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HomeMy WebLinkAboutAgenda Packet - CC - 06/01/20202006 HERITAGE WALK, MILTON, GA 30004 ǀ 678.242.2500 ǀ WWW.CITYOFMILTONGA.US Persons needing special accommodations in order to participate in any City meeting should call 678.242.2500. Joe Lockwood, Mayor CITY COUNCIL Peyton Jamison Paul Moore Laura Bentley Carol Cookerly Joe Longoria Rick Mohrig CITY COUNCIL CHAMBERS City Hall Monday, June 1, 2020 Regular Council Meeting Agenda 6:00 PM INVOCATION – Sarah LaDart 1)CALL TO ORDER 2) ROLL CALL 3) PLEDGE OF ALLEGIANCE (Led by Mayor Joe Lockwood) 4) APPROVAL OF MEETING AGENDA (Add or remove items from the agenda)(Agenda Item No. 20-151) 5) PUBLIC COMMENT (General) 6) CONSENT AGENDA MILTON CITY COUNCIL REGULAR COUNCIL MEETING JUNE 1, 2020 Page 2 of 6 Persons needing special accommodations in order to participate in any City meeting should call 678.242.2500. 1. Approval of the April 27, 2020 Regular City Council Meeting Minutes. (Agenda Item No. 20-152) (Sudie Gordon, City Clerk) 2. Approval of the Financial Statements and Investment Report for the Period Ending April 2020. (Agenda Item No. 20-153) (Bernadette Harvill, Finance Director) 3. Approval of a Change Order Between the City of Milton and AT&T for Network Integration Services. (Agenda Item No. 20-154) (Dave Frizzell, IT Manager) 4. Approval of an Agreement between the City of Milton, Georgia and Invoice Cloud for Electronic Payment Processing Services. (Agenda Item No. 20-155) (Stacey Inglis, Assistant City Manager) 5. Approval of Subdivision Plat and Revision. Name of Development / Location Action Comments / # lots Total Acres Density 1. Excel Capital Construction LL 1171 and 1172 12450 Charlotte Drive Minor Plat Create 2 Lots 4.25 0.47 / acre (Agenda Item No. 20-156) (Parag Agrawal, Community Development Director) 7) REPORTS AND PRESENTATIONS (None) 8) FIRST PRESENTATION 1. Consideration to Adopt the Revised Milton Tree Canopy Conservation Ordinance and Tree Conservation Manual. (Agenda Item No. 20-157) (Parag Agrawal, Community Development Director) MILTON CITY COUNCIL REGULAR COUNCIL MEETING JUNE 1, 2020 Page 3 of 6 Persons needing special accommodations in order to participate in any City meeting should call 678.242.2500. 2. Consideration of An Ordinance of the Mayor and Council of the City of Milton, Georgia, To Adopt Amendments to the Fiscal 2020 Budget for the General Fund of the City of Milton, Georgia Amending the Amounts Shown as Expenditures, Prohibiting Expenditures to Exceed Appropriations, and Prohibiting Expenditures to Exceed Actual Funding Available. (Agenda Item No. 20-158) (Bernadette Harvill, Finance Director) 9) PUBLIC HEARING 1. Consideration of An Ordinance of the Mayor and Council of the City of Milton, Georgia, To Adopt Amendments to the Fiscal 2020 Budget for the General Fund of the City of Milton, Georgia Amending the Amounts Shown as Expenditures, Prohibiting Expenditures to Exceed Appropriations, and Prohibiting Expenditures to Exceed Actual Funding Available. (Agenda Item No. 20-158) (First Presentation at June 1, 2020 City Council Meeting) (Bernadette Harvill, Finance Director) 10) ZONING AGENDA (None) 11) UNFINISHED BUSINESS 1. Consideration of Amendments to Chapter 32 of the Milton City Code, to Prohibit the Use of Vaping Products on City-Owned Property. (Agenda Item No. 20-145) (First Presentation at May 18, 2020 City Council Meeting) (Jim Cregge, Parks & Recreation Director) 2. Consideration of Amendments to Chapter 34 of the Milton City Code, to Prohibit the Use of Vaping Products in City Parks and to Eliminate Article 3: Special Events. (Agenda Item No. 20-146) (First Presentation at May 18, 2020 City Council Meeting) (Jim Cregge, Parks & Recreation Director) 3. Consideration of an Ordinance Authorizing the Conditional Operation of Personal Transportation Vehicles on Designated City Streets. (Agenda Item No. 20-147) (First Presentation at May 18, 2020 City Council Meeting) (Rich Austin, Police Chief) MILTON CITY COUNCIL REGULAR COUNCIL MEETING JUNE 1, 2020 Page 4 of 6 Persons needing special accommodations in order to participate in any City meeting should call 678.242.2500. 4. Consideration of RZ20-01 – Definitions Regarding Chapter 64 Zoning of the Code of the City of Milton, Georgia. (Agenda Item No. 20-044) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 5. Consideration of RZ20-02 Sec. 64-395, Uses Prohibited in All Districts. (Agenda Item No. 20-045) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 6. Consideration of RZ20-03 Sec. 64-752(1), Mixed Use District Permitted Uses. (Agenda Item No. 20-046) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 7. Consideration of RZ20-04 Sec. 64-775(1), Sec. 64-775(2), Permitted and Accessory Uses in C-1 (Community Business) District. (Agenda Item No. 20-047) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 8. Consideration of RZ20-05 Sec. 64-798(1), Sec. 64-798(2) Permitted and Accessory Uses in C-2 (Community Business) District. (Agenda Item No. 20-048) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 9. Consideration of RZ20-06 Sec. 64-895(1), Sec. 64-895(2) Permitted and Accessory Uses in Community Unit Plan (CUP) District. (Agenda Item No. 20-049) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 10. Consideration of RZ20-07 Sec. 64-1112, Allowed Use Chart. (Agenda Item No. 20-050) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 11. Consideration of RZ20-08 Sec. 64, Article XIX, Crabapple Form Based Code, 6-1 Definitions, Table 9. (Agenda Item No. 20-051) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) MILTON CITY COUNCIL REGULAR COUNCIL MEETING JUNE 1, 2020 Page 5 of 6 Persons needing special accommodations in order to participate in any City meeting should call 678.242.2500. 12. Consideration of RZ20-09 Sec. 64, Article XX, Deerfield Form Based Code, 6-1 Definitions, Table 10. (Agenda Item No. 20-052) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 13. Consideration of an Ordinance to Amend Chapter 4, Alcoholic Beverages of the Code of the City of Milton, Georgia. (Agenda Item No. 20-053) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 14. Consideration of an Ordinance to Amend Appendix A, Section 4-52 Related to Chapter 4, Alcoholic Beverages of the Code of the City of Milton, Georgia. (Agenda Item No. 20-054) (First Presentation at the February 19, 2020 City Council Meeting) (Sarah LaDart, Economic Development Manager) 12) NEW BUSINESS 1. Consideration of a Resolution Appointing Members to the City of Milton Citizens Advisory Committee for the City of Milton 2040 Comprehensive Plan – The Comprehensive Plan Advisory Committee (CPAC). (Agenda Item No. 20-159) (Mayor Joe Lockwood) 2. Consideration of a Resolution to Enter Into a Cooperation Agreement Between the City of Milton and Fulton County to Continue Participation in the Fulton County Community Development Block Grant Program (CDBG) for the Program Years 2021, 2022, and 2023. (Agenda Item No. 20-160) (Ken Jarrard, City Attorney) 3. Consideration of a Resolution of the City of Milton Calling for the State of Georgia Fiscal Year 2021 Budget to Include Funding for New NOW/COMP Waiver Recipients. (Agenda Item No. 20-161) (Steve Krokoff, City Manager) 13) MAYOR AND COUNCIL REPORTS MILTON CITY COUNCIL REGULAR COUNCIL MEETING JUNE 1, 2020 Page 6 of 6 Persons needing special accommodations in order to participate in any City meeting should call 678.242.2500. STAFF REPORTS Department Updates 1. Public Works 2. Economic Development 14) EXECUTIVE SESSION (Land Acquisition and Litigation) 15) ADJOURNMENT (Agenda Item No. 20-162) CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 26, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Approval of the Financial Statements and Investment Report for the Period Ending April 2020. MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 584D3994-0E11-4187-8F35-8D71E3A2EF44 June 1, 2020 X X X To: Honorable Mayor and City Council Members From: Bernadette Harvill, Finance Director Date: Submitted on May 20, 2020 for the June 1, 2020 Regular Council Meeting Agenda Item: Financial Statements & Investment Report for Period 7 – April 2020 Overview and Financial Highlights: General Fund Revenue collections for the General Fund are 1.71% over what is anticipated for the seventh period of the fiscal year. Total expenditures to-date are $16,393,237 and are 11.60% less than expected for this period of the fiscal year. Capital Project Fund Expenditures within this fund continue to occur on a project-by-project basis. With a total project expenditure budget of $13,301,568, capital expenditures-to-date total $1,556,864. Please note that the financial statements for capital related funds include current encumbrances. This will provide a clear picture of future commitments of resources prior to an actual payment being made. 1 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C City of Milton STATEMENT OF REVENUES & EXPENDITURES General Fund For the Period Ending April 2020 Actual Budgeted Variance over/(under)Actual Budgeted Variance over/(under) Property Tax 12,025,225 179,989 81,373 98,616 12,281,335 11,994,550 286,785 Motor Vehicle Tax 452,100 89,528 37,342 52,186 607,209 224,053 383,155 Intangible Tax 215,000 30,518 17,910 12,609 189,754 107,457 82,297 Real Estate Transfer Tax 100,000 7,856 8,330 (474) 59,768 49,980 9,788 Franchise Fees 2,105,800 184,320 254,300 (69,980) 1,018,931 1,076,700 (57,769) Local Option Sales Tax 9,400,000 656,497 783,020 (126,523) 4,747,023 4,855,100 (108,077) Alcohol Beverage Excise Tax 310,000 24,581 25,730 (1,149) 160,815 154,380 6,435 Business & Occupation Tax 800,000 217,472 40,000 177,472 621,817 800,000 (178,183) Insurance Premium Tax 2,500,000 - - - - - - Financial Institution Tax 45,000 - - - 52,187 45,000 7,187 Penalties & Interest 22,200 3,740 2,975 765 38,086 11,025 27,061 Alcohol Beverage Licenses 170,000 - - - 152,375 156,400 (4,025) Other Non-Business Permits/Licenses 33,100 2,077 2,682 (605) 21,809 18,976 2,833 Zoning & Land Disturbance Permits 58,350 355 4,861 (4,506) 49,165 34,024 15,141 Building Permits 350,000 19,735 28,000 (8,265) 162,536 189,000 (26,464) Intergovernmental Revenue - - - - - - - Other Charges for Service 517,420 18,016 47,534 (29,518) 247,913 324,205 (76,292) Municipal Court Fines 380,000 9,477 31,654 (22,177) 171,019 221,578 (50,559) Interest Earnings 301,000 14,752 25,073 (10,321) 161,048 175,513 (14,465) Contributions & Donations - - - - 23,503 - 23,503 Other Revenue 108,726 4,366 9,174 (4,808) 71,369 60,866 10,503 Other Financing Sources 93,093 8,575 9,424 (849) 68,372 55,971 12,401 Total Revenues 29,987,014 1,471,854 1,409,382 62,472 20,906,033 20,554,778 351,255 Actual Budgeted Variance over/(under)Actual Budgeted Variance over/(under) Mayor and Council 196,111 8,427 9,705 (1,278) 80,956 98,698 (17,742) City Clerk 390,928 9,576 18,886 (9,309) 116,122 288,302 (172,181) City Manager 644,897 39,317 41,834 (2,517) 325,210 329,646 (4,436) General Administration 58,673 25 5,372 (5,347) 18,756 34,435 (15,679) Finance 646,442 30,071 44,401 (14,331) 350,159 412,844 (62,685) Legal 295,000 - - - 164,078 147,500 16,578 Information Technology 1,362,876 62,215 95,573 (33,358) 676,064 779,694 (103,630) Human Resources 349,281 18,673 25,736 (7,062) 162,046 212,168 (50,122) Risk Management 266,706 - 1,083 (1,083) 140,107 161,096 (20,990) General Government Buildings 259,502 6,477 17,507 (11,030) 117,038 133,817 (16,778) Communications 292,875 16,371 21,981 (5,609) 117,496 168,223 (50,727) Community Outreach & Engagement 164,367 11,176 12,328 (1,153) 90,650 98,535 (7,885) Municipal Court 470,202 30,186 35,115 (4,929) 242,929 254,914 (11,985) Police 5,629,833 327,417 434,643 (107,225) 2,985,016 3,298,156 (313,141) Fire 7,722,910 489,161 585,676 (96,515) 4,375,046 4,716,637 (341,591) Public Works 2,979,237 148,999 196,813 (47,814) 1,129,516 1,453,434 (323,919) Parks & Recreation (Active)1,518,414 35,748 60,147 (24,400) 835,783 887,688 (51,906) Passive Parks/Greenspace 137,789 428 11,020 (10,592) 58,573 79,639 (21,065) Community Development 1,701,891 98,570 125,742 (27,172) 828,522 943,084 (114,562) Economic Development 179,655 8,176 8,787 (612) 94,035 113,929 (19,895) Debt Service 1,177,201 - - - 630,000 1,076,257 (446,257) Operating Transfers to Other Funds 4,894,518 407,877 407,877 - 2,855,136 2,855,136 - Operating Reserve 264,448 - - - - - - Total expenditures 31,603,756 1,748,891 2,160,225 (411,336)16,393,237 18,543,833 (2,150,596) Net Income/(Loss)(1,616,742)(277,037)4,512,797 Fund Balance - Beginning 10,495,407 10,495,407 Fund Balance - Ending 8,878,665 15,008,203 Revenues Annual Budget Current Month Year-to-Date Operating Expenditures Annual Budget Current Month Year-to-Date 2 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Variance with Final Budget - Positive (Negative) REVENUES Crabapple Fest Vendor Fee -$ -$ 1,100$ 1,100$ Rock for Rescues Vendor Fee - - - - Summer Event Vendor Fee - - - - Interest Revenues - 23 35 35 Crabapple Fest Sponsor 15,000 - 7,500 (7,500) Earth Day Sponsor - - - - Summer Event Sponsor 2,000 - - (2,000) Private Entity Contributions - - - - Gas South Partnership - 95 538 538 Total revenues 17,000$ 118$ 9,173$ (7,827)$ EXPENDITURES Current: Special Events 120,688$ -$ 50,792$ 69,896$ Total Expenditures 120,688$ -$ 50,792$ 69,896$ OTHER FINANCING SOURCES (USES) Transfers in from Hotel/Motel Tax Fund 80,000 2,541$ 31,335 (48,665) Total other financing sources and uses 80,000$ 2,541$ 31,335$ (48,665)$ Net change in fund balances (23,688)$ (10,284)$ Fund balance - beginning 71,176 71,176 Fund balance - ending 47,488$ 60,892$ City of Milton Special Events Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 3 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Variance with Final Budget - Positive (Negative) REVENUES Cash Confiscations/State Funds -$ -$ 1,521$ 1,521$ Cash Confiscations/Fed Funds - - - - Interest Revenues/State Funds - - - - Interest Revenues/Federal Funds - 24 42 42 Realized Gain on Investments/State Funds - - - - Proceeds of Sale of Assets - - - - Total revenues -$ 24$ 1,563$ 1,563$ EXPENDITURES Current: Police 6,716$ 287$ 13,720$ (7,004)$ Total Expenditures 6,716$ 287$ 13,720$ (7,004)$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund -$ -$ -$ -$ Total other financing sources and uses -$ -$ -$ -$ Net change in fund balances (6,716)$ (12,157)$ Fund balance - beginning 95,166 95,166 Fund balance - ending 88,450$ 83,009$ City of Milton Confiscated Assets Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 4 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Variance with Final Budget - Positive (Negative) REVENUES Wireless 911 Fees 980,000$ 88,057$ 635,612$ (344,388)$ Total revenues 980,000$ 88,057$ 635,612$ (344,388)$ EXPENDITURES Current: Public Safety 980,000$ 88,057$ 635,612$ 344,388$ Total Expenditures 980,000$ 88,057$ 635,612$ 344,388$ OTHER FINANCING SOURCES (USES) Unallocated -$ -$ -$ -$ Transfers out to Capital Projects - - - - Net change in fund balances -$ -$ Fund balance - beginning - - Fund balance - ending -$ -$ City of Milton E-911 Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 5 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Variance with Final Budget - Positive (Negative) REVENUES Taxes Hotel/Motel Taxes 80,000$ 2,541$ 31,335$ (48,665)$ Total revenues 80,000$ 2,541$ 31,335$ (48,665)$ OTHER FINANCING SOURCES (USES) Transfers out to Special Events Fund 80,000$ 2,541$ 31,335$ (48,665)$ Total other financing sources and uses 80,000$ 2,541$ 31,335$ (48,665)$ Net change in fund balances -$ -$ Fund balance - beginning - - Fund balance - ending -$ -$ City of Milton Hotel/Motel Tax Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 6 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Charges for Service Infrastructure Maintenance Fee 110,000$ 17,297$ 49,871$ 49,871$ (60,129)$ Infrastructure Maint Penalty & Interest - - 483 483 483 Tree Recompense - - - - - Landfill Host Fees 48,000 - 12,705 12,705 (35,295) Interest Revenue - 373 771 771 771 Total revenues 158,000$ 17,671$ 63,831$ 63,831$ (94,169)$ EXPENDITURES Capital Outlay City Council -$ -$ -$ -$ -$ General Admin 13,762 - - - 13,762 Finance 162,315 - - - 162,315 Information Services 383,944 - 56,971 56,971 326,973 General Govt Bldg 46,266 - - - 46,266 Police 226,857 48,274 86,068 266,472 (39,615) Fire 1,849,610 - 1,158,606 1,158,606 691,005 Public Works 5,698,404 440 127,323 429,787 5,268,616 Parks & Recreation (Active)3,287,597 - 176,926 342,595 2,945,002 Passive Parks/Greenspace 973,188 - - - 973,188 Community Development 659,626 2,636 14,800 259,436 400,190 Total Capital Outlay 13,301,568$ 51,350$ 1,620,695$ 2,513,868$ 10,787,700$ Excess of revenues over expenditures (13,143,568)$ (33,680)$ (1,556,864)$ (2,450,037)$ (10,881,869)$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund 4,894,518$ 407,877$ 2,855,136$ 2,855,136$ (2,039,383)$ Transfer out to General Fund (83,093) (6,924) (48,471) (48,471) 34,622 Contingencies (147,450) - - - 147,450 Total other financing sources and uses 4,663,975$ 400,952$ 2,806,665$ 2,806,665$ (1,857,310)$ Net change in fund balances (8,479,593)$ 1,249,801$ 356,627$ Fund balance - beginning 8,532,749 8,532,749 8,532,749 Fund balance - ending 53,155$ 9,782,549$ 8,889,376$ City of Milton Capital Project Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 7 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Real Property Tax-Current Year 1,683,096$ 10,996$ 1,700,088$ 1,700,088$ 16,992$ Real Property Tax-Prior Year - 1,460 13,522 13,522 13,522 Public Utility Tax-Current Year 13,220 11,814 12,604 12,604 (616) Personal Property Tax-Current Year 25,090 63 24,977 24,977 (113) Personal Property Tax-Prior Year - 15 55 55 55 Motor Vehicle Tax 5,689 516 2,764 2,764 (2,925) Penalties & Interest - Real Property - 93 2,430 2,430 2,430 Penalties & Interest - Personal Property - 2 168 168 168 Other Miscellaneous Revenue - - 37,350 37,350 37,350 Interest Revenue (Regions)200,000 5,141 48,014 48,014 (151,986) Interest Revenue (SunTrust)- 81 287 287 287 Total revenues 1,927,095$ 30,182$ 1,842,259$ 1,842,259$ (84,836)$ EXPENDITURES Capital Outlay Passive Parks/Greenspace 7,637,331$ -$ 1,321,844$ 1,321,845$ 6,315,485$ Bond Principal 855,000 855,000 855,000 855,000 - Bond Interest 858,875 429,438 858,875 858,875 - Total Capital Outlay 9,351,206$ 1,284,438$ 3,035,719$ 3,035,720$ 6,315,486$ Excess of revenues over expenditures (7,424,111)$ (1,254,255)$ (1,193,461)$ (1,193,461)$ 6,230,650$ Net change in fund balances (7,424,111)$ (1,193,461)$ (1,193,461)$ Fund balance - beginning 7,536,608 7,536,608 7,536,608 Fund balance - ending 112,497$ 6,343,147$ 6,343,146$ City of Milton Greenspace Bond Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 8 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Transportation Local Option Sales Tax 6,300,000$ 481,674$ 3,251,919$ 3,251,919$ (3,048,081) Interest Revenues - 991 1,473 1,473 1,473 Realized Gain or Loss (GA Fund 1)200,000 8,133 106,209 106,209 (93,791) Total revenues 6,500,000$ 490,797$ 3,359,600$ 3,359,600$ (3,140,400)$ EXPENDITURES Capital Outlay Public Works 17,181,402$ 12,940$ 1,420,921$ 2,644,046$ 14,537,355 Total Capital Outlay 17,181,402$ 12,940$ 1,420,921$ 2,644,046$ 14,537,355$ Excess of revenues over expenditures (10,681,402)$ 477,857$ 1,938,679$ 715,554$ 11,396,956$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund -$ -$ -$ -$ -$ Total other financing sources and uses -$ -$ -$ -$ -$ Net change in fund balances (10,681,402)$ 1,938,679$ 715,554$ Fund balance - beginning 13,950,834 13,950,834 13,950,834 Fund balance - ending 3,269,433$ 15,889,513$ 14,666,388$ City of Milton Transportation Local Option Sales Tax (TSPLOST) Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 9 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Intergovernmental Revenues Recreation Trail Program -$ -$ -$ -$ -$ Land & Water Conservation Grant - - 6,412 6,412 6,412 LMIG Funds 405,528 - 444,773 444,773 39,245 Trail Connection to Big Creek Greenway 400,000 - 1,080 1,080 (398,920) Interest Revenues - 495 735 735 735 Contributions & Donations - - - - - Total revenues 805,528$ 495$ 452,999$ 452,999$ (352,529)$ EXPENDITURES Capital Outlay Public Works 1,383,489$ -$ 1,350$ 45,000$ 1,338,489$ Parks & Recreation 631,443 - 4,015 11,300 620,143 Community Development 104,793 5,000 5,000 34,350 70,443 Total Capital Outlay 2,119,725$ 5,000$ 10,365$ 90,650$ 2,029,075$ Excess of revenues over expenditures (1,314,197)$ (4,505)$ 442,634$ 362,349$ 1,676,547$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund -$ -$ -$ -$ -$ Transfer Out to Capital Projects Fund - - - - - Budgeted Fund Balance - - - - -$ Total other financing sources and uses -$ -$ -$ -$ -$ Net change in fund balances (1,314,197)$ 442,634$ 362,349$ Fund balance - beginning 850,459 850,459 850,459 Fund balance - ending (463,738)$ 1,293,094$ 1,212,809$ City of Milton Capital Grant Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 10 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Admin Fund 30,000$ 1,130$ 16,281$ 16,281$ (13,719)$ Law Enforcement Fund 13,000 474 7,254 7,254 (5,746) Fire Fund 72,500 2,718 41,568 41,568 (30,932) Road Fund 110,000 3,392 52,612 52,612 (57,388) Park Fund 650,000 31,076 441,272 441,272 (208,728) Interest Revenues/Admin Fund - 25 41 41 41 Interest Revenues/Law Enforcement Fund - 10 18 18 18 Interest Revenues/Fire Fund - 59 102 102 102 Interest Revenues/Road Fund - 74 128 128 128 Interest Revenues/Park Fund - 680 1,134 1,134 1,134 Total revenues 875,500$ 39,638$ 560,410$ 560,410$ (315,090)$ EXPENDITURES General Government Buildings 73,437$ -$ -$ -$ 73,437$ Fire 319,372 - - - 319,372 Public Works 266,709 - - 152,967 113,742 Parks & Recreation 3,063,327 - 1,351,331 1,351,331 1,711,997 Community Development 59,195 - - - 59,195 Total Capital Outlay 3,782,040$ -$ 1,351,331$ 1,504,298$ 2,277,742$ Excess of revenues over expenditures (2,906,540)$ 39,638$ (790,921)$ (943,888)$ 1,962,652$ OTHER FINANCING SOURCES (USES) Transfer Out to General Fund/Admin -$ -$ -$ -$ -$ Total other financing sources and uses -$ -$ -$ -$ -$ Net change in fund balances (2,906,540)$ (790,921)$ (943,888)$ Fund balance - beginning 3,004,194 3,004,194 3,004,194 Fund balance - ending 97,654$ 2,213,273$ 2,060,306$ City of Milton Capital Projects Fund - Impact Fees Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 11 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Intergovernmental Revenues -$ -$ -$ -$ -$ Interest Revenues - 13,163 110,338 110,338 110,338 Contributions & Donations - - - - - Total revenues -$ 13,163$ 110,338$ 110,338$ 110,338$ EXPENDITURES Capital Outlay General Government Buildings 13,853,347$ -$ 5,168,889$ 12,515,672$ 1,337,675$ Fire 3,706,563 - - - 3,706,563 Fiscal Agent's Fees - - 114,971 114,971 (114,971) Issuance Costs - - 387,932 387,932 (387,932) Bond Principal - - 7,881,627 7,881,627 (7,881,627) Total Capital Outlay 17,559,910$ -$ 13,553,419$ 20,900,202$ (3,340,292)$ Excess of revenues over expenditures (17,559,910)$ 13,163$ (13,443,081)$ (20,789,864)$ (3,229,954)$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund -$ -$ -$ -$ -$ Transfers out to General Fund - - - - - Revenue Bond Proceeds - - 27,493,663 27,493,663 27,493,663 Total other financing sources and uses -$ -$ 27,493,663$ 27,493,663$ 27,493,663$ Net change in fund balances (17,559,910)$ 14,050,582$ 6,703,799$ Fund balance - beginning (1,546,653) (1,546,653) (1,546,653) Fund balance - ending (19,106,563)$ 12,503,929$ 5,157,146$ City of Milton Capital Projects Fund - Revenue Bond Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 12 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C Amount Percent Yield Money Market - Quantum Bank 5,380,693 18%1.22% GA Fund 1 12,479,628 41%0.80% GA Fund 1 (TSPLOST)12,345,889 41%0.80% Grand Total Investment Portfolio 30,206,210 100% Current Month YTD Current Month YTD Interest earned 14,752 160,688 8,133 106,209 Budgeted interest 25,000 175,000 16,667 116,667 Variance over/(under)(10,248) (14,312) (8,534) (10,458) General Fund TSPLOST Fund City of Milton Investment Portfolio Month Ending April 30, 2020 13 of 13 DocuSign Envelope ID: 779C7576-AA00-4FCB-B3AF-C515664AA12C City of Milton STATEMENT OF REVENUES & EXPENDITURES General Fund For the Period Ending April 2020 Actual Budgeted Variance over/(under)Actual Budgeted Variance over/(under) Property Tax 12,025,225 179,989 81,373 98,616 12,281,335 11,994,550 286,785 Motor Vehicle Tax 452,100 89,528 37,342 52,186 607,209 224,053 383,155 Intangible Tax 215,000 30,518 17,910 12,609 189,754 107,457 82,297 Real Estate Transfer Tax 100,000 7,856 8,330 (474) 59,768 49,980 9,788 Franchise Fees 2,105,800 184,320 254,300 (69,980) 1,018,931 1,076,700 (57,769) Local Option Sales Tax 9,400,000 656,497 783,020 (126,523) 4,747,023 4,855,100 (108,077) Alcohol Beverage Excise Tax 310,000 24,581 25,730 (1,149) 160,815 154,380 6,435 Business & Occupation Tax 800,000 217,472 40,000 177,472 621,817 800,000 (178,183) Insurance Premium Tax 2,500,000 - - - - - - Financial Institution Tax 45,000 - - - 52,187 45,000 7,187 Penalties & Interest 22,200 3,740 2,975 765 38,086 11,025 27,061 Alcohol Beverage Licenses 170,000 - - - 152,375 156,400 (4,025) Other Non-Business Permits/Licenses 33,100 2,077 2,682 (605) 21,809 18,976 2,833 Zoning & Land Disturbance Permits 58,350 355 4,861 (4,506) 49,165 34,024 15,141 Building Permits 350,000 19,735 28,000 (8,265) 162,536 189,000 (26,464) Intergovernmental Revenue - - - - - - - Other Charges for Service 517,420 18,016 47,534 (29,518) 247,913 324,205 (76,292) Municipal Court Fines 380,000 9,477 31,654 (22,177) 171,019 221,578 (50,559) Interest Earnings 301,000 14,752 25,073 (10,321) 161,048 175,513 (14,465) Contributions & Donations - - - - 23,503 - 23,503 Other Revenue 108,726 4,366 9,174 (4,808) 71,369 60,866 10,503 Other Financing Sources 93,093 8,575 9,424 (849) 68,372 55,971 12,401 Total Revenues 29,987,014 1,471,854 1,409,382 62,472 20,906,033 20,554,778 351,255 Actual Budgeted Variance over/(under)Actual Budgeted Variance over/(under) Mayor and Council 196,111 8,427 9,705 (1,278) 80,956 98,698 (17,742) City Clerk 390,928 9,576 18,886 (9,309) 116,122 288,302 (172,181) City Manager 644,897 39,317 41,834 (2,517) 325,210 329,646 (4,436) General Administration 58,673 25 5,372 (5,347) 18,756 34,435 (15,679) Finance 646,442 30,071 44,401 (14,331) 350,159 412,844 (62,685) Legal 295,000 - - - 164,078 147,500 16,578 Information Technology 1,362,876 62,215 95,573 (33,358) 676,064 779,694 (103,630) Human Resources 349,281 18,673 25,736 (7,062) 162,046 212,168 (50,122) Risk Management 266,706 - 1,083 (1,083) 140,107 161,096 (20,990) General Government Buildings 259,502 6,477 17,507 (11,030) 117,038 133,817 (16,778) Communications 292,875 16,371 21,981 (5,609) 117,496 168,223 (50,727) Community Outreach & Engagement 164,367 11,176 12,328 (1,153) 90,650 98,535 (7,885) Municipal Court 470,202 30,186 35,115 (4,929) 242,929 254,914 (11,985) Police 5,629,833 327,417 434,643 (107,225) 2,985,016 3,298,156 (313,141) Fire 7,722,910 489,161 585,676 (96,515) 4,375,046 4,716,637 (341,591) Public Works 2,979,237 148,999 196,813 (47,814) 1,129,516 1,453,434 (323,919) Parks & Recreation (Active)1,518,414 35,748 60,147 (24,400) 835,783 887,688 (51,906) Passive Parks/Greenspace 137,789 428 11,020 (10,592) 58,573 79,639 (21,065) Community Development 1,701,891 98,570 125,742 (27,172) 828,522 943,084 (114,562) Economic Development 179,655 8,176 8,787 (612) 94,035 113,929 (19,895) Debt Service 1,177,201 - - - 630,000 1,076,257 (446,257) Operating Transfers to Other Funds 4,894,518 407,877 407,877 - 2,855,136 2,855,136 - Operating Reserve 264,448 - - - - - - Total expenditures 31,603,756 1,748,891 2,160,225 (411,336)16,393,237 18,543,833 (2,150,596) Net Income/(Loss)(1,616,742)(277,037)4,512,797 Fund Balance - Beginning 10,495,407 10,495,407 Fund Balance - Ending 8,878,665 15,008,203 Revenues Annual Budget Current Month Year-to-Date Operating Expenditures Annual Budget Current Month Year-to-Date 2 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Variance with Final Budget - Positive (Negative) REVENUES Crabapple Fest Vendor Fee -$ -$ 1,100$ 1,100$ Rock for Rescues Vendor Fee - - - - Summer Event Vendor Fee - - - - Interest Revenues - 23 35 35 Crabapple Fest Sponsor 15,000 - 7,500 (7,500) Earth Day Sponsor - - - - Summer Event Sponsor 2,000 - - (2,000) Private Entity Contributions - - - - Gas South Partnership - 95 538 538 Total revenues 17,000$ 118$ 9,173$ (7,827)$ EXPENDITURES Current: Special Events 120,688$ -$ 50,792$ 69,896$ Total Expenditures 120,688$ -$ 50,792$ 69,896$ OTHER FINANCING SOURCES (USES) Transfers in from Hotel/Motel Tax Fund 80,000 2,541$ 31,335 (48,665) Total other financing sources and uses 80,000$ 2,541$ 31,335$ (48,665)$ Net change in fund balances (23,688)$ (10,284)$ Fund balance - beginning 71,176 71,176 Fund balance - ending 47,488$ 60,892$ City of Milton Special Events Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 3 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Variance with Final Budget - Positive (Negative) REVENUES Cash Confiscations/State Funds -$ -$ 1,521$ 1,521$ Cash Confiscations/Fed Funds - - - - Interest Revenues/State Funds - - - - Interest Revenues/Federal Funds - 24 42 42 Realized Gain on Investments/State Funds - - - - Proceeds of Sale of Assets - - - - Total revenues -$ 24$ 1,563$ 1,563$ EXPENDITURES Current: Police 6,716$ 287$ 13,720$ (7,004)$ Total Expenditures 6,716$ 287$ 13,720$ (7,004)$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund -$ -$ -$ -$ Total other financing sources and uses -$ -$ -$ -$ Net change in fund balances (6,716)$ (12,157)$ Fund balance - beginning 95,166 95,166 Fund balance - ending 88,450$ 83,009$ City of Milton Confiscated Assets Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 4 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Variance with Final Budget - Positive (Negative) REVENUES Wireless 911 Fees 980,000$ 88,057$ 635,612$ (344,388)$ Total revenues 980,000$ 88,057$ 635,612$ (344,388)$ EXPENDITURES Current: Public Safety 980,000$ 88,057$ 635,612$ 344,388$ Total Expenditures 980,000$ 88,057$ 635,612$ 344,388$ OTHER FINANCING SOURCES (USES) Unallocated -$ -$ -$ -$ Transfers out to Capital Projects - - - - Net change in fund balances -$ -$ Fund balance - beginning - - Fund balance - ending -$ -$ City of Milton E-911 Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 5 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Variance with Final Budget - Positive (Negative) REVENUES Taxes Hotel/Motel Taxes 80,000$ 2,541$ 31,335$ (48,665)$ Total revenues 80,000$ 2,541$ 31,335$ (48,665)$ OTHER FINANCING SOURCES (USES) Transfers out to Special Events Fund 80,000$ 2,541$ 31,335$ (48,665)$ Total other financing sources and uses 80,000$ 2,541$ 31,335$ (48,665)$ Net change in fund balances -$ -$ Fund balance - beginning - - Fund balance - ending -$ -$ City of Milton Hotel/Motel Tax Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 6 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Charges for Service Infrastructure Maintenance Fee 110,000$ 17,297$ 49,871$ 49,871$ (60,129)$ Infrastructure Maint Penalty & Interest - - 483 483 483 Tree Recompense - - - - - Landfill Host Fees 48,000 - 12,705 12,705 (35,295) Interest Revenue - 373 771 771 771 Total revenues 158,000$ 17,671$ 63,831$ 63,831$ (94,169)$ EXPENDITURES Capital Outlay City Council -$ -$ -$ -$ -$ General Admin 13,762 - - - 13,762 Finance 162,315 - - - 162,315 Information Services 383,944 - 56,971 56,971 326,973 General Govt Bldg 46,266 - - - 46,266 Police 226,857 48,274 86,068 266,472 (39,615) Fire 1,849,610 - 1,158,606 1,158,606 691,005 Public Works 5,698,404 440 127,323 429,787 5,268,616 Parks & Recreation (Active)3,287,597 - 176,926 342,595 2,945,002 Passive Parks/Greenspace 973,188 - - - 973,188 Community Development 659,626 2,636 14,800 259,436 400,190 Total Capital Outlay 13,301,568$ 51,350$ 1,620,695$ 2,513,868$ 10,787,700$ Excess of revenues over expenditures (13,143,568)$ (33,680)$ (1,556,864)$ (2,450,037)$ (10,881,869)$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund 4,894,518$ 407,877$ 2,855,136$ 2,855,136$ (2,039,383)$ Transfer out to General Fund (83,093) (6,924) (48,471) (48,471) 34,622 Contingencies (147,450) - - - 147,450 Total other financing sources and uses 4,663,975$ 400,952$ 2,806,665$ 2,806,665$ (1,857,310)$ Net change in fund balances (8,479,593)$ 1,249,801$ 356,627$ Fund balance - beginning 8,532,749 8,532,749 8,532,749 Fund balance - ending 53,155$ 9,782,549$ 8,889,376$ City of Milton Capital Project Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 7 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Real Property Tax-Current Year 1,683,096$ 10,996$ 1,700,088$ 1,700,088$ 16,992$ Real Property Tax-Prior Year - 1,460 13,522 13,522 13,522 Public Utility Tax-Current Year 13,220 11,814 12,604 12,604 (616) Personal Property Tax-Current Year 25,090 63 24,977 24,977 (113) Personal Property Tax-Prior Year - 15 55 55 55 Motor Vehicle Tax 5,689 516 2,764 2,764 (2,925) Penalties & Interest - Real Property - 93 2,430 2,430 2,430 Penalties & Interest - Personal Property - 2 168 168 168 Other Miscellaneous Revenue - - 37,350 37,350 37,350 Interest Revenue (Regions)200,000 5,141 48,014 48,014 (151,986) Interest Revenue (SunTrust)- 81 287 287 287 Total revenues 1,927,095$ 30,182$ 1,842,259$ 1,842,259$ (84,836)$ EXPENDITURES Capital Outlay Passive Parks/Greenspace 7,637,331$ -$ 1,321,844$ 1,321,845$ 6,315,485$ Bond Principal 855,000 855,000 855,000 855,000 - Bond Interest 858,875 429,438 858,875 858,875 - Total Capital Outlay 9,351,206$ 1,284,438$ 3,035,719$ 3,035,720$ 6,315,486$ Excess of revenues over expenditures (7,424,111)$ (1,254,255)$ (1,193,461)$ (1,193,461)$ 6,230,650$ Net change in fund balances (7,424,111)$ (1,193,461)$ (1,193,461)$ Fund balance - beginning 7,536,608 7,536,608 7,536,608 Fund balance - ending 112,497$ 6,343,147$ 6,343,146$ City of Milton Greenspace Bond Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 8 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Transportation Local Option Sales Tax 6,300,000$ 481,674$ 3,251,919$ 3,251,919$ (3,048,081) Interest Revenues - 991 1,473 1,473 1,473 Realized Gain or Loss (GA Fund 1)200,000 8,133 106,209 106,209 (93,791) Total revenues 6,500,000$ 490,797$ 3,359,600$ 3,359,600$ (3,140,400)$ EXPENDITURES Capital Outlay Public Works 17,181,402$ 12,940$ 1,420,921$ 2,644,046$ 14,537,355 Total Capital Outlay 17,181,402$ 12,940$ 1,420,921$ 2,644,046$ 14,537,355$ Excess of revenues over expenditures (10,681,402)$ 477,857$ 1,938,679$ 715,554$ 11,396,956$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund -$ -$ -$ -$ -$ Total other financing sources and uses -$ -$ -$ -$ -$ Net change in fund balances (10,681,402)$ 1,938,679$ 715,554$ Fund balance - beginning 13,950,834 13,950,834 13,950,834 Fund balance - ending 3,269,433$ 15,889,513$ 14,666,388$ City of Milton Transportation Local Option Sales Tax (TSPLOST) Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 9 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Intergovernmental Revenues Recreation Trail Program -$ -$ -$ -$ -$ Land & Water Conservation Grant - - 6,412 6,412 6,412 LMIG Funds 405,528 - 444,773 444,773 39,245 Trail Connection to Big Creek Greenway 400,000 - 1,080 1,080 (398,920) Interest Revenues - 495 735 735 735 Contributions & Donations - - - - - Total revenues 805,528$ 495$ 452,999$ 452,999$ (352,529)$ EXPENDITURES Capital Outlay Public Works 1,383,489$ -$ 1,350$ 45,000$ 1,338,489$ Parks & Recreation 631,443 - 4,015 11,300 620,143 Community Development 104,793 5,000 5,000 34,350 70,443 Total Capital Outlay 2,119,725$ 5,000$ 10,365$ 90,650$ 2,029,075$ Excess of revenues over expenditures (1,314,197)$ (4,505)$ 442,634$ 362,349$ 1,676,547$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund -$ -$ -$ -$ -$ Transfer Out to Capital Projects Fund - - - - - Budgeted Fund Balance - - - - -$ Total other financing sources and uses -$ -$ -$ -$ -$ Net change in fund balances (1,314,197)$ 442,634$ 362,349$ Fund balance - beginning 850,459 850,459 850,459 Fund balance - ending (463,738)$ 1,293,094$ 1,212,809$ City of Milton Capital Grant Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 10 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Admin Fund 30,000$ 1,130$ 16,281$ 16,281$ (13,719)$ Law Enforcement Fund 13,000 474 7,254 7,254 (5,746) Fire Fund 72,500 2,718 41,568 41,568 (30,932) Road Fund 110,000 3,392 52,612 52,612 (57,388) Park Fund 650,000 31,076 441,272 441,272 (208,728) Interest Revenues/Admin Fund - 25 41 41 41 Interest Revenues/Law Enforcement Fund - 10 18 18 18 Interest Revenues/Fire Fund - 59 102 102 102 Interest Revenues/Road Fund - 74 128 128 128 Interest Revenues/Park Fund - 680 1,134 1,134 1,134 Total revenues 875,500$ 39,638$ 560,410$ 560,410$ (315,090)$ EXPENDITURES General Government Buildings 73,437$ -$ -$ -$ 73,437$ Fire 319,372 - - - 319,372 Public Works 266,709 - - 152,967 113,742 Parks & Recreation 3,063,327 - 1,351,331 1,351,331 1,711,997 Community Development 59,195 - - - 59,195 Total Capital Outlay 3,782,040$ -$ 1,351,331$ 1,504,298$ 2,277,742$ Excess of revenues over expenditures (2,906,540)$ 39,638$ (790,921)$ (943,888)$ 1,962,652$ OTHER FINANCING SOURCES (USES) Transfer Out to General Fund/Admin -$ -$ -$ -$ -$ Total other financing sources and uses -$ -$ -$ -$ -$ Net change in fund balances (2,906,540)$ (790,921)$ (943,888)$ Fund balance - beginning 3,004,194 3,004,194 3,004,194 Fund balance - ending 97,654$ 2,213,273$ 2,060,306$ City of Milton Capital Projects Fund - Impact Fees Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 11 of 13 Original Budgeted Amounts Current Period Actuals Year-to-Date Actuals Year-to-Date Actuals + Encumbrances Variance with Final Budget - Positive (Negative) REVENUES Intergovernmental Revenues -$ -$ -$ -$ -$ Interest Revenues - 13,163 110,338 110,338 110,338 Contributions & Donations - - - - - Total revenues -$ 13,163$ 110,338$ 110,338$ 110,338$ EXPENDITURES Capital Outlay General Government Buildings 13,853,347$ -$ 5,168,889$ 12,515,672$ 1,337,675$ Fire 3,706,563 - - - 3,706,563 Fiscal Agent's Fees - - 114,971 114,971 (114,971) Issuance Costs - - 387,932 387,932 (387,932) Bond Principal - - 7,881,627 7,881,627 (7,881,627) Total Capital Outlay 17,559,910$ -$ 13,553,419$ 20,900,202$ (3,340,292)$ Excess of revenues over expenditures (17,559,910)$ 13,163$ (13,443,081)$ (20,789,864)$ (3,229,954)$ OTHER FINANCING SOURCES (USES) Transfers in from General Fund -$ -$ -$ -$ -$ Transfers out to General Fund - - - - - Revenue Bond Proceeds - - 27,493,663 27,493,663 27,493,663 Total other financing sources and uses -$ -$ 27,493,663$ 27,493,663$ 27,493,663$ Net change in fund balances (17,559,910)$ 14,050,582$ 6,703,799$ Fund balance - beginning (1,546,653) (1,546,653) (1,546,653) Fund balance - ending (19,106,563)$ 12,503,929$ 5,157,146$ City of Milton Capital Projects Fund - Revenue Bond Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Period Ended April 30, 2020 12 of 13 Amount Percent Yield Money Market - Quantum Bank 5,380,693 18%1.22% GA Fund 1 12,479,628 41%0.80% GA Fund 1 (TSPLOST)12,345,889 41%0.80% Grand Total Investment Portfolio 30,206,210 100% Current Month YTD Current Month YTD Interest earned 14,752 160,688 8,133 106,209 Budgeted interest 25,000 175,000 16,667 116,667 Variance over/(under)(10,248) (14,312) (8,534) (10,458) General Fund TSPLOST Fund City of Milton Investment Portfolio Month Ending April 30, 2020 13 of 13 CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 26, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Approval of a Change Order Between the City of Milton and AT&T for Network Integration Services. MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 4D3A7C41-8C80-4843-9711-F200B90A22B3 X June 1, 2020 X X X To: Honorable Mayor and City Council Members From: David Frizzell, IT Manager Date: Submitted on May 19, 2020 for Consent Agenda on the June 1, 2020 Regular City Council Meeting. Agenda Item: Approval of a Change Order between the City of Milton and AT&T for Network Integration Services _____________________________________________________________________________________ Department Recommendation: The IS department recommends approval. Executive Summary: Some local utility companies are unavailable to approve a dig ticket for the burial of conduits at the Public Safety Complex due to the coronavirus lockdown. As an alternative, the first 70 feet of the conduit trench may be dug by hand to avoid potential harm to existing underground utilities. This amendment adds the additional cost of labor that will be needed to finish the work in a timely manner. This will complete AT&T’s conduit installation from the right-of-way at 13690 Hwy 9 to the demarcation point in the Police building at the Public Safety Complex. The original work order was approved by council on May 4, 2020. Funding and Fiscal Impact: The amount of $2,137.32 will be added to the existing work order, bringing the total one- time cost of the work to $15,817.64 Alternatives: The utility surveyors will not resume field duties until at least June 1st. Depending on their actual return-to-work date, plus any backlog of dig tickets at that time, the public safety complex may not have its fiber optic circuits installed on schedule. Legal Review: Sam VanVolkenburgh, Jarrard & Davis (5/18/2020) Concurrent Review: Steve Krokoff, City Manager Attachment(s): Network_Integration_Services_CONTRACT_ID_7652710.pdf AT&T_CONTRACT_ID_7627731.pdf AT&T Master Agreement – Amended 6-12-2019.pdf DocuSign Envelope ID: 9ED9B2C5-A982-4596-8DC4-A1D7B1AE8C20 AT&T Network Integration Change Order Request AT&T and Customer Proprietary Confidential Page 1 of 2 Do not disclose or duplicate Agreement No.: 153709UA AT&T Network Integration Tracking ID: GBS325036-1 Date #: 05/18/2020 This AT&T Network Integration Services Change Order Request (“Change Request”) is an attachment to the AT&T Network Integration NI Pricing Schedule dated 04/15/2020. To the extent any terms set forth in this Change Request conflict with those of the document indicated in the preceding paragraph, or those of a the Statement of Work, the order of priority shall be with respect to the AT&T Network Integration Services provided hereunder: (1) this Change Request; (2) the Statement of Work; (3) the applicable document indicated above. AGREED: AGREED: CUSTOMER: City of Milton AT&T By:_________________________________________ (Authorized Agent or Representative) By:___________________________________________ (Authorized Agent or Representative) (Typed or Printed Name) (Typed or Printed Name) (Title) (Title) (Date) (Date) ATTUID: jl058s@att.com CUSTOMER Legal Name (“Customer”) AT&T Corp. ("AT&T") (designate other entity if signing entity other than AT&T Corp) AT&T Branch Sales Contact Name City of Milton AT&T Name: Kristen M. Thalman CUSTOMER Address AT&T Corp. Address and Contact AT&T Branch Sales Contact Information Street Address: 13690 Hwy 9 City: Alpharetta State / Province: GA Country: USA Domestic / Intl / Zip Code: 30004 One AT&T Way Bedminster NJ 07921-0752 Contact: Master Agreement Support Team Email : mast@att.com Address: 2180 Lake Blvd. NE City: Atlanta State / Province: GA Country: USA Domestic / Intl / Zip Code: 30319 Email: kt330g@att.com Sales/Branch Mgr: Brad Sapir SCVP Name: Randall Porter CUSTOMER Contact AT&T Address and Contact AT&T NI Contact Information Name: David Frizzell Title: IT Manager Telephone: 678-242-2517 Email: david.frizzell@cityofmiltonga.us Name: Jacob Lopez Address: 11700 Great Oaks Way City: Alpharetta State / Province: GA Country: USA Domestic / Intl / Zip Code: 30022 Telephone: 770-225-2735 Email: jl058s@att.com CUSTOMER Billing Address Street Address: City: State / Province: Country: USA Domestic / Intl / Zip Code: Contract Id: 7652710 AT&T Network Integration Change Order Request AT&T and Customer Proprietary Confidential Page 2 of 2 Do not disclose or duplicate CHANGE REQUEST FORM Type of Request: Change Order Initiator (Company): City of Milton Change Request Received by: Jacob Lopez (JL058S) Price Impact: $2,137.32– NON RECURRING CHARGE (NRC) $0.00 – MONTHLY RECURRING CHARGE (MRC) AT&T Additional Resources Required: Labor for Manual Trenching Task Description: Addition of labor for manual trenching. Other information related to Change: The updated design is listed below: Equipment & Services Pricing Supplier Code Description Est. Quantity AT&T Price Total Price TRENLBR Trenching Labor 1 $2,137.32 $2,137.32 Impact of Change: Change order accommodates the addition of labor for manual trenching only. All other terms and conditions remain unchanged. Contract Id: 7652710 Pricing Schedule AT&T Network Integration Services Services and Equipment Resale AT&T and Customer Proprietary Confidential Page 1 of 8 Do not disclose or duplicate v2019 Agreement No.: 153709UA AT&T Network Integration Tracking ID: GBS325036-1 Document Version#:04/15/2020 CUSTOMER Legal Name (“Customer”) AT&T Corp. ("AT&T") (designate other entity if signing entity other than AT&T Corp) AT&T Branch Sales Contact Name City of Milton AT&T Name: Kristen M. Thalman CUSTOMER Address AT&T Corp. Address and Contact AT&T Branch Sales Contact Information Street Address: 13690 Hwy 9 City: Alpharetta State / Province: GA Country: USA Domestic / Intl / Zip Code: 30004 One AT&T Way Bedminster NJ 07921-0752 Contact: Master Agreement Support Team Email : mast@att.com Address: 2180 Lake Blvd. NE City: Atlanta State / Province: GA Country: USA Domestic / Intl / Zip Code: 30319 Email: kt330g@att.com Sales/Branch Mgr: Brad Sapir SCVP Name: Randall Porter CUSTOMER Contact AT&T NI Contact Information Name: David Frizzell Title: IT Manager Telephone: 678-242-2517 Email: david.frizzell@cityofmiltonga.us Name: Jacob Lopez Address: 11700 Great Oaks Way City: Alpharetta State / Province: GA Country: USA Domestic / Intl / Zip Code: 30022 Telephone: 770-225-2735 Email: jl058s@att.com CUSTOMER Billing Address Street Address: 2006 Heritage Walk City: Milton State / Province: GA Country: USA Domestic / Intl / Zip Code: 30004 Upon mutual execution hereof, this Pricing Schedule for AT&T Network Integration Equipment Resale (“NI Pricing Schedule”) becomes part of the Master Agreement between AT&T and Customer referenced above (the “Agreement”). AGREED: AGREED: CUSTOMER: City of Milton AT&T By:_________________________________________ (Authorized Agent or Representative) By:__________________________________________ (Authorized Agent or Representative) (Typed or Printed Name) (Typed or Printed Name) (Title) (Title) (Date) (Date) ATTUID: jl058s Contract Id: 7627731 Approved as to Form: By: Name: Title: City Attorney Date: Pricing Schedule AT&T Network Integration Services Services and Equipment Resale AT&T and Customer Proprietary Confidential Page 2 of 8 Do not disclose or duplicate v2019 1. DEFINITIONS All other capitalized terms used but not defined in this NI Pricing Schedule have the meaning given them in the Agreement. “Purchased Equipment” means equipment to which title transfers from AT&T to Customer. Purchased Equipment includes any internal code required to operate such Equipment. 2. SERVICES AND PURCHASED EQUIPMENT This NI Pricing Schedule states the terms and conditions governing Orders for AT&T services (“Services”) and Purchased Equipment. Attached to this NI Pricing Schedule is a SOW or an EOL (collectively, “Attachments”) which become effective and incorporated into this NI Pricing Schedule upon the execution hereof. AT&T may subcontract work to be performed hereunder but shall retain responsibility for all such work. 3. ATTACHMENTS A. Unless earlier terminated as described below, an Attachment is deemed terminated when the parties’ respective obligations have been fully performed or when it is otherwise terminated according to its terms. B. In the event of an inconsistency among terms, the order of priority is: (i) the applicable Attachment; (ii) the NI Pricing Schedule and (iii) the Agreement. 4. INTELLECTUAL PROPERTY RIGHTS A. All intellectual property and proprietary rights arising by virtue of AT&T’s performance of the Services are and will remain the sole and exclusive property of AT&T, and neither ownership nor title to any such property will pass to Customer. B. Customer shall retain those copies of any reports produced and furnished to Customer by AT&T (“Reports”), and Customer is hereby granted, under AT&T’s copyrights, the perpetual, non-exclusive, personal and non- transferable right to reproduce and modify Reports for Customer’s own internal business purposes. For avoidance of doubt, “internal business purposes” exclude public distribution, resale to third parties and revenue generation purposes. C. AT&T hereby grants to Customer the non-exclusive, personal, and non-transferable right to use any items other than Reports produced and furnished to Customer by AT&T under this NI Pricing Schedule, solely for Customer's own internal business purposes during the term of this NI Pricing Schedule, or for such other purposes as may be mutually agreed in writing by the parties. D. Except as otherwise specified herein, no other right or license to or under any of AT&T's intellectual property rights is either granted or implied under this NI Pricing Schedule. 5. WARRANTY The provision of Services and any deliverables hereunder shall be performed in a workmanlike manner that would meet commercial industry standards in the field to which the work pertains, as well as any standards set forth in the applicable SOW. 6. NON-SOLICITATION Customer agrees not to solicit for employment any personnel of AT&T or its subcontractors or agents performing Services hereunder for one (1) year following the termination of this NI Pricing Schedule, or the applicable SOW, without the prior written consent of AT&T; this shall not restrict the ability of Customer to interview and hire personnel unrelated to the Services, or personnel that respond to general public solicitations made in the ordinary course of business. 7. TERM AND TERMINATION This NI Pricing Schedule shall remain in effect until terminated by either party on not less than thirty (30) days’ prior written notice to the other party; provided that, the terms and conditions of this NI Pricing Schedule shall continue to govern, through completion of performance (or earlier termination), all Attachments in effect on this NI Pricing Schedule’s termination date. Termination charges, if any, shall be as specified in the applicable Attachment. 8. PURCHASED EQUIPMENT TERMS A. Orders for Purchased Equipment shall be submitted by Customer to AT&T in written format and shall contain all information required for AT&T to fulfill such Order and shall contain a reference to this NI Pricing Schedule and the applicable AT&T quote. Any information, terms and/or conditions, or other language contained in any document(s) or purchase order(s) furnished by Customer to AT&T in excess of or outside of such information or in conflict with any terms and conditions contained in this NI Pricing Schedule and/or the applicable Attachment(s) are void. AT&T will notify Customer by email whether it has accepted the Order after validation within five (5) business days after receipt of the Order. AT&T reserves the right not to accept an Order. B. Customer acknowledges and agrees that AT&T’s ability to deliver Purchased Equipment is contingent upon the supply and delivery schedules of each of the manufacturers. AT&T shall have no liability for delays in any delivery schedule. Title and risk of loss to Purchased Equipment shall pass to Customer upon shipment from AT&T’s Purchased Equipment supplier; Customer is responsible for all shipping-related charges, which AT&T Contract Id: 7627731 Pricing Schedule AT&T Network Integration Services Services and Equipment Resale AT&T and Customer Proprietary Confidential Page 3 of 8 Do not disclose or duplicate v2019 shall invoice to Customer at two percent (2%) of the total purchase price of the Order or actual cost, whichever is greater, except that for Orders requiring expedited shipment, in which case it will be the greater of four (4%) percent of Customer’s total purchase price or actual cost; and charges incurred, if any, for storage of Purchased Equipment following delivery to the agreed location are the sole responsibility of Customer and are not included in shipping charges. C. AT&T shall invoice to Customer any taxes associated with equipment resale. D. AT&T shall pass through to Customer any warranties for Purchased Equipment and Vendor Software available from the manufacturer or licensor. The manufacturer or licensor, and not AT&T, is responsible for any such warranty terms and commitments. ALL VENDOR SOFTWARE AND PURCHASED EQUIPMENT IS OTHERWISE PROVIDED TO CUSTOMER ON AN “AS IS” BASIS. 9. LICENSES AND THIRD PARTY MAINTENANCE Purchased Equipment, Vendor Software and maintenance resold to Customer hereunder may be subject to additional license terms and/or other requirements or restrictions imposed by the manufacturer, supplier or publisher. Customer is solely responsible for ensuring its adherence to such terms, requirements, and restrictions, and is deemed to have accepted them upon receipt of the Purchased Equipment or Vendor Software, or on commencement of the maintenance. 10. LIMITATION OF LIABILITY For purposes of this NI Pricing Schedule and Attachments placed hereunder, any limit or cap on liability contained in the “Limitations of Liability” article 6.1(a)(v) of the Agreement is superseded by the following: EACH PARTY’S LIABILITY HEREUNDER SHALL BE LIMITED TO PROVEN DIRECT DAMAGES NOT TO EXCEED THE NET PURCHASE PRICE PAID BY CUSTOMER FOR SERVICES AND/OR PURCHASED EQUIPMENT UNDER THE ATTACHMENT THAT GAVE RISE TO THE LIABILITY. This shall not limit Customer’s responsibility for the payment of all charges properly due under the NI Pricing Schedule. AT&T shall have no duty to defend, indemnify and hold Customer harmless for claims arising from the infringement of patents or trademarks or the violation of copyrights by Purchased Equipment, Vendor Software and/or maintenance. Contract Id: 7627731 Pricing Schedule AT&T Network Integration Services Services and Equipment Resale AT&T and Customer Proprietary Confidential Page 4 of 8 Do not disclose or duplicate v2019 EXHIBIT 1: STATEMENT OF WORK 1. Introduction This SOW between AT&T Corp. (“AT&T”) and City of Milton (“Customer”) is attached to the NI Pricing Schedule and made a part thereof upon execution. AT&T reserves the right to withdraw this SOW or modify the prices and any other terms and conditions, including, but not limited to, any section of this SOW (i) if the SOW is not signed by Customer and AT&T by 5/15/2020, and/or (ii) the engagement does not commence within thirty (30) calendar days of the Effective Date. 2. Scope of Work 2.1 Services AT&T will install conduit to [1] location designated by Customer located in Appendix C (“Site(s)”). This project encompasses the conduit materials and installation only. Services and/or Equipment not specifically provided for hereunder are outside the scope of this SOW. 2.2 Purchased Equipment: Upon execution hereof, Customer shall purchase the Purchased Equipment listed in Appendix A (“Purchased Equipment List”). Customer or its Affiliate may issue Purchase Orders to place a subsequent Order based on a quote provided by AT&T hereunder (“AT&T Quote”). The following language (with the appropriate purchasing entity and dates filled in) must be added in order for AT&T to accept Customer’s Purchase Order: “This PO is issued by City of Milton (“Customer”) pursuant to the NI Pricing Schedule dated 04/15/2020.” 2.3 SOW Term This SOW shall have a term of 12 Months (“Term”). The Project will commence 30 calendar days after Effective Date of this SOW. 3. AT&T Responsibilities AT&T will be responsible for executing the following activities. Activities not expressly included in this SOW are outside the scope. 3.1 Installation Services. AT&T will: (a) Place 300’ of 2”-4” Conduit (b) Place One (1) 4x8 FR Plywood Backboard (c) Place Six (6) AWG Ground/Busebar 3.2 Deliverables Event Deliverables Engagement Kickoff Meeting Communications Plan Review Project Timelines and Schedule Project Status Report Status reports and meetings will be held as mutually agreed by the parties. 3.3 Service Hours The Services provided hereunder shall be performed Monday through Friday, 9:00 a.m. to 5:00 p.m., local time, excluding designated AT&T holidays (“Normal Business Hours” or “NBH”), unless otherwise noted herein. AT&T Designated Holiday Date Observed New Year’s Day January 1 Memorial Day Last Monday in May Independence Day July 4 Labor Day 1st Monday in September Thanksgiving Day 4th Thursday in November Day after Thanksgiving 4th Friday in November Christmas Day December 25 4. Customer Responsibilities To manage the activities outlined herein on time and within the pricing provided, Customer assigned roles and responsibilities must be fulfilled effectively. Customer will: (a) Assign a Single Point of Contact (“SPOC”) as the primary interface for the AT&T Project Manager to work with during the Project. (b) Review and provide relevant comments (in the form of additional data requirements, preliminary conclusions, or recommended technical architecture) or Subject Matter Experts (“SME”) resources from applicable information technology departments or business units to assist in completing the Deliverables in a timely manner. (c) Keep AT&T informed of any information or changes, which may affect AT&T’s performance of Services or require a change request in the scope. (d) Provide AT&T with reasonable access to Customer Site during NBH, as needed. In addition, AT&T may conduct the research and other work from a remote location. (e) Resume responsibility for the network infrastructure upon completion of the Services provided herein. (f) Provide a signature sign-off (Site Acceptance Form) as concurrence of Site completion for each Site where AT&T has provided Services under this SOW. Contract Id: 7627731 Pricing Schedule AT&T Network Integration Services Services and Equipment Resale AT&T and Customer Proprietary Confidential Page 5 of 8 Do not disclose or duplicate v2019 5. Project Governance 5.1 Change Control Process Either Party must submit change requests to contractual documents in writing via the sample at Appendix B to this SOW. The party requesting the change must submit a written request to the other party and the receiving party shall issue a written response within five (5) business days of the receipt of the request, including whether the receiving party accepts or rejects the request and/or any changes to the Terms and Conditions. Once agreed both parties must execute the document in Appendix B. 5.2 Engagement Contacts Customer AT&T Name David Frizzell Jacob Lopez Title IT Manager Associate Engagement Manager Address 2006 Heritage Walk, Milton, GA 30004 11700 Great Oaks Way, Alpharetta, GA 30022 Contact Information (Phone/Email) 678-242-2517 david.frizzell@cityofmiltonga.us 770-225-2735 jl058s@att.com 6. Fees and Charges 6.1 AT&T shall provide the Services and Purchased Equipment (see Appendix A) for the Charges stated below. Description Fees and Charges Notes Conduit Equipment $3,321.30 Materials for Conduit Installation (Detailed in Appendix A) Installation $10,359.02 Installation of Conduit equipment & Materials 6.2 Additional Pricing Terms and Conditions (a) Defined Scope. Pricing is based on the currently defined scope. Any additions or changes to this SOW will necessitate changes in pricing. Pricing herein assumes no project delays will occur that would require AT&T to stop work. AT&T will not be held financially responsible for project delays outside of its control. (b) Invoicing. AT&T will invoice the Service Fees upon completion as defined herein. AT&T will invoice Services monthly and will cover any one-time charges or expenses incurred during the previous calendar month. (c) Travel and related Expenses. Charges do not include expenses for AT&T travel to Customer’s facilities. Standard business expenses (e.g., transportation, food, lodging) incurred by AT&T in connection with delivery of the Services will be billed at cost as a separate line item on Customer’s invoice. AT&T personnel will incur travel expenses only after receiving permission from Customer’s Project Manager. (d) Time and Material ("T&M") Rate. In the event that the scope of work changes from this SOW or AT&T is requested to perform Services outside of Normal Business Hours, AT&T will bill Customer at a T&M rate of two- hundred fifty dollars ($250.00) per hour per AT&T consultant for the additional time spent on the change requests. All such out of scope matters will be handled via the Change Control process outlined herein. (e) Shipping & Taxes. Shipping and applicable taxes are excluded from this agreement. All shipping will be billed actual to customer. 7. Termination (a) In the event Customer terminates this SOW or any portion hereof for any reason other than AT&T’s uncured material breach, Customer shall be responsible to pay for all Services rendered, Purchased Equipment ordered and expenses incurred hereunder as well as any charges associated with early termination of AT&T’s subcontracts related to this project. Contract Id: 7627731 Pricing Schedule AT&T Network Integration Services Services and Equipment Resale AT&T and Customer Proprietary Confidential Page 6 of 8 Do not disclose or duplicate v2019 APPENDIX A: PURCHASED EQUIPMENT LIST Quantity Purchased Equipment 300’ 2 - 4" PVC Conduit 1 4x8 FR Plywood Backboard 1 6 AWG Ground / Busebar Contract Id: 7627731 Pricing Schedule AT&T Network Integration Services Services and Equipment Resale AT&T and Customer Proprietary Confidential Page 7 of 8 Do not disclose or duplicate v2019 APPENDIX B: SAMPLE CHANGE REQUEST FORM Type of Request: Initiator (Company): Change Request Received by: Price Impact: AT&T Additional Resources Req’d: Task Description: Other information related to Change: Impact of Change Provide a description of the impact of the change (increase in duration, delay in start, cut-over date change, added dependency, additional resources required change to design, change to baseline solution, other). AGREED and ACCEPTED: AGREED and ACCEPTED: CUSTOMER: AT&T By:______________________________________ (Authorized Agent or Representative) By:___________________________________________ (Authorized Agent or Representative) (Typed or Printed Name) (Typed or Printed Name) (Title) (Title) (Date) (Date) Contract Id: 7627731 Pricing Schedule AT&T Network Integration Services Services and Equipment Resale AT&T and Customer Proprietary Confidential Page 8 of 8 Do not disclose or duplicate v2019 APPENDIX C: SITES Site Name Site Contact 13690 Hwy 9, Alpharetta, GA 30004 David Frizzell 678-242-2517 david.frizzell@cityofmiltonga.us Contract Id: 7627731 C MASTER AGREEMENT AT&T MA Reference No. Customer AT&T City of Milton AT&T Corp. Street Address: 13000 Deerfield Parkway, Suite 107 Name:, City: Milton State/Province: GA Name: Thu -Mai Sekhou Zip Code: 30004 Country: US o r Customer Contact for notices AT&T Contact for notices Name: Joe Lockwood Street Address: 754 Peachtree St. NE -150, Flr. Title: Mayor City: Atlanta State/Province: GA Street Address: 13000 Deerfield Parkway, Suite 107 Zip Code: 30308 Country: US City: Milton State/Province: GA Zip Code: 30004 Country: US With a copy to: Telephone: (678) 242-2484 AT&T Corp. Fax: (678) 242-2499 One AT&T Way Email: Joe.Lockwood@cityofmiltonga.us Bedminster, NJ 07921-0752 ATTN: Master Agreement Support Team Email: mast@aft.com This Master Agreement ("Master Agreement'), between the customer named above ("Customer") and the AT&T entity named above ("AT&T"), is effective when signed by both Customer and AT&T. Customer (by its authorized re resent ive) AT&T (by its authorized representative B: B: Name:, Loctuj o O a Name: Thu -Mai Sekhou Title: 1 r `Q o r Title: Client Solutions Executive S1 Date: — (� �G Date: August 30, 2016 ua_ver_iii.doc UA VER III 11/16/2012 AT&T and Customer Confidential Information Page 1 of 9 jm67933 082916 SR 1-4TYNGSF NRLR MASTER AGREEMENT 1. INTRODUCTION 1.1 Overview of Documents. This Master Agreement and the following additional documents (collectively, the "Agreement") shall apply to all products and services AT&T provides Customer pursuant to this Agreement ("Services") and shall continue in effect so long as Services are provided under this Agreement: (a) Pricing Schedules. A "Pricing Schedule" means a pricing schedule (including related attachments) or other document that is attached to or is later executed by the parties and references this Master Agreement. A Pricing Schedule includes the Services, the pricing (including discounts and commitments, if applicable) and the pricing schedule term ("Pricing Schedule Term"). (b) Tariffs and Guidebooks. "Tariffs" are documents containing the descriptions, pricing and other terms and conditions for a Service that AT&T or its Affiliates file with regulatory authorities. "Guidebooks" are documents (designated as Guidebooks or Price Lists) containing the descriptions, pricing and other terms and conditions for a Service that were but no longer are filed with regulatory authorities. Tariffs and Guidebooks can be found at att.com/servicepublications or other locations AT&T may designate. (c) Acceptable Use Policy. AT&T's Acceptable Use Policy ("AUP") applies to (i) Services provided over or accessing the Internet and (ii) wireless (i.e., cellular) data and messaging Services. The AUP can be found at att.com/aun or other locations AT&T may designate. (d) Service Guides. The descriptions, pricing and other terms and conditions for a Service not covered by a Tariff or Guidebook may be contained in a Service Guide, which can be found at att.com/servicepublications or other locations AT&T may designate. 1.2 Priority of Documents. The order of priority of the documents that form this Agreement is: the applicable Pricing Schedule or Order; this Master Agreement; the AUP; and Tariffs, Guidebooks and Service Guides; provided that Tariffs will be first in priority in any jurisdiction where applicable law or regulation does not permit contract terms to take precedence over inconsistent Tariff terms. 1.3 Revisions to Documents. Subject to Section 8.2(b) (Materially Adverse Impact), AT&T may revise Service Publications at any time. 1.4 Execution by Affiliates. An AT&T Affiliate or Customer Affiliate may sign a Pricing Schedule in its own name, and such Affiliate contract will be a separate but associated contract incorporating the terms of this Agreement. Customer and AT&T will cause their respective Affiliates to comply with any such separate and associated contract. 2. AT&T DELIVERABLES 2.1 Services. AT&T will either provide or arrange to have an AT&T Affiliate provide Services to Customer and its Users, subject to the availability and operational limitations of systems, facilities and equipment. Where required, an AT&T Affiliate authorized by the appropriate regulatory authority will be the service provider. If an applicable Service Publication expressly permits placement of an order for a Service under this Master Agreement without the execution of a Pricing Schedule, Customer may place such an order using AT&T's standard ordering processes (an "Order"), and upon acceptance by AT&T, the Order shall otherwise be deemed a Pricing Schedule under this Master Agreement for the Service ordered. 2.2 AT&T Equipment. Services may be provided using equipment owned by AT&T that is located at the Site ("AT&T Equipment"), but title to the AT&T Equipment will remain with AT&T. Customer must provide adequate space and electric power for the AT&T Equipment and keep the AT&T Equipment physically secure and free from liens and encumbrances. Customer will bear the risk of loss or damage to the AT&T Equipment (other than ordinary wear and tear), except to the extent caused by AT&T or its agents. 2.3 Purchased Equipment. Except as specified in a Service Publication, title to and risk of loss of Purchased Equipment shall pass to Customer on delivery to the transport carrier for shipment to Customer's designated location. 2.4 License and Other Terms. Software, Purchased Equipment and Third -Party Services may be provided subject to the terms of a separate license or other agreement between Customer and either the licensor, the third -party service provider or the manufacturer. Customer's execution of the Pricing Schedule for or placement of an Order for Software, Purchased Equipment or Third -Party Services is Customer's agreement to comply with such separate agreement. Unless a Service Publication specifies otherwise, AT&T's sole responsibility with respect to Third -Party Services is to place Customer's orders for Third -Party Services, except that AT&T may invoice and collect payment from Customer for the Third -Party Services. 3. CUSTOMER'S COOPERATION 3.1 Access Right. Customer will in a timely manner allow AT&T access as reasonably required for the Services to property and equipment that Customer controls and will obtain at Customer's expense timely access for AT&T as reasonably required for the Services to property controlled by third parties such as Customer's landlord. AT&T will coordinate with and, except in an emergency, obtain Customer's consent to enter upon Customer's property and premises, which consent shall not be unreasonably withheld. Access rights mean the right to construct, install, repair, maintain, replace and remove access lines and network facilities and the right to use ancillary equipment space within a building for Customer's connection to AT&T's network. Customer must provide AT&T timely information and access to Customer's facilities and equipment as AT&T reasonably requires for the Services, subject to Customer's reasonable security policies. Customer will furnish any conduit, holes, wireways, wiring, plans, equipment, space, power/utilities and other items as AT&T reasonably requires for the Services and will obtain any necessary licenses, permits and consents (including easements and rights-of- way). Customer will have the Site ready for AT&T to perform its work according to a mutually agreed schedule. ua_ver_iii.doc UA VER III 11/16/2012 AT&T and Customer Confidential Information Page 2 of 9 jm67933 082916 SR 1-4TYNGSF NRLR ur_S71111 4T_'X4ff ZZT=F* rOr 3.2 Safe Working Environment. Customer will ensure that the location at which AT&T installs, maintains or provides Services is a safe working environment, free of Hazardous Materials and reasonably suitable for the Services. "Hazardous Materials" mean any substance or material capable of posing an unreasonable risk to health, safety or property or whose use, transport, storage, handling, disposal or release is regulated by any law related to pollution, to protection of air, water or soil or to health and safety. AT&T shall have no obligation to perform work at a location that is not a suitable and safe working environment or to handle, remove or dispose of Hazardous Materials. 3.3 Users. "User" means anyone who uses or accesses any Service provided to Customer. Customer will cause Users to comply with this Agreement and is responsible for Users' use of any Service unless expressly provided to the contrary in an applicable Service Publication. 3.4 Resale of Services. Customer may not resell the Services or rebrand the Services for resale to third parties without AT&T's prior written consent. 4. PRICING AND BILLING 4.1 Pricing and Pricing Schedule Term; Terms Applicable After End of Pricing Schedule Term. The prices listed in a Pricing Schedule are stabilized until the end of the Pricing Schedule Term and will apply in lieu of the corresponding prices set forth in the applicable Service Publication. No promotion, credit, discount or waiver set forth in a Service Publication will apply. Unless the Pricing Schedule states otherwise, at the end of the Pricing Schedule Term, Customer may continue Service (subject to any applicable notice or other requirements in a Service Publication for Customer to terminate a Service Component) under a month-to-month service arrangement at the prices, terms and conditions in effect on the last day of the Pricing Schedule Term. AT&T may change such prices, terms or conditions on 30 days' prior notice to Customer. 4.2 Additional Charges and Taxes. Prices set forth in a Pricing Schedule are exclusive of and Customer will pay all taxes (excluding those on AT&T's net income), surcharges, recovery fees, customs clearances, duties, levies, shipping charges and other similar charges (and any associated interest and penalties resulting from Customer's failure to timely pay such taxes or similar charges) relating to the sale, transfer of ownership, installation, license, use or provision of the Services, except to the extent Customer provides a valid exemption certificate prior to the delivery of Services. To the extent required by law, Customer may withhold or deduct any applicable taxes from payments due to AT&T, provided that Customer will use reasonable commercial efforts to minimize any such taxes to the extent allowed by law or treaty and will furnish AT&T with such evidence as may be required by relevant taxing authorities to establish that such tax has been paid so that AT&T may claim any applicable credit. 4.3 Billing. Unless a Service Publication specifies otherwise, Customer's obligation to pay for a Service Component begins upon availability of the Service Component to Customer. Customer will pay AT&T without deduction, setoff or delay for any reason (except for withholding taxes as provided in Section 4.2 - Additional Charges and Taxes or in Section 4.5 - Delayed Billing; Disputed Charges). At Customer's request, but subject to AT&T's consent (which may not be unreasonably withheld or withdrawn), Customer's Affiliates may be invoiced separately, and AT&T will accept payment from such Affiliates. Customer will be responsible for payment if Customer's Affiliates do not pay charges in accordance with this Agreement. AT&T may require Customer or its Affiliates to tender a deposit if AT&T determines, in its reasonable judgment, that Customer or its Affiliates are not creditworthy, and AT&T may apply such deposit to any charges owed. 4.4 Payments. Payment is due within 30 days after the date of the invoice (unless another date is specified in an applicable Tariff or Guidebook) and must refer to the invoice number. Charges must be paid in the currency specified in the invoice. Restrictive endorsements or other statements on checks are void. Customer will reimburse AT&T for all costs associated with collecting delinquent or dishonored payments, including reasonable attorneys' fees. AT&T may charge late payment fees at the lowest of (a) 1.5% per month (18% per annum), (b) for Services contained in a Tariff or Guidebook at the rate specified therein, or (c) the maximum rate allowed by law for overdue payments. 4.5 Delayed Billing; Disputed Charges. Customer will not be required to pay charges for Services initially invoiced more than 6 months after close of the billing period in which the charges were incurred, except for calls assisted by an automated or live operator. If Customer disputes a charge, Customer will provide notice to AT&T specifically identifying the charge and the reason it is disputed within 6 months after the date of the invoice in which the disputed charge initially appears, or Customer waives the right to dispute the charge. The portion of charges in dispute may be withheld and will not be considered overdue until AT&T completes its investigation of the dispute, but Customer may incur late payment fees in accordance with Section 4.4 (Payments). Following AT&T's notice of the results of its investigation to Customer, payment of all properly due charges and properly accrued late payment fees must be made within ten (10) business days. AT&T will reverse any late payment fees that were invoiced in error. 4.6 Credit Terms. AT&T retains a lien and purchase money security interest in each item of Purchased Equipment and Vendor Software until Customer pays all sums due. AT&T is authorized to sign and file a financing statement to perfect such security interest. 4.7 MARC. Minimum Annual Revenue Commitment ("MARC") means an annual revenue commitment set forth in a Pricing Schedule that Customer agrees to satisfy during each 12 -consecutive -month period of the Pricing Schedule Term. If Customer fails to satisfy the MARC for any such 12 -month period, Customer will pay a shortfall charge in an amount equal to the difference between the MARC and the total of the applicable MARC -Eligible Charges incurred during such 12 -month period, and AT&T may withhold contractual credits until Customer pays the shortfall charge. ua_ver_iii.doc UA VER 111 11/16/2012 AT&T and Customer Confidential Information Page 3 of 9 jm67933 082916 SR 1-4TYNGSF NRLR MASTER AGREEMENT 4.8 Adjustments to MARC. (a) In the event of a business downturn beyond Customer's control, or a corporate divestiture, merger, acquisition or significant restructuring or reorganization of Customer's business, or network optimization using other Services, or a reduction of AT&T's prices, or a force majeure event, any of which significantly impairs Customer's ability to meet a MARC, AT&T will offer to adjust the affected MARC to reflect Customer's reduced usage of Services (with a corresponding adjustment to the prices, credits or discounts available at the reduced MARC level). If the parties reach agreement on a revised MARC, AT&T and Customer will amend the affected Pricing Schedule prospectively. This Section 4.8 will not apply to a change resulting from Customer's decision to use service providers other than AT&T. Customer will provide AT&T notice of the conditions Customer believes will require the application of this provision. This provision does not constitute a waiver of any charges, including monthly recurring charges and shortfall charges, Customer incurs prior to amendment of the affected Pricing Schedule. (b) If Customer, through merger, consolidation, acquisition or otherwise, acquires a new business or operation, Customer and AT&T may agree in writing to include the new business or operation under this Agreement. Such agreement will specify the impact, if any, of such addition on Customer's MARC or other volume or growth discounts and on Customer's attainment thereof. 5. CONFIDENTIAL INFORMATION 5.1 Confidential Information. Confidential Information means: (a) information the parties or their Affiliates share with each other in connection with this Agreement or in anticipation of providing Services under this Agreement (including pricing or other proposals), but only to the extent identified as Confidential Information in writing; and (b) except as may be required by applicable law or regulation, the terms of this Agreement. 5.2 Obligations. A disclosing party's Confidential Information will, for a period of 3 years following its disclosure to the other party (except in the case of software, for which the period is indefinite): (a) not be disclosed, except to the receiving party's employees, agents and contractors having a need -to -know (but only if such agents and contractors are not direct competitors of the other party and agree in writing to use and disclosure restrictions as restrictive as this Section 5) or to the extent authorized to be revealed by law, governmental authority or legal process (but only if such disclosure is limited to that which is so authorized and prompt notice is provided to the disclosing party to the extent practicable and not prohibited by law, governmental authority or legal process); (b) be held in confidence; and (c) be used only for purposes of using the Services, evaluating proposals for new services or performing this Agreement (including in the case of AT&T to detect fraud, to check quality and to operate, maintain and enhance the network and Services). 5.3 Exceptions. The restrictions in this Section 5 will not apply to any information that: (a) is independently developed by the receiving party without use of the disclosing party's Confidential Information; (b) is lawfully received by the receiving party free of any obligation to keep it confidential; or (c) becomes generally available to the public other than by breach of this Agreement. 5.4 Privacy. Each party is responsible for complying with the privacy laws applicable to its business. AT&T shall require its personnel, agents and contractors around the world who process Customer Personal Data to protect Customer Personal Data in accordance with the data protection laws and regulations applicable to AT&T's business. If Customer does not want AT&T to comprehend Customer data to which it may have access in performing Services, Customer must encrypt such data so that it will be unintelligible. Customer is responsible for obtaining consent from and giving notice to its Users, employees and agents regarding Customer's and AT&T's collection and use of the User, employee or agent information in connection with a Service. Customer will only make accessible or provide Customer Personal Data to AT&T when it has the legal authority to do so. Unless otherwise directed by Customer in writing, if AT&T designates a dedicated account representative as Customer's primary contact with AT&T, Customer authorizes that representative to discuss and disclose Customer's customer proprietary network information to any employee or agent of Customer without a need for further authentication or authorization. 6. LIMITATIONS OF LIABILITY AND DISCLAIMERS 6.1 Limitation of Liability. (a) EITHER PARTY'S ENTIRE LIABILITY AND THE OTHER PARTY'S EXCLUSIVE REMEDY FOR DAMAGES ON ACCOUNT OF ANY CLAIM ARISING OUT OF AND NOT DISCLAIMED UNDER THIS AGREEMENT SHALL BE: (i) FOR BODILY INJURY, DEATH OR DAMAGE TO REAL PROPERTY OR TO TANGIBLE PERSONAL PROPERTY PROXIMATELY CAUSED BY A PARTY'S NEGLIGENCE, PROVEN DIRECT DAMAGES; (ii) FOR BREACH OF SECTION 5 (Confidential Information), SECTION 10.1 (Publicity) OR SECTION 10.2 (Trademarks), PROVEN DIRECT DAMAGES; (iii) FOR ANY THIRD -PARTY CLAIMS, THE REMEDIES AVAILABLE UNDER SECTION 7 (Third Party Claims); (iv) FOR CLAIMS ARISING FROM THE OTHER PARTY'S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, PROVEN DAMAGES; OR (v) FOR CLAIMS OTHER THAN THOSE SET FORTH IN SECTION 6.1(a)(i)-(iv), PROVEN DIRECT DAMAGES NOT TO EXCEED, ON A PER CLAIM OR AGGREGATE BASIS DURING ANY TWELVE (12) MONTH PERIOD, AN AMOUNT EQUAL TO THE TOTAL NET CHARGES INCURRED BY CUSTOMER FOR THE AFFECTED SERVICE IN THE RELEVANT COUNTRY DURING THE THREE (3) MONTHS PRECEDING THE MONTH IN WHICH THE CLAIM AROSE. ua_ver_iii.doc AT&T and Customer Confidential Information Page 4 of 9 UA VER III 11/16/2012 jm67933 082916 SR 1-4TYNGSF NRLR MASTER AGREEMENT (b) EXCEPT AS SET FORTH IN SECTION 7 (Third Party Claims) OR IN THE CASE OF A PARTY'S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, NEITHER PARTY WILL BE LIABLE TO THE OTHER PARTY FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, PUNITIVE, RELIANCE OR SPECIAL DAMAGES, INCLUDING WITHOUT LIMITATION DAMAGES FOR LOST PROFITS, ADVANTAGE, SAVINGS OR REVENUES OR FOR INCREASED COST OF OPERATIONS. (c) THE LIMITATIONS IN THIS SECTION 6 SHALL NOT LIMIT CUSTOMER'S RESPONSIBILITY FOR THE PAYMENT OF ALL PROPERLY DUE CHARGES UNDER THIS AGREEMENT. 6.2 Disclaimer of Liability. AT&T WILL NOT BE LIABLE FOR ANY DAMAGES ARISING OUT OF OR RELATING TO: INTEROPERABILITY, ACCESS OR INTERCONNECTION OF THE SERVICES WITH APPLICATIONS, DATA, EQUIPMENT, SERVICES, CONTENT OR NETWORKS PROVIDED BY CUSTOMER OR THIRD PARTIES; SERVICE DEFECTS, SERVICE LEVELS, DELAYS OR ANY SERVICE ERROR OR INTERRUPTION, INCLUDING INTERRUPTIONS OR ERRORS IN ROUTING OR COMPLETING ANY 911 OR OTHER EMERGENCY RESPONSE CALLS OR ANY OTHER CALLS OR TRANSMISSIONS (EXCEPT FOR CREDITS EXPLICITLY SET FORTH IN THIS AGREEMENT); LOST OR ALTERED MESSAGES OR TRANSMISSIONS; OR UNAUTHORIZED ACCESS TO OR THEFT, ALTERATION, LOSS OR DESTRUCTION OF CUSTOMER'S (OR ITS AFFILIATES', USERS' OR THIRD PARTIES') APPLICATIONS, CONTENT, DATA, PROGRAMS, INFORMATION, NETWORKS OR SYSTEMS. 6.3 Purchased Equipment and Vendor Software Warranty. AT&T shall pass through to Customer any warranties for Purchased Equipment and Vendor Software available from the manufacturer or licensor. The manufacturer or licensor, and not AT&T, is responsible for any such warranty terms and commitments. ALL SOFTWARE AND PURCHASED EQUIPMENT IS OTHERWISE PROVIDED TO CUSTOMER ON AN "AS IS" BASIS. 6.4 Disclaimer of Warranties. AT&T MAKES NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, SPECIFICALLY DISCLAIMS ANY REPRESENTATION OR WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE OR NON -INFRINGEMENT AND SPECIFICALLY DISCLAIMS ANY WARRANTY ARISING BY USAGE OF TRADE OR BY COURSE OF DEALING. FURTHER, AT&T MAKES NO REPRESENTATION OR WARRANTY THAT TELEPHONE CALLS OR OTHER TRANSMISSIONS WILL BE ROUTED OR COMPLETED WITHOUT ERROR OR INTERRUPTION (INCLUDING CALLS TO 911 OR ANY SIMILAR EMERGENCY RESPONSE NUMBER) AND MAKES NO GUARANTEE REGARDING NETWORK SECURITY, THE ENCRYPTION EMPLOYED BY ANY SERVICE, THE INTEGRITY OF ANY DATA THAT IS SENT, BACKED UP, STORED OR SUBJECT TO LOAD BALANCING OR THAT AT&T'S SECURITY PROCEDURES WILL PREVENT THE LOSS OR ALTERATION OF OR IMPROPER ACCESS TO CUSTOMER'S DATA AND INFORMATION. 6.5 Application and Survival. The disclaimer of warranties and limitations of liability set forth in this Agreement will apply regardless of the form of action, whether in contract, equity, tort, strict liability or otherwise, of whether damages were foreseeable and of whether a party was advised of the possibility of such damages and will apply so as to limit the liability of each party and its Affiliates and their respective employees, directors, subcontractors and suppliers. The limitations of liability and disclaimers set out in this Section 6 will survive failure of any exclusive remedies provided in this Agreement. THIRD PARTY CLAIMS 7.1 AT&T's Obligations. AT&T agrees at its expense to defend and either to settle any third -party claim against Customer, its Affiliates and its and their respective employees and directors or to pay all damages that a court finally awards against such parties for a claim alleging that a Service provided to Customer under this Agreement infringes any patent, trademark, copyright or trade secret, but not where the claimed infringement arises out of or results from: (a) Customer's, its Affiliate's or a User's content; (b) modifications to the Service by Customer, its Affiliate or a third party, or combinations of the Service with any non -AT&T services or products by Customer or others; (c) AT&T's adherence to Customer's or its Affiliate's written requirements; or (d) use of a Service in violation of this Agreement. 7.2 Customer's Obligations. Customer agrees at its expense to defend and either to settle any third -party claim against AT&T, its Affiliates and its and their respective employees, directors, subcontractors and suppliers or to pay all damages that a court finally awards against such parties for a claim that: (a) arises out of Customer's, its Affiliate's or a User's access to or use of the Services and the claim is not the responsibility of AT&T under Section 7.1; (b) alleges that a Service infringes any patent, trademark, copyright or trade secret and falls within the exceptions in Section 7.1; or (c) alleges a breach by Customer, its Affiliate or a User of a Software license agreement. 7.3 Infringing Services. Whenever AT&T is liable under Section 7.1, AT&T may at its option either procure the right for Customer to continue using, or may replace or modify, the Service so that it is non -infringing. 7.4 Notice and Cooperation. The party seeking defense or settlement of a third -party claim under this Section 7 will provide notice to the other party promptly upon learning of any claim for which defense or settlement may be sought, but failure to do so will have no effect except to the extent the other party is prejudiced by the delay. The party seeking defense or settlement will allow the other party to control the defense and settlement of the claim and will reasonably cooperate with the defense. The defending party will use counsel reasonably experienced in the subject matter at issue and will not settle a claim without the written consent of the party being defended, which consent will not be unreasonably withheld or delayed, except that no consent will be required to settle a claim where relief against the party being defended is limited to monetary damages that are paid by the defending party under this Section 7. 7.5 AT&T's obligations under Section 7.1 shall not extend to actual or alleged infringement or misappropriation of intellectual property based on Purchased Equipment, Software, or Third -Party Services. ua_ver_iii.doc UA VER 111 11/16/2012 AT&T and Customer Confidential Information Page 5 of 9 jm67933 082916 SR 1-4TYNGSF NRLR A-1t;GT[C17:T# WZ11ir 8. SUSPENSION AND TERMINATION 8.1 Termination of Agreement. This Agreement may be terminated immediately upon notice by either party if the other party becomes insolvent, ceases operations, is the subject of a bankruptcy petition, enters receivership or any state insolvency proceeding or makes an assignment for the benefit of its creditors. 8.2 Termination or Suspension. The following additional termination provisions apply: (a) Material Breach. If either party fails to perform or observe any material warranty, representation, term or condition of this Agreement, including non-payment of charges, and such failure continues unremedied for 30 days after receipt of notice, the aggrieved party may terminate (and AT&T may suspend and later terminate) the affected Service Components and, if the breach materially and adversely affects the entire Agreement, terminate (and AT&T may suspend and later terminate) the entire Agreement. (b) Materially Adverse Impact. If AT&T revises a Service Publication, the revision has a materially adverse impact on Customer and AT&T does not effect revisions that remedy such materially adverse impact within 30 days after receipt of notice from Customer, then Customer may, as Customer's sole remedy, elect to terminate the affected Service Components on 30 days' notice to AT&T, given not later than 90 days after Customer first learns of the revision to the Service Publication. "Materially adverse impacts" do not include changes to non -stabilized pricing, changes required by governmental authority, or assessment of or changes to additional charges such as surcharges or taxes. (c) Internet Services. If Customer fails to rectify a violation of the AUP within 5 days after receiving notice from AT&T, AT&T may suspend the affected Service Components. AT&T reserves the right, however, to suspend or terminate immediately when: (i) AT&T's suspension or termination is in response to multiple or repeated AUP violations or complaints; (ii) AT&T is acting in response to a court order or governmental notice that certain conduct must be stopped; or (iii) AT&T reasonably determines that (a) it may be exposed to sanctions, liability, prosecution or other adverse consequences under applicable law if AT&T were to allow the violation to continue; (b) such violation may harm or interfere with the integrity, normal operations or security of AT&T's network or networks with which AT&T is interconnected or may interfere with another customer's use of AT&T services or the Internet; or (c) such violation otherwise presents an imminent risk of harm to AT&T, AT&T's customers or its or their respective employees. (d) Fraud or Abuse. AT&T may terminate or suspend an affected Service or Service Component and, if the activity materially and adversely affects the entire Agreement, terminate or suspend the entire Agreement, immediately by providing Customer with as much advance notice as is reasonably practicable under the circumstances if Customer, in the course of breaching the Agreement: (i) commits a fraud upon AT&T; (ii) uses the Service to commit a fraud upon another party; (iii) unlawfully uses the Service; (iv) abuses or misuses AT&T's network or Service; or (v) interferes with another customer's use of AT&T's network or services. (e) Infringing Services. If the options described in Section 7.3 (Infringing Services) are not reasonably available, AT&T may at its option terminate the affected Services or Service Components without liability other than as stated in Section 7.1 (AT&T's Obligations). (f) Hazardous Materials. If AT&T encounters any Hazardous Materials at the Site, AT&T may terminate the affected Services or Service Components or may suspend performance until Customer removes and remediates the Hazardous Materials at Customer's expense in accordance with applicable law. 8.3 Effect of Termination. (a) Termination or suspension by either party of a Service or Service Component does not waive any other rights or remedies a party may have under this Agreement and will not affect the rights and obligations of the parties regarding any other Service or Service Component. (b) If a Service or Service Component is terminated, Customer will pay all amounts incurred prior to the effective date of termination. 8.4 Termination Charges. (a) If Customer terminates this Agreement or an affected Service or Service Component for cause in accordance with the Agreement or if AT&T terminates a Service or Service Component other than for cause, Customer will not be liable for the termination charges set forth in this Section 8.4. (b) If Customer or AT&T terminates a Service or Service Component prior to Cutover other than as set forth in Section 8.4(a), Customer (i) will pay any pre -Cutover termination or cancellation charges set out in a Pricing Schedule or Service Publication, or (ii) in the absence of such specified charges, will reimburse AT&T for time and materials incurred prior to the effective date of termination, plus any third party charges resulting from the termination. (c) If Customer or AT&T terminates a Service or Service Component after Cutover other than as set forth in Section 8.4(a), Customer will pay applicable termination charges as follows: (i) 50% (unless a different amount is specified in the Pricing Schedule) of any unpaid recurring charges for the terminated Service or Service Component attributable to the unexpired portion of an applicable Minimum Payment Period; (ii) if termination occurs before the end of an applicable Minimum Retention Period, any associated credits or waived or unpaid non-recurring charges; and (iii) any charges incurred by AT&T from a third party (i.e., ua_ver_iii.doc UA VER 111 11/16/2012 AT&T and Customer Confidential Information Page 6 of 9 jm67933 082916 SR 1-4TYNGSF NRLR MASTER AGREEMENT not an AT&T Affiliate) due to the termination. The charges set forth in Sections 8.4(c)(i) and (ii) will not apply if a terminated Service Component is replaced with an upgraded Service Component at the same Site, but only if the Minimum Payment Period or Minimum Retention Period, as applicable, (the "Minimum Period") and associated charge for the replacement Service Component are equal to or greater than the corresponding Minimum Period and associated charge for the terminated Service Component, respectively, and if the upgrade is not restricted in the applicable Service Publication. (d) In addition, if Customer terminates a Pricing Schedule that has a MARC, Customer will pay an amount equal to 50% of the unsatisfied MARC for the balance of the Pricing Schedule Term. 9. IMPORTIEXPORT CONTROL Neither party will use, distribute, transfer or transmit any equipment, services, software or technical information provided under this Agreement (even if incorporated into other products) except in compliance with all applicable import and export laws, conventions and regulations. 10. MISCELLANEOUS PROVISIONS 10.1 Publicity. Neither party may issue any public statements or announcements relating to the terms of this Agreement or to the provision of Services without the prior written consent of the other party. 10.2 Trademarks. Each party agrees not to display or use, in advertising or otherwise, any of the other party's trade names, logos, trademarks, service marks or other indicia of origin without the other party's prior written consent, which consent may be revoked at any time by notice. 10.3 Independent Contractor. Each party is an independent contractor. Neither party controls the other, and neither party nor its Affiliates, employees, agents or contractors are Affiliates, employees, agents or contractors of the other party. 10.4 Force Majeure. Except for payment of amounts due, neither party will be liable for any delay, failure in performance, loss or damage due to fire, explosion, cable cuts, power blackout, earthquake, flood, strike, embargo, labor disputes, acts of civil or military authority, war, terrorism, acts of God, acts of a public enemy, acts or omissions of carriers or suppliers, acts of regulatory or governmental agencies or other causes beyond such party's reasonable control. 10.5 Amendments and Waivers. Any supplement to or modification or waiver of any provision of this Agreement must be in writing and signed by authorized representatives of both parties. A waiver by either party of any breach of this Agreement will not operate as a waiver of any other breach of this Agreement. 10.6 Assignment and Subcontracting. (a) Customer may, without AT&T's consent but upon notice to AT&T, assign in whole or relevant part its rights and obligations under this Agreement to a Customer Affiliate. AT&T may, without Customer's consent, assign in whole or relevant part its rights and obligations under this Agreement to an AT&T Affiliate. In no other case may this Agreement be assigned by either party without the prior written consent of the other party (which consent will not be unreasonably withheld or delayed). In the case of any assignment, the assigning party shall remain financially responsible for the performance of the assigned obligations. (b) AT&T may subcontract to an Affiliate or a third party work to be performed under this Agreement but will remain financially responsible for the performance of such obligations. (c) In countries where AT&T does not have an Affiliate to provide a Service, AT&T may assign its rights and obligations related to such Service to a local service provider, but AT&T will remain responsible to Customer for such obligations. In certain countries, Customer may be required to contract directly with the local service provider. 10.7 Severability. If any portion of this Agreement is found to be invalid or unenforceable or if, notwithstanding Section 10.11 (Governing Law), applicable law mandates a different interpretation or result, the remaining provisions will remain in effect and the parties will negotiate in good faith to substitute for such invalid, illegal or unenforceable provision a mutually acceptable provision consistent with the original intention of the parties. 10.8 Injunctive Relief. Nothing in this Agreement is intended to or should be construed to prohibit a party from seeking preliminary or permanent injunctive relief in appropriate circumstances from a court of competent jurisdiction. 10.9 Legal Action. Any legal action arising in connection with this Agreement must be filed within two (2) years after the cause of action accrues, or it will be deemed time-barred and waived. The parties waive any statute of limitations to the contrary. 10.10 Notices. Any required notices under this Agreement shall be in writing and shall be deemed validly delivered if made by hand (in which case delivery will be deemed to have been effected immediately), or by overnight mail (in which case delivery will be deemed to have been effected one (1) business day after the date of mailing), or by first class pre -paid post (in which case delivery will be deemed to have been effected five (5) days after the date of posting), or by facsimile or electronic transmission (in which case delivery will be deemed to have been effected on the day the transmission was sent). Any such notice shall be sent to the office of the recipient set forth on the cover page of this Agreement or to such other office or recipient as designated in writing from time to time. 10.11 Governing Law. This Agreement will be governed by the law of the State of Georgia, without regard to its conflict of law principles, unless a regulatory agency with jurisdiction over the applicable Service applies a different law. The United Nations Convention on Contracts for International Sale of Goods will not apply. ua_ver_iii.doc UA VER III 11/16/2012 AT&T and Customer Confidential Information Page 7 of 9 jm67933 082916 SR 1-4TYNGSF NRLR MASTER AGREEMENT 10.12 Compliance with Laws. Each party will comply with all applicable laws and regulations and with all applicable orders issued by courts or other governmental bodies of competent jurisdiction. 10.13 No Third Party Beneficiaries. This Agreement is for the benefit of Customer and AT&T and does not provide any third party (including Users) the right to enforce it or to bring an action for any remedy, claim, liability, reimbursement or cause of action or any other right or privilege. 10.14 Survival. The respective obligations of Customer and AT&T that by their nature would continue beyond the termination or expiration of this Agreement, including the obligations set forth in Section 5 (Confidential Information), Section 6 (Limitations of Liability and Disclaimers) and Section 7 (Third Party Claims), will survive such termination or expiration. 10.15 Agreement Language. The language of this Agreement is English. If there is a conflict between this Agreement and any translation, the English version will take precedence. 10.16 Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to its subject matter. Except as provided in Section 2.4 (License and Other Terms), this Agreement supersedes all other agreements, proposals, representations, statements and understandings, whether written or oral, concerning the Services or the rights and obligations relating to the Services, and the parties disclaim any reliance thereon. This Agreement will not be modified or supplemented by any written or oral statements, proposals, representations, advertisements, service descriptions or purchase order forms not expressly set forth in this Agreement. 11. E -Verify 11.1. Employment of Unauthorized Aliens Prohibited; E -Verify Affidavits Required. (a) Compliance with the requirements of O.C.G.A. § 13-10-91 and Georgia Department of Labor Rule 300-10-1-.02 are conditions of this Agreement. (b) AT&T agrees that the employee -number category designated below is applicable to AT&T: 500 or more employees. 100 or more employees. Fewer than 100 employees. (c) If AT&T employs or contracts with any subcontractor(s) in connection with this Agreement, AT&T will secure from the subcontractor(s) such subcontractor(s') indication of the employee -number category applicable to the subcontractor. (d) AT&T's compliance with the requirements of O.C.G.A. § 13-10-91 and Georgia Department of Labor Rule 300-10-1-.02 shall be attested by the execution of a Contractor Affidavit and Agreement (a form of which is attached hereto marked Exhibit 1), which document will be attached to, and become a part of, this Agreement. (e) If AT&T employs or contracts with any subcontractor(s) in connection with this Agreement, AT&T will secure from such subcontractor(s) attestation of the subcontractor's compliance with O.C.G.A. § 13-10-91 and Georgia Department of Labor Rule 300-10-1-.02 by the subcontractor's execution of a Subcontractor Affidavit (a form of which is attached hereto marked Exhibit 2), and maintain records of such attestation for inspection by the City at any time. Such Subcontractor Affidavit shall become a part of the AT&T/subcontractor agreement. 11.2. Nondiscrimination. In accordance with Title VI of the Civil Rights Act, as amended, 42 U.S.C. § 2000d, section 303 of the Age Discrimination Act of 1975, as amended, 42 U.S.C. § 6102, section 202 of the Americans with Disabilities Act of 1990, 42 U.S.C. § 12132, and all other provisions of Federal law, AT&T agrees that, during performance of this Agreement, AT&T, for itself, its assignees and successors in interest, will not discriminate against any employee or applicant for employment, any subcontractor, or any supplier because of race, color, creed, national origin, gender, age or disability. In addition, AT&T agrees to comply with all applicable implementing regulations and shall include the provisions of this Section in every subcontract for services contemplated under this Agreement. 12. DEFINITIONS "Affiliate" of a party means any entity that controls, is controlled by or is under common control with such party. "API" means an application program interface used to make a resources request from a remote implementer program. An API may include coding, specifications for routines, data structures, object classes, and protocols used to communicate between programs. "AT&T Software" means software, including APIs, and all associated written and electronic documentation and data owned by AT&T and licensed by AT&T to Customer. AT&T Software does not include software that is not furnished to Customer. ua_ver_iii.doc UA VER 111 11/16/2012 AT&T and Customer Confidential Information Page 8 of 9 im67933 082916 SR 1-4TYNGSF NRLR MASTER AGREEMENT "Customer Personal Data" means information that identifies an individual, that Customer directly or indirectly makes accessible to AT&T and that AT&T collects, holds or uses in the course of providing the Services. "Cutover" means the date Customer's obligation to pay for Services begins. "Effective Date" of a Pricing Schedule means the date on which the last party signs the Pricing Schedule unless a later date is required by regulation or law. "MARC -Eligible Charges" means the recurring and usage charges (including amounts calculated from unpaid charges that are owed under Section 8.4(c)(i)), after deducting applicable discounts and credits (other than outage or SLA credits), that AT&T charges Customer for the Services identified in the applicable Pricing Schedule as MARC -contributing. The following are not MARC -Eligible Charges: (a) charges for or in connection with Customer's purchase of equipment; (b) taxes; and (c) charges imposed in connection with governmentally imposed costs or fees (such as USF, PICC, payphone service provider compensation, E911 and deaf relay charges). "Minimum Payment Period" means the Minimum Payment Period identified for a Service Component in a Pricing Schedule or Service Publication during which Customer is required to pay recurring charges for the Service Component. "Minimum Retention Period" means the Minimum Retention Period identified for a Service Component in a Pricing Schedule or Service Publication during which Customer is required to maintain service to avoid the payment (or repayment) of certain credits, waived charges or amortized charges. "Purchased Equipment" means equipment or other tangible products Customer purchases under this Agreement, including any replacements of Purchased Equipment provided to Customer. Purchased Equipment also includes any.internal code required to operate such Equipment. Purchased Equipment does not include Software but does include any physical media provided to Customer on which Software is stored. "Service Component" means an individual component of a Service provided under this Agreement. "Service Publications" means Tariffs, Guidebooks, Service Guides and the AUP. "Site" means a physical location, including Customer's collocation space on AT&T's or its Affiliate's or subcontractor's property, where AT&T installs or provides a Service. "Software" means AT&T Software and Vendor Software. "Third -Party Service" means a service provided directly to Customer by a third party under a separate agreement between Customer and the third party. "Vendor Software" means software, including APIs, and all associated written and electronic documentation and data AT&T furnishes to Customer, other than AT&T Software. ua_ver_iii.doc UA VER 111 11/16/2012 AT&T and Customer Confidential Information Page 9 of 9 jm67933 082916 SR 1-4TYNGSF NRLR 20190611-4057 153709UA SB616H Laura Morales 12 Jun 2019 Contract Specialist CGI Amendment # _1_ to MASTER AGREEMENT CUSTOM TERMS AND CONDITIONS The parties agree to modify the terms and conditions of the Diaster Agreement, upon the date this Amendment is signed by both parties, as follows: 1A. Article 8 SUSPENSION AND TERMINATION Section 8.5 is added as follows: 8.5. Non -Appropriations of Funding. If Customer is a government agency dependent entirely on government funding, by executing this Agreement, Customer warrants that Customer has funds appropriated and available to pay all amounts due hereunder through the end of Customer's current fiscal period. Customer further agrees to use reasonable efforts to obtain all appropriations and funding necessary to pay for the Services for each subsequent fiscal period through the end of the applicable Minimum Payment Period. In the event Customer is unable to obtain the necessary appropriations or funding for the Services provided under this Agreement, Customer may terminate the Services without liability for the Termination Charges set forth in section 8 (Suspension and Termination) upon the following conditions: (i) Customer has taken .all actions necessary to obtain adequate appropriations or funding; (ii) despite Customer's best efforts funds have not been appropriated and are otherwise unavailable to pay for the Services; and (iii) Customer has negotiated in good faith with AT&T to develop revised terms, an alternative payment schedule or a new agreement to accommodate Customer's budget. Customer must provide AT&T thirty (30) days' written notice of its intent to terminate the Services under this section. Termination of the Services for failure to obtain necessary appropriations or funding shall be effective as of the last day for which funds were appropriated or othenvise made available. If Customer terminates the Services under this Agreement under this section; Customer agrees as follows: (i) it will pay all amounts due for Services incurred through date of termination, and reimburse all unrecovered non-recurring charges; and (ii) it will not contract with any other provider for the same or substantially similar services or equipment for a period equal to the original Minimum Payment Period for such Service(s). Amendment P 1 AT&T and Customer Confidential Information MOB RC)Mr 1-AH+1TlzNn WR I-AL7.KMN(3 Page 2 of 2 W9165 05232419 CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 28, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Approval of an Agreement between the City of Milton, Georgia and Invoice Cloud for Electronic Payment Processing Services MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: EE9D5D09-14A8-4862-9693-E7102CAFDE12 X X X X June 1, 2020 To: Honorable Mayor and City Council Members From: Stacey Inglis, Assistant City Manager Date: Submitted on May 26, 2020 for the June 1, 2020 Regular City Council Meeting Agenda Item: Approval of an Agreement between City of Milton, Georgia and Invoice Cloud for Electronic Payment Processing Services _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: Invoice Cloud is a secure web-based electronic payment processing solution that fully integrates with our new permitting software, CityView. With full integration, the payment invoicing and processing will flow seamlessly between CityView and Invoice Cloud. This creates a more efficient workflow that cuts out double entries between the payment processor and the software and reduces potential errors. Other benefits of moving to Invoice Cloud is a lower convenience fee to the end-user (down from 3% to 2.95%) and having the option of paying via ACH/EFT (for a fee of $2.95 per transaction). Funding and Fiscal Impact: The service fee will be charged directly to the customer, which is the same method we are currently using. No change to the funding impact. Alternatives: None. Legal Review: Jeff Strickland, Jarrard & Davis (May 26, 2020) Concurrent Review: Steve Krokoff, City Manager Attachment(s): Biller Agreement and Boarding Documents DocuSign Envelope ID: 17DFD803-7A34-4E4B-91E4-457CD218ED9E Biller Agreement Biller Agreement Rev 4.2 The complete Biller Agreement includes the Biller Order Form, the Online Terms and Conditions and this Agreement P a g e | 1 1. License Grant & Restrictions. Subject to execution by Biller of the Invoice Cloud Biller Order Form incorporating this Agreement, Invoice Cloud hereby grants Biller a non-exclusive, non-transferable, worldwide right to use the Service described on the Biller Order Form until termination as provided herein, solely for the following purposes, and specifically to bill and receive payment from Biller’s own customers, for Services that are referenced in the Biller Order Form. All rights not expressly granted to Biller are reserved by Invoice Cloud and its licensors. Biller will provide to Invoice Cloud all Biller Data generated for Biller’s Customers. Unless otherwise expressly agreed to in writing by Invoice Cloud to the contrary, Invoice Cloud will process all of Biller’s Customers’ Payment Instrument Transactions requirements rel ated to the Biller Data and will do so via electronic data transmission according to our formats and procedures for each electronic payment type selected in the Biller Order Form. In addition, Biller will sign all third-party applications and agreements required for the Service including without limitation payment and credit card processing agreements and merchant agreements. For invoice types listed on the Order Form (e.g. real estate taxes, utility bills, parking tickets, insurance premium, loans, etc.), Biller will not use the credit card processing, ACH or check processing of any bank, payment processor, entity, or person, other than Invoice Cloud via electronic data transmission or the authorization for processing of Biller’s Customers’ Payment Instrument Transactions for each electronic payment type selected in the Biller Order Form throughout the term of this Agreement. Biller shall not: (i) license, sublicense, sell, resell, transfer, assign, distribute or otherwise commercially exploit or make ava ilable to any third party the Service in any way; (ii) modify or make derivative works based upon the Service; (iii) Recreate, "frame" or "mirror " any portion of the Service on any other server or wireless or Internet-based device; (iv) reverse engineer or access the Service; or (v) copy any features, functions or graphics of the Service. 2. Privacy & Security. Invoice Cloud's privacy and security policies may be viewed at http://www.invoicecloud.com/privacy.html. Invoice Cloud reserves the right to modify its privacy and security policies in its reasonable discretion from time to time which modification shall not materially adversely impact such policies. Invoice Cloud will maintain compliance with current required Payment Card Industry (PCI) standards and Cardholder Information Security standards. 3. Account Information and Data. Invoice Cloud does not and will not own any Customer Data, in the course of providing the Service. Biller, not Invoice Cloud, shall have sole responsibility for the accuracy, quality, integrity, legality, and reliability of, and obtaining the intellectual property rights to use and process all Customer Data. In the event this Agreement is terminated, Invoice Cloud will make available to Biller a file of the Customer Data within 30 days of termination of this Agreement (or at a later time if required by applicable law), if Biller so requests at the time of termination. Invoice Cloud reserves the right to remove and/or discard Customer Data with 30 days’ notice except as prohibited by applicable law or in the event of exigent circumstances which makes prior notice impracticable, and in which case, notice will be provided promptly thereafter. 4. Confidentiality / Intellectual Property Ownership. Invoice Cloud agrees that it may be furnished with or otherwise have access to Customer Data that the Biller’s customers consider confidential. Invoice Cloud agrees to secure and protect the Customer Data in a manner consistent with the maintenance of Invoice Cloud’s own Confidential Information, using at least as great a degree of care as it uses to maintain the confidentiality of its own confidential information, but in no event use less than commercially reasonable measures. Invoice Cloud will not sell, transfer, publish, disclose, or otherwise make available any portion of the Customer Data to third parties, except as required to perform the Services under this Agreement or otherwise required by applicable law. Invoice Cloud (and its licensors, where applicable) owns all right, title and interest, including all related Intellectual Property Rights, in and to the Invoice Cloud Technology, the Content and the Service and any enhancement requests, feedback, integration components , suggestions, ideas, and application programming interfaces, recommendations or other information provided by Biller or any other party relating t o the Service. In the event any such intellectual property rights in the Invoice Cloud Technology, the Content or the Service do not fall within the specifically enumerated works that constitute works made for hire under applicable copyright laws or are deemed to be owned by Invoice Cloud, Biller hereby irrevocably, expressly and automatically assigns all right, ti tle and interest worldwide in and to such intellectual property rights to Invoice Cloud. The Invoice Cloud name, the Invoice Cloud logo, and the product names associated with the Service are trademarks of Invoice Cloud or third parties, and no right or lic ense is granted to use them. Biller agrees that during the course of using or gaining access to the Service (or components thereof) it may be furnished wi th or otherwise have access to information that Invoice Cloud considers to be confidential including but not limited to Invoice Cloud Technology, customer and/or prospective customer information, product features and plans, marketing/sales collateral, pricing and financial information of the parties which are hereby deemed to be Invoice Cloud Confidential Information, or any other information that by its very nature constitutes information of a type that any reasonable business person would conclude was intended by Invoice Cloud to be treated as proprietary, conf idential, or private (the “Confidential Information”). Biller agrees to secure and protect the Confidential Information in a manner consistent with the maintenance of Invoice Cloud’s rights therein, using at least as great a degree of care as it uses to maintain the confidenti ality of its own confidential information, but in no event use less than reasonable efforts. Biller will not sell, transfer, publish, disclose, or otherwise make available any portion of the Confidential Information of the other party to third parties (and will ensure that its employee and agents abide by the requirements hereof), except as expressly authorized in this Agreement or otherwise required by applicable law. Biller Agreement Biller Agreement Rev 4.2 The complete Biller Agreement includes the Biller Order Form, the Online Terms and Conditions and this Agreement P a g e | 2 5. Billing and Renewal. Invoice Cloud fees for the Service are provided on the Biller Order Form. Invoice Cloud's fees are exclusive of all taxes, levies, or duties imposed by taxing authorities, Invoice Cloud may assess and/or collect such taxes, levies, or duties against Biller and Biller shall be responsible for payment of all such taxes, levies, or duties, excluding only United States (federal or state) taxes based solely on Invoice Cloud's income. All payment obligations are non -cancellable and all amounts or fees paid are non-refundable. Unless Invoice Cloud in its discretion determines otherwise, all fees will be billed in U.S. dollars. If Biller believes Biller’s bill or payment is incorrect, Biller must provide written notice to Invoice Cloud within 60 days of the earlier of the invoice date, or the date of payment, with respect to the amount in question to be eligible to receive an adjustment or credit; otherwise such bill or payment is deemed correct. Invoice Cloud reserves the right to modify any pricing with respect to fees owed by the Biller upon thirty days written notice to Biller based on increases incurred by Invoice Cloud on fees, assessments, and the like from credit card processers, bank card issuers, payment associations, ACH and check processers. 6. Term and Termination. The initial term of this Agreement shall commence of the execution date of the Biller Order Form and continue for a period of three (3) years after the date that the first transactions are processed through the Service (“Initial Term”) and will automatically renew for each of additional successive three (3) year terms (“Renewal Term”) unless terminated as set forth herein. This Agreement may be terminated by either party effective at the end of the Initial or any Renewal Term by such party providing written notice to the other party of its intent not to renew no less than ninety (90) days prior to the expiration of the then -current term. Additionally, this Agreement may be terminated by either party with cause in the event of a material breach of the terms of this Agreement by the other party and the breach remains uncured for a period of 30 days following receipt of writte n notice by the breaching party. For example, any unauthorized use of the Invoice Cloud Technology or Service by Biller, or its authorized users will be deemed a material breach of this Agreement. Upon any early termination of this Agreement by Invoice Cloud as a result of the breach, Biller shall remain liable for all fees and charges incurred, and all periodic fees owed through the end of the calendar month following the effective date of termination. Upon any termination or expiration of this Agreement, Biller’s password and access will be disabled and Biller will be obligated to pay the balance due on Biller’s account computed in accordance with the Charges and Payment of Fees section above. Biller agrees that Invoice Cloud may charge such unpaid fees to Biller’s Debit Account or credit card or otherwise bill Biller for such unpaid fees. Notwithstanding the provision above, as Biller is a Georgia municipality, and to extent that O.C.G.A. § 36-60-13 so requires, this Agreement shall terminate absolutely and without further obligation on the part of the Biller at the end of the Biller’s fiscal year each year during the Initial Term and/or Renewal Term, and further, this Agreement sha ll automatically renew on the first day of each subsequent Biller fiscal year during the Initial Term and/or Renewal Term, absent the Biller’s provision of written notice of non-renewal to Invoice Cloud at least ninety (90) days prior to the end of the then current fiscal year. Title to any supplies, materials, equipment, or other personal property shall remain in Invoice Cloud unless and until fully paid for by the Biller. Additionally, Invoice Cloud recognizes that City’s engagement and use of Invoice Cloud’s services hereunder is based on Invoice Cloud’s compatibility and operation with CityView permitting software. At any time during the Initial Term or Renewal Term(s) of this Agreement, and after the “go live” date when transactions are processed through the Service, if Invoice Cloud is no longer compatible and/or does not operate with the Biller’s CityView permitting software platform, City may provide notice of early termination to Invoice Cloud , with Invoice Cloud having thirty (30) days to cure such lack of compatibility and if Invoice Cloud fails in that regard, the Biller shall have no further obligation hereunder beyond the stated termination date. 7. Invoice Cloud Responsibilities. Invoice Cloud represents and warrants that it has the legal power and authority to enter into this Agreement. Invoice Cloud warrants that the Service will materially perform the functions that the Biller has selected on the Order Form under normal use and circumstances and that Invoice Cloud shall use commercially reasonable measures with respect to Customer Data to the extent that it retains such, in the operation of the Service; provided that the Biller shall maintain immediately accessible backups of the Customer Data. In addition, Invoice Cloud will, at its own expense, as the sole and exclusive remedy with respect to performance of the Service, correct any Transaction Data to the extent that such errors have been caused by Invoice Cloud or by malfunctions of Invoice Cloud’s processing systems. 8. Limited Warranty EXCEPT AS PROVIDED IN SECTION 7, THE SERVICES AND ALL CONTENT AND TRANSACTION DATA IS PROVIDED WITHOUT ANY EXPRESS, OR IMPLIED WARRANTY, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND ALL OTHER WARRANTIES ARE HEREBY DISCLAIMED TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW BY INVOICE CLOUD AND ITS LICENSORS AND PAYMENT PROCESSORS. INVOICE CLOUD AND ITS LICENSORS AND PAYMENT PROCESSORS DO NOT REPRESENT OR WARRANT THAT (A) THE USE OF THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, OR OPERATE IN COMBINATION WITH ANY OTHER HARDWARE, SOFTWARE, SYSTEM OR DATA, (B) THAT THE SERVICE WILL NOT DELAY IN PROCESSING OR PAYING, OR (C) THE SERVICE WILL MEET REQUIREMENTS WITH RESPECT TO SIZE OR VOLUME. Invoice Cloud's service may be subject to limitations, delays, and other problems inherent in the use of the internet and electronic communications. Invoice cloud is not responsible for any delays, delivery failures, or other damage resulting from such probl ems. 9. Biller’s Responsibilities. Biller represents and warrants that it has the legal power and authority to enter into this Agreement. Biller is responsible for all activity occurring under Biller’s accounts and shall abide by all applicable laws, and regulations in con nection with Biller’s and/or its customers’ and/or any payers’ use of the Service, including those related to data privacy, communications, export or import of data and the transmission of technical, personal or other data. Biller represents and warrants that Biller has not falsely identified itself nor provided any false information to gain access to the Service and that Biller’s billing information is correct. Biller shall: (i) notify Invoice Cloud immediately of any unauthorized use of any password or account or any other known or suspected breach of security; (ii) report to Invoice Cloud and immediately stop any copying or distribution of Content that is known or suspected to be unauthorized by Biller or Biller’s Users; and (iii) obtain consent from Biller’s customers and payers to receive notifications and invoices from Invoice Cloud. Invoice Cloud is not Biller Agreement Biller Agreement Rev 4.2 The complete Biller Agreement includes the Biller Order Form, the Online Terms and Conditions and this Agreement P a g e | 3 responsible for any Biller postings in error due to delayed notification from credit card processor, ACH bank and other relat ed circumstances. Biller agrees and acknowledges that in the event that Biller has access to, receives from, creates, or receives protected health information, or Biller has access to, creates, receives, maintains or transmits on behalf of electronic protected health information (as those terms are defined under the privacy or security regulations issued pursuant to the Health Insurance Portability and Accountability Act o f 1996 (“HIPAA”) and Subtitle D of the Health Information Technology for Economic and Clinical Health Act provisions of the American Recovery and Reinvestment Act of 2009 (“ARRA”), during the performance under this Agreement, it will comply with all such law, regulations and rules related thereto. Biller is required to ensure that it maintains a fair policy with regard to the refund, return or cancellation of services an d adjustment of Transactions. Biller is also required to disclose all refund, return and cancellation policies to Invoice Cloud and any applicable payment processors and Biller’s Customers, as requested. Any change in a return/ cancellation policy must be submitted to Invoice Clo ud, in writing, not less than 21 days prior to the effective date of such change. If Biller allows or is required to provide a price adjustment, or cancellation of services in connection with a Transaction previously processed, Biller will prepare and deliver to Invoice Cloud Transaction Data reflecting such refund/adjustment within 2 days of resolution of the request resulting in such refund/adjustment. The amount of the refund/adjustment cannot exceed the amount shown as the total on the original Transaction Data. Biller may not accept cash or any other payment or consideration from a Customer in return for preparing a refund to be deposited to the Customer’s account; nor may Biller give cash/check re funds to a Customer in connection with a Transaction previously processed, unless required by applicable law . 10. Indemnification. Invoice Cloud shall indemnify and hold Biller, employees, attorneys, and agents, harmless from any losses, liabilities, and damages (including, without limitation, Biller’s costs, and reasonable attorneys’ fees) arising out : (i) failure by Invoice Cloud to implement commercially reasonable measures against the theft of the Customer Data; or (ii) its total failure to deliver funds processed by Invoice Cloud as required hereunder (which relates to payments due from Invoice Cloud for Transaction Data). This indemnification does not apply to any claim or complaint relating to Biller’s failure to resolve a payment dispute concerning debts owed to Biller or Biller’s negligence or willful misconduct or violation of any applicable agreement or law. 11. Fees. Invoice Cloud will not charge fees related to the initial setup, initial implementation and personalization of its standard Service unless a fee is included in the Biller Order Form. Invoice Cloud will charge the Biller or payer fees as provided in the Biller Order Form. In addition, Invoice Cloud reserves the right to charge for changes to the setup, implementation or personalization performed after the completion of initial setup or implementation and any other requested work or changes including the following services, at its then standard rates: • new file/biller set up • template changes • custom reports and other custom development • new bill printer support • invoice file format changes resulting in revision of integration/data translation • re-implementation of a site/system and/or new billing system • payment file revisions • loading pdfs and importing/loading invoices • conversion of biller customer registrations/passwords (post initial implementation) • balance forward of invoices • other out of scope services 12. Limitation of Liability. INVOICE CLOUD’S AGGREGATE LIABILITY SHALL BE UP TO AND NOT EXCEED THE AMOUNTS ACTUALLY PAID BY AND/OR DUE FROM BILLER IN THE TWELVE (12) MONTH PERIOD IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO SUCH CLAIM. IN NO EVENT SHALL INVOICE CLOUD AND/OR ITS LICENSORS BE LIABLE TO ANYONE FOR ANY INDIRECT, PUNITIVE, SPECIAL, EXEMPLARY, INCIDENTAL, CONSEQUENTIAL (INCLUDING LOSS OF DATA, REVENUE, PROFITS, USE OR OTHER ECONOMIC ADVANTAGE) ARISING OUT OF, OR IN ANY WAY CONNECTED WITH THIS SERVICE, EVEN IF THE PARTY FROM WHICH DAMAGES ARE BEING SOUGHT OR SUCH PARTY'S LICENSORS HAVE BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Certain states and/or jurisdictions do not allow the exclusion of implied warranties or limitation of liability for incidental, cons equential or certain other types of damages, so the exclusions set forth above may not apply to Biller. 13. Export Control. The Biller agrees to comply with United States export controls administered by the U.S. Department of Commerce, the United States Department of Treasury Office of Foreign Assets Control, and other U.S. agencies. 14. Notice. Either party may give notice by electronic mail to the other party’s email address (for Biller, that address on record on the Biller Order Form, or by written communication sent by first class mail or pre -paid post to the other party’s address on record in Invoice Cloud’s account information for Biller, and for Invoice Cloud, to Invoice Cloud, Inc., 30 Braintree Hill Office Park, Suite 303, Braintree, MA 02184 Attention: Client Services. Such notice shall be deemed to have been given upon the expiration of 48 hours after mailing or posting (if sent by first class mail or pre-paid post) or 12 hours after sending (if sent by email). Biller Agreement Biller Agreement Rev 4.2 The complete Biller Agreement includes the Biller Order Form, the Online Terms and Conditions and this Agreement P a g e | 4 15. Assignment. This Agreement may not be assigned by either party without the prior written approval of the other party, but may be assigned without such party’s consent to (i) a parent or subsidiary, (ii) an acquirer of assets, or (iii) a successor by merger. Any purported assignment i n violation of this section shall be void. 16. Insurance. Invoice Cloud agrees to maintain in full force and effect during the term of the Agreement, at its own cost, the following co verages: a. Commercial General or Business Liability Insurance with minimum combined single limits of One Mil lion ($1,000,000) each occurrence and Two Million ($2,000,000) general aggregate. b. Umbrella Liability Insurance with minimum combined single limits of Five Million ($5,000,000) each occurrence and Five Millio n ($5,000,000) general aggregate. c. Automobile Liability Insurance with minimum combined single limits for bodily injury and property damage of not less than One Million ($1,000,000) for any one occurrence, with respect to each of the Invoice Cloud’s owned, hired or non -owned vehicles assigned to or used in performance of the Services. d. Errors and Omissions Insurance (Professional Liability and Cyber Insurance) with limits of liability of at least One Million Dollars ($1,000,000) per claim and in the aggregate. 17. Immigration Laws. For Services performed within the United States, Invoice Cloud will assign only personnel who are either citizens of the United States or legally eligible to work in the United States. Invoice Cloud represents and warrants that it has complied and will comply with all applicable immigration laws with respect to the personnel assigned to the Biller. Pursuant to O.C.G.A. § 13-10-91, the Parties shall not enter into a contract for the physical performance of services within Georgia unless Invoice Cloud provides evidence on City-provided forms (attached hereto as Exhibit A and Exhibit B) that Invoice Cloud and its subcontractors have registered with, are authorized t o use, and use the federal work authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines established in O.C.G.A. § 13 -10-91, and that they will continue to use the federal work authorization program throughout the term of this Agreement. 18. Beta Products. In the event that there is any functionality labelled “Beta” on the Biller Order Form, such functionality is provided “AS IS” WITHOUT ANY EXPRESS, OR IMPLIED WARRANTY, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND ALL OTHER WARRANTIES ARE HEREBY DISCLAIMED TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW BY INVOICE CLOUD AND ITS LICENSORS AND PAYMENT PROCESSORS. INVOICE CLOUD’S AGGREGATE LIABILITY WITH RESPECT TO SUCH FUNCTIONALITY SHALL BE UP TO AND NOT EXCEED $10. 19. General. With respect to agreements with municipalities, localities or governmental authorities, this Agreement shall be governed by the law of the state wherein such municipality, locality or governmental authority is established, without regard to the choice or conflicts of law provisions of any jurisdiction. With respect to Billers who are not with municipalities, localities or governmental authorities, this Agreement shall be governed by Massachusetts law and control ling United States federal law, without regard to the choice or conflicts of law provisions of any jurisdiction. No text or information set forth on any other purchase order, preprinted form or document (other than a Biller Order Form, if applicable) shall add to or vary the terms and conditions of this Agreement. If any provision of this Agreement is held by a court of competent jurisdiction to be invalid or unenforceable, then such provision(s) shall be construed, as nearly as possible, to reflect the intentions of the invalid or unenforceable provision(s), with all other provisions remaining in full force and effect. No joint venture, partnership, e mployment, or agency relationship exists between Biller and Invoice Cloud as a result of this agreement or use of the Service. The failure of either party to enforce any right or provision in this Agreement shall not constitute a waiver of such right or provision unless acknowledged and agr eed to by Invoice Cloud in writing. All rights and obligations of the parties in Sections 4, 6, 10, 12, 14, 18 and 19 shall survive termination of this Agreement. This Agreement, together with any applicable Biller Order Form, comprises the entire agreement between Biller and Invoice Cloud and supersedes all prior or contemporaneous negotiations, discussions or agreements, whether written or oral between the parties regarding the subject matter contained herein. Biller agrees that Invoice Cloud can disclose the fact that Biller is a paying customer and the edition of the Service that Biller is using. Additional terms and conditions and definitions applicable to this Agreement and the Biller Order Form are found at www.invoicecloud.com/termsandconditions (the “Biller T+C”) and are agreed to by Invoice Cloud and the Biller. Biller Agreement Biller Agreement Rev 4.2 The complete Biller Agreement includes the Biller Order Form, the Online Terms and Conditions and this Agreement P a g e | 5 EXHIBIT A STATE OF GEORGIA COUNTY OF FULTON CONTRACTOR AFFIDAVIT AND AGREEMENT By executing this affidavit, the undersigned contractor verifies its compliance with O.C.G.A. § 13 -10-91, stating affirmatively that the individual, firm, or corporation which is engaged in the physical performance of services within the State of Georgia on behalf of the City of Milton, Georgia, has registered with, is authorized to use and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines established in O.C.G.A. § 13-10-91. Furthermore, the undersigned contractor will continue to use the federal work authorization program throughout the contract period and the undersigned contractor will contract for the physical performance of services in satisfaction of such contract only with subcontractors who present an affidavit to the contractor with the information required by O.C.G.A. § 13- 10-91(b). Contractor hereby attests that its federal work authorization user identification number and date of authorization are as follows: _________________________________ Federal Work Authorization User Identification Number _________________________________ Date of Authorization Invoice Cloud, Inc., a Delaware corporation Name of Contractor __________________________________ Name of Project City of Milton, Georgia Name of Public Employer I hereby declare under penalty of perjury that the foregoing is true and correct. Executed on ______, ___, 2020, in _____________(city), ______(state). _________________________________ Signature of Authorized Officer or Agent _______________________________ Printed Name and Title of Authorized Officer or Agent SUBSCRIBED AND SWORN BEFORE ME ON THIS THE ______ DAY OF ______________,2020. _________________________________ NOTARY PUBLIC [NOTARY SEAL] My Commission Expires: Biller Agreement Biller Agreement Rev 4.2 The complete Biller Agreement includes the Biller Order Form, the Online Terms and Conditions and this Agreement P a g e | 6 EXHIBIT B STATE OF GEORGIA COUNTY OF FULTON SUBCONTRACTOR AFFIDAVIT By executing this affidavit, the undersigned subcontractor verifies its compliance with O.C.G.A. § 13-10-91, stating affirmatively that the individual, firm or corporation which is engaged in the physical performance of services within the State of Georgia under a contract with Invoice Cloud, Inc., a Delaware corporation, on behalf of the City of Milton, Georgia, has registered with, is authorized to use and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines established in O.C.G.A. § 13-10-91. Furthermore, the undersigned subcontractor will continue to use the federal work authorization program throughout the contract period, and the undersigned subcontractor will contract for the physical performance of services in satisfaction of such contract only with sub-subcontractors who present an affidavit to the subcontractor with the information required by O.C.G.A. § 13-10-91(b). Additionally, the undersigned subcontractor will forward notice of the receipt of an affidavit from a sub-subcontractor to the contractor within five (5) business days of receipt. If the undersigned subcontractor receives notice that a sub - subcontractor has received an affidavit from any other contracted sub-subcontractor, the undersigned subcontractor must forward, within five (5) business days of receipt, a copy of the notice to the contractor. Subcontractor hereby attests that its federal work authorization user identification number and date of authorization are as follows: _________________________________ Federal Work Authorization User Identification Number __________________________________ Date of Authorization __________________________________ Name of Subcontractor __________________________________ Name of Project City of Milton, Georgia Name of Public Employer I hereby declare under penalty of perjury that the foregoing is true and correct. Executed on ______, ___, 2020, in _____________(city), ______(state). _________________________________ Signature of Authorized Officer or Agent _______________________________ Printed Name and Title of Authorized Officer or Agent SUBSCRIBED AND SWORN BEFORE ME ON THIS THE ______ DAY OF ______________,2020. _________________________________ NOTARY PUBLIC [NOTARY SEAL] My Commission Expires: Biller Order Form SALES INFORMATION IC Sales Rep John Prodan Vertical Local Gov (Util, Tax, Misc) Order Date 4/23/2020 Sales Prtnr Harris - CityView Software Prtner Harris - CityView PRODUCTS AND SERVICES Products [Cloud Pay] PAYMENT METHODS ACCEPTED Payment Types [American Express] [VISA/Mastercard/Discover] [ACH/EFT]jprodan@invoicecloud.com BILLER INFORMATION Ownership Type Government Phone 6782422500 Fax Legal Name City of Milton Website URL http://cityofmiltonga.us Address 1 2006 Heritage Walk Bus. Open Date 2006 Address 2 Federal Tax ID 51-0608862 City Milton *Federal Tax ID and Legal Name must match on all documents State GA ZIP 30004 Array BILLER CONTACT Primary Contact Name Stacey Inglis Phone 678-242-2508 Email Address stacey.inglis@cityofmiltonga.us SIGNING AUTHORITY Name Joe Lockwood Title Mayor Phone 6782422500 Fax Email Address joe.lockwood@cityofmiltonga.us BILLER PRICING Description Interval Cost Type Cost ACH Reject Fee Submitter (Chase) Per Transaction Fixed ($) $15.00 Chargeback Fee Submitter (Chase) Per Transaction Fixed ($) $15.00 HARDWARE Card Reader Type Swipe Only Quantity 2 Cost per Reader 30.00 Card Reader IDTech SREDKey Billing Interval Shipping Addr. (if different than location address) Kiosk Type Device Quantity Per Device Txn Min Note: Biller will be charged for the minimum number of transactions listed to left each Standard/In-Door 750 month per kiosk unity. In addition, if the Biller's order includes kiosks then the terms Thru-Wall 800 and conditions of Kiosk Managed Standard SOW (and applicable schedules) are hereby Outdoor Model 850 agreed and incorporated by reference BILLER BANK INFO Note: Must include voided business check or bank letter for each unique account Billing Method ACH Month End Fees Name on Account City of Milton Depository Account Bank Name Truist Bank Address 980 Birmingham Rd Suite 400 Phone 4705395470 Milton GA 30004 Routing # 061000104 Last 4 Acct # 5791 DATA RETENTION Months to Keep 24 *Additional Fees apply if greater than 24 months NOTES/SPECIAL HANDLING CityView Integration CERTIFICATION AND AGREEMENT A. By signing below, the Biller hereby authorizes Invoice Cloud, Inc. ("Invoice Cloud") to initiate and execute debit/credit entries to its checking/deposit account(s) indicated above at the depository financial institution(s) named above and to debit/credit the same such account(s). 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Non-sufficient funds for these debits are grounds for a change in fees or termination of this Agreement. In the event of non-payment of any sums due, Invoice Cloud reserves the right to withdraw such sums from the current depository account at any time to ensure payment of the same. C. Pay by Text: Standard data rates and text messaging rates may apply based on the payer's plan with their mobile phone carrier. Payer can opt out of text messaging at any time with Invoice Cloud. Partial payment or overpayment is not supported. Service fees may apply based on the biller set up with Invoice Cloud. Biller may not use the service for activities that violate any law, statute, ordinance or regulation. D. By signing below, the Biller hereby gives permission to Invoice Cloud to access his / her credit history via Trans Union, Equifax, or other credit-reporting agency. E. The Order Form and the Biller Agreement will become effective only when counter-signed by Invoice Cloud and upon execution by the Biller of such third party agreement required by Invoice Cloud to permit use of the payment function of the Service. In WITNESS WHEREOF, the parties have executed this Agreement as of this day Accepted by Biller: Accepted by Invoice Cloud, Inc.: X X Corporate Officer Corporate Officer Joe Lockwood Robert Lapides Printed Name Printed Name Mayor President Title Title Biller Order Form INVOICE PARAMETERS Invoice Parameters must be completed for each invoice type Invoice Type Permits Pricing Model Submitter Biller Software CityView Non-Submitter: Interchange Paid By BILLING DETAILS Please indicate which months bills are sent by placing the bill count for each month below: Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec 150 150 150 150 150 150 150 150 150 150 150 150 Avg Invoice $ 833.00 Max Invoice $ 25000.00 Bill Frequency BPM 150 SERVICE FEES Payment Source Description Payment Method Minimum Fee ($) per Transaction Calculation Type Fee Amount All Payment Sources Credit/Debit 1.95 Percent (%) 2.95 % All Payment Sources ACH/EFT Fixed ($) $2.95 Kiosk All Payment Methods IVR Surcharge All Payment Methods PAYMENT SOURCE EXCEPTIONS MAX PAYMENT CAP CC Max 125000.00 ACH Max ($) 125000.00 BILLER DEPOSITORY BANK INFO Note: must include voided business check or bank letter for each unique account Routing # 061000104 Last 4 Acct # 5791 NOTES/SPECIAL HANDLING Numbers based on 2019 Actuals - 1800 Permits Issued for a total of 1.5 Million. Collections via current processor (That charges 5% Convenience Fee) was $429,000 in credit cards John Prodanjprodan@invoicecloud.com DocuSign Envelope ID: X692EBF-7A2A-4C08-95CE-113E3DB5DFOB MILTON't ESTABLISHED 2007 CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 26, 2020 oama� ey FROM: Steven Krokoff, City Manager Com,, 12 447c5 43o._ AGENDA ITEM: Approval of Subdivision Plats and Revisions. Name of Development / Location Action Comments / # lots Total Acres Density 1. Excel Capital Construction LL 1171 and 1172 Minor Create 2 4.25 0.47 / acre 12450 Charlotte Drive Plat Lots MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: x APPROVED CITY ATTORNEY APPROVAL REQUIRED: _ YES CITY ATTORNEY REVIEW REQUIRED: _ YES APPROVAL BY CITY ATTORNEY _ APPROVED PLACED ON AGENDA FOR: lune 1, 2020 2006 Hedtage Walk Milton. GA NOT APPROVED x NO x NO NOT APPROVED P: 678.242.25001 F: 678.242.2499 infoUcifyofmiltonga.us I www.cityofmittonga.us DocuSign Envelope ID: 56CASE66-842F-4AE5-8F132AOA182CAA04 MI LTOOPI ESTABLISHED 7006 To: Honorable Mayor and City Council Members From: Parog Agrawal, Community Development Director Date: Submitted on May 20, 2020 for the June 1, 2020 Regular Council Meeting Agenda Item: Approval of Subdivision Plats and Revisions Department Recommendation: To approve the subdivision related plat as stated below. Executive Summary: Do Sigbr 5F51 ODU30... The Milton Subdivision Regulations require that the Mayor and City Council approve all Final Plats, final Plat Re-recording, Revisions and Minor Plats once the matter has been reviewed and certified by the Community Development Director in accordance with the Subdivision Regulations. The Excel Capital Construction minor plat described herein consists of a 4.25 - acre parcel located at 12450 Charlotte Drive within the Crabapple Form Based Code zoned T-2 to be subdivided into two separate lots. Lot 1 is 1 acre and Lot 2 is 1.84 acres in size as well as a public green space consisting of 0.16 acre adjacent to Charlotte Drive. There is an internal private street to serve Lot 2 and provide future inter -parcel access to the parcels to the west. Funding and Fiscal Impact: None. Alternatives: Do not approve. Legal Review: None - not required. Concurrent Review: Steven Krokoff, City Manager 2006 Heritage Walk Milton, GA P: 678.242.25001 F: 678.242.2499 info®cityofmiltonga.us I www.cityofmiltonga.us 0000 Consent Agenda Plats Staff Memo Attachment(s): Plat List, Location Map, Plats Name of Development / Location Action Comments / # lots Total Acres Density 1. Excel Capital Construction LL 1171 and 1172 Minor Create 2 4.25 0.47 / acre 12450 Charlotte Drive Plat Lots Page 2 of 4 Consent Agenda Plats Staff Memo Page 3 of 4 DocuSign Envelope ID: 56CA5E66-842F-4AE5-8F13-2A0A182CAA04 Consent Agenda Plats Staff Memo Page 4 of 4 DocuSign Envelope ID: 56CA5E66-842F-4AE5-8F13-2A0A182CAA04 CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 26, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration to Adopt the Revised Milton Tree Canopy Conservation Ordinance and Tree Conservation Manual MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 3571E827-6A21-4FF0-83BB-D8AE72F085E9 X X X X June 1, 2020 To: Honorable Mayor and City Council Members From: Parag Agrawal, Community Development Director Date: Submitted on May 28, 2020 for the June 1, 2020 Regular City Council Meeting (First Presentation) and June 15, 2020 Regular City Council Meeting (Unfinished Business) Agenda Item: Consideration to Adopt the Revised Milton Tree Canopy Conservation Ordinance and Tree Conservation Manual _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: Process In April 2018, Mayor and City Council adopted the Tree Canopy Conservation Ordinance to replace the original tree density ordinance. Then, based on feedback from the community and City Council, staff began revising the Tree Canopy Conservation Ordinance. • Stakeholder Committee o In March 2019, current staff began conducting regular meetings with the Stakeholder Committee. Staff had a total of six meetings to discuss major policies in the Tree Canopy Conservation Ordinance including canopy coverage, protected and specimen tree sizes, critical root zone, tree banks, tree fund, and parking lot requirements. o In June 2019, a draft of the revised Tree Canopy Conservation Ordinance was presented to the Stakeholder Committee where consensus was received to move forward. • Planning Commission o In July 2019, staff presented the revised Tree Canopy Conservation Ordinance recommended by the Stakeholder Committee to the Planning Commission. Staff met with the Planning Commission at three different work sessions and received valuable input on the tree ordinance including waiver transparency, ensuring the manual was incorporated with the ordinance, increased recompense for Heritage Trees and language consistency. o In November 2019, staff had a joint work session with the Planning Commission and the Stakeholder Committee to gain consensus on DocuSign Envelope ID: D7E69944-12E6-421D-91CC-F61F654393AF o policies in the tree ordinance, such as, Specimen Tree Size and canopy coverage requirements. o In December 2019, the Planning Commission recommended going forward with the revisions to the tree ordinance. • City Council o In January 2020 there was a joint work session with Planning Commission and City Council. The focus of the work session was to introduce the revised tree ordinance to City Council and allow the Planning Commission to discuss policies including Heritage Trees, tree conservation manual, and the frequency of measure the City’s own tree canopy coverage. o In March 2020, there was a second work session with the City Council to discuss Protected Tree size, tree removal permit application fees, and incentivizing large lots 3 acres or more. o Per recommendation of the City Council, the tree ordinance was revised to change the minimum canopy coverage requirement for residential lots 3 acres or larger to 25% or existing, whichever is less, instead of 57%. o No changes were made to the tree removal permit application fees and the Protected Tree size following the March 2020 work session and staff is open for any feedback. Key Changes from the 2018 Tree Canopy Conservation Ordinance • Protected Tree size changed from 2” and 6” diameter at breast height to 8” diameter at breast height. • The definition of a Specimen Tree was changed to remove medium height trees and include Tulip-Poplars and Sweetgums in the same category as pines. • Minimum tree canopy coverage requirement for AG1 went from 60% to 57%. • Existing trees must make up one-third of the required canopy coverage during development to prevent clearcutting. • Removed Construction Zone and Improvement Area which restricted the creation of yards and pastural look. • Allow for reasonable discretion for tree removal on existing developed properties. • Approved waivers for the tree ordinance will be presented quarterly to the Planning Commission for public transparency. • Residential lots 3 acres or larger have a minimum canopy coverage requirement of 25% or existing, whichever is less, to incentivize large lots. • Streamlined the tree ordinance to remove redundancy and keep wording consistent. Moving Forward • This revised tree ordinance will become effective August 1, 2020 because currently the tree ordinance allows an applicant to use the tree-density based ordinance or the canopy-based ordinance until July 31, 2020. policies in the tree ordinance, such as, Specimen Tree Size and canopy coverage requirements. o In December 2019, the Planning Commission recommended going forward with the revisions to the tree ordinance. • City Council o In January 2020 there was a joint work session with Planning Commission and City Council. The focus of the work session was to introduce the revised tree ordinance to City Council and allow the Planning Commission to discuss policies including Heritage Trees, tree conservation manual, and the frequency of measure the City’s own tree canopy coverage. o In March 2020, there was a second work session with the City Council to discuss Protected Tree size, tree removal permit application fees, and incentivizing large lots 3 acres or more. o Per recommendation of the City Council, the tree ordinance was revised to change the minimum canopy coverage requirement for residential lots 3 acres or larger to 25% or existing, whichever is less, instead of 57%. o Per recommendation of the City Council, no changes were made to the tree removal permit application fees and the Protected Tree size following the March 2020 work session. Key Changes from the 2018 Tree Canopy Conservation Ordinance • Protected Tree size changed from 2” and 6” diameter at breast height to 8” diameter at breast height. • The definition of a Specimen Tree was changed to remove medium height trees and include Tulip-Poplars and Sweetgums in the same category as pines. • Minimum tree canopy coverage requirement for AG1 went from 60% to 57%. • Existing trees must make up one-third of the required canopy coverage during development to prevent clearcutting. • Removed Construction Zone and Improvement Area which restricted the creation of yards and pastural look. • Allow for reasonable discretion for tree removal on existing developed properties. • Approved waivers for the tree ordinance will be presented quarterly to the Planning Commission for public transparency. • Residential lots 3 acres or larger have a minimum canopy coverage requirement of 25% or existing, whichever is less, to incentivize large lots. • Streamlined the tree ordinance to remove redundancy and keep wording consistent. Moving Forward • This revised tree ordinance will become effective August 1, 2020 because currently the tree ordinance allows an applicant to use the tree-density based ordinance or the canopy-based ordinance until July 31, 2020. • Before the effective date, staff will roll out the new ordinance by hosting educational events for the community, posting information on our website/social media, and making flyers available in the permit lobby to inform the community of the new tree ordinance. • Staff will start up a tree planting initiative, Plant Milton!, to enhance tree planting in the City. The planting initiative will include: o Finding priority areas on public property to plant trees with the Tree Fund. o Encourage tree planting on private property by partnering with local nurseries and landscape businesses to offer trees to citizens. DocuSign Envelope ID: D7E69944-12E6-421D-91CC-F61F654393AF o Promote trees through social media and at City events. Funding and Fiscal Impact: Additional arborist services will be required because of the proposed changes to the regulations: • The new tree ordinance could cause an increase in tree removal permit requests due to the permit requirements changing. The previous tree ordinance required a tree removal permit for trees starting at 15” DBH and new tree ordinance requires a tree removal permit for trees starting at 8” DBH, therefore, more trees will now require a tree removal permit. • The new tree ordinance requires additional information and details for a site plan included on a tree survey, tree protection plan, and tree replacement plan. This will cause for an increase in time needed for plan reviews. • There will be an increase in the number of inspections that are required with the new tree ordinance. • The new tree ordinance will create a transition period involving a significant portion of time spent on educating the public and applicants about new regulations. This will result in an increase in the volume of phone calls, emails, and meetings with applicants. There will also be workshops that will be scheduled. Alternatives: Continued Refinement Legal Review: Paul Frickey, Jarrard & Davis - 5/13/2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): 1. Redlined text of revised Tree Canopy Conservation Ordinance and Tree Conservation Manual from March 2020 City Council Work Session and Legal Review 2. Final copy of the revised Tree Canopy Conservation Ordinance and Tree Conservation Manual DocuSign Envelope ID: D7E69944-12E6-421D-91CC-F61F654393AF City of Milton, Georgia Chapter 60 – Tree Canopy Conservation Ordinance Revised April 2, 2020May 15, 2020 City Council Work Session and Legal Review City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page i Table of Contents ARTICLE I. IN GENERAL ......................................................................................... 1 1. Title ................................................................................................................................................... 1 2. Purpose and Intent ........................................................................................................................... 1 3. Administrator .................................................................................................................................... 1 4. Waivers ............................................................................................................................................. 1 5. Applicability and Exemptions ............................................................................................................ 2 6. Tree Conservation Manual ................................................................................................................ 3 7. Definitions ......................................................................................................................................... 3 8. Protected Trees ................................................................................................................................. 9 9. Specimen Trees ........................................................................................................................... 1110 10. Specimen Tree Stand .............................................................................................................. 1110 11. Heritage Trees ......................................................................................................................... 1110 12. City of Milton Tree Species List ............................................................................................... 1211 13. Appeals .................................................................................................................................... 1312 14. Inspections .............................................................................................................................. 1312 15. Enforcement ........................................................................................................................... 1413 16. Notice of Violation .................................................................................................................. 1413 17. Stop Work Order ..................................................................................................................... 1514 18. Citations .................................................................................................................................. 1615 ARTICLE II. TREE CANOPY ON PROPERTY ABSENT DEVELOPMENT ACTIVITY .... 1615 19. Tree Canopy Management ..................................................................................................... 1615 20. Tree Canopy Priorities ............................................................................................................. 1615 21. Tree Canopy Cover Requirements .......................................................................................... 1615 22. Tree Removal Permit .............................................................................................................. 1716 23. Tree Canopy Replacement ...................................................................................................... 1918 24. Tree Canopy Management ..................................................................................................... 1918 25. Tree Canopy Priorities ............................................................................................................. 1918 26. Tree Canopy Plan .................................................................................................................... 2019 27. Tree Canopy Cover Requirements .......................................................................................... 2221 28. Required Tree Locations ......................................................................................................... 2423 City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page ii 29. Landscape Performance Bond ................................................................................................ 2827 30. Certificate of Occupancy and Final Plat Approval ................................................................... 2827 31. Alternative Compliance ........................................................................................................... 2928 32. Tree Canopy Fund ................................................................................................................... 3029 33. Timber Harvesting ................................................................................................................... 3130 City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 1 ARTICLE I. IN GENERAL 1. Title 1.1. This chapter shall be known as the Tree Canopy Conservation Ordinance of the City of Milton, Georgia or the “tree ordinance”. 2. Purpose and Intent 2.1. The purposes of the tree ordinance are to: a. Create a living and working environment for Milton’s citizens and visitors that is attractive, healthy and safe; b. Manage and utilize trees for the economic, environmental, and social functions and benefits they provide; and, c. Provide a framework for accomplishing the goals and objectives in the City’s comprehensive plan and other community, environmental and conservation ordinances, plans and policies. 2.2. The intent of this ordinance is to: a. Promote human, environmental and economic health within the community; b. Promote shared responsibility by all property owners to contribute to tree canopy cover; and, c. Establish the minimum amount of regulations that will achieve the vision and goals of the city and produce the desired outcomes. d. Maintain no net loss of tree canopy cover below the 57 percent existing as of March 2017. The City will measure the tree canopy as needed, but not to exceed a five year period between measurements, using the latest technology and use the results to evaluate the effectiveness of this ordinance in achieving the city’s tree canopy goals. 3. Administrator 3.1. The Director of the Community Development Department shall be the Administrator of the tree ordinance. 3.1.3.2. Reference to the Administrator shall include the Administrator and/or their designee. 4. Waivers City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 2 4.1. The Administrator shall have the authority to waive any provision of the tree ordinance where such waiver is consistent with the purpose and intent of the tree ordinance and where literal enforcement of the tree ordinance will create an undue hardship or unreasonable practical difficulty on the Applicant. 4.2. The Administrator shall determine if a waiver is requiredjustified. A waiver must be based upon credible evidence submitted to the Administrator demonstrating that: a. Approval, if granted, would not offend the purpose and intent of the tree ordinance; b. There are such extraordinary and exceptional situations or conditions pertaining to the particular piece of property that literal or strict application of this the tree ordinance would create an unnecessary hardship due to size, shape, or topography or other extraordinary and exceptional situations or conditions not caused by the applicant; c. Relief, if granted would not cause a substantial detriment to the public good and surrounding properties; d. That the public safety, health and welfare are secured, and that s ubstantial justice is done. 4.3. The Administrator shall keep record of all approved waivers. Every quarter, any waivers that have been approved will be presented to the Planning Commission by the Administrator. 4.4. Planning Commission may recommend amendments to the provisions of the tree ordinance to the Administrator at this time. 5. Applicability and Exemptions 5.1. The terms and provisions of the tree ordinance shall apply to: a. All real property within the City of Milton unless otherwise exempted herein; b. Any activity that requires the issuance of a development permit; c. The removal of or disturbance to the Critical Root Zone or Structural Root Plate of any Protected tree including Specimen and Heritage trees. 5.2. The activities, properties and trees that are exempt from the requirements of the tree ordinance are: City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 3 a. Removal of trees posing an imminent threat or under emergency conditions; b. Commercial tree nursery and tree farm operations; c. Trees removed or pruned by any utility company as part of routine vegetation management activities or utility maintenance/repair within the utility right-of-way or existing easements. 6. Tree Conservation Manual 6.1. There is hereby adopted and incorporated by reference, as if fully set forth herein, a Tree Conservation Manual (version revised October 23,2019) that supplements the tree ordinance and sets forth standards and procedures for activities required by the tree ordinance. A copy of this manual will be available online and in the office of Community Development. 6.2. The Tree Conservation Manual may be modified by the Administrator as necessary to reduce outcomes contrary to the purpose and intent of the tree ordinance; provided that revised versions of the manual shall become part of the tree ordinance only after adoption by the City Council as an amendment to the tree ordinance. Should any standard of the Tree Conservation Manual conflict with the tree ordinance, the tree ordinance shall govern. 7. Definitions 7.1. All words used in the tree ordinance shall have their customary dictionary definitions except as specifically defined herein or in the zoning regulations if not defined herein. 7.2. The words “shall” and “must” are mandatory, and the words “may” and “should” are permissive. a. Active tree protection. The active and ongoing planning, installation and monitoring of physical measures undertaken to protect a tree during land disturbance or alteration. b. Applicant. A property owner or his/her authorized agent(s) applying for a tree removal, development, or right-of-way encroachment permit for a tree or property, or seeking approval for a tree canopy, tree protection, or tree planting and maintenance plan, or seeking approval for a minor subdivision plat, certificate of conceptual plan approval, final plat approval or certificate of occupancy. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 4 c. Appraised tree value. The dollar value of a tree as determined by a certified arborist using methodology set forth in the latest edition of the Guide for Plant Appraisal developed by the Council of Tree and Landscape Appraisers and published by the International Society of Arboriculture (www.isa- arbor.com). d. Buffer, state waters. An area along the course of any state waters required by city, state or federal regulations to be maintained in an undisturbed and natural condition. e. Buffer, zoning. As required by the zoning ordinance, a natural undisturbed portion of a lot, except for approved access and utility crossings, which is set aside to achieve a visual barrier between the use on the lot and adjacent properties and/or uses with natural vegetation or replanting of trees and shrubs if sparsely vegetated. f. Caliper. The diameter of the trunk of tree nursery stock or a newly planted tree measured at 6 inches above the ground line for trees with calipers 4 inches and smaller, and at 12 inches above the ground line for trees with calipers greater than 4 inches. g. Certified arborist. Professional who possesses the technical competence gained through experience and related training to provide for or supervise the management of trees and other woody plants in residential, commercial and public landscapes and whose level of training is certified by the International Society of Arboriculture. h. City arborist. The designee of the City of Milton assigned by the Director of the Community Development Department with the primary responsibilities of administration and enforcement of the tree ordinance. i. City tree. Any tree which is located within any city park, city easement, city right-of-way, or on any other city owned property. j. Clearcutting. A method of harvesting timber that results in the removal of all trees from all or a portion of a property. k. Commercial tree nursery or commercial tree farm. A property on which trees are grown and sold as wholesale or retail nursery stock by a business licensed by the City of Milton. k.l. Conserved Tree. Any tree where encroachment into the Critical Root Zone does not exceed 25%. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 5 l.m. Critical root zone (CRZ). For a conserved tree, the ground and soil area to a depth of 24 inches within the larger of either the dripline or a circular area with a radius extending out from the trunk 1.5 feet for every 1 inch of DBH; Encroachment into the critical root zone must not exceed 25% for the tree to be considered conserved. m.n. Crown. The entirety of a tree’s scaffold limbs, branches and leaves. n.o. DBH. The diameter at breast height (4.5 feet above the ground line) of the trunk of an existing tree, calculated by dividing the circumference of the trunk by 3.14. o.p. Development activity. Any activity on real property which requires a development permit. p.q. Development permit. A land disturbance permit, grading permit, building permit, demolition permit, minor plat approval, preliminary plat approval, concept plan approval or other permit or approval issued by the City Community Development Department authorizing the commencement of the disturbance, alteration, improvement or development of a given tract of land. q.r. Dripline. The vertical line extending from the outermost edges of a tree’s branches to the ground, that forms, more or less, a circle on the ground centered on the tree’s trunk. r.s. Establishment period. For a newly planted tree, the time from planting until the beginning of the fourth growing season on-site. s.t. Existing tree. An established tree growing on-site for at least 3 complete growing seasons. t.u. Forested area. An area at least 50 feet wide in any one dimension and at least 2,500 square feet in total area consisting of at least 5 tre es with 75 percent tree canopy cover. u.v. Growing season. March 1 to November 30. v.w. Hazardous tree. A tree that is likely to fail wholly or in part, under normal environmental conditions as determined by a certified arborist. w.x. Healthy tree. A tree with a live crown ratio greater than 30 percent, less than 50 percent crown dieback, no major structural defects, a life expectancy of 15 years or greater, and free from signs or symptoms of City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 6 irreversible decline, severe insect or disease infestation, severe chlorosis, or other life-threatening conditions. x.y. Heritage tree(s). A tree that is designated by the administrator to be of notable community interest because of its outstanding age or size, landmark recognition or historical association. y.z. Land disturbing activity. Any activity which may result in soil erosion from water or wind and movement of sediments into state water or onto lands within the state, including, but not limited to clearing, dredging, grading, excavating, transporting, and filling of land, but not including agricultural practices as set forth in the City of Milton Soil Erosion and Sedimentation Control Ordinance. z.aa. Landscape strip. An area required by the tree ordinance, the City of Milton zoning resolution or any condition of zoning, use permit or v ariance approval, which is reserved for the installation and/or maintenance of plant materials. aa.bb. Limits of disturbance. The boundary within which all construction, materials storage, grading, landscaping and related activities shall occur. bb.cc. Live crown ratio. The percentage of the total height of a tree that is occupied by the tree’s live crown. cc.dd. Open soil surface area. The square foot area of the ground surrounding a planted tree that is required to remain permeable and open, covered only by a layer of mulch; the size of the area required varies by the mature height class of the tree being planted. dd.ee. Passive tree protection. The ongoing avoidance of activities harmful to a tree, as further described in the tree ordinance, within the tree protection zone. ee.ff. Planted tree. A tree that has been planted within the last 3 years and has not yet completed 3 growing seasons on-site. ff.gg. Planting season. Mid November 15 to mid March 15. gg.hh. Priority area. An area on a lot where tree canopy cover is considered a priority over other areas due to the functions and benefits tree cover provides in that location. hh.ii. Priority tree. A specimen or heritage tree. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 7 ii.jj. Property. An area of land composed of less than one lot, or of accumulations of one or more lots, or parts thereof. jj.kk. Protected tree. Any tree 8 inches DBH or greater, any tree conserved or planted to meet tree ordinance requirements, any City Tree, any Specimen Tree, and/or any Heritage Tree. kk.ll. Remediation plan. A plan that may be required by the city arborist from a property owner or his/her authorized agent after a written notice of violation or stop work order has been issued for the property describing how the conditions of violation of the tree ordinance shall be remedied in accordance with the city arborist’s requirements and the conditions stated on the notice, order, or other pertinent documentation . ll.mm. Scaffold limbs. The large limbs branching off from the main trunk that form the basic structure of the tree’s crown and support the remaining branches and leaves. mm.nn. Soil compaction. A change in soil physical properties which includes an increase in soil weight per unit volume and a decrease in soil pore space caused by repeated vibrations or frequent traffic and weight that can result in physical root damage, reduced root penetration, a decrease in soil oxygen levels and an increase in toxic gases. nn.oo. Specimen tree(s). A tree or contiguous stand of trees of special value to the community due to its quality, size, or species, and meeting general and specific criteria as set forth in the tree ordinance, as determined by the City Arborist. oo.pp. Standard tree canopy cover credit. The square feet of tree canopy cover assigned to each of the tree canopy size classes, as set forth herein and in the City of Milton Tree Species List. pp.qq. Street tree. A tree located within a road frontage that is conserved or planted for the purpose of providing tree canopy cover over the public street right-of-way. qq.rr. Structural Root Plate. For a conserved tree, the ground and soil area to a depth of 30 inches with a radius extending out from the trunk 0.5 feet for every inch of DBH.; since this is the area of rapid tapering roots supporting the vertical weight of the tree, any damage to the structural root plate will put the tree at high risk for failure and may be required to be removed as determined by the city arborist. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 8 rr.ss. Thinning. Selective cutting of trees for timber products with the remaining trees more or less evenly distributed across a property. ss.tt. Timber harvesting. The felling of trees for timber products (pulpwood, sawtimber, etc.) as part of ongoing forest management practices, by thinning or clearcutting. tt.uu. Topping. The improper practice of the severe cutting back of limbs to stubs larger than 2 inches in diameter within the tree’s crown to such a degree that the tree canopy is removed or the crown shape typical of the species is disfigured, resulting in decay of the scaffold limbs or trunk and/or decline in main branch and sprout production. uu.vv. Tree. A self-supporting woody perennial plant with the potential to reach a minimum DBH of 3 inches and height of 15 feet at maturity under natural conditions. vv.ww. Tree bank. A site registered with the city where growing conditions are favorable for the establishment of trees per the tree placement standards set forth in the Tree Conservation Manual, and on which trees may be planted to satisfy tree replacement or minimum tree canopy cover requirements for another property. ww.xx. Tree canopy cover. The cover provided by tree crowns over the ground surface, either individually or as a group; also, a measure of the percent of a lot covered by all tree canopy, calculated by dividing the total area of tree canopy cover by the total area of the lot, and multiplying by 100. xx.yy. Tree canopy fund. A revenue account established by the city for receiving payments in lieu of meeting tree canopy cover requirements, donations, fees, and fines, and used by the city for the purchase, planting, and maintenance of trees on city property and community forest management activities. yy.zz. Tree canopy plan. A site plan showing how tree canopy cover requirements will be met on a lot, which trees will be conserved, how they will be protected, which new trees will be planted and where, and how they will be maintained. zz.aaa. Tree canopy size, tree canopy size class. The amount of tree canopy cover a tree can be expected to provide at maturity under urban conditions, as determined by the species and categorized in the tree species City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 9 list into four (4) size classes: very wide (1,600 square feet); wide (900 square feet); narrow (400 square feet); and, very narrow (150 square feet). aaa.bbb. Tree canopy value. The dollar value of 100 square feet of tree canopy cover as set forth in the city’s fee schedule and used for calculating payments into the tree canopy fund. bbb.ccc. Tree conservation manual. A supplement to the tree ordinance containing standards and procedures required for tree ordinance compliance. ccc.ddd. Tree height class. The typical total height of a tree at maturity under urban conditions, as determined by the species and categorized in the tree species list into three (3) classes: large (greater than 50 feet tall); medium (25 to 50 feet tall); and, small (less than 25 feet tall). ddd.eee. Tree ordinance. Chapter 60 – Vegetation of the City of Milton municipal code of ordinances. eee.fff. Tree protection zone (TPZ). The tree protection zone includes the critical root zone of a tree, the tree’s trunk and the entirety of the tree’s crown. fff.ggg. Tree removal permit. A permit required before a protected tree can be removed, destroyed or irreparably damaged. ggg.hhh. Tree species list. The City of Milton Tree Species List, which is located in the Tree Conservation Manual and contains the tree species approved, and not approved, for conservation and planting to satisfy tree replacement or tree canopy cover requirements. hhh.iii. Unhealthy tree. A tree with major structural defects, a live crown ratio less than 30 percent or 50 percent or more crown dieback, or a tree exhibiting signs or symptoms of irreversible decline, severe mistletoe infection, severe insect or disease infestation that cannot be practically controlled, or severe chlorosis, as documented by a certified arborist with final approval by the City Arborist. 8. Protected Trees 8.1. There is hereby established a category of trees that shall be known as protected trees as defined herein. 8.2. A Protected Tree is any tree 8 inches DBH or larger, any City Tree, any specimen tree, or any heritage tree. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 10 8.1. A tree removal permit shall be required for any Protected tree being removed or having disturbance to the critical root zone and/or structural root plate. 8.2. The removal of or disturbance to the Critical Root Zone or Structural Root Plate of any Protected tree without a tree removal permit shall be considered a violation of the tree ordinance. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 11 9. Specimen Trees 9.1. Any healthy tree, documented by aa certified arborist and verified by the City Arborist, which meets at least one of the following criteria for size: a. Hardwood trees with a minimum DBH of 24 inches for a tree in the large or medium mature tree height class (very wide or wide canopy); or b. Any tree with a minimum DBH of 8 inches for a tree in the small mature tree height class (narrow or very narrow canopy); or c. Pine trees (Pinus spp.), Sweetgums (Liquidambar styraciflua), and Tulip- Poplars (Liriodendron tulipifera) with a minimum DBH of 27 inches regardless of mature tree height class. 9.2. If removal of a Specimen Tree is approved, replacement requirements shall be 150 percent of the square feet of tree canopy cover removed . 9.3. All Specimen Trees successfully conserved and protected to meet tree canopy cover requirements shall be given 25 percent additional tree canopy cover credit over the actual measured canopy square footage or the standard credit as assigned by the Tree Species List. 10. Specimen Tree Stand 10.1. A stand of trees may be considered a Specimen Tree Stand if primarily composed of healthy trees, with no major insect or disease problems within the stand and meets at least one of the following specific criteria as documented by a certified arborist and verified by the City ArboristAdministrator: a. A relatively mature, even-aged stand; b. A stand with purity of species composition or of a rare or unusual nature; c. A stand of historical significance; d. A stand with exceptional aesthetic quality; or, e. A stand on a lot which is otherwise devoid of trees. 11. Heritage Trees 11.1. A tree shall be designated as Heritage if it meets the criteria set forth herein. 11.2. Trees may be nominated for Heritage Tree status by the tree owner by submitting a Heritage Tree Nomination Form to the Administrator. 11.3. Within 15 business days after the submittal of a completed nomination form by a tree owner to the Administrator, the City Arborist shall provide a City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 12 recommendation on whether the nominated tree(s) should be designated as Heritage. 11.4. The Administrator shall present the recommendation to City Council who shall review heritage tree nominations and shall have the authority to designate trees as Heritage. 11.5. For a tree to be designated as heritage, it must be a healthy tree as documented by aa certified arborist and verified by the City ArboristAdministrator and meet at least one of the following specific criteria as determined by the Administrator: a. State or county champion tree, as determined by the Georgia Forestry Commission (www.gfc.state.ga.us), or a tree that scores within 10 percent of the total score of a state or county champion tree of the same species using the scoring system described by the Georgia Forestry Commission; or b. Documented age greater than 75 years old; or c. An established and familiar feature or integral part of the community and its heritage and is recognized as such by the administrator; or d. Designated by the Georgia Tree Council (www. gatreecouncil.org) as a Landmark or Historic Tree; or e. Documented historical significance. 11.1. Prior to the approval of a tree canopy plan for a lot that includes the proposed conservation or removal of a Heritage Tree, the City Arborist shall inform the applicant that one or more trees on the lot has been designated as a Heritage Tree before the tree canopy plan is approved. 11.2. The City Arborist shall maintain a current list of designated Heritage Trees and their locations shall be recorded on the City’s GIS (Geographic Information System). 11.3. All Heritage Trees successfully conserved and protected to meet tree canopy cover requirements shall be given 40 percent additional tree canopy cover credit over the actual or standard credit. All Heritage Trees approved for removal must have their canopy replaced at 200 percent and payment must be made into the Tree Canopy Fund at the rate listed in the City’s fee schedule located in Appendix A of the City Code. Canopy replacement to shall be based on the actual measurement of the tree canopy. 12. City of Milton Tree Species List City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 13 12.1. There is hereby a City of Milton Tree Species List as set forth in the Tree Conservation Manual that shall include species approved for conservation and planting to meet tree canopy cover requirements or replacement tree planting requirements. 12.2. The tree species list shall also include species not approved for tree conservation or planting to meet requirements that are invasive, have brittle or weak wood, poor structure or large thorns, are pest susceptible or are not well -suited to regional growing conditions. 12.3. Trees planted to satisfy tree canopy cover and tree replacement requirements of the tree ordinance shall be selected from the City of Milton Tree Species List. A species of tree not on the City of Milton Tree Species List, or not approved for planting in a specific location, may be approved for planting by the Administrator. 13. Appeals 13.1. Any person aggrieved or adversely affected by any decision of the City Arborist relating to the application of the tree ordinance may file an appeal within 30 days of the decision with the Administrator for relief or reconsideration. 13.2. Any person aggrieved or adversely affected by any decision of the Administrator relating to the application of the tree ordinance may file an appeal within 30 days of the Administrator’s decision with the Board of Zoning Appeals through the Administrator. 13.3. Appeals Decisions shall only be granted reversed on appeal for errors clearly erroneousof interpretation of the tree ordinance. 14. Inspections 14.1. The Administrator or his/her designee shall have the authority to conduct inspections periodically or as deemed necessary to monitor land disturbing activities, tree removal activities, or other permitted or non-permitted activities for compliance with the tree ordinance. 14.2. No person shall refuse entry or access to any authorized agent(s) of the City who requests entry for the purpose of inspection and who presents appropriate identification, nor shall any person obstruct, hamper or interfere with any such agent while in the process of carrying out his/her official duties. a. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 14 14.3. The Administrator may also monitor tree canopy cover on a lot using the city’s geographic information system and current aerial photography for assessing ongoing compliance with tree canopy cover requirements. 15. Enforcement 15.1. It shall be the duty of the Administrator to enforce the tree ordinance. 15.2. The Administrator shall have the authority to modify, revoke, suspend, or void any development permit, or tree removal permit and suspend all work on a property or any portion thereof if a violation of the tree ordinance occurs until it is determined that the property is in full compliance with the tree ordinance. 15.3. The Administrator shall have the authority to issue a Notice of Violation, Stop Work Order, and Citation to enforce the provisions of this the tree ordinance. 16. Notice of Violation 16.1. If, through inspection, it is determined that an applicant, his/her authorized agent(s), or other person or company has engaged in land disturbing or other prohibited activities which have resulted in the damage or removal of trees without a required permit or approval, or failed to comply with the terms and conditions of an approved tree removal permit or tree canopy plan, or is otherwise responsible for a violation of the tree ordinance, then a written notice of violation may be served upon the applicant, his/her authorized agent(s), and/or other person or company responsible for the land disturbance or prohibited activity. 16.2. The notice shall set forth the measures necessary to correct the violation and achieve compliance and shall state the time frame within which such measures must be completed. 16.3. If the applicant, his/her authorized agent(s), or the person or company otherwise responsible for the violation fails to correct the violation or comply with tree ordinance requirements within the time frame specified on the notice of violation, he/she shall be subject to an immediate citation and/or stop work order. 16.4. Reinspection to assess compliance after a violation shall require a separate re- inspection fee as set forth in the City’s fee schedule. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 15 17. Stop Work Order 17.1. The Administrator may require that work on any project that is in violation of the tree ordinance be immediately stopped to avoid further damage and until such time that as the violation has been remedied to the satisfaction of the city arboristAdministrator. 17.2. The issuance of a written or verbal notice of violation is not required prior to or in conjunction with the stop work order if the Administrator determines that work must be stopped immediately to avoid further damage. 17.3. The stop work order shall: a. Be in writing and posted on site; b. State specific violations; c. Be given to the applicant, property owner, the authorized agent(s) of either, or the person performing or responsible for the activity resulting in the violation; d. State the conditions under which work may be resumed; and, e. Allow only erosion control work to continue while the stop work order is in effect. 17.4. Where an emergency exists, a verbal order to stop work by the Administrator or his/her agent(s) shall be given, with issuance of a written order required within 24 hours. 17.5. The Administrator may require that a revised tree canopy plan or separate remediation plan be submitted for approval before remediation or any other work commences on-site. 17.6. The following violations shall result in issuance of an emergency, verbal stop work order: a. Land disturbing or tree removal within state water buffer or zoning buffer; b. Land disturbance within the critical root zone of Protected trees Trees or removal of trees designated for conservation on an approved tree canopy plan; c. Non-permitted Protected Tree removal, land disturbance, or prohibited activities within the critical root zone of a Specimen or Heritage Tree; or, d. Improper installation or maintenance of required tree protection measures. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 16 18. Citations 18.1. Fines and penalties shall be assessed for citations, according to the following criteria: a. Any person who violates any provisions of the tree ordinance may be fined up to $1,000 per violation; b. Each calendar day a violation exists shall be considered a separate offense; c. There are no maximum limitations to the accrual of fines; d. In the event a City tree is damaged or destroyed, the person responsible may be required to reimburse the City for the appraised tree value; e. The replacement of trees and additional tree canopy cover may be required in addition to other fines or penalties imposed; f. Offenses shall be tried in Milton Municipal Court; g. Each owner of property wherein a violation exists, or each owner of a boundary tree, shall be jointly responsible for said violation; and, h. Fines received for violations to the tree ordinance shall be deposited into the tree canopy fund. ARTICLE II. TREE CANOPY ON PROPERTY ABSENT DEVELOPMENT ACTIVITY 19. Tree Canopy Management 19.1. On properties absent development activity, tree canopy cover shall be managed through establishing tree canopy priorities, tree canopy cover requirements, tree removal permitting and replacement requirements. 20. Tree Canopy Priorities 20.1. Priority areas on properties absent development activity for tree conservation and planting shall be rural viewsheds, road frontages, required setbacks, landscape strips or islands, and state waters or zoning buffers. 20.2. Priority trees for conservation shall be Specimen Trees, Specimen Tree Stands, and Heritage treesTrees. 21. Tree Canopy Cover Requirements 21.1. The minimum amount of tree canopy cover required on a lot, in the absence of further development, shall be the amount existing as of the date of application for tree removal permit or the minimum canopy coverage requirement per Table 1, whichever is less. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 17 21.2. If the lot is over the minimum canopy coverage requirement per Table 1, any proposed tree removal must not bring the lot below the minimum canopy coverage requirement without recompense. 22. Tree Removal Permit 22.1. On a lot that is not undergoing further development or improvement, a tree removal permit is required prior to the removal of any Protected Tree or before any encroachment into the Critical Root Zone or Structural Root Plate of a Protected Tree. 22.2. The removal of a Protected Tree or encroachment into the Critical Root Zone or Structural Root Plate without a tree removal permit shall constitute a violation of the tree ordinance and may result in an immediate Stop Work Order, Notice of Violation or Citation for the tree owner and/or any person or company involved in cutting, removing or damaging the tree. 22.3. Application for a tree removal permit shall be made by the tree owner or his/her authorized agent, to the Administrator. 22.4. A tree removal permit is required for the removal of a dead, unhealthy or invasive tree. 22.5. A tree removal permit application fee shall be required, except for an application for the removal of a dead, unhealthy or invasive tree. 22.6. The Administrator shall make a site visit or utilize other appropriate means to inspect the trees proposed for removal within 10 days of the date of application. 22.7. The applicant will be notified of any application fees and canopy replacement requirements after the application review is complete. If canopy replacement is required, the applicant or property owner must provide an agreement to the canopy replacement, such as, but not limited to, a complete landscape plan including the location, size, and species of trees to be planted , a signed contract with a landscape company stating the quantity, size, and species of trees to be planted, or a written statement from the property owner specifying the quantity, size, and species of trees to be planted along with a proposed planting schedule before the permit may be issued. 22.8. The Administrator will take into consideration the amount of tree canopy cover existing on the lot at the time of application for a tree removal permit, the total square feet of tree canopy cover proposed for removal, and the number of tree removal permits approved for the lot within the last five (5) years. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 18 22.9. When trees are removed on a lot without a tree removal permit due to imminent threat or emergency conditions, the owner of such trees shall provide an oral or electronic notice via telephone or e-mail to the Administrator prior to or immediately after the removal. 22.10. Should the Administrator determine that an imminent threat or emergency removal was not warranted, an after-the-fact permit and fee shall be required in addition to replacement tree planting pursuant to Section 24 of the tree ordinance. 22.11. Replacement of the tree canopy removed, whether permitted or not permitted, shall be required pursuant to Section 2423. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 19 23. Tree Canopy Replacement 23.1. The square feet of tree canopy cover provided by a Protected Tree that is approved for removal or lost due to disturbance within the Critical Root Zone or Structural Root Plate on a lot shall be replaced if, after the removal, the lot has less than the minimum tree canopy cover listed in Table 1. 23.2. Tree canopy replacement shall not be required for a tree removed under emergency conditions or after the approved removal of a dead, unhealthy, or invasive tree. 23.3. Replacement trees shall be a minimum of 2-inch caliper for non-Specimen and non-Heritage protected Protected trees Trees and 4-inch caliper for Specimen or Heritage trees Trees at the time of planting. 23.4. When a Protected Tree is removed without a tree removal permit, two (2) times the standard tree canopy cover credit for the species for non-Specimen and non- Heritage protected Protected treesTrees, and four (4) times the canopy removed or standard tree canopy cover credit, whichever is greater, for Specimen Trees and eight (8) times the canopy removed or standard tree canopy cover credit, whichever is greater, for Heritage Trees, shall be replaced on the lot with 4-inch caliper trees regardless of whether the lot meets minimum tree canopy cover requirements. 23.5. All planting and maintenance activities for required replacement trees shall be completed in accordance with the standards set forth in the Tree Conservation Manual. 23.6. Recompense tree planting may be satisfied by Alternative alternative compliance for tree replacement, as further described herein, may be approved by the Administrator pursuant to Section 31. ARTICLE III. TREE CANOPY IN CONNECTION WITH DEVELOPMENT ACTIVITY 24. Tree Canopy Management 24.1. On properties in connection with development activity, tree canopy cover shall be managed through tree canopy cover requirements and tree conservation and planting to meet those requirements. 25. Tree Canopy Priorities 25.1. Priority areas on properties with development activity for tree conservation and planting shall be rural viewsheds, road frontages, parking lots, landscape strips and landscape islands, and state waters and zoning buffers. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 20 25.2. Regardless of whether the lot meets minimum tree canopy cover requirements, trees shall be required, either conserved or planted, in rural viewsheds, road frontages, parking lots, landscape islands, landscape strips and buffers as set forth in the zoning regulations. 25.3. Priority trees for conservation shall be Specimen and Heritage Trees. 26. Tree Canopy Plan 26.1. An approved tree canopy plan may be required as a condition of approval of any development permit if necessary to implement the purposes and intent of the tree ordinance as determined by the City ArboristAdministrator. 26.2. An approved tree canopy plan shall serve as an approved tree removal permit for the purposes of land development. 26.3. The tree canopy plan shall be prepared by a licensed professional, such as, a certified arborist, registered forester, registered landscape architect, professional engineer or registered land surveyor. 26.4. The tree canopy plan shall be drawn to scale and include a tree survey, a tree protection plan, a tree planting plan, and shall, at a minimum, include the following: a. A table summarizing how tree canopy requirements will be met with conserved and planted trees; b. Surveyed trunk location, DBH, species of all individually growing Protected treesTrees, including Specimen and Heritage Trees, on the lot, with Critical Root Zones, and Structural Root Plates identified on all Protected Trees, including Specimen and Heritage Trees, proposed for conservation. Location of tree groups and forested areas with description of primary species and average DBH; c. All Protected Trees, including Specimen and Heritage Trees, proposed to be removed; d. Location of all tree save areas and notations of all tree protection methods to be used with details on materials and installation methods; e. Trunk location, species, and caliper of all trees proposed for planting with planting details and maintenance schedule for the first three years; f. Location of all existing and proposed improvements, including, but not limited to, buildings, driveways, walkways, retaining walls, other structures and impervious surfaces, and all existing and new utilities; City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 21 g. Arborist Note: “Any unapproved encroachment into a designated tree save area shall result in an immediate Stop Work Order, Notice of Violation, and/or Citation for the responsible party.” h. ; i.h. Location of ingress and egress points and access roads for vehicles and construction equipment; j.i. All proposed grading and the limits of disturbance; and, k.j. Name and contact information of property owner and primary authorized agent(s) responsible for tree canopy plan compliance. 26.5. For gGuidelines on calculating tree canopy coverage refer toincluded in the Tree Conservation Manual are incorporated herein by reference. 26.6. The tree canopy plan, tree survey, tree protection plan, and tree planting and maintenance plan may be combined onto a single plan if all required information can be clearly depicted. 26.7. The Administrator shall be responsible for reviewing all tree canopy plans and shall decide whether the tree canopy plan is consistent with the requirements of this the tree ordinance. A tree canopy plan review application fee shall be required at the time of plan submittal in an amount set forth in the city’s fee schedule. 26.8. No tree damage or removal, or land disturbance shall take place on any lot in connection with development activity without an approved tree canopy plan as required by the City ArboristAdministrator showing how tree canopy cover requirements will be met. 26.9. Conformance with all aspects of an approved tree canopy plan, as determined by the city arborist, shall be required prior to the issuance of a certificate of occupancy or final plat approval. 26.10. All tree protection, planting and maintenance activities shall be completed in accordance with the standards set forth in the Tree Conservation Manual. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 22 27. Tree Canopy Cover Requirements 27.1. Tree canopy cover shall be required on all properties in connection with development activity as a condition of development. 27.2. The amount of tree canopy cover required on a lot as a condition of development shall be the amount currently existing or the minimum amount set forth in Table 1, whichever is less. Canopy coverage shall be met with existing trees to remain on site or a combination of existing trees and newly planted trees. Existing trees must make up at least one-third of the required canopy coverage. 27.3. Table 1. Minimum Tree Canopy Cover Required Zoning District Minimum Tree Canopy Cover Required as a Percent of Total Lot Area AG-1, CUP, MHP, NUP 57% C-1, C-2 30% CBS, CS 50% H 30% MIX, O-I 40% R-1, R-2, R-2A 57% R-3, R-3A, R-4, R-4A 50% R5, R-5A, R-6 40% Suburban A 50% T2 57% T3 40% T4, T4-Open, T4P, T4R, TR 30% T5, T5R, T6 10% Residential lots less than 3 acres, if the existing canopy is less than 57% Existing with a minimum of 25% Residential lots 3 acres or greater 25% 27.4.27.3. In subdivision developments, tree canopy cover requirements shall apply to both the entire development and to each lot within the development. 27.5.27.4. Trees shall be conserved for tree canopy cover credit in accordance with the requirements that follow: a. Trees shall be conserved to the greatest extent possible in priority areas to meet tree canopy cover requirements. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 23 b. Existing trees 2 inches DBH and greater, except for invasive species listed on the tree species list or otherwise known to be invasive, may be eligible for tree canopy cover credit if the trees meet the minimum quality standards as established in the most current ANSI Z60.1 American Standard for Nursery Stock. c. Forested areas dominated by non-native, invasive, and/or exotic plant species (kudzu, for example) shall not be eligible for tree canopy cover credit. Trees conserved to meet tree canopy cover requirements shall be actively protected during construction and passively protected at all times. d. On commercial and other non-residential properties, specimen and heritage trees that have been conserved to satisfy tree canopy cover requirements shall be passively protected throughout their lives. e. Since the Structural Root Plate is the area of rapid tapering roots supporting the vertical weight of the tree, any damage to the Structural Root Plate will put the tree at high risk for failure and may be requiredrequire the tree to be removed as determined by the Administrator. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 24 27.6.27.5. Tree Planting for Canopy Credit a. When tree conservation alone cannot satisfy the tree canopy cover and location requirements, the planting of additional trees shall be required. b. A standard amount of tree canopy cover credit shall be assigned to a planted tree based on its species and tree canopy size class as set forth in the tree species list located in the Tree Conservation Manual. 28. Required Tree Locations 28.1. Rural Viewsheds a. Where rural viewsheds are required in accordance with zoning regulations, the entire area encompassed by the rural viewshed shall be eligibl e for tree canopy cover credit. b. For minor subdivisions and individual undeveloped residential properties, the conservation of trees within the first 60 feet of road frontage from an exterior street shall be eligible for a bonus of 20 percent additional square feet of tree canopy cover credit. Disturbance within the rural viewshed, shall follow the requirements set forth in the Zoning Ordinance. c. Trees shall be planted at a spacing compatible with tree placement standards set forth in the Tree Conservation Manual, except that closer spacing or clumping may be approved by the City ArboristAdministrator if the design meets the purpose and intent of the tree ordinance. 28.2. Road Frontages a. In all new developments, street trees shall be required along road frontages on private property at a spacing compatible with tree placement standards set forth in the Tree Conservation Manual, except that closer spacing or clumping may be approved by the City Arborist. b. Street tree requirements may be met with either conserved or planted trees. c. For planted street trees, the amount of available growing space above and below ground shall dictate which tree species may be planted as set forth in the Tree Conservation Manual. d. Trees of the largest mature height and widest tree canopy size classes that match the available growing space within the road frontage shall be planted. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 25 e. Street trees may be planted on the city street right-of-way if adequate growing space does not exist within the private property road frontage, but does exist within the city street right-of-way, if approved by both the City ArboristAdministrator and Public Works Director. 28.3. Parking Lots a. Parking lot landscaping shall conform to requirements in the Zoning ordinance Ordinance and to the requirements set forth in the Tree Conservation Manual. Where differences between the provisions exist, the more restrictive provisions shall prevail. b. Trees shall be evenly distributed throughout the parking lot to maximize tree functions and benefits. c. There shall be a minimum of one (1) very wide or wide canopy tree for every sixth parking space. No parking space shall be greater than 60 feet from the trunk of a tree. d. Trees in the very narrow tree canopy size class shall not be eligible for tree canopy cover credit in parking lots. At least 75 percent of the trees planted to meet parking lot tree canopy requirements shall be trees in the very wide or wide tree canopy size classes. e. All trees planted within parking areas or otherwise surrounded by pavement shall have a minimum amount of open soil surface in accordance with the standards set forth in the Tree Conservation Manual. f. In parking lots and other paved areas where expanded rooting and water infiltration areas are created with permeable pavement, structural soils or suspended pavement, the minimum open soil surface area may be reduced up to 50 percent if permeable pavement is used or up to 30 percent if structural soils or suspended pavement are used. g. Light poles and trees shall not share parking lot landscape islands to eliminate the need for severe pruning of tree crowns as they mature. h. Stormwater runoff into parking lot landscape islands may be permitted upon approval by the City Arborist if the design meets the intent and purpose of the tree ordinance. 28.4. Landscape Strips a. Landscape strips shall be required as set forth in the zoning Zoning ordinance Ordinance and the requirements set forth herein; where City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 26 differences between the provisions exist, the more restrictive provisions shall prevail. b. Trees within required landscape strips shall be provided as follows: 28.4.b.1. In landscape strips 25 feet wide or less, a minimum of one (1) tree for every 30 linear feet of landscape strip, at a spacing compatible with tree placement standards set forth in the Tree Conservation Manual, except that closer spacing or clumping may be approved by the city arborist. 28.4.b.2. In landscape strips greater than 25 feet wide, a minimum of one (1) tree for every 20 linear feet of landscape strip, at a spacing compatible with tree placement standards set forth in the Tree Conservation Manual, except that closer spacing or clumping may be approved by the city arborist. 28.4.b.3. Clumping is permitted to create a more natural-looking landscape. 28.4.b.4. All required landscape strips shall be designed with at least 60 percent tree canopy cover with no more than 40 percent cover in grass or ground cover. 28.4.b.5. All species within required landscape strips must be ecologically compatible with the growing site. 28.4.b.6. Trees in the very narrow or narrow tree canopy size class in the tree species list shall not be used to satisfy landscape strip requirements unless adequate growing space does not exist for trees in the wide or very wide tree canopy size classes. 28.4.b.7. No permanent structures shall be permitted within landscape strips, including retaining walls, curbing, dumpsters, detention facilities, etc. 28.4.b.8. Monument signs, fences, drainage structures, or sidewalks may be permitted within landscape strips if it is determined by the city arborist that their placement is consistent with the purpose and intent of this ordinance . 28.4.b.9. Curb stops shall be used to prevent vehicle overhang into require landscape strips and parking lot landscape islands, with one curb stop per parking stall required. 28.4.b.10. Signs within required landscape strips shall be subject to the approval of the Administrator and may only be located in areas of turf or groundcover, and shall not conflict with the growing space designated for trees and shrubs. 28.4.b.11. The deposition of stormwater runoff into drainage swales through landscape strips is not permitted. Exceptions will be considered by the city City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 27 arborist only if this standard will create an undue hardship to the property owner. Unless approved by the city arborist, the width of a drainage easement through a landscape strip shall not exceed the width of the strip . 28.4.b.12. When fencing is required as a condition of rezoning, the finished surface of the fence must face externally to the project. The exact location f or fence placement within the landscape strip will be determined on a case by case basis by the city arborist and may be approved if the design meets the intent and purpose of the tree ordinance. 28.5. Buffers a. Buffers required pursuant to the Zoning ordinance Ordinance shall provide a visual and noise barrier and where sparsely vegetated or where disturbed for approved access and utility crossings, they must be replanted . b. Required buffers shall remain undisturbed and actively protected for the duration of the permitted use for the site. c. Buffers must be replanted where sparsely vegetated or where disturbed for approved access and utility crossings. d. Trees approved for planting in buffers shall be primarily slow growing evergreen trees selected from the tree species list and shall be subject to the approval of the city arborist; up to 15 percent of the trees conserved or planted in buffers may be small height class hardwood trees approved for buffers as indicated on the tree species list. e. Trees shall be a minimum of five (5) feet in height at time of planting, with branching all the way to the ground required for evergreen trees. f. The number of planting rows for trees in buffers shall be determined by the buffer width, as set forth in Table 2. Table 2. Minimum Rows for Buffers by Width Buffer Width Minimum Planting Rows Less than 20 feet 2 rows 20 feet to 30 feet 3 rows 31 feet to 50 feet 4 rows Greater than 50 feet 4 plus 1 row for each additional 15 feet g. Drainage through buffers is subject to the approval of the administrator. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 28 h. Encroachment into buffers for the construction of retaining walls, footings, or wall supports is not permitted unless otherwise specified in the conditions of rezoning. Encroachments into buffer shall require zoning modifications or variances as applicable. i. All buffers require a 10-foot improvement setback interior to the buffer. j. No grading is allowed in the improvement setback unless permission is obtained from the administrator. k. Signs are not permitted within required undisturbed buffers. 29. Landscape Performance Bond 29.1. When the planting of trees and other required landscape plants cannot be completed during the planting season, a landscape performance bond shall be issued to the city. 29.2. The amount of the bond shall be equal to 125 percent of the total cost to purchase and install the trees and landscape plants based on the average of three (3) written estimates provided by the applicant. 29.3. The planting of trees and landscape plants covered by a landscape performance bond shall be completed within 1 year of the issuance of the bond. 29.4. If tree planting is not completed within 1 year of the issuance of the bond, the city may use the bond to plant the required trees and landscape plants on the lot, or off-site in a registered tree bank. 29.5. Upon the successful planting of all required trees and landscape plants by the applicant, the landscape performance bond shall be returned. 30. Certificate of Occupancy and Final Plat Approval 30.1. A certificate of occupancy or final plat approval shall only be issued if all the following conditions have been met: a. Applicant meets all tree ordinance requirements. b. Lot conforms to all aspects of the tree canopy plan. c. All trees required to be planted by the tree canopy plan, tree planting and maintenance plan, remediation plan, City of Milton zoning ordinance, variance conditions or other conditions for a development permit or plan approval, have been installed on the lot or in a tree bank. d. Required payments have been made to the tree canopy fund. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 29 e. Any civil penalties or other monetary obligations assessed for violations of the tree ordinance have been paid. f. All replacement trees and tree canopy cover required due to violations of the tree ordinance have been installed. 30.2. A temporary certificate of occupancy may be granted by the administrator before all trees have been planted if a landscape performance bond has been issued to the city. 31. Alternative Compliance 31.1. Alternative compliance for a portion of the tree canopy cover required on a lot may be approved by the administrator Administrator pursuant to the provisions of this section. 31.2. Subdivision developments as a whole are not eligible to use alternative compliance; owners of individual properties within a subdivision development may be eligible to use alternative compliance. 31.3. Alternative compliance shall be either the planting of trees off-site in a registered tree bank in an amount equal to the proposed tree canopy cover deficit or replacement deficit, or a payment made by the applicant to the City of Milton Tree Canopy Fund for the tree canopy value of the deficit. 31.4. Planting trees off-site in a tree bank for a maximum of one-half (1/2) of the tree canopy cover requirement or tree replacement requirement may be approved. 31.5. The city shall maintain a list of registered tree bank sites, which may include open space on city property or on developed, private property. 31.6. Owners of developed properties with at least 8,000 square feet of open space may apply to the city to have their open space registered as a tree bank under the conditions set forth in the Tree Conservation Manual. 31.7. The use of the tree bank shall be approved by the administrator Administrator under the following conditions: a. The maximum amount of tree canopy cover possible on the lot is conserved and/or planted, as determined by the city arborist; and, b. A registered tree bank site is available with enough space to accommodate the trees and their required growing space. 31.8. Applicants wishing to plant trees off-site shall execute a letter of agreement directly with the registered tree bank owner that must include, at a minimum: City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 30 a. Applicant’s name and contact information; b. Number of trees to be planted by species and caliper; c. Planting schedule including projected beginning date of planting and projected completion date of planting; d. Name and contact information for applicant’s agent who will be responsible for the planting of trees on the tree bank site; and, e. Commitment to maintain the property in the condition in which it was found prior to the planting operation. 31.9. Trees planted in tree banks shall meet all the same requirements as for trees planted on-site. 31.10. A tree planting and maintenance plan developed and submitted by the applicant shall be required. 31.11. The applicant shall be responsible for the planting of trees off -site in a tree bank. 31.12. The registered tree bank owner shall be responsible for the required maintenance and protection of tree bank trees. 31.13. The area planted or conserved as a tree bank shall remain covered by tree canopy in perpetuity, unless otherwise modified with the approval of the city arborist. 31.14. The removal of trees within a tree bank shall require a tree removal permit. 31.15. A payment to the tree canopy fund in lieu of the conservation or planting of tree canopy cover for a maximum of one-third (1/3) of the tree canopy cover requirement or tree replacement requirement shall be approved by the administrator under the following conditions: a. The conservation or planting of the required tree canopy cover or replacement trees will eliminate the owner’s ability to utilize their lot for a specific, permitted use as described in writing by the property owner; and, b. No tree bank location is available for the planting of trees off-site. 31.16. Payments into the tree fund for tree canopy cover requirement deficit shall be calculated using the tree canopy value set forth in the city’s current fee schedule. 32. Tree Canopy Fund City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 31 32.1. There is hereby adopted a City of Milton Tree Canopy Fund to be established for the deposit of payments required by the tree ordinance or donated for other community forest management activities. 32.2. In addition to receiving payments for tree canopy cover requirement deficit, the tree canopy fund shall also receive as revenue: a. Donations for tree program activities; b. Fees collected for alternative compliance to the tree ordinance; and, c. Fees for violations of the tree ordinance. 32.3. Tree canopy funds may be expended for: a. The purchase, planting and maintenance of trees on city property; and, b. Community forestry management activities conducted by the city to sustain, increase and improve tree canopy cover. 33. Timber Harvesting 33.1. For lots greater than 2 acres, a timber harvesting notification shall be required and shall be submitted to the Administrator before any timber harvesting may commence. 33.2. A 50-foot undisturbed buffer around the perimeter of a lot where timber harvesting will occur shall be required in all zoning districts. 33.3. The clearcutting of timber shall be allowed on AG-1 zoned land only. 33.4. Thinning shall be allowed in all zoning districts and land uses. 33.5. Except for AG-1 zoned properties, an approved tree canopy plan shall be required before timber harvesting may commence. 33.6. No development permits shall be issued for a lot for a period of 5 years after the completion of timber harvesting operations unless a tree canopy plan has been submitted for the lot concurrent with the submittal of the timber harvesting notification. 33.7. When a tree canopy plan is required or voluntarily submitted for a lot on which clearcutting or thinning will occur, the following requirements shall apply: a. The tree canopy plan shall show the location of the required 50-foot undisturbed buffer, any state water buffers, areas to be clearcut, areas to be thinned, and all specimen and heritage trees; City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 32 b. The lot must meet the tree canopy cover requirements for the zoning district for the entire lot upon completion of timber harvesting; and, c. The conservation of specimen trees and heritage trees shall be required, and all specimen and heritage trees conserved shall be actively protected during timber harvesting operations in accordance with the standards set forth in the Tree Conservation Manual. 33.8. Stump removal or grading shall be prohibited as part of normal timber harvesting operations that are not related to development. 33.9. Clearcutting, thinning or land disturbance shall not be allowed within state water or wetland buffers. 33.10. Compliance with the soil erosion and sedimentation control ordinance is required. 33.11. All timber harvesting operations shall comply with the most current Georgia’s Best Management Practices for Forestry available from the local office of the Georgia Forestry Commission. City of Milton, Georgia Chapter 60 – Tree Canopy Conservation Ordinance Revised May 15, 2020 City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page i Table of Contents ARTICLE I. IN GENERAL ......................................................................................... 1 1. Title ................................................................................................................................................... 1 2. Purpose and Intent ........................................................................................................................... 1 3. Administrator .................................................................................................................................... 1 4. Waivers ............................................................................................................................................. 1 5. Applicability and Exemptions ............................................................................................................ 2 6. Tree Conservation Manual ................................................................................................................ 3 7. Definitions ......................................................................................................................................... 3 8. Protected Trees ................................................................................................................................. 9 9. Specimen Trees ................................................................................................................................. 9 10. Specimen Tree Stand .................................................................................................................. 10 11. Heritage Trees ............................................................................................................................. 10 12. City of Milton Tree Species List ................................................................................................... 11 13. Appeals ........................................................................................................................................ 12 14. Inspections .................................................................................................................................. 12 15. Enforcement ............................................................................................................................... 12 16. Notice of Violation ...................................................................................................................... 13 17. Stop Work Order ......................................................................................................................... 13 18. Citations ...................................................................................................................................... 14 ARTICLE II. TREE CANOPY ON PROPERTY ABSENT DEVELOPMENT ACTIVITY ........15 19. Tree Canopy Management ......................................................................................................... 15 20. Tree Canopy Priorities ................................................................................................................. 15 21. Tree Canopy Cover Requirements .............................................................................................. 15 22. Tree Removal Permit .................................................................................................................. 15 23. Tree Canopy Replacement .......................................................................................................... 16 24. Tree Canopy Management ......................................................................................................... 17 25. Tree Canopy Priorities ................................................................................................................. 17 26. Tree Canopy Plan ........................................................................................................................ 18 27. Tree Canopy Cover Requirements .............................................................................................. 19 28. Required Tree Locations ............................................................................................................. 21 City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page ii 29. Landscape Performance Bond .................................................................................................... 25 30. Certificate of Occupancy and Final Plat Approval ....................................................................... 25 31. Alternative Compliance ............................................................................................................... 26 32. Tree Canopy Fund ....................................................................................................................... 27 33. Timber Harvesting ....................................................................................................................... 28 City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 1 ARTICLE I. IN GENERAL 1. Title 1.1. This chapter shall be known as the Tree Canopy Conservation Ordinance of the City of Milton, Georgia or the “tree ordinance”. 2. Purpose and Intent 2.1. The purposes of the tree ordinance are to: a. Create a living and working environment for Milton’s citizens and visitors that is attractive, healthy and safe; b. Manage and utilize trees for the economic, environmental, and social functions and benefits they provide; and, c. Provide a framework for accomplishing the goals and objectives in the City’s comprehensive plan and other community, environmental and conservation ordinances, plans and policies. 2.2. The intent of this ordinance is to: a. Promote human, environmental and economic health within the community; b. Promote shared responsibility by all property owners to contribute to tree canopy cover; and, c. Establish the minimum amount of regulations that will achieve the vision and goals of the city and produce the desired outcomes. d. Maintain no net loss of tree canopy cover below the 57 percent existing as of March 2017. The City will measure the tree canopy as needed, but not to exceed a five year period between measurements, using the latest technology and use the results to evaluate the effectiveness of this ordinance in achieving the city’s tree canopy goals. 3. Administrator 3.1. The Director of the Community Development Department shall be the Administrator of the tree ordinance. 3.2. Reference to the Administrator shall include the Administrator and/or their designee. 4. Waivers City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 2 4.1. The Administrator shall have the authority to waive any provision of the tree ordinance where such waiver is consistent with the purpose and intent of the tree ordinance and where literal enforcement of the tree ordinance will create an undue hardship or unreasonable practical difficulty on the Applicant. 4.2. The Administrator shall determine if a waiver is justified. A waiver must be based upon credible evidence submitted to the Administrator demonstrating that: a. Approval, if granted, would not offend the purpose and intent of the tree ordinance; b. There are such extraordinary and exceptional situations or conditions pertaining to the particular piece of property that literal or strict application of the tree ordinance would create an unnecessary hardship due to size, shape, or topography or other extraordinary and exceptional situations or conditions not caused by the applicant; c. Relief, if granted would not cause a substantial detriment to the public good and surrounding properties; d. That the public safety, health and welfare are secured, and that substantial justice is done. 4.3. The Administrator shall keep record of all approved waivers. Every quarter, any waivers that have been approved will be presented to the Planning Commission by the Administrator. 4.4. Planning Commission may recommend amendments to the provisions of the tree ordinance to the Administrator at this time. 5. Applicability and Exemptions 5.1. The terms and provisions of the tree ordinance shall apply to: a. All real property within the City of Milton unless otherwise exempted herein; b. Any activity that requires the issuance of a development permit; c. The removal of or disturbance to the Critical Root Zone or Structural Root Plate of any Protected tree including Specimen and Heritage trees. 5.2. The activities, properties and trees that are exempt from the requirements of the tree ordinance are: a. Removal of trees posing an imminent threat or under emergency conditions; City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 3 b. Commercial tree nursery and tree farm operations; c. Trees removed or pruned by any utility company as part of routine vegetation management activities or utility maintenance/repair within the utility right-of-way or existing easements. 6. Tree Conservation Manual 6.1. There is hereby adopted and incorporated by reference, as if fully set forth herein, a Tree Conservation Manual (version revised October 23,2019) that supplements the tree ordinance and sets forth standards and procedures for activities required by the tree ordinance. A copy of this manual will be available online and in the office of Community Development. 6.2. The Tree Conservation Manual may be modified by the Administrator as necessary to reduce outcomes contrary to the purpose and intent of the tree ordinance; provided that revised versions of the manual shall become part of the tree ordinance only after adoption by the City Council as an amendment to the tree ordinance. Should any standard of the Tree Conservation Manual conflict with the tree ordinance, the tree ordinance shall govern. 7. Definitions 7.1. All words used in the tree ordinance shall have their customary dictionary definitions except as specifically defined herein or in the zoning regulations if not defined herein. 7.2. The words “shall” and “must” are mandatory, and the words “may” and “should” are permissive. a. Active tree protection. The active and ongoing planning, installation and monitoring of physical measures undertaken to protect a tree during land disturbance or alteration. b. Applicant. A property owner or his/her authorized agent(s) applying for a tree removal, development, or right-of-way encroachment permit for a tree or property, or seeking approval for a tree canopy, tree protection, or tree planting and maintenance plan, or seeking approval for a minor subdivision plat, certificate of conceptual plan approval, final plat approval or certificate of occupancy. c. Appraised tree value. The dollar value of a tree as determined by a certified arborist using methodology set forth in the latest edition of the Guide for Plant Appraisal developed by the Council of Tree and Landscape Appraisers City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 4 and published by the International Society of Arboriculture (www.isa- arbor.com). d. Buffer, state waters. An area along the course of any state waters required by city, state or federal regulations to be maintained in an undisturbed and natural condition. e. Buffer, zoning. As required by the zoning ordinance, a natural undisturbed portion of a lot, except for approved access and utility crossings, which is set aside to achieve a visual barrier between the use on the lot and adjacent properties and/or uses with natural vegetation or replanting of trees and shrubs if sparsely vegetated. f. Caliper. The diameter of the trunk of tree nursery stock or a newly planted tree measured at 6 inches above the ground line for trees with calipers 4 inches and smaller, and at 12 inches above the ground line for trees with calipers greater than 4 inches. g. Certified arborist. Professional who possesses the technical competence gained through experience and related training to provide for or supervise the management of trees and other woody plants in residential, commercial and public landscapes and whose level of training is certified by the International Society of Arboriculture. h. City arborist. The designee of the City of Milton assigned by the Director of the Community Development Department with the primary responsibilities of administration and enforcement of the tree ordinance. i. City tree. Any tree which is located within any city park, city easement, city right-of-way, or on any other city owned property. j. Clearcutting. A method of harvesting timber that results in the removal of all trees from all or a portion of a property. k. Commercial tree nursery or commercial tree farm. A property on which trees are grown and sold as wholesale or retail nursery stock by a business licensed by the City of Milton. l. Conserved Tree. Any tree where encroachment into the Critical Root Zone does not exceed 25%. m. Critical root zone (CRZ). For a conserved tree, the ground and soil area to a depth of 24 inches within the larger of either the dripline or a circular area with a radius extending out from the trunk 1.5 feet for every 1 inch of DBH; City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 5 Encroachment into the critical root zone must not exceed 25% for the tree to be considered conserved. n. Crown. The entirety of a tree’s scaffold limbs, branches and leaves. o. DBH. The diameter at breast height (4.5 feet above the ground line) of the trunk of an existing tree, calculated by dividing the circumference of the trunk by 3.14. p. Development activity. Any activity on real property which requires a development permit. q. Development permit. A land disturbance permit, grading permit, building permit, demolition permit, minor plat approval, preliminary plat approval, concept plan approval or other permit or approval issued by the City Community Development Department authorizing the commencement of the disturbance, alteration, improvement or development of a given tract of land. r. Dripline. The vertical line extending from the outermost edges of a tree’s branches to the ground, that forms, more or less, a circle on the ground centered on the tree’s trunk. s. Establishment period. For a newly planted tree, the time from planting until the beginning of the fourth growing season on -site. t. Existing tree. An established tree growing on-site for at least 3 complete growing seasons. u. Forested area. An area at least 50 feet wide in any one dimension and at least 2,500 square feet in total area consisting of at least 5 trees with 75 percent tree canopy cover. v. Growing season. March 1 to November 30. w. Hazardous tree. A tree that is likely to fail wholly or in part, under normal environmental conditions as determined by a certified arborist. x. Healthy tree. A tree with a live crown ratio greater than 30 percent, less than 50 percent crown dieback, no major structural defects, a life expectancy of 15 years or greater, and free from signs or symptoms of irreversible decline, severe insect or disease infestation, severe chlorosis, or other life-threatening conditions. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 6 y. Heritage tree(s). A tree that is designated by the administrator to be of notable community interest because of its outstanding age or size, landmark recognition or historical association. z. Land disturbing activity. Any activity which may result in soil erosion from water or wind and movement of sediments into state water or onto lands within the state, including, but not limited to clearing, dredging, grading, excavating, transporting, and filling of land, but not including agricultural practices as set forth in the City of Milton Soil Erosion and Sedimentation Control Ordinance. aa. Landscape strip. An area required by the tree ordinance, the City of Milton zoning resolution or any condition of zoning, use permit or variance approval, which is reserved for the installation and/or maintenance of plant materials. bb. Limits of disturbance. The boundary within which all construction, materials storage, grading, landscaping and related activities shall occur. cc. Live crown ratio. The percentage of the total height of a tree that is occupied by the tree’s live crown. dd. Open soil surface area. The square foot area of the ground surrounding a planted tree that is required to remain permeable and open, covered only by a layer of mulch; the size of the area required varies by the mature height class of the tree being planted. ee. Passive tree protection. The ongoing avoidance of activities harmful to a tree, as further described in the tree ordinance, within the tree protection zone. ff. Planted tree. A tree that has been planted within the last 3 years and has not yet completed 3 growing seasons on-site. gg. Planting season. November 15 to March 15. hh. Priority area. An area on a lot where tree canopy cover is considered a priority over other areas due to the functions and benefits tree cover provides in that location. ii. Priority tree. A specimen or heritage tree. jj. Property. An area of land composed of less than one lot, or of accumulations of one or more lots, or parts thereof. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 7 kk. Protected tree. Any tree 8 inches DBH or greater, any tree conserved or planted to meet tree ordinance requirements, any City Tree, any Specimen Tree, and/or any Heritage Tree. ll. Remediation plan. A plan that may be required by the city arborist from a property owner or his/her authorized agent after a written notice of violation or stop work order has been issued for the property describing how the conditions of violation of the tree ordinance shall be remedied in accordance with the city arborist’s requirements and the conditions stated on the notice, order, or other pertinent documentation. mm. Scaffold limbs. The large limbs branching off from the main trunk that form the basic structure of the tree’s crown and support the remaining branches and leaves. nn. Soil compaction. A change in soil physical properties which includes an increase in soil weight per unit volume and a decrease in soil pore space caused by repeated vibrations or frequent traffic and weight that can result in physical root damage, reduced root penetration, a decrease in soil oxygen levels and an increase in toxic gases. oo. Specimen tree(s). A tree or contiguous stand of trees of special value to the community due to its quality, size, or species, and meeting general and specific criteria as set forth in the tree ordinance, as determined by the City Arborist. pp. Standard tree canopy cover credit. The square feet of tree canopy cover assigned to each of the tree canopy size classes, as set forth herein and in the City of Milton Tree Species List. qq. Street tree. A tree located within a road frontage that is conserved or planted for the purpose of providing tree canopy cover over the public street right-of-way. rr. Structural Root Plate. For a conserved tree, the ground and soil area to a depth of 30 inches with a radius extending out from the trunk 0.5 feet for every inch of DBH. ss. Thinning. Selective cutting of trees for timber products with the remaining trees more or less evenly distributed across a property. tt. Timber harvesting. The felling of trees for timber products (pulpwood, sawtimber, etc.) as part of ongoing forest management practices, by thinning or clearcutting. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 8 uu. Topping. The improper practice of the severe cutting back of limbs to stubs larger than 2 inches in diameter within the tree’s crown to such a degree that the tree canopy is removed or the crown shape typical of the species is disfigured, resulting in decay of the scaffold limbs or trunk and/or decline in main branch and sprout production. vv. Tree. A self-supporting woody perennial plant with the potential to reach a minimum DBH of 3 inches and height of 15 feet at maturity under natural conditions. ww. Tree bank. A site registered with the city where growing conditions are favorable for the establishment of trees per the tree placement standards set forth in the Tree Conservation Manual, and on which trees may be planted to satisfy tree replacement or minimum tree canopy cover requirements for another property. xx. Tree canopy cover. The cover provided by tree crowns over the ground surface, either individually or as a group; also, a measure of the percent of a lot covered by all tree canopy, calculated by dividing the total area of tree canopy cover by the total area of the lot, and multiplying by 100. yy. Tree canopy fund. A revenue account established by the city for receiving payments in lieu of meeting tree canopy cover requirements, donations, fees, and fines, and used by the city for the purchase, planting, and maintenance of trees on city property and community forest management activities. zz. Tree canopy plan. A site plan showing how tree canopy cover requirements will be met on a lot, which trees will be conserved, how they will be protected, which new trees will be planted and where, and how they will be maintained. aaa. Tree canopy size, tree canopy size class. The amount of tree canopy cover a tree can be expected to provide at maturity under urban conditions, as determined by the species and categorized in the tree species list into four (4) size classes: very wide (1,600 square feet); wide (900 square feet); narrow (400 square feet); and, very narrow (150 square feet). bbb. Tree canopy value. The dollar value of 100 square feet of tree canopy cover as set forth in the city’s fee schedule and used for calculating payments into the tree canopy fund. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 9 ccc. Tree conservation manual. A supplement to the tree ordinance containing standards and procedures required for tree ordinance compliance. ddd. Tree height class. The typical total height of a tree at maturity under urban conditions, as determined by the species and categorized in the tree species list into three (3) classes: large (greater than 50 feet tall); medium (25 to 50 feet tall); and, small (less than 25 feet tall). eee. Tree ordinance. Chapter 60 – Vegetation of the City of Milton municipal code of ordinances. fff. Tree protection zone (TPZ). The tree protection zone includes the critical root zone of a tree, the tree’s trunk and the entirety of the tree’s crown. ggg. Tree removal permit. A permit required before a protected tree can be removed, destroyed or irreparably damaged. hhh. Tree species list. The City of Milton Tree Species List, which is located in the Tree Conservation Manual and contains the tree species approved, and not approved, for conservation and planting to satisfy tree replacement or tree canopy cover requirements. iii. Unhealthy tree. A tree with major structural defects, a live crown ratio less than 30 percent or 50 percent or more crown dieback, or a tree exhibiting signs or symptoms of irreversible decline, severe mistletoe infection, severe insect or disease infestation that cannot be practically controlled, or severe chlorosis, as documented by a certified arborist with final approval by the City Arborist. 8. Protected Trees 8.1. A tree removal permit shall be required for any Protected tree being removed or having disturbance to the critical root zone and/or structural root plate. 8.2. The removal of or disturbance to the Critical Root Zone or Structural Root Plate of any Protected tree without a tree removal permit shall be considered a violation of the tree ordinance. 9. Specimen Trees 9.1. Any healthy tree, documented by aa certified arborist and verified by the City Arborist, which meets at least one of the following criteria for size: a. Hardwood trees with a minimum DBH of 24 inches for a tree in the large or medium mature tree height class (very wide or wide canopy); or City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 10 b. Any tree with a minimum DBH of 8 inches for a tree in the small mature tree height class (narrow or very narrow canopy); or c. Pine trees (Pinus spp.), Sweetgums (Liquidambar styraciflua), and Tulip- Poplars (Liriodendron tulipifera) with a minimum DBH of 27 inches regardless of mature tree height class. 9.2. If removal of a Specimen Tree is approved, replacement requirements shall be 150 percent of the square feet of tree canopy cover removed . 9.3. All Specimen Trees successfully conserved and protected to meet tree canopy cover requirements shall be given 25 percent additional tree canopy cover credit over the actual measured canopy square footage or the standard credit as assigned by the Tree Species List. 10. Specimen Tree Stand 10.1. A stand of trees may be considered a Specimen Tree Stand if primarily composed of healthy trees, with no major insect or disease problems within the stand and meets at least one of the following specific criteria as documented by a certified arborist and verified by the Administrator: a. A mature, even-aged stand; b. A stand with purity of species composition or of a rare or unusual nature; c. A stand of historical significance; d. A stand with exceptional aesthetic quality; or, e. A stand on a lot which is otherwise devoid of trees. 11. Heritage Trees 11.1. A tree shall be designated as Heritage if it meets the criteria set forth herein. 11.2. Trees may be nominated for Heritage Tree status by the tree owner by submitting a Heritage Tree Nomination Form to the Administrator. 11.3. Within 15 business days after the submittal of a completed nomination form by a tree owner to the Administrator, the City Arborist shall provide a recommendation on whether the nominated tree(s) should be designated as Heritage. 11.4. The Administrator shall present the recommendation to City Council who shall review heritage tree nominations and shall have the authority to designate trees as Heritage. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 11 11.5. For a tree to be designated as heritage, it must be a healthy tree as documented by aa certified arborist and verified by the Administrator and meet at least one of the following specific criteria as determined by the Administrator: a. State or county champion tree, as determined by the Georgia Forestry Commission (www.gfc.state.ga.us), or a tree that scores within 10 percent of the total score of a state or county champion tree of the same species using the scoring system described by the Georgia Forestry Commission; or b. Documented age greater than 75 years old; or c. An established and familiar feature or integral part of the community and its heritage and is recognized as such by the administrator; or d. Designated by the Georgia Tree Council (www. gatreecouncil.org) as a Landmark or Historic Tree; or e. Documented historical significance. 11.1. Prior to the approval of a tree canopy plan for a lot that includes the proposed conservation or removal of a Heritage Tree, the City Arborist shall inform the applicant that one or more trees on the lot has been designated as a Heritage Tree before the tree canopy plan is approved. 11.2. The City Arborist shall maintain a current list of designated Heritage Trees and their locations shall be recorded on the City’s GIS (Geographic Information System). 11.3. All Heritage Trees successfully conserved and protected to meet tree canopy cover requirements shall be given 40 percent additional tree canopy cover credit over the actual or standard credit. All Heritage Trees approved for removal must have their canopy replaced at 200 percent and payment must be made into the Tree Canopy Fund at the rate listed in the City’s fee schedule located in Appendix A of the City Code. Canopy replacement shall be based on the actual measurement of the tree canopy. 12. City of Milton Tree Species List 12.1. There is hereby a City of Milton Tree Species List as set forth in the Tree Conservation Manual that shall include species approved for conservation and planting to meet tree canopy cover requirements or replacement tree planting requirements. 12.2. The tree species list shall also include species not approved for tree conservation or planting to meet requirements that are invasive, have brittle or weak wood, City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 12 poor structure or large thorns, are pest susceptible or are not well -suited to regional growing conditions. 12.3. Trees planted to satisfy tree canopy cover and tree replacement requirements of the tree ordinance shall be selected from the City of Milton Tree Species List. A species of tree not on the City of Milton Tree Species List, or not approved for planting in a specific location, may be approved for planting by the Administrator. 13. Appeals 13.1. Any person aggrieved or adversely affected by any decision of the City Arborist relating to the application of the tree ordinance may file an appeal within 30 days of the decision with the Administrator for relief or reconsideration. 13.2. Any person aggrieved or adversely affected by any decision of the Administrator relating to the application of the tree ordinance may file an appeal within 30 days of the Administrator’s decision with the Board of Zoning Appeals through the Administrator. 13.3. Decisions shall only be reversed on appeal for clearly erroneous interpretation of the tree ordinance. 14. Inspections 14.1. The Administrator or his/her designee shall have the authority to conduct inspections periodically or as deemed necessary to monitor land disturbing activities, tree removal activities, or other permitted or non-permitted activities for compliance with the tree ordinance. 14.2. No person shall refuse entry or access to any authorized agent(s) of the City who requests entry for the purpose of inspection and who presents appropriate identification, nor shall any person obstruct, hamper or interfere with any such agent while in the process of carrying out his/her official duties. 14.3. The Administrator may also monitor tree canopy cover on a lot using the city’s geographic information system and current aerial photography for assessing ongoing compliance with tree canopy cover requirements. 15. Enforcement 15.1. It shall be the duty of the Administrator to enforce the tree ordinance. 15.2. The Administrator shall have the authority to modify, revoke, suspend, or void any development permit, or tree removal permit and suspend all work on a City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 13 property or any portion thereof if a violation of the tree ordinance occurs until it is determined that the property is in full compliance with the tree ordinance. 15.3. The Administrator shall have the authority to issue a Notice of Violation, Stop Work Order, and Citation to enforce the provisions of the tree ordinance. 16. Notice of Violation 16.1. If, through inspection, it is determined that an applicant, his/her authorized agent(s), or other person or company has engaged in land disturbing or other prohibited activities which have resulted in the damage or removal of trees without a required permit or approval, or failed to comply with the terms and conditions of an approved tree removal permit or tree canopy plan, or is otherwise responsible for a violation of the tree ordinance, then a written notice of violation may be served upon the applicant, his/her authorized agent(s), and/or other person or company responsible for the land disturbance or prohibited activity. 16.2. The notice shall set forth the measures necessary to correct the violation and achieve compliance and shall state the time frame within which such measures must be completed. 16.3. If the applicant, his/her authorized agent(s), or the person or company otherwise responsible for the violation fails to correct the violation or comply with tree ordinance requirements within the time frame specified on the notice of violation, he/she shall be subject to an immediate citation and/or stop work order. 16.4. Reinspection to assess compliance after a violation shall require a separate re- inspection fee as set forth in the City’s fee schedule. 17. Stop Work Order 17.1. The Administrator may require that work on any project that is in violation of the tree ordinance be immediately stopped to avoid further damage and until such time as the violation has been remedied to the satisfaction of the Administrator. 17.2. The issuance of a written or verbal notice of violation is not required prior to or in conjunction with the stop work order if the Administrator determines that work must be stopped immediately to avoid further damage. 17.3. The stop work order shall: a. Be in writing and posted on site; b. State specific violations; City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 14 c. Be given to the applicant, property owner, the authorized agent(s) of either, or the person performing or responsible for the activity resulting in the violation; d. State the conditions under which work may be resumed; and, e. Allow only erosion control work to continue while the stop work order is in effect. 17.4. Where an emergency exists, a verbal order to stop work by the Administrator or his/her agent(s) shall be given, with issuance of a written order required within 24 hours. 17.5. The Administrator may require that a revised tree canopy plan or separate remediation plan be submitted for approval before remediation or any other work commences on-site. 17.6. The following violations shall result in issuance of an emergency, verbal stop work order: a. Land disturbing or tree removal within state water buffer or zoning buffer; b. Land disturbance within the critical root zone of Protected Trees or removal of trees designated for conservation on an approved tree canopy plan; c. Non-permitted Protected Tree removal, land disturbance, or prohibited activities within the critical root zone of a Specimen or Heritage Tree; or, d. Improper installation or maintenance of required tree protection measures. 18. Citations 18.1. Fines and penalties shall be assessed for citations, according to the following criteria: a. Any person who violates any provisions of the tree ordinance may be fined up to $1,000 per violation; b. Each calendar day a violation exists shall be considered a separat e offense; c. There are no maximum limitations to the accrual of fines; d. In the event a City tree is damaged or destroyed, the person responsible may be required to reimburse the City for the appraised tree value; e. The replacement of trees and additional tree canopy cover may be required in addition to other fines or penalties imposed; City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 15 f. Offenses shall be tried in Milton Municipal Court; g. Each owner of property wherein a violation exists, or each owner of a boundary tree, shall be jointly responsible for said violation; and, h. Fines received for violations to the tree ordinance shall be deposited into the tree canopy fund. ARTICLE II. TREE CANOPY ON PROPERTY ABSENT DEVELOPMENT ACTIVITY 19. Tree Canopy Management 19.1. On properties absent development activity, tree canopy cover shall be managed through establishing tree canopy priorities, tree canopy cover requirements, tree removal permitting and replacement requirements. 20. Tree Canopy Priorities 20.1. Priority areas on properties absent development activity for tree conservation and planting shall be rural viewsheds, road frontages, required setbacks, landscape strips or islands, and state waters or zoning buffers. 20.2. Priority trees for conservation shall be Specimen Trees, Specimen Tree Stands, and Heritage Trees. 21. Tree Canopy Cover Requirements 21.1. The minimum amount of tree canopy cover required on a lot, in the absence of further development, shall be the amount existing as of the date of application for tree removal permit or the minimum canopy coverage requirement per Table 1, whichever is less. 21.2. If the lot is over the minimum canopy coverage requirement per Table 1, any proposed tree removal must not bring the lot below the minimum canopy coverage requirement without recompense. 22. Tree Removal Permit 22.1. On a lot that is not undergoing further development or improvement , a tree removal permit is required prior to the removal of any Protected Tree or before any encroachment into the Critical Root Zone or Structural Root Plate of a Protected Tree. 22.2. The removal of a Protected Tree or encroachment into the Critical Root Zone or Structural Root Plate without a tree removal permit shall constitute a violation of the tree ordinance and may result in an immediate Stop Work Order, Notice of City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 16 Violation or Citation for the tree owner and/or any person or company involved in cutting, removing or damaging the tree. 22.3. Application for a tree removal permit shall be made by the tree owner or his/her authorized agent, to the Administrator. 22.4. A tree removal permit is required for the removal of a dead, unhealthy or invasive tree. 22.5. A tree removal permit application fee shall be required, except for an application for the removal of a dead, unhealthy or invasive tree. 22.6. The Administrator shall make a site visit or utilize other appropriate means to inspect the trees proposed for removal within 10 days of the date of application. 22.7. If canopy replacement is required, the applicant or property owner must provide an agreement to the canopy replacement, such as, but not limited to, , a signed contract with a landscape company stating the quantity, size, and species of trees to be planted, or a written statement from the property owner specifying the quantity, size, and species of trees to be planted along with a proposed planting schedule before the permit may be issued. 22.8. The Administrator will take into consideration the amount of tree canopy cover existing on the lot at the time of application for a tree removal permit, the total square feet of tree canopy cover proposed for removal, and the number of tree removal permits approved for the lot within the last five (5) years. 22.9. When trees are removed on a lot without a tree removal permit due to imminent threat or emergency conditions, the owner of such trees shall provide an oral or electronic notice via telephone or e-mail to the Administrator prior to or immediately after the removal. 22.10. Should the Administrator determine that an imminent threat or emergency removal was not warranted, an after-the-fact permit and fee shall be required in addition to replacement tree planting pursuant to Section 24 of the tree ordinance. 22.11. Replacement of the tree canopy removed, whether permitted or not permitted, shall be required pursuant to Section 23. 23. Tree Canopy Replacement 23.1. The square feet of tree canopy cover provided by a Protected Tree that is approved for removal or lost due to disturbance within the Critical Root Zone or City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 17 Structural Root Plate on a lot shall be replaced if, after the removal, the lot has less than the minimum tree canopy cover listed in Table 1. 23.2. Tree canopy replacement shall not be required for a tree removed under emergency conditions or after the approved removal of a dead, unhealthy, or invasive tree. 23.3. Replacement trees shall be a minimum of 2-inch caliper for non-Specimen and non-Heritage Protected Trees and 4-inch caliper for Specimen or Heritage Trees at the time of planting. 23.4. When a Protected Tree is removed without a tree removal permit, two (2) times the standard tree canopy cover credit for the species for non-Specimen and non- Heritage Protected Trees, and four (4) times the canopy removed or standard tree canopy cover credit, whichever is greater, for Specimen Trees and eight (8) times the canopy removed or standard tree canopy cover credit, whichever is greater, for Heritage Trees, shall be replaced on the lot with 4-inch caliper trees regardless of whether the lot meets minimum tree canopy cover requirements. 23.5. All planting and maintenance activities for required replacement trees shall be completed in accordance with the standards set forth in the Tree Conservation Manual. 23.6. Recompense tree planting may be satisfied by alternative compliance pursuant to Section 31. ARTICLE III. TREE CANOPY IN CONNECTION WITH DEVELOPMENT ACTIVITY 24. Tree Canopy Management 24.1. On properties in connection with development activity, tree canopy cover shall be managed through tree canopy cover requirements and tree conservation and planting to meet those requirements. 25. Tree Canopy Priorities 25.1. Priority areas on properties with development activity for tree conservation and planting shall be rural viewsheds, road frontages, parking lots, landscape strips and landscape islands, and state waters and zoning buffers. 25.2. Regardless of whether the lot meets minimum tree canopy cover requirements, trees shall be required, either conserved or planted, in rural viewsheds, road frontages, parking lots, landscape islands, landscape strips and buffers as set forth in the zoning regulations. 25.3. Priority trees for conservation shall be Specimen and Heritage Trees. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 18 26. Tree Canopy Plan 26.1. An approved tree canopy plan may be required as a condition of approval of any development permit if necessary to implement the purposes and intent of the tree ordinance as determined by the Administrator. 26.2. An approved tree canopy plan shall serve as an approved tree removal permit for the purposes of land development. 26.3. The tree canopy plan shall be prepared by a licensed professional, such as, a certified arborist, registered forester, registered landscape architect, professional engineer or registered land surveyor. 26.4. The tree canopy plan shall be drawn to scale and include a tree survey, a tree protection plan, a tree planting plan, and shall, at a minimum, include the following: a. A table summarizing how tree canopy requirements will be met with conserved and planted trees; b. Surveyed trunk location, DBH, species of all individually growing Protected Trees, including Specimen and Heritage Trees, on the lot, with Critical Root Zones, and Structural Root Plates identified on all Protected Trees, including Specimen and Heritage Trees, proposed for conservation. Location of tree groups and forested areas with description of primary species and average DBH; c. All Protected Trees, including Specimen and Heritage Trees, proposed to be removed; d. Location of all tree save areas and notations of all tree protection methods to be used with details on materials and installation methods; e. Trunk location, species, and caliper of all trees proposed for planting with planting details and maintenance schedule for the first three years; f. Location of all existing and proposed improvements, including, but not limited to, buildings, driveways, walkways, retaining walls, other structures and impervious surfaces, and all existing and new utilities; g. Arborist Note: “Any unapproved encroachment into a designated tree save area shall result in an immediate Stop Work Order, Notice of Violation, and/or Citation for the responsible party.” h. Location of ingress and egress points and access roads for vehicles and construction equipment; City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 19 i. All proposed grading and the limits of disturbance; and, j. Name and contact information of property owner and primary authorized agent(s) responsible for tree canopy plan compliance. 26.5. Guidelines on calculating tree canopy coverage included in the Tree Conservation Manual are incorporated herein by reference. 26.6. The tree canopy plan, tree survey, tree protection plan, and tree planting and maintenance plan may be combined onto a single plan if all required information can be clearly depicted. 26.7. The Administrator shall be responsible for reviewing all tree canopy plans and shall decide whether the tree canopy plan is consistent with the requirements of the tree ordinance. A tree canopy plan review application fee shall be required at the time of plan submittal in an amount set forth in the city’s fee schedule. 26.8. No tree damage or removal, or land disturbance shall take place on any lot in connection with development activity without an approved tree canopy plan as required by the Administrator showing how tree canopy cover requirements will be met. 26.9. Conformance with all aspects of an approved tree canopy plan, as determined by the city arborist, shall be required prior to the issuance of a certificate of occupancy or final plat approval. 26.10. All tree protection, planting and maintenance activities shall be completed in accordance with the standards set forth in the Tree Conservation Manual. 27. Tree Canopy Cover Requirements 27.1. Tree canopy cover shall be required on all properties in connection with development activity as a condition of development. 27.2. The amount of tree canopy cover required on a lot as a condition of development shall be the amount currently existing or the minimum amount set forth in Table 1, whichever is less. Canopy coverage shall be met with existing trees to remain on site or a combination of existing trees and newly planted trees. Existing trees must make up at least one-third of the required canopy coverage. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 20 Table 1. Minimum Tree Canopy Cover Required Zoning District Minimum Tree Canopy Cover Required as a Percent of Total Lot Area AG-1, CUP, MHP, NUP 57% C-1, C-2 30% CBS, CS 50% H 30% MIX, O-I 40% R-1, R-2, R-2A 57% R-3, R-3A, R-4, R-4A 50% R5, R-5A, R-6 40% Suburban A 50% T2 57% T3 40% T4, T4-Open, T4P, T4R, TR 30% T5, T5R, T6 10% Residential lots less than 3 acres, if the existing canopy is less than 57% Existing with a minimum of 25% Residential lots 3 acres or greater 25% 27.3. In subdivision developments, tree canopy cover requirements shall apply to both the entire development and to each lot within the development. 27.4. Trees shall be conserved for tree canopy cover credit in accordance with the requirements that follow: a. Trees shall be conserved to the greatest extent possible in priority areas to meet tree canopy cover requirements. b. Existing trees 2 inches DBH and greater, except for invasive species listed on the tree species list or otherwise known to be invasive, may be eligible for tree canopy cover credit if the trees meet the minimum quality standards as established in the most current ANSI Z60.1 American Standard for Nursery Stock. c. Forested areas dominated by non-native, invasive, and/or exotic plant species (kudzu, for example) shall not be eligible for tree canopy cover credit. Trees conserved to meet tree canopy cover requirements shall be actively protected during construction and passively protected at all times. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 21 d. On commercial and other non-residential properties, specimen and heritage trees that have been conserved to satisfy tree canopy cover requirements shall be passively protected throughout their lives. e. Since the Structural Root Plate is the area of rapid tapering roots supporting the vertical weight of the tree, any damage to the Structural Root Plate will put the tree at high risk for failure and may require the tree to be removed as determined by the Administrator. 27.5. Tree Planting for Canopy Credit a. When tree conservation alone cannot satisfy the tree canopy cover and location requirements, the planting of additional trees shall be required. b. A standard amount of tree canopy cover credit shall be assigned to a planted tree based on its species and tree canopy size class as set forth in the tree species list located in the Tree Conservation Manual. 28. Required Tree Locations 28.1. Rural Viewsheds a. Where rural viewsheds are required in accordance with zoning regulations, the entire area encompassed by the rural viewshed shall be eligible for tree canopy cover credit. b. For minor subdivisions and individual undeveloped residential properties, the conservation of trees within the first 60 feet of road frontage from an exterior street shall be eligible for a bonus of 20 percent additional square feet of tree canopy cover credit. Disturbance within the rural viewshed, shall follow the requirements set forth in the Zoning Ordinance. c. Trees shall be planted at a spacing compatible with tree placement standards set forth in the Tree Conservation Manual, except that closer spacing or clumping may be approved by the Administrator if the design meets the purpose and intent of the tree ordin ance. 28.2. Road Frontages a. In all new developments, street trees shall be required along road frontages on private property at a spacing compatible with tree placement standards set forth in the Tree Conservation Manual, except that closer spacing or clumping may be approved by the City Arborist. b. Street tree requirements may be met with either conserved or planted trees. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 22 c. For planted street trees, the amount of available growing space above and below ground shall dictate which tree species may be planted as set forth in the Tree Conservation Manual. d. Trees of the largest mature height and widest tree canopy size classes that match the available growing space within the road frontage shall be planted. e. Street trees may be planted on the city street right-of-way if adequate growing space does not exist within the private property road frontage, but does exist within the city street right-of-way, if approved by both the Administrator and Public Works Director. 28.3. Parking Lots a. Parking lot landscaping shall conform to requirements in the Zoning Ordinance and to the requirements set forth in the Tree Conservation Manual. Where differences between the provisions exist, the more restrictive provisions shall prevail. b. Trees shall be evenly distributed throughout the parking lot to maximize tree functions and benefits. c. There shall be a minimum of one (1) very wide or wide canopy tree for every sixth parking space. No parking space shall be greater than 60 feet from the trunk of a tree. d. Trees in the very narrow tree canopy size class shall not be eligible for tree canopy cover credit in parking lots. At least 75 percent of the trees planted to meet parking lot tree canopy requirements shall be trees in the very wide or wide tree canopy size classes. e. All trees planted within parking areas or otherwise surrounded by pavement shall have a minimum amount of open soil surface in accordance with the standards set forth in the Tree Conservation Manual. f. In parking lots and other paved areas where expanded rooting and water infiltration areas are created with permeable pavement, structural soils or suspended pavement, the minimum open soil surface area may be reduced up to 50 percent if permeable pavement is used or up to 30 percent if structural soils or suspended pavement are used. g. Light poles and trees shall not share parking lot landscape islands to eliminate the need for severe pruning of tree crowns as they mature. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 23 h. Stormwater runoff into parking lot landscape islands may be permitted upon approval by the City Arborist if the design meets the intent and purpose of the tree ordinance. 28.4. Landscape Strips a. Landscape strips shall be required as set forth in the Zoning Ordinance and the requirements set forth herein; where differences between the provisions exist, the more restrictive provisions shall prevail. b. Trees within required landscape strips shall be provided as follows: 28.4.b.1. In landscape strips 25 feet wide or less, a minimum of one (1) tree for every 30 linear feet of landscape strip, at a spacing compatible with tree placement standards set forth in the Tree Conservation Manual, except that closer spacing or clumping may be approved by the city arborist. 28.4.b.2. In landscape strips greater than 25 feet wide, a minimum of one (1) tree for every 20 linear feet of landscape strip, at a spacing compatible with tree placement standards set forth in the Tree Conservation Manual, except that closer spacing or clumping may be approved by the city arborist. 28.4.b.3. Clumping is permitted to create a more natural-looking landscape. 28.4.b.4. All required landscape strips shall be designed with at least 60 percent tree canopy cover with no more than 40 percent cover in grass or ground cover. 28.4.b.5. All species within required landscape strips must be ecologically compatible with the growing site. 28.4.b.6. Trees in the very narrow or narrow tree canopy size class in the tree species list shall not be used to satisfy landscape strip requirements unless adequate growing space does not exist for trees in the wide or very wide tree canopy size classes. 28.4.b.7. No permanent structures shall be permitted within landscape strips, including retaining walls, curbing, dumpsters, detention facilities, etc. 28.4.b.8. Monument signs, fences, drainage structures, or sidewalks may be permitted within landscape strips if it is determined by the city arborist that their placement is consistent with the purpose and intent of this ordinance. 28.4.b.9. Curb stops shall be used to prevent vehicle overhang into require landscape strips and parking lot landscape islands, with one curb stop per parking stall required. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 24 28.4.b.10. Signs within required landscape strips shall be subject to the approval of the Administrator and may only be located in areas of turf or groundcover and shall not conflict with the growing space designated for trees and shrubs. 28.4.b.11. The deposition of stormwater runoff into drainage swales through landscape strips is not permitted. Exceptions will be considered by the city arborist only if this standard will create an undue hardship to the property owner. Unless approved by the city arborist, the width of a drainage easement through a landscape strip shall not exceed the width of the strip. 28.4.b.12. When fencing is required as a condition of rezoning, the finished surface of the fence must face externally to the project. The exact location for fence placement within the landscape strip will be determined on a case by case basis by the city arborist and may be approved if the design meets the intent and purpose of the tree ordinance. 28.5. Buffers a. Buffers required pursuant to the Zoning Ordinance shall provide a visual and noise barrier and where sparsely vegetated or where disturbed for approved access and utility crossings, they must be replanted . b. Required buffers shall remain undisturbed and actively protected for the duration of the permitted use for the site. c. Buffers must be replanted where sparsely vegetated or where disturbed for approved access and utility crossings. d. Trees approved for planting in buffers shall be primarily slow growing evergreen trees selected from the tree species list and shall be subject to the approval of the city arborist; up to 15 percent of the trees conserved or planted in buffers may be small height class hardwood trees approved for buffers as indicated on the tree species list. e. Trees shall be a minimum of five (5) feet in height at time of planting, with branching all the way to the ground required for evergreen trees. f. The number of planting rows for trees in buffers shall be determined by the buffer width, as set forth in Table 2. Table 2. Minimum Rows for Buffers by Width Buffer Width Minimum Planting Rows Less than 20 feet 2 rows 20 feet to 30 feet 3 rows City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 25 31 feet to 50 feet 4 rows Greater than 50 feet 4 plus 1 row for each additional 15 feet g. Drainage through buffers is subject to the approval of the administrator. h. Encroachment into buffers for the construction of retaining walls, footings, or wall supports is not permitted unless otherwise specified in the conditions of rezoning. Encroachments into buffer shall require zoning modifications or variances as applicable. i. All buffers require a 10-foot improvement setback interior to the buffer. j. No grading is allowed in the improvement setback unless permission is obtained from the administrator. k. Signs are not permitted within required undisturbed buffers. 29. Landscape Performance Bond 29.1. When the planting of trees and other required landscape plants cannot be completed during the planting season, a landscape performance bond shall be issued to the city. 29.2. The amount of the bond shall be equal to 125 percent of the total cost to purchase and install the trees and landscape plants based on the average of three (3) written estimates provided by the applicant. 29.3. The planting of trees and landscape plants covered by a landscape performance bond shall be completed within 1 year of the issuance of the bond. 29.4. If tree planting is not completed within 1 year of the issuance of the bond, the city may use the bond to plant the required trees and landscape plants on the lot, or off-site in a registered tree bank. 29.5. Upon the successful planting of all required trees and landscape plants by the applicant, the landscape performance bond shall be returned. 30. Certificate of Occupancy and Final Plat Approval 30.1. A certificate of occupancy or final plat approval shall only be issued if all the following conditions have been met: a. Applicant meets all tree ordinance requirements. b. Lot conforms to all aspects of the tree canopy plan. c. All trees required to be planted by the tree canopy plan, tree planting and maintenance plan, remediation plan, City of Milton zoning ordinance, City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 26 variance conditions or other conditions for a development permit or plan approval, have been installed on the lot or in a tree bank. d. Required payments have been made to the tree canopy fund. e. Any civil penalties or other monetary obligations assessed for violations of the tree ordinance have been paid. f. All replacement trees and tree canopy cover required due to violations of the tree ordinance have been installed. 30.2. A temporary certificate of occupancy may be granted by the administrator before all trees have been planted if a landscape performance bond has been issued to the city. 31. Alternative Compliance 31.1. Alternative compliance for a portion of the tree canopy cover required on a lot may be approved by the Administrator pursuant to the provisions of this section. 31.2. Subdivision developments as a whole are not eligible to use alternative compliance; owners of individual properties within a subdivision development may be eligible to use alternative compliance. 31.3. Alternative compliance shall be either the planting of trees off-site in a registered tree bank in an amount equal to the proposed tree canopy cover deficit or replacement deficit, or a payment made by the applicant to the City of Milton Tree Canopy Fund for the tree canopy value of the deficit. 31.4. Planting trees off-site in a tree bank for a maximum of one-half (1/2) of the tree canopy cover requirement or tree replacement requirement may be approved. 31.5. The city shall maintain a list of registered tree bank sites, which may include open space on city property or on developed, private property. 31.6. Owners of developed properties with at least 8,000 square feet of open space may apply to the city to have their open space registered as a tree bank under the conditions set forth in the Tree Conservation Manual. 31.7. The use of the tree bank shall be approved by the Administrator under the following conditions: a. The maximum amount of tree canopy cover possible on the lot is conserved and/or planted, as determined by the city arborist; and, b. A registered tree bank site is available with enough space to accommodate the trees and their required growing space. City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 27 31.8. Applicants wishing to plant trees off-site shall execute a letter of agreement directly with the registered tree bank owner that must include, at a minimum: a. Applicant’s name and contact information; b. Number of trees to be planted by species and caliper; c. Planting schedule including projected beginning date of planting and projected completion date of planting; d. Name and contact information for applicant’s agent who will be responsible for the planting of trees on the t ree bank site; and, e. Commitment to maintain the property in the condition in which it was found prior to the planting operation. 31.9. Trees planted in tree banks shall meet all the same requirements as for trees planted on-site. 31.10. A tree planting and maintenance plan developed and submitted by the applicant shall be required. 31.11. The applicant shall be responsible for the planting of trees off -site in a tree bank. 31.12. The registered tree bank owner shall be responsible for the required maintenance and protection of tree bank trees. 31.13. The area planted or conserved as a tree bank shall remain covered by tree canopy in perpetuity, unless otherwise modified with the approval of the city arborist. 31.14. The removal of trees within a tree bank shall require a tree removal permit. 31.15. A payment to the tree canopy fund in lieu of the conservation or planting of tree canopy cover for a maximum of one-third (1/3) of the tree canopy cover requirement or tree replacement requirement shall be approved by the administrator under the following conditions: a. The conservation or planting of the required tree canopy cover or replacement trees will eliminate the owner’s ability to utilize their lot for a specific, permitted use as described in writing by the property owner; and, b. No tree bank location is available for the planting of trees off-site. 31.16. Payments into the tree fund for tree canopy cover requirement deficit shall be calculated using the tree canopy value set forth in the city’s current fee schedule. 32. Tree Canopy Fund City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 28 32.1. There is hereby adopted a City of Milton Tree Canopy Fund to be established for the deposit of payments required by the tree ordinance or donated for other community forest management activities. 32.2. In addition to receiving payments for tree canopy cover requ irement deficit, the tree canopy fund shall also receive as revenue: a. Donations for tree program activities; b. Fees collected for alternative compliance to the tree ordinance; and, c. Fees for violations of the tree ordinance. 32.3. Tree canopy funds may be expended for: a. The purchase, planting and maintenance of trees on city property; and, b. Community forestry management activities conducted by the city to sustain, increase and improve tree canopy cover. 33. Timber Harvesting 33.1. For lots greater than 2 acres, a timber harvesting notification shall be required and shall be submitted to the Administrator before any timber harvesting may commence. 33.2. A 50-foot undisturbed buffer around the perimeter of a lot where timber harvesting will occur shall be required in all zoning districts. 33.3. The clearcutting of timber shall be allowed on AG-1 zoned land only. 33.4. Thinning shall be allowed in all zoning districts and land uses. 33.5. Except for AG-1 zoned properties, an approved tree canopy plan shall be required before timber harvesting may commence. 33.6. No development permits shall be issued for a lot for a period of 5 years after the completion of timber harvesting operations unless a tree canopy plan has been submitted for the lot concurrent with the submittal of the timber harvesting notification. 33.7. When a tree canopy plan is required or voluntarily submitted for a lot on which clearcutting or thinning will occur, the following requirements shall apply: a. The tree canopy plan shall show the location of the required 50-foot undisturbed buffer, any state water buffers, areas to be clearcut, areas to be thinned, and all specimen and heritage trees; City of Milton Chapter 60. - Tree Canopy Conservation Ordinance Adopted December 17, 2018 Page 29 b. The lot must meet the tree canopy cover requirements for the zoning district for the entire lot upon completion of timber harvesting; and, c. The conservation of specimen trees and heritage trees shall be required, and all specimen and heritage trees conserved shall be actively protected during timber harvesting operations in accordance with the standards set forth in the Tree Conservation Manual. 33.8. Stump removal or grading shall be prohibited as part of normal timber harvesting operations that are not related to development. 33.9. Clearcutting, thinning or land disturbance shall not be allowed within state water or wetland buffers. 33.10. Compliance with the soil erosion and sedimentation control ordinance is required. 33.11. All timber harvesting operations shall comply with the most current Georgia’s Best Management Practices for Forestry available from the local office of the Georgia Forestry Commission. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance Tree Conservation Manual February 5, 2018 Revised May 15, 2020 Legal Review City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page i TABLE OF CONTENTS 1. INTRODUCTION ....................................................................................................................... 1 2. TREE BENEFITS ......................................................................................................................... 1 3. TREE CANOPY COVER CALCULATION PROCEDURES ................................................................ 2 A. Assigning Tree Canopy Cover Credit .................................................................................... 2 B. Determining the Actual Tree Canopy Cover of Existing Trees ............................................. 2 C. Standard Canopy Cover Credit for Planted Trees ................................................................ 4 D. Calculating Tree Canopy Cover for a Site ............................................................................. 4 4. ARBORICULTURAL STANDARDS ............................................................................................... 5 A. Tree Protection Standards ................................................................................................... 5 Active Tree Protection .......................................................................................................................... 5 Prohibited Activities .............................................................................................................................. 5 Tree Protection Measures ..................................................................................................................... 6 Tree Protection Signs ............................................................................................................................ 6 Passive Tree Protection ......................................................................................................................... 7 B. Tree Establishment Standards ............................................................................................. 7 Tree Height Class ................................................................................................................................... 7 Tree Placement Standards .................................................................................................................... 8 Species Selection Standards .................................................................................................................. 9 Tree Size and Quality Standards ........................................................................................................... 9 Soil Preparation Standards .................................................................................................................. 10 Tree Planting Standards ...................................................................................................................... 11 C. New Tree Maintenance Standards .................................................................................... 11 D. Established Tree Maintenance Standards ......................................................................... 12 Tree Pruning Standards ....................................................................................................................... 12 Mulching Standards ............................................................................................................................ 13 Fertilization Standards ........................................................................................................................ 13 Tree Supplemental Support System Standards .................................................................................. 14 Lightning Protection System Standards .............................................................................................. 14 E. Tree Removal Standards .................................................................................................... 14 City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page ii Appendix A. Applicability and Exemptions Summary Charts ....................................................... A1 Appendix B. Approved Tree Species List ...................................................................................... B1 Appendix C. Standard Applications, Checklists, Forms and Worksheets ..................................... C1 Appendix D. Illustrations and Construction Details ..................................................................... D1 1. Calculating Actual Tree Canopy Cover ............................................................................... D2 2. Calculating Tree Canopy Cover Percent ............................................................................. D3 3. Critical Root Zone (Plan View)............................................................................................ D5 4. Tree Mulching Detail – Newly Planted Tree ...................................................................... D6 5. Tree Mulching Detail – Conserved Tree ............................................................................. D7 6. Tree Protection Zone Detail ............................................................................................... D8 7. Tree Protection Fencing Detail .......................................................................................... D9 8. Tree Protection Area Sign Detail ...................................................................................... D10 9. Tree Planting Detail .......................................................................................................... D11 10. Tree Staking Detail........................................................................................................... D12 City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 1 1. INTRODUCTION This Tree Conservation Manual is a supplement to the City of Milton’s Tree Canopy Conservation Ordinance and contains required administrative and arboricultural standards and procedures for tree ordinance implementation and compliance. The information in this tree conservation manual may be revised as necessary with the approval of the director of the community development department (the administrator of the tree ordinance) to reduce unintended outcomes and better meet the community forest vision and goals, as well as, the purposes and intent of the tree ordinance. The Community Forest Vision and Goals are as follows: □ The City of Milton’s natural and extensive tree canopy provides significant benefits and irreplaceable value to our quality of life. □ The city is committed to managing its community forest to continually improve the quantity and quality of its vital green infrastructure. □ It is the goal of the city to maintain no net loss of tree canopy cover below the 57 percent existing as of March 2017. □ The city aims to measure average tree canopy cover across the city as needed, but not to exceed a five year period between measurements, using the latest GIS technology and use the results to evaluate the effectiveness of the tree ordinance and other tree management programs and policies in achieving the city’s tree canopy goals. 2. TREE BENEFITS Trees provide significant and irreplaceable functions and benefits to the citizens of Milton, to visitors to the city, and to businesses operating within the city. The purposes of the city’s Tree Canopy Conservation Ordinance and this Tree Conservation Manual are to increase and optimize the following functions and benefits of trees and tree canopy cover. □ Trees produce oxygen and absorb carbon dioxide, thereby reducing air pollution and improving air quality. □ Trees filter out dust, particulate matter, and airborne pollutants, thereby improving air quality. □ Trees intercept precipitation, thereby reducing stormwater runoff and improving water quality. □ Trees and the community forest ecosystem provide habitat for desirable wildlife and City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 2 provide food and shelter for birds which in turn assist in control of insects. □ Trees reduce energy usage and air conditioning and heating costs by lowering air temperatures, providing shade and windbreaks, and through evapotranspiration of moisture from their leaves. □ Trees buffer different land uses to eliminate or minimize nuisances such as dust, noise, glare and signs, and provide privacy and screening of traffic, unsightly buildings and parking areas. □ Trees improve public health by reducing stress, encouraging exerci se, calming traffic, decreasing illness recovery times, reducing crime and improving concentration. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 3 □ Trees attract residents, visitors and commerce to communities and increase the value and marketability of property. □ Trees beautify the city and protect and enhance the quality of life. 3. TREE CANOPY COVER CALCULATION PROCEDURES A. Assigning Tree Canopy Cover Credit Tree canopy cover credit is assigned to individual trees and groups of trees that are conserved based on their actual canopy cover, and to trees planted to satisfy tree replacement and minimum tree canopy cover requirements based on a standard tree canopy cover credit amount for the species. The standard tree canopy cover credit for each species is based on the mature tree canopy size class as listed in the tree species list and represents the minimum tree canopy size (spread) that a tree would be expected to attain at maturity under urban conditions. In cases where the actual tree canopy cover of a conserved tree is less than the standard tree canopy cover credit for the species, then the standard credit will be given to the conserved tree to provide an incentive to conserve younger and smaller trees. B. Determining the Actual Tree Canopy Cover of Existing Trees The amount of tree canopy cover assigned to an individually growing, existing tree with no significant part (less than 10 percent) of its crown overlapping another tree’s crown shall be the actual square feet of ground area within the tree’s dripline and within the property boundaries in addition to the canopy overhanging the public right -of-way, or the standard tree canopy cover credit for the species, whichever is greater. The ground area covered by the canopy of an individually growing tree can be calculated as the area of a circle with a radius equal to the average radius of the tree’s crown, as illustrated in Appendix D and further described here. The radius is the distance from the center of a circle (tree trunk) to the outer edge of the circle (dripline), and is one-half the distance of the diameter, which is measured from dripline-to-dripline through the center. To determine the average radius of a tree’s crown, first measure the diameter of the tree’s crown dripline-to-dripline in two (2) perpendicular directions, centered on the tree trunk. Measure the widest dripline-to-dripline diameter first, and then measure the diameter in the perpendicular City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 4 direction. Add these two measurements and divide by 2 to get the average diameter. Divide by 2 again to get the average radius. Use Table A to determine the canopy area of the tree in square feet, which has been calculated using the average radius in feet and the standard formula for calculating the area of a circle. Table A. Canopy Area of Individually Growing Trees by Average Radius AVG RADIUS (feet) CANOPY AREA (square feet) AVG RADIUS (feet) CANOPY AREA (square feet) AVG RADIUS (feet) CANOPY AREA (square feet) 1 3 21 1,385 41 5,278 2 13 22 1,520 42 5,539 3 28 23 1,661 43 5,806 4 50 24 1,809 44 6,079 5 79 25 1,963 45 6,359 6 113 26 2,123 46 6,644 7 154 27 2,289 47 6,936 8 201 28 2,462 48 7,235 9 254 29 2,641 49 7,539 10 314 30 2,826 50 7,850 11 380 31 3,018 51 8,167 12 452 32 3,215 52 8,491 13 531 33 3,419 53 8,820 14 615 34 3,630 54 9,156 15 707 35 3,847 55 9,499 16 804 36 4,069 56 9,847 17 907 37 4,299 57 10,202 18 1,017 38 4,534 58 10,563 19 1,134 39 4,776 59 10,930 20 1,256 40 5,024 60 11,304 For forested areas and groups of existing trees with overlapping crowns, the amount of tree canopy cover assigned to the group shall be the actual square feet of ground area within the outer perimeter of the combined driplines of all trees within the group. This area can be measured using one of the following methods: □ On the ground by a surveyor, the city arborist, a certified arborist or other qualified individual; or, City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 5 □ Online using the most current aerial photography and an area measuring tool, either on the Fulton County geographic information system or another such geographic information system. The amount of tree canopy cover credited to a required rural viewshed shall be as described for a forested area. C. Standard Canopy Cover Credit for Planted Trees For planted trees, the amount of tree canopy cover credited to each newly planted tree has been standardized based on the typical crown spread (crown diameter) range of the species at maturity under urban conditions, as listed in Table B, and in the tree species list in the columns titled “Tree Canopy Size Class” and “Standard Tree Canopy Cover Credit”. Table B. Standard Tree Canopy Cover Credit by Mature Tree Size Mature Tree Canopy Size Class Standard Tree Canopy Cover Credit (square feet) Very Wide (> 35-foot spread) 1,600 Wide (25- to 35-foot spread) 900 Narrow (15- to 25-foot spread) 400 Very Narrow (< 15-foot spread) 150 D. Calculating Tree Canopy Cover for a Site The percent tree canopy cover of a site or lot shall be the total tree canopy cover within the boundaries of the site or lot in square feet divided by the total site or lot area in square feet and multiplied by 100 to get percent tree canopy cover. An illustration of calculating tree canopy cover for a sample site is located in Appendix D. Examples of Tree Canopy Cover Calculations A 10,000-square foot lot with a total of 5,000 square feet of tree canopy would have 50% tree canopy cover (5,000/10,000 = .50, x 100 = 50%). A 20,000-square foot lot with a total of 8,000 square feet of tree canopy would have 40 percent tree canopy cover (8,000/20,000 = .40, x 100 = 40%). A 1-acre lot (43,560 square feet) covered with a total of 28,000 square feet of tree canopy would have 64 percent tree canopy cover (28,000/43,560 = .64, x 100 = 64%). City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 6 4. ARBORICULTURAL STANDARDS All tree care operations regulated by the tree ordinance, including tree protection, tree establishment, new tree maintenance, established tree maintenance and tree removal shall be completed in accordance with: □ The technical standards set forth in the tree ordinance and tree conservation manual; □ The most current ANSI A300 Standards for Tree Care Operations and Z133.1 Safety Standards and ISA best management practices available from the International Society of Arboriculture (www.isa-arbor.com); and, □ Z60.1 Standard for Nursery Stock available from AmericanHort at www.americanhort.org. A copy of the most current ANSI A300 Standards for Tree Care Operations, Z133.1 Safety Standards, ISA best management practices, and Z60.1 Standard for Nursery Stock are available for review at the community development department. In addition, illustrations and construction details for some of the tree care activities described in these standards are included in Appendix D. A. Tree Protection Standards Active Tree Protection Active tree protection shall include the avoidance of harmful and prohibited activities within the tree protection zone and the installation of tree protection measures, including physical barriers to delineate and identify the tree protection zone or protect the tree trunk. Prohibited Activities Within the tree protection zone, the following activities and conditions, and any other activities and conditions harmful to a tree’s roots, trunk or crown, sh all be prohibited: □ Vehicle or equipment traffic, parking, or storage; □ Materials or supplies storage; □ Placement of temporary or permanent structures; □ Equipment maintenance or washout; □ Wounding of trunk; City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 7 □ Wounding or breakage of scaffold limbs or branches larger than 3 inches in diameter; □ Topping or other improper pruning, such as stub cuts or flush cuts; and, □ Fires or excessive heat from equipment exhaust pipes. □ Site or lot clearing or grubbing; □ Soil excavation, cuts, fill, grading, trenching or tilling; □ Edging around mulch and landscape beds; □ Soil compaction; □ Top dressing with soil greater than 2 inches in depth; and, □ Paving. With city arborist approval, some prohibited activities may take place on one side of the tree in the outer one-half of the critical root zone, but in no case closer than 3 feet to the trunk of a planted tree and 10 feet to the trunk of a conserved tree. Tree Protection Measures Orange polyethylene barrier fencing shall be installed prior to any land devel opment or land disturbance activity around each individual conserved tree, tree group or forested area at the location of the critical root zone and shall remain in place until construction activities have been completed. Tree protection fencing shall be installed in accordance with the construction details provided herein. When equipment movement is such that damage to tree trunks may be possible, then tree trunks shall be wrapped vertically with a single layer of 2-inch by 4-inch lumber spaced a maximum of 12 inches apart, and covered with corrugated cardboard secured with strapping; the wrapping shall remain on the tree throughout the period of potential damage. Low hanging limbs that may be damaged by equipment traffic or other construction acti vities shall be pruned prior to the commencement of any land development or land disturbance activity in accordance with the pruning standards set forth herein. Forested areas designated as tree save areas, shall remain in an undisturbed condition and turf mowing, removal of the natural leaf litter, and clearing of underbrush other than invasive plants are prohibited within the tree save limits of the forested area. No tree maintenance shall be required in forested areas, except for that necessary to maintain a healthy stand of trees. Tree Protection Signs Prior to any land development or land disturbance activity and after tree protection fencing is City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 8 installed, tree protection area signs shall be installed. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 9 Signs shall be installed along the perimeter of all tree protection zones at least every 50 feet and shall include, at a minimum, the following text: “Tree Protection Area, Entry Prohibited, No Construction Activity, Materials or Equipment Storage, Equipment Washout, or Vehicle Traffic Allowed”. The sign shall be fabricated out of a sturdy material, shall be at least 18 inches wide by 24 inches high, and shall be placed on a sturdy post with the bottom of the sign at a minimum height of 30 inches above the ground. The signs must remain present at all times during construction. Passive Tree Protection Passive tree protection shall be required throughout the life of a specimen or heritage tree and shall require, at a minimum, the avoidance of all prohibited activities described herein within the tree protection zone. In addition, no person shall fasten or attach to any specimen or heritage tree any: □ Sign, poster, bill, notice or advertisement of any kind; □ Nails, boards, wire, strap, rope, chain or other such material that could damage the tree’s bark or girdle the trunk or scaffold limbs; or, □ Materials or structures that impede the normal growth or biological processes of the tree. No brine, oil, gasoline, paint or concrete washout, herbicides or other substances deleterious to tree health and survival shall be permitted to lie, leak, pour, flow or drip on or into the soil within the critical root zone of a specimen or heritage tree. B. Tree Establishment Standards Trees planted to satisfy tree replacement and minimum tree canopy cover requirements shall be established in accordance with the standards set forth herein. Tree establishment involves a series of steps that includes selecting the proper place for a tree, species selection, selecting an appropriately sized tree and a good quality tree, soil preparation, tree planting, and new tree maintenance. Tree Height Class The tree species list also includes the mature tree height class for each species in addition to the mature tree canopy size class and standard tree canopy cover credit. The height and canopy size classes affect where trees can be placed for trees to receive tree canopy cover credit. Table C shows the mature height range by class of trees growing under urban conditions. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 10 Table C. Mature Height Range of Trees by Height Class Mature Height Class Average Height Range Large Greater than 50 feet Medium 25 feet to 50 feet Small 15 to 25 feet Tree Placement Standards Trees planted to satisfy the requirements of this tree ordinance shall be placed such that they have adequate space to grow unobstructed to maturity. Minimum distances, at the time of planting as measured from the tree trunk to structures and infrastructure, shall be required as listed in Table D. Table D. Tree Placement and Growing Space Standards Tree Spacing Minimum Distance Large height and very wide canopy trees 40 feet* Medium height and wide canopy trees 30 feet* Small height and narrow canopy trees 20 feet* Very narrow canopy trees 15 feet* *trees may be clumped or spaced closer with approval of the city arborist Structure and Infrastructure Clearance Minimum Distance Fire hydrants, gas and water meters, utility poles, mail boxes, similar structures 15 feet Underground utility lines 10 feet Overhead utility lines 0 feet for small height trees 20 feet for medium height trees 40 feet for large height trees Buildings 15 feet for very narrow and narrow trees 25 feet for wide trees 35 feet for very wide trees Driveways and walkways 15 feet all trees Street intersections 35 feet all trees Growing Space Requirements Minimum Distance, Area, Volume Minimum tree lawn width (between sidewalk and curb) 5 feet all trees Minimum width of landscape island in parking lots 8 feet all trees Open Soil Surface Area Per Tree (and soil volume to a depth of 24 inches) 100 sq ft for small height trees (200 cubic feet) City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 11 Table D. Tree Placement and Growing Space Standards Tree Spacing Minimum Distance 225 sq ft for medium height trees (450 cubic feet) 400 sq ft for large height trees (800 cubic feet) In addition, the following standards shall apply: □ Tree trunks shall not be planted directly over property boundary lines or corners; □ In no case, shall a planting site be less than 5 feet wide in any one direction at the soil surface; and, □ No trees shall be planted on public or private property within the limits of, or which will interfere with, any drainage, sewer, water or utility easement, unless otherwise allowed herein. Species Selection Standards Species planted to satisfy the requirements of this tree ordinance shall be selected from the tree species list and shall conform to the following standards: □ Species shall be selected that are tolerant of the growing conditions existing on the site, including the available above- and below-ground growing space, sunlight, soil moisture, temperature, and soil volume; □ No more than 30 percent of any one genus (maple, oak, elm, etc.) shall be planted on a lot or within a development; □ When adequate growing space exists, at least 75 percent of the trees planted for tree canopy cover credit shall be very wide or wide canopy trees; □ Where obstructions to growth exist for very wide canopy trees, wide canopy trees shall be planted; and, □ Where obstructions to growth exist for wide canopy trees, narrow or very narrow canopy trees may be planted for tree canopy cover credit. Tree Size and Quality Standards Trees planted to satisfy the requirements of this chapter shall meet minimum quality standar ds as established in the most current ANSI Z60.1 American Standard for Nursery Stock. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 12 In addition, trees shall conform to the following standards: □ Trees shall be a minimum of 2-inch caliper for deciduous trees, a minimum of 8 feet in height for evergreen trees (except 5 feet in height for buffer plantings), and a minimum of 1-inch caliper per trunk for multi-trunked trees at the time of planting, unless larger caliper trees are required by the tree ordinance; □ Replacement trees for specimen and heritage trees shall be a minimum of 4-inch caliper for deciduous trees; □ Trees may be container grown or balled and burlapped; □ Trees shall be free from stem encircling or girdling roots; □ Trees shall be free from co-dominant stems and included bark; □ Trees shall be free of stem and branch wounds, broken branches or leaders, significant leans, insect and disease pests, mistletoe, and other harmful conditions that may threaten the tree’s survival, health, and potential to grow to maturity; and, □ Trees shall not require staking to stand upright under normal environmental conditions. Soil Preparation Standards Planting sites shall consist of an adequate volume of quality soil in which a tree can readily survive and thrive. The soil around a planted tree shall meet the following standards: □ The minimum open soil surface area and volume of soil shall be as listed in Table D; □ The soil within the open soil surface area shall be well aerated to a depth of 8 inches, except that in tree planting islands surrounded by pavement it shall be well aerated to a depth of 18 inches; □ The soil shall contain at least 5 percent organic matter; □ Soil pH shall be within a range of 5.8 to 7.0; □ An approved structural soil mix containing 80 percent rock aggregate, 15 percent mineral soil, and a sticking agent may be used within parking lots and other paved areas and within and adjacent to tree islands to increase the rooting volume available to trees, in which case the open soil surface area may be reduced by 30 percent; and, □ Permeable or porous pavements or suspended pavement systems may be used within a parking lot or other paved area adjacent to tree islands, in which case the open soil surface area required may be reduced by up to 50 percent. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 13 Tree Planting Standards The following standards shall apply to the planting of container grown or balled and burlapped trees: □ Trees shall be installed during the planting season, unless otherwise approved by the administrator; □ In undisturbed soils and prepared soils, the planting hole shall be at least two (2) times as wide and no deeper than the root ball of the tree, with sides sloping inward from the top, and with firm soil on the bottom and conform to the planting detail in Appendix D; □ In compacted soils, the planting hole shall be at least three (3) times as wide and no deeper than the root ball of the tree, with sides sloping inward from the top, and with firm soil on the bottom; □ The tree shall be planted no deeper than it was growing in the containe r or field and the trunk flare shall be visible above the ground; □ All strapping, webbing, twine, strings and other such material shall be removed from the root ball prior to filling in the hole with soil; □ The burlap and wire basket, if they cannot be removed completely without damaging the root ball, shall be removed to a depth of at least 12 inches and to a greater depth if possible; □ In no case shall any burlap be located above the soil surface; and, □ Trees shall not be staked unless they are leafed ou t and planted in sandy or very well- aerated soils in which shifting of the root ball might occur; when staking must occur, it shall conform to the staking detail in Appendix D. C. New Tree Maintenance Standards For newly planted container grown or balled and burlapped trees that are planted to satisfy the requirements of the tree ordinance, the applicant or his/her authorized agent(s) shall comply with the following maintenance standards during the establishment period: □ Trees shall be mulched immediately after planting in accordance with the mulching standards set forth herein; □ When natural rainfall is less than 1 inch per week during the growing season, trees shall be provided with the equivalent of 1 inch of water per week within the open soil surface area; City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 14 □ Trees shall not be fertilized; □ Trees shall be pruned immediately before or after planting to remove dead, broken, diseased, dying or rubbing branches only; □ After the first growing season, tree pruning shall be done as necessary to remove dead branches, train tree structure and maintain clearance over walkways, streets and vehicles in accordance with the tree pruning standards set forth herein; and, □ Tree staking materials shall be removed no later than 1 year after planting. D. Established Tree Maintenance Standards Required tree maintenance may include pruning, mulching, or removal as set forth in the tree ordinance or as required by the city arborist as a condition of permit approval or remediation. Optional tree maintenance includes fertilization, cabling and bracing (supplemental support systems), and lightning protection. For protected trees, required maintenance shall be done in accordance with ANSI standards and ISA best management practices, and the additional standards set forth herein. Tree Pruning Standards When tree pruning is required by the tree ordinance, trees shall be pruned in accordance with ANSI standards and ISA best management practices and the standards that follow. □ Tree owners and their agents are encouraged to hire businesses that employ a certified arborist who can supervise the pruning work on site and ensure that pruning is being done properly. □ Pruning activities shall not disturb nesting, rare, or endangered wildlife and shall not resume or commence until the wildlife has vacated the tree for the season, unless the tree poses an immediate threat to public health and safety, in which case the Georgia Department of Natural Resources shall be contacted to relocate the wildlife prior to pruning; □ Co-dominant stems less than 4 inches in diameter at the fork shall be pruned off and one main stem shall remain; □ Pruning cuts that leave stubs, flush cuts that encroach on the branch collar, or the tearing of bark are not permitted; □ Pruning shall be done such that a tree’s natural form is maintained to the greatest extent possible; and, City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 15 □ Tree topping or heading back is not permitted. Reasons for which specimen and heritage tree pruning is not permitted unless approved by the city arborist include, but are not limited to: □ Sign installation, clearance, or visibility; excluding traffic, direction, warning or informational signs owned by any public or semi-public agency; and, □ Clearance for temporary or permanent equipment traffic or storage, the erection of temporary structures, or materials storage within the tree protection zone. Mulching Standards Individual planted trees, individual conserved trees, and groups of four (4) or less conserved trees shall be mulched in accordance with the following standards; □ Mulch shall be composed of organic materials that may include, but are not limited to, pine straw, leaves, wood chips aged at least 3 months, compost, and pine bark; □ Grass clippings, plastic sheeting, and rocks or gravel shall not be used as mulch and shall not be applied within the critical root zone; □ Conserved and planted trees shall be mulched to the outer edges of the critical root zone or to the greatest extent possible, except that no mulch ring shall have a radius of less than 3 feet. □ Mulch shall be 3 to 4 inches in depth, and shall be spread in an even layer throughout the critical root zone. □ Mulch is not allowed closer than 6 inches to the trunk of a planted tree and 12 inches to the trunk of a conserved tree. □ Mulch should be inspected annually for proper depth and re -applied if necessary, preferably in the late winter or early spring. □ For conserved groups of more than 4 trees, for forested areas and for forested buffers the addition of mulch is not required; however, the ground surface and natural leaf litter within these areas shall remain present and undisturbed; Fertilization Standards Fertilization is optional for protected trees. However, if protected trees are fertilized, it is recommended that they be fertilized in accordance with recommendations associated with a recent soil test and ANSI A300 standards. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 16 Tree Supplemental Support System Standards The installation of supplement support in a protected tree is optional, but may be advisable to mitigate the risk of partial tree failure. Any tree support systems placed in a specimen or heritage tree shall be designed, installed, and maintained in accordance with ANSI A300 standards. Lightning Protection System Standards The installation of a lightning protection system in a protected tree is optional, but may be advisable for specimen or heritage trees to reduce the damage that can occur as a result of a lightning strike. Any lightning protection systems placed in a specimen or heritage tree shall be designed, installed and maintained by a certified arborist in accordance with the ANSI A300 standards. E. Tree Removal Standards It is recommended that all tree removal operations be done in accordance with ANSI standar ds, including safety standards and ISA best management practices. In addition, tree removal should not disturb nesting, rare or endangered wildlife including any birds subject to The Migratory Bird Act, and tree removal should be delayed until the nesting wildlife is safely removed or has voluntarily vacated the tree, unless the tree poses an immediate threat to public health and safety, in which case the Georgia Department of Natural Resources shall be contacted to relocate the wildlife prior to removal. The Georgia Department of Natural Resources should be contacted in every case involving the removal of any bird species. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page A1 Appendix A. Applicability and Exemptions Summary Charts Section 5. APPLICABILITY AND EXEMPTIONS SUMMARY 5.1. APPLICABILITY 5.1.a. All real property. 5.1.b. Any activity that requires a land disturbance permit, building permit, demolition permit, right-of- way encroachment permit or tree removal permit. 5.1.c. Any activity that requires a certificate of occupancy, minor plat approval, certificate of conceptual plan approval, or final plat approval. 5.1.d. All protected trees. 5.2. EXEMPTIONS 5.2.a. Removal of trees posing an imminent threat or under emergency conditions. 5.2.b. Commercial tree nursery and tree farm operations. 5.2.c. Ongoing forest management practices, including timber harvesting, with exceptions. 5.2.d. Trees removed by municipal, county, state or federal authorities pursuant to law. 5.2.e. Trees removed by utility companies, except that all removal and pruning shall be done in accordance with the arboricultural standards in the tree conservation manual. A chart with applicability and exemption details follows. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page B1 Appendix B. Approved Tree Species List Trees planted to satisfy minimum tree canopy cover and tree replacement requirements of the tree ordinance must be selected from the City of Milton Tree Species List. The tree species list follows and includes: □ The species that are approved for tree canopy cover credit; □ The species that may not receive tree canopy cover credit due to their poor quality— including brittle or weak wood, invasive nature, insect or disease susceptibility, large thorns, noxious fruiting habit, excessive litter or lack of suitabi lity to the region; □ The mature height class for each species; □ The tree canopy size class for each species; □ The standard square feet of tree canopy cover credit for the species; □ Whether the species is native to the Piedmont region of Georgia; □ Whether the species is considered drought tolerant; and, □ The locations where tree species are approved for planting. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page C1 Appendix C. Standard Applications, Checklists, Forms and Worksheets 1. Heritage Tree Nomination Form 2. Tree Removal Permit Application 3. Tree Canopy Plan Checklist 4. Timber Harvesting Notification Form 5. Tree Bank Registration Application City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D1 Appendix D. Illustrations and Construction Details Construction details for the critical root zone, newly planted tree and conserved tree mulching, tree protection zone, tree protection fencing, the tree protection area sign, tree planting and tree staking must be included on the tree canopy plan. Electronic files of the construction details in PDF and JPEG formats are available from the community development department. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D2 FORMULA FOR CALCULATING THE AREA OF A CIRCLE (A) A = *R2 Area = 3.14 * (R * R) 1. Calculating Actual Tree Canopy Cover DETERMINING THE AVERAGE RADIUS and ACTUAL TREE CANOPY COVER 1) Measure the greatest crown diameter (d1) in feet. 2) Measure the crown diameter in a perpendicular direction (d2) in feet. 3) Add d1 and d2; divide by 2 to get the average diameter (D). 4) Divide the average diameter (D) by 2 to get the average radius (R) in feet. 5) Square the average radius (R2) and multiply by 3.14 (, a constant), to get the area of the crown, or a circle, in feet. EXAMPLE 1) The length of d1 is 70 feet. d1 2) The length of d2 is 50 feet. 3) The total of d1 and d2 is 120 feet, which divided by d2 2 is 60 feet, the average diameter (D). 4) The average radius is half the average diameter--60 divided by 2, which is 30 feet. 5) Square the average radius, 30 feet, which is 900 square feet and then multiply by 3.14 to get the actual tree canopy cover of the tree in this example-- 2,826 square feet. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D3 TREE CANOPY COVER PERCENT Tree canopy cover percent is calculated by dividing the total square foot area covered by tree canopies within the property boundaries and overhanging the public right-of-way by the total area of the property. To calculate the tree canopy cover percent that is planned for a lot, add the tree canopy cover of trees to be conserved to the tree canopy cover credit given to trees to be planted, and divide the result by the total area of the lot and multiply by 100. EXAMPLE A: Tree Canopy Cover on a Developed Site The developed lot in the example to the right is 150 feet wide by 290.6 feet deep, an area of 43,560 square feet (1 acre). The tree canopy cover on this lot totals 27,000 square feet (13,500 + 4,000+6,500+3,000). The total tree canopy cover of 27,000 square feet is divided by 43,560 square feet and multiplied by 100 to get a percent, resulting in a tree canopy cover of 62% for the lot. See the next page for an example of calculating tree canopy cover for a site to be developed. 2. Calculating Tree Canopy Cover Percent Property Boundaries Forested area with 13,500 sq ft of tree canopy cover within property boundaries Individual tree with 4,000 sq ft of tree canopy cover Public right-of-way Tree group with a combined tree canopy cover of 6,500 sq ft within property boundaries and overhanging the public right of way Individual tree with 3,000 sq ft of tree canopy cover within property boundaries City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D4 TREE CONSERVATION All trees outside of the improved area are to be conserved on an undeveloped lot. Replacement is required for the removal of specimen trees (120% canopy removed) and heritage trees (140% canopy removed) within the improved area. Trees are required in rural viewsheds, buffers and road frontages, as well as in other priority areas. If trees don’t exist in these areas, then new trees must be planted. EACH SITE IS DIFFERENT, AND MAY HAVE DIFFERENT TREE REQUIREMENTS RESULTING IN DIFFERENT COMBINATIONS AND ARRANGEMENTS OF CONSERVED AND PLANTED TREES EXAMPLE B: Tree Canopy Cover on an Undeveloped Lot The undeveloped lot in the example to the right is 150 feet wide by 290.6 feet deep, an area of 43,560 square feet (1 acre). If 60% tree canopy cover is required, that is equal to 26,136 square feet. All trees outside of the improved area must be conserved, and street trees are required. The total tree canopy cover on this lot at the completion of development will be 15,000 + 3,200 + 320 + 1,600 + 6,400 = 26,520 sq ft. 26,520 sq ft divided by 43,560 sq ft equals 61%. Specimen tree with 3,200 sq ft actual cover, with 10% bonus of 320 sq ft Forested area with 15,000 sq ft to be conserved Public right-of-way 4 street trees to be planted, very wide canopy, 1,600 sq ft each (6,400 sq ft total) Very wide maturing tree with 750 sq ft actual tree canopy, but is given the 1,600 sq ft standard credit Improved Area City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D5 3. Critical Root Zone (Plan View) EXAMPLE A Dripline is located farther out from the trunk than 1.5 feet for every 1-inch DBH, so therefore the dripline is the location of CRZ. Dripline follows the greatest extent of the branches (crown) around the tree. The location of the tree trunk Edge of the dripline, forms a circle, more or less, on the ground. This dripline delineates the Critical Root Zone. Radius of 1.5 feet for every 1-inch DBH, smaller than the dripline. and the perimeter of the CRITICAL ROOT ZONE (CRZ) must be delineated on tree plans. Critical Root Zone EXAMPLE B CRZ is located out from the trunk a distance of 1.5 feet for every 1-inch DBH because it is farther out than the dripline. Radius of 1.5 feet for every 1-inch DBH, larger than the dripline. Dripline follows the greatest extent of the branches (crown) around the tree. Edge of the dripline, forms a circle, more or less, on the ground, and in this example, does not delineate the Critical Root Zone. Critical Root Zone City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D6 APPLICATION Spread in an even layer 3 to 4 inches deep within the critical root zone (1.5 feet for every 1-inch DBH) and at least 3 feet out for a newly planted tree, whichever is farther. Keep mulch 6 inches from the trunk of a newly planted tree and 12 inches from the trunk of a conserved tree. MAINTENANCE inspect annually for proper depth and reapply if necessary in late winter or early spring DBH = trunk diameter measured at 4.5 feet above the ground Keep 6 inches from the trunk At least 3 feet 4. Tree Mulching Detail - Newly Planted Tree APPROVED MATERIALS pine straw leaves aged wood chips compost pine bark City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D7 APPROVED MATERIALS pine straw leaves aged wood chips compost pine bark Dripline DBH = trunk diameter measured at 4.5 feet above the ground MAINTENANCE inspect annually for proper depth and reapply if necessary in late winter or early spring Critical Root Zone 1.5 feet for every 1-inch DBH Keep mulch 12 inches from the base of the trunk 5. Tree Mulching Detail - Conserved Tree APPLICATION Spread in an even layer 3 to 4 inches deep within the critical root zone (1.5 feet for every 1-inch DBH) and at least 3 feet out for a newly planted tree, whichever is farther; keep mulch 6 inches from the trunk of a newly planted tree and 12 inches from the trunk of a conserved tree. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D8 The tree protection zone includes the critical root zone, tree trunk, and entire tree crown (scaffold limbs, branches and leaves). Tree Protection Zone Ground Line and 24 inches deep in the soil below the ground line. Critical root zone extends out 1.5 feet for every 1-inch DBH, Dripline Dripline 6. Tree Protection Zone Detail City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D9 DRIPLINE The line extending from the outermost branches to the ground, forming a more or less circular area on the ground. Dripline DBH = trunk diameter measured at 4.5 feet above the ground Edge of critical root zone TREE PROTECTION AREA ENTRY PROHIBITED TREE PROTECTION AREA ENTRY PROHIBITED No Construction No Construction Activity, Materials or Activity, Materials or Equipment Storage, Equipment Storage, Equipment Washout, Equipment Washout, or Vehicle Traffic or Vehicle Traffic Allowed Allowed Orange barrier fencing erected on sturdy posts at the dripline or edge of the critical root zone (distance of 1.5 feet for every 1-inch DBH), whichever is larger. Tree protection area signs must be installed every 50 feet around the perimeter of the tree protection fence. 7. Tree Protection Fencing Detail City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D10 8. Tree Protection Area Sign Detail TREE PROTECTION AREA ENTRY PROHIBITED NO Construction Activity, Materials or Equipment Storage, Equipment Washout or Vehicle Traffic Allowed City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D11 9. Tree Planting Detail THE PLANTING HOLE The planting hole should be dug 2 times the width of the root ball, and up to 5 times in compacted soils. Dig the hole no deeper than the depth of the root ball; soil beneath the root ball should remain firm and undisturbed. Sides of the planting hole should be rough and sloped outward. Add no soil amendments. Backfill around the root ball with the same soil that was removed. Do not fertilize until the 2nd growing season, and only if a soil test shows a deficiency. SOIL LEVEL Soil level should be at grade, with no water ring formed around the planting hole. STAKING Do not stake the tree unless it is leafed out at time of planting or is being planted in sandy soils. REMOVE STAKING AFTER 1 YEAR ROOT DEPTH The first order roots should be no more than 2 inches below the soil line. Too much soil on top of the root ball will eventually result in girdling roots and tree decline. Minimum 2X the width of the root ball, and up to 5X in compacted soils. REMOVE BURLAP, STRAPS AND WIRE BASKET Remove all straps, twine, burlap, and wire basket before backfilling with soil. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D12 INSTALLATION Install 3 sturdy posts around the tree at the CRZ. Install soft-tie straps horizontally looping around the post and the tree trunk, leaving some slack to allow the tree to bend slightly in all directions. REMOVE STAKING AND STRAPS AFTER 1 YEAR RECOMMENDED MATERIALS Sturdy metal or wood posts, 4 feet tall, and soft-tie straps and loops 10. Tree Staking Detail City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance Tree Conservation Manual Revised May 15, 2020 City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page ii TABLE OF CONTENTS 1. INTRODUCTION .............................................................................................................................. 1 2. TREE BENEFITS ................................................................................................................................ 1 3. TREE CANOPY COVER CALCULATION PROCEDURES ............................................................................ 3 A. Assigning Tree Canopy Cover Credit ............................................................................................... 3 B. Determining the Actual Tree Canopy Cover of Existing Trees ............................................................. 3 C. Standard Canopy Cover Credit for Planted Trees .............................................................................. 5 D. Calculating Tree Canopy Cover for a Site ......................................................................................... 5 4. ARBORICULTURAL STANDARDS ......................................................................................................... 6 A. Tree Protection Standards ............................................................................................................. 6 Active Tree Protection ............................................................................................................................... 6 Prohibited Activities ................................................................................................................................... 6 Tree Protection Measures ......................................................................................................................... 7 Tree Protection Signs ................................................................................................................................. 7 Passive Tree Protection .............................................................................................................................. 8 B. Tree Establishment Standards ........................................................................................................ 8 Tree Height Class ........................................................................................................................................ 8 Tree Placement Standards ......................................................................................................................... 9 Species Selection Standards ..................................................................................................................... 10 Tree Size and Quality Standards .............................................................................................................. 10 Soil Preparation Standards....................................................................................................................... 11 Tree Planting Standards ........................................................................................................................... 12 C. New Tree Maintenance Standards ............................................................................................... 12 D. Established Tree Maintenance Standards ...................................................................................... 13 Tree Pruning Standards ............................................................................................................................ 13 Mulching Standards ................................................................................................................................. 14 Fertilization Standards ............................................................................................................................. 14 Tree Supplemental Support System Standards ....................................................................................... 15 Lightning Protection System Standards ................................................................................................... 15 E. Tree Removal Standards .............................................................................................................. 15 Appendix A. Applicability and Exemptions Summary Charts ..................................................................... 16 City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page iii Appendix A. Applicability and Exemptions Summary Charts ....................................................... A1 Appendix B. Approved Tree Species List ...................................................................................... B1 Appendix C. Standard Applications, Checklists, Forms and Worksheets ..................................... C1 Appendix D. Illustrations and Construction Details ..................................................................... D1 1. Calculating Actual Tree Canopy Cover ............................................................................... D2 2. Calculating Tree Canopy Cover Percent ............................................................................. D3 3. Critical Root Zone (Plan View)............................................................................................ D5 4. Tree Mulching Detail – Newly Planted Tree ...................................................................... D6 5. Tree Mulching Detail – Conserved Tree ............................................................................. D7 6. Tree Protection Zone Detail ............................................................................................... D8 7. Tree Protection Fencing Detail .......................................................................................... D9 8. Tree Protection Area Sign Detail ...................................................................................... D10 9. Tree Planting Detail .......................................................................................................... D11 10. Tree Staking Detail........................................................................................................... D12 City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 1 1. INTRODUCTION This Tree Conservation Manual is a supplement to the City of Milton’s Tree Canopy Conservation Ordinance and contains required administrative and arboricultural standards and procedures for tree ordinance implementation and compliance. The information in this tree conservation manual may be revised as necessary with the approval of the director of the community development department (the administrator of the tree ordinance) to reduce unintended outcomes and better meet the community forest vision and goals, as well as, the purpose and intent of the tree ordinance. The Community Forest Vision and Goals are as follows: □ The City of Milton’s natural and extensive tree canopy provides significant benefits and irreplaceable value to our quality of life. □ The city is committed to managing its community forest to continually improve the quantity and quality of its vital green infrastructure. □ It is the goal of the city to maintain no net loss of tree canopy cover below the 57 percent existing as of March 2017. □ The city aims to measure average tree canopy cover across the city as needed, but not to exceed a five year period between measurements, using the latest GIS technology and use the results to evaluate the effectiveness of the tree ordinance and other tree management programs and policies in achieving the city’s tree canopy goals. 2. TREE BENEFITS Trees provide significant and irreplaceable functions and benefits to the citizens of Milton, to visitors to the city, and to businesses operating within the city. The purposes of the city’s Tree Canopy Conservation Ordinance and this Tree Conservation Manual are to increase and optimize the following functions and benefits of trees and tree canopy cover. □ Trees produce oxygen and absorb carbon dioxide, thereby reducing air pollution and improving air quality. □ Trees filter out dust, particulate matter, and airborne pollutants, thereby improving air quality. □ Trees intercept precipitation, thereby reducing stormwater runoff and improving water quality. □ Trees and the community forest ecosystem provide habitat for desirable wildlife and City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 2 provide food and shelter for birds which in turn assist in control of insects. □ Trees reduce energy usage and air conditioning and heating costs by lowering air temperatures, providing shade and windbreaks, and through evapotranspiration of moisture from their leaves. □ Trees buffer different land uses to eliminate or minimize nuisances such as dust, noise, glare and signs, and provide privacy and screening of traffic, unsightly buildings and parking areas. □ Trees improve public health by reducing stress, encouraging exerci se, calming traffic, decreasing illness recovery times, reducing crime and improving concentration. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 3 □ Trees attract residents, visitors and commerce to communities and increase the value and marketability of property. □ Trees beautify the city and protect and enhance the quality of life. 3. TREE CANOPY COVER CALCULATION PROCEDURES A. Assigning Tree Canopy Cover Credit Tree canopy cover credit is assigned to individual trees and groups of trees that are conserved based on their actual canopy cover, and to trees planted to satisfy tree replacement and minimum tree canopy cover requirements based on a standard tree canopy cover credit amount for the species. The standard tree canopy cover credit for each species is based on the mature tree canopy size class as listed in the tree species list and represents the minimum tree canopy size (spread) that a tree would be expected to attain at maturity under urban conditions. In cases where the actual tree canopy cover of a conserved tree is less than the standard tree canopy cover credit for the species, then the standard credit will be given to the conserved tree to provide an incentive to conserve younger and smaller trees. B. Determining the Actual Tree Canopy Cover of Existing Trees The amount of tree canopy cover assigned to an individually growing, existing tree with no significant part (less than 10 percent) of its crown overlapping another tree’s crown shall be the actual square feet of ground area within the tree’s dripline and within the property boundaries in addition to the canopy overhanging the public right -of-way, or the standard tree canopy cover credit for the species, whichever is greater. The ground area covered by the canopy of an individually growing tree can be calculated as the area of a circle with a radius equal to the average radius of the tree’s crown, as illustrated in Appendix D and further described here. The radius is the distance from the center of a circle (tree trunk) to the outer edge of the circle (dripline), and is one-half the distance of the diameter, which is measured from dripline-to-dripline through the center. To determine the average radius of a tree’s crown, first measure the diameter of the tree’s crown dripline-to-dripline in two (2) perpendicular directions, centered on the tree trunk. Measure the widest dripline-to-dripline diameter first, and then measure the diameter in the perpendicular City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 4 direction. Add these two measurements and divide by 2 to get the average diameter. Divide by 2 again to get the average radius. Use Table A to determine the canopy area of the tree in square feet, which has been calculated using the average radius in feet and the standard formula for calculating the area of a circle. Table A. Canopy Area of Individually Growing Trees by Average Radius AVG RADIUS (feet) CANOPY AREA (square feet) AVG RADIUS (feet) CANOPY AREA (square feet) AVG RADIUS (feet) CANOPY AREA (square feet) 1 3 21 1,385 41 5,278 2 13 22 1,520 42 5,539 3 28 23 1,661 43 5,806 4 50 24 1,809 44 6,079 5 79 25 1,963 45 6,359 6 113 26 2,123 46 6,644 7 154 27 2,289 47 6,936 8 201 28 2,462 48 7,235 9 254 29 2,641 49 7,539 10 314 30 2,826 50 7,850 11 380 31 3,018 51 8,167 12 452 32 3,215 52 8,491 13 531 33 3,419 53 8,820 14 615 34 3,630 54 9,156 15 707 35 3,847 55 9,499 16 804 36 4,069 56 9,847 17 907 37 4,299 57 10,202 18 1,017 38 4,534 58 10,563 19 1,134 39 4,776 59 10,930 20 1,256 40 5,024 60 11,304 For forested areas and groups of existing trees with overlapping crowns, the amount of tree canopy cover assigned to the group shall be the actual square feet of ground area within the outer perimeter of the combined driplines of all trees within the group. This area can be measured using one of the following methods: □ On the ground by a surveyor, the city arborist, a certified arborist or other qualified individual; or, City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 5 □ Online using the most current aerial photography and an area measuring tool, either on the Fulton County geographic information system or another such geographic information system. The amount of tree canopy cover credited to a required rural viewshed shall be as described for a forested area. C. Standard Canopy Cover Credit for Planted Trees For planted trees, the amount of tree canopy cover credited to each newly planted tree has been standardized based on the typical crown spread (crown diameter) range of the species at maturity under urban conditions, as listed in Table B, and in the tree species list in the columns titled “Tree Canopy Size Class” and “Standard Tree Canopy Cover Credit”. Table B. Standard Tree Canopy Cover Credit by Mature Tree Size Mature Tree Canopy Size Class Standard Tree Canopy Cover Credit (square feet) Very Wide (> 35-foot spread) 1,600 Wide (25- to 35-foot spread) 900 Narrow (15- to 25-foot spread) 400 Very Narrow (< 15-foot spread) 150 D. Calculating Tree Canopy Cover for a Site The percent tree canopy cover of a site or lot shall be the total tree canopy cover within the boundaries of the site or lot in square feet divided by the total site or lot area in square feet and multiplied by 100 to get percent tree canopy cover. An illustration of calculating tree canopy cover for a sample site is located in Appendix D. Examples of Tree Canopy Cover Calculations A 10,000-square foot lot with a total of 5,000 square feet of tree canopy would have 50% tree canopy cover (5,000/10,000 = .50, x 100 = 50%). A 20,000-square foot lot with a total of 8,000 square feet of tree canopy would have 40 percent tree canopy cover (8,000/20,000 = .40, x 100 = 40%). A 1-acre lot (43,560 square feet) covered with a total of 28,000 square feet of tree canopy would have 64 percent tree canopy cover (28,000/43,560 = .64, x 100 = 64%). City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 6 4. ARBORICULTURAL STANDARDS All tree care operations regulated by the tree ordinance, including tree protection, tree establishment, new tree maintenance, established tree maintenance and tree removal shall be completed in accordance with: □ The technical standards set forth in the tree ordinance and tree conservation manual; □ The most current ANSI A300 Standards for Tree Care Operations and Z133.1 Safety Standards and ISA best management practices available from the International Society of Arboriculture (www.isa-arbor.com); and, □ Z60.1 Standard for Nursery Stock available from AmericanHort at www.americanhort.org. A copy of the most current ANSI A300 Standards for Tree Care Operations, Z133.1 Safety Standards, ISA best management practices, and Z60.1 Standard for Nursery Stock are available for review at the community development department. In addition, illustrations and construction details for some of the tree care activities described in these standards are included in Appendix D. A. Tree Protection Standards Active Tree Protection Active tree protection shall include the avoidance of harmful and prohibited activities within the tree protection zone and the installation of tree protection measures, including physical barriers to delineate and identify the tree protection zone or protect the tree trunk. Prohibited Activities Within the tree protection zone, the following activities and conditions, and any other activities and conditions harmful to a tree’s roots, trunk or crown, sh all be prohibited: □ Vehicle or equipment traffic, parking, or storage; □ Materials or supplies storage; □ Placement of temporary or permanent structures; □ Equipment maintenance or washout; □ Wounding of trunk; City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 7 □ Wounding or breakage of scaffold limbs or branches larger than 3 inches in diameter; □ Topping or other improper pruning, such as stub cuts or flush cuts; and, □ Fires or excessive heat from equipment exhaust pipes. □ Site or lot clearing or grubbing; □ Soil excavation, cuts, fill, grading, trenching or tilling; □ Edging around mulch and landscape beds; □ Soil compaction; □ Top dressing with soil greater than 2 inches in depth; and, □ Paving. With city arborist approval, some prohibited activities may take place on one side of the tree in the outer one-half of the critical root zone, but in no case closer than 3 feet to the trunk of a planted tree and 10 feet to the trunk of a conserved tree. Tree Protection Measures Orange polyethylene barrier fencing shall be installed prior to any land devel opment or land disturbance activity around each individual conserved tree, tree group or forested area at the location of the critical root zone and shall remain in place until construction activities have been completed. Tree protection fencing shall be installed in accordance with the construction details provided herein. When equipment movement is such that damage to tree trunks may be possible, then tree trunks shall be wrapped vertically with a single layer of 2-inch by 4-inch lumber spaced a maximum of 12 inches apart and covered with corrugated cardboard secured with strapping; the wrapping shall remain on the tree throughout the period of potential damage. Low hanging limbs that may be damaged by equipment traffic or other construction acti vities shall be pruned prior to the commencement of any land development or land disturbance activity in accordance with the pruning standards set forth herein. Forested areas designated as tree save areas, shall remain in an undisturbed condition and turf mowing, removal of the natural leaf litter, and clearing of underbrush other than invasive plants are prohibited within the tree save limits of the forested area. No tree maintenance shall be required in forested areas, except for that necessary to maintain a healthy stand of trees. Tree Protection Signs Prior to any land development or land disturbance activity and after tree protection fencing is City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 8 installed, tree protection area signs shall be installed. Signs shall be installed along the perimeter of all tree protection zones at least every 50 feet and shall include, at a minimum, the following text: “Tree Protection Area, Entry Prohibited, No Construction Activity, Materials or Equipment Storage, Equipment Washout, or Vehicle Traffic Allowed”. The sign shall be fabricated out of a sturdy material, shall be at least 18 inches wide by 24 inches high, and shall be placed on a sturdy post with the bottom of the sign at a minimum height of 30 inches above the ground. The signs must remain present at all times during construction. Passive Tree Protection Passive tree protection shall be required throughout the life of a specimen or heritage tree and shall require, at a minimum, the avoidance of all prohibited activities described herein within the tree protection zone. In addition, no person shall fasten or attach to any specimen or heritage tree any: □ Sign, poster, bill, notice or advertisement of any kind; □ Nails, boards, wire, strap, rope, chain or other such material that could damage the tree’s bark or girdle the trunk or scaffold limbs; or, □ Materials or structures that impede the normal growth or biological processes of the tree. No brine, oil, gasoline, paint or concrete washout, herbicides or other substances deleterious to tree health and survival shall be permitted to lie, leak, pour, flow or drip on or into the soil within the critical root zone of a specimen or heritage tree. B. Tree Establishment Standards Trees planted to satisfy tree replacement and minimum tree canopy cover requirements shall be established in accordance with the standards set forth herein. Tree establishment involves a series of steps that includes selecting the proper place for a tree, species selection, selecting an appropriately sized tree and a good quality tree, soil preparation, tree planting, and new tree maintenance. Tree Height Class The tree species list also includes the mature tree height class for each species in addition to the mature tree canopy size class and standard tree canopy cover credit. The height and canopy size classes affect where trees can be placed for trees to receive tree canopy cover credit. Table C shows the mature height range by class of trees growing under urban conditions. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 9 Table C. Mature Height Range of Trees by Height Class Mature Height Class Average Height Range Large Greater than 50 feet Medium 25 feet to 50 feet Small 15 to 25 feet Tree Placement Standards Trees planted to satisfy the requirements of this tree ordinance shall be placed such that they have adequate space to grow unobstructed to maturity. Minimum distances, at the time of planting as measured from the tree trunk to structures and infrastructure, shall be required as listed in Table D. Table D. Tree Placement and Growing Space Standards Tree Spacing Minimum Distance Large height and very wide canopy trees 40 feet* Medium height and wide canopy trees 30 feet* Small height and narrow canopy trees 20 feet* Very narrow canopy trees 15 feet* *trees may be clumped or spaced closer with approval of the city arborist Structure and Infrastructure Clearance Minimum Distance Fire hydrants, gas and water meters, utility poles, mail boxes, similar structures 15 feet Underground utility lines 10 feet Overhead utility lines 0 feet for small height trees 20 feet for medium height trees 40 feet for large height trees Buildings 15 feet for very narrow and narrow trees 25 feet for wide trees 35 feet for very wide trees Driveways and walkways 15 feet all trees Street intersections 35 feet all trees Growing Space Requirements Minimum Distance, Area, Volume Minimum tree lawn width (between sidewalk and curb) 5 feet all trees Minimum width of landscape island in parking lots 8 feet all trees Open Soil Surface Area Per Tree (and soil volume to a depth of 24 inches) 100 sq ft for small height trees (200 cubic feet) City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 10 Table D. Tree Placement and Growing Space Standards Tree Spacing Minimum Distance 225 sq ft for medium height trees (450 cubic feet) 400 sq ft for large height trees (800 cubic feet) In addition, the following standards shall apply: □ Tree trunks shall not be planted directly over property boundary lines or corners; □ In no case, shall a planting site be less than 5 feet wide in any one direction at the soil surface; and, □ No trees shall be planted on public or private property within the limits of, or which will interfere with, any drainage, sewer, water or utility easement, unless otherwise allowed herein. Species Selection Standards Species planted to satisfy the requirements of this tree ordinance shall be selected from the tree species list and shall conform to the following standards: □ Species shall be selected that are tolerant of the growing conditions existing on the site, including the available above- and below-ground growing space, sunlight, soil moisture, temperature, and soil volume; □ No more than 30 percent of any one genus (maple, oak, elm, etc.) shall be planted on a lot or within a development; □ When adequate growing space exists, at least 75 percent of the trees planted for tree canopy cover credit shall be very wide or wide canopy trees; □ Where obstructions to growth exist for very wide canopy trees, wide canopy trees shall be planted; and, □ Where obstructions to growth exist for wide canopy trees, narrow or very narrow canopy trees may be planted for tree canopy cover credit. Tree Size and Quality Standards Trees planted to satisfy the requirements of this chapter shall meet minimum quality standar ds as established in the most current ANSI Z60.1 American Standard for Nursery Stock. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 11 In addition, trees shall conform to the following standards: □ Trees shall be a minimum of 2-inch caliper for deciduous trees, a minimum of 8 feet in height for evergreen trees (except 5 feet in height for buffer plantings), and a minimum of 1-inch caliper per trunk for multi-trunked trees at the time of planting, unless larger caliper trees are required by the tree ordinance; □ Replacement trees for specimen and heritage trees shall be a minimum of 4-inch caliper for deciduous trees; □ Trees may be container grown or balled and burlapped; □ Trees shall be free from stem encircling or girdling roots; □ Trees shall be free from co-dominant stems and included bark; □ Trees shall be free of stem and branch wounds, broken branches or leaders, significant leans, insect and disease pests, mistletoe, and other harmful conditions that may threaten the tree’s survival, health, and potential to grow to maturity; and, □ Trees shall not require staking to stand upright under normal environmental conditions. Soil Preparation Standards Planting sites shall consist of an adequate volume of quality soil in which a tree can readily survive and thrive. The soil around a planted tree shall meet the following standards: □ The minimum open soil surface area and volume of soil shall be as listed in Table D; □ The soil within the open soil surface area shall be well aerated to a depth of 8 inches, except that in tree planting islands surrounded by pavement it shall be well aerated to a depth of 18 inches; □ The soil shall contain at least 5 percent organic matter; □ Soil pH shall be within a range of 5.8 to 7.0; □ An approved structural soil mix containing 80 percent rock aggregate, 15 percent mineral soil, and a sticking agent may be used within parking lots and other paved areas and within and adjacent to tree islands to increase the rooting volume available to trees, in which case the open soil surface area may be reduced by 30 percent; and, □ Permeable or porous pavements or suspended pavement systems may be used within a parking lot or other paved area adjacent to tree islands, in which case the open soil surface area required may be reduced by up to 50 percent. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 12 Tree Planting Standards The following standards shall apply to the planting of container grown or balled and burlapped trees: □ Trees shall be installed during the planting season, unless otherwise approved by the administrator; □ In undisturbed soils and prepared soils, the planting hole shall be at least two (2) times as wide and no deeper than the root ball of the tree, with sides sloping inward from the top, and with firm soil on the bottom and conform to the planting detail in Appendix D; □ In compacted soils, the planting hole shall be at least three (3) times as wide and no deeper than the root ball of the tree, with sides sloping inward from the top, and with firm soil on the bottom; □ The tree shall be planted no deeper than it was growing in the containe r or field and the trunk flare shall be visible above the ground; □ All strapping, webbing, twine, strings and other such material shall be removed from the root ball prior to filling in the hole with soil; □ The burlap and wire basket, if they cannot be removed completely without damaging the root ball, shall be removed to a depth of at least 12 inches and to a greater depth if possible; □ In no case shall any burlap be located above the soil surface; and, □ Trees shall not be staked unless they are leafed ou t and planted in sandy or very well- aerated soils in which shifting of the root ball might occur; when staking must occur, it shall conform to the staking detail in Appendix D. C. New Tree Maintenance Standards For newly planted container grown or balled and burlapped trees that are planted to satisfy the requirements of the tree ordinance, the applicant or his/her authorized agent(s) shall comply with the following maintenance standards during the establishment period: □ Trees shall be mulched immediately after planting in accordance with the mulching standards set forth herein; □ When natural rainfall is less than 1 inch per week during the growing season, trees shall be provided with the equivalent of 1 inch of water per week within the open soil surface area; City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 13 □ Trees shall not be fertilized; □ Trees shall be pruned immediately before or after planting to remove dead, broken, diseased, dying or rubbing branches only; □ After the first growing season, tree pruning shall be done as necessary to remove dead branches, train tree structure and maintain clearance over walkways, streets and vehicles in accordance with the tree pruning standards set forth herein; and, □ Tree staking materials shall be removed no later than 1 year after planting. D. Established Tree Maintenance Standards Required tree maintenance may include pruning, mulching, or removal as set forth in the tree ordinance or as required by the city arborist as a condition of permit approval or remediation. Optional tree maintenance includes fertilization, cabling and bracing (supplemental support systems), and lightning protection. For protected trees, required maintenance shall be done in accordance with ANSI standards and ISA best management practices, and the additional standards set forth herein. Tree Pruning Standards When tree pruning is required by the tree ordinance, trees shall be pruned in accordance with ANSI standards and ISA best management practices and the standards that follow. □ Tree owners and their agents are encouraged to hire businesses that employ a certified arborist who can supervise the pruning work on site and ensure that pruning is being done properly. □ Pruning activities shall not disturb nesting, rare, or endangered wildlife and shall not resume or commence until the wildlife has vacated the tree for the season, unless the tree poses an immediate threat to public health and safety, in which case the Georgia Department of Natural Resources shall be contacted to relocate the wildlife prior to pruning; □ Co-dominant stems less than 4 inches in diameter at the fork shall be pruned off and one main stem shall remain; □ Pruning cuts that leave stubs, flush cuts that encroach on the branch collar, or the tearing of bark are not permitted; □ Pruning shall be done such that a tree’s natural form is maintained to the greatest extent possible; and, City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 14 □ Tree topping or heading back is not permitted. Reasons for which specimen and heritage tree pruning is not permitted unless approved by the city arborist include, but are not limited to: □ Sign installation, clearance, or visibility; excluding traffic, direction, warning or informational signs owned by any public or semi-public agency; and, □ Clearance for temporary or permanent equipment traffic or storage, the erection of temporary structures, or materials storage within the tree protection zone. Mulching Standards Individual planted trees, individual conserved trees, and groups of four (4) or less conserved trees shall be mulched in accordance with the following standards; □ Mulch shall be composed of organic materials that may include, but are not limited to, pine straw, leaves, wood chips aged at least 3 months, compost, and pine bark; □ Grass clippings, plastic sheeting, and rocks or gravel shall not be used as mulch and shall not be applied within the critical root zone; □ Conserved and planted trees shall be mulched to the outer edges of the critical root zone or to the greatest extent possible, except that no mulch ring shall have a radius of less than 3 feet. □ Mulch shall be 3 to 4 inches in depth and shall be spread in an even layer throughout the critical root zone. □ Mulch is not allowed closer than 6 inches to the trunk of a planted tree and 12 inches to the trunk of a conserved tree. □ Mulch should be inspected annually for proper depth and re -applied if necessary, preferably in the late winter or early spring. □ For conserved groups of more than 4 trees, for forested areas and for forested buffers the addition of mulch is not required; however, the ground surface and natural leaf litter within these areas shall remain present and undisturbed; Fertilization Standards Fertilization is optional for protected trees. However, if protected trees are fertilized, it is recommended that they be fertilized in accordance with recommendations associated with a recent soil test and ANSI A300 standards. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL February 5, 2018 Page 15 Tree Supplemental Support System Standards The installation of supplement support in a protected tree is optional, but may be advisable to mitigate the risk of partial tree failure. Any tree support systems placed in a specimen or heritage tree shall be designed, installed, and maintained in accordance with ANSI A300 standards. Lightning Protection System Standards The installation of a lightning protection system in a protected tree is optional, but may be advisable for specimen or heritage trees to reduce the damage that can occur as a result of a lightning strike. Any lightning protection systems placed in a specimen or heritage tree shall be designed, installed and maintained by a certified arborist in accordance with the ANSI A300 standards. E. Tree Removal Standards It is recommended that all tree removal operations be done in accordance with ANSI standar ds, including safety standards and ISA best management practices. In addition, tree removal should not disturb nesting, rare or endangered wildlife including any birds subject to The Migratory Bird Act, and tree removal should be delayed until the nesting wildlife is safely removed or has voluntarily vacated the tree, unless the tree poses an immediate threat to public health and safety, in which case the Georgia Department of Natural Resources shall be contacted to relocate the wildlife prior to removal. The Georgia Department of Natural Resources should be contacted in every case involving the removal of any bird species. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page A1 Appendix A. Applicability and Exemptions Summary Charts Section 5. APPLICABILITY AND EXEMPTIONS SUMMARY 5.1. APPLICABILITY 5.1.a. All real property. 5.1.b. Any activity that requires a land disturbance permit, building permit, demolition permit, right-of- way encroachment permit or tree removal permit. 5.1.c. Any activity that requires a certificate of occupancy, minor plat approval, certificate of conceptual plan approval, or final plat approval. 5.1.d. All protected trees. 5.2. EXEMPTIONS 5.2.a. Removal of trees posing an imminent threat or under emergency conditions. 5.2.b. Commercial tree nursery and tree farm operations. 5.2.c. Ongoing forest management practices, including timber harvesting, with exceptions. 5.2.d. Trees removed by municipal, county, state or federal authorities pursuant to law. 5.2.e. Trees removed by utility companies, except that all removal and pruning shall be done in accordance with the arboricultural standards in the tree conservation manual. A chart with applicability and exemption details follows. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page B1 Appendix B. Approved Tree Species List Trees planted to satisfy minimum tree canopy cover and tree replacement requirements of the tree ordinance must be selected from the City of Milton Tree Species List. The tree species list follows and includes: □ The species that are approved for tree canopy cover credit; □ The species that may not receive tree canopy cover credit due to their poor quality— including brittle or weak wood, invasive nature, insect or disease susceptibility, large thorns, noxious fruiting habit, excessive litter or lack of suitabi lity to the region; □ The mature height class for each species; □ The tree canopy size class for each species; □ The standard square feet of tree canopy cover credit for the species; □ Whether the species is native to the Piedmont region of Georgia; □ Whether the species is considered drought tolerant; and, □ The locations where tree species are approved for planting. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page C1 Appendix C. Standard Applications, Checklists, Forms and Worksheets 1. Heritage Tree Nomination Form 2. Tree Removal Permit Application 3. Tree Canopy Plan Checklist 4. Timber Harvesting Notification Form 5. Tree Bank Registration Application City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D1 Appendix D. Illustrations and Construction Details Construction details for the critical root zone, newly planted tree and conserved tree mulching, tree protection zone, tree protection fencing, the tree protection area sign, tree planting and tree staking must be included on the tree canopy plan. Electronic files of the construction details in PDF and JPEG formats are available from the community development department. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D2 FORMULA FOR CALCULATING THE AREA OF A CIRCLE (A) A = *R2 Area = 3.14 * (R * R) 1. Calculating Actual Tree Canopy Cover DETERMINING THE AVERAGE RADIUS and ACTUAL TREE CANOPY COVER 1) Measure the greatest crown diameter (d1) in feet. 2) Measure the crown diameter in a perpendicular direction (d2) in feet. 3) Add d1 and d2; divide by 2 to get the average diameter (D). 4) Divide the average diameter (D) by 2 to get the average radius (R) in feet. 5) Square the average radius (R2) and multiply by 3.14 (, a constant), to get the area of the crown, or a circle, in feet. EXAMPLE 1) The length of d1 is 70 feet. d1 2) The length of d2 is 50 feet. 3) The total of d1 and d2 is 120 feet, which divided by d2 2 is 60 feet, the average diameter (D). 4) The average radius is half the average diameter--60 divided by 2, which is 30 feet. 5) Square the average radius, 30 feet, which is 900 square feet and then multiply by 3.14 to get the actual tree canopy cover of the tree in this example-- 2,826 square feet. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D3 TREE CANOPY COVER PERCENT Tree canopy cover percent is calculated by dividing the total square foot area covered by tree canopies within the property boundaries and overhanging the public right-of-way by the total area of the property. To calculate the tree canopy cover percent that is planned for a lot, add the tree canopy cover of trees to be conserved to the tree canopy cover credit given to trees to be planted, and divide the result by the total area of the lot and multiply by 100. EXAMPLE A: Tree Canopy Cover on a Developed Site The developed lot in the example to the right is 150 feet wide by 290.6 feet deep, an area of 43,560 square feet (1 acre). The tree canopy cover on this lot totals 27,000 square feet (13,500 + 4,000+6,500+3,000). The total tree canopy cover of 27,000 square feet is divided by 43,560 square feet and multiplied by 100 to get a percent, resulting in a tree canopy cover of 62% for the lot. See the next page for an example of calculating tree canopy cover for a site to be developed. 2. Calculating Tree Canopy Cover Percent Property Boundaries Forested area with 13,500 sq ft of tree canopy cover within property boundaries Individual tree with 4,000 sq ft of tree canopy cover Public right-of-way Tree group with a combined tree canopy cover of 6,500 sq ft within property boundaries and overhanging the public right of way Individual tree with 3,000 sq ft of tree canopy cover within property boundaries City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D4 TREE CONSERVATION All trees outside of the improved area are to be conserved on an undeveloped lot. Replacement is required for the removal of specimen trees (120% canopy removed) and heritage trees (140% canopy removed) within the improved area. Trees are required in rural viewsheds, buffers and road frontages, as well as in other priority areas. If trees don’t exist in these areas, then new trees must be planted. EACH SITE IS DIFFERENT, AND MAY HAVE DIFFERENT TREE REQUIREMENTS RESULTING IN DIFFERENT COMBINATIONS AND ARRANGEMENTS OF CONSERVED AND PLANTED TREES EXAMPLE B: Tree Canopy Cover on an Undeveloped Lot The undeveloped lot in the example to the right is 150 feet wide by 290.6 feet deep, an area of 43,560 square feet (1 acre). If 60% tree canopy cover is required, that is equal to 26,136 square feet. All trees outside of the improved area must be conserved, and street trees are required. The total tree canopy cover on this lot at the completion of development will be 15,000 + 3,200 + 320 + 1,600 + 6,400 = 26,520 sq ft. 26,520 sq ft divided by 43,560 sq ft equals 61%. Specimen tree with 3,200 sq ft actual cover, with 10% bonus of 320 sq ft Forested area with 15,000 sq ft to be conserved Public right-of-way 4 street trees to be planted, very wide canopy, 1,600 sq ft each (6,400 sq ft total) Very wide maturing tree with 750 sq ft actual tree canopy, but is given the 1,600 sq ft standard credit Improved Area City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D5 3. Critical Root Zone (Plan View) EXAMPLE A Dripline is located farther out from the trunk than 1.5 feet for every 1-inch DBH, so therefore the dripline is the location of CRZ. Dripline follows the greatest extent of the branches (crown) around the tree. The location of the tree trunk Edge of the dripline, forms a circle, more or less, on the ground. This dripline delineates the Critical Root Zone. Radius of 1.5 feet for every 1-inch DBH, smaller than the dripline. and the perimeter of the CRITICAL ROOT ZONE (CRZ) must be delineated on tree plans. Critical Root Zone EXAMPLE B CRZ is located out from the trunk a distance of 1.5 feet for every 1-inch DBH because it is farther out than the dripline. Radius of 1.5 feet for every 1-inch DBH, larger than the dripline. Dripline follows the greatest extent of the branches (crown) around the tree. Edge of the dripline, forms a circle, more or less, on the ground, and in this example, does not delineate the Critical Root Zone. Critical Root Zone City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D6 APPLICATION Spread in an even layer 3 to 4 inches deep within the critical root zone (1.5 feet for every 1-inch DBH) and at least 3 feet out for a newly planted tree, whichever is farther. Keep mulch 6 inches from the trunk of a newly planted tree and 12 inches from the trunk of a conserved tree. MAINTENANCE inspect annually for proper depth and reapply if necessary in late winter or early spring DBH = trunk diameter measured at 4.5 feet above the ground Keep 6 inches from the trunk At least 3 feet 4. Tree Mulching Detail - Newly Planted Tree APPROVED MATERIALS pine straw leaves aged wood chips compost pine bark City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D7 APPROVED MATERIALS pine straw leaves aged wood chips compost pine bark Dripline DBH = trunk diameter measured at 4.5 feet above the ground MAINTENANCE inspect annually for proper depth and reapply if necessary in late winter or early spring Critical Root Zone 1.5 feet for every 1-inch DBH Keep mulch 12 inches from the base of the trunk 5. Tree Mulching Detail - Conserved Tree APPLICATION Spread in an even layer 3 to 4 inches deep within the critical root zone (1.5 feet for every 1-inch DBH) and at least 3 feet out for a newly planted tree, whichever is farther; keep mulch 6 inches from the trunk of a newly planted tree and 12 inches from the trunk of a conserved tree. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D8 The tree protection zone includes the critical root zone, tree trunk, and entire tree crown (scaffold limbs, branches and leaves). Tree Protection Zone Ground Line and 24 inches deep in the soil below the ground line. Critical root zone extends out 1.5 feet for every 1-inch DBH, Dripline Dripline 6. Tree Protection Zone Detail City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D9 DRIPLINE The line extending from the outermost branches to the ground, forming a more or less circular area on the ground. Dripline DBH = trunk diameter measured at 4.5 feet above the ground Edge of critical root zone TREE PROTECTION AREA ENTRY PROHIBITED TREE PROTECTION AREA ENTRY PROHIBITED No Construction No Construction Activity, Materials or Activity, Materials or Equipment Storage, Equipment Storage, Equipment Washout, Equipment Washout, or Vehicle Traffic or Vehicle Traffic Allowed Allowed Orange barrier fencing erected on sturdy posts at the dripline or edge of the critical root zone (distance of 1.5 feet for every 1-inch DBH), whichever is larger. Tree protection area signs must be installed every 50 feet around the perimeter of the tree protection fence. 7. Tree Protection Fencing Detail City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D10 8. Tree Protection Area Sign Detail TREE PROTECTION AREA ENTRY PROHIBITED NO Construction Activity, Materials or Equipment Storage, Equipment Washout or Vehicle Traffic Allowed City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D11 9. Tree Planting Detail THE PLANTING HOLE The planting hole should be dug 2 times the width of the root ball, and up to 5 times in compacted soils. Dig the hole no deeper than the depth of the root ball; soil beneath the root ball should remain firm and undisturbed. Sides of the planting hole should be rough and sloped outward. Add no soil amendments. Backfill around the root ball with the same soil that was removed. Do not fertilize until the 2nd growing season, and only if a soil test shows a deficiency. SOIL LEVEL Soil level should be at grade, with no water ring formed around the planting hole. STAKING Do not stake the tree unless it is leafed out at time of planting or is being planted in sandy soils. REMOVE STAKING AFTER 1 YEAR ROOT DEPTH The first order roots should be no more than 2 inches below the soil line. Too much soil on top of the root ball will eventually result in girdling roots and tree decline. Minimum 2X the width of the root ball, and up to 5X in compacted soils. REMOVE BURLAP, STRAPS AND WIRE BASKET Remove all straps, twine, burlap, and wire basket before backfilling with soil. City of Milton, Georgia Chapter 60 - Tree Canopy Conservation Ordinance TREE CONSERVATION MANUAL January 8, 2018 Page D12 INSTALLATION Install 3 sturdy posts around the tree at the CRZ. Install soft-tie straps horizontally looping around the post and the tree trunk, leaving some slack to allow the tree to bend slightly in all directions. REMOVE STAKING AND STRAPS AFTER 1 YEAR RECOMMENDED MATERIALS Sturdy metal or wood posts, 4 feet tall, and soft-tie straps and loops 10. Tree Staking Detail CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 28, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of An Ordinance of the Mayor and Council of the City of Milton, Georgia, To Adopt Amendments to the Fiscal 2020 Budget for the General Fund of the City of Milton, Georgia Amending the Amounts Shown as Expenditures, Prohibiting Expenditures to Exceed Appropriations, and Prohibiting Expenditures to Exceed Actual Funding Available MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 6A132176-0293-4BC3-975D-941866A423F4 X June 1, 2020 X X To: Honorable Mayor and City Council Members From: Bernadette Harvill, Finance Director Date: Submitted on May 27, 2020 for First Presentation on the June 1, 2020 Regular City Council Meeting and Unfinished Business for the June 15, 2020 Regular City Council Meeting Agenda Item: Consideration of an Ordinance of the Mayor and Council of the City of Milton, Georgia, to Adopt Amendments to the Fiscal Year 2020 Budget for Each Fund of the City of Milton, Georgia Amending the Amounts Shown in Each Budget as Expenditures, Amending the Several Items of Revenue Anticipations, Prohibiting Expenditures to Exceed Appropriations and Prohibiting Expenditures to Exceed Actual Funding Available. _____________________________________________________________________________________ Department Recommendation: The recommendation is to approve the budget amendments as proposed. Executive Summary: As the City budget is a dynamic rather than static plan, it requires amending from time to time. The proposed budget amendments enclosed are an update to the original budget as adopted on September 23, 2019 and reflect the most recent circumstances and recommendations. Requests outlined include revenue anticipation updates, several of which are a result of the current economic impact of COVID-19. Some of the more significant decreases to anticipations for revenue include: local option sales tax, transportation special purpose local option sales tax, alcohol beverage excise tax, hotel motel excise tax, business & occupation tax, investment income, and impact fees. Staff have identified significant decreases to current expenditure budgets in the areas of salary savings as a result of vacancies in various departments and projects that can be deferred until the City has a better understanding of the full impact of the current economic circumstances (please see the attached budget amendment documents for details). The public hearing for this amendment was advertised in the Milton Herald on May 21, 2020 and will include detailed discussion of the amendments outlined in the attached document. 1 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Funding and Fiscal Impact: Please refer to the attached budget amendment documents. Alternatives: Other directed Council action. Concurrent Review: Steve Krokoff, City Manager Attachment(s): Fiscal Year 2020 Proposed Budget Amendments 2 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A ORDINANCE NO. STATE OF GEORGIA FULTON COUNTY AN ORDINANCE OF THE MAYOR AND COUNCIL OF THE CITY OF MILTON, GEORGIA, TO ADOPT AMENDMENTS TO THE FISCAL 2020 BUDGET FOR EACH FUND OF THE CITY OF MILTON, GEORGIA AMENDING THE AMOUNTS SHOWN IN EACH BUDGET AS EXPENDITURES, AMENDING THE SEVERAL ITEMS OF REVENUE ANTICIPATIONS, PROHIBITING EXPENDITURES TO EXCEED APPROPRIATIONS, AND PROHIBITING EXPENDITURES TO EXCEED ACTUAL FUNDING AVAILABLE. BE IT ORDAINED by the City Council of the City of Milton, GA while in a council meeting on June 15, 2020 at 6:00 p.m. as follows: WHEREAS, the City Manager of the City of Milton has presented amendments to the fiscal year 2020 Budget to the City Council on each of the various funds of the City; and WHEREAS, each of these budget amendments results in a balanced budget, so that anticipated revenues equal proposed expenditures for each fund; and WHEREAS, the amended fiscal year 2020 budget provides a financial plan for the government, establishing appropriations for each operating department in order to extend services; NOW, THEREFORE BE IT ORDAINED that this budget amendment, “Exhibit A” attached hereto and by this reference made a part hereof this ordinance shall be the City of Milton’s amended fiscal year 2020 budget; and BE IT FURTHER ORDAINED that this budget be and is hereby approved and the several items of revenues shown in the budget for each fund in the amounts anticipated are adopted and that the several amounts shown in the budget for each fund as proposed expenditures are hereby appropriated to the departments named in each fund; and, BE IT FURTHER ORDAINED that the expenditures shall not exceed the appropriations authorized by this budget or amendments thereto provided; that expenditures for the fiscal year shall not exceed actual funding available. 3 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A ADOPTED AND APPROVED this 15th day of June, 2020. CITY OF MILTON, GEORGIA By: ________________________ Mayor Joe Lockwood ________________________ Councilmember Carol Cookerly ________________________ Councilmember Joe Longoria ________________________ Councilmember Rick Mohrig _________________________ Councilmember Peyton Jamison _________________________ Councilmember Paul Moore _________________________ Councilmember Laura Bentley (SEAL) Attest: _______________________________ City Clerk 4 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A City of Milton, Georgia Fiscal Year 2020 Summary of Departmental Budget Amendments 5 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A The goal of the fiscal year 2020 budget amendment is to revise departmental budgets and interfund transfers based on activity-to-date and future projections. GENERAL FUND The General Fund is the principal operating fund of the government and is used to facilitate current year operations. General Fund revenues have unrestricted use. Utilization of prior year unrestricted fund balance in excess of required reserves shall be deemed a one-time revenue source. Expenditure requests are categorized into two categories: Salary and Benefits and Maintenance and Operating. Salary and benefits line items include salaries, overtime, vacation pay, retirement and other associated payroll expenditures. The maintenance and operating category include expenditures related to operational line items such as supplies, professional fees, training, dues and fees, travel, utilities, communications, machinery & equipment, etc. Revenue Amendments: The changes in original revenue estimates for the following revenue sources are driven by an analysis of the activity-to-date and include anticipations resulting from the current economic impact of COVID- 19.A projection was completed using available data indicating the fiscal year 2020 revenue estimates could be adjusted by the amounts indicated in the table beginning on page 8. Some of the more significant changes are explained as follows: 1.The City has recognized increases to its share of the title ad valorem tax distribution throughout FY 2020. At this time, the City still anticipates an overall increase of $275,000 over the original budget for this tax even considering a potential decrease in vehicle sales. 2.The full impact of COVID-19 is yet to be seen. Staff has compared prior year collections for anticipated impacted revenues and projected decreases to the original anticipations for FY 2020 as follows: local option sales tax 14% or $1,353,347, alcohol beverage excise tax 40% or $124,000, business & occupation tax 13% or $100,000, investment income 30% or $90,000, and a drop of approximately $30,000 for activity fees/commissions. 3.Fines & Forfeitures and related court administrative fees have also been impacted and are projected to be lower than originally anticipated with a forecasted decrease of 34% or $130,000 and 30% or $27,600 respectively. Expenditure Amendments: Explanations for each of the amendments to the expenditure accounts are provided within the expenditures by project detail beginning on page 10. 6 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A FY 2020 Current Budget Proposed Amendment Total Amended Budget REVENUES Taxes 27,972,125$ (1,017,252)$ 26,954,873$ Licenses & Permits 614,650 (80,054)534,596 Intergovernmental Revenues - 60 60 Charges for Services 517,420 (79,257)438,163 Fines & Forfeitures 380,000 (130,000)250,000 Investment Income 301,000 (90,000)211,000 Contributions & Donations - 23,503 23,503 Miscellaneous Revenue 108,726 539 109,265 Proceeds from Sale of Assets 10,000 9,001 19,001 subtotal 29,903,921$ (1,363,459)$ 28,540,462$ Interfund Transfers In: Capital Projects Fund 83,093$ -83,093 subtotal 83,093$ -$ 83,093$ TOTAL REVENUES $ 29,987,014 $ (1,363,459) $ 28,623,555 EXPENDITURES Mayor & Council 196,111$ (42,010)$ 154,101$ City Clerk 390,928 (65,000)325,928 City Manager 644,897 -644,897 General Administration 58,673 (1,000)57,673 Finance 646,442 (10,000)636,442 Legal 295,000 40,000 335,000 Information Technology 1,362,876 (73,980)1,288,896 Human Resources 349,281 -349,281 Risk Management 266,706 (5,696)261,010 General Government Buildings 259,502 5,564 265,066 Communications 292,875 (8,000)284,875 Community Outreach & Engagement 164,367 3,500 167,867 Municipal Court 470,202 12,246 482,448 Police 5,629,833 (164,856)5,464,977 Fire 7,722,910 (67,187)7,655,723 Public Works 2,979,237 (230,837)2,748,400 Parks & Recreation (Active)1,518,414 125,686 1,644,100 Passive Parks/Greenspace 137,789 49,467 187,256 Community Development 1,701,891 20,000 1,721,891 Economic Development 179,655 -179,655 Debt Service 1,177,201 (1,177,201)- Contingency 264,448 (159,005)105,443 subtotal 26,709,238$ (1,748,309)$ 24,960,929$ Interfund Transfers Out: Capital Projects Fund 4,894,518$ 82,536 4,977,054$ Revenue Bond Fund - 1,158,509 1,158,509 subtotal 4,894,518$ 1,241,045$ 6,135,563$ TOTAL EXPENDITURES $ 31,603,756 $ (507,264) $ 31,096,492 Total Revenues Over/(Under) Expenditures (1,616,742)$ (856,195)$ (2,472,937)$ Beginning Fund Balance 10,495,407 10,495,407 ENDING FUND BALANCE 8,878,665$ 8,022,469$ General Fund Budget Summary 7 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendment Fiscal Year 2020 GENERAL FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: TAXES R eal Property Tax - Current Year 11,710,008 150,000 11,860,008 Public Utility Tax 90,000 11,408 101,408 Real Property Tax - Prior Year 20,000 90,000 110,000 Title Ad Valorem Tax 400,000 275,000 675,000 Local Option Sales Tax 9,400,000 (1,353,347) 8,046,653 Alcohol Beverage Excise Tax 310,000 (124,000) 186,000 Business & Occupation Tax 800,000 (100,000) 700,000 Financial Institution Tax 45,000 7,187 52,187 Penalties & Interest-Real Property Tax 10,000 25,000 35,000 Penalties & Interest-Personal Property Tax 700 1,500 2,200 TOTAL: TAXES (1,017,252) LICENSES & PERMITS Alcohol Beverage Licenses 170,000 (15,000) 155,000 Modification 350 700 1,050 Building Permits 350,000 (65,000) 285,000 Penalties & interest-Alcohol Beverage License 2,200 246 2,446 Res/Comm Work Without a Permit Penalty 1,000 (1,000) - TOTAL: LICENSES & PERMITS (80,054) INTERGOVERNMENTAL School Bus Stop Arm Violations - 60 60 TOTAL: INTERGOVERNMENTAL 60 CHARGES FOR SERVICE Finance Administrative Fees 74,000 (14,800) 59,200 Court Administrative Fees 92,000 (27,600) 64,400 Online Payment Convenience Fee 22,000 6,000 28,000 Fingerprinting Fee 20,000 (6,000) 14,000 Background Check Fees 14,000 (7,000) 7,000 Activity Fees/MCC Pool 22,000 (11,000) 11,000 Activity Fees/Kona Ice 800 343 1,143 Activity Fees/Eagle Stix Lacrosse 18,000 (7,500) 10,500 Activity Fees/North Ga Rec 13,000 (8,500) 4,500 Activity Fees/Milton Tennis Center 4,000 (2,000) 2,000 Activity Fees/Wanna Play Baseball 2,500 (1,200) 1,300 TOTAL: CHARGES FOR SERVICE (79,257) Change in revenue recognition 8 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendment Fiscal Year 2020 GENERAL FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: FINES & FORFEITURES FINES & FORFEITURES 380,000 (130,000) 250,000 TOTAL: FINES & FORFEITURES (130,000) INVESTMENT INCOME Interest Revenue 1,000 - 1,000 Realized Gain/Loss On Investment 300,000 (90,000) 210,000 TOTAL: INVESTMENT INCOME (90,000) CONTRIBUTIONS & DONATIONS Donation Revenue-Milton First Responders Foundation - 1,688 1,688 Donation Revenue-Parks & Recreation - 2,000 2,000 Private Entity Grant/Contributions - 14,815 14,815 Private Entity Grant/Contributions-Police - 5,000 5,000 TOTAL: CONTRIBUTIONS & DONATIONS 23,503 MISCELLANEOUS REVENUE Cell Tower Lease 80,026 - 80,026 Facility Rental/Bethwell Community Center 5,000 - 5,000 Facility Rental/Friendship Park 200 - 200 Facility Rental/Bell Memorial Park 12,000 699 12,699 Facility Rental/Broadwell Pavilion 6,000 (3,000) 3,000 Facility Rental/City Hall/Community Place 2,000 - 2,000 Facility Rental/Tennis Courts 500 - 500 Insurance Proceeds-Public Works - 1,948 1,948 Other Miscellaneous Revenue 3,000 - 3,000 Evidence Room Unclaimed Cash - 892 892 TOTAL: MISCELLANEOUS REVENUE 539 OTHER FINANCING SOURCES Operating Transfers In From Capital Projects Fund 83,093 - 83,093 Sale Of Surplus Equipment 10,000 9,001 19,001 TOTAL: OTHER FINANCING SOURCES 9,001 TOTAL REVENUES $ (1,363,459) Change in revenue recognition 9 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendment Fiscal Year 2020 GENERAL FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY DEPARTMENT: MAYOR & COUNCIL Professional Fees 35,000 (25,000) 10,000 Reduce the budget for an outside facilitator for the Council/Staff retreat Travel 12,860 (10,010) 2,850 Education & Training 12,650 (7,000) 5,650 TOTAL: MAYOR & COUNCIL (42,010) CITY CLERK Salaries & Wages 155,430 (40,000) 115,430 Reduce the budget to account for savings related to position vacancies Professional Fees 139,936 (25,000) 114,936 Reduce the budget to account for election savings offset by higher than anticipated transcription expenses TOTAL: CITY CLERK (65,000) GENERAL ADMINISTRATION Maintenance Contracts 5,092 (1,000) 4,092 Reduce the budget to account for annual subscription cancelation (Basecamp) TOTAL: GENERAL ADMINISTRATION (1,000) FINANCE Salaries & Wages 358,495 (10,000) 348,495 Reduce the budget to account for savings related to position vacancies TOTAL: FINANCE (10,000) LEGAL Professional Fees 295,000 40,000 335,000 Increase to account for higher than anticipated legal expenses TOTAL: LEGAL 40,000 Reduce the budgets related to the canceled GMA Conference 10 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendment Fiscal Year 2020 GENERAL FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY DEPARTMENT: INFORMATION SERVICES Salaries & Wages 154,590 (45,000) 109,590 Reduce the budget to account for savings related to position vacancies Communications 93,560 (28,980) 64,580 Transferring the budget for public safety related expenses to the Police D epartment TOTAL: INFORMATION SERVICES (73,980) RISK MANAGEMENT Insurance 266,706 (5,696) 261,010 Reduce the budget to account for lower than anticipated insurance costs TOTAL: RISK MANAGEMENT (5,696) GENERAL GOVERNMENT BUILDINGS Cleaning Services 38,216 5,564 43,780 Increase to account for the higher than anticipated janitorial services expenses o ffset by savings realized through the facilities technician services contract in Public Works TOTAL: GENERAL GOVERNMENT BUILDINGS 5,564 COMMUNICATIONS Salaries & Wages 138,642 (8,000) 130,642 Reduce the budget to account for savings related to position vacancies TOTAL: COMMUNICATIONS (8,000) COMMUNITY OUTREACH & ENGAGEMENT Professional Fees - 3,349 3,349 General Supplies 5,000 151 5,151 TOTAL: COMMUNITY OUTREACH & ENGAGEMENT 3,500 MUNICIPAL COURT Rental Land & Buildings 112,960 12,246 125,206 Transfer from Contingency to account for common area maintenance expenses r elated to the Deerfield lease TOTAL: MUNICIPAL COURT 12,246 Increase the budgets related to State of the City to account for sponsorships 11 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendment Fiscal Year 2020 GENERAL FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY DEPARTMENT: POLICE Salaries & Wages 2,843,454 (100,000) 2,743,454 Reduce the budget to account for savings related to position vacancies Vehicle Repair & Maintenance 162,536 (82,536) 80,000 Transferring the budget for obtaining vehicles for the two new officers (approved M&O initiative) to the Capital P rojects Fund Communications 84,076 28,980 113,056 Increase to account for public safety related communications expenses originally budgeted in the Information Services Department Maintenance Contracts 471,723 (1,120) 470,603 Transferring 50% of the budget related to Netmotion to the Fire Department to account for department specific expenses Machinery & Equipment 238,207 (10,180) 228,027 Overall reduction to the budget is a result of: an increase to computer hardware ($22,672 from Contingency) to r eplace officers' laptops, an increase of $5,000 to account for a donation from Target for the Red and Blue shopping event, an increase of $1,688 to account for a donation from the Milton First Responder's Foundation for the purchase of Cool Cops equipment, and a decrease of $39,540 as a result of the decision to defer the purchase/installation of stationary license plate recognition (LPR) systems in the City TOTAL: POLICE (164,856) 12 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendment Fiscal Year 2020 GENERAL FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY DEPARTMENT: FIRE Salaries & Wages 4,519,336 (60,000) 4,459,336 Reduce the budget to account for savings related to position vacancies Maintenance Contracts 164,867 1,120 165,987 Transferring in 50% of the budget related to Netmotion from the Police Department to account for department specific expenses Property 9,000 (8,307) 693 Transferring the portion of the budget related to the purchase of land at Birmingham Park (78.5%) and the PW storage yard (13.8%) from Fulton County to those departments TOTAL: FIRE (67,187) PUBLIC WORKS Professional Fees 479,000 (232,079) 246,921 Reduce the budget to account for the following: $11,802 to be transferred to Passive Parks/Greenspace for survey work related to the purchase of Birmingham Park land from Fulton County, release $43,277 in savings from the NPDES permit compliance project, release $27,000 in overall savings from the facilities technician services contract ($6,163 of this amount will offset higher than anticipated janitorial services expenses in Gen Govt Bldgs and P&R) and transfer $150,000 to Community Development to account for the construction and land inspection services in that department Property - 1,242 1,242 Transferring in the portion of the budget related to the purchase of land at the PW yard (13.8%) from the original budget in the Fire Department TOTAL: PUBLIC WORKS (230,837) 13 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendment Fiscal Year 2020 GENERAL FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY DEPARTMENT: PARKS & RECREATION (ACTIVE) C leaning Services 30,774 599 31,373 Increase to account for the higher than anticipated janitorial services expenses o ffset by savings realized through the facilities technician services contract in Public Works Grounds Repair & Maintenance 81,879 1,000 82,879 Increase to account for a donation from Milton Boys Feeder LAX for improvements to the Cox Road facility Maintenance Contracts 233,639 91,587 325,226 Transfer in from Contingency to account for higher than anticipated expenses related to the IGA with the City of Alpharetta Other Purchased Services 4,620 32,500 37,120 Transfer in from Contingency to account for additional expenses related to the need for portable bathrooms at the Former Milton Country Club TOTAL: PARKS & RECREATION (ACTIVE)125,686 PASSIVE PARKS/GREENSPACE Professional Fees 575 11,802 12,377 Transferring in from Public Works to account for survey work related to the purchase of Birmingham Park land from Fulton County Grounds Repair & Maintenance 31,293 30,600 61,893 Increase to account for authorized vegetation control along the trails at Birmingham Park Property - 7,065 7,065 Transferring in the portion of the budget related to the purchase of land at Birmingham Park (78.5%) from the original budget in the Fire Department TOTAL: PASSIVE PARKS/GREENSPACE 49,467 14 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendment Fiscal Year 2020 GENERAL FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY DEPARTMENT: COMMUNITY DEVELOPMENT Salaries & Wages 947,296 (50,000) 897,296 Reduce the budget to account for savings related to position vacancies Professional Fees 354,455 70,000 424,455 The overall increase is the result of: the transfer of $150,000 from Public Works for construction and land inspection services which has been offset by the reduction of $80,000 resulting from the deferral of the project to review the form based codes for the Crabapple and Deerfield areas ($50,000) as well as the deferral of the review of the Solid Waste Plan ($30,000) TOTAL: COMMUNITY DEVELOPMENT 20,000 DEBT SERVICE Bond Principal 643,000 (643,000) - Bond Interest 534,201 (534,201) - TOTAL: DEBT SERVICE (1,177,201) CONTINGENCY Contingency 264,448 (159,005) 105,443 Transfer the budget to the corresponding departments to account for the following unanticipated expenses: $12,246 in common area maintenance expenses related to the Deerfield lease, $22,672 to replace officers' laptops, $91,587 for higher than anticipated expenses related to the IGA with the City of Alpharetta, and $32,500 to account for higher than anticipated expenses related to the need for portable bathrooms at the Former Milton Country Club TOTAL: CONTINGENCY (159,005) Transferring the budgets for debt service related to revenue bond issuances to the Revenue Bond Fund ($1,159,816) The remaining $17,385 from original debt estimates for issuance made in October to be released to offset other expenses 15 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendment Fiscal Year 2020 GENERAL FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY DEPARTMENT: OTHER FINANCING USES Operating Transfer Out to Capital Projects Fund 4,894,518 82,536 4,977,054 Transferring the budget for obtaining vehicles for the two new officers (approved M&O initiative) to the Capital Projects Fund Operating Transfer Out to Revenue Bond Fund - 1,158,509 1,158,509 Transferring the budgets for debt service related to revenue bond issuances to the Revenue Bond Fund TOTAL: OTHER FINANCING USES 1,241,045 TOTAL EXPENDITURES $ (507,264) Total Revenues Over/(Under) Expenditures (856,195)$ 16 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A FY 2020 Current Budget Requested Amendment Total Amended Budget Revenues 97,000$ (40,400)$ 56,600$ Expenditures 120,688$ -$ 120,688$ Total Revenues Over/(Under) Expenditures (23,688)$ (40,400)$ (64,088)$ Beginning Fund Balance 71,176$ 71,176$ ENDING FUND BALANCE 47,488$ 7,088$ FY 2020 Current Budget Requested Amendment Total Amended Budget Revenues 80,000$ (35,000)$ 45,000$ Expenditures 80,000$ (35,000)$ 45,000$ Total Revenues Over/(Under) Expenditures -$ -$ -$ Beginning Fund Balance -$ -$ ENDING FUND BALANCE -$ -$ FY 2020 Current Budget Requested Amendment Total Amended Budget Revenues 980,000$ 80,000$ 1,060,000$ Expenditures 980,000$ 80,000$ 1,060,000$ Total Revenues Over/(Under) Expenditures -$ -$ -$ Beginning Fund Balance -$ -$ ENDING FUND BALANCE -$ -$ Special Revenue Funds Budget Summaries SPECIAL EVENTS FUND E-911 FUND HOTEL/MOTEL TAX FUND 17 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A SPECIAL EVENTS FUND & HOTEL/MOTEL TAX FUND The Special Events Fund is used to track revenues and expenditures associated with running the City’s special events. The primary revenue source for this fund is an interfund transfer in from the Hotel/Motel Tax Fund. A decrease in tax revenues anticipated as a result of COVID- 19 in the Hotel/Motel Tax Fund also results in a request to decrease the interfund transfer line items between the two funds of $35,000. Revenue anticipation updates to the vendor fees and sponsorships for Crabapple Fest and contributions received from the Gas South Partnership have also been requested. Proposed Budget Amendments Fiscal Year 2020 SPECIAL EVENTS FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: CHARGES FOR SERVICE Crabapple Fest Vendor Fee - 1,100 1,100 TOTAL: CHARGES FOR SERVICE 1,100 CONTRIBUTIONS & DONATIONS Crabapple Fest Sponsor 15,000 (7,500) 7,500 Private Entity Contributions/Gas South Partnership - 1,000 1,000 TOTAL: CONTRIBUTIONS & DONATIONS (6,500) OTHER FINANCING SOURCES Operating Transfers In From Hotel/Motel Tax Fund 80,000 (35,000) 45,000 TOTAL: OTHER FINANCING SOURCES (35,000) TOTAL REVENUES $ (40,400) Total Revenues Over/(Under) Expenditures (40,400)$ Change in revenue recognition 18 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendments Fiscal Year 2020 HOTEL/MOTEL TAX FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: TAXES HOTEL/MOTEL EXCISE TAX 80,000 (35,000) 45,000 TOTAL: INTERGOVERNMENTAL (35,000) TOTAL REVENUES $ (35,000) EXPENDITURES: OPERATING TRANSFERS OUT TO SPECIAL EVENTS FUND 80,000 (35,000) 45,000 Decrease to account for reduction in anticipated revenues in FY 2020 that will be available for transfer to the Special Events Fund TOTAL EXPENDITURES $ (35,000) Total Revenues Over/(Under) Expenditures -$ Change in revenue recognition 19 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A E-911 FUND The City’s E-911 Fund accounts for the revenues and monthly payments related to providing emergency 911 services to the community. Milton currently has an Intergovernmental Agreement with the City of Alpharetta and 100% of all revenue collections are passed on to them to cover Milton’s share of the expenses related to the program. In FY 2020 revenue and corresponding expenditure anticipations are anticipated to increase by $80,000. Proposed Budget Amendments Fiscal Year 2020 E-911 FUND CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: CHARGES FOR SERVICES Public Safety/E-911 Charges 980,000 80,000 1,060,000 Change in revenue recognition TOTAL: CHARGES FOR SERVICES 80,000 TOTAL REVENUES $ 80,000 EXPENDITURES BY DEPARTMENT: Police 980,000 80,000 1,060,000 Increase to account for the additional revenues anticipated for FY 2020 100% of the E-911 revenues received are sent to the City of Alpharetta to cover Milton's share of the E-911 center as outlined in the current IGA between the cities TOTAL: POLICE 80,000 TOTAL EXPENDITURES $ 80,000 Total Revenues Over/(Under) Expenditures -$ 20 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A FY 2020 Current Budget Requested Amendment Total Amended Budget Revenues 5,052,518$ 480,609$ 5,533,127$ Expenditures 13,532,111$ 529,950$ 14,062,061$ Total Revenues Over/(Under) Expenditures (8,479,593)$ (49,340)$ (8,528,934)$ Beginning Fund Balance 8,532,749$ 8,532,749$ ENDING FUND BALANCE 53,155$ 3,815$ FY 2020 Current Budget Requested Amendment Total Amended Budget Revenues 1,927,095$ (57,980)$ 1,869,115$ Expenditures 9,351,206$ (34,085)$ 9,317,120$ Total Revenues Over/(Under) Expenditures (7,424,111)$ (23,895)$ (7,448,005)$ Beginning Fund Balance 7,536,608$ 7,536,608$ ENDING FUND BALANCE 112,497$ 88,602$ FY 2020 Current Budget Requested Amendment Total Amended Budget Revenues 6,500,000$ (807,453)$ 5,692,547$ Expenditures 17,181,402$ -$ 17,181,402$ Total Revenues Over/(Under) Expenditures (10,681,402)$ (807,453)$ (11,488,855)$ Beginning Fund Balance 13,950,834$ 13,950,834$ ENDING FUND BALANCE 3,269,433$ 2,461,980$ Capital Projects Funds Budget Summaries CAPITAL PROJECTS FUND GREENSPACE BOND FUND TSPLOST FUND 21 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A FY 2020 Current Budget Requested Amendment Total Amended Budget Revenues 1,269,359$ 24,054$ 1,293,413$ Expenditures 2,119,725$ 24,147$ 2,143,872$ Total Revenues Over/(Under) Expenditures (850,366)$ (93)$ (850,459)$ Beginning Fund Balance 850,459$ 850,459$ ENDING FUND BALANCE 93$ 0$ FY 2020 Current Budget Requested Amendment Total Amended Budget Revenues 875,500$ (125,000)$ 750,500$ Expenditures 3,782,040$ (27,347)$ 3,754,694$ Total Revenues Over/(Under) Expenditures (2,906,540)$ (97,653)$ (3,004,194)$ Beginning Fund Balance 3,004,194$ 3,004,194$ ENDING FUND BALANCE 97,654$ 0$ FY 2020 Current Budget Requested Amendment Total Amended Budget Revenues 19,106,563$ 9,715,947$ 28,822,510$ Expenditures 17,559,910$ 9,543,039$ 27,102,950$ Total Revenues Over/(Under) Expenditures 1,546,653$ 172,908$ 1,719,560$ Beginning Fund Balance (1,546,653)$ (1,546,653)$ ENDING FUND BALANCE -$ 172,908$ REVENUE BOND FUND Capital Projects Funds Budget Summaries CAPITAL GRANT FUND IMPACT FEES FUND 22 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A CAPITAL PROJECTS FUND The Capital Projects Fund is used to track revenues and expenditures associated with capital construction, acquisition, and maintenance. Appropriations in Capital Projects Fund are on a project-length basis and do not expire until the project is complete. According to the City’s budgetary policies, a major capital project generally is defined as an expenditure that has an expected useful life of more than 3 years with an estimated total cost of $50,000 or more, or an improvement/addition to an existing capital asset. Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: CHARGES FOR SERVICE Landfill Use Fees 48,000 (6,000) 42,000 TOTAL: CHARGES FOR SERVICE (6,000) OTHER FINANCING SOURCES Operating Transfers In From General Fund 4,894,518 82,536 4,977,054 Operating Transfers In From Capital Grant Funding - 169,938 169,938 Operating Transfers In From Impact Fee Fund/Roads - 234,135 234,135 TOTAL: OTHER FINANCING SOURCES 486,609 TOTAL REVENUES 480,609 EXPENDITURES BY PROJECT: Vehicles/Replacement Reserve (PD)226,857 82,536 309,393 Transferring the budget for obtaining vehicles for the two new officers (approved M&O initiative) from the General Fund CAPITAL PROJECTS FUND Change in Revenue Recognition 23 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY PROJECT: Pavement Management 2,244,469 563,032 2,807,502 Amend budget to account for actual revenue received for Infrastructure Maintenance Fees and Landfill Use Fees over budget from FY 2019 $32,247 and projected decrease in revenue expectations for FY 2020 $(6,000); Increase project budget to address the five-year plan to retain a pavement condition index (PCI) of 70 (covered by a transfer in from the Capital Grant Fund $169,938, the recovery of impact fee eligible funds from the Freemanville @ Providence Road intersection improvement project $234,135 and a transfer from contingency of $132,712) Fuel Management System 2,580 4,340 6,920 Transfer from contingency to account for upgrades to the fuel management system for recording fuel delivery and usage Infrastructure/Bell Memorial Park 39,279 17,000 56,279 Increase to account for donations towards the lacrosse wall at Bell Memorial Park Site Improvements/Tree Recompense 109,230 93 109,323 Increase to account for additional revenues received over budget in FY 2019 $93 Contingency 147,450 (137,052) 10,398 Decreased to cover requests that are not covered by interdepartmental transfers ($4,340 to the Fuel Management System account and $132,712 to the Pavement Management account) TOTAL EXPENDITURES 529,950 Total Revenues Over/(Under) Expenditures (49,340)$ CAPITAL PROJECTS FUND 24 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A GREENSPACE BOND FUND This fund was set up to account for the bond proceeds and related purchases approved in the greenspace bond referendum and the corresponding debt service. Budget amendments related to property tax collections and investment income anticipated have been requested. Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: TAXES Real Property - Current Year 1,683,096 14,000 1,697,096 Real Property - Prior Year - 13,100 13,100 Penalties & Interest On Delinquent Taxes - 2,570 2,570 TOTAL: TAXES 29,670 INVESTMENT INCOME Interest (Regions) 200,000 (125,000) 75,000 TOTAL: INVESTMENT INCOME (125,000) MISCELLANEOUS REVENUE Other Miscellaneous Revenue - 37,350 37,350 TOTAL: MISCELLANEOUS REVENUE 37,350 TOTAL REVENUES $ (57,980) GREENSPACE BOND FUND Change in revenue recognition 25 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY PROJECT: Land Conservation 7,637,331 (34,085) 7,603,245 TOTAL EXPENDITURES $ (34,085) Total Revenues Over/(Under) Expenditures (23,895)$ GREENSPACE BOND FUND The overall decrease to the project budget is a result of: recognizing a ctual investment revenue received over budget in FY 2019 $53,565 and a broker rebate on the Freemanville Road property purchase $37,350 offset by anticipated changes in revenue expectectation for investment incvome in FY 2020 $(125,000) 26 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A TSPLOST FUND The TSPLOST Fund has been set up to account for the proceeds of the transportation local option sales tax and the various improvement projects outlined in the program. A budget amendment to recognize an increase in investment income anticipated has been requested. Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: TAXES Transportation Sepcial Purpose Local option Sales Tax 6,300,000 (757,453) 5,542,547 TOTAL: INVESTMENT INCOME (757,453) INVESTMENT INCOME Interest 200,000 (50,000) 150,000 TOTAL: INVESTMENT INCOME (50,000) TOTAL REVENUES $ (807,453) Total Revenues Over/(Under) Expenditures (807,453)$ TSPLOST FUND Change in revenue recognition 27 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A CAPITAL GRANT FUND The Capital Grant Fund is considered to be a capital project fund that accounts for capital grants used to finance major capital projects. City staff have identified new opportunities across multiple grant programs and the corresponding amendments account for the grant funding and expenses as well as the City’s required matches. Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: INTERGOVERNMENTAL State Gov Grant/LMIG Funds 405,528 39,245 444,773 Federal Gov Grant/Smart Communities Challenge 65,191 (15,191) 50,000 TOTAL: INTERGOVERNMENTAL 24,054 TOTAL REVENUES $ 24,054 EXPENDITURES BY PROJECT: Pavement Management 405,528 39,245 444,773 Increase budget to account for actual revenue received over budget in FY 2020 Infrastructure/SR372 (Crabapple @ Birmingham)169,938 (169,938) - Project is complete - release contingency funds to transfer to p avement management in the Capital Projects Fund Park & Trail Expansion 235,993 27,593 263,586 Increase to account for costs related to grade requirements set out in the grant for the trail at Providence Park CAPITAL GRANT FUND Change in revenue recognition/carryover of grant r evenue expectations for ongoing projects 28 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY PROJECT: Professional Fees/Smart Communities Challenge 104,793 (42,691) 62,102 Decrease to account for the in- kind City match which can be addressed through the use of salaries budgeted in the General Fund Operating Transfer Out to Capital Projects Fund - 169,938 169,938 Increase to account for transfer of funds from the completed intersection improvement project SR372 (Crabapple @ Birmingham) to the Pavement Management account in the Capital Projects Fund TOTAL EXPENDITURES $ 24,147 Total Revenues Over/(Under) Expenditures (93)$ CAPITAL GRANT FUND 29 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A IMPACT FEE FUND The Impact Fee Fund accounts for revenues and expenditures related to the City’s impact fee program as approved in October 2015. Impact fees across all categories are coming in lower than anticipated and a reduction in the revenue lines and related expenditure lines for each project is being requested. Additionally, a transfer out to the Capital Projects Fund of impact fees to cover eligible expenses for the intersection improvement project at Freemanville @ Providence is being requested. Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: CHARGES FOR SERVICES Impact Fees/Admin Fund 30,000 (8,000) 22,000 Impact Fees/Law Enforcement Fund 13,000 (3,000) 10,000 Impact Fees/Fire Fund 72,500 (17,000) 55,500 Impact Fees/Road Fund 110,000 (41,000) 69,000 Impact Fees/Park Fund 650,000 (56,000) 594,000 TOTAL: CHARGES FOR SERVICES (125,000) TOTAL REVENUES $ (125,000) IMPACT FEES FUND Change in revenue recognition 30 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT EXPENDITURES BY PROJECT: SR9 Court/Fire/Police Complex 73,437 (3,424) 70,012 Site Improvements/Station 42 Replacement 319,372 (10,240) 309,132 Trails/Park & Trail Expansion 3,063,327 22,756 3,086,084 Professional Fees 59,195 (3,865) 55,330 Infrastructure/Freemanville @ Providence 152,967 (152,967) - Infrastructure/Bethany @ Providence 113,742 (113,742) - Operating Transfer Out to Capital Projects/Road - 234,135 234,135 TOTAL EXPENDITURES $ (27,347) Total Revenues Over/(Under) Expenditures (97,653)$ IMPACT FEES FUND Adjustments to account for FY 2019 actuals over budget and updated projections for FY 2020 Transferring the budget for impact fee eligible expenses on the Freemanville @ Providence intersection improvement project that were booked in the Capital Projects Fund 31 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A REVENUE BOND FUND The Revenue Bond Fund accounts for revenues and expenditures related to the City’s revenue bond issuances. The following requests account for proceeds collected in FY 2020 and corresponding debt service expenses including the refunding of the 2014 bond series into the newly issued 2019 bond series. Proposed Budget Amendments Fiscal Year 2020 CURRENT BUDGET BUDGET AMENDMENT REVISED BUDGET REASON FOR AMENDMENT REVENUES BY SOURCE: INVESTMENT INCOME Interest - 170,338 170,338 TOTAL: INVESTMENT INCOME 170,338 OTHER FINANCING SOURCES Operating Transfers In From General Fund - 1,158,509 1,158,509 Revenue Bond Proceeds 19,106,563 8,387,100 27,493,663 TOTAL: OTHER FINANCING SOURCES 9,545,609 TOTAL REVENUES $ 9,715,947 EXPENDITURES BY PROJECT: Bond Principal - 8,511,627 8,511,627 Bond Interest - 528,509 528,509 Fiscal Agent's Fees - 114,971 114,971 Issuance Costs - 387,932 387,932 TOTAL EXPENDITURES $ 9,543,039 Total Revenues Over/(Under) Expenditures 172,908$ REVENUE BOND FUND Change in revenue recognition Adjustments to account for allocation of bond proceeds and transferring the debt service on the C ity's revenue bonds to the Revenue Bond Fund 32 of 32 DocuSign Envelope ID: 667BC3E0-11B2-4142-BC4F-55B42C08151A CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 26, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of Amendments to Chapter 32 of the Milton City Code, to Prohibit the Use of Vaping Products on City-Owned Property. MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: F17AE35C-4957-426E-A476-C371C0138429 X X X June 1, 2020 X To: Honorable Mayor and City Council Members From: Jim Cregge, Parks and Recreation Director Date: Submitted on April 30, 2020 for First Presentation on May 18 2020 Regular Council Meeting and Unfinished Business on June 1, 2020 Regular Council Meeting Agenda Item: Consideration of Amendments to Chapter 32 of the Milton City Code, to Prohibit the Use of Vaping Products on City- Owned Property. ____________________________________________________________________________ Department Recommendation: Staff is recommending the Adoption of the Proposed Changes to Chapter 32 of The Milton City Code. Executive Summary: Staff is proposing changes to Chapter 32 of the Milton City Code. The proposed change is to define all forms of tobacco consumption, smoked, smokeless and vaping and to prohibit the use of all forms of tobacco consumption at all City owned facilities as part of Chapter 32 – Offenses and Miscellaneous Provisions. Funding and Fiscal Impact: The adoption of this proposed change will not have any financial impact on the City. Alternatives: If this proposed change is not accepted, then the existing no smoking ordinance in Chapter 34 will prevail. DocuSign Envelope ID: 8277FCB5-D4A9-4B96-A489-4EBD9C844CF4 Legal Review: Sam VanVolkenburgh – Jarrard & Davis, March 19, 2020. Concurrent Review: Steven Krokoff, City Manager Attachment(s): 1) Proposed Changes to Chapter 32 of the Milton City Code DocuSign Envelope ID: 8277FCB5-D4A9-4B96-A489-4EBD9C844CF4 1 ORDINANCE NO. STATE OF GEORGIA COUNTY OF FULTON AN ORDINANCE TO PROHIBIT TOBACCO PRODUCTS AND VAPOR PRODUCTS ON CITY PROPERTY AND DELETE DUPLICATE ORDINANCES RELATED TO SPECIAL EVENTS The Council of the City of Milton hereby ordains, while in regularly called Council meeting on the _______ day of _______, 2020 at 6:00 p.m., as follows: WHEREAS, pursuant to Section 1.12 of the City Charter, the City is authorized to control its property and regulate practices detrimental to the health and safety of the public; and, WHEREAS, the City Council has determined that it is in the public interest to regulate the use of tobacco products, and vapor products on City property; and, WHEREAS, the City Council has separately determined that certain ordinance language relating to special events in City parks is duplicative of language elsewhere in the Milton Code, and desires to delete the duplicative text; NOW THEREFORE: 1. Chapter 32, Article 2, Division 5, Section 32-113 of The Code of Ordinances of the City of Milton, Georgia, is hereby deleted and replaced with the text shown in the attached Exhibit A. ORDAINED this _________ day of ______________, 2020. Approved: _______________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie Gordon, City Clerk (Seal) 2 EXHIBIT A Section 32-113 Prohibition on the use of tobacco products or vapor products on City-owned property. (a) Definitions – The following words as used in this section shall have the following prescribed meanings: 1) Tobacco product is defined as cigars, cigarettes, little cigars, loose tobacco, smokeless tobacco (chewing tobacco and dry and moist snuff, including snus), or any other product derived from tobacco or any of its derivates. 2) Use is defined as inhaling, exhaling, burning or carrying a lighted combustible product, producing vapor from a vapor product, chewing, sniffing, ingesting or otherwise consuming a product. 3) Vapor product is defined as any noncombustible product that employs a heating element, power source, electronic circuit, or other electronic, chemical, or mechanical means, regardless of shape or size that can be used to produce vapor from nicotine or any other substance intended for inhalation, in a solution or any other form. It includes any electronic cigarette, electronic cigar, electronic cigarillo, electronic pipe, or similar product or device and any vapor cartridge or other container of a solution or other form that is intended to be used with or in an electronic device. (b) It shall be unlawful for any person to use any tobacco product or vapor product on any City-owned property, other than in designated areas, if any. (c) Any person who is convicted of violating this section shall be punished in a manner consistent with general penalty section 1-5 of the City Code of Ordinances. 3 CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 26, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of Amendments to Chapter 34 of the Milton City Code, to Prohibit the Use of Vaping Products in City Parks and to Eliminate Article 3: Special Events. MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 9D86D90A-EEF6-4F88-9D18-5AD03BF34C63 X X June 1, 2020 X X To: Honorable Mayor and City Council Members From: Jim Cregge, Parks and Recreation Director Date: Submitted on April 30, 2020 for First Presentation on May 18, 2020 Regular Council Meeting and Unfinished Business on June 1, 2020 Regular Council Meeting Agenda Item: Consideration of Amendments to Chapter 34 of the Milton City Code, to Prohibit the Use of Vaping Products in City Parks and to Eliminate Article 3: Special Events ______________________________________________________________________________ Department Recommendation: Staff is recommending the Adoption of the Proposed Changes to Chapter 34 of The Milton City Code. Executive Summary: Staff is proposing two changes to Chapter 34 of the Milton City Code. The first proposed change is to refer to all forms of tobacco consumption, smoked, smokeless and vaping and to prohibit the use of all forms of tobacco consumption at all City parks as is defined in Chapter 32 – Offenses and Miscellaneous Provisions. The second change is to eliminate entirely Article 3: Special Events as this is defined in Chapter 64 under the City Zoning ordinances Funding and Fiscal Impact: The adoption of these proposed changes will not have any financial impact on the City. Alternatives: DocuSign Envelope ID: 77DD20F8-BE53-44FD-B0CC-5806B747E67B If these proposed changes are not accepted, then the existing no smoking ordinance in Chapter 34 will prevail. Legal Review: Sam VanVolkenburgh – Jarrard & Davis, March 19, 2020. Concurrent Review: Steven Krokoff, City Manager Attachment(s): 1) Proposed Changes to Chapter 34 of the Milton City Code DocuSign Envelope ID: 77DD20F8-BE53-44FD-B0CC-5806B747E67B 1 ORDINANCE NO. STATE OF GEORGIA COUNTY OF FULTON AN ORDINANCE TO PROHIBIT TOBACCO PRODUCTS AND VAPOR PRODUCTS ON CITY PROPERTY AND DELETE DUPLICATE ORDINANCES RELATED TO SPECIAL EVENTS The Council of the City of Milton hereby ordains, while in regularly called Council meeting on the _______ day of _______, 2020 at 6:00 p.m., as follows: WHEREAS, pursuant to Section 1.12 of the City Charter, the City is authorized to control its property and regulate practices detrimental to the health and safety of the public; and, WHEREAS, the City Council has determined that it is in the public interest to regulate the use of tobacco products, and vapor products on City property; and, WHEREAS, the City Council has separately determined that certain ordinance language relating to special events in City parks is duplicative of language elsewhere in the Milton Code, and desires to delete the duplicative text; NOW THEREFORE: 1. Chapter 34, Article 2, Section 32-22, Subsection (n) of The Code of Ordinances of the City of Milton, Georgia, is hereby deleted and replaced with the text show in the attached Exhibit B. 2. Chapter 34, Article 3 of The Code of Ordinances of the City of Milton, Georgia, is hereby deleted. ORDAINED this _________ day of ______________, 2020. Approved: _______________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie Gordon, City Clerk (Seal) 2 EXHIBIT A Section 32-113 Prohibition on the use of tobacco products or vapor products on City-owned property. (a) Definitions – The following words as used in this section shall have the following prescribed meanings: 1) Tobacco product is defined as cigars, cigarettes, little cigars, loose tobacco, smokeless tobacco (chewing tobacco and dry and moist snuff, including snus), or any other product derived from tobacco or any of its derivates. 2) Use is defined as inhaling, exhaling, burning or carrying a lighted combustible product, producing vapor from a vapor product, chewing, sniffing, ingesting or otherwise consuming a product. 3) Vapor product is defined as any noncombustible product that employs a heating element, power source, electronic circuit, or other electronic, chemical, or mechanical means, regardless of shape or size that can be used to produce vapor from nicotine or any other substance intended for inhalation, in a solution or any other form. It includes any electronic cigarette, electronic cigar, electronic cigarillo, electronic pipe, or similar product or device and any vapor cartridge or other container of a solution or other form that is intended to be used with or in an electronic device. (b) It shall be unlawful for any person to use any tobacco product or vapor product on any City-owned property, other than in designated areas, if any. (c) Any person who is convicted of violating this section shall be punished in a manner consistent with general penalty section 1-5 of the City Code of Ordinances. 3 EXHIBIT B Section 34-22. – Prohibited Acts (n) Use of Tobacco Products and Vapor Products. It shall be unlawful for any person to use any tobacco product or vapor product (each as defined in Chapter 32, Article 2, Division 5, Section 32-113 of the Milton Code) in any municipal public park, other than in designated areas, if any. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 26, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of an Ordinance Authorizing the Conditional Operation of Personal Transportation Vehicles on Designated City Streets. MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 337A6767-5D63-494A-ABCE-941A73A1F45F X June 1, 2020 X X X To: Honorable Mayor and City Council Members From: Rich Austin, Chief of Police Date: Submitted on May 11, 2020 for the May 18, 2020 Regular City Council Meeting and Unfinished Business on June 1, 2020 Regular City Council Meeting Agenda Item: An Ordinance Authorizing the Conditional Operation of Personal Transportation Vehicles on Designated City Streets _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: Georgia law, at O.C.G.A. § 40-6-331 provides authority for cities to designate, by ordinance, certain streets or portions thereof under its regulation and control for Personal Transportation Vehicle (PTV) operation and use and authorizes cities to establish the conditions under which PTVs may be operated upon such streets, subject to state law minimum standards and requirements. The attached Ordinance is drafted in accordance with and incorporates these minimum state standards. A few key points: • PTVs must have certain equipment • PTV operators must be properly licensed to operate vehicles on the roadway • PTV operation is limited to City streets with a maximum speed limit of 25 mph • PTV operations on City streets remain subject to all applicable traffic laws The Ordinance, if approved by the City Council, would authorize the conditional operation of PTVs on designated City streets. As drafted, the proposed Ordinance would amend the City’s Code to add a new Article V to be titled “Personal Transportation Vehicles” under Chapter 56 (Traffic and Vehicles). Pursuant to O.C.G.A. § 40-6-368, City streets designated with a maximum speed limit of 25 mph have been determined by a qualified traffic engineer to accommodate PTVs without adversely impacting traffic safety or the travel needs of commuters and other users. Funding and Fiscal Impact: None. DocuSign Envelope ID: 9610ED6B-D7C1-4689-A798-796E8D1A936B Page 2 of 2 Alternatives: The City Council has the discretion to decide whether or not to allow the operation of Personal Transportation Vehicles (PTVs) on City streets, subject to the requirements and limitations of state law. Legal Review: Jeff Strickland, Jarrard and Davis, Concurrent Review: Steve Krokoff, City Manager Attachment(s): Proposed Ordinance and Code amendment language. DocuSign Envelope ID: 9610ED6B-D7C1-4689-A798-796E8D1A936B 1 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON AN ORDINANCE AUTHORIZING THE CONDITIONAL OPERATION OF PERSONAL TRANSPORTATION VEHICLES ON DESIGNATED CITY STREETS WHEREAS, pursuant to its Charter and other laws of the State of Georgia, the City of Milton, Georgia, has the power to adopt reasonable ordinances, resolutions and regulations for the protection and preservation of the public health, safety and welfare of its citizens; and WHEREAS, pursuant to O.C.G.A. § 40-6-331(a), the City is authorized to designate, by ordinance, certain public streets or portions thereof that are under its regulation and control for the combined use of personal transportation vehicles (“PTVs”) and regular vehicular traffic and establish the conditions under which PTVs may be operated upon such streets or portions thereof, including without limitation the conditions under which a person may operate PTVs on such designated streets or portions thereof; and WHEREAS, pursuant to O.C.G.A. § 40-6-368, joint use of City streets by personal transportation vehicles and regular vehicular traffic must be limited to streets with a speed limit of 25 miles per hour or less and only on streets that have been determined by a qualified traffic engineer to accommodate personal transportation vehicles without adversely impacting traffic safety or the travel needs of commuters and other users; and WHEREAS, pursuant to O.C.G.A. § 40-6-331(c), the City shall erect signs on every highway which comprises a part of the state highway system at that point on the highway which intersects the corporate limits of the City and this Ordinance shall not be effective unless and until such signs are properly posted; and WHEREAS, in the interests of the health, safety, and general welfare of the citizens of the City, the Mayor and Council desire to exercise their authority to adopt an ordinance authorizing the conditional operation of PTVs on designated City streets; and WHEREAS, appropriate notice and hearing on the ordinance contained herein have been carried out according to general and local law. NOW THEREFORE, the Council of the City of Milton hereby ordains, while in a regularly called council meeting on June 1, 2020, at 6:00 p.m., as follows: SECTION 1. The Code of Ordinances of the City of Milton, Georgia, is hereby amended to add a new Article V to be titled “Personal Transportation Vehicles” under Chapter 56 (Traffic and Vehicles) as provided in Exhibit A attached hereto and incorporated herein by this reference. 2 SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are hereby repealed. SECTION 3. In accordance with O.C.G.A. § 40-6-331(c), signs shall be erected on every highway which comprises a part of the state highway system at that point on the highway which intersects the corporate limits of the City. Such signs shall be at least 24 by 30 inches in area and shall warn approaching motorists that PTVs are authorized for use on designated City streets. All costs associated with such signs shall be funded entirely by the City. SECTION 4. This Ordinance shall become effective immediately once the required signage has been properly posted. SO ORDAINED this the 1st day of June 2020. ____________________________________ Joe Lockwood, Mayor Attest: ______________________________ Sudie AM Gordon, City Clerk EXHIBIT A THE CODE OF ORDINANCES OF THE CITY OF MILTON, GEORGIA Chapter 56 – TRAFFIC AND VEHICLES ARTICLE V. – PERSONAL TRANSPORTATION VEHICLES Sec. 56-91. – Definitions. As used in this Article, the following terms and phrases shall have the meaning indicated unless otherwise specifically provided: City. The term “city” means the City of Milton, a Georgia municipal corporation. Highway. The term “highway” or “street” means the entire width between the boundary lines of every way publicly maintained when any part thereof is open to the use of the public for purposes of vehicular travel. License or license to operate a motor vehicle. The term “license” or “license to operate a motor vehicle” means any driver’s license or any other license or permit to operate a motor vehicle issued under, or granted by, the laws of this state, including: (A) Any temporary license or instruction permit; (B) The privilege of any person to drive a motor vehicle whether or not such person holds a valid license; and (C) Any privilege conferred upon a person who is not a resident of this state by the laws of this state pertaining to the operation by such person of a motor vehicle or the use of a vehicle owned by such person in this state. Motor vehicle. The term “motor vehicle” means every vehicle which is self-propelled other than an electric assisted bicycle or an electric personal assistive mobility device (EPAMD) (as defined in O.C.G.A. § 40-1-1(15.3) and (15.4)). Personal transportation vehicle or PTV. The term “personal transportation vehicle” or “PTV” means any motor vehicle: (A) With a minimum of four wheels; (B) Capable of a maximum level ground speed of less than 20 miles per hour; (C) With a maximum gross vehicle unladen or empty weight of 1,375 pounds; and 4 (D) Capable of transporting not more than eight persons. The term does not include mobility aids, including electric personal assistive mobility devices, power wheelchairs, and scooters, that can be used indoors and outdoors for the express purpose of enabling mobility for a person with a disability. The term also does not include any all-terrain vehicle or multipurpose off-highway vehicle (as defined in O.C.G.A. § 40-1-1(3) and (33.1)). Street. The term “street” or “highway” means the entire width between the boundary lines of every way publicly maintained when any part thereof is open to the use of the public for purposes of vehicular travel. Vehicle. The term “vehicle” means every device in, upon, or by which any person or property is or may be transported or drawn upon a highway, excepting devices used exclusively upon stationary rails or tracks. Sec. 56-92. – Conditional Operation Allowed. Subject to the terms and conditions of this Article, and in accordance with state law, including but not limited to the Official Code of Georgia, Title 40 (Motor Vehicles and Traffic), Chapter 6 (Uniform Rules of the Road), Article 13 (Special Provisions for Certain Vehicles), Part 3 (Personal Transportation Vehicles) and Part 6 (Vehicle Transportation Plan), the operation of personal transportation vehicles shall be allowed. Sec. 56-93. – Designated Streets Approved for PTV Operation. Personal transportation vehicles shall only be operated on streets that meet all of the following criteria: (a) Are under the regulation and control of the city; (b) Have a speed limit of 25 miles per hour or less; and (c) Have been determined by a qualified traffic engineer to accommodate personal transportation vehicles without adversely impacting traffic safety or the travel needs of commuters and other users. Sec. 56-94. – Minimum PTV Equipment Requirements. All personal transportation vehicles shall be equipped with: (a) A braking system sufficient for the weight and passenger capacity of the vehicle, including a parking brake; (b) A reverse warning device functional at all times when the directional control is in the reverse position; 5 (c) A main power switch. When the switch is in the “off” position, or the key or other device that activates the switch is removed, the motive power circuit shall be inoperative. If the switch uses a key, it shall be removable only in the “off” position; (d) Head lamps; (e) Reflex reflectors; (f) Tail lamps; (g) A horn; (h) A review mirror; (i) Safety warning labels; and (j) Hip restraints and hand holds or a combination thereof. Sec. 56-95. – PTV Operators. An operator of a personal transportation vehicle shall possess a valid driver’s license and shall comply with the financial responsibility requirements for passenger vehicle operators when operating a personal transportation vehicle on any public street. Sec. 56-96. – Use of Lanes. (a) All personal transportation vehicles authorized by this Article are entitled to full use of a lane, and no motor vehicle shall be driven in such manner as to deprive a personal transportation vehicle of the full use of a lane. (b) The operator of a personal transportation vehicle shall not overtake and pass in the same lane occupied by the vehicle being overtaken. (c) No person shall operate a personal transportation vehicle between lanes of traffic or between adjacent lines or rows of vehicles. (d) Personal transportation vehicles shall not be operated two or more abreast in a single lane. Sec. 56-97. – Street or Highway Crossings. (a) State Highways. Personal transportation vehicles may cross streets and highways that are part of the state highway system only at crossings or intersections designated for 6 that purpose and which are constructed as an active grade crossing in accordance with the Manual on Uniform Traffic Control Devices. PTV crossings shall be indicated by warning sign W11-11 of the Standard Highway Signs and be clearly visible in both directions by vehicles traversing the highway which is being crossed or intersected by PTVs. (b) City Streets. Personal transportation vehicles may cross city streets only at crossings or intersections designated for that purpose. (c) Crosswalks. No operator of a personal transportation vehicle shall use a pedestrian crosswalk to cross any street or highway, unless such crosswalk is marked and/or designated by the city as approved for PTV use. Sec. 56-98. – Signage Requirements. Signs shall be erected on every highway which comprises a part of the state highway system at that point on the highway which intersects the corporate limits of the city. Such signs shall be at least 24 by 30 inches in area and shall warn approaching motorists that personal transportation vehicles are authorized for use on designated city streets. Sec. 56-99. – Operation of PTVs on Private Property Not Effected. This Article shall not apply to the operation of personal transportation vehicles on private roads or drives except with the consent of the landowner. Sec. 56-100. – Enforcement. Any person operating a personal transportation vehicle in violation of any requirement under this Chapter, including but not limited to this Article, shall be guilty of an infraction, enforceable by the police department in accordance with section 56-21, and punishable by a fine as established by law. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of RZ20-01 – Definitions Regarding Chapter 64 Zoning of the Code of the City of Milton, Georgia MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: A3936136-BAC4-4E8F-ADD6-D84832E89E6B X X X X June 1, 2020 To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 22, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of RZ20-01 – Definitions Regarding Chapter 64 Zoning of the Code of the City of Milton, Georgia. _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: As part of the Chapter 4 – Alcoholic Beverages rewrite, we are recommending text amendments to Chapter 64 – Zoning to allow usage of the licenses/permits that are available through Chapter 4. These amendments were unanimously approved at the January 29, 2020 Planning Commission meeting. • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – First Presentation RZ20-01 Sec. 64-1 Definitions RZ20-02 Sec. 64-395 Uses Prohibited in All Districts RZ20-03 Sec. 64-752 (1) Mixed Use District Permitted Uses DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 RZ20-04 Sec. 64-775 (1) Permitted Uses in C-1 Community Business District Sec. 64-755 (2) Accessory Uses in C-1 Community Business District RZ20-05 Sec. 64-798 (1) Permitted Uses in C-2 Community Business District Sec. 64-798 (2) Accessory Uses in C-2 Community Business District RZ20-06 Sec. 64-895 (1) Permitted Uses in Community Unit Plan (CUP) District Sec. 64-895 (2) Accessory Uses in Community Unit Plan (CUP) District RZ20-07 Sec. 64-1121 Allowed Use Chart RZ20-08 Sec. 64-Article XIX Crabapple Form Based Code Table 9 Article 6-1 Definitions RZ20-09 Sec. 64-Article XX Deerfield Form Based Code Table 10 Article 6-1 Definitions Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Sam VanVolkenburgh, Jarrard & Davis – January 29, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): RZ20-01 Text Amendments DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-01 Page 1 of 4 AN ORDINANCE TO AMEND SEC. 64-1 OF CHAPTER 64 ZONING ORDINANCE – DEFINITIONS BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Sec. 64-1, provide for additional definitions as they relate to Chapter 4 (Alcohol) of the City Code within the City of Milton Zoning Ordinance is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-01 Page 2 of 4 RZ20-01 Sec. 64-1. Definitions. Bar shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Brewery means a domestic manufacturing facility for malt beverages that is licensed by the state. Brewpub means an accessory use to a permitted restaurant where distilled spirits, malt beverages or wines are licensed to be sold and where beer or malt beverages are manufactured or brewed for consumption on the premises and solely in draft form. Brewpub means any restaurant that also qualifies as an eating establishment in which beer, wine and/or distilled spirits are licensed to be sold for consumption on the premises and beer or malt beverages are manufactured or brewed, subject to the barrel production limitation prescribed in O.C.G.A. § 3-5-36 for retail consumption in draft form on the premises. City Food Market shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Courtyard Market shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Craft Beer and/or Wine Market shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Distillery shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Draft Form is beer served from a cask or pressurized keg rather than from a bottle or can. Eating Establishment shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Farm Winery shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Food Hall Café shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-01 Page 3 of 4 Growler Shop shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Micro-Brewery shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Micro-Distillery shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Nightclub shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Off-Premise Beer/Wine Retailer or Store means any person or entity that sells or provides to the public unbroken packages or growlers, only to consumers and not for resell. Off-Premise Distilled Spirits Retailer or Store means any person or entity that sells or provides to the public distilled spirits and malt beverages and/or wine in unbroken packages, not for consumption on the premises; and which derives from such retail sale of alcoholic beverages in unbroken packages at least 75 percent of its total annual gross sales from the sale of a combination of distilled spirits, malt beverages, and wine. On-Premise Consumption Retailer or Store means any person or entity that sells or provides to the public alcoholic beverages for consumption on the premises, only to consumers and not for resale. Private Club shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Restaurant, fast food, means a food service establishment which sells food from a counter or window for consumption on-premises or off-premises. Tables may be provided, and food may be served at a table, but may not be ordered from a table. Restaurant means any public place kept, used, maintained, advertised and held out to the public as a place where meals are served and where meals are actually and regularly served to patrons, without sleeping accommodations, such place being provided with an adequate and sanitary full service kitchen and dining room equipment, having employed therein a sufficient number and kind of employees to prepare, cook and serve suitable food for its patrons. At least one meal per day shall be served at least six days per week, with the exception of holidays, vacations and periods of redecorating, and the serving of those meals shall be a principal portion of the business conducted, with the serving of alcoholic beverages as only incidental thereto. The restaurant seating area must be at least 40 percent of the gross square footage of the restaurant facility. Seating space located outside of the main structure (i.e. patios, decks, etc.) shall not be included in calculating seating space. The term “restaurant” includes cafeteria. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-01 Page 4 of 4 Specialty Shop shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Sports Club shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. Tasting Room shall have the same definition as set forth in Chapter 4 of the Milton Code of Ordinances. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of RZ20-02 Sec. 64-395, Uses Prohibited in All Districts MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 77791A52-68C3-4EBE-A47C-B43C0656ADF3 X X June 1, 2020 X X . To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 26, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of RZ20-02 Sec. 64-395, Uses Prohibited in all Districts _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: As part of the Chapter 4 – Alcoholic Beverages rewrite, we are recommending text amendments to Chapter 64 – Zoning to allow usage of the licenses/permits that are available through Chapter 4. These amendments were unanimously approved at the January 29, 2020 Planning Commission meeting. • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – First Presentation RZ20-01 Sec. 64-1 Definitions RZ20-02 Sec. 64-395 Uses Prohibited in All Districts RZ20-03 Sec. 64-752 (1) Mixed Use District Permitted Uses DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 RZ20-04 Sec. 64-775 (1) Permitted Uses in C-1 Community Business District Sec. 64-755 (2) Accessory Uses in C-1 Community Business District RZ20-05 Sec. 64-798 (1) Permitted Uses in C-2 Community Business District Sec. 64-798 (2) Accessory Uses in C-2 Community Business District RZ20-06 Sec. 64-895 (1) Permitted Uses in Community Unit Plan (CUP) District Sec. 64-895 (2) Accessory Uses in Community Unit Plan (CUP) District RZ20-07 Sec. 64-1121 Allowed Use Chart RZ20-08 Sec. 64-Article XIX Crabapple Form Based Code Table 9 Article 6-1 Definitions RZ20-09 Sec. 64-Article XX Deerfield Form Based Code Table 10 Article 6-1 Definitions Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Sam VanVolkenburgh, Jarrard & Davis – January 29, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): RZ20-02 Text Amendments DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-02 Page 1 of 2 AN ORDINANCE TO AMEND SEC. 64-395 OF THE ZONING ORDINANCE (CHAPTER 64 OF THE CITY CODE) – USES PROHIBITED IN ALL DISTRICTS BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Sec. 64-395, to add “bars and night clubs” as prohibited uses hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-02 Page 2 of 2 RZ20-02 Sec. 64-395. - Uses prohibited in all zoning districts. In all zoning districts the following uses are considered objectionable and are prohibited: bars and nightclubs, fortune telling establishment, massage parlor, pool hall, escort and dating services, vape shops, and tattoo and body art or piercing establishment. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of RZ20-03 Sec. 64-752(1), Mixed Use District Permitted Uses MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 2E9A8518-797E-494A-873D-26F1F45F2326 X June 1 ,2020 X X X To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 27, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of RZ20-03 Sec. 64-752(1), Mixed Use District Permitted Uses _____________________________________________________________________________________ Department Recommendation: Approval Executive Summary: As part of the Chapter 4 – Alcoholic Beverages rewrite, we are recommending text amendments to Chapter 64 – Zoning to allow usage of the licenses/permits that are available through Chapter 4. These amendments were unanimously approved at the January 29, 2020 Planning Commission meeting. • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – First Presentation RZ20-01 Sec. 64-1 Definitions RZ20-02 Sec. 64-395 Uses Prohibited in All Districts RZ20-03 Sec. 64-752 (1) Mixed Use District Permitted Uses RZ20-04 DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 Sec. 64-775 (1) Permitted Uses in C-1 Community Business District Sec. 64-755 (2) Accessory Uses in C-1 Community Business District RZ20-05 Sec. 64-798 (1) Permitted Uses in C-2 Community Business District Sec. 64-798 (2) Accessory Uses in C-2 Community Business District RZ20-06 Sec. 64-895 (1) Permitted Uses in Community Unit Plan (CUP) District Sec. 64-895 (2) Accessory Uses in Community Unit Plan (CUP) District RZ20-07 Sec. 64-1121 Allowed Use Chart RZ20-08 Sec. 64-Article XIX Crabapple Form Based Code Table 9 Article 6-1 Definitions RZ20-09 Sec. 64-Article XX Deerfield Form Based Code Table 10 Article 6-1 Definitions Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Sam VanVolkenburgh, Jarrard & Davis – January 29, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): RZ20-03 Text Amendments DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-03 Page 1 of 2 AN ORDINANCE TO AMEND SEC. 64-752 (1) OF THE ZONING ORDINANCE (CHAPTER 64 OF THE CITY CODE) – MIXED USE DISTRICT PERMITTED USES BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Sec. 64-752 (1), to include event facilities and uses permitted in Chapter 4 (Alcohol) as permitted uses is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-03 Page 2 of 2 RZ20-03 Sec. 64-752. - Use regulations. (1) Permitted uses. Structures and land may be used for the following purposes: i Assembly hall or event facility k All uses licensed and/or permitted under Chapter 4. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of RZ20-04 Sec. 64-775(1), Sec. 64-775(2), Permitted and Accessory Uses in C-1 (Community Business) District MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 2C4CDDE5-738D-4081-889E-F39CBFFB6292 X X X X June 1, 2020 To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 26, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of RZ20-04 Sec. 64-775(1), Sec. 64-775(2), Permitted and Accessory Uses in C-1 (Community Business) District _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: As part of the Chapter 4 – Alcoholic Beverages rewrite, we are recommending text amendments to Chapter 64 – Zoning to allow usage of the licenses/permits that are available through Chapter 4. These amendments were unanimously approved at the January 29, 2020 Planning Commission meeting. • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – First Presentation RZ20-01 Sec. 64-1 Definitions RZ20-02 Sec. 64-395 Uses Prohibited in All Districts RZ20-03 Sec. 64-752 (1) Mixed Use District Permitted Uses RZ20-04 DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 Sec. 64-775 (1) Permitted Uses in C-1 Community Business District Sec. 64-755 (2) Accessory Uses in C-1 Community Business District RZ20-05 Sec. 64-798 (1) Permitted Uses in C-2 Community Business District Sec. 64-798 (2) Accessory Uses in C-2 Community Business District RZ20-06 Sec. 64-895 (1) Permitted Uses in Community Unit Plan (CUP) District Sec. 64-895 (2) Accessory Uses in Community Unit Plan (CUP) District RZ20-07 Sec. 64-1121 Allowed Use Chart RZ20-08 Sec. 64-Article XIX Crabapple Form Based Code Table 9 Article 6-1 Definitions RZ20-09 Sec. 64-Article XX Deerfield Form Based Code Table 10 Article 6-1 Definitions Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Sam VanVolkenburgh, Jarrard & Davis – January 29, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): RZ20-04 Text Amendments DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-04 Page 1 of 2 AN ORDINANCE TO AMEND SEC. 64-775 (1) AND 64-775 (2) OF THE ZONING ORDINANCE (CHAPTER 64 OF THE CITY CODE) – C-1 (COMMUNITY BUSINESS) DISTRICT PERMITTED USES BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Sec. 64-775 (1) and 64-775 (2), to include event facilities and uses permitted in Chapter 4 (Alcohol) as permitted uses is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-04 Page 2 of 2 RZ20-04 Sec. 64-775. (1), Sec. 64-775 (2), Permitted and Accessory Uses in C-1 (Community Business) District (1) Permitted uses. Structures and land may be used for only the following purposes: c. Assembly hall or event facility ss. All uses licensed and/or permitted under Chapter 4. (2) Accessory uses. Structures and land may be used for uses customarily incidental to any permitted use and a dwelling may be used for a home occupation. Automobile and/or moving truck rental may be used in accessory to a permitted use. All uses licensed and/or permitted under Chapter 4 are permitted accessory uses. Not more than 45 percent of the floor area of a building or land may be devoted to storage incidental to primary uses. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of RZ20-05 Sec. 64-798(1), Sec. 64-798(2) Permitted and Accessory Uses in C-2 (Community Business) District MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 893CC372-B2A7-493E-A865-E551E1308D1F X X X X June 1, 2020 To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 26, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of RZ20-05 Sec. 64-798(1), Sec. 64-798(2) Permitted and Accessory Uses in C-2 (Community Business) District _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: As part of the Chapter 4 – Alcoholic Beverages rewrite, we are recommending text amendments to Chapter 64 – Zoning to allow usage of the licenses/permits that are available through Chapter 4. These amendments were unanimously approved at the January 29, 2020 Planning Commission meeting. • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – First Presentation RZ20-01 Sec. 64-1 Definitions RZ20-02 Sec. 64-395 Uses Prohibited in All Districts RZ20-03 Sec. 64-752 (1) Mixed Use District Permitted Uses DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 RZ20-04 Sec. 64-775 (1) Permitted Uses in C-1 Community Business District Sec. 64-755 (2) Accessory Uses in C-1 Community Business District RZ20-05 Sec. 64-798 (1) Permitted Uses in C-2 Community Business District Sec. 64-798 (2) Accessory Uses in C-2 Community Business District RZ20-06 Sec. 64-895 (1) Permitted Uses in Community Unit Plan (CUP) District Sec. 64-895 (2) Accessory Uses in Community Unit Plan (CUP) District RZ20-07 Sec. 64-1121 Allowed Use Chart RZ20-08 Sec. 64-Article XIX Crabapple Form Based Code Table 9 Article 6-1 Definitions RZ20-09 Sec. 64-Article XX Deerfield Form Based Code Table 10 Article 6-1 Definitions Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Sam VanVolkenburgh, Jarrard & Davis – January 29, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): RZ20-05 Text Amendments DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-05 Page 1 of 2 AN ORDINANCE TO AMEND SEC. 64-798 (1) AND 64-798 (2) OF THE ZONING ORDINANCE (CHAPTER 64 OF THE CITY CODE) – C-2 (COMMUNITY BUSINESS) DISTRICT PERMITTED USES BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Sec. 64-798 (1) and 64-798 (2), to include uses permitted in Chapter 4 (Alcohol) as permitted uses is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-05 Page 2 of 2 RZ20-05 Sec. 64-798. (1), Sec. 64-798 (2), Permitted and Accessory Uses in C-2 (Commercial) District (1) Permitted uses. Structures and land may be used for only the following purposes: z. All uses licensed and/or permitted under Chapter 4. (2) Accessory uses. Structures and land may be used for uses customarily incidental to any permitted use and dwellings may be used for a home occupation. All uses licensed and/or permitted under Chapter 4 are permitted accessory uses. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of RZ20-06 Sec. 64-895(1), Sec. 64-895(2) Permitted and Accessory Uses in Community Unit Plan (CUP) District MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 6EBFD867-1535-4A0A-8787-F7AB8BB7D50A X June 1, 2020 X X X To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 26, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of RZ20-06 Sec. 64-895(1), Sec. 64-895(2) Permitted and Accessory Uses in Community Unit Plan (CUP) District _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: As part of the Chapter 4 – Alcoholic Beverages rewrite, we are recommending text amendments to Chapter 64 – Zoning to allow usage of the licenses/permits that are available through Chapter 4. These amendments were unanimously approved at the January 29, 2020 Planning Commission meeting. • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – First Presentation RZ20-01 Sec. 64-1 Definitions RZ20-02 Sec. 64-395 Uses Prohibited in All Districts RZ20-03 Sec. 64-752 (1) Mixed Use District Permitted Uses DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 RZ20-04 Sec. 64-775 (1) Permitted Uses in C-1 Community Business District Sec. 64-755 (2) Accessory Uses in C-1 Community Business District RZ20-05 Sec. 64-798 (1) Permitted Uses in C-2 Community Business District Sec. 64-798 (2) Accessory Uses in C-2 Community Business District RZ20-06 Sec. 64-895 (1) Permitted Uses in Community Unit Plan (CUP) District Sec. 64-895 (2) Accessory Uses in Community Unit Plan (CUP) District RZ20-07 Sec. 64-1121 Allowed Use Chart RZ20-08 Sec. 64-Article XIX Crabapple Form Based Code Table 9 Article 6-1 Definitions RZ20-09 Sec. 64-Article XX Deerfield Form Based Code Table 10 Article 6-1 Definitions Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Sam VanVolkenburgh, Jarrard & Davis – January 29, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): RZ20-06 Text Amendments DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-06 Page 1 of 2 AN ORDINANCE TO AMEND SEC. 64-895 (1) AND 64-895 (2) OF THE ZONING ORDINANCE (CHAPTER 64 OF THE CITY CODE) – COMMUNITY UNIT PLAN (CUP) DISTRICT PERMITTED USES BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Sec. 64-895 (1) and 64-895 (2), to include some uses permitted in Chapter 4 (Alcohol) as permitted uses is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-06 Page 2 of 2 RZ20-06 Sec. 64-895. (1), Sec. 64-895 (2), Permitted and Accessory Uses in Community Unit Plan (CUP) (1) Permitted uses. Structures and land may be used for only the following purposes: a. Single-family dwelling. b. Golf course, country club, pool and recreation court. (2) Accessory uses. A structure or land may be used for uses customarily incidental to any permitted use and a dwelling may be used for a home occupation. Retail and service uses, and clubs accessory to recreation facilities are allowed subject to the following conditions: a. Accessory retail and service uses shall be located wholly within a building with a majority of the floor area designed for recreation uses. No outdoor advertising is allowed. b. Retail and service uses shall be limited to convenience retail and service establishments such as pro shops and personal services. Restaurants, Specialty Shops, and Incidental Licenses accessory to a club are allowed. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of RZ20-07 Sec. 64-1112, Allowed Use Chart MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 8AED9D90-792B-4641-9A26-24B1941816FA X X June 1, 2020 X X To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 26, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of RZ20-07 Sec. 64-1112, Allowed Use Chart _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: As part of the Chapter 4 – Alcoholic Beverages rewrite, we are recommending text amendments to Chapter 64 – Zoning to allow usage of the licenses/permits that are available through Chapter 4. These amendments were unanimously approved at the January 29, 2020 Planning Commission meeting. • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – First Presentation RZ20-01 Sec. 64-1 Definitions RZ20-02 Sec. 64-395 Uses Prohibited in All Districts RZ20-03 Sec. 64-752 (1) Mixed Use District Permitted Uses RZ20-04 Sec. 64-775 (1) Permitted Uses in C-1 Community Business District DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 Sec. 64-755 (2) Accessory Uses in C-1 Community Business District RZ20-05 Sec. 64-798 (1) Permitted Uses in C-2 Community Business District Sec. 64-798 (2) Accessory Uses in C-2 Community Business District RZ20-06 Sec. 64-895 (1) Permitted Uses in Community Unit Plan (CUP) District Sec. 64-895 (2) Accessory Uses in Community Unit Plan (CUP) District RZ20-07 Sec. 64-1121 Allowed Use Chart RZ20-08 Sec. 64-Article XIX Crabapple Form Based Code Table 9 Article 6-1 Definitions RZ20-09 Sec. 64-Article XX Deerfield Form Based Code Table 10 Article 6-1 Definitions Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Sam VanVolkenburgh, Jarrard & Davis – January 29, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): RZ20-07 Text Amendments DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-07 Page 1 of 3 AN ORDINANCE TO AMEND SEC. 64-1121 ALLOWED USE CHART OF THE RURAL MILTON OVERLAY OF THE ZONING ORDINANCE (CHAPTER 64 OF THE CITY CODE) BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Sec. 64-1121 Use Chart for Rural Milton Overlay, to include some uses permitted in Chapter 4 (Alcohol) as permitted uses is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-07 Page 2 of 3 RZ20-07 Sec. 64-1121. - Allowed use chart. The following chart identifies uses and their assigned categories. These uses are allowed by right (with asterisks) or required by use permit. It is the intent that some types of uses must comply with certain development standards outlined in the Rural Milton Overlay District. Commercial Type Uses Agricultural Type Uses Institutional Type Uses Non-Single- Family Uses Single-Family Uses Aircraft landing area Agricultural related activities** Assisted living, personal care home Apartments Single-family homes* Amphitheatre** Artist studio Daycares related to church/school Country inn** Accessory structures to the SFR* Bed and breakfast** Barns or riding areas* Medical lodging, group residences Townhouses/two- family Senior housing (SFR) Driving range** Cemetery and mausoleum Museums** Senior housing (MFR) Mobile homes, accessory dwelling (To be used as temporary dwelling while permanent structure is built) Exotic or wild animals Composting Places of worship Group residence for 5—8 children Festivals or events, outdoor/indoor** Equine garment fabrication Schools, private/special STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-07 Page 3 of 3 Greenhouses— Hydroponic, larger than 5,000 square feet* Greenhouses* Group residence for 9—15 children Lodge, retreat, or campground** Kennel* Quarries and surface mining Landfill, inert waste disposal Roadside stands* Landfill, solid waste Rural or Agricultural event facility** Landscape business Medical related lodging Race track** Recreational fields Self storage/multi Sky walk Stadium (off-site) associated with private school Uses within the C- 1, C-2, O-I zoning districts*, ** Veterinary, veterinary hospital* *Allowed by right within zoning district. **Where qualified, all uses licensed and/or permitted under Chapter 4. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of RZ20-08 Sec. 64, Article XIX, Crabapple Form Based Code, 6-1 Definitions, Table 9 MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 3B8D30B2-F809-4530-B141-86C91F16D90D X X X X June 1, 2020 To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 26, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of RZ20-08 Sec. 64, Article XIX, Crabapple Form Based Code, 6-1 Definitions, Table 9 _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: As part of the Chapter 4 – Alcoholic Beverages rewrite, we are recommending text amendments to Chapter 64 – Zoning to allow usage of the licenses/permits that are available through Chapter 4. These amendments were unanimously approved at the January 29, 2020 Planning Commission meeting. • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – First Presentation RZ20-01 Sec. 64-1 Definitions RZ20-02 Sec. 64-395 Uses Prohibited in All Districts RZ20-03 Sec. 64-752 (1) Mixed Use District Permitted Uses RZ20-04 DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 Sec. 64-775 (1) Permitted Uses in C-1 Community Business District Sec. 64-755 (2) Accessory Uses in C-1 Community Business District RZ20-05 Sec. 64-798 (1) Permitted Uses in C-2 Community Business District Sec. 64-798 (2) Accessory Uses in C-2 Community Business District RZ20-06 Sec. 64-895 (1) Permitted Uses in Community Unit Plan (CUP) District Sec. 64-895 (2) Accessory Uses in Community Unit Plan (CUP) District RZ20-07 Sec. 64-1121 Allowed Use Chart RZ20-08 Sec. 64-Article XIX Crabapple Form Based Code Table 9 Article 6-1 Definitions RZ20-09 Sec. 64-Article XX Deerfield Form Based Code Table 10 Article 6-1 Definitions Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Sam VanVolkenburgh, Jarrard & Davis – January 29, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): RZ20-08 Text Amendments DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-08 Page 1 of 2 AN ORDINANCE TO AMEND SEC. 64-ARTICLE XIX CRABAPPLE FORM BASED CODE OF THE ZONING ORDINANCE (CHAPTER 64 OF THE CITY CODE) BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Sec. 64-Article XIX – Table 9, and 6-1 Definitions, to include uses permitted in Chapter 4 (Alcohol) as permitted uses is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-08 Page 2 of 2 RZ20-08 Section 64-Article XIX Crabapple Form Based Code, 6-1 Definitions, Table 9 TABLE 9: - Specific Function and Use. This table expands the categories of Table 8 to delegate specific Functions and uses within Transect Zones. R: ALLOWED BY RIGHT W: ALLOWED BY WARRANT U: ALLOWED BY USE PERMIT d. RETAIL T2 T3 T4-R T4 T4-O T5 Where qualified, all uses licensed and/or permitted under Chapter 4 R R R 6.1 - DEFINITIONS Any terms not specifically defined herein shall have the same definitions as otherwise set forth in any other chapter of this ordinance. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of RZ20-09 Sec. 64, Article XX, Deerfield Form Based Code, 6-1 Definitions, Table 10 MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 73B72C49-FE56-47F2-BB99-894DB8114121 June 1, 2020 X X X X To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 26, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of RZ20-09 Sec. 64, Article XX, Deerfield Form Based Code, 6-1 Definitions, Table 10 _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: As part of the Chapter 4 – Alcoholic Beverages rewrite, we are recommending text amendments to Chapter 64 – Zoning to allow usage of the licenses/permits that are available through Chapter 4. These amendments were unanimously approved at the January 29, 2020 Planning Commission meeting. • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – First Presentation RZ20-01 Sec. 64-1 Definitions RZ20-02 Sec. 64-395 Uses Prohibited in All Districts RZ20-03 Sec. 64-752 (1) Mixed Use District Permitted Uses RZ20-04 DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 Sec. 64-775 (1) Permitted Uses in C-1 Community Business District Sec. 64-755 (2) Accessory Uses in C-1 Community Business District RZ20-05 Sec. 64-798 (1) Permitted Uses in C-2 Community Business District Sec. 64-798 (2) Accessory Uses in C-2 Community Business District RZ20-06 Sec. 64-895 (1) Permitted Uses in Community Unit Plan (CUP) District Sec. 64-895 (2) Accessory Uses in Community Unit Plan (CUP) District RZ20-07 Sec. 64-1121 Allowed Use Chart RZ20-08 Sec. 64-Article XIX Crabapple Form Based Code Table 9 Article 6-1 Definitions RZ20-09 Sec. 64-Article XX Deerfield Form Based Code Table 10 Article 6-1 Definitions Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Sam VanVolkenburgh, Jarrard & Davis – January 29, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): RZ20-09 Text Amendments DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-09 Page 1 of 2 AN ORDINANCE TO AMEND SEC. 64-ARTICLE XX DEERFIELD FORM BASED CODE OF THE ZONING ORDINANCE (CHAPTER 64 OF THE CITY CODE) BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Sec. 64-Article XIX – Table 10 and 6-1 Definitions, to include uses permitted in Chapter 4 (Alcohol) as permitted uses is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON RZ20-09 Page 2 of 2 RZ20-09 Section 64-Article XX Deerfield Form Based Code, 6-1 Definitions, Table 10 Table 10: - Specific Function and Use. This table expands the categories of Table 9 to delegate specific Functions and uses within Transect Zones. R: ALLOWED BY RIGHT W: ALLOWED BY WARRANT U: ALLOWED BY USE PERMIT d. RETAIL T2 T3 T4 T4-P 4-O T5 T6 Where qualified, all uses licensed and/or permitted under Chapter 4 R R R R R 6.1 - DEFINITIONS Any terms not specifically defined herein shall have the same definitions as otherwise set forth in any other chapter of this ordinance. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of an Ordinance to Amend Chapter 4, Alcoholic Beverages of the Code of the City of Milton, Georgia MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 37090BE5-AE2B-4BE2-BBC1-96AA56336C79 X X June 1, 2020 X X To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 26, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of an Ordinance to Amend Chapter 4, Alcoholic Beverages of the Code of the City of Milton, Georgia. _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: Together with City Management, the Finance Department, and Public Safety, we have been engaging Council, the community, and key staff on redrafting Chapter 4 – Alcoholic Beverages and the appropriate adjustments to Chapter 64 – Zoning. The City engaged Taylor English Duma, LLC for the rewrite. The purpose is to help make Milton a place where people with “cool” ideas can do things they cannot do anywhere else. This is designed to spur economic development and define what Milton wants to be and attract for the next five years. In addition to making the current ordinance more cohesive and removing repetition, a highlight of the revisions that were made are: • Stating a purpose for the ordinance • Added definitions for clarification purposes • Addition of temporary license fee and Sunday sales fee • Increase to for-profit Special Event Permit ($100 to $250) • Addition of breweries, micro-breweries, distillery, micro-distilleries, food halls, courtyard markets, craft beer and/or wine markets, city food markets, growler shop • Adjusting alcohol to food ration from 50:50 to 70:30 (limited service restaurant) • Allow restaurants to sell incidental package beer and wine • Expanding “special districts” to include the entire licensed establishment • Revised time of day sales to match the State • Two year pouring permit (currently has be renewed annually) • Clearly defining farm wineries as Georgia wine only • Allowing a Limited Tap Establishment an additional tap – a total of 5. Rewording their allowed beer to “craft beer” replacing the requirement of it being brewed within 50 aerial miles • Removed the need to apply for a “brown bagging license” as this is allowed by right by the State as “Merlot To Go” DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 • Creation of a “Grand Opening/Annual Promotion Permit” which is available at no charge for a licensed establishment to serve beer and/or wine for a four-hour period once a year • A “transfer license fee” for when a licensed establishment moves locations within the City; removing the need for them to reapply if they have current alcohol licenses • Allowing the “registered agent” to be in Fulton County or any bordering County; currently must be located in Fulton County • Removal of happy hour restrictions Below is a timeline of our process: • August 2019 – Engaged Taylor English Duma, LLC for Phase I - Brainstorming • August - Brainstorming Session with key City staff, developers, and leasing agents • September 16 - Work Session • September 26 – Article in Milton Herald “Milton considers economic impact of updating alcohol ordinance” • October 1 - Two public input sessions at City Hall • October 1 – Engaged Taylor English Duma, LLC for Phase II - Drafting • October 8 – Article in Milton Herald “Residents express support for Milton’s alcohol ordinance updates” • November 13 – Work Session • December 17 – CZIM • January 29, 2020 - Planning Commission • February 19, 2020 – City Council – First Presentation Funding and Fiscal Impact: Potential increase in revenue as we create new opportunities for businesses to open in Milton. Alternatives: None. Legal Review: Deborah Dance, Jarrard & Davis – May 26, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): 2020 Chapter 4 Rewrite DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 1 of 95 AN ORDINANCE TO AMEND CHAPTER 4 – ALCOHOLIC BEVERAGES, OF THE CODE OF THE CITY OF MILTON, GEORGIA BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Chapter 4 - Alcoholic Beverages, of the Code of the City of Milton, Georgia is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 2 of 95 Chapter 4 - ALCOHOLIC BEVERAGES ARTICLE I. - IN GENERAL[1] Footnotes: --- (1) --- Editor's note— Ord. No. , adopted =======, 2020, amended the Code by repealing ch. 4 in its entirety and enacting new provisions to read as herein set out. Former ch. 4, §§ 4-1—4-5, 4-25—4-27, 4-47—4-53, 4-73—4-75, 4-96—4-102, 4-122— 4-125, 4-145—4-147, 4-167, 4-168, 4-188—4-192, 4-211—4-213, 4-232—4-234, 4- 254—4-257, 4-277, 4-297, 4-317—4-319, 4-339, 4-359—4-361, 4-417, 4-437, 4-457, 4- 477, 4-497—4-500, 4-520—4-545, approved pursuant to Ord. No. 15-03-236, § 1, 3-16- 2015; Ord. No. 16-01-267, § 1, 1-4-2016; Ord. No. 17-05-316, § 1, 5-15-2017, Ord. No. 18-06-360 , § 1, 6-4-2018, Ord. No. 18-08-370 , § 1, 8-6-2018) pertained to similar subject matter. See the Code Comparative Table for complete derivation. State Law references— Constitutional grant of home rule powers, Ga. Const. art. IX, § II; statutory grant of home rule powers, O.C.G.A. § 36 -35-1 et seq.; Georgia Alcoholic Beverage Code, O.C.G.A. § 3-1-1 et seq.; regulation of alcoholic beverages generally, O.C.G.A. § 3-3-1 et seq.; authority of local authorities to license and regulate alcoholic beverage sales, O.C.G.A. § 3-3-2; local regulation of sales on Sundays, O.C.G.A. § 3 -3- 7; prohibited acts on licensed premises, O.C.G.A. § 3-3-40 et seq.; malt beverages, O.C.G.A. § 3-5-1 et seq.; wine, O.C.G.A. § 3-6-1 et seq.; local licensing requirements for sale of malt beverages, O.C.G.A. § 3-5-40 et seq.; requirements for sale of wine, O.C.G.A. § 3-6-40; 3-4-49, 3-4-50, 3-4-80 et seq., 3-5-80 et seq., 3-6-60, 3-7-40 et seq.; Georgia Department of Revenue Regulations, Ga. Comp. R. & Reg. § 560-2-1 et seq. Sec. 4-1. – Purposes. (a) Purposes. This ordinance is adopted as part of a comprehensive plan designed for the purposes, among others, of: 1) promoting the health and general welfare of the community; 2) establishing reasonable and ascertainable standards for the regulation and control of the licensing and sales of alcoholic beverages; 3) protecting and preserving schools and churches; and 4) giving effect to land use and preserving certain residential areas, with reasonable consideration being given to, among other factors, the character of the areas and their peculiar suitability for particular uses, the congestion in the roads and streets, and the promotion of desirable living conditions and sustained stability of neighborhoods and property values. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 3 of 95 (b) Because the purposes of this Chapter are not advanced when alcoholic beverages are provided to the general public under an appearance that such alcoholic beverages are not being sold but are being given away as part of a business operation or other activity, any person providing alcoholic beverages to the general public, whether for sale or otherwise, must be licensed by the City. Sec. 4-2. - Definitions. (a) Unless a contrary intention is clearly apparent from the context, any term used in this Chapter shall have the same meaning as when used in a comparable provision of the Georgia Alcoholic Beverage Code (O.C.G.A. § 3 -1-1, et seq., as amended) or the Georgia Department of Revenue Regulations (Ga. Comp. R. & Reg. § 560 - 2-1 et seq, as amended). Any terms used in this Chapter not specifically defined herein shall be defined as set forth by state law or the Department of Revenue Regulations. Any use not expressly prohibited herein and allowed by state law and the Department of Revenue Regulations shall be allowed. To the extent that any definition herein is in conflict with definitions set forth in state law or the Georgia Department of Revenue Regulations, the state law and Department of Revenue terms, as amended, shall govern. (b) As used in this Chapter, the singular and the plural shall each include the other, the masculine and feminine shall each include the other, and any verb tense may include any other verb tense. (c) As used in this Chapter the term "may" is permissive and the term "shall" is mandatory. (d) The following words, terms and phrases, when used in this Chapter, shall have the meanings ascribed to them in this section, except where the context clearly indicates a different meaning: Adult Entertainment and Adult Entertainment Establishment shall have the same meanings as set forth in Chapter 64-1. Adult Entertainment Establishments are prohibited from holding an alcoholic beverage license in the City. Alcohol means ethyl alcohol, hydrated oxide of ethyl, or spirits of wine, from whatever source or by whatever process produced. Alcoholic Consumable means any product intended for human consumption that contains any measurable amount of alcohol as defined in this section, regardless of whether such consumable is in liquid or solid form. Alcohol consumables will be regulated by the City and shall be deemed to be included in any reference to any type of alcoholic beverage. Alcoholic Beverage means and includes all alcohol, beer, wine, or liquor intended for human consumption. Any reference to alcoholic beverage in this Chapter shall be STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 4 of 95 deemed to include alcoholic consumables, regardless of whether such consumables are in liquid or solid form. Alcoholic Beverage Caterer means any on-premise consumption retailer properly licensed to provide alcohol for consumption at private functions on private property, at special events, or at special events facilities. Ancillary License means a license that is available to the holder of a beer and/or wine retail package license and allows for on -premise tastings under limited conditions as provided for in this Chapter. Applicant means the person, partner, firm, or corporation, as owner, or other entity (individually or collectively) making the application for the alcohol license, whether compensated or not. The term “Applicant” shall include a Licensee Agent. Assembly Hall or Events Facility means a room or building typically accommodating the gathering of persons for deliberation, legislation, worship or entertainment, including but not limited, to trade shows and other similar activities, as well as some social events such as receptions, meetings, banquets, conventions, parties, catered events or similar gatherings. The facility must be available to public or private groups of persons for monetary consideration on a rental, fee, percentage or similar basis; be used primarily for special occa sions including but not limited to, the events mentioned in this definition; be open to or attended by invited or selected guests or paying patrons; and the premises shall contain a minimum occupancy load of 200 persons for each show, event, reception or activity as permitted by the Fire Marshall. Establishments that operate as an “assembly hall” or "events facility" shall not provide Adult Entertainment, either regularly or occasionally; nor shall any such establishment operate as a Bar or Nightclub. Bar means an establishment whose primary business is the provision of alcoholic beverages and not the consumption of food. A place that derives 75 percent (75%) or more total annual gross revenue from the sale of alcoholic beverages for consumption on-premises and does not meet the definition of any other establishment qualified to hold a license under this ordinance will be presumed to be a bar. Bars are specifically prohibited in the City. This provision does not preclude a business that otherwise qualifies as an eating establishment or restaurant from including the word “bar” in its name, provided that the name must also be indicative of food service, such as “Joe’s Sports Bar & Grille”. Barrel, with respect to a brewery, means a vessel that is used to age , condition, and/or ferment beer which is 31 gallons or such other size authorized by the U.S. Alcohol and Tobacco Tax and Trade Bureau (“TTB”). Barrel, with respect to a distillery, means a vessel that is used to age/condition/ferment distilled spirits; a standard unit of measure is 53 gallons. Beer or Malt Beverage means any alcoholic beverage obtained by the fermentation of any infusion or decoction of barley, malt, hops, or any other similar product, or any STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 5 of 95 combination of such products in water, containing not more than 14 percent (14%) alcohol by volume and including ale, porter, brown, stout, lager beer, small beer, and strong beer. The term does not include sake, also known as Japanese rice wine, which shares a similar manufacturing process to beer but has a higher percent of alcohol by volume. The term "beer" is used interchangeably throughout this Chapter with "malt beverage," and any reference to beer or malt beverage shall be deemed to include alcoholic consumables that contain beer or malt beverage alcohol. Brewer means a manufacturer of beer, malt beverage, cider and/or similar alcoholic beverages. Brewery means a domestic manufacturing facility for beer that is licensed by the state. Provided licenses are issued as required by the state and this Chapter, a brewery is authorized to sell beer by the packa ge or by the drink and to operate flight tastings on - premises of the brewery pursuant to state law. Brewpub means any restaurant that also qualifies as an eating establishment in which beer, wine and/or liquor are licensed to be sold for consumption on-premises and in which beer is manufactured or brewed, subject to the barrel production limitation prescribed i n state law for retail consumption in and on premises. Bring Your Own Beverage (BYOB) License means a license issued for any place of business open to the public or any Private Club that allows guests, patrons or members to bring their own beer and/or wine onto the premises for the guests’ consumption. Building Code means and includes all building, plumbing and electrical codes and any similar technical code of the City. Building Official means the Building Official of the City as such position presently exists, or by whatever name the position may be designated in the future. The term Building Official will also be deemed to include any designee of the Building Official. Chief of Police means the Chief of Police of the City as such position presently exists, or by whatever name the position may be designated in the future. The term Chief of Police will also be deemed to include any designee of the Chief of Police. City means the City of Milton, and when used in a geographical sense, means the territorial limits of the City of Milton. City Food Market means a retail market which (a) does not sell or offer for sale any of the following: gasoline, diesel fuel, tires, liquor, tobacco products, lottery tickets, or related games of chance or beer by the keg; (b) does not provide for the on-premises use of coin operated amusements; (c) at all times that it is open to the public, maintains an inventory of saleable food products, including meat, dairy, vegetable, fruit, dry goods, and beverages, with a minimum cumulative cost of goods sold of such food products of at least $125,000; (d) has an interior floor area of at least 4,500 square feet and not more than 20,000 square feet, of which more than 50 percent (50%) of such interior floor area STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 6 of 95 is devoted to the display for sale of non-alcoholic beverage products; (e) employs not less than 4 individuals who work at least 35 hours per week on the premises, and (f) derives less than 20 percent (20%) of its gross receipts from the sale of beer and/or wine. City Manager means the City Manager as such position presently exists, or by whatever name the position may be designated in the future. The term City Manager will also be deemed to include any designee of the City Manager. College means only those state, county, city, church, or other higher education institutions that teach the subjects commonly taught in the common colleges of this state and shall not include private colleges where only specialized subjects such as law, stenography, business, music, art, medicine, dentistry, vocational occupations, and other special subjects are taught. Conviction means adjudication of guilt, plea of guilty, plea of nolo contendere or the forfeiture of a bond when charged with a crime, but shall not include a dischar ge under provisions of the State of Georgia First Offender Act. County means Fulton County, Georgia, and, when used in a geographical sense, means the territorial limits of Fulton County, Georgia. Courtyard Market means a commercial or retail center consisting of one (1) or more structures on one (1) or more contiguous tracts or parcels of land, having a minimum of at least ten (10) acres and at least 400,000 square feet of structures and having a minimum of 40,000 square feet of retail uses and not less than 45,000 square feet of outdoor areas used for public and private events, entertainment, farmer's markets, exhibitions, performances, shows, events, concerts and community events occurring on plazas, lawns, parks, rooftops, and streets (when not open to vehicular traffic) and sidewalks that are in the dominion and physical control of the owner of the Courtyard Market, the owner's agent, or the owner's lessee. No adult entertainment shall be permitted in a Courtyard Market. Craft Beer means a beer brewed by an independent brewer with annual production not exceeding six (6) million barrels. Craft Beer and/or Wine Market means a retail establishment whose primary purpose is the sale of craft beers and/or wine for consumption off-premises. Sales of craft beers and wines may be for consumption on -premises and/or package (including Growlers or Crowlers). Distance means the distance requirements, as prescribed by state law, for the sale of alcoholic beverages and the manner in which distances are measured. Distilled Spirits, Liquor, or Spirituous Liquor means any alcoholic beverage obtained by distillation or containing more than 24 percent (24%) alcohol by volume, including, but not limited to, all fortified wines. Any reference to Distilled Spirits, Liquor, or Spirituous STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 7 of 95 Liquor shall be deemed to include alcoholic consumables that contain distilled spirits or spirituous liquor. The terms Distilled Spirits, Liquor, or Spirituous Liquor, when used in this Chapter, shall all carry the same meaning. Distiller means a manufacturer of Distilled Spirits. Distillery means a domestic manufacturing facility for Distilled Spirits that is licensed by the state. Provided that licenses are issued as required by this Chapter, a distiller/distillery is authorized to sell distilled spirits by the package, by the drink and to operate flight tastings on-premises of the distillery as provided for and subject to the limitations of state law. Domestic Wine means any and all wines produced by a Farm Winery within this state. Throughout this Chapter, any reference to wine shall be deemed to include alcoholic consumables that contain wine. Eating Establishment shall have the same meaning as set forth by state law. An Eating Establishment may be licensed to sell beer, wine and/or liquor but must derive a minimum of fifty percent (50%) of its total annual gross food and beverage sales from the sale of prepared meals or food as required by state law. For brewpub s or other eating establishments that also sell beer and wine by the package, neither barrels of beer sold to licensed wholesalers pursuant to state law, package sales of beer and/or wine shall be used when determining the total annual gross food and bever age sales. Entertainment or Live Entertainment means music, comedy, readings, dancing, acting, organized fighting, or other entertainment, excluding adult entertainment, performed on the premises of a licensed establishment. This classification includes dancing by patrons to live or recorded music. Events Facility shall have the same meaning as "assembly hall" or "rural or agricultural event facility" as set forth in Chapter 64-1. Any establishment licensed as an Events Facility shall not provide Adult Entertainment either regularly or occasionally; nor shall any such establishment operate as a Bar or Nightclub. Farm Winery or Georgia Farm Winery shall have the same meaning as set forth by state law. Provided that a license is issued as required by the state and under this Chapter, a Farm Winery licensed by the City is authorized to sell Georgia wine at its premises by the package or for consumption on-premises as authorized by Georgia law. Fire Marshall means the Fire Marshall of the City, as such position presently exists, or by whatever name the position may be designated in the future. The term Fire Marshall will also be deemed to include any designee of the Fire Marshall. Fixed Salary means the amount of compensation paid to any member, officer, agent, or employee of a bona fide Private Club as may be fixed by its members out of the general revenue of the club and shall not include a commission on any profits from the sale of STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 8 of 95 alcoholic beverages. For the purpose of this definition, tips or gratuities which are added to the bills under club regulations shall not be considered as profits from the sale of alcoholic beverages. Food Caterer means any person that prepares food for consumption off the food caterer’s premises. Food Hall means a retail area that contains more than two (2) food hall cafes, where a minimum of 65% of the area is dedicated to food hall cafes that provide prepared meals for consumption on the premises during the entire time that alcohol is sold and that share a common area with at least forty (40) seats at tables for the food hall café patrons collectively within a building, courtyard, or other contiguous space. Food Hall Café means a food and/or beverage vendor located within a Food Hall. A Food Hall Café licensed under this Chapter for on-premise consumption of alcohol may enter into an agreement with one (1) or more food vendors within the same Food Hall to satisfy the requirements of meal service and the alcohol/food sales ratio required to be deemed an eating establishment. However, any food sales utilized by one (1) establishment to meet the ratio cannot be used by another establishment for the same purpose. In order to qualify, any utilized food vendors must be (a) located in the same Food Hall as the licensed establishment; (b) generally incorporated into the operation of the licensed establishment; and (c) available, open, and prepared to serve food ever y hour that alcoholic beverages are offered for sale from any portion of the premises. Fortified Wine means any alcoholic beverage containing more than 24 percent (24%) alcohol by volume made from fruits, berries, or grapes, either by natural fermentatio n or by natural fermentation with brandy added. "Fortified wine" includes, but is not limited to, brandy. Any reference to Fortified Wine in this Chapter shall be deemed to include alcoholic consumables that contain fortified wine. For purposes of regulations contained in this Chapter, Fortified Wine shall be deemed a Distilled Spirit. Free-standing Vendor means any person that is permitted to sell alcoholic beverages from a cart, kiosk, or temporary structure for retail sales within an Open Container Ar ea or at a licensed special event. Full-Service Kitchen means a kitchen that consists of a commercial sink, a permanently installed stove, grill or other similar heating device that adequately and completely cooks prepared meals, and a refrigerator. Said kitchen must be approved by the County Health Department and City Fire Marshall. Golf Course means a golf facility consisting of a clubhouse or a professional golf shop and a regulation or executive length golf course of at least nine (9) holes, as recognized by the United States Golf Association, the Professional Golfers Association of America, and the Georgia State Golf Association. The term “golf course” does not include miniature golf. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 9 of 95 Growler or Crowler means a glass, ceramic, or metal container not to exceed 64 ounces that is filled by a Licensee or employee of a Licensee with craft beer from a keg and securely sealed for off-premises consumption. Growler/Crowler Shop means a retail establishment that only sells craft beer or wine or wine-based beverages in Growlers or Crowlers for off -premise consumption and no other alcoholic beverages. Establishments licensed as Growler/Crowler Shops are not authorized to sell liquor and may not sell beer or wine fo r consumption on premises. Growler/Crowler Shops shall be no larger than 2,500 square feet and have no more than 40 different beers available at any given time. Provided that all distance and zoning requirements are met, Growler/Crowler Shops are eligible to apply for an Ancillary License. Hard Cider means an alcoholic beverage obtained by the fermentation of the juice of apples, containing not more than six percent (6%) of alcohol by volume, including, but not limited to, flavored or carbonated cider. For purposes of this Chapter, Hard Cider shall be deemed a beer. Hotel means any building or other structure in which boarding or lodging is provided for fewer than 30 days. Motels meeting the qualifications set out in this definition for Hotels shall be classified in the same category as Hotels. Incidental License means an on-premise alcoholic beverage license for an establishment that does not sell food that was prepared on the premises and does not charge for any alcoholic beverage. An establishment that holds an Incidental License is limited to wine and beer; and is prohibited from allowing any individual to consume more than 16 ounces of wine or 24 ounces of beer on premises in a calendar day. The amount of money spent on alcoholic beverages by such establishment shall not exceed two percent (2%) of gross receipts (gross receipts shall have the same meaning as provided in Chapter 12 of this ordinance). Interest means any pecuniary interest and any ownership interest, whether present or future, whole or partial, legal or beneficial, contingent or vested, direct or indi rect, and any right, power, or authority of control. License means the authorization by the governing authority of the City to engage in the sale, consumption, or provision of alcoholic beverages as provided in this Chapter. Licensee means a person, real or artificial, to whom a license is issued or, in the case of a partnership or corporation, the term includes both the partnership or the corporation and the individual designated by such legal entity to serve as its license representative. Licensee Agent means an individual person designated by a partnership or corporation to act as its representative/applicant and on its behalf on all matters related to the alcohol license. A Licensee Agent must have sufficient involvement with the partnership or corporation to have supervisory authority over the day -to-day operations STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 10 of 95 of the licensed premises. For the purposes of this Chapter, any reference to the term Applicant or Licensee also includes the Licensee Agent. Limited Tap License means an on-premise alcoholic beverage license for an establishment that does not sell food prepared on the premises and that provides a limited selection of craft beers on tap for consumption on premises only. An establishment with a Limited Tap License is limited to having five (5) or fewer beer taps. Establishments with a Limited Tap License must limit consumption for any individual to a maximum of 48 ounces within a calendar day and must obtain approval from the Fire Marshall and Building Official in accordance with applicable codes. Liter means the metric measurement currently used by the United States. Liquor. For purposes of this Chapter, the term Liquor may be used interchangeably with the terms Distilled Spirits and Spirituous Liquor and will be deemed to have the same meaning. Live Entertainment or Entertainment means music, comedy, readings, dancing, acting, organized fighting, or other entertainment, excluding adult entertainment, performed on the premises of a licensed establishment. This classification includes dancing by patrons to live or recorded music. Major Shareholder means a person that owns or controls a 20 percent (20%) or more interest in a business establishment. Malt Beverage means any alcoholic beverage obtained by the fermentation of any infusion or decoction of barley, malt, hops, or any othe r similar product or any combination of such products in water, containing not more than 14 percent (14%) alcohol by volume and including ale, porter, brown, stout, lager beer, small beer, and strong beer. The term does not include sake, also known as Japanese rice wine, which shares a similar manufacturing process to beer and malt beverages but which typically has more than 14 percent (14%) of alcohol by volume. The term Malt Beverage is used interchangeably with Beer. Throughout this Chapter, any reference to Malt Beverage shall be deemed to include Beer and/or alcoholic consumables that contain malt beverages. Manufacturer means any maker, producer, or bottler of an alcoholic beverage. The term "manufacturer" also means: 1) In the case of distilled spirits or liquor, any person engaged in distilling, rectifying, or blending any distilled spirits; provided that a vintner that blends wine and distilled spirits to produce a fortified wine shall not be considered a manufacturer of distilled spirits or liquor; but will be considered a vintner; 2) In the case of beer, any brewer; and 3) In the case of wine, any vintner. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 11 of 95 Micro-Brewery means a small-scale establishment in which not more than 15,000 barrels of craft beer are manufactured or brewed in a calendar year. Microbreweries sell to the public through wholesalers or directly to the consumer through carry -out package and/or on -site tap-room or tasting room sales. Microbreweries must comply with state law restrictions related to the quantities of alcoholic beverages that may be sold directly to the consumer at retail. Micro-Distillery means a small-scale establishment in which not more than 15,000 barrels of distilled spirits are manufactured in a calendar year. Micro -distilleries sell to the public through wholesalers or directly to the consumer through carry -out package and/or on-site tasting room sales. Micro-distilleries must comply with state law restrictions related to the quantities of alcoholic beverages that may be sold directly to the consumer at retail. Nightclub means an establishment whose primary business is the provision of alcoholic beverages and live entertainment or patron dancing and not the consumption of food. A place that derives 75 percent (75%) or more of its total annual gross revenue from the sale of alcoholic beverages for consumption on -premises and cover charges or entry fees and does not meet the definition of any other establishment qualified to hold a license under this ordinance will be presumed to be a nightclub. Nightclubs are prohibited in the City. Nonprofit Civic Organization means an organization which is an exempt organization under Section 501(c) or (d) of the Internal Revenue Code of 1986, as amended. Off-Premise Beer/Wine Retailer or Store means any person that sells or provides beer and/or wine to the public in unbroken packages or in Growlers or Crowlers, not for consumption on-premises and not for resale. Off-Premise Distilled Spirits Retailer or Store means any person that sells or provides to the public distilled spirits in unbroken packages, not for consumption on -premises and not for resale. On-Premise Consumption Retailer means any person that sells or provides to the public alcoholic beverages for consumption on-premises, only to consumers and not for resale. Open Container Area means a specified area adjacent to and designated for common use by multiple eating establishments, food vendors or restaurants for their patrons. Unless otherwise provided, Open Container Areas are restricted to the City’s Special Districts and allow for limited outside consumption of alcoholic beverages. Outdoor Dining Area means an outdoor dining space in which an on-premise Licensee serves food and beverages as part of the operation of the licensed premises. Except as otherwise provided, the Outdoor Dining Area must be located immediately STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 12 of 95 adjacent to the licensed premises. An Outdoor Dining Area may include a patio, City approved sidewalk seating, or a designated dining area within the exclusive control of the Licensee, and may be separated from the Licensee’s premises, if at all, only by a sidewalk. No part of an Outdoor Dining Area shall be located within any public right -of- way without permission of the City. Package means a bottle, can, keg, barrel, or other original consumer container. The term "retail package alcoholic beverages" includes all alcoholic beverages in their original containers or in a Growler or Crowler and sold at retail to the final consumer and not for resale. Park means any public lands owned, controlled, or operated by the City, the state, or any county of the state, in and upon which play facilities are provided for the recreation and enjoyment of the general public. Person means any individual, firm, partnership, cooperative, nonprofit membership corporation, joint venture, association, company, corporation, agency, syndicate, estate, trust, business trust, receiver, fiduciary, legal entity, or other group or combination acting as a unit, body politic, or political subdivision, whether public, private or quasi-public. Police Department means the Chief of Police and any police officers. Premises means the definite, closed, or partitioned -in location (whether room, shop, or building) wherein alcoholic beverages are sold, provided, or consumed pursuant to this Chapter and in accordance with state law. Premises also includes any area (such as a sidewalk café, outdoor dining area, courtyard, or patio) immediately adjacent to the main licensed facility and located on property owned or leased by such Licensee. Private Club means any nonprofit association organized and existing under state law and exempt from federal income taxes pursuant to section 501(c) of the Internal Revenue Code, as amended, and which: 1) Has been in existence for at least one (1) year prior to the fili ng of the application for a License pursuant to this Chapter; 2) Has at least 75 regular dues-paying members; 3) Owns, hires, or leases a building or space within a building for the reasonable use of its members with: a) A suitable kitchen and dining room space and equipment; and b) A sufficient number of employees for cooking, preparing and serving meals for its members and guests; STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 13 of 95 4) Has no member, officer, agent, or employee directly or indirectly receiving, in the form of salary or other compensation, any profits from the sale of alcoholic beverages beyond a fixed salary. Registered Agent means a natural person age 21 years or older and residing in Fulton County, or any county that borders Fulton County, who is designated by a licensed establishment to receive service of process on its behalf. Notice or demand required or permitted by law or under this Chapter may be served upon the Licensee, registered agent, or owner. Restaurant means any public place kept, used, maintained, advertised, and held out to the public as a place where meals are actually and regularly served to patrons, without sleeping accommodations, including a cafeteria, with such place being provided with an adequate and sanitary full service kitchen and dining room equipment, having employed therein a sufficient number and kind of employees to prepare, cook, and serve suitable food for its patrons. At least one (1) meal per day shall be served at least six (6) days per week, with the exception of holidays, vacations, and periods of redecorating, and the serving of those meals shall be a principal portion of the business conducted, with the serving of alcoholic beverages as only incidental thereto. The restaurant s eating area must be at least 40 percent (40%) of the gross square footage of the restaurant facility. Seating space located outside of the main structure (i.e. patios, decks, etc.) shall not be included in calculating seating space. In order to be considered a “full service” restaurant, the business must also meet the requirements of an Eating Establishment. A restaurant that does not meet the requirements of an Eating Establishment under state law may be licensed as a “limited service” restaurant, but must still derive at least 30 percent (30%) of its total annual gross food and beverage sales from the sale of prepared meals or food. Unless otherwise permitted by state law, limited service restaurants do not qualify to sell alcoholic beverages on Sundays. School, School Building, or Educational Building for the purposes of determining distance requirements for the sale of alcoholic beverages shall mean a state, county, city, or church school building, or such buildings at such school in which are taught subjects commonly taught in the common schools and colleges of the state and which are public schools and private schools as defined in O.C.G.A. § 20 -2-690(b). The term "school building" includes only those structures in which instruction is offered. Seller/Server Permit means an authorization granted to an individual by the City to cork, dispense, sell, serve, take orders, and/or mix alcoholic beverages in the City. Service Area means the portion of an indoor recreational establishment located within the same building or structure and adjacent to an Eating Establishment, Private Club, or Restaurant. To the extent that such Eating Establishment, Private Club, or Restaurant holds an on-premise consumption alcoholic beverage license, the consumption of alcoholic beverages within the service area is permitted. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 14 of 95 Shopping Center means a collection of multiple commercial establishments planned and developed as a unit for which common parking facilities are provided on the site. A Shopping Center shall also include a mall or strip center. Special District has the same meaning as provided in Section 4-211 of this Chapter. Special Event has the same meaning as provided in Chapter 64-1. Special Event Alcohol License means an alcoholic beverage license issued for a specific location for a limited amount of time and a limited number of days. An establishment that holds a current on-premise consumption license may apply for an on- premise Special Event Alcohol License but not for off -premise package sales. A non-profit organization may obtain an on-premise special event license for beer, wine and/or liquor as well as an off-premise Special Event Alcohol License for sale of beer and/or wine by the package. Specialty Gift Shop means any retail shop that deals in the sale of foods, specialty foods and gifts that derives not more than 15 percent (15%) of its gross sales from the sale of packaged gift baskets containing non-alcohol related items such as flowers, plants, food or similar items which also contain unbroken containers of beer and/or wine. To qualify for an off-premise alcohol license, a Specialty Shop must have an interior floor area of not more than 5,000 square feet (inclusive of storage), of which more than 60 percent (60%) of interior floor area is devoted to the display for sale of non -alcoholic beverages. A Specialty Gift Shop may not offer check cashing services; maintain a drive- thru window; or maintain on the premises for sale any of the following: liquor, beers containing more than six percent (6%) alcohol by volume, gasoline, diesel fuel, tires, lottery tickets or related games of chance, or tobacco. Spirituous Liquor. For purposes of this Chapter, the term Spirituous Liquor may be used interchangeably with the terms Distilled Spirits and Liquor and will be deemed to have the same meaning. Sports Club means an association or corporation organized and existing under state law, organized and operated primarily to provide a location for the patrons thereof to engage in sporting events. 1) To qualify for an on-premise consumption retailer’s license, a Sports Club must have been actively in operation within the City at least two (2) years prior to an application for license under this Chapter; provided, however, that the two-year (2) operational requirement shall not apply to golf courses or golf club corpora tions where the selling or the serving of alcoholic beverages is to take place on the golf course premises. 2) A Sports Club organized or operated primarily for serving alcoholic beverages shall not qualify for licensing under this Chapter and shall not be permitted to serve alcoholic beverages at any time. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 15 of 95 3) Unless otherwise indicated, a Sports Club Licensee shall comply with all other requirements imposed upon on-premise consumption retailers. Tasting Room means an outlet for the promotion of wine produced by a Georgia Farm Winery by providing samples of such wine to the public and for the sale of such wine at retail for consumption on-premises and for sale in closed packages for consumption off - premises. Samples of wine may be given complimentary or for a fee. Tax means the tax imposed by the City upon any dealer in alcoholic beverages for each calendar month of the year. Temporary Alcoholic Beverage License means a license provided to an applicant that applies for an alcoholic beverage license, complies with the requirements set forth in this Chapter, and who, in the City Manager’s discretion, appears to meet the criteria for receiving a license. Temporary licenses are intended to aid the applicant in opening for business within a short time after passing all required inspections. A temporary license is only valid for 90 days and may be revoked at any time. Underage Person means an individual who is less than 21 years of age. Vendor means any establishment licensed to provide or sell alcoholic beverages at retail under this Chapter. Wholesaler or Wholesale Dealer means any person that sells alcoholic beverages to other wholesale dealers, off-premise retail dealers, or on-premise consumption retailers. Wine or Vinous Beverage means any alcoholic beverage containing not more than 24 percent (24%) alcohol by volume made from fruits, berries, grapes, or honey either by natural fermentation or by natural fermentation with brandy added. These terms include, but are not limited to, all sparkling wines, champagnes, combinations of such beverages, vermouths, and special natural wines, rectified wines, other like products, and Sake, which is an alcoholic beverage often manufactured through a process similar to that of beer but produced from rice and often containing greater than 14 percent (14%) alcohol by volume. These terms do not include cooking wine mixed with salt or other ingredients so as to render it unfit for human consumption as a beverage. A liquid shall first be deemed to be a wine at the point in the manufacturing process when it conforms to this definition. Throughout this Chapter, any reference to wine shall be deemed to include alcoholic consumables that contain wine. Wine Market shall have the same definition as set forth in the definition for Craft Beer and/or Wine Market. Sec. 4-3. – Jurisdiction. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 16 of 95 This Chapter shall apply to the corporate limits of the City and outside the City limits in all territories to which the jurisdiction of the City extends. Sec. 4-4. – Severability. If any provision, clause, sentence or paragraph of this Chapter, or the application thereof to any person or circumstances, shall be held invalid and unconstitutional, such invalidity shall not affect the other provisions or application of the provisions of this Chapter which can be given effect without the invalid provisions or application and, to this end, the provisions of this Chapter are hereby declared to be severable. Secs. 4-5 – 4-9 Reserved. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 17 of 95 ARTICLE II. - LICENSING[2] Footnotes: --- (2) --- State Law Reference— powers of local governing authorities as to granting, refusing, suspension or revocation of licenses generally, O.C.G.A. § 3-3-2; display of license, O.C.G.A. § 3-3-3; local authorization and regulations for manufacture, distribution, and package sales of distilled spirits, sales near churches, schools, O.C.G.A. § 3 -3-21; O.C.G.A. § 3-3-40 et seq.; maximum license fee for distilled spirits, O.C.G.A. § 3 -4-48; local licenses for sale of distilled spirits by the drink, O.C.G.A. § 3 -4-110; local license requirements and regulations for manufacture, distribution, and sale of beers, O.C.G.A. § 3-5-40 et seq.; municipal licenses for the sale of beers, O.C.G.A. § 3 -5-42; restrictions on wholesale license fee, O.C.G.A. § 3-5-43; O.C.G.A. § 3-7-40 local licensing requirements for the sale of wine, O.C.G.A. § 3-6-40; local authorization and regulation of the sale of alcoholic beverages in private clubs, O.C.G.A. § 3 -7-40 et seq.; false swearing, O.C.G.A. § 16-10-71 DIVISION 1. - GENERALLY Sec. 4-10. - License is a privilege. (a) Granted by City Council. Alcoholic beverages may be sold, provided or consumed to or by the public in the City under a license granted by the city council or its designee upon the terms and conditions provided in this Chapter. (b) Privilege. All licenses in this Chapter shall be a mere grant of privilege to carry on the business during the term of the license, subject to all the terms and conditions imposed by this Code and state law. (c) Compliance with local, state and federal law required. Any holder of any alcoholic beverage license issued pursuant to this Chapter is required to apply for and obtain an alcoholic beverage license from the state before any sales commence. Additionally, City licensees are required to display the license prominently at all times on the premises for which the license is issued and abide by all applicable local, state, and federal regulations and laws. Sec. 4-11. – License requirement; prohibitions for non-licensed premises. (a) The manufacturing, distributing, and selling by wholesale or retail of alcoholic beverages shall not be conducted without a permit or license issued by the City. (b) It shall be prohibited for any person that performs or undertakes any type of operation or activity for which an occupation tax certificate is required to keep, possess, store, sell (at wholesale or retail), to provide to others, or to allow alcoholic beverages or consumables on the premises without appropriate, valid and current state and local licenses for such alcoholic beverages and/or STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 18 of 95 consumables. This prohibition shall apply without regard to whether the alcoholic beverages or consumables are intended to be provided free of charge, as a part of any promotion by the owner of the premises or operator of the business, to be given as prizes in connection with any type of contests or raffles (which is prohibited under state law), or intended to be given as bonuses or inducements offered in connection with employment or the purchase of goods and/or services. (c) It shall be prohibited for any person to provide alcoholic beverages or consumables to the general public under the appearance that such alcoholic beverages or consumables are not being sold but are being given away. The sale to any member of the public of any ticket or the charging of any cover charge or fee, for admission to any event or premises where alcoholic beverages are available without further charge, as well as the sale of any ticket, stamp, token or similar item which may be redeemed or exchanged for alcoh olic beverages or consumables is considered a “retail sale” of alcohol under this Chapter and requires an alcoholic beverage license. (d) Any owner or tenant of a location or business, as well as any individual employed by such owner, tenant or business who is present at the time when alcoholic beverages or consumables are being provided by a non -licensed premises or location as described in this section, may be charged with violating the provisions of this Chapter. Sec. 4-12. - Unlicensed sales or deliveries prohibited. (a) It shall be prohibited for any licensee under this Chapter to make deliveries of any alcoholic beverage by the package beyond the boundaries of the premises covered by the license except as allowed by state law. (b) It shall be prohibited for any licensee under this Chapter to allow the sale or delivery of any alcoholic beverage by the drink to any area other than the premises covered by the license. (c) It shall be prohibited for unlicensed individuals to sell alcoholic beverages. (d) Sales by the package by anyone other than a holder of a retail package license are allowed only during special and temporary events approved pursuant to this Chapter. Sec. 4-13. - Display of license required. The City alcoholic beverage license shall at all times be kept plainly exposed to view to the public at the licensed premises. (was 4-97) STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 19 of 95 Sec. 4-14. –Licensee and employees to be familiar with terms. Each alcoholic beverage dealer licensed under this Chapter shall keep a copy of this Chapter in the licensed premises and shall instruct any person working at the licensed premises with respect to the relevant terms of this Chapter. Each licensee, the licensee's agents and employees selling alcoholic beverages shall at all times be familiar with the relevant terms of this Chapter. (modeled from 4-128) Sec. 4-15. - Joint responsibility. Each partnership, corporation or entity shall be jointly responsibl e for the actions of its named licensee, its employees while acting in the scope of their employment, and the conduct of the licensed business. Sec. 4-16. – Effect on licenses held at time of adoption. All licensees holding a valid license for the manufacture, sale or provision of alcoholic beverages issued by the City at the time of the enactment of the ordinance from which this Chapter derives shall be deemed to have complied with all requirements as to application and issuance of licenses under this Chapter for the year of issuance. The licensees shall, however, meet all other requirements as to regulation and control as set forth in this Chapter. Secs. 4-17 – 4-19. - Reserved. DIVISION 2. – QUALIFICATIONS Sec. 4-20. Locations where permitted/prohibited. (a) No alcoholic beverages or consumables may be kept, possessed, stored, sold, provided, consumed, or allowed on the premises of an establishment licensed to conduct business in the City except at establishments holding an alcoholic beverage license under this Chapter. (b) No person, entity or organization may provide alcoholic beverages or consumables to the general public, whether for sale or otherwise, without first obtaining an alcoholic beverage license under this Chapter. (c) No license for alcoholic beverages shall be issued within the City for any establishment, event or location at which patrons are handling deadly weapons, including but not limited to, guns, knives, axes or arrows as a part of the business or event for which a permit is sought. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 20 of 95 Sec. 4-21. - Architectural and zoning standards. All premises for which an alcoholic beverage license is sought or has been issued shall comply with all state and/or City ordinance requirements regarding architectural and zoning standards. Failure to comply with said standards will subject the license to non-issuance, suspension or revocation. The City shall not be held responsible for licenses that are erroneously issued where architectural and zoning standards were not satisfied, and any fees paid by the licensee will be forfeited. Sec. 4-22. - Distance requirements. (a) No person knowingly and intentionally may sell or offer to sell: 1) Any liquor by the package in or within 100 yards of any church building or within 200 yards of any school building, educational building, school grounds, or college campus. 2) Any beer or wine by the package within 100 yards of any school building, school grounds, or college campus. This subparagraph shall not apply at any location for which a license has been issued prio r to July 1, 1981, nor to the renewal of such license. Nor shall this subparagraph apply at any location for which a new license is applied for if the sale of beer or wine was lawful at such location at any time during the 12 months immediately preceding such application. Nothing in this subparagraph shall prohibit a grocery store licensed for the retail sale of only beer or wine for consumption off -premises from selling beer or wine within 100 yards of any school building, school grounds, or college campus, where so permitted by resolution or ordinance of the County or City. As used in this subparagraph, the term "grocery store" means a retail establishment which has a total retail floor space of at least 10,000 square feet of which at least 85 percent (8 5%) is reserved for the sale of food and other nonalcoholic items, conducts all of its sales inside the building containing its retail floor space, and meets such other criteria as may be required by the local governing authority of the County or City. 3) Any beer, wine, or liquor by the package within 100 yards of an alcoholic treatment center owned and operated by this state or any county or city government therein. This paragraph shall not apply to any business having a license in effect on July 1, 1981. As used in this subsection, the term "school building" or "educational building" shall apply only to state, county, city, or church school buildings and to such buildings at such other schools in which are taught subjects commonly taught in the common schools and colleges of this state and which are public schools or private schools as defined under state law. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 21 of 95 (b) Nothing contained in this Section shall prohibit the licensing of the sale or distribution of alcoholic beverages for on-premise consumption by: 1) Hotels of 50 rooms or more which have been in continuous operation for a period of at least five (5) years preceding July 1, 1981; 2) Bona fide private clubs, subject to licensing under this Chapter; and 3) Licensees for the retail sale of alcoholic beverages for consumption on - premises only. (c) For purposes of this Section, distances shall be measured by the most direct route of travel on the ground. (d) As used in this subsection, the term "housing authority p roperty" means any property containing 300 housing units or fewer owned or operated by a housing authority created by Article 1 of Chapter 3 of Title 8, the "Housing Authorities Law.” (e) No person knowingly and intentionally may sell any alcoholic beverages for consumption on the premises within 100 yards of any housing authority property. (f) Distance requirements for the sale of alcoholic beverages, and the manner in which distances shall be measured, shall be governed by state law. (g) Preexisting establishments. No location which is licensed to sell alcoholic beverages on the effective date of the ordinance from which this section is derived shall be denied continued operation under an existing license. (h) New church or schools or other restricted use. As to any location licensed in the future, if the distance requirements in this section are met at the time of issuance of any alcoholic beverage license, the subsequent opening and operation of a church or school or other restricted use facility within the distance prohibited in this section shall not prevent the continuance of an existing license or the issuance of a new license to any subsequent owner of such property. Sec. 4-23. – Applicant standards. (a) No license for alcoholic beverages issued pursuant to this Chapter shall be granted to any person who is not: 1) At least 21 years of age; and 2) A United States citizen, legal permanent resident of the United States; or a qualified alien or non-immigrant under the Federal Immigration and STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 22 of 95 Nationality Act with an alien number issued by the Department of Homeland Security or other federal immigration agency. (b) If the applicant is a partnership or corporation, the provisions of this section shall apply to all its partners, officers, and majority stockholders. Issuance of the license shall be as follows: 1) In the case of a corporation, the license shall be issued jointly to the corporation and the majority stockholder, if an individual. If the majority stockholder is not an individual, the license shall be issued jointly to the corporation and its designated applicant or Licensee Agent under the provisions of this Chapter. 2) In the case of a partnership, the license shall be issued to the partnership and all the partners owning at least 20 percent (20%) of the partnership If no partner owns 20 percent (20%) of the partnership, then the general partner, managing partner or the partner with the greatest ownership will be licensed. (c) No person shall be granted any alcoholic beverage license unless it shall appear to the satisfaction of the City Manager that neither such individual nor any person with 20 percent (20%) or more ownership in the entity, nor any officer or director of the corporation shall have been convicted of, entered a guilty plea or a plea of nolo contendere, or been released from parole o r probation within a period of ten (10) years immediately prior to the filing of such application, for: 1) Moral turpitude; 2) Illegal gambling; 3) Felony possession or sale of controlled substances; 4) Illegal possession or sale of alcoholic beverages, including the sale or transfer of alcoholic beverages to minors in a manner contrary to law; 5) Keeping a place of prostitution; 6) Pandering; 7) Pimping; 8) Public indecency; 9) Prostitution; 10) Solicitation of sodomy; or STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 23 of 95 11) Any sexually related crime. An applicant may establish the required lack of criminal history listed by providing an official Federal Clearance Letter from the Federal Court of the individual’s state of residence or a Criminal History Report from a Police Department, Sheriff’s Department or the official state crime investigation center in the individual’s state of residence. The City Manager may also require a Criminal History Consent Form and/or an Affidavit of Criminal History to be completed and submitted by any individual. (d) It shall be prohibited for any City employee directly involved in the issuance of alcoholic beverage licenses under this Chapter to have any whole, partial, or beneficial interest in any license to sell alcoholic beverages in the City. (e) No license for alcoholic beverages issued pursuant to this Chapter shall be granted to any person who has had any alcoholic beverage license issued by any jurisdiction within the state revoked within two (2) years prior to the filing of the application. (f) The City Manager or City Council may decline to issue an alcoholic beverage license when any person having any ownership interest in the operation of such place of business or having control over such place of business does not meet the same character requirements as set forth in this section for the licensee. (g) Corporate or business applicants shall be of good business reputation. (h) An alcoholic beverage license application may be denied to any applicant for any alcoholic beverage license where it appears that the applicant would not have adequate financial participation in the proposed business to direct and manage its affairs, where the applicant or the Licensee Agent does not have sufficient control over the operations of the business to assure compliance with the provisions of this Chapter, or where it appears that the application is intended to be a mere surrogate for a person who would not otherwise qualify for a license for any reason whatsoever. (previously section 4-73) Sec. 4-24. - Effect of prior criminal history; exceptions. (a) An applicant or Licensee Agent's first-time conviction for illegal possession of alcohol as a misdemeanor or violation of a City ordinance shall not, by itself, make an applicant/Licensee Agent ineligible for an alcoholic beverage license. (b) For purposes of this Chapter, a conviction or plea of guilty or nolo contendere shall not be considered as to any offense for which a defendant was allowed to avail STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 24 of 95 themselves of this state’s first offender provisions, O.C.G.A. § 42-8-60 et seq.; provided, however, that any such offense may be considered where the defendant violated any term of probation imposed by the court granting first offender treatment or committed another crime a nd the sentencing court entered an adjudication of guilt as to the crime for which the defendant had previously been sentenced as a first offender. (modeled after 4-74) Sec. 4-25. Pending application for business on prior licensed premises. Where there is a pending application for a new licensee or a change of ownership for a business that is to be located in premises that have been licensed within a year prior to the pending application, the new applicant may continue to sell alcohol in the same capacity as previously licensed pursuant to a management agreement with the existing licensee for a maximum period of 30 days beyond the sale or transfer of the licensed premises. However, the 30 days of operation under the management agreement shall be counted as the first month of sales for the purposes of calculating the alcohol license fees that are due. If a violation of this Chapter occurs during the 30 days that the business is operating under a management agreement pursuant to this section, both the pri or licensee and the new applicant can be charged and held liable. Moreover, any such violation may serve as grounds for denial of the new license. Secs. 4-26 – 4-29 – Reserved. DIVISION 3 – APPLICATION REQUIREMENTS Sec. 4-30. - Application requirements. (a) City form. All persons desiring to sell alcoholic beverages or desiring to obtain a BYOB License or any other license provided for in this Chapter shall make an application on the form prescribed by the City Manager or his or her designee. (b) Contents. The application shall include, but not be limited to: 1) The name and address of the applicant/Licensee Agent; 2) The proposed business to be carried on and type of license desired; 3) If a partnership, the name and residence address of each partner; 4) If a corporation, the names of the officers; 5) The name and address of the registered agent for the service of the process; STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 25 of 95 6) The name of the manager; 7) The names of all shareholders holding more than 20 percent (20%) of any class of corporate stock, or any other entity having a financial interest in each entity which is to own or operate the establishment for which a license is sought; and evidence of compliance with any prior notice requirements, including but not limited to O.C.G.A. § 3-4-27 where applicable. (c) Financial information. All applicants shall furnish such financial and other information and records as may be required by the City Manager to ensure compliance with the provisions of this Chapter. Failure to furnish information and records pursuant to such request shall automatically serve to dismiss the application with prejudice. (d) Agreements. All agreements between and among any persons or stockholders of corporations or partners of partnerships applying for a license to sell or dispense any alcoholic beverages and which agreements reflect or control ownership, division of profits, sharing of revenues of any kind, including payment of rents, or which agreements reflect any other arrangements in connection with ownership, rents, profit sharing or income shall be in writing, and copies of all these agreements shall, upon request, be furnished to the City Manager. (e) Survey. Except for businesses that meet the definition of an eating establishment, the application shall have attached a survey (dated no more than 180 days prior to submission of the application to the City), certified by a registered surveyor of this state, showing a scaled drawing of the premises, the location on the premises where the applicant desires to operate an alcoholic beverage establi shment, and the distance in linear feet measured pursuant to state law and Section 4 -22 of this Chapter to the nearest church building, school building, educational building, school grounds or college grounds or college campus building. If the applicant is a new owner of an establishment at a location where the sale of alcoholic beverages was lawful at any time during the 12 months immediately preceding such application, a survey is not required. The City Manager has the discretion to waive the survey requirement if it can otherwise be confirmed with clear evidence that there is no school, church, or other restricted facility in proximity to the proposed licensed premises. (f) Notary. All applications shall be sworn to by the applicant/Licensee Agent before a notary public or other officer empowered by law to administer oaths. (g) Consent. Each applicant/Licensee Agent authorizes the City and its agents to secure from any court, law enforcement agency, or other public agency his criminal and civil history and to use such information in determining whether the license applied for shall be issued. Each applicant, as a consideration of the application, further authorizes the City and its agents to use such information in any public STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 26 of 95 hearing with respect to the license applied for, either before or after the issuance of the license. Each applicant waives any right that he or she would otherwise have to preclude the City or its agents from obtaining and using such information, and each applicant further waives any liability of the City or its agents for obtaining and using such information. (h) License fees. The application shall be accompanied by the prerequisite application non-refundable processing fee and license fee(s) as established by the City Council. Except for applications for special event alcohol licenses, all licenses granted under this Chapter shall be for the months remaining in the calendar year after application is made. License fees for new licenses granted shall be based on the number of months remaining in the calendar year; a partial month shall be counted as a full month. (modeled from 4-47) Sec. 4-31. - Separate application for each location and license type required. A separate license application is required for each location of sale and must identify the license category for which application is made. A separate license shall be obtained for each separate location. Locations will be deemed separate if they have different addresses or different entrances with separate trade names. The City may allow an applicant to utilize the same form for multiple alcoholic beverage license types at the same establishment or may require a separate application for the different license types. Under either circumstance, the City Manager and City Council will act upon each license type as a separate application. Pursuant to Ga. Comp. Rules and Regs. 560 -2-3-.15, no establishment licensed to sell beer, wine, and/or liquor for consumption on-premises shall hold any license to sell liquor by the package for the same location. However, on-premise consumption retailers may, subject to the provisions of this Chapter, also apply for and obtain a beer and/or wine package license, provided that all additional requirements are met and additional fees paid. (modeled after 4-48, 4-54) Sec. 4-32. – Accurate application required; consequences for false or misleading statements or omissions. An applicant shall provide complete and accurate information in support of an application. Any material omission, false or misleading information contained in or omitted from an original, renewal or transfer application for an alcoholic beverage license under this Chapter shall be cause for the denial thereof and, if any license has previously been granted, such circumstances shall constitute cause for revocation. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 27 of 95 Sec. 4-33. - Registered agent required. All licensed establishments must have and continuously maintain in Fulton County, or any county that borders Fulton County, a registered agent upon whom any process, notice or demand required or permitted by law or under this Chapter required to be served upon the licensee or owner may be served. This person must be a resident of one of the aforesaid counties. The licensee shall file the name of such designated registered agent, along with the written consent of such individual to serve as the registered agent for the licensee, with the City Manager on such form as he or she may prescribe. (modeled after 4-96) Sec. 4-34. – Non-refundable processing fees. Each application or renewal for an alcohol license under this Chapter shall be accompanied by non-refundable processing fees in an amount to be determined by the City Council to defray processing, administrative, and investigative costs. Processing fees shall be paid at the time the application is filed. Any person applying for more than one (1) license on a given application, to the extent that such is authorized by the City Manager, shall pay only one (1) set of processing fees. (modeled after 4-49) Sec. 4-35. - Withdrawal by applicant; refund of license fee deposit. (a) Any license application made pursuant to this Chapter may be withdrawn by the applicant at any time. (b) If the application is withdrawn before the license is issued, any sums deposited as license fees will be refunded (without interest), less non-refundable processing fees. After issuance of the license, no refund will be made. No refunds shall be made under any circumstances for investigative and administrative expenses required in this Chapter. (c) No license shall be issued for less than a calendar year, and if an issued license is revoked or surrendered before the expiration of a calendar year, the licenses shall not be entitled to any refund. (d) Notwithstanding the foregoing provisions, the City Council may approve a partial refund of the license fee paid to the City if the licensed business cannot continue to be operated due to any action taken by the City beyond the licensee's control (excluding a suspension, revocation or other disciplin ary action). If a refund is approved by the City Council, the refund shall be calculated as follows: 1) Three-fourths of the license fee if the licensee goes out of business during the first quarter of the calendar year. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 28 of 95 2) One-half of the license fee if the licensee goes out of business during the second quarter of the calendar year. 3) One-fourth of the license fee if the licensee goes out of business during the third quarter of the calendar year. 4) No refund if the licensee goes out of business during the fourth quarter of the calendar year. (modeled after 4-50) Secs. 4-36 – 4-39 Reserved. DIVISION 4 – GRANT OR DENIAL OF APPLICATIONS; APPEALS Sec. 4-40. - Consideration of applications by Chief of Police and City Manager. (a) Chief of Police. Each application for an alcoholic beverage license shall be referred to the Chief of Police or his or her designee for investigation. The Chief of Police or his or her designee shall report the findings to the City Manager. Such findin gs shall include a recommendation as to the qualifications of the applicant. (b) City Manager. The City Manager shall have the authority to: (1) Request additional written or investigative information from the applicant or city staff deemed necessary to consider an application prior to a decision; (2) Grant an applicant a Temporary Alcoholic Beverage License or Special Event Alcohol License, consistent with the provisions of this Chapter; (3) Submit an applicant’s completed license application to the City Coun cil for hearing, along with a recommendation for approval; (4) Submit an applicant’s request for “Conditional approval for completion of proposed licensed premises”, in accordance with Sec. 4-43 of this Chapter, to the City Council for hearing, along with a recommendation for approval or denial; (5) Deny any application on the grounds that it is incomplete, fails to show the applicant has satisfied the qualifications set forth in this Chapter or other provisions of this Code; shows the applicant, location, or application would not qualify under State law or Georgia Department of Revenue Regulations; or for other due cause; and STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 29 of 95 (6) Receive and submit an applicant’s appeal of the City Manager’s decision to deny the application to the City Council for he aring, along with a copy of the City Manager’s decision; and (7) Receive an applicant’s appeal of the Police Chief’s decision to deny an alcohol/server permit under Section 4-122(d) and submit such appeal to the City Council for hearing, along with a copy of the Police Chief’s decision. (8) With the exception of Temporary Alcoholic Beverage Licenses or Special Event Alcohol Licenses, no application for an original license shall be granted until a public hearing has been held before the City Council as scheduled by the City Manager or his or her designee. (c) Notice Required. The City Manager shall provide written notice to any applicant whose application is denied. Such written notification shall set forth in reasonable detail the reasons for such denial and shall advise the applicant of the right to an appeal before the City Council with a right to present evidence and cross examine witnesses. Such notice shall be mailed by certified mail to the registered agent at the address provided and to the named licensee at the licensed premises. Delivery shall be deemed to take place on the third day following deposit in the United States mail. (total rewrite) Sec. 4-41. – City Council’s consideration of applications; appeals. (a) Public hearings. The City Council shall hold public hearings to (i) consider license applications and recommendations submitted from the City Manager for action, and (ii) consider applicant appeals from decisions of the City Manager to deny license applications or applicant appeals from decisions of the Police Chief to deny seller/server permits. Witnesses and evidence shall be presented by the City Manager or his or her designee, and the licensee shall be entitled to present evidence and witnesses and cross-examine the City’s witnesses. (b) 10 days’ prior notice. Public hearings shall be scheduled by the City Manager, who shall give at least ten (10) days' prior written notice of the time, place, and purpose of the hearing, and a statement of the charges upon which the hearin g before the City Council shall be held. If to the licensee or licensee’s agent, service of such notice shall be by personal service on the registered agent by the Police Department, Code Enforcement Officer, or other City designee. If personal service fails, the notice shall be mailed by certified mail to the registered agent at the address provided, to the licensee, and to the licensee’s employee. Delivery shall be deemed to take place on the third day following deposit in the United States mail. (c) During or following the hearing, the City Council may: STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 30 of 95 (1) Request additional written or investigative information from the applicant, City Manager, or City staff deemed necessary to consider an application prior to a decision; (2) Consider an application recommended for approval by the City Manager and render a final determination approving or denying the application; (3) Hear any appeal from a decision of the City Manager to deny an application and render a final determination upholding or overturning the City Manager’s decision; (4) Consider a recommendation from the City Manager to grant or deny “Conditional approval for completion of proposed licensed premises” consistent with Sec 4-43 of this Chapter and render a final determination. (5) Deny any application on the grounds that it is incomplete, fails to show the applicant has satisfied the qualifications set forth in this Chapter or other provisions of this Code; shows the applicant, location or application would not qualify under State law or Georgia Department of Revenue Regulations; or (6) for other due cause. (d) Notice Required. The City Council shall provide written notice to any applicant whose application is denied. Such written notification shall set forth in reasonable detail the reasons for such denial. Service of such notice shall be by personal service on the registered agent by the Police Department or Code Enforcement Officer or other designee of the City Manager. If personal service fails, the notice shall be mailed by certified mail to the registered agent at the address provided and to the named licensee at the licensed premises. Delivery shall be deemed to take place on the third day following deposit in the United States mail. (e) Appeal. Any decision by the City Council denying an application shall be final unless the applicant applies to the Superior Court of Fulton County by filing a petition for writ of certiorari within 30 days of the decision rendered by the City Council. (f) Reapplication permitted after one (1) year. In all instances in which denial of an application is final under the provisions of this Chapter, the applicant may not reapply for a license for the same location for at least one (1) year from the date of such final denial. (g) Return of license fee upon denial. If the application is finally denied, and the applicant did not temporarily operate licensed premises under any provision of this Chapter, the license fee, if paid at the time of application, shall be refunded. However, non-refundable processing fees and Temporary License fees will not be STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 31 of 95 refunded. If the applicant operated on prior licensed premises under Section 4 -25 of this Chapter while the application was pending, and the application is denied, the applicant shall be entitled to a pro rata refund of the license fee, if a license fee was paid at the time of application. (per 4-53, but this is redone in its entirety) Sec. 4-42. – Exercise of Discretion. (a) The City Manager and City Council, in their discretion, shall consider the evidence, including any extenuating, aggravating or mitigation facts or circumstances that may affect or reflect upon the applicant, the application, and/or the proposed location of the business in light of this Chapter. (b) If, after consideration of the evidence, the City Council determines that stipulations or conditions should attach to a decision to approve an application, the City Council shall provide for such conditions in its action. (c) In addition to all other authority to grant or deny a license, any application for a license may be denied by the City to safeguard the health, safety and welfare of the community. In making such a determination, the City Council shall assess the extent to which the granting of the license or the continued holding of the license would contribute to issues, including but not limited to, littering, loitering or public consumption of alcoholic beverages in the area of the establishment, and the exposure of minors to the sale of alcoholic beverages because of the number of minors who frequent the establishment. (per 4-75, but significantly revised) Sec. 4-43. – Conditional approval prior to completion of proposed licensed premises. If a building in which a holder of an alcoholic beverage license intends to operate under this Chapter is, at the time of the application for a license, not in existence or not yet completed, a license may be conditionally approved by the City Council for the location, provided the plans for the proposed building clearly show an intention to comply with all local, state, and federal requirements. No sales or consumption shall be allowed in the establishment until it has been completed in accordance with the plan s and is in conformity with the requirements of this Chapter, local ordinances and all state and federal laws and regulations. Secs. 4-44 – 4-49 Reserved. DIVISION 5. – EXPIRATION, RENEWAL, FORFEITURE, AND TRANSFER STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 32 of 95 Sec. 4-50. – Annual expiration; renewal requirements. (a) All licenses granted under this Chapter shall expire on December 31 of each year. Licensees shall be required to file a renewal application accompanied by the requisite fee with the City Manager on the form provided for a renewal license for the ensuing year. (b) The Applicant for renewal shall be required to comply with all rules and regulations for the granting of licenses each year, including the submittal of the required forms, reports or other requested data establishing compliance with criminal history requirements of this Chapter. (c) Alcoholic beverage license renewal applications and payments are due on or before November 15 of each year. Renewal applications and payments received between November 16 and December 15 are subject to a ten percent (10%) lat e fee, plus interest. (d) Licensees failing to renew their alcoholic beverage licenses on or before December 15 must reapply for an alcoholic beverage license. In such cases, the application will be treated as if no previous license had been held, includin g the need to review the investigative, zoning, and distance requirements. Under this situation, the Applicant shall be required to pay the ten percent (10%) penalty, plus interest, along with other fees associated with a new application. The City shall not be responsible for the consequences of delays in the issuance of any license under this Chapter. (modeled after 4-101) Sec. 4-51. - Automatic forfeiture of license for nonuse. (a) All holders of licenses under this Chapter must, within six (6) months after the issuance of said license, open for business the establishment referred to in the license. Failure to open the licensed establishment within six (6) months after the issuance of such license shall serve as cause for the revocation of such license, and no refund of license fees or other related fees shall be made. A three -month (3) extension to the original six-month (6) period may be granted by the City Manager if requested within the said six-month (6) period in compliance with other sections of this Chapter. (b) Any Licensee under this Chapter who shall for a period of three (3) consecutive months after the license has been issued cease to operate the business and sale or service of the products authorized shall automatically forfeit the license without the necessity of any further action. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 33 of 95 (modeled after 4-102) Sec. 4-52. - Transferability of license. No alcoholic beverage license shall be transferable, except as otherwise provided in this section. (a) In the event of the death of a licensee, the establishment shall be allowed to continue to sell or serve alcoholic beverages, or otherwise continue to operate with a BYOB License, in accordance with this Chapter, for a period of 45 days from the date of death, or until the expiration of the license, or until approval of a new licensee, whichever shall first occur; provided that no sale or on -premise consumption of alcoholic beverages shall be allowed until such time as a personal representative of the estate, appointed by a probate court of competent jurisdiction, shall make an application for new license or transfer with the City Manager. (b) If a license is surrendered or a licensee severs his or her association with a licensed establishment but there is no change in ownership, the establishment may continue to sell or serve alcoholic beverages, or otherwise continue to operate with a BYOB License or other license issued under this Chapter, in accordance with this Chapter, for a period of 45 days from the date of surrender, or from the date determined by the City Manager to be the date of severance; provided that no such establishment may sell or serve alcoholic beverages or otherwise operate pursuant to any license under this Chapter until such time as a new application for a license is made. The application shall indicate that no change of ownership has occurred, except as allowed for in this section. Upon issuance of a new license, the authorization related to alcoholic beverages under the previous license shall be revoked by operation of law. No additional license fees shall be required during the period for which the original license was issued. (c) Nothing in this Section shall prohibit one (1) or more of the partners, members or shareholders holding a license from withdrawing from the partnership, corporation or entity in favor of one (1) or more of the partners, members or shareholders who held an ownership interest at the time of the issuance of the license. This Section shall not prohibit transfer of stock between persons who held stock in the corporation at the time of issuance of the license nor shall it prohibit transfers of stock which do not result in any person increasing his or her stock holdings to a total of ten percent (10%) or more of any class of stock. (d) Except as provided in subsections (a) through (c) of this Section, any change in the ownership of any entity owning a licensed establishment sha ll cancel and revoke any license pursuant to this Chapter automatically, without the necessity of any hearing. (e) Should a licensee wish to change its location, but continue to operate the same business, said licensee may make application to the City Manager for a transfer of STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 34 of 95 location. Should such a transfer of a location be approved, with no change of ownership of the business, the license fee paid for the previous license shall be applied to the new location. Each applicant for a transfer of location shall pay a transfer fee as set forth from time to time by City Council ordinance. (f) Violation of this Section may result in the suspension or revocation of the license being used and/or a fine on the new ownership and the old ownership as provided in this Chapter. (g) If a violation of this section results in revocation of the license, no license will be issued to the old or the new owner in the City for one (1) year from the date of such violation. (modeled after 4-99) Secs. 4-53 – 4-59. Reserved. DIVISION 6. – SUSPENSION, REVOCATION, OTHER PENALTIES Sec. 4-60. – Suspension or revocation of license or permit; other penalties authorized. (a) The City Council shall be authorized to suspend or revoke an alcoholic beverage license or permit or impose other penalties upon the licensee, licensee’s employee, or licensee’s agent under the conditions set forth in this Chapter. However, no revocation, suspension or other penalty shall be imposed without first providing the notice, hearing, and appeal rights as more specifically provided in this Chapter. (b) No alcoholic beverage license or permit, after having been issued, shall be suspended or revoked except for due cause. Sufficient grounds, or due cause, for the suspension or revocation of a license or the imposition of other penalties include, but are not limited to, the following: 1) The violation of the laws or ordinances regulating the business; 2) The violation of any local, state or federal law; 3) The violation of provisions of this Chapter; 4) Any reason which would authorize the City to refuse the issuance of a license or permit; 5) Where a licensee has failed to open for business within six (6) months after approval of the license; provided however, that prior to the expiration of STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 35 of 95 such period, the City Manager may extend the time in which a licensee is required to open for business by up to three (3) months, upon the timely receipt of a written request from a licensee for such an extension; 6) After opening, where a licensee has ceased to operate the business for a period of three (3) consecutive months; 7) Where a licensee's state license or permit for the sale of alcoholic beverages has been suspended or revoked; 8) Where a licensee or such licensee’s employee or agent, has sold or served alcoholic beverages or allowed patrons to bring their own alcohol to the premises during a period of suspension; 9) Where a licensee has provided incomplete, fraudulent or untruthful information in the original application or renewal process for an alcoholic beverage license; 10) Where a licensee has failed to file necessary reports, failed to cooperate in any matter related to the license, failed to pay any fee, license fee, tax, fine or other amount due to the City under this Chapter or any other licensing ordinance of the City, has failed to file a required return or to pay taxes imposed, or has failed to maintain any and all of the general qualifications applicable to the initial issuance of a license as set forth in this Chapter; 11) Where a licensee, or such licensee's employee or agent, has served or sold any alcoholic beverage to any person that the licensee or the licensee's employee or agent knew or should have known to be under the age of 21 years; 12) Where a licensee, or such licensee's employee or agent, has served or sold any alcoholic beverage to any person that the licensee or the licensee's employee or agent knew or should have known to be in a state of intoxication at the time of service; 13) Where a licensee, or such licensee’s employee or agent, has allowe d any person to consume alcohol pursuant to a BYOB license when the licensee, licensee’s employee or agent knew or should have known that such person was in a state of intoxication; 14) Where a licensee has violated any other law, ordinance or regulation governing the operation of establishments licensed to sell alcoholic beverages or which is reasonably related to the operation of such establishments; STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 36 of 95 15) Where a licensee, or such licensee's employee or agent, has violated any other provision of this alcoholic b everage Chapter or state law; 16) Where a licensee or an individual or person with 20 percent (20%) or more ownership in the entity, or any officer or director of the licensee shall have a conviction for any of the following subsequent to issuance of the lice nse: moral turpitude, illegal gambling, felony possession or sale of controlled substances, illegal possession or sale of alcoholic beverages, including the sale or transfer of alcoholic beverages to minors in a manner contrary to law; keeping a place of prostitution; pandering; pimping; public indecency; prostitution; solicitation of sodomy; or any sexually related crime. 17) In addition to all other authority to suspend or revoke a permit or license, any license may be suspended or revoked to safeguard the health, safety and welfare of the community. In making such a determination, the city council shall assess the extent to which the continued holding of the license would contribute to issues, including but not limited to, littering, loitering or public con sumption of alcoholic beverages in the area of the establishment, and the exposure of minors to the sale of alcoholic beverages because of the number of minors who frequent the establishment. Sec. 4-61. – Notice of violations; City Manager’s authority. (a) Chief of Police and Finance Director. The Chief of Police and Finance Director shall notify the City Manager of violations by licensees, licensee’s employees, or licensee’s agents related to enforcement and administration of this Chapter that reflect the failure to comply with the requirements of this Chapter or state or federal law. (b) City Manager. Upon information known to or received by the City Manager that creates a reasonable belief that a licensee, licensee’s employee, or licensee’s agent has violated law or otherwise failed to comply with requirements of this Chapter, the City Manager shall have the responsibility and authority to: 1) Evaluate the severity of the situation and immediately ensure appropriate measures are taken with regard to any health, safety or welfare concerns to address any immediate threat of harm or damage based upon the information received; 2) Authorize any investigation needed on the part of appropriate persons, requesting additional written or investigative informatio n from the licensee, city staff, or other authorities or persons deemed necessary to consider the actions or inactions of the licensee, licensee’s employee, or licensee’s agent; STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 37 of 95 3) After providing the licensee, licensee’s employee, and/or licensee’s agent with notice of violations and the opportunity to respond to the charges, and following the receipt and consideration of any response, the City Manager shall determine whether due cause exists to recommend action against the licensee, licensee’s employee or licensee’s agent, up to and including revocation of the license or permit. 4) Upon a finding of due cause, the City Manager shall provide written notice to the licensee, licensee’s employee, and/or licensee’s agent, as appropriate, setting forth in reasonable detail the facts upon which due cause exists to take action, the nature of the proposed action, and advising of the scheduling of a public hearing before the City Council with a right to present evidence and cross examine witnesses. Such notice shall be mailed by certified mail to the registered agent at the address provided, to the named licensee at the licensed premises, and to any person alleged to have committed the violation. Delivery shall be deemed to take place on the third day following deposit in the United States mail. A copy of the notice shall also be provided to the City Council. Sec. 4-62. – Conduct of public hearing by City Council. (a) Public hearings. The City Council shall hold public hearings to consider recommendations submitted from the City Manager for action based on due cause for violations of a licensee, licensee’s employee, or licensee’s agent, based on due cause as described in of this Chapter. Witnesses and evidence shall be presented on behalf of the City by the City Manager or his or her designee, and the licensee, licensee’s employee, or licensee’s agent shall be entitled to present evidence and witnesses and to cross-examine the City’s witnesses. (b) 10 days’ prior notice. Public hearings shall be scheduled by the City Manager, who shall give at least ten (10) days' prior written notice to the licensee of the time, place, and purpose of the hearing, and a statement of the charges upon which the hearing before the City Council shall be held in accordance with this Section. If to the licensee or licensee’s agent, service of such notice shall be by personal service on the registered agent by the Police Department, Code Enforcement Officer, or other City designee. If to the licensee’s employee, personal service shall be upon the employee. If personal service fails, the notice shall be mailed by certified mail to the registered agent at the address provided, to the licensee, and to the licensee’s employee. Delivery shall be deemed to take place on the third day following deposit in the United States mail. (c) Upon hearing the matter, the City Council, shall render a decision as to whether due cause exists for action against the licensee, licensee’s employee, or licensee’s agent. If due cause exists, the City shall determine the appropriate penalty, up to and including suspension and/or revocation of a permit or license. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 38 of 95 (d) Appeal. Any decision by the City Council denying an application shall be final unless the applicant applies to the Superior Court of Fulton County by filing a petition for writ of certiorari within 30 days of the decision rendered by the City Council. (e) Reapplication permitted after one (1) year. In all instances in which a license is revoked, the licensee may not reapply for a license for the same location for at least one (1) year from the date of such final denial. (f) No return of license fee upon revocation. If the license is revoked, the licensee shall not be entitled to the return of all, or any portion of, the license fee. Sec. 4-63. – Exercise of discretion; consideration of mitigating factors. (a) Nothing in this Section shall be deemed to require suspension or revocation of a license, and each violation should be considered at the discretion of the City Council on a case by case basis. The City Manager and City Council, in their discretion, shall consider the evidence, including any extenuating, aggravating or mitigation facts or circumstances that may affect or reflect upon the applicant, the application, and/or the location of the business in light of this Chapter. (b) Penalties for the licensee may be mitigated by the City Council upon presentation of evidence that the licensee established practices and procedures to prevent the violation from occurring. Such mitigating factors may include: 1) Attendance at a Responsible Alcohol Sales and Service (RASS) workshop by the licensee and/or managers; 2) Implementation and components of written policies; 3) Evidence that employees have or do not have alcohol seller/server permits; 4) Evidence that the licensee conducts its own "secret shopper" or internal "sting" operations and the results therefrom; 5) Implementation and components of an employee training program; 6) Length of time in business; 7) Whether the ID was requested; 8) The degree to which the licensee has other procedures in place to monitor its alcohol servers/sellers for compliance; STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 39 of 95 9) Whether the licensee enforces a zero-tolerance policy in which employees are terminated for any knowing violation of this Chapter; and 10) Other evidence demonstrating the licensee's efforts to comply with the ordinance and prevent illegal alcohol sales or service in the licensed establishment and the community at large. (was 4-122, 4-125) Sec. 4-64. – Consideration of progressive actions; mandatory penalties for sale or service to persons under 21; criminal penalties. (a) If a licensee is found to have violated any provision of this Chapter, excluding selling or serving underage persons, the City shall ordinarily give consideration to the following progressive actions: 1) The first alleged violation in a 12-month period shall result in a mandatory hearing before the City Council and the issuance of a warning or a license suspension for a period of up to thirty (30) days if the violation is sustained. 2) The second alleged violation within a consecutive 12 -month period shall result in a mandatory hearing before the City Council and the issuance of a license suspension for a period of up to sixty (60) days if the first and second violations were sustained. 3) The third alleged violation within a consecutive 12-month period shall result in a mandatory hearing before the City Council and cause the revocation of the license and the inability of the licensee to obtain a license from the City for a term of up to three (3) years from the date of revocation if the first, second, and third violations were sustained. (b) If a licensee or employee of such licensee has a conviction (including for purposes of this paragraph, a plea of nolo co ntendere or the forfeiture of bond) for the violation of O.C.G.A. § 3-3-23 or any section of this Chapter relating to the sale or service of alcoholic beverages to any person under 21 years of age, the following minimum penalties shall apply: 1) The first conviction shall result in a mandatory hearing before the City Council, a minimum fine of $500.00, and may result in a license suspension for a period of up to thirty (30) days. 2) The second conviction within a consecutive 24 -month period shall result in a mandatory hearing before the City Council, a minimum fine of $750.00, and a license suspension for a minimum period between seven (7) and sixty (60) days. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 40 of 95 3) The third conviction within a consecutive 24-month period shall result in a mandatory hearing before the City Council, a minimum fine of $1,000.00, and revocation of the license absent a showing of mitigating circumstances deemed sufficient in the discretion of the City Council to allow retention of the license. (c) Nothing contained in this Chapter shall be construed to preclude the City Council from suspending or revoking an alcoholic beverage license or alcohol seller/server permit for a period exceeding those described in this Section if the City Council determines in its discretion that such action is n ecessary and in the best interest of the public health, safety and welfare of the City. (d) For any license suspension of less than thirty (30) days, the licensee will not be required to remove alcoholic beverages from the premises, but shall be required to secure with lock and chain, or similar locking mechanism, all refrigeration units containing alcoholic beverages, and remove non-refrigerated alcoholic beverages to an on-premises locked storage area or otherwise secure such beverages so that they are out of view and access of the public. (e) Actions taken by the City Council shall be in addition to any criminal citation and prosecution by the City. Each violation of this Chapter shall constitute a separate offense subject to a separate citation and penalties. Criminal penalties may result in a fine not to exceed $1,000.00, imprisonment not to exceed sixty (60) days, or both. (was 4-123) Secs. 4-65 – 4-69. Reserved. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 41 of 95 ARTICLE III. LICENSE TYPES & SPECIAL PROVISIONS DIVISION 1. LICENSE TYPES Sec. 4-70. – Types of licenses and permits. Subject to satisfying the qualifications and requirements contained in this Chapter and local, state and federal law, Applicants may apply for the licenses and permits identified in this Chapter. (a) Off-Premise Licenses. Applicants that satisfy the applicable zoning and distance requirements may apply for a consumption Off-Premise License that includes one (1) or more of the following types of retail package categories for Off -Premise Licenses: 1) Retail Package Beer License: Allows retail sale of beer in the original package, Growler or Crowler. This license type would be available to the following types of qualified establishments: Brewpubs, City Food Markets, Craft Beer and/or Wine Markets, Growler/Crowler Shops, Hotels, O n- Premise Consumption Licensees that would also like to sell beer by the package, and other general package establishments not specifically prohibited or specifically provided for under this ordinance. Package beer license holders may not hold a BYOB License. 2) Retail Package Wine License: Allows retail sale of wine in the original package. This license type would be available to the following types of qualified establishments: City Food Markets, Craft Beer and/or Wine Markets, Hotels, On-Premise Consumption Licensees that would also like to sell wine by the package, and other general package establishments not specifically prohibited or specifically provided for under this ordinance. Package wine license holders may not hold a BYOB License. 3) Retail Package Distilled Spirits License: Allows retail sale of distilled spirits in the original package. This category of license shall only be available to be issued to an Off-Premise distilled spirits retailer, distillery or micro- distillery. On-Premise Consumption Licensees are prohibited from selling or providing distilled spirits in the original package to patrons, except for distilleries and micro-distilleries. (b) On-Premise Licenses. Applicants that satisfy the applicable zoning and distance requirements may apply for a Consumption On -Premise (COP) license that includes one (1) or more of the following types of retail consumption categories of On-Premise Licenses: 1) Beer/Wine/Liquor COP License: Allows retail sale of beer, wine, and liquor for consumption on-premises. This license type would be available to the STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 42 of 95 following types of qualified establishments: Assembly Halls, Brewpubs, City Food Markets, Courtyard Markets, Eating Establishments, Events Facilities, Food Hall Cafes, For-Profit and Non-Profit Special Events, Free-Standing Vendors, Golf Courses, Hotels, Limited Service Restaurants, Restaurants, Private Clubs, Sports Clubs, and other establishments not prohibited under this Chapter. 2) Beer and/or Wine COP License: Allows retail sale of beer and/or wine by the drink. This license type would be available to the following types of qualified establishments: Assembly Halls, Brewpubs, City Food Markets, Eating Establishments, Events Facilities, Food Hall Cafes, For-Profit and Non-Profit Special Events, Free-Standing Vendors, Golf Courses, Hotels, Limited Service Restaurants, Restaurants, Private Clubs, Sports Clubs, and other establishments not prohibited under this ordinance. 3) Limited Beer and/or Wine COP License: Allows limited sales and/or consumption of alcoholic beverages on premises as governed by corresponding specific sections of this Chapter. These licenses include Ancillary Licenses, BYOB Licenses, Incidental Licenses, Limited Tap Licenses, as set forth in Section 4-78, and any other limited service licenses that may be approved by the City. (c) Hybrid and Other Licenses/Permits. Applicants that satisfy the applicable zoning and distance requirements may apply for the following other licenses: 1) Sunday Sales License: Separate alcoholic beverage license and payment of appropriate fees required for the Sunday sale of alcoholic beverages for consumption on-premises or by the package for off-premises consumption (to the extent allowed by state law). Farm Wineries, distillers, and brewers are not required to obtain a separate Sunday Sales License to provide alcohol on Sundays as long as they are operating in compliance with applicable local and state laws regarding the sale of alcoholic beverages. 2) Alcoholic Beverage Catering License: Allows an on-premise consumption retailer qualified under state law to deliver and serve alcohol at special events, private functions, and other establishments. This license does not eliminate the need for a Special Events Alcohol License if otherwise required by this Chapter. 3) Brewpub License: Hybrid license allows an Eating Establishment that satisfies the definition and requirements of a Brewpub to manufacture beer as well as sell beer by the drink for consumption on-premises and by the package for consumption off-premises. 4) Courtyard Market License: Allows owner or property manager of a commercial or retail center that meets the requirements of a Courtyard STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 43 of 95 Market to hold events or have free-standing vendors sell or serve alcohol within a designated courtyard area on the licensed premises without being required to obtain a separate special event alcohol license. The applicant for a Courtyard Market license shall show by plat or survey, submitted with the license application, the physical delineation of the area in which alcoholic beverages will be sold, consumed, and stored and such area shall be included as part of the premises as defined in this section. Licenses to sell alcoholic beverages for consumption on-premises as a Courtyard Market may only be issued to the owner or property manager of the Courtyard Market. 5) Craft Beer and/or Wine Market: Hybrid license allows an establishment that satisfies the definition and requirements of a Craft Beer and/or Wine Market to sell beer and/or wine both by the drink for consumption on -premises as well as by the package for consumption off -premises. Holders of this license: a) Shall offer a minimum of fifty (50) different beer and/or wine selections. b) May sell craft beers and wines for consumption on -premises and/or package (including Growlers/Crowlers), provided however, the sale and/or consumption of liquor is strictly prohibited at such locations. c) Shall be permitted in areas currently zoned to allow for consumption on -premises. d) Shall meet all distance requirements for a consumption on- premise license as well as an off -premise beer and/or wine package license. 6) Farm Winery License: Hybrid license allows an establishment that satisfies the definition and requirements of a Georgia Farm Winery to sell wine produced in Georgia at its premises by the package or for consumption on- premises as authorized by Georgia law. 7) Specialty Gift Shop License: Off-premise retail package license allows for the sale of beer and/or wine by the package for consumption off -premises. This license is available at a reduced rate due to the incidental nature of alcohol sales for this type of business. 8) Manufacturer’s License: Applies to breweries, distilleries, microbreweries and micro-distilleries. The fees for such licenses will be set from time to time by the City Council. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 44 of 95 9) Grand Opening/Annual Promotion Permit: Any establishment licensed to do business in the City and meeting all other location and service requirements to be open to the public and serve alcoholic beverages for consumption on- premises may apply for a Grand Opening/Annual Promotion Permit. Such permit allows the holder to provide beer and wine for consumption on - premises of its business establishment for a single four (4) hour period in any given year for the purpose of celebrating the business whether for a grand opening, anniversary, or other special event. The establishment must abide by all other provisions of this Chapter, including prohibitions against providing alcohol to minors and intoxicated patrons. The estab lishment may not receive money or donations for the alcohol served in accordance with such a permit. Employees or volunteers of the Grand Opening/Annual Promotion Permit, working the event in any position in any position dispensing, selling, serving, taking orders, or mixing alcoholic beverages shall not be required to obtain an alcohol seller/server permit for the special event, provided that no person under 18 years of age may dispense, sell, serve, or take orders for alcoholic beverages. 1) Temporary Alcoholic Beverage License: Pursuant to Section 4-71 of this Chapter, issued for a limited duration to an applicant whose application for a license appears on its face to meet all of the requirements of this Chapter and the zoning ordinance. This license may be suspended or revoked if it is determined that the application or the applicant does not meet the City’s requirements to hold an alcohol license. 2) Special Event Alcohol License: a) For existing Consumption On-Premise Licensed Establishments: A Special Event Alcohol License may be issued to any establishment licensed to sell alcoholic beverages for consumption on -premises to allow such establishment to sell alcoholic beverages for consumption within the fixed boundaries of the physical area where a special event is held; provided the term of such permit shall not exceed the time permitted by the approved Special Event Permit issued under Chapter 64. The Licensee must submit an application and pay the required non-refundable fee, and, in relation to the Special Event Alcohol License, shall be required to comply with all licensing requirements associated with its Consumption On-Premises License with the exception of the full-service kitchen requirement. Notwithstanding any other term or prohibition in this Chapter, the holder of the Special Event Alcohol License may be authorized, upon terms and conditions identified by the City Manager, to pour alcohol at the special event and allow open container consumption within the STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 45 of 95 fixed boundaries of the physical area where the special event is to be held. The event must have been permitted as an approved special event, as described in Chapter 64, prior to the issuance of a Special Event Alcohol License. b) For non-profit civic organizations: A Special Event Alcohol License may be issued to any non-profit organization for a period not to exceed the time permitted by the approved Special Event Permit issued under Chapter 64. The Applicant must submit an application and pay the required non-refundable processing fee and shall be required to comply with all licensing requirements for a consumption on-premises establishment with the exception of the full-service kitchen requirement. Notwithstanding any other term or prohibition in this Chapter, the holder of a Special Event Alcohol License may be authorized, upon terms and conditions identified by the City Manager, to pour alcohol at the special event, sell sealed packaged beer and/or wine for off-premise consumption, and allow open container consumption within the fixed boundaries of the physical area where the special event is to be held. In the event that open container consumption is so authorized within the fixed boundaries of the physical area where the special event is to be held, any other ho lder of a Consumption On-Premises License whose licensed premises is located entirely within the fixed boundary of the special event site shall likewise be authorized to allow open container alcohol consumption within the special event boundary. This open container consumption accommodation shall only be authorized, if at all, during the term of the special event. Any employee or volunteer of a non-profit Special Event Alcohol License, working the special event in any position dispensing, selling, serving, taking orders or mixing alcoholic beverages shall not be required to obtain an alcohol seller/server permit for the special event, provided that no person under 18 years of age may dispense, serve, or take orders for alcoholic beverages. The special event must meet the following criteria prior to the issuance of a Special Event Alcohol License: (1) The event must have been permitted as an approved special event, as described in Chapter 64, prior to the issuance of a special event alcohol license. (2) The special event must be associated with and benefit the cause of a non-profit charitable or civic organization. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 46 of 95 c) Not to be issued for BYOB. BYOB is not allowed at any special event as defined in this Chapter. d) Chief of Police’s authority to revoke. The Chief of Police or his or her designee may immediately revoke any Special Event Alcohol License if it is determined continued alcohol sales may endanger the health, welfare, or safety of the public. e) Indemnification required. As a condition on the issuance of a Special Event Alcohol License, the licensee shall indemnify and hold the City harmless from any and all claims, demands, or causes of action that may arise from activities associated with the special event. (modeled after 4-168) 4-71. - Temporary Alcoholic Beverage Licenses. (a) Authority. The City Manager is authorized to issue temporary licenses for the sale of alcoholic beverages, either beer, wine and/or liquor, subject to the conditions set forth in this Section. (b) Not to exceed 90 days; requirements. Temporary licenses may be issued for such period as may be determined by the City Manager, not to exceed 90 days. No such license shall be issued unless: 1) An application for a license is filed with the City Manager and payment in full of the fee thereof has been deposited with, and cleared, the City’s financial institution. 2) The City Manager is satisfied that the location for the proposed license substantially complies with the provisions of this Chapter authorizing such license in the City. 3) The denial of a temporary license would create undue hardship upon the applicant, such as the closing of an existing business or delaying of the opening of a new business. 4) There is an agreement by the applicant that the temporary license may b e revoked, with or without cause, by the City Manager at any time. (c) Fee. The fee for issuance of a temporary license under this Section shall be established from time to time by the City Council. (d) Extension of temporary license. If, at least three (3) business days prior to the expiration of a temporary license, the applicant requests and explains why an extension is needed, and the City Manager finds the factual circumstances surrounding the request to support the granting of an extension; the City Manager STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 47 of 95 is authorized to extend the period of the temporary license up to an additional sixty (60) days and charge an additional temporary license fee. Should an applicant have reason to seek an extension beyond the first extension of an additional sixty (60) days and the City Manager finds the factual circumstances surrounding the additional extension request to support the granting, then the City Manager shall present the request to City Council for consideration and approval or denial at the next regular session of City Council. (e) No bearing on decision for license. The grant or denial of a temporary license under the provisions of this Section shall not affect or have any bearing upon the grant or denial of a license. The City shall not be liable to the applicant if, for any reason, a license is not issued either prior to the expiration of the temporary license or not issued at all. (modeled after 4-167) Sec. 4-72 – 4-74 Reserved. DIVISION 2. - ADDITIONAL PROVISIONS FOR SPECIFIC LICENSE TYPES Sec. 4-75. - On-premise consumption retailers also licensed as off-premise beer/wine retailers. On-premise consumption retailers may, subject to the provisions of this Chapter, obtain a beer and/or wine package license for sales of beer or wine that has been unopened in the original package. The following shall apply to on -premise consumption retailers that are also licensed as off-premise beer and/or wine retailers: (a) Except as provided for by state law, no on -premise consumption retailer shall sell beer and/or wine by the package for consumption off-premises unless such licensee also obtains a separate license for beer and/or wine package sales; (b) Beer and/or wine for consumption off-premises sold in connection with this Section are subject to the following provisions: 1) Beer and/or wine shall be properly labeled in accordance with this Chapter and state law; 2) Beer and/or wine purchases may only be made in conjunction with a food purchase; 3) No more than one (1) bottle of wine and/or one (1) package of beer may be sold to a legally aged patron; STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 48 of 95 4) The price of beer and/or wine for consumption off-premises must be the same as the price for beer and/or wine consumed on premises. (c) Wine that has been opened for consumption on the premises may be removed from the premises by the patron only when the licensee has complied with the “Merlot to Go” provisions of Section 4-134 of this Chapter and state law governing the same. This subsection does not apply to beer that has been opened for consumption on the premises; (d) Sales of beer and/or wine by the package may only be processed b y employees or agents authorized by the licensee and meeting the qualifications of this Chapter to sell alcoholic beverages; (e) Nothing in this Section shall authorize, permit, or otherwise allow an on -premise consumption retailer to obtain a license as an off-premise liquor retailer. (f) Notwithstanding any of the provisions of this Section, on -premise consumption retailers shall not sell beer or wine by the package for carryout purposes: 1) On any day or at any time when the sale of package beer or wine for carryout purposes is otherwise prohibited by law; or 2) At any location which is within distances to grounds or buildings where the sale of alcoholic beverages for carryout purposes is otherwise prohibited by law. Except as otherwise provided by this Code, this Section shall not apply t o licensees for assembly halls/special event facilities, for-profit special events, brewpubs, private clubs, or any establishment not otherwise licensed for consumption on -premises except restaurants and eating establishments, including limited service restaurants, regularly serving prepared food, with a full-service kitchen, prepared to serve food every hour they are open. Sec. 4-76. – Growlers or Crowlers. (a) The sale of Growlers or Crowlers requires a separate Growler/Crowler License. Brewpubs, Craft Beer and/or Wine Markets, Eating Establishments and Restaurants may also be licensed to sell Growlers or Crowlers if they meet all other requirements to hold an off-premise beer and/or wine package license. Establishments that sell liquor by the package are prohibited from also selling Growlers or Crowlers. (b) The filling of Growlers or Crowlers by means of a tapped keg shall not constitute the breaking of a package as contemplated by O.C.G.A. § 3-3-26 or this Section. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 49 of 95 (c) Growlers or Crowlers may only be filled from kegs procured by the licensee from a duly licensed wholesaler. (d) Only professionally sanitized and sealed Growlers or Crowlers may be filled and made available for retail sale. (e) Each Growler or Crowler must be securely sealed and removed from the premises in its original sealed condition. (f) As with any other off-premise package license, unless the licensee holds a separate on-premise consumption license, consumption on -premises is strictly prohibited. Sec. 4-77. – Off-premise distilled spirits retailers (a) No liquor by the package shall be sold at retail except in: 1) Retail establishments devoted exclusively to the retail sale of alcoholic beverages by the package; 2) Retail establishments in which space has been set aside devoted exclusively to the retail sale of liquor by the package, with ingress and egress provided directly to and only to the exterior of the building in which the facility is located and not to any other enclosed part of the building in which the facility is located. (b) Nothing in this Section shall prohibit the retail sale within these establishments of beer, wine, alcohol consumables, liquid commodities and/or mixes normally used in the preparation and serving of liquor. (c) Off-premise distilled spirits retailers shall indicate plainly, by tag or labels on the bottles or containers or on the shelf immediately below wh ere the bottles or containers are placed, the prices of all liquor exposed or offered for sale. The retailer shall not display prices or brand names in such a way as to be visible from the outside of the establishment. Sec. 4-78. - Limited service on-premise licenses. Certain establishments may be qualified to obtain licenses that allow for limited service of certain alcoholic beverages as follows: (a) Ancillary Beer and/or Wine Tasting License. The holder of an off-premise beer only, wine only, or beer and wine retail license, may be eligible for an ancillary beer and/or wine tasting license to provide samples of the beer and/or wine it offers for sale by the package to patrons upon meeting all of the requirements specified in this Chapter and paying the required fees. Holders of off-premise liquor licenses STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 50 of 95 are not eligible for an ancillary beer and/or wine tasting license. An Ancillary License may be utilized at an approved establishment only under the following conditions: 1) Sampling shall be on limited occasions when a patron requests a sample of a beer and/or wine offered for sale within the premises or in conjunction with education classes and sampling designed to promote beer and/or appreciation and education. 2) Beer and/or wine tasting for patrons shall only be conducted at a counter area constituting no more than ten percent (10%) of the entire floor area of the premises. 3) Beer and/or wine sampling for patrons shall not exceed two (2) ounces per sample, and no patron shall consume more than eight (8) ounces in any two-hour (2) period. 4) Beer and/or wine bottles shall be opened only by the licensee or an employee, and samples shall only be poured by the licensee and/or an employee. 5) No open containers of beer and/or wine shall be removed from the licensed premises. 6) The holder of an Ancillary Beer and/or Wine Tasting License may conduct educational classes and sampling for classes. All conditions of sampling set forth in this Section shall apply to such classes, except for the limitation on floor areas where the classes can be conducted. 7) Beer and/or wine sampling and tasting is permitted within the enclosed portion of the premises. Beer and/or wine sampling and tasting may be allowed in open areas, sidewalks, decks, patios, or similar unenclosed spaces on or about the premises of an establishment if written application is made to and approved by the City Manager, or his or her designee, under such conditions as the City Manager, or his or her designee, may deem appropriate for the protection of public health, safety and welfare including, but not limited to, maximum capacity, ingress and egress. The provisions of this Article shall not be deemed to abrogate or otherwise impact any state law or local ordinance pertaining to public drunkenness, disorderly conduct, or similar laws. 8) The hours during which tastings may be conducted are limited to: Monday through Saturday, from 9:00 a.m. until 10:00 p.m. (b) “Bring Your Own Beverage” (BYOB) License. A "Bring Your Own Beverage” License is available to allow an otherwise qualified establishment upon a STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 51 of 95 successful application and payment of appropriate fees to permit a patron to bring into the establishment unopened beer and/or wine for consumption on -premises. A BYOB license may be issued to eating establishments that hold on -premise consumption licenses as well as to approved establishments that do not sell or serve alcoholic beverages. Notwithstanding any other contrary provision of this Chapter, a BYOB License may be issued and maintained at an approved establishment only under the following conditions. 1) The hours during which BYOB is allowed are limited to Monday through Saturday, from 9:00 a.m. until 1 hour before close. Sunday from 12:30 p.m. until 1 hour before close if the establishment qualifies as an eating establishment. If the establishment does not qualify as an eating establishment, alcoholic beverages may not be brought onto the premises of the establishment by patrons on Sundays. 2) Off-premise retailers who do not also hold an on-premise consumption license are not permitted to allow patrons to bring alcoholic beverages onto the premises for consumption and are not eligible to obtain a BYOB license. 3) Establishments that also hold an on-premise consumption license shall pay the same BYOB License fee as other BYOB establishments but will not receive a separate BYOB license. Instead, the BYOB approval will be noted on their on-premise license. 4) Establishments that do not otherwise serve or sell alcohol and meet all requirements for a BYOB license under this Chapter will receive a separate BYOB license. BYOB licenses may only be issued to establishments in a zoning district that allows such use. 5) For purposes of this Section, the term BYOB establishment shall not include a private hotel room or other similar guest room or a private club. 6) Further requirements and prohibitions for an establishment holding a BYOB license include the following: i. The establishment may not sell liquor by the package. ii. The licensee must have an established policy pertaining to BYOB practices and may in its discretion charge a corkage fee and have available, either for a fee or not, barware such as glasses, ice buckets and bottle openers for the patrons' use. iii. With the exception of situations where a patron has rented an entire section of the premises for a private function, BYOB beverages are limited to beer and wine. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 52 of 95 iv. No alcohol may be brought onto the premises of a BYOB licensed establishment or consumed by a patron under 21 years of age. v. No alcohol may be brought onto the premises by a patron less than one (1) hour prior to closing. vi. All alcohol brought onto the premises by a patron must be removed from the premises or disposed of by the patron. vii. Any beer or wine opened and not completely consumed at a business establishment pursuant to a BYOB license shall be properly disposed of and not kept on the premises. viii. Employees of the establishment/licensee are prohibited from handling any patron’s alcohol unless removing it to dispose of it. If a patron leaves the alcohol on the premises, it must be disposed of and not allowed to remain on the premises. ix. No person under the age of 18 shall work in an establishment with a BYOB license. (c) Craft Beer and/or Wine Market License. A Craft Beer and/or Wine Market License is available to a qualified establishment upon a successful application and payment of appropriate fees to allow sales by the package and for consumption on-premises of craft beer and/or wine. Such license is available to an otherwise qualified establishment under the following conditions: 1) The establishment must meet the quantity restrictions and/or requirem ents as set forth in this Chapter and specified by state law. 2) The primary purpose of the establishment must be the package sale of craft beers and/or wine for consumption off-premises. 3) The sale or provision of liquor is strictly prohibited. 4) Sales of craft beers and wines may be for consumption on-premises and/or package (including Growlers or Crowlers), provided however, the sale and/or consumption of liquor is strictly prohibited at such locations. Although a Craft Beer and/or Wine Market is required to apply for a Growler/Crowler License in order to sell Growlers or Crowlers, the license fees for any such Growler/Crowler License will be waived for such establishments. 5) Craft Beer and/or Wine Markets shall be permitted in areas currently zoned to allow for both on-premise and off-premise consumption and shall meet all distance requirements for both types of licenses. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 53 of 95 6) Craft beers and wine consumed on the premises of a Craft Beer and/or Wine Market shall only be opened by the licensee or an employee of the Craft Beer and/or Wine Market. Craft beers and wine to be consumed on - premise shall not include Growlers or Crowlers or packaged beer. 7) No open containers of beer or wine shall be removed from the licensed premises unless otherwise specifically permitted by this Chapter. 8) The sale of food is expressly permitted in a Craft Beer and/or Wine Market provided all applicable laws and regulations are complied with. 9) Craft Beer and/or Wine Markets shall not open before 11:00 a.m. Monday through Saturday and shall close by 10:00 p.m. Monday through Saturday. Sunday sales, if licensed, shall be permitted for package sales (but not consumption sales) of craft beer and wine between the hours of 12:30 p.m. and 10:00 p.m. Craft Beer and/or Wine Markets may allow consumption on - premises between the hours of 11:00 a.m. and 10:00 p.m. Monday through Saturday. (d) Incidental License. An Incidental License is available to a qualified establishment upon a successful application and payment of appropriate fees to allow beer and/or wine consumption at an otherwise qualified establishment that does not sell food prepared on the premises and for which the service of food and beverage for consumption on-premises is not its primary business. A license may be issued and maintained at such an establishment only under the following conditions: 1) The establishment cannot charge for alcohol. 2) The service of alcohol is limited to beer and wine. 3) The licensee shall not allow consumption by any individual to exceed 16 ounces of wine or 24 ounces of beer within a calendar day. 4) Alcohol expenses shall not exceed two percent (2%) of gross receipts. 5) The hours during which beer and/or wine may be sold or consumed on the premises are limited to Monday through Saturday, from 9:00 a.m. until 10:00 p.m. 6) The establishment must meet the other qualifications and comply with the other provisions in this Chapter that govern on -premise consumption dealers. 7) An establishment with an Incidental License is not eligible to also hold a package or BYOB license. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 54 of 95 (e) Limited Service Restaurant License. A Limited Service Restaurant License is available to a qualified establishment upon a successful application and payment of appropriate fees to allow beer, wine, and/or liquor consumption at any establishment that meets all of the requirements of a restaurant but does not meet the requirements of an eating establishments. A Limited Service Restaurant must derive at least 30 percent (30%) of its total annual gross food and beverage sales from the sale of prepared meals or food. Limited Service Restaurant do not qualify to sell alcoholic beverages on Sundays and may not obtain a Sunday Sales License except as permitted under state law. (f) Limited Tap License. A Limited Tap License is available to a qualified establishment upon a successful application and payment of appropriate fees to allow craft beer consumption at an otherwise qualified establishment that does not sell food prepared on the premises and for which the service of food and beverage is not its primary business. A license may be issued and ma intained by such an establishment only under the following conditions: 1) The service of alcohol is limited to five (5) or fewer beer taps. 2) The establishment must gain approval from the Fire Marshall and Building Official in accordance with applicable codes. 3) The licensee shall not allow consumption by any individual to exceed 48 ounces within a calendar day. 4) The hours during which beer may be sold or consumed on the premises are limited to Monday through Saturday, from 9:00 a.m. until 10:00 p.m. 5) The establishment must meet the other qualifications and comply with the other provisions on this Chapter that govern on -premise consumption dealers. 6) A Limited Tap Establishment is not eligible to also hold a package or BYOB License. For each license or permit type described herein, there will be an application process and annual fee to obtain such license or permit as set forth from time to time by the City Council. (was 4-193) Sec. 4-79. - Brewpubs. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 55 of 95 A limited exception to the provisions of this Chapter which implement and enforce the three-tier system for the manufacture, distribution and sale of beer established under state law shall exist for owners and operators of brewpubs, subject to the followin g terms and conditions: (a) No individual or person shall be permitted to own or operate a brewpub without first obtaining a proper Brewpub License from the City Council and payment of appropriate fees pursuant to the procedures set forth in this Chapter, and each Brewpub Licensee shall comply with all other applicable state and local license requirements. (b) In calculating the total annual gross food and beverage sales for any such establishment for the purpose of determining whether the establishment constitutes an eating establishment as defined herein and by state law, neither barrels of beer sold to licensed wholesale dealers for distribution to retailers, as authorized pursuant to O.C.G.A. § 3-5-36(2)(D), or retail sales by the package or Growler or Crowler, shall be included. (c) A brewpub licensed under this Chapter may secure an additional and separate license for the retail sale of beer for off-premises consumption, so long as beers sold by the package by the brewpub are manufactured on site, subject to t he limitations of state law. (d) A brewpub license authorizes the holder of such license to: (1) Manufacture on the licensed premises not more than 10,000 barrels of beer in a calendar year; (2) Sell directly to the public on its licensed premises up to 3,000 barrels of beer manufactured on such licensed premises per year provided that any such sales by the package directly to consumers shall not exceed a maximum of 288 ounces per consumer per day. (3) Operate a restaurant that shall be the sole retail outlet for such beer provided directly for on-premise consumption (not through a wholesaler). Such outlet may offer for sale any other alcoholic beverages produced by other manufacturers which are separately authorized for consumption on - premises by this Article, including beer, wine and liquor, provided that such alcoholic beverages are purchased from a lice nsed wholesaler for consumption on-premises only; and, provided, further, that in addition to draft beer manufactured on the premises, each brewpub licensee shall offer for sale commercially available canned or bottled beer from licensed wholesalers for consumption on-premises only. (4) Such retail sales are permitted on the days and at the times that the retail sale of beer for consumption on-premises or by the package, as applicable, STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 56 of 95 is authorized for other retailer licensees under this Chapter. Under no circumstances shall such beer be sold by a licensed brewer to a licensed retailer or on-premise consumption retailer for the purpose of resale. (5) Notwithstanding any other provision of this Section, the holder of a brewpub license is authorized to sell up to a maximum of 5,000 barrels annually of beer manufactured on the premises to licensed wholesale dealers for distribution to retailers and on-premise consumption retailers. (e) Notwithstanding the foregoing provision, possession of a Brewpub License shall not prevent the holder of such license from obtaining another license authorized under this Chapter for the same premises. (f) A Brewpub Licensee shall not offer or permit any free sampling of beer by its patrons on the premises. (g) A Brewpub Licensee shall pay all state and local license fees and excise taxes applicable. (h) For the purposes of this Section, the term "barrel" means 31 gallons of beer. (i) Except as set forth in this Section, a Brewpub License holder shall be subject to all provisions of this Chapter. (was 4-254) Sec. 4-80. – Private clubs. (a) Private clubs may sell and dispense alcoholic beverages upon compliance with all applicable City ordinances and regulations governing the sale of such beverages and upon payment of such license fees and taxes as may be required by the existing ordinances, rules and regulations of the City. (b) No alcoholic beverage license shall be granted to a Private Club organized or operated primarily for the selling or serving of alcoholic beverages. (c) Veterans' organizations, fraternal organizations, and other nonprofit organizations currently having tax exempt status under either the United States Internal Revenue Code or the state income tax law shall not be required to operate a food establishment serving prepared food. However, any such organization selling or dispensing alcoholic beverages, or allowing BYOB, shall be subject to all ordinance regulations dealing with general licensing and consumption on- premises establishments. Unless specifically excepted, private clubs shall be governed by the same rules set forth in this Chapter as other on-premise licensees. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 57 of 95 (was 4-277) Sec. 4-81. – Hotels and In-Room Service. (a) A hotel is eligible to obtain a consumption on-premises license only if the following requirements are met. The hotel must: 1) Be used and held out to the public as a place where food is served and consumed and sleeping accommodations are offered to guests or patrons for adequate pay; 2) Contain 50 or more rooms used for the sleeping accommodations of guests or patrons; and 3) Contain one (1) or more public dining rooms, with adequate and sanitary full-service kitchen facilities. 4) A hotel may consist of a single building or may consist of two (2) or more buildings located on the same premises and used in connection with the hotel operation. 5) A facility which is styled as a motel, motor lodge, inn, or other similar appellation may be licensed as a hotel if it meets the requirements of this Chapter. (b) Notwithstanding any other provisions of this Chapter to the contrary, any hotel (as the term "hotel" is commonly used and without regard to the requirements of this Section), inn, or other establishment which offers overnight accommodations to the public for hire, may provide "in-room service" of alcoholic beverages if such establishment: 1) Holds a valid City consumption on-premises license; and 2) Has been authorized to provide in-room service by the state. (c) For the purposes of this Section, the term "in-room service" consists of: 1) The delivery of alcoholic beverages in unbroken packages by an employee of the hotel to a registered guest's room or to a registered guest at any other location in the same building as the hotel when such alcoholic beverages have been ordered by the guest and when the guest shall be billed for the cost of such alcoholic beverages at the time of delivery and when the sale of such alcoholic beverages is completed at the time of delivery; and STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 58 of 95 2) The provision of a cabinet or other facility located in a hotel's guest room which contains alcoholic beverages and which is provided upon request of the guest and which is accessible by lock and key only to the guest and for which the sale of alcoholic beverages contained therein is final at the time requested except for a credit which may be given to the guest for any unused portion. (d) Except as otherwise provided in this Section, in -room service of alcoholic beverages shall be subject to all restrictions and limitations in this Chapter relative to the sale of alcoholic beverages. In -room service sales shall be authorized only on such days and only during such hours as provided for in this Chapter for on - premise consumption. It shall be the responsibility of the licensee and its employees to ensure that any cabinet key for alcoholic beverages and any alcoholic beverages delivered to a room are provided only to someone who is above the legal drinking age of 21 years. (e) Liquor sold pursuant to this Section shall not be sold in packages containing less than 50 milliliters each. (f) All alcoholic beverages sold pursuant to this Section shall be purchased from a licensed wholesale dealer and shall be subject to all taxes imposed under this Chapter, including the excise tax on the retail sale of by the drink of alcoholic beverages containing liquor. (was 4- 297) Sec. 4-82 – Alcoholic beverage caterers. (a) License and permit requirements for resident alcoholic beverage caterers. 1) Any food caterer or on-premise alcohol beverage licensee within the City may apply for an Alcoholic Beverage Catering License that, when utilized in compliance with state law and upon receipt of a Catered Event Permit, permits the transport, delivery and sale of alcoholic beverages for service and consumption at private functions on private property, at duly licensed special events and at assembly halls or special events facilities. Any on - premise consumption retailer applying for an Alcoholic Beverage Catering License shall be limited to a catering license for the same class of alcoholic beverages as the retailer’s current on-premise license. 2) Each catering license, authorized herein, shall be valid through December 31 for the year for which they are issued. The fee for each license shall be set by resolution of the Mayor and City Council, and this fee shall remain in effect until modified or amended by subsequent resolution. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 59 of 95 (b) It shall be prohibited for any person to engage in, carry on or conduct the sale or distribution of alcoholic beverages off-premises and in connection with the catered event or function without first having obtained a license and event permit as provided herein and as regulated by state law and the Georgia Department of Revenue. (c) Catered Event Permit Approval. In order to distribute or sell beer, wine or liquor to or at a catered function within the City, a licensed alcoholic beverage caterer shall file an application for a Catered Event Permit with the City Manager. The application shall include the name of the caterer, the name, date, address and time of the event, the caterer's state and local license numbers and expiration dates, the quantity and type of alcoholic beverages to be transported and any other information the City deems necessary to review a request for such Approval. There will be an annual fee set by City Council for applications filed by resident caterers. For non-resident caterers, the fee for each permit shall be established from time to time by the Mayor and City Council as authorized by O.C.G.A. § 3-11-3 (or such fee as may be authorized by any future amendment or revision thereto). (d) A copy of the local and state Alcoholic Beverage Catering Licenses as well as the original Catered Event Permit shall be kept in the vehicle transporting the alcoholic beverages to the catered event or function. (e) It shall be prohibited for a licensed alcoholic beverage caterer to distribute, sell, or otherwise dispense alcoholic beverages off-premises except as authorized by the Alcoholic Beverage Catering License and Catered Event Permit. A licensed alcoholic beverage caterer may sell or otherwise dispense only that which is authorized by its alcoholic beverage license. For example, if the alcoholic beverage caterer possesses a valid license to sell beer, it may sell or otherwise dispense only beer at the authorized catered event or function. (f) Bartenders and/or servers for licensed alcoholic beverage caterers must meet all state and local laws, age restrictions, and must obtain a server/seller alcohol permit required for alcohol. (g) Sunday sales. An alcoholic beverage caterer wishing to cater an event or function on Sunday must possess a valid Sunday sales license and comply with the requirements of state law with respect to the service of alcoholic beverage s on Sunday. (h) Excise taxes are imposed upon the sale of alcoholic beverages by resident caterers as provided in this Chapter. Excise taxes are imposed upon the total of individual alcoholic beverages served by a non -resident caterer in the amount set forth in this Chapter and shall be paid within 30 days after the conclusion of the catered event or function. (was 4-317) STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 60 of 95 Sec. 4-83. – Special events facility license. (a) Where staff for a special events facility, or contractors hired by that facility who are not separately licensed caterers, will be dispensing or serving alcohol, the special events facility must obtain a separate license for on -premise consumption. (b) Where a caterer is hired and separately licensed, and where that caterer will be the only entity dispensing or serving alcohol, the special events facility need not obtain a separate license for on-premise consumption. (c) In order to be eligible for a consumption on-premises license, a special events facility must: 1) Be available to public or private groups of persons; 2) For monetary consideration on a rental, fee, percentage, or similar basis, be used primarily for special occasions, including but not limited to, receptions, meetings, banquets, conventions, parties, catered events, or similar gatherings; and 3) Be open to or attended by invited or selected guests or paying patrons; or 4) Be a sports complex situated in conformance with the City's zoning ordinances. (was 4-337) Sec. 4-84. – Public facilities event alcohol license. (a) Notwithstanding any other provision of this Chapter to the contrary, a limited exception to allow the consumption of alcoholic beverages on public property shall exist for that person or entity possessing a Public Facilities Event Alcohol License, as hereinafter defined. (b) For all purposes of this Section, "public facilities" shall mean all facilities owned or leased by the City, except: 1) Any fire station; and 2) Any public safety facility. (c) Any person or entity desiring to engage in activities licensed by this Section, shall make written application to the City Manager or his or her designee for the appropriate Public Facilities Event Alcohol License on forms prescribed by the City. All applications shall be accompanied by a Public Facilities Event Alcohol License STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 61 of 95 fee as established by the City Council. Further, all applicants shall be required to provide a release and meet any other requirements established by the City Manager as conditions of obtaining the Public Facilities Event Alcohol License. (d) The City Manager or his or her designee shall consider the following factors in determining whether to approve or deny an application for a Public Facilities Event Alcohol License: 1) expected time period in which the event will occur; 2) whether the event will occur during daylight hours; 3) the number of people expected to attend the event; 4) other activities scheduled to occur in the structure, facility or property at the time of the event; and 5) any other factor weighing upon the health, safety or welfare of others. (e) If the application is denied, which denial shall be based upon the factors described above, or if the applicant withdraws the application prior to its approval, the license fee (without interest) shall be refunded. The application shall include but shall not be limited to: The name and address of the applicant, the date, address and times of the proposed event and the location of the public facility. All applications shall be sworn to by the applicant before a notary public or other officer authorized to administer oaths. (f) If such Public Facilities Event Alcohol License is granted by the City Manager or his or her designee, it shall be good only for the specified event at th e specified address and times set forth in the application, not to exceed two (2) days for a public park and one (1) day for any other public facility. (g) A Public Facilities Event Alcohol License for a public park shall permit the permit holder to serve and sell alcoholic beverages in a hospitality tent or similar structure previously approved by the Fire Marshall, and the alcoholic beverages may only be consumed on-premises of such hospitality tent or similar structure. (h) A Public Facilities Event Alcohol License shall license the holder to serve and sell alcoholic beverages within the premises of the public facility. (i) A Public Facilities Event Alcohol License shall only be issued to a caterer licensed under the provisions of this Chapter, or to an individu al who meets the character requirements of this Chapter; provided, however, that no more than two (2) permits per calendar year shall be issued to an individual who is not a licensed caterer. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 62 of 95 (j) The City Manager shall have authority to prescribe forms for applications. Failure to furnish any requested data shall automatically serve to dismiss the application with prejudice. (k) Any untrue or misleading information contained in, or material statement omitted from, an original or renewal application for a Public Facilities Event Alcohol License shall be cause for the denial or revocation thereof. (l) Except as set forth above in this Section, a Public Facilities Event Alcohol License holder must comply with all of the provisions set forth in this Chapter. (was 4-359) Sec. 4-85. – Farm wineries. Any duly licensed Farm Winery may offer wine samples and make retail sales of its wine and other Georgia wines as permitted under State law in a tasting room on the premises of the Farm Winery without additional license requirements. Nothing in this Section shall be deemed to prohibit a Farm Winery from obtaining appropriate licenses or permits to allow special events on its premises and provide alcohol in conjunction with such licenses as permitted by state law and City Ordinances. (a) Permitted sales. A Farm Winery may sell its wine and other Georgia wine as permitted under State law at retail in a tasting room or other facility on the premises of the winery for consumption on-premises and in closed packages for consumption off-premises. (b) Licensee qualifications. The qualifications for the license for sale by Farm Winery tasting room shall be the same as set forth in this Section. (c) Licenses issued. The alcoholic beverage licenses which may be issued to Farm Wineries under this Chapters are: 1) Wholesaler of Farm Winery production. A Farm Winery shall be granted a wholesale license for sale and distribution as provided by O.C.G.A. § 3-6-21.1. Such license shall be issued upon application and payment of established fees and upon presentation of a receipt for payment of the state annual license tax as provided by the referenced code provisions in this Section. 2) Retail package sales of wine. Each retail package sales license shall require that all sales shall be by and through the Farm Winery tasting room at the site which said license is issued. 3) Farm Winery tasting room for consumption on-premises sales of wine. Each license for the sale of wine for consumption on -premises shall STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 63 of 95 require that all consumption shall be at the Farm Winery site for which said license is issued. This site shall include any wedding or dining facilities associated with the Farm Winery. Except as specifically set forth in this Article, all such licenses remain subject to all other provisions of this Chapter that govern on-premise consumption. 4) Multiple Farms Winery licenses. A Farm Winery may apply for and, if approved, may be issued multiple Farm Winery licenses as provided in this Section for any single site. At the primary Farm Winery facility where the wine is produced, such site may be licensed for wholesale, retail package sales and consumption on-premises sales. For any site other than the primary Farm Winery facility where the wine is produced, up to the maximum number of such sites as may be permitted by state statute, such site may be licensed for retail package wine sales and consumption on-premise. 5) Special Event Alcohol License or Events Facility License . Nothing in this Section shall be deemed to prohibit a Farm Winery from obtaining appropriate licenses or permits to allow specia l events on its premises and provide alcohol in conjunction with such licenses as permitted by state law and City Ordinances. (d) Ratio of sales. There shall be no specified or required ratio of alcohol sales to any other income for Farm Winery operations. (e) Hours and days of sale. Farm Wineries shall be permitted to operate only during the following hours and days of the week, as indicated: 1) Monday through Saturday, from 9:00 a.m. until 10:00 p.m. 2) Sunday from 12:30 p.m. until 10:00 p.m. 3) The licensed business shall open its business each day it is open by not later than 5:00 p.m. (f) Applicable provisions. The provisions of this Chapter regarding qualifications of the licensee and other matters shall apply to the issuance of the license for sale by a Farm Winery tasting room and the operation thereof. (m)Licensing limitations. The license created in accord with this Article shall be limited to Farm Winery tasting rooms licensed by the State of Georgia in accord with O.C.G.A. § 3-6-21.1 et seq., and the licensee shall be permitted to perform only acts allowed in accord with such statutes. No license is hereby created authorizing any other use. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 64 of 95 (n) Renewals. All applications for renewal of a Farm Winery license or licenses shall be accompanied by a copy of the current state license. Failure to present a valid copy of a current and valid state license may result in a refusal to renew the license. (was 4-379, 4-380) Secs. 4-86 – 4-89 Reserved. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 65 of 95 ARTICLE IV – OPEN CONTAINER AREAS IN SPECIAL DISTRICTS Sec. 4-90. - General provisions. The provisions of this Article are intended to set forth exceptions and provisions applicable only to licensees whose establishments are located within the areas identified in the Crabapple District, Deerfield District, and Birmingham Crossroads District (as hereinafter defined) holding licenses to sell alcoholic beverages for consumption on - premises. Except as specifically set forth in this Article, all such licenses remain subject to all other provisions of this Chapter. (was 4-532) Sec. 4-91. - Definition of special districts. For the purposes of this Article only, the City’s Special Districts are designated as follows: the Crabapple District, Deerfield District, and Birmingham Crossroads Districts (as shown in the attached maps) and are defined as follows: The area of the City identified as C1, MIX, T4, T4 Open, T4 Restricted, T5, T6, and adjacent CS transect zones in the applicable Form Based Code, excluding, in the Crabapple District, those parcels fronting Green Road and Arnold Mill Road. In the case of a licensed establishment whose main entrance is inside a Special District, the entire licensed establishment shall be considered part of the Special District, regardless of whether any portion of the licensed establishment is in a zoning district not included in the Special District. (was 4-533) Sec. 4-92. – Open Container Areas allowing outside consumption of alcoholic beverages. Notwithstanding any other provisions in this Chapter, the following activities are specifically allowed within Open Container Areas in the City’s “Special Districts.” (a) One (1) drink on-street limit. Any establishment licensed to sell alcoholic beverages by the drink for consumption on-premises whose entrance is located in a Special District is authorized to dispense an alcoholic beverage in a paper or plastic cup, or other container other than a can, bottle, or glass, for removal from the premises; provided, however, that no establishment shall dispense to any person more than one (1) such alcoholic beverage at a time for removal from the premises, and no person shall remove at one (1) time more than one (1) such alcoholic beverage from the licensed premises. (b) Size limited to a maximum of 16 ounces. No container in which an alcoholic beverage is dispensed and removed from the licensed premises shall exceed 16 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 66 of 95 fluid ounces in size. No person shall hold in possession on the streets and sidewalks, in parks and squares, or in other public places within the defined area any open alcoholic beverage container which exceeds 16 fluid ounces in size. (c) Drinking from can, bottle, or glass prohibited. It shall be prohibited for any person to drink or attempt to drink any alcoholic beverage from a can, bottle, or glass, or to possess in an open can, bottle, or glass any alcoholic beverage on the streets, sidewalks, rights-of-way, and parking lots, whether public or private. (d) Purchase from licensed premises within defined districts. Alcoholic beverages consumed pursuant to this provision must be purchased from a licensed premise within the defined districts. A licensed premise will be deemed to be within the defined district if the entrance to the licensed premises is located within the district. (was 4-534) Sec. 4-93. - Alcohol/food sales ratio for special districts. A licensed establishment for the consumption of alcoholic beverages on the premises that is located within the defined districts shall derive a minimum of thirty percent (30%) of its total annual gross food and beverage sales from the sale of prepared meals or food. (was 4-535) Sec. 4-94. - No abrogation of other laws. The provisions of this Article shall not be deemed to abrogate or otherwise impact any state law or local ordinance pertaining to public drunkenness, disorderly conduct, driving with an open container or under the influence of alcohol, or similar laws. (was 4-536) Secs. 4-95 – 4-99 Reserved. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 67 of 95 ARTICLE V. ENFORCEMENT, REGULATIONS AND PROHIBITIONS, SELLER/SERVER PERMITS DIVISION 1. ENFORCEMENT. Sec. 4-100. – Enforcement by Police Department. Except as otherwise provided, the Police Department shall be responsible for the enforcement of the provisions of this Chapter and applicable state law. Sec. 4-101. - Emergency suspension of sale and/or provision of alcoholic beverages. The City Manager and Chief of Police are each authorized to suspend the sale and/or provision of alcoholic beverages under any license for any emergency situation when the official deems such suspension necessary for the protection of the publ ic health, safety, or welfare. Such suspension may be made effective immediately and shall remain in force until the City Manager or Chief of Police determines the emergency no longer exists or until the next meeting of the City Council, at which time the city council shall decide whether the suspension shall cease or be extended. (was 4-127) Sec. 4-102. - Inspection of licensed establishments. (a) Sworn officers of the Police Department shall have the authority to inspect establishments licensed under the City's alcoholic beverages ordinance during the hours in which the premises are open for business. These inspections shall be made for the purpose of verifying compliance with the requirements of this Chapter and state law. (b) This Section is not intended to limit the authority of any other City officer to conduct inspections authorized by other provisions of this Chapter. (was 4-126) Secs. 4-103 – 4-104 Reserved. DIVISION 2. OPERATING REGULATIONS Sec. 4-105 – Hours and Days of Sale Alcoholic beverages shall only be permitted during the following hours and days of the week, as indicated for each respective license type: STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 68 of 95 (a) Retail package beer and/or wine (off-premise consumption): Monday through Saturday 7:00 a.m. to 12:00 midnight. Sundays between the hours of 12:30 p.m. and 11:30 p.m. with a valid Sunday Sales License. (b) Retail package liquor or distilled spirits (off -premise consumption): Monday through Saturday 8:00 a.m. to 11:45 pm. Sundays between the hours of 12:30 p.m. and 11:30 p.m. with a valid Sunday Sales License. (c) Eating establishments, restaurants and other on-premise licenses not specifically designated in this section: Monday through Saturday, from 9:00 a.m. until 2:00 a.m. of the following day. Sunday from 11:00 a.m. until 2:00 a.m. of the following day; provided, however, any licensed establishment which serves alcohol on Sunday shall meet the minimum food sales requirements set forth under state law and possess a valid Sunday Sales License. (d) Ancillary license and/or BYOB license. Monday through Saturday, from 9:00 a.m. until 1 hour before closing but no later than 1 a.m. (e) Incidental License, Limited Tap License, Craft Beer and/or Wine Market, Growler/Crowler Shops. Monday through Saturday from 9:00 a.m. until 10:00 p.m. (f) Farm Winery Tasting License. Monday through Saturday, from 9:00 a.m. until 10:00 p.m. Sunday from 12:30 p.m. until 10:00 p.m. (g) Wholesalers. Monday through Saturday: 7:00 a.m. and 6:00 p.m. There shall be no sales of alcoholic beverages on Sunday by wholesalers. Unless otherwise provided for in this Chapter, licensed premises shall close their premises to the public and clear the premises of patrons within 30 minutes after the time set in this Section for discontinuance of the sale of alcoholic beverages on the premises. The licensed business shall open its business each day it is open by not later than 5:00 p.m. This Section shall not apply to Private Clubs. State Law reference— Georgia Dept. of Rev. Regulations 560-2-3-.02 Sec. 4-106. – Maintenance and compliance of premises. (a) The licensed premises shall be kept clean and shall be in full compliance with all City regulations governing the conditions of the premises, including but not limited to, compliance with the applicable Sections of this Code governing the conditions of premises used for the storage and sale of food for human consumption. (b) The licensee is required to maintain the exterior of the licensed premises, parking lot and all parts of the premises abutting public rights -of-way during all hours the STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 69 of 95 business is open and to do an inspection of the premises within three (3) hours after closing. The term "maintain" means keeping the defined areas free of bottles, cans, cups, trash and other litter. (c) All eating establishment and restaurant areas, inclu ding all tables, booths, and other areas where patrons are served and including all passageways for patrons, shall be kept clean and shall be sufficiently well illuminated so that they may be viewed by those on or about the premises. (d) The Fulton County Health Department is authorized to regularly inspect such licensed premises to determine that such licensed premises are in compliance with all County and state health rules and regulations and report any violations to the City Manager or his or her designee. (e) City fire personnel are authorized to regularly inspect the premises to see that they are in compliance with all City, County, and state fire regulations and report any violation to the City Manager or his or her designee. (f) The City Community Development Department is authorized to regularly inspect the licensed premises to determine if the premises are in compliance with all technical codes of the City and County and report any violation to the City Manager or his or her designee. (g) City police personnel shall periodically inspect the premises to determine if the licensed premises are in compliance with all provisions of this Chapter and report any violation to the City Manager or his or her designee. (was 4-240) Sec. 4-107. - Advertising; signs; pricing. (a) No outdoor advertising or signs with respect to the promotions of the sale or service of alcoholic beverages, or the prices of such beverages, shall be permitted: 1) On the exterior of any retail package outlet; 2) On the premises of an on-premise consumption dealer; or 3) In the windows of any licensed establishment that may be viewed from outside. (b) No signs shall be erected anywhere in the City advertising or promoting the sale of alcoholic beverages, except that a store displaying its merchandise may in the same manner as such other merchandise is displayed, erect a sign indicating the counter on which the merchandise is displayed; provided the lettering of such signs does not exceed in size the lettering of such signs on other counters where other STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 70 of 95 products are sold. The name, brand or type of alcoholic beverage served and the price per serving may be provided to patrons on a regular printed menu. (c) Alcoholic beverages may not be priced in any manner except as to single units or unbroken package quantities. (was 4-559) Sec. 4-108. - Wholesaler and distributor registration and delivery requirements. All wholesalers or distributors shall register and pay appropriate fees with the city and comply with this Chapter before they can sell or deliver any alcoholic beverages to any establishment in the City. Deliveries shall be made in a conveyance owned and operated by a wholesaler or distributor registered as set out in this Chapter and shall at all times when deliveries are being made be subject to inspection by any and all duly authorized authorities of the City. Deliveries of any alcoholic beverages shall be limited to premises that are covered by a valid retail license. Sec. 4-109. - Storage of alcoholic beverages by retailers. All licensed retailers shall store all alcoholic beverages on the premises for which the license was issued, and at no other place. All alcoholic beverages shall be available at all times for inspection by authorized City officials. Any brand or type of alcoholic beverages found in any retailer's stock that was not delivered to the licensed premises by an authorized wholesaler or distributor shall be subject to immediate con fiscation. Sec. 4-110. - Conflicts with wholesaler or manufacturer prohibited. No financial aid or assistance to any retail licensee hereunder from any wholesaler or manufacture of beer, wine or other alcoholic beverages shall be permitted. (was 4-243) Sec. 4-111. - Requests for additional information. The City Manager or his or her designee may request, from time to time, information concerning purchases and sales of alcoholic beverages from retailers and wholesalers. (was 4-561) Sec. 4-112. - Single cans/bottles or other containers permitted for sale. Single cans or bottles or other containers of alcoholic beverages may be sold at retail. (was 4-191) STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 71 of 95 Sec. 4-113. - License prohibited for package sales in connection with designated establishments. No retail license for the sale of liquor by the package shall be allowed in or in connection with any business holding a license for any type of on-premise consumption. Secs. 4-114 – 4-119. Reserved. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 72 of 95 DIVISION 3. REGULATION OF EMPLOYEES; SELLER/SERVER PERMITS Sec. 4-120. – Licensee to identify employees involved with alcoholic beverages. It shall be the duty of the licensee to file with the City a list of the names, driver’s license numbers, addresses and telephone numbers of all present employees who are involved with the sale and/or handling of alcoholic beverages. The list is due twice annually during the month of June and again during the month of December. (was 4-237) Sec. 4-121. – Restrictions on employment of underage persons. (a) No licensee shall allow or require a person in such person's employment under 18 years of age to dispense, serve, sell, or take orders for any alcoholic beverages. It shall be prohibited for any person under the age of 18 years of age to dispense, serve, sell or take orders for any alcoholic beverages. All employees of retail package distilled spirits establishments must be at least 21 years of age. (b) This section shall not prohibit persons under 18 years of age who are employed in off-premise beer and/or wine package stores from selling or handling alcoholic beverages which are sold for consumption off -premises if there is, at all times during which any person under 18 years of age is working and during hours within which alcoholic beverages are sold, either the licensee or at least one (1) employee over the age of 21 who has a valid alcohol permit and who is serving in a managerial capacity on the premises inside the building within which the alcoholic beverages are sold. (c) In the event a licensee employs persons under 21 years of age who will or may sell or handle alcoholic beverages, all such employees shall require proper age identification of any person attempting to purchase alcoholic b everages. (was 4-558) Sec. 4-122. – Alcohol seller/server permits required; application process and conditions; appeals; training. The following regulations shall apply to all establishments holding an alcoholic beverage license other than non-profit Special Event Alcohol licenses: (a) No person shall be employed or allowed to dispense, sell, serve, take orders, mix alcoholic beverages, or serve in any managerial position, by an establishment holding a license under this Chapter until such person has been cleared by the Chief of Police or his or her designee, indicating that the person is eligible to hold an alcohol seller/server permit. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 73 of 95 (b) This section shall not be construed to include volunteer groups with nonprofit tax - exempt status from the Internal Revenue Service whose volunteer effo rts financially benefit a nonprofit organization with no direct financial benefit, either by wages, tips or donations, to the individual volunteer. However, no volunteer under the age of 18 years shall be allowed to dispense, sell, serve, take orders or mix alcoholic beverages. Employees of a licensed establishment whose duties are limited solely to those of busboy, cook, or dishwasher shall also be excluded from this section. (c) No alcohol seller/server permit shall be issued until such time as a signed application has been filed with the City Police Department and upon paying a fee which shall be established by the City Council, and a search of the criminal record of the seller/server is completed. The application shall include, but not be limited to, name, date of birth, and social security number. These applications and the resulting criminal investigative report shall be regarded as confidential and shall not be produced for public inspection without a court order. (d) The Chief of Police or his or her designee shall have a complete search made relative to any police record of the seller/server seeking a permit. If there is no record of a violation that would preclude the individual from selling or serving alcohol under this Chapter, the Chief of Police or his or her designee shall approve the issuance of a permit to the person, stating that the person is eligible for sales and service of alcohol at the licensed location. If it is found that the person is not eligible, the Chief of Police or his or her designee shall notify the person, in writing, that he or she not eligible for an alcohol seller/server permit from the City, of the cause of such denial, and of the individual’s right to appeal. Appeals shall be filed with the City Manager and heard by the City Council. (e) Crimes preventing the possession of an alcohol seller/server permit: Any individual seeking an alcohol seller/server permit shall submit to fingerprinting as part of a background investigation by the Police Department in connection with the application for the permit. No person shall be granted an alcohol seller/server permit who has, within five (5) years of the date of applying for said permit, been convicted of or pled guilty or entered a plea of nolo contendere to any crime involving: moral turpitude, illegal gambling, felony possession or sale of controlled substances, illegal possession or sale of alcoholic beverages (including sale or transfer of alcoholic beverages to minors in manner contrary to law), keeping a place of prostitution, pandering, pimping, public indecency, prostitution, solicitation of sodomy, or any sexual related crime. No person shall be granted an alcohol seller/server permit who, at the time of applying for an alcohol seller/server permit, is then on parole or probation for any of the criminal offenses identified in this subsection. No person shall be granted an alcohol seller/server permit who has been convicted, plead guilty or entered a plea of nolo contendere to any federal, state, STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 74 of 95 or local law for any felony within five (5) years of the date of conviction and has not been released from parole or probation prior to the filing for application for such permit. For purposes of this Chapter, a conviction or plea of guilt or nolo contendere shall not be considered as to any offense for which defendant who was allowed to avail himself or herself of the state first offender provisions, O.C.G.A. § 48-8-98 et seq.; provided, however, that any such offense shall not be ignored where the defendant violated any term of probation imposed by the court granting first offender treatment or committed another crime and the sentence in court entered an adjudication of guilt as to the crime for which the defendant had previously been sentenced as a first offender. (f) An alcohol seller/server permit shall be issued for a period of two calendar years from the date of the original application and shall be valid for use at any licensed establishment. The alcoholic beverage seller/server permit must be in the possession of the employee while the employee is working at the licensed establishment and shall be available for inspection by members of the Police Department or the City Manager's staff. (g) No person shall be issued a permit if it is determined that the person falsified, concealed or covered up any material fact by any device, trick or scheme while making application to the City for an alcohol seller/server permit under this section. If it is determined that a person is in violation of this subsection and a permit is denied for this reason, then thirty (30) calendar days must elapse from the date of notification per certified mailing before a new application and fee may be resubmitted. (h) All permits issued through administrative error can be terminated and seized by the Chief of Police or his or her designee or the City Manager or his or her designee. (i) A replacement permit will be issued within thirty (30) days of the original date, upon paying one-half of the fee charged for an original alcohol seller/server permit. After thirty (30) days of original application date, a new application and fee must be submitted. (j) All permits issued under this Chapter remain City property and shall be produced for inspection upon demand of any City police officer or code enforcement officer. No licensee shall allow any employee or manager required to hold an alcohol seller/server permit to work on the premises unless the employee or manager has in his or her possession a current valid City alcohol seller/server permit. For new employees, an application for a permit must be made within five calendar days of date of initial employment. Licensees are required by this Chapter to inspect and verify that each employee has in his or her possession a valid City alcohol seller/server permit. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 75 of 95 (k) Training of permit holders. 1) Licensees shall provide regular information, the establishment’s alcohol sale/service policies, and training to all permit holders on the methods, procedures and measures to be taken in order to request, obtain and examine proper identification of patrons to be certain that such patrons are of legal age to purchase alcoholic beverages and do not appear to be legally intoxicated. Training shall also include the methods, procedures and measures to be taken in order to refuse sale/service to underage or intoxicated patrons. Training shall provide information to all permit holders on provisions of the law of this state and the City’s ordinances regarding the prohibitions against providing alcoholic beverages to intoxicated and underage persons and the penalties for violating such laws and ordinances. 2) Detailed records of such training, including the content, date, time, persons attending and copy of any pre/post-test, shall be maintained for a minimum of 36 months after the training. Evidence of such training records shall be made available upon request for inspection by the City. (l) Any establishment that has agents or employees acting in violation of this section may receive a fine and/or license suspension or revocation as set forth in this Chapter for violations of this Chapter. (m) Any individual working in a licensed establishment without the required permit may be charged with a misdemeanor and penalized accordingly and may also be prohibited from applying for an alcohol seller/server permit within the City for a period of time up to sixty (60) days in the discretion of City Council. (modeled after 4-235) Secs. 4-123 – 4-129 Reserved. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 76 of 95 DIVISION 4. SALES AND CONSUMPTION REGULATIONS AND PROHIBITIONS Sec. 4-130 - Sales and consumption on public property. (a) Except as provided in this Chapter, it shall be prohibited for any person to sell, serve, or otherwise dispense any alcoholic beverage in a street, sidewalk, alleyway, parking area, mall or other place commonly used by the public or in any other public place or on public property. (b) Private parties and organizations may secure a permit from the City Manager as set forth in this Chapter to serve, sell, or otherwise dispense alcoholic beverages on property owned or leased by the City to the extent authorized. Sec. 4-131. - Drinking in public places. (a) It shall be prohibited for any individual to drink or consume all or any part of an alcoholic beverage in or on any street, sidewalk, alleyway, parking area, mall, or other place commonly used by the public unless the place has been licensed or permitted for consumption or is located in a Special District, subject to the limitations of the license, permit, or provisions of this Chapter. (b) It shall be prohibited for any individual to drink or consume all or part of any alcoholic beverage while in any City park except during licensed special events or at licensed locations within such parks. (c) Nothing in this section shall be construed to (i) prohibit the sale and consumption of any alcoholic beverage at any duly licensed sports club, assembly hall, special event facility, or golf course owned or operated by the City, or (ii) prevent a licensee from preparing and serving alcoholic beverages to be consumed within an approved Outdoor Dining Area as part of the operation of its business. To the extent that an approved Outdoor Dining Area is located on a portion of a City sidewalk or is separated from the interior dining portion of the licensed premises by a City sidewalk, open containers of alcoholic beverages shall only be transported into or out of such outdoor dining area by the licensees' working employees as part of their work duties. Sec. 4-132. - Alcohol consumption near retail package stores. It shall be prohibited for any person to open or to consume all or any part of any type of alcoholic beverage within 100 feet of any retail store where alcoholic beverages are sold in package form or within the boundary lines of the property on which such retail store is located, whichever constitutes the greater distance. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 77 of 95 Sec. 4-133. - Open areas and patio sales regulations. The consumption and/or sale of alcoholic beverages may be allowed in a licensed establishment’s open areas, sidewalks, decks, patios or similar unenclosed spaces on, about or adjacent to the premises of an establishment licensed to sell alcohol for consumption on-premises if written application is made to and approved by the City Manager, or his or her designee, under such conditions as the City Manager, or his or her designee, may deem appropriate for the protection of public health, safety and welfare including, but not limited to, maximum capacity, ingress and egress. The provisions of this Article shall not be deemed to abrogate or otherwise impact any state law or local ordinance pertaining to public drunkenness, disorderly conduct, or similar laws. (modeled after 4-238) Sec. 4-134. - Carry-out of partially consumed bottles of wine permitted (“Merlot to Go” provision). (a) An eating establishment licensed to sell wine for consumption on -premises may permit guests, patrons or members to purchase the esta blishment's wine on the premises and leave with no more than one (1) bottle of unfinished wine per legally aged patron as long as such bottle has been re-sealed and packaged in accordance with the provisions set forth in O.C.G.A. §3-6-4. (b) Such partially consumed bottle of wine must be transported in accordance with O.C.G.A. § 40-6-253, "Consumption of alcoholic beverage or possession of open container of alcoholic beverage in passenger area." However, nothing in this Section shall be construed to prohibit the carrying out of beer or wine for consumption at a publicly owned or privately-owned golf course. (c) No licensee may allow patrons to remove partially consumed wine from their premises pursuant to this Section without first providing written notice to an d obtaining written approval from the City Manager. This approval will only be provided to establishments that meet the requirements of an “eating establishment” under this Chapter and state law. While an approved establishment may charge a “corkage fee” to patrons for the re-sealing and packaging of the wine, there will be no additional license fees assessed by the City for an establishment to be approved as a “Merlot to Go” establishment. (modeled after 4-239) STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 78 of 95 Sec. 4-135. – Carry-out of alcoholic beverages prohibitions. (a) Except as otherwise provided in this Chapter, all alcoholic beverages sold or otherwise dispensed for consumption on the licensed premises shall be consumed only on the licensed premises. (b) Except as otherwise provided in this Chapter, it shall be prohibited for any person to remove from the licensed premises any alcoholic beverages sold for consumption on-premises, and it shall be prohibited for the licensee to permit any person to remove from the licensed premises any alcoholic beverages sold for consumption on-premises except as otherwise permitted under this Chapter. When prohibited, the licensee shall be responsible for ensuring that no person removes any alcoholic beverages from the premises in any type of container. (c) It shall be prohibited for any person purchasing alcoholic beverages for consumption on-premises to leave the premises without paying for such alcoholic beverages. (d) Except as otherwise provided in this Chapter, it shall be prohibited for patrons to gather outside the establishment of a con sumption on-premises licensee and consume alcoholic beverages. (e) Except as otherwise provided in this Chapter, it shall be prohibited for the manager or any employee of a consumption on-premises licensee to allow patrons to gather outside the establishment and consume alcoholic beverages. Sec. 4-136. - BYOB prohibited except in licensed establishments. (a) It is prohibited for any person to bring an alcoholic beverage into any business establishment (regardless of whether the establishment holds a license t o sell or serve alcoholic beverages), unless such establishment holds a valid BYOB License. (b) Where an establishment holds a BYOB License, in addition to all requirements in place for holding such license, the following requirements/prohibitions apply: 1) The establishment may not sell liquor by the package. 2) The licensee must have an established policy pertaining to BYOB practices. 3) BYOB beverages are limited to beer and wine, unless a patron has rented an entire section of the premises for a private function. 4) No alcohol may be brought onto the premises or consumed by a patron under 21 years of age. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 79 of 95 5) No alcohol may be brought onto the premises by a patron less than one (1) hour prior to closing. 6) All alcohol brought onto the premises by a patron must be removed from the premises or disposed of by the patron. 7) Any beer or wine opened and not completely consumed at a business establishment pursuant to a BYOB License shall be properly disposed of and not kept on the premises. 8) Employees of the establishment/licensee are prohibited from handling any patron’s alcohol unless removing it to dispose of it. If a patron leaves the alcohol on the premises, it must be disposed of and not allowed to remain on the premises. 9) No person under age 18 shall work in an establishment with a BYOB license. Sec. 4-137. - Prohibited sales to persons under 21 or intoxicated persons; Sunday and election day provisions. (a) No licensee shall permit on the licensed premises, the sale, barter, exchange, giving, providing or furnishing of alcoholic beverages to any person under 21 years of age. (b) No licensee shall permit on the licensed premises the sale, barter, exchange, giving, providing or furnishing of alcoholic beverages to any person who is in a state of noticeable intoxication. (c) No licensee shall permit the sale of alcoholic beverages on S unday, except as otherwise provided by law or in this Chapter. (d) No licensee shall permit the sale of alcoholic beverages on election days within 250 feet of any polling place or of the outer edge of any building within which such polling place is established on primary or election days. The sale of alcoholic beverages on election days is permitted to the extent authorized by state law, pursuant to O.C.G.A. § 3-3-20. (was 4-556) Sec. 4-138. - Promotions and sales. (a) No licensee or employee or agent of a licensee, in connection with the sale or other disposition of alcoholic beverages for consumption on-premises, shall: STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 80 of 95 1) Offer or deliver any free alcoholic beverage to any person or group of persons. For the purpose of this Section, “free” means free to t he patron on behalf of the establishment. 2) Deliver more than two (2) alcoholic beverages to one (1) person at a time, however, nothing herein shall prohibit a brewpub from offering a sampler of beer in containers not exceeding four (4) ounces. Each sampler shall not exceed four (4) different types of beer. For the purposes of this Section, one (1) alcoholic beverage shall be the equivalent of one (1) 16 ounce beer, or one (1) 6 ounce glass of wine or one (1) ounce of 100 proof spirits. 3) Sell, offer to sell, or deliver to any person or group of persons any alcoholic beverage at a price less than 50 percent (50%) of the price regularly charged for such alcoholic beverage during the same calendar week, except at private functions not open to the public. 4) Sell, offer to sell, or deliver to any person or group of persons an unlimited number of alcoholic beverages during any set period of time for a fixed price, except at private functions not open to the public. 5) Sell, offer to sell, or deliver to any person or group of persons any alcoholic beverages on any one (1) day at prices less than those charged the general public on that same calendar day, except at private functions not open to the public. 6) Sell, offer to sell, or deliver alcoholic beverages, inclu ding beer, in any container which holds more than 32 fluid ounces (0.947 liters), except to two (2) or more legally aged persons at any one (1) time. 7) Increase the volume of alcohol contained in a drink without increasing proportionately the price regularly charged for such alcoholic beverage during the same calendar week. 8) Encourage or permit on the licensed premises any game or contest which involves the drinking of alcoholic beverages or the awarding of alcoholic beverages as a prize. This subsection shall not apply to Incidental Licenses. (b) Each licensee shall maintain a schedule of the price charged for all alcoholic beverages to be served and consumed on the licensed premises or in any room or part thereof. The schedule of prices shall be posted in a conspicuous manner so as to be in view of the paying public, and the schedule shall be effective for not less than one (1) calendar week. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 81 of 95 (c) No licensee shall advertise or promote in any way, whether within or without the licensed premises, any of the practices prohibited under this Section. (d) No provision of this Section shall be construed to prohibit: 1) Offering free food or entertainment at any time; 2) Including an alcoholic beverage as part of a meal package; or 3) Selling or providing wine by the bottle or carafe when sold with meals or to more than one (1) person. (e) The Police Department shall have the responsibility for the enforcement of this Section. (f) No licensee may require the purchase of any alcoholic beverage as a part of or prerequisite to the purchase of any other product or service. If alcoholic beverages are included as part of a package of other goods and services, the alcoholic beverages must be priced separately and all patrons must be allowed to purchase the remaining goods and services without the alcoholic beverages at a price from which the full price of the alcoholic beverages has been deducted, provided, however, that this Section shall not apply to Incidental Licenses. (g) It shall be prohibited for any sales to be made outside of the area on or about the premises licensed for such sale except as permitted herein. For the purpose of this Section, the term “sale” shall refer to the point at which there is an exchange of money for alcoholic beverages or when alcoholic beverages are left in the sole possession or control of a patron. Nothing in this Section will be deemed to prohibit alcoholic beverages from being sold through a window of the premises when any such practice is otherwise permitted by state law. (h) It shall be prohibited for any person except a licensee, his or her manager, or agent in charge of the licensed premises, to carry into or have in his or her possession on any licensed premises, any alcoholic beverages provided that this Section shall not apply to beverages sealed in their original container being brought onto the premises of private clubs or establishments with a BYOB License by a patron. (modeled after 4-233) Sec. 4-139 – Reserved. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 82 of 95 DIVISION 5. ‘UNDER 21’ PROHIBITIONS Sec. 4-140. - Furnishing to, purchasing of alcoholic beverages by persons under 21 years of age prohibited; maintaining place where persons under 21 may purchase, drink, or possess alcoholic beverages prohibited. Refer to Chapter 32 Section 135 of the City of Milton Code of Ordinances - Prohibited acts by persons under 21 years of age. Sec. 4-141. – Purchase, consumption, possession by or for underage persons. (a) It shall be prohibited for any person under 21 years of age to purchase, drink, consume or possess any alcoholic beverages except as provided under state law. (b) It shall be prohibited for any person to keep or maintain a place where persons under 21 years of age are knowingly allowed to come and purchase, drink, consume or possess any alcoholic beverage. (c) It shall be prohibited for any parent or other person to buy beer or other alcoholic beverages and furnish such beverage for consumption by any person under 21 years of age except as permitted under state law. (d) It shall be the responsibility of the alcoholic beverage licensee and his or her agents and employees to examine proper identification of patrons to be certain that such patrons are of legal age. (was 4-558) Sec. 4-142. - Under-age persons on licensed premises, employment of minors. No licensee who holds a license to sell or serve alcoholic beverages by the drink or who holds a BYOB license shall permit any person under 21 years of age to be in, frequent or loiter about the licensed premises unless such person is accompanied by a parent, legal guardian or spouse who is 21 years of age or older; provided, however, that such person shall be permitted in eating establishments or private clubs as defined herein without being accompanied by a parent, legal guardian or custodian, and provided further, that this section shall not apply to persons who are employees under this Chapter. (was 4-558) Sec. 4-143. - Misrepresentation of age by underage persons. It shall be prohibited for any person under the age of 21 years, to misrepresent his or her age in any manner whatsoever. Secs. 4-144 – 4-149 Reserved. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 83 of 95 DIVISION 6 – ACTIVITIES PROHIBITED ON PREMISES Sec. 4-150. - Contents of bottles. It shall be prohibited for a licensee to add to the contents of liquor bottles or to refill empty alcoholic beverage bottles or in any other manner to misrepresent the quantity, quality or brand name of any alcoholic beverage. (was 4-241) Sec. 4-151. - Solicitation prohibited. No establishment licensed under this Chapter shall require, permit, suffer, encourage, or induce any employee or person to solicit in the licensed premises for himself or herself, or for any person other than the patron and guest of the patron, the pur chase by the patron of any drink, whether an alcoholic beverage or nonalcoholic beverage or money with which to purchase the beverage; nor shall any licensee pay a commission or any other compensation to any person frequenting his or her establishment or t o his or her agent or manager to solicit for himself or herself or for the others, the purchase by the patron of any drink, whether an alcoholic beverage or nonalcoholic beverage or money with which to purchase the beverage. (was 4-244) Sec. 4-152. - Employees prohibited from mingling with patrons. (a) It shall be prohibited for any employees of a licensee under this Chapter to dance or sit with patrons in the premises or for any patron to be permitted to purchase food or drink for such employees during such employees' working hours. (b) Alcoholic beverages shall only be served by the licensee or the licensee's employees or agents. (c) It shall be prohibited for any employee or agent of any licensee to consume alcoholic beverages on the premises of the licensee during such employee's or agent’s working hours. Sec. 4-153. - Types of entertainment - attire and conduct prohibited. (a) No person shall perform on a premise licensed hereunder acts of or acts which constitute or simulate: 1) Sexual intercourse, masturbation, sodomy, bestiality, oral copulation, flagellation, or any sexual acts which are prohibited by law; STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 84 of 95 2) The touching, caressing, or fondling of the breast, buttocks, anus, or genitals; or 3) The displaying of any portion of the female breast below the top of the areola or the displaying of any portion of any person's pubic hair, anus, cleft of the buttocks, vulva, or genitals. (b) No person shall use on licensed premises artificial devices or inanimate objects to perform, simulate, or depict any of the prohibited conduct or activities described in this Section. (c) It shall be prohibited for any person to show, display, or exhibit, on licensed premises, any film, still picture, electronic reproduction, or any other visual reproduction or image of any act or conduct described in subsections (1) and (2) of this Section. (d) Failure to comply with this Section shall be considered as due cau se to suspend, revoke or refuse to renew any license issued by the City pursuant to this Chapter. Secs. 4-154—4-159 Reserved. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 85 of 95 ARTICLE VI. – REPORTING, AUDITS, AND EXCISE TAXES DIVISION 1. – GENERALLY Sec. 4-160. - Administration and enforcement of article. (a) The Finance Director or his or her designee shall administer and enforce the provisions of this Article. (b) The City Manager may promulgate rules and regulations for the enforcement of this Article. (c) Every licensee engaging in the sale of mixed drinks shall keep such records, receipts, invoices, and other pertinent papers in such form as may be required by the City. (d) The City Manager or his or her designee may examine the books, papers, records, financial reports, equipment, and facilities of any licensee engaging in the sale of any alcoholic beverage, retail or wholesale, in order to verify the accuracy of any return, or if no return is made to ascertain the amount of tax due. (e) In the administration of the provisions of this Chapter, the City Manager or his or her designee may require the filing of reports by any person or class of persons having in their possession or custody any information relating to purchases subject to taxation under this Article. (was 4-512) Sec. 4-161. – Audits. (a) If the City Manager deems it necessary to conduct an audit of the records and books of a licensee, he or she shall notify the licensee of the date, time and place of the audit. The City Manager may designate the City's Finance Director or other designee to perform any audit authorized in this Code. The licensee shall cooperate with the audit or forfeit any license issued under this Chapter. (b) All establishments licensed under this Chapter must maintain the following records for five (5) years and make them available for audit at the licensed premises: 1) Monthly income or operating statements. 2) Daily sales receipts showing beer, wine, liquor and food sales separately (this requirement does not apply to package beer and wine licensees). 3) Daily cash register receipts such as Z Tapes or guest tickets. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 86 of 95 4) Monthly state sales and use tax reports. 5) Federal income tax return with all Form 1099s. 6) Any and all records utilized in calculating excise taxes as set forth in this Chapter. (c) The City Manager can waive all or some of the requirements of subsection (b) of this section if the City Manager finds reasonable evidence to support the waiver. (modeled after 4-100) Sec. 4-162. – Reporting of food sales required. (a) Each holder of any alcoholic beverage license for which minimum food sales requirements apply, shall maintain on the premises and available for inspection at any time during business hours, records that document the establishment’s sales in even dollars and as a percent of total revenue. These numbers shall include gross food sales in even dollars and as a percent of the total sales, gross alcoholic beverage sales in even dollars and as a percent of the total sales, the amount of tax at the percent required under this division, and any other information reasonably related to the operation of the business required by the City. A report reflecting the same shall also be provided to the City Manager upon request and no more than 20 days after such request. (b) Failure to provide any and all of the information required by this section may result in penalties specified in this Chapter, including but not limited to, penalties and interest on the amount of tax due and payable, suspension or revocation of the license, or fines. Sec. 4-163. – Tax levied; reporting requirements; duties of dealers and wholesalers; prohibited sales and deliveries; bonds; penalties. (a) Scope of Section. In addition to all other taxes or license fees imposed upon retail dealers engaged in the City in the business of selling beer, wine and liquor, as defined under the laws of the state, there is im posed and levied upon all dealers described in this Section within the City limits an excise tax, to be computed and collected as set forth in this Article. (b) Amount of tax. The excise taxes on beer, wine, and liquor are set forth below and may be modified by the City Council with such modifications set forth in a schedule of excise taxes on file in the City Manager’s office and the Finance Department. (c) Computation, payment, duties of wholesale dealer or distributor. The tax imposed in this Article shall be computable and payable monthly. Each wholesale dealer or STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 87 of 95 distributor selling, shipping or delivering beer, wine or liquor to any retail dealer in the City shall, as a condition to the privilege of carrying on the business: 1) Keep true and correct records of all sales, shipments or deliveries of such alcoholic beverages to any retail dealer in the City, such records to be for a period of five (5) years for beer, wine, and liquor, and to be made available upon request to any duly authorized representative of the City. 2) Collect from each such retail dealer in the City limits at the time of delivery of the beer, wine, and liquor the amount of tax due under the terms of this Article and to hold such amount in trust for the City until such amount is remitted to the City as provided in this Section. 3) Except as provided in O.C.G.A. § 3-5-81 or other applicable state law, on or before the 20th day of each calendar month make a verified and comprehensive report to the City Manager or his or her designee, which shall correctly show all sales and deliveries of beer, wine, and liquor to or for retail dealers in the City limits for the month immediately preceding such report. Such report shall show the name and address of each retail dealer, the quantities delivered to each retail dealer, the amount collected under the terms of this Article, and such other information as may be called for by the City. This report shall be accompanied by remittance to the City for all taxes collected or due as shown on the report. (d) Noncompliance by wholesale dealer or distributor. If any wholesaler dealer or distributor fails or refuses to make the report provided for in this Section, the City shall notify the party in writing; and if the reports are not made and the taxes remitted within five (5) days from the date of notice, the City may prohibit said wholesaler or distributor from doing business in the City until the acts of noncompliance are cured. In addition, such a wholesaler must pay a late payment charge of fifteen percent (15%) per month for each month of delinquency together with interest on the total amount due (including late payment fee) equal to one percent (1%) per month. (e) Prohibited retail sales. It shall be a violation of this Section for any person to sell at retail within the City any beer, wine, or liquor on which the taxes provided for in this Section have not been paid. This Section shall also apply to Farm Wineries. (f) Prohibited deliveries. It shall be prohibited and a violation of this Section for any wholesale dealer or distributor to deliver any beer, wine, or liquor to any retail dealer in the City without collecting the taxes provided for in this Section at the time of delivery. (g) Violations and penalties. Any person violating any of the provisions of this Section, or who shall assist any retail dealer in beer, wine, or liquor in the City to evade or avoid the payment of the taxes provided for in this Section shall be punished as STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 88 of 95 provided in this Chapter and shall also be subject to having his/her license revoked. (h) Farm Wineries. Wines sold at retail by a Farm Winery shall have levied thereon the excise tax that applies to wholesalers. Farm Wineries have a duty to keep accurate records as to what is sold at retail and what is sold at wholesale. (i) Distilleries. Liquor sold at retail by a distillery shall have levied thereon the excise tax that applies to wholesalers. Distilleries have a duty to keep accurate records as to what is sold at retail and what is sold at wholesale. (j) Breweries. Beer sold at retail by a brewery shall have levied thereon the excise tax that applies to wholesalers. Breweries have a duty to keep accurate records as to what is sold at retail and what is sold at wholesale. State Law reference—O.C.G.A. § 3-3-41; employee solicitation of patrons for drinks on- premises, O.C.G.A. § 3-3-42; display of prices of distilled spirits, O.C.G.A. § 3-4-26; levy of tax on sale of distilled spirits by the package authorized, O.C.G.A. § 3-4-80; sale of distilled spirits by the drink, O.C.G.A. § 3-4-90 et seq.; imposition of excise tax on malt beverages required, O.C.G.A. § 3-5-80; authorization to levy tax on wine, O.C.G.A. § 3 - 6-60. Sec. 4-164. - Per drink excise tax on distilled spirits to be collected and paid by on- premise consumption retailers. (a) There is hereby levied and imposed a specific excise tax on the sale of liquor in the amount of three percent (3%) of the charge to the public (or the patron in the case of a catered even t) for the beverage that contains the liquor; this does not include any sales tax. (b) The excise tax imposed in this subsection does not apply to the sale of fermented beverages made in whole or in part from malt or any similar fermented beverages made in whole or in part from fruit, berries or grapes either by natural fermentation or fermentation with brandy or any similar fermented beverage. (c) The excise taxes provided for in this Section shall be imposed upon and shall be paid by the on-premise consumption licensee who sells liquor by the drink. (d) Each licensee selling liquor by the drink within the City shall file a report with the City by the 20th day of each month showing the preceding calendar month summary of the licensee's gross sales derived from the sale of liquor sold by the drink during the preceding month. (e) Each such licensee shall remit to the City by the 20th day of the month next succeeding the calendar month in which such sales were made the amount of excise tax due in accordance with this Section. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 89 of 95 (f) Each licensee collecting the tax authorized by this Section shall be allowed a percentage of the tax due and accounted for, and shall be reimbursed in the form of a deduction in submitting, reporting, and paying the amount due if the amount is not delinquent at the time of payment. The deduction amount authorized will be the rate authorized under O.C.G.A. § 48 -8-50, as now written or hereafter amended; (currently the rate of deduction as authorized under O.C.G.A. § 48 -8- 50 is three percent (3%) of the total amount due). (g) Excise taxes received after the 10th day of the month shall be charged a fifteen percent (15%) penalty plus interest (h) If the City Manager or his/her designee deems it necessary to conduct an audit of the records and books of the li censee, he/she will notify the licensee and an agreed upon date and time will be arranged. If a date and time cannot be agreed upon, the City Manager or his/her designee may set the date and time to occur anytime during the licensee’s normal business hour s. (i) In addition to any penalties otherwise set forth in this Chapter, failure to properly complete or submit the required reports shall subject the licensee to a late filing penalty of $25.00 for each deficient reporting period. Sec. 4-165. - Excise tax on alcohol produced by brewpubs, breweries, micro - breweries, distilleries and micro-distilleries. (a) Every brewpub, brewery, micro -brewery, distillery and micro -distillery located within the City shall file a monthly report with the City Manager or designee no later than the 20th day of each month, on such forms as the City Manager or designee may prescribe, setting forth all alcohol produced during such preceding calendar month, to include beginning and ending inventories. Such rep ort shall also indicate the total production of alcohol during the report period and the proper tax remittance for such production. Failure to properly complete or submit the required reports shall subject the licensee to a deficient or late filing penalty of $25.00 for each deficient reporting period. (b) There is levied an excise tax on all beer produced by a brewpub or brewery at the rate of $6.00 per half barrel (15½ gallons) and $12.00 per barrel (31 gallons). Where the beer is sold in bottles, cans, or other containers, except barrel or bulk containers, the levied tax shall be 5 cents per 12 ounces and a proportionate tax at the same rate on all fractional parts of 12 ounces. (c) There is levied an excise tax on all liquor produced by a distillery at the rate of $0.22 per liter or [$0.0065] per ounce. (d) Such tax shall be paid to the City no later than the 20th day of each month for the preceding month's production. A late payment penalty of fifteen percent STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 90 of 95 (15%) of the tax otherwise due plus interest shall be added to the amount due for any payment not received by the due date. Sec. 4-166. - Excise tax required on wholesalers. (a) There is levied an excise tax computed at the rate of $0.22 per liter or [$0.0065] per ounce which shall be paid to the governing authority on all wine and liquor sold by wholesalers to retailers in the City. Such tax shall be paid to the City by the wholesale distributor on all wine and liquor sold in the City as follows: 1) Each wholesaler selling, shipping, or in any way delivering wine or liquor to any licensees under this Chapter, shall collect the excise tax at the time of delivery and shall remit the same to the City together with a summary of all deliveries to each licensee on or before the 10th day of the following month. 2) Excise taxes received after the 20th day of the month shall be charged a fifteen percent (15%) penalty plus interest. 3) It shall be a violation of this Chapter for any wholesaler to sell, ship or deliver in any manner any wine or liquor to a retail dealer without collecting such tax. 4) Upon each and every delivery by a licensed wholesaler to a licensed retailer, written records in triplicate shall be prepared, showing the quantities and brands of liquor delivered, together with the price thereof and the tax collected thereon. The original copy of such record shall be delivered by the wholesaler to the retailer simultaneously with each such delivery. The wholesaler shall retain the second copy of such record and shall keep it and have it available for inspection by authorized representatives of the City. If requested by an authorized representative of the City, a copy of such records shall be attached to any reports requested or required by the City. 5) It shall be a violation of this Chapter for any retail dealer to possess, own, hold, store, display or sell any wine or liquor on which such tax has not been paid. Wholesalers collecting the tax authorized in this Section shall be allowed a percentage of the tax du e and accounted for and shall be reimbursed in the form of a deduction in submitting, reporting, and paying the amount due, if the amount is not delinquent at the time of payment. The rate of the deduction shall be at the same rate authorized for deductions from state tax under O.C.G.A. § 48 -8-50, and any amendment thereto. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 91 of 95 (b) There is levied an excise tax on all beer sold by wholesalers to retailers in the City at the rate of $0.05 per 12 -ounce container and $6.00 for each container of tap or draft beer of 15½ gallons and in similar proportion for bottles, cans and containers of various sizes as follows: Size of Container Tax Per Container 7-ounce $0.0291 8-ounce 0.0333 12-ounce 0.0500 14-ounce 0.0583 16-ounce 0.0666 32-ounce 0.1333 Half barrel (15½ gallons) 6.00 One barrel (31 gallons) 12.00 All provisions as to excise tax in this Section shall apply to this tax on beer except the tax rate which is set out in this subsection and the reimbursement of three percent (3%) of the taxes collected which shall not apply to beer wholesalers. Secs. 4-167 – 4-169 Reserved. DIVISION 2. – TAX RETURNS AND COLLECTION Sec. 4-170. - Tax delinquent on 21st day. The tax imposed under this Chapter shall, for each month, become delinquent on the 21st day of each succeeding month. Any such delinquent tax shall bear interest at the rate of one percent (1%) per month, or fraction thereof, and a penalty of fifteen percent (15%) of such delinquent tax shall be added and attached to the total amount of the fee. The City Manager or designee is empowered to pursue any remedy or right of collection and payment of taxes lawfully levied by the City, as may be allowed under the laws of the state and the ordinances of the City. State Law reference— Authority to impose excise tax on sale of distilled spirits by the drink, O.C.G.A. § 3-4-131; Local excise tax on sale of distilled spirits, O.C.G.A. § 3 -4-80; local excise tax on sale of malt beverages, O.C.G.A. § 3-5-80 et seq.; local excise tax on wine, O.C.G.A. § 3-6-60 et seq. Sec. 4-171. - Deficiency assessment. (a) If the City has cause to believe that a return or the amount of tax paid to the City by a licensee is not proper, the City may compute and determine the amount due on the basis of any information available. One (1) or more deficiency determinations may be made of the amount due for any month. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 92 of 95 (b) The amount of deficiency determination shall bear interest at a rate equal t o the bank prime loan rate as posted by the Board of Governors of the Federal Reserve System in statistical review release H. 15 or any publication that may supersede it, plus three percent (3%), to accrue monthly from the 20th day of the month after the close of the period for the tax due, which the amount or any portion thereof should have been returned until paid, in addition to any other penalties which may be imposed. Such annual interest rate shall be determined for each calendar year based on the first weekly posting of statistical release H.15 on or after January 1 of each year. For the purposes of this Section, any period of less than one (1) month shall be considered to be one (1) month. (c) For any deficiency which is determined to be made due to fr aud, or an intent to evade any provisions of this Article, a penalty of 25 percent (25%) of the deficiency shall be added thereto. (d) The City shall give notice of a deficiency determination to the licensee. The notice shall be served by personal service on the registered agent by a City police officer or code enforcement officer. If personal service fails, the notice shall be mailed by certified mail to the registered agent at the address provided and to the named licensee at the licensed premises. Delivery shall be deemed to take place on the third day following deposit in the United States mail. (e) Except in the case of fraud, intent to evade this Chapter, or failure to make a return, every notice of deficiency determination shall be mailed within three (3) years after the 20th day of the calendar month following the monthly period for which the amount is proposed to be determined, or within three (3) years after the return is filed, whichever period should last expire. (was 4-508) Sec. 4-172. - Failure to file return. (a) If any licensee fails to make a return, the City may make an estimate of the amounts of the gross receipts of the licensee, or as the case may be, of the amount of the total sales in the City which are subject to the tax. The estimate shall be made for the period in respect to which the licensee failed to make the return and shall be based upon any information which is or may come into the City's possession. Upon the basis of this estimate, the City shall compute and determine the amount required to be paid the City. One (1) or more determinations may be made for each period. (b) If the failure of any person to file a return is due to fraud or intent to evade this Chapter, a penalty of 25 percent (25%) of the amount requi red to be paid by the party shall be added thereto in addition to any other penalties which are imposed under this Chapter. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 93 of 95 (c) The City shall promptly give to the party written notice of the deficiency in the manner specified by this Chapter. (d) In the event that any person holding a retail license shall fail to file the required return or to pay the taxes imposed by this Chapter, it shall be grounds for suspension or revocation of any retail license to sell alcoholic beverages in the City. (was 4-509) Sec. 4-173. - Penalties and interest. (a) Any party who fails to pay the tax herein imposed by the City, or fails to pay any amount of such tax required to be paid by the party shall, in addition to the tax, pay interest on the outstanding tax obligation at the rate of one percent (1%) per month, or fraction thereof, from the date the tax payment was last due until payment is made. (b) Any party who fails to pay the tax herein imposed by the City, or fails to file any required tax return to the City, within the time required, shall pay a penalty of fifteen percent (15%) of the tax and interest due the City. (c) In the event that any person holding a retail license shall fail or refuse to pay to the wholesaler selling to him or her alcoholic beverages the tax imposed by the City, the wholesaler shall immediately report such failure to pay to the Finance Department and shall make no further s ales of any alcoholic beverages whatsoever to said retailer until receipt of written notification to do so from the City. In such event, the tax may be collected by the City by an action at law against the retailer. (was 4-510) Sec. 4-174. - Actions for collections; overpayment. (a) At any time within three (3) years after the delinquency of any amount due under this Chapter, the City may bring an action in the courts of this state, any other state, or the United States in the name of the City t o collect the amount delinquent, together with penalties, interest, court fees, filing fees, attorneys' fees, and other legal fees incident thereto. (b) Whenever any tax, penalty, or interest has been paid more than once or has been erroneously or illegally collected or received by the City, it may be offset against any future liability for the tax. (c) If the licensee determines that he has overpaid or paid more than once and such fact has not yet been determined by the City, the licensee shall have three (3) STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 94 of 95 years from the date of payment to file a claim with respect to such overpayment or double payments. Such claim shall be in writing and shall state the specific grounds upon which it is based. The claim shall be audited. If the City approves the claim, the excess amount paid may be credited against other amounts due from the licensee or refunded. (was 4-511) Secs. 4-175 – 4-179 Reserved. ARTICLE VII. - WHOLESALERS DIVISION 1. – GENERALLY Sec. 4-180. - License required. (a) Any wholesale dealer in alcoholic beverages who is licensed by the State of Georgia and who has a place of business in the city shall procure a license under the same distance requirements and required hours and days of operation applicable to retail package licensees. The licens e fee for a resident wholesale dealer's license shall be set by the City Council and approved by resolution. (b) Any wholesale dealer in alcoholic beverages who is licensed by the State of Georgia, who does not have a place of business in the city but who does business in the city, shall be registered in the city and subject to excise tax due from wholesale dealers pursuant to article VIII. Such registration shall be renewed annually with: 1) Submittal of annual renewal affidavit; 2) The presentation of satisfactory evidence that he understands the alcoholic beverage rules and regulations of the city and the conditions under which retail licenses are issued; and 3) A registration fee of $100.00 as authorized by O.C.G.A. § 3 -5-43. (was 4-400) Sec. 4-181. - Special provisions applicable to wholesale license. (a) Except as may be authorized under state law, no person who has any direct financial interest in any license for retail sale of any alcoholic beverages in the City shall be allowed to have any interest or ownership in any wholesale alcoholic beverage license issued by the City. STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 95 of 95 (b) No retailer shall purchase any alcoholic beverage from any person other than a wholesaler licensed under this Chapter. No wholesaler shall sell any alcoholic beverage to any person other than a retailer licensed under this Chapter; provided, however, that this Section shall not prohibit the purchase by one (1) retailer of another retailer's entire stock in a bona fide purchase of an ongoing business. (c) No alcoholic beverage shall be delivered to any retail sales outlet in the City except by a duly licensed wholesaler. The name of the wholesale distributor shall be clearly marked on the delivery vehicle. (Ord. No. 15-03-236, § 1, 3-16-2015; Ord. No. 17-05-316, § 1, 5-15-2017) Sec. 4-182. - Audits. If the City Manager deems it necessary to conduct an audit of the wholesaler licensee's records and books, he or she shall notify the licensee of the date, time and place of the audit. (Ord. No. 15-03-236, § 1, 3-16-2015; Ord. No. 17-05-316, § 1, 5-15-2017 Secs. 4-183 – 4-199 Reserved. CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 27, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of an Ordinance to Amend Appendix A, Section 4-52 Related to Chapter 4, Alcoholic Beverages of the Code of the City of Milton, Georgia MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 61D071AF-3539-446D-8175-BC7CE41A892E June 1, 2020 X X X X To: Honorable Mayor and City Council Members From: Sarah LaDart, Economic Development Manager Date: Submitted on May 26, 2020 for Unfinished Business on the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of An Ordinance to Amend Appendix A, Section 4- 52 Related to Chapter 4, Alcoholic Beverages of the Code of the City of Milton, Georgia. _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: In relationship to the proposed Chapter 4 – Alcoholic Beverages rewrite, the corresponding fees in Appendix A have been updated or adjusted. The major edits include: • Charges for Sunday Sales • Adjusting the fee for for-profit Special Event Permits • Applying a fee for temporary licenses • Applying a fee for breweries, micro-breweries, distilleries, and micro- distilleries • Removing brown bagging • Editing ordinance references Funding and Fiscal Impact: None. Alternatives: None. Legal Review: Deborah Dance, Jarrard & Davis – May 26, 2020 Concurrent Review: Steve Krokoff, City Manager Attachment(s): Amended Appendix A DocuSign Envelope ID: 2937815F-8993-4EBA-A8A5-6DAB4769B068 STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 1 of 7 AN ORDINANCE TO AMEND APPENDIX A, SECTION 4-52 RELATED TO CHAPTER 4 – ALCOHOLIC BEVERAGES, OF THE CODE OF THE CITY OF MILTON, GEORGIA BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the amendment of Appendix A, Section 4-52 Related to Chapter 4 - Alcoholic Beverages, of the Code of the City of Milton, Georgia is hereby adopted and approved; and is attached hereto as if fully set forth herein, and; SECTION 2. All ordinances, parts of ordinances, or regulations in conflict herewith are repealed. SECTION 3. That this Ordinance shall become effective upon its adoption. ORDAINED this the 1st day of June, 2020. ____________________________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie AM Gordon, City Clerk STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 2 of 7 Appendix A - FEES AND OTHER CHARGES[1] FEES AND OTHER CHARGES Chapter 4—Alcoholic Beverages 4-30(h) License fees Retail package Wine $400.00/year Beers (including growlers) $400.00/year Wine and beers $800.00/year Distilled spirits $3,000.00/year Wine, beers and distilled spirits $3,800.00/year Consumption on Premises Wine $650.00/year Beers $650.00/year Wine and beers $1,300.00/year Distilled spirits $3,200.00/year Wine, beers and distilled spirits $4,500.00/year Additional bar $1,000.00/year Brown bagging $100.00/year 4-30(h) Prorated license fees - based on the number of months remaining in the calendar year (a partial month equals a whole month). Retail package Wine $33.33/month Beers (including growlers) $33.33/month Wine and beers $66.66/month Distilled spirits $250.00/month Wine, beers and distilled spirits $316.66/month Consumption on Premises Wine $54.16/month STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 3 of 7 Beers $54.16/month Wine and beers $108.32/month Distilled spirits $266.66/month Wine, beers and distilled spirits $375.00/month Additional bar $83.33/month Brown bagging $8.33/month 4-34 Processing fee - administrative $100.00/year 4-52(e) Transfer license fee $100 4-64(b)1 Penalty for sale to underage persons For the first offense A minimum fine of $500.00 4-64(b)2 Penalty for sale to underage persons For the second offense in 24-month period A minimum fine of $750.00 4-64(b)3 Penalty for sale to underage persons For the third offense in 24- month period A minimum fine of $1,000.00 4-64(e) Criminal penalties In addition to available actions, violators of chapter could be charged criminal penalties Not to exceed $1,000.00 4-70(c)1 Sunday Sales License Retail Package $250/year 4-70(c)1 Sunday Sales License Consumption on Premise $500/year 4-70(c)7 Specialty gift shop license (beer/wine) Flat fee $100.00/year 4-70(c)8 Manufacturer’s License Brewery or Distillery In addition to license fees in section 4-70 $500.00/year 4-70(c)8 Manufacturer’s License Brewpub, Micro-Brewery or Micro-Distillery In addition to license fees in section 4-70 $250.00/year STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 4 of 7 4-70(c)9 Grand Opening/Annual Promotions Permit No fee 4- 70(c)11a Special event pouring permit alcohol license For currently licensed consumption on premises establishments $250.00 4- 70(c)11b Special event pouring permit alcohol license For non-profit civic organizations $100.00 4-71(c) Temporary license 25% of assessed annual fee 4-78(a) Ancillary Beer and/or Wine Tasting License $100/year 4-78(b) “Bring Your Own Beverage” (BYOB) License $100/year 4-78(c) Craft Beer and/or Wine Market In addition to license fees in section 4-70 $250/year 4-78(d) Incidental License $100/year 4-78(e) Limited Service Restaurant License In addition to license fees in section 4-70 $250/year 4-78(f) Limited Tap License $325/year 4-80 Private clubs See section 4-70 4-81 Hotel and hotel in-room service See section 4-70 4-82 Resident caterer permit For currently licensed consumption on premises or retail package establishments $150.00/year 4-82 Non-resident caterer permit For authorized event $50.00/event 4-83 Special events facility license If facility operator serves alcoholic beverages See section 4-70 4-84 Public facilities alcohol permit event alcohol license $50.00/event STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 5 of 7 4-85(c)1 Farm winery - wholesale $400.00/year 4-85(c)2 Farm winery - retail packages sales $400.00/year 4-85(c)3 Farm winery - consumption on premises $650.00/year 4-108 Wholesaler license fee Located within the city limits Wine $400.00/year Beers $400.00/year Wine and beers $800.00/year Distilled spirits $3,000.00/year Wine, beers and distilled spirits $3,800.00/year 4-108 Wholesaler license fee Located outside of the city limits Wine $100.00/year Beers $100.00/year Wine and beers $100.00/year Distilled spirits $100.00/year Wine, beers and distilled spirits $100.00/year 4-122(c) Pouring permit Investigative fee $60.00/every 2 years 4-122(i) Pouring permit replacement If within 30 days of original application date, then fee is $7.50. If after 30 days of original application, new application and fee must be submitted (see 4-235). 4-164(a) Excise tax on distilled spirits by the drink 3% of the charge to the public for the beverage 4-165(b) Excise tax on all beer produced by a brewpub, brewery, or micro- brewery $6.00 per half barrel (15½ gallons) and $12.00 per barrel (31 gallons), $0.05 per 12 ounces and a proportionate tax at the STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 6 of 7 same rate on all fractional parts of 12 ounces 4-165(c) Excise tax on all liquor produced by a distillery or micro-distillery $0.22 per liter or [$0.0065] per ounce, and a proportionate tax at the same rate on all fractional parts of a liter 4-165(d) Penalty for late excise tax payment 15% of the tax otherwise due 4-166(a) Wholesale excise tax on distilled spirits $0.22 per liter of distilled spirits, and a proportionate tax at the same rate on all fractional parts of a liter 4-166(a) Wholesale excise tax on wine $0.22 per liter of wine, and a proportionate tax at the same rate on all fractional parts of a liter 4-166(b) Wholesale excise tax on beers Container types When beers are sold in or from a barrel or bulk container $6.00 on each container sold containing not more than 15½ gallons and a proportionate tax at the same rate on all fractional parts of 12 ounces When beers are sold in bottles, cans, or other containers other than barrel or bulk containers $0.05 per 12 ounces and a proportionate tax at the same rate on all fractional parts of 12 ounces 4-171(b) Interest on deficiency of wholesale or retail excise tax See section 4-171(b) 4-171(c) Penalty on deficiency due to fraud 25% of the amount required to be paid 4-172(b) Penalty for failure to file return For any deficiency which is determined to be made due to fraud, or intent to evade this chapter 25% of the amount required to be paid STATE OF GEORGIA ORDINANCE NO. COUNTY OF FULTON Page 7 of 7 4-173(b) Penalty for failure to pay tax Any party who fails to pay the tax herein imposed by the city, or fails to file any required tax return to the city, within the time required 15% of the tax, or amount of the tax and interest, due the city CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 26, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of a Resolution Appointing Members to the City of Milton Citizens Advisory Committee for the City of Milton 2040 Comprehensive Plan – The Comprehensive Plan Advisory Committee (CPAC) MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: DA1B8574-F5FF-41A0-86F1-B7BDD90A512D X June 1, 2020 X X X To: Honorable Mayor and City Council Members From: Parag Agrawal, Community Development Director Date: Submitted May 26, 2020 for the June 1, 2020 Regular City Council Meeting Agenda Item: Consideration of a Resolution Appointing Members to the City of Milton Citizens Advisory Committee for the City of Milton 2040 Comprehensive Plan – The Comprehensive Plan Advisory Committee (CPAC) _____________________________________________________________________________________ Department Recommendation: Approval. Executive Summary: The Georgia Department of Community Affairs (DCA) requires that local governments conduct and complete a comprehensive plan every five (5) years. The City of Milton, since its incorporation, has completed two (2) Comprehensive Plans (in 2011 and 2016) in accordance with the rules of Georgia Department of Community Affairs (DCA), and has maintained its Qualified Local Government (QLG) status. Milton’s next Comprehensive Plan is due to the state DCA in the fall of 2021 in order to fulfil this requirement and continue to maintain QLG. Per City code, the Mayor and each Councilperson shall nominate his or her designee for one (1) of seven (7) of the 16 positions on the City of Milton Citizens Advisory Committee for the City of Milton 2040 Comprehensive Plan – The Comprehensive Plan Advisory Committee (CPAC). The 16 positions shall consist of the seven members of the City of Milton Planning Commission (PC), the Chairman of the City of Milton Board of Zoning Appeals (BZA), and the Chairman of the City of Milton Design Review Board (DRB) and shall serve on the Citizen Advisory Committee to the City of Milton 2040 Comprehensive Plan – The Comprehensive Plan Advisory Committee (CPAC) consistent with their terms on their respective board or commission. Additionally, pursuant to DCA guidelines, the City Council (as the “governing authority” for the City) must ‘be aware of and actively involved in’ the comprehensive plan development process. In order to best provide for DCA approval of the City’s plan, DocuSign Envelope ID: FC80B7DF-5DCF-48E5-BA91-D2957F0084E3 without overburdening the Councilmembers’ scarce time, the city attorney has recommended that the City Council appoint two (2) of its members as ex-officio (non- voting) liaisons to the committee. The CPAC will serve to help facilitate the development of the Comprehensive Plan by providing guidance regarding local preferences, and make recommendations regarding the four components of the Comprehensive Plan, which are 1) General Vision Statement, 2) List of Community Goals, 3) Community Policies, and 4) Character Area and Defining Narrative; and reviewing draft materials. There are nine (9) already ordained members: 1. Ron Gilbert – Chair of PC 2. Zach Middlebrooks, PC 3. Kurt Notle, PC 4. Fred Edwards, PC 5. Marty Lock, PC 6. Jan Jacobus, PC 7. Sumeet Shah, PC 8. Tobb Chernik, Chair of BZA 9. Laura Wysong, Chair of DRB The seven (7) Council appointees are as follows: 1. Martin Littleton, Mayor (at Large) Joe Lockwood 2. Heather Sparkes (District 1/Post 1) Peyton Jamison 3. Brian Maloney (District 1/Post 2) Carol Cookerly 4. Colt Whittall (District 2/Post 1) Laura Bentley 5. Larry Johnstone (District 2/Post 2) Paul Moore 6. Marc Arrington (District 3/Post 1) Joe Longoria 7. George Yunus (District 3/Post 2) Rick Mohrig The City Council will also nominate two City Council members as the liaisons of the Citizen Advisory Committee to the City of Milton 2040 Comprehensive Plan – The Comprehensive Plan Advisory Committee (CPAC) Legal Review: May 26, 2020 (Paul Frickey, Jarrard & Davis) Concurrent Review: Steve Krokoff, City Manager Attachment: Resolution DocuSign Envelope ID: FC80B7DF-5DCF-48E5-BA91-D2957F0084E3 STATE OF GEORGIA COUNTY OF FULTON RESOLUTION NO. A RESOLUTION APPOINTING MEMBERS TO THE CITY OF MILTON CITIZENS ADVISORY COMMITTEE FOR THE CITY OF MILTON COMPREHENSIVE PLAN BE IT RESOLVED by the City Council of the City of Milton, GA while in regular session on June 1, 2020 at 6:00 p.m. as follows: SECTION 1. That the Mayor and Each Councilperson shall nominate his or her designee for one (1) of seven (7) of the sixteen (16) positions on the Committee as follows; SECTION 2. That Martin Littleton (At Large, Mayor Joe Lockwood) is hereby appointed to the Milton Citizen’s Advisory Committee for a term commencing June 1, 2020 and ending on December 31, 2021 and, SECTION 3. That Heather Sparkes (District 1/Post 1, Peyton Jamison) is hereby appointed to the Milton Citizen’s Advisory Committee for a term commencing January 1, 2020 and ending on December 31, 2021 and, SECTION 4. That Brian Maloney (District 1/Post 2, Carol Cookerly) is hereby appointed to the Milton Citizen’s Advisory Committee for a term commencing June 1, 2020 and ending on December 31, 2023 and, SECTION 5. That Colt Whittall (District 2/Post 1, Laura Bentley) is hereby appointed to the Milton Citizen’s Advisory Committee for a term commencing June 1, 2020 and ending on December 31, 2021 and, SECTION 6. That Larry Johnstone (District 2/Post 2, Paul Moore) is hereby appointed to the Milton Citizen’s Advisory Committee for a term commencing June 1, 2020 and ending on December 31, 2023 and, SECTION 7. That Marc Arrington (District 3/Post 1, Joe Longoria) is hereby appointed to the Milton Citizen’s Advisory Committee for a term commencing June 1, 2020 and ending on December 31, 2021 and, SECTION 8. That George Yunus (District 3/Post 2, Rick Mohrig) is hereby appointed to the Milton Citizen’s Advisory Committee for a term commencing June 1, 2020 and ending on December 31, 2023 and, SECTION 9. That, pursuant to Milton Code section 2-184, the remainder of the 16 positions shall consist of the seven members of the City of Milton Planning Commission, the Chairman of the City of Milton Board of Zoning Appeals, and the Chairman of the City of Milton Design Review Board who shall serve on the Milton Citizens Advisory Committee (also known as the Comprehensive Plan Advisory Committee CPAC) coterminous with their terms on their respective board or commission. SECTION 10. That the Mayor and City Council shall choose one of the members of the Citizen Advisory Committee to be the Chairperson. SECTION 11. That this Resolution shall become effective upon its adoption. RESOLVED this the 1st day of June, 2020. Approved: __________________________ Joe Lockwood, Mayor Attest: _________________________ Sudie AM Gordon, City Clerk CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 28, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of a Resolution to Enter Into a Cooperation Agreement Between the City of Milton and Fulton County to Continue Participation in the Fulton County Community Development Block Grant Program (CDBG) for the Program Years 2021, 2022, and 2023 MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 8D977A08-2F58-4C6C-BB27-75480B68D53D X June 1, 2020 X X U.S. Department of Housing and Urban Development CDBG Program Urban County Qualification COOPERATION AGREEMENT FOR Fulton County, Georgia and The City of Milton Program Years January 1, 2021 – December 31, 2023 AUTHORITY: HUD - NOTICE CPD-19-04 TABLE OF CONTENTS Section 1: Urban County Qualification Requirements ........................................................ .3 Section 2: CDBG Program ..................................................................................................... 3 Section 3: Duration of Agreement ........................................................................................ 5 Section 4: Federal Grant Restrictions ................................................................................... 5 Section 5: Compliance .......................................................................................................... 6 Section 6: CDBG Eligible Project Approval.............................................................................7 Section 7: Program Income ...................................................................................................7 Section 8: Authorizations ..................................................................................................... 8 Section 9: Agreement Execution ...........................................................................................9 Section 10: City Clerk Certification .......................................................................................10 Section 11: Legal Opinion .................................................................................................... 11 FULTON COUNTY COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM COOPERATION AGREEMENT [AUTHORITY: CPD NOTICE 19-04; MARCH 2019] Program Year 2021 - 2023 This Cooperation Agreement made this _____ day of __________, 2020, by Fulton County, a political subdivision of the State of Georgia (hereinafter referred to as the "County") and the City of Milton, a municipal corporation located in Fulton County (hereinafter referred to as the "City"). Section 1: Urban County Qualification Requirements The United States Department of Housing and Urban Development (hereinafter referred to as "HUD") has determined that the County is eligible, as an "Urban County", to receive Entitlement Community Development Block Grant (CDBG) funds under Title I of the Housing and Community Development Act of 1974, as amended, to address certain needs of predominantly low and moderate income persons with CDBG funds, and any program income derived from the expenditure of CDBG funds to be made available during the period beginning with Program Year [hereinafter referred to as PY] 2021 and continuing in place and in full effect until such time in the future as the City shall elect to exclude itself, in accordance with HUD instructions and schedules. The County agrees to provide written notice to the City of its rights of future exclusion from the County CDBG Program for each successive three year qualification period, in compliance with HUD-required notification dates. HUD permits Urban Counties and their participating municipalities to execute Cooperation Agreements which are to be automatically renewed at the end of each three-year qualification period, unless changes in the Agreement are required by HUD that would necessitate the execution of a new Agreement and/or unless the participating municipality elects to be excluded from the Agreement at the beginning of each three year cycle. The County and the City agree, herein, to execute this automatically renewing Cooperation Agreement, with these special stipulations, and as further described in this Agreement, beginning with PY 2021. Section 2: CDBG Program The funds received under this Agreement will be used to improve the quality of housing, public facilities, certain public service capital needs, and to create and/or retain jobs, predominantly for low and moderate income persons. These funds will benefit low and moderate income citizens of the County's incorporated municipalities, if the needs of such persons in these municipalities are included in the Fulton County CDBG Program. By executing the CDBG Cooperation Agreement, the City understands that it: 1. May not apply for grants from appropriations under the State CDBG Program for fiscal years during the period in which it participates in the urban county's CDBG program; and 2. May receive a formula allocation under the HOME Program only through the urban county. Thus, even if the urban county does not receive a HOME formula allocation, the participating unit of local government cannot form a HOME consortium with other local governments. (Note: This does not preclude the urban county or a unit of government participating with the urban county from applying to the State for HOME funds; and 3. May receive a formula allocation under the ESG Program only through the urban county. (Note: This does not preclude the urban county or a unit of government participating with the urban county from applying to the State for ESG funds. Participation in this Agreement covers participation in the Community Development Block Grant [CDBG] program per HUD requirements. The County invites the participation of the incorporated municipalities located in Fulton County in the Community Development Block Grant Program, upon the respective municipalities dedicating their population counts in support of the County formula allocation of funds and the County agrees to carry out the objectives of the Housing and Community Development Act, as amended, throughout the unincorporated areas of the County and in the City. The County agrees to allocate to the City each Program Year a CDBG “fair share” dollar amount based on the City’s percentage of the County’s total population, according to the 2020 or later Census, or any Bureau of Census population statistics, if approved by HUD. The City may also receive additional CDBG funds, if awarded by the Fulton County Board of Commissioners. During each Program Year, the City agrees to make priority decisions and to submit a list of eligible CDBG activities to the County. The CDBG activities shall be submitted to the County in accordance with the County's schedule for the preparation of the Consolidated Plan(s), which must be approved by HUD. The list of CDBG activities will be accepted by the County, as recommended by the City, except for activities, which are ineligible under the federal program regulations. The County and the City acknowledge that neither party shall obstruct the implementation of the HUD approved Consolidated Plan(s) during the period covered by this Agreement. The County and City jointly agree to work cooperatively each program year to establish a schedule of implementation, which is responsive to the City's needs, while complying with all federal requirements. The County agrees to submit to the City, for review and comment, any plans, which would affect the City, which will involve the use of CDBG funds for implementation. Section 3: Duration of Agreement This Agreement remains in effect until CDBG funds have been received from HUD and have been expended by the City and the County. Neither the County nor the City can terminate or withdraw from the Cooperation Agreement while it remains in effect. The City pledges its willingness to undertake or assist in the undertaking of eligible CDBG activities funded by the Fulton County CDBG Program. The City understands that it remains a part of the County CDBG Program beginning with PY 2021 and shall remain a member until such time, at the end of any HUD- designated three-year period, as the County provides to the City written notice, in accordance with the HUD-established instructions and schedule, and the City elects not to participate in a new qualification period. The failure of either party to adopt an amendment to the Agreement incorporating all changes necessary to meet the requirements for Cooperation Agreements set forth by HUD for a subsequent three year Urban County qualification period and to submit the amendment(s) to HUD, as required by HUD, will void the automatic renewal of such qualification period. The County will notify the City, by HUD prescribed dates, for the next and all subsequent three year qualification periods, of the City's rights to remain a party to the Agreement or elect to choose exclusion from the County CDBG Program. It is hereby agreed to by the parties signed hereto that neither party shall terminate this Cooperation Agreement after the date first written prior to the end of any three year qualifying period. The City may choose to exclude itself from the County CDBG Program only at the beginning of each three year qualifying period, unless the City has exercised its option to exclude itself from the County CDBG Program established under the terms of the Housing and Community Development Act of 1974, as amended. The only other options for termination of this Agreement are the cancellation by HUD of its obligation to the County under the aforementioned Act, or if the County fails to quality as an Urban County, or if the County does not receive a CDBG grant in any year of the three year period previously identified. It is also agreed by the parties signed hereto that this Agreement shall remain valid until such time as: a. HUD requires changes in the Agreement; or b. The City shall choose to exclude itself from the County CDBG Program; or c. The County shall no longer qualify to receive CDBG funds. Section 4: Federal Grant Restrictions The City understands that it may not apply for grants under the Small Cities or Department of Community Affairs [DCA] State CDBG Program from appropriations for fiscal years during the period in which it is participating in the County's CDBG Program. The City understands that it may not participate in a Consortium except through the County, regardless of whether the County receives a formula allocation. The County agrees to actively request the City's involvement in the Community Development Block Grant Program and the County agrees to accept the City's interest in undertaking eligible CDBG activities. The City and the County agree to cooperate to undertake, or assist in undertaking, community renewal and lower income housing assistance activities, specifically urban renewal and publicly assisted housing within the municipal limits of said City. Section 5: Compliance The County and the City agree to "cooperate to undertake, or assist in undertaking, community renewal and lower-income housing assistance activities." The City acknowledges that it has adopted and is enforcing a policy prohibiting the use of excessive force by law enforcement agencies within its jurisdiction against any individuals engaged in non-violent civil rights demonstrations. The City acknowledges that it has adopted and is enforcing a policy of enforcing applicable State and local laws against physically barring entrance to or exit from a facility or location, which is the subject of such non-violent civil rights demonstrations within its jurisdiction. The County and the City will take all actions necessary to ensure compliance with the County's certification under Section 104 (b) of Title I of the Civil Rights Act of 1964, the Fair Housing Act, and affirmatively furthering fair housing. The City and the County also have an obligation to comply with Section 109 of Title I of the Housing and Community Development Act of 1974, which incorporates Section 504 of the Rehabilitation Act of 1973 and the Age Discrimination Act of 1975, and all other applicable laws. The County acknowledges that it is prohibited from funding activities in or in support of any cooperating city that does not affirmatively further fair housing within its own jurisdiction or that impede the County's actions to comply with its fair housing certification. If the City undertakes any activities with Community Development Block Grant funds, the City will take all required actions to comply with the provisions of Section 104 (b) of Title I of the Housing and Community Development Act of 1974, as amended, including Title VI of the Civil Rights Act of 1964, the Fair Housing Act, Section 109 of Title I of the Housing and Community Development Act of 1974, as amended, and other applicable laws. The City agrees to affirmatively further fair housing within its jurisdiction and to assist the County in the implementation of its HUD approved Consolidated Plan covering the County and the City throughout the effective term of this Agreement. The City has affirmed that it has adopted and is enforcing: a. A policy prohibiting the use of excessive force by law enforcement agencies within its jurisdiction against any individuals engaged in non-violent civil rights demonstrations; and; b. A policy of enforcing applicable State and local laws against physically barring entrance to or exit from a facility or location which is the subject of such non-violent civil rights demonstrations within jurisdictions." The city understands that it may not sell, trade, or otherwise transfer all or any portion of such funds to another such metropolitan city, urban county, unit of general local government, or Indian tribe, or insular area that directly or indirectly receives CDBG funds in exchange for any other funds, credits or non-Federal considerations, but must use such funds for activities eligible under title I of the Act. Section 6: CDBG Eligible Project Approval The County will have the responsibility for approving projects as eligible for funding, after their selection by the Mayor and Council of the City. The County will also have the responsibility for preparing the Consolidated Plan and for other documents and reports to be submitted to HUD. The City will provide the necessary documentation, with technical assistance from the County, for projects funded with CDBG funds. Pursuant to the requirements of 24 CFR 570.501(b), the City agrees that it will enter into a CDBG Subrecipient Agreement [as do all Subrecipients, as set forth in 24 CFR 570.503] for each of the years during which the City remains as a participating municipality in the County CDBG Program for the use of such funds as are approved by the County for the City for each of the respective years. Section 7: Program Income If the City generates any program income as a result of the expenditure of CDBG funds, the provisions of 24 CFR 570.504(c), as well as the following specific stipulations, shall apply: a. The City acknowledges that it must notify the County of any program income generated through the expenditure of CDBG funds during the calendar month that such program income is generated. b. The City acknowledges that any such program income must be expended by the City or paid to the County at the end of the month in which the program income is generated. c. The City further acknowledges that the County has the responsibility for monitoring and reporting to the U.S. Department of Housing and Urban Development (HUD) on the generation of any such program income. The responsibility for appropriate recordkeeping by the City and reporting to the County by the City on the generation of such program income is hereby acknowledged by the City. The County agrees, herein, to provide technical assistance to the City in establishing an appropriate and proper recordkeeping and reporting system, as required by HUD. d. In the event of close-out or change in status of the City, any program income that is on hand or received subsequent to the close-out or change in status shall be paid to the County within 30 calendar days following the official date of the close-out or change in status. The County agrees to notify the City, in writing, should close-out or change in status of the City occur as a result of changes in CDBG Program statutes, regulations and/or instructions. The following standards shall apply to real property (within the control of the City) acquired or improved, in whole or in part, using CDBG funds. The standards are: a. The City shall inform the County in writing at least thirty (30) calendar days prior to any modification or change in the use of the real property from that planned at the time of acquisition or improvements, including disposition; b. The City shall reimburse the County in an amount equal to the current fair market value (less any portion thereof attributable to expenditures of non-CDBG funds) of property acquired or improved with CDBG funds that is sold or transferred for a use which does not qualify under the CDBG regulations. Said reimbursement shall be provided to the County at the time of sale or transfer of the property referenced, herein. c. Any program income generated from the disposition or transfer of property prior to or subsequent to the close-out, change of status or termination of the Cooperation Agreement between the County and the City shall be repaid to the County at the time of disposition or transfer of the property. Section 8: Authorizations The Mayor of the City of Milton is hereby authorized to execute any and all documents necessary as a condition for the City's participation under the terms of the aforementioned Housing and Community Development Act of 1974, as amended. Section 9: Agreement Execution IN WITNESS WHEREOF, the parties hereunto have affixed their signatures on the dates specified below: For City of Milton: For Fulton County: ________________________________________ ________________________________ Joe Lockwood, Mayor Robb L. Pitts, Chairman City of Milton Fulton County Board of Commissioners ________________________________________ ________________________________ Typed or printed name and title Date of Signature ________________________________________ Attest: ___________________________ Date of Signature County Clerk ________________________________ Attestor Type or printed name and title ________________________________ Attest: ____________________________________ Date of Signature Signature [IMPRINT COUNTY SEAL HERE] __________________________________________ Attestor Typed or printed name and title __________________________________ Date of Signature ________________________________ Pamela Roshell, PhD Deputy Chief Operating Officer and Interim Director of Community Development Department ________________________________ Date of Signature City of Milton Resolution Item Number: _________________ City Council Approval Meeting Date: ____________________ Section 10: City Clerk Certification Name of City: City of Milton This is to certify that the authority to execute the attached Cooperation Agreement with the Fulton County Board of Commissioners for participation in the Fulton County Community Development Block Grant Program, for Urban County qualification beginning with PY 2021, and continuing until such time for future Urban County qualification periods as the City might choose to exclude itself from the Fulton County Government Community Development Block Grant Program, was approved and adopted in the regular meeting of the City Council held on: This is to further certify that the attached is a true and correct copy of said “Cooperation Agreement,” as approved at the City Council meeting held on the date written above. ____________________________________ Signature of Milton City Clerk ____________________________________ Print Name of Milton City Clerk _____________________________________ Date ______________________________________ Attest: Signature ______________________________________ Print Name of Attestor ______________________________________ Date of Signature Section 11: Legal Opinion For City of Milton LEGAL OPINION OF THE CITY ATTORNEY: I do hereby certify that the terms and provisions of the Fulton County Urban Cooperation Agreement are fully authorized under State and local law, and the Agreement provides full legal authority for the Urban County to undertake or assist in undertaking activities for the Community Development Block Grant Program. Approved: _____________________ City of Milton Attorney _____________________________ Name of City Attorney [Typed or Printed] ______________________ Date of Approval For Fulton County LEGAL OPINION OF THE COUNTY ATTORNEY: I do hereby certify that the terms and provisions of the Fulton County Urban Cooperation Agreement are fully authorized under State and local law, and the Agreement provides full legal authority for the Urban County to undertake or assist in undertaking activities for the Community Development Block Grant Program. Approved: _________________________ Fulton County Attorney _________________________________ Name of Fulton County Attorney [Typed or Printed] ______________________ Date of Approval Fulton County Department of Community Development 137 PEACHTREE STREET, S.W., Suite 300 ♦ Atlanta, Georgia 30303 Office (404) 613--7944 ♦ Web: www.fultonHOUSINGhumanservices.org GEORGIA RELAY NUMBER: 711 May 12, 2020 The Honorable Mayor Joe Lockwood Milton City Hall 2006 Heritage Walk Milton, GA 30004 Re: Cooperation Agreement for Program Years January 1, 2021 – December 31, 2023 Dear Mayor Lockwood: Every three years, Fulton County, as the lead entity for the Fulton County Urban County CDBG Program, is required to re-qualify as an Urban County along with each of its municipal partners. As such, the Fulton County CDBG Program Office is requesting documentation of the City’s intent to participate in the Fulton County Urban County CDBG Program. If the City elects to participate for the next three years, please pass a resolution to authorize the chief elected official to execute an agreement that allows for continual participation in the Fulton County Urban County CDBG Program. If the City elects to not participate, please send a formal declination that excludes participation in Fulton County’s Urban County CDBG Program. (Fulton County is required to notify affected participating units of government in writing that the agreement will automatically be renewed unless the City of Milton notifies the Fulton County CDBG Program Office in writing by Friday, June 5, 2020). This letter serves as notification that the City of Milton is not eligible to apply for CDBG grants under the State CDBG program while it is a part of an Urban County, and in becoming a part of the Urban County, City of Milton automatically participates in the HOME and ESG programs if the Urban County receives HOME and ESG funding, respectively. If a jurisdiction decides to exclude itself from Fulton County’s Urban County, it may compete statewide through the Georgia State Department o f Community Affairs (DCA) CDBG Program for any future CDBG funding. We have enjoyed working with the City of Milton over the years and we know that the CDBG funds invested in the City of Milton has funded numerous public improvements, supported nonprofit agencies, and provided assistance to low and moderate income families. Fulton County Department of Community Development 137 PEACHTREE STREET, S.W., Suite 300 ♦ Atlanta, Georgia 30303 Office (404) 613--7944 ♦ Web: www.fultonHOUSINGhumanservices.org GEORGIA RELAY NUMBER: 711 Page 2 of 2 City of Milton Cooperation Agreement Program Years 2021- 2023 To remain a part of the Fulton County Urban County, the City should take the following steps: Council Action Required • Obtain a formal majority vote by the City Council at a regularly scheduled or special meeting prior to June 5, 2020 to rejoin the Fulton County Urban County CDBG Program; and • Authorize the Mayor to execute and the City Clerk to certify all Cooperation Agreements and any other necessary documents permitting the City to remain as a member of the Fulton County CDBG Program. Mayor/Clerk Action Required • Execute Federal Program Year [PY] 2021-2023 Cooperation Agreement with original signatures on all 5 copies. • Return all 5 copies of PY2021-2023 Cooperation Agreements and copies of the City’s authorizations [agenda and minutes] to the Fulton County CDBG Program Office- Attention Kim Benjamin, CDBG Community Development Manager, by Friday, June 12, 2020. • If your City chooses to exclude itself from the Fulton County Urban County CDBG Program, you are required to notify the County in writing that the City wishes to be excluded from participation in Fulton County’s Urban County program at the expiration of the current agreement by Friday, June 5, 2020. Should you have any questions regarding the execution of the attached City of Milton Cooperation Agreement, please contact me at (404) 612-1243 or via email at Pamela.roshell@fultoncountyga.gov Sincerely, Pamela Roshell, PhD Interim Director and Deputy Chief Operating Officer cc: Robb L. Pitts, Chairman, Fulton County Board of Commissioners Richard Dick Anderson, County Manager Anna Roach, Chief Operating Officer Patrise Perkins- Hooker, County Attorney CITY COUNCIL AGENDA ITEM TO: City Council DATE: May 28, 2020 FROM: Steven Krokoff, City Manager AGENDA ITEM: Consideration of a Resolution of the City of Milton Calling for the State of Georgia Fiscal Year 2021 Budget to Include Funding for New NOW/COMP Waiver Recipients MEETING DATE: Monday, June 1, 2020 Regular City Council Meeting BACKGROUND INFORMATION: (Attach additional pages if necessary) See attached memorandum APPROVAL BY CITY MANAGER: ___ APPROVED ___ NOT APPROVED CITY ATTORNEY APPROVAL REQUIRED: ___ YES ___ NO CITY ATTORNEY REVIEW REQUIRED: ___ YES ___ NO APPROVAL BY CITY ATTORNEY ___ APPROVED ___ NOT APPROVED PLACED ON AGENDA FOR: __________ DocuSign Envelope ID: 1EADBB7F-B80B-4024-912A-0D66B702A2B1 X X X June 1, 2020 X Page 1 of 3 STATE OF GEORGIA RESOLUTION NO. COUNTY OF FULTON RESOLUTION OF THE CITY OF MILTON CALLING FOR THE STATE OF GEORGIA FISCAL YEAR 2021 BUDGET TO INCLUDE FUNDING FOR NEW NOW/COMP WAIVER RECIPIENTS WHEREAS, Milton, Georgia is a duly formed political subdivision of the State of Georgia, with all the powers attendant thereto; WHEREAS, it is the duty and obligation of the City of Milton to represent the interests of all its citizens; WHEREAS, at the age of 18, all individuals are legally mature adults who are responsible for their own financial needs and many individuals with disabilities in the Special Needs community are dependent on Medicaid and other government services to live independently; WHEREAS, the New Options Waiver (NOW) and the Comprehensive Supports Waiver Program (COMP) offer home- and community-based services for people with a developmental and/or intellectual disability which includes cognitive impairments or other closely-related conditions such as cerebral palsy, epilepsy, autism, or neurological problems; where as these intellectual and developmental disabilities require a level of care provided in an intermediate care facility for people who have cognitive impairments; WHEREAS, the NOW waiver program enables individuals with less intense and urgent needs than out-of-home residential treatment or extensive waiver services to live independently in the community; DocuSign Envelope ID: 1EADBB7F-B80B-4024-912A-0D66B702A2B1 Page 2 of 3 WHEREAS, the COMP waiver program is for individuals who need comprehensive and intensive services to live in the community; individuals eligible for the COMP waiver program need out of home residential support and supervision or intensive in-home services to remain in the community; WHEREAS, the goals for participants in the NOW program include: 1. Increasing the independence and quality of life for people with developmental disabilities; 2. Supporting families in caring for relatives with developmental disabilities; 3. Increasing the flexibility of service planning and delivery to meet an individual's needs; 4. Avoiding the need for more intensive services. WHEREAS, eligible individuals include people who are considering nursing institutional care such as Intermediate Care Facilities for people with cognitive impairments (ICF-MR) may be eligible for home- and community-based services as an alternative through Georgia's Medicaid waiver programs; in order to qualify for the waiver programs, the individual must first meet the criteria for Medicaid payment in an institution and certain other criteria; WHEREAS, annually there are more people with intellectual and/or developmental disabilities that remain on a state planning list (also referred to as the waiting list) who qualify and need resources from the NOW/COMP Waiver programs; annually budgeted allocations for "new" waivers are limited and the state planning list continues to carryover year over year; and WHEREAS, for the FIRST time since the creation of the Department of Behavioral Health and Developmental Disabilities (DBHDD), the proposed budget for fiscal year 2021 excludes any new NOW/COMP waivers and therefore the state planning list will either remain constant or grow in volume from fiscal year 2020; DocuSign Envelope ID: 1EADBB7F-B80B-4024-912A-0D66B702A2B1 Page 3 of 3 NOW THEREFORE, BE IT RESOLVED, that the City of Milton does respectfully request that Governor Brian Kemp and the Georgia State Legislature reintroduce into the July 1, 2020 - June 30, 2021 budget funding for NOW/COMP waivers at a level greater than the fiscal year 2020 budget level. SO RESOLVED, the public health, safety and welfare demanding it, this _______ day of ______, 2020 Approved: __________________________________ Joe Lockwood, Mayor Attest: ________________________________ Sudie AM Gordon, City Clerk DocuSign Envelope ID: 1EADBB7F-B80B-4024-912A-0D66B702A2B1 DocuSign Envelope ID: 1EADBB7F-B80B-4024-912A-0D66B702A2B1