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HomeMy WebLinkAbout08-27-2012_Council Workshop SPECIAL ACCOMMODATIONS: The City of Arlington strives to provide accessible meetings for people with disabilities. Please contact the ADA coordinator at (360) 403-3441 or 1-800-833-8388 (TDD only) prior to the meeting date if special accommodations are required. CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL APPROVAL OF THE AGENDA WORKSHOP ITEMS ~ NO FINAL ACTION WILL BE TAKEN 1. (5 min) 67th Ave NE Phase III Project – KBA Supplement #1 ATTACHMENT A 2. (5 min) 67th Ave NE Phase III Project – HDR Supplement #8 for Construction Management Engineering Services ATTACHMENT B 3. (5 min) 67th Ave NE Phase III Project – Agreement with AT&T to install fiber optic conduit ATTACHMENT C 4. (5 min) 173rd St NE Proposed Roadway Section ATTACHMENT D 5. (5 min) Cascade Natural Gas Franchise Agreement ATTACHMENT E 6. (5 min) Utilities Senior Discount Eligibility Requirements ATTACHMENT F 7. (10 min) 6 Year Transportation Improvement Plan (Resolution) ATTACHMENT G 8. (5 min) Resolution authorizing the closing of the Utilities Administration Change Fund ATTACHMENT H 9. (30 min) July Financial Report ATTACHMENT I 10. (5 min) Authority to apply for Hotel-Motel Grants from the City of Arlington ATTACHMENT J 11. (30 min) Discussion of Island Crossing Development Opportunities Handout 12. Miscellaneous Council Items PUBLIC COMMENT For members of the public to speak to the Council regarding matters on the Council Workshop agenda. Please limit your remarks to three minutes. ADJOURNMENT Arlington City Council Workshop August 27, 2012 – 7 PM City Council Chambers ~ 110 E. Third SPECIAL ACCOMMODATIONS: The City of Arlington strives to provide accessible meetings for people with disabilities. Please contact the ADA coordinator at (360) 403-3441 or 1-800-833-8388 (TDD only) prior to the meeting date if special accommodations are required. To open all attachments, click here City of Arlington Council Agenda Bill Item: WS #1 Attachment A COUNCIL MEETING DATE: August 27, 2012 SUBJECT: 67th Ave Phase III – KBA, Inc. Supplement No. 1 ATTACHMENTS: Supplement No. 1 for KBA, Inc. Contract DEPARTMENT OF ORIGIN Public Works – Eric Scott EXPENDITURES REQUESTED: $948,000 BUDGET CATEGORY: TIB Grant, Transportation Imp. Fund and STP Grant LEGAL REVIEW: DESCRIPTION: Scope and fee for KBA, Inc. to provide support services during the construction phase of the 67th Ave Phase III Project. HISTORY: The City is moving forward with advertising the 67th Ave Phase III project for bid in September. The City’s Construction Management consultant, KBA Inc., is currently contracted up to the end of the bid phase, per their base contract. Supplement 1 amends their contract to provide construction engineering services for the remainder of the project. KBA’s scope also includes subconsultants to provide public outreach as well as material testing. ALTERNATIVES • Do not approve supplement to contract • Table pending additional discussion RECOMMENDED MOTION: Workshop only, no action requested. At the September 4th meeting the recommendation will be: “I move to approve Supplement #1 to the City of Arlington – KBA contract and authorize the mayor to sign Supplement #1, pending final review by the City Attorney.” KBA, Inc. August 2, 2012 S:\Projects\Contracts\Client\Arlington\012005-02-67thAve-PhIII-LAG\Drafts&NegotiationRecords\In-houseDrafts\Construction (LAG) Amendent 1\KBA-Scope-FullCM-2012-0802.docx 1 of 7 SUPPLEMENT 1 EXHIBIT A-1 SCOPE OF SERVICES Construction Contract Management Services for 67th Avenue – Phase III Contract No. P02.341 KBA, Inc. (Consultant) will provide Construction Contract Management (CCM) services to the City of Arlington (Client), for the 67th Avenue – Phase III Project (Project). These services will include consultation, contract administration, field observation, documentation, and material testing, as required during construction of the Project, as detailed below. This Scope of Services is for the construction phase of the 67th Avenue – Phase III Project, and is intended to supplement the Preconstruction Services Scope of Services in the original LAG Agreement (Contract No. P02.341) executed on June 18, 2012. Project Description: The Project will improve 67th Avenue NE, between 204th Street NE and Lebanon Street. The proposed improvements include widening of the roadway for a center two -way left turn lane, completion of the Centennial Trail within Arlington, culvert crossings, and installation of sidewalks and lighting. The Designer of Record on this Project is HDR, Inc. (Designer). I. CONSTRUCTION CONTRACT MANAGEMENT SERVICES A. Consultant Contract and Team Management. 1. Continue to provide overall day-to-day management of the consultant contract and team. B. Preconstruction Services 2. Finalize the Construction Management Plan (CM Plan) for the Project, as described in the Preconstruction Services Scope of Services in the original Agreement. Deliverables  Final Construction Management Plan C. Public Outreach Delete Section C– ‘Public Outreach’ in its entirety and replace with the following: 1. Provide services of public outreach specialist, EnviroIssues (Sub-Consultant) to assist the Consultant and the Client during the preconstruction phase of the Project. The Consultant and the Sub-Consultant will share in the responsibilities and work identified in this section. This work will be described in more detail in a Communications Plan, to be submitted by the Consultant prior to start of construction: a. Construction Progress Meetings. Sub-Consultant to attend monthly site meetings with the Client and Consultant to learn more about the Project’s progress and issues. Sub- Consultant to plan and conduct targeted outreach for the following month in coordination with Client staff. b. Communications Plan. Identify and compile preferred local communications avenues to maximize outreach efforts during active construction. The plan will include emergency response protocols, a construction information phone protocol, preferred local communications avenues, and team structures and resources. KBA, Inc. August 2, 2012 S:\Projects\Contracts\Client\Arlington\012005-02-67thAve-PhIII-LAG\Drafts&NegotiationRecords\In-houseDrafts\Construction (LAG) Amendent 1\KBA-Scope-FullCM-2012-0802.docx 2 of 7 c. Pre-construction Community Meeting/Kick-off. Support the Consultant and Client with a pre-construction community kick-off meeting, called an information session. The target audience for this meeting will be affected property owners, residents and businesses in the Project area as well as the general public. d. Business Cards and Magnets with Contact Information. Develop magnets that include key contact information - including the Project email address, information phone line and off-hours phone line. The Consultant will distribute the magnets as needed e. Construction Information Phone Line, Email and Issue Tracking. Set up, monitor and respond to the Project information phone line and email address to field community questions or concerns regarding construction. The information line will be available 24 hours a day. The email account will be checked during regular weekday office hours. Requests and inquiries will be prioritized by the Sub-Consultant to reduce interruptions to the CCM team and Contractor. Urgent issues or iss ues that require team consultation will be forwarded to the appropriate team member to address. Each inquiry, response and resolution will be logged in the web-based data management system. Any issues will be noted in the weekly outreach report. Calls received during off hours will be managed during the next working day. The Sub-Consultant will coordinate with Client staff regarding any calls received specific to construction on the Project during the next working day. f. Communications, Contact Database and Outreach Reports. Utilize Sub-Consultant’s web-based data management system (i.e. database) using Sub-Consultant’s existing proprietary software to manage Project data, including but not limited to contacts, comments and correspondence. Information stored in the database will be received during construction through site visits and via the construction information line and email account. This online system will include Project contact tracking, sorting and de - duplication capabilities and can be set up to provide the Client access to view information stored in the database. g. Weekly Outreach Reports. Track all public concerns received and responses made in the Project database. The log will be updated throughout the Project. The Sub - Consultant will also generate and provide to the team weekly outreach reports, which will note all correspondence received and sent during the past week and any issues that were resolved or have yet to be resolved. h. Construction Notifications. Support the Consultant in developing template and general content for regular construction notifications regarding upcoming construction activities and what to expect. These notifications may be developed and distributed in the following formats: i. Project Flyers. Develop an initial flyer template that can be updated on a periodic basis, as-needed, based on upcoming work, to be provided at information kiosks or handed out during site visits. Flyers can be used by property owners with multiple tenants to post in public areas. ii. Project Website and Regular Notices. The Sub-Consultant will develop Project website layout, including a comment form function, and Consultant will provide content updates on a regular basis. Project website address will be linked from the Client’s website. The Sub-Consultant will develop Project website notifications to be posted on a regular basis regarding construction and upcoming activities that supplement general information. iii. Regular Project Emails. Develop an initial Project email template and provide updates for the Client to send on a regular basis to provide information about upcoming construction activities and what to expect. KBA, Inc. August 2, 2012 S:\Projects\Contracts\Client\Arlington\012005-02-67thAve-PhIII-LAG\Drafts&NegotiationRecords\In-houseDrafts\Construction (LAG) Amendent 1\KBA-Scope-FullCM-2012-0802.docx 3 of 7 i. Media and Social Media. Support Client-led media and social media efforts, including drafting content regarding construction for press releases, articles and other information submitted to the media during construction and at major Project milestones. j. Project Materials. Draft and update content for general Project materials in coordination with Client and Consultant staff. Materials may include a periodic construction newsletter/progress report. Support the Client with other materials as needed by finalizing content and graphic layout (i.e. frequently asked questions, onsite brochure, informal signs, etc.). k. Project Events and Celebration. Support the Client as it organizes and hosts a ground breaking ceremony to mark the start of construction, a ribbon cutting ceremony to mark the end of construction and Project completion, and a centennial opening celebration. Attend the ceremonies and provide the Client assistance with set-up, logistics, and day-of staffing. Deliverables to be provided by the Sub-Consultant  Monthly progress reports  Communications plan  Contact cards and magnets  Outreach materials  Meeting agendas and notes (for those meetings not provided by the Consultant)  Construction information phone line and email, including set-up, monitor, and tracking  Communication and contact database set-up and monitoring, including: o Customized outreach construction reports from online data management system (up to 52) o Microsoft Excel file containing data from online data management system  Project notifications, including: o (1) draft and (1) final flyer template o Project emails (up to 52) o Website notices (up to 52)  Content for media and social media campaigns (assumed once per quarter for (4) quarters)  Project materials, including: o Initial Project website content and quarterly updates up to (4) o Content for initial fact sheet and up to (3) updates/versions o (1) draft and 1) final magnet  Attendance and logistics support for events, including (1) ground breaking, (1) ribbon cutting ceremony, and (1) centennial trail opening Assumptions for the Sub-Consultant  The Client will have the lead role in directing community outreach activities with assistance from the Sub-Consultant.  The Consultant will supply regular Project information to include in the construction notifications.  The Client will be responsible for delivering construction notification flyers.  The Sub-Consultant will develop, host and maintain a Project website.  The Consultant will provide the Sub-Consultant with suggested content changes to the Project web page.  The Client will host and send correspondence via an established Project email address.  The Client will provide direction and staff support regarding Project branding and materials layout.  The Client will print and/or mail Project materials as needed, unless the Client does not have the equipment to produce a piece or they cannot meet Project deadlines. In that case, the Client will reimburse for those Consultant or Sub-Consultant costs. KBA, Inc. August 2, 2012 S:\Projects\Contracts\Client\Arlington\012005-02-67thAve-PhIII-LAG\Drafts&NegotiationRecords\In-houseDrafts\Construction (LAG) Amendent 1\KBA-Scope-FullCM-2012-0802.docx 4 of 7  The Client will be billed for all printing, postage, advertisement and distribution costs associated with community outreach materials NOTE: D. Assumptions (from original Agreement Scope of Services) has been moved to F. Assumptions. D. Construction Phase Services – Contract Administration 1. Liaison with the Client, construction contractor, Designer, appropriate agencies, property owners, and utilities. 2. Provide the Client with brief monthly construction progress reports, highlighting progress and advising of issues which are likely to impact cost, schedule, or quality/scope. 3. Schedule Review: a. Review construction contractor’s schedules for compliance with Contract Documents. b. Monitor the construction contractor’s conformance to schedule and require revised schedules when needed. Advise Client of schedule changes. 4. Progress Meetings. Lead regular (usually weekly) progress meetings with the construction contractor, including Client pre-briefing, and prepare weekly meeting agenda and meeting notes, and distribute copies to attendees. Track outstanding issues on a weekly basis. 5. Update CM Plan as needed to reflect changes in policy and/or procedure that occur during the Project, and orient CCM Team to the changes. 6. Manage Submittal Process. Track and review, or cause to be reviewed by other appropriate party, work plans, shop drawings, samples, test reports, and other data submitted by the construction contractor, for general conformance to the Contract Documents. 7. Record of Materials. Provide Record of Materials (ROM) indicating anticipated material approvals, material compliance documentation, and materials testing requirements. Maintain ROM compliance documentation received and advise of any known deficiencies. 8. Manage Request for Information (RFI) process. Track and review/evaluate, or cause to be reviewed/evaluated by other appropriate party, RFIs. Manage responses to RFIs. 9. Change Management. Evaluate entitlement and prepare scope, impact, and independent estimate for change orders. Facilitate resolution of change orders. 10. Monthly Pay Requests. Prepare monthly requests for payment and/or review payment requests submitted by the construction contractor. Review with Client and construction contractor, and recommend approval, as appropriate. 11. Evaluate construction contractor’s Schedule of Values for lump sum items. Review the Contract Price allocations and verify that such allocations are made in accordance with the requirements of the Contract Documents. 12. Prevailing Wage Monitoring: a. Monitor Payroll Compliance. Review Statements of Intent to Pay Prevailing Wage against the Contract Document requirements. Collect, record, and check weekly certified payrolls and conduct on-site wage interviews, both at a frequency documented in the CM Plan. 13. Assist the Client in the investigation of malfunctions or failures during construction. 14. Public Outreach Support. Provide support to Sub-consultant, who will lead efforts in public outreach, as described in Section E of this Scope of Services and in the preconstruction phase. KBA, Inc. August 2, 2012 S:\Projects\Contracts\Client\Arlington\012005-02-67thAve-PhIII-LAG\Drafts&NegotiationRecords\In-houseDrafts\Construction (LAG) Amendent 1\KBA-Scope-FullCM-2012-0802.docx 5 of 7 15. Record Drawings. Review not less than monthly, the construction contractor’s redline set of contract plans. Maintain a CCM Team set of conformed drawings tracking plan changes, location of discovered anomalies and other items, as encountered by t he CCM team. Use these markups to check the progress of the contractor-prepared Record Drawings. 16. Document Control. Establish and maintain document filing and tracking systems, following Client guidelines and meeting funding agency requirements. Collect, organize, and prepare documentation on the Project. a. One hard copy of files will be kept in the Project field office. b. Electronic documentation will be stored in a Project website, using SharePoint software, managed and hosted by the Consultant. The Client will be provided with up to (4) licenses for their and the construction contractor’s use of the SharePoint website during the Project. Consultant will provide one training session each for Client and construction contractor users of the SharePoint system. 17. Project Closeout. Prepare Certificates of Substantial (including punch list), Physical, and Final Completion. Prepare final pay estimate. 18. Final Records. Compile and convey final Project records, transferring to the Client for archiving at final acceptance of the Project. Records will consist of hard copy originals and electronic records on CD/DVD. Deliverables  Monthly Construction Progress Reports  Schedule Review Comments  Meeting Agendas and Notes  Submittal Log  Record of Materials  RFI Log  Change Order(s)  Progress Pay Requests  Certificates of Completion and punch list(s)  Final records – hard copy and electronic E. Construction Phase Services – Field 1. Observe the technical conduct of the construction, including providing day-to-day contact with the construction contractor, Client, utilities, and other stakeholders, and monitor for adherence to the Contract Documents. The Consultant’s personnel will act in accordance with Sections 1-05.1 and 1-05.2 of the Standard Specifications. 2. Observe material, workmanship, and construction areas for compliance with the Contract Documents and applicable codes, and notify construction contractor of noncompliance. Advise the Client of any non-conforming work observed during site visits. 3. Prepare daily construction reports, recording the construction contractor’s operations as actually observed by the Consultant; includes quantities of work placed that day, contractor’s equipment and crews, and other pertinent information. 4. Interpret Contract Documents, in coordination with Designer. 5. Decide questions which may arise as to the quality and acceptability of material furnished, work performed, and rate of progress of work performed by the construction contractor. 6. Establish communications with adjacent property owners. Respond to questions from property owners and the general public. 7. Coordinate with permit holders on the Project to monitor compliance with approved permits, if applicable. KBA, Inc. August 2, 2012 S:\Projects\Contracts\Client\Arlington\012005-02-67thAve-PhIII-LAG\Drafts&NegotiationRecords\In-houseDrafts\Construction (LAG) Amendent 1\KBA-Scope-FullCM-2012-0802.docx 6 of 7 8. Prepare field records and documents to help assure the Project is administered in accordance with funding agency requirements. 9. Attend and actively participate in regular on-site meetings. 10. Take periodic digital photographs during the course of construction. Photographs to be labeled and organized as detailed in the CM Plan. 11. Punch List. Upon substantial completion of work, coordinate with the Client and affected agencies, to prepare a ‘punch list’ of items to be completed or corrected. Coordinate final inspection with those agencies. 12. Testing. Conduct or cause to be conducted, materials and laboratory tests. Coordinate the work of the Field Representative(s) and testing laboratories in the observation and testing of materials used in the construction; document and evaluate results of testing; and inform Client and construction contractor of deficiencies. Deliverables  Daily Construction Reports with Project photos – submitted on a weekly basis  Punch List, Certificate of Substantial Completion  Test reports F. Assumptions 1. Budget: a. Supplemented to include: Staffing levels are anticipated in accordance with the attached budget estimate for Supplemental 1 - CCM Services. c. Supplemented to include: Consultant services are budgeted for a 17-month period from August 2012 through December 2013, for Supplemental 1 – CCM Services. This is intended to span the originally planned construction duration, plus time allotted for supplemental Project set-up and closeout. A certain amount of overtime has been figured into the budget to use, if needed, during peak construction activities. If additional budget is needed to cover such instances as the following, Client and Consulta nt will negotiate a supplement to this Agreement: i. The contractor’s schedule requires inspection coverage of extra crews and shifts. ii. The construction contract runs longer than the time period detailed above. iii. Any added scope tasks. 2. Items and Services Client will provide: Note: No additions/revisions made. 3. Scope: Supplemented to include: j. Consultant will provide observation services for the days/hours that their Inspector(s) personnel is/are on-site. The Inspector(s) will not be able to observe or report on construction activities, or collect documentation, during the time they are not on-site. k. The Consultant’s monitoring of the construction contractor's activities is to ascertain whether or not they are performing the work in accordance with the Contrac t Documents; in case of noncompliance, Consultant will reject non-conforming work and pursue the other remedies in the interests of the Client, as detailed in the Contract Documents. The Consultant cannot guarantee the construction contractor’s performance, and it is understood that Consultant shall assume no responsibility for proper construction means, methods, techniques, Project site safety, safety precautions or programs, or for the failure of any other entity to perform its work in accordance with laws, contracts, regulations, or Client’s expectations. KBA, Inc. August 2, 2012 S:\Projects\Contracts\Client\Arlington\012005-02-67thAve-PhIII-LAG\Drafts&NegotiationRecords\In-houseDrafts\Construction (LAG) Amendent 1\KBA-Scope-FullCM-2012-0802.docx 7 of 7 l. Definitions and Roles. The use of the term “inspect” in relation to Consultant services is synonymous with “construction observation,” and reference to the “Inspector” role is synonymous with “Field Representative,” and means: performing on-site observations of the progress and quality of the Work and determining, in general, if the Work is being performed in conformance with the Contract Documents; and notifying the Client if Work does not conform to the Contract Documents or requires special inspection or testing. Where “Specialty Inspector” or “specialty inspection” is used, it refers to inspection by a Building Official or independent agent of the Building Official, or other licensed/certified inspector who provides a certified inspection report in accordance with an established standard. m. Because of the prior use of the Project site, there is a possibility of the presence of toxic or hazardous materials. Consultant shall have no responsibility for the discovery, presence, handling, removal or disposal of toxic or hazardous materials, or for exposure of persons to toxic or hazardous materials in any form at the Project site, including but not limited to asbestos, asbestos products, polychlorinated biphenyl (PCB), or other toxic substances. If the Consultant suspects the presence of hazardous materials, they will notify the Client immediately for resolution. n. If Consultant provides Value Analysis or Value Engineering services, it is understood that any ideas, advice, or recommendations generated by the Consultant are made based only on the information presented to them, and need to be verified by the Designer. Consultant is not responsible for the final design product. o. Client agrees to include a statement in the construction Bid Documents for this Project, requiring construction contractor to name KBA, Inc. as an additional insured via endorsement to the contractor’s commercial general liability and automobile insurance policies. II. OPTIONAL SERVICES No additions/revisions made. Project Name:Arlington - 67th Project Month Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Client Project No.:P02.341 Days/Mo 23 19 23 20 20 22 20 21 22 23 20 23 22 20 23 19 20 KBA Project No.:BP 11-102-01 Hr/Mo 184 152 184 160 160 176 160 168 176 184 160 184 176 160 184 152 160 Contract Type:Cost + Fixed Fee (on DSC + OH)Extra Work 12%12%11%10%4%6%8%10%11%12%12%12%12%12%11%10%4% Date Prepared:Adj Hr/Mo 207 171 205 176 167 187 173 185 196 207 180 207 198 180 205 168 167 Prepared by:Mike Roberts Salary Escallation 4%PRECON Construction Contract: 250 Working Days CONSTRUCTION KBA Labor Hours CLOSEOUT Employee Title 2012 Rate 2013 Rate Total Hours 2012 Total 2013 Total Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Mike Roberts Project Manager $74.00 $77.00 105 30 75 4 4 6 10 6 8 4 8 4 8 4 8 4 8 4 8 7 Dave Mohler Resident Engineer $47.32 $49.20 2,580 600 1,980 40 40 184 184 152 184 160 160 176 160 168 176 184 160 184 176 92 Cameron Bloomer Office Engineer $26.50 $27.60 2,472 464 2,008 40 88 184 152 184 160 160 176 160 168 176 184 160 184 176 120 Dave Scott Project Inspector $41.48 $43.10 1,712 328 1,384 8 160 160 176 160 168 176 184 160 184 176 Jennifer Smiley Project Assistant $26.40 $27.50 1,129 288 841 40 80 92 76 92 80 80 88 80 84 88 92 80 77 Connie Tomlinson Contract Admin $26.50 $27.60 34 10 24 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 Misty Fisher Operations Manager $34.00 $35.40 9 5 4 5 - - - - - - - - - - - - - 4 Sean Mabin IT Administrator $36.00 $37.40 11 7 4 5 2 - - - - - - - - - - - - 4 Subtotal - KBA Labor Hours 8,052 1,732 6,320 46 136 370 632 548 646 566 578 622 594 586 634 642 410 451 362 229 Direct Expenses Item Total Costs 2012 Total 2013 Total Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Vehicles (for RE and inspection staff) at $40/day plus tax 23,563$ 5,095 18,468 220 220 1,054 1,889 1,713 1,976 1,757 1,801 1,932 1,889 1,801 1,976 1,976 878 1,010 966 505 Mileage (for Project Manager and non-full time assigned staff)950$ 350 600 50 50 100 100 50 50 50 50 50 50 50 50 50 50 50 50 50 Misc: Supplies, Equipment 1,185$ 1,100 85 100 300 300 300 100 - - - - - - - - 85 Copier/Scanner/Printer (Estimated monthly amount)6,000$ 1,600 4,400 400 400 400 400 400 400 400 400 400 400 400 400 400 400 400 Office Rental (Estimated monthly rent - Actual amount will be billed)22,500$ 6,000 16,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 Subtotal - Direct Expenses 54,198$ 14,145 40,053 370 2,470 3,354 4,189 3,763 3,926 3,707 3,751 3,882 3,839 3,751 3,926 3,926 2,828 2,960 3,001 555 Subconsultant(s) Subconsultants Total Costs 2012 Total 2013 Total Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 EnviroIssues (see attached estimate)70,000$ 24,603 45,397 2,517 4,970 5,767 5,756 5,593 5,605 4,383 4,495 4,318 4,551 4,374 4,374 4,512 4,058 3,254 1,474 - GeoTest (see attached estimate)45,000$ 17,500 27,500 1,500 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 2,000 1,500 - - - - Subtotal - Subconsultant Costs 115,000$ 42,103 72,897 4,017 8,970 9,767 9,756 9,593 9,605 8,383 8,495 8,318 8,551 8,374 6,374 6,012 4,058 3,254 1,474 - Combined Costs Employee Title 2012 Rate 2013 Rate Total DSC 2012 Total 2013 Total Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Mike Roberts Project Manager $74.00 $77.00 7,995$ 2,220 5,775 296 296 444 740 444 616 308 616 308 616 308 616 308 616 308 616 539 Dave Mohler Resident Engineer $47.32 $49.20 125,808$ 28,392 97,416 1,893 1,893 8,707 8,707 7,193 9,053 7,872 7,872 8,659 7,872 8,266 8,659 9,053 7,872 9,053 8,659 4,526 Cameron Bloomer Office Engineer $26.50 $27.60 67,717$ 12,296 55,421 - 1,060 2,332 4,876 4,028 5,078 4,416 4,416 4,858 4,416 4,637 4,858 5,078 4,416 5,078 4,858 3,312 Dave Scott Project Inspector $41.48 $43.10 73,256$ 13,605 59,650 - - 332 6,637 6,637 7,586 6,896 7,241 7,586 7,930 6,896 7,930 7,586 - - - - Jennifer Smiley Project Assistant $26.40 $27.50 30,731$ 7,603 23,128 - 1,056 2,112 2,429 2,006 2,530 2,200 2,200 2,420 2,200 2,310 2,420 2,530 2,200 2,118 - - Connie Tomlinson Contract Admin $26.50 $27.60 927$ 265 662 53 53 53 53 53 55 55 55 55 55 55 55 55 55 55 55 55 Misty Fisher Operations Manager $34.00 $35.40 312$ 170 142 - 170 - - - - - - - - - - - - - - 142 Sean Mabin IT Administrator $36.00 $37.40 402$ 252 150 - 180 72 - - - - - - - - - - - - - 150 Direct Salary Costs 307,147$ 64,804 242,343 2,242 4,708 14,052 23,441 20,361 24,918 21,747 22,400 23,886 23,090 22,472 24,538 24,610 15,159 16,612 14,188 8,724 Overhead @ 400,857$ 84,575 316,282 2,926 6,144 18,339 30,593 26,573 32,520 28,382 29,234 31,173 30,134 29,328 32,025 32,119 19,784 21,680 18,517 11,385 Subtotal (DSC + OH)708,004$ 149,379 558,626 5,168 10,852 32,391 54,035 46,934 57,438 50,129 51,634 55,059 53,224 51,799 56,563 56,729 34,943 38,292 32,705 20,109 Fixed Fee (on DSC + OH) @ 70,798$ 14,937 55,861 517 1,085 3,239 5,403 4,693 5,744 5,013 5,163 5,506 5,322 5,180 5,656 5,673 3,494 3,829 3,270 2,011 Subtotal (DSC + OH + FF)778,802$ 164,316 614,487 5,685 11,937 35,630 59,438 51,627 63,182 55,142 56,797 60,565 58,546 56,979 62,219 62,402 38,437 42,121 35,975 22,120 Direct Expenses (No Markup)54,198$ 14,145 40,053 370 2,470 3,354 4,189 3,763 3,926 3,707 3,751 3,882 3,839 3,751 3,926 3,926 2,828 2,960 3,001 555 Subconsultant(s)115,000$ 42,103 72,897 4,017 8,970 9,767 9,756 9,593 9,605 8,383 8,495 8,318 8,551 8,374 6,374 6,012 4,058 3,254 1,474 - Management Reserve -$ - - - - - - - - - - - - - - - - - - - TOTAL ESTIMATED COSTS 948,000$ 220,564 727,436 10,071 23,376 48,751 73,383 64,983 76,714 67,232 69,043 72,765 70,935 69,104 72,520 72,340 45,324 48,336 40,450 22,675 130.51% 10.00% 7/20/2012 De t e r m i n a t i o n of H o u r s Sc h e d u l e Printed: 8/7/2012 1:52 PM S:\Projects\Contracts\Client\Arlington\012005-02-67thAve-PhIII-LAG\Drafts&NegotiationRecords\In-houseDrafts\Construction (LAG) Amendent 1\Arlington67th-Ex-E1-Budget(CPFF)-Rev2012-08-07.xlsx City of Arlington Council Agenda Bill Item: WS #2 Attachment B COUNCIL MEETING DATE: August 27, 2012 SUBJECT: HDR Engineering Contract for 67th Ave, Phase 3 project, Supplement #8 ATTACHMENTS: Supplement #8 Scope of Work and Fee estimate DEPARTMENT OF ORIGIN Public Works – Eric Scott EXPENDITURES REQUESTED: $129,831.20 BUDGET CATEGORY: TIB Grant, Transportation Imp. Fund and STP Grant LEGAL REVIEW: DESCRIPTION: Supplement #8 to the HDR contract. HISTORY: The City is moving forward with advertising the 67th Ave Phase III project for bid in September. The City’s engineering design consultant, HDR Inc., is currently contracted up to the end of the bid phase, per supplement 7. Supplement 8 amends their contract to provide construction engineering services for the remainder of the project. ALTERNATIVES - Do not approve supplement to the contract - Table pending further discussion RECOMMENDED MOTION: Workshop only, no action requested. At the September 4th meeting the recommendation will be: “I move to approve Supplement #8 to the City of Arlington – HDR contract and authorize the mayor to sign Supplement #8, pending final review by the City Attorney.” City of Arlington Council Agenda Bill Item: WS #3 Attachment C COUNCIL MEETING DATE: August 27, 2012 SUBJECT: City of Arlington & AT&T Fiber Optic Conduit Agreement ATTACHMENTS: City of Arlington & AT&T Fiber Optic Conduit Agreement DEPARTMENT OF ORIGIN Public Works – Eric Scott EXPENDITURES REQUESTED: $34,118.00 BUDGET CATEGORY: Transportation Improvement & STP Grant LEGAL REVIEW: DESCRIPTION: An agreement between the City of Arlington, and AT&T to install fiber optic conduit for the City’s IT Infrastructure. HISTORY: The proposed improvements for the 67th Ave Phase III project will conflict with the existing fiber optic duct owned by AT&T. The existing duct serves as the backbone to AT&T communications for the West Coast, and is located along the length of the project. Per the State franchise agreement AT&T is required to relocate their infrastructure at their cost. As part of this work AT&T offered to install the City’s proposed fiber optic conduits along with theirs, provided that the City pays for the material costs of our conduit. By having AT&T install the City conduit, a significant cost savings is achieved for the project. Approximate length of the conduit is 1 mile along with 7 manholes. ALTERNATIVES - Do not approve agreement - Remand and to staff for further discussion RECOMMENDED MOTION: Workshop only, no action requested. At the September 4th meeting the recommendation will be: “I move to approve the City of Arlington & AT&T Fiber Optic Conduit Agreement and authorize the Mayor to sign the agreement, pending final review by the City Attorney.” AT&T PROJECT NO. _______________ Page 1 of 11 JOINT INSTALLATIONAND REIMBURSEMENT AGREEMENT THIS AGREEMENT is made effective as of this____ day of __________, 2012, by AT&T Communications of the Pacific Northwest, Inc. (hereinafter referred to as “AT&T”), having an office at 3450 Riverwood Pkwy SE, Atlanta, GA 30339 and the City of Arlington, having an office at 238 N Olympic Ave., Arlington, Washington 98223 (hereinafter referred to as "the City"). WITNESSETH: WHEREAS, AT&T and the City have the need to construct conduit facilities at 67th Avenue NE, between NE 240th St. and Lebanon St., as more fully descried in Exhibit “A” attached hereto and incorporated herein as referenced; and WHEREAS, in the interest of economic considerations, AT&T has agreed to install the City’s facilities, for which the City will reimburse AT&T the cost of materials, including conduits, manholes and applicable sales tax; and WHEREAS, AT&T is acting as the lead to accomplish this work; and, WHEREAS, AT&T and the City wish to set forth the terms and conditions of said construction effort; NOW, THEREFORE, in consideration of the mutual promises and conditions set forth below, AT&T and the City agree as follows: 1. AT&T shall be responsible for managing the construction and ensuring that it is completed in accordance with the plans and specifications set forth in Exhibit "A". Construction of these facilities shall be completed by a contractor selected by AT&T using its normal bidding process from a list of contractors approved by AT&T. The City may inspect the work at any reasonable time, either prior to, during or after construction to ensure that the specifications have been carried out. The inspection shall not operate as a waiver of the City’s rights under this Agreement. 2. AT&T shall be solely responsible for obtaining any necessary rights-of-way, encroachment permits, licenses, approvals or any other authority required for AT&T to maintain its occupancy and use of the right-of-way during and after completion of the construction. 3. Upon completion of the construction, AT&T and the City agree to maintain its respective facilities and system separately and apart from any other Carrier's facilities and system; however, any operations or actions having the potential to impact or interfere with any other facilities or system, or to disrupt the integrity of either party’s facilities or system in any way, must be coordinated (as much in advance as possible) with the other Party(s). AT&T PROJECT NO. _______________ Page 2 of 11 4. Reimbursement for costs and expenses: The City agrees to reimburse AT&T within sixty (60) days of the receipt of detailed invoice(s) with supporting documentation for the costs of all applicable materials. Reimbursement shall be on the following basis: a. The estimated cost of the relocation for the City is Thirty-Four Thousand, One Hundred and Eighteen Dollars ($34,118.00) as shown in Exhibit “B”. b. The City agrees to pay for any and all of those actual expenses attributable to the City’s unique work, supplies or material as set forth in Exhibit “C”, if applicable. 5. In no event shall AT&T hereunder be liable to the City for any indirect, consequential or incidental damages, including, without limitation, loss of revenue, loss of customers or loss of profits arising from this Agreement and the performance or non-performance of obligations hereunder. 6. AT&T’s inspector shall have the right to stop construction if construction activity would jeopardize the integrity of AT&T's or the City’s system or would cause an unsafe or hazardous condition. 7. Both AT&T and the City shall indemnify, defend and hold harmless each other, their employees, officers, directors, agents, contractors and assigns of each of them, from any loss, damages and injuries, including death, to any person, arising out of this Agreement the performance or the breach thereof, to the extent such damage, injury or death was caused by the negligence of the indemnifying party, any subcontractor of the indemnifying party or their employees, servants, contractors, subcontractors or agents while performing under this Agreement. Such indemnification and save harmless obligation shall apply only to direct damages which are proven and shall not apply to the extent such damage, injury or death was caused by the indemnified party’s act or omission or the act or omission of the indemnified party’s agents, servants, employees or others; and, provided, that such indemnification and save harmless obligation is expressly conditioned on the following: (i) that the indemnifying party shall be notified in writing promptly of any such claim or demand (ii) that the indemnifying party shall have sole control of the defense of any action or such claim or demand and of all negotiations for its settlement or compromise, and that (iii) the indemnified party shall cooperate with the indemnifying party in a reasonable way to facilitate the settlement or defense of such claim or demand. 8. AT&T warrants that the work hereunder shall comply with all applicable state and local laws and ordinances and will strictly comply with the provisions of this Agreement and with all specifications and drawings referred to in this Agreement. AT&T PROJECT NO. _______________ Page 3 of 11 The work hereunder performed by AT&T or its contractors shall be first-class in every particular and shall be free from defects in materials, construction and workmanship. AT&T further guarantees the City that all materials, equipment and supplies furnished by AT&T for the work shall be new, merchantable and of the most suitable grade and fit for their intended purpose. Without limitations of any other rights or remedies of the City, if any defect in the work in violation of the foregoing guarantees arises within twelve (12) months after the date of final acceptance of work by the City, AT&T shall, upon receipt of written notice of such defect, promptly furnish, at no cost to the City, all labor, equipment and materials at the job site necessary to correct such defect and cause the work to comply fully with the foregoing guarantees. If AT&T fails to promptly correct any defect, then the City may correct, or cause to have corrected, such defect and AT&T shall reimburse the City for all such related, reasonable and verifiable costs of correction. 9. AT&T shall obtain and comply with, or cause to be obtained and complied with, all permits, certificates and licenses required by any governmental authority for the work hereunder. AT&T (or its subcontractor) shall comply with all railroad safety requirements, OSHA and the general safety requirements, as well as all other federal, state and local rules and regulations which may apply during the performance of the work hereunder and shall indemnify, defend and hold harmless the City and any other entity granting the right-of-way and their directors, officers, employees and representatives against all liability, claims, losses, fines and penalties arising out of the failure or asserted failure of AT&T or its subcontractor(s) to comply therewith. 10. AT&T shall maintain or cause to be maintained, during the entire progress of the work hereunder, insurance of the following types with limits not less than those set forth below: a. Worker's Compensation in accordance with the provisions of the applicable Worker's Compensation law or similar laws of the state or other political division having jurisdiction over the employee, and Employer's Liability with a limit of liability of $100,000.00 for each occurrence. b. Commercial General Liability, including coverage for independent contractors, Completed Operations Liability and Contractual Liability, with a combined single limit of liability of $1,000,000.00 per occurrence $1,000,000 per the aggregate for bodily injury and property damage. c. Automobile liability covering use of all owned, non-owned and hired vehicles with a combined single limit of liability of $1,000,000.00 per occurrence for bodily injury and property damage. AT&T PROJECT NO. _______________ Page 4 of 11 d. Upon request, Certificates of Insurance reasonably satisfactory in form to the City shall be supplied by AT&T to the City evidencing that the above insurances are in force, that insurers shall endeavor to provide not less than thirty (30) days' written notice to the City prior to any cancellation of the policies and that the waiver of subrogation described below is in force. e. AT&T hereby waives subrogation against and releases the City from all liability covered by AT&T’s insurance for losses or claims arising out of AT&T’s performance of this Agreement. f. The City shall be included as Additional Insured on all liability insurance policies required by this Agreement, except Worker's Compensation, required in this Section 11. g. All insurance policies shall provide coverage with respect to work performed on railroad right-of-way and shall be in addition to any other insurance coverage AT&T is required to have under the terms of its agreement(s) for use and occupancy of the right-of-way within which the construction hereunder is to be performed. 11. AT&T agrees to indemnify, defend and hold the City harmless from all laborers', materialmen's and mechanics' liens arising out of AT&T’s performance of work hereunder and shall keep the City free from all such claims, liens and encumbrances. To the full extent permitted by law, AT&T waives all rights of lien against the property and the City. If AT&T fails to release and discharge any such claim or lien within thirty (30) days after the receipt of notice from the City to remove such claim or lien, the City may, at its sole option, discharge or release the claim or lien and AT&T shall pay the City any and all costs and expenses, including reasonable attorney's fees and cash settlements, incurred by the City in connection with such discharge or release. 12. AT&T and the City agree that all information with respect to this relocation will be kept confidential and will be used for internal company purposes only. 13. This Agreement may be executed by the parties in separate counterparts, each of which shall be deemed to be an original copy, but all of which, together, shall constitute only one agreement. 14. Each party represents to the other that it has the ability and authority to enter into this Agreement and that its respective signatories are fully authorized to execute this Agreement on its behalf. 15. This Agreement, and attachments hereto, supersedes and replaces any prior agreements, understandings or arrangements, whether oral or written, heretofore AT&T PROJECT NO. _______________ Page 5 of 11 made between AT&T and the City and relating to the subject matter hereof. This Agreement shall not be modified, changed, altered or amended except by express written agreement signed by duly authorized representatives of both AT&T and the City hereto. IN WITNESS WHEREOF, AT&T and the City hereto have executed this Agreement on the day and year below written, but effective as of the day and year first set forth above. AT&T Communications of the Pacific Northwest, Inc. By and through AT&T Corp. By: ___________ Printed Name:_____________________________ Title:____________________________________ Date: ___________________________________ City of Arlington By: ________ Printed Name:___________________________ Title:__________________________________ Date: _________________________________ AT&T PROJECT NO. _______________ Page 6 of 11 EXHIBIT A SCOPE OF WORK AT&T’s contractor shall install three (3) two inch (2”) HDPE conduits and seven (7) manholes from the location of a proposed AT&T intercept manhole and City’s manhole at station 4746+21, to the location of a proposed AT&T intercept manhole and City’s manhole at station 4794+10 which locations are indicated on the drawings attached as Exhibit C. The surface areas shall be restored to as close to preconstruction conditions as possible. . AT&T PROJECT NO. _______________ Page 7 of 11 EXHIBIT B Cost Estimate Breakdown Item Description Qty Unit Cost Ext. Cost 444LA Manhole (material only) 7 $ 2,200.00 15,400.00 2" HDPE, SDR11, Gray, Green & White 15,600 $ 0.86 13,416.00 As-Built Drawings 40 $ 65.00 2,600.00 Subtotal 31,416.00 Local & WA Sales Tax @ 8.6% 2,702.00 Total Estimated Reimbursable Costs 34,118.00 AT&T PROJECT NO. _______________ Page 8 of 11 EXHIBIT C UNIQUE COSTS There are no Unique Costs identified AT&T PROJECT NO. _______________ Page 9 of 11 Exhibit D BILL OF SALE AT&T Communications of the Pacific Northwest, Inc., by and through AT&T Corp., a New York corporation located at 3450 Riverwood Parkway SE, Atlanta, Georgia 30339 (“Seller”) for and in consideration of the sum of Thirty Four Thousand One Hundred Eighteen Dollars and Zero Cents ($34,118.00), and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, does hereby, grant, bargain, sell, convey, transfer, assign and set over unto the City of Arlington, located at 238 N Olympic Ave., Arlington, Washington (“Buyer”), its successors and assigns, all right, title and interest in and to that certain personal property commonly known as the City of Arlington Duct (the “Facilities”) that are more specifically identified on Exhibit D1, attached hereto and incorporated herein by reference. 1. Except for the covenants, representations, and warranties specifically set forth in this Bill of Sale, Seller makes no covenants, representations, and/or warranties to Buyer or any other person or entity, whether express, implied or statutory, as to the construction, installation, description, quality, merchantability, completeness or fitness for any particular purpose of the Facilities or as to any other matter, all of which covenants, representations, and/or warranties are hereby expressly excluded and disclaimed. 2. Seller hereby warrants to Buyer that immediately prior to the delivery of this Bill of Sale: (a) Seller is the sole owner of the Facilities and has full right, power and authority to sell and transfer same as herein provided; (b) The Facilities have been installed in a good and workmanlike manner and in accordance with all applicable laws, rules and regulations; (c) The Facilities are free and clear of any security interests or other liens, encumbrances, claims or rights of others of any kind whatsoever; (d) Seller has obtained any and all governmental or municipal approval, franchise and authorization, right-of-way agreement, conduit agreement and lease, license, consent or other agreement or authorization relating to the construction and use of the Facilities; and (e) There are no proceedings, actions, litigation, bankruptcy petitions, judgments or claims of any nature whatsoever, against Seller that relate to the Facilities on Seller’s right to transfer same, pending or threatening, before any government, regulatory authority or any administrative forum. 3. The parties shall complete any forms and make such tax filings pertaining to the transaction contemplated by this Bill of Sale as may be required by any federal, state, county, city or other applicable law, rule or ordinance. 4. Seller shall warrant and defend good and marketable title to the Facilities against any and all claims and demands of all persons and entities whatsoever. 5. This Bill of Sale may be executed in several counterparts, which shall constitute one and the same instrument. 6. This Bill of Sale shall be governed by the laws of the State of Washington, without regard to choice of law principles. IN WITNESS WHEREOF, the parties have caused this Bill of Sale to be duly executed and delivered as of this ____ day of ______________, 2012. SELLER: AT&T Communications of the Pacific Northwest, Inc, By: AT&T Corp., a New York corporation By:_________________________________ Name: Title: BUYER: CITY OF ARLINGTON By: ________________________________ Name: Title: AT&T PROJECT NO. _______________ Page 10 of 11 Dated: ______________________________ AT&T PROJECT NO. _______________ Page 11 of 11 EXHIBIT D1 Three (3) two inch (2”) HDPE conduits and Seven (7) manholes from the location of a proposed AT&T intercept manhole and City’s manhole at station 4746+21, to the location of a proposed AT&T intercept manhole and City’s manhole at station 4794+10. City of Arlington Council Agenda Bill Item: WS #4 Attachment D COUNCIL MEETING DATE: August 27, 2012 SUBJECT: Approval of Proposed 173rd St. Roadway Section ATTACHMENTS: 173rd St. Proposed Roadway Section DEPARTMENT OF ORIGIN Public Works – Eric Scott EXPENDITURES REQUESTED: NA BUDGET CATEGORY: NA LEGAL REVIEW: DESCRIPTION: Council is being asked to approve the 173rd St. roadway section recommended by the Smokey Point Citizen’s Committee and authorize staff to proceed with design. HISTORY: In 2011 the City of Arlington began moving forward with the installation of a new road, 173rd St., in the alignment identified in the City adopted Transportation Element of the General Comprehensive Plan. The initial work entailed procurement of Right-of-way (ROW) and contracting with Perteet Engineers for engineering design services. The full alignment of the proposed roadway will extend from Smokey Point Blvd to Airport Blvd. To move forward with design of the roadway, a road section needs to be approved. Staff met with the Smokey Point Citizen’s Committee to discuss the project and solicit their input on the type of roadway that would meet both the City’s requirements for transportation as well as address concerns by the local residents. The enclosed road section represents the recommendation of the committee and Staff. ALTERNATIVES - Remand to staff for further discussion RECOMMENDED MOTION: Workshop only, no action requested. At the September 4th meeting Staff will recommend the Council adopt the proposed road section. City of Arlington Council Agenda Bill Item: WS #5 Attachment E COUNCIL MEETING DATE: August 27, 2012 SUBJECT: Ordinance for Cascade Natural Gas Franchise Agreement ATTACHMENTS: Ordinance for Cascade Natural Gas Franchise Agreement DEPARTMENT OF ORIGIN Public Works – Eric Scott EXPENDITURES REQUESTED: N/A BUDGET CATEGORY: N/A LEGAL REVIEW: DESCRIPTION: An ordinance granting Cascade Natural Gas Corporation the right to install and maintain natural gas infrastructure within City Limits. HISTORY: The current franchise agreement ordinance with Cascade Natural Gas has expired and a new one needs to be adopted, to allow natural gas service to continue within City limits. The new franchise agreement was based on the model suggested by MRSC for franchise agreements, to meet current legal standards. ALTERNATIVES - Do not approve agreement - Remand and to staff for further discussion RECOMMENDED MOTION: Workshop only, no action requested. At the September 4th meeting the recommendation will be: “I move to approve the Ordinance for Cascade Natural Gas Franchise Agreement and authorize the Mayor to sign the agreement, pending final review by the City Attorney.” Page 1 of 8 ORDINANCE NO. 2012-____ AN ORDINANCE GRANTING CASCADE NATURAL GAS CORPORATION, A WASHINGTON CORPORATION, ITS SUCCESSORS AND ASSIGNS, THE RIGHT, PRIVILEGE, AUTHORITY AND FRANCHISE TO SET, ERECT, LAY, CONSTRUCT, EXTEND, SUPPORT, ATTACH, CONNECT, MAINTAIN, REPAIR, REPLACE, ENLARGE, OPERATE AND USE FACILITIES IN, UPON, OVER, UNDER, ALONG, ACROSS AND THROUGH THE FRANCHISE AREA TO PROVIDE FOR THE TRANSMISSION, DISTRIBUTION AND SALE OF NATURAL GAS FOR POWER, HEAT AND LIGHT, AND ANY OTHER PURPOSES FOR WHICH NATURAL GAS AND ELECTRIC ENERGY MAY BE USED. THE CITY COUNCIL OF THE CITY OF ARLINGTON, WASHINGTON, DO ORDAIN AS FOLLOWS: Section 1. Definitions. 1.1 Where used in this franchise (the "Franchise") the following terms shall mean: 1.1.1 "CNG" means Cascade Natural Gas Corporation, a Washington corporation, and its successors and assigns. 1.1.2 "City" means the City of Arlington, a Municipal Corporation within the State of Washington, and its successors and assigns. 1.1.3 "Franchise Area" means any, every and all right-of-way for public roads, streets, avenues, alleys, highways and other public ways of the City as now laid out, platted, dedicated or improved; and any, every and all right-of-way for public roads, streets, avenues, alleys, highways and other public ways that may hereafter be laid out, platted, dedicated or improved within the present limits of the City and as such limits may be hereafter extended. For the purpose of this definition, right-of-way includes property owned by the City in fee and used for public roads and other public ways of the City. 1.1.4 "Facilities" means, collectively, any and all (i) natural gas distribution systems, including but not limited to, gas pipes, pipelines, mains, laterals, conduits, feeders, regulators, meters, meter-reading devices, and communication systems; and (ii) any and all other equipment, appliances, attachments, appurtenances and other items necessary, convenient, or in any way appertaining to any and all of the foregoing, whether the same be located over or under ground. 1.1.5 "Ordinance" means Ordinance No. 2012-XXX, which sets forth the terms and conditions of this Franchise. Page 2 of 8 1.1.6 "Public right of way improvement" is a City-funded capital improvement to the public right of way. Section 2. Facilities Within Franchise Area. 2.1 The City does hereby grant to CNG the right, privilege, authority and franchise to set, erect, lay, construct, extend, support, attach, connect, maintain, repair, replace, enlarge, operate and use Facilities in, upon, over, under, along, across and through the Franchise Area to provide for the transmission, distribution and sale of natural gas for power, heat, light and such other purposes for which gas may be used. Section 3. Noninterference of Facilities. 3.1 CNG's Facilities shall be maintained within the Franchise Area so as not to unreasonably interfere with the free passage of traffic and in accordance with the laws of the State of Washington and the City. CNG shall exercise its rights within the Franchise Area in accordance with applicable City codes and ordinances governing use and occupancy of the Franchise Area; provided, however, in the event of any conflict or inconsistency of such codes and ordinances with the terms and conditions of this Franchise, the terms and conditions of this Franchise shall govern and control; provided, further, nothing herein shall be deemed to waive, prejudice or otherwise limit any right of appeal afforded CNG by such City codes and ordinances. 3.2 CNG shall provide the City, upon the City's reasonable request, copies of available drawings in use by CNG showing the location of its Facilities at specific locations within the Franchise Area and shall provide field markings of its underground Facilities within the Franchise Area for the design of City projects at no cost to the City. As to any such drawings so provided, CNG does not warrant the accuracy thereof and, to the extent the location of Facilities are shown, such Facilities are shown in their approximate location. With respect to any excavations within the Franchise Area undertaken by or on behalf of CNG or the City, nothing herein is intended (nor shall be construed) to relieve either party of their respective obligations arising under applicable law with respect to determining the location of utility facilities. Section 4. Relocation of Facilities. 4.1 Whenever the City causes a public right of way improvement to be undertaken within the Franchise Area, and such public right of way improvement requires the relocation of CNG's then existing Facilities within the Franchise Area (for purposes other than those described in paragraph 4.2 below), the City shall: 4.1.1 provide CNG, within a reasonable time prior to the commencement of such public right of way improvement, written notice requesting such relocation; and 4.1.2 provide CNG with reasonable plans and specifications for such public right of way improvement. After receipt of such notice and such plans and specifications, CNG shall relocate such Facilities within the Franchise Area at no charge to the City. The City will makes its best efforts to avoid Page 3 of 8 the need for such moving or changing whenever possible. In the event the city receives any Federal, state or other funds for gas line relocating purposes, the Grantee will be given credit to the extent any such funds are actually received by the City. 4.2 Whenever (i) any public or private development within the Franchise Area, other than a public right of way improvement, requires the relocation of CNG's Facilities within the Franchise Area to accommodate such development; or (ii) the City requires the relocation of CNG's Facilities within the Franchise Area for the benefit of any person or entity other than the City, then in such event, CNG shall have the right as a condition of such relocation, to require such developer, person or entity to make payment to CNG, at a time and upon terms acceptable to CNG, for any and all costs and expenses incurred by CNG in the relocation of CNG's Facilities. 4.3 Any condition or requirement imposed by the City upon any person or entity, other than CNG, that requires the relocation of CNG's Facilities shall be a required relocation for purposes of paragraph 4.2 above (including, without limitation, any condition or requirement imposed pursuant to any contract or in conjunction with approvals or permits for zoning, land use, construction or development). 4.4 Nothing in this Section 4 "Relocation of Facilities" shall require CNG to bear any cost or expense in connection with the location or relocation of any Facilities then existing pursuant to easement or such other rights not derived from this Franchise. Section 5. Indemnification. 5.1 CNG hereby releases, covenants not to bring suit and agrees to indemnify, defend and hold harmless the City, its officers, employees, agents and representatives from any and all claims, costs, judgments, awards or liability to any person, including claims by CNG's own employees for which CNG might otherwise be immune under Title 51 RCW, for injury or death of any person or damage to property caused by or arising out of the negligent acts or omissions of CNG, its agents, servants, officers or employees in the performance of this Franchise, and any rights granted hereunder. If CNG is required to indemnify and defend the City, CNG shall control the defense. CNG shall not settle such claim, judgment, award or liability without the consent of the City, which consent shall not be unreasonably withheld. This section is not, and shall not be interpreted or shall not constitute as to third parties, a waiver of any defense or immunity available to the City. CNG, in defending any suit, action, claim or proceeding on behalf of the City, shall be entitled to assert in any such suit, action, claim or proceeding every defense or immunity the City could assert on its own behalf. This franchise agreement shall not be interpreted to constitute a waiver by the City of any of its defenses of immunity or limitations on liability pursuant to Washington law or statute. Inspection or acceptance by the City of any work performed by CNG at the time of completion of construction shall not be grounds for avoidance by CNG of any of its obligations under this Section. Said indemnification obligations shall extend to claims which are not reduced to a suit and any claims which may be compromised prior to the culmination of any litigation or the institution of any litigation. In the event that CNG refuses the tender of defense in any suit or any claim, said tender having been made pursuant to the indemnification provision contained herein, and said refusal is subsequently determined by a court having jurisdiction (or such other tribunal that the parties shall Page 4 of 8 agree to decide the matter), to have been a wrongful refusal on the part of CNG, then CNG shall pay all of the City's costs for defense of the action, including all expert witness fees, costs, and attorney's fees, including costs and fees incurred in recovery under this indemnification provision. In the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of CNG and the City, its officers, employees and agents, CNG's liability hereunder shall be only to the extent of CNG's negligence. It is further specifically and expressly understood that the indemnification provision provided herein constitutes CNG’s waiver of immunity under Title 51 RCW, solely for the purposes of this indemnification. This waiver has been mutually negotiated by the parties. The provisions of this Section shall survive the expiration or termination of this Franchise. Section 6. Insurance 6.1 CNG shall procure and maintain for the duration of this Franchise, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the exercise of the rights, privileges and authority granted hereunder to CNG, its agents, representatives or employees. CNG shall provide a copy of a Certificate of Insurance to the City for its inspection prior to the adoption of this Franchise Ordinance, and such insurance certificate shall evidence a policy of insurance that includes: A. Automobile Liability insurance with limits no less than $1,000,000 Combined Single Limit per occurrence for bodily injury and property damage; and B. Commercial General Liability insurance, written on an occurrence basis with limits no less than $1,000,000 combined single limit per occurrence and $2,000,000 aggregate for personal injury, bodily injury and property damage. Coverage shall include but not be limited to: blanket contractual; products and completed operations; broad form property damage; explosion, collapse and underground (XCU); and employer's liability. CNG may satisfy the requirements of this section by a self-insurance program or membership in an insurance pool providing substantially the same coverage as set forth above. Section 7. Vacation or Disposal of Franchise Area. 7.1 In the event the City vacates or disposes of any portion of the Franchise Area during the term of this Franchise, the City shall provide CNG prior notice of same, and in its vacation or disposal procedure shall reserve an easement for utilities suitable for CNG's Facilities if the Arlington City Council deems such action to be in the best interests of the public welfare and the City. Section 8. Default. 8.1 If CNG willfully violates or fails to comply with any of the provisions of this Franchise, or through willful misconduct or gross negligence fails to heed or comply with any notice given CNG by the City under the provisions of this Franchise, then CNG shall, at the election of the Arlington City Council, forfeit all rights conferred hereunder and this Franchise may be revoked or annulled by the Council after a hearing held upon notice to CNG. Page 5 of 8 Section 9. Remedies to Enforce Compliance. 9.1 The City may elect, in lieu of the provisions of Section 8 above and without any prejudice to any of its other legal rights and remedies, to obtain an order from the superior court having jurisdiction compelling CNG to comply with the provisions of this Ordinance and to recover damages and costs incurred by the City by reason of CNG's failure to comply. In addition to any other remedy provided herein, the City reserves the right to pursue any remedy to compel or force CNG and/or its successors and assigns to comply with the terms hereof, and the pursuit of any right or remedy by the City shall not prevent the City from thereafter declaring a forfeiture or revocation for breach of the conditions herein. Section 10. City Ordinances and Regulations. 10.1 Nothing herein shall be deemed to restrict the City's ability to adopt and enforce all necessary and appropriate ordinances regulating performance of the conditions of this Franchise, including any valid ordinance made in the exercise of its police powers in the interest of public safety and for the welfare of the public. The City shall have the authority at all times to control by appropriate regulations the location, elevation, manner of construction and maintenance of any Facilities within the Franchise Area by CNG, and CNG shall promptly conform with all such regulations, unless compliance would cause CNG to violate other requirements of law or applicable regulation. The provisions of Arlington Municipal Code shall apply to performance of the conditions of this Franchise except as may be inconsistent or in conflict with the provisions of this Franchise. Section 11. Nonexclusive Franchise. 11.1 This Franchise is not, and shall not be deemed to be, an exclusive Franchise. This Franchise shall not in any manner prohibit the City from granting other and further franchises over, upon, and along the Franchise Area that do not interfere with CNG's rights under this Franchise. This Franchise shall not prohibit or prevent the City from using the Franchise Area or affect the jurisdiction of the City over the same or any part thereof. Section 12. Franchise Term. 12.1 This Franchise is and shall remain in full force and effect for a period of twenty (20) years from and after the effective date of the Ordinance; provided, however, CNG shall have no rights under this Franchise nor shall CNG be bound by the terms and conditions of this Franchise unless CNG shall, within sixty (60) days after the effective date of the Ordinance, file with the City its written acceptance of the Ordinance. Section 13. Assignment. 13.1 This Franchise may not be assigned or transferred without the written consent of the City. In the case of transfer or assignment as security by mortgage or other security instrument in whole or in part to secure indebtedness, such consent shall not be required unless and until the secured party elects to realize upon the collateral. CNG shall provide prompt written notice to the City of any such assignment or transfer, and all of the provisions, terms, conditions, and requirements this Franchise shall be binding upon successors and assigns as if they were specifically mentioned wherever CNG is named herein. Page 6 of 8 Section 14. Acceptance. 14.1 Within sixty (60) days after the passage and approval of this Ordinance, this Franchise may be accepted by CNG by its filing with the City Clerk an unconditional written acceptance thereof. Failure of CNG to so accept this Franchise within said period of time shall be deemed a rejection thereof by CNG, and the rights and privileges herein granted shall, after the expiration of the sixty day period, absolutely cease and determine, unless the time period is extended by ordinance duly passed for that purpose. Section 15. Survival. 15.1 All of the provisions, terms, conditions and requirements of Sections 4, Relocation of Facilities; 5, Indemnification; and 6, Insurance; of this Franchise shall be in addition to any and all other obligations and liabilities CNG may have to the City at common law, by statute, or by contract, and shall survive the termination or expiration of this Franchise and any renewals or extensions thereof. Section 16. Notice. 16.1 Any notice or information required or permitted to be given to the parties under this Franchise agreement may be sent to the following addresses unless otherwise specified: CITY OF ARLINGTON CASCADE NATURAL GAS Public Works Director 8113 W Grandridge Blvd. 238 N. Olympic Ave. Kennewick, WA 99336 Arlington, WA 98223 ______________________ Section 17. Severability. 17.1 If any section, sentence, clause or phrase of this Ordinance should be held to be invalid or unconstitutional by a court of competent jurisdiction, such invalidity or unconstitutionality shall not affect the validity or constitutionality of any other section, sentence, clause or phrase of this Ordinance unless such invalidity or unconstitutionality materially alters the rights, privileges, duties, or obligations hereunder, in which event either party may request renegotiation of those remaining terms of this Franchise materially affected by such courts' ruling. Section 18. Miscellaneous. 18.1 If any provision, term, condition or portion of this Franchise shall be held to be invalid, such invalidity shall not affect the validity of the remaining portions of this Franchise, which shall continue in full force and effect. The headings of sections and paragraphs of this Franchise are for convenience of reference only and are not intended to restrict, affect or be of any weight in the interpretation or construction of the provisions of such sections or paragraphs. 18.2 This Franchise may be amended only by written instrument, signed by both parties, which specifically states that it is an amendment to this Franchise and is approved and executed in accordance with the laws of the State of Washington. Without limiting the generality of the Page 7 of 8 foregoing, this Franchise (including, without limitation, Section 5 above) shall govern and supersede and shall not be changed, modified, deleted, added to, supplemented or otherwise amended by any permit, approval, license, agreement or other document required by or obtained from the City in conjunction with the exercise (or failure to exercise) by CNG of any and all rights, benefits, privileges, obligations or duties in and under this Franchise, unless such permit, approval, license, agreement or other document specifically: 18.2.1 references this Franchise; and 18.2.2 states that it supersedes this Franchise to the extent it contains terms and conditions that change, modify, delete, add to, supplement or otherwise amend the terms and conditions of this Franchise. In the event of any conflict or inconsistency between the provisions of this Franchise and the provisions of any such permit, approval, license, agreement or other document, the provisions of this Franchise shall control. 18.3 This Franchise is subject to the provisions of any applicable tariff on file with the Washington Utilities and Transportation Commission or its successor. In the event of any conflict or inconsistency between the provisions of this Franchise and such tariff, the provisions of such tariff shall control. Page 8 of 8 Section 19. No Third Party Beneficiary. 19.1 Nothing in this Franchise shall be construed to create any rights in or duties to any third party, nor any liability to or standard of care with reference to any third party, nor confer any right or remedy upon any person other than the City and CNG. No action may be commenced or prosecuted against either the City or CNG by any other party claiming beneficiary of this Franchise and nothing this Franchise shall release or discharge any obligation or liability of any third party to either the City or CNG. Section 20. Effective Date. 20.1 This Ordinance, being an exercise of a power specifically delegated to the City legislative body, is not subject to referendum, and shall take effect (5) days after passage and publication of an approved summary thereof consisting of the title. Section 23. Cost of Publication. 23.1 The cost of the publication of this Ordinance shall be borne by CNG. Passed by the City Council of the City of Arlington the _______ day of __________________, 2012. APPROVED: BARBARA TOLBERT, MAYOR APPROVED AS TO FORM: BY: CITY ATTORNEY, STEVEN J. PEIFFLE ATTEST/AUTHENTICATED: KRISTIN BANFIELD, CITY CLERK City of Arlington Council Agenda Bill Item: WS #6 Attachment F COUNCIL MEETING DATE: August 27, 2012 SUBJECT: Ordinance amending Arlington Municipal Code 13.12.160(b) ATTACHMENTS: - Comparison of Local Area Senior Low Income Utility Rate Discount Programs - Sample of New Senior Low Income Utility Rate Application Form - An ordinance will be attached to the CAB for the September 4th Council meeting DEPARTMENT OF ORIGIN Public Works – Jim Kelly EXPENDITURES REQUESTED: None BUDGET CATEGORY: LEGAL REVIEW: DESCRIPTION: This is an ordinance amending Arlington Municipal Code 13.12.160(b) that will raise the Low Income Senior Citizens maximum income eligibility threshold that allows them to qualify for the utility rate discount. HISTORY: The City of Arlington offers a 40% discount on utility rates to low income senior citizens, currently low income senior citizens can qualify for this discount if they are 61 years of age or older, and earn $28,000.00 or less. This proposed change would raise the eligibility threshold to those earning incomes of $30,000.00 and less, allowing more seniors to qualify for the discount. AMC 13.12.160(b) For purposes of this section, the term "qualifying senior citizens" shall mean those ratepayers who are sixty-one years of age or older, whose household income is twenty-eight thirty thousand dollars or less. For purposes of verifying income, ratepayers seeking to qualify under this section shall provide annual proof of age and income as may be required by the city upon forms retained by the finance director for that purpose. ALTERNATIVES • Remand to staff for further consideration RECOMMENDED MOTION: No action at this time – discussion/presentation only. City of Arlington Council Agenda Bill Item: WS #7 Attachment G COUNCIL MEETING DATE: August 27, 2012 SUBJECT: Resolution Adopting the 2013-2018 Six Year Transportation Improvement Plan ATTACHMENTS: - 2013-2018 Six Year Transportation Improvement Plan – Proposed Project List - Resolution adopting the 2013-2018 Six Year Transportation Improvement Plan DEPARTMENT OF ORIGIN Public Works EXPENDITURES REQUESTED: N/A BUDGET CATEGORY: N/A LEGAL REVIEW: DESCRIPTION: Council is asked to review the attached draft 2013-2018 Six Year Transportation Improvement Plan (TIP) and approve the Plan on Sep 4th following a Public Hearing. HISTORY: Attached to this CAB is a copy of the City’s proposed Six Year Transportation Improvement Plan (TIP) for Council review. In accordance with State Law, every municipality must annually update their TIP for the following six years. Any road construction project that is to be considered for Intermodal Surface Transportation Efficiency Act or Transportation Improvement Board funding must be listed on the TIP. To be eligible for allocation of ½ -cent gas tax monies, projects must also be listed. The attached TIP represents projects that the City would like to have completed, or funded, over the next six years – (2013 to 2018) ALTERNATIVES - Remand to staff for additional information - Table pending further discussion RECOMMENDED MOTION: Workshop only, no action requested. RESOLUTION NO. 2012-XXX RESOLUTION NO. 2012-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARLINGTON, WASHINGTON ADOPTING THE OFFICIAL SIX YEAR TRANSPORTATION IMPROVEMENT PLAN FOR THE CITY OF ARLINGTON. THE CITY COUNCIL OF THE CITY OF ARLINGTON, WASHINGTON, DO RESOLVE: SECTION 1. That certain comprehensive Transportation Improvement Plan for the six years commencing July 1, 2013 as detailed in the attached “Exhibit A” is hereby adopted as the Official Six Year Transportation Improvement Plan for the City of Arlington. PASSED at a regular meeting of the City of Arlington, Washington held on the 4th day of September, 2012. CITY OF ARLINGTON _______________________________ Barbra Tolbert, Mayor ATTEST: ________________________________ Kristin Banfield, City Clerk APPROVED AS TO FORM: ________________________________ Steven J. Peiffle, City Attorney Project No.Transportation Capital Project Total Project Cost Est 6-Year Program Cost Est 2013 2014 2015 2016 2017 2018 Comments 1 Pavement Preservation Program $900,000 $900,000 $150,000 $150,000 $150,000 $150,000 $150,000 $150,000 Program to preserve and maintain existing roadway pavement. 2 Arlington Trail Construction Program $275,000 $275,000 $25,000 $25,000 $25,000 $25,000 $25,000 $150,000 Design and construct pedestrian trails per the City's Trail Plan (non- motorized transportation facilities). 3 Community Transit Bus Transfer Station at Smokey Point $3,100,000 Design complete, fully funded by Community Transit. 4 Airport Blvd, Phase I & II $3,400,000 $2,100,000 $2,100,000 Phase I constructed in 2012. Phase II funded and ready for construction in 2013 5 67th Ave, Ph 3 - 204th St to Lebanon St $9,568,716 $7,910,000 $7,910,000 Widening and rehab of 67th Ave between 204th and Lebanon. Design complete, all funding in place, construction set for 2013. 6 173rd St Ph1, Ph, 2, Ph 3 $2,300,000 $2,300,000 $600,000 $950,000 $750,000 Construct 173rd St Phase 3 (2013 ), Phase 1 (2014) and Phase 2 (2015) 7 211th Pl NE - 67th Ave NE to SR530 - $1,685,000 $1,685,000 $35,000 $800,000 $850,000 2013-examine alignment to reroute 211th to SR530 via 59th, 2015- signalize 59th/SR530, 2016-Construct frontage road and Right In-Right Out at SR530/211th. 8 WSDOT - SR531; 43rd Ave to 67th Ave $57,000,000 $57,000,000 $2,000,000 $2,000,000 $6,000,000 $47,000,000 2013/2014-Complete final design, 2015-ROW procurement, 2016- Construction. 9 WSDOT - SR531; 67th Ave to SR-9 $53,000,000 $53,000,000 $300,000 $2,000,000 $2,000,000 $4,000,000 $44,700,000 2014-Route Development and public outreach, 2015/2016-Complete final design, 2017-ROW procurement, 2018-Construction 7 WSDOT - SR9/Burke Signalization $924,000 $924,000 $924,000 Installation of Signal at Burke and SR9 - per SR9 Route Development Plan and per SR9 Coalition. 8 SNOCO - 172nd Corridor - SR9 to McElroy Road $7,231,000 $7,231,000 $7,231,000 Potential Alternative Route to TDR Receiving Area. Snohomish County Project. 9 186th St NE - SR9 to City Limits $2,000,000 $2,000,000 $500,000 $1,000,000 $500,000 New 2 lane connection with sidewalks both sides. The total project estimate is $5M and was prepared by Snoh. County. The City's portion (SR9 to CL) is $2M. 10 Arlington Valley Road - 67th Ave NE to 204th St NE $2,650,000 $2,650,000 $150,000 $2,500,000 New 3 lane industrial standard road connecting 67th Ave NE to 204th St NE. Low impact design. 11 Smokey Point Blvd 175th PL to 200th St NE PLANNING $4,085,000 $4,085,000 $35,000 $150,000 $450,000 $3,450,000 Planning and Coordination with West Arlington Plan to determine improvements. 12 Smokey Point Blvd 200th St NE to SR530 $6,135,000 $6,135,000 $35,000 $150,000 $450,000 $5,500,000 Planning and Coordination with West Arlington Plan to determine improvements. TOTAL $154,253,716 $148,195,000 $12,785,000 $4,419,000 $10,560,000 $54,125,000 $8,575,000 $57,731,000 Total WSDOT Funded $109,924,000 $109,924,000 $2,000,000 $3,224,000 $8,500,000 $48,500,000 $4,000,000 $43,700,000 Total Grant Funded $11,400,000 $11,400,000 $8,150,000 $500,000 $500,000 $750,000 $750,000 $750,000 Total Other Funding $10,331,000 $7,231,000 $0 0 $0 $0 $0 $7,231,000 Total City Funds $22,598,716 $19,640,000 $2,635,000 $695,000 $1,560,000 $4,875,000 $3,825,000 $6,050,000 NOTES 1. Project completion dependent on funding availability. 2. City funding includes City Transportation funds and grants. City of Arlington Six Year Transportation Improvement Plan (2013 - 2018) City of Arlington Council Agenda Bill Item: WS #8 Attachment H COUNCIL MEETING DATE: August 27, 2012 SUBJECT: Amending Resolution #692 – Authorizing the closing of the Utilities Change Fund ATTACHMENTS: Draft Resolution No. 2012-XXX DEPARTMENT OF ORIGIN Finance Department, Jim Chase, Finance Director EXPENDITURES REQUESTED: -0- BUDGET CATEGORY: N/A LEGAL REVIEW: DESCRIPTION: Resolution #692 established the Opening Change Fund for Utilities Administration and Airport Departments. The City Utilities Department no longer uses the Change Fund therefore is requesting the Change Fund be closed and monies deposited into the City’s General Checking Account. HISTORY: ALTERNATIVES Do not authorize the Closing of the Utilities Administration Change Fund RECOMMENDED MOTION: No action at this time RESOLUTION NO. 2012-XXX 1 RESOLUTION NO. 2012-XXX A RESOLUTION AMENDING CITY OF ARLINGTON RESOLUTION #692 WHEREAS, on August 15, 2004, the City Council passed Resolution #692, entitled “A Resolution Establishing the Opening Change Fund Amounts For the Airport and Utilities Administration Departments ”; and WHEREAS, the City Utilities Department no longer uses a Change Fund as contemplated by Resolution #692; NOW, THEREFORE, the City Council of the City of Arlington Washington do hereby resolve as follows: 1. The City Utilities Department is hereby authorized to close the Utilities Change Fund authorized by City of Arlington Resolution #692, passed on August 15, 2004, and all funds therein shall be transferred to the city’s General Checking Account. APPROVED by the Mayor and City Council of the City of Arlington this ______ day of ____________, 2012. CITY OF ARLINGTON ____________________________________ Barbara Tolbert, Mayor ATTEST: _________________________________ Kristin Banfield, City Clerk APPROVED AS TO FORM: __________________________________ Steven J. Peiffle, City Attorney City of Arlington Council Agenda Bill Item: WS #9 Attachment I COUNCIL MEETING DATE: August 27, 2012 SUBJECT: July 2012 Financial Report ATTACHMENTS: Various Reports DEPARTMENT OF ORIGIN Finance Department, Jim Chase, Finance Director EXPENDITURES REQUESTED: -0- BUDGET CATEGORY: N/A LEGAL REVIEW: DESCRIPTION: Staff will review the Financial Reports from July with Council. HISTORY: ALTERNATIVES RECOMMENDED MOTION: No Action July 2012 Financial Report Jim Chase, Finance Director Sales Tax dollars received in July (for May sales) were about $15,000 more than the amount received for the same month last year. Collections for 2012 are $500 greater than last year’s total at the end of July. Projections are on track to meet the $3,000,000 budget amount. Building Permits revenues have now reached $229,191. The 2012 budget is $180,000. $123,500 has been received in Plan Check Fees. The 2012 budget for Plan Check Fees is $50,000. Fines and Forfeitures revenues from traffic enforcement continue to be a concern as we have received just 46.7% of budgeted revenues through July. This area will be receiving more attention. The Emergency Medical Service Fund has received only 51.16% of Transport fees through July. Recently the transport fees were increased to help provide additional revenues to support the fund. The delayed revenues from the glitch in the Medicare billings should be received by the end of the year. Motor Vehicle Fuel Tax collections still remain behind budget projects. Only 53.83% of the budget has been received through July. The Consumer Price Index- for all Urban Consumers (CPI-U) for the Seattle-Tacoma-Bremerton Area (historically used in several labor agreements) for the 12 months ended in June 2012 was 2.7%. In June 2011 the CPI-U index was 3.2%. Included in the Financial Reports are the revenue charts and operating statements for each fund. Funds highlighted this month are the Water and Sewer Improvement Funds, and the Public Works Utilities Administration Fund. Water Improvement Fund – This fund is used to finance both small and major capital improvement projects by the water division. It would be too costly to sell revenue bonds to finance smaller projects. Instead this is accomplished through setting aside a portion of revenues generated by water sales and related services and the revenues from new connections. Multi-million dollar projects would continue to be financed with revenue bonds or loans. Sewer Improvement Fund – This fund is used in a similar manner as the Water Improvement Fund. We set aside a portion of monthly revenues and revenues from new connections to finance sewer capital projects. Storm Water Capital Improvement Fund – This fund is also used in a similar manner as the Water Improvement Fund. We set aside a portion of monthly revenues and revenues from new connections to finance storm water capital projects. Public Works Utilities Administration Fund – This fund is used to account for the Administrative oversight of the three utilities – Water, Sewer and Storm Water – including financial management and personnel management. General Fund Revenue Charts Property Taxes 2008 2009 2010 2011 2012 Jan 2,065$ 9,953$ 10,730$ 43,863$ 13,735$ Jan Feb 16,522 6,463 4,965 6,939 8,731 Feb March 31,263 47,312 50,930 36,300 69,232 March April 62,724 89,039 180,793 121,892 213,717 April May 866,220 1,006,203 874,964 1,021,034 935,094 May June (28,443) (15,120) 56,580 24,760 21,831 June July 6,881 14,530 12,989 8,241 23,700 July Aug 5,477 7,679 (68,052) 9,547 - August Sept 11,808 44,029 18,000 37,485 - Sept Oct 73,330 79,762 94,000 318,247 - October Nov 818,761 894,923 878,989 743,089 - Nov Dec 22,633 8,876 50,453 17,201 - Dec 1,889,242 2,193,649 2,165,341 2,388,598 1,286,040 2012 Budget 2,392,000 53.76% Retail Sales Taxes - 1% 2008 2009 2010 2011 2012 Jan 271,640$ 221,227$ 226,180$ 231,247$ 248,861$ Jan Feb 356,148 280,181 271,533 327,957 285,165 Feb March 268,175 224,708 200,501 198,195 219,727 March April 274,578 206,233 240,071 236,714 234,622 April May 317,981 240,634 258,531 276,830 270,011 May June 281,195 236,531 252,005 244,488 242,401 June July 311,099 251,301 252,678 250,540 265,711 July August 325,121 302,202 284,617 277,164 - August Sept 290,051 287,843 256,168 250,027 - Sept October 258,291 241,080 250,811 247,503 - October Nov 293,780 276,283 270,709 250,547 - Nov Dec 248,057 237,530 211,020 242,434 - Dec 3,496,116 3,005,753 2,974,824 3,033,646 1,766,498 2012 Budget 3,000,000 58.88% Snoh. Co. Criminal Justice Sales Tax - 0.1% 2008 2009 2010 2011 2012 Jan 20,604$ 17,595$ 17,577$ 18,911$ 18,796$ Jan Feb 28,899 23,312 23,396 23,935 24,853 Feb March 18,577 16,671 15,746 16,203 16,396 March April 18,891 16,111 16,622 15,930 17,518 April May 22,927 18,775 18,464 18,149 19,753 May June 19,611 16,809 16,923 19,007 18,864 June July 20,296 17,565 17,595 18,988 19,693 July Aug 22,768 20,156 20,382 20,627 - August Sept 20,611 18,447 19,363 19,160 - Sept Oct 20,663 18,646 18,608 19,420 - October Nov 21,947 19,417 20,368 20,146 - Nov Dec 19,304 17,356 18,100 18,477 - Dec 255,099 220,861 223,144 228,953 135,873 2012 Budget 230,000 59.08% $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 2008 2009 2010 2011 2012 Retail Sales Tax - 1% $110,000 $115,000 $120,000 $125,000 $130,000 $135,000 $140,000 $145,000 $150,000 2008 2009 2010 2011 2012 Crim. Justice Sales Tax $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 2008 2009 2010 2011 2012 Property Taxes 2 Streamlined Sales Tax Mitigation Payments 2008 2009 2010 2011 2012 Jan -$ -$ -$ -$ -$ Jan Feb - - - - - Feb March - 32,850 29,743 25,024 25,377 March April - - - - - April May - - - - - May June - 14,024 29,860 25,161 21,824 June July - - - - - July Aug - - - - - August Sept - 23,290 29,672 25,321 - Sept Oct - - - - - October Nov - - - - - Nov Dec 46,329 29,911 25,000 25,266 - Dec 46,329 100,074 114,275 100,771 47,201 2012 Budget 100,000 47.20% Utility Tax - Water 2008 2009 2010 2011 2012 Jan 11,792$ 12,919$ 13,013$ 15,779$ 16,437$ Jan Feb 11,863 10,737 13,288 15,103 16,565 Feb March 11,773 14,718 15,760 16,090 14,824 March April 13,015 12,023 15,815 16,578 15,535 April May 12,045 13,328 18,173 15,477 15,627 May June 11,410 12,398 19,322 15,690 15,025 June July 15,058 13,207 18,713 15,706 16,426 July Aug 14,794 15,319 19,145 16,400 - August Sept 13,006 16,481 18,250 18,282 - Sept Oct 15,154 16,890 15,748 19,126 - October Nov 13,470 18,323 16,826 15,220 - Nov Dec 12,919 16,399 16,765 14,820 - Dec 156,299 172,744 200,818 194,271 110,439 2012 Budget 215,000 Tax is currently at 5% of gross revenues. 51.37% Utility Tax - Sewer 2008 2009 2010 2011 2012 Jan 12,708$ 15,610$ 15,073$ 18,513$ 20,707$ Jan Feb 14,944 10,737 15,058 17,132 20,725 Feb March 12,642 17,565 17,034 20,022 21,603 March April 15,185 13,377 18,369 18,484 19,030 April May 13,278 16,063 19,702 20,239 21,424 May June 13,756 13,970 23,506 18,908 21,995 June July 15,212 16,063 18,734 19,883 21,987 July Aug 16,220 15,480 17,617 19,567 - August Sept 15,538 16,445 18,174 19,746 - Sept Oct 15,467 14,719 16,143 21,101 - October Nov 13,055 16,854 18,069 18,874 - Nov Dec 15,610 15,368 18,097 20,577 - Dec 173,617 182,252 215,576 233,046 147,471 2012 Budget 250,000 Tax is currently at 5% of gross revenues. 58.99% $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 2008 2009 2010 2011 2012 Streamlined Sales Tax $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 2008 2009 2010 2011 2012 Utility Tax - Water $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 2008 2009 2010 2011 2012 Utility Tax - Sewer 3 Utility Tax - Natural Gas 2008 2009 2010 2011 2012 Jan 84,677$ 76,095$ -$ 36,179$ 35,573$ Jan Feb - - 78,413 41,081 33,778 Feb March - - - 30,449 29,154 March April 111,768 154,007 94,519 39,426 32,759 April May 5,289 - - 25,634 24,199 May June 6,260 - - 23,779 15,727 June July 73,721 67,871 - 13,874 11,422 July Aug 5,430 - 62,496 9,629 - August Sept 3,700 - - 8,946 - Sept Oct 27,851 17,739 31,198 8,717 - October Nov - 8,348 12,042 12,464 - Nov Dec - - 21,772 22,809 - Dec 318,696 324,061 300,440 272,987 182,612 2012 Budget 325,000 Tax is currently at 6% of gross revenues. 56.19% Utility Tax - Cable TV 2008 2009 2010 2011 2012 Jan 41,789$ -$ 57,070$ 19,754 20,349$ Jan Feb - 54,091 - 20,393 - Feb March - - - 20,296 40,313 March April 42,778 - - 19,945 20,432 April May - 53,136 56,981 20,130 20,416 May June - - - 19,714 20,436 June July 51,202 53,857 59,413 19,761 49,691 July Aug - - - 20,146 - August Sept - - - 19,641 - Sept Oct 52,392 55,308 59,514 19,687 - October Nov - - 20,979 20,862 - Nov Dec - - 20,345 20,360 - Dec 188,160 216,392 274,302 240,689 171,637 2012 Budget 370,000 Tax changes from 6% to 8% in March 2012. 46.39% Utility Tax - Telephone 2008 2009 2010 2011 2012 Jan 95,152$ 88,965$ 86,694$ 49,514$ 48,104$ Jan Feb 46,408 37,525 30,381 47,162 46,413 Feb March 51,524 35,359 39,877 47,001 45,922 March April 93,367 86,993 88,806 49,593 47,991 April May 45,557 36,626 38,157 48,868 44,896 May June 40,653 36,283 39,605 47,980 45,113 June July 86,661 85,034 84,164 49,151 47,858 July Aug 47,545 38,005 29,395 47,501 - August Sept 37,072 36,847 30,590 48,418 - Sept Oct 85,747 84,934 91,407 48,145 - October Nov 38,811 37,066 49,004 46,999 - Nov Dec 37,031 35,740 51,966 47,294 - Dec 705,529 639,376 660,046 577,626 326,297 2012 Budget 600,000 Tax currently at 6% of gross revenues. 54.38% $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 2008 2009 2010 2011 2012 Utility Tax - Nat. Gas $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 $180,000 2008 2009 2010 2011 2012 Utility Tax - Cable TV $0 $100,000 $200,000 $300,000 $400,000 $500,000 2008 2009 2010 2011 2012 Utility Tax - Telephone 4 Utility Tax - Electricity 2008 2009 2010 2011 2012 Jan 68,584$ 85,254$ 89,193$ 85,675$ 90,775$ Jan Feb 42,022 45,564 47,266 45,924 52,732 Feb March 74,167 88,361 84,004 85,151 91,009 March April 39,848 46,327 49,177 52,944 54,791 April May 76,806 74,454 73,938 78,401 95,590 May June 37,999 35,509 38,623 42,306 49,079 June July 66,617 63,927 62,864 66,531 80,553 July Aug 35,593 32,027 35,312 33,892 - August Sept 62,350 61,434 61,005 66,854 - Sept Oct 31,897 33,812 34,659 30,989 - October Nov 69,761 68,237 68,018 70,805 - Nov Dec 33,238 33,372 44,113 39,772 - Dec 638,882 668,279 688,172 699,244 514,529 2012 Budget 810,000 Tax changes from 5% to 6% in March 2012. 63.52% Utility Tax - Solid Waste (Garbage) 2008 2009 2010 2011 2012 Jan 8,198$ 8,266$ 9,204$ 10,912$ 10,959$ Jan Feb 8,594 8,165 8,907 10,495 10,516 Feb March 9,084 8,696 9,912 10,794 11,108 March April 9,532 9,914 9,901 10,148 10,678 April May 9,604 10,282 10,132 10,848 11,279 May June 9,353 9,786 10,013 10,104 10,929 June July 9,613 10,497 10,452 10,781 11,397 July Aug 9,169 10,088 9,906 9,984 - August Sept 9,447 10,936 10,477 10,419 - Sept Oct 9,346 9,556 9,959 10,586 - October Nov 9,678 9,912 10,754 11,150 - Nov Dec 8,722 9,929 10,178 10,479 - Dec 110,340 116,028 119,795 126,700 76,866 2012 Budget 199,000 Tax changes from 5% to 8% in March 2012. 38.63% Gambling Taxes 2008 2009 2010 2011 2012 Jan 6,096$ 1,665$ 2,141$ 9,892$ 10,232$ Jan Feb - 38,202 26,034 4,270 9,479 Feb March - - - 12,809 9,781 March April 5,597 4,988 5,619 7,503 12,224 April May - 43,661 22,153 5,894 10,528 May June - - - 8,238 9,011 June July 3,760 2,020 2,081 8,521 7,626 July Aug - 49,602 26,093 7,435 - August Sept - - 1,580 6,790 - Sept Oct 2,435 1,787 22,631 7,404 - October Nov 7,559 39,154 9,846 7,689 - Nov Dec - - 9,517 8,479 - Dec 25,447 181,077 127,695 94,924 68,881 2012 Budget 100,000 Tax on Pull tabs is 5% of gross receipts. 68.88%Tax on card games is 7% in 2012. Up from 6%. . . . will increase 1% per year and max at 12%. $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 2008 2009 2010 2011 2012 Utility Tax - Electricity $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000 2008 2009 2010 2011 2012 Utility Tax - Garbage $0 $20,000 $40,000 $60,000 $80,000 $100,000 2008 2009 2010 2011 2012 Gambling Taxes 5 Cable Franchise Fees 2008 2009 2010 2011 2012 Jan 117$ 704$ 45,192$ 51,054$ 51,635$ Jan Feb - - - - - Feb March - - - - - March April 81 1,205 411 50,673 51,049 April May - - 44,678 - - May June - 11,900 - - 33,896 June July 564 14,364 48,158 50,190 26,112 July Aug - - - - - August Sept - - - - - Sept Oct 432 44,951 50,810 50,403 - October Nov - - - - - Nov Dec - - - - - Dec 1,194 73,124 189,249 202,320 162,692 2012 Budget 205,000 Tax is 5% of revenues. 79.36%Now require monthly payments in 2012. Building Permits 2008 2009 2010 2011 2012 Jan 15,461$ 21,462$ 82,320$ 9,672$ 52,758$ Jan Feb 45,893 21,621 1,380 5,597 45,748 Feb March 35,278 34,857 12,071 52,830 50,294 March April 4,790 9,617 5,181 8,303 10,982 April May 20,828 3,742 1,206 5,445 11,055 May June 18,487 7,216 4,784 4,461 19,105 June July 41,661 12,029 7,256 15,101 39,249 July Aug 11,464 9,805 6,351 14,043 - August Sept 18,356 7,988 2,072 16,702 - Sept Oct 32,983 3,603 10,989 50,782 - October Nov 5,845 6,569 10,118 56,511 - Nov Dec 54,010 9,594 8,687 15,540 - Dec 305,055 148,103 152,415 254,987 229,191 2012 Budget 180,000 127.33% State Shared Revenues Liquor Excise Taxes 2008 2009 2010 2011 2012 Jan 19,251$ 20,240$ 21,047$ 20,972$ 21,133$ Jan Feb - - - - - Feb March - - - - - March April 21,085 21,914 22,553 22,886 23,235 April May - - - - - May June - - - - - June July 19,218 19,542 20,196 21,077 21,738 July Aug - - - - - August Sept - - - - - Sept Oct 21,025 21,721 21,541 22,244 - October Nov - - - - - Nov Dec - - - - - Dec 80,579 83,417 85,337 87,179 66,106 2012 Budget 90,000 73.45% $0 $50,000 $100,000 $150,000 $200,000 $250,000 2008 2009 2010 2011 2012 Building Permits $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 $180,000 2008 2009 2010 2011 2012 Cable Franchise Fees $25,000 $30,000 $35,000 $40,000 $45,000 $50,000 $55,000 $60,000 $65,000 $70,000 2008 2009 2010 2011 2012 Liquor Excise Tax 6 Liquor Profits 2008 2009 2010 2011 2012 Jan -$ -$ -$ -$ -$ Jan Feb - - - - - Feb March 28,698 28,271 39,961 33,151 23,858 March April - - - - - April May - - - - - May June 28,274 29,750 31,625 37,009 73,882 June July - - - - - July Aug - - - - - August Sept 28,101 34,486 33,192 25,535 - Sept Oct - - - - - October Nov - - - - - Nov Dec 28,075 24,930 32,982 29,280 - Dec 113,148 117,437 137,760 124,975 97,740 2012 Budget 110,000 88.85% Street Fund Revenue Motor Vehicle Fuel Taxes 2008 2009 2010 2011 2012 Jan 21,651$ 29,365$ 29,365$ 28,999$ 26,401$ Jan Feb 21,367 25,560 31,059 29,651 31,775 Feb March 28,407 29,880 28,088 29,230 26,930 March April 30,212 28,049 27,051 28,331 28,741 April May 31,399 30,897 31,140 32,958 30,583 May June 30,774 29,937 30,446 30,897 28,815 June July 33,392 33,359 32,377 31,626 31,834 July Aug 31,636 32,554 31,621 33,033 - August Sept 32,558 34,329 34,057 30,629 - Sept Oct 33,549 33,887 33,710 34,751 - October Nov 31,449 31,514 31,670 31,765 - Nov Dec 36,668 32,226 32,441 32,080 - Dec 363,062 371,557 373,025 373,950 205,080 2012 Budget 381,000 53.83% Emergency Medical Services Fund Revenues Ambulance Transport Fees EMS Transport Fees 2008 2009 2010 2011 2012 Jan 38,796$ 48,382$ 62,999$ 71,482$ 50,563$ Jan Feb 43,514 40,721 72,652 65,114 46,148 Feb March 47,219 39,041 78,115 71,991 57,465 March April 38,172 63,533 71,986 67,123 71,528 April May 53,560 45,237 65,024 78,858 65,711 May June 43,665 52,574 58,261 59,627 54,976 June July 52,497 47,741 55,550 66,288 83,368 July Aug 30,915 56,235 67,303 64,907 - August Sept 52,255 56,512 57,123 56,753 - Sept Oct 49,703 58,141 68,644 97,429 - October Nov 43,780 41,371 45,428 64,636 - Nov Dec 62,744 99,207 62,757 49,362 - Dec 556,820$ 648,695$ 765,842$ 813,570$ 429,759$ 2012 Budget 840,000 51.16% $185,000 $190,000 $195,000 $200,000 $205,000 $210,000 $215,000 2008 2009 2010 2011 2012 Motor Vehicle Fuel Taxes $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000 $90,000 $100,000 2008 2009 2010 2011 2012 Liquor Profits $0 $100,000 $200,000 $300,000 $400,000 $500,000 2008 2009 2010 2011 2012 Ambulance Transport Fees 7 GENERAL FUND OPERATING STATEMENT THROUGH JULY 2012 YTD % OF YTD TOTAL % OF 2012 2012 ANNUAL 2011 2011 TOTAL ACTUAL BUDGET BUDGET ACTUAL ACTUAL ACTUAL REVENUE SOURCES TAXES: -PROPERTY 1,286,040$ 2,392,000$ 53.76%1,263,029$ 2,388,594$ 52.88% -SALES - 1% City 1,766,497 3,000,000 58.88%1,765,970 3,033,645 58.21% -SALES - 0.1% SnoCo Crim Just.135,873 230,000 59.08%131,124 228,954 57.27% -SALES - 0.1% Public Safety - 70,000 0.00%- - 0.00% -UTILITY 1,559,200 2,816,000 55.37%1,493,525 2,390,609 62.47% -LEASEHOLD EXCISE 71,972 100,000 71.97%51,896 94,239 55.07% -GAMBLING 68,881 100,000 68.88%57,127 94,923 60.18% LICENSES & PERMITS 461,001 463,500 99.46%313,064 534,711 58.55% INTERGOV REVENUE 408,428 573,500 71.22%459,364 810,683 56.66% CHARGES FOR SERVICES 1,555,969 2,569,815 60.55%1,568,814 2,732,811 57.41% FINES & FORFEITURES 149,537 320,200 46.70%161,740 266,759 60.63% MISC REVENUE 39,511 9,750 405.24%19,855 41,883 47.41% OTHER FIN SOURCES 119,992 96,060 124.91%307,171 406,673 75.53% NON-REVENUES 228,865 259,000 88.36%114,332 187,810 60.88% TOTAL REVENUES 7,851,766 12,999,825 60.40%7,707,011 13,212,294 58.33% BEGINNING CASH BALANCE 77 - 198,573 198,573 0.014807 TOTAL SOURCES 7,851,843 12,999,825 7,905,584 13,410,867 EXPENDITURES LEGISLATIVE 80,035 136,000 58.85%112,928 198,536 56.88% EXECUTIVE 470,090 768,945 61.13%607,615 1,031,707 58.89% FINANCE 419,634 739,050 56.78%425,125 756,294 56.21% LEGAL 37,654 50,000 75.31%36,392 89,822 40.52% INFORMATION TECHNOLOGY 215,126 317,700 67.71%210,418 307,510 68.43% MISC - DUES & ASSESSMENTS 168,504 250,875 67.17%203,530 248,740 81.82% LAW ENFORCEMENT 2,586,205 4,650,582 55.61%2,617,010 4,650,869 56.27% FIRE CONTROL 1,306,910 2,371,550 55.11%1,336,054 2,328,489 57.38% ENGINEERING 339,036 609,075 55.66%292,351 501,959 0.00% RECYCLING 9,176 15,000 61.17%3,631 10,270 0.00% COMMUNITY DEVEL 355,624 593,775 59.89%497,877 852,779 58.38% LIBRARY SERVICES 22,169 38,400 57.73%23,462 36,970 63.46% PARKS & RECREATION 71,641 122,475 58.49%86,959 141,366 61.51% NON-EXPENDITURES 238,683 260,000 91.80%114,243 211,087 54.12% DEBT SERVICE 271,287 866,920 31.29%275,713 811,425 33.98% INTERFUND TRANSACTIONS 515,675 1,071,200 48.14%853,057 1,232,967 69.19% TOTAL EXPENSES 7,107,449 12,861,547 55.26%7,696,365 13,410,790 57.39% ENDING FUND BALANCE 138,278 1.08%77 TOTAL EXPEND & FUND BALANCE 12,999,825$ 13,410,867$ AVAILABLE CASH BALANCE 744,394$ 209,219$ Percentage of budget allocated to July 58.33% 8 OTHER FUNDS OPERATING STATEMENTS YTD JULY BUDGET FUND NAME 2012 2012 % SPECIAL REVENUE FUNDS (100 - 199) - to account for the proceeds of specific revenue sources (other than for major capital projects) that are legally restricted to expenditure for specified purposes. FUND 101 STREET Begin Fund Balance 437$ 1,000$ MV Fuel Taxes 205,080 381,000 53.8% Interfund Transfers 313,725 575,000 54.6% Misc. Revenues 119,460 27,200 439.2% YTD Revenues 638,265 983,200 64.9% Salaries & Wages 206,317 358,175 57.6% Personnel Benefits 79,684 126,225 63.1% Supplies 26,695 56,525 47.2% Other Services & Charges 131,565 245,260 53.6% Intergov Serv & Taxes 2,874 6,000 47.9% Capital Outlays - 1,700 0.0% Interfnd Payment for Svcs 111,360 189,400 58.8% YTD Expenditures 558,495 983,285 56.8% Ending Fund Balance 80,207$ 915$ FUND 104 PROGRAM DEVELOPMENT Begin Fund Balance 22,814$ 10,000$ YTD Revenues 195,000 100 195000.0% YTD Expenditures 21,398 - 0.0% End Fund Balance 196,416$ 10,100$ FUND 107 GROWTH MANAGEMENT Begin Fund Balance 2,915,659$ 3,400,000$ YTD Revenues 379,029 340,000 111.5% YTD Expenditures 471,210 1,023,000 46.1% End Fund Balance 2,823,478$ 2,717,000$ FUND 108 EMERGENCY MEDICAL SERVICES Begin Fund Balance 238,059$ 218,000$ Property Taxes Arlington 491,162 915,000 53.7% FD #24 54,521 100,000 54.5% FD #21 215,092 385,000 55.9% FD #25 25,111 46,000 54.6% Intergovernmental Grants 1,534 1,600 95.9% Transport Fees 429,760 840,000 51.2% Interfund Payments-Airport 70,070 120,120 58.3% Other Misc.1,239 1,000 123.9% Interfund Loan 216,256 - 0.0% YTD Revenues 1,504,745 2,408,720 62.5% Salaries & Wages 856,084 1,478,575 57.9% Personnel Benefits 244,612 504,125 48.5% Supplies 29,556 68,800 43.0% Other Services & Charges 144,098 264,350 54.5% Intergov Serv & Taxes 8,912 9,600 92.8% Non-Expenditures - 3,000 0.0% Debt Repayment 216,313 - 0.0% Capital Outlays 463 32,500 1.4% Interfnd Payment for Svcs 163,580 265,000 61.7% YTD Expenditures 1,663,618 2,625,950 63.4% End Fund Balance 79,186$ 770$ 9 YTD JULY BUDGET FUND NAME 2012 2012 % SPECIAL REVENUE FUNDS - Cont. FUND 109 STREAM COORIDOR RESTORATION Begin Fund Balance 27,404$ 20,000$ YTD Revenues 2,207 250 882.8% YTD Expenditures 23 17,000 0.1% End Fund Balance 29,588$ 3,250$ FUND 114 LODGING TAX Begin Fund Balance 90,771$ 25,000$ YTD Revenues 39,366 76,000 51.8% YTD Expenditures 64,766 77,700 83.4% End Fund Balance 65,371$ 23,300$ FUND 116 CEMETERY Begin Fund Balance 68,186$ 15,000$ Charges for Services 142,322 187,500 75.9% Misc 1,932 175 1104.0% Non-Revenues 7,731 6,000 128.9% YTD Revenues 151,985 193,675 78.5% Salaries & Wages 40,026 66,975 59.8% Personnel Benefits 15,956 30,200 52.8% Supplies 19,863 30,300 65.6% Other Services & Charges 12,271 22,275 55.1% Intergov Serv & Taxes 9,499 10,000 95.0% Capital Outlays 270 575 47.0% Interfnd Payment for Svcs 18,770 30,600 61.3% Interfund Transfers/to Cap Improv 15,000 10,000 150.0% YTD Expenditures 131,655 200,925 65.5% End Fund Balance 88,516$ 7,750$ DEBT SERVICE FUNDS (200 - 299) - to account for the accumulation of resources for, and the payment of, general long-term debt FUND 212 LID #21 Begin Fund Balance 9,743$ 5,000$ YTD Revenues 113,830 62,100 183.3% YTD Expenditures 119,000 65,000 183.1% End Fund Balance 4,573$ 2,100$ CAPITAL PROJECTS FUNDS (300 - 399) - to account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by proprietary funds and trust funds). FUND 303 REAL ESTATE EXCISE TAX 1 Begin Fund Balance 17,444$ 10,000$ YTD Revenues 128,936 126,100 102.2% YTD Expenditures 79,681 102,700 77.6% End Fund Balance 66,699$ 33,400$ FUND 304 REAL ESTATE EXCISE TAX 2 Begin Fund Balance 4,881$ 1,000$ YTD Revenues 128,919 316,100 40.8% YTD Expenditures 80,689 312,225 25.8% End Fund Balance 53,111$ 4,875$ 10 YTD JULY BUDGET FUND NAME 2012 2012 % FUND 305 CAPITAL FACILITIES/BUILDING Begin Fund Balance 17$ 1,000$ YTD Revenues 14,076 35,800 39.3% YTD Expenditures 14,093 34,000 41.5% End Fund Balance -$ 2,800$ FUND 310 TRANSPORTATION IMPROVEMENT Begin Fund Balance 123,205$ 100,000$ YTD Revenues 479,745 7,283,100 6.6% YTD Expenditures 489,082 7,073,300 6.9% End Fund Balance 113,868$ 309,800$ FUND 311 PARK IMPROVEMENT Begin Fund Balance 110,481$ 100,000$ YTD Revenues 408,974 55,600 735.6% YTD Expenditures 244,373 152,000 160.8% End Fund Balance 275,082$ 3,600$ FUND 312 LIBRARY CAPITAL Begin Fund Balance 13,446$ 14,000$ YTD Revenues 79 - 0.0% YTD Expenditures - - 0.0% End Fund Balance 13,525$ 14,000$ FUND 316 CEMETERY CAPITAL IMPROVEMENT Begin Fund Balance -$ -$ YTD Revenues 15,029 10,100 148.8% YTD Expenditures 9,723 - 0.0% End Fund Balance 5,306$ 10,100$ ENTERPRISE FUNDS (400 - 499) - an enterprise fund may be used to report activity for which a fee is charged to external users for goods or services. An enterprise fund is also required for any activity whose principal revenue sources meet any of the following criteria. - Debt backed solely by fees and charges - Legal requirement to recover costs - Policy decision to recover costs FUND 401 WATER/SEWER Begin Fund Balance-Unreserved-Water 1,450,456$ 1,150,000$ Charges for Services 2,131,389 3,799,400 56.1% Miscellaneous 77,321 18,500 418.0% Non-Revenues - 5,000 0.0% YTD Revenues-Water 2,208,710 3,822,900 57.8% Salaries & Wages 413,540 686,225 60.3% Personnel Benefits 156,852 258,475 60.7% Supplies 57,439 100,875 56.9% Other Services & Charges 171,157 375,780 45.5% Intergov Serv & Taxes 214,700 378,800 56.7% Non-Expenditures 750 2,000 37.5% Capital Outlays - 4,000 0.0% Debt Service 381,454 185,625 205.5% Interfund Payment for Services 537,778 915,248 58.8% Interfund Transfers - 715,000 0.0% YTD Expenditures-Water 1,933,670 3,622,028 53.4% End Fund Balance-Unreserved-Water 1,725,496$ 1,350,872$ 11 YTD JULY BUDGET FUND NAME 2012 2012 % ENTERPRISE FUNDS - Continued Begin Fund Balance-Unreserved - Sewer 1,508,459$ 700,000$ Begin Fund Balance-Reserved - Sewer - 479,250 Charges for Services 2,980,550 4,803,600 62.0% Miscellaneous 66,425 5,000 1328.5% YTD Revenues-Sewer 3,046,975 4,808,600 63.4% Salaries & Wages 313,328 548,350 57.1% Personnel Benefits 119,200 212,450 56.1% Supplies 118,044 192,750 61.2% Other Services & Charges 285,486 488,240 58.5% Intergov Serv & Taxes 210,496 343,100 61.4% Non-Expenditures - 1,000 0.0% Capital Outlays 3,319 4,000 83.0% Debt Service 1,651,858 2,631,850 62.8% Interfund Payment for Services 551,228 944,493 58.4% Interfund Transfers - 109,560 0.0% YTD Expenditures-Sewer 3,252,959 5,475,793 59.4% End Fund Balance-Reserved-Sewer 479,250 479,250 End Fund Balance-Unreserved-Sewer 1,302,475$ 32,807$ FUND 402 AIRPORT Begin Fund Balance 355,346$ 5,000$ Rental Income 2,003,855 2,617,565 76.6% Intergov. Revenues 16,685 - 0.0% Other Misc Revenues 5,338 42,500 12.6% Non-Revenues 282,511 322,890 87.5% TYD Revenues 2,308,389 2,982,955 77.4% Salaries & Wages 173,293 309,650 56.0% Personnel Benefits 57,421 100,450 57.2% Supplies 13,014 34,050 38.2% Other Services & Charges 167,885 201,500 83.3% Intergov Serv & Taxes 269 400 67.3% Non-Expenditures 236,471 313,890 75.3% Capital Outlays 231,956 379,237 61.2% Debt Service 85,203 196,675 43.3% Interfund Payment for Services 797,945 1,399,852 57.0% Interfund Transfers - 11,700 0.0% YTD Expenditures 1,763,457 2,947,404 59.8% End Fund Balance 900,278$ 40,551$ FUND 404 W/S REVENUE BOND REDEMPTION Begin Fund Balance 48,814$ -$ YTD Revenues - - 0.0% YTD Expenditures 48,814 - 0.0% End Fund Balance -$ -$ FUND 405 WATER IMPROVEMENT Begin Fund Balance 5,304,683$ 2,675,000$ YTD Revenues 327,307 861,000 38.0% YTD Expenditures 787,467 1,943,050 40.5% End Fund Balance 4,844,523$ 1,592,950$ 12 YTD JULY BUDGET FUND NAME 2012 2012 % ENTERPRISE FUNDS - Continued FUND 406 SEWER IMPROVEMENT Begin Fund Balance 2,898,731$ 2,250,000$ YTD Revenues 624,576 288,000 216.9% YTD Expenditures 76,279 628,025 12.1% End Fund Balance 3,447,028$ 1,909,975$ FUND 407 PUBLIC WORKS-UTILITIES ADMINISTRATION Begin Fund Balance 124,840$ 53,000$ Charges for Services 343,646 589,116 58.3% Misc. Revenue 2,287 500 457.4% YTD Revenues 345,933 589,616 58.7% Salaries & Wages 197,433 336,225 58.7% Personnel Benefits 76,962 137,675 55.9% Supplies 2,762 7,000 39.5% Other Services & Charges 43,492 80,640 53.9% Interfund Payment for Services 19,485 - 0.0% Capital Outlays - 7,000 0.0% YTD Expenditures 340,134 568,540 59.8% End Fund Balance 130,639$ 74,076$ FUND 408 WWTP IMPROVEMENT & EXPANSION Begin Fund Balance 1,062,007$ 250,000$ YTD Revenues 422,682 1,000 42268.2% YTD Expenditures 103,861 105,000 98.9% End Fund Balance 1,380,828$ 146,000$ FUND 409 SURFACE WATER CAPITAL IMPROVEMENT Begin Fund Balance 122,898$ 110,000$ YTD Revenues 230,439 182,250 126.4% YTD Expenditures 256,763 167,000 153.8% End Fund Balance 96,574$ 125,250$ FUND 410 AIRPORT RESERVE Begin Fund Balance 1,023,836$ 1,019,323$ YTD Revenues 1,041,397 10,000 10414.0% YTD Expenditures 97,696 1,019,323 9.6% End Fund Balance 1,967,537$ 10,000$ FUND 411 W/S BOND RESERVE Begin Fund Balance 479,248$ -$ YTD Revenues - - 0.0% YTD Expenditures - - 0.0% End Fund Balance 479,248$ -$ 13 YTD JULY BUDGET FUND NAME 2012 2012 % ENTERPRISE FUNDS - Continued FUND 412 STORM WATER MANAGEMENT Begin Fund Balance 125,061$ 85,000$ Charges for Sevices 421,552 650,025 64.9% Misc revenue 1,144 1,000 114.4% YTD Revenues 422,696 651,025 64.9% Salaries & Wages 88,304 150,675 58.6% Personnel Benefits 33,730 55,950 60.3% Supplies 579 6,500 8.9% Other Services & Charges 16,964 29,455 57.6% Intergov Serv & Taxes 26,995 36,900 73.2% Interfund Payment for Services 88,100 149,975 58.7% Debt Service - 50,000 0.0% Interfund Transfers 131,785 247,250 53.3% YTD Expenditures 386,457 726,705 53.2% End Fund Balance 161,300$ 9,320$ FUND 413 AIRPORT CAPITAL IMPROVEMENT (FAA) Begin Fund Balance 389,858$ 233,000$ YTD Revenues 204,600 24,500 835.1% YTD Expenditures 91,917 - 0.0% End Fund Balance 502,541$ 257,500$ INTERNAL SERVICE FUNDS (500 - 599) departments or agencies of the governmental unit, or to other governmental units, on a cost- reimbursement basis. FUND 501 EQUIPMENT RENTAL - MAINT & OPERATIONS Begin Fund Balance 47,240$ 10,000$ Rental Fees 248,238 425,510 58.3% Non-Revenues - Interfund Loan 70,746 200 35373.0% YTD Revenues 318,984 425,710 52.6% Operating Supplies 3,964 8,300 47.8% Fuel 125,400 221,450 56.6% Other services/Charges 73,942 57,225 129.2% Vehicle Repairs & Maint. Police 34,223 28,500 120.1% Fire 61,595 38,725 159.1% EMS 29,180 20,000 145.9% Other 29,868 38,900 76.8% Interfund Payment for Services 8,050 16,300 49.4% YTD Expenditures 366,222 429,400 85.3% End Fund Balance 2$ 6,310$ FUND 503 EQUIPMENT RENTAL REPLACEMENT Begin Fund Balance 430,653$ 220,000$ YTD Revenues 255,581 424,760 60.2% YTD Expenditures 35,343 47,000 75.2% Non-Expenditures - Interfund Loan 70,746 - 0.0% End Fund Balance 650,891$ 597,760$ 14 YTD JULY BUDGET FUND NAME 2012 2012 % INTERNAL SERVICE FUNDS - Continued FUND 504 PUBLIC WORKS GROUNDS & FACILITIES MAINTENANCE & OPERATIONS Begin Fund Balance 127,674$ 130,000$ Charges for Services 526,698 903,800 58.3% Misc. Revenues/Rentals 13,340 18,300 72.9% Non-Revenues 22,052 27,000 81.7% 562,090 949,100 59.2% Salaries & Wages 267,141 393,775 67.8% Personnel Benefits 92,313 128,050 72.1% Supplies 29,430 70,800 41.6% Other services/Charges 130,419 378,425 34.5% Interfund Payment for Services 77,130 87,600 88.0% Capital Outlays - 1,000 0.0% Interfund Transfers - 1,500 0.0% YTD Expenditures 596,433 1,061,150 56.2% End Fund Balance 93,331$ 17,950$ TRUST FUND (601 - 610) - to report all trust arangements under which principal and interest benefit individual, private organizations and other government. FUND 622 CEMETERY PRE-NEED TRUST Begin Fund Balance 16,036$ 15,000$ YTD Revenues 94 10,150 0.9% YTD Expenditures - 10,100 0.0% End Fund Balance 16,130$ 15,050$ FUND 702 CEMETERY ENDOWMENT Begin Fund Balance 200,617$ 190,000$ YTD Revenues 9,887 8,000 123.6% YTD Expenditures - 2,500 0.0% End Fund Balance 210,504$ 195,500$ 15 City of Arlington Council Agenda Bill Item: WS #10 Attachment J COUNCIL MEETING DATE: August 27, 2012 SUBJECT: Requesting approval to apply for Arlington Hotel Motel Tax grant ATTACHMENTS: DEPARTMENT OF ORIGIN: Executive, Recreation Executive / Recreation EXPENDITURES REQUESTED: -0- BUDGET CATEGORY: N/A LEGAL REVIEW: DESCRIPTION: City is requesting approval to apply for funding for the following projects: • Summer outdoor entertainment events (music in the park, outdoor movies, play $ 8500) • Eagle Festival Feb. 2014 ($5000) • 2 gateway signs ($17,000) for SR530 at Twin Rivers Park and SR9 near Stillaguamish River • Wayfinding signs at major intersections (5 signs $7000) • Improvements to Haller Park (restrooms, access to Centennial Trail, park improvements) HISTORY: City of Arlington is accepting applications from public and non-profit agencies for projects that assist tourism development and promotion in the City. The program is funded through the taxes collected on hotel and motel room rents in the City of Arlington. The City will have approximately $75,000 funds to award to eligible applicants on a competitive basis with the demonstrated ability to complete their projects by December 31, 2013. Grants are due September 14. To be eligible to apply for the Snohomish County LTAC grants, the applicant must first apply at to their city’s grant program. ALTERNATIVES Do not authorize to apply for grant, or authorize certain projects. RECOMMENDED MOTION: No action at this time. Council will be asked to authorize the city to apply for Hotel- Motel Grant funding at the next Council meeting.