 . 00, for services as contemplated by the terms of this Agreement . The basis for said compensation is set forth in Exhibit "B" to this Agreement, which is incorporated by reference . 6 . ADMTNTSTRATTVT REPRESENTATIVE : The designated representatives of the parties for purposes of administering this Agreement shall be : CITY: Janet Wolf, Director of Youth Programs Salt Lake City Corporation 451 So . State Street, Room 306 Salt Lake City, Utah 84111 COUNTY: Michael R. Gallegos , Division Director Salt Lake County Community Resources and Development Division 2001 South State Street, S2100 Salt Lake City, Utah 84190 7 . RTTJLTNra: The County shall submit a billing to the Mayor' s Office of Youth Programs not more often than monthly. Each billing shall include documentation of all expenses to be reimbursed by the City (i . e . , employee time sheets showing hourly distribution of time spent according to activities outlined in Exhibit "A" , vouchers, invoices and receipts) . Additionally, verification that disbursements have been made must be provided (i . e . , canceled checks or bank statements) . 8 . VERIFICATTON OF SF,RTT_TCF;S: The County shall maintain thorough records of all business transactions and shall give City through any authorized representatives, access to and the right to examine all records, books, papers or documents related to all County operations funded in whole or in part under this Agreement for a period of three (3) years following the termination of this Agreement . 9 . TNFORMATTON: The City shall have unrestricted authority to publish, disclose, distribute and otherwise use, in whole or in part, any reports, data, materials, or other information prepared under or in conjunction with this Agreement . 10 . REPORTS: County shall submit to the City a quarterly report on project performance on forms acceptable to the City. Report shall be due no later than 15 days after close of quarter. County shall also maintain records and report to the City no later than September 15, 2002 , a final report of activities funded. 11 . ATTDTT: County shall, no later than August 31, 2002 provide the City with a copy of a financial audit of programs funded under this Agreement . Said audit shall be prepared by an independent auditor in compliance with guidelines for financial and compliance audits of federally assisted programs as contained in OMB Circulars A-122 and A-133 . 2 12 . CONFLICT OF INTF,RRST: The Parties shall establish safeguards to prohibit their respective employees, board members , advisors and agents from using positions for a purpose that is , or gives the appearance of being, motivated by a desire for private gain for themselves or others, particularly those with whom they have family, business or other ties . The Parties shall disclose to each other any conflict of interest or potential conflict of interest described above, immediately upon discovery of such. 13 . ETHTCAI, STANDARDS : The Parties represent that neither has : (1) provided an illegal gift or payoff to an officer or employee or former officer or employee, or his or her relative or business entity of the other party; (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) 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 any comparable Salt Lake County ethical standards ordinances or policies; or (4) knowingly influenced, and hereby promises that they will not knowingly influence, an officer or employee or former officer or employee of the other party to breach any of the ethical standards set forth in the City' s conflict of interest ordinance, Chapter 2 . 44 , Salt Lake City Code, or any comparable Salt Lake County ethical standards ordinances or policies . 14 . TNDF,PFNDFNT CONTRACTOR: For the purpose of this Agreement, it is understood that the parties are independent contractors and no employee or agent of one is, for any purpose of this Agreement , an employee or agent of the other. Nothing contained herein, or any of the obligations of the parties hereunder, shall in any manner inure to the benefit of third parties . 15 . TNfFMNTFTCATION: Both parties are governmental entities under the Governmental Immunity Act, §63-30-1 et seq. , Utah Code Ann. (1953 , as amended) . Consistent with the terms of the Act, the parties agree that each party is responsible and liable for any wrongful or negligent acts which it commits or which are committed by its agents, officials or employees . Neither party waives any defenses otherwise available under the Governmental Immunity Act . 16 . WORKERS COMPENSATION: The County shall provide Worker' s Compensation Insurance for the AmeriCorps member provided to the City pursuant to this Agreement as required by §67-20-3 (1) , Utah Code Ann. (1953 , as amended) . The County represents to the City that it is self-insured under the Workers Compensation laws of Utah. 17 . FEDERALREGUI .ATTONS: The Parties shall administer this 3 Agreement in compliance with all applicable federal, Utah State, Salt Lake City Corporation, and Salt Lake County laws, ordinances and regulations, including but not limited to the fnilnwing federal regulations which are incorporated herein by reference : a. The requirements and standards of OMB Circulars No . A-102 , Grants and Cooperative Agreements with State and Local Governments; A-110 , Uniform Administrative Requirements for Grants and Other Agreements with Institutes of Higher Education, Hospitals and Other Non-Profit Organizations; A-21, Cost Principals for Educational Institutions; A-87 , Cost Principals for State, Local and Indian Tribal Governments ; A-122 Cost Principals for Non-Profit Organizations; and A-133 , Audits of Institutions of Higher Education and Other Non-Profit Institutions . b. The requirements and standards set forth in the AmeriCorps Provisions, which are attached as Exhibit "C" to this Agreement and incorporated by reference . 18 . TERMINATION: The Parties may terminate the nonmonetary provisions of this Agreement without cause at any time at their convenience by giving the other party thirty (30) days written notice . All outstanding accounts and payments will be processed according to the terms and arrangements set forth herein for approved services rendered as of the date of termination. 19 . SRTOFF : Notwithstanding, any provision appearing to the contrary, County shall not be relieved of liability to the City for damages sustained by the City by virtue of any breach of this Agreement by County. The City may withhold payment of compensation to County for the purpose of setoff until such time as the exact amount of damage incurred by the City which would be due from County is determined and paid. 20 . TNTEGRATED DOCUMENT : This Agreement embodies the entire agreement between City and County for the scope of services and their terms and conditions . No verbal agreements or conversation with any officer, agent or employee of the City prior to the execution of this Agreement shall affect or modify any of the terms or obligations contained in any documents comprising this Agreement . Any such verbal agreement shall be considered as unofficial information and in no way binding upon the City. 21 . AMENDMENTS : This Agreement may be amended only by written agreement of the Parties . 22 . SEVERABILTTY OF PROVTSTONS.: If any provisions of this Agreement are held invalid, the remainder of this Agreement shall not be affected if such remainder would then continue to conform to the terms and requirements of applicable law. • 23 . NON-ASSIGNABILITY: The Parties shall not assign any interest in this Agreement , and shall not transfer any interest 4 in this Agreement without written consent of the other party. 24 . SUCCESSORS: The Parties covenant that the provisions of this Agreement shall be binding upon heirs, successors, sub- contractors, representatives and agents . IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed this day of , 2001 . SALT LAKE CITY CORPORATION By: Ross C. Anderson, Mayor ATTEST: Approved as to Form Salt Lake ity' s Attorney' s Office Date : , 3 /7 -:, By: ,Aj�,„1 CHIEF CITY RECORDER 5 SALT LAKE COUNTY By: Nancy Workman or Designee Mayor, Salt Lake County STATE OF UTAH ) : ss COUNTY OF SALT LAKE ) On this day of , 20 , personally appeared before me , who being duly sworn, did say that (s) he is the of Salt Lake County, Office of Mayor, and that the foregoing instrument was signed on behalf of Salt Lake County, by authority of law. NOTARY PUBLIC Residing in Salt Lake County Administrative Approval : Economic Development & Community Resources Michael R. Gallegos, Director Date : APPROVED AS TO FORM: Salt Lake County District Attorney' s Office Deputy District Attorney Date : 6 SALT LAKE COUNTY AMERICORPS PROGRAM KEEPING UTAH' S PROMISE EXHIBIT "A" - SCOPE OF SERVICES The Salt Lake County' s Keeping Utah' s Promise Program, provides volunteer mentoring and activities for youth through various after school and summer programs . Working in coordination with the City' s "Youth City" Program, AmeriCorps will coordinate the after School and Salt Lake City Youth employment programs at the Salt Lake Central City Community Center, 615 South 300 East, Salt Lake City, Utah. One AmeriCorps member employed by Salt Lake County' s Keeping Utah' s Promise AmeriCorps Program will perform the following tasks : Work 31-40 hours per week from October 1, 2001 through September 30 , 2002 or until member works for 1, 700 hours . Coordinate the after school programs for Youth City, which focuses on 10-14 year old young people from low income, inner city families . Conduct outreach and recruitment for Workforce Investment Act youth employability program. Develop and implement outreach plan for refugee young people and their families . 7 SALT LAKE COUNTY AMERICORPS PROGRAM KEEPING UTAH' S PROMISE EXHIBIT "B" - BUDGET Salt Lake City Corporation' s total contribution to the program enumerated in the Scope of Services of this Agreement shall not exceed $10 , 000 . 00 , which will come from the City' s Youth Programs and will be allocated as follows : A. SLC Youth Programs $10, 000 . 00 Salt Lake County Matching Funds 7, 000 . 00 1 AmeriCorps member Living Allowance $17, 000 . 00 Salt Lake County shall provide a match of $7, 000 . 00 , which shall also be paid to the AmeriCorps Member for the responsibilities as outlined in Exhibit "A" , Scope of Services, for a total program project cost of $17 , 000 . 00 Salt Lake County will submit a monthly billing for reimbursement to Charleen Sylvester, Manager, Office of the Mayor, 451 So . State Street, Room 306 , Salt Lake City, Utah 84111 . All billings will include documentation for requested reimbursement, (i . e . copes of contracts, billings and checks issued, original receipts etc . ) . 8 EXHIBIT "C" AmeriCorps° Provisions For the purposes of these Provisions,AmeriCorps refers to A;reriCorps'State, AmeriCnrps'Natiorai and ArneriCorpeTribes and Territories Programs only. The term Cooperative Agreement is used interchangeably with the term Grant or Grant Award. _ All applicable Provisions of the Cooperative Agreement shall apply to sub- Grantee AmeriCorps Programs and other awards. A. DEFItii 1'1'IONS 1. Definitions B. AMERICORPS SPECIAL PROVISIONS 2. Purposes of the Award 3. AmeriCorps Affiliation 4. Local and State Consultation 5. Prohibited Program Activities 6. Fund Raising 7. Member Eligibility.Recruitment and Selection 8. Member Training,Supervision and Support 9. Terms of Service 10. Release from Participation II. Minor Disciplinary Actions 12. Living Allowances,In-Service Benefits and Taxes 13. Post-service Education Awards 14. Matching Requirements 15. Member Records and Confidentiality 16. Budget and Programmatic Changes 17. Reporting Requirements 18. Renewal of the Award C.GENERAL PROVISIONS 19. Terms of Acceptance 20. Legislative and Regulatory Authority 21. Other Applicable Statutory and Administrative Provisions 22. Responsibilities under Grant Administation 23. Financial Management Provisions 24. Administrative Costs 25. Equipment and Supplies Costs 26. Project Income 27. Payments under the Award 28. Retention of Records 29. Site Visits 30. Liability and Safety Issues 31. Drug-Free Workplace 32. Non-discrimination 33. Supplementation,Non-duplication and Non-displacement Ftnal-April30.1999 A 1 34. Grievance Procedure '35. Ownership and Snaring of the Award Products 36. Fubiicar ons — 37. Evaivadon 38. Suspension or Termination of the Award 39. Order of Precedence • Final-Apn130.1999 2 I A. DEFITITIONS 1. Definitions. For purposes of this Cooperative Agreement,the following definitions apply- a. Act means the National and Community Service Act of 1990,as amended(42 U.S.C.§12501 et seq.) b. Administrative costs are expenses associated with the overall administration of a Program,and are defined in the General Provisions, CIause 24.Administrative Costs. c. AmeriCorps National Service Network means AmeriCorps'State, AmeriCorps'National.AmeriCorpeTribes and Territories.Volunteers in Service to America(VISTA),and National Civilian Community Corps (NCCC)Programs taken together as programs dedicated to national service. VISTA is authorized under the Domestic Volunteer Service Act (42 U.S.C.§4950 et seq.). NCCC is authorized under the National and Community Service Act(42 U.S.C.§12611 et seq.). d. Approved national service position means a national service position for which the Corporation has approved the provision of a national service education award as one of the benefits to be provided for successful service in the position. e. Cognizant agency means the federal agency coordinating audit and other fiscal requirements for those organizations with grants from multiple federal agencies. f. Cooperative Agreement is a type of federal award with substantial Corporation involvement during the Project performance period,used in these provisions interchangeably with the term Grant or Grant Award. g. Corporation means the Corporation for National and Community Service established under of the Act(42 U.S.C.§12651). h. Education Award means an award provided to a member who has completed a required term of service in an approved national service position successfully and who otherwise meets the eligibility criteria set forth in the Act. An education award may be used:(1)to repay qualified student loans,as defined in the Act:(2)toward the cost of attendance at an institution of higher education.as those terms are defined in the Act:and (3)toward expenses incurred in participating in school-to-work programs approved by the Secretaries of Labor and Education. i. Grantee,for the purposes of this agreement.means the direct recipient or the subrecipient/site of this Grant. The term sub-Grantee shall be substituted for the term Grantee where appropriate. The Grantee is Final-Apri130,1999 3 I legally accountable to the Co:ooration for the use of Grant funds and is bound by the provisions of the Grant. j. Indian tibe means a band.nation,or other organized group or community,including: (1)any Native village group as defined in§3(c)of the Alaska Native Claims Settlement Act(43 U.S.C.§1602(c)),whether organized traditionally or pursuant to the Act of June 18.1934(commonly known as the"Indian Reorganization Act",25 U.S.C.§§461 et seq.):(2) any Regional Corporation or Village Corporation,as defined in subsection (g)or(j),respectively,of section 3 of the Alaska Native Claims Settlement Act 43 U.S.C.§1602(g)or(i)),that is recognized as eligible for the special programs and services provided by the United States under federal law to Indians because of their status as Indians:and(3)any tribal organization controlled,sanctioned,or chartered by an entity described in paragraph (13)(i)(A)of this section. k_ Member means an individual: 1. who is enrolled in an approved national service position: ii. who is a U.S.citizen.U.S.national or lawful permanent resident alien of the United States: iii. who is at least 17 years of age at the commencement of service unless the member is out of school and enrolled (a)in a full-time,year-round youth corps Program or full- time summer Program as defined in the Act(42 U.S.C. §12572(a) (2)),in which case he or she must be between the ages of 16 and 25.inclusive.or (b)in a Program for economically disadvantaged youth as defined in the Act(42 U.S.C.§12572(a)(9)),in which case he or she must be between the ages of 16 and 24,inclusive: iv. has a high school diploma or an equivalency certificate[or agrees to obtain a high school diploma or its equivalent before using an education award]and who has not dropped out of elementary or secondary school in order to enroll as an AmeriCorps member(unless enrolled in an institution of higher education on an ability to benefit basis and is considered eligible for funds under section 484 of the Higher Education Act of 1965,20 U.S.C.§1091),or who has been determined through an independent assessment conducted by the Program to be incapable of obtaining a high school diploma or its-equivalent(provided that the Corporation has waived the education attainment requirement for the individual). 1. National Service Trust is the account established in the U.S. Department of the Treasury under the Act(42 U.S.C.§12601)for the purpose of holding and making payments of education awards and other education benefits to AmeriCorps members. Final-April 30.1999 4 m. means the U.S.OIfce of Management and Budget.which issues uniform adminisoadve.allowable cost and audit requirements for the administration of federal grants and other agreements. n. Out-of school youth means those individuals who have either dropped out or otherwise have no permanent affiliation with a secondary school. This definition does not include individuals who are in between school years and fully intend to return to school in the fall. o. Parent Organization means a single entity,including an Indian tribe. that is responsible for implementing and managing a National Direct AmeriCorps Program. p. Program means a national service Program.described in the Act(42 U.S.C.§12572(a)),carried out by the Grantee through funds awarded by the Corporation and carried out in accordance with federal requirements and the Provisions of this Grant. q. Project means an activity or set of activities carried out by a Program that results in a specific.identifiable community service or improvement: i that otherwise would not have been made with existing funds: and u. that does not duplicate the routine services or functions of the organization to whom the members are assigned. r. Project sponsor means an organization or other entity that has been selected to provide a placement for a member. s. Service recipient means a community beneficiary who receives a service or benefit from the service of AmeriCorps members. t State Commission means,for the purposes of these Grant Provisions, the Commission on National and Community Service established by a state pursuant to the Act(42 U.S.C.§12638),including an authorized alternative administrative entity to administer the state's national service plan and national service programs and to perform such other duties prescribed by law. u.Sub-Grantee or sub-recipient refers to an organization receiving an AmeriCorps Grant from a Grantee of the Corporation. rum(-April 30,1999 - 5 B. Av rRICORPS SPECIAL PROVISIONS 2. PURPOSES OF THII AWARD. The general purposes of this Grant are"Getting Things Done"in communities, s.tiengthening the ties that bind communities together,and developing the citizenship and skills of ArerCorps members. Activities funded through this Grant are intended to help engage Americans of all backgrounds as members in community-based service that provides a direct and demonstrable benefit that is valued by the community. Service activities must result in a specific identifiable service or improvement that otherwise would not be provided with existing funds or volunteers and that does not duplicate the routine functions of workers or displace paid employees. All applicable Provisions of the Cooperative Agreement shall flow down to sub- Grantee AmeriCorps Programs and other awards. 3.AFFILIATION WITH THE AMERICORPS NATIONAL SERVICE NETWORK. a. Identification as an AmeriCorps Program. The Grantee must identity the Program as an AmeriCorps Program and members eligible for a Corporation-approved post-service education award as AmeriCorps members. • b.The AmeriCorps name and logo. The Grantee must use the AmeriCorps name and Iogo on service gear,stationery,application forms, fundraising solicitations,recruitment brochures,orientation materials. member curriculum,signs,banners,press releases and publications created by AmeriCorps members in accordance with Corporation guidelines and requirements. The Corporation provides a camera-ready logo. To establish the relationship between the Program and AmeriCorps,the Grantee must use the phrase"The AmeriCorps National Service Network' or"an AmeriCorps*9 Program"and may use the slogan"Getting Things Done' on such materials in accordance with Corporation guidelines and requirements. The Grantee may not alter the AmeriCorps logo,and must obtain the written permission of the Corporation before: i. using the AmeriCorps name or logo on materials that will be sold,or ii. permitting donors to use the AmeriCorps name or logo in promotional materials. c. AmeriCorps service gear. The Grantee is encouraged to provide the Core AmeriCorps Service Gear Package for each member. The core package includes the standard items made available by the Corporation. Find-Aprll 30.1999 6 The Grantee should direct members to wear their service gear at officially designated ArneriCorps events and may allow members to wear their service gear at other times consistent with Corporation guidelines. The Grantee may not use Corporation funds to purchase local Frog-am service gear. d. Participation in ArneriCorps events. The Grantee agrees,within reasonable limits,to participate in AmeriCorps events and activities sponsored by the Corporation,such as the National Opening Ceremonies, conferences and national service days. 4. LOCAL AND STATE CONSULTATION. a. Community consultation. The Grantee must design.implement and evaluate the funded project with extensive and broad-based community involvement,including consultation with representatives from the community served.members and potential members,community-based agencies with a demonstrated record in providing services.foundations and businesses. b. Labor union concurrence. Prior to the placement of members,the Grantee must consult with local labor organizations representing employees of project sponsors or representing employees in the area to be served by the Program. This includes people engaged in the same or similar work as that proposed to be carried out by the Program.and is required to ensure compliance with the non-displacement requirements contained in these Grant Provisions. c. State Commission consultation. In coordination with the Corporation.AmeriCorps'National and AmeriCorps'Tribes and Territories Grantees are strongly encouraged to consult on a regular basis with the State Commission in each state that a Program operates. Such communications build upon existing programs throughout the state while avoiding the duplication of efforts in other AmeriCarps Programs. 5. PROHIBITED PROGRAM ACTIVITIES. - While charging time to the ArneriCorps Program,accumulating service or training hours or otherwise performing activities associated with the AmeriCorps program or the Corporation.staff and members may not engage in the following activities: a. Any effort to influence legislation. b. Organizing or engaging in protests,petitions,boycotts,or strikes. 7 Find-April 30.1999 c.. Assisting,promoting er deterring union organ ng. d. Impairing e_-.:sting contracts for services or collective bargaining azreernents. e. Engaging in partisan political activities or other activities designed to influence the outcome of an election to any public office. f. Participating in,or endorsing,events or activities that are likely to include advocacy for or against political parties,political platforms. political candidates,proposed legislation.or elected officials. g. Engaging in religious instruction:conducting worship services: providing instruction as part of a Program that includes mandatory religious instruction or worship:constructing or operating facilities devoted to religious instruction or worship:maintaining facilities primarily or inherently devoted to religious instruction or worship:or engaging in any form of religious proselytization. h. Providing a direct benefit to: i. a for-profit entity: ii. a labor union: iii. a partisan political organization:or iv. an organization engaged in the religious activities described in the preceding sub-clause,unless Grant funds are not used to support the religious activities. v.a nonprofit entity that fails to comply with the restrictions contained in section 501(c)(3)of Title 26,except that nothing in this section shall be construed to prevent members or Participants from engaging in advocacy activities undertaken at their own initiative. i Voter registration drives by AmeriCorps members. In addition to being an unacceptable service activity,Corporation funds may not be used to conduct a voter registration drive. j. Other activities as the Corporation determines will be prohibited.upon notice to the Grantee. Individuals may exercise their rights as private citizens and may participate in the above activities on their initiative,on non-AmeriCorps time,and using non- Corporation funds. The AmeriCorps logo should not be worn while doing so. 6.FUND RAISING. a. Members. A member's service activities may not include organized fund raising,including financial campaigns,endowment drives. solicitation of gifts and bequests,and similar activities designed for the sole purpose of raising capital or obtaining contributions for the organization. Final-April 30.1999 8 • Service activities that raise funds or in-kind cont-ibutions while generating,involving and/or encouraging community support may be considered appropriate and allowable.such as serve-a-thons,to the extent they are in direct and immediate support of an acceptable direct service and provided that they are not the Program's primary activity or involve significant amounts of an individual member's time. Prohibited activities for members include preparing grant proposals, performing other fund raising activities to help the Grantee achieve its matching requirements or to support an organization's general operating expenses.and providing fund raising assistance to other community- based organizations that do not provide immediate and direct support to a Grantee's approved direct service activity. b.Staff. An AmeriCorps staff member's time and related expenses may not be charged to the Corporation or Grantee share of the Grant while engaged in organized fund raising,including financial campaigns. endowment drives,the general solicitation of gifts and bequests.door-to- door solicitations,direct mail,or similar activities for which the sole purpose is raising capital or obtaining contributions for the organization. Expenses incurred to raise funds may be paid out of the funds raised. Development officers and fund-raising staff are not allowable expenses. Staff time and effort spent on raising the match requirements should be incidental to the overall management of the Program.and should be focused primarily on developing and disseminating information to potential funders on the AmeriCorps Program and its achievements. Staff can make presentations and educate funders on objectives,goals and accomplishments. Efforts to involve the community in support of the AmeriCorps program.such as obtaining medical contributions or assistance at a health fain donations of building supplies for an AmeriCorps construction project:and coordinating community participation in and support of a serve-a-thon and service activities are also allowable. 7. ELIGIBILITY,RECRUTTMENT,AND SFi PCTION. a. Eligibility to enroll. The Grantee may select as AmeriCorps members only those individuals who are eligible to enroll in AmeriCorps. In order to be eligible.an individual must comply with sections ii-iv of the definition of a member(Definitions,letter k). The Grantee is responsible for obtaining and maintaining documentation certifying the eligibility of members. An eligible member is an individual: i. who is a U.S.citizen,U.S.national or lawful permanent resident alien of the United States: ii. who is at least 17 years of age at the commencement of service unless the member is out of school and enrolled 9 Final-April 30.1999 (a)in a full-time,year-round youth corps Program or Pull- time summer Program as defined in the Act(42 U.S.C. §12572(a) (2)),in which case he or she must be between the ages of 16 and 25,inclusive,or (b)in a Prcgru:for economically disadvantaged youth as defined in the Act(42 U.S.C.§I2572(a)(9)),in which case he or she must be between the ages of 16 and 24,inclusive: iii. has a high school diploma or an equivalency certificate(or agrees to obtain a high school diploma or its equivalent before using an education award)and who has not dropped out of elementary or secondary school in order to enroll as an AmeriCorps member(unless enrolled in an institution of higher education on an ability to benefit basis and is considered eligible for funds under section 484 of the Higher Education Act of 1965,20 U.S.C.§1091),or who has been determined through an independent assessment conducted by the Program to be incapable of obtaining a high school diploma or its equivalent(provided that the Corporation has waived the education attainment requirement for the individual). b. Recruitment. L Community recruitment.The Grantee must seek to recruit Program members from the community in which the project is conducted.as well as members of diverse races,ethnicities,gender, ages,socioeconomic backgrounds,educational levels,and mental and physical capabilities.unless and to the extent that the approved Program design requires emphasizing the recruitment of staff and members who share a specific characteristic or background. In no case may a Grantee violate the non- discrimination and non-displacement rules governing member selection. ii. National recruitment. To supplement local recruitment efforts. the Grantee is encouraged to request referrals of eligible individuals through the Corporation's national recruitment database and the various State Commissions'recruitment systems. The Corporation's overall goal is to have 259'0 of AmeriCorps members nation-wide recruited from the national pool. Grantees may be asked to consider qualified individuals on the referral list. but will not be required to select anyone. Prospective AmeriCorps members may access the national recruitment database through the Corporation's toll-free number,1-800-94-ACORP/1-800-942-2677 (voice),or 1-800-833-3722(TDD). iii.Policy on Enrolling ACMs Late in the 1999-2000 Program Year. Due to the likelihood of amendments to the National and Community Service Act,State Commissions and Parent Organizations are strongly discouraged from allowing their programs and sites to bring on new AmeriCorps members late in Final-April 30.1999 10 1999-2000 if members will be unable to complete at least a part,-t me term of service by December 2000. c. Selection. The Grantee is responsible for establishing the minimum qualifications for membership in the Program,selecting members that meet those qualifications.and assigning members projects that are appropriate to their skill levels. The Grantee must select members in a fair,non-partisan,non-political and non-discriminatory mariner,without regard to the members need for reasonable accommodation or child care, without displacing paid employees,and in accordance with its approved application. The Grantee is encouraged to select members who possess a commitment to the goals of AmeriCorps. d. Reasonable accommodation.Programs and activities must be accessible to persons with disabilities,and the Grantee must provide reasonable accommodation to the known mental or physical disabilities of otherwise qualified members,service recipients, applicants,and program staff. All selections and project assignments must be made without regard to the need to provide reasonable accommodation. By far,the vast majority of accommodations are inexpensive. For those limited cases where reasonable accommodations are more costly,there is a limited amount of money available through State Commissions to provide accommodations for service members. By statute,only Subtitle C competitive State and National Direct ArneriCotps Programs may use these funds. The President's Committee on Employment of People with Disabilities operates a toll-free,confidential-free resource for employers on reasonable accommodation requirements and options for accommodating employees at(800)526-7234(voice/TDD),e-mail at lAN@jan.icdi.wvu.edu,or website at ww-w.pceod.gov. Accommodations that impose an undue financial or administrative burden on the operation the program or fundamentally alter its nature are not reasonable accommodations.and the Grantee must document and prove any undue burden. Similarly,persons who pose a direct threat to the health or safety to themselves or others,where the threat cannot be eliminated by reasonable accommodation,are not qualified individuals with disabilities,and the Grantee must document and prove the direct threat. e. Level of participation. The Grantee must seek to enroll the number of full-time and part-time members agreed upon in its approved application. A Program should make every effort to begin"classes"or terms of service in January,June or September,with September serving as the primary class or beginning of the Program year. Programs have the option of filling the vacated slots at any time;however,the Corporation specifically discourages rolling admissions. Should a Program not be renewed, members who were scheduled to continue in their terms of service either may be placed in other Programs where feasible,or can receive a pro- 11 Fire!-April 30.1999 •rated education award if the member has completed at least 15%of the service hour requirement. f. Member CIassification. AmeriCorps members are not employees of the Program or of the federal government. The definition of"participant" in the National and Community Service Act of 1990 as amended applies to Ar-neriCe is members. As such."a participant(member)shall not be considered to be an employee of the Program in which the participant (member) is enrolled." Moreover,members are not allowed to perform an employee's duties or otherwise displace employees. For the limited purposes of the Family and Medical Leave Act of 1993.the member may be considered an eligible employee of the project sponsor. The Family and Medical Leave Acts requirements as they apply to AmeriCorps Programs are contained in 45 C.F.R.Part 2540.220(b). Generally,this Act will apply only to second term members. g. Parental consent. Before enrolling in a Program.individuals under eighteen years of age must provide written consent from a parent or legal guardian. h. Criminal record checks. Programs with members or employees who have substantial direct contact with children(as defined by state law)or who perform service in the homes of children or individuals considered vulnerable by the program.shall,to the extent permitted by state and local law,conduct criminal record checks on these members or employees as part of the screening process. This documentation should be maintained within member or employee files. i. Criminal charges. ACMs who are officially charged with a violent felony,or with the sale or distribution of a controlled substance during a term of service will have their service suspended without a living allowance and without receiving credit for hours missed.They may resume AmeriCorps service if they are found not guilty or if the charge is dismissed. If ACMs who have been cleared of such charges are unable to complete their terms of service within one year,they may accept a pro- rated education award as Long as they have completed at least 15 percent (255 hours full-time/135 hours part-time)of their service. ACMs may elect to continue with their service beyond the first year assuming the program is renewed and the grantee has the necessary resources to absorb any additional costs.Again,the term of service may be completed at another site,if bath sites approve. ACMs who are convicted of a criminal charge as described above must be terminated for cause from the program,and they are not eligible for any portion of an educational award. 8. TRAIN-ENG,SUPERVISION AND SUPPORT. Final•April 30,1999 12 a Planning for the term of service. The Grantee must develop member position descriptions that provide for direct and meaningful service activities and performance criteria that are appropriate to the skill level of members. Member activities may not include clerical work.research,or fund raising activities unless such activities are incidental to the member's direct service activities. The Grantee must ensure that each member has sufficient opportunity to complete the required number of hours to qualify for a post-service education award. In planning for the member's term of service,the Grantee must account for holidays and other time off, and must provide each member with sufficient opportunity to make up missed hours. b. Member contracts. The Grantee must require that members sign contracts that,at a minimum,stipulate the following: i. the minimum number of service hours and other requirements (as developed by the Program)necessary to successfully complete the term of service and to be eligible for the education award; ii. acceptable conduct: iii. prohibited activities; iv. requirements under the Drug-Free Workplace Act(41 U.S.C. §701 etseq.): v. suspension and termination rules; vi.the specific circumstances under which a member may be released for cause: vii the position description: viii. grievance procedures:and ix_ other requirements as established by the Program. c. Training. Consistent with the approved budget.the Grantee must provide members with the training,skills,knowledge and supervision necessary to perform the tasks required in their assigned project positions, including specific training in a particular field and background information on the community served. The Grantee must conduct an orientation for members and comply with any pre-service orientation or training required by the Corporation. This orientation should be designed to enhance member security and sensitivity to the community. Orientation should cover member rights and responsibilities,including the Program's code of conduct.prohibited activities,requirements under the Drug-Free Workplace Act(41 U.S.C. §701 et seq.),suspension and termination from service,grievance procedures,sexual harassment,other non-discrimination issues,and other topics as necessary. d. Service-learning. The Grantee agrees to use service experiences to help members achieve the skills and education needed for productive, active citizenship,including the provision.if appropriate,of structured opportunities for members to reflect on their service experiences. Final-April 30.1999 13 Limit on education and training activities. No more t`.an 20%of the aggro ate of all AtneriCorps member service hours in a Program may be spent in education,trainaag or other non-direct activities. f. Supervision. The Grantee must provide members with adequate supervision by qualified supervisors in accordance with the approved application. The Grantee must establish and enforce a code of conduct for members. g. Performance reviews. The Grantee must conduct at least a mid-term and end-of-term written evaluation of each member's performance, focusing on such factors as: i. whether the member has completed the required number of hours; ii. whether the member has satisfactorily completed assignments; and iii. whether the member has met other performance criteria that were clearly communicated at the beginning of the term of service. h. Support services. The Grantee must provide specific support services to members who are school dropouts by assisting them in earning the equivalent of a high school diploma:and to members who are completing a term of service and are making the transition to other education and career opportunities. i. Registration to vote. The Grantee should encourage all eligible members to register and vote. However,the Grantee is prohibited from requiring members to register or to vote,and from attempting to influence how members vote. Members who are unable to vote before or after service hours should be allowed to do so during their service time without incurring any penalties. The site director should determine the length of absence. j. Jury Duty. The Grantee must allow AmeriCorps members to serve on a jury without being penalized for doing so. During the time AmeriCorps members serve as jurors,they should continue to receive credit for their normal service hours,a living allowance,health care coverage and,if applicable,child care coverage regardless of any-reimbursements for incidental expenses received from the court. lc. Member injury. The Grantee must report any serious injuries to the appropriate Corporation Program Officer immediately. L Armed Forces Reserves.Generally,the Reserves of the U.S.Army,U.S. Navy,U.S.Air Force,U.S.Marine Corps,U.S.Coast Guard,the Army National Guard and the Air National Guard require reservists to serve one weekend a month plus 12 to 15 days a year(hereafter referred to as the two-week active duty service). Final-Ap i130.1999 14 To the extent possible,grantees should seek to minimize the disruption in members'AmeriCorps service as a result of discharging reenorsibilides related to their reservist duties.If members have a choice of when to Lail their annual two-week active duty requirement.they should do so when it will not disrupt their AmeriCorps service.In instances where the dates of active duty are inflexible and conflict with ArneriCcrps service,members should be granted a leave of absence for the two-week period of active duty service in the Reserves. Members may not receive time-off for additional Reserves-related service beyond the two-week active duty service.No AmeriCorps service credit is earned for the once-a-month weekend service in the Reserves. Grantees should credit members for AmeriCorps service hours during their two weeks of active duty service in the Reserves if it occurs during their AmeriCorps service.The member would receive credit for the number of hours he or she would have served during that period had there been no interruption.For example full-time member is signed up to serve 30 hours of AmeriCorps service one week and 40 hours of AmeriCorps service on the following week.she or he would receive 70 hours of AmeriCorps service credit for the two weeks of active duty service regardless of the actual number of hours served in the Reserves. Reservists in the U.S.Armed Forces receive compensation for their mandatory two-weeks of active duty service.The compensation regulations governing the Army and Air National Guard may vary by state. Grantees should continue to pay the living allowance and provide health care and child care coverage for the two-week period of active duty. 9. TERMS OF SERVICE. a. Program requirements. Each Program must,at the start of the term of service,establish the guidelines and definitions for the successful completion of the Program year,ensuring that these Program requirements meet the Corporation's service hour requirements as defined below: i.Full-time members. Members must serve at least 1700 hours during a period of not less than nine months and not more than one year. ii. Part-time members. Part-time members who are net enrolled in an institution of higher education must serve at least 900 hours during a period of not more than two years. iii.Reduced part-time members. Reduced part-time members may serve at least 300 hours in a summer program or at least 450 hours over a time not to exceed one year. Find-Apnf JO.1999 15 iv: Abbreviated service programs. Under special circumstances, grantees may,with the Corporation's prior approval.implement a shortened program for a concentrated period such as summer. These shorter programs require members to serve full-time or close to full-time for the stipulated period. In no case will the Corporation support a shortened program under which members would serve just a few hours a week over an extended period of time without a concentrated full-time period of service. b. Service in a second term. Programs are under no obligation to enroll members for a second term of service.To be eligible for a second term. members must receive a satisfactory performance review for the first term of service. In any event,members may receive in-service and post-service benefits funded by the Corporation for only the first two terms of service. c. Notice to the Corporation's National Service Trust. The Grantee must notify the Corporation's National Service Trust immediately in writing upon a member's enrollment in.completion of,lengthy or indefinite suspension from,or release from a term of service. Lengthy or indefinite suspension of service is defined as any extended period during which the member is not serving service hours or receiving AmeriCorps benefits because it is unclear when the member might return to the Program. The Grantee also must notify the Trust when a member's status is approved and changed(i.e.from full-time to part-time or vice versa). Failure to report such changes within 30 days may result in sanctions to the Grantee up to.and including suspension or termination. Forms for this filing will be provided to the Grantee. Any questions regarding the Trust may be directed to (Z02)606-5000 ext.347. d. Notice to Child Care and Health Care providers. The Grantee must notify the Corporation's designated agents immediately in writing when a member's status changes such that it would affect eligibility for child care or health care. Examples of changes in status are converting a full-time member to part-time member,the termination of or release from service, and suspensions for cause or which are lengthy or indefinite. Program directors should contact AmeriCorps®Care at 1-800-570-4543 on child care related changes.and if using the Corporation's Allianz health care policy, should contact SRC at 1-800-788-6557. e. Changing member status. Circumstances may arise within a program that necessitate converting full-time members to part-time or vice versa. The following distinguishes between converting unfilled AmeriCorps member positions and converting currently enrolled members from their enrolled status. Note that once a member is given a partial education award,the remaining portion of that education award is not available for use. Unfilled positions.State Commissions and Parent Organizations are hereby delegated authority to approve or authorize the conversion of unfilled full-time member positions to part-time within the following Final-April 30.1999 16 ' parameters. The number of unfilled positions that may be converted may not exceed 15%of the Parent Organization's or specific State Commission Program's awarded full-arse equivalent positions or 10 full-time equivalent positions,whichever is less. For example,if a Parent Organization or specific State Commission Program was awarded 40 full-time equivalent positions,no more than 6(the lesser of 6 and 10) full-time equivalent positions may be converted for the program. If a Parent Organization or specific State Commission Program was awarded 100 full-time equivalent positions,no more than 10(the lesser of 15 and 10)full-time equivalent positions may be converted. When positions are converted.the number of full-time equivalents must remain the same within each program to maintain the equivalent estimated cost per member. In other words,if you want to replace 1 full-time unfilled member position,you must establish 2 part-time 900 hour positions. Conversely,unfilled part-time positions may be converted to full-time positions within the aforementioned constraints pertaining to number and percentage limitations,number of full-time equivalents,education awards provided.and available funds. ii.Enrolled members. (a)Full time. State Commissions and Parent Organizations may authorize or approve occasional changes of currently enrolled full- time members to part-time members within the first three months of the member's service and within the constraints defined above in section e.i. Impact on program quality should be factored into approval of requests. The Corporation will not cover health care or child care costs for part-time members,therefore appropriate adjustments must be made. It is not allowable to transfer currently enrolled full-time members to a part-time status simply to provide a part-time education award.A Change of Status form must be completed and forwarded to the Corporation within 30 days. (b)Part-time.Converting part-time members to full-time is discouraged because it is very difficult to facilitate,unless done very early in the member's term of service. State Commissions and Parent Organizations may authorize or approve such changes so long as they are within the first three months of the member's service,and the current budget can accommodate such changes. Programs must keep in mind that a member's minimum 1700 hours must be completed within 12 months of the member's original start date. A Change of Scams form must be completed and forwarded to the Corporation within 30 days. State Commissions and Parent Organizations must forward all changes and appropriate forms to the Corporation after approval. Any requests for changes that fall outside of the parameters set forth above, including those involving reduced part-time members,must come to Final-April 3O.1999 17 the Corporation for written anprovai with concurrence from the State Commission or Parent Organization. 10. RELEASE FROM PARTICIPATION. On April 9,1999,the Corporation published in the Federal Register proposed changes to the regulations governing release from participation,including the criteria for determining compelling personal circumstances. After reviewing - public comments on the proposed changes.the Corporation will issue final rules and will distribute a revised Clause 10 at that time. 11. MINOR DISCIPLINARY ACTIONS. The Grantee may temporarily suspend or impose a fine on a member far minor disciplinary reasons,such as chronic tardiness,as outlined in the conditions of the member contract. a. Temporary Suspension of Service. The period of suspension does not count toward a member's required service hours. Further,members who are suspended for minor disciplinary reasons may not receive a living allowance for the suspension period. b. Fines. If determined to be necessary for improvements in member performance or attendance.the Grantee may impose a reasonable fine on members for minor disciplinary problems consistent with the member contract The fines may not be calculated on an hourly basis. Far example.a member who is an hour late may not be fined an hour's worth of living allowance. Instead.the Grantee shall establish a written policy on fines,which is not linked to an hourly rate. The Grantee may not deduct fines from the member's living allowance. 12. LIVLNG ALLOWANCES,OTHER IN-SERVICE BENEFITS AND TAXES. The living allowance match must come from non-federal sources,unless an exception for lack of available financial resources at the local level under 42 U.S.C.§12594(g)is specifically approved in Section VII.Special Conditions of the Award document. Programs that want to provide a living allowance in excess of S8,730 must provide a Grantee match for all funds over S7,420. Programs may not provide a living allowance benefit above S17,376 unless it meets the conditions of a professional corps as provided under 42 U.S.C.§12594(c). Programs in existence prior to September 21.1993 may offer a lower living allowance than the minimum: Corporation funds will support only 85%of the actual amount. a. Living allowances. Unless otherwise agreed upon.a Grantee must provide a living allowance to full-time members in accord with the following: i. Full time requirements. The established range for a full time living allowance is between S8,730 and S17,376. The S8.730 is based Final•April 30.1999 18 on the total average annual amount provided to VISTA volunteers. The Corporation Will only fund up to 85%of the minimum living allowance(S8,730),which is a maximum of S7,420 per full-time member. A minimum of I5%must be matched by non-federal sources. A Program that wants to provide a living allowance in excess of S8,730 must provide a Grantee match for all funds over S7,420. li the program is permitted to provide a living allowance that is less than S8,730,the Corporation will only fund 85%of the actual amount. ii. Part time requirements. Programs are not required to pay part- time members living allowances. If a Program chooses to pay part- time members,it should prorate the full-time living allowance based on the part-time member's service.The Corporation will fund up to 85%of the pro-rated living allowance. iii.Other Requirements. Programs may not provide a living allowance benefit above 317,376 for full-time members unless permitted under 42 U.S.C.§12594(c).or pro-rated based on number of hours for part-time. Programs in existence prior to September 21.1993 may offer a lower living allowance than the minimum (38,730 for full-time members,or pro-rated for part-time);however, Corporation funds will only support 85%of the actual amount. b.Living Allowance Distribution. The living allowance is designed to help members meet the necessary living expenses incurred while participating in the AmeriCorps Program.Programs must not pay a living allowance on an hourly basis. It is not a wage and should not fluctuate based on the number of hours members serve in a given time period. Programs should pay the living allowance in increments,such as weekly or bi-weekly. Programs may use their organization's payroll system to process members'living allowances. However,if a payroll system cannot be altered and must show 40 hours in order CO distribute a living allowance,then members'service hours should be documented separately to keep track of their progress towards the Program's total required AmeriCorps service hours. c. Waiving the living allowance. A member may waive all or part of the payment of a living allowance if he or she believes his or her public assistance may be lost because of the living allowance,with the following caveats: i. Even if a member waives his or her right to receive the living allowance,it is possible—depending on the specific public assistance program rules—that the amount of the living allowance that the member is eligible to receive will be deemed available; ii. Members may revoke the waiver at any time during the course of the program: If a member revokes the waiver,he or she may begin receiving the living allowance only from the date on which the waiver was revoked;the member may not receive any portion of the living allowance that accrued during the waiver period. Final-April30.1999 i9 • d.Taxes and Insurance. i. FICA. Unless the Grantee obtains a ruling from the Internal Revenue Service that specifically exempts its ArneriCorps members from FICA requirements.the Grantee must pay FICA for any member receiving a living allowance. The Grantee also must withhold 7.65%from the member's living allowance. ii. Income Taxes.The Grantee must withhold personal income taxes from member living allowances,requiring each member to complete a W-4 form at the b aginning of the term of service and providing a W-2 form at the close of the tax year. Unemployment insurance. The U.S.Department of Labor ruled on April 20, 1995 that federal unemployment compensation law does not require coverage for members because no employer- employee relationship exists.The Grantee cannot charge the cost of unemployment insurance taxes to the Grant unless mandated by state law.Programs are responsible for determining the requirements of state law via their State Commission,legal counsel or the applicable state agency. AmeriCorps-National and AmeriCorps-Tribes and Territories Grantees must coordinate with their State Commissions to determine a consistent state treatment of unemployment insurance requirements. State Commissions must coordinate the determination of the state's legal requirements to pay unemployment insurance for members with the Corporation's General CounseL The Grantee must receive written approval from a Corporation Grants Officer before charging such expenses to the Grant.even if they are contained in the approved budget. iv. Worker's compensation.Worker's Compensation is an allowable cost to the Grant. The Grantee is responsible for determining whether state law requires the provision of worker's compensation for members. If a Program is not required by state law to provide worker's compensation,the Program must obtain Occupational Accidental Death and Dismemberment coverage for members to cover in-service injury or incidents. v. Liability Insurance.The Grantee must have adequate liability coverage for the organization,employees and members.including coverage of members engaged in on-and off-site project activities. e. Health care coverage.The Grantee must provide a health care policy to those full-time members not otherwise covered by a health care policy at the time of enrollment into the AmeriCorps program.or to those members who lose coverage during their term of service as a result of participating in the Program or through no deliberate act of their own. The Corporation will not cover health care costs for family members or for part-time members. i Minimum benefits.The health care policy must meet the following minimum benefits: Final-April 30.1999 20 • physician services for illness or injury; • hospital room and board; • emergency room: • x-ray and laboratory; • prescription drugs; • limited mental/nervous disorders: • limited substance abuse coverage; • an annual deductible of no more than$250 per member, • no more than S1,000 total annual out-of-pocket per member, • a 20%co-pay or a comparable fixed fee with the exception of a 50%co-pay for mental and substance abuse care:and • a maximum benefit of S50.000. ii. Corporation health care policy. Programs without existing health care coverage or with coverage that does not meet the • minimum requirements may select the AmeriCorps alternative health care policy. Information and brochures relative to this coverage will be provided by the Corporation's administering agent.Strategic Resource Company(SRC). Programs that have not received information,or that have additional questions.may contact SRC at 1-800-788-6557. It is the Program Director's responsibility to enroll members into the policy at the beginning of the service term and to notify SRC of any changes in the group enrollment during the program year. iii.Use of an existing health care policy. If a Grantee is going to use a health care policy that charges more than$150 per month per member to the Corporation,a copy of the policy along with a summary of its coverage and costs must be sent to the Corporation's Grants Office. Grantees with a National Association of Service Conservation Corps(NASCC)policy at the time of their initial application for the AmeriCorps Grant only need to notify the Grants Office. iv. Part-time members. Although no portion of health insurance expenses for part-time members may be paid from Corporation funds,Programs may choose to provide health care to part-dme members from other sources. v.Part-time members serving in a full-time capacity. Part-time members who are serving in a full-time capacity for a sustained period of time(such as a full-time summer project)may be eligible for health care benefits supported with Corporation funds, although that coverage must be approved in the Grant or via prior written approval from the Corporation. f. Child care. The Grantee must ensure that child care is made available to those full-time members who need such assistance in order to participate. Members are not eligible to receive child care from AmeriCorps while they are receiving other child care subsidies. Fats!-April 30.1999 21 i. Member eligibility. A member is considered to need child care in order to participate in the Program if: (a) he or she is the parent or legal guardian(or acting in loco parentis) for a child under the age of 13 who resides with the member; (b) he or she has a family income that does not exceed the state's income eligibility guidelines for a family of the same size. At a maximum,family income can be no more than 75%of the state's median income;and (c) at the time of acceptance into the Program.he or she is not receiving child care from another available source. E. Qualified providers. To be eligible for payment with ArneriCorps funds,a child care provider must qualify under the Child Care and Development Block Grant Act of 1990(42 U.S.C.§ 9858c(4)(A)). Each state has its own criteria. Payments will not be made to ineligible providers. iii. Administration of child care payments. In general.the Corporation will provide for child care payments,which will be administered through the National Association of Child Care Resource and Referral Agencies(NACCRRA),hereafter referred to as AmeriCorps®CARE. Grantees that choose to provide child care as a match source(as approved in their budget)may use AmeriCorps®CARE for technical assistance. Grantee's can contact AmeriCorps®CARE at 1-800-570-4543 with questions regarding child care. iv. Program Director's responsibilities. In addition to determining a member's eligibility at the start of their term of service.Program directors are required to notify AmeriCorps®CARE immediately in writing when: (a) a member is no longer eligible for child care benefits due to a change in the member's eligibility status(e.g.,family income exceeds the limit.the child turns 13,a full-time member becomes a part-time member,or a member leaves the Program); (b) new or existing members become eligible for child care benefits: (c) a member wishes to change child care providers or a child care provider will no longer provide child care services:or (d) a member is absent from the Program for excessive periods of time(five or more days in a month). Costs incurred due to the Grantee's failure to keep AmeriCorps®CARE immediately informed of changes in a member's status may be charged to the Grantee's organization. v. Part-time members. Although no portion of child care expenses for part-time members may be paid from Corporation funds,Programs may choose to provide child care to part-time members from other sources. vi.Pan-time members serving in a full-time capacity. Part-time members who are serving in a full-time capacity for a sustained Feral-April 30.1999 2 period of time(such as a full-time summer project)may be eligible for child care benefits supported with Corporation funds.although that coverage must be approved in the Grant or via prior written approval from the Corporation. vii. Payments. Payments or reimbursement for child care benefits will be made for eligible members to qualified providers from the date child care need was established after service began. No payments and reimbursements will be made in the event the AmeriCorps member was ineligible,or if the provider was not qualified under the state guidelines. g. Family and Medical Leave. AmeriCorps members who have served for at least 12 months and 1250 hours can take family and medical leave in accordance with the Family and Medical Leave Act of 1993 (FMLA), provided the sponsoring institution,if non-federal.employs staff of more than 50.people. (See the Corporation's Regulations at 45 C.F.R.Part 2540.220) Under FMLA,members may take up to 12 weeks of unpaid leave during a 12 month period for the following reasons: L the birth of a child: ii. the placement of a child with an AmeriCorps member through adoption or foster care: iii. serious illness of an AmeriCorps member's spouse,child or parent:or iv. serious illness preventing the AmeriCorps member from performing his or her essential service duties. According to Corporation regulations.a serious health condition is an illness requiring in-patient care or continuing treatment by a health care provider. In the Grantee's discretion,temporary leave may also be authorized for the reasons allowed under FMLA to AmeriCorps members who do not otherwise meet the eligibility requirements for FMLA leave as described above. If temporary leave is appropriate,grantees have the flexibility to determine the duration of the absence for up to 12 weeks. The length of the leave must be based on two considerations: (1) the circumstances of the situation:and(2)the impact of the absence on the member's service experience,and the overall program. If the disruption would seriously compromise the member's service experience or the quality of the program as a whole,then the grantee may offer the member the option of rejoining the program in the next class or completely withdrawing from the program. The grantee also may allow a member to take intermittent leave or reduce his or her service hours for any of the reasons mentioned above. Grantees may continue to provide health care coverage to members on family and medical leave. If at the end of the leave,a member decides not to rejoin the program,FMLA allows grantees to recover their health premium payments,unless the reason for not returning is the Final-Apra JO.1999 23 continuation of the serious health condirion or other circumstances beyond the member's control. However,given the small amounts involved(in most cases less than S300 per AmeriCorps member).Grantees may elect not to adopt this recovery policy. Family and medical leave does not count toward the requisite service hours and members may not receive a living allowance during this period. h. Federal Work Study. Upon Corporation approval,Work Study students may be enrolled as AmeriCorps members. AmeriCorps member benefits are reserved to those individuals who enroll in an AmeriCorps position in a program that has been approved by the Corporation. Except as required by Federal Work Study regulations,AmeriCorps members may not be paid on an hourly basis. Federal Work Study funds are treated as any other federal funds and do not affect Grantee matching requirements. Programs that use Federal Work Study funds to support members still have to raise at least 15 percent of member support costs through non-federal sources. 13. POST-SERVICE EDUCATION AWARDS. In order for a member to receive a post-service education award from the National Service Trust,the Grantee must certify to the National Service Trust that the member is eligible to receive the educational benefit. The Grantee must notify the National Service Trust on a form provided by the Corporation when it enrolls a member for a term of service,when the member completes the term. and whenever there is a change in the member's status during the term(e.g., release for compelling circumstances or suspension). A member may receive a post-service education award only for the First two terms of service. One full- time and one-part time term of service count as two terms. If a member is released for reasons other than misconduct prior to completing 15%of a term of service,that term does not count as one of the two terms for which an education award may be provided. No Corporation or other federal funds may be used to provide member support costs for a third or subsequent term of service in an AmeriCorps State or National Program. In order to receive a full education award,a member must perform the minimum hours of service as required by the Corporation and successfully complete the program requirements as defined by the program. For example,if successful completion of a full-time program requires 1,800 service hours,members in that particular program are not eligible for an education award simply upon completion of 1,700 hours. If a member is released from a Program for compelling personal circumstances. the member is eligible for a pro-rated education award based on the number of hours served,if it is at least 15%of the total required hours.Questions regarding authorized uses of the education award should be directed to the Trust at(202) 606-5000 ext.347. Final•Apr.'130.1999 24 • 14.N ATCHING REQUIREMENTS. a. Matching obligation- The Grantee must provide and account for the matching funds as agreed upon in the approved application and budget. All programs are required to raise some funds from the private sector,i.e. non-governmental funds. The Corporation's statute requires,at a minimum,the following aggregate matches: i.Member Support Costs: 15% including Living Allowance,FICA.Unemployment Insurance, Worker's Compensation and Health Care ii.Program Operating Costs: 33% including Other Member Costs.Staff.Operating Costs,Internal Evaluation and Administration For further requirements,refer to OMB Circular A-102 and its implementation regulation(45 C.F.R.Part 2543)or A-110(45 C.F.R.Part 2541),as applicable. b.Cash match for Member Support Costs. The Grantee's matching contributions for Member Support Costs(excluding health care) must be in non-federal cash.unless otherwise authorized in accordance with ArreriCorps Special Provision 12,Living Allowance. Tribal funds acquired through P.L.93-638 are considered non-federal and may be used to match Member Support Costs. Unless otherwise agreed upon by the Corporation.programs must meet the grantee share of Member Support Costs,as indicated in the approved budget.during each reporting quarter. c. Cash or in-kind match for Program Operating Costs. Contributions. including cash and third party in-kind,will be accepted as part of the Grantee's matching share for Program Operating Costs(defined as those other than the Member Support Costs)when such contributions meet all of the following criteria: i. They are verifiable from Grantee records; ii. They are not included as contributions for any other federally- assisted Program; .They are necessary and reasonable for the proper and efficient accomplishment of Program objectives;and iv. They are allowable under applicable cost principles. d. Exception for volunteer community service. Because the purpose of this Grant is to enable and stimulate volunteer community service,the Grantee may not include the value of direct community service performed by volunteers.However,the Grantee may include the value of volunteer services contributed to the organization for organizational functions such as accounting,audit,training of staff and AmeriCorps Programs. Final-Atoll 30.1999 25 • e. Administrative costs.Administrative costs cannot exceed 5%of total Corporation funds actually expended. Administrative costs which exceed the Corporation's maximum administrative cost limit of 5%but which otherwise would have been allocable to the Grant.are allowable as the matching share under the Administrative costs budget line item. See General Provisions.Clause 24,Administrative Costs. f. Valuation. The value of Grantee contributions of services and property will be determined in accordance with applicable cost principles set forth in OMB Circulars A-2I,A-87 and A-122,and the approved budget. 15. MEMBER RECORDS AND CONHDENTIALITY. a. Record-keeping. The Grantee must maintain verifiable records which document each member's eligibility to serve based upon citizenship or lawful permanent residency,birthdate,level of educational attainment. date of high school diploma or equivalent certificate(if attained), participation start date and end date,hours of service per week.location of service activities and project assignment. The records must be sufficient to establish that the individual was eligible to participate in the Program and that the member successfully completed the Program requirements with a minimum of 1700 hours of participation as a full-time member or 900 hours of participation as a part-time member. The signed member contract should also be maintained in Grantee files. b. No high school diploma. If a member does not have a high school diploma or its equivalent at the time of enrollment,the Grantee must maintain a record of the member's elementary or high school drop-out date,the member's written agreement to obtain a high school diploma or its equivalent before using the education award,and.if applicable, verification of the member's enrollment at an institution of higher education on an ability to benefit basis and eligibility for funds under§ 484 of the Higher Education Act. If the member has been determined to be incapable of obtaining a high school diploma or its equivalent,the Grantee must retain a copy of the supporting independent evaluation. c. Confidential member information. The Grantee must maintain the confidentiality of information regarding individual members. The Grantee must obtain the prior written consent of all members before using their names,photographs and other identifying information for publicity, promotional or other purposes. Parental or legal guardian consent must be obtained for members under 18 years of age. Grantees may include an informed consent form as part of the member contract materials which are signed at the time the member enrolls. Grantees may release aggregate and other non-identifying information, and are required to release member information to the Corporation and its designated contractors. The Grantee must permit a member who submits Final-April 30.1999 26 a written request for access to review records which pertain to the member and were created pursuant to this Grant. 15. BUDGET AND PROGRANLMATIC CHANGES. a. Programmatic changes. The State Commission or Parent Orgar_izar cn must obtain the odor written approval of the Corperation before making the following changes in the approved Program: i Changes in the scope.objectives or goals of the Program. whether or not they involve budgetary changes: ii. Substantial changes in the level of participant supervision: iii.Entering into sub-Grants or contracting out any ArneriCorps Program activities funded by the Grant and not specifically identified in the approved application and grant. b. Changes in the budget. The Grantee must obtain the prior written approval of the Corporation before deviating from the approved budget in any of the following ways: i. Budgetary transfers to absorb administrative costs above the amount specified in the approved budget,if below the 5% maximum limit. ii. Reallocation of funds from the"Member Support Cost" category to other categories of the approved budget. However,the Grantee may reallocate funds within the line items in this category, except for increases in health care cost per member,which must be approved. The specific line items covered by this subclause are: (a) Living allowance, (b) FICA,worker's compensation.and unemployment insurance and (c) Health care(or alternative health care). iii. Within the"Other Member Costs'category,the Grantee may not decrease funds budgeted for training and education without prior Corporation approval. iv.Specific Costs requiring prior approval before incurrence under OMB Circulars A-21,A-87 or A-122. For certain cost items, the cost circulars require approval of the awarding agency for the cost to be allowable. Examples of these costs are overtime pay, rearrangement and alteration costs,and preaward costs. v. Purchases of equipment over$1,000(One thousand)using Grant funds,unless specified in the approved application and budget. c. Approvals of Programmatic and Budget Changes. The Corporation's Grants Officers are the only officials who have the authority to alter or change the provisions or requirements of the Grant. The Grants Officers will execute written amendments or changes to the Grant.and Grantees should not assume approvals have been granted unless documentation from the Grants Office has been received. Final-April J0.1999 27 17. REPORTLNNG REQUtRE:M iNTS. a.Financial Status and Progress Reports. State Commissions and Parent Organizations are required to submit semi-annual Financial Status Reports and semi-annual Progress Reports to the Corporation. State Commissions and Parent Organizations must submit these reports by the dates to be determined and include 3 copies along with the original. i. Financial Status Reports(FSR 269a). AmeriCorps*State programs and most AmeriCorps*National sites that receive subgrants must submit at least two Financial Status Reports(SF 269a)to their respective State Commission or Parent Organization. In general.if a site has a Corporation-approved budget then submission of an FSR for that site/sub-Grantee is required. State Commissions and Parent Organizations will set their own submission deadlines for their respective programs and sites. State Commissions/Parent Organizations are required to forward Financial Status Reports(FSR 269a)from programs and budgeted sites to the Corporation's Grants Office 30 days after the close of each calendar quarter. These reports should be forwarded to the Grants Office. ii. Progress Reports. Guidance on required topics and formats will be provided by the Corporation prior to the scheduled reporting dates. These reports should be forwarded to the Program Office. The Corporation will issue submission dates for the FSRs and Progress Reports when they are determined. Due to the reduced reporting requirements.the dates will coincide with the submission dates of applications to the Corporation. iii.Annual/Final Reports. State Commission programs and Parent Organizations completing the final year of their grant must submit. in lieu of the last quarterly progress report.a final progress report that is cumulative over the entire grant period. This progress report is due 90 days after the close of the grant. Guidance on required topics and formats will be sent during the coming fiscal year. iv. Final Financial Status Reports. State Commissions and Parent Organizations completing the final year of their grant must submit, in lieu of the last quarterly FSR,a final FSR that is cumulative over the entire grant period. This FSR is due 90 days after the :lose of the grant. b. AmeriCorps Member-Related Forms. The following documents are required from the Grantee: i Enrollment Forms. State Commissions and Parent Organizations must submit Member Enrollment Forms to the • Corporation no later than 30 days after a member is enrolled. FF l•Apri130,1999 23 ii. Change_of Status Forms. State Commissions and Parent • Organizations must submit Member Change of Status Forms to the Corporation no later than 30 days after a member's status is changed. By forwarding Member Change of Status Forms to the Corporation.State Commissions and Parent Organizations signal their approval of the change. Exit/End-of-Term-of-Service Forms. Programs must submit Member Exit/End-of-Term-cf-Service Forms to the Corporation no later than 15 days after a member exits the program or finishes his/her term of service. c. Accomplishment Surveys. The Annual Accomplishments Report is a survey used to compile all AmeriCorps achievements during the program year. During the course of the year.a contractor will contact programs regarding detaila and the administration of the survey. For fall start-ups.these are due October 31,2000;for January start-ups, they are due January 31,2001. d. Benefit Provider Documentation. Programs are responsible for contacting applicable benefit providers immediately and directly (AmeriCorps®Care,Allianz,and others)when a change of status affects the eligibility of a member or when a member leaves the program early. 18. RENEWAL OF GRANT. Unless otherwise specified,the Grant is made for the period specified in the Grant to cover one Program year. The Corporation will provide further guidance on any renewal processes in the coming fiscal year. 29 Final-April 30,1999 • C. GENERAL PROVISIONS 19. TERMS OF ACCEPTANCE. The Grant Provisions are binding on the Grantee. By accepting this Grant, the Grantee agrees to comply with the Grant and applicable federal statutes, regulations and guidelines. The Grantee agrees to operate the funded Program _ in accordance with the approved Grant application and budget,supporting documents, and other representations made in support of the approved Grant application.The Grantee agrees to include in all subgrants the applicable terms and conditions contained in this award. 20. LEGISLATIVE AND REGULATORY AUTHORITY. This Grant is authorized by and subject to the National and Community Service Act of 1990 as amended, coded as 42 U.S.C. §12501 er seq., and 45 C.F.R Part 2510 et seq. 21. OTHER APPLICABLE STATUTORY AND ADMINISTRATIVE PROVISIONS. The following applicable federal cost principles, administrative requirements and audit requirements are incorporated by reference: a. States, Indian tribes, U.S.Territories, and local governments. The following circulars and their implementing regulations apply to states, Indian tribes, U.S. territories, and local governments: i. Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments --45 C.F.R Part 2541. ii. OMB Circular A-87, Cost Principles for State and Local Governments. iii. OMB Circular A-133, Audits of States, Local Governments and Non-Profit Organizations. b. Nonprofit organizations. The following circulars and their implementing regulations apply to nonprofit organizations: i. Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher Education, Hospitals and Other Nonprofit Organizations --45 C.F.R. Part 2543. ii. OMB Circular A-122, Cost Principles for Nonprofit Organizations. iii. OMB Circular A-133, Audits of States, Local Governments and Non-Profit Organizations. c. Educational institutions. The following circulars and their implementing regulations apply to educational institutions: 30 Final-Aipri130.1999 I. Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher Education,Hospit;,ls and Other Nonprofit Organizations—45 C.F.R Part 2543. ii. OMB Circular A-21.Cost Principles for Educational Institutions. iii.OMB Circular A-I33.Audits of States,Local Governments and Non-Profit Organizations. d. Other applicable statutes and regulations. The Grantee must comply with all other applicable statutes,executive orders,regulations and policies governing the Program.including but not limited to those cited in these Grant Provisions,the Grant Assurances and Certifications,and those cited in 45 C.F.R Parts 2541 and 2543. 22. RESPONSIBILITIES UNDER GRANT ADMINISTRATION. a. Accountability of Grantee. The.Grantee has full fiscal and programmatic responsibility for managing all aspects of grant and grant- supported activities,subject to the oversight of the Corporation. The Grantee is accountable to the Corporation for its operation of the AmeriCorps Program and the use of Corporation grant funds. It must expend grant funds in ajudicious and reasonable manner. Although Grantees are encouraged co seek the advice and opinion of the Corporation on special problems that may arise,such advice does not diminish the Grantee's responsibility for making sound judgments and does not mean that the responsibility for operating decisions has shifted to the Corporation. b. Notice to Corporation. The Grantee will notify the appropriate Corporation's Program or Grants Officer immediately of any • developments or delays that have a significant impact on funded activities,any significant problems relating to the administrative or financial aspects of the Grant.or any suspected misconduct or malfeasance related to the Grant or Grantee. The Grantee will inform the Corporation official about the corrective action taken or contemplated by the Grantee and any assistance needed to resolve the situation. c. Notice to the Corporation's Office of Inspector General. The Grantee must notify the Office of Inspector General immediately of losses of federal funds or goods/services supported with federal funds,or when information discovered by someone at a program indicates that there has been waste,fraud or abuse,or any violation of criminal law,at the program or at a sub-recipient. 23. FINANCIAL MANAGEMENT PROVISIONS. a. General. The Grantee must maintain financial management systems that include standard accounting practices,sufficient internal controls,a clear audit trail and written cost allocation procedures as necessary. Financial management systems must be capable of distinguishing Final-Apnl 20,1999 31 • expenditures attributable to this Grant from expenditures not attributable to this Grant. This system must be able to identify costs by programmatic year and by budget line item,and to differentiate between direct and indirect costs or administrative costs. For further details about the Grantee's financial management responsibilities,refer to OMB Circulars A-IO2(for State and Local Governments)and A-110(for Institutions of Higher Education and Non-Profit Organizations). b. Source documentation.The Grantee must maintain adequate supporting documents for its expenditures (federal and non-federal)and in-kind contributions made under this Grant. Costs must be shown in books or records[e.g..a disbursement ledger or journal),and must be supported by a source document.such as a receipt.travel voucher, invoice,bill,in-kind voucher,or similar document. c. Time and attendance records. i. Staff. (a) Except as provided in(b)and(c)below,salaries and wages charged directly to this Grant or charged to matching funds must be supported by signed time and attendance records for each individual employee regardless of position.and by documented payrolls approved by a responsible official of the Grantee. Except as provided in(b)and(c)below,salaries and wages chargeable between this Grant and other programs or functions of the Grantee organization must be supported by signed time and attendance records for each individual regardless of position appropriately distributing the individual's time to the different programs or functions. (b)Educational institutions are not required to support charges for salaries and wages with signed time and attendance records for professorial and professional staff if they are in compliance with the criteria in Section 8.b of OMB Circular A-21 for acceptable methods of documenting the distribution of charges for personal services. (c) State.Local and Indian Tribal governmental units are not required to support charges for salaries and wages with signed time and attendance records if they are in compliance with the standards of Section 11.h of OMB Circular A-87 for the support and documentation of salaries and wages. ii.AmeriCorps members. The Grantee must keep time and attendance records on all AmeriCotps members in order to document their eligibility for in-service and post-service benefits. Time and attendance records must be signed both by the member and by an individual with oversight responsibilities for the member. d. Audits.Recipients of federal grant awards are required to have audits performed in accordance with the Single Audit Act,as amended. Recently revised OMB Circular A-133,Audits of States,Local Fowl-April JO.1999 32 Governments and Non-Profit Organizations.provides guidance on new audit requirements pursuant to Public Law 104-156(The Single Audit Act Amendments of 1996,enacted July 5,1996). The 1996 Amendment established a 5300,000-threshold of annual federal expenditures for these audits for fiscal year ending June 30,1997 or later. A recipient of a Federal grant award(pass-through entity)is required in accordance with paragraph 400(d)of OMB Circular A-133 to do the following with regard to its subrecipients:(1)identify the Federal award and funding source:(2)advise subrecipients of all requirements imposed on them:(3)monitor subrecipient activities and compliance;(4)ensure subrecipients have A-133 audits when required:(5)issue decisions and ensure follow-up on audit findings in a timely way:(6)where necessary, adjust its own records and financial statements based on audits:and(7) require subrecipients to permit access by the pass-through entity and auditors to records and financial statements as necessary for the pass- through entity to comply with A-133. e. Consultant services. Payments to individuals for consultant services under this Grant will not exceed S443.00 per day(exclusive of any indirect expenses,travel,supplies and so on). 24. ADMLNISTRATIVE COSTS. a. Definitions. "Administrative costs"means general or centralized expenses of overall administration of an organization that receives Corporation funds and does not include particular Program or project costs. For organizations that have an established indirect cost rate for federal awards,administrative costs mean those costs that are included in the organization's indirect cost rate. Such costs are generally identified with the organization's overall operation and are further described in Office of Management and Budget Circulars A-21,A-87 and A-122. For organizations that do not have an established indirect cost rate for federal awards,administrative costs include: L costs for financial.accounting,auditing,contracting or general legal services except in unusual cases where they are specifically approved in writing by the Corporation as program costs; ii. costs for internal evaluation,including overall organizational management improvement costs(except for independent and internal evaluations of the Program or project that evaluations are specifically related to creative methods of quality improvement); and ill.costs for general liability insurance that protects the organization(s)responsible for operating a Program or project, other than insurance costs solely attributable to the Program or project. Fnal-April 30.(999 33 Administrative costs may also include that portion cf salaries and benefits of the Program's director and other administrative staff not attributable to the time spent in support of a specific Program or project. The principles that pertain to the allocation and documentation of personnel costs are stated in the OMB circulars that are incorporated in Corporation regulations[45 CFR Part 2541.220(b)]. Administrative costs generally do not include the following allowable expenses directly related to a Program or project(including their operations and objectives),such as: i. allowable direct charges for members,including living allowances,insurance payments made on behalf of members, training and travel; ii. costs for staff(including salary.benefits,training and travel) who recruit,train,place or supervise members or who develop materials used in such activities,,if the purpose is for a specific Program or project objective: iii. costs for independent evaluations and any internal evaluations of the Program or project that are related specifically to creative methods of quality improvement: iv. costs,excluding those already covered in an organization's indirect cost rate,attributable to staff that work in a direct Program or project support,operational.or oversight capacity,including, but not limited to: support staff whose functions directly support Program or project activities;staff who coordinate and facilitate single or multi-site Program and project activities:and staff who review,disseminate and implement Corporation guidance and policies directly relating to a Program or project: v. space,facility and communication costs that primarily support Program or project operations.excluding those costs that are already covered by an organization's indirect cost rate;and vi. other allowable costs,excluding those costs that are already covered by an organization's indirect cost rate.specifically approved by the Corporation as directly attributable CO a Program or project. b. Limitation by statute.Administrative costs cannot exceed 5%of total Corporation funds actually expended under this award. c. Fixed 5%. If approved on a case-by-case basis by the Corporation.the grantee may charge,for administrative costs,a fixed 5%of the total of the Corporation funds expended. In order to charge this fixed 5%,the grantee match for administrative costs may not exceed 10%of all direct cost expenditures. These rates may be usedwithout supporting documentation and are in lieu of an indirect cost rate. d. Indirect Cost Rates. i. If grantees have an approved indirect cost rate,such rate will constitute documentation of the grantee's administrative costs Final.April 30,1999 34 including the 5% maximum payable by the Corporation and the grantee match of administrative costs. ii. If a grantee wants to claim more than 10% match in administrative costs it must have or obtain an approved indirect cost rate. Where appropriate, the Corporation will establish an indirect cost rate that may be used for this and other federal awards. e. Consistency of treatment. To be allowable under an award, costs must be consistent with policies and procedures that apply uniformly to both federally financed and other activities of the organization. Furthermore, the costs must be accorded consistent treatment in both federally financed and other activities as well as between activities supported by different sources of federal funds. 25. EQUIPMENT AND SUPPLIES COSTS. a. Definition of equipment. For the purposes of this clause, "equipment" is defined as tangible non-expendable personal property having a useful life of more than one year and an acquisition cost of$5,000 (five thousand) or more per unit (including accessories, attachments and modifications). b. Definition of supplies.For the purpose of this clause, "supplies" means all personal property excluding equipment. c. Allowable purchases. Equipment and supplies are allowable as a direct cost under the Grant provided that the purchase of equipment or supplies with a unit acquisition cost of$1,000 or more has written prior approval by the Corporation or was specifically included in the approved budget. d. Prior approval for equipment or supplies purchases. In requesting prior approval from the Corporation, the Grantee will assure that each purchase of equipment or supplies: i. Is necessary, reasonable, and cost-effective in meeting the Grant objectives; ii. Does not duplicate other equipment or supplies that are reasonably available and accessible to the Grantee: and iii. Is purchased in accordance with the Grantee's standard practices. e. Title to equipment. Unless otherwise specified, title to equipment acquired by the Grantee with Grant funds vests in the Grantee, subject to the conditions specified in this clause and applicable OMB circulars. The Corporation reserves the right to transfer title to the federal government or to a third party named by the Corporation upon completion of the 35 Final-April 30. 1999 'Corporation Grant The Corporation will issue disposition irsti sctiors within 120 calendar days after the end of the Corporation's support of the project for which it was acquired. If the Corporation does not act within this tirneframe.title vests with the Grantee. f. Conditions of use. The Grantee will use the equipment in the Program for as long as it is needed,whether or not the Program continues to be supported with federal funds. If multiple uses will not interfere with the Program's needs.the Grantee will make the equipment available for use in other activities supported by the Corporation.or by other federal agencies. When no longer needed for the Program,the Grantee may use the equipment in connection with other activities sponsored by the Corporation or,if inapplicable,with other federally-sponsored activities. g. Encumbrances. The Grantee must not encumber the equipment without prior written approval by the Corporation. lh Trade-ins and offsets. The Grantee may sell or trade-in the original equipment to offset the cost of replacement equipment with the written consent of the Corporation. i. Inventory controls. Equipment with a unit acquisition cost of 35.000 or more is subject to reasonable property management standards and inventory controls in accordance with OMB Circulars A-110 and A-102, including: i. adequate maintenance procedures and loss safeguards; ii. physical inventories conducted at least once every two years; iii. maintenance of equipment records that include: (a) the description and source of the equipment(including Grant number); (b) the manufacturer's serial number or other identification number, (c) the title holder's name and address; (d) the acquisition date and cost: (e) the unit acquisition cost: (f) the percentage of federal financial participation; (g) date.location and condition;and (h) disposition and loss information. j.Disposition of Equipment. For equipment with a fair market value of $5,000 or more at the end of the Program,the Grantee may retain the equipment for use in non-federally-sponsored activities,provided that compensation is made to the Corporation as specified in OMB circulars A- 110 and A-102. If the Grantee has no need for the equipment it will request disposition instructions from the Corporation. Equipment with a fair market value of less than$5,000 at the end of the project may be retained,sold or disposed of without further obligation to the Corporation,subject to the conditions of Section 25d of this provision. Fw1-Apn130.1999 36 2S. PROJECT INCOME. a General. Income earned as a direct result of the Program's activities during the award period will be retained by the Grantee and used to finance the non-Corporation share of the Program. b. Fees for service. When using assistance under this Grant.the Grantee may not enter into a contract for or accept fees for service performed by members when: i. the service benefits a for-profit entity: ii. the service falls within the other prohibited Program activities set forth in Clause 5 of these Grant Provisions:or iii.the service violates the non-displacement Provisions of the Act. set forth in Clause 33 of these Grant Provisions. 27. PAYMENTS UNDER THE GRANT. a Advance payments. The Grantee may receive advance payments of Grant funds.provided the Grantee meets the financial management standards specified in OMB Circular A-102 and its implementing regulations(45 C.F.R.Part 2541)or A-110 and its implementing regulations(45 C.F.R.Part 2543),as applicable. b. Immediate cash flow needs. The amount of advance payments requested by the Grantee must be based on actual and immediate cash needs in order to minimize federal cash on hand in accordance with policies established by the U.S.Department of the Treasury in 31 C.F.R. Part 205. c. Discontinuing advance payments. If a Grantee does not establish procedures to minimize the time elapsing between the receipt of the cash advance and its disbursement,the Corporation may,after providing due notice to the Grantee,discontinue the advance payment method and allow payments in advance only by individual request and approval or by reimbursement. d. Interest-bearing accounts. The Grantee must deposit advance funds received from the Corporation in federally-insured,interest-bearing accounts. The exceptions to this requirement follow: i. Institutions of higher education and other non-profit organizations. If a Grantee is covered by OMB Circular A-110,it must maintain advance funds in interest-bearing accounts unless: (a) it receives less than$120,000 in federal funds per year; (b) the best reasonably available account would not be expected to earn interest in excess of S250 per year on federal cash balances;or (c) the required minimum balance is so high that it would not be feasible within expected federal and non-federal cash resources. Foie!-April JO.1999 37 Earned interest must be remitted annually to?HIS-FMS,Rockville, ND 20852. Grantees may keep up to 3250 of interest per year to offset administrative expenses. ii. State and local governments. All Grantees and sub-Grantees covered by OMB Circular A-102,with the exception of State Governments and Indian Tribes,must remit earned interest quarterly to the Corporation. Grantees may keep up to 3100 of the earned interest per year to offset administrative expenses. 23. RETENTION OF RECORDS. The Grantee must retain and make available all financial records,supporting documentation.statistical records,evaluation data,member information and personnel records for 3 years from the date of the final submission of the final Financial Status Report(S17259A), If an audit is started prior to the expiration of the 3-year period,the records must be retained until the audit findings involving the records have been resolved and final action taken. 29. Stilt VISITS. The Corporation reserves the right to make site visits to review and evaluate Grantee records.accomplishments,organizational procedures and financial control systems:to conduct interviews:and to provide technical assistance as necessary. To the extent feasible,these will be coordinated with.and in most cases organized by,State Commissions for AmeriCorpeState programs,parent organizations for AmeriCorps'National project sites,and Program Officers for AmeriCorps'Tribes and Territories Programs. Site visits will be made in the least disruptive manner possible. 30. LIABILITY AND SAFETY ISSUES. a. Liability coverage. The Grantee must have adequate liability coverage for the organization.employees and members,including coverage of members engaged in on-and off-site project activities. b. Member safety. The Grantee must institute safeguards as necessary and appropriate to ensure the safety of members. Members may not participate in projects that pose undue safety risks. Public safety Programs and other Programs posing a significant risk to members must adhere to applicable Provisions of the safety protocol issued by the Corporation and found in the Program Directors'Manual. 31. DRUG-FREE WORKPLACE. a. Notice to employees and members. In accordance with the Drug-Free Workplace Act.41 U.S.C.§701 et seq.,implementing regulations,45 Final-April JO.1999 38 • C.F.R.Part 2542,and the Grantee's certification,the Grantee must publish a statement notifying employees and members that: i. the unlawful manufacture,distribution,dispensation,possession or use of a controlled substance is prohibited in the Grantee's workplace and Program: ii. conviction of any criminal drug statute must be reported immediately to the Grantee: iii. that the employee's employment or member's participation is conditioned upon compliance with the notice requirements:and iv. certain actions will be taken against employees and members for violations of such prohibitions. b. Criminal drug convictions. The Grantee's employees and members must notify the Grantee in writing of any criminal drug convictions for a violation occurring in the workplace or during the performance of project activities no later than 5 days after such conviction. The Grantee must notify the Corporation within 10 days of receiving notice of such conviction. The Grantee must take appropriate action against such employee or member up to and including termination or member release for cause consistent with the Corporation's rules on termination and suspension of service,or require the employee or member to satisfactorily participate in an approved drug abuse assistance or rehabilitation Program. c. Drug-Free awareness Program. The Grantee must establish a drug-free awareness Program to inform employees and members about the dangers of drug abuse in the workplace,the Grantee's policy of maintaining a Drug-Free workplace.any available drug counseling.rehabilitation,and employee assistance and member support services,and the penalties that may be imposed for drug abuse violations. d. Grantee non-compliance. The Grantee is subject to suspension. termination or debarment proceedings for failure to comply with the Drug-Free Workplace Act. e. Non-discrimination and confidentiality laws. In implementing the Drug-Free Workplace Act,the Grantee must adhere to federal laws and its Grant assurances related to alcohol and substance abuse non- discrimination and confidentiality. 32. NON-DISCRIMINATION. a.Assurances. The Grantee assures that its program or activity,including those of its subgrantees,will be conducted.and facilities operated.in compliance with the applicable statutes set forth below,as well as with their implementing regulations. The Grantee assures that it will obtain an assurance of such compliance prior to extending Federal financial assistance to subgrantees. The U.S.Government shall have the right to seek judicial enforcement of these assurances. Final-April 30.1999 - 39 b. Discrimination prohibited. A person.including members,service recipients.or Program staff,may not,on the grounds of race,color, national origin,sex.age.political aF,liation.disability(for otherwise qualified individuals with disabilities),or religion(as it relates to staff, applies only to Program staff paid with Corporation funds but excludes staff paid with Corporation funds who were employed by the Grantee on the date the Corporation grant was awarded),be excluded from participation in.denied the benefits of.or be otherwise subjected to discrimination,directly or through contractual or other arrangements, under any program or activity receiving federal financial assistance,and includes but is not limited to: i.denying an opportunity to participate in,benefit from,or provide a service,financial aid,or other benefit: ii.providing an opportunity which is different or provided differently: iii.denying an opportunity to participate as a member of a planning or advisory body integral to the program: iv. segregating or subjecting a person to separate treatment: v. providing an aid.benefit.or service to a qualified disabled person that is less effective in affording opportunity to obtain the same result. vi. gain the same benefit,or reach the same level of achievement. denying a qualified disabled person the opportunity to participate in integrated programs or activities.even though permissibly separate or different programs or activities exist: vii.restricting a person's enjoyment of an advantage or privilege enjoyed by others: viii.providing different or separate aid,benefits,or services to disabled persons unless necessary in order to provide them as effectively as provided to others: ix. treating a person differently in determining admission.enrollment. quota,eligibility,membership or other requirements: x. using criteria or administrative methods,including failing to provide needed al iviliary aids for disabled persons,which have the effect of subjecting persons to discrimination.or defeating or substantially impairing achievement of the objectives of the program for a person: xi. selecting a site or location of facilities with the purpose or effect of excluding individuals from,denying them the benefits of,or subjecting them to discrimination under the program: xii.denying a qualified disabled person a benefit,aid,or participation because facilities whose groundbreaking occurred after May 30,1979 are inaccessible to or unusable by disabled persons or because programs or activities in facilities predating May 30,1979,when viewed in their entirety,are inaccessible to or unusable by disabled persons:and xiii.faiiing to provide reasonable accommodation to otherwise qualified individuals with disabilities. c. Public Notice of Nondiscrimination. The Grantee must notify members,service recipients,applicants,Program staff,and the public, including those with impaired vision or hearing,that they operate their Feral-April 30.1999 40 program or activity subject to the nondiscrimination requirements of the applicable statutes,summarize the requirements,note the availability of compliance information from the Grantee and the Corporation,and briefly explain procedures for filing discrimination complaints with the Corporation. Sample language is: It is against the law for organizations that receive federal financial assistance from the Corporation for National Service to discriminate on the basis of race,color,national origin.disability, sex,age.political affiliation.or.in most programs,religion. It is also unlawful to retaliate against any person or organization who files a complaint about such discrimination. In addition to filing a complaint with local and state agencies that are responsible for resolving discrimination complaints,you may bring a complaint to.the attention of the Corporation for National Service. If you believe that you or others have been discriminated against.or if you want more information,contact: (name.address.phone number-both voice and TDD,and preferably toll free-FAX number and e-mail address of the Grantee)or Equal Opportunity Office Corporation for National Service 1201 New York Avenue.NW Washington,D.C.20525 (202)606-5000,ext.312(voice):(202)565-2799(T'DD) (202)565-2816(FAX);eorcns.eov(e-mail) The Grantee must include information on civil rights requirements, complaint procedures and the rights of beneficiaries in member contracts, handbooks,manuals,pamphlets.and posted in prominent locations,as appropriate. They must also notify the public in recruitment material and application forms that they operate their program or activity subject to the nondiscrimination requirements. Sample language,in bold print,is"This program is available to all,without regard to race,color,national origin. disability,age,sex,political affiliation,or,in most instances,religion." Where a significant portion of the population eligible to be served needs services or information in a language other than-English.the Grantee shall take reasonable steps to provide written material of the type ordinarily available to the public in appropriate languages. d. Records and Compliance Information. The Grantee must keep records and make available to the Corporation timely,complete,and accurate compliance information to allow the Corporation to determine if the Grantee is complying with the civil rights statutes and implementing regulations. Where a Grantee extends federal financial assistance to subgrantees,the subgrantees must make available compliance information to the Grantee so it can carry out its civil rights obligations. Final-Apra 34 1999 41 The Corporation will provide specific guidance regarding records and corn-car- information. At a minimum,the Grantee should have w gable racial.ethnic.sex.and disability data regarding menthers/applicants.service recipients/applicants and Program.: staff/applicants. This data should be sufficient to measure the distribution of benefits_to the eligible population and evaluate the services provided to the different segnents of the population being served. Data on members and Program star:should be gathered,on a voluntary basis. directly from the individuals. Data on service recipients may be gathered, estimated,or based on census or other statistics. Rarial and ethnic data should be gathered for the following categories: Hispanic/Latino/Spanish culture or origin or ncn- Hispanic/Latino/Spanish culture or origin(one or the other)and one or more of the following: American Indian or Alaska Native Asian Black or African American Native Hawaiian or Other Pacific Islander White e. Obligation to Cooperate. The Grantee must cooperate with the Corporation so that the Corporation cap ensure compliance with the civil rights statutes and implementing regulations. Tne Grantee shall permit access by the Corporation during normal business hours to its books. records.accounts,staff.members,facilities,and other sources of information as may be needed to determine compliance. f. Discrimination Complaints,Investigations and Compliance Reviews. The Corporation may review the practices of the Grantee to determine civil rights compliance. Any person who believes discrimination has occurred may file a discrimination complaint with the Corporation's Equal Opportunity Office. The Grantee may not intimidate, threaten,coerce,or discriminate against an individual to interfere with a right or privilege secured by the civil rights acts or because the person made a complaint,testified,assisted or participated in any manner in an investigation,proceeding,or hearing. The Corporation will keep the identity of complainants and witnesses confidential except as necessary to conduct an investigation,hearing,or judicial proceeding. The Corporation will investigate whenever a compliance review,report. complaint,or other information indicates a possible failure to comply with the statutes and their implementing regulations. If an investigation indicates a failure to comply,the Corporation will so inform the Grantee and any applicable subgrantees and will attempt to resolve the matter by voluntary means. If the matter cannot be resolved by voluntary means, • the Corporation will initiate formal enforcement action. Final-April 30.1999 - 42 Discrr_iination complaints may be raised through the Grantee's grievance procedure. Use of the Grantee's grievance procedure may not be a required precursor to Filing a federal discrimination complaint with the Corporation. Use of the Grantee's grievance procedure does not preclude filing a federal discrimination complaint. The Grantee's grievance procedure should advise members that use of the grievance procedure does not stop the running of Corporation time frames for filing a discrimination complaint with the Corporation. In all cases where discrimination allegations have been raised with the Grantee,the Grantee must submit a written report to the Corporation's Equal Opportunity Office,which has a review authority over the investigation and disposition of all discrimination complaints. g. Self-evaluation requirements. The Grantee must comply with the self-evaluation requirements under section 504 of the Rehabilitation Act regarding accessibility for individuals with disabilities. They must comply with the self-evaluation requirements of the Age Discrimination Act of 1975. They must also comply with the self-evaluation requirements under title IX of the Education Amendments of 1972 regarding discrimination based on sex. Guidance regarding the self-evaluation requirements may be obtained from the Corporation's Equal Opportunity Office.1201 New York Avenue.NW,Washington,D.C.20525.(202)606- 5000.ext.312(voice);(202)4565-2799(TDD):(202)565-2816 (FAX):or eofcns.gov(e-mail). h. Applicable statutes. In accordance with its assurances,the Grantee must comply with all federal statutes relating to non-discrimination to the extent applicable.including,but not limited to titles VI and VILE of the Civil Rights Act of 1964(42 U.S.C.§§2000d and 3601 et seq.).section 504 of the Rehabilitation Act of 1973 as amended(29 U.S.C.§794),title IX of the Education Amendments of 1972(20 U.S.C.§1681 et seq.)the Age Discrimination Act of 1975 as amended(42 U.S.C.§6101 et seq.),the Drug Abuse Office and Treatment Act of 1972(P.L.92-255)as amended,the Comprehensive Alcohol Abuse and Alcoholism Prevention.Treatment and Rehabilitation Act of 1970(P.L.91-616).as amended,the Public Health Service Act of 1912 as amended(42 U.S.C.§5290dd-3 and 290ee-3), and the requirements of any other non-discrimination provision in the National and Community Service Act of 1990,(42 U.S.C.§12635)or any other applicable non-discrimination provision. 33. SUPPLEMENTATION,NON-DUPLICATION AND NON- DISPLACEtviF'NT. a. Supplementation. Grant funds may not be used to replace state or local public funds that had been used to support Programs or projects of the type eligible to receive Corporation Grant funds. For any given Program.this condition will be satisfied if the aggregate non-federal Final-Apri!30.1999 43 public expenditure for that Program or project in the fiscal year that support is to be provided is not less than the previous fiscal year. — b. Non-duplication. Grant funds may not be used to duplicate services that are available in the locality of a Program or project. The Grantee may not conduct activities that are the same or substantially equivalent to activities provided by a state or local government agency in which the Grantee entity resides. c. Non-displacement. i. Prohibition on displacing an employee or a position. The Grantee may not displace an employee or position, including partial displacement such as reduction in hours, wages or employment benefits, as a result of the use by such employer of a member in a Program or project. ii. Prohibition on selecting an employee for participation. The Grantee may not select a member who is employed by the Grantee or who was employed by the Grantee in the previous six months, unless the Corporation waives this requirement upon a sufficient demonstration of non-displacement. iii. Prohibition on promotional infringement. The Grantee may not create a community service opportunity that will infringe in any manner on the promotional opportunity of an employed individual. iv. Prohibition on displacing employee services, duties or activities. A member in a Program or project may not perform any services or duties, or engage in activities that would otherwise be performed by an employee, as part of the assigned duties of such employee. v. Prohibition on supplanting,hiring or infringing on recall rights. A member in a Program or project may not perform any services or duties, or engage in activities, that: (a) Will supplant the hiring of employed workers; or (b) Are services, duties or activities with respect to which an individual has recall rights pursuant to a collective bargaining agreement or applicable personnel procedures. vi. Other prohibitions. A member in a Program or project may not perform services or duties that have been performed by or were assigned to any: (a) Presently employed worker; (b) Employee who recently resigned or was discharged; (c) Employee who is subject to a reduction in force or who has recall rights pursuant to a collective bargaining agreement or applicable personnel procedures; (d) Employee who is on leave (terminal, temporary, vacation. emergency or sick); or (e) Employee who is on strike or is being locked out. 34. GRIEVANCE PROCEDURE. Pura! 44 ra!-Apri13U.1999 a Setting up a grievance procedure. Ln accordance with 42 U.S.C. §12536 and implementing regulators at 45 C.F.R.§2540.230,the Grantee must establish and implement a process for filing and adjudicating grievances from members.labor organizations and other interested parties. A grievance process may include dispute resolution programs such as mediation,facilitation.assisted negotiation and neutral evaluation. A grievance process must provide an opportunity for a grievance hearing and binding arbitration. If the grievance alleges fraud or criminal activity,it must be brought to.the attention of the Inspector General of the Corporation immediately. Discrimination complaints may also be raised through the grievance procedure. b. In the event that a sub-Grantee of a direct Grantee of the Corporation is no longer in e:dstence.the direct Grantee will assume the responsibility of fulfilling the sub-Grant's obligation to process all grievances in accordance with 45 C.F.R§2540.230. c. Alternative dispute resolution. L Informal resolution. The aggrieved party may seek resolution of a grievance through alternative means of dispute resolution (ADR)such as mediation or facilitation. ADR proceedings must be initiated within 45 calendar days of the date of the alleged occurrence. At the initial session of the ADR proceedings.the party must be advised in writing of the right to file a grievance and right to arbitration. If the matter is resolved.and a written agreement is reached,the party will agree to forego filing a grievance in the matter under consideration. ii. Neutral facilitation. If ADR is instituted.the process must be aided by a neutral party who,with respect to an issue in controversy,functions specifically to aid the parties in resolving the matter through a mutually achieved and acceptable written agreement. The neutral party may not compel a resolution. Proceedings before the neutral party must be informal.and the rules of evidence will not apply. With the exception of a written and agreed-upon ADR,the proceeding must be confidential. Any decision by the neutral party is advisory and is not binding unless both parties agree. If the grievance is not resolved within 30 calendar days of initiation,the neutral party again must inform the aggrieved party of his or her right to file a formal grievance. d. Formal grievance proceeding. i Time limits. Except for a grievance that alleges fraud or criminal activity,a grievance must be made no later than one year after the date of the alleged occurrence. If a hearing is held on a grievance,it must be conducted no later than 30 calendar days after the filing of such grievance. A decision on any such filed grievance must be made no later than 60 days after filing. Feral-Apra 10.1999 45 U. Effect of informal process. In the event an aggrieved party files a grievance after participating in an informal dispute resolution — process, the neutral party may not participate in the formal grievance proceeding. In addition,no communication or proceeding of the informal dispute resolution process may be referred to or introduced into evidence at a grievance or arbitration proceeding. e. Arbitration. i. Selection of arbitrator. If there is an adverse decision against the party who filed the grievance, or no decision has been reached after 60 calendar days after the filing of a grievance, the aggrieved party may submit the grievance to binding arbitration before a qualified arbitrator who is jointly selected and who is independent of the interested parties. If the parties cannot agree on an arbitrator. within 15 calendar days after receiving a request from one of the parties, the Corporation will appoint an arbitrator from a list of qi talified arbitrators. ii. Time limits. An arbitration proceeding must be held no later than 45 days after the request for arbitration, or if the arbitrator is appointed by the Corporation, the proceeding must occur no later than 30 calendar days after the arbitrator's appointment. A decision must be made by the arbitrator no later than 30 calendar days after the date the arbitration proceeding begins. iii. Cost. In accordance with 42 U.S.C. §12636(f)(4)(D), the cost of the arbitration proceeding must be divided evenly between the parties to the arbitration unless the party requesting a grievance proceeding prevails. If the grievant prevails, the Grantee must pay the total cost of the proceeding and reasonable attorney's fees of the prevailing party incurred in connection with the ADR proceeding. iv. Effect of noncompliance with arbitration. Pursuant to 42 U.S.C. §12636(f)(7), a suit to enforce an arbitration award may be brought in any federal district court having jurisdiction over the parties without regard to the amount in controversy or citizenship. f. Suspension of placement. If a grievance is filed regarding a proposed placement of a member in a Program or project. such a placement must not be made unless the placement is consistent with the resolution of the grievance. - g. Remedies. Remedies for a grievance filed under a procedure established by the Grantee may include: i. Prohibition of a placement of a member; and U. In grievance cases where there is a violation of non-duplication or non-displacement requirements and the employer of the displaced employee is the Grantee: (a) Reinstatement of the employee to the position he or she held prior to the displacement; (b) Payment of lost wages and benefits: as Feral-April 30.1999 (c) Re-establishment of other relevant terms, conditions and privileges of employment: and (d) Any other equitable relief that is necessary to correct any violation of the non-duplication or non-displacement requirements or to make the displaced employee whole. 35. OW tERSHiP AND SHARING OF GRANT PRODUCTS. a. Ownership. Unless otherwise specified, the Grantee owns and may copyright any work that is subject to copyright, including software designs, training manuals, curricula, videotapes and other products produced under the Grant. However, the Grantee may not sell any work which includes an AmeriCorps logo without prior Corporation written approval. b. Corporation use. The Corporation retains royalty-free, non-exclusive, and irrevocable licenses to obtain, use, reproduce, publish or disseminate products, including data, produced under the Grant and to authorize others to do so. The Corporation may distribute such products through a designated clearinghouse. c. Sharing Grant products. To the extent practical, the Grantee agrees to make products produced under the Grant available at the cost of reproduction to others in the field. 36. PUBLICATIONS. a. Acknowledgment of support. Publications created by members may include an AmeriCorps logo if they are consistent with the purposes of the Grant. The Grantee is responsible for assuring that the following acknowledgment and disclaimer appears in any external report or publication of material based upon work supported by this Grant. "This material is based upon work supported by the Corporation for National Service under AmeriCorps Grant No. . Opinions or points of view expressed in this document are those of the authors and do not necessarily reflect the official position of the Corporation or the AmeriCorps Program." b. Materials provided to Corporation. The Grantee is responsible for assuring that two copies of any such material are sent to the Corporation's Office of Public Affairs and Program Office. • 37. EVALUATION. a. Internal evaluations. The Grantee must track progress toward achievement of their Program objectives. The Grantee also must monitor the quality of service activities, the satisfaction of both service recipients and members, and management effectiveness. Internal evaluation and 47 Final-April 30.1999 monitoring should be a continuous process, allowing for frequent feedback and the quick correction of weaknesses. b. Independent evaluations. The Grantee may obtain an independent evaluation if provided for in the approved budget. c. External evaluation and data collection. The Grantee must cooperate with the Corporation and its evaluators in all monitoring and evaluation efforts. As part of this effort, the Grantee must collect and submit certain member data. including the total number of members in the Program, and the number of members by race, ethnicity, gender, age, economic background, educational level, disability classification and geographic region. The Corporation will provide forms for collecting member data. 33. SUSPENSION OR TERMINATION OF GRANT. a. Suspension of the Grant . In emergency situations, the Corporation may suspend a Grant for not more than 30 calendar days. Examples of such situations may include, but are not limited to: i. Serious risk to persons or property: ii. Violations of federal. state or local criminal statutes: and iii. Material violation(s) of the Grant or contract that are sufficiently serious that they outweigh the general policy in favor of advance notice and opportunity to show cause. b. Termination of the Grant. Pursuant to 45 C.F.R. §2540.400, the Corporation may terminate payments under the grant. revoke the designated member positions, or recover Grant funds for failure to comply with applicable provisions of this Grant. However, the Corporation will provide the Grantee reasonable notice and opportunity for a full and fair hearing, subject to the following conditions: i. Notice. The Corporation will notify the Grantee by letter or telegram that it intends to terminate payments, revoke positions or recover Grant funds, either in whole or in part, unless the Grantee shows good cause why such assistance should not be terminated. revoked or recovered. In this notice, the grounds and the effective date for the proposed termination or revocation will be described. The Grantee will be given at least 7 calendar days to submit written material in opposition to the proposed action. ii. Right to a hearing. The Grantee may request a hearing on a proposed termination, revocation or recovery. Upon 5 days notice to the Grantee, the Corporation may authorize the conduct of a hearing or other meetings at a location convenient to the Grantee to consider the proposed action. A transcript or recording must be made of a hearing. c. The Grantee may suspend or terminate assistance to a sub-Grantee, provided that such action affords the sub-Grantee, at a minimum, the Final 48 al-April 30.I999 notice and hearing rights set forth in the Provisions applicable to the Corporation in this section (38). 39. ORDER OF PRECEDENCE. Should there be any inconsistency among the Cooperative Agreement Award, the AmeriCorps Special Provisions, the General Provisions, Grants Policy Guidances, and the approved Grant Application, the order of precedence that will prevail is the (1) Cooperative Agreement Award, (2) the AmeriCorps Special Provisions, (3) the General Provisions, and (4) the approved Grant Application. 49 Final-April 30,1999 ATTACHMENT D 12 SALT LAKE CITY COUNCIL STAFF REPORT DATE: April 30, 2002 SUBJECT: Salt Lake City Housing Trust Fund loan to B.C. Development Group, LLC for the Westgate Apartment project STAFF REPORT BY: Michael Sears, Budget & Policy Analyst CC: Cindy Gust-Jenson, Rocky Fluhart, David Nimkin, Margaret Hunt, David Dobbins, and LuAnn Clark Document Type Budget-Related Facts Policy-Related Facts Miscellaneous Facts Resolution $270,000 loan from the This proposed loan Proposed resolution Housing Trust Fund of supports the Council authorizes a$270,000 Salt Lake City to B.C. housing policy included in loan from the City's Development Group, the adopted Community Housing Trust Fund. LLC to purchase and Housing Plan. Trust fund balance is rehabilitate the Westgate approximately Apartments. $2,200,000.The requested loan t rms are 2.5%for 30 years. The Administration is proposing that the City Council approve a resolution authorizing the Mayor to execute a loan agreement and related loan documents with B.C. Development Group, LLC for a $270,000 loan from the City's Housing Trust Fund. This action would facilitate the purchase of the Westgate Apartments at 264 Foss Street for rehabilitation. All 60 units in the project will continue to be marketed as affordable housing units. OPTIONS AND MOTIONS: 1. ["I move that the Council Adopt the resolution as proposed. 2. ["I move that the Council] Not adopt the resolution. MATTERS AT ISSUE/POTENTIAL QUESTIONS FOR ADMINISTRATION: • This project is leveraged with funds provided by Key Bank and Federal Low- Income Housing Tax Credits. The applicant has also received funding from the Olene Walker Housing Trust Fund in the amount of$470,000. Total purchase and rehabilitation cost for this project is projected to be $3,197,517. • The Housing Trust Fund Advisory Board reviewed this proposal and -- recommended approval on March 27, 2002. Approval was subject to the developer meeting with the current Westgate residents to discuss the project d tails. - The Council may wish to ask whether any residents have contacted the City concerning this project. Page 1 • The developer had not completed the appraisal of the Westgate Apartments when the Administration forwarded the proposed resolution. - The Council may wish to confirm that the appraisal of the project, which was to be completed in mid-April, supports the purchase and rehabilitation project costs. ANALYSIS: BACKGROUND: The Westgate Apartments were originally built as a project-based Section 8 apartment complex. This status has expired, but an annual renewal has been granted by the U.S. Department of Housing and Urban Development (HUD). Community Housing Services, Inc. intends to acquire this property and market the apartments as affordable housing over the long term (99 years). The funding application for the project is contained in the Council Transmittal for this resolution request. Page 2 i _ - 9 ' SALT ITYy CORPQRATIQI �� - - -ter- ROSS C. "ROCKY" ANDERSON COMMUNITY AND ECONOMIC DEVELOPMENT MAYOR COUNCIL TRANSMITTp4L1 TO: Rocky Fluhart, Chief Administrative OfficerC7 DATE: April 1, 2002 FROM: Marra Hunt, D Director I��G� RE: A resoluti authorizing the Mayor to execute a loan agreement between Salt Lake City Corporation and B.C. Development Group, LLC, for the purchase and rehabilitation of the Westgate Apartments located at 264 South Foss Street. STAFF CONTACT: LuAnn Clark DOCUMENT TYPE: Resolution BUDGET IMPACT: The City will loan $270,000 from its Housing Trust Fund DISCUSSION: B.C. Development Group, LLC, is requesting a $270,000 loan from the City's Housing Trust Fund to purchase and rehabilitate the Westgate Apartments, consisting of 60 units located at 264 South Foss Street. All 60 units will continue to be marketed as affordable housing units. The loan will be amortized over 30 years at 2.5% interest per year. The Salt Lake City Community Housing Plan identifies a tremendous need for more affordable housing within the City's boundaries. Creating affordable housing for the long term will help the City accomplish one of its most important housing goals. The funds requested from the Housing Trust Fund will be leveraged with funds provided by Key Bank and Federal Low-Income Housing Tax Credits. The applicant has also received $470,000 in funding from the Olene Walker Housing Trust Fund. It is anticipated the total cost of purchasing and rehabilitating the project will be $3,197,517. The Housing Trust Fund Advisory Board reviewed this proposal and recommended approval on March 27, 2002. Approval was subject to the developer meeting with the current Westgate residents to discuss the project details, and providing a full appraisal of the project that adequately covers the project costs. The developer has also met with the Poplar Grove Community Council and received support of his purchase and rehabilitation of the project. If the City Council approves this loan, the Housing Trust Fund would have approximately$2,184,383 available to loan. 451 SOUTH STATE STREET, ROOM 404, SALT LAKE CITY, UTAH 841 1 1 TELEPHONE: SO1-535-6230 FAX: 801-535-6005 acc.cco anPeR RESOLUTION NO. OF 2002 AUTHORIZING A LOAN FROM SALT LAKE CITY'S HOUSING TRUST FUND TO B.C. DEVELOPMENT GROUP, LLC. FOR THE WESTGATE APARTMENT PROJECT 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, B. C. Development, LLC, has applied to the City for a $270,000 loan at 2.5% over thirty years to purchase the Westgate Apartments located at 264 South Foss Street consisting of 60 affordable units. THEREFORE, BE IT RESOLVED by the City Council of Salt Lake City, Utah: 1. It does hereby approve Salt Lake City to enter into a loan agreement with B.C. Development Group, LLC, for$270,000 at 2.5% over thirty years from Salt Lake City's Housing Trust Fund. 2. B.C. Development Group, LLC, will use the loan to purchase and rehabilitate the Westgate Apartment project located at 264 South Foss Street, Salt Lake City, Utah. 3. Ross C. Anderson, Mayor of Salt Lake City, Utah, following approval of the City Attorney, is hereby authorized to execute the requisite loan agreement documents on behalf of Salt Lake City Corporation and to act in accordance with their terms. Passed by the City Council of Salt Lake City, Utah, this day of , 2002. RESOLUTION NO. OF 2002 SALT LAKE CITY COUNCIL By: CHAIR ATTEST: APPROVED AS TO FORM SALT LAKE CITY ATTQRNEY'S OFFICE DATE: L3/.��(/.Iy'."'�- CHIEF DEPUTY CITY RECORDER BY: 7 ( l HOUSING TRUST FUND ADVISORY BOARD w Meeting of March 27, 2002 The following board members were in attendance: Kenneth Robertson, Cara Lingstuyl, Geneva Powell, Richard Tyler, Edward Barbanell, Derek Satchell, Peter Morgan, Paula Sargetakis, John Francis, and Kent Moore. Also in attendance were Salt Lake City HAND staff members LuAnn Clark and Sandi Marler. Chairman Kent Moore brought the meeting to order at 2:07 p.m. 1. Briefing by Robin Kemker, Director, Low-Income Housing Tax Credits, Utah Housing Corporation, on the tax credit process. Mr. Kemker distributed a packet (attached) to each member of the board. He explained the UHC's role--how Salt Lake City proper is impacted and the components to the low-income housing tax credit program. He described the housing spectrum from the homeless in shelters, to the renters and homeowners. He went over the levels of income for subsidy and what type of credits that are allowed for each. He provided charts and explained the demographics of rentals, including project types, new/rehab units, comparisons with other cities, photos of different projects, and the percentage of rental units in Salt Lake City. 2. Consider request by BC Development Group LLDC for$270,000 to purchase and rehabilitate the West gate Apartments located at 264 South Foss Street (1545 West). Mr. David Baus described his project and explained briefly the rehabilitation work the BC Development Group's is proposing for the Westgate Apartments. He said that although it would cause some disruption to the tenants the work would be scheduled to cause as little inconvenience to them as possible. He said each apartment's renovation should take about five days;they will be there to start work at 8 a.m., and be out by 4:30 p.m. He said they have ordered an appraisal and will have it completed in mid-April. The appraisal was held till all of the design changes were completed. They have not yet met with the existing tenants; however, once they have a closing date they will send out notices and have a meeting to discuss the rehabilitation and what the tenants could expect during the rehabilitation process. Cara Lingstuyl made a motion that the funding for the construction of the Westgate Apartments be approved subject to: that the tenants be informed prior to the rehabilitation; and that the appraisal come in at the appropriate level. Kenneth Robertson seconded the motion, and it carried unanimously. 3. Consider request from Community Development Corporation to use 2001-2002 HOME funds for property acquisition that were approved for construction of single-family detached homes. This item was withdrawn from the agenda by the applicant. 4. Discuss Transfer of Development Rights—Paula Swaner-Sargetakis Ms. Swaner-Sargetakis said that she sent an information packet on this subject to each member. She said that all property comes with rights. Transferring the development right could provide an opportunity to use this asset to get value from your property. You can use this value to set up a program with a government agency for rehabilitation or preservation of historical buildings in the downtown area. Transferring development rights could also be used to preserve low-income housing, for developing open-space and historical buildings. Developers pay for the right to receive the rights. A program like this would require substantial community support and effort. Ms. Sargetakis said that she would like the members only to be aware at this concept/idea at this time. She said budget changes don't affect this program. 5. Discuss potential training options for Housing Trust Fund Advisory Board members. LuAnn Clark informed the board that The Enterprise Foundation has some technical assistance funds they would like to spend in Salt Lake City. One potential use of the funds would be to have research done on what other cities, counties or states have or currently use as permanent funding source for their Housing Trust Funds. Ms. Sargetakis motioned that a subcommittee be formed to look at permanent fund sources and other potential uses of the Enterprise Foundation funding. Committee members Cara Lingstuyl, Geneva Powell, Derek Satchell, and Paula Sargetakis volunteered to serve on this subcommittee with Paula acting as chair. Sandi Marler would provide staff support. Peter Morgan seconded the motion that passed unanimously. The subcommittee will meet prior to the next board meeting and will have an update on the April board meeting agenda. ********* LuAnn Clark provided the members an update on the Kingswood Apartments project, Capitol Villa project, new funding request to the Redevelopment Agency Trust Fund, the Mayor's recommendations for HOME funding and the Housing Trust Fund Annual report. Sandi Marler provided the members with dates of upcoming board meetings. The April meeting was changed to Thursday the 25th at noon so that Mr. Moore could attend. The meeting was adjourned at 2:10 p.m. Poplar Grove Community Council March 5,2002 Mr.David Baus Westgate Apartments 264 Foss St Salt Lake City UT 84104 Dear Mr.Baus: The Poplar Grove Community Council,at its February 27,2002 meeting,approved your request to proceed with your request to convert the Westgate Apartments to affordable units. We understand that this project will include new siding,a basketball area,covered parking, handicapped access for the units on the lowest floor,professional management services,and other improvements to the property. Thank you for your investment in our neighborhood. Sincerely, Edie Trimmer Poplar Grove Community Council Cc: Marilynn Lewis,SLC Planning FUNDING APPLICATION SALT LAKE CITY HOUSING TRUST FUND Cover Sheet Project Name: Westgate Apartments Applicant/Organization: BC Development Group LLC Mailing Address: 535 Unionwood Drive Midvale, Utah 84109 Contact Person: David Baus Phone Number: 801-244-8561 Fax Number: 801-562-5575 E-mail: davidibaus@cs.com Federal Employee Identification Number 87-0674425 Project Name (if applicable): Westgate Apartments Project Location: 264 South Foss Street Amount Requested: $270.000 Terms Requested: 2.5%, 30 Years Fix (Match State Terms) Please contact Sandi Marler at 535-7269. to answer questions or for assistance to complete this application. The application is typed in Microsoft Word and is available on disc. I Proj ct D scription Part I 1. Describe the project. Please attach site plan, floor plan, and elevation of your project, if available. Please address how your project will be accessible/visitable. Westgate Apartments "Westgate" comprised of 60 one-bedroom units. After the redevelopment of the Westgate the will commit to be 100% affordable with an average Area Median Income of 44.9%. Accessible, presently Westage has 1 accessible unit, BC Development Group LLC "BC" plans to renovate 3 more units and bring the total of accessible unit up to 4 units. BC is working with "Assist" in the design of these units. See Tab 1 for project summary, site plan, and elevation photos. 2. Does the project conform to the City's Master Plan for the area? Please indicate which master plan. Briefly restate the master plan objectives the project will meet. Salt Lake City Housing Plan. Master Plan Objectives, is to help address and meet Salt Lake City Affordable Housing Goals. 3. What is the property zoned? RMF-45 4. How will the community be involved? Please provide a letter of support from the Community Council in the area. Yes, the community will involve in the redevelopment and design of the Westgate. Support letters, see tab 2 5. Who will benefit from this project? Please include income information. Low to moderate low-income tenant population, which live in Salt Lake City. See tab 3 for income information. 6. How will the project be accomplished if the Salt Lake City Trust Fund is unable to fund this request? The Salt Lake City Trust Funds is the final source in filling our financial gap. Do to the income targeting and the amount of rehab, without the Salt Lake City Trust Fund, this project would have to b restructured and BC would lose all Federal and State funding sources. This redevelopment of the project would just "die". 9 Project Funding Part II 1. Please list the sources of all funds as of the date of the application. If this is a tax credit project, please provide a copy of the tax credit application. Sources of Funding/Construction: Source Amount Equity Key Bank $1,495,541 1st Mortgage UCRC $ 821,976 5�^� 2"a Mortgage DCED $ 475,000 2 Other Secured Debts Salt Lake City $ 270,000 Unsecured Debt Owner Equity $ 135,000 Other Total Sources as of: $3,197,517 Sources of Funding/Post Construction: Source Amount Equity 1st Mortgage 2sd Mortgage Other Secured Debts Unsecured Debt Other Total Sources as of: la. Ratio of Salt Lake City Trust Funding to total funding: 11 to 1 2. Please list the uses of all funds for the proposed project, being as specific as possible. The total of Uses of Funds should equal the total project cost. Uses: Land/Building Acquisition Cost $1,820,000 Rehabilitation/Construction Cost $ 979,755 NE, Permit and other fees $ 10,200 Developer Fee $ 197,175 Interim/Permanent Financing Cost $ 113,487 Soft Cost $ 38,500 Total uses as of: January 8, 2002 $3,197.517 I 3. What will be the value of the project at the time of completion? The value i estimated to be 3 million 4. Please attach sales or operating projections for the project for the first five years after completion. Please list below the assumptions made to prepare the operating projection. Please show revenue and expense categories in as much detail as possible. See tab 4 5. What is the source of repayment of the funds? Rent collected monthly 6. What type of security is being offered to the City?Westgate Real Estate. 7. Please list any other governmental grants, loans, tax credits, licenses, etc., necessary for this project to proceed. Please include if the money has been awarded or where it is in the process. List of money which have been awarded: A. Tax Credits, Westgate has received an allocation of 2002 credits. B. Olene Walker Housing Trust Funds, Westgate has received an allocation of funds in December of 2001. 8. Please describe the purchase terms under which the applicant will/has acquire(d) the property. How much of the purchase price will be paid with equity provided by the applicant? By others? BC has an option on the Westgate Apartments. Purchase price is $1,820,000. Equity will be provided by KeyBank in the anticipated amount of$1,495,541 9. If an appraisal of the property has been obtained, please attach a copy. Appraisal has been done on the land only. See tab 5 10. Please state the number of years you will maintain this property as affordable. 99 years as stated a committed in our Utah Housing Corporation Tax Cr dit Application. a Applicant Information Part III 1. Please check each of the following which is true for the Applicant (a) The Applicant is an individual doing business under his/her own name. X (b) The Applicant has the status indicated below and is organized or to be organized under the laws of Westgate BC Assocates LLC Utah LLC A corporation A nonprofit or charitable institution or corporation A partnership known as or to be known as: A business association or joint venture known as or to be known as: A Federal, State or local government or instrumentality thereof 4 Individual known as: Social Security Number of Individual: X Other (explain): Limited Liability Company 2. If the Applicant is not an individual or a government agency, give date of organization: Filed April 12, 2001 See tab#6 for organizational documents. 3. Please provide a list of the officers, director or trustees, board of trustees or board of directors, or partners of the applicant's organization. David Baus and Gary Carter, Members 4. Who will manage the property once it has been acquired? Kier Property Management, 3710 Quincy Avenue, Ogden, Utah 84403 5. Please provide a brief description of your organization. BC Development Group sole purpose is to develop and provide clean safe affordable housing throughout Utah. 6. Who will be responsible for this project? David Baus, 801-244-8561 5 7. Please provide examples of experience your organization has with this type of project. See David Baus and Gary Carter Resumes tab 7 — 6 0 Current Ownership information Part IV 1. Who is the current owner of the property? Bruce Holmes, 2476 Charros Road, Sandy, Utah 84092 2. Who is the current manager of the property? Current owner 3. Please provide a list of the officers, director or trustees, board of trustees or board of directors, or partners of the organization that currently owns the property. N/A Certification I (we)BC Development Group LLC certify that this Applicant Disclosure of Ownership and Control is true and correct to the best of my (our) knowledge and belief. Signature David Baus Signature Member Title Title 535 Unionwood Drive Midvale, Utah 84047 Address and Zip Code Address and Zip Code Date:January 8, 2002 Date: I Eligible Activities for Salt Lake City Housing Trust Funds Part V As set forth in Salt Lake Ordinance 78-00 of 2000, funds are provided to Salt Lake City's Housing Trust Fund to be used exclusively to assist with affordable and special needs housing in the City. Fund moneys may be used for: 1. Acquisition, leasing, rehabilitation, or new construction of housing units for ownership or rental, including transitional housing; 2. Emergency home repairs; 3. Retrofitting to provide access for persons with disabilities; 4. Down payment and closing cost assistance; 5. Construction and gap financing; 6. Land acquisition for affordable and special needs housing units 7. Technical assistance; 8. Other activities and expenses incurred that directly assist in providing affordable and special needs housing. Fund moneys may not be used for administrative expenses. R 111 WESTGATE APARTMENTS BC DEVELOPMENT GROUP EXECUTIVE SUMMARY Westgate Apartments (Westgate)will consist of a single 2.5=story building consisting of 60 one-bedroom units on a 1.83-acre site. Landscaped grounds, community room, larger laundry facility, and an additional sports court will enhance the Westgate Community. Westgate is located on 264 South Foss Street in Salt Lake City west part of downtown. Apartments are surround to the north and northeast by condos and west and south by apartments. With regard to income targeting for the market area, this affordable project will serve an average median income of 44.90%. Project Rents Units Mix _ # Units % of A.M.I. Rent Sq. Ft. Rent/Sq. Ft. 1 Bedroom 8 35% 301 430 $.70 1 Bedroom 36 45% 403 430 $.93 1 Bedroom 16 50% 454 430 $1.05 The Income targeting, ranging from 35%to 50%is expected to provide rental rates well suited to the service Salt Lake City population. Westgate has entered into an agreement with Travelers Aid Society to help provide clean safe housing for its clients. The development and sponsors for the project will be BC Development Group LLC, a Utah Limited Liability Company. Kier Property Management will provide the property manager and Kier Construction Company will be contractor, and will go through the negotiated bid procedure. Utah Community Reinvestment Corp. will provide permanent financing. Equity for this development will be provided through the sale of tax credits arranged through Key Community Development Corp. in Cleveland, Ohio. The Utah Department of Community and Economic Development and Salt Lake City will provide anticipated additional financing through a loan requests in the combine amount of$740,000. The Utah Department of Community and Economic Development Loan will be requested as state funds (Olene Walker Trust) and structured at an assumed 2.5%interest, amortized for 30 years. The Salt Lake City Loan will also request city trust funds and be structured at an assumed 2.5% interest; amortized for 30 years. A deferred developer fee will provide the remaining portion of needed funds. Westgate Apartments is anticipated to commence rehab construction in March 2002 and to be completed by September/October 2002. SALT LAKE CITY ORDINANCE No. of 2002 (Adding Deadline to Issue or Deny Permits for Free Expression Activities) AN ORDINANCE AMENDING CHAPTER 3.50 OF THE SALT LAKE CITY CODE, RELATING TO COMMERCIALLY RELATED SPECIAL EVENTS AND FREE EXPRESSION ACTIVITIES. Be it ordained by the City Council of Salt Lake City, Utah: SECTION 1. That Section 3.50.0130 of the SALT LAKE CITY CODE shall be, and the same hereby is, amended to read as follows: The events coordinator shall issue an advanced planned free expression activity permit if the events coordinator finds that the provisions of Sections 3.50.110A(arterial routes), 3.50.110B (interference with other events), and 3.50.110C(movement of police and fire vehicles) are met. Not more than 28 days after receipt of a fully completed application for a permit for an advanced planned free expression activity, the events coordinator shall either issue or deny the permit, and shall notify, in writing, the applicant of such issuance or denial. If, within that time period, the events coordinator fails to notify the applicant of the denial of the permit, the permit shall be deemed to have been issued. SECTION 2. EFFECTIVE DATE. That this ordinance shall take effect on the date of its first publication. Passed by the City Council of Salt Lake City,Utah,this day of 2002. CHAIRPERSON ATTEST: CHIEF DEPUTY CITY RECORDER Transmitted to the Mayor on Mayor's Action: ❑Approved ❑Vetoed MAYOR ATTEST: CHIEF DEPUTY CITY RECORDER (SEAL) Bill No. of 2002 Published: G:\Ordinancc02\Amend Chapter 3.50-special events-deadline.doc ;4, e 6 () 2.U U J c SALT'LAKE____ CITY CORPORATION ROSS C. "ROCKY" ANDERSON COMMUNITY AND ECONOMIC DEVELOPMENT MAYOR COUNCIL TRANSAiLT-9 TO: Rocky Fluhart, Chief Administrative Officer ATE: April 4, 2002 FROM: Margaret Hunt, CED Director (( // RE: A request by the University Light Rail Community Coordination Team that $65,000 of the Enhancement Program's funds be appropriated for landscaping and completion of the Fletcher Court project. STAFF CONTACT: Bill Knowles, 535-7232 DOCUMENT TYPE: Resolution BUDGET IMPACT: No City funds are involved. The $2,250,000 allocated for City-approved enhancements is funded by the light rail project. This request is for approximately $65,000 of the program's remaining $71,000 of funding. DISCUSSION: The Community Coordination Team (CCT) was formed to provide community involvement in the construction of light rail on 400 South. The representatives on the team are comprised of one member from each block,plus two at- large members. The CCT is requesting approval to spend $65,000 of the Enhancement Program's remaining $71,000 contingency fund on the following: • "Porkchop" landscaping $25,000 • Fletcher Court overlay $15,000 • U. of U. island landscaping $15,000 • Aztec Condo sidewalk and landscaping $10,000 TOTAL $65,000 Any enhancement funds that are unencumbered upon final closing of the Full Funding Grant Agreement will revert to a general project contingency fund administered by UTA. 451 SOUTH STATE STREET, ROOM 404, SALT LAKE CITY, UTAH B41 1 1 TELEPHONE: 801-535-6230 FAX: B01-535-6005 I RESOLUTION NO. OF 2002 (RELATING TO AN ELECTION OF ENHANCEMENTS TO THE UNIVERSITY LIGHT RAIL EXTENSION) * * * A RESOLUTION ELECTING CERTAIN ENHANCEMENTS TO THE UNIVERSITY LIGHT RAIL PROJECT; AND DIRECTING UTAH TRANSIT AUTHORITY TO UNDERTAKE SUCH ENHANCEMENTS AS REQUIRED BY THE UNIVERSITY LIGHT RAIL LINE INTERLOCAL AGREEMENT. WHEREAS, Salt Lake City Corporation (the "City"), has heretofore entered into that certain Amended and Restated Interlocal Agreement Regarding the Design and Construction of the University Light Rail Transit Project, among the City, Utah Transit Authority("UTA"), Utah Department of Transportation and the University of Utah, dated May 4, 2000 (the "Interlocal Agreement"); and WHEREAS, the Interlocal Agreement provides for the construction of an extension of UTA's light rail line from the intersection of Main Street and 400 South on the west to the University on the east(the "University Line"); and WHEREAS, Section 11 of the Interlocal Agreement enables the City, through the City Council, to direct certain enhancements to the University Line to be undertaken, in the aggregate amount of$2.25 million; and WHEREAS, the City Council has heretofore approved expenditures from the Enhancement Fund in the aggregate amount of$2,179,000, with approximately $71,000 remaining in the Fund as of the date hereof; and WHEREAS, the City has consulted with the Community Coordination Team (the "CCT") established pursuant to the Interlocal Agreement, regarding additional potential enhancements to the University Line; and WHEREAS, the CCT has recommended that additional enhancements to the University Line be undertaken as detailed below; and WHEREAS, the City Council desires at this time to direct UTA to undertake such additional enhancements recommended by the CCT, NOW THEREFORE, be it and it is hereby resolved by the City Council of Salt Lake City, as follows: 1. Pursuant to Section 11 of the Interlocal Agreement, the City Council does hereby elect to undertake enhancements to the University Line, consisting of the following improvements, at the following costs: • "Porkchop" landscaping $25,000 • Fletcher Court overlay $15,000 • U of U island landscaping $15,000 • Aztec Condo sidewalk and landscaping $10,000 $65,000 2. The Director of the Salt Lake City Department of Community and Economic Development is hereby authorized and directed to provide a copy of this Resolution to the General Manager of UTA, and to take any and all measures necessary to ensure that the enhancements specified herein are undertaken by UTA and incorporated into the University Line project. PASSED by the City Council of Salt Lake City, Utah this day of April, 2002. SALT LAKE CITY COUNCIL By: CHAIRPERSON ATTEST AND COUNTERSIGN: CHIEF DEPUTY CITY RECORDER APPROVED AS TO FORM: C•'.cP } 'mot-� i... l L— ._. !• ASSISTANT CITY ATTORNEY G\RESOLUTI\U light rail enhancements 4-8-02.doc 2 MEMORANDUM DATE: May 6, 2002 TO: Council Members FROM: Janice Jardine Land Use and Policy Analyst SUBJECT: Alley Vacation/Closure Policy CC: David Nimkin, Rocky Fluhart, Margaret Hunt, David Dobbins, Tim Harpst, Max Peterson, Linda Cordova, Stephen Goldsmith, Brent Wilde, Doug Wheelwright, Cheri Coffey, Janice Lew On December 13, 2001,the Council adopted a revised alley policy and requested that an ordinance be drafted. The City Attorney's office has provided a draft ordinance for Council Member review. (Please see attached draft.)The ordinance addresses areas of the adopted policy that deals with legal requirements including policy considerations and petition/application processes. The Council's action was based on recommendations from a Council subcommittee established to address issues that had been raised relating to the process for closure and/or vacation of existing alleys and the subsequent disposition of the property. Key recommendations included: 1. Shift the focus to consideration of demonstrated public benefit rather than supporting closure/vacation whenever possible. 2. Require an evaluation and documented demonstration of public interest versus private interest. The standard should be to demonstrate an over-riding public purpose,rather than an over-riding private interest. 3. Re-assess current options for disposition of the city's property interest in alleys. 4. Re-evaluate the current procedure and include neighborhood and community council review and comment as part of the public process prior to the Administration formalizing their recommendation to the City Council. Policy issues addressed during the Council's review process included: a. Open space preservation/development—Should alleys be considered public open space and be preserved for the use of all or for future opportunities? b. Trails- alternative pedestrian access and corridors. c. Consistency with Master Plans policies and recommendations—Some recently adopted master plans advocate keeping alleys open. 1 d. Benefit of providing public property to individual taxpayers with no charge (in the case of residential alleys)—Is this appropriate,or should there be a charge since the value of the property is increased? e. Evaluation/demonstration of public interest versus private interest—Should the standard be to demonstrate an over-riding public purpose,rather than an over-riding private interest? f. Cost of maintenance—potential for Special Improvement District(SID)program to establish a funding mechanism residents could use to pay for maintenance. g. Consistency of maintenance—some alleys receive basic maintenance from the City and others do not. It is done on a time and materials availability basis. h. Need for objective data such as verified crime statistics or documentation. i. Speeding j. Crime prevention—overgrown vegetation,junk, illegal activities, graffiti, etc. k. Provide information such as Crime Prevention Through Environmental Design(CPTED) to residents adjacent to alleys to encourage more activity and greater surveillance. 1. Include alleys in the routes driven by Mobile Crime Watch volunteers. m. Coordinate a volunteer program that would organize neighborhood residents and property owners to take a proactive approach in dealing with negative impacts and crime prevention in lieu of vacating or closing alleys. n. Include Community Council review and comment as part of the public process prior to the Administration formalizing their recommendation to the City Council. o. Create more pedestrian friendly streets by redirecting traffic circulation through alleys. p. Compensation for any loss of public streets or alleys by the donation of an equal amount of other land for public use or payment of fees equal to the value of the land that is vacated or closed. Matters at Issue: The City has always sold alley property that abuts commercial property, and vacated property that abuts residential. Would the Council like to have this specified in the ordinance? During the Council's previous discussions an interest was expressed in adding the revocable permit approach as a tool that could be used in dealing with alleys. In early 2001 the Administration indicated it would come up with some potential options for use of the revocable permit tool. This project is not yet complete, so the Attorney's Office has not included that as an option in this ordinance. This ordinance does not address the disposition of streets. The previous Council indicated a preference to focus on alleys. 2 DRAFT 5-3-02 SALT LAKE CITY ORDINANCE No. of 2002 (Amending the Salt Lake City Code to provide a procedure for the disposition of City owned alleys) AN ORDINANCE AMENDING THE SALT LAKE CITY CODE TO PROVIDE A PROCEDURE FOR THE DISPOSITION OF CITY OWNED ALLEYS. WHEREAS,the Salt Lake City Council had previously adopted a policy dealing with the disposition of City owned alleys; and WHEREAS, the City Code currently contains a section dealing with the disposition of City owned real property,but that section does not specifically address the issues relating to the disposition of City owned alleys; and WHEREAS, the City Council finds that this ordinance is in the best interest on the City. NOW, THEREFORE,be it ordained by the City Council of Salt Lake City,Utah: SECTION 1. Chapter 14.52 of the Salt Lake City Code entitled"Disposition of City Owned Alleys,"shall be and hereby is enacted to read as follows: Chapter 14.52 DISPOSITION OF CITY OWNED ALLEYS Sections: 14.52.010 Disposition of City's property interest in alleys. 14.52.020 Policy considerations for closure,vacation or abandonment of City owned alleys. 14.52.030 Processing Petitions. 14.52.040 Method of Disposition. 14.52.050 Appeals. 14.52.010 Disposition of City's property interest in alleys. The City supports the legal disposition of Salt Lake City's real property interests, in whole or in part, with regard to City owned alleys, subject to the substantive and procedural requirements set forth herein. 14.52.020 Policy considerations for closure,vacation or abandonment of City owned alleys. The City will not consider disposing of its interest in an alley, in whole or in part,unless it receives a petition in writing which demonstrates that the disposition satisfies at least one of the following policy considerations: A. Lack of Use. The City's legal interest in the property appears of record or is reflected on an applicable plat;however,it is evident from an on-site inspection that the alley does not physically exist or has been materially blocked in a way that renders it unusable as a public right-of-way; B. Public Safety. The existence of the alley is substantially contributing to crime, unlawful activity, unsafe conditions,public health problems,or blight in the surrounding area; C. Urban Design. The continuation of the alley does not serve as a positive urban design element; or D. Community Purpose. The Petitioners are proposing to restrict the general public from use of the alley in favor of a community use, such as a neighborhood play area or garden. 14.52.030 Processing Petitions. There will be three phases for processing petitions to dispose of City owned alleys under this section. Those phases include an administrative determination of completeness; a public hearing, including a recommendation from the Planning Commission; and a public hearing before the City Council. A. Administrative Determination of Completeness. The City administration will determine whether or not the petition is complete according to the following requirements: 1. The petition must bear the signatures of no less than 80 percent of the neighbors owning property which abuts the subject alley property; 2 2. The petition must identify which policy considerations discussed above support the petition; 3. The petition must affirm that written notice has been given to all owners of property located in the block or blocks within which the subject alley property is located; 4. A signed statement that the applicant has met with and explained the proposal to the appropriate neighborhood organization entitled to receive notice pursuant to Title 2, Chapter 2.62 of the Salt Lake City Code; and 5. The appropriate City processing fee has been paid. B. Public Hearing and Recommendation from the Planning Commission. Upon receipt of a complete petition, a public hearing shall be scheduled before the Planning Commission to consider the proposed disposition of the City owned alley property. Following the conclusion of the public hearing, the Planning Commission shall make a report and recommendation to the City Council on the proposed disposition of the subject alley property. A positive recommendation should include an analysis of the following factors: 1. The City police department, fire department, transportation division, and all other relevant City departments and divisions have no reasonable objection to the proposed disposition of the property; 2. The petition meets at least one of the policy considerations stated above; 3. Granting the petition will not deny sole access or required off-street parking to any property adjacent to the alley; 4. Granting the petition will not result in any property being landlocked; 5. Granting the petition will not result in a use of the alley property which is otherwise contrary to the policies of the City,including applicable master plans and other adopted statements of policy which address,but which are not limited to,mid-block walkways,pedestrian paths,trails, and alternative transportation uses; 6. No opposing abutting property owner intends to build a garage requiring access from the property, or has made application for a building permit,or if such a permit has been issued, construction has been completed within 12 months of issuance of the building permit; 3 7. The petition furthers the City preference for disposing of an entire alley, rather than a small segment of it; and 8. The alley property is not necessary for actual or potential rear access to residences or for accessory uses. C. Public Hearing before the City Council. Upon receipt of the report and recommendation from the Planning Commission,the City Council will consider the proposed petition for disposition of the subject alley property. After a public hearing to consider the matter,the City Council will make a decision on the proposed petition based upon the factors identified above. 14.52.040 Method of Disposition. If the City Council grants the petition, the City owned alley property will be disposed of as follows: A. Low Density Residential Areas. If the alley property abuts properties which are zoned for low density residential use,the alley will merely be vacated. For the purposes of this section, low density residential use shall mean properties which are zoned for single family, duplex or twin home residential uses. B. High Density Residential Properties and Other Nonresidential Properties. If the alley abuts properties which are zoned for high density residential use or other non-residential uses, the alley will be closed and abandoned, subject to payment to the City of the fair market value of that alley property,based upon the value added to the abutting properties. C. Mixed Zoning. If an alley abuts both low density residential properties and either high density residential properties or non-residential properties,those portions which abut the low density residential properties shall be vacated, and the remainder shall be closed, abandoned and sold for fair market value. 14.52.050 Petition for Review. Any party aggrieved by the decision of the City Council as to the disposition of City owned alley property may file a petition for review of that 4 decision within 30 days after the City Council's decision becomes final, in the Third District Court. SECTION 2. Effective Date. This ordinance shall become effective on the date of its first publication. Passed by the City Council of Salt Lake City,Utah,this day of , 2002. CHAIRPERSON ATTEST AND COUNTERSIGN: CHIEF DEPUTY CITY RECORDER Transmitted to Mayor on Mayor's Action: Approved. Vetoed. MAYOR CHIEF DEPUTY CITY RECORDER (SEAL) • Bill No. of 2002. Published: . G:\Ordinance 02\Amending Code for disposition of alleys-Mar 19,2002.doc 5 Alley Policy Approved by the Council on 12/13/01 E.1 DISPOSITION OF CITY'S PROPERTY INTEREST IN ALLEYS The Salt Lake City Council supports the legal disposition of Salt Lake City's real property interests, all or in part,with regard to alleys subject to the substantive and procedural criteria which follow. A. Modes of Disposition The City may dispose of its entire legal interest in an alley by closure and sale or by vacation. It may dispose of less than its entire legal interest by, for example, revocable permit, license or joint use agreement(hereinafter referred to as"partial disposition"). B. Policy Considerations for Closure and Sale,Vacation,or Partial Disposition The City will not consider disposing entirely or partially of its interest in an alley unless it receives a petition in writing which positively demonstrates that the disposition satisfies at least one of the following policy considerations. 1. Lack of Use. The City's legal interest in the property, for example,appears of record or is reflected on an applicable plat,but in fact it is evident from inspection that the alley does not exist. 2. Public Safety. The property is contributing to crime, or unlawful activity or unsafe conditions. 3. Urban Design. The property does not serve as a positive urban design element. 4. Community Purpose. The petitioners are proposing restricting the general public from use in favor of a community use such as a community play area or garden. C. Processing Petitions There will be three phases for processing petitions under this section involving, respectively,the City Administration,the City Planning Commission, and the City Council. 1. Threshold Determination. The City Administration will determine whether or not the petition meets the following requirements: a. procedural: The petition must: (1) bear the signatures of no less than 80%of neighbors owning a fee simple interest in a property which abuts the subject property; (2) affirm that written notice has been given to all fee simple owners of property within and contiguous with the block or blocks within which the subject property is located; (3) provide documentation that the proposal has been reviewed by the appropriate Community Council or Neighborhood organization; (4) show that the necessary City processing fee has been paid.1 Alley Policy Approved by the Council on 12/13/01 b. substantive: If the petition meets the procedural requirements,the Administration will determine that: (1) The City Police and Fire Departments and the City Transportation Division and all other relevant City Departments and Divisions have no objection to the disposition of the property; (2) The petition meets at least one of the policy considerations stated in B of this section; (3) The petition must not deny sole access or required off-street parking to any property; (4) The petition will not result in any property being land locked; and (5) The disposition will not result in a use which is otherwise contrary to the policies of the City, for example, applicable master plans and other adopted statements of policy which address, but are not limited to, mid- block walkways, pedestrian paths,trails, and alternative transportation uses. 2. City Administration. a. The Administration will deny the petition if it does not meet the requirements stated in B 1 of this section;or b. The Administration: (1) may for appropriate consideration, grant a partial disposition if the petition meets the requirements stated in B 1 of this section;or (2) if it concludes that vacation or closure and sale is the appropriate disposition, refer the petition to the Planning Commission for review and recommendation to the City Council for final consideration. 3. City Council. The City Council will consider petitions for vacation or closure and sale which have been referred to it by the Administration as required by law. In addition to the consideration set forth above,the City Council: a. will not act favorably on a petition if an opposing abutting property owner intends to build a garage requiring access from the property,has made application for a building permit anytime before the Council acts favorably on the petition,and completes construction within 12 months of issuance of the building permit; b. is more likely to act favorably on a petition for disposition of an entire property rather than a small segment of it; c. will be sensitive to potential uses of the property for rear access to residences and for accessory uses; d. will follow the requirements of applicable law with regard to any requirement for consideration;and e. in the case of a property in a non-residential area,require payment of fair market value based on the value added to abutting properties by the disposed City property and the current use of the abutting property or its proposed new use. 2 SALT LAKE CITY COUNCIL r - MAYOR'S RECOMMENDED BUDGET AMENDMENT FISCAL YEAR 2002-2003 DATE: May 3, 2002 SUBJECT: BUDGET BRIEFING SCHEDULE FOR THE MAYOR'S RECOMMENDED BUDGET AMENDMENT STAFF REPORT BY: Michael Sears, Gary Mumford Council staff is suggesting the following TENTATIVE briefing schedule of the Mayor's recommended budget amendment for fiscal year 2002-2003. The Council may wish to discuss this schedule and make changes as desired once the budget has been presented. In some cases the Council determines that written briefmgs are adequate for departments where the Mayor isn't recommending significant changes. May9 - Budget Overview - Airport - Community and Economic Development - Metro Water - (other items on that night are: briefing on State Parks, Update from the Administration on the Olympic Budget) Mav 14 - Non-Departmental - Management Services (including IMS fund) - Library - Public Utilities (water, sewer, stormwater) - Set date of May 21 for Public Hearing on the budget May 21 - Public hearing on the budget - CIP - Public Services (including Fleet, Golf and Refuse funds) - Police - Attorney (including Prosecutor's Office, governmental immunity) - Urban Forestry May 23 - CIP -Fire -Compensation Plans June 4 - Unresolved Budget Issues, including review of outstanding legislative intent statements and legislative action items June 6 - Unresolved Budget Issues - Main Street follow-up discussion June 8 (No meeting, but this is the date by which the County is to provide the City revenue numbers. This date is not always met.) June 11 - Adoption of the budget 2 SALT LAKE CITY COUNCIL MAYOR'S RECOMMENDED BUDGET AMENDMENT FISCAL YEAR 2002-2003 DATE: May 3,2002 SUBJECT: COUNCIL GOALS FOR FISCAL YEAR 2001-2002,2002- 2003 BIENNIAL BUDGET MEMO BY: Michael Sears,Gary Mumford In May of 2001 the Salt Lake City Council established a number of goals to guide the review of City's first biennial budget.That Council's goals are summarized as follows: • In keeping with the Council's resolution on funding for Capital Improvements,9%of ongoing General Fund revenue will be allocated to the CIP Fund. • There will be no property tax increase. • There will be no reduction in current fund balance,thereby keeping an adequate"rainy day"fund. • One-time revenues will be used only to fund one-time projects,but not ongoing or reoccurring programs. Council staff has presented the goals that were used during the review and adoption of the fiscal year 2001-2002,2002-2003 Biennial budget for Council Member review as they discuss the Mayor's recommended budget amendment for fiscal year 2002-2003.Also attached are two resolutions summarizing Council intents relating to the Capital Improvement Program. T 99-2 RESOLUTION NO. 19 OF 1999 COUNCIL POLICIES REGARDING SALT LAKE CITY'S GENERAL FUND CAPITAL IMPROVEMENT PROGRAM WHEREAS, In March 1998 the Futures Commission recommended that existing public sector infrastructure be maintained and expanded, and that the City publish and distribute a prioritized list of capital improvement projects in order to allow citizens a chance to properly plan for disruptions and offer public comment; and WHEREAS, during its review of the proposed Fiscal Year 1998-99 budget for the City's Capital Improvement Program Fund, the City Council expressed its concern that the City's General Fund Capital Improvement Program was not adequately addressing the deferred maintenance needs of City-owned facilities including streets, parks and public buildings; and WHEREAS, during this time the City Council also expressed its concern regarding the adequacy of the City's ability to address the future infrastructure needs of the City; and WHEREAS, the City Council expressed a hesitancy to consider new major capital items until the full extent of the City's deferred General Fund capital "backlog" could be determined; and WHEREAS, the City Council expressed its intent that the annual budget for the Capital Improvement Program Fund be increased over current levels, and that the Fund's budget not be decreased in order to balance the City's annual operating budget. WHEREAS, the Salt Lake City Capital Improvement Program Citizen Board strongly indicated their concerns regarding the City's ability to fund needed infrastructure, and WHEREAS, the City Council therefore retained the services of Citygate Associates to verify the existing assessment of Salt Lake City's deferred and future General Fund capital needs, to determine the total estimated cost of these needs and identify programming and funding options as well as best practices of comparable communities in order to assist the City as it develops a long-range financing plan to address its General Fund capital needs; and WHEREAS, Citygate Associates presented its Analysis of Salt Lake City's General Fund Capital Improvement Program: Final Report dated February 16, 1999 (attached hereto as Exhibit "A") in February 1999 which included twenty-five recommendations • for the Council to consider in order to improve the City's process for and ability to address the deferred, current and future capital needs of the City; and WHEREAS, the City Council has reviewed this Final Report and agrees that the City should implement the recommendations therein in order to comprehensively plan to meet the future infrastructure needs of Salt Lake City. THEREFORE, BE IT RESOLVED by the City Council of Salt Lake City, Utah: That it is the intent of the Salt Lake City Council that the Final Report presented by Citygate Associates, including all recommendations included therein, be adopted by the Council via this resolution as a guiding policy document, and recommends that the Administration regard this document as the Council's policy objectives for the City's General Fund Capital Improvement Fund. Specifically, it is the intention of the City Council that the Administration adopt the recommendations included in the Final Report and that they be implemented by the Administration according to the timeline attached hereto as Exhibit"B". Passed by the City Council of Salt Lake City, Utah, this sixth day of April, 1999. SALT LAKE CITY COUN t By , CHAR ER O EST: Salt Lake Cyty :tE:o;n6y'3 otilC� CHIEF DEPUTY CI RECORDER Date APPROVED AS TO FORM: CIT. 444 ��+'++ 7,4 CITY ATTORNEYS OFFICE •• '; 1�u f{'�l '! O• ir` �y�• •✓• av � • i 44 42R A.1TG s y,. 1� ) ) 1 ...';r''.;1" 1, .:t ! •0,.X/11. 96 1.I ?)„r, Y ,..,, ,,,P.:‘,. .;',..' :, ,i r:, r i `,' s > SALT LAKE CITY CORPORATION Xiesolu1itrn 39 (A 1999 SALT LAKE CITY'S GENERAL FUND CAPITAL IMPROVEMENT PROGRAM WHEREAS, during the City Council's review of the proposed Fiscal Year 1998-99 budget for the City's Capital Improvement Program Fund,the City Council expressed its concern that the City's General Fund Capital Improvement Program was not adequately addressing the deferred maintenance needs of City-owned facilities including streets,parks and :: public buildings;and WHEREAS, the City Council also expressed its concern regarding the adequacy of the City's ability ';;, - to address the future infrastructure needs of the City and a hesitancy to consider new major capital items until the full extent of the City's deferred General Fund capital - "backlog"could be determined;and WHEREAS, the City Council resolved on April 6,1999 to implement the recommendations in the • Final Report of Citygate Associates therein in order to comprehensively plan to meet the future infrastructure needs of Salt Lake City,and adopted the Final Report as a guiding policy document;and WHEREAS, the City Council has continually expressed its intent that the annual budget for the Capital Improvement Program Fund be increased over current levels,and that the d Fund's budget not be decreased in order to balance the City's annual operating budget; =M. and WHEREAS, the Mayor's Recommended Budget for Fiscal Year 1999-00 proposed a decrease in the allocation from the General Fund from Fiscal Year 1998-99 in order to balance the City's annual budget. NOW,THEREFORE,LET IT BE RESOLVED: .:, that it is the intent of the Salt Lake City Council that no less than nine percent of �_: ongoing General Fund revenues are invested annually in the Capital Im. ovem.nt Fund. . -61',127... ---- ''s-----... 11111111b...— I....idL.i'4111111tPIIIP. i, .-.......- Asini . : ' "-: Keith S Christensen,Chair om Rogan,Vic -4' ---- - ;y - i:.: C-1114.9:2L- : ..k.:-J279e4i--,---. ,, fil6621-&). .. Carlton J.Christ s n District One am District Two -----2_,__.\ • : gig:me-a- Ai bb ... e, „..._i ., ... ..pee., .,r Roger/Thompson,Distri Five M.Bryce Jo y,District Six n' f.1:o,r �'/y, 1', 1)I.',..;,o.$ -ryi1(t tmvi :'',1f,1'{ c ._'(V.i' (Ov,:'I r, , ' • , ..'`i •�