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HomeMy WebLinkAbout09-05-2012-PacketPage 1 of 6 Milton City Hall City Council Chambers 13000 Deerfield Parkway, Suite E Milton, GA 30004 Persons needing special accommodations in order to participate in any City meeting should call 678-242-2500. CITY OF MILTON, GEORGIA Joe Lockwood, Mayor CITY COUNCIL Karen Thurman Matt Kunz Bill Lusk Burt Hewitt Joe Longoria Lance Large Wednesday, September 5, 2012 Regular Council Meeting Agenda 6:00 PM INVOCATION - Pastor Dave Benson, Birmingham United Methodist Church, Alpharetta, Georgia CALL TO ORDER 1) ROLL CALL 2) PLEDGE OF ALLEGIANCE (Led by the Mayor) 3) APPROVAL OF MEETING AGENDA (Add or remove items from the agenda) (Agenda Item No. 12-209) 4) PUBLIC COMMENT 5) CONSENT AGENDA 1. Approval of the August 13, 2012 Work Session Minutes. (Agenda Item No. 12-210) (Sudie Gordon, City Clerk) 2. Approval of a Professional Services Agreement between the City of Milton and JRM Management Services, Inc. for the 2012 Milton Roundup. (Agenda Item No. 12-211) (Jason Wright, Communications Manager) MILTON CITY COUNCIL REGULAR COUNCIL MEETING SEPTEMBER 5, 2012 Page 2 of 6 Milton City Hall City Council Chambers 13000 Deerfield Parkway, Suite E Milton, GA 30004 Persons needing special accommodations in order to participate in any City meeting should call 678-242-2500. 3. Approval of a Professional Services Agreement between the City of Milton, Georgia and Fun-Fare to Provide Event Services for the 2012 Milton Roundup. (Agenda Item No. 12-212) (Jason Wright, Communications Manager) 4. Approval of a Professional Services Agreement between the City of Milton, Georgia and SunTrust Bank to Provide Banking Services. (Agenda Item No. 12-213) (Stacey Inglis, Finance Director) 5. Approval of a Construction Services Agreement between the City of Milton, Georgia and Blount Construction Company, Inc. for the FY12 Road Reconstruction & Resurfacing Projects. (Agenda Item No. 12-214) (Carter Lucas, Public Works Director) 6. Approval of the Acquisition of 7,349 sf of Right of Way, 11,027 sf of Permanent Easement and 6,449 sf of Temporary Construction Easement at 13300 and 13340 Cogburn Road from the St. Francis Day School for a Total Combined Purchase Price of $16,875. (Agenda Item No. 12-215) (Carter Lucas, Public Works Director) 7. Approval of the Acquisition of 665 sf of Right of Way, 3,393 sf of Permanent Easement and 625 sf of Temporary Construction Easement at 13307 Cogburn Road from Daniel J. Doherty and Sara Doherty for a Total Combined Purchase Price of $14,200. (Agenda Item No. 12-216) (Carter Lucas, Public Works Director) 8. Approval of the Acquisition of 2,542 sf of Right of Way, 400 sf of Permanent Easement and 7,605 sf of Temporary Construction Easement at 2790 Bethany Bend from Hugh William Booker for a Total Combined Purchase Price of $15,000. (Agenda Item No. 12-217) (Carter Lucas, Public Works Director) 9. Approval of the Acquisition of 5,092 sf of Right of Way, 900 sf of Permanent Easement and 17,242 of of Temporary Construction Easement at 2765 Bethany Bend from the King’s Ridge Christian School for a Total Combined Purchase price of $15,800. (Agenda Item No. 12-218) (Carter Lucas, Public Works Director) 6) REPORTS AND PRESENTATIONS 1. Proclamation Recognizing September as Pulmonary Fibrosis Awareness Month. (Presented by Councilmember Burt Hewitt) MILTON CITY COUNCIL REGULAR COUNCIL MEETING SEPTEMBER 5, 2012 Page 3 of 6 Milton City Hall City Council Chambers 13000 Deerfield Parkway, Suite E Milton, GA 30004 Persons needing special accommodations in order to participate in any City meeting should call 678-242-2500. 7) FIRST PRESENTATION 1. Approval of an Ordinance to Adopt Amendments to the Fiscal 2012 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. (Agenda Item No. 12-219) (Stacey Inglis, Finance Director) 2. Approval of an Ordinance of the Mayor and Council of the City of Milton, Georgia, to Adopt the Fiscal 2013 Budget for Each Fund of the City of Milton, Georgia Appropriating the Amounts Shown in Each Budget as Expenditures, Adopting the Several Items of Revenue Anticipations, Prohibiting Expenditures to Exceed Appropriations, and Prohibiting Expenditures to Exceed Actual Funding Available. (Agenda Item No. 12-220) (Stacey Inglis, Finance Director) 3. ZM12-02/VC12-05 – 5304 Windward Parkway (Panera Bread), Applicant ArcVision, Inc. to request the Following Conditions of ZM08-04 be Modified to the Following for the Purpose of a New Drive Through for Panera Bread: 2a. To the site plan received by the Community Development Department on August 13, 2012. Said site plan is conceptual only and must meet or exceed the requirements of the Zoning Ordinance and these conditions prior to the approval of a Land Disturbance Permit. Unless otherwise noted herein, compliance with all conditions shall be in place prior to the issuance of the first Certificate of Occupancy. The Applicant is also Requesting the Following one part Concurrent Variance: 1) To allow four additional wall signs. [Sec. 64-2324 (i)]. (Agenda Item No. 12-221) (Kathleen Field, Community Development Director) 4. Approval of an Ordinance to Amend Appendix A, Fees and Other Charges of the Milton City Code. (Agenda Item No. 12-222) (Kathleen Field, Community Development Director) MILTON CITY COUNCIL REGULAR COUNCIL MEETING SEPTEMBER 5, 2012 Page 4 of 6 Milton City Hall City Council Chambers 13000 Deerfield Parkway, Suite E Milton, GA 30004 Persons needing special accommodations in order to participate in any City meeting should call 678-242-2500. 8) FIRST PUBLIC HEARING 1. Approval of an Ordinance to Adopt Amendments to the Fiscal 2012 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. (Agenda Item No. 12-219) (Stacey Inglis, Finance Director) 2. Approval of an Ordinance of the Mayor and Council of the City of Milton, Georgia, to Adopt the Fiscal 2013 Budget for Each Fund of the City of Milton, Georgia Appropriating the Amounts Shown in Each Budget as Expenditures, Adopting the Several Items of Revenue Anticipations, Prohibiting Expenditures to Exceed Appropriations, and Prohibiting Expenditures to Exceed Actual Funding Available. (Agenda Item No. 12-220) (Stacey Inglis, Finance Director) 3. Consideration of the Proposed Use of Funds for Community Development Block Grant (CDBG) for Fiscal Years 2012-2013-2014 to Renovate the City Property at 15690 Hopewell Road for Use as a Senior Center. (Agenda Item No. 12-223) (Michelle McIntosh-Ross, City Planner) THIRD PUBLIC HEARING 1. Approval of an Ordinance of the Mayor and Council of the City of Milton, Georgia, to Fix the Ad Valorem Tax Rate of the City of Milton for Fiscal Year 2012; and for Other Purposes. (Agenda Item No. 12-205) (Presented by Stacey Inglis, Finance Director) (First Presentation on August 27, 2012 at Special Called 9:00 a.m. Meeting) (First Public Hearing on August 27, 2012 at Special Called 9:00 a.m. Meeting) (Second Public Hearing on August 27, 2012 at Special Called 5:00 p.m. Meeting) MILTON CITY COUNCIL REGULAR COUNCIL MEETING SEPTEMBER 5, 2012 Page 5 of 6 Milton City Hall City Council Chambers 13000 Deerfield Parkway, Suite E Milton, GA 30004 Persons needing special accommodations in order to participate in any City meeting should call 678-242-2500. 9) ZONING AGENDA 1. RZ12-06/VC12-03 – Deerfield Parkway by Crescent Resources, LLC to rezone from C- 1 (Community Business) and O-I (Office Institutional) to A (Medium Density Apartments) to develop a total of 256 residential units at an overall density of 12 units per acre. The applicant is also requesting the following concurrent variance: To encroach into the 25 foot non-impervious setback by no more than 5,000 square feet [Section 20- 426(2)]. (Agenda Item No. 12-141) (First Presentation at June 4, 2012 Regular Council Meeting) (Deferred at June 18, 2012 Regular Council Meeting) (Discussed at Zoning Agenda on August 20, 2012 Regular Council Meeting) (Kathleen Field, Community Development Director) 10) UNFINISHED BUSINESS 1. Approval of an Ordinance of the Mayor and Council of the City of Milton, Georgia, to Fix the Ad Valorem Tax Rate of the City of Milton for Fiscal Year 2012; and for Other Purposes. (Agenda Item No. 12-205) (Presented by Stacey Inglis, Finance Director) (First Presentation on August 27, 2012 at Special Called 9:00 a.m. Meeting) (First Public Hearing on August 27, 2012 at Special Called 9:00 a.m. Meeting) (Second Public Hearing on August 27, 2012 at Special Called 5:00 p.m. Meeting) (Third Public Hearing on September 5, 2012 at Regular City Council) 11) NEW BUSINESS 1. Approval of a Resolution to Adopt the Milton Community Tree Management Plan. (Agenda Item No. 12-224) (Michele McIntosh-Ross, City Planner) 2. Approval of a Resolution Amending Resolution No. 10-01-126, A Resolution Appointing A Board Member For District 5 To The Design Review Board. (Agenda Item No. 12-225) (Mayor Joe Lockwood) 3. Approval of an Agreement for Purchase of Realty between the City of Milton and Larry and Susan T. Hopkins for Fulton County Tax Parcel No. 22-5040-0535-0298 containing a total of 3.04 acres, more or less, for the Purchase Price of $425,000. (Agenda Item No. 12-226) (Chris Lagerbloom, City Manager) MILTON CITY COUNCIL REGULAR COUNCIL MEETING SEPTEMBER 5, 2012 Page 6 of 6 Milton City Hall City Council Chambers 13000 Deerfield Parkway, Suite E Milton, GA 30004 Persons needing special accommodations in order to participate in any City meeting should call 678-242-2500. 4. Approval of an Agreement for Purchase of Realty between the City of Milton and Michael and Sheryl Bell (Wilson) for Fulton County Tax Parcel Nos. 22-5040-0535-017, 22-4880-0534-020 and 22-5040-0535-035 containing a total of 7.06 acres, more or less, for the Purchase Price of $517,500. (Agenda Item No. 12-227) (Chris Lagerbloom, City Manager) 12) MAYOR AND COUNCIL REPORTS 13) STAFF REPORTS 14) EXECUTIVE SESSION (if needed) 15) ADJOURNMENT (Agenda Item No. 12-228) The minutes will be Provided electronically City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 To: Honorable Mayor and City Council Members From: Jason Wright, Communications Manager Submission Date: August 9, 2012 Meeting Date: September 5, 2012 Agenda Item: Approval of a Professional Services Agreement between the City of Milton and JRM Management Services, Inc. for the 2012 Milton Roundup Background: The City of Milton is in the process of planning for the annual Milton Roundup to be held on Saturday, October 15, 2011 from 12-6 p.m. at Birmingham United Methodist Church. Discussion: We would like to contract with JRM Management Services, Inc. to provide all managerial services needed to plan, organize, promote, direct, and evaluate the 2012 Milton Roundup for a total of $5,500.00. Their services will include pre-event registration and sponsorship management, site logistics, full on-site parking management, shuttles for event attendees, and site sanitation services. JRM provides a unique combination of services and numerous metro- Atlanta cities and counties utilize their services. Funding and Fiscal Impact: The amount of this contract is $5,500. Alternatives: Do not approve contract. Concurrent Review: Chris Lagerbloom, City Manager Paul Frickey, Jarrard and Davis 4 City of Milton �� PROFESSIONAL SERVICES AGREEMENT -- SHORT FORM AGREEMENTS $10,000.00 OR LESS 2012 Milton Roundup Th' Professional Services Agreement (the "Agreement") is made and entered into this —4—day of 201 ; by and between the CITY OF MILTON, GEORGIA (hereinafter referred to as itk"City"), and JRM Management Services, Inc. (hereinafter referred to as the "Consultant"). WITNESSETH THAT: WHEREAS, the City desires to employ a Consultant to perform the services described herein (the "Work"); and WHEREAS, Consultant has familiarized itself with the Contract Documents, as defined below, the Work, and with all local conditions and applicable federal, state and local laws, ordinances, rules and regulations. NOW THEREFORE, the City and Consultant, in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency of which is hereby acknowledged, agree as follows: Section 1. Contract Documents: This Agreement and the following named Exhibits, attached hereto and incorporated herein by reference, constitute the "Contract Documents": EXHIBIT A WORK DESCRIPTION EXHIBIT B INSURANCE CERTIFICATE EXHIBIT C CONSULTANT AFFIDAVIT AND AGREEMENT EXHIBIT D SUBCONTRACTOR AFFIDAVIT EXHIBIT E SAVE AFFIDAVIT To the extent that there may be any conflict among the Contract Documents, the provision operating most to the benefit of the City shall govern. Section 2. The Work: Consultant shall provide all Work described in the Contract Documents. Unless otherwise stated in the Contract Documents, the Work shall include Consultant's provision of materials, labor, expenses, and any other cost or item necessary to complete the Work, which is generally described as providing all managerial services necessary to plan, organize, promote, direct, and evaluate the 2012 Milton Roundup located at Birmingham United Methodist Church, 15774 Birmingham Highway, Milton, CTA 30004. Section 3. Contract Time: Consultant understands that time is of the essence of this Agreement and warrants that it will perform the Work in a prompt manner, which shall not impose delays on the progress of the Work. It shall commence Work pursuant to this Agreement on or before a date to be specified on a written "Notice to Proceed" from the City and shall fully complete the Work within 90 days of the "Notice to Proceed". Pagel of 5 Section 4. Work Chan es: Any changes to the Work requiring an increase in the Contract Price, as defined below, shall require a written change order executed by the City in accordance with its purchasing regulations. Section 5. Compensation and Method of Payment: City agrees to pay Consultant for the services performed and costs incurred by Consultant upon the City's certification that the services were actually performed and costs actually incurred in accordance with this Agreement. Compensation for services performed and, if applicable, reimbursement for costs incurred shall be paid to Consultant upon the City's receipt and approval of an invoice, submitted upon completion of the Work, setting forth in detail the services performed and costs incurred. Invoices shall reflect charges incurred versus charges budgeted. The total amount paid under this Agreement for the Work shall not, in any case, exceed $5,500.00 (the "Contract Price"), except as outlined in Section 4 above. Consultant shall take no calculated risk in the performance of the Work. Specifically, Consultant agrees that in the event it cannot perform the Work within the budgetary limitations established without disregarding sound principles of Consultant's industry, Consultant will give written notice thereof immediately to the City. Section 6. Covenants of Consultant A. Assignment of Agreement; Consultant covenants and agrees not to assign or transfer any interest in, nor delegate any duties of this Agreement, without the prior express written consent of the City. S. Responsibility of Consultant and Indemnification of City: Consultant covenants and agrees to take and assume all responsibility for the services rendered in connection with the Work. Consultant shall bear all losses and damages directly resulting to it on account of the negligent performance or character of the services rendered pursuant to this Agreement. Consultant shall defend, indemnify and hold harmless the City, its officers, boards, commissions, elected and appointed officials, employees and agents from and against any and all claims, suits, actions, liability, judgments, damages, losses, and expenses, including but not limited to, reasonable attorney's fees, which are the result of willful or negligent acts, or tortious conduct to the extent arising out of the negligent performance of contracted services, or operations by Consultant, any sub -consultant, anyone directly employed by Consultant or sub -consultant or anyone for whose negligent acts Consultant or sub -consultant may be liable, regardless of whether or not the negligent act is caused in part by a party indemnified hereunder. Consultant shall not be required to indemnify the City or its officers, boards, commissions, elected or appointed officials, employees or agents against liability or claims for damages, losses, or expenses, including attorney fees, arising out of bodily injury to persons, death, or damage to property caused by or resulting from the sole negligence of the City or its officers, boards, commissions, elected or appointed officials, employees or agents. C. Independent Consultant: Consultant hereby covenants and declares that it is engaged in an independent business and agrees to perform the Work as an independent Consultant, not as agent or employee of City. Inasmuch as City and Consultant are parties independent of one another, neither has the authority to bind the other to any third person or otherwise to act in any way as the representative of the other, unless otherwise expressly agreed to in writing by both parties. Consultant agrees not to represent itself as City's agent for any purpose to any party or to allow any employee to do so, unless specifically authorized, in advance and in writing, and then only for the limited purpose stated in such authorization. Consultant shall assume full liability for any contracts or agreements Consultant enters into on behalf of City without the express knowledge and prior written consent of City. Page 2 of 5 D. Insurance: Consultant shall have and maintain in full force and effect for the duration of this Agreement, insurance approved by the City as shown on Exhibit B. E. Licenses, Certifications and Permits: Consultant covenants and declares that it has obtained and will maintain all diplomas, certificates, licenses, permits or the like required by any national, state, regional, City, and local boards, agencies, commissions, committees or other regulatory bodies to perform the Work. Consultant shall comply with applicable legal requirements and meet the standard of quality ordinarily expected of its industry. F. Ownership of Work: All reports, drawings, specifications, and other items prepared or in the process of being prepared for the Work by Consultant ("materials") shall be the property of the City and the City shall be entitled to full access and copies of all materials. All copyrightable subject matter in all materials is hereby assigned to the City and Consultant agrees to execute any additional documents necessary to evidence such assignment. G. Consultant's Rg2resentative: Tod Miller shall be authorized to act on Consultant's behalf with respect to the Work as Consultant's designated representative. H. Confidentiality: Consultant acknowledges that it may receive confidential information of the City and that it will protect the confidentiality of any such confidential information and will require any of its sub -consultants, consultants, and/or staff to likewise protect such confidential inforination. Meetings: Consultant shall meet with City's personnel or designated representatives to resolve technical or contractual problems that may occur during the term of the contract, at no additional cost to City. Section 7. Standard of Care: In providing services under this Agreement, the Consultant shall perform in a manner consistent with that degree of care and skill ordinarily exercised by members of the same profession currently practicing under similar circumstances at the same time and in the same or similar locality. Section 8. Termination: The City may terminate this Agreement for convenience at any time upon written notice to Consultant. Provided that no damages are due to the City for Consultant's breach of this Agreement, the City shall pay Consultant for Work performed to date in accordance with Section 5 herein. Section 9. Miscellaneous A. Governing Law. This Agreement shall be governed by the laws of the State of Georgia. B. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original, but all of which together shall constitute one and the same instrument. C. Sovereign Immunity. Nothing contained in this Agreement shall be construed to be a waiver of the City's sovereign immunity or any individual's qualified good faith or official immunities. D. E -Verify Affidavits. It is the policy of the City of Milton that unauthorized aliens shall not be employed to perform work on City contracts involving the physical performance of services. Therefore, the City shall not enter into a contract for the physical performance of services within the State of Georgia, unless the Consultant shall provide evidence on City -provided forms, attached hereto as Exhibit "C" and "D", Page 3 of 5 that it and Consultant's subcontractors have within the previous twelve (12) month period conducted a verification of the social security numbers of all employees who will perform work on the City contract to ensure that no unauthorized aliens will be employed. The City Manager or his/her designee shall be authorized to conduct an inspection of the Consultant's and Consultant's subcontractors' verification process to determine that the verification was correct and complete. The Consultant and Consultant's subcontractors shall retain all documents and records of its verification process for a period of three (3) years following completion of the contract. This requirement shall apply to all contracts for the physical performance of services where more than three (3) persons are employed on the City contract. The City Manager or his/her designee shall further be authorized to conduct periodic inspections to ensure that no City Consultant or Consultant's subcontractors employ unauthorized aliens on City contracts. By entering into a contract with the City, the Consultant and Consultant's subcontractors agree to cooperate with any such investigation by snaking its records and personnel available upon reasonable notice for inspection and questioning. Where a Consultant or Consultant's subcontractors are found to have employed an unauthorized alien, the City Manager or his/her designee may order the Consultant to terminate or require its subcontractor to terminate that person's employment immediately and to report same to the Department of Homeland Security. The Consultant's failure to terminate the employee, or otherwise cooperate with the investigation may be sanctioned by termination of the contract, and the Consultant shall be liable for all damages and delays occasioned by the City thereby. Compliance with the requirements of O.C.G.A. § 13-10-91 and Rule 306-10-1-.02 is mandatory. Consultant agrees that, in the event the Consultant employs or contracts with any subcontractor(s) in connection with this Agreement, the Consultant will secure from the subcontractor(s) such subcontractor(s') indication of the above employee -number category that is applicable to the subcontractor. Consultant's compliance with the requirements of O.C.G.A. § 13-10-91 and Rule 300-10-1-.02 shall be attested by the execution of the contractor's affidavit attached as Exhibit "C." The above requirements shall be in addition to the requirements of State and federal law, and shall be construed to be in conformity with those laws. E. SAVE Affidavit and Secure Verifiable Document. Pursuant to O.C.G.A. § 50-36-1, the City must obtain a SAVE Affidavit and a secure and verifiable document evidencing the Consultant's legal status in the Country each time that Consultant obtains a public benefit, including any contract, from the City. Consultant hereby verifies that it has, prior to executing this Agreement, executed a SAVE Affidavit (to be sworn under oath under criminal penalty of false swearing pursuant to O.C.G.A. § 16-10-71), a form of which is attached hereto as Exhibit "E", and submitted such affidavit to the City in person, electronically, or by mail. Further, Consultant verifies that it has, prior to executing this Agreement, submitted a secure and verifiable document, evidencing the Consultant's legal status, to the City either in person or electronically (in compliance with the Uniform Electronic Transactions Act). Consultant verifies that it is in compliance with the Residency Status of an Applicant for Public Benefit, as required by the Georgia Security and Immigration Compliance Act (O.C.G.A. § 50-36-1). IN WITNESS WHEREOF, the parties have caused this Agreement to be executed under seal as of the date first above written. [SIGNATURES ON THE FOLLOWING PAGE] Page 4 of 5 3 -RM Management Services, Inc. [AFFIX CORPORATE SEAL] CITY OF MILTON, GEORGIA Joe Lockwood, Mayor Printed Name: /,(/ l Page 5 of 5 Exhibit "A" Work Description Manag,ement Services, Inc. 10 P.0,f;Hinexsx•. Plane: 9. J 23. I.iA FOE: E. All (tad���i41e� uj.vuuum�gero enl.�aoe13 Proposal 2012 Milton Roundup Saturday, October 20, 2412 Services: JRM Management Services, Inc. will provide all managerial services necessary to plan, organize, promote, direct, and evaluate the Milton Round -up. Including but not limited to: Parking attendants to safely direct and park vehicles on-site • Flag parking area so patrons park in an organized manner. • Provide shuttles, vehicles, drivers, radios and safety riders to transport patrons from parking area to event on property. (JRM would seek support from City of Milton public safety for traffic control on Birmingham Hwy and beyond). • Keep area clean and free of trash and provide sanitation disposal services. • Provide up to 10 - 10` x 10' tents necessary for City booths, etc. • Provide at least 10 tables and 80 chairs for the food court area. JRM Management Services, Inc. will work with the City of Milton to create a working budget associated with the successful advertising, promotion, entertainment, set-up, layout, maintenance, and clean-up for the event. JRM Management Services, Inc. agrees to work in cooperation with the designated City of Milton representative(s) in all aspects of promoting and logistics for the event. JRM Management Services, Inc. will operate an office year-round in Cobb County (Kennesaw) to handle al inquires from vendors and prospective vendors, create and process applications, collect funds, and send out confirmations. JRM Management Services, Inc. will give an updated report and any collected funds to the City contact on September 1, October 1 and following the event for closeout and review. JRM Management Services, Inc. will set the following basic fees for vendors participating in Milton Round -up. • Arts & Crafts space • Non-profit General Space • For profit Food Vendors • Non-profit Food Vendors: $50.00 (12' x 12') (if desired) $25.00 (12' x 12') $100 deposit fee; 20% of gross sales 8100.00 (12' x 12') JRM will provide the City of Milton a certificate of insurance that will show liability coverage in the amount of one million dollars ($1,000,000.00) with City of Milton listed as "additional insured". Sponsorships: JRM Management Services will solicit and facilitate sponsors for the 2012 Milton Roundup. JRM Management Services will provide and set-up a 10 x 10 tent, S' table, and two chairs for each sponsor that JRM obtains. JRM offers the following fee structure: 1. JRM Management Services will split any revenue generated via sell of sponsorship 50150 with the City of Milton. JRM will provide any size tent, table, and chairs needed to activate the sponsorship at no cost to the City. JRM Management Services will assist and facilitate any "in-kind" or trade sponsorships that the City deems valuable (i.e. radio, print etc..) at no charge. JRM Management Services reserves the right to discount sponsorships up to 20% if offered in a package deal with other JRM shows. We have an excellent working relationship with several municipalities and organizations in the Metro - Atlanta area. We will assist in accomplishing the goals in which the City of Milton wishes to attain. At JRM Management we offer only two things service and results. Fee for JRM Management Services, Inc. to include items and services listed above will be: $5,500.00. Summary: Sponsorships: 50150 Split all inclusive (no cost to the City). JRM Management: $5,500.00 payment due after the event. Exhibit "B" Insurance Certificate JRM will provide the City of Milton a certificate of insurance that will show liability coverage in the amount of one million dollars ($1,000,000.00) with City of Milton listed as "additional insured". I 0�! _'012(THU) 07:39 Taylor, Turner & Harisfield (FAX0 708898600 P.001/U01 A C 0P MAE- Nuoo"''' n �_ CERTIFICATE OF LIABILITY INSURANCE 81912012 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS ND RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURERIS] AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER_ IMPORTANT- Nthe certificate hotdw is an ADDITIONAL INSURED, the policyfiesj must he endorsed- NSUBROGATION IS WANED, subject to the terns and conditions of the policy, certain policies may require an endorsement. A statement on this certiticAe does not confer nghus to the certificate holder in lieu of such endorsementjs) PRODumI NAMIZAcr .Try 1]ooley Taylor Turner A -Hartsfield M1C FAx Ko PO Box 368 r riAit doD1eV� tthins _coos rb,r.rri CI GR 30928 NSA�Owners Insurance Co 32700 INSURED ___ ..--•-•------___-.- FISifmB.Anto Owners Imsurance Co X8988 .TRH lfaaage2me t Services Inc 24SUF c: - Attention gill Watson D: PO Box 777 WARINEiE: Kennesaw OR 30144-0777 1 gyp_ CnVERAr.ES CFR-nRCATE NUMRER-11/12 — 12113 R"S1nN NUMBER - THIS IS TOCERTIFYTHAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN I5SLIED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO MICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAYHAVE BEEN REDUCED BYPAID CLAIMS. LTA TYPE OF INSURANCE =11 Aml PBI.ILYltili� MMDD VY PULILYEIB• I.I11NIS 6@BiALLIAdIrIY EACHOCC'JRRENCE $ 1,000,000 Y COhAMERCIAL GEFJERAL LIABILITY CLAMSMAIDE [i] OCCUR 4823693211 /912011 /912012 D M O sin, ona PREMISES Ea occurrence $ MED EiF An• ono erson $ 5,000 PER SONAl_ & ADV IPJJURY $ 1, 000, 009 GENERAL AGGREGATE $ 1.,U{W,Ono GEN1 AGGREGATE LIMIT APPLIES PER PRODUCTS- COMPIOP AGG $ 1,000,000 $ Z POLICY PRO- LOC mr!'10Y011111LEr Mmrrry COMBIPJED SINGLE LIMIT n ANY AUTO BODILY 114 JURY (Per psrson) $ ALL OWNED SCHEDULED AUTOS AUTOS BODILY ISD JURY (Per accident) $ PROPERTY DAMAGE ,$ cld-n[ NON -OWNED HIRED A'JTOS AUTOS uYEIRIBIL"IJAROCCUR HCLAIMS-MADE EACH OCCURRENCE $ AGGREGATE $ EXCESS UAB DC� I I RET€IdTIOId $ 5 _ g WORKERS CONI -E SATiON ArOBfiOVER I Mau mr VAN = WC STRTJ- DTH" TORY LIMITS 7P E. L. EACH ACCIDENT Y 31.00,000 AP.v PR hJER.�.iECJTI OPRI ET ORIPARTUE 'F ;CERPAEMBER EXCL'UL)LU? [71NIA 111liud 111NHI 8482602 11/2012 1112813 E. L. DISEASE- EA EMPLOY $ 100 000 If yes, describe under DESCRIPTI014 OF OPER ATI 0N5 below E. L. DISEASE- POLICY LIMIT $ 500 BOO DFEOW riON OF UIRATI CWS I LOCATIONS rVE"CCES [A+ath ACORD 191, AddNmA Rdr&k. S h-kde, it rode p—. i. ft gwfeil The certificate holder is r>a>•ed as additiorral insured with respect to the general liability CxF:WnRrOTF 14rW riFR rANr V1 i ATInN ACORD 25 [ZD10105] GOI SOB -2010 ACORD CORPORATIOR All rights reserved- 111111ST17S I2uVua5l.o1 The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICES BE CANCELLM BEFORE THE EWIRA-11011 DA'rr= nlEREOF, NOTICE WILL BE DEUYERED IN CITY OF MIIrl'DH ACCORDANCE WRH THE POLICY PROVISIONS - 13000 DSSRFTwr. PATI MY A1rn40R= F43IFESEMAITOE SUITE 107A MILTON, GA 30004 Dwight Taylor/DHEl3Y ACORD 25 [ZD10105] GOI SOB -2010 ACORD CORPORATIOR All rights reserved- 111111ST17S I2uVua5l.o1 The ACORD name and logo are registered marks of ACORD STATE OF GEORGIA CITY OF MILTON EXHIBIT "C" CONSULTANT 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 contracting with the City of Milton has registered with and is participating in a federal work authorization program, in accordance with the applicability provisions and deadlines established in O.C.G.A. § 13-10-91. The undersigned fizrther agrees that, should it employ or contract with any subcontractor(s) in connection with the physical performance of services pursuant to this contract with the City of Milton, contractor will secure from such subcontractor(s) similar verification of compliance with O.C.G.A. § 13-10-91 on the Subcontractor Affidavit provided in Rule 300-10-01-.0$ in the form provided by the City. Consultant further agrees to maintain records of such compliance and provide a copy of each such verification to the City of Milton at the time the subcontractor(s) is retained to perform such service. EEV 1 Basic Pilot Program User Identification Number BY: Au orized Officer or Agent at JRM Management Services, Inc. Title of Authorized Officer or Agent of Contractor Printed Name of Authorized Officer or Agent SUBSCRIBED AND SWORN BEFORE ME ON THIS THE DAY OF Au �} L�" , 201 Notary Public M Commission Expires: u 1L STATE OF GEORGIA CITY OF MILTON EXHIBIT "D" UBCONTRACTOR AFFIDAVIT By executing this affidavit, the undersigned subcontractor verifies its compliance with O.C.G.A. § 13-10- 91, stating affirmatively that the individual, firrn or corporation which is engaged in the physical performance of services under a contract with JRM Management Services, Inc. on behalf of the City of Milton has registered with and is participating in a federal work authorization program, in accordance with the applicability provisions and deadlines established in O.C.G.A. § 13-10-91. L§toy EEV 1 Basic Pilot Program User Identification Number 4 BY: AuthorfzeJ Officer or Agent Da# Insert Subcontractor Name 0WRg— PV0VT—C6LV0 6A07ffe-- Title of Authorized Officer or Agent of Subcontractor �Lij L Printed Naive of Authorized Officer or Agent SUBSCRIBED AND SWORN BEFORE ME ON THIS THE _]_ DAY OF , 201l Notary Public My Commission Expires: . ,� GgNIM13s'�•� �' r�i -C - o Nos: .rn- t? 1 i tc yi w aa �• �r3 .•` i .mo i o•�.2 M A�•.� �Q`;. STATE OF GEORGIA CITY OF MILTON EXHIBIT "E" SAVE AFFIDAVIT By executing this affidavit under oath, and as an applicant for a public benefit, as referenced in O.C.G.A. § 50-36-1, from the City of Milton, the undersigned applicant verifies one of the following with respect to myap ' ation for a public benefit: 1 } I am a United States citizen. 2) I am a legal permanent resident of the United States. 3) I am a qualified alien or non-immigrant under the Federal Immigration and Nationality Act with an alien number issued by the Department of Homeland Security or other federal immigration agency. My alien number issued by the Department of Homeland Security or other federal immigration agency is: The undersigned applicant also hereby verifies that he or she is 18 years of age or older and has provided at least one secure and verifiable document, as required by O.C.G.A. § 50-36-1(e)(1), with this affidavit. The secure and riable document provided with this affidavit can best be classified as: In making the above representation under oath, I understand that any person who knowingly and willfully makes a false, fictitious, or fraudulent statement or representation in an affidavit shall be guilty of a violation of O.C.G.A. § 16-10-20, and face criminal penalties as allowed by such criminal statute. Executed in (city), ���?-0,1¢— (state). SUBSCRIBED AND SWORN BEFORE ME ON THIS THE DAY OF , 20 la NOTARY PUBLIC ��"" `` r My Commission Expires: ,�u Lj �� Or4Z 0) ` SignatunAWP icant A19+ "L-�— . Printed Name of Applicant City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 To: Honorable Mayor and City Council Members From: Jason Wright, Communications Manager Submission Date: August 9, 2012 Meeting Date: September 5, 2012 Agenda Item: Approval of an Agreement between the City of Milton and Fun-Fare to Provide Event Services for the 2012 Milton Roundup Background: The City of Milton is in the process of planning for the annual Milton Roundup to be held on Saturday, October 20, 2012 from 12-6 p.m. at Birmingham United Methodist Church. Discussion: Fun-Fare has provided a great proposal to provide 10 quality interactive inflatable and mechanical (including quad bungee, bull ride, and rockwall) and generators with staff assigned to each activity for a total of $6,000.00 and Golden Horseshoe sponsorship credit. Fun-Fare provides a unique combination of services, making competitive quoting difficult as their package is sole source in nature. The City of Milton contracted with Fun-Fare for the 2011 Milton Roundup. Committee members and staff were very satisfied with their services and welcomed their participation in 2012. Fun-Fare staff is easy to work with and provide a great experience for event attendees. Numerous metro-Atlanta cities and counties utilize their services. Funding and Fiscal Impact: Not to exceed $6,000.00 Alternatives: Do not approve contract. Concurrent Review: Chris Lagerbloom, City Manager Paul Frickey, Jarrard and Davis City of Milton PROFESSIONAL SERVICES AGREEMENT — SHORT FORM AGREEMENTS $10,000.00 OR LESS 2012 Milton Roundup This Professional Services Agreement (the "Agreement") is made and entered into this // day of 201'x; by and between the CITY OF MILTON, GEORGIA (hereinafter referred to as the City"), and Fun -Fare. (hereinafter referred to as the "Consultant"). WITNESSETH THAT: WHEREAS, the City desires to employ a Consultant to perform the services described herein (the "Work"); and WHEREAS, Consultant has familiarized itself with the Contract Documents, as defined below, the Work, and with all local conditions and applicable federal, state and local laws, ordinances, rules and regulations. NOW THEREFORE, the City and Consultant, in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency of which is hereby acknowledged, agree as follows: Section 1. Contract Documents: This Agreement and the following named Exhibits, attached hereto and incorporated herein by reference, constitute the "Contract Documents": EXHIBIT A WORK DESCRIPTION EXHIBIT B INSURANCE CERTIFICATE EXHIBIT C CONSULTANT AFFIDAVIT AND AGREEMENT EXHIBIT D SUBCONTRACTOR AFFIDAVIT EXHIBIT E SAVE AFFIDAVIT To the extent that there may be any conflict among the Contract Documents, the provision operating most to the benefit of the City shall govern. Section 2. The Work: Consultant shall provide all Work described in the Contract Documents. Unless otherwise stated in the Contract Documents, the Work shall include Consultant's provision of materials, labor, expenses, and any other cost or item necessary to complete the Work, which is generally described as providing 10 quality interactive inflatable and mechanical rides (including quad bungee, bull ride, and rockwall) and generators with staff assigned to each activity for the 2012 Milton Roundup located at Birmingham United Methodist Church, 15770 Birmingham Highway, Milton, GA 30004. Section 3. Contract Time: Consultant understands that time is of the essence of this Agreement and warrants that it will perform the Work in a prompt manner, which shall not impose delays on the progress of the Work. It shall commence Work pursuant to this Agreement on or before a date to be specified on a written "Notice to Proceed" from the City and shall fully complete the Work on the event date, October 20, 2012 per the "Notice to Proceed". Page 1 of 5 Section 4. Work Changes: Any changes to the Work requiring an increase in the Contract Price, as defined below, shall require a written change order executed by the City in accordance with its purchasing regulations. Section 5. Compensation and Method of Payment: City agrees to pay Consultant for the services performed and costs incurred by Consultant upon the City's certification that the services were actually performed and costs actually incurred in accordance with this Agreement. Compensation for services performed and, if applicable, reimbursement for costs incurred shall be paid to Consultant upon the City's receipt and approval of an invoice, submitted upon completion of the Work, setting forth in detail the services performed and costs incurred. Invoices shall reflect charges incurred versus charges budgeted. The total amount paid under this Agreement for the Work shall not, in any case, exceed $6,000.00 (the "Contract Price"), except as outlined in Section 4 above. Consultant shall take no calculated risk in the performance of the Work. Specifically, Consultant agrees that in the event it cannot perform the Work within the budgetary limitations established without disregarding sound principles of Consultant's industry, Consultant will give written notice thereof immediately to the City. Section 6. Covenants of Consultant A. Assignment of Agreement: Consultant covenants and agrees not to assign or transfer any interest in, nor delegate any duties of this Agreement, without the prior express written consent of the City. B. Responsibility of Consultant and Indemnification of City: Consultant covenants and agrees to take and assume all responsibility for the services rendered in connection with the Work. Consultant shall bear all losses and damages directly resulting to it on account of the negligent performance or character of the services rendered pursuant to this Agreement. Consultant shall defend, indemnify and hold harmless the City, its officers, boards, commissions, elected and appointed officials, employees and agents from and against any and all claims, suits, actions, liability, judgments, damages, losses, and expenses, including but not limited to, reasonable attorney's fees, which are the result of willful or negligent acts, or tortious conduct to the extent arising out of the negligent performance of contracted services, or operations by Consultant, any sub -consultant, anyone directly employed by Consultant or sub -consultant or anyone for whose negligent acts Consultant or sub -consultant may be liable, regardless of whether or not the negligent act is caused in part by a party indemnified hereunder. Consultant shall not be required to indemnify the City or its officers, boards, commissions, elected or appointed officials, employees or agents against liability or claims for damages, losses, or expenses, including attorney fees, arising out of bodily injury to persons, death, or damage to property caused by or resulting from the sole negligence of the City or its officers, boards, commissions, elected or appointed officials, employees or agents. C. Independent Consultant: Consultant hereby covenants and declares that it is engaged in an independent business and agrees to perform the Work as an independent Consultant, not as agent or employee of City. Inasmuch as City and Consultant are parties independent of one another, neither has the authority to bind the other to any third person or otherwise to act in any way as the representative of the other, unless otherwise expressly agreed to in writing by both parties. Consultant agrees not to represent itself as City's agent for any purpose to any party or to allow any employee to do so, unless specifically authorized, in advance and in writing, and then only for the limited purpose stated in such authorization. Consultant shall assume fiill liability for any contracts or agreements Consultant enters into on behalf of City without the express knowledge and prior written consent of City. Page 2 of 5 D. Insurance: Consultant shall have and maintain in full force and effect for the duration of this Agreement, insurance approved by the City as shown on Exhibit B. E. Licenses, Certifications and Permits: Consultant covenants and declares that it has obtained and will maintain all diplomas, certificates, licenses, permits or the like required by any national, state, regional, City, and local boards, agencies, commissions, committees or other regulatory bodies to perform the Work. Consultant shall comply with applicable legal requirements and meet the standard of quality ordinarily expected of its industry. F. Ownership of Work: All reports, drawings, specifications, and other items prepared or in the process of being prepared for the Work by Consultant ("materials") shall be the property of the City and the City shall be entitled to full access and copies of all materials. All copyrightable subject matter in all materials is hereby assigned to the City and Consultant agrees to execute any additional documents necessary to evidence such assignment. G. Consultant's Representative: Bill Watson shall be authorized to act on Consultant's behalf with respect to the Work as Consultant's designated representative. H. Confidentiality: Consultant acknowledges that it may receive confidential information of the City and that it will protect the confidentiality of any such confidential information and will require any of its sub -consultants, consultants, and/or staff to likewise protect such confidential information. Meetings: Consultant shall meet with City's personnel or designated representatives to resolve technical or contractual problems that may occur during the term of the contract, at no additional cost to City. Section 7. Standard of Care: In providing services under this Agreement, the Consultant shall perforin in a manner consistent with that degree of care and skill ordinarily exercised by members of the saline profession currently practicing under similar circumstances at the same time and in the same or similar locality. Section 8. Termination: The City may terminate this Agreement for convenience at any time upon written notice to Consultant. Provided that no damages are due to the City for Consultant's breach of this Agreement, the City shall pay Consultant for Work performed to date in accordance with Section 5 herein. Section 9. Miscellaneous A. Governing Law. This Agreement shall be governed by the laws of the State of Georgia. B. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original, but all of which together shall constitute one and the same instrument. C. Sovereign Immunity. Nothing contained in this Agreement shall be construed to be a waiver of the City's sovereign immunity or any individual's qualified good faith or official immunities. D. E -Verify Affidavits. It is the policy of the City of Milton that unauthorized aliens shall not be employed to perform work on City contracts involving the physical performance of services. Therefore, the City shall not enter into a contract for the physical performance of services within the State of Georgia, unless the Consultant shall provide evidence on City -provided forms, attached hereto as Exhibit "C" and "D", Page 3 of 5 that it and Consultant's subcontractors have within the previous twelve (12) month period conducted a verification of the social security numbers of all employees who will perform work on the City contract to ensure that no unauthorized aliens will be employed. The City Manager or his/her designee shall be authorized to conduct an inspection of the Consultant's and Consultant's subcontractors' verification process to determine that the verification was correct and complete. The Consultant and Consultant's subcontractors shall retain all documents and records of its verification process for a period of three (3) years following completion of the contract. This requirement shall apply to all contracts for the physical performance of services where more than three (3) persons are employed on the City contract. The City Manager or his/her designee shall further be authorized to conduct periodic inspections to ensure that no City Consultant or Consultant's subcontractors employ unauthorized aliens on City contracts. By entering into a contract with the City, the Consultant and Consultant's subcontractors agree to cooperate with any such investigation by making its records and personnel available upon reasonable notice for inspection and questioning. Where a Consultant or Consultant's subcontractors are found to have employed an unauthorized alien, the City Manager or his/her designee may order the Consultant to terminate or require its subcontractor to terminate that person's employment immediately and to report same to the Department of Homeland Security. The Consultant's failure to terminate the employee, or otherwise cooperate with the investigation may be sanctioned by termination of the contract, and the Consultant shall be liable for all damages and delays occasioned by the City thereby. Compliance with the requirements of O.C.G.A. § 13-10-91 and Rule 300-10-1-.02 is mandatory. Consultant agrees that, in the event the Consultant employs or contracts with any subcontractor(s) in connection with this Agreement, the Consultant will secure from the subcontractor(s) such subcontractor(s') indication of the above employee -number category that is applicable to the subcontractor. Consultant's compliance with the requirements of O.C.G.A. § 13-10-91 and Rule 300-10-1-.02 shall be attested by the execution of the contractor's affidavit attached as Exhibit "C." The above requirements shall be in addition to the requirements of State and federal law, and shall be construed to be in conformity with those laws. E. SAVE Affidavit and Secure Verifiable Document. Pursuant to O.C.G.A. § 50-36-1, the City must obtain a SAVE Affidavit and a secure and verifiable document evidencing the Consultant's legal status in the Country each time that Consultant obtains a public benefit, including any contract, from the City. Consultant hereby verifies that it has, prior to executing this Agreement, executed a SAVE Affidavit (to be sworn under oath under criminal penalty of false swearing pursuant to O.C.G.A. § 16-10-71), a form of which is attached hereto as Exhibit "E", and submitted such affidavit to the City in person, electronically, or by mail. Further, Consultant verifies that it has, prior to executing this Agreement, submitted a secure and verifiable document, evidencing the Consultant's legal status, to the City either in person or electronically (in compliance with the Uniform Electronic Transactions Act). Consultant verifies that it is in compliance with the Residency Status of an Applicant for Public Benefit, as required by the Georgia Security and Immigration Compliance Act (O.C.G.A. § 50-36-1). IN WITNESS WHEREOF, the parties have caused this Agreement to be executed under seal as of the date first above written. [SIGNATURES ON THE FOLLOWING PAGE] Page 4of5 Fun -Fare Title: ®illell'` [AFFIX CORPORATE SEAL] CITY OF MILTON, GEORGIA Joe Lockwood, Mayor Printed Name: 1l`G4A V1�,TcbV Page 5 of 5 Exhibit "A" Work Description 2012 Milton Roundup Saturday, October 20, 2012 Fun -Fare activities: • Fun -Fare will provide up to 10 quality interactive inflatable and mechanical rides (including quad bungee, bull ride, and rockwall) on par with 2011 (to be agreed upon by both parties) at cost of $6,000.00 plus the top level sponsorship of the Milton Roundup. • Fun -Fare will provide employees to staff each item; the items will be free of charge to the general public. • Fun -Fare will also provide all power needed to run the items agreed upon. • Delivered and set-up by 12:00 PM to 6:00 PM; break down/pick-up. • Full amount is due no later than 10/1/2012. Exhibit "B" Insurance Certificate Fun -Fare will provide the City of Milton a certificate of insurance that will show liability coverage in the amount of one million dollars ($1,000,000.00) with City of Milton listed as "additional insured". AUG-16-2012(THU) 15:37 Taylor, Turner & Hartsfield (FAX)7708898600 P.001/001 ACOPR a® CERTIFICATE OF LIABILITY INSURANCE 8i16i2 12YYI THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(iesl must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Taylor Turner & Hartsfield PO Box 308 Cumming GA 30028 HOME CT Joy Dooley PHONE FAX no Es jdaoleyotthins.Com INSURERS AFFORDING COVERAGE NA104 INSURER A:SOottsdale Ins DO INSURED Fun£are Enterprises Inc Attn: Bill Watson P.O. BOX 777 Kennesaw GA 30156 INSURER e:ROclldale Insurance Company 8/9/2012 INSURER C: EACH OCCURRENCE $ 1,000,000 INSURER O: MEN FAR (Any one person) $ 5,000 INSURER E: INSURER F: GENERAL AGGREGATE $ 2,000,000 COVFFI CFRTIFICATF NUMRFR-12/13 RFVISION NIIMRFR- THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. )R LT LTR TYPE OF INSURANCE ADDL INSR SU9R 4VVD POLICY NUMBER FULIGY GrF MMIDU'YYYY PVLICYEXP MMIDDIYYYY LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY I CLAIMSMADEF—x1 OCCUR VS112463 8/9/2012 8/9/2013 EACH OCCURRENCE $ 1,000,000 -DAMAGE S(EnEoacurrence) $ 100,000 MEN FAR (Any one person) $ 5,000 PERSONAL &ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN -I- AGGREGATE X POLICY LIMIT APPLIES PER: Fj PRO LOC PRODUCTS-COMPIOPAGG $ 2,000,000 $ AUTOMOBILE LIABILITY ANY AUTO ALL CANNEDSCHEDULED AUTOS AUTOS NON -OWNED HIRED AUTOS AUTOS LOMB ITi 51 VG Ea accident BODILY INJURY oArpem.S $ BDDILY INJURY (Per acadont) $ PROPERTY DAMAGE $ Per accident UMBRELLA LIAB EXCESS LIAB OCCUR CLNMSMADE EACH OCCURRENCE $ AGGREGATE $ OED RETENTION $ $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIEI'ORAARTNERRXECUTIVE L OFFICER/ME MeER ExcwDEDe (Mandabuylp NH( If Yeo, describe under DESCRIPTION OF OPERATIONS beloA NIA C32'J6624 S/9/2012 8/9/2013 X VVC STATU- CTH TORY LIMITS ER E.L, EACH ACCIDENT $ 100,000 EL DISEASE - EA EMPLOYEE $ 100,000 EL DI SLASH -POLICY LIMIT $ 500,000 DESCRIPTION OF OPERATIONS) LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space Is requaod) TITP nartifinate holder l9 namearl as additional TnSnreed With rP.Spent to the.. general liability City of Milton 13000 Deerfield Parkway Suite 107A Milton, GA 30004 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE Taylor/DERBY .ak'^"° gr�....rfi'1�'x'.''Y'"""";awl ACORD 25 (2010105( ©1988-2010 ACORD CORPORATION. All rights reserved. STATE OF GEORGIA CITY OF MILTON EXHIBIT "C" CONSULTANT 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 contracting with the City of Milton has registered with and is participating in a federal work authorization program, in accordance with the applicability provisions and deadlines established in O.C.G.A. § 13-10-91. The undersigned further agrees that, should it employ or contract with any subcontractor(s) in connection with the physical performance of services pursuant to this contract with the City of Milton, contractor will secure from such subcontractor(s) similar verification of compliance with O.C.G.A. § 13-10-91 on the Subcontractor Affidavit provided in Rule 300-10-01-.08 in the form provided by the City. Consultant further agrees to maintain records of such compliance and provide a copy of each such verification to the City of Milton at the time the subcontractor(s) is retained to perform such service. 21qtl,1q EEV / Basic Pilot Program User Identification Number BY: Au4'horized Officer or Agent ate Fun -Fare Awe Title of Authorized Officer or Agent of Contractor &L' "V Printed Name of Authorized Officer or Agent SUBSCRIBED AND SWORN BEFORE ME ON THIS THE DAY OF , 201,2 Notary Public YCommission xpires: U I 9 1 \\�� ,,SSA !fy pies \ V✓.. w..�� P rj .0 te N: O Z �(pe Z/81.10 .G BLit J'* `Zk: /��'e"� 7"Y' STATE OF GEORGIA CITY OF MILTON EXHIBIT "D" 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 under a contract with JRM Management Services, Inc. on behalf of the City of Milton has registered with and is participating in a federal work authorization program, in accordance with the applicability provisions and deadlines established in O.C.G.A. § 13-10-91. 2/q qct EEV / Basic Pilot Program User Identification Number BY�AuE ior�izeed Officer or Agent Daf Insert Subcontractor Name e9fei Y" Title of Authorized Officer or Agent of Subcontractor Printed Name of Authorized Officer or Agent SUBSCRIBED AND SWORN BEFORE ME ON THIS THE DAY OF tj 201,2- Notary 01,2-Notary Public My Commission Expires: ♦♦���\S8A ♦`�.�GoMMissipN ,��y��� STATE OF GEORGIA CITY OF MILTON EXHIBIT "E" SAVE AFFIDAVIT By executing this affidavit under oath, and as an applicant for a public benefit, as referenced in O.C.G.A. § 50-36-1, from the City of Milton, the undersigned applicant verifies one of the following with respect to my application for a public benefit: 1) I am a United States citizen. 2) I am a legal permanent resident of the United States. 3) I am a qualified alien or non-immigrant under the Federal Immigration and Nationality Act with an alien number issued by the Department of Homeland Security or other federal immigration agency. My alien number issued by the Department of Homeland Security or other federal immigration agency is: The undersigned applicant also hereby verifies that he or she is 18 years of age or older and has provided at least one secure and verifiable document, as required by O.C.G.A. § 50-36-1(e)(1), with this affidavit. The secure and verifiable document provided with this affidavit can best be classified as: In malting the above representation under oath, I understand that any person who knowingly and willfully makes a false, fictitious, or fraudulent statement or representation in an affidavit shall be guilty of a violation of O.C.G.A. § 16-10-20, and face criminal penalties as allowed by such criminal statute. Executed in (city), (state). Signatu o%Applicant Printed Name of Applicant SUBSCRIBED AND SWORN `'11111111//�� DAY OF ON THIS HI H, 20 9i p NOTARY PUBLIC My Commission Expires::4ry l� tlG J � •w JoL)r�0 "y:3:: 4:: •''• cam.`` City of Milton 13000 Deerfield Parkway, Suite 100 Milton, Georgia 30004 To: Honorable Mayor and City Council Members From: Stacey Inglis, Finance Director Date: September 5, 2012 Council Meeting Agenda Items: Approval of a Banking Services Agreement between the City of Milton and SunTrust Bank Background: The current banking services agreement with Bank of North Georgia has expired requiring the City to issue a Request for Proposal (RFP) to fulfill these services. Responses were received from five different financial institutions and were evaluated by a three-person team: Stacey Inglis, Finance Director; Dawn Troke, Accounting Manager; and Rick Pearce, Budget and Procurement Manager. Discussion: The first phase of the proposal evaluation consisted of reviewing the written responses and scoring them based on a set of criteria described in the RFP. Three banks were then chosen to continue on to phase two: face-to-face interviews. The pricing proposals were taken into consideration after the interviews were held. SunTrust Bank stood out as the one institution that will best meet our needs both in services offered and in pricing proposed. Their services are comparable or better than what the other banks were offering and, for the term of the five-year contract, they have offered to waive all fees if we keep at least $500,000 in a non-interest bearing account. Attachments: Banking services agreement Concurrent Review: Ken Jarrard, Attorney Chris Lagerbloom, City Manager BANKING SERVICES AGREEMENT THIS AGREEMENT is effective as of this_____ day of _____________, 2012, by and between the CITY OF MILTON, a municipal corporation of the State of Georgia, acting by and through its governing authority, the Mayor and Council of the City of Milton (“City"), and SUNTRUST BANK, a Georgia Corporation, ("Bank"), collectively referred to as the "Parties". WITNESSETH THAT: WHEREAS, the City desires to retain Bank to provide certain services generally described as financial advisory services (the “Work”); and WHEREAS, the City finds that specialized knowledge, skills, and training are necessary to perform the Work contemplated under this Agreement; and WHEREAS, the Bank has represented that it is qualified by training and experience to perform the Work; and WHEREAS, the Bank desires to perform the Work under the terms and conditions set forth in this Agreement; and WHEREAS, the public interest will be served by this Agreement; NOW, THEREFORE, the Parties hereto do mutually agree as follows: 1. SCOPE OF SERVICES AND TERMINATION DATE 1.1. Scope of Services The Bank agrees to provide the Work and comply with all requirements specified in the RFP, a copy of which is attached hereto as Exhibit “A” and incorporated herein by reference, and provide the Work as may additionally be specified in the Bank’s Proposal, attached hereto as Exhibit “B” and incorporated herein by reference, in accordance with the terms and conditions of this Agreement. In the event of any conflict among the provisions of this Agreement and Exhibits “A” and “B,” that provision operating most to the benefit of the City, as determined by the City in its sole discretion, shall govern. Additionally, the Bank agrees to the following modifications to the following documents included in Exhibit “B”: A) Exhibit 12, Safekeeping Agreement: i) Sec. 11(b): “Client hereby agrees, to the extent if any allowed by law, to indemnify . . . .” ii) Sec. 17: Delete the sentence that begins: “EACH OF THE PARTIES HERETO IRREVOCABLY WAIVES ANY AND ALL RIGHT IT MAY HAVE TO A TRIAL BY JURY . . . .” B) Exhibit 13, Visa Commercial Card Agreement: 1 i) Sec. 19(b): Add the following subsection (b)(v): “The Company’s compliance with the Georgia Open Records Act shall not constitute a violation of this section.” ii) Sec. 20: Modify the first sentence as follows: “. . . shall be governed by the laws of the State of Georgia.” iii) Sec. 23: Delete this Section. 1.2. Schedule, Completion Date, and Term of Agreement The Agreement term is for a period of five (5) years from the effective date, provided that, in accordance with O.C.G.A. § 36-60-13, this Agreement shall terminate absolutely and without further obligation on the part of the City on December 31 each calendar year of the Term, and further, that this Agreement shall automatically renew on January 1 of each subsequent calendar year absent the City’s provision of written notice of non-renewal to Bank at least five (5) days prior to the end of the then current calendar year. Title to any supplies, materials, equipment, or other personal property shall remain in Bank until fully paid for by City. Additional renewals of the contract, by mutual agreement of both parties, may be made at one- year intervals or any interval that is advantageous to the City, not to exceed a total of two (2) years, at the option of the City. 2. WORK CHANGES 2.1. The City reserves the right to order changes in the Work to be performed under this Agreement by altering, adding to, or deducting from the Work. All such changes shall be incorporated in written change orders executed by the Bank and the City. Such change orders shall specify the changes ordered and any necessary adjustment of compensation and completion time. If the Parties cannot reach an agreement on the terms for performing the changed work within a reasonable time to avoid delay or other unfavorable impacts as determined by the City in its sole discretion, the City shall have the right to determine reasonable terms and the Bank shall proceed with the changed work. 2.2. by a change order shall be executed under all the applicable conditions of this Agreement. No claim for additional compensation or extension of time shall be recognized, unless contained in a written change order duly executed on behalf of the City and the Bank. Any work added to the scope of this Agreement The City Manager has authority to execute withou 2.3. t further action of the City of Milton Mayor and Council, any number of change orders so long as their total effect does not materially alter the terms of this Agreement or materially increase the total amount to be paid under this Agreement, as set forth in Section 3.2 below. Any such change orders materially altering the terms of this Agreement or increasing the total amount to be paid under this Agreement in excess of $25,000 must be approved by resolution of the City of Milton Mayor and Council. 3. COMPENSATION AND METHOD OF PAYMENT 3.1. City agrees to pay the Bank for the services performed the fees designated in Tab V, Pricing, of Exhibit “B,” provided that the Bank agrees that for the entire duration of this Agreement, fees for all services listed in Exhibit “C” to the City’s RFP (Exhibit “A” to this Agreement) will be waived by the Bank so long as the City maintains with the Bank a non-interest bearing account having a minimum balance of $550,000.00. 4. COVENANTS OF BANK 4.1. Expertise of Bank 2 Bank accepts the relationship of trust and confidence established between it and the City, recognizing that the City’s intention and purpose in entering into this Agreement is to engage an entity with the requisite capacity, experience, and professional skill and judgment to provide the services in pursuit of the timely and competent completion of the Work undertaken by Bank under this Agreement. 4.2. Budgetary Limitations Bank agrees and acknowledges that budgetary limitations are not a justification for breach of sound principals of Bank’s profession and industry. Bank shall take no calculated risk in the performance of the Work. Specifically, Bank agrees that, in the event it cannot perform the Work within the budgetary limitations established without disregarding sound principals of Bank’s profession and industry, Bank will give written notice immediately to the City. 4.3. City’s Reliance on the Work The Bank acknowledges and agrees that the City does not undertake to approve or pass upon matters of expertise of the Bank and that; therefore, the City bears no responsibility for Bank’s services performed under this Agreement. The Bank acknowledges and agrees that the acceptance of designs, plans, and specifications by the City is limited to the function of determining whether there has been compliance with what is required to be produced under this Agreement. The City will not, and need not, inquire into adequacy, fitness, suitability or correctness of Bank’s performance. Bank further agrees that no approval of designs, plans, or specifications by any person, body or agency shall relieve Bank of the responsibility for adequacy, fitness, suitability, and correctness of Bank’s professional and industry standards or for performing services under this Agreement in accordance with sound and accepted professional and industry principals. 4.4. Bank’s Reliance of Submissions by the City Bank must have timely information and input from the City in order to perform the services required under this Agreement. Bank is entitled to rely upon information provided by the City, but Bank shall be required to provide immediate written notice to the City if Bank knows or reasonably should know that any information provided by the City is erroneous, inconsistent, or otherwise problematic. 4.5. Bank’s Representative Dan B. Farrar, Jr. shall be authorized to act on Bank’s behalf with respect to the Work as Bank’s designated representative. 4.6. Assignment of Agreement The Bank covenants and agrees not to assign or transfer any interest in, nor delegate any duties of this Agreement, without the prior express written consent of the City. As to any approved subcontractors, the Bank shall be solely responsible for reimbursing them and the City shall have no obligation to them. 4.7. Responsibility of Bank and Indemnification of City The Bank covenants and agrees to take and assume all responsibility for the Work rendered in connection with this Agreement. The Bank shall bear all losses and damages directly or indirectly resulting to it on account of the performance or character of the Work rendered pursuant to this Agreement. Bank shall defend, indemnify and hold harmless the City, its officers, boards, commissions, elected and appointed officials, employees, servants, volunteers and agents (hereinafter referred to as “City Parties”) from and against any and all claims, injuries, suits, actions, judgments, damages, losses, costs, expenses and liability of any kind whatsoever, including but not limited to, attorney’s fees and costs of defense, (hereinafter “Liabilities”) which may be the result of willful, negligent or tortious conduct arising out of the Work, performance of contracted services, or operations by the Bank, any subcontractor, anyone directly or 3 indirectly employed by the Bank or subcontractor or anyone for whose acts the Bank or subcontractor may be liable, regardless of whether or not the negligent act is caused in part by a party indemnified hereunder. This indemnity obligation does not include Liabilities caused by or resulting from the sole negligence of the City or City Parties. Such obligation shall not be construed to negate, abridge, or otherwise reduce any other right or obligation of indemnity which would otherwise exist as to any party or person described in this provision. In any and all claims against the City or City Parties, by any employee of the Bank, any subcontractor, anyone directly or indirectly employed by the Bank or subcontractor or anyone for whose acts the Bank or subcontractor may be liable, the indemnification obligation set forth in this provision shall not be limited in any way by any limitation on the amount or type of damages, compensation or benefits payable by or for the Bank or any subcontractor under workers’ or workmen’s compensation acts, disability benefit acts or other employee benefit acts. This obligation to indemnify, defend, and hold harmless the City and City Parties shall survive expiration or termination of this Agreement, provided that the claims are based upon or arise out of actions that occurred during the performance of this Agreement. 4.8. Independent Contractor Bank hereby covenants and declares that it is engaged in an independent business and agrees to perform the services as an independent contractor and not as the agent or employee of the City. The Bank agrees to be solely responsible for its own matters relating to the time and place the services are performed; the instrumentalities, tools, supplies and/or materials necessary to complete the services; hiring of Banks, agents or employees to complete the services; and the payment of employees, including compliance with Social Security, withholding and all other regulations governing such matters. The Bank agrees to be solely responsible for its own acts and those of its subordinates, employees, and subcontractors during the life of this Agreement. Any provisions of this Agreement that may appear to give the City the right to direct Bank as to the details of the services to be performed by Bank or to exercise a measure of control over such services will be deemed to mean that Bank shall follow the directions of the City with regard to the results of such services only. 4.9. Insurance 4.9.1. Requirements: The Bank shall have and maintain in full force and effect for the duration of this Agreement, insurance insuring against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Work by the Bank, its agents, representatives, employees or subcontractors. All policies shall be subject to approval by the City Attorney to form and content. These requirements are subject to amendment or waiver if so approved in writing by the City Manager. 4.9.2. Minimum Limits of Insurance: Bank shall maintain limits no less than: a. Comprehensive General Liability of $1,000,000 combined single limit per occurrence for bodily and personal injury, sickness, disease or death, injury to or destruction of property, including loss of use resulting there from. b. Comprehensive Automobile Liability (owned, non-owned, hired) of $1,000,000 combined single limit per occurrence for bodily and personal injury, sickness, disease or death, injury to or destruction of property, including loss of use resulting therefrom. c. Professional Liability of $1,000,000 limit for claims arising out of professional services caused by the Bank's errors, omissions, or negligent acts. d. Workers' Compensation limits as required by the State of Georgia and employers Liability limits of $1,000,000 per accident. 4 4.9.3. Deductibles and Self-Insured Retentions: Any deductibles or self-insured retentions must be declared to and approved by the City. The self-insured retention for SunTrust Professional liability policy is $25MM. Other policies listed (CGL, Auto, and WC) do not have a deductible or self-insured retention. 4.9.4. Other Insurance Provisions: The policy is to contain, or be endorsed to contain, the following provisions: a. General Liability and Automobile Liability Coverage. i. The City, its officials, employees, agents and volunteers are to be covered as insured as respects: liability arising out of activities performed by or on behalf of the Bank; products and completed operations of the Bank; premises owned, leased, or used by the Bank; automobiles owned, leased, hired, or borrowed by the Bank. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officials, employees, agents or volunteers. ii. The Bank's insurance coverage shall be primary noncontributing insurance as respects to any other insurance or self-insurance available to the City, its officials, employees, agents or volunteers. Any insurance or self-insurance maintained by the City, its officials, employees or volunteers shall be excess of the Bank's insurance and shall not contribute with it. iii. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its officials, employees, agents or volunteers. iv. Coverage shall state that the Bank's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. v. Coverage shall be provided on a “pay on behalf” basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusion. vi. The insurer agrees to waive all rights of subrogation against the City, its officials, employees, agents and volunteers for losses arising from work performed by the Bank for the City. vii. All endorsements to policies shall be executed by an authorized representative of the insurer. b. Workers' Compensation Coverage The insurer will agree to waive all rights of subrogation against the City, its officials, employees, agents and volunteers for losses arising from work performed by the Bank for the City. c. All Coverages: i. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled, reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City. ii. Policies shall have concurrent starting and ending dates. 4.9.5. Acceptability of Insurers: Insurance is to be placed with insurers with an A.M. Bests' rating of no less than A. 4.9.6. Verification of Coverage: Bank shall furnish the City with certificates of insurance and endorsements to the policies evidencing coverage required by this clause prior to the start of work. The certificates of insurance and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificate of insurance and endorsements shall be on a form utilized by Bank's insurer in its normal course of business and shall be received and approved by the City prior to execution of this Agreement by the City. The City reserves the right to require complete, 5 certified copies of all required insurance policies. The Bank shall provide proof that any expiring coverage has been renewed or replaced. 4.9.7. Subcontractors: Bank shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated in this Agreement, including but not limited to naming the parties as additional insured. 4.9.8. Claims-Made Policies: Bank shall extend any claims-made insurance policy for at least six (6) years after termination or final payment under the Agreement, whichever is later. 4.9.9. City as Additional Insured and Loss Payee: The City shall be named as an additional insured and loss payee on all policies required by this Agreement. 4.10. Provisions Regarding Unauthorized Aliens 4.10.1. It is the policy of City that unauthorized aliens shall not be employed to perform work on City contracts involving the physical performance of services. Therefore, the City shall not enter into a contract for the physical performance of services within the State of Georgia unless the Bank shall provide evidence on City-provided forms, attached hereto as Exhibits “C” and “D” (affidavits regarding compliance with the E-Verify program to be sworn under oath under criminal penalty of false swearing pursuant to O.C.G.A. § 16-10-71), that it and Bank’s subcontractors have within the previous twelve (12) month period conducted a verification, under the federal Employment Eligibility Verification (“EEV” or “E-Verify”) program, of the social security numbers, or other identifying information now or hereafter accepted by the E-Verify program, of all employees who will perform work on the City contract to ensure that no unauthorized aliens will be employed. The Bank hereby verifies that it has, prior to executing this Agreement, executed a notarized affidavit, the form of which is provided in Exhibit “C”, and submitted such affidavit to City. In the event the Bank employs or contracts with any subcontractor(s) in connection with the covered contract, the Bank agrees to secure from such subcontractor(s) attestation of the subcontractor’s compliance with O.C.G.A. § 13-10-91 and Rule 300-10-1-.02 by the subcontractor’s execution of the subcontractor affidavit, the form of which is attached hereto as Exhibit “D”, and such subcontractor affidavit shall become part of the Bank/subcontractor agreement. Further, Bank agrees to provide completed copies of Exhibit “D” to the City within five (5) business days of receipt from any subcontractor. 4.10.2. The City Manager or his/her designee shall be authorized to conduct an inspection of the Bank’s and Bank’s subcontractors’ verification process at any time to determine that the verification was correct and complete. The Bank and Bank’s subcontractors shall retain all documents and records of their respective verification process for a period of three (3) years following completion of the contract. 4.10.3. The City Manager or his/her designee shall further be authorized to conduct periodic inspections to ensure that no City Contractor or Contractor’s subcontractors employ unauthorized aliens on City contracts. By entering into a contract with the City, the Bank and Bank’s subcontractors agree to cooperate with any such investigation by making their records and personnel available upon reasonable notice for inspection and questioning. Where the Bank or Bank’s subcontractors are found to have employed an unauthorized alien, the City Manager or his/her designee may report same to the Department of Homeland Security. The Bank’s failure to cooperate with the investigation may be sanctioned by termination of the contract, and the Bank shall be liable for all damages and delays occasioned by the City thereby. 6 4.10.4. Bank hereby agrees to comply with the requirements of the federal Immigration Reform and Control Act of 1986 (IRCA), P.L. 99-603, O.C.G.A. § 13-10-91 and Rule 300-10-1-.02. Bank’s compliance with the requirements of O.C.G.A. § 13-10-91 and Rule 300-10-1-.02 shall be attested by the execution of the contractor’s affidavit, attached hereto as Exhibit “C” and incorporated herein by this reference. 4.10.5. The above requirements shall be in addition to the requirements of State and federal law, and shall be construed to be in conformity with those laws. 4.10.6. Pursuant to O.C.G.A. § 50-36-1, the City must obtain a SAVE Affidavit and a secure and verifiable document evidencing the Bank’s legal status in the Country each time that Bank obtains a public benefit, including any contract, from the City. Bank hereby verifies that it has, prior to executing this Agreement, executed a SAVE Affidavit (to be sworn under oath under criminal penalty of false swearing pursuant to O.C.G.A. § 16-10-71), a form of which is attached hereto as Exhibit “E”, and submitted such affidavit to the City in person, electronically, or by mail. Further, Bank verifies that it has, prior to executing this Agreement, submitted a secure and verifiable document, evidencing the Bank’s legal status, to the City either in person or electronically (in compliance with the Uniform Electronic Transactions Act). Bank verifies that it is in compliance with the Residency Status of an Applicant for Public Benefit, as required by the Georgia Security and Immigration Compliance Act (O.C.G.A. § 50-36-1). 4.11. Records, Reports and Audits 4.11.1. Records: a. Records shall be established and maintained by the Bank in accordance with requirements prescribed by the City with respect to all matters covered by this Agreement. Except as otherwise authorized, such records shall be maintained for a period of three years from the date that final payment is made under this Agreement. Furthermore, all records shall be retained for three years after final payment and closing of all other pending matters or until any audit findings have been resolved, whichever is later. b. All costs shall be supported by properly executed payrolls, time records, invoices, contracts, or vouchers, or other official documentation evidencing in proper detail the nature and propriety of the charges. All checks, payrolls, invoices, contracts, vouchers, orders or other accounting documents pertaining in whole or in part to this Agreement shall be clearly identified and readily accessible. 4.11.2. Reports and Information: Upon request, the Bank shall furnish to the City any and all statements, records, reports, data and information related to matters covered by this Agreement in the form requested by the City. 4.11.3. Audits and Inspections: At any time during normal business hours and as often as appropriate, the City or any duly authorized representatives shall have access to any books, documents, papers, and records of Bank that are directly pertinent to this Agreement for the purpose of making audit, examination, excerpts, and transcripts of same. 4.12. Conflicts of Interest Bank agrees that it shall not engage in any activity or conduct that would result in a violation of the City of Milton Code of Ethics. 4.13. Confidentiality Bank acknowledges that it may receive confidential information of the City and that it will protect the confidentiality of any such confidential information and will require any of its subcontractors, Banks, and/or staff to likewise protect such confidential information. The Bank agrees that confidential 7 information it receives or such reports, information, opinions or conclusions that Bank creates under this Agreement shall not be made available to, or discussed with, any individual or organization, including the news media, without prior written approval of the City. The Bank shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City information whether specifically deemed confidential or not. 4.14. Licenses, Certifications and Permits The Bank covenants and declares that it has obtained all diplomas, certificates, licenses, permits or the like required of the Bank by any and all national, state, regional, City, local boards, agencies, commissions, committees or other regulatory bodies in order to perform the services contracted for under this Agreement. All work performed by Bank under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily expected of competent professionals. 4.15. Key Personnel All of the individuals identified in Exhibit “F” are necessary for the successful prosecution of the Work due to their unique expertise and depth and breadth of experience. There shall be no change in Bank’s Project Manager or members of the project team, as listed in Exhibit “F”, without written approval of the City. Bank recognizes that the composition of this team was instrumental in the City’s decision to award the work to Bank and that compelling reasons for substituting these individuals must be demonstrated for the City’s consent to be granted. Any substitutes shall be persons of comparable or superior expertise and experience. Failure to comply with the provisions of this section shall constitute a material breach of Bank’s obligations under this Agreement and shall be grounds for termination. Bank shall not subcontract with any third party for the performance of any portion of the Work without the prior written consent of the City. Bank shall be solely responsible for any such subcontractors in terms of performance and compensation. 4.16. Authority to Contract The Bank covenants and declares that it has obtained all necessary approvals of its board of directors, stockholders, general partners, limited partners or similar authorities to simultaneously execute and bind Bank to the terms of this Agreement, if applicable. 4.17. Ownership of Work All reports and other materials prepared or in the process of being prepared for the services to be performed by the Bank (“materials”) shall be the property of the City and the City shall be entitled to full access and copies of all such materials. Any such materials remaining in the hands of the Bank or subcontractor upon completion or termination of the work shall be delivered immediately to the City. The Bank assumes all risk of loss, damage or destruction of or to such materials. If any materials are lost, damaged or destroyed before final delivery to the City, the Bank shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Bank agrees to execute any additional documents that may be necessary to evidence such assignment. 5. COVENANTS OF THE CITY 5.1. Right of Entry The City shall provide for right of entry for Bank to the City of Milton, in order for Bank to complete the Work. 5.2. City’s Representative Stacey Inglis shall be authorized to act on the City’s behalf with respect to the Work as the City’s designated representative. 8 6. TERMINATION 6.1. For Convenience 6.1.1. The City shall have the right to terminate this Agreement for convenience by providing written notice thereof at least thirty (30) calendar days in advance of the termination date. The Bank shall have no right to terminate this Agreement, except in the event of the City’s failure to pay the Bank within thirty (30) days of Bank providing the City with notice of a delinquent payment and an opportunity to cure. 6.1.2. Upon termination, City shall provide for payment to the Bank for services rendered and expenses incurred prior to the termination date. 6.1.3. Upon termination, the Bank shall: (1) promptly discontinue all services affected, unless the notice directs otherwise; and (2) promptly deliver to the City all data, reports, summaries, and such other information and materials as may have been generated or used by the Bank in performing this Agreement, whether completed or in process, in the form specified by the City. 6.1.4. The rights and remedies of the City and the Bank provided in this Section are in addition to any other rights and remedies provided under this Agreement or at law or in equity. 6.2. For Default 6.2.1. The City may, subject to the provisions of subparagraph 6.2.3 below, by written notice of default to the Bank, terminate the whole or any part of this Agreement in any one of the following circumstances: a. if the Bank fails to perform this Agreement within the time specified herein or any extension thereof; or b. if the Bank fails to perform any of the other provisions of this Agreement, or so fails to make progress as to endanger performance of this Agreement in accordance with its terms, and does not cure such failure within a period of ten (10) days, or such longer period as the City may authorize in writing, after receipt of notice from the City specifying such failure. 6.2.2. In the event the City terminates this Agreement in whole or in part as provided in subparagraph 6.2.1 above, the City may procure, upon such terms and in such manner as the City may deem appropriate, services similar to those so terminated, and the Bank shall be liable to the City for any excess costs for the same; provided, that the Bank shall continue the performance of this Agreement to the extent not terminated hereunder. 6.2.3. Except with respect to defaults of subcontractors, the Bank shall not be liable for any excess costs if the failure to perform this Agreement arises out of causes beyond the control and without the fault or negligence of the Bank Such causes may include, but are not limited to, acts of God, or of the public enemy, acts of the Government in either its sovereign or contractual capacity, fires, flood, epidemics, quarantine restrictions, strikes, freight embargoes, and unusually severe weather, but in every case the failure to perform must be beyond the control and without the fault or negligence of the Bank 6.2.4. If the failure to perform is caused by the default of a subcontractor, and if such default arises out of causes beyond the control of both the Bank and the subcontractor, and without the fault or negligence of either of them, the Bank shall not be liable for any excess costs for failure to perform, unless the services to be furnished by the subcontractor were obtainable from other sources in sufficient time to permit the Bank to meet the required delivery schedule. The term "subcontractor" shall mean a subcontractor at any tier. 6.2.5. If, after notice of termination of this Agreement under the provisions of subparagraph 6.2.1 above, it is determined for any reason that the Bank was not in default under the provisions above, or that the default was excusable under the provisions of this Agreement, the rights and obligations of the 9 parties shall be the same as if the notice of termination had been issued pursuant to the "Termination for Convenience" provisions of this Agreement. 6.2.6. The rights and remedies of the City provided above shall not be exclusive and are in addition to any other rights and remedies provided by law or under this Agreement. 7. NO PERSONAL LIABILITY No member, official or employee of the City shall be personally liable to the Bank or any successor in interest in the event of any default or breach by the City or for any amount which may become due to the Bank or successor or on any obligation under the terms of this Agreement. Likewise, Bank’s performance of services under this Agreement shall not subject Bank’s individual employees, officers or directors to any personal liability. The Parties agree that their sole and exclusive remedy, claim, demand or suit shall be directed and/or asserted only against Bank or the City, respectively, and not against any employee, officer, director, or elected or appointed official. 8. ENTIRE AGREEMENT This Agreement constitutes the complete agreement between the Parties and supersedes any and all other agreements, either oral or in writing, between the Parties with respect to the subject matter of this Agreement. No other agreement, statement or promise relating to the subject matter of this Agreement not contained in this Agreement shall be valid or binding. This Agreement may be modified or amended only by a written document signed by representatives of both Parties with appropriate authorization. 9. SUCCESSORS AND ASSIGNS Subject to the provision of this Agreement regarding assignment, this Agreement shall be binding on the heirs, executors, administrators, successors and assigns of the respective Parties. 10. APPLICABLE LAW If any action at law or in equity is brought to enforce or interpret the provisions of this Agreement, the rules, regulations, statutes and laws of the State of Georgia will control. 11. CAPTIONS AND SEVERABILITY The caption or head note on articles or sections of this Agreement are intended for convenience and reference purposes only and in no way define, limit or describe the scope or intent thereof, or of this Agreement nor in any way affect this Agreement. Should any article(s) or section(s), or any part thereof, later be deemed unenforceable by a court of competent jurisdiction, the offending portion of the Agreement should be severed and the remainder of this Agreement shall remain in full force and effect to the extent possible. 12. NOTICES 12.1. Communications Relating to Daily Activities All communications relating to the day-to-day activities of the Work shall be exchanged between Stacey Inglis for the City and Dan Farrar for the Bank. 12.2. Official Notices 10 All other notices, writings or correspondence as required by this Agreement shall be in writing and shall be deemed received, and shall be effective, when: (1) personally delivered, or (2) on the third day after the postmark date when mailed by certified mail, postage prepaid, return receipt requested, or (3) upon actual delivery when sent via national overnight commercial carrier to the Parties at the addresses given below, unless a substitute address shall first be furnished to the other Parties by written notice in accordance herewith: NOTICE TO THE CITY shall be sent to: Finance Director City of Milton 13000 Deerfield Parkway, Suite 107G Milton, Georgia 30004 NOTICE TO THE BANK shall be sent to: Dan Farrar SunTrust Bank 1155 Peachtree St., Suite 900 Atlanta, Georgia 30309 13. WAIVER OF AGREEMENT The City’s failure to enforce any provision of this Agreement or the waiver in a particular instance shall not be construed as a general waiver of any future breach or default. 14. SOVEREIGN IMMUNITY Nothing contained in this Agreement shall be construed to be a waiver of the City’s sovereign immunity or any individual’s qualified good faith or official immunities. 15. FORCE MAJEURE Neither the City nor Bank shall be liable for their respective non-negligent or non-willful failure to perform or shall be deemed in default with respect to the failure to perform (or cure a failure to perform) any of their respective duties or obligations under this Agreement or for any delay in such performance due to: (a) any cause beyond their respective reasonable control; (b) any act of God; (c) any change in applicable governmental rules or regulations rendering the performance of any portion of this Agreement legally impossible; (d) earthquake, fire, explosion or flood; (e) strike or labor dispute, excluding strikes or labor disputes by employees and/or agents of Bank; (f) delay or failure to act by any governmental or military authority; or (g) any war, hostility, embargo, sabotage, civil disturbance, riot, insurrection or invasion. In such event, the time for performance shall be extended by an amount of time equal to the period of delay caused by such acts and all other obligations shall remain intact. IN WITNESS WHEREOF the City and the Bank have executed this Agreement effective as of the date the Mayor executes this Agreement on behalf of the City. [SIGNATURES ON FOLLOWING PAGE] 11 Approved as to form: _______________________________ City Attorney CITY OF MILTON: SUNTRUST BANK: By: __________________________ By: ________________________________ Title:_________________________ Title:_______________________________ Name:________________________ Name:______________________________ Date: ________________________ Date: ______________________________ Attest: ______________________________ Name/Title:__________________ SIGNED, SEALED, AND DELIVERED in the presence of: [AFFIX CORPORATE SEAL] _____________________________ Witness _____________________________ Notary Public [NOTARY SEAL] My Commission Expires: ________________________ 12 City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 To: Honorable Mayor and City Council Members From: Carter Lucas, PE – Public Works Director Date: August 22, 2012 Council Meeting Date: September 5, 2012 Agenda Item: Approval of a Construction Services Agreement between the City of Milton and Blount Construction Company, Inc. for the FY12 Road Reconstruction & Resurfacing Projects Discussion: In accordance with the city’s pavement management plan an ITB was issued to seek qualified contractors for the paving and/or reconstruction of the following roads: a) Batesville Road from the city limits to SR 372, b) Hagood Road from Redd Road to Bethany Way, c) Bethany Road from Bethany Way to Providence Road, d) Birmingham Road from SR 372 to Freemanville Road, e) Gunston Hall Circle, f) Gunston Hall Drive, g) Providence Farms Lane, h) Stonebrook Farms, i) Orchard Bend Trail, j) Beringer, k) South Vineyard, l) Cowart Road, m) Brittle Road from Summit Road to Redd Road n) Summit Road from Brittle Road to Freemanville Road The Invitation to Bid (ITB) was issued in compliance with the city’s purchasing policy and Five (5) bids were received ranging in value from $1,795,260.89 to $2,334,114.50. In accordance with the city’s purchasing policy for the procurement of construction services staff is recommending award of the contract to the lowest responsible bidder, Blount Construction Company Inc., in an amount not to exceed $1,795,260.89. City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 Legal Review: Paul Higbee – Jarrard & Davis, LLP – August 15, 2012 Financial: Funding for this project is available in the Pavement Management capital account. Attachments: 1. Construction Services Agreement /t �[ city of Milton CONSTRUCTION SERVICES AGREEMENT FOR FY 12 RECONSTRUCTION AND RESURFACING PROJECTS This Agreement (the "Agreement") to provide road reconstruction and resurfacing improvements is made and entered into this day of , 2012, by and between the CITY OF MILTON, a municipal corporation of the State of Georgia, acting by and through its governing authority, the Milton City Council (hereinafter referred to as the "City"), Blount Construction Company, Inc. a Georgia corporation with its principal place of business located at 1730 Sands Place, Marietta, Georgia 30067 (hereinafter referred to as the "Contractor"). WITNESSETH: WHEREAS, the City issued a Request for Bid for the FY 12 Reconstruction and Resurfacing Projects (12-PW6), to solicit bids for road improvements at various locations within the City; and WHEREAS, based upon Contractor's bid to construct the road improvements as required by the bid documents, the City has selected Contractor as the winning bidder, and WHEREAS, Contractor has agreed to perform such work as set forth in this Agreement, according to the terms and conditions provided in this Agreement; and WHEREAS, Contractor has familiarized itself with the nature and extent of the Contract Documents, the Project, and the Work, with all local conditions and federal, state and local laws, ordinances, rules and regulations in any manner that may affect cost, progress or performance of work, and Contractor is aware that he must be licensed to do business in the State of Georgia. NOW THEREFORE, the City and Contractor, in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency of which is hereby acknowledged, agree as follows: Section 1 Contract Documents The following documents are incorporated herein by reference and constitute the Contract Documents: A. This Agreement ( 16 Pages); B. Request For Bid RFB (80 Pages), attached hereto as Exhibit "A"; C. Proposal and Bid from Contractor dated (19 Pages), attached hereto as Exhibit «B�l; D. Performance and Other Bonds, attached hereto collectively as Exhibit "C"; E. Plans and specifications, attached hereto collectively as Exhibit "D", F. Contractor Affidavit and Agreement, attached hereto as Exhibit "E"; G. Subcontractor Affidavit, attached hereto as Exhibit "17"; H. Save Affidavit, attached hereto as F.xhi'bit "G"; The following which may be delivered or issued after the Effective Date of the Agreement and are not attached hereto: All Written Amendments and other documents amending, modifying, or supplementing the Contract Documents if properly adopted in writing and executed by the Parties; and J. City of Milton Code of Ethics. In the event of any discrepancy among the Contract Documents, that provision that inures most to the benefit of the City, as determined by the City in its sole discretion, shall govern. Section 2 Proiect Description This project includes the reconstruction and resurfacing of various roads throughout the city as defined in Exhibit A. The contractor is responsible for all erosion and sediment control measures and for re -shaping the shoulders and slopes, and re-establishing a vegetative ground cover. Section 3 The Work The Work is specified and indicated in the Contract Documents (the "Work"). In the event of any discrepancy among the Contract Documents, the provision operating most to the benefit of the City, as determined by the City in its sole discretion, shall govern. The Work previously described includes all material, labor, insurance, tools, equipment, and any other miscellaneous items necessary to complete the Work as described. Contractor shall complete the Work in strict accordance with the Contract Documents. Section 4 Contract Time This Contract shall take effect on . Contractor agrees to complete the Project within 60 calendar days from the date of Notice to Proceed. Every effort will be made by Contractor to shorten this period. Section 5 Contractor's Com ensation• Time and Method of Payment Contractor shall be paid unit prices, as stated in the bid schedule provide by Contractor and attached hereto in Exhibit S, multiplied by actual quantities provided to the City at the City's request. Subject to the provisions of Section 6 the total cost shall not exceed $1,795,260.89. The quantities stated in the bid schedule were only estimates. The unit prices in the bid schedule will not increase based on a change in quantity of units actually requested by the City. The City shall pay 2 Contractor net thirty (30) days from the date of invoice for units provided to the City during the invoice period; all invoices shall include an itemized list of units provided and prices for each class of unit. No payments will be made for unauthorized work. Upon the City's certification of Final Completion of the Project, an invoice should be submitted to City of Milton 13000 Deerfield Parkway Suite 107G Milton, GA, 30004 for approval. Payment will be sent to the designated address by U. S. Mail only; payment will not be hand -delivered. Section 6 Work Changes A. The City reserves the right to order changes in the Work to be performed under this Agreement by altering, adding to, or deducting from the Work. All such changes shall be incorporated in written change orders executed by the Contractor and the City. Such change orders shall specify the changes ordered and any necessary adjustment of compensation and completion time. If the Parties cannot reach an agreement on the terms for performing the changed work within a reasonable time to avoid delay or other unfavorable impacts as determined by the City in its sole discretion, the City shall have the right to determine reasonable terms and the Contractor shall proceed with the changed work. B. Any work added to the scope of this Agreement by a change order shall be executed under all the applicable conditions of this Agreement. No claim for additional compensation or extension of time shall be recognized, unless contained in a written change order duly executed on behalf of the City and the Contractor. C. The City Manager has authority to execute without further action of the Milton City Council, any number of change orders so long as their total effect does not materially alter the terms of this Agreement or materially increase the total amount to be paid under this Agreement. Any such change orders materially altering the terms of this Agreement or increasing the total amount to be paid under this Agreement in excess of $50,000, must be approved by resolution of the Milton City Council. Section 7 Covenants of Contractor. A. Ethics Code Contractor agrees that it shall not engage in any activity or conduct that would be in violation of the City of Milton Code of Ethics. B. Time is of the Essence Contractor specifically acknowledges that TIME IS OF THE ESSENCE for completion of the Project. C. Expertise of Contractor Contractor accepts the relationship of trust and confidence established between it and the City, recognizing that the City's intention and purpose in entering into this Agreement is to engage an entity with the requisite capacity, experience, and professional skill and judgment to provide the services in pursuit of the timely and competent completion of the Work undertaken by Contractor under this Agreement. D. Budgetary Limitations Contractor agrees and acknowledges that budgetary limitations are not a justification for breach of sound principals of Contractor's profession and industry. Contractor shall take no calculated risk in the performance of the Work. Specifically, Contractor agrees that, in the event it cannot perforin the Work within the budgetary limitations established without disregarding sound principals of Contractor's profession and industry, Contractor will give written notice immediately to the City. E. City's Reliance on the. Work The Contractor acknowledges and agrees that the City does not undertake to approve or pass upon matters of expertise of the Contractor and that; therefore, the City bears no responsibility for Contractor's services performed under this Agreement. The Contractor acknowledges and agrees that the acceptance of Work by the City is limited to the function of determining whether there has been compliance with what is required to be produced under this Agreement. The City will not, and need not, inquire into adequacy, fitness, suitability or correctness of Contractor's performance. Contractor further agrees that no approval of designs, plans, specifications, or work by any person, body or agency shall relieve Contractor of the responsibility for adequacy, fitness, suitability, and correctness of Contractor's professional and industry standards or for performing services under this Agreement in accordance with sound and accepted professional and industry principals. F. Contractor's Reliance of Submissions by the City Contractor must have timely information and input from the City in order to perform the services required under this Agreement. Contractor is entitled to rely upon information provided by the City, but Contractor shall be required to provide immediate written notice to the City if Contractor knows or reasonably should know that any information provided by the City is erroneous, inconsistent, or otherwise problematic. & Contractor's Representative �shall be authorized to act on Contractor's be alf with respect to the Work as Contractor's designated representative. H. Assignment of Agreement The Contractor covenants and agrees not to assign or transfer any interest in, nor 4 delegate any duties of this Agreement, without the prior express written consent of the City. 1. Responsibility of Contractor and Indemnification of City The Contractor covenants and agrees to take and assume all responsibility for the services rendered in connection with this Agreement. The Contractor shall bear all losses and damages directly or indirectly resulting to it on account of the performance or character of the services rendered pursuant to this Agreement. Contractor shall defend, indemnify and hold haxmless the City, its officers, boards, commissions, elected and appointed officials, employees and agents from and against any and all claims, suits, actions, liability, judgments, damages, losses, and expenses, including but not limited to, attorney's fees, which may be the result of willful, negligent or tortuous conduct arising out of the Work, performance of contracted services, or operations by the Contractor, any subcontractor, anyone directly or indirectly employed by the Contractor or subcontractor or anyone for whose acts the Contractor or subcontractor may be liable, regardless of whether or not the negligent act is caused in part by a party indemnified hereunder. Such obligation shall not be construed to negate, abridge, or otherwise reduce any other right or obligation of indemnity which would otherwise exist as to any party or person described in this provision_ In any and all claims against the City or any of its agents or employees, by any employee of the Contractor, any subcontractor, anyone directly or indirectly employed by the Contractor or subcontractor or anyone for whose acts the Contractor or subcontractor may be liable, the indemnification obligation set forth in this provision shall not be limited in any way by any limitation on the amount or type of damages, compensation or benefits payable by or for the Contractor or any subcontractor under workers' or workmen's compensation acts, disability benefit acts or other employee benefit acts. This obligation to indemnify and defend the City, its members, officers, agents, employees and volunteers shall survive termination of this Agreement. Contractor shall not be required to indemnify the City or its officers, boards, commissions, elected or appointed officials, employees or agents against liability or claims for damages, losses, or expenses, including attorney fees, arising out of bodily injury to persons, death, or damage to property caused by or resulting from the sole negligence of the City or its officers, boards, commissions, elected or appointed officials, employees or agents. J. Independent Contractor Contractor hereby covenants and declares that it is engaged in an independent business and agrees to perform the services as an independent contractor and not as the agent or employee of the City. The Contractor agrees to be solely responsible for its own matters relating to the time and place the services are performed; the instrumentalities, tools, supplies and/or materials necessary to 5 complete the services; hiring of Contractors, agents or employees to complete the services; and the payment of employees, including compliance with Social Security, withholding and all other regulations governing such matters. The Contractor agrees to be solely responsible for its own acts and those of its subordinates, employees, and subcontractors during the life of this Agreement. Any provisions of this Agreement that may appear to give the City the right to direct Contractor as to the details of the services to be performed by Contractor or to exercise a measure of control over such services will be deemed to mean that Contractor shall follow the directions of the City with regard to the results of such services only. The Contractor shall obtain and maintain, at the Contractor's expense, all permits, licenses, or approvals that may be necessary for the performance of the services. The Contractor shall furnish copies of all such permits, licenses, or approvals to the City of Milton Representative within ten (10) days after issuance. Inasmuch as the City of Milton and the Contractor are contractors independent of one another neither has the authority to bind the other to any third person or otherwise to act in any way as the representative of the other, unless otherwise expressly agreed to in writing signed by both parties hereto. The Contractor agrees not to represent itself as the City's agent for any purpose to any party or to allow any employee of the Contractor to do so, unless specifically authorized, in advance and in writing, to do so, and then only for the limited purpose stated in such authorization. The Contractor shall assume full liability for any contracts or agreements the Contract enters into on behalf of the City of Milton without the express knowledge and prior written consent of the City. K. Insurance (1) Requirements: The Contractor shall have and maintain in full force and effect for the duration of this Agreement, insurance insuring against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Work by the Contractor, its agents, representatives, employees or subcontractors. All policies shall be subject to approval by the City Attorney to form and content. These requirements are subject to amendment or waiver if so approved in writing by the City Manager. (2) Minimum Limits of Insurance: Contractor shall maintain limits no less than: (a) Comprehensive General Liability of $1,000,000 combined single limit per occurrence for bodily and personal injury, sickness, disease or death, injury to or destruction of property, including loss of use resulting there from. (b) Comprehensive Automobile Liability (owned, non -owned, hired) of $1,000,000 combined single limit per occurrence for bodily and personal injury, sickness, disease or death, injury to or destruction of property, including loss of use resulting there from. (c) Professional Liability of $1,000,404 limit for claims arising out of professional services caused by the Contractor's errors, omissions, or negligent acts. (d) Workers' Compensation limits as required by the State of Georgia and employers Liability limits of $1,040,404 per accident. (3) Deductibles and Self -Insured Retentions: Any deductibles or self-insured retentions must be declared to and approved by the City. (4) Other Insurance Provisions: The policy is to contain, or be endorsed to contain, the following provisions: (a) General Liability and Automobile Liability Coverage. (i) The City, its officials, employees, agents and volunteers are to be covered as insured as respects: liability arising out of activities performed by or on behalf of the Contractor; products and completed operations of the Contractor.- premises ontractor;premises owned, leased, or used by the Contractor; automobiles owned, leased, hired, or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officials, employees, agents or volunteers. (ii) The Contractor's insurance coverage shall be primary noncontributing insurance as respects to any other insurance or self-insurance available to the City, its officials, employees, agents or volunteers. Any insurance or self-insurance maintained by the City, its officials, employees or volunteers shall be excess of the Contractor's insurance and shall not contribute with it. (iii) Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its officials, employees, agents or volunteers. (iv) Coverage shall state that the Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. (v) Coverage shall be provided on a "pay on behalf' basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusion. (vi) The insurer agrees to waive all rights of subrogation against 7 the City, its officials, employees, agents and volunteers for losses arising from work performed by the Contractor for the City. (vii) All endorsements to policies shall be executed by an authorized representative of the insurer. (b) Workers' Compensation Coverage: The insurer will agree to waive all rights of subrogation against the City, its officials, employees, agents and volunteers for losses arising from work performed by the Contractor for the City. (c) All Coverages: (i) Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled, reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City. (ii) Policies shall have concurrent starting and ending dates. (iii) Policies shall include an endorsement incorporating the Indemnification obligations assumed by the Contractor under the terms of this Agreement, including but not limited to Section 7(1) of this Agreement. (iv) Policies shall include an endorsement incorporating the Indemnification obligations assumed by the Contractor under the terms of this Agreement, including but not limited to Section 7(I) of this Agreement. (S) Acceptability of Insurers: Insurance is to be placed with insurers with an A.M. Bests' rating of no less than A: VII. (6) Verification of Coverage: Contractor shall furnish the City with certif cates of insurance and endorsements to the policies evidencing coverage required by this clause prior to the start of work. The certificates of insurance and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificate of insurance and endorsements shall be on a form utilized by Contractor's insurer in its normal course of business and shall be received and approved by the City prior to execution of this Agreement by the City. The City reserves the right to require complete, certified copies of all required insurance policies, at any time. The Contractor shall provide proof that any expiring coverage has been renewed or replaced at least two (2) weeks prior to the expiration of the coverage. 8 (7) Subcontractors: Contractor shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated in this Agreement, including but not limited to naming the parties as additional insured. (8) Claims -Made Policies: Contractor shall extend any claims -made insurance policy for at least six (6) years after termination or final payment under the Agreement, whichever is later. (9) City as Additional Insured and Loss Payee: The City shall be named as an additional insured and loss payee on all policies required by this Agreement. L. Employment of Unauthorized Aliens Prohibited (1) E -Verify Affidavits It is the policy of the City of Milton that unauthorized aliens shall not be employed to perform work on City contracts involving the physical performance of services. Therefore, the City shall not enter into a contract for the physical performance of services within the State of Georgia, unless the Contractor shall provide evidence on City -provided forms, attached hereto as Exhibits "E" and "F" that it and Contractor's subcontractors have within the previous twelve (12) month period conducted a verification of the social security numbers of all employees who will perform work on the City contract to ensure that no unauthorized aliens will be employed. The City Manager or his/her designee shall be authorized to conduct an inspection of the Contractor's and Contractor's subcontractors' verification process to determine that the verification was correct and complete. The Contractor and Contractor's subcontractors shall retain all documents and records of its verification process for a period of three (3) years following completion of the contract. This requirement shall apply to all contracts for the physical performance of services where more than three (3) persons are employed on the City contract. The City Manager or his/her designee shall further be authorized to conduct periodic inspections to ensure that no City Contractor or Contractor's subcontractors employ unauthorized aliens on City contracts. By entering into a contract with the City, the Contractor and Contractor's subcontractors agree to cooperate with any such investigation by making its records and personnel available upon reasonable notice for inspection and questioning. Where a Contractor or Contractor's subcontractors are found to have employed an unauthorized alien, the City Manager or his/her designee may order the Contractor to terminate or require its subcontractor to terminate that person's employment immediately and to report same to the Department of Homeland Security. The Contractor's failure to terminate the employee, or otherwise cooperate with the investigation may be sanctioned by termination of the contract, and the Contractor shall be liable for all damages and delays occasioned by the City thereby. 0 Compliance with the requirements of O.C.G.A. § 13-10-91 and Rule 300-10-1-.02 is mandatory. Contractor agrees that, in the event the Contractor employs or contracts with any subcontractor(s) in connection with this Agreement, the Contractor will secure from the subcontractor(s) such subcontractor(s') indication of the above employee -number category that is applicable to the subcontractor. Contractor's compliance with the requirements of O.C.G.A. § 13-10-91 and Rule 300-10-1-.02 shall be attested by the execution of the contractor's affidavit attached as Exhibit "E." The above requirements shall be in addition to the requirements of State and federal law, and shall be construed to be in conformity with those laws. (2) SAVE Affidavit and Secure Verifiable Document Pursuant to O.C.G.A. § 50-36-1, the City must obtain a SAVE Affidavit and a secure and verifiable document evidencing the Contractor's legal status in the Country each time that Contractor obtains a public benefit, including any contract, from the City. Contractor hereby verifies that it has, prior to executing this Agreement, executed a SAVE Affidavit (to be sworn under oath under criminal penalty of false swearing pursuant to O.C.G.A. § 16-10-71), a form of which is attached hereto as Exhibit "G", and submitted such affidavit to the City in person, electronically, or by mail. Further, Contractor verifies that it has, prior to executing this Agreement, submitted a secure and verifiable document, evidencing the Contractor's legal status, to the City either in person or electronically (in compliance with the Uniform Electronic Transactions Act). Contractor verifies that it is in compliance with the Residency Status of an Applicant for Public Benefit, as required by the Georgia Security and Immigration Compliance Act (O.C.G.A. § 50-36-1). M. Records, Reports and Audits (1) Records: (a) Records shall be established and maintained by the Contractor in accordance with requirements prescribed by the City with respect to all matters covered by this Agreement. Except as otherwise authorized, such records shall be maintained for a period of three years from the date that final payment is made under this Agreement. Furthermore, records that are the subject of audit findings shall be retained for three years or until such audit findings have been resolved, whichever is later. (b) All costs shall be supported by properly executed payrolls, time records, invoices, contracts, or vouchers, or other official documentation evidencing in proper detail the nature and propriety 10 of the charges. All checks, payrolls, invoices, contracts, vouchers, orders or other accounting documents pertaining in whole or in part to this Agreement shall be clearly identified and readily accessible. (2) Reports and Information: Upon request, the Contractor shall furnish to the City any and all statements, records, reports, data and information related to matters covered by this Agreement in the form requested by the City. (3) Audits and Inspections: At any time during normal business hours and as often as the City may deem necessary, there shall be made available to the City for examination all records with respect to all matters covered by this Agreement. The Contractor will permit the City to audit, examine, and make excerpts or transcripts from such records, and to audit all contracts, invoices, materials, payrolls, records of personnel, conditions of employment and or data relating to all matters covered by this Agreement. N. Conflicts of Interest Contractor agrees that it shall not engage in any activity or conduct that would result in a violation of the City of Milton. Code of Ethics. 0. Confidentiality Contractor acknowledges that it may receive confidential information of the City and that it will protect the confidentiality of any such confidential information and will require any of its subcontractors, consultants, and/or staff to likewise protect such confidential information. The Contractor agrees that confidential information it receives or such reports, information, opinions or conclusions that Contractor creates under this Agreement shall not be made available to, or discussed with, any individual or organization, including the news media, without prior written approval of the City. The Contractor shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City information whether specifically deemed confidential or not. P. Licenses Certifications and Permits The Contractor covenants and declares that it has obtained all diplomas, certificates, licenses, permits or the like required of the Contractor by any and all national, state, regional, county, local boards, agencies, commissions, committees or other regulatory bodies in order to perform the services contracted for under this Agreement. All work performed by Contractor under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily expected of competent professionals. Q. Key Personnel Reserved II 17 S. T Authority to Contract The Contractor covenants and declares that it has obtained all necessary approvals of its board of directors, stockholders, general partners, limited partners or similar authorities to simultaneously execute and bind Contractor to the terms of this Agreement, if applicable. Ownership of Work All reports, designs, drawings, plans, specifications, schedules, work product and other materials prepared or in the process of being prepared for the services to be performed by the Contractor ("materials") shall be the property of the City and the City shall be entitled to full access and copies of all such materials. Any such materials remaining in the hands of the Contractor or subcontractor upon completion or termination of the work shall be delivered immediately to the City. The Contractor assumes all risk of loss, damage or destruction of or to such materials. If any materials are lost, damaged or destroyed before final delivery to the City, the Contractor shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Contractor agrees to execute any additional documents that may be necessary to evidence such assignment. Meetings The Contractor is required to meet with the City's personnel, or designated representatives, to resolve technical or contractual problems that may occur during the term of the contract, at no additional cost to the City. Meetings will occur as problems arise and will be coordinated by the City. The Contractor will be given a minimum of three full working days notice of meeting date, time, and location. Face-to-face meetings are desired. However, at the Contractor's option and expense, a conference call meeting may be substituted. Consistent failure to participate in problem resolution meetings, two consecutive missed or rescheduled meetings, or to make a good faith effort to resolve problems, may result in termination of the contract. Section S Covenants of the City A. Right of Entry The City shall provide for equipment along the Bethany complete the Work. B. City's Representative right of entry for Contractor and all necessary Bend Road right-of-way, in order for Contractor to Matt Fallstrom shall be authorized to act on the City's behalf with respect to the Work as the City's designated representative 12 Section_ 9 _ Warranty Except as may be otherwise specified or agreed, the Contractor shall repair all defects in materials, equipment, or workmanship appearing within, one year from the date of Final Completion of the Project at no additional cost to the City. An inspection shall be conducted by the City or its representative(s) near the completion of the one-year general warranty period to identify any issues that must be resolved by the Contractor. Section 10 Termination A. The City may terminate this Agreement for convenience at any time upon written notice to Contractor. In the event of a termination for convenience, Contractor shall take immediate steps to terminate work as quickly and effectively as possible and shall terminate all commitments to third -parties unless otherwise instructed by the City. Provided that no damages are due to the City for Contractor's failure to perform in accordance with this Agreement, the City shall pay Contractor for work performed to date in accordance with Section 5 herein. The City shall have no further liability to Contractor for such termination. S. The City may terminate this Agreement for cause if Contractor breaches any material provision of this Agreement. The City shall give Contractor seven (7) days written notice of its intent to terminate the Agreement and the reasons therefore, and, if Contractor, or its Surety, fails to cure the default within that period, the termination shall take place without further notice. The City shall then make alternative arrangements for completion of the Project and deduct the cost of completion from the unpaid Contract Price. The City will make no payment to the Contractor or its Surety until all costs of completing the Project are paid. If the unpaid balance of the amount due the Contractor, according to this agreement, exceeds the cost of finishing the Project, the Contractor or its Surety will receive the applicable funds due. If the costs of completing the Project exceed the unpaid balance, the Contractor or its Surety will pay the difference to the City. C. If the City terminates this Agreement for cause, and it is later determined that the City did not have grounds to do so, the termination will be treated as a termination for convenience under the terms of this Section (A) above. D. Upon termination, the Contractor shall: (1) promptly discontinue all services affected, unless the notice directs otherwise; and (2) promptly deliver to the City all data, drawings, reports, summaries, and such other information and materials as may have been generated or used by the Contractor in performing this Agreement, whether completed or in process, in the form specified by the City. E. The rights and remedies of the City and the Contractor provided in this Section are in addition to any other rights and remedies provided under this Agreement or at law or in equity. Section 11 Miscellaneous 13 A. Complete Agreement. This Agreement contains all of the understandings and agreements of whatsoever kind and nature existing between the parties hereto with respect to the subject matter contained herein. B. Governing Law. This Agreement shall be governed by and construed under the laws of the State of Georgia. C. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original, but all of which together shall constitute one and the same instrument. D. Invalidity of Provisions. Should any part of this Agreement for any reason be declared by any court of competent jurisdiction to be invalid, such decision shall not affect the validity of any remaining portion, which remaining portion shall continue in full force and effect as if this Agreement had been executed with the invalid portion hereof eliminated, it being the intention of the parties that they would have executed the remaining portion of this Agreement without including any such part, parts or portions which may for any reason be hereafter declared invalid. E. Notice. All notices requests, demands and other communications hereunder shall be in writing and shall be deemed received, and shall be effective when personally delivered or on the third day after the postmark date when mailed by certified mail, postage prepaid, return receipt requested or upon actual delivery when sent via national overnight commercial carrier to the parties at the addresses given below, unless a substitute address shall first be furnished to the other parties by written notice in accordance herewith: NOTICE TO CITY shall be sent to: City of Milton Attn: City Manager 13000 Deerfield Parkway, Suite 107F Milton, Georgia 30004 NOTICE TO CONTRACTOR shall be sent to: Blount Construction Company, Inc. 1730 Sands Place Marietta, Georgia 30067 F. Soverei n Immunity. Nothing contained in this Agreement shall be construed to be a waiver of the City's sovereign immunity or any individual's qualified good faith or official immunities. G. Farce Majeure. Neither the City nor Contractor shall be liable for their respective non -negligent or non -willful failure to perform or shall be deemed in default with respect to the failure to perform (or cure a failure to perform) any of their respective duties or obligations under this Agreement or for any delay in such 14 performance due to: (i) any cause beyond their respective reasonable control; (ii) any act of God; (iii) any change in applicable governmental rules or regulations rendering the performance of any portion of this Agreement legally impossible; (iv) earthquake, fire, explosion or flood; (v) strike or labor dispute, excluding strikes or labor disputes by employees and/or agents of Contractor; (vi) delay or failure to act by any governmental or military authority; or (vii) any war, hostility, embargo, sabotage, civil disturbance, riot, insurrection or invasion. In such event, the time for performance shall be extended by an amount of time equal to the period of delay caused by such acts and all other obligations shall remain intact. H. Headings. All headings herein are inserted only for convenience and ease of reference and are not to be considered in the construction or interpretation of any provision of this Agreement. IN WITNESS WHEREOF, the parties have caused this Agreement to be executed under seal as of the date first above written. [SIGNATURES ON FOLLOWING PAGE] 15 Blount gnstruction Company, Inc. Signature *41ti��q Bob Cathcart��; Q0Ar� '• �•: '- Print Name Vice -President ac (y Title [AFFIX CORPORATE SEAL]r�r'�►►►►►rGY�it SIGNED SEALED AND DELIVERED In the presence of ttness (Corporate Secretary should attest) John Truono Prin Name Secretary/Treasurer N ary Public �N'NE [NOTARY SEAL] My Commission Expires m ti� �A�•O�I ! 1 I 1 ���,1 MILTON CITY COUNCIL: Joe Lockwood, Mayor SIGNED, SEALED, AND DELIVERED In the presence of: Witness Notary Public [NOTARY SEAL] My Commission Expires: 16 [CITY SEAL] City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 To: Honorable Mayor and City Council Members From: Carter Lucas, PE – Public Works Director Date: August 24, 2012 Council Meeting Date: September 5, 2012 Agenda Item: Approval of the Acquisition of 7,349 sf of Right of Way, 11,027 sf of Permanent Easement and 6,449 sf of Temporary Construction Easement at 13300 and 13340 Cogburn Road from the St. Francis Day School for a Total Combined Purchase Price of $16,875. Discussion: To provide for the improvements to the Cogburn Road bridge the acquisition of 7,349 sf of right of way, 11,027 sf of permanent easement, and 6,449 sf of temporary construction easement is required. The combined purchase price is $16,875. Staff is recommending approval of the acquisition of right of way and easements in the amount of $16,875. Legal Review: John Bell – John W. Bell, P.C. – May 9, 2012 Financial: Funding for this acquisition is available in the Bridge Replacement Program capital account. Attachments: Purchase Agreements City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 Purchase Agreement Project: NIA Parcel #: 3 & 4 PIN: NIA For and in consideration of the sum of One Dollar ($1.00), receipt whereof being acknowledged, the undersigned grants to City of Milton an irrevocable option to acquire portions of the following described real estate: Right of Way and/or Easement rights through that tract or parcel of land located in Land Lot 968 & 977 District 022, of MILTON, Georgia, and being more particularly described in Exhibit "A" attached hereto and made a part hereof by reference. For the sum of U75,0 otherwise a DONATION the undersigned agrees to execute and deliver to the City of Milton, fee simple title and easements to the lands owned by the undersigned as reflected on the attached Exhibit "A". ■YrrY�tYrY�YrrY��rrr�:r�rrrrrrrarrrrrrrrr�rrrrtirrrrrrrrrrrr■rrYl■YrY�WY�YYIY■Orr■ The following conditions are imposed upon the grant of this option: 1. This option shall be irrevocable for a period of 90 days from this date. 2. The consideration recited is full payment for the rights conveyed: 845.99 Square Feet of Right of Way 2,787.88 Square Feet of Permanent Construction, Drainage, Slope and/or Maintenance Easement 2.233.71 square Feet of Temporary Construction Easement and/or Driveway Easement 3. All Temporary Easements will terminate upon completion and acceptance of the same by City of Milton. 4. The undersigned shall obtain all quitclaim deeds or releases from any tenant now in possession and any other parties having a claim or interest in the property described above. 5. Said option may be exercised by City of Milton at any time during the period above stated, but only fallowing notification and receipt of waiver from any and all lien holders of record unless specifically waived by City of Milton and by notice, in writing, of the election to exercise said: option, delivered to the undersigned person at the address stated below. The exercise of said option will ripen these presents into a contract to sell and buy without the necessity of any further instrument in writing. 6. The undersigned covenants that, upon the exercise of this option by City of Milton, and upon the payment of the agreed upon purchase price as herein provided, the undersigned will convey, and cause to be conveyed unto the City of Milton unencumbered, marketable title to said property, in fee simple, and that the undersigned will warrant title to said property, by general covenants of warranty, against any claims and demands of all persons whomsoever. 7. Special provisions, if any, are listed on Exhibit "B", which is attached hereto and incorporated herein by reference. Witness my hand and seal this day of &OQAn , 201 Signed, Sealed and Delivered In the Presence of: Witness Notary P Itlic Property Owner's Telephone/Contact Number; k%%1WHIT�y�i�+ G + I�''' T : • PCCP•+ r m ,!Sit� °k per: co U t4T� ►/3— -A (L. S.) City of Milton w 13000 Deerfield Parkway Suite 1470 Milton, Georgia 30004 Purchase Agreement Project: NIA Parcel #: 1 PIN: N/A For and in consideration of the sum of One Dollar ($1.00), receipt whereof toeing acknowledged, the undersigned grants to City of Milton an irrevocable option to acquire portions of the Fallowing described real estate: Right of Way and/or Easement rights through that tract or parcel of land located in Land Lot 977 District 022, of MILTON, Georgia, and being more particularly described in Exhibit "A" attached hereto and made a part hereof by reference. For the sum of $ 13.246.40, otherwise a DONATION the undersigned agrees to execute and deliver to the City of Milton, fee simple title and easements to the lands Owned by the undersigned as reflected on the attached Exhibit "A". ■■rrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrarrrrrrrrrrrrrrrrrrrrrrrrrr��rrr�rrrr The following conditions are imposed upon the grant of this option: 1. This option shall be irrevocable for a period of 90 days from this date. 2. The consideration recited is full payment for the rights conveyed: 6,502.06_ Square Feet of Right of Way 8.239.50 Square Feet of Permanent Construction, Drainage, Slope and/or Maintenance Easement 4,214.60 Square Feet of Temporary Construction Easement and/or Driveway Easement 3. All Temporary Easements will terminate upon completion and acceptance of the same by City of Milton. 4. The undersigned shall obtain all quitclaim deeds or releases from any tenant now in possession and any other parties having a claim or interest in the property described above. 5. Said option may be exercised by City of Milton at any time during the period above stated, but only following notification and receipt of waiver from any and all lien holders of record unless specifically waived by City of Milton and by notice, in writing, of the election to exercise said option, delivered to the undersigned person at the address stated below. The exercise of said option will ripen these presents into a contract to sell and buy without the necessity of any further instrument in writing. 6. The undersigned covenants that, upon the exercise of this option by City of Milton, and upon the payment of the agreed upon purchase price as herein provided, the undersigned will convey, and cause to be conveyed unto the City of Milton unencumbered, marketable title to said property, in fee simple, and that the undersigned will warrant title to said property, by general covenants of warranty, against any claims and demands of all persons whomsoever. 7. Special provisions, if any, are listed o�n Exhibit 'U', which is attacher! hereto and incorporated herein by reference. Witness my hand and seal this L46. - day of AF _.. 201 Signed, Sealed and Delivered In the Presence of: tL.S.y City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 To: Honorable Mayor and City Council Members From: Carter Lucas, PE – Public Works Director Date: August 24, 2012 Council Meeting Date: September 5, 2012 Agenda Item: Approval of the Acquisition of 665 sf of Right of Way, 3,393 sf of Permanent Easement and 625 sf of Temporary Construction Easement at 13307 Cogburn Road from Daniel J. Doherty and Sara Doherty for a Total Combined Purchase Price of $14,200. Discussion: To provide for the improvements to the Cogburn Road bridge the acquisition of 665 sf of right of way, 3,393 sf of permanent easement, and 625 sf of temporary construction easement is required. The combined purchase price is $14,200. Staff is recommending approval of the acquisition of right of way and easements in the amount of $14,200. Legal Review: John Bell – John W. Bell, P.C. – May 9, 2012 Financial: Funding for this acquisition is available in the Bridge Replacement Program capital account. Attachments: Purchase Agreement City of Milton 13000 Deerfield Parkway Suite 107G Milton, Georgia 30004 Purchase Agreement Project: NIA Parcel #: 22 PIN: NIA For and in consideration of the sum of One Dollar ($1.00))- recelpt'whereof being acknowledged, the undersigned grants to City of Milton an irrevocable option to acquire portions of the following described real`estate: Right of Way and/or Easement rights through that tract or parcel of land located in Land Lot 877, District 022, of MILTON, Georgia, and being more particularly described in Exhibit "A" attached hereto and made a part hereof by reference. Jy 200. 0 For the sum of �, atherwise a DONATION the undersigned agrees to execute and deliver to the City of Milton, fee simple title and easements to the lands owned by the undersigned as reflected on the attached Exhibit "A". ■wraawwwaaawwwaaaaaaaaaaaaaaaaaaawwraawawrawaaaraaraasaawaaaasaaawarrawraaawwaraa The following conditions are imposed upon the grant of this option: 1. This option shall be irrevocable for a period of 90 days from this date. 2. The consideration recited is full payment for the rights conveyed: 685.25 _ _Square Feet of Right of Way 3,393.48 Square Feet of Permanent Construction, Drainage, Slope and/or Maintenance Easement 525.25 Square Feet of Temporary Construction Easement and/or Driveway Easement 3. All Temporary Easements will terminate upon completion and acceptance of the same by City of Milton. 4. The undersigned shall obtain all quitclaim deeds or releases from any tenant now in possession and any other parties having a claim or interest in the property described above. 5. Said option may be exercised by City of Milton at any time during the period above stated, but only fallowing notification and receipt of waiver from any and all lien holders of record unless specifically waived by City of Milton and by notice, in writing, of the election to exercise said option, delivered to the undersigned person at the address stated below. The exercise of said option will ripen these presents into a contract to sell and buy without the necessity of any further instrument in writing. 6. The undersigned covenants that, upon the exercise of this option by City of Milton, and upon the payment of the agreed upon purchase price as herein provided, the undersigned will convey, and cause to be conveyed unto the City o€ Milton unencumbered, marketable title to said property, in fee simple, and that the undersigned will warrant title to said property, by general covenants of warranty, against any claims and demands of all persons whomsoever. 7. Special provisions, If any, are listed on Exhibit "D", which is attached hereto and Incorporated herein by reference_ Witness my hand and seal this fifi0! day of , J A A1/it A PFJ d V I Signed, Sealed and Delivered In the Presence of: Pr erty owner' Ad ss: 30 Z Teiephone/Contact Number:' MY COA&SSION WIRES OCir. s$, 2018 City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 To: Honorable Mayor and City Council Members From: Carter Lucas, PE – Public Works Director Date: August 24, 2012 Council Meeting Date: September 5, 2012 Agenda Item: Approval of the Acquisition of 2,542 sf of Right of Way, 400 sf of Permanent Easement and 7,605 sf of Temporary Construction Easement at 2790 Bethany Bend from Hugh William Booker for a Total Combined Purchase Price of $15,000. Discussion: To provide for intersection improvements the acquisition of 2,542 sf of right of way, and 400 sf of permanent easement, and 7,605 sf of temporary construction easement is required. The combined purchase price is $15,000. Staff is recommending approval of the acquisition of right of way and easements in the amount of $15,000. Legal Review: N/A Financial: Funding for this acquisition is available in the Bethany Bend/Cogburn Road Intersection Improvement capital account. Attachments: Purchase Agreement City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 Purchase Agreement Project: Bethany Bend at Cogburn Road Intersection Improvements Parcel #: 3 PIN: 22 50800833014 For and in consideration of the sum of One Dollar ($1.00), receipt whereof being acknowledged, the undersigned grants to City of Milton an irrevocable option to acquire portions of the following described real estate: Right of Way and/or Easement rights through that tract or parcel of land located in Land Lot 833 of the 2nd District and 2nd Section of Fulton County, Georgia, and being more particularly described in Exhibit “A” attached hereto and made a part hereof by reference. For the sum of $ 15,000, the undersigned agrees to execute and deliver to the City of Milton, fee simple title and easements to the lands owned by the undersigned as reflected on the attached Exhibit “A”. The following conditions are imposed upon the grant of this option: 1. This option shall be irrevocable for a period of 90 days from this date. 2. The consideration recited is full payment for the rights conveyed: __2,542_ Square Feet of Right of Way __400_______ Square Feet of Permanent Construction, Drainage, Slope and/or Maintenance Easement __7,605_____ Square Feet of Temporary Construction Easement and/or Driveway Easement 3. All Temporary Easements will terminate upon completion and acceptance of the same by City of Milton. 4. The undersigned shall obtain all quitclaim deeds or releases from any tenant now in possession and any other parties having a claim or interest in the property described above. 5. Said option may be exercised by City of Milton at any time during the period above stated, but only following notification and receipt of waiver from any and all lien holders of record unless specifically waived by City of Milton and by notice, in writing, of the election to exercise said option, delivered to the undersigned person at the address stated below. The exercise of said option will ripen these presents into a contract to sell and buy without the necessity of any further instrument in writing. 6. The undersigned covenants that, upon the exercise of this option by City of Milton, and upon the payment of the agreed upon purchase price as herein provided, the undersigned will convey, and cause to be conveyed unto the City of Milton unencumbered, marketable title to said property, in fee simple, and that the undersigned will warrant title to said property, by general covenants of warranty, against any claims and demands of all persons whomsoever. 7. Special provisions, if any, are listed on Exhibit “B”, which is attached hereto and incorporated herein by reference. Witness my hand and seal this ______ day of ______________________, 2011 Signed, Sealed and Delivered In the Presence of: _____________________________________________ Witness ______________________________________ (L.S.) ______________________________________________ Notary Public Property Owner’s Address: ____________________________________________________________ ____________________________________________________________ Telephone/Contact Number: _____________________________________ City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 To: Honorable Mayor and City Council Members From: Carter Lucas, PE – Public Works Director Date: August 24, 2012 Council Meeting Date: September 5, 2012 Agenda Item: Approval of the Acquisition of 5,092 sf of Right of Way, 900 sf of Permanent Easement and 17,242 sf of Temporary Construction Easement at 2765 Bethany Bend from the King’s Ridge Christian School for a Total Combined Purchase Price of $15,800. Discussion: To provide for the improvements to the Bethany Bend/Cogburn Road intersection the acquisition of 5,092 sf of right of way, 900 sf of permanent easement, and 17,242 sf of temporary construction easement is required. The combined purchase price is $15,800. Staff is recommending approval of the acquisition of right of way and easements in the amount of $15,800. Legal Review: N/A Financial: Funding for this acquisition is available in the Bethany Bend/Cogburn Road Intersection Improvement capital account. Attachments: Purchase Agreement City of Milton 13000 Deerfield Parkway Suite 107C Milton, Georgia 30004 Purchase Agreement Project: Bethany Bend at Cogburn Road Intersection Improvements Parcel #: 1 PIN: 22 50800833024 For and in consideration of the sum of One Dollar ($1.00), receipt whereof being acknowledged, the undersigned grants to City of Milton an irrevocable option to acquire portions of the following described real estate: Right of Way and/or Easement rights through that tract or parcel of land located in Land Lot 833 of the 2nd District and 2nd Section of Fulton County, Georgia, and being more particularly described in Exhibit “A” attached hereto and made a part hereof by reference. For the sum of $ 15,800, the undersigned agrees to execute and deliver to the City of Milton, fee simple title and easements to the lands owned by the undersigned as reflected on the attached Exhibit “A”. The following conditions are imposed upon the grant of this option: 1. This option shall be irrevocable for a period of 90 days from this date. 2. The consideration recited is full payment for the rights conveyed: __5,092_ Square Feet of Right of Way __900_______ Square Feet of Permanent Construction, Drainage, Slope and/or Maintenance Easement __17,272____ Square Feet of Temporary Construction Easement and/or Driveway Easement 3. All Temporary Easements will terminate upon completion and acceptance of the same by City of Milton. 4. The undersigned shall obtain all quitclaim deeds or releases from any tenant now in possession and any other parties having a claim or interest in the property described above. 5. Said option may be exercised by City of Milton at any time during the period above stated, but only following notification and receipt of waiver from any and all lien holders of record unless specifically waived by City of Milton and by notice, in writing, of the election to exercise said option, delivered to the undersigned person at the address stated below. The exercise of said option will ripen these presents into a contract to sell and buy without the necessity of any further instrument in writing. 6. The undersigned covenants that, upon the exercise of this option by City of Milton, and upon the payment of the agreed upon purchase price as herein provided, the undersigned will convey, and cause to be conveyed unto the City of Milton unencumbered, marketable title to said property, in fee simple, and that the undersigned will warrant title to said property, by general covenants of warranty, against any claims and demands of all persons whomsoever. 7. Special provisions, if any, are listed on Exhibit “B”, which is attached hereto and incorporated herein by reference. Witness my hand and seal this ______ day of ______________________, 2011 Signed, Sealed and Delivered In the Presence of: _____________________________________________ Witness ______________________________________ (L.S.) ______________________________________________ Notary Public Property Owner’s Address: ____________________________________________________________ ____________________________________________________________ Telephone/Contact Number: _____________________________________ Recognizing September as Pulmonary Fibrosis Awareness Month WHEREAS, pulmonary fibrosis is a lung disorder characterized by a progressive scarring – known as fibrosis – and deterioration of the lungs, which slowly robs its victims of their ability to breathe, and; WHEREAS, pulmonary fibrosis affects at least 128,000 Americans, with an estimated 48,000 new cases diagnosed each year, and has no FDA-approved treatment and no cure, and; WHEREAS, pulmonary fibrosis is difficult to diagnose, and an estimated two-thirds of patients die within five years of diagnosis, meaning as many people lose their lives each year to it as to breast cancer – 40,000, and; WHEREAS, in the month of September the Coalition for Pulmonary Fibrosis, a 501(c)(3) nonprofit organization founded in 2001 to accelerate research efforts leading to a cure for pulmonary fibrosis while educating, supporting, and advocating for the community of patients, families, and medical professionals fighting this disease , seeks to achieve greater national awareness and fundraising in the race to find treatment and a cure for pulmonary fibrosis; NOW, THEREFORE, we, the Mayor and City Council of the City of Milton, hereby dedicate the month of September , 2012 as PULMONARY FIBROSIS AWARENESS MONTH in the City of Milton, Georgia. Given under our hand and seal of the City of Milton, Georgia on this 5th day of September, 2012. _______________________ Joe Lockwood Mayor (SEAL) Page 1 of 2 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 2012 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 September 17, 2012 at 6:00 p.m. as follows: WHEREAS, the City Manager of the City of Milton has presented amendments to the fiscal year 2012 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 2012 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 2012 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. Page 2 of 2 ADOPTED AND APPROVED this 17th day of September, 2012. CITY OF MILTON, GEORGIA By: ________________________ Mayor Joe Lockwood _________________________ ________________________ Councilmember Karen Thurman Councilmember Burt Hewitt _________________________ ________________________ Councilmember Matt Kunz Councilmember Joe Longoria _________________________ ________________________ Councilmember Bill Lusk Councilmember Lance Large Attest: _______________________________ Sudie AM Gordon, City Clerk (SEAL) City of Milton, Georgia Fiscal Year 2012 Summary of Departmental Budget Amendments Exhibit A The goal of the fiscal year 2012 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 SUMMARY: Revenue Appropriation Increase - Expenditure Appropriation Increase 271,050 Net Revenue/(Expenditure) Requests:(271,050) Budgeted Fund Balance: As we move forward with the construction of the public safety facility, there are expenditures we are currently incurring that are reimbursable with the bond proceeds. The funds needed to cover the expenses until the bond comes through will be borrowed from the reserves (or fund balance) in the General Fund. The total amount that will be borrowed is $271,050 and should be replaced within the first quarter of fiscal year 2013. Revenue Amendments: At this time, there are no recommended amendments to the revenues in the General Fund. Expenditure Amendments: For this final budget amendment in fiscal year 2012, we are requesting an amendment for Operating Transfers Out to the Capital Projects Fund that will be offset with the fund balance of the General Fund, as mentioned above. Account Name  Amended  Budget FY 2012   Actuals as of  8/20/12   Remaining Budget Balance   Requested  Amendments   Final Amended  Budget FY 2012  Operating  Transfers Out TO CAPITAL PROJECTS  FUND 4,587,389        4,078,909        508,480           271,050           4,858,439         TO CAPITAL GRANT FUND 727,128           648,284           78,844             ‐                   727,128            TO OPERATING GRANT FUND 103,664           63,357             40,307             ‐                   103,664            Total: Operating Transfers Out 5,418,181        4,790,549        627,632           271,050           5,689,231         Total: Other Financing  Uses 5,418,181        4,790,549        627,632           271,050           5,689,231         BUDGET AMENDMENT NOTES Account Name INCREASE 1. Operating Transfer  Out to Capital  Projects  Fund 271,050          Total Increase 271,050$        271,050$         TOTAL  OTHER FINANCING USES BUDGET  AMENDMENTS  Other Financing Uses Amendment Reason Offsets  shortfall in Infrastructure  Maintenance fees  and covers the cost of  architectural services for the public safety  building (will  be reimbursed by bond  proceeds) Fiscal Year 2012 Budget Amendment 1 SPECIAL EVENTS FUND This fund accounts for expending the hotel/motel excise tax and the outflow and inflow of funds association with the numerous special events the City sponsors. Account Name  Approved Budget   Actuals as of   8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  MILTON ROUNDUP VENDOR FEE 4,000               1,034               2,966               (2,800)              1,200                EARTH  DAY VENDOR FEE 240                  1,270               (1,030)              1,030               1,270                INTEREST REVENUE 100                  56                    44                    100                   MILTON  ROUNDUP SPONSOR 12,000             3,000               9,000               (6,000)              6,000                EARTH DAY SPONSOR ‐                   1,750               (1,750)              1,750               1,750                CONCERT  SPONSOR 1,500               ‐                   1,500               (1,500)              ‐                    DONATIONS/BETTER WORLD BOOKS ‐                   81                    (81)                   81                    81                     OTHER MISC REVENUE / T‐SHIRT SALES 250                  169                  81                    (81)                   169                   OTHER MISC REVENUE / MAYOR'S  RUN 5,240               2,229               3,011               (3,011)              2,229                HOTEL/MOTEL TAX FUND 30,000             30,000             ‐                   12,000             42,000              Total Revenues 53,330             39,589             13,741             1,469               54,799              Account Name  Approved Budget   Actuals as of  8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  OTHER/UNALLOCATED 6,150               ‐                   6,150               ‐                   6,150                SALARIES & WAGES/REGULAR EMPLOYEES 25,000             14,264             10,736             ‐                   25,000              SALARIES & WAGES/OVERTIME ‐                   14                    (14)                   ‐                   ‐                    EMPLOYEE BENEFITS / 401A (SS MATCH)938                  535                  403                  ‐                   938                   EMPLOYEE BENEFITS / FICA MEDICARE 363                  326                  37                    ‐                   363                   UNEMPLOYMENT INSURANCE 230                  ‐                   230                  ‐                   230                   PROFESSIONAL FEES 24,138             22,344             1,794               ‐                   24,138              RENTAL EQUIPMENT & VEHICLES 6,543               8,204               (1,661)              ‐                   6,543                ADVERTISING 13,082             12,140             942                  ‐                   13,082              PRINTING 788                  992                  (204)                 ‐                   788                   GENERAL SUPPLIES 7,133               7,721               (588)                 ‐                   7,133                FOOD/MEALS 1,115               951                  164                  ‐                   1,115                OTHER EQUIPMENT 800                  800                  ‐                   ‐                   800                   Special Events Fund Total 86,280             68,294             17,986             ‐                   86,280              TOTAL REVENUES OVER/(UNDER) EXPENDITURES (32,950)          (28,705)          (31,481)            BEGINNING FUND BALANCE 62,563             62,563             62,563              ENDING FUND BALANCE 29,613             33,859             31,082              BUDGET AMENDMENT NOTES Account Name REVENUES Revenues 1,469               Total Revenues 1,469$             1,469$              TOTAL  SPECIAL EVENTS FUND BUDGET  AMENDMENTS  Special Events Fund Revenues Expenditure Summary Amendment  Reason Bring revenues in line with actuals Fiscal Year 2012 Budget Amendment 2 CONFISCATED ASSETS FUND This fund was created to account for the expenditures and revenues of seized drug funds. Account Name  Approved Budget   Actuals as of   8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  CASH  CONFISCATIONS/US  MARSHALS ‐                   16,819             (16,819)            16,819             16,819              INTEREST REVENUE/STATE FUNDS ‐                   48                    (48)                   50                    50                     INTEREST REVENUE/FEDERAL FUNDS ‐                   18                    (18)                   19                    19                     Total Revenues                       ‐                  16,885              (16,885)              16,888                16,888  Account Name  Approved Budget   Actuals as of   8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  EDUCATION & TRAINING STATE FUNDS ‐                   2,431               (2,431)              3,000               3,000                FEDERAL FUNDS ‐                   520                  (520)                 600                  600                   Total: Education & Training ‐                   2,951               (2,951)              3,600               3,600                MAINTENANCE CONTRACTS STATE FUNDS ‐                   1,746               (1,746)              2,000               2,000                Total: Maintenance Contracts ‐                   1,746               (1,746)              2,000               2,000                GENERAL SUPPLIES STATE FUNDS ‐                   2,592               (2,592)              3,000               3,000                Total: General Supplies ‐                   2,592               (2,592)              3,000               3,000                OTHER EQUIPMENT STATE FUNDS ‐                   700                  (700)                 1,000               1,000                FEDERAL FUNDS ‐                   2,128               (2,128)              2,500               2,500                Total: Other Equipment ‐                   2,828               (2,828)              3,500               3,500                Total Expenditures                       ‐                  10,117              (10,117)              12,100                12,100  TOTAL REVENUES OVER/(UNDER) EXPENDITURES ‐                 6,768             4,788               BEGINNING FUND BALANCE 89,270             89,270             89,270              ENDING FUND BALANCE 89,270             96,037             94,058              BUDGET AMENDMENT NOTES Account  Name REVENUES 1. Cash Confiscations/US Marshals 16,819             2. Interest Revenue/State Funds 50                     3. Interest Revenue/Federal  Funds 19                     Total Revenues 16,888$          EXPENDITURES 1. Education & Training/State Funds 3,000               2. Education & Training/Federal  Funds 600                  3. Maintenance Contracts/State Funds 2,000               4. General  Supplies/State Funds 3,000               5. Other Equipment/State Funds 1,000               6. Other Equipment/Federal  Funds 2,500               7. Budgeted Fund Balance 4,788               Total Expenditures 16,888$          16,888$           TOTAL  CONFISCATED ASSETS FUND BUDGET  AMENDMENTS  Amendment Reason Confiscated Assets Fund Expenditures Revenues Fiscal Year 2012 Budget Amendment 3 OPERATING GRANT FUND The Operating Grant Fund is used to account for certain budgeted items that receive funding from individual grants and that aren’t classified as “capital”. These funds are appropriated on an annual basis. Account Name  Approved Budget   Actuals as of   8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  FED GOV GRANT/SAFER 30,096             27,153             2,943               30,096              FED GOV GRANT/BULLETPROOF VEST 760                  761                  (1)                     760                   FED GOV GRANT/BYRNE‐JAG 14,618             14,618             ‐                   14,618              FED GOV GRANT/GCDD MINI  GRANTS 16,031             8,431               7,600               16,031              STATE GOV GRANT/GEMA ‐                   ‐                   ‐                   19,005             19,005              FULTON COUNTY  GRANT/FRESH GRANT 3,770               3,770               (0)                     1,800               5,570                INTEREST REVENUE ‐                   10                    (10)                   ‐                    OPERATING TRANSFER IN FROM GENERAL FUND 103,664           63,357             40,307             103,664            Total Revenue             168,939              118,101                50,838                20,805              189,744  Account Name  Approved Budget   Actuals as of   8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  General Administration SALARIES & WAGES REGULAR EMPLOYEES 15,941             12,202             3,739               15,941              EMPLOYEE BENEFITS / 401A (SS MATCH)540                  458                  82                    540                   EMPLOYEE BENEFITS / FICA MEDICARE 209                  177                  32                    209                   UNEMPLOYMENT INSURANCE 230                  28                    202                  230                   PROFESSIONAL FEES 285                  285                  ‐                   285                   PRINTING 28                    27                    1                      28                     GENERAL SUPPLIES 1,372               1,103               269                  1,372                SUPPLIES/FOOD/MEALS 776                  864                  (88)                   776                   Total General Administration 19,381             15,145             4,236               ‐                  19,381              Police SUPPLIES/UNIFORMS 760                  761                  (1)                     760                   OTHER EQUIPMENT/AFIS 14,618             14,618             ‐                   14,618              OTHER EQUIPMENT/RAPID ID ‐                   19,005             (19,005)            19,005             19,005              Total Police 15,378             34,384             (19,006)           19,005             34,383              Fire SALARIES & WAGES/REGULAR EMPLOYEES 117,330           81,797             35,533             117,330            SALARIES & WAGES/HOLIDAY PAY 5,600               2,940               2,660               5,600                EMPLOYEE BENEFITS/401A (SS MATCH)4,610               3,227               1,383               4,610                EMPLOYEE BENEFITS/FICA MEDICARE ‐                   1,248               (1,248)              ‐                    PENSION (GMEBS)6,220               2,637               3,583               6,220                Total Fire 133,760           91,849             41,911             ‐                  133,760            Parks & Recreation PROFESSIONAL SERVICES 1,356               1,356               ‐                   1,150               2,506                RENTAL VEHICLE 1,973               1,973               0                      650                  2,623                GENERAL SUPPLIES 441                  432                  9                      441                   Total Public Works 3,770               3,760               10                    1,800               5,570                Total Expenditures             172,289              145,138                27,151                20,805              193,094  TOTAL REVENUES OVER/(UNDER) EXPENDITURES (3,350)            (27,036)          (3,350)               BEGINNING FUND BALANCE 10,670             10,670             10,670              ENDING FUND BALANCE 7,320               (16,366)            7,320                Operating Grant  Fund Revenues Expenditures Fiscal Year 2012 Budget Amendment 4 BUDGET AMENDMENT NOTES Account Name REVENUES 1. State Gov't Grant/GEMA 19,005             2. Fulton County Grant/FRESH Grant 1,800               Total Revenues 20,805$          EXPENDITURES 1. Police ‐ Other Equipment/Rapid ID 19,005             2. Parks & Rec ‐ Professional  Services 1,150               3. Parks & Rec  ‐ Rental  Vehicle 650                  Total Expenditures 20,805$          20,805$          Operating Grant Fund  TOTAL  OPERATING GRANT FUND BUDGET  AMENDMENTS  To account for FRESH Grant expenditures This  expenditure is offset with  grant funding  from GEMA To account for FRESH Grant expenditures Amendment Reason To account for grant received for purchase of  Rapid ID equipment To account for additional FRESH Grant  Revenues Fiscal Year 2012 Budget Amendment 5 HOTEL/MOTEL TAX FUND This fund is used to track the revenues and expenditures related to the hotel/motel excise tax. The City currently collects a 3% excise tax and transfers the funds to the Special Events Fund and the General Fund to be used to generate tourism for the area. Account Name  Approved Budget   Actuals as of   8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  HOTEL/MOTEL EXCISE TAX 40,000             39,931             69                    12,000             52,000              Total Revenue               40,000                39,931                       69                12,000                52,000  Account Name  Approved Budget   Actuals as of   8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  OPERATING TRANSFER OUT TO GENERAL FUND 10,000             9,931               69                    ‐                   10,000              OPERATING TRANSFER OUT TO SPECIAL EVENTS FUND 30,000             30,000             ‐                   12,000             42,000              Total Expenditures               40,000                39,931                       69                12,000                52,000  TOTAL REVENUES OVER/(UNDER) EXPENDITURES ‐                 ‐                 ‐                   BEGINNING FUND BALANCE ‐                   ‐                   ‐                    ENDING FUND BALANCE ‐                   ‐                   ‐                    BUDGET AMENDMENT NOTES Account Name REVENUES 1. Hotel/Motel  Excise Tax 12,000             Total Revenues 12,000$          EXPENDITURES 1. Operating Transfer  Out to Special  Events  Fund 12,000             Total Expenditures 12,000$          12,000$           TOTAL  HOTEL/MOTEL  TAX FUND BUDGET  AMENDMENTS  Offset for higher‐than‐anticipated revenues Amendment  Reason Revenues  trended higher than  anticipated Hotel/Motel Tax Fund Revenues Expenditures Fiscal Year 2012 Budget Amendment 6 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. Account Name  Approved Budget   Actuals as of  8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  INFRASTRUCTURE MAINTENANCE FEES 65,000             43,896             21,104             (5,000)              60,000              CRABAPPLE PAVING  FUND 8,400               9,450               (1,050)              1,050               9,450                TREE RECOMPENSE 3,500               3,500               ‐                   3,500                LANDFILL USE FEES 80,000             62,154             17,846             1,300               81,300              HYA FEES 16,500             7,363               9,138               (9,138)              7,362                INTEREST REVENUE 2,000               6,465               (4,465)              5,700               7,700                REALIZED GAIN OR LOSS  ON INVESTMENTS 2,000               ‐                   2,000               (2,000)              ‐                    OTHER MISC REV/ATLANTA HIDTA STIPEND 3,000               1,500               1,500               3,000                OPERATING TRANSFER IN FROM GENERAL FUND 4,587,389        4,078,909        508,480           271,050           4,858,439         Total Revenue          4,767,789           4,213,237              554,553              262,962           5,030,751  Account Name  Approved Budget   Actuals as of  8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  Mayor & Council CONTRACTED/PUBLIC SAFETY COMMUNICATIONS 50,000             1,830               48,170             (50,000)            ‐                    BUILDINGS/FUTURE CITY  FACILITIES 187,706           95,483             92,223             271,050           458,756            Mayor & Council Total 237,706           97,313             140,393           221,050           458,756            Information Technology COMPUTER  REFRESH 49,317             37,913             11,404             49,317              Information Technology  Total 49,317             37,913             11,404             ‐                  49,317              Police CONTRACTED/PUBLIC SAFETY COMMUNICATIONS ‐                   1,830               (1,830)              50,000             50,000              VEHICLES / REPLACEMENT RESERVE 346,057           276,468           69,589             346,057            Police Total 346,057           276,468           69,589             ‐                  346,057            Fire FIRE STATION IMPROVEMENTS 35,007             24,094             10,913             35,007              VEHICLE REPLACEMENT RESERVE 461,214           35,586             425,628           461,214            ADVANCED LIFE SUPPORT EQUIP 2,032               2,032               0                      2,032                AED  UNITS 51,993             32,914             19,079             51,993              Fire Total 550,246           94,626             455,620           ‐                  550,246            Public Works CONSTRUCTION INSPECTORS 59,892             ‐                   59,892             59,892              GRAVEL ROADS MAINTENANCE 355,223           80,315             274,908           355,223            STORMWATER MAINTENANCE 355,555           97,005             258,550           355,555            NPDES PERMIT COMPLIANCE 533,099           65,779             467,320           533,099            PAVEMENT MANAGEMENT 2,225,184        132,712           2,092,472        2,225,184         PAVEMENT MGMT/CRABAPPLE PAVING  FUND 14,700             ‐                   14,700             1,050               15,750              SITE IMPROVEMENTS/PW YARD RELOCATION 35,165             9,988               25,178             35,165              INFRASTRUCTURE / TRAFFIC CALMING 50,000             925                  49,075             50,000              BRIDGE REPAIRS LANDRUM RD ‐                   ‐                   ‐                   ‐                    INFRASTRUCTURE / RESTRIPING 127,818           61,722             66,096             127,818            INFRASTRUCTURE / EDGE OF PAVEMENT 100,000           ‐                   100,000           100,000            Expenditures Capital Projects Fund Revenues Fiscal Year 2012 Budget Amendment 7 Account Name  Approved Budget   Actuals as of   8/20/12   Remaining Budget Balance   Requested  Amendments   Amended  Budget  INFRASTRUCTURE / BRIDGE REPLACEMENT 915,058           354,133           560,925           915,058            INFRASTRUCTURE / SIDEWALKS 42,225             14,353             27,872             42,225              BETHANY@COGBURN RD INTERSECTION IMPROVMTS 578,619           135,243           443,376           578,619            HOPEWELL/FRANCIS/COGBURN INTERSECTION 910,779           17,245             893,534           910,779            HOPEWELL @ BIRMINGHAM INTERSECTION IMPROVMTS 77,500             3,990               73,510             77,500              VEHICLES / NEW VEHICLES 30,678             ‐                   30,678             30,678              Public Works Total 6,411,495        973,410           5,438,085        1,050               6,412,545         Parks & Recreation PROF  FEEES/PARKS & REC 15 YEAR COMP PLAN 25,000             ‐                   25,000             25,000              PROF FEES/SIGN PROGRAM 15,000             ‐                   15,000             15,000              PROF FEES/B'HAM PARK MASTER  PLAN 25,000             24,963             37                    25,000              FACILITY R&M/BETHWELL HOUSE RENOVATIONS 4,200               4,200               ‐                   4,200                RENTAL LAND  & BUILDINGS/FCBOE LEASE 210,000           142,147           67,853             210,000            SITES / PARK LAND  ACQUISTION 1,417,069        385,173           1,031,896        1,417,069         SITE IMPROVEMENT/CRABAPPLE CROSSING PARTNERSHIP 139,766           103,301           36,465             139,766            TRAILS/TRAIL PLAN IMPLEMENTATION 905,000           ‐                   905,000           905,000            TRAILS/TRAIL PLAN UPDATE 15,000             15,000             ‐                   15,000              INFRASTRUCTURE / BELL PARK 50,695             10,769             39,926             (9,138)              41,557              Parks & Recreation Total 2,806,730        685,554           2,121,176        (9,138)             2,797,592         Community  Development PROF FEES/TDR FEASIBILITY STUDY 75,000             24,751             50,249             75,000              ARCHITECTURAL CODE 50,000             32,113             17,887             50,000              FORM BASED CODE/TDR ORDINANCE 35,000             ‐                   35,000             35,000              SITE IMPROVEMENT/TREE RECOMPENSE 15,505             ‐                   15,505             15,505              Community  Development Total 175,505           56,864             118,641           ‐                  175,505            Total Expenditures 10,577,056      2,223,978        8,353,078        262,962           10,840,018       TOTAL REVENUES OVER/(UNDER) EXPENDITURES (5,809,267)       1,989,258        (5,809,267)        BEGINNING FUND BALANCE 5,809,267        5,809,267        5,809,267         ENDING FUND BALANCE 0                      7,798,525        0                       FY 2012 Expenditures Capital Projects Fund Fiscal Year 2012 Budget Amendment 8 BUDGET AMENDMENT NOTES Account  Name REVENUES 1. Infrastructure Maintenance Fees (5,000)              2. Crabapple Paving Fund 1,050               3. Landfill Use Fees 1,300               3. HYA Fees (9,138)              4. Interest Revenue 5,700               5. Realized Gain on Investments (2,000)              6. Operating Transfer in from General  Fund 271,050          Total Revenues 262,962$        EXPENDITURES 1. Mayor & Council  ‐ Contracted/Public Safety Comm.(50,000)           2. Mayor & Council  ‐ Buildings/Future City Facilities 271,050          3. Police ‐ Contracted/Public Safety Communications 50,000             4. Public Works ‐ Pavement Management/Crabapple Paving 1,050               5. Parks & Rec  ‐ Infrastructure/Bell Park (9,138)              Total Expenditures 262,962$        262,962$        Increased to reflect actual revenue collected Decreased to  reflect actual revenue collected Increased to  account for architectural  services costs. Reimbursement from bond  proceeds  will  occur in FY 13. Amendment Reason Revenues  are trending lower than  anticipated Revenues  are trending slightly higher than  anticipated Capital Projects Fund  TOTAL  CAPITAL PROJECTS FUND BUDGET  AMENDMENTS  Revenues  are trending higher than   anticipated Decreased because all interest earned  on  investments are booked in the General  Fund Increased to cover the shortfall from  Infrastructure Maintenance Fees  and to fund  the architectural services for the public  safety building that are to be reimbursed by  bond proceeds  in FY 13 Budget moved from Mayor & Council  Dept. Increased expenditure to  offset revenues  received Move budget to Police Department Decreased to  reflect the offsetting revenue  received Fiscal Year 2012 Budget Amendment 9 Page 1 of 2 STATE OF GEORGIA FULTON COUNTY ORDINANCE NO. AN ORDINANCE OF THE MAYOR AND COUNCIL OF THE CITY OF MILTON, GEORGIA, TO ADOPT THE FISCAL 2013 BUDGET FOR EACH FUND OF THE CITY OF MILTON, GEORGIA APPROPRIATING THE AMOUNTS SHOWN IN EACH BUDGET AS EXPENDITURES, ADOPTING THE SEVERAL ITEMS OF REVENUE ANTICIPATIONS, PROHIBITING EXPENDITURES TO EXCEED APPROPRIATIONS, AND PROHIBITING EXPENDITURES TO EXCEED ACTUAL FUNDING AVAILABLE. WHEREAS, the City Manager of the City of Milton has presented a proposed fiscal year 2013 Budget to the City Council on each of the various funds of the City; and WHEREAS, each of these budgets is a balanced budget, so that anticipated revenues equal proposed expenditures for each fund; and WHEREAS, the fiscal year 2013 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, “Exhibit A” attached hereto and by this reference made a part hereof this ordinance shall be the City of Milton’s fiscal year 2013 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. Page 2 of 2 ADOPTED AND APPROVED this 17th day of September, 2012. CITY OF MILTON, GEORGIA By: ________________________ Joe Lockwood, Mayor __________________________ ________________________ Council Member Karen Thurman Council Member Burt Hewitt _________________________ ________________________ Council Member Matt Kunz Council Member Joe Longoria _________________________ ________________________ Council Member Bill Lusk Council Member Lance Large Attest: _______________________________ Sudie AM Gordon, City Clerk First Reading: September 5, 2012 Second Reading: September 17, 2012 (SEAL) FY13budget Annual Operating & Capital Budget Fiscal Year 2013 (October 1, 2012 through September 30, 2013) City of Milton, Georgia 13000 Deerfield Pkwy Suite 107G Milton, GA 30004 Phone: 678.242.2500 Fax: 678.242.2499 www.cityofmiltonga.us TABLE OF CONTENTS TRANSMITTAL LETTER ................................................................................................................. 1 LISTING OF POSITIONS ................................................................................................................ 9 GENERAL FUND........................................................................................................................... 11 BUDGET SUMMARY ....................................................................................................................... 12 REVENUES ................................................................................................................................... 13 EXPENDITURES ............................................................................................................................ 16 MAYOR AND CITY COUNCIL ................................................................................................. 17 CITY MANAGER ................................................................................................................... 18 CITY CLERK ........................................................................................................................ 19 GENERAL ADMINISTRATION ................................................................................................. 20 FINANCE ............................................................................................................................. 21 LEGAL ................................................................................................................................ 23 INFORMATION TECHNOLOGY ................................................................................................ 24 HUMAN RESOURCES ........................................................................................................... 26 RISK MANAGEMENT ............................................................................................................ 27 GENERAL GOVERNMENT BUILDINGS .................................................................................... 28 PUBLIC INFORMATION AND MARKETING ................................................................................ 29 MUNICIPAL COURT .............................................................................................................. 30 POLICE ............................................................................................................................... 31 FIRE ................................................................................................................................... 34 EMS OPERATIONS ............................................................................................................... 36 PUBLIC WORKS .................................................................................................................. 37 PARKS AND RECREATION .................................................................................................... 39 COMMUNITY DEVELOPMENT ................................................................................................ 40 DEBT SERVICE .................................................................................................................... 42 OTHER FINANCING USES ..................................................................................................... 43 OTHER COSTS (CONTINGENCY) ........................................................................................... 44 MAINTENANCE & OPERATING INITIATIVES ............................................................................. 45 SPECIAL REVENUE FUNDS ........................................................................................................ 76 SPECIAL EVENTS FUND ................................................................................................................ 77 E-911 FUND ................................................................................................................................ 81 OPERATING GRANT FUND ............................................................................................................. 82 HOTEL/MOTEL TAX FUND ............................................................................................................. 83 CAPITAL PROJECTS FUND ........................................................................................................ 84 CAPITAL GRANT FUND ............................................................................................................. 133 City of Milton 13000 Deerfield Parkway Suite 107G Milton, GA 30004 September 5, 2012 To the Honorable Mayor, City Council and the Citizens of Milton: We respectfully submit for your consideration the City of Milton’s proposed balanced budget for fiscal year 2013 (FY 2013). An objective of the City’s budget is to provide a management tool by which our local government can unite its budgeting efforts to provide quality services while operating within available resources. This process results in an updating of the City’s on-going financial plan and provides a vehicle by which management decisions can be made as a result of the formulation and analysis of the respective data. BUDGET PROCESS AND OVERVIEW The fiscal year 2013 budget process began in July with distribution of historical data and forms to all the department directors. Each department formulated budgets in three major areas; maintenance & operating, operating initiatives, and capital project requests. Concurrent with departmental budgeting, finance staff completed the first draft of a salary/benefits budget as well as formulated initial revenue estimates. In early August, each department director met with the City Manager to review their budget requests. Each request was evaluated by the City Manager and the Finance Director according to the priority specified by the department director and available funding. Consideration was also given to the strategies identified in the 2012-2015 Strategic Plan. The budget was presented for the first time during a special-called work session held on August 20, 2012. A public hearing will be held during tonight’s council meeting where citizen input is encouraged. A second work session, if needed, will be held on September 10, 2012 to discuss further changes and to fine-tine the final draft. A second public hearing will be held on September 17, 2012 where the final budget will be presented. KEY BUDGET FACTORS, ISSUES, AND PRIORITIES As with previous years, the foundation for the fiscal year 2013 budget is based on three key financial factors: • Sustainability of existing services • Maintaining the quality of life for constituents, citizens, and businesses through capital programming • Enhancement to services through operating initiatives Sustainability of Existing Services and Enhancements through Operating Initiatives The fiscal year 2013 General Fund balanced budget of $20,179,091 is based on a millage rate of 4.731 mills, which is the same millage rate applied in previous fiscal years. This budget provides financial resources for the City of Milton to sustain the current levels of service and includes areas of improved service via operating initiatives. 1 In appropriating the resources to sustain existing services, the following are the proposed projected revenue sources for the General Fund: Revenue Source Amount Percent Property Taxes 8,077,800 40.03% Other Taxes 8,891,500 44.06% Licenses & Permits 410,900 2.04% Charges for Services 412,470 2.04% Fines & Forfeitures 461,000 2.28% Investment Income 15,000 0.07% Miscellaneous Revenue 25,440 0.13% Other Financing Sources 44,000 0.22% Budgeted Fund Balance 1,840,981 9.12% Total 20,179,091 100.00% Property Taxes, 8,077,800 , 40% Other Taxes, 8,891,500 , 44% Licenses & Permits, 410,900 , 2% Charges for Services, 412,470 , 2% Fines & Forfeitures, 461,000 , 3% Investment Income, 15,000 , 0% Other Financing Sources, 44,000 , 0% Budgeted Fund Balance, 1,840,981 , 9% Revenue Sources Salary and Benefits Detail The salary and benefit budget is based upon approved positions and the associated benefit program costs. For FY 2012, direct City costs for salaries/benefits is $9,249,826, with $7,285,426 appropriated for salaries and $1,964,400 for benefits, making benefit costs 21% of the total salaries/benefit budget. After conducting a salary and wage survey, it became apparent that the salaries for a significant portion of our workforce were below market for this area. As the City recognizes the cost of employee retention is less than employee turnover and recruitment, this budget includes a market adjustment of 5.0% for public safety personnel and 2.5% for non-public safety personnel. This adjustment is prorated by the number of months each employee worked for City during FY 2012. The total City salary/benefits budget is approximately 46% of the total operating expenditures. 2 Budget Summary by Department – General Fund Mayor and City Council The FY 2013 budget appropriation for the Mayor and Council is $188,877. This department is comprised of a Mayor and six Council Members. Salaries of the Mayor and Council are set by the City Charter. Each elected official receives an annual stipend for expenditure reimbursement. There was an overall 2.2% decrease from the FY 12 budget. City Manager The fiscal year 2013 budget appropriation for the City Manager’s Department is $306,572. The City Manager is responsible for the overall management of all city functions and operations. The City Manager’s Department is comprised of the following employees: • City Manager • Executive Aide The FY 13 budget shows a 3.9% increase in comparison to the prior year. There are funds allocated to allow for the conversion of a current position to officially serve in the role of Assistant City Manager. Once that appointment is made, the budget will be amended to show actual funding in the appropriate department. It is held in the City Manager’s budget as a placeholder pending selection and appointment. City Clerk The fiscal year 2013 budget appropriation for the City Clerk’s Department is $244,172. The Clerk is responsible for the compilation and publication of all council agendas. The City Clerk is holder of all City records, therefore is responsible for the records management program. The City Clerk’s Department is comprised of the following employees: • City Clerk • Records Clerk • Receptionist The budget for this department increased by 7.4% due to costs associated with bringing a temporary staff member on as a full-time permanent employee and to the cost of codifying a greater number of ordinances and amendments. Finance The total appropriation for the Finance Department for FY 2013 is $487,331 This department is responsible for managing the City’s financial assets and is comprised of the following employees: • Finance Director • Budget/Procurement Manager • Accounting Manager • Payroll and Accounts Payable Coordinator • Revenue Coordinator The budget for this department decreased by 1.7% in comparison to the FY 12 budget due to the funding for a financial advisor now being accounted for in the future public safety facility bond issuance. 3 Legal Legal services are provided to the City through a contractual relationship with Jarrard and Davis, LLP. The budget for legal services and consultation is $230,000. This is 11.5% lower than last year. Information Technology The fiscal year 2012 budget appropriation for the Information Technology Department is $561,376. IT is responsible for all technology and geographical information services. These services are provided through an intergovernmental agreement (IGA) with Johns Creek. Additionally, there are three initiatives proposed for this department: 1. OSSI Jail Module = $9,700 2. Ten iPads for Council Meetings = $4,500 3. CryWolf False Alarms Solution = $34,900 There is a 4.8% increase (excluding the initiatives) in the IT budget over the previous fiscal year. There are additional expenditures related to the construction of the future public safety complex that have been included in the FY 13 budget, as well as, a programmed increase in the IGA with Johns Creek to cover inflation. Human Resources The Human Resources Department budget appropriation is $254,308. This department is in charge of recruitment, training and development, record keeping of all personnel data, and benefits. It currently consists of two employees: • Human Resources Director • Human Resources Manager There is one initiative requested for this department: Employee Assistance Program = $4,046. Excluding the initiative costs, the budget for FY 13 is 1.3% lower than FY 12. Public Information and Marketing The FY 13 budget appropriation for the Public Information and Marketing department is $148,224. This department is responsible for informing the public through various media outlets of the news and events concerning the City and its citizens and ensuring the City’s image is protected. This department has also taken on the additional responsibilities of coordinating the City’s numerous special events throughout the year. It currently consists of two employees: • Communications Manager • Part-Time Special Events Coordinator The FY 13 appropriations are 63% higher than FY 12 due to the costs associated with the part- time employee now being accounted for in this department. Previously, this position was reported in the Special Events Fund. Municipal Court The fiscal year 2013 budget appropriation for Municipal Court is $237,712. The court staff is responsible for the operation of the City’s municipal court system, scheduling, processing, and tracking all violations issued by public safety and code enforcement personnel. The Court Department is comprised of the following employees: • Court Clerk • Municipal Judge and Substitute Judge • City Solicitor 4 • Administrative Assistant • Two Bailiffs Expenses for this department are relatively flat over previous year’s expenses. Police Department The fiscal year 2013 budget appropriation for the Police Department is $2,991,861. It is comprised of the following employees: • Police Chief • Two Captains • Five Lieutenants • Four Sergeants • Three Detectives • One Community Outreach Officer • Sixteen Police Officers • One Part-Time School Crossing Guard • Administrative Assistant • Accreditation Manager • Records Clerk There is one additional operating initiative proposed for the Police Department: • Electronic Warrant Interchange System = $6,649 The FY 13 appropriations are 3.9% higher (excluding the initiative) than the previous year due to the market adjustment in wages that will bring them to a comparable level with those in the area. Fire Department The Fire Department’s budget appropriation for FY 13 is $4,555,067. It is comprised of the following employees: • Fire Chief • Deputy Chief • Four Battalion Chiefs • Fire Marshal • Twelve Captains • Twelve Fire Apparatus Operators • Twenty-four Firefighters There is one additional operating initiative proposed for the Fire Department budget: • Porta Count Pro Respirator Fit Test Equipment = $12,810 Appropriations for this department are 6.2% higher (excluding the initiative) than the previous year due to the market adjustment in the wages. EMS Operations EMS services are provided through a contractual agreement with Rural Metro. The annual contract costs are $132,250 for FY 13. This is 6.2% lower than the FY 12 budget. 5 Public Works The fiscal year 2013 budget appropriation for public works is $1,705,998. Public Works is responsible for transportation and road repair and maintenance activities. It is comprised of the following employees (not including subcontracted personnel): • Director of Public Works • Transportation Engineer • Stormwater Engineer • Public Works Manager • Field Superintendent • Public Works Citizen Responder • Two Part-Time Equipment Operators Expenses for this department are 8.4% higher than the previous fiscal year. The primary reason for this increase is a pre-arranged contractual increase with Optech RWM for maintenance and operation services; a significant increase in the cost of electricity for street lights and traffic signals; and an increase in tree removal as recommended in the Milton Community Tree Management Plan. Parks & Recreation The Parks and Recreation Department appropriations for FY 13 are $581,826. It is comprised of the following employees: • Parks and Recreation Director • Recreation Program Coordinator • Part-Time Camp Director • Part-Time Camp Supervisor • Part-Time Lead Camp Counselor • Three Part-Time Camp Counselors The budget for this department increased by 51.5% over the previous year. This significant increase is mostly attributable to the maintenance and utility cost for the new park facilities that came on board in FY 12 through an intergovernmental agreement with the Fulton County Board of Education. Community Development The fiscal year 2013 budget appropriation for the Community Development Department is $877,467. Community Development is responsible for all planning and zoning activities, as well as inspections and code enforcement. The Community Development Department is comprised of the following employees: • Director of Community Development • Three Planners • Environment Engineer/Arborist • Two Construction/Plans Review Inspectors • Code Enforcement Officer • Permit Technician • Part-Time Permit Technician • Building Official (contractual) • Two Building Inspectors (contractual) The budget for this department increased by 6.9% from FY 12 due in large part to the market adjustment and the enhanced level of Code Enforcement services. 6 The operating initiatives proposed in the Community Development department are: • Evergreen School Program = $2,000 • City Architect Services = $15,000 Other Budgeted Expenditures – Non-departmental Included in the expenditure appropriations are the following: • General supplies, pool vehicle gas and maintenance, and postage for City Hall totaling $39,664. • Property and liability insurance in the amount of $195,015. • City Hall lease, common area maintenance, and governmental facility maintenance in the amount of $352,402. • The second of five annual lease payments for a fire apparatus in the amount of $90,770. • As required in the adopted Budgetary Policies of the City, a 1% contingency has been appropriated. This totals $141,809 for FY 12. • An interfund transfer of $4,622,390 out of the General Fund and into the Capital Projects Fund in order to pay for the recommended capital projects for FY 13. • An interfund transfer of $994,974 out of the General Fund and into the Capital Grant Fund in order to fund the City match to the grants for the recommended capital grant fund projects. • An interfund transfer of $149,424 out of the General Fund and into the Operating Grant Fund in order to fund the City match for the S.A.F.E.R. grant personnel and the Georgia Council on Developmental Disabilities grant personnel and program costs. Maintaining the Quality of Life for Constituents, Businesses, and Citizens through Capital Programming The City’s capital improvement program has the most visible and long-term effect on the quality of life for residential and commercial citizens and Milton’s visitors. As part of the capital planning process for fiscal year 2013, first priority was given to projects that would 1) maintain or repair the City’s current assets, 2) alleviate or mitigate a health/safety hazard, and 3) provide external funding toward a capital project. Secondary priority for funding considerations was given to projects that included long-term visioning and planning for the City of Milton. The appropriation for the fiscal year 2013 capital improvement program (CIP) is $4,780,390 and is detailed in the Capital Project Fund spreadsheets following this transmittal letter. As required by the adopted Budgetary Policies of the City, a 3% contingency has also been included totaling $133,971. FUND BALANCE An adequate level of fund balance (i.e., the difference between the City’s assets and liabilities) is essential to mitigate current and future risks and to ensure stable service levels. It also is a crucial consideration in long-term financial planning for capital projects. At the end of FY 11, the City’s General Fund fund balance totaled approximately $9.6 million. It is anticipated that the fund balance at the end of FY 12 will be around $8.5 million. While preparing the CIP, it became apparent that the capital improvement needs of the City exceed available funding in FY 13. Since the City has built such a healthy fund balance to be utilized for capital expenditures, we are proposing for that we should use these reserves to fund a few of the capital projects this year, namely the first year costs for the public safety 7 communications update and the Hopewell House improvements.. The recommended appropriation of the fund balance is $1,840,981. The remaining fund balance is projected to be around $6.5 to $6.7 million. BUDGET POLICY Annual budgets are adopted on a basis consistent with accounting practices as defined by generally accepted accounting principles for all funds. All annual appropriations lapse at year end except capital project and grant funds, which adopt project-length budgets. CLOSING It is our privilege to submit the FY 2013 Proposed Budget to Milton’s Mayor, City Council and Citizens. This budget illustrates the City’s dedication to providing the highest level of services while maintaining sound fiscal policies. We would like to thank all of the contributors for their diligent efforts in developing a budget that addresses the major policy goals of the City Council, while protecting the financial health of the City now and in the future. If in your review of this document you have any questions, please do not hesitate to contact us. Respectfully Submitted, Christopher J. Lagerbloom Stacey R. Inglis City Manager City Treasurer/Finance Director 8 Department/Position Full-Time Positions Part-Time Positions Mayor & Council Mayor 1 Mayor Pro-Tem 1 Councilmember 5 Department Total 0 7 City Clerk City Clerk 1 Receptionist 1 Records Clerk 1 Department Total 3 0 City Manager City Manager 1 Assistant City Manager 1 Executive Aide 1 Community Builder/Grant Coordinator 1 Department Total 3 1 Community Development Director of Community Development 1 Planner 3 Plan Review Engineer 1 Arborist 1 Construction Inspector 1 Code Enforcement Officer 2 Permit Technician 1 1 City of Milton Listing of Positions Sustainability Coordinator 1 Clerk/Intern 1 Department Total 10 3 Communications Communications Manager 1 Special Events Coordinator 1 Department Total 1 1 Court Court Clerk 1 Court Administrative Assistant 1 Judge 2 Bailiff 2 Court Solicitor 1 Department Total 2 5 Finance Director of Finance 1 Budget and Procurement Manager 1 Accounting Manager 1 Revenue Coordinator 1 Payroll and Accounts Payable Coordinator 1 Department Total 5 0 9 Department/Position Full-Time Positions Part-Time Positions City of Milton Listing of Positions Fire Chief 1 Deputy Chief 1 Battallion Chief 4 Fire Marshall 1 Fire Captain 12 Fire Apparatus Operator 12 Firefighter 24 Department Total 55 0 HR Director of Human Resources 1 Human Resources Manager 1 Department Total 2 0 Parks Director of Parks and Recreation 1 Parks and Recreation Coordinator 1 Camp Director (summer)1 Camp Supervisor (summer)1 Lead Camp Counselor (summer)1 Camp Counselor (summer)3 Department Total 2 6 Police Chief 1 Captain 2p Lieutenant 5 Sergeant 4 Detective 3 Police Officer 16 Community Outreach Officer 1 Accreditation Manager 1 Administrative Assistant 1 Records Clerk 1 School Crossing Guard 1 Department Total 35 1 Public Works Director of Public Works 1 Transportation Engineer 1 Stormwater Engineer 1 Manager Public Works 1 PW Field Superintendent 1 Citizen Responder 1 Equipment Operator 2 Department Total 6 2 Total 124 26 10               General Fund                             11 Actuals FY 2010 Actuals FY 2011 Amended Budget FY 2012 Budget Requests FY 2013 City Manager Approved FY 2013 Approved Budget FY 2013 Revenues Taxes 23,859,832 18,419,173 16,510,227 16,969,300 16,969,300 - Licenses & Permits 268,122 388,222 403,050 410,900 410,900 - Charges for Services 269,516 395,604 432,190 412,470 412,470 - Fines & Forfeitures 593,289 431,401 451,000 461,000 461,000 - Investment Income 23,591 23,214 15,000 15,000 15,000 - Contributions & Donations 3,370 - 5,875 - - - Miscellaneous Revenue 49,436 119,692 96,146 25,440 25,440 - Other Financing Sources 5,645 14,376 34,000 44,000 44,000 - Total Revenues 25,072,802 19,791,682 17,947,488 18,338,110 18,338,110 - Expenditures Mayor & Council 144,069 143,207 193,051 188,877 188,877 - City Manager 256,736 287,427 294,937 275,329 275,329 - City Clerk 340,769 203,138 227,406 244,172 244,172 - General Administration 31,769 29,866 39,110 39,664 39,664 - Finance 694,769 462,168 495,873 518,574 518,574 - Legal 229,397 195,979 260,000 230,000 230,000 - Information Technology 833,190 448,021 535,557 561,376 561,376 - Human Resources 206,264 218,681 257,523 254,308 254,308 - Risk Management 170,607 159,036 191,500 195,015 195,015 - General Govt Buildings 447,758 543,754 525,439 352,402 352,402 - Public Info & Marketing 217,878 80,257 90,910 148,224 148,224 - Municipal Court 235,252 207,261 237,454 237,712 237,712 - Police 2,348,510 2,432,095 2,880,211 2,991,861 2,991,861 - Fire 3,725,719 3,929,420 4,289,443 4,555,067 4,555,067 - EMS Operations 132,250 132,250 140,988 132,250 132,250 - Public Works 1,702,796 1,323,860 1,574,116 1,705,998 1,705,998 - Parks & Recreation 135,109 313,815 384,035 581,826 581,826 - Community Development 866,124 699,316 820,629 877,467 877,467 - Debt Service 716,541 716,541 807,311 90,770 90,770 - General Fund Summary Other Financing Uses 2,448,820 5,475,625 5,418,181 11,269,997 5,766,788 - Contingency - - 100,000 141,809 141,809 - M&O Initiatives - - - 2,174,408 89,605 Total Expenditures 15,884,327 18,001,719 19,763,674 27,767,103 20,179,091 - Total Revenues Over/(Under) Expenditures 9,188,474 1,789,962 (1,816,186) (9,428,993) (1,840,981) - Beginning Fund Balance (1,342,492) 7,845,983 9,635,945 7,819,759 7,819,759 7,819,759 Ending Fund Balance 7,845,983 9,635,945 7,819,759 (1,609,234) 5,978,778 7,819,759 12               Revenues                             13 Account Name FY 2010 Actuals FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  TAXES Current Yr Property Taxes‐Real              7,303,502               7,783,723               7,300,000                               ‐               7,300,000               7,500,000               7,500,000  Current Yr Property Taxes‐Utility                   50,691                    51,028                    59,227                    59,227                              0                    59,000                    59,000  Prior Yr Property Taxes‐Real              8,099,136               1,473,948                  321,000                  322,215                     (1,215)                320,000                  320,000  Current Yr Prop Taxes‐Personal                 167,717                  182,242                  150,000                               ‐                  150,000                  165,000                  165,000  Motor Vehicle Tax                 481,163                  548,181                  550,000                  423,764                  126,236                  550,000                  550,000  Intangible Tax                 169,853                  175,875                  180,000                  169,178                    10,822                  200,000                  200,000  Prior Yr Prop Taxes‐Personal                 166,029                    15,349                       4,100                       4,176                          (76)                     4,100                       4,100  Real Estate Transfer Tax                   40,207                    43,544                    37,000                    32,365                       4,635                    40,000                    40,000  Franchise Fees              1,825,744               1,925,622               1,700,000               1,036,805                  663,195               1,700,000               1,700,000  Local Option Sales Tax              3,708,444               3,720,147               3,825,000               2,285,226               1,539,774               4,000,000               4,000,000  Alcohol Beverage Excise Tax                 280,563                  282,096                  275,000                  220,151                    54,849                  280,000                  280,000  Business & Occupation Tax                 559,996                  576,349                  540,000                  590,990                   (50,990)                585,000                  585,000  Insurance Premium Tax                 832,455               1,531,938               1,500,000                               ‐               1,500,000               1,500,000               1,500,000  Financial Institution Tax                   26,158                    30,899                    32,795                    32,795                               ‐                    30,000                    30,000  Penalties & Interest‐Real Prop                 138,623                    70,352                    28,000                    32,080                     (4,080)                  29,000                    29,000  Penalties & Interest‐Pers Prop                      2,018                          231                          754                          773                          (19)                        700                          700  Penalties & Interest‐Business Lic                      4,344                       7,525                       3,500                    10,734                     (7,234)                     5,000                       5,000  Penalties & Interest‐Other                      3,189                          123                       3,851                       3,851                              0                       1,500                       1,500  Total: Taxes 23,859,832        18,419,173        16,510,227        5,224,329           11,285,898        16,969,300        16,969,300        ‐                        LICENSES & PERMITS Alcohol Beverage Licenses                 155,700                  142,425                  140,000                  134,550                       5,450                  134,000                  134,000  Advertising Fee                      2,200                       1,800                       1,000                          800                          200                       1,000                       1,000  Pouring Permit                      5,555                       5,111                       6,000                       5,280                          720                       5,000                       5,000  Solicitation Permit                      2,145                          390                          300                          195                          105                          100                          100  Zoning & Land Use Permits                      6,800                       6,300                       6,350                    10,357                     (4,007)                     6,000                       6,000  Land Disturbance                      1,505                    18,954                   10,000                    12,783                     (2,783)                  15,000                    15,000  Modification                      2,200                          700                       2,000                       1,600                          400                       1,000                       1,000  Variance                      5,300                       7,250                       8,000                       5,050                       2,950                       5,500                       5,500  Seasonal & Special Events                      1,090                          860                          600                       1,210                        (610)                        800                          800  Sign Permits                      7,051                       3,750                       3,500                       1,350                       2,150                       2,000                       2,000  Building Permits                   76,545                  200,276                  225,000                  227,236                     (2,236)                240,000                  240,000  S 2 030 06 300 69 (39 )00 00 Revenues FY 2012 FY 2013 NPDES Fees                      2,030                         406                         300                         691                       (391)                        500                         500  Total: Licenses & Permits 268,122              388,222              403,050              401,101              1,949                   410,900              410,900              ‐                        CHARGES FOR SERVICES Finance Admin Fee                   69,825                    64,044                    58,000                    59,703                     (1,703)                  59,000                    59,000  Court Admin Fee                 103,857                  171,153                  185,000                  139,875                    45,125                  200,000                  200,000  Maps & Cert Letters                         375                          180                          300                          150                          150                          150                          150  Plan Review Fees                   49,475                    60,308                    62,000                    74,403                   (12,403)                  65,000                    65,000  Open Records Fees                      1,828                          830                          600                          682                          (82)                        600                          600  Online Payment Convenience Fee                              ‐                          140                       7,000                       3,495                       3,505                       7,000                       7,000  Development Bond Fee                              ‐                          200                          500                       3,100                     (2,600)                     1,000                       1,000  Election Qualifying Fee                              ‐                       1,950                       2,640                               ‐                       2,640                       2,640                       2,640  Accident Reports                      5,952                       5,220                       5,000                       3,402                       1,598                       3,000                       3,000  Expungement Fees                      1,300                       1,825                       1,000                       1,660                        (660)                     1,700                       1,700  Alarm Registration                      8,350                       7,825                       5,000                       4,575                          425                       5,000                       5,000  False Alarms                   15,300                    20,050                    15,000                       6,150                       8,850                       9,000                       9,000  Fire Plan Review                         639                       1,635                          700                          280                          420                          700                          700  Fire Inspection                      1,140                       2,200                          600                       2,725                     (2,125)                     2,000                       2,000  CPR Classes                              ‐                            45                            50                            65                          (15)                             ‐                               ‐  Background Check Fees                      8,925                   14,155                    10,000                    11,835                     (1,835)                  12,000                    12,000  Activity Fees/Camp Bethwell                              ‐                    18,046                               ‐                               ‐                               ‐                               ‐                               ‐  Activitiy Fees/Joyful Soles                              ‐                    12,415                    11,500                    13,180                     (1,680)                  12,000                    12,000  Facility Rental                      2,250                       1,153                       3,000                       1,213                       1,788                       1,500                       1,500  Activity Commissions                              ‐                    12,079                    64,000                    27,267                    36,733                    30,000                    30,000  Bad Check Fees                         300                          150                          300                          180                          120                          180                          180  Total: Charges for Services 269,516              395,604              432,190              353,940              78,250                412,470              412,470              ‐                        FINES & FORFEITURES Fines & Forfeitures                 590,895                  431,177                  450,000                  374,551                    75,449                  460,000                  460,000  Ordinance Fines                      2,394                          225                       1,000                               ‐                       1,000                       1,000                       1,000  Total: Fines & Forfeitures 593,289              431,401              451,000              374,551              76,449                461,000              461,000              ‐                        INVESTMENT INCOME Interest Revenue                      4,233                       5,306                       5,000                       3,785                       1,215                       5,000                       5,000  Realized Gain/Loss on Investmt                   19,358                    17,908                    10,000                       9,585                          415                    10,000                    10,000  Total: Investment Income 23,591                23,214                15,000                13,371                1,629                   15,000                15,000                ‐                        14 Account Name FY 2010 Actuals FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Revenues FY 2012 FY 2013 CONTRIBUTIONS & DONATIONS Donation Revenue‐Pub Sfty                      1,000                               ‐                               ‐                               ‐                               ‐                               ‐                               ‐  Donation Revenue‐Public Safety Fd                      2,370                               ‐                       5,875                       5,875                               ‐                               ‐                               ‐  Total: Contributions & Donations 3,370                   ‐                       5,875                   5,875                   ‐                       ‐                       ‐                       ‐                        MISCELLANEOUS REVENUE Merchandise & Products                              ‐                               ‐                               ‐                               ‐                               ‐                               ‐                               ‐  Cell Tower Lease                              ‐                    74,685                    17,940                    13,455                       4,485                    17,940                    17,940  Insurance Proceeds‐Pub Sfty                      5,972                          293                    19,654                    19,654                              0                               ‐                               ‐  Insurance Proceeds‐PW                              ‐                       7,350                    10,552                    10,552                              0                               ‐                               ‐  Other Misc Revenue                   37,338                    37,363                    48,000                       4,992                    43,008                       7,500                       7,500  Over/Short Cash Drawer                      6,126                              0                               ‐                              1                             (1)                             ‐                               ‐  Evidence Room Unclaimed Cash                              ‐                               ‐                               ‐                          390                        (390)                             ‐                               ‐  Total: Miscellaneous Revenue 49,436                119,692              96,146                49,043                47,103                25,440                25,440                ‐                        OTHER FINANCING SOURCES Operating Transfers In‐Htl/Mtl Fd                      5,645                    14,376                    10,000                       4,989                       5,011                    20,000                    20,000  Sale of Surplus Equipment                              ‐                               ‐                    24,000                               ‐                    24,000                    24,000                    24,000  Total: Other Financing Sources 5,645                   14,376                34,000                4,989                   29,011                44,000                44,000                ‐                        TOTAL  $       25,072,802  $       19,791,682  $       17,947,488  $         6,427,200  $       11,520,288  $       18,338,110  $       18,338,110  $                          ‐  15               Expenditures                             16 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 101,389               101,587               101,000               75,750                  25,250                  101,000               101,000                STIPEND / THURMAN ‐                        79                         2,000                    463                       1,537                    2,000                    2,000                     STIPEND / KUNZ 2,588                    585                       2,000                    433                       1,567                    2,000                    2,000                     STIPEND / LUSK ‐                        ‐                        2,000                    ‐                        2,000                    2,000                    2,000                     STIPEND / HEWITT ‐                        ‐                        2,000                    ‐                        2,000                    2,000                    2,000                     STIPEND / LONGORIA ‐                        213                       2,000                    380                       1,620                    2,000                    2,000                     STIPEND / LARGE 793                       188                       2,000                    439                       1,561                    2,000                    2,000                     STIPEND / LOCKWOOD 1,244                    813                       3,000                    696                       2,304                    3,000                    3,000                     Total: Salaries & Wages 106,013              103,465              116,000              78,162                37,838                116,000              116,000              ‐                        Employee Benefits EMPLOYEE BENEFITS / 401A (SS MATCH)3,802                    3,839                    3,791                    2,841                    950                       3,791                    3,791                     EMPLOYEE BENEFITS / FICA MEDICARE 1,470                    1,477                    1,468                    1,098                    370                       1,468                    1,468                     UNEMPLOYMENT INSURANCE 1,572                    214                       1,610                    213                       1,397                    238                       238                        WORKER'S COMPENSATION 1,231                    (1,210)                  148                       148                       0                            300                       300                        Total: Employee Benefits 8,076                   4,321                   7,017                   4,300                   2,717                   5,797                   5,797                   ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES 25,000                  ‐                        25,000                  25,000                  25,000                   FACILITATOR/CONFERENCE 5,097                    9,153                    6,800                    6,800                    ‐                        6,800                    6,800                     Total: Purchased Professional and Technical Services 5,097                   9,153                   31,800                6,800                   25,000                31,800                31,800                ‐                        Other Purchased Services COMMUNICATIONS ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         ADVERTISING: Milton High School Booster Ad 502                       400                       500                       800                       (300)                      800                       800                        PRINTING: Business Cards, Name Badges 31                         154                       350                       307                       43                         350                       350                        TRAVEL GENERAL ‐                        527                       1,000                    443                       557                       1,000                    1,000                     ANNUAL GMA CONFERENCE 8,969                    6,290                    7,000                    3,667                    3,333                    7,000                    7,000                     RETREAT ‐                        ‐                        254                       254                       ‐                        ‐                        ‐                         Total Travel 8,969                   6,817                   8,254                   4,364                   3,890                   8,000                   8,000                   ‐                        DUES AND FEES GREATER NORTH FULTON CHAMBER 5,000                    5,000                    5,000                    5,000                    ‐                        5,000                    5,000                     NORTH FULTON BUSINESS EXPO ‐                        1,500                    1,500                    ‐                        1,500                    ‐                        ‐                         Mayor & Council FY 2012 FY 2013 GEORGIA MUNICIPAL ASSOCIATION ANNUAL FEES ‐                        4,924                    9,400                    11,690                  (2,290)                  9,400                    9,400                     ARC REGISTRATION‐LUNCH AND LEARN ‐                        30                         ‐                        ‐                        ‐                        ‐                        ‐                         Total Dues and Fees 5,000                   11,454                 15,900                 16,690                 (790)                     14,400                 14,400                 ‐                        EDUCATION & TRAINING ANNUAL GMA CONFERENCE COSTS 4,365                    ‐                        4,210                    4,240                    (30)                        4,210                    4,210                     MAYOR'S DAY 1,395                    ‐                        4,520                    4,520                    0                            4,520                    4,520                     ELECTED OFFICIALS TRAINING 325                       5,563                    1,000                    650                       350                       1,000                    1,000                     Total Education & Training 6,085                   5,563                   9,730                   9,410                   320                      9,730                   9,730                   ‐                        Total: Other Purchased Services 20,587                24,388                34,734                31,571                3,163                   33,280                33,280                ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 1,084                    313                       1,000                    145                       855                       500                       500                        SUPPLIES / FOOD/MEALS: Citizen Meetings 2,060                    1,294                    1,000                    744                       256                       1,000                    1,000                     PROMOTIONAL / PROMOTIONAL ITEMS 747                       ‐                        1,000                    ‐                        1,000                    ‐                        ‐                         Total: Supplies 3,891                   1,607                   3,000                   889                      2,111                   1,500                   1,500                   ‐                        Other Costs PAYMENT TO OTHERS / NON‐RECURRING 405                       274                       500                       270                       230                       500                       500                        Total: Other Costs 405                      274                      500                      270                      230                      500                      500                      ‐                        Total: Mayor & Council 144,069               143,207               193,051               121,992               71,059                 188,877               188,877               ‐                         17 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 196,434               231,057               190,920               142,608               48,312                  235,211               235,211                SALARIES AND WAGES / CAR ALLOWANCE 7,311                    7,228                    7,192                    5,400                    1,792                    7,200                    7,200                     Total: Salaries & Wages 203,745              238,284              198,112              148,008              50,104                242,411              242,411              ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 14,387                  13,822                  13,394                  11,101                  2,293                    17,060                  17,060                   EMPLOYEE BENEFITS / 401A (SS MATCH)5,973                    7,430                    7,671                    4,228                    3,443                    7,649                    7,649                     EMPLOYEE BENEFITS / FICA MEDICARE 2,889                    3,338                    2,966                    2,053                    913                       2,958                    2,958                     401A 1% MATCH 1,597                    2,205                    2,045                    1,060                    985                       2,040                    2,040                     PENSION (GMEBS)2,619                    3,531                    10,351                  7,574                    2,777                    10,831                  10,831                   UNEMPLOYMENT INSURANCE 447                       100                       460                       102                       358                       68                         68                          WORKER'S COMPENSATION 3,338                    (1,252)                  1,907                    640                       1,267                    640                       640                        FLEXIBLE SPENDING 2,400                    2,400                    2,400                    2,400                    ‐                        ‐                        ‐                         Total: Employee Benefits 33,649                31,575                41,194                29,158                12,036                41,246                41,246                ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES STAFF RETREAT 2,618                    ‐                        3,000                    4,225                    (1,225)                  3,000                    3,000                     STAKEHOLDER SURVEY ‐                        ‐                        12,750                  6,300                    6,450                    2,500                    2,500                     OTHER 3,151                    661                       14,466                  15,348                  (882)                      ‐                        ‐                         Total: Professional Fees 5,769                   661                      30,216                 25,873                 4,343                   5,500                   5,500                   ‐                        Total: Purchased Professional and Technical Services 5,769                   661                      30,216                25,873                4,343                   5,500                   5,500                   ‐                        Other Purchased Services COMMUNICATIONS 1,923                    1,740                    2,000                    1,337                    663                       2,000                    2,000                     COMMUNICATIONS/POSTAGE ‐                        ‐                        20                         7                            13                         ‐                        ‐                         PRINTING: Business Cards 93                         155                       70                         62                         8                            70                         70                          TRAVEL GMA CONFERENCE ‐                        1,558                    1,275                    573                       702                       1,275                    1,275                     ICMA CONFERENCE 924                       3,992                    347                       347                       (0)                          5,250                    5,250                     LEADERSHIP ICMA ‐                        4,452                    2,267                    2,267                    (0)                          ‐                        ‐                         GCCMA CONFERENCE ‐                        609                       ‐                        ‐                        ‐                        500                       500                        OTHER 356                       661                       50                         28                         22                         ‐                        ‐                         Total: Travel 1,280                   11,272                 3,939                   3,215                   724                      7,025                   7,025                   ‐                        City Manager FY 2012 FY 2013 DUES AND FEES ICMA 1,096                    1,121                    1,200                    1,175                    26                         1,200                    1,200                     GCCMA 100                       125                       125                       125                       ‐                        125                       125                        CIVIC ORGANIZATION DUES ‐                        ‐                        ‐                        ‐                        ‐                        1,100                    1,100                     GACP 125                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         IACP 120                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         GMA ANNUAL DUES 5,165                    ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         ARC LUNCH AND LEARN 10                         ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER ‐                        49                         ‐                        ‐                        ‐                        ‐                        ‐                         Total: Dues and Fees 6,616                   1,295                   1,325                   1,300                   26                         2,425                   2,425                   ‐                        EDUCATION & TRAINING GMA CONFERENCE 505                       555                       505                       505                       ‐                        550                       550                        ICMA CONFERENCE 660                       ‐                        ‐                        ‐                        ‐                        2,500                    2,500                     LEADERSHIP ICMA ‐                        ‐                        1,500                    ‐                        1,500                    ‐                        ‐                         GCCMA CONFERENCE 425                       ‐                        ‐                        ‐                        ‐                        425                       425                        OTHER 758                       305                       300                       60                         240                       300                       300                        Total: Education & Training 2,348                   860                      2,305                   565                      1,740                   3,775                   3,775                   ‐                        CONTRACT LABOR ‐                        ‐                        13,636                  13,635                  1                            ‐                        ‐                         Total: Other Purchased Services 12,259                15,322                23,295                20,121                3,174                   15,295                15,295                ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 467                       573                       1,000                    1,023                    (23)                        1,000                    1,000                     SUPPLIES / FOOD/MEALS 1,020                    1,012                    1,000                    301                       699                       1,000                    1,000                     Total: Supplies 1,488                   1,585                   2,000                   1,324                   676                      2,000                   2,000                   ‐                        Machinery & Equipment OTHER EQUIPMENT 127                       ‐                        120                       292                       (172)                      120                       120                        Total: Machinery & Equipment 127                      ‐                       120                      292                      (172)                     120                      120                      ‐                        Other Costs PAYMENT TO OTHERS / NON‐RECURRING (301)                      ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Other Costs (301)                     ‐                       ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        Total: City Manager 256,736               287,427               294,937               224,776               70,161                 306,572               306,572               ‐                         18 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 109,936               139,690               133,145               94,421                  38,724                  145,030               145,030                Total: Salaries & Wages 109,936              139,690              133,145              94,421                38,724                145,030              145,030              ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 7,912                    11,745                  19,637                  6,502                    13,135                  23,990                  23,990                   EMPLOYEE BENEFITS / 401A (SS MATCH)4,445                    5,238                    5,368                    3,541                    1,827                                         5,439                       5,439  EMPLOYEE BENEFITS / FICA MEDICARE 1,842                    1,986                    2,075                    1,341                    734                       2,104                    2,104                     401A 1% MATCH 32                         210                       1,431                    200                       1,231                    1,099                    1,099                     PENSION (GMEBS)2,212                    3,531                    7,242                    5,300                    1,942                    7,702                    7,702                     UNEMPLOYMENT INSURANCE 745                       299                       673                       91                         582                       238                       238                        WORKER'S COMPENSATION 305                       891                       875                       875                       0                            300                       300                        FLEXIBLE SPENDING 3,400                    2,400                    2,400                    2,400                    ‐                        ‐                        ‐                         Total: Employee Benefits 20,894                26,300                39,701                20,249                19,452                40,872                40,872                ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES: Election Costs 46,326                  ‐                        345                       345                       (0)                          ‐                        ‐                         CONTRACTED: CH2M Contract Costs 102,290               ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Purchased Professional and Technical Services 148,616              ‐                       345                      345                      (0)                         ‐                       ‐                       ‐                        Other Purchased Services COMMUNICATIONS 963                       770                       715                       533                       182                       715                       715                        POSTAGE ‐                        27                         ‐                        ‐                        ‐                        ‐                        ‐                         ADVERTISING 563                       759                       900                       915                       (15)                        900                       900                        PRINTING: Name plates, business cards, general 897                       31                         700                       387                       313                       700                       700                        TRAVEL CVIOG 497                       460                       720                       279                       441                       720                       720                        GMA ANNUAL CONFERENCE 826                       839                       ‐                        ‐                        ‐                        850                       850                        GRA ANNUAL CONFERENCE 450                       312                       138                       ‐                        ‐                         Total: Travel 1,323                   1,299                   1,170                   591                      579                      1,570                   1,570                   ‐                        DUES AND FEES GMC/FOA ‐                        ‐                        60                         ‐                        60                         60                         60                          GEORGIA RECORDS ASSOCIATION 20                         ‐                        20                         20                         ‐                        20                         20                          MISC 77                         20                         ‐                        ‐                        ‐                        ‐                        ‐                         Total: Dues and Fees 97                         20                         80                         20                         60                         80                         80                         ‐                        City Clerk FY 2012 FY 2013 EDUCATION & TRAINING CVIOG 710                       ‐                        800                       360                       440                       800                       800                        GMA ANNUAL CONFERENCE 155                       370                       ‐                        ‐                        ‐                        505                       505                        GRA ANNUAL CONFERENCE 250                       (250)                      ‐                        ‐                         MISC ‐                        ‐                        250                       ‐                        250                       ‐                        ‐                         Total: Education & Training 865                      370                      1,050                   610                      440                      1,305                   1,305                   ‐                        CONTRACT LABOR 26,177                  1,029                    10,000                  11,887                  (1,887)                  ‐                        ‐                         MAINTENANCE CONTRACTS MUNICODE 8,172                    10,250                  14,000                  11,425                  2,575                    26,000                  26,000                   GRANICUS 21,200                  21,200                  24,600                  22,439                  2,161                    26,000                  26,000                   Total: Maintenance Contracts 29,373                 31,450                 38,600                 33,863                 4,737                   52,000                 52,000                 ‐                        Total: Other Purchased Services 60,257                35,755                53,215                48,805                4,410                   57,270                57,270                ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 848                       1,394                    1,000                    115                       885                       1,000                    1,000                     SUPPLIES / FOOD/MEALS ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Supplies 848                      1,394                   1,000                   115                      885                      1,000                   1,000                   ‐                        Machinery & Equipment/Other Equipment OTHER EQUIPMENT 150                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT / CELL PHONES 68                         ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Other Equipment 218                      ‐                       ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        Total: City Clerk 340,769               203,138               227,406               163,935               63,471                 244,172               244,172               ‐                         19 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Purchased Professional and Technical Services PROFESSIONAL FEES EXTINGUISHERS 93                         94                         711                       711                       (0)                          720                       720                        Total: Professional Fees 93                         94                         711                      711                      (0)                          720                      720                      ‐                        Total: Purchased Professional and Technical Services 93                        94                        711                      711                      (0)                         720                      720                      ‐                        Purchased‐Property Services VEHICLE REPAIRS & MAINTENANCE ‐                        ‐                        389                       ‐                        389                       400                       400                        Total: Purchased‐Property Services ‐                       ‐                       389                      ‐                       389                      400                      400                      ‐                        Other Purchased Services COMMUNICATIONS / POSTAGE 6,333                    7,330                    6,500                    6,374                    126                       6,500                    6,500                     DUES AND FEES: Costco Membership 50                         50                         50                         ‐                        50                         50                         50                          MAINTENANCE CONTRACTS COFFEE SERVICE 3,841                    ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         SHREDDING 679                       1,074                    1,000                    722                       278                       1,000                    1,000                     POSTAGE MACHINE & FOLDER/INSERTER ‐                        ‐                        2,460                    ‐                        2,460                    3,494                    3,494                     Total: Maintenance Contracts 4,520                   1,074                   3,460                   722                      2,738                   4,494                   4,494                   ‐                        Total: Other Purchased Services 10,903                8,454                   10,010                7,096                   2,914                   11,044                11,044                ‐                        Supplies GENERAL SUPPLIES OFFICE SUPPLIES 20,685                  10,503                  11,259                  9,504                    1,755                    11,000                  11,000                   TONER ‐                        10,211                  15,000                  12,815                  2,185                    15,000                  15,000                   Total: General Supplies 20,685                 20,714                 26,259                 22,319                 3,940                   26,000                 26,000                 ‐                        SUPPLIES / GASOLINE/DIESEL 89                         604                       1,000                    907                       93                         1,500                    1,500                     Total: Supplies 20,774                21,318                27,259                23,226                4,033                   27,500                27,500                ‐                        Machinery & Equipment FURNITURE & FIXTURES ‐                        ‐                        741                       741                       0                            ‐                        ‐                         Total: Machinery & Equipment ‐                       ‐                       741                      741                      0                           ‐                       ‐                       ‐                        Total: General Administration 31,769                 29,866                 39,110                 31,775                 7,335                    39,664                 39,664                 ‐                         General Administration FY 2012 FY 2013 20 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 245,824               293,907               306,992               223,718               83,274                  313,278               313,278                Total: Salaries & Wages 245,824              293,907              306,992              223,718              83,274                313,278              313,278              ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 22,298                  33,072                                    36,689 21,414                  15,275                                    40,973                    40,973  EMPLOYEE BENEFITS / 401A (SS MATCH)9,219                    11,022                                    11,493 8,389                    3,104                                      11,747                    11,747  EMPLOYEE BENEFITS / FICA MEDICARE 3,353                    4,022                                         4,446 3,025                    1,421                                         4,543                       4,543  401A 1% MATCH 293                       2,248                                         3,064 1,778                    1,286                                         3,134                       3,134  PENSION (GMEBS)3,360                    5,885                                      12,488 9,137                    3,351                                      16,635                    16,635  UNEMPLOYMENT INSURANCE 1,114                    153                                            1,150 169                       981                                               170                          170  WORKER'S COMPENSATION 100                       970                                            1,650 1,199                    451                                               928                          928  FLEXIBLE SPENDING 3,600                    4,800                                         1,800 1,800                    ‐                                                   ‐                               ‐    MISCELLANEOUS REIMBURSEMENT 3,005                    ‐                                                   ‐   ‐                        ‐                                                   ‐                               ‐    Total: Employee Benefits 46,342                62,172                72,780                46,911                25,869                78,130                78,130                ‐                        Purchased Professional and Technical Services ADMINISTRATIVE FEES BANK FEES 4,512                    4,138                    5,600                    3,192                    2,408                    600                       600                        CREDIT CARD FEES 32,652                  34,145                  35,000                  26,057                  8,943                    35,000                  35,000                   Total: Administrative Fees 37,163                 38,283                 40,600                 29,249                 11,351                 35,600                 35,600                 ‐                        PROFESSIONAL FEES VALUATION ADVISORY GROUP ‐                        3,500                    ‐                        ‐                        ‐                        ‐                        ‐                         DUNS & BRADSTREET 449                       ‐                        449                       ‐                        449                       449                       449                        AUDIT FEES 42,546                  41,935                  44,000                  40,030                  3,970                    44,000                  44,000                   FINANCIAL ADVISOR ‐                        ‐                        7,624                    ‐                        7,624                    ‐                        ‐                         Total: Professional Fees 42,995                 45,435                 52,073                 40,030                 12,043                 44,449                 44,449                 ‐                        CONTRACTED: CH2M Contract Costs 220,014               ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Purchased Professional and Technical Services 300,172              83,718                92,673                69,279                23,394                80,049                80,049                ‐                        Other Purchased Services COMMUNICATIONS 730                       723                       725                       605                       120                       730                       730                        POSTAGE 4,690                    9,962                    5,000                    464                       4,536                    5,200                    5,200                     ADVERTISING: Public Hearings & Bids 5,859                    2,469                    2,000                    2,228                    (228)                      2,500                    2,500                     PRINTING Finance FY 2012 FY 2013 CITY CHECKS 407                       419                       600                       685                       (85)                        700                       700                        PROPERTY TAX BILLS 3,383                    5,008                    2,800                    230                       2,570                    2,800                    2,800                     CAFR 330                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         BUSINESS CARDS 62                         31                         62                         ‐                        62                         62                         62                          OTHER 96                         ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Printing 4,278                   5,458                   3,462                   915                      2,547                   3,562                   3,562                   ‐                        TRAVEL CVIOG 154                       ‐                        ‐                        ‐                        ‐                        500                       500                        GGFOA CONFERENCE 173                       ‐                        1,016                    1,016                    0                            1,000                    1,000                     GFOA CONFERENCE 74                         582                       ‐                        ‐                        ‐                        ‐                        ‐                         GMA CONFERENCE ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER ‐                        ‐                        20                         14                         6                            20                         20                          Total: Travel 401                      582                      1,036                   1,030                   6                           1,520                   1,520                   ‐                        DUES AND FEES GFOA MEMBERSHIP 225                       225                       225                       225                       ‐                        225                       225                        GGFOA MEMBERSHIP 100                       50                         50                         50                         ‐                        50                         50                          CAFR AWARD FEES 435                       435                       435                       435                       ‐                        435                       435                        AGA MEMBERSHIP ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER ‐                        20                         ‐                        ‐                        ‐                        ‐                        ‐                         Total: Dues & Fees 760                      730                      710                      710                      ‐                       710                      710                      ‐                        EDUCATION & TRAINING CARL VINSON TRAINING 338                       358                       ‐                        ‐                        ‐                        837                       837                        GFOA CONFERENCE 370                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         GMA CONFERENCE ‐                        505                       ‐                        ‐                        ‐                        ‐                        ‐                         GGFOA CONFERENCE ‐                        ‐                        350                       295                       55                         350                       350                        GFOA CPFO CERTIFICATION ‐                        ‐                        ‐                        ‐                        ‐                        145                       145                        OTHER ‐                        75                         45                         45                         ‐                        ‐                        ‐                         Total: Education & Training 708                      938                      395                      340                      55                         1,332                   1,332                   ‐                        CONTRACT LABOR ‐                        ‐                        9,700                    9,700                    0                            ‐                        ‐                         MAINTENANCE CONTRACTS 84,375                  ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Other Purchased Services 101,800              20,862                23,028                15,991                7,037                   15,554                15,554                ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 501                       564                       400                       179                       221                       200                       200                        21 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Finance FY 2012 FY 2013 Total: Supplies 501                      564                      400                      179                      221                      200                      200                      ‐                        Machinery & Equipment FURNITURE & FIXTURES ‐                        946                       ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT 131                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIP/CELL PHONES ‐                        ‐                        ‐                        ‐                        ‐                        120                       120                        Total: Machinery & Equipment 131                      946                      ‐                       ‐                       ‐                       120                      120                      ‐                        Total: Finance 694,769               462,168               495,873               356,077               139,796               487,331               487,331               ‐                         22 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Purchased Professional and Technical Services PROFESSIONAL FEES / LEGAL FEES 229,397               195,979 260,000               160,294 99,706                  230,000               230,000                Total: Purchased Professional and Technical Services 229,397              195,979              260,000              160,294              99,706                230,000              230,000              ‐                        Total: Legal 229,397               195,979               260,000               160,294               99,706                 230,000               230,000               ‐                         Legal FY 2012 FY 2013 23 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 174,890               18,590                  ‐                        ‐                        ‐                        ‐                        ‐                         Total: Salaries & Wages 174,890              18,590                ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 21,058                  659                       ‐                        ‐                        ‐                        ‐                        ‐                         EMPLOYEE BENEFITS / 401A (SS MATCH)6,558                    697                       ‐                        ‐                        ‐                        ‐                        ‐                         EMPLOYEE BENEFITS / FICA MEDICARE 2,469                    253                       ‐                        ‐                        ‐                        ‐                        ‐                         401A 1% MATCH ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         PENSION (GMEBS)1,722                    4,708                    ‐                        ‐                        ‐                        ‐                        ‐                         UNEMPLOYMENT INSURANCE 943                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         WORKER'S COMPENSATION 56                         799                       286                       286                       0                            ‐                        ‐                         Total: Employee Benefits 32,805                7,116                   286                      286                      0                           ‐                       ‐                       ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES ‐                        1,725                    ‐                        ‐                        ‐                        ‐                        ‐                         CONTRACTED: CH2M Contract Costs 257,238               ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Purchased Professional and Technical Services 257,238              1,725                   ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        Other Purchased Services COMMUNICATIONS CELL PHONE 3,063                    1,659                                            670 538                       132                                               500                          500  FIRE DEPT POTS LINES 21,533                  11,256                  12,214                  9,305                    2,909                    12,000                  12,000                   ATT ‐ CITY HALL POTS LINES/BANDWITH 36,710                  89,359                  86,520                  86,262                  259                       94,200                  94,200                   ATT ‐ PUBLIC SAFETY BANDWITH ‐                        ‐                        17,520                  3,172                    14,348                  20,000                  20,000                   POSTAGE ‐                        43                         ‐                        ‐                        ‐                        ‐                        ‐                         Total: Communications 61,307                 102,317              116,924              99,277                 17,648                 126,700              126,700              ‐                        PRINTING: Business cards 62                         ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         TRAVEL 354                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         DUES AND FEES 40                         ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         EDUCATION & TRAINING 170                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         CONTRACT LABOR 8,299                    6,860                    ‐                        ‐                        ‐                        ‐                        ‐                         MAINTENANCE CONTRACTS ‐                         OPTIVIEW 12,100                  12,100                  20,350                  20,350                  ‐                        21,850                  21,850                   GODADDY .COM 585                       ‐                        100                       ‐                        100                       100                       100                        Information Technology FY 2012 FY 2013 EXPERTS‐EXCHANGE 117                       155                       160                       117                       43                         160                       160                        ENERGOV ‐                        26,544                  26,544                  19,908                  6,636                    26,544                  26,544                   ARC GIS ‐                        7,700                    7,700                    7,700                    ‐                        7,700                    7,700                     SHORETEL ‐                        5,874                    5,900                    2,462                    3,438                    6,000                    6,000                     INCODE ‐                        ‐                        18,210                  18,210                  (0)                          18,210                  18,210                   MDS MAINTENANCE 6,000                    6,000                    ‐                        ‐                        ‐                        ‐                        ‐                         ALEN SIMS ‐                        2,220                    1,440                    1,440                    ‐                        1,440                    1,440                     OFFSITE BACKUP ‐                        9,850                    12,000                  8,050                    3,950                    13,000                  13,000                   FIREHOUSE 9,015                    9,285                    9,285                    9,285                    ‐                        11,000                  11,000                   NETMOTION 2,893                    1,506                    7,100                    6,654                    446                       3,500                    3,500                     GUARDIAN TRACKING ‐                        680                       680                       680                       ‐                        680                       680                        OSSI 26,576                  26,576                  32,300                  28,966                  3,334                    32,300                  32,300                   DIGICERT 328                       328                       367                       367                       ‐                        367                       367                        SYMANTEC ANTI‐VIRUS ‐                        ‐                        2,800                    2,800                    ‐                        ‐                        ‐                         IT IGA JOHNS CREEK ‐                        186,141               223,000               167,848               55,152                  239,000               239,000                BARRACUDA MESSAGE MAINT.‐                        3,652                    2,562                    2,561                    1                            3,500                    3,500                     L‐3 COMMUNICATIONS ‐                        ‐                        2,164                    ‐                        2,164                    11,250                  11,250                   EMS TRAINING AIDS ‐                        ‐                        2,812                    2,813                    (1)                          3,375                    3,375                     OTHER 449                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Maintenance Contracts 58,062                 298,611              375,474              300,211              75,263                 399,976              399,976              ‐                        Total: Other Purchased Services 128,294              407,788              492,398              399,488              92,910                526,676              526,676              ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 4,553                    113                       500                       ‐                        500                       500                       500                        PRINTER MAINTENANCE KITS ‐                        651                       1,500                    1,599                    (99)                        1,500                    1,500                     PLOTTER INK ‐                        324                       700                       420                       280                       750                       750                        PLOTTER PAPER ‐                        649                       600                       534                       66                         750                       750                        Total: General Supplies 4,553                   1,737                   3,300                   2,554                   746                      3,500                   3,500                   ‐                        SUPPLIES / FOOD/MEALS 57                         ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Supplies 4,610                   1,737                   3,300                   2,554                   746                      3,500                   3,500                   ‐                        Machinery & Equipment COMPUTER / SOFTWARE 120,959               50                         4,105                    2,083                    2,022                    4,000                    4,000                     COMPUTER / HARDWARE 63,420                  1,477                    26,011                  17,288                  8,723                    21,000                  21,000                   OTHER EQUIPMENT ‐                        ‐                         24 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Information Technology FY 2012 FY 2013 COMPUTER EQUIP&SUPPLIES 50,974                  7,878                    6,000                    2,790                    3,210                    4,000                    4,000                     DESKTOP PRINTERS ‐                        576                       1,122                    1,122                    0                            1,200                    1,200                     CITY PHONE SYSTEM ‐                        165                       1,000                    ‐                        1,000                    1,000                    1,000                     SCANNERS ‐                        ‐                        1,335                    1,335                    ‐                        ‐                        ‐                         CELL PHONES ‐                        918                       ‐                        ‐                        ‐                        ‐                        ‐                         Total: Other Equipment 50,974                 9,538                   9,457                   5,247                   4,210                   6,200                   6,200                   ‐                        Total: Machinery & Equipment 235,353              11,065                39,573                24,617                14,956                31,200                31,200                ‐                        Total: Information Technology 833,190               448,021               535,557               426,945               108,612               561,376               561,376               ‐                         25 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 129,250               148,108               151,290               113,396               37,894                  155,072               155,072                Total: Salaries & Wages 129,250              148,108              151,290              113,396              37,894                155,072              155,072              ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 6,717                    14,638                  20,285                  12,674                  7,611                    16,801                  16,801                   EMPLOYEE BENEFITS / 401A (SS MATCH)4,847                    5,554                    5,674                    4,252                    1,422                    5,815                    5,815                     EMPLOYEE BENEFITS / FICA MEDICARE 1,861                    2,052                    2,194                    1,572                    622                       2,249                    2,249                     401A 1% MATCH ‐                        ‐                        ‐                        ‐                        ‐                        1,551                    1,551                     PENSION (GMEBS)1,148                    2,354                    7,656                    5,602                    2,054                    3,541                    3,541                     TUITION REIMBURSEMENT ‐                        3,000                    3,000                    3,000                    ‐                        ‐                        ‐                         UNEMPLOYMENT INSURANCE 668                       61                         460                       67                         393                       68                         68                          WORKER'S COMPENSATION 37                         459                       821                       410                       411                       823                       823                        FLEXIBLE SPENDING 1,650                    ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Employee Benefits 16,928                28,119                40,090                27,578                12,512                30,848                30,848                ‐                        Purchased Professional and Technical Services ADMINISTRATIVE FEES FLEXIBLE SPENDING ADMIN.4,227                    4,534                    3,200                    3,430                    (230)                      3,200                    3,200                     ICMA RC FEES 2,750                    2,000                    3,000                    2,000                    1,000                    3,000                    3,000                     PAYROLL FEES 14,780                  15,529                  25,100                  18,233                  6,867                    33,921                  33,921                   ADP FOR HRIS ‐                        9,215                                         7,358 7,358                    0                                                       ‐                              ‐    Total: Administrative Fees 21,757                 31,278                 38,658                 31,021                 7,637                   40,121                 40,121                 ‐                        PROFESSIONAL FEES RANDOM DRUG SCREEN 170                       842                       1,200                    481                       719                       840                       840                        PRE‐EMPLOYMENT DRUG SCREEN 2,205                    770                       245                       100                       145                       ‐                        ‐                         POLICE POST‐OFFER PHYSICALS ‐                        540                       1,600                    735                       865                       1,800                    1,800                     FIRE POST‐OFFER PHYSICALS ‐                        2,790                    2,065                    1,200                    865                       2,400                    2,400                     OTHER 524                       7                            1,100                    998                       102                       1,000                    1,000                     Total: Professional Fees 2,899                   4,949                   6,210                   3,514                   2,696                   6,040                   6,040                   ‐                        CONTRACTED 26,934                  ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Purchased Professional and Technical Services 51,589                36,227                44,868                34,535                10,333                46,161                46,161                ‐                        Other Purchased Services COMMUNICATIONS 1,012                    715                       720                       605                       115                       732                       732                        Human Resources FY 2012 FY 2013 COMMUNICATIONS/POSTAGE ‐                        ‐                        30                         13                         17                         30                         30                          ADVERTISING 550                       150                       5,000                    880                       4,120                    1,000                    1,000                     TRAVEL GLGPA CONFERENCES 83                         363                       390                       ‐                        390                       765                       765                        SHRM CONFERENCES 765                       765                        GLGPA CONFERENCES 390                       390                        Total: Travel 83                         363                       390                       ‐                        390                       1,920                    1,920                    ‐                         DUES AND FEES SHRM 310                       ‐                        320                       360                       (40)                        320                       320                        IPMA 145                       ‐                        360                       145                       215                       360                       360                        GLGPA 100                       ‐                        100                       100                       ‐                        100                       100                        WORLD AT WORK ‐                        ‐                        350                       245                       105                       350                       350                        OTHER 20                         1,169                    ‐                        25                         (25)                        ‐                        ‐                         Total: Dues & Fees 575                       1,169                    1,130                    875                       255                       1,130                    1,130                    ‐                         EDUCATION & TRAINING 4,244                    ‐                         GLGPA CONFERENCE ‐                        653                       700                       ‐                        700                       700                       700                        EMPLOYEE TRAINING ‐                        2,620                    5,000                    2,780                    2,220                    5,000                    5,000                     EMPLOYEE WELLNESS ‐                        ‐                        5,000                    7,500                    7,500                     Total: Education & Training 4,244                   3,273                   10,700                 2,780                   2,920                   13,200                 13,200                 ‐                        Total: Other Purchased Services 6,464                   5,669                   17,970                5,153                   7,817                   18,012                18,012                ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 829                       78                         1,000                    410                       590                       1,000                    1,000                     5 YEAR PINS ‐                        ‐                        942                       942                       0                            1,800                    1,800                     Total: General Supplies 829                      78                         1,942                   1,352                   590                      2,800                   2,800                   ‐                        SUPPLIES / FOOD/MEALS 1,003                    480                       948                       565                       383                       1,000                    1,000                     Total: Supplies 1,832                   559                      2,890                   1,916                   974                      3,800                   3,800                   ‐                        Machinery & Equipment FURNITURE & FIXTURES ‐                        ‐                        315                       ‐                        315                       315                       315                        OTHER EQUIP/CELL PHONE REPLACEMENT 201                       ‐                        100                       52                         48                         100                       100                        Total: Machinery & Equipment 201                      ‐                       415                      52                        363                      415                      415                      ‐                        Total: Human Resources 206,264               218,681               257,523               182,631               69,892                 254,308               254,308               ‐                         26 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Insurance GENERAL LIABILITY 35,932                                    33,758 30,335                                    30,256 79                         36,195                  36,195                   LAW ENFORCEMENT LIABILITY 9,276                                         9,149 10,074                                    10,073 1                            11,897                  11,897                   PUBLIC OFFICIALS LIABILITY 66,599                                    58,659 62,161                                    62,161 0                            73,165                  73,165                   AUTOMOBILE LIABILITY 25,576                                    23,835 26,661                                    26,660 1                            32,015                  32,015                   PROPERTY & EQUIPMENT LIABILITY 4,303                                         3,884 3,853                                         3,852 1                            4,228                    4,228                     AUTO PHYSICAL DAMAGE 10,734                                    10,521 11,658                                    11,658 0                            13,466                  13,466                   BOILER & MACHINERY 798                                               739 748                                               748 0                            853                       853                        CLAIMS AND ADJUSTMENTS 14,446                                       6,122 29,828                                    20,000 9,828                    20,000                  20,000                   POLICE ANIMAL MORTALITY 1,310                                         1,156 1,004                                         1,003 1                            900                       900                        CRIME/FIDELITY 1,632                                         1,784 1,976                                         1,975 1                            2,296                    2,296                     POLLUTION ‐                                             9,430 13,202                                    13,202 ‐                        ‐                        ‐                         Total: Insurance 170,607              159,036              191,500              181,587              9,913                   195,015              195,015              ‐                        Total: Risk Management 170,607               159,036               191,500               181,587               9,913                    195,015               195,015               ‐                         Risk Management FY 2012 FY 2013 27 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Purchased Professional and Technical Services PROFESSIONAL FEES ‐                        36,662                  8,600                    8,600                    ‐                        ‐                        ‐                         CONTRACTED/MOWING AT FACILITIES ‐                        575                       ‐                        ‐                        ‐                        ‐                        ‐                         FACILITIES REPAIRS & MAINTENANCE ‐                        1,665                    15,000                  12,715                  2,286                    ‐                        ‐                         GROUNDS REPAIRS & MAINTENANCE ‐                        850                       2,500                    1,480                    1,020                    ‐                        ‐                         Total: Purchased Professional and Technical Services ‐                       39,752                26,100                22,795                3,305                   ‐                       ‐                       ‐                        Purchased‐Property Services RENTAL LAND & BUILDINGS 433,269               465,135               474,439               394,975               79,464                  321,422               321,422                Total: Purchased‐Property Services 433,269              465,135              474,439              394,975              79,464                321,422              321,422              ‐                        Other Purchased Services OTHER PURCHASED SERVICES 14,489                  32,586                  22,780                  15,005                  7,775                    22,780                  22,780                   Total: Other Purchased Services 14,489                32,586                22,780                15,005                7,775                   22,780                22,780                ‐                        Other Costs INTERGOVERNMENTAL ‐                        6,281                                         2,120 2,119                    1                                                 8,200                       8,200  Total: Other Costs ‐                       6,281                   2,120                   2,119                   1                           8,200                   8,200                   ‐                        Total: General Government Buildings 447,758               543,754               525,439               434,894               90,545                 352,402               352,402               ‐                         General Government Buildings FY 2012 FY 2013 28 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  6/27/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 45,923                                    61,114 62,423                                    46,788 15,635                  96,720                  96,720                   Total: Salaries & Wages 45,923                61,114                62,423                46,788                15,635                96,720                96,720                ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 1,038                                         7,011 7,846                                         4,485 3,361                    8,251                    8,251                     EMPLOYEE BENEFITS / 401A (SS MATCH)1,722                                         2,292 2,341                                         1,754 587                       3,627                    3,627                     EMPLOYEE BENEFITS / FICA MEDICARE 659                                               851 879                                               645 234                       1,402                    1,402                     401A 1% MATCH ‐                                                562 624                                               362 262                       667                       667                        PENSION (GMEBS)574                                            1,177 2,956                                         2,311 645                       3,541                    3,541                     UNEMPLOYMENT INSURANCE 223                                                 31                          230                            34 196                       68                         68                          WORKER'S COMPENSATION ‐                                                500 266                                               266 ‐                        823                       823                        Total: Employee Benefits 4,216                   12,423                15,142                9,858                   5,284                   18,379                18,379                ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES PHOTOGRAPHY 320                                               375 650                                               433 217                       2,000                    2,000                     WEBSITE DESIGN 11,280                                          345 700                                               460 240                       700                       700                        MOBILE SITE 52                                                    ‐   1,300                                         1,120 180                       ‐                        ‐                         Total: Professional Fees 11,652                 720                      2,650                   2,013                   637                      2,700                   2,700                   ‐                        CONTRACTED 133,764                                          ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         Total: Purchased Professional and Technical Services 145,416              720                      2,650                   2,013                   637                      2,700                   2,700                   ‐                        Other Purchased Services COMMUNICATIONS 1,029                                            594 960                                               355 605                       1,000                    1,000                     POSTAGE 3,733                                              28 ‐                                                   ‐   ‐                        ‐                        ‐                         ADVERTISING 1,295                                         1,386 2,250                                               ‐   2,250                    8,000                    8,000                     PRINTING 14,608                                             ‐   3,000                                         2,997 3                            13,000                  13,000                   TRAVEL 189                                               105 ‐                                                   ‐   ‐                        ‐                        ‐                         DUES & FEES PUBLIC RELATIONS SOCIETY OF AMERICA                            ‐                            320                          225 95                         ‐                        ‐                         AMERICAN MARKETING ASSOC                            ‐                            225                             ‐   225                       ‐                        ‐                         CITY/COUNTY OF GA MARKETING ASSOC                            ‐                            375                          375 ‐                        800                       800                        TECHNOLOGY ASSOC OF GEORGIA                            ‐                            245                          245 ‐                        ‐                        ‐                         NORTH FULTON BUSINESS EXPO ‐                                                   ‐                               ‐                               ‐   ‐                        1,500                    1,500                     Public Information & Marketing FY 2012 FY 2013 Total: Dues & Fees ‐                        ‐                       1,165                   845                      320                      2,300                   2,300                    ‐                        EDUCATION & TRAINING ‐                                             1,520                             ‐                               ‐   ‐                        2,000                    2,000                     MAINTENANCE CONTRACTS CONSTANT CONTACT 360                                               500 600                                               520 80                         600                       600                        WEBSITE MAINTENANCE ‐                                             1,750 1,750                                         1,750 ‐                        1,750                    1,750                     FLICKR 25                                                    ‐   ‐                                                   ‐   ‐                        25                         25                          Total: Maintenance Contracts 385                      2,250                   2,350                   2,270                   80                         2,375                   2,375                   ‐                        Total: Other Purchased Services 21,239                5,883                   9,725                   6,467                   3,258                   28,675                28,675                ‐                        Supplies SUPPLIES / GENERAL SUPPLIES ‐                                                  68 250                                               136 114                       250                       250                        PROMOTIONAL / PROMOTIONAL ITEMS ‐                                                   ‐   ‐                                                   ‐   ‐                        1,000                    1,000                     Total: Supplies ‐                       68                        250                      136                      114                      1,250                   1,250                   ‐                        Machinery & Equipment OTHER EQUIPMENT CAMERAS 1,062                                               ‐   720                                               443 277                       500                       500                        CELL PHONE 22                                                   50 ‐                                                  22 (22)                        ‐                        ‐                         Total: Other Equipment 1,085                   50                         720                      464                      256                      500                      500                      ‐                        Total: Machinery & Equipment 1,085                   50                        720                      464                      256                      500                      500                      ‐                        Total: Public Information & Marketing 217,878               80,257                 90,910                 65,726                 25,184                 148,224               148,224               ‐                         29 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 183,809               155,603               166,829               119,035               47,794                  173,371               173,371                OVERTIME 208                       ‐                        5,300                    5,636                    (336)                      5,600                    5,600                     STIPEND 4,616                    4,246                    4,800                    2,585                    2,215                    4,800                    4,800                     Total: Salaries & Wages 188,633              159,850              176,929              127,255              49,674                183,771              183,771              ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 9,769                    14,241                  20,023                  12,988                  7,035                    16,113                  16,113                   EMPLOYEE BENEFITS / 401A (SS MATCH)6,578                    5,842                    6,623                    4,512                    2,111                    6,712                    6,712                     EMPLOYEE BENEFITS / FICA MEDICARE 2,504                    2,251                    2,263                    1,688                    575                       2,594                    2,594                     401A 1% MATCH 48                         847                       977                       600                       377                       1,053                    1,053                     PENSION (GMEBS)1,148                    2,354                    4,344                    3,619                    725                       5,590                    5,590                     UNEMPLOYMENT INSURANCE 1,762                    228                       1,707                    163                       1,544                    221                       221                        WORKER'S COMPENSATION 516                       3,576                    3,773                    3,773                    (0)                          531                       531                        FLEXIBLE SPENDING 1,800                    ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Employee Benefits 24,125                29,339                39,710                27,342                12,368                32,814                32,814                ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES TRANSLATORS 6,338                    5,808                    6,500                    4,491                    2,009                    6,500                    6,500                     COURT APPOINTED ATTORNEY 6,607                    3,893                    6,000                    2,042                    3,959                    6,000                    6,000                     SUBSTITUTE JUDGES 600                       ‐                        717                       ‐                        717                       1,000                    1,000                     SUBSTITUTE SOLICITORS ‐                        ‐                        1,000                    300                       700                       1,000                    1,000                     OTHER 480                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Professional Fees 14,024                 9,702                   14,217                 6,833                   7,384                   14,500                 14,500                 ‐                        Total: Purchased Professional and Technical Services 14,024                9,702                   14,217                6,833                   7,384                   14,500                14,500                ‐                        Other Purchased Services COMMUNICATIONS 2,634                    783                       1,920                    630                       1,290                    1,422                    1,422                     GCIC ACCESS ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Communications 2,634                   783                      1,920                   630                      1,290                   1,422                   1,422                   ‐                        PRINTING 1,437                    1,842                                            500 62                         438                                               500                          500  TRAVEL 1,385                    1,934                     GCCA Conference (2)‐                        ‐                        900                       892                       8                            1,200                    1,200                     Municipal Court Clerk Annual Training ‐                        ‐                        178                       178                       0                            200                       200                        Municipal Court FY 2012 FY 2013 GCIC TAC Conference 700                        ‐                        700                       700                       700                        Total: Travel 1,385                   1,934                   1,778                   1,070                   708                      2,100                   2,100                   ‐                        DUES AND FEES 310                       210                        GCCA ‐                        ‐                        75                         ‐                        75                         75                         75                          Municipal Court Clerk ‐                        ‐                        35                         ‐                        35                         35                         35                          Total: Dues and Fees 310                      210                      110                      ‐                       110                      110                      110                      ‐                        EDUCATION & TRAINING ‐                         GCCA CONFERENCE 200                       400                       400                       505                       (105)                      400                       400                        COURT CLERK ASSOC ‐                        150                       150                       150                       ‐                        150                       150                        JUDGES TRAINING 325                       225                       450                       450                       ‐                        450                       450                        MSU CERTIFICATE ‐                        432                       220                       146                       74                         200                       200                        GCIC TAC Conference ‐                        ‐                        105                       ‐                        105                       105                       105                        Total: Education & Training 525                      1,207                   1,325                   1,251                   74                         1,305                   1,305                   ‐                        MAINTENANCE CONTRACTS MAINT CONTRACTS/ONLINE PYMT SYSTEM 239                       239                       240                       180                       60                         240                       240                        MAINT CONTRACTS/PANIC BUTTON ‐                        264                       400                       297                       103                       400                       400                        GSCCCA 30                         ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Maintenance Contracts 269                      503                      640                      476                      164                      640                      640                      ‐                        Total: Other Purchased Services 6,560                   6,480                   6,273                   3,489                   2,784                   6,077                   6,077                   ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 241                       445                       250                       280                       (30)                        300                       300                        SUPPLIES / BOOKS AND PERIODICALS 155                       199                       75                         ‐                        75                         150                       150                        SUPPLIES / UNIFORMS 172                       ‐                        ‐                        ‐                        ‐                        100                       100                        Total: Supplies 568                      643                      325                      280                      45                        550                      550                      ‐                        Machinery & Equipment FURNITURE & FIXTURES 1,157                    632                       ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT ‐                        617                       ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT / CELL PHONES 186                       ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: Other Equipment 186                      617                      ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        Total: Machinery & Equipment 1,343                   1,248                   ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        Total: Municipal Court 235,252               207,261               237,454               165,199               72,255                 237,712               237,712               ‐                         30 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 1,341,737                         1,413,165 1,584,698                         1,131,167 453,531               1,695,578            1,695,578             SALARIES AND WAGES / OVERTIME 51,818                                    46,718 41,331                                    45,338 (4,007)                  52,000                  52,000                   SALARIES AND WAGES / RESTRICTED ON‐CALL PAY 2,700                                               ‐   2,700                    8,900                    8,900                     SALARIES AND WAGES / HOLIDAY PAY 50,570                                    65,901 66,340                                    61,143 5,197                    80,000                  80,000                   Total: Salaries & Wages 1,444,125           1,525,784           1,695,069           1,237,649           457,420              1,836,478           1,836,478           ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 176,827                               194,806 256,458                               154,793 101,665               279,647               279,647                EMPLOYEE BENEFITS / 401A (SS MATCH)54,155                                    57,396 61,954                                    46,718 15,236                  63,585                  63,585                   EMPLOYEE BENEFITS / FICA MEDICARE 21,065                                    21,140 23,955                                    17,268 6,687                    24,587                  24,587                   401A 1% MATCH 9,419                                      10,465 16,313                                       7,084 9,229                    16,749                  16,749                   PENSION (GMEBS)32,505                                    37,665 82,512                                    60,399 22,114                  88,933                  88,933                   TUITION REIMBURSEMENT 10,682                                       1,798 3,000                                         1,174 1,826                    3,000                    3,000                     UNEMPLOYMENT INSURANCE 6,904                                         1,019 8,280                                         1,244 7,036                    1,224                    1,224                     WORKER'S COMPENSATION 86,753                                    93,497 59,558                                    59,558 0                            67,435                  67,435                   FLEXIBLE SPENDING 13,800                                    10,800 5,800                                         5,800 ‐                        ‐                        ‐                         Total: Employee Benefits 412,110              428,587              517,830              354,037              163,793              545,160              545,160              ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES 296                                            1,945 1,500                                            116 1,384                    1,500                    1,500                     LASER & RADAR RECERTIFICATION 926                                            1,105 1,100                                            685 415                       1,100                    1,100                     K‐9 2,102                                         4,262 2,250                                         1,304 946                       2,250                    2,250                     NEW EMPLOYEES 26                                                    ‐   750                                                  ‐   750                       750                       750                        GRAPHICS FOR PATROL CARS 4,000                                         1,200 1,400                                            365 1,035                    1,400                    1,400                     INMATE MEDICAL SERVICES 3,251                                         3,938 40,000                                    30,356 9,644                    40,000                  40,000                   TAG & TITLE APPLICATIONS 372                                               612 600                                               395 205                       600                       600                        RECRUITMENT TESTING‐POLYGRAPH 600                                            1,100 1,400                                         1,450 (50)                        1,500                    1,500                     RECRUITMENT TESTING ‐ PYSCH 2,712                                         2,400 4,000                                         2,800 1,200                    3,600                    3,600                     WRITTEN ENTRY LEVEL TEST 855                                               505 900                                            1,010 (110)                      1,000                    1,000                     PROMOTION EXAMINATIONS ‐                                                495                          537                          537 0                                                 1,000                       1,000  EMPLOYMENT BACKGROUND CHECKS 2,062                                            727 1,363                                            802 561                       1,500                    1,500                     IACP NET YEARLY FEES ‐                                                800 800                                               800 ‐                        800                       800                        HEALTH & WELLNESS PROGRAM ‐                                             6,750 8,160                                         8,160 ‐                        9,000                    9,000                     Police FY 2012 FY 2013 Total: Professional Fees 17,201                 25,839                 64,760                 48,779                 15,981                 66,000                 66,000                  ‐                        PROFESSIONAL FEES / INVESTIGATIONS INVESTIGATIVE DATABASE SUB ‐                                                   ‐   ‐                                                   ‐   ‐                        2,200                    2,200                     OTHER INVESTIGATIVE FEES 358                                               443 1,500                                         1,058 442                       1,500                    1,500                     Total: Professional Fees/Investigations 358                      443                      1,500                   1,058                   442                      3,700                   3,700                   ‐                        EQUIPMENT REPAIR & MAINT 556                                               381 700                                               202 499                       700                       700                        EQUIPMENT  R&M/MOTOROLA RADIOS ‐                                                845 1,000                                            123 877                       1,000                    1,000                     Total: Equipment Repair & Maintenance 556                      1,227                   1,700                   325                      1,376                   1,700                   1,700                   ‐                        VEHICLE REPAIR & MAINT 61,311                                    64,048 100,000                                 80,584 19,416                  90,000                  90,000                   RENTAL LAND & BUILDINGS: Range fees ‐                                                400 6,680                                         5,040 1,640                    6,680                    6,680                     Total: Purchased Professional and Technical Services 79,425                91,957                174,640              135,786              38,854                168,080              168,080              ‐                        Other Purchased Services COMMUNICATIONS 22,147                                    21,562 39,543                                    23,297 16,246                  30,180                  30,180                   POSTAGE 69                                                 307 300                                                 63 237                       300                       300                        PRINTING CITATIONS, FORMS & DOCUMENTS 2,611                                         1,701 2,500                                         1,441 1,059                    2,500                    2,500                     BUSINESS CARDS 682                                            1,073 1,400                                         1,000 400                       1,400                    1,400                     Total: Printing 3,293                   2,774                   3,900                   2,441                   1,459                   3,900                   3,900                   ‐                        TRAVEL 3,656                                         5,177 733                                               733 (0)                          2,335                    2,335                     CRUISE CARDS 543                                               405 300                                               250 50                         300                       300                        IACP CONFERENCE                            ‐   1,175                                            135 1,040                    2,300                    2,300                     CALEA CONFERENCE                            ‐   1,500                                            864 636                       2,900                    2,900                     UPD                            ‐   1,000                                            965 35                         1,500                    1,500                     K‐9                            ‐   300                                                  ‐   300                       300                       300                        SWAT                            ‐   1,200                                               ‐   1,200                    1,200                    1,200                     RECORDS CLERK CONFERENCE                            ‐   650                                               113 537                       700                       700                        GACP CONFERENCE                            ‐   500                                                  ‐   500                       886                       886                        GPSTC                            ‐   700                                               345 355                       700                       700                        CID TRAVEL 1,000                    1,000                     Total: Travel 4,198                   5,582                   8,058                   3,406                   4,652                   14,121                 14,121                 ‐                        DUES AND FEES 494                                            3,124 500                                               470 30                         600                       600                        GEORGIA POLICE ACCREDITATION COALITION 50                                                   50 75                                                   75 ‐                        75                         75                          GEORGIA ASSN OF CHIEFS OF POLICE 100                                               725 620                                               620 ‐                        700                       700                        31 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Police FY 2012 FY 2013 INTERNATIONAL ASSN OF CHIEFS OF POLICE 240                                               360 360                                               240 120                       480                       480                        POST FEES ‐                                                  60 250                                                 43 207                       250                       250                        ACCREDITATION FEES ‐                                                   ‐   3,065                                               ‐   3,065                    3,065                    3,065                     IALEFI 55                                                    ‐   60                                                   55 5                            55                         55                          CID CONFIDENTIAL FUNDS ‐                                                   ‐   ‐                                                   ‐   ‐                        500                       500                        Total: Dues and Fees 939                      4,319                   4,930                   1,503                   3,427                   5,725                   5,725                   ‐                        EDUCATION & TRAINING 10,781                                             ‐   805                                               805 ‐                        1,000                    1,000                     PROFESSIONAL DEVELOPMENT  UPD ‐                                                913 750                                               765 (15)                        1,000                    1,000                     GACP CONFERENCE ‐                                                350 350                                               365 (15)                        365                       365                        RECORDS CLERK CONFERENCE ‐                                                   ‐   500                                               500 ‐                        550                       550                        ADMINISTRATIVE ASSISTANT CON.‐                                                   ‐   ‐                                                   ‐   ‐                        225                       225                        CRIMINAL INVESTIGATIONS ‐                                                   ‐   500                                               545 (45)                        2,000                    2,000                     CANINE TRAINING ‐                                                200 200                                               175 25                         200                       200                        NCGLEA ‐                                             5,960 3,200                                         3,200 ‐                        6,400                    6,400                     IACP CONFERENCE ‐                                                495 350                                                  ‐   350                       350                       350                        SWAT ‐                                                   ‐   800                                                  ‐   800                       1,000                    1,000                     PROFESSIONAL MANAGEMENT PROGRAM                            ‐   2,500                                            948 1,552                    2,500                    2,500                     CALEA CONFERENCE ‐                                                   ‐   675                                               675 ‐                        1,350                    1,350                     Total: Education & Training 10,781                 7,918                   10,630                 7,978                   2,652                   16,940                 16,940                 ‐                        MAINTENANCE CONTRACTS 7,256                                               ‐    INMATE SERVICES ‐                                                   ‐   5,000                                               ‐   5,000                    5,000                    5,000                     PROPERTY & EVIDENCE IGA 59,400                                    54,417 65,200                                    48,428 16,772                  65,200                  65,200                   800 MHZ FEES TO FULTON CTY 8,974                                         7,993 10,819                                    10,819 0                            11,200                  11,200                   INNOVATIVE DATA SOLUTIONS 4,528                                         6,528 4,200                                         2,860 1,340                    4,200                    4,200                     ANIMAL CONTROL ‐ FULTON CO 21,948                                    19,976 22,000                                    16,134 5,866                    23,907                  23,907                   CHOICEPOINT/CLEAR 2,356                                         2,354 3,300                                         2,552 748                       3,500                    3,500                     CRIME REPORTS ‐                                             4,663 4,700                                         3,576 1,124                    4,700                    4,700                     POLICE IGA W/FULTON CO 44,647                                             ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         AMERICAN LAW ENFORCEMENT NETWORK 9,549                                               ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         CELLEBRITE SYS ‐                                                   ‐   3,000                                         2,999 1                            3,000                    3,000                     Total: Maintenance Contracts 158,658              95,931                 118,219              87,368                 30,851                 120,707              120,707              ‐                        Total: Other Purchased Services 200,085              138,393              185,580              126,056              59,524                191,873              191,873              ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 5,790                                         6,990 12,222                                    10,856 1,366                    12,000                  12,000                   AMMUNITION 4,844                                         4,920 5,000                                         3,989 1,011                    11,620                  11,620                   K‐987                                                 125 317                                               442 (125)                      400                       400                        NEW EMPLOYEES ‐                                             1,518 2,283                                         2,283 0                            2,400                    2,400                     RANGE SUPPLIES 892                                               288 2,875                                         1,986 889                       1,000                    1,000                     FIRST AID KITS 1,109                                            505 400                                                  ‐   400                       400                       400                        ALCO SENSOR MOUTH PIECES 130                                                  ‐   200                                                  ‐   200                       200                       200                        ID CARDS AND SETUP FEE 180                                               372 400                                               137 263                       400                       400                        Total: General Supplies 13,031                 14,718                 23,697                 19,691                 4,006                   28,420                 28,420                 ‐                        SUPPLIES / GASOLINE/DIESEL 92,631                                  129,644 142,000                               116,654 25,346                  142,000               142,000                SUPPLIES / FOOD/MEALS 380                                                 34 200                                                 35 165                       200                       200                        BOOK & PERIODICALS/EDUCATION & REFERENCE ‐                                                269 200                                                 54 146                       200                       200                        SUPPLIES / UNIFORMS 29,052                                    20,380 35,912                                    33,353 2,559                    35,000                  35,000                   AWARDS AND RECOGNITION ‐                                                670 1,700                                         1,352 348                       1,700                    1,700                     BODY ARMOR 1,780                    1,780                     Total: Supplies/Uniforms 29,052                 21,050                 37,612                 34,704                 2,908                   38,480                 38,480                 ‐                        Total: Supplies 135,094              165,715              203,709              171,139              32,570                209,300              209,300              ‐                        Machinery & Equipment FURNITURE & FIXTURES 1,237                                            646 1,000                                            494 506                       1,000                    1,000                     COMPUTER / SOFTWARE 4,000                                               ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         OTHER EQUIPMENT 14,582                                       5,747 4,500                                         4,328 172                       5,800                    5,800                     CRIME PREVENTION MATERIALS ‐                                             3,164 3,000                                         2,668 332                       5,000                    5,000                     ICOP STORAGE ‐                                             1,053 2,350                                              80 2,270                    1,000                    1,000                     TRAINING AIDS ‐                                                   ‐   100                                                  ‐   100                       100                       100                        FIRE EXTINGUISHERS ‐                                                  13 100                                                  ‐   100                       100                       100                        CELL PHONES 90                                                 197 500                                               263 237                       500                       500                        WEAPONRY 3,810                                         4,640 3,000                                               ‐   3,000                    4,300                    4,300                     CAMERAS 253                                         51,331 70,799                                    68,639 2,160                    6,500                    6,500                     MOTOROLA RADIOS 31,043                                       3,874 14,884                                    14,375 509                       9,000                    9,000                     HARDWARE 10,603                                             ‐   ‐                                                   ‐   ‐                        ‐                         TICKET PRINTERS ‐                                                   ‐   ‐                                                   ‐   ‐                        4,520                    4,520                     OTHER 12,052                                             ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         32 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Police FY 2012 FY 2013 Total: Other Equipment 72,433                 70,019                 99,233                 90,353                 8,880                   36,820                 36,820                 ‐                        OTHER EQUIPMENT/INVESTIGATIONS CRIME SCENE KITS‐UPD ‐                                                   ‐   1,500                                            226 1,274                    1,500                    1,500                     CRIME SCENE EQUIP ‐CID ‐                                             1,406 1,000                                            965 35                         1,000                    1,000                     CELLEBRITE SYS ‐                                             8,085 ‐                                                   ‐   ‐                        ‐                        ‐                         SURVEILLANCE EQUIP ‐                                                995 ‐                                                   ‐   ‐                        ‐                        ‐                         LANGUAGE LINE ‐                                                   ‐   150                                                  ‐   150                       150                       150                        TRAFFIC ACC. INVEST.‐                                                508 500                                                  ‐   500                       500                       500                        Total: Other Equipment/Investigations ‐                       10,994                 3,150                   1,192                   1,958                   3,150                   3,150                   ‐                        Total: Machinery & Equipment 77,671                81,660                103,383              92,038                11,345                40,970                40,970                ‐                        Total: Police 2,348,510            2,432,095            2,880,211            2,116,705            763,506               2,991,861            2,991,861            ‐                         33 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 2,410,000            2,486,931            2,637,133            1,947,783            689,350               2,754,783            2,754,783             SALARIES AND WAGES / OVERTIME 46,602                  56,422                  48,000                  32,539                  15,461                  48,000                  48,000                   SALARIES AND WAGES / HOLIDAY PAY 87,171                  107,129               107,510               72,557                  34,953                  107,510               107,510                Total: Salaries & Wages 2,543,773           2,650,482           2,792,643           2,052,878           739,765              2,910,293           2,910,293           ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 365,645               370,289               379,767               263,968               115,799               442,868               442,868                EMPLOYEE BENEFITS / 401A (SS MATCH)95,346                  99,388                  98,892                  76,938                  21,954                  103,308               103,308                EMPLOYEE BENEFITS / FICA MEDICARE 38,508                  36,809                  39,955                  28,144                  11,811                  39,942                  39,942                   401A 1% MATCH 22,700                  24,401                  27,557                  16,871                  10,686                  28,793                  28,793                   PENSION (GMEBS)58,376                  70,490                  133,439               99,399                  34,040                  146,279               146,279                TUITION REIMBURSEMENT 1,000                    5,100                    6,000                    4,077                    1,923                    10,000                  10,000                   UNEMPLOYMENT INSURANCE 12,049                  2,245                    12,651                  1,925                    10,726                  1,870                    1,870                     WORKER'S COMPENSATION 116,081               119,875               69,463                  69,463                  (0)                          72,763                  72,763                   FLEXIBLE SPENDING 26,197                  27,621                  24,000                  23,990                  10                         ‐                        ‐                         Total: Employee Benefits 735,902              756,219              791,724              584,776              206,948              845,823              845,823              ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES 7,653                    110                        HEALTH & WELLNESS PROGRAM ‐                        15,723                  20,000                  14,576                  5,424                    16,000                  16,000                   TLAER TRAINING INSTRUCTOR ‐                        170                       ‐                        ‐                        ‐                        ‐                        ‐                         MEDICAL DIRECTION 31,784                  27,530                  20,000                  15,000                  5,000                    20,000                  20,000                   BIO HAZARD WASTE DISPOSAL ‐                        ‐                        1,440                    ‐                        1,440                    1,300                    1,300                     FIRE ACCREDITATION ‐                        ‐                        525                       525                       ‐                        ‐                        ‐                         Total: Professional Fees 39,437                 43,533                 41,965                 30,101                 11,864                 37,300                 37,300                 ‐                        GARBAGE PICKUP ‐                        4,699                    4,900                    3,769                    1,131                    5,200                    5,200                     EQUIPMENT REPAIR & MAINT 55,140                  ‐                         STATION EQUIPMENT  R & M ‐                        11,406                  15,000                  8,716                    6,284                    17,235                  17,235                   BREATHING APPARATUS TESTING/REPAIR ‐                        6,417                    7,000                    4,631                    2,369                    4,850                    4,850                     INSPECT/REPAIR HYD. RESCUE TOOLS 2,591                    2,707                    6,000                    533                       5,467                    6,000                    6,000                     APPARATUS R&M INCLUDING PUMP TEST ‐                        39,344                  52,000                  22,563                  29,437                  55,000                  55,000                   APPARATUS EMERGENCY REPAIRS ‐                        13,865                  45,000                  21,326                  23,674                  46,000                  46,000                   GAS DETECTOR REPAIR ‐                        648                       4,200                    711                       3,489                    4,651                    4,651                     Fire FY 2012 FY 2013 NOZZLES, VALVES, APPLIANCES, HOSE ‐                        439                                            5,432 885                       4,547                                      10,000                    10,000  ANNUAL HYDRANT MAINTENANCE ‐                        827                       3,200                    433                       2,767                    3,284                    3,284                     LADDER TESTING ‐                        1,498                    1,300                    ‐                        1,300                    1,500                    1,500                     THERMAL IMAGING CAMERA MAINTENANCE ‐                        ‐                        3,000                    ‐                        3,000                    3,000                    3,000                     Total: Equipment Repair & Maintenance 57,731                 77,151                 142,132              59,797                 82,335                 151,520              151,520              ‐                        FACILITY REPAIR & MAINT 17,006                  ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         VEHICLE REPAIR & MAINT 996                       3,150                    4,500                    1,391                    3,109                    8,780                    8,780                     GROUNDS REPAIR & MAINT 4,019                    ‐                        3,500                    130                       3,370                    6,000                    6,000                     Total: Purchased Professional and Technical Services 119,189              128,533              196,997              95,187                101,810              208,800              208,800              ‐                        Purchased‐Property Services RENTAL LAND & BUILDINGS ‐                        ‐                        ‐                        ‐                        ‐                        2,000                    2,000                     STATION 43 LEASE 78,809                  96,694                  230,278               230,277               1                            222,457               222,457                Total: Rental Land & Buildings 78,809                 96,694                 230,278              230,277              1                           224,457              224,457              ‐                        RENTAL EQUIP & VEHICLES 101                       ‐                        500                       ‐                        500                       500                       500                        Total: Purchased‐Property Services 78,910                96,694                230,778              230,277              501                      224,957              224,957              ‐                        Other Purchased Services COMMUNICATIONS 22,347                  12,575                  14,000                  11,084                  2,916                    15,000                  15,000                   POSTAGE ‐                        93                         50                         ‐                        50                         50                         50                          PRINTING ‐                        46                         50                         31                         19                         50                         50                          TRAVEL 876                       2,340                    5,880                    1,407                    4,473                    7,910                    7,910                     DUES AND FEES 1,985                    ‐                        14                         36                         (22)                        ‐                        ‐                         PROFESSIONAL LICENSE RENEWALS ‐                        3,631                    4,500                    4,922                    (422)                      3,288                    3,288                     SUBSCRIPTIONS ‐                        250                       300                       64                         236                       300                       300                        Total: Dues & Fees 1,985                   3,881                   4,814                   5,022                   (208)                     3,588                   3,588                   ‐                        EDUCATION & TRAINING 9,381                    128                       1,000                    940                       60                         4,300                    4,300                     PROFESSIONAL DEVELOPMENT ‐                        3,789                    4,200                    2,300                    1,900                    7,650                    7,650                     CONTRACT‐ANNUAL EMT/PM TRAIN.‐                        ‐                        3,000                    ‐                        3,000                    3,000                    3,000                     MGMT PROFESSIONAL DEV ‐                        1,300                    4,850                    1,215                    3,635                    6,775                    6,775                     Total: Education & Training 9,381                   5,217                   13,050                 4,455                   8,595                   21,725                 21,725                 ‐                        MAINTENANCE CONTRACTS 3,896                    ‐                         800 MHZ FEES TO FULTON COUNTY 4,487                    3,786                    5,025                    5,016                    9                            7,000                    7,000                     PEST CONTROL ‐ FIRE STATIONS 755                       1,568                    2,600                    1,283                    1,318                    2,800                    2,800                     FIRE EXTINGUISHER INSPECT.‐                        489                       1,100                    858                       242                       1,000                    1,000                     34 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Fire FY 2012 FY 2013 CODE RED MAINTENANCE 3,000                     ‐                        3,000                    12,000                  12,000                   LIFEPAK MAINTENANCE 3,800                    3,800                     Total: Maintenance Contracts 9,138                   5,843                   11,725                 7,157                   4,568                   26,600                 26,600                 ‐                        Total: Other Purchased Services 43,727                29,995                49,569                29,156                20,413                74,923                74,923                ‐                        Supplies SUPPLIES / GENERAL SUPPLIES/SUPPRESSION 29,310                  10,328                  18,000                  11,034                  6,966                    18,400                  18,400                   OXYGEN REFILLS ‐                        938                       1,100                    688                       412                       1,100                    1,100                     MEDICAL SUPPLIES ‐                        11,148                  15,600                  14,590                  1,010                    21,600                  21,600                   Total: General Supplies/Suppression 29,310                 22,414                 34,700                 26,312                 8,388                   41,100                 41,100                 ‐                        SUPPLIES/GENERAL SUPPLIES/PREVENTION 3,165                    ‐                        43                         43                         (0)                          500                       500                        ARSON INVESTIGATION EQ ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         PREVENT. & EDU MAT.‐                        1,637                    1,500                    444                       1,056                    1,500                    1,500                     HEART READY CITY PGR ‐                        1,313                    1,300                    190                       1,110                    1,000                    1,000                     HYDRANT MARKER SYSTEM ‐                        9,565                    ‐                        ‐                        ‐                        ‐                        ‐                         HYDRANT FLOW TEST KIT ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Total: General Supplies/Prevention 3,165                   12,514                 2,843                   677                      2,166                   3,000                   3,000                   ‐                        SUPPLIES / WATER / SEWAGE 5,672                    1,902                    2,400                    1,573                    827                       2,400                    2,400                     SUPPLIES / NATURAL GAS 13,800                  11,816                  16,000                  9,124                    6,876                    14,000                  14,000                   SUPPLIES / ELECTRICITY 23,170                  23,960                  25,000                  18,495                  6,505                    25,000                  25,000                   SUPPLIES / GASOLINE/DIESEL 41,418                  62,087                  70,000                  40,253                  29,747                  65,000                  65,000                   SUPPLIES / FOOD/MEALS 369                       361                       200                       223                       (23)                        500                       500                        BOOKS & PERIODICALS/TRAINING MATERIALS ‐                        162                       500                       85                         415                       1,500                    1,500                     SUPPLIES / TELECOMMUNICATIONS 1,998                    3,774                    4,500                    2,437                    2,063                    4,000                    4,000                     SUPPLIES / UNIFORMS UNIFORMS/FIRE STANDARD UNIFORMS 11,923                  19,906                  15,415                  14,576                  839                       46,470                  46,470                   UNIFORMS/TURN OUT GEAR 27,200                  25,713                  39,000                  24,341                  14,659                  54,775                  54,775                   UNIFORMS/CLASS A UNIFORMS ‐                        3,425                    ‐                        ‐                        ‐                        9,000                    9,000                     Total: Uniforms 39,122                 49,043                 54,415                 38,917                 15,498                 110,245              110,245              ‐                        Total: Supplies 158,026              188,033              210,558              138,097              72,461                266,745              266,745              ‐                        Machinery & Equipment MACHINERY & EQUIPMENT / MACHINERY ‐                        ‐                        500                       240                       260                       500                       500                        FURNITURE & FIXTURES / PREVENTION 3,590                    590                       1,000                    ‐                        1,000                    5,200                    5,200                     COMPUTER / SOFTWARE 778                       4,000                     ‐                         ‐                         ‐                         ‐                         ‐                         OTHER EQUIPMENT 38,650                  ‐                        3,074                    3,073                    1                            ‐                        ‐                         SMALL EQUIPMENT ‐                        68,792                  7,800                    3,709                    4,091                    7,500                    7,500                     EMS TRAINING AIDS ‐                        860                       ‐                        ‐                        ‐                        ‐                        ‐                         RADIO CHARGERS & SPARE BATTERIES ‐                        3,662                    3,400                    817                       2,583                    2,726                    2,726                     CELL PHONES 829                       1,559                    1,400                    110                       1,290                    500                       500                        MOTOROLA RADIOS 2,346                    ‐                        ‐                        ‐                        ‐                        7,100                    7,100                     Total: Other Equipment 41,825                 74,874                 15,674                 7,710                   7,964                   17,826                 17,826                 ‐                        Total: Machinery & Equipment 46,193                79,464                17,174                7,950                   9,224                   23,526                23,526                ‐                        Total: Fire 3,725,719            3,929,420            4,289,443            3,138,321            1,151,122            4,555,067            4,555,067            ‐                         35 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Other Purchased Services MAINTENANCE CONTRACTS 132,250               132,250               140,988               110,208               30,780                  132,250               132,250                Total: Other Purchased Services 132,250              132,250              140,988              110,208              30,780                132,250              132,250              ‐                        Total: EMS Operations 132,250               132,250               140,988               110,208               30,780                 132,250               132,250               ‐                         EMS Operations FY 2012 FY 2013 36 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 216,557                               348,300 462,703                               332,764 129,939               469,899               469,899                Total: Salaries & Wages 216,557              348,300              462,703              332,764              129,939              469,899              469,899              ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 25,428                                    31,133 32,819                                    29,267 3,552                    50,041                  50,041                   EMPLOYEE BENEFITS / 401A (SS MATCH)8,121                                      13,061 17,608                                    12,479 5,129                    17,621                  17,621                   EMPLOYEE BENEFITS / FICA MEDICARE 3,044                                         4,911 6,809                                         4,626 2,183                    6,814                    6,814                     401A 1% MATCH ‐                                             2,219 4,424                                         1,611 2,813                    4,411                    4,411                     PENSION (GMEBS)2,296                                         4,708 22,385                                    16,380 6,005                    23,424                  23,424                   UNEMPLOYMENT INSURANCE 1,034                                            200 1,840                                            240 1,600                    272                       272                        WORKER'S COMPENSATION ‐                                          19,079 38,033                                    38,033 ‐                        20,448                  20,448                   FLEXIBLE SPENDING 1,800                                         3,600 2,400                                         2,400 ‐                        ‐                        ‐                         Total: Employee Benefits 41,724                78,911                126,318              105,036              21,282                123,031              123,031              ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES 48,763                                             ‐    BULKY TRASH DAY 2,084                                         1,280 3,600                                            675 2,925                    3,600                    3,600                     ENGINEERING & SURVEYING SERVICES ‐                                         10,836 11,500                                      4,715 6,785                    7,500                    7,500                     Total: Professional Fees 50,847                 12,116                 15,100                 5,390                   9,710                   11,100                 11,100                 ‐                        CONTRACTED 983,965                                          ‐    LOWE ENGINEERING ‐                                          46,125 ‐                                                   ‐   ‐                        ‐                        ‐                         OVERHEAD TRIMMING & GRAVEL RD ‐                                                   ‐   20,000                                             ‐   20,000                  20,000                  20,000                   Total: Professional Fees/Contracted 983,965              46,125                 20,000                 ‐                       20,000                 20,000                 20,000                 ‐                        EQUIPMENT REPAIR & MAINT 2,651                                               ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         VEHICLE REPAIR & MAINT 1,849                                         1,116 2,250                                         1,475 775                       3,650                    3,650                     GROUNDS REPAIR & MAINT 803                                                  ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         ROAD REPAIRS & MAINT 33,930                                             ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         Total: Purchased Professional and Technical Services 1,074,045           59,357                37,350                6,866                   30,484                34,750                34,750                ‐                        Other Purchased Services COMMUNICATIONS 2,247                                         2,763 2,880                                         2,341 539                       3,945                    3,945                     POSTAGE ‐                                                   ‐   ‐                                                  13 (13)                        ‐                        ‐                         ADVERTISING 297                                               207 ‐                                                  95 (95)                        250                       250                        OTHER PURCHASED SERVICES: Guardrail Repair 4,895                                      12,509 7,500                                         3,610 3,890                    7,500                    7,500                     3 Public Works FY 2012 FY 2013 PRINTING 62                                                 31 100                                               ‐   100                      100                       100                      TRAVEL 911                                               726                       1,284                          100 1,184                    2,540                    2,540                     DUES AND FEES 314                                                  ‐   192                                               192 ‐                        ‐                        ‐                         PE LICENSE ‐                                                  50 ‐                                                   ‐   ‐                        150                       150                        APWA ‐                                                141                          145                          145 ‐                        1,581                    1,581                     IMSA ‐                                                140 160                                               160 ‐                        160                       160                        ASHE                            ‐                              50                             ‐   50                         50                         50                          ITE                            ‐                               ‐                               ‐   ‐                        225                       225                        Total: Dues & Fees 314                      331                      547                      497                      50                         2,166                   2,166                   ‐                        EDUCATION & TRAINING 1,535                                               ‐   1,500                                            565 935                        FULL DEPTH RECLAMATION SEMINAR ‐                                                250 ‐                                                   ‐   ‐                        ‐                        ‐                         APWA ‐                                                535 790                                               770 20                         790                       790                        LEVEL II SIGNING & MARKING ‐                                                   ‐   550                                                  ‐   550                       600                       600                        NHIA ‐                                                   ‐   ‐                                                   ‐   ‐                        350                       350                        CONTINUING EDUCATION ‐                                                605 ‐                                                   ‐   ‐                        1,000                    1,000                     ASHE TECHNICAL SEMINAR                            ‐   45                                                   45 ‐                        50                         50                          ITE TECHNICAL SEMINAR                            ‐   ‐                                                   ‐   ‐                        225                       225                        GA TRANSPORTATION SUMMIT                            ‐   ‐                                                   ‐   ‐                        100                       100                        STORMWATER CERTIFICATION TRAINING                            ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         APWA IN‐HOUSE TRAINING                            ‐   ‐                                                   ‐   ‐                        350                       350                        CRYSTAL REPORT                            ‐   ‐                                                   ‐   ‐                        500                       500                        INTRODUCTION TO GIS TRAINING 1,010                    1,010                     Total: Education & Training 1,535                   1,390                   2,885                   1,380                   1,505                   4,975                   4,975                   ‐                        MAINTENANCE CONTRACTS 800 MHZ FEES ‐                                                   ‐   474                                               388 86                         500                       500                        Total: Maintenance Contracts ‐                       ‐                       474                      388                      86                         500                      500                      ‐                        Total: Other Purchased Services 10,261                17,957                15,670                8,424                   7,246                   21,976                21,976                ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 3,215                                            790 1,500                                            218 1,282                    1,500                    1,500                     ADOPT‐A‐ROAD/STREAMSIDE CLEANUP ‐                                                429 805                                                  ‐   805                       1,000                    1,000                     Total: General Supplies 3,215                   1,218                   2,305                   214                      2,087                   2,500                   2,500                   ‐                        SUPPLIES / ELECTRICITY 302,763                               307,939 315,300                               236,195 79,105                  387,300               387,300                SUPPLIES / GASOLINE/DIESEL 6,388                                         6,936 27,250                                       8,462 18,788                  27,250                  27,250                   37 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Public Works FY 2012 FY 2013 SUPPLIES / FOOD/MEALS 101                                               451 345                                               345 0                            400                       400                        SUPPLIES / UNIFORMS 1,287                                            740 1,000                                            485 515                       1,200                    1,200                     Total: Supplies 313,754              317,284              346,200              245,705              100,495              418,650              418,650              ‐                        Infrastructure INFRASTRUCTURE/OPTECH RWM ‐                                        441,722 448,050                               298,257 149,793               461,492               461,492                INFRASTRUCTURE/SIGNAL ALLOWANCE ‐                                             2,873 25,000                                    41,390 (16,390)                12,285                  12,285                   INFRASTRUCTURE/EMERGENCY SERVICES ALLOWANCE ‐                                             9,975 10,000                                             ‐   10,000                  11,800                  11,800                   INFRASTRUCTURE/MATERIALS ALLOWANCE ‐                                          12,323 20,000                                       2,859 17,141                  27,500                  27,500                   INFRASTRUCTURE/TREE REMOVAL ‐                                             7,000 5,000                                         3,075 1,925                    30,000                  30,000                   INFRASTRUCTURE/DUMPSTER FEES ‐                                                   ‐   12,000                                       3,781 8,219                    12,000                  12,000                   INFRASTRUCTURE/SIGNAL MATERIALS ‐                                             1,058 15,000                                    13,850 1,150                    30,000                  30,000                   INFRASTRUCTURE/SIGN MATERIALS ‐                                          20,315 20,000                                    10,704 9,296                    20,000                  20,000                   INFRASTRUCTURE/ADDITIONAL ROW MOWING 26,325                                             ‐   26,325                  27,115                  27,115                   Total: Infrastructure ‐                       495,266              581,375              373,917              207,458              632,192              632,192              ‐                        Machinery & Equipment OTHER EQUIPMENT 38,879                                             ‐   ‐                                                   ‐   ‐                        ‐                         OTHER EQUIP/ADOPT‐A‐ROAD SIGNS ‐                                             1,468 500                                               612 (112)                      500                       500                        OTHER EQUIP/TOOLS/BATTERIES/CHEMICALS ‐                                             5,317 4,000                                         3,112 888                       5,000                    5,000                     OTHER EQUIPMENT / MOTOROLA RADIOS 7,577                                               ‐   ‐                                                   ‐   ‐                        ‐                        ‐                         Total: Other Equipment 46,455                 6,785                   4,500                   3,725                   775                      5,500                   5,500                   ‐                        Total: Machinery & Equipment 46,455                6,785                   4,500                   3,725                   775                      5,500                   5,500                   ‐                        Total: Public Works 1,702,796            1,323,860            1,574,116            1,076,437            497,679               1,705,998            1,705,998            ‐                         38 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 64,077                                  141,903 147,963                               106,352 41,611                  149,788               149,788                Total: Salaries & Wages 64,077                141,903              147,963              106,352              41,611                149,788              149,788              ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 6,730                                      15,381 19,395                                    12,451 6,944                    16,430                  16,430                   EMPLOYEE BENEFITS / 401A (SS MATCH)2,403                                         5,308 5,549                                         3,988 1,561                    5,617                    5,617                     EMPLOYEE BENEFITS / FICA MEDICARE 859                                            1,955 2,147                                         1,382 765                       2,173                    2,173                     401A 1% MATCH ‐                                                465 1,263                                            221 1,042                    1,282                    1,282                     PENSION (GMEBS)574                                            1,177 6,389                                         4,675 1,714                    6,809                    6,809                     UNEMPLOYMENT INSURANCE 223                                               259 1,840                                            149 1,691                    153                       153                        WORKER'S COMPENSATION ‐                                             4,381 5,317                                         5,317 ‐                        3,669                    3,669                     Total: Employee Benefits 10,788                28,926                41,900                28,184                13,716                36,133                36,133                ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES 6,600                                               ‐                              ‐   ‐                        ‐                         SURVEYS & APPRAISALS ‐                                                244 ‐                                                   ‐   ‐                        ‐                        ‐                         Total: Professional Fees 6,600                   244                      ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        CONTRACTED 20,142                                             ‐    PARK MOWING & LITTER PICKUP ‐                                          95,692 122,225                                 65,676 56,549                  260,785               260,785                Total: Professional Fees/Contracted 20,142                 95,692                 122,225              65,676                 56,549                 260,785              260,785              ‐                        FACILITY REPAIR & MAINT 2,662                                            462 1,000                                            559 441                       26,000                  26,000                   LIGHTING MAINTENANCE ‐                                             6,011 7,750                                         6,978 772                       7,750                    7,750                     Total: Facility Repair & Maintenance 2,662                   6,473                   8,750                   7,537                   1,213                   33,750                 33,750                 ‐                        GROUNDS REPAIR & MAINT 6,434                                         1,564 2,000                                         1,748 252                       5,000                    5,000                     Total: Purchased Professional and Technical Services 35,838                103,973              132,975              74,961                58,014                299,535              299,535              ‐                        Purchased‐Property Services RENTAL LAND & BUILDINGS ‐                                                   ‐   ‐                                                   ‐   ‐                         FCBOE LEASE ‐                                             6,660 10,000                                             ‐   10,000                  17,000                  17,000                   Total: Rental Land & Buildings ‐                       6,660                   10,000                 ‐                       10,000                 17,000                 17,000                 ‐                        RENTAL EQUIPMENT & VEHICLES ‐                                                600 2,238                                         2,573 (335)                      7,000                    7,000                     Total: Purchased‐Property Services ‐                       7,260                   12,238                2,573                   9,665                   24,000                24,000                ‐                        Other Purchased Services COMMUNICATIONS 595                                               782 760                                               554 206                       760                       760                        Parks and Recreation FY 2012 FY 2013 POSTAGE 3,316                                               ‐   5                                                        5 0                            100                       100                        PRINTING 59                                              1,136 300                                                 66 234                       500                       500                        TRAVEL: Nat'l GRPA, Meals & Mileage 527                                            2,089 154                                               154 0                            500                       500                        DUES AND FEES: GRPA Dues 525                                               864 1,460                                         1,205 255                       1,460                    1,460                     EDUCATION & TRAINING: Nat'l GRPA 159                                            1,341 ‐                                                   ‐   ‐                        ‐                        ‐                         CONTRACT LABOR: For programs & activities ‐                                                   ‐   3,500                                            700 2,800                    4,500                    4,500                     Total: Other Purchased Services 5,181                   6,213                   6,179                   2,684                   3,495                   7,820                   7,820                   ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 111                                            3,148 9,230                                         2,329 6,901                    15,000                  15,000                   SUPPLIES / WATER / SEWAGE 2,216                                         2,657 4,000                                            958 3,042                    20,000                  20,000                   SUPPLIES / NATURAL GAS 1,593                                         2,016 1,900                                         1,075 825                       1,900                    1,900                     SUPPLIES / ELECTRICITY 15,227                                    17,433 27,500                                    19,395 8,105                    27,500                  27,500                   SUPPLIES / FOOD/MEALS 78                                                 288 150                                               142 8                            150                       150                        Total: Supplies 19,225                25,541                42,780                23,899                18,881                64,550                64,550                ‐                        Total: Parks & Recreation 135,109               313,815               384,035               238,653               145,382               581,826               581,826               ‐                         39 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Salaries & Wages SALARIES & WAGES/REGULAR EMPLOYEES 356,740               525,663                               614,447                  453,801                  160,646                  670,180                  670,180  SALARIES & WAGES/OVERTIME                         420                          420                              0                             ‐                               ‐    Total: Salaries & Wages 356,740              525,663              614,867              454,220              160,647              670,180              670,180              ‐                        Employee Benefits EMPLOYEE BENEFITS / GROUP INSURANCE 37,668                  84,362                  78,147                                    55,371                    22,776 81,734                  81,734                   EMPLOYEE BENEFITS / 401A (SS MATCH)13,235                  19,713                  23,048                                    16,975                       6,073 25,038                  25,038                   EMPLOYEE BENEFITS / FICA MEDICARE 4,798                    7,028                    8,912                                         6,035                       2,877 9,683                    9,683                     401A 1% MATCH ‐                        2,432                    5,579                                         1,680                       3,899 6,110                    6,110                     PENSION (GMEBS)4,592                    9,416                    28,230                                    20,005                       8,225 32,446                  32,446                   UNEMPLOYMENT INSURANCE 1,781                    (158)                      2,530                                            406                       2,124 408                       408                        WORKER'S COMPENSATION ‐                        16,437                  14,344                                    11,534                       2,810 7,256                    7,256                     FLEXIBLE SPENDING 1,400                    2,400                    2,400                                         2,400                             ‐   ‐                        ‐                         Total: Employee Benefits 63,474                141,630              163,190              114,407              48,783                162,675              162,675              ‐                        Purchased Professional and Technical Services PROFESSIONAL FEES 27,504                  ‐                        480                                                  ‐                            480 ‐                        ‐                         CONTRACTED 368,909               ‐                        ‐                                                   ‐                               ‐   ‐                        ‐                         VEHICLE REPAIR & MAINT 1,074                    2,101                    2,300                                            928                       1,372 2,300                    2,300                     Total: Purchased Professional and Technical Services 397,487              2,101                   2,780                   928                      1,852                   2,300                   2,300                   ‐                        Other Purchased Services COMMUNICATIONS 4,890                    6,094                    6,300                                         5,159                       1,141 6,300                    6,300                     POSTAGE ‐                        26                         1,650                                         1,835                        (185)2,400                    2,400                     ADVERTISING 4,044                    5,500                    7,800                                         5,396                       2,405 7,800                    7,800                     PRINTING 629                       1,005                    2,070                                            580                       1,490 2,070                    2,070                     TRAVEL 640                       2,971                    3,000                                         2,223                          777  GPA CONFERENCE ‐                        ‐                        ‐                                                   ‐                               ‐   700                       700                        GAZA CONFERENCE ‐                        ‐                        ‐                                                   ‐                               ‐   400                       400                        APA NATIONAL CONFERENCE ‐                        ‐                        ‐                                                   ‐                               ‐   1,500                    1,500                     GACE CONFERENCE ‐                        ‐                        ‐                                                   ‐                               ‐   400                       400                        HISTORIC PRESERVATION TRAINING ‐                        ‐                        ‐                                                   ‐                               ‐   600                       600                        STORMWATER TRAINING (NPDES FUNDS)‐                        ‐                        ‐                                                   ‐                               ‐   400                       400                        Total: Travel 640                      2,971                   3,000                   2,223                   777                      4,000                   4,000                   ‐                        Community Development FY 2012 FY 2013 DUES AND FEES 1,474                    2,245                    4,000                                         1,005                       2,995  CPESC ‐                        ‐                        ‐                                                   ‐                               ‐   200                       200                        CPSWQ ‐                        ‐                        ‐                                                   ‐                               ‐   100                       100                        CFM CERTIFICATION ‐                        ‐                        ‐                                                   ‐                               ‐   100                       100                        IECA ‐                        ‐                        ‐                                                   ‐                               ‐   340                       340                        ASPFM ‐                        ‐                        ‐                                                   ‐                               ‐   100                       100                        GACE MEMBERSHIP ‐                        ‐                        ‐                                                   ‐                               ‐   150                       150                        GA URBAN FORESTRY COUNCIL ‐                        ‐                        ‐                                                   ‐                               ‐   175                       175                        TREE CARE INDUSTRY ASSOC ‐                        ‐                        ‐                                                   ‐                               ‐   100                       100                        SOCIETY OF MUNICIPAL ARBORISTS ‐                        ‐                        ‐                                                   ‐                               ‐   140                       140                        ARBOR DAY FOUNDATION ‐                        ‐                        ‐                                                   ‐                               ‐   15                         15                          GAZA MEMBERSHIP ‐                        ‐                        ‐                                                   ‐                               ‐   50                         50                          APA MEMBERSHIP ‐                        ‐                        ‐                                                   ‐                               ‐   900                       900                        Total: Dues and Fees 1,474                   2,245                   4,000                   1,005                   2,995                   2,370                   2,370                   ‐                        EDUCATION & TRAINING 2,322                    3,048                    2,300                                            514                       1,786  GPA CONFERENCE ‐                        ‐                        ‐                                                   ‐                               ‐   500                       500                        GAZA CONFERENCE ‐                        ‐                        ‐                                                   ‐                               ‐   250                       250                        APA NATIONAL CONFERENCE ‐                        ‐                        ‐                                                   ‐                               ‐   500                       500                        GACE CONFERENCE ‐                        ‐                        ‐                                                   ‐                               ‐   300                       300                        HISTORIC PRESERVATION TRAINING ‐                        ‐                        ‐                                                   ‐                               ‐   360                       360                        ISA MUNCIPAL SPECIALIST EXAM ‐                        ‐                        ‐                                                   ‐                               ‐   100                       100                        GPA CONFERENCE ‐                        ‐                        ‐                                                   ‐                               ‐   450                       450                        ARBORIST TRAINING AND TEST ‐                        ‐                        ‐                                                   ‐                               ‐   600                       600                        ISA CERTIFICATION & WORKSHOP ‐                        ‐                        ‐                                                   ‐                               ‐   500                       500                        GACE WORKSHOPS ‐                        ‐                        ‐                                                   ‐                               ‐   440                       440                        Total: Education & Training 2,322                   3,048                   2,300                   514                      1,786                   4,000                   4,000                   ‐                        MAINTENANCE CONTRACTS 28,125                  ‐                        ‐                                                   ‐                               ‐   ‐                        ‐                         Total: Other Purchased Services 42,124                20,888                27,120                16,711                10,409                28,940                28,940                ‐                        Supplies SUPPLIES / GENERAL SUPPLIES 286                       1,168                    2,779                                         2,795                          (16)2,800                    2,800                     SUPPLIES / GASOLINE/DIESEL 4,046                    4,902                    4,900                                         5,143                        (243)4,900                    4,900                     SUPPLIES / FOOD/MEALS ‐                        173                       450                                               271                          179 450                       450                        SUPPLIES / BOOKS & PERIDIOCALS ‐                        151                       350                                                  ‐                            350 350                       350                        40 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Community Development FY 2012 FY 2013 SUPPLIES / UNIFORMS 767                       693                       2,250                                         1,904                          346 2,250                    2,250                     Total: Supplies 5,099                   7,087                   10,729                10,114                615                      10,750                10,750                ‐                        Machinery & Equipment FURNITURE & FIXTURES 353                       747                       900                                               226                          674 900                       900                        OTHER EQUIPMENT 817                       30                         22                                                 105                          (83)22                         22                          CELL PHONES 30                         ‐                        200                                                  ‐                            200 200                       200                        NPDES EQUIPMENT ‐                        1,170                    821                                                  ‐                            821 1,500                    1,500                     Total: Other Equipment 847                      1,200                   1,043                   105                      938                      1,722                   1,722                   ‐                        Total: Machinery & Equipment 1,200                   1,947                   1,943                   331                      1,612                   2,622                   2,622                   ‐                        Total: Community Development 866,124               699,316               820,629               596,710               223,919               877,467               877,467               ‐                         41 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Debt Service ‐ Principal CAPITAL LEASE PRINCIPAL 637,831               662,621               768,348               768,348               0                            81,467                  81,467                   Total: Debt Service ‐ Principal 637,831              662,621              768,348              768,348              0                           81,467                81,467                ‐                        Debt Service ‐ Interest INTEREST / CAPITAL LEASE INTEREST 78,710                  53,920                  38,963                  38,962                  1                            9,303                    9,303                     Total: Debt Service ‐ Interest 78,710                53,920                38,963                38,962                1                           9,303                   9,303                   ‐                        Total: Debt Service 716,541               716,541               807,311               807,310               1                            90,770                 90,770                 ‐                         Debt Service FY 2012 FY 2013 42 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Operating Transfers Out TO CAPITAL PROJECTS FUND 2,412,511                         5,161,097 4,587,389            3,570,428            1,016,961            10,125,599          4,622,390             TO CAPITAL GRANT FUND 2,556                                    238,240 727,128               569,439               157,689               994,974               994,974                TO OPERATING GRANT FUND 33,753                                    76,288 103,664               63,357                  40,307                  149,424               149,424                Total: Operating Transfers Out 2,448,820           5,475,625           5,418,181           4,203,225           1,214,956           11,269,997        5,766,788           ‐                        Total: Other Financing Uses 2,448,820            5,475,625            5,418,181            4,203,225            1,214,956            11,269,997         5,766,788            ‐                         Other Financing Uses FY 2012 FY 2013 43 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget   Actuals as of  7/31/12   Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Contingencies CONTINGENCY ‐                         ‐                        100,000               ‐                        100,000               141,809               141,809               ‐                         Total: Contingencies ‐                       ‐                       100,000              ‐                       100,000              141,809              141,809              ‐                        Total: Other Costs ‐                        ‐                        100,000               ‐                        100,000               141,809               141,809               ‐                         Other Costs FY 2012 FY 2013 44             Maintenance & Operating Initiatives                               45 Initiative Department Request Revisions City Manager Recommended Information Technology OSSI Jail Module 9,700 9,700 Ten iPads for Council Meetings 4,500 4,500 Seven iPads for Fire Department 7,500 Firehouse Software Licenses for iPads 4,550 CryWolf False Alarms Solution 34,900 34,900 Plotter Replacement 7,900 Court Computer, Four Monitors, Signature Pads and Scanners 4,400 Ten Shoretel Phones 5,100 Network Audit and Update Support 5,000 TOTAL INFORMATION TECHNOLOGY 83,550 49,100 Human Resources EAP Services 4,046 4,046 TOTAL HUMAN RESOURCES 4,046 4,046 Public Information & Marketing Economic Development Coordinator 32,961 TOTAL PUBLIC INFORMATION & MARKETING 32,961 Police Department Detective 113,846 Detective 113,846 Detective 113,846 Training Sergeant 125,459 Patrol Officer 115,651 Patrol Officer 115,651 Patrol Officer 115,651 Patrol Officer 115,651 Patrol Officer 115,651 Maintenance & Operating Initiatives Summary FY 2013 Patrol Officer 115,651 Patrol Officer 115,651 Patrol Officer 115,651 Electronic Warrant Interchange System 6,649 6,649 POAB Dues 7,680 CopLogic Citizen Online Reporting System 15,000 TOTAL POLICE DEPARTMENT 1,421,534 6,649 Fire Department Assitant Fire Marshal 105,925 EMS Coordinator 89,425 Rural Metro Partnership 303,069 Outsource Hydrant Maintenance 27,285 Porta Count Pro Respirator Fit Test Equipment 12,810 12,810 SCBA EPIC Voice Amplifier 4,303 TOTAL FIRE DEPARTMENT 542,817 12,810 Public Works Traffic Counters 15,000 TOTAL PUBLIC WORKS 15,000 Community Development Evergreen School Program 2,000 2,000 Hazardous Waste Collection Event 12,000 Keep Milton Beautiful Affiliation 5,000 City Architect 15,000 15,000 Temporary Worker for Optiview Project 40,500 TOTAL COMMUNITY DEVELOPMENT 74,500 17,000 TOTAL M&O INITIATIVES 2,174,408 89,605 46 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts 700 General Supplies Utilities: Water Utilities: Natural Gas CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Information Technology OSSI Jail Module Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: FY 2013 CITY MANAGER RECOMMENDEDProvide Quality Services This provides for use of the Jail Management System from OSSI. It is a multi-jurisdictional effort that spreads the overall cost of the system based on the city populations in North Fulton County What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) Police officers will be able to maintain and access data on jail-related functions such as arrests, fingerprinting and inmate records. The JMS module will afford greater Detail Description of New Program/Service or Improvement of Existing Service Level: Provide Responsible and Responsive Government ACCOUNT DESCRIPTION FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment 9,000 TOTAL 9,700$ -$ Salary/Benefits - - Maintenance & Operating 9,700 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 700 700 700 700 700 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 700$ 700$ 700$ 700$ 700$ communication and record-keeping between surrounding municipalities Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) The maintenance costs on the Jail Management system will be shared by the cities in the same way the initial cost is. 47 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Information Technology iPads for Council, City Mgr., Clerk, and I.T. Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Seven iPads distributed among city council members, one for the city manager, one for the city clerk, and one for IT support. This is a total of ten iPads. Models used will be the base model with Wi-Fi access only (no data plan) What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) Providing electronic access to city council agendas, packets, and other city functions will reduce the amount of paper and toner currently needed on a weekly basis to provide hard Detail Description of New Program/Service or Improvement of Existing Service Level: Provide Responsible and Responsive Government ACCOUNT DESCRIPTIONProvide Quality Services Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment 4,500 TOTAL 4,500$ -$ Salary/Benefits - - Maintenance & Operating 4,500 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs - - - - - Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact -$ -$ -$ -$ -$ copies to the city council. The City Manager and Clerk will also need access to the same legislative applications that are available on the iPads. IT will need on iPad to support both the Council, City Manager, and City Clerk, as well as the iPads in use by the Fire Departments and Police Departments. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) This request does not include tablets with a data plan. Since they will work in wifi areas, there would be no recurring cost. 48 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts 3,300 General Supplies Utilities: Water Utilities: Natural Gas Seven iPad models with 3G data plans to provide the Fire department with access to the FireHouse Inspector/incident reporting capabilites in our Fire Department software What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) Each Fire apparatus and fire inspector will be able to perform inspections and investigations in the field. Currently, this type of access and data is not readily available. Using tablets is a FY 2013 CITY MANAGER RECOMMENDEDProvide Quality Services Detail Description of New Program/Service or Improvement of Existing Service Level: CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Information Technology iPads for the Fire Department Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Provide Responsible and Responsive Government ACCOUNT DESCRIPTION FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment 4,200 TOTAL 7,500$ -$ Salary/Benefits - - Maintenance & Operating 7,500 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 3,300 3,300 3,300 3,300 3,300 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 3,300$ 3,300$ 3,300$ 3,300$ 3,300$ lower cost alternative to laptops. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) The city's current data plans for 3G devices runs about $39/month. 49 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M 3,500 Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts 1,050 General Supplies Utilities: Water Utilities: Natural Gas This item captures the cost of seven licenses for FH Inspector for iPad. It provides access to firehouse reporting in the field. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) No additional server software is required, just the applications that install on the tablets. This will integrate data within the Firehouse software that is currently not being captured any FY 2013 CITY MANAGER RECOMMENDEDProvide Quality Services Detail Description of New Program/Service or Improvement of Existing Service Level: CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Information Technology FH Inspector Software for Fire Department Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Provide Responsible and Responsive Government ACCOUNT DESCRIPTION FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 4,550$ -$ Salary/Benefits - - Maintenance & Operating 4,550 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 1,050 1,092 1,136 1,181 1,228 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 1,050$ 1,092$ 1,136$ 1,181$ 1,228$ other way. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) The city currently has two Mobile inspector licenses, and the cost of those licenses will be recouped with the purchase of these licenses, mitigating the yearly cost by $220 per year 50 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M 30,900 Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts 4,000 General Supplies Utilities: Water Utilities: Natural Gas CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Information Technology CryWolf False Alarm Solutions Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: FY 2013 CITY MANAGER RECOMMENDEDProvide Quality Services This application will integrate with OSSI and is used in the administration/management of false alarms and enforcing ordinances for smaller agencies. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) False alarms create unnecessary costs in money and time for the Police Department. This module helps the agency manage false alarms while increasing fee and fine collections. Detail Description of New Program/Service or Improvement of Existing Service Level: Provide Responsible and Responsive Government ACCOUNT DESCRIPTION FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 34,900$ -$ Salary/Benefits - - Maintenance & Operating 34,900 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 4,000 4,160 4,326 4,499 4,679 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 4,000$ 4,160$ 4,326$ 4,499$ 4,679$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) Maintenance costs are budgeted annually 51 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M 7,900 Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas this is for an HP Designjet T2300 EMFP. The current scanner plotter used by the city is out of warranty and past its design life. A new plotter will supplement its usefulness and replace it outright when it fails completely What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) The scanner is a multi-function device that supports several departments, including ComDev, Public Works, and Communications. Having this device onhand will defray the FY 2013 CITY MANAGER RECOMMENDEDProvide Quality Services Detail Description of New Program/Service or Improvement of Existing Service Level: CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Information Technology Plotter Replacement Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Provide Responsible and Responsive Government ACCOUNT DESCRIPTION FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 7,900$ -$ Salary/Benefits - - Maintenance & Operating 7,900 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs - - - - - Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact -$ -$ -$ -$ -$ cost of using a printshop for large format needs, especially public-related activities that need professional grade posters for city-run events. Our current plotter does not have the capability to make large documents available on the web, but the replacement plotter does have this feature. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) This is a one-time cost. The new device's warranty will eliminate costs for at least three years. 52 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M 4,400 Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas To better support the Courtware system being requested by the Court clerk, the following hardware setup is recommended: One desktop computer that supports four monitors (monitors included in this pricing), six digital signature pads (Judge's laptop, Brooke's PC, Vicki's PC, solicitor's PC, Probation's PC, Defendant's podium), two TWAIN-compatible scanners What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) This will support the Courtware Paperless System, increasing efficiency in the arraignment and trial processes. FY 2013 CITY MANAGER RECOMMENDEDProvide Quality Services Detail Description of New Program/Service or Improvement of Existing Service Level: CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Information Technology Courtware computer to support the new Public Safety building Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Provide Responsible and Responsive Government ACCOUNT DESCRIPTION FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 4,400$ -$ Salary/Benefits - - Maintenance & Operating 4,400 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs - - - - - Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact -$ -$ -$ -$ -$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) This is a one-time purchase for these items. 53 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M 5,000 Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts 100 General Supplies Utilities: Water Utilities: Natural Gas CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Information Technology Additional phones and licensing for new Public Safety Building Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Detail Description of New Program/Service or Improvement of Existing Service Level: The city's Shoretel phone system will need additional phones and licensing to support the additional police officers and fire personnel who will occupy the building. This provide for ten more phones and licenses What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) these phones wil lbe used instead of the outdated Centrex lines that are currenlty in use at the fire station and the old telephone systems. They will be integrated with the city's network Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 5,100$ -$ Salary/Benefits - - Maintenance & Operating 5,100 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 100 104 108 112 117 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 100$ 104$ 108$ 112$ 117$ and offer greater functionality for the user's Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) This maintenance cost will be added to the existing annual maintenance costs of our Shoretel system going forward. 54 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees 5,000 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Employ contractors to design and implement the city's network infrastructure to optimize performance between the existing city hall and new public safety building What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) Networking specialists can audit, update, and add new features to the city's networking infrastructure to make it compatible with new and existing technology. Provide Responsible and Responsive Government ACCOUNT DESCRIPTIONProvide Quality Services Detail Description of New Program/Service or Improvement of Existing Service Level: CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Information Technology Network audit and update Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 5,000$ -$ Salary/Benefits - - Maintenance & Operating 5,000 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs - - - - - Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact -$ -$ -$ -$ -$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) this is a one-time cost associated with integrating the new Public safety building with the existing city hall. 55 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees 4,046 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: This request is to provide new Employee Assistance Program (EAP) services to employees and families of the City of Milton. Currently our EAP services are provided through our Lincoln Financial Services who have proven to be somewhat difficult to utilize by our staff and at times, unresponsive. Families First EAP is a local organization providing services from a local office. Other local jurisdictions utilize Families First and are happy with teh services provided. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) Employee and management satifaction. Increased services and client interaction. CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Human Resources EAP Services Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 4,046$ -$ Salary/Benefits - - Maintenance & Operating 4,046 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 4,046 4,208 4,376 4,551 4,733 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 4,046$ 4,208$ 4,376$ 4,551$ 4,733$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) This will be an ongoing cost. 56 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits 32,461 Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel 500 Dues & Fees Education & Training Maintenance Contracts Build Relationships Citizen Engagement ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: This request is to elevate a part-time staff member (Angela Thompson, special events coordinator) to a full-time economic development coordinator to oversee the Economic Development Office. In this position, Thompson would, as prescribed in the Strategic Plan, conduct economic development outreach, promote Milton businesses to residents and other businesses and promote Milton's unique business and real estate opportunities. She would provide guidance to individuals and companies to establish, relocate and expand their business within the community, and aide in the development of short- and long-term economic and community development plans. Additionally, Thompson would be the main driver (with design work and assistance from Communications manager Jason Wright) of a public Milton awareness campaign to increase citizen ownership and promote the city's goals to residents. The awareness campaign and its economic development component would mean she provides information and/or presentations to civic groups, businesses, individuals and the general public on the city and its economic development issues, programs services and plans What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Public Info & Marketing Economic Development Coordinator Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: General Supplies Utilities: Water Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 32,961$ -$ Salary/Benefits 32,461 - Maintenance & Operating 500 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 32,961 34,279 35,651 37,077 38,560 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 32,961$ 34,279$ 35,651$ 37,077$ 38,560$ measurement) As outlined in the strategic plan, the coordinator's efforts can be measured in the city's yearly growth statistics, including tax revenues, business licenses, and commercial property vacancy rates. Additionally, the outreach and branding efforts could be measured in existing statistics, like special event attendance, social media followers and web site hits. Overall resident satisfaction with the city and its economic opportunities would be reflected in multi- year national citizen surveys. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) This would be a fulltime position that would need to be funded in future fiscal years. I would be asking for a starting salary of $50,000, reached by increasing the existing part time employee to this level ($32,961). 57 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits 162,750 Removes/reduces a hazard: Professional Fees 1,800 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications 12,546 Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts 2,004 General Supplies 4,779 Utilities: Water Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: Add Three (3) detective positions – Increase total manpower for the Criminal Investigation Division from four (4) Detectives to seven (7) Detectives. In 2011, 587 cases were assigned between the two Detectives and the Lieutenant. It is our practice to assign all unsolved felony cases, whether there are solvability factors or not, and many misdemeanor crimes if there is some solvability factor associated with the case. Of these cases, 297 were Part 1 crimes, 210 were Part 2 crimes and there were 80 miscellaneous crimes investigated. The three Detectives assigned to Milton’s CID, arrested 45 people for various crimes, exceptionally cleared 72 of these cases, and determined that 170 of these cases were unfounded. In all, 49% of the cases were cleared by these three Detectives in CY2011. It is our expectation that this increase in personnel should lead to improved clearance rates and reduced opportunities for criminals to prey on the citizens of Milton What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) It would be expected that with this increase in personnel, clearance rates and cases solved would increase the possibilities of recovering more of the citizens stolen property would be CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Police Police Manpower(Criminal Investigations) Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel 13,200 Food/Meals Uniforms 7,059 Mach/Equip 125,610 Furniture/Fixtures Other Equipment 11,790 TOTAL 341,538$ -$ Salary/Benefits 162,750 - Maintenance & Operating 178,788 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 197,079 204,962 213,161 221,687 230,555 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 197,079$ 204,962$ 213,161$ 221,687$ 230,555$ would increase, the possibilities of recovering more of the citizens stolen property would be enhanced, and more of the predators that operate in Milton would be jailed and prosecuted. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) Futrue costs and salaries for three detectives 58 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits 65,953 Removes/reduces a hazard: Professional Fees 600 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications 4,092 Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts 668 General Supplies 1,593 Utilities: Water Utilities: Natural Gas CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Police Police Manpower (Sergeant Training/Community Outreach) Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Detail Description of New Program/Service or Improvement of Existing Service Level: Presently the departments training coordinator has the additional responsibility of functioning as a shift lieutenant. This means that the lieutenant has to not only manage his shift but the training records and departmental training needs as well. As the department has grown the responsibilites attached to the training coordinator have grown also. There is great responsibility and liability attached to the training of the department's officers and this now warrants greater attention. This initiative would place a sergeant in charge of departmental training along with the departments community outreach efforts. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) Improved managing and scheduling of police department training. Increased community outreach efforts. Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel 4,400 Food/Meals Uniforms 2,353 Mach/Equip 41,870 Furniture/Fixtures Other Equipment 3,930 TOTAL 125,459$ -$ Salary/Benefits 65,953 - Maintenance & Operating 59,506 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 77,306 80,398 83,614 86,959 90,437 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 77,306$ 80,398$ 83,614$ 86,959$ 90,437$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) Recurring salary costs 59 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits 434,000 Removes/reduces a hazard: Professional Fees 4,800 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications 40,008 Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts 5,344 General Supplies 15,928 Utilities: Water Utilities: Natural Gas CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Police Police Manpower(Uniform Patrol) Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Detail Description of New Program/Service or Improvement of Existing Service Level: According to the IACP staffing formula and based oncurrent calls for service the police department should have 25 patrol officers to handle calls for service and conduct proactive patrol. Currently the partol division has 17 patrol officers. As the calls for service continue to increase, the response time of the responding officers also increases. This is a request for eight new police officer positions. This manpower is needed to improve overall response time and increase the police departments response to community needs. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) Improved response time to emergency calls and increased response to community needs Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel 35,200 Food/Meals Uniforms 23,528 Mach/Equip 334,960 Furniture/Fixtures Other Equipment 31,440 TOTAL 925,208$ -$ Salary/Benefits 434,000 - Maintenance & Operating 491,208 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 535,134 556,539 578,801 601,953 626,031 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 535,134$ 556,539$ 578,801$ 601,953$ 626,031$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) Futrue costs and salaries for eight patrol officers 60 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Police ELECTRONIC WARRANT INTERCHANGE (EWI) Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Detail Description of New Program/Service or Improvement of Existing Service Level: This is a fully automated dual-end solution that gives the judge and law enforcement officer concurrent, hands-on access to the same document while conversing via video conferencing. This is the only product of its kind in the market that utilizes Immediate Point of Presence (IPP) technology, to create real time collaboration environment between the judicial and law enforcement. This allows law enforcement and judges to discuss and issue arrest or search warrants in a matter of minutes versus few hours that traditionally took to obtain an arrest warrant or search warrant. Documents can be signed, reviewed electronically and printed at each location without the need to travel. Family violence, hate crimes and gang violence cases can be tracked from the point of issuance of the warrant and reports can be generated based on requirement of different agencies in just a few What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) Current incarnations of EWI allow law enforcement officers and magistrates to video teleconference and electronically sign legal process documents, removing the need for Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2012 CITY MANAGER RECOMMENDED FY 2012 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip 1,300 Furniture/Fixtures Other Equipment 5,349 TOTAL 6,649$ -$ Salary/Benefits - - Maintenance & Operating 6,649 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs - - - - - Decreases Operating Costs - - - - - Additional Revenues - - - - - Other (yearly maintenance fee)- 1,500 1,500 1,500 1,500 Total Operating Impact -$ 1,500$ 1,500$ 1,500$ 1,500$ police officers to drive to a waiting judge. In addition, the system automatically files documents electronically, enhancing paperwork efficiency and securityenhanced due to the fact that the Milton Court will not have to file copies of warrants. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) There is a yearly maintenance fee after the initial purchase. The yearly fee is $1,500. 61 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits 7,680 Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Build Relationships Strengthen Public Relations ACCOUNT DESCRIPTION FY 2012 CITY MANAGER RECOMMENDED FY 2012 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: City covering the P.O.A.B costs of sworn employees. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) This will be measured by an increase in employee morale and participation by each officer. CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Police Police Officer POAB Dues Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 7,680$ -$ Salary/Benefits 7,680 - Maintenance & Operating - - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 6,960 7,238 7,528 7,829 8,142 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 6,960$ 7,238$ 7,528$ 7,829$ 8,142$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) Just the recurring monthly charges. 62 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: This system will allow citizens to enter their own incident report on-line without having to contact an officer. The reporter will also be able to obtain a copy of the report without having to make what would be a second contact with the city. This will save officers' time for calls for service and proactive patrols and enforcment. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Police COPLOGIC CITIZEN ONLINE REPORTING SYSTEM Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Computer Hardware/Software 15,000 TOTAL 15,000$ -$ Salary/Benefits - - Maintenance & Operating 15,000 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 5,000 5,000 5,000 5,000 5,000 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 5,000$ 5,000$ 5,000$ 5,000$ 5,000$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) 63 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits 57,266 Removes/reduces a hazard: Professional Fees 13,000 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications 3,500 Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Fire Assistant Fire Marshal Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Detail Description of New Program/Service or Improvement of Existing Service Level: The purpose of this program is to provide support to the Fire Marshal's Office, assisting with new inspections/plan review, fire investigations, business license inspections, fire code enforcement, annual fire inspections, public education outreach, CERT, Emergency Management, and other life-safety initiatives. It will allow the Fire Marshal to devote more administrative time to the inspection, planning and education process and establish a system of management for the Fire Marshal's Office, including: policy development and implementation, increasing efficiency and coordination with the Building Department, management of field units in the annual inspection and pre-planning process, data management and input, and other administrative issues that have not been addressed with the Department's current staffing level. It will also allow the FM to devote the time needed for department accreditation What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) This initiative will allow the fire department to increase its efficiency through establishing operational processes and procedures thereby presenting a more responsive permitting Provide Responsible and Responsive Government Engage in Proactive Planning ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel 500 Food/Meals Uniforms 500 Mach/Equip 31,159 Furniture/Fixtures Other Equipment TOTAL 105,925$ -$ Salary/Benefits 57,266 - Maintenance & Operating 48,659 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 64,237 66,806 69,478 72,257 75,148 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 64,237$ 66,806$ 69,478$ 72,257$ 75,148$ operational processes and procedures, thereby presenting a more responsive permitting, licensing and inspection process. It will also increase the safety of the community by enhancing the ability of the Department to maximize its life-safety code enforcement and outreach, and involve more citizens in the community through founding a CERT team and other community prevention measures. Finally, it will provide for a fill-in person to conduct inspections, to be on-call for investigations, and coordinate other life-safety programs at times when the Fire Marshal is not available. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) The enhanced efficiency will also show a benefit in coming years when the necessary internal processes have been implemented. There will be the one-time cost of purchasing a run-about vehicle for this position, approximately 25,000 for a basic pick-up truck that can also be used for other City purposes when it is not being used for inspections. Option Two: retain the Fire Marshal's vehicle scheduled for replacement next fiscal year for the Assistant Fire Marshal. 64 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits 58,266 Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications 3,500 Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: The EMS Coordinator would coordinate, manage, analyze, plan, design, implement and administer all EMS programs as well as other department wide community oriented programs. These include Advance Life Support (ALS), Basic Life Support (BLS), Continuing Quality Improvement (CQI), certification and recertification for EMS personnel. The EMS Coordinator would serve as the Infectious Control Officer, HIPPA Compliance Officer, and would be the department liaison between the department and the Medical Director and other State Agencies regarding EMS. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) Being an ALS provider requires comprehensive work, research, development and coordination between State agencies and other EMS providers. Currently, these CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Fire EMS Coordinator Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel 500 Food/Meals Uniforms 500 Mach/Equip 26,659 Furniture/Fixtures Other Equipment TOTAL 89,425$ -$ Salary/Benefits 58,266 - Maintenance & Operating 31,159 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 65,277 67,888 70,603 73,427 76,364 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 65,277$ 67,888$ 70,603$ 73,427$ 76,364$ responsibilities are being handled the Fire Chief, Fire Training Officer and other personnel. EMS carries the greatest liability for the organization, having a qualified individual assigned to these responsibilities improves our overall efficiency and reduces our exposure to litigation. This position would improve the overall efficiency of our EMS program and allow the Fire Chief, Deputy Fire Chief and Fire Training Officer to focus more time on the duties and responsibilities required of their positions. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) The EMS Coordinator will hold the rank of Captain, promoted from within. Topped out FAO + 5% for Captain promotion = $2,666. Then a new position would be added at the fire fighter/paramedic level. Firefighter paramedic @ $42,000 + benefits. 65 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits 499,399 Removes/reduces a hazard: Professional Fees (196,330) Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: Rural Metro Ambulance (RMA) is the zone provider for emergency ambulance transports in the North Fulton region. Due to the City of Milton's rural character and low call volume ambulances are pulled down to Alpharetta and Roswell due to the greater demand for service. The result is Milton residents are waiting longer for ambulances. RMA and Milton wish to enter into a partnership by adding an Advanced Life Support (ALS) ambulance to the system to be solely dedicated for service within the City Limits of Milton and staffed with Milton firefighters. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) System changes are currently being designed to improve the level of service being provided by RMA in the North Fulton area, these include adding General Transport (GT) units to the CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Fire Milton Fire-Rescue - Rural Metro Partnership Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 303,069$ -$ Salary/Benefits 499,399 - Maintenance & Operating (196,330) - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 499,399 519,375 540,150 561,756 584,226 Decreases Operating Costs (132,250) (137,540) (143,042) (148,763) (154,714) Additional Revenues (64,080) (66,643) (69,309) (72,081) (74,965) Other - - - - - Total Operating Impact 303,069$ 315,192$ 327,799$ 340,911$ 354,548$ system and modifying the posting plan. This would add 3 additional units to the system for a total of 9, but all 9 would now be permitted to perform GT services. In addition to this change, the response time criteria would be adjusted from 8 minutes to 12 minutes. Another component of this plan is the elimination of the annual subsidy currently being paid to RMA in the amount of $132,250. The proposed changes do not change Milton's low call volume, roadways or traffic, resulting in Milton residents waiting for an ambulance. The Milton - RMA partnership would allow for a dedicated ambulance in Milton, staffed by Milton Fire- Rescue firefighter/paramedics. The ambulance would be provided by RMA and include: equipment, supplies, fuel, insurance, maintenance and RMA would pay the City of Milton $45 per hour for each hour the unit is on a medical call. This partnership will improve ambulance response times, consistent patient care by Milton firefighter/paramedics and improve the quality of patient care. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) Two personnel would be assigned to this unit on a daily basis, one supervisor/Captain paramedic or EMT and one firefighter paramedic or EMT, 6 personnel to cover the three shifts and one person per shift for a relief factor - 9 personnel total. The cost would be offset by the savings in the subsidy ($132,250) and the $45 per hour paid by RMA while on a medical call - average 4 calls per day, averaging 4 hours x $45 x 365 days = $64,080. $132,250 + $64,080 = $196,330 towards staffing. Nine new employees starting salary + benefits = $54,600 x 9 = $491,400 minus $196,330 = $295,100. Add in 5% for the captain promotions 3 x $2,666 = $7,999 + $295,070 = $303,069 66 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees 27,285 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: It has been a long tradition of the fire service that fire fighters perform fire hydrant maintenance. Fire department personnel, on a bi-annual basis venture out into their territories mapping, flushing, painting and recording fire hydrants. In order to receive full credit from ISO, the city must inspect and perform hydrant maintenance bi-annually. Hydrant maintenance is a daunting task that has a negative impact on the efficiency of the Milton Fire Department. The problem is this program requires too much time to complete and adds to the wear and tear on fire apparatus. The MFD spent four months in 2011 conducting bi-annual hydrant maintenance that had an impact on the department's budget as it related to fuel costs, added wear and tear to the department's front line apparatus and time spent on the hydrant maintenance detail by fire personnel. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) The results of the evaluative research indicated that the MFD adhered to recognized standards for hydrant maintenance. The statistical data indicated that repair costs and fuel CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Fire Outsourcing Hydrant Maintenance Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 27,285$ -$ Salary/Benefits - - Maintenance & Operating 27,285 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 27,285 28,376 29,511 30,692 31,920 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 27,285$ 28,376$ 29,511$ 30,692$ 31,920$ costs increased during or immediately following hydrant maintenance cycles. The research indicated that outsourcing fire hydrant maintenance to a private contractor would be financially beneficial to the MFD Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) It takes a crew of three MFD personnel 15 minutes to properly complete the maintenance of one fire hydrant or four hydrant per hour. Three personnel earn, on average $52.40 per hour; it takes 1331 hours to complete annual hydrant maintenance for a total cost of $69,744 for personnel during hydrant maintenance. The research revealed that it costs the department $18.36 per hydrant, taking into consideration personnel costs, fuel costs and wear and tear on apparatus. Outsourcing fire hydrant maintenance would cost $10.25 per hydrant x 2662 hydrants = $27,285. Compared to MFD $18.36 x 2662 = $48,874. A savings of $21,589 per year. 67 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: Purchase one Porta Count Respirator Fit Test machine. This equipment would be used on an annual basis to test each fire department person using an SCBA to ensure that there mask is providing the proper fit and seal, preventing outside contaminants from entering their mask. This equipment would also be used to test the N95 respirator mask used to prevent air born contaminants from entering the respiratory system. NFPA requires that each person is tested annually, ensuring a proper seal. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) With ownership of this equipment we can eliminate the vendor supplying this service and recover the cost of the machine in 5 years. In 2011 the department paid the vendor $40 per CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Fire Porta Count Pro Respirator Fit Test Equipment Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip 12,810 Furniture/Fixtures Other Equipment TOTAL 12,810$ -$ Salary/Benefits - - Maintenance & Operating 12,810 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 60 60 60 60 60 Decreases Operating Costs (2,200) (2,200) (2,200) (2,200) (2,200) Additional Revenues - - - - - Other - - - - - Total Operating Impact (2,140)$ (2,140)$ (2,140)$ (2,140)$ (2,140)$ SCBA mask x 55 = $2200. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) This unit will require minimal operating cost estimated to be less than $60.00 a year. 68 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: Purchase SCOTT brand Epic voice amplifiers for all frontline Officers and training personnel. The SCOTT Epic voice amplifier is a small box that affixes to the outside of the SCOTT AV 4000 mask. This unit allows the wearer to speak outside the mask with minimal effort. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) The Milton Fire Department currently utilizes Motorola radios for communication between employees working in hostile environments and there supervisors. The addition of an CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Fire SCBA EPIC Voice Amplifier Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip 4,303 Furniture/Fixtures Other Equipment TOTAL 4,303$ -$ Salary/Benefits - - Maintenance & Operating 4,303 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs - - - - - Decreases Operating Costs - - - - - Additional Revenues 100 105 110 115 Other - - - - - Total Operating Impact -$ 100$ 105$ 110$ 115$ SCBA mask hinders the ability to clearly communicate from inside the SCBA mask to the microphone of the radio. With the addition of the amplifier the user is able to communicate more clearly allowing those listening to be able to understand the message being sent thus adding another level of safety to an already dangerous environment. The City of Alpharetta currently uses this product and it has been observed at fire scenes that they are able to communicate at a higher level than the Milton Firefighters. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) This unit works on batteries and will have to be replaced three times a year per unit. Minimal impact on future budgets. 69 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: This is to add 8 additional Histar traffic counters. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Public Works Traffic Counters Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment 15,000 TOTAL 15,000$ -$ Salary/Benefits - - Maintenance & Operating 15,000 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs - - - - - Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact -$ -$ -$ -$ -$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) 70 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply)Grant Expense 1,500 Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing 150 Travel Dues & Fees 100 Education & Training Detail Description of New Program/Service or Improvement of Existing Service Level: What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new The Evergreen School program is a collaborative effort of the Cities of Milton, Alpharetta, Roswell and Johns Creek to provide resources and support in environmental initiatives within the schools and has been operating in the community for 15 years. Previously, Milton was being served by Keep North Fulton Beautiful out of funding provided by Fulton County for the program. This is an annual program that all public and private schools are invited to join at no expense, and each school sets goals that the City represenative helps them to achieve. Typical areas of involvement are school recycling programs (waste reduction), educational programs (non point source pollution, waste reduction, water conservation), developing outdoor classrooms and gardens (water conservation), etc. The program is set up as 5 meetings per school year and 5 newsletters in between meetings. Costs for the program are 1)school grants to provide funding for waste reduction, enhance school gardens, add rain barrels, cost of educational programs and materials. 2) meeting program costs for food, misc. 3) signage for a school's participation branded with the Milton logo. In F2011 the city committed $3000 to the program and @$2300 was allocated to 5 schools hh Bolster Community Collaboration CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Community Development Evergreen School Program Build Relationships ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Maintenance Contracts General Supplies 75 Utilities: Water Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals 175 Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 2,000$ -$ Salary/Benefits - - Maintenance & Operating - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 2,000 3,000 3,000 3,000 3,000 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 2,000$ 3,000$ 3,000$ 3,000$ 3,000$ initiative? (this can be a current performance measurement or the addition of a new measurement) The success of the program will be the result of the participation of the schools. In F 2012, there were 3 Milton Schools official Evergreen Schools, we would like to double that to 6 schools in F 2013. Also, a needs survey in May 2013 to provide information on what support is needed going forward would be meaningful. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) The Evergreen program is an annual initiatve and if we were to get all public and private schools involved, it would increase program costs slightly if the City included annual $250 grants to Evergreen schools for an environmental project that tied into city storm water or waste reduction goals. Future budget estimate would be $3000/annually. 71 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees 11,000 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising 500 Printing 250 Travel Dues & Fees Education & Training Maintenance Contracts General Supplies 250 Detail Description of New Program/Service or Improvement of Existing Service Level: Household Hazardous Waste (HHW) poses both environmental and personal safety hazards. Unlike electronics or other recyclable products, there is no safe way for Milton residents to dispose of materials such as paint, household cleaning supplies, garden chemicals, solvents, batteries, etc. Other neighboring jurisdictions have regular HHW events (Roswell, Alpharetta, Johns Creek). With competition in the industry, the cost for these events has come down so that we believe we can serve 200-250 residents which is the size of the neighboring communities' events, with the budget requested. It would be controlled by a pre-registration process so that we can insure only Milton residents attend, and stay within the budget allocated. We would target a collection date in February or March 2013. We also have the option of partnering with City of Roswell for this event but would like to find a location in Milton and partner with area businesses with the objective of gaining sponsorships to offset costs or accumulate funds for a future HHW event. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Community Development Household Hazardous Waste Collection Event Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Strengthen Public Relations Build Relationships ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST General Supplies 250 Utilities: Water Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 12,000$ -$ Salary/Benefits - - Maintenance & Operating - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 12,480 12,979 13,498 14,038 14,600 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 12,480$ 12,979$ 13,498$ 14,038$ 14,600$ We have determined from our Solid Waste Survey that residents do need a HHW event. We would follow up with a survey after the event to see that the project met the communities' needs and to determine service deficiencies that can be improved upon. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) Neighboring communities have HHW events 2x/Yr. and we would like to move Milton in that direction, if after holding the first event, the need is apparent. At a minimum, a HHW collection once a year should be budgeted for. 72 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees 2,100 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees 2,900 Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Detail Description of New Program/Service or Improvement of Existing Service Level: By becoming a Keep America Beautiful (KAB) affiliate, it increases the awareness of the environmental initiatives in Milton by being part of a National Organziation as well as a strong state organization, Keep Georgia Beautiful. Along with this, becoming a separate 501c3 organization would allow the group to apply for grants and fundraising not previously available as a city committee. We can leverage community and business funding to be able to expand our programs in Milton and not rely exclusively on city budgets and taxpayer funding. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new The amount of fundraising that we are able to accomplish as a 501c3, the number of board members/volunteers we can expand the community group to, the addition of new programs CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Community Development Keep Milton Beautiful Build Relationships ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Citizen Engagement Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 5,000$ -$ Salary/Benefits - - Maintenance & Operating - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs - - - - - Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact -$ -$ -$ -$ -$ due to increased participation and funding will all be measures of the success o Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) In additional years, there are annual costs for affiliate membership which is estimated to be around $500 for a city Milton's size. There may be accounting/auditing costs for a separate 501c3 as well as insurance. These items will be annual maintenance 73 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits Removes/reduces a hazard: Professional Fees 15,000 Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas Structure Economic Growth Plan for Sustainable Growth ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Detail Description of New Program/Service or Improvement of Existing Service Level: Continuation of professional services contract for "City Architect" to provide architectural review services for proposed development with form based code overlay zones, historic districts (as needed) and major development projects (as needed). What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) We will be able to gauge the difference between original plans brought for review and the final plans generated as result of the review process. All improvements to the original plan CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Community Development Professional Service Contract for "City Architect" Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 15,000$ -$ Salary/Benefits - - Maintenance & Operating 15,000 - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs 15,000 15,000 15,000 15,000 15,000 Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact 15,000$ 15,000$ 15,000$ 15,000$ 15,000$ can be quantified and measured. Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) $30,000 additional cost to the operating budget. 74 Strategy: Strategic Action Item: Other Project Priorities: (choose all that apply) Meets legal mandate:Salary/Benefits 40,500 Removes/reduces a hazard: Professional Fees Improves efficiency:Equipment R & M Facilities R & M Vehicle R & M Grounds R & M Land/Building Rental Vehicle/Equip Rental Communications Advertising Printing Travel Dues & Fees Education & Training Maintenance Contracts General Supplies Utilities: Water Utilities: Natural Gas CITY OF MILTON MAINTENANCE & OPERATING INITIATIVE REQUEST FORM Community Development Temporary Worker for Optiview Project Supportive of which strategy from the Strategic Plan (required field) Enter Funding Request by Account in the Area Below: Detail Description of New Program/Service or Improvement of Existing Service Level: In order to undertake the scanning of all historical documents within the department as per the Optiview software system, additional assistance will be required. The exisiting staff within the department is not able to devote the required number of hours necessary to complete this project. What measurement will be used to gauge the performance of this new service/program or what current performance measure will be improved through the implementation of this initiative? (this can be a current performance measurement or the addition of a new measurement) The amount of documents/plans scanned per week will provide a quantitative performance measurement. Provide Responsible and Responsive Government Provide Quality Services ACCOUNT DESCRIPTION FY 2013 CITY MANAGER RECOMMENDED FY 2013 DEPARTMENT REQUEST Utilities: Natural Gas Utilities: Electricity Gasoline/Diesel Food/Meals Uniforms Mach/Equip Furniture/Fixtures Other Equipment TOTAL 40,500$ -$ Salary/Benefits 40,500 - Maintenance & Operating - Impact on Operating Budget FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Increases Operating Costs - - - - - Decreases Operating Costs - - - - - Additional Revenues - - - - - Other - - - - - Total Operating Impact -$ -$ -$ -$ -$ Explain any fiscal impact this initiative will have on future budgets and provide actual future year costs below. (example: utilities, maintenance contract costs) The budget impact will be the cost of the service for one year which is the time estimated to complete the project. 75             Special Revenue Funds                               76 Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  MILTON ROUNDUP VENDOR FEE 3,800                   4,800                   4,000                   1,034                   2,966                   1,275                   1,275                    EARTH DAY VENDOR FEE ‐                        495                       240                       1,270                   (1,030)                  1,500                   1,500                    INTEREST REVENUE 95                         70                         100                       46                         54                         100                       100                        MILTON ROUNDUP SPONSOR 12,925                 10,525                 12,000                 3,000                   9,000                   5,000                   5,000                    EARTH DAY SPONSOR ‐                        6,100                   ‐                        1,750                   (1,750)                  2,000                   2,000                    CONCERT SPONSOR ‐                        500                       1,500                   ‐                        1,500                   ‐                        ‐                         MAYOR'S RUN SPONSOR ‐                        1,686                   ‐                        ‐                        1,500                   1,500                    DONATIONS/GENERAL ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER MISC REVENUE / HOLIDAY CARD SALES ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER MISC REVENUE / T‐SHIRT SALES ‐                        126                       250                       169                       81                         ‐                        ‐                         OTHER MISC REVENUE / MAYOR'S RUN 2,367                   ‐                        5,240                   2,229                   3,011                   2,250                   2,250                    HOTEL/MOTEL TAX FUND 40,000                 35,000                 30,000                 30,000                 ‐                        30,000                 30,000                  Total Revenues 59,186                 59,302                 53,330                 39,498                 13,832                 43,625                 43,625                 ‐                        Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  OTHER/UNALLOCATED ‐                        ‐                        6,150                   ‐                        6,150                   ‐                        ‐                        ‐                         SALARIES & WAGES/REGULAR EMPLOYEES ‐                        1,050                   25,000                 13,475                 11,525                 ‐                        ‐                        ‐                         SALARIES & WAGES/OVERTIME ‐                        14                         (14)                        ‐                        ‐                        ‐                         EMPLOYEE BENEFITS / 401A (SS MATCH)938                       506                       432                       ‐                        ‐                        ‐                         EMPLOYEE BENEFITS / FICA MEDICARE 363                       315                       48                         ‐                        ‐                        ‐                         UNEMPLOYMENT INSURANCE 230                       ‐                        230                       ‐                        ‐                        ‐                         WORKER'S COMPENSATION ‐                        ‐                        ‐                        ‐                        ‐                         PROFESSIONAL FEES 10,979                 10,929                 24,138                 22,344                 13,319                 27,150                 27,150                 ‐                         RENTAL EQUIPMENT & VEHICLES 10,715                 9,934                   6,543                   8,204                   (1,661)                  9,100                   9,100                   ‐                         ADVERTISING 3,319                   10,504                 13,082                 12,140                 942                       14,575                 14,575                 ‐                         PRINTING 2142 2333 788 992 (204)2 900 2900 ‐ Special Events Fund Revenues Expenditure Summary FY 2012 FY 2013 FY 2012 FY 2013 PRINTING 2,142                   2,333                 788                     992                     (204)                    2,900                   2,900                                         GENERAL SUPPLIES 7,646                   6,019                   7,133                   7,721                   (588)                     3,975                   3,975                   ‐                         FOOD/MEALS 427                       173                       1,115                   951                       164                       1,425                   1,425                   ‐                         OTHER EQUIPMENT 10                         ‐                        800                       800                       ‐                        800                       800                       ‐                         Special Events Fund Total 35,236                 40,942                 86,280                 67,463                 30,342                 59,925                 59,925                 ‐                        TOTAL REVENUES OVER/(UNDER) EXPENDITURES 23,950           18,360           (32,950)         (16,300)         (16,300)         ‐                  BEGINNING FUND BALANCE 20,253           44,203           62,563           29,613           29,613           29,613            ENDING FUND BALANCE 44,203           62,563           29,613           13,313           13,313           29,613            77 Special Events Fund Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES 4,579                   ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         RENTAL EQUIPMENT & VEHICLES ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         ADVERTISING ‐                        2,740                   2,700                   2,700                   ‐                        2,700                   2,700                    PRINTING ‐                        365                       ‐                        ‐                        ‐                        ‐                        ‐                         GENERAL SUPPLIES ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         FOOD/MEALS ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT ‐                        ‐                        800                       800                       ‐                        800                       800                        Crabapple Antique & Art Festival Total 4,579                   3,105                   3,500                   3,500                   ‐                       3,500                   3,500                   ‐                        Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES 4,050                   6,800                   11,604                 11,604                 ‐                        14,700                 14,700                  RENTAL EQUIPMENT & VEHICLES 3,826                   ‐                        1,087                   1,087                   0                           1,000                   1,000                    ADVERTISING 533                       3,231                   2,354                   2,354                   0                           4,000                   4,000                    PRINTING 994                       895                       ‐                        ‐                        ‐                        1,500                   1,500                    GENERAL SUPPLIES 5,758                   2,543                   5,485                   5,485                   0                           2,500                   2,500                    FOOD/MEALS 372                       62                         115                       115                       ‐                        100                       100                        OTHER EQUIPMENT ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Milton Roundup Total 15,532                 13,531                 20,645                 20,644                 1                           23,800                 23,800                 ‐                        Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Veteran's Day Crabapple Antique & Art Festival Milton Roundup FY 2012 FY 2013 FY 2012 FY 2013 FY 2012 FY 2013 RENTAL EQUIPMENT & VEHICLES ‐                         ‐                       ‐                       ‐                       ‐                        ‐                         ‐                       ADVERTISING 634                       488                       356                       356                       (0)                          450                       450                        PRINTING ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         GENERAL SUPPLIES ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         FOOD/MEALS ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Veteran's Day Total 634                      488                      356                      356                      (0)                          450                      450                      ‐                        Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES ‐                        530                       700                       700                       ‐                        700                       700                        RENTAL EQUIPMENT & VEHICLES 810                       2,244                   2,093                   2,094                   (1)                          2,500                   2,500                    ADVERTISING ‐                        1,125                   1,093                   1,094                   (1)                          1,125                   1,125                    PRINTING 309                       130                       ‐                        ‐                        ‐                        150                       150                        GENERAL SUPPLIES ‐                        ‐                        18                         18                         (0)                          ‐                        ‐                         FOOD/MEALS 55                         ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Tree Lighting Total 1,174                   4,029                   3,904                   3,905                   (1)                          4,475                   4,475                   ‐                        FY 2012 FY 2013 Tree Lighting 78 Special Events Fund Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES 1,350                   1,150                   1,350                   1,350                   ‐                        3,000                   3,000                    RENTAL EQUIPMENT & VEHICLES 2,485                   550                       ‐                        ‐                        ‐                        550                       550                        ADVERTISING 585                       813                       421                       421                       (0)                          1,000                   1,000                    PRINTING ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         GENERAL SUPPLIES 243                       207                       780                       780                       ‐                        200                       200                        FOOD/MEALS ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Christmas in Crabapple Total 4,663                   2,720                   2,551                   2,551                   (0)                          4,750                   4,750                   ‐                        Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES 500                       1,949                   3,500                   4,156                   (656)                     4,000                   4,000                    RENTAL EQUIPMENT & VEHICLES 1,137                   1,846                   ‐                        1,449                   (1,449)                  1,500                   1,500                    ADVERTISING ‐                        ‐                        578                       578                       1                           600                       600                        PRINTING 561                       350                       ‐                        ‐                        ‐                        500                       500                        GENERAL SUPPLIES 1,597                   2,263                   ‐                        1,087                   (1,087)                  500                       500                        FOOD/MEALS ‐                        ‐                        ‐                        462                       (462)                     200                       200                        OTHER EQUIPMENT ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Earth Day Total 3,794                   6,408                   4,078                   7,731                   (3,653)                  7,300                   7,300                   ‐                        Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES 500                       500                       500                       750                       (250)                     750                       750                        FY 2012 FY 2013 FY 2012 FY 2013 Christmas in Crabapple Earth Day Memorial Day FY 2012 FY 2013 RENTAL EQUIPMENT & VEHICLES 2,288                   1,788                 2,000                 2,158                 (158)                    2,200                   2,200                  ADVERTISING 1,566                   2,106                   2,000                   2,248                   (248)                     2,000                   2,000                    PRINTING 279                       93                         100                       505                       (405)                     150                       150                        GENERAL SUPPLIES 29                         139                       150                       198                       (48)                        225                       225                        FOOD/MEALS ‐                        111                       ‐                        375                       (375)                     125                       125                        OTHER EQUIPMENT 10                         ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Memorial Day Total 4,671                   4,737                   4,750                   6,234                   (1,484)                  5,450                   5,450                   ‐                        Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         RENTAL EQUIPMENT & VEHICLES ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         ADVERTISING ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         PRINTING ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         GENERAL SUPPLIES ‐                        ‐                        500                       ‐                        500                       500                       500                        FOOD/MEALS ‐                        ‐                        1,000                   ‐                        1,000                   1,000                   1,000                    OTHER EQUIPMENT ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Volunteer Appreciation Total ‐                       ‐                       1,500                   ‐                       1,500                   1,500                   1,500                   ‐                        FY 2012 FY 2013 Volunteer Appreciation 79 Special Events Fund Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES ‐                        ‐                        2,700                   ‐                        2,700                   ‐                        ‐                         RENTAL EQUIPMENT & VEHICLES ‐                        ‐                        1,140                   1,194                   (54)                        1,350                   1,350                    ADVERTISING ‐                        ‐                        1,200                   ‐                        1,200                   1,200                   1,200                    PRINTING ‐                        ‐                        200                       ‐                        200                       100                       100                        GENERAL SUPPLIES ‐                        ‐                        50                         16                         34                         50                         50                          FOOD/MEALS ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Concerts Total ‐                       ‐                       5,290                   1,211                   4,079                   2,700                   2,700                   ‐                        Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  PROFESSIONAL FEES 3,784                   3,784                   (0)                          4,000                   4,000                    RENTAL EQUIPMENT & VEHICLES ‐                        ‐                        ‐                        ‐                        ‐                         ADVERTISING 1,280                   1,279                   1                           1,500                   1,500                    PRINTING 488                       488                       1                           500                       500                        GENERAL SUPPLIES ‐                        ‐                        ‐                        ‐                        ‐                         FOOD/MEALS ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT ‐                        ‐                        ‐                        ‐                        ‐                         Mayor's Run Total ‐                       ‐                       5,552                   5,551                   1                           6,000                   6,000                   ‐                        Account Name  FY 2010 Actuals   FY 2011 Actuals   Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  SALARIES & WAGES/REGULAR EMPLOYEES ‐                        ‐                        25,000                 13,475                 11,525                 ‐                        ‐                         FY 2012 FY 2013 FY 2012 FY 2013 Concerts Mayor's Run Other Events FY 2012 FY 2013 SALARIES & WAGES/OVERTIME ‐                         ‐                       ‐                      14                       (14)                        ‐                         ‐                       EMPLOYEE BENEFITS / 401A (SS MATCH)‐                        ‐                        938                       506                       432                       ‐                        ‐                         EMPLOYEE BENEFITS / FICA MEDICARE ‐                        ‐                        363                       315                       48                         ‐                        ‐                         UNEMPLOYMENT INSURANCE ‐                        ‐                        230                       ‐                        230                       ‐                        ‐                         WORKER'S COMPENSATION ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         PROFESSIONAL FEES ‐                        1,050                   ‐                        ‐                        ‐                        ‐                        ‐                         RENTAL EQUIPMENT & VEHICLES 169                       3,506                   223                       223                       1                           ‐                        ‐                         ADVERTISING ‐                        ‐                        1,100                   1,110                   (10)                        ‐                        ‐                         PRINTING ‐                        500                       ‐                        ‐                        ‐                        ‐                        ‐                         GENERAL SUPPLIES 20                         868                       150                       137                       13                         ‐                        ‐                         FOOD/MEALS ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         OTHER EQUIPMENT ‐                        ‐                        ‐                        ‐                        ‐                        ‐                        ‐                         Other Events Total 189                      5,924                   28,004                 15,779                 12,225                 ‐                       ‐                       ‐                        80 Account Name FY 2010 Actuals FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  E‐911 CHARGES 783,540               789,068               779,486               592,998               186,488               785,000               785,000                INTEREST REVENUE 599                       554                       680                       474                       206                       680                       680                        Total Revenue                784,139                 789,622                 780,166                 593,472                 186,694                 785,680                 785,680                             ‐    Account Name  FY 2010 Actuals  FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  COMMUNICATIONS 21,100                 20,842                 21,000                 16,724                 4,276                   21,000                 21,000                  MAINTENANCE CONTRACTS 598,677               504,292               740,566               738,450               2,116                   972,599               972,599                CONTINGENCIES / UNALLOCATED ‐                       ‐                       18,600                 ‐                       18,600                 ‐                       ‐                        Total Expenditures                619,777                 525,134                 780,166                 755,174                    24,992                 993,599                 993,599                             ‐    TOTAL REVENUES OVER/(UNDER) EXPENDITURES 164,361        264,488        ‐                 (207,919)       (207,919)       ‐                  BEGINNING FUND BALANCE 175,972        340,333        604,821        604,821        604,821        604,821         ENDING FUND BALANCE 340,333        604,821      604,821      396,902        396,902      604,821       FY 2012 FY 2013 E‐911 Fund Revenues Expenditures FY 2012 FY 2013 81 Account Name  FY 2010 Actuals  FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  FED GOV GRANT/SAFER 87,341                 54,586                 30,096                 16,777                 13,319                 ‐                       ‐                        FED GOV GRANT/BULLETPROOF VEST ‐                       ‐                       760                       761                       (1)                          ‐                       ‐                        FED GOV GRANT/FEMA ‐ FLOOD 35,601                 ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        FED GOV GRANT/BYRNE‐JAG ‐                       ‐                       14,618                 14,618                 ‐                       ‐                       ‐                        FED GOV GRANT/USGS GRANT ‐                       5,500                   ‐                       ‐                       ‐                       ‐                       ‐                        FED GOV GRANT/GCDD MINI GRANTS ‐                       16,031                 8,131                   7,900                   10,800                 10,800                  STATE GOV GRANT/GEMA ‐ FLOOD 4,747                   ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        FULTON COUNTY GRANT/CRABAPPLE FESTIVAL 1,016                   ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        FULTON COUNTY GRANT/FRESH GRANT ‐                       3,770                   3,770                   (0)                          ‐                       ‐                        INTEREST REVENUE 260                       21                         ‐                       10                         (10)                       ‐                       ‐                        OPERATING TRANSFER IN FROM GENERAL FUND 33,753                 76,288                 103,664               63,357                 40,307                 149,424               149,424                Total Revenue                162,716                 136,395                 168,939                 107,425                    61,514                 160,224                 160,224                             ‐    Account Name  FY 2010 Actuals  FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  General Administration SALARIES & WAGES REGULAR EMPLOYEES ‐                       ‐                       15,941                 10,540                 5,401                   14,404                 14,404                  EMPLOYEE BENEFITS / 401A (SS MATCH)‐                       ‐                       540                       395                       145                       540                       540                        EMPLOYEE BENEFITS / FICA MEDICARE ‐                       ‐                       209                       153                       56                         209                       209                        UNEMPLOYMENT INSURANCE ‐                       ‐                       230                       10                         220                       34                         34                          WORKER'S COMPENSATION ‐                       ‐                       ‐                       ‐                       ‐                       43                         43                          PROFESSIONAL FEES 1,016                   ‐                       285                       285                       ‐                       ‐                       ‐                        PRINTING ‐                       ‐                       28                         27                         1                           ‐                       ‐                        GENERAL SUPPLIES ‐                       ‐                       1,372                   1,103                   269                       2,000                   2,000                    SUPPLIES/FOOD/MEALS ‐                       ‐                       776                       864                       (88)                       ‐                       ‐                        Total General Administration 1,016 ‐19,381 13,378 6,003 17,230 17,230 ‐ FY 2012 FY 2013 Operating Grant Fund Revenues Expenditures FY 2012 FY 2013 Total General Administration 1,016                                       19,381              13,378              6,003                17,230                17,230                                    Police SUPPLIES/UNIFORMS ‐                       ‐                       760                       761                       (1)                          ‐                       ‐                        OTHER EQUIPMENT/AFIS ‐                       ‐                       14,618                 14,618                 ‐                       ‐                       ‐                        OTHER EQUIPMENT/RAPID ID ‐                       ‐                       ‐                       19,005                 (19,005)                ‐                       ‐                       ‐                        Total Police ‐                      ‐                      15,378                34,384                (19,006)              ‐                      ‐                      ‐                       Fire SALARIES & WAGES/REGULAR EMPLOYEES 108,679               114,253               117,330               81,797                 35,533                 124,328               124,328                SALARIES & WAGES/HOLIDAY PAY 4,644                   5,371                   5,600                   2,940                   2,660                   5,600                   5,600                    EMPLOYEE BENEFITS/401A (SS MATCH)4,311                   4,537                   4,610                   3,227                   1,383                   4,663                   4,663                    EMPLOYEE BENEFITS/FICA MEDICARE 437                       1,325                   ‐                       1,248                   (1,248)                  1,802                   1,802                    PENSION (GMEBS)3,022                   3,663                   6,220                   2,637                   3,583                   6,601                   6,601                    Total Fire 121,093              129,148              133,760              91,849                41,911                142,994              142,994              ‐                       Public Works PROFESSIONAL FEES 40,348                 ‐                       ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        Total Public Works 40,348                ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                       Parks & Recreation PROFESSIONAL SERVICES ‐                       ‐                       ‐                       1,356                   (1,356)                  ‐                       ‐                        RENTAL VEHICLES ‐                       ‐                       ‐                       1,973                   (1,973)                  ‐                       ‐                        GENERAL SUPPLIES ‐                       ‐                       3,770                   432                       3,338                   ‐                       ‐                        Total Parks & Recreation ‐                      ‐                      3,770                  3,760                  10                        ‐                      ‐                      ‐                       Total Expenditures           162,456.37                 129,148                 172,289                 143,371                    28,918                 160,224                 160,224                             ‐    TOTAL REVENUES OVER/(UNDER) EXPENDITURES 260                7,247             (3,350)             ‐                 ‐                 ‐                  BEGINNING FUND BALANCE 3,164             3,424             10,670           7,320             7,320             7,320              ENDING FUND BALANCE 3,424             10,670         7,320           7,320             7,320           7,320            82 Account Name FY 2010 Actuals FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  HOTEL/MOTEL EXCISE TAX 45,727                 49,294                 40,000                 39,931                 69                         50,000                 50,000                  Total Revenue                   45,727                    49,294                    40,000                    39,931                           69                    50,000                    50,000                             ‐    Account Name  FY 2010 Actuals  FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  OPERATING TRANSFER OUT TO GENERAL FUND 5,645                   14,376                 10,000                 4,989                   5,011                   20,000                 20,000                  OPERATING TRANSFER OUT TO SPECIAL EVENTS FUND 40,000                 35,000                 30,000                 30,000                 ‐                       30,000                 30,000                  Total Expenditures                   45,645                    49,376                    40,000                    34,989                      5,011                    50,000                    50,000                             ‐    TOTAL REVENUES OVER/(UNDER) EXPENDITURES 82                  (82)                 ‐                 ‐                 ‐                 ‐                  BEGINNING FUND BALANCE ‐                 82                  ‐                 ‐                 ‐                 ‐                  ENDING FUND BALANCE 82                   ‐               ‐               ‐                 ‐               ‐                FY 2012 FY 2013 Hotel/Motel Tax Fund Revenues Expenditures FY 2012 FY 2013 83           Capital Projects Fund                                 84 Account Name  FY 2010 Actuals  FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  INFRASTRUCTURE MAINTENANCE FEES 68,738                 68,208                 65,000                 41,369                 23,631                 60,000                 60,000                  SIDEWALK REPLACEMENT ‐                       9,750                   ‐                       ‐                       ‐                       ‐                       ‐                        CRABAPPLE PAVING FUND ‐                       6,300                   8,400                   9,450                   (1,050)                  ‐                       ‐                        TREE RECOMPENSE ‐                       ‐                       3,500                   3,500                   ‐                       ‐                       ‐                        LANDFILL USE FEES 154,393               82,264                 80,000                 62,154                 17,846                 80,000                 80,000                  HYA FEES 20,822                 9,375                   16,500                 7,363                   9,138                   10,000                 10,000                  INTEREST REVENUE 7,580                   5,040                   2,000                   4,996                   (2,996)                  5,000                   5,000                    REALIZED GAIN OR LOSS ON INVESTMENTS 1,177                   5,486                   2,000                   ‐                       2,000                   ‐                       ‐                        INSURANCE PROCEEDS/PUBLIC WORKS ‐                       21,530                 ‐                       ‐                       ‐                       ‐                       ‐                        OTHER MISC REV/ATLANTA HIDTA STIPEND ‐                       3,000                   3,000                   1,500                   1,500                   3,000                   3,000                    CAPITAL LEASE PROCEEDS 439,298               ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        OPERATING TRANSFER IN FROM GENERAL FUND 2,412,511           5,161,097           4,587,389           3,570,428           1,016,961           4,622,390           4,622,390            Total Revenue             3,104,519              5,372,050              4,767,789              3,700,760              1,067,029              4,780,390              4,780,390                             ‐    Account Name  FY 2010 Actuals  FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Mayor & Council CITY HALL ASSESSMENT 2,231                   ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        CONTRACTED/UASI ‐                       ‐                       50,000                 1,830                   48,170                 ‐                       ‐                        LAND ACQUISITION ‐                       1,645,456           12,706                 24,654                 (11,948)                ‐                       ‐                        BUILDINGS/FUTURE CITY FACILITIES ‐                       ‐                       175,000               63,454                 111,546               (50,000)                (50,000)                 Mayor & Council Total 2,231                  1,645,456          237,706              89,938                147,768              (50,000)              (50,000)              ‐                       General Admin VEHICLES / NEW VEHICLES 12,300                 ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        GlAd i Ttl 12 300 FY 2012 FY 2013 Capital Projects Fund Revenues FY 2012 FY 2013 Expenditures General Admin Total 12,300                ‐                    ‐                    ‐                    ‐                     ‐                      ‐                    ‐                     Finance COMPUTER / SOFTWARE 136,525               13,279                 ‐                       ‐                       ‐                       ‐                       ‐                        Finance Total 136,525              13,279                ‐                      ‐                      ‐                      ‐                      ‐                      ‐                       Information Technology PROFESSIONAL FEES 31,325                 ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        COMPUTER REFRESH ‐                       37,683                 49,317                 37,913                 11,404                 ‐                       ‐                        Information Technology Total 31,325                37,683                49,317                37,913                11,404                ‐                      ‐                      ‐                       Police VEHICLES / NEW VEHICLES 101,328               77,760                 ‐                       150                       (150)                     ‐                       ‐                        VEHICLES / REPLACEMENT RESERVE ‐                       31,088                 346,057               226,321               119,736               150,000               150,000                COMPUTER / SOFTWARE 15,891                 5,057                   ‐                       ‐                       ‐                       ‐                       ‐                        PUBLIC SAFETY COMMUNICATIONS ‐                       ‐                       ‐                       ‐                       ‐                       1,000,000           1,000,000            Police Total 117,218              113,905              346,057              226,471              119,586              1,150,000          1,150,000          ‐                       Fire FIRE STATION IMPROVEMENTS 4,722                   ‐                       35,007                 24,094                 10,913                 55,000                 55,000                  VEHICLES / NEW VEHICLES 20,118                 ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        VEHICLE REPLACEMENT RESERVE ‐                       ‐                       461,214               35,586                 425,628               350,000               350,000                VEHICLES / FIRE APPARATUS 419,987               4,124                   ‐                       ‐                       ‐                       ‐                       ‐                        ADVANCED LIFE SUPPORT EQUIP 29,580                 29,380                 2,032                   2,032                   0                           ‐                       ‐                        AED UNITS ‐                       ‐                       51,993                 32,914                 19,079                 ‐                       ‐                        SCBA CASCADE TRAILER ‐                       49,088                 ‐                       ‐                       ‐                       ‐                       ‐                        MASS NOTIFICATION SIRENS ‐                       ‐                       ‐                       ‐                       ‐                       132,500               132,500                Fire Total 474,407              82,592                550,246              94,626                455,620              537,500              537,500              ‐                       85 Capital Projects Fund Account Name  FY 2010 Actuals  FY 2011 Actuals  Amended Budget  Actuals as of  6/27/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Public Works CONSTRUCTION INSPECTORS 8,828                   20,978                 59,892                 ‐                       59,892                 ‐                       ‐                        GRAVEL ROADS MAINTENANCE 59,111                 37,021                 355,223               76,797                 278,426               (100,000)             (100,000)              STORMWATER MAINTENANCE 5,053                   51,012                 355,555               97,005                 258,550               35,000                 35,000                  NPDES PERMIT COMPLIANCE 294,569               32,782                 533,099               65,779                 467,320               ‐                       ‐                        PAVEMENT MANAGEMENT 676,107               2,763,745           2,225,184           222,617               2,002,567           1,900,000           1,900,000            PAVEMENT MGMT/CRABAPPLE PAVING FUND ‐                       ‐                       14,700                 ‐                       14,700                 ‐                       ‐                        SITE IMPROVEMENTS/PW YARD RELOCATION ‐                       14,835                 35,165                 9,988                   25,178                 50,000                 50,000                  INFRASTRUCTURE / TRAFFIC CALMING ‐                       ‐                       50,000                 925                       49,075                 ‐                       ‐                        INFRASTRUCTURE / RESTRIPING 75,417                 13,281                 127,818               61,722                 66,096                 80,919                 80,919                  INFRASTRUCTURE / EDGE OF PAVEMENT ‐                       ‐                       100,000               ‐                       100,000               ‐                       ‐                        INFRASTRUCTURE / BRIDGE REPLACEMENT 64,531                 109,747               915,058               354,133               560,925               250,000               250,000                INFRASTRUCTURE / SIDEWALKS ‐                       1,500                   42,225                 14,353                 27,872                 25,000                 25,000                  BETHANY@COGBURN RD INTERSECTION IMPROVMTS ‐                       17,911               578,619             135,243             443,376             (47,000)                (47,000)               HOPEWELL/FRANCIS/COGBURN INTERSECTION ‐                       81,324                 910,779               17,245                 893,534               ‐                       ‐                        HOPEWELL @ BIRMINGHAM INTERSECTION IMPROVMTS ‐                       ‐                     77,500               3,990                 73,510               237,000               237,000              VEHICLES / NEW VEHICLES 69,322                 ‐                       30,678                 ‐                       30,678                 ‐                       ‐                        CAMBRIDGE SCHOOL ZONE EQUIP ‐                       ‐                       ‐                       ‐                       ‐                       27,500                 27,500                  REPLACE SCHOOL ZONE FLASHERS ‐                       ‐                       ‐                       ‐                       ‐                       15,000                 15,000                  HOPEWELL @ BETHANY BND/BETHANY WAY ‐                       ‐                       ‐                       ‐                       ‐                       75,000                 75,000                  Public Works Total 1,252,936          3,144,137          6,411,495          1,059,797          5,351,698          2,548,419          2,548,419          ‐                       Parks & Recreation PROF FEEES/PARKS & REC 15 YEAR COMP PLAN ‐                       ‐                       25,000                 ‐                       25,000                 ‐                       ‐                        PROF FEES/SIGN PROGRAM ‐                       ‐                       15,000                 ‐                       15,000                 ‐                       ‐                        PROF FEES/B'HAM PARK MASTER PLAN ‐                       ‐                       25,000                 24,963                 37                         ‐                       ‐                        FACILITY R&M/BETHWELL HOUSE RENOVATIONS ‐                       147,731               4,200                   4,200                   ‐                       ‐                       ‐                        RENTAL LAND &BUILDINGS/FCBOE LEASE 210 000 142 147 67 853 Expenditures FY 2012 FY 2013 RENTAL LAND & BUILDINGS/FCBOE LEASE ‐                        ‐                     210,000             142,147             67,853               ‐                       ‐                      SITES / PARK LAND ACQUISTION 16,400                 50,435                 1,417,069           48,118                 1,368,952           ‐                       ‐                        SITE IMPROVEMENT/CRABAPPLE CROSSING PARTNERSHIP ‐                       10,234               139,766             103,301             36,465               ‐                       ‐                      TRAILS/TRAIL PLAN IMPLEMENTATION ‐                       ‐                       905,000               ‐                       905,000               500,000               500,000                TRAILS/TRAIL PLAN UPDATE ‐                       ‐                       15,000                 15,000                 ‐                       ‐                       ‐                        INFRASTRUCTURE / BELL PARK 1,966                   35,456                 50,695                 10,769                 39,926                 7,500                   7,500                    Parks & Recreation Total 18,366                243,856              2,806,730          348,498              2,458,232          507,500              507,500              ‐                       Community Development PROF FEES/TDR FEASIBILITY STUDY ‐                       ‐                       75,000                 24,751                 50,249                 (12,000)                (12,000)                 PROF FEES/CRABAPPLE MASTER PLAN ‐                       30,253                 ‐                       ‐                       ‐                       ‐                       ‐                        ARCHITECTURAL CODE ‐                       ‐                       50,000                 32,113                 17,887                 ‐                       ‐                        FORM BASED CODE/TDR ORDINANCE 35,000                 ‐                       35,000                 (35,000)                (35,000)                 COMPREHENSIVE PLAN 58                         ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        PROPERTY / SITE IMPROVEMENTS 175                       ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        SITE IMPROVEMENT/TREE RECOMPENSE ‐                       620                       15,505                 ‐                       15,505                 ‐                       ‐                        VEHICLES / NEW VEHICLES 38,774                 ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        COMPUTER / SOFTWARE 171,316               ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        Community Development Total 210,323              30,872                175,505              56,864                118,641              (47,000)              (47,000)              ‐                       Unallocated CONTINGENCY ‐                       ‐                       ‐                       ‐                       ‐                       133,971               133,971                Unallocated Total ‐                      ‐                      ‐                      ‐                      ‐                      133,971              133,971              ‐                       Total Expenditures 2,255,631           5,311,780           10,577,056         1,914,108           8,662,948           4,780,390           4,780,390           ‐                        TOTAL REVENUES OVER/(UNDER) EXPENDITURES 848,888 60,270 (5,809,267) - - - BEGINNING FUND BALANCE 4,900,109 5,748,997 5,809,267 0 0 0 ENDING FUND BALANCE 5,748,997 5,809,267 0 0 0 0 86 Capital Project FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Requested Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Mayor & Council Future City Facilities 175,000 72,254 102,746 (50,000) - - - - (50,000) Land Acquisition 1,658,163 1,670,110 (11,947) - - - - - - TOTAL MAYOR & COUNCIL 1,833,163 1,742,364 90,799 (50,000) - - - - (50,000) Information Technology Computer Refreshes 87,000 75,597 11,403 - - - - - - TOTAL INFORMATION TECHNOLOGY 87,000 75,597 11,403 - - - - - - Police Public Safety Communications 50,000 1,830 48,170 1,000,000 1,000,000 - - - 2,000,000 Vehicle Replacement Reserve 377,145 307,406 69,739 150,000 100,000 100,000 100,000 100,000 550,000 TOTAL POLICE 427,145 309,236 117,909 1,150,000 1,100,000 100,000 100,000 100,000 2,550,000 Fire Station Renovation & Repair 76,000 65,087 10,913 55,000 - - - - 55,000 Apparatus/Vehicle Replacement Reserve 461,214 35,586 425,628 350,000 350,000 350,000 350,000 350,000 1,750,000 AED Units 51,993 32,914 19,079 - - - - - - Rescue Pumper*- - - - 75,000 75,000 75,000 75,000 300,000 Mass Notification Siren Project*- - - 132,500 132,500 - - - 265,000 Public Education Trailer Conversion*- - - - - 20,000 - - 20,000 TOTAL FIRE 589,207 133,588 455,619 537,500 557,500 445,000 425,000 425,000 2,390,000 Public Works Construction Inspectors 95,000 35,108 59,892 - - - - - - Gravel Roads Maintenance 650,000 372,884 277,116 (100,000) 145,000 145,000 145,000 145,000 480,000 Repair Major Stormwater Structures 419,750 161,200 258,550 35,000 275,000 275,000 275,000 275,000 1,135,000 NPDES 958,500 491,180 467,320 - - - - - - Pavement Management 6,215,000 4,212,527 2,002,473 1,900,000 1,900,000 1,900,000 1,900,000 1,900,000 9,500,000 Crabapple Paving Fund 14,700 - 14,700 - - - - - - Public Works Yard Construction 50,000 24,823 25,177 50,000 - - - - 50,000 Traffic Calming 88,058 38,983 49,075 - - - - - - Re-Striping of Existing Roads 265,000 198,904 66,096 80,919 80,000 80,000 80,000 80,000 400,919 Edge of Pavement Repair 100,000 - 100,000 - 50,000 50,000 50,000 50,000 200,000 Bridge Replacement Program 1,195,000 742,218 452,782 250,000 250,000 250,000 250,000 250,000 1,250,000 PW-Sidewalk Repair 43,725 15,853 27,872 25,000 10,000 10,000 10,000 10,000 65,000 FY 2013 Capital Project Requests Prior Years, Current Budget and Future Plans Bethany/Cogburn Intersection Improvmts 596,530 153,154 443,376 (47,000) - - - - (47,000) Hopewell/Francis/Cogburn Intersection Impr 992,103 98,569 893,534 - - - - - - Hopewell @ Birmingham Intersection Improv 77,500 - 77,500 237,000 438,000 500,000 - - 1,175,000 New Vehicles 100,000 69,322 30,678 - - - - - - Cambridge School Zone Equipment*- - - 27,500 - - - - 27,500 Replace School Zone Flashers*- - - 15,000 - - - - 15,000 Hopewell @ Bethany Bnd/Bethany Way*- - - 75,000 130,000 310,000 300,000 300,000 1,115,000 TOTAL PUBLIC WORKS 11,860,866 6,614,726 5,246,140 2,548,419 3,278,000 3,520,000 3,010,000 3,010,000 15,366,419 Parks & Recreation Parks & Rec 15-Year Comp Plan 25,000 - 25,000 - - - - - - Sign Program 15,000 - 15,000 - - - - - - Schools IGA 210,000 142,147 67,853 - - - - - - Land Acquisition & Park Enhancement 1,483,904 447,583 1,036,321 - - - - - - Crabapple Crossing Partnership 150,000 103,301 46,699 - - - - - - Park and Trail Expansion 905,000 - 905,000 500,000 1,000,000 300,000 300,000 300,000 2,400,000 Trail Plan Update 15,000 - 15,000 - - - - - - Bell Memorial Capital Improvements 86,151 46,225 39,926 7,500 7,500 7,500 7,500 7,500 37,500 Crabapple Community Center/Park*- - - - 60,000 - - - 60,000 TOTAL PARKS & RECREATION 2,915,055 764,220 2,150,835 507,500 1,067,500 307,500 307,500 307,500 2,497,500 Community Development TDR Feasibility Study 75,000 24,751 50,249 (12,000) - - - - (12,000) Conservation Easement Program 35,000 - 35,000 (35,000) - - - - (35,000) Architectural Code 50,000 32,113 17,887 - - - - - - Tree Recompense 16,125 620 15,505 - - - - - - Annual Tree Pruning*- - - - 25,000 25,000 25,000 25,000 100,000 Arnold Mill Corridor Study*- - - - 120,000 - - - 120,000 TOTAL COMMUNITY DEVELOPMENT 176,125 57,484 118,641 (47,000) 145,000 25,000 25,000 25,000 173,000 Subtotal 17,888,561 9,697,213 8,191,348 4,646,419 6,148,000 4,397,500 3,867,500 3,867,500 22,926,919 Contingency 133,971 Budgeted Fund Balance Total 17,888,561 9,697,213 8,191,348 4,780,390 6,148,000 4,397,500 3,867,500 3,867,500 22,926,919 *New Capital Projects for FY 13 87 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 124,000 72,254 51,746 (50,000) - - - - (50,000) Study / Consultant Project 50,000 - 50,000 - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) 1,000 - 1,000 - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 175,000 72,254 102,746 (50,000) - - - - (50,000) Financing Sources Cash Capital - Operating Budget 175,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 175,000 - - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Future City Facilities Account Number 300-1110-541300200 Requesting Department: Type of Project or Acquisition: Mayor & Council New In the next several fiscal years, the Milton Mayor and City Council have expressed an interest in moving away from the monthly rental, business park, type environment where the current City Hall is located. Over the next years, there will be a need to re-evaluate a master plan, design, engineer and build a City Hall and Public Safety structure. At the onset of this budget year, staff remains in the "planning for the next steps" phase. Staff is of the belief there should be money programmed related to future city facilities and therefore estimates conservatively the revisit of a master plan at a cost not to exceed $50,000. Additionally, it appears planning and design range industry wide between 30% and 35% of the project total cost. Making several of the assumptions we have made as a group, a total project cost of $6,000,000 would result in planning and design Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Detail Project Description: Other Project Priorities: (choose all that apply) None somewhere in the neighborhood of $400,000.Detail Impact on Operating Budget: There will be further detail on the impact on the operating budget as this project moves forward. Relation to Other Projects: 88 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW 1,658,163 1,670,110 (11,947) - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 1,658,163 1,670,110 (11,947) - - - - - - Financing Sources Cash Capital - Operating Budget - - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources - - - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Land Acquisition Account Number Requesting Department:Type of Project or Acquisition: 300-1110-541100000 Mayor & Council New Detail Project Description: Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Relation to Other Projects: None Detail Impact on Operating Budget: 89 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition 87,000 75,597 11,403 - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 87,000 75,597 11,403 - - - - - - Financing Sources Cash Capital - Operating Budget - - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources - - - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Computer Refreshes Account Number Requesting Department:Type of Project or Acquisition: 300-1535-542402000 Information Technology Maintenance Detail Project Description: Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Relation to Other Projects: None Detail Impact on Operating Budget: 90 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - Study / Consultant Project 50,000 1,830 48,170 1,000,000 1,000,000 - - - 2,000,000 Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 50,000 1,830 48,170 1,000,000 1,000,000 - - - 2,000,000 Financing Sources Cash Capital - Operating Budget 50,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 50,000 - - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Public Safety Communications Account Number Requesting Department:Type of Project or Acquisition: 300-1110-521210001 Mayor & Council New Detail Project Description: Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Relation to Other Projects: There will be further detail on the impact on the operating budget as this project moves forward. None Detail Impact on Operating Budget: 91 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition 377,145 307,406 69,739 150,000 100,000 100,000 100,000 100,000 550,000 Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 377,145 307,406 69,739 150,000 100,000 100,000 100,000 100,000 550,000 Financing Sources Cash Capital - Operating Budget 377,145 150,000 100,000 100,000 100,000 100,000 550,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 377,145 150,000 100,000 100,000 100,000 100,000 550,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Capital Project Request Form VEHICLE REPLACEMENT RESERVE Account Number Type of Project or Acquisition: 300-3210-542202000 Replacement Requesting Department: Police Included in an approved departmental work plan: Detail Project Description: Vehicles in the Police Department have an anticipated useable life and then require replacement. It makes prudent budgeting sense to fund a replacement each year so that when the vehicle must be replaced, the funding impact in one fiscal year is less. A Police vehicle has an estimated useable life, absent major unanticipated damage, of 5 years. Relation to Other Projects:No impact expected. None Improves efficiency: Detail Impact on Operating Budget: 92 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 76,000 65,087 10,913 55,000 - - - - 55,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 76,000 65,087 10,913 55,000 - - - - 55,000 Financing Sources Cash Capital - Operating Budget 76,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 76,000 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Detail Project Description: This project is to repair damages to the existing Station 43 parking lot and sidewalks Included in an approved departmental work plan: Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Capital Project Request Form FIRE STATION REPAIR / RENOVATION Account Number Type of Project or Acquisition: 300-3510-522280000 RenovationFire Requesting Department: Detail Impact on Operating Budget: Relation to Other Projects: No impact anticipated. Station 42 renovation Improves efficiency: 93 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition 461,214 35,586 425,628 350,000 350,000 350,000 350,000 350,000 1,750,000 Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 461,214 35,586 425,628 350,000 350,000 350,000 350,000 350,000 1,750,000 Financing Sources Cash Capital - Operating Budget 461,214 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 461,214 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form APPARATUS/VEHICLE REPLACEMENT RESERVE Account Number Requesting Department:Type of Project or Acquisition: 300-3510-542202000 Fire Replacement Detail Project Description: Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Included in an approved departmental work plan: Relation to Other Projects: Improves efficiency: Detail Impact on Operating Budget: 94 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition 51,993 32,914 19,079 - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 51,993 32,914 19,079 - - - - - - Financing Sources Cash Capital - Operating Budget 51,993 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 51,993 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form AED UNITS Account Number Requesting Department:Type of Project or Acquisition: 300-3510-542507101 Fire New Detail Project Description: Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Included in an approved departmental work plan: Relation to Other Projects: No impact anticipated. Improves efficiency: Detail Impact on Operating Budget: 95 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design - - - - - - - Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - - - - - - Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - 75,000 75,000 75,000 75,000 - 300,000 Maintenance & Repair (non-construction) - - - - - - Technology - Hardware/Software Acquisition - - - - - - Economic Development Program - - - - - - Other - - - - - - - Total Project Expenditures - 75,000 75,000 75,000 75,000 - 300,000 Financing Sources Cash Capital - Operating Budget - - - - - - Debt Financing - 75,000 75,000 75,000 75,000 - 300,000 Other - - - - - - Total Financing Sources - 75,000 75,000 75,000 75,000 - 300,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - 534,300 - - - 534,300 Increases Operating Costs: Maintenance & Operating - 44,600 5,000 5,000 5,000 5,000 64,600 Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - 578,900 5,000 5,000 5,000 5,000 598,900 Other Project Priorities: (choose all that apply) Detail Project Description: Supportive of which Council goal: (required field) This proposed capital purchase will provide us with a smaller, more economically efficient and versatile apparatus to base out of the Capital Project Request Form New Vehicle: Light Rescue Requesting Department: Strategic Plan Strategy:Strategic Action Item: Fire Provide Responsible and Responsive Government Engage in Proactive Planning j (ppy) Meets legal mandate: Removes/reduces a hazard: Improves efficiency: pp p p p y pp new Highway 9 station. The unit is intended to provide transport capable EMS-Rescue capacity while simultaneously providing a limited pumper/fire fighting system that can provide first response fire suppression capabilities. On larger incidents, it can then double as an essential platform for the NFPA recommended firefighter rescue teams (RIT) through its paramedic-trained personnel and its ability to establish its own water supply (e.g. an independent hose line dedicated to rescue services) in accordance with the NFPA standard. Detail Impact on Operating Budget: This will represent an initial capital outlay of close to 300,000. However, this smaller vehicle will be cheaper to maintain (it does not require the extensive and specialized preventative and emergency repair contracts required by the custom pumpers), will use less fuel, less expensive tires, and will be more versatile in its use. This vehicle will shoulder the bulk of the EMS calls that we are now putting high mileage on our firefighting vehicles to respond to. Since EMS calls occupy the largest percentage of our call volume (about half of our calls are consistently EMS-related), this purchase should result in a savings in wear and tear as well as routine operating cost expense over the larger Pierce Engines. The apparatus will have a similar maintenance contract cost to other city vehicles, but would be more along the lines of a commercial chassis stake-bed truck as opposed to the specialized contracts of the custom pumpers. It should not increase fuel consumption appreciably (in fact, it should lower it because the vehicle is smaller and the travel distance to most calls will be shortened by being stationed in the Highway 9 area), because the call volume dictates how much the vehicles in our fleet drive, and that will not change. Relation to Other Projects: This provides the vehicle to support the Multi-Purpose Rescue Squad which will be addressed in a M&O New Initiatives budget. It also coincides with the construction of the new station in the Highway 9 corridor. 96 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design - - - - - - - Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - - - - - - Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition 117,500 132,500 - - - - 250,000 Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition 15,000 - - - - - 15,000 Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures 132,500 132,500 - - - - 265,000 Financing Sources Cash Capital - Operating Budget 132,500 132,500 - - - - 265,000 Debt Financing - - - - - - - Other (please explain) - - - - - - - Total Financing Sources 132,500 132,500 - - - - 265,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating 5,000 5,000 5,000 5,000 5,000 5,000 30,000 Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact 5,000 5,000 5,000 5,000 5,000 5,000 30,000 Other Project Priorities: (choose all that apply) Capital Project Request Form Emergency Management - Mass Notification Siren Project Requesting Department: Strategic Plan Strategy:Strategic Action Item: Fire Provide Responsible and Responsive Government Engage in Proactive Planning Detail Project Description: This project involves providing mass warning sirens strategically located about the city for severe weather emergencies. The Meets legal mandate: This project involves providing mass warning sirens strategically located about the city for severe weather emergencies. The current budget in this outline anticipates approximately 10 sirens to cover the city (numbers wont be fully established until the RFP), a communications system for the sirens and annual maintenance for both. This project could likely take until FY 2014 to complete. Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: This project has yet to be bid out and the figures involved are preliminary estimates based on vendor and personal research. There will be an initial capital outlay and a repeating annual maintenance contract with this project. The equipment outlined has a usable life of around 25 to 30 years (the siren on Station 42 is still operable some 40 years later, but not sufficient for this project). Relation to Other Projects: This is related to the Code Red Initiative from FY 2012. 97 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design - - - - - - - Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - - - - - - Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - 20,000 - - - 20,000 Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures - - 20,000 - - - 20,000 Financing Sources Cash Capital - Operating Budget - - - - - - - Debt Financing - - - - - - - Other (please explain) - - - - - - - Total Financing Sources - - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating 2,000 2,000 2,000 2,000 2,000 2,000 12,000 Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact 2,000 2,000 2,000 2,000 2,000 2,000 12,000 Other Project Priorities: (choose all that apply) Capital Project Request Form Fire Marshal - Public Education Trailer Conversion Requesting Department: Strategic Plan Strategy:Strategic Action Item: Fire Provide Responsible and Responsive Government Engage in Proactive Planning Detail Project Description: This project is an enhancement to Milton Fire Department's ability to provide community education programs, including teaching life-Meets legal mandate: This project is an enhancement to Milton Fire Departments ability to provide community education programs, including teaching life safety skills to school age children and instructional programs to adults and various community groups. We currently have a strong commitment to community education, but up to this point, these programs have been provided without the traditional support materials/equipment that most other fire departments use in their community programs. One of the basic props of any fire education program is a fire safety house. This traditionally provides the platform for critical life safety education programs for communities across the US. Milton currently has a FEMA command trailer that it barely uses. Rather than purchase a trailer (which can run $60,000 or more), this capital request seeks $20,000 so that Milton firefighters can repurpose the Command Trailer so that it can also be used as a regular educational prop for the Department. The item will continue to be available for other uses as needed. Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: If funded, then we will begin to use the trailer actively, and we will see a small increase in fuel consumption and other vehicle upkeep funds (e.g. tires etc). However, because of the nature of the initiative, the bulk of the expense will be in the initial budget year. It also increases the utility of a currently owned item and still realizes a savings over the potential $60,000 expense if we bought a new trailer.Relation to Other Projects: This is related to the Assistant Fire Marshal project, who will take primary responsibility for this. 98 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other 95,000 35,108 59,892 - - - - - - Total Project Expenditures 95,000 35,108 59,892 - - - - - - Financing Sources Cash Capital - Operating Budget 95,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 95,000 - - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - Supportive of which Council goal: (required field) Removes/reduces a hazard: Other Project Priorities: (choose all that apply) Select from drop down listThese funds for assistance in project management and construction inspection for projects in excess of $50,000. Construction and Inspection Services Capital Project Request Form Project Number Requesting Department: Meets legal mandate: Included in an approved departmental work plan: Detail Project Description: Public Works300-4101-521205000 Type of Project or Acquisition: Renovation Detail Impact on Operating Budget: Relation to Other Projects: Improves efficiency: 99 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 25,000 - 25,000 - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 351,000 294,777 56,223 - - - - - - Construction - in-house 274,000 78,107 195,893 (100,000) 145,000 145,000 145,000 145,000 480,000 Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 650,000 372,884 277,116 (100,000) 145,000 145,000 145,000 145,000 480,000 Financing Sources Cash Capital - Operating Budget 650,000 (100,000) 145,000 145,000 145,000 145,000 480,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 650,000 (100,000) 145,000 145,000 145,000 145,000 480,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Meets legal mandate: Included in an approved departmental work plan: Detail Project Description: 300-4101-522203000 Type of Project or Acquisition: Select from drop down list Removes/reduces a hazard: Other Project Priorities: (choose all that apply) These funds would be used to provide supplemental grading and maintenance activities for the 13 miles of gravel roads. Capital Project Request Form Account Number Maintenance Gravel Road Maintenance Requesting Department: Public Works Improves efficiency: Relation to Other Projects: Could reduce the maintenance costs of gravel roads caused by poor drainage areas. Detail Impact on Operating Budget: 100 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 50,000 50,000 - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 369,750 111,200 258,550 35,000 275,000 275,000 275,000 275,000 1,135,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 419,750 161,200 258,550 35,000 275,000 275,000 275,000 275,000 1,135,000 Financing Sources Cash Capital - Operating Budget 419,750 35,000 275,000 275,000 275,000 275,000 1,135,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 419,750 35,000 275,000 275,000 275,000 275,000 275,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) 300-4101-522250000 Type of Project or Acquisition: Removes/reduces a hazard: Other Project Priorities: (choose all that apply) Maintenance Select from drop down listThese funds will include the scoping, design and construction of repairs associated with the city's stormwater infrastructure. It is anticipated that as the stormwater system is inspected and inventoried under the requirements of the NPDES stormwater permit that deficiencies in the system will be identified. Funding includes the design and repair to two drainage systems in Thompson Road as well as minor repairs systemwide. Repair Major Stormwater Structures, as needed Requesting Department: Public Works Detail Project Description: Capital Project Request Form Account Number Meets legal mandate: Included in an approved departmental work plan: Detail Impact on Operating Budget: Relation to Other Projects: Improves efficiency: 101 FY 2012 & Prior Budget Project Expenditures as of 6/27/11 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other 958,500 491,180 467,320 - - - - - - Total Project Expenditures 958,500 491,180 467,320 - - - - - - Financing Sources Cash Capital - Operating Budget 958,500 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 958,500 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - Additional Revenues: Taxes - - - - - - Additional Revenues: Charges for Service - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - Additional Revenues: Licenses & Permits - - - - - - Additional Revenues: Intergovernmental - - - - - - Other - - - - - - Total Operating Impact - - - - - - Supportive of which Council goal: (required field) These funds provide for compliance with the city's NPDES stormwater permit compliance requirements Project Number 300-4101-522251000 Public Works Included in an approved departmental work plan: Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Type of Project or Acquisition: Detail Project Description: Capital Project Request Form NPDES Permit Compliance Requesting Department: Renovation Improves efficiency: Detail Impact on Operating Budget: Relation to Other Projects: 102 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 50,000 - 50,000 - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 6,165,000 4,212,527 1,952,473 1,900,000 1,900,000 1,900,000 1,900,000 1,900,000 9,500,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 6,215,000 4,212,527 2,002,473 1,900,000 1,900,000 1,900,000 1,900,000 1,900,000 9,500,000 Financing Sources Cash Capital - Operating Budget 6,215,000 1,900,000 1,900,000 1,900,000 1,900,000 1,900,000 9,500,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 6,215,000 1,900,000 1,900,000 1,900,000 1,900,000 1,900,000 9,500,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) 300-4101-522260000 Type of Project or Acquisition: Removes/reduces a hazard: Other Project Priorities: (choose all that apply) Maintenance Select from drop down listAs part of the annual pavement resurfacing program these funds would be used to provide deep patching and roadway repair for those sections of roads which have not yet been identified for reconstruction but require localized patching and repair. These funds would also be used to provide any pre-overlay repair for those roads approved un the GDOT LMIG program. Provides for reconstruction of the remaining portion of S. Thompson, Freemanville Road (from Louis to Providence Rd)Dinsmore Rd, Webb Rd (SR9 to Cogburn) and New Bullpen Rd in accordance with the Pavement Management Plan. A portion of the requested funding is to be allocated to the Requesting Department: Public Works Detail Project Description: Pavement Management Capital Project Request Form Account Number Meets legal mandate: Included in an approved departmental work plan: repair and paving of residential streets. Detail Impact on Operating Budget: Relation to Other Projects: Improves efficiency: 103 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 14,700 - 14,700 - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 14,700 - 14,700 - - - - - - Financing Sources Cash Capital - Operating Budget - - - - - - - Debt Financing - - - - - - - Other - Funds received from developers 14,700 - - - - - - Total Financing Sources 14,700 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Crabapple Paving Fund Account Number Requesting Department:Type of Project or Acquisition: 300-4101-522260001 Public Works Maintenance Detail Project Description: Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Relation to Other Projects: Detail Impact on Operating Budget: 104 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 50,000 24,823 25,177 50,000 - - - - 50,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 50,000 24,823 25,177 50,000 - - - - 50,000 Financing Sources Cash Capital - Operating Budget 50,000 50,000 - - - - 50,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 50,000 50,000 - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Public Works Yard Construction Account Number Type of Project or Acquisition: 300-4101-541200001 New Requesting Department: Public Works Select from drop down list Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Detail Project Description: Relocation of the Public Works Yard within Birmingham Park Other Project Priorities: (choose all that apply) Relation to Other Projects: Detail Impact on Operating Budget: 105 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 5,000 - 5,000 - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 83,058 38,983 44,075 - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 88,058 38,983 49,075 - - - - - - Financing Sources Cash Capital - Operating Budget 88,058 - - - - - - - Debt Financing - - - - - - - - Other - - - - - - - - Total Financing Sources 88,058 - - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Meets legal mandate: Included in an approved departmental work plan: Detail Project Description: 300-4101-541400400 Type of Project or Acquisition: Select from drop down list Removes/reduces a hazard: Other Project Priorities: (choose all that apply) In FY 08 9 projects were identified as eligible for inclusion in the approved traffic calming program. The intial funding for this project was established to install those measures in the approved neighborhoods in accordance with the standards in place at that time. In FY10 the standards were updated and the the qualifications thresholds were modified. While future funding will be allocated on a first come-first serve basis, the existing neighborhoods will be re evaluated based on the new criteria. Capital Project Request Form Account Number New Traffic Calming (PW.07.3037) Requesting Department: Public Works Improves efficiency: Relation to Other Projects: Negligible Traffic Calming Program Detail Impact on Operating Budget: 106 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 265,000 198,904 66,096 80,919 80,000 80,000 80,000 80,000 400,919 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 265,000 198,904 66,096 80,919 80,000 80,000 80,000 80,000 400,919 Financing Sources Cash Capital - Operating Budget 265,000 80,919 80,000 80,000 80,000 80,000 400,919 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 265,000 80,919 80,000 80,000 80,000 80,000 665,919 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) 300-4101-541400900 Type of Project or Acquisition: Removes/reduces a hazard: Other Project Priorities: (choose all that apply) Maintenance Select from drop down list Requesting Department: Public Works Detail Project Description: Continue the proactive re-striping of roads. Re-Striping of Existing Roads Capital Project Request Form Account Number Meets legal mandate: Detail Impact on Operating Budget: Relation to Other Projects: Improves efficiency: Included in an approved departmental work plan: 107 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house 100,000 - 100,000 - 50,000 50,000 50,000 50,000 200,000 Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 100,000 - 100,000 - 50,000 50,000 50,000 50,000 200,000 Financing Sources Cash Capital - Operating Budget 100,000 - 50,000 50,000 50,000 50,000 200,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 100,000 - 50,000 50,000 50,000 50,000 300,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - Additional Revenues: Taxes - - - - - - Additional Revenues: Charges for Service - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - Additional Revenues: Licenses & Permits - - - - - - Additional Revenues: Intergovernmental - - - - - - Other - - - - - - Total Operating Impact - - - - - - Supportive of which Council goal: (required field) These funds would be used to repair edge of pavement failures and drop-offs along our major roads. Public Works300-4101-541401100 Meets legal mandate: Included in an approved departmental work plan: Select from drop down list Removes/reduces a hazard: Other Project Priorities: (choose all that apply) Detail Project Description: Type of Project or Acquisition: Capital Project Request Form Account Number Requesting Department: Maintenance Edge of Pavement Repair These funds are part of the overall pavement management program. Improves efficiency: Detail Impact on Operating Budget: Relation to Other Projects: 108 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 322,133 278,265 43,868 125,000 120,000 120,000 120,000 120,000 605,000 Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 841,792 432,878 408,914 125,000 130,000 130,000 130,000 130,000 645,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW 31,075 31,075 - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 1,195,000 742,218 452,782 250,000 250,000 250,000 250,000 250,000 1,250,000 Financing Sources Cash Capital - Operating Budget 1,195,000 - 250,000 250,000 250,000 250,000 250,000 1,250,000 Debt Financing - - - - - - - - Other - - - - - - - - Total Financing Sources 1,195,000 - 250,000 250,000 250,000 250,000 250,000 250,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Public Works300-4101-541401200 Type of Project or Acquisition: Removes/reduces a hazard: Other Project Priorities: (choose all that apply) Replacement Select from drop down listThese funds will be used for design and construction services related to the bridge replacement and improvement program. Bridges will be repaired and maintained in accordance with the recommendations provided in the URS and GDOT inspection reports. Replacement of the Cogburn Road Bridge is included as well as maintenance activities to the Bethany Road Bridge over Copper Sandy Creek, Birmingham Road Bridge over Chicken Creek, Birmingham Road Bridge over an unnamed tributary of Chicken Creek and Hopewell Road Bridge over Chicken Creek. Bridge Replacement Program Detail Project Description: Capital Project Request Form Account Number Requesting Department: Meets legal mandate: Included in an approved departmental work plan: Detail Impact on Operating Budget: Relation to Other Projects: Improves efficiency: 109 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 43,725 15,853 27,872 25,000 10,000 10,000 10,000 10,000 65,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 43,725 15,853 27,872 25,000 10,000 10,000 10,000 10,000 65,000 Financing Sources Cash Capital - Operating Budget 43,725 25,000 10,000 10,000 10,000 10,000 65,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 43,725 25,000 10,000 10,000 10,000 10,000 10,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Citywide sidewalk repairs Account Number Type of Project or Acquisition: 300-4101-541401300 Maintenance Requesting Department: Public Works Select from drop down list Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Detail Project Description: Citywide sidewalk and curb & gutter repairs. Other Project Priorities: (choose all that apply) Relation to Other Projects: Detail Impact on Operating Budget: 110 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 20,000 17,911 2,089 - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 471,530 95,873 375,657 (47,000) - - - - (47,000) Construction - in-house - - - - - - - - - Land Acquisition, including ROW 105,000 39,370 65,630 - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 596,530 153,154 443,376 (47,000) - - - - (47,000) Financing Sources Cash Capital - Operating Budget 596,530 (47,000) - - - - (47,000) Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 596,530 (47,000) - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Bethany Bend/Cogburn Road Intersection Improvements Account Number 300-4101-541401600 Capital Project Request Form Requesting Department:Type of Project or Acquisition: Public Works New Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Detail Project Description: Intersection improvements at the Bethany Bend/Cogburn Road intersection associated with the construction of the new high school.Select from drop down list Other Project Priorities: (choose all that apply) DtilI t O ti Bd t Relation to Other Projects: Detail Impact on Operating Budget: 111 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 112,103 97,546 14,557 - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 765,000 - 765,000 - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW 115,000 1,023 113,977 - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 992,103 98,569 893,534 - - - - - - Financing Sources Cash Capital - Operating Budget 992,103 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 992,103 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Requesting Department: Public WorksHopewell/Francis/Cogburn Road Intersection Improvements Account Number Type of Project or Acquisition: 300-4101-541401700 New Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Detail Project Description: Select from drop down list Other Project Priorities: (choose all that apply) Intersection improvements at the Hopewell/Francis/Cogburn Road intersection. Year 1 includes the evaluation of design alternatives and the development of construction documents. DtilI t O ti Bd t Relation to Other Projects: Detail Impact on Operating Budget: 112 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 77,500 - 77,500 237,000 - - - - 237,000 Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - 438,000 500,000 - - 938,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 77,500 - 77,500 237,000 438,000 500,000 - - 1,175,000 Financing Sources Cash Capital - Operating Budget 77,500 237,000 438,000 500,000 - - 1,175,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 77,500 237,000 438,000 500,000 - - 1,252,500 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Type of intersection improvement to be evaluated based initial capital and overall Detail Project Description: This project will provide survey and design services for intersection improvements at the Hopewell Road - Birmingham Road intersection. This intersection was identified in the Transportation Master Plan as a priority intersection for operation improvements.Removes/reduces a hazard: Detail Impact on Operating Budget: Improves efficiency: Meets legal mandate: Other Project Priorities: (choose all that apply) Capital Project Request Form Hopewell @ Birmingham Rd Intersection Improvements Account Number 300-4101-541401701 Requesting Department: Strategic Plan Strategy: Public Works Provide Responsible and Responsive Government Strategic Action Item: Relation to Other Projects: Type of intersection improvement to be evaluated based initial capital and overall operational costs. 113 FY 2012 & Prior Budget Project Expenditures as of 6/27/11 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition 100,000 69,322 30,678 - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 100,000 69,322 30,678 - - - - - - Financing Sources Cash Capital - Operating Budget 100,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 100,000 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form New Vehicle Account Number Requesting Department:Type of Project or Acquisition: 300-4101-542201000 Public Works New Detail Project Description: Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Relation to Other Projects: Detail Impact on Operating Budget: 114 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design 27,500 - - - - - 27,500 Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - - - - - - Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures 27,500 - - - - - 27,500 Financing Sources Cash Capital - Operating Budget 27,500 - - - - - 27,500 Debt Financing - - - - - - - Other (please explain) - - - - - - - Total Financing Sources 27,500 - - - - - 27,500 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Other Project Priorities: (choose all that apply) Strategic Action Item: Provide Quality Services Detail Project Description: This project is to provide school zone equipment to establish the school zone for Cambridge High School Meets legal mandate: Capital Project Request Form School Zone Equipment for Cambridge High School Requesting Department: Strategic Plan Strategy: Public Works Provide Responsible and Responsive Government Relation to Other Projects: This project is to provide school zone equipment to establish the school zone for Cambridge High School Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: Meets legal mandate: 115 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design 15,000 - - - - - 15,000 Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - - - - - - Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures 15,000 - - - - - 15,000 Financing Sources Cash Capital - Operating Budget 15,000 - - - - - 15,000 Debt Financing - - - - - - - Other (please explain) - - - - - - - Total Financing Sources 15,000 - - - - - 15,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Other Project Priorities: (choose all that apply) Strategic Action Item: Provide Quality Services Detail Project Description: This project is to relace the school zone flashers for Crabapple Elementary-Northwestern Middle-Milton High School.Meets legal mandate: Capital Project Request Form Replace School Zone Flashers (Crabapple-Northwestern-Milton) Requesting Department: Strategic Plan Strategy: Public Works Provide Responsible and Responsive Government Relation to Other Projects: This project is to relace the school zone flashers for Crabapple Elementary Northwestern Middle Milton High School. Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: Meets legal mandate: 116 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design 75,000 130,000 - - - - 205,000 Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - 310,000 300,000 300,000 870,000 1,780,000 Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures 75,000 130,000 310,000 300,000 300,000 870,000 1,985,000 Financing Sources Cash Capital - Operating Budget 90,000 130,000 310,000 300,000 300,000 870,000 2,000,000 Debt Financing - - - - - - - Other (please explain) - - - - - - - Total Financing Sources 90,000 130,000 310,000 300,000 300,000 870,000 2,000,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Other Project Priorities: (choose all that apply) Capital Project Request Form Hopewell Road at Bethany Bend/Bethany Way Intersection Improvement Requesting Department: Strategic Plan Strategy: Public Works Provide Responsible and Responsive Government Meets legal mandate: Strategic Action Item: Engage in Proactive Planning Detail Project Description: This project is for intersection improvements at Hopewell Road @ Bethany Bend/Bethany Way Meets legal mandate: Relation to Other Projects: This project is for intersection improvements at Hopewell Road @ Bethany Bend/Bethany Way Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: 117 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 25,000 - 25,000 - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 25,000 - 25,000 - - - - - - Financing Sources Cash Capital - Operating Budget 25,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 25,000 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form PARKS AND RECREATION 15-YEAR COMPREHENSIVE MASTER PLAN Account Number Type of Project or Acquisition: 300-6110-521200001 New Requesting Department: Parks & Recreation Select from drop down list Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Detail Project Description: Parks and Recreation 15-year Comprehensive Plan is needed for future Capital planning. The plan will incorporate the Assessment Plan and Pattern Book, Needs Assessment Survey Results and will clearly establish the City's approach to Parks and Recreation for the next 15 years. This plan should be updated every 5-10 years. This plan will allow for grant funding applications and bond programs. Other Project Priorities: (choose all that apply) The Plan should be completed after the Birmingham Park Master Plan and in conjuction with the Trail Plan Update. Detail Impact on Operating Budget: Relation to Other Projects: 118 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 14,000 - 14,000 - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition 1,000 - 1,000 - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 15,000 - 15,000 - - - - - - Financing Sources Cash Capital - Operating Budget 15,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 15,000 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form PARK SIGN IMPLEMENTATION Account Number Type of Project or Acquisition: 300-6110-521200002 Replacement Requesting Department: Parks & Recreation Select from drop down list Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Detail Project Description: Update entrance signage/onsite signage for park property and include ROW directionals in vacinity of parks Other Project Priorities: (choose all that apply) Signs should be added once other improvements are made on sites - Bell Memorial, Bethwell, Crabapple (possibly Birmingham) Detail Impact on Operating Budget: Relation to Other Projects: 119 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 210,000 142,147 67,853 - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 210,000 142,147 67,853 - - - - - - Financing Sources Cash Capital - Operating Budget 210,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 210,000 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating 5,000 - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact 5,000 - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form FULTON COUNTY SCHOOLS - IGA FOR HOPEWELL MS, COGBURN WOODS ES, BIRMINGHAM FALLS ES Account Number Type of Project or Acquisition: 300-6110-522301001 New Requesting Department: Parks & Recreation Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Detail Project Description: Improvements for baseball field at Hopewell Middle School, Improvements for multi-purpose fields at Hopewell Middle Schoo, Cogburn Woods Elementary School, and Birmingham Falls Elementary for use by COM or COM partners for recreatins programs and activities - Part of IGA requirements with FCBOE Select from drop down list Other Project Priorities: (choose all that apply) DtilI t O ti Bd t Relation to Other Projects: Once improvements are in place, COM will be responsible for water and field maintenance Detail Impact on Operating Budget: 120 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW 1,483,904 447,583 1,036,321 - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 1,483,904 447,583 1,036,321 - - - - - - Financing Sources Cash Capital - Operating Budget 1,483,904 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 1,483,904 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Land Acquisition and Park Enhancement Account Number Requesting Department:Type of Project or Acquisition: 300-6110-541101000 Parks & Recreation Expansion Detail Project Description: Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Relation to Other Projects: Detail Impact on Operating Budget: 121 FY 2012 & Prior Budget Project Expenditures as of 6/27/11 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other 150,000 103,301 46,699 - - - - - - Total Project Expenditures 150,000 103,301 46,699 - - - - - - Financing Sources Cash Capital - Operating Budget 150,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 150,000 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form CRABAPPLE CROSSING PARK PROJECT Account Number Type of Project or Acquisition: 300-6110-541200001 New Requesting Department: Parks & Recreation Select from drop down list Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Detail Project Description: This project would include a partnership with FCBOE/Crabapple Crossing Elementary to create an active/passive 2-acre park for use by the school and by the City of Milton - This concept is still being discussed so this partial Capital allocation is based on that ongoing discussion.Other Project Priorities: (choose all that apply) Once this park is open, COM would most likely cover utilities Detail Impact on Operating Budget: Relation to Other Projects: 122 FY 2012 & Prior Budget Project Expenditures as of 6/27/11 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 100,000 - 100,000 - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 805,000 - 805,000 500,000 1,000,000 300,000 300,000 300,000 2,400,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 905,000 - 905,000 500,000 1,000,000 300,000 300,000 300,000 2,400,000 Financing Sources Cash Capital - Operating Budget 905,000 500,000 1,000,000 300,000 300,000 300,000 2,400,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 905,000 500,000 1,000,000 300,000 300,000 300,000 2,400,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form Park & Trail Expansion AccountNumber Type of Project or Acquisition: 300-6110-541401401 New Requesting Department: Parks & Recreation Select from drop down list Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Detail Project Description: Implementation of first phase of updated Trail Plan in area with highest need, highest visibility and highest user population, as well as funding for future expansion of existing facilities.Other Project Priorities: (choose all that apply) Trail Plan update should be completed prior to implementation Detail Impact on Operating Budget: Relation to Other Projects: 123 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 15,000 - 15,000 - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 15,000 - 15,000 - - - - - - Financing Sources Cash Capital - Operating Budget 15,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 15,000 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form MILTON TRAIL PLAN UPDATE Account Number Type of Project or Acquisition: 300-6110-541401402 Replacement Requesting Department: Parks & Recreation Select from drop down list Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Detail Project Description: This project would include an update to the Milton Trail Plan including any changes or recommendations that have occurred since the plan was adopted. This Trail Plan needs to be as up to date as possible prior to any trail implementation. This update would be lead primarily by several interdepartmental staff and PRAB. Other Project Priorities: (choose all that apply) The plan should be updated prior to beginning any trail implementation projects. Detail Impact on Operating Budget: Relation to Other Projects: 124 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 86,151 46,225 39,926 7,500 7,500 7,500 7,500 7,500 37,500 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 86,151 46,225 39,926 7,500 7,500 7,500 7,500 7,500 37,500 Financing Sources Cash Capital - Operating Budget 86,151 - - - - - - Debt Financing - - - - - - - Other - HYA Reinvestment Fees - 7,500 7,500 7,500 7,500 7,500 37,500 Total Financing Sources 86,151 7,500 7,500 7,500 7,500 7,500 37,500 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form BELL MEMORIAL PARK IMPROVEMENTS Account Number Type of Project or Acquisition: 300-6110-541401500 Renovation Requesting Department: Parks & Recreation Select from drop down list Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Detail Project Description: Completion of Phase II of the Drainage Project affecting the area inside and near Field 1 - grading, plantings, ground cover; New Landscapting; 2-4 New Dugouts at Fields 1 and 2; Green initiatives - including push-button faucets, light sensors for restrooms/concession stand/Bennett House; Wall/Ceiling Heaters added to restrooms to protect pipes in winter months; Bennett House improvements - interior and exterior projects. Other Project Priorities: (choose all that apply) Cannot quantify energy savings for green initiatives Detail Impact on Operating Budget: Relation to Other Projects: 125 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - 60,000 - - - 60,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures - - - - 60,000 - - - 60,000 Financing Sources Cash Capital - Operating Budget - - 60,000 - - - 60,000 Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources - - 60,000 - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form CRABAPPLE COMMUNITY CENTER/PARK Account Number Type of Project or Acquisition: 300-6110-541200002 Renovation Requesting Department: Parks & Recreation Select from drop down list Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Detail Project Description: Demolish the Crabapple Community Building and create a passive park with ornamental features that will compliment and enhance the Crabapple area OR apply this money toward renovation of the building should Mayor and Council choose.Other Project Priorities: (choose all that apply) Detail Impact on Operating Budget: Relation to Other Projects: 126 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project 75,000 24,751 50,249 (12,000) - - - - (12,000) Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 75,000 24,751 50,249 (12,000) - - - - (12,000) Financing Sources Cash Capital - Operating Budget 75,000 (12,000) - - - - (12,000) Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 75,000 (12,000) - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Capital Project Request Form TDR FEASIBILITY STUDY and ORDINANCE Account Number Type of Project or Acquisition: 300-7410-521200002 Select from drop down list Requesting Department: Community Development Detail Project Description: Investigating the feasibility of implementing a Transfer of Development Rights structure in the City of Milton will identify the ability for new development to pay for increased density in appropriate areas while preserving rural lands from development as identified by the Community Agenda. Rural lands will continue to see monetary value in their properties using this transfer. Upon the findings of the study, the follow on projects would include preparation of a TDR ordinance and develop a method of "rights banking" administered by the City. Other Project Priorities: (choose all that apply) 2/3 Innovative Zoning Classification Meets legal mandate: Removes/reduces a hazard: Improves efficiency: DtilI t O ti Bd t Relation to Other Projects: Detail Impact on Operating Budget: This study will heavily rely on the completion of the Community Agenda. 127 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - Legal Services (related to project only) 35,000 - 35,000 (35,000) - - - - (35,000) Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 35,000 - 35,000 (35,000) - - - - (35,000) Financing Sources Cash Capital - Operating Budget 35,000 (35,000) - - - - (35,000) Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 35,000 (35,000) - - - - (35,000) Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Capital Project Request Form Creation of A Conservation Easement Program Account Number 300-4101-541401701 Community Development Requesting Department: Protect and Preserve Open Space Strategic Plan Strategy: Open Space Protection Strategic Action Item: Detail Project Description: Other Project Priorities: (choose all that apply) Investigating the application of a conservation easement program in the City of Milton. This program will identify properties eligible for inclusion in a conservation easement as well as provide a method of permanent preservation of rural lands from development as identified by the Community Agenda. This would be a voluntary program for citizens with dedication of the easement to either a Land Trust or the City of Milton. Other options for permanent dedication would also be explored. Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: Relation to Other Projects: Community Agenda 128 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project 50,000 32,113 17,887 - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 50,000 32,113 17,887 - - - - - - Financing Sources Cash Capital - Operating Budget 50,000 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 50,000 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Capital Project Request Form ARCHITECTURAL CODE Account Number Requesting Department:Strategic Plan Strategy: Strategic Action Item: 300-4101-541401701 Community Development Select a Strategy Select a Strategic Action Item Detail Project Description: Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: Relation to Other Projects: 129 FY 2012 & Prior Budget Project Expenditures as of 8/13/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other 16,125 620 15,505 - - - - - - Total Project Expenditures 16,125 620 15,505 - - - - - - Financing Sources Cash Capital - Operating Budget 16,125 - - - - - - Debt Financing - - - - - - - Other - - - - - - - Total Financing Sources 16,125 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Capital Project Request Form TREE RECOMPENSE Account Number Requesting Department:Strategic Plan Strategy: Strategic Action Item: 300-4101-541200001 Community Development Select a Strategy Select a Strategic Action Item Detail Project Description: Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: Relation to Other Projects: 130 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Totals Project spending by category Planning & Design - - - - - - Study / Consultant Project - - - - - - Legal Services (related to project only) - - - - - - Advertising (related to project only) - - - - - - Utility Relocates - - - - - - Construction - contracted - - - - - - Construction - in-house - - - - - - Land Acquisition, including ROW - - - - - - Equipment Acquisition - - - - - - Fleet Acquisition - - - - - - Maintenance & Repair (non-construction) - 25,000 25,000 25,000 25,000 100,000 Technology - Hardware/Software Acquisition - - - - - - Economic Development Program - - - - - - Other - - - - - - Total Project Expenditures - 25,000 25,000 25,000 25,000 100,000 Financing Sources Cash Capital - Operating Budget - 25,000 25,000 25,000 25,000 100,000 Debt Financing - - - - - - Other (please explain) - - - - - - Total Financing Sources - 25,000 25,000 25,000 25,000 100,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - Additional Revenues: Taxes - - - - - - Additional Revenues: Charges for Service - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - Additional Revenues: Licenses & Permits - - - - - - Additional Revenues: Intergovernmental - - - - - - Other - - - - - - Total Operating Impact Capital Project Request Form Annual Tree Pruning Initiative for City Properties Requesting Department: Strategic Plan Strategy: Community Development Select from drop down list Strategic Action Item: Select from drop down list Total Operating Impact - - - - - - Other Project Priorities: (choose all that apply) Relation to Other Projects: There is no relation to other projects. Detail Project Description: The numbers as proposed in this initiative were recommendations as per the "Milton Tree Management Plan" , funded by the Georgia Tree Forestry Commission. The funds will be used to provide for safety and maintenance for trees located on city property (including parks) as well as right of way. Specific initiatives will include tree pruning and removal of dead and/or diseased trees.Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: There will be an increase to the operating budget per each year of expenditure. Meets legal mandate: 131 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design - - - - - - - Study / Consultant Project - 120,000 - - - - 120,000 Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - - - - - - Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures - 120,000 - - - - 120,000 Financing Sources Cash Capital - Operating Budget - 120,000 - - - - 120,000 Debt Financing - - - - - - - Other (please explain) - - - - - - - Total Financing Sources - 120,000 - - - - 120,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Other Project Priorities: (choose all that apply) Meets legal mandate: Strategic Action Item: Select from drop down list Detail Project Description: The Arnold Mill Road corridor is the last undeveloped area within Milton. Plans call for the widening of this road. Subsequent to Capital Project Request Form Arnold Mill LCI Study Requesting Department: Strategic Plan Strategy: Community Development Select from drop down list Meets legal mandate: Relation to Other Projects: This is a similar process to the Crabapple and Deerfield areas: LCI Study, FBC and TDR. The Arnold Mill Road corridor is the last undeveloped area within Milton. Plans call for the widening of this road. Subsequent to this, development pressure will be intense. It is in the City's best interest to undertake a planning study for this area, and then implement it with a form based code and transfer of development rights ordinance. This amount has been included in past year's budgets, but has not as yet been expended. Removes/reduces a hazard: Improves efficiency: Detail Impact on Operating Budget: Increase to operating budget of $120,000. 132           Capital Grant Fund                               133 Account Name  FY 2010 Actuals  FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  FED GOV GRANT/CAPITAL DIRECT/ASST TO FIREFIGHTER 23,004                 ‐                       ‐                       ‐                       ‐                       ‐                        FED GOV GRANT/TRANSPORTATION MASTER PLAN 121,741               ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        FED GOV GRANT/CDBG ‐                       ‐                       ‐                       ‐                       ‐                       170,000               170,000                STATE GOV GRANT/GDOT HPP FUNDS 91,447                 343,830               3,195,498           135,418               3,060,080           4,499,067           4,499,067            STATE GOV GRANT/LCI FUNDS ‐                       ‐                       200,000               72,800                 127,200               ‐                       ‐                        STATE GOV GRANT/GA URBAN FORESTRY GRANT ‐                       ‐                       20,000                 ‐                       20,000                 ‐                       ‐                        STATE GOV GRANT/MARTA GRANT ‐                       291,674               321,326               90,000                 231,326               ‐                       ‐                        STATE GOV GRANT/DEERFIELD @ MORRIS ‐                       ‐                       ‐                       ‐                       ‐                       350,000               350,000                STATE GOV GRANT/SR 9 @ BETHANY BND ‐                       ‐                       ‐                       ‐                       ‐                       60,000                 60,000                  STATE GOV GRANT/GDOT LANDSCAPE ‐                       ‐                       ‐                       ‐                       ‐                       9,000                   9,000                    INTEREST REVENUE 2,136                   1,692                   1,500                   1,157                   343                       1,500                   1,500                    REALIZED GAIN OR LOSS ON INVESTMENTS 708                       ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        OPERATING TRANSFER IN FROM GENERAL FUND 2,556                   238,240               727,128               569,439               157,689               994,974               994,974                Total Revenue                218,588                 898,440              4,465,452                 868,815              3,596,637              6,084,541              6,084,541                             ‐    Account Name  FY 2010 Actuals  FY 2011 Actuals  Amended Budget  Actuals as of  7/31/12  Remaining Budget Balance   Budget  Requests   City Manager Approved   Approved Budget  Fire OTHER EQUIP/EXHAUST SYSTEM 25,560                 ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        Fire Total 25,560                ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                       Public Works TRANSPORTATION MASTER PLN 47,533                 ‐                       ‐                       ‐                       ‐                       ‐                       ‐                        INFRASTRUCTURE / BHAM @ PROVIDENCE 79,290                 168,190               2,645,572           47,968                 2,597,604           1,745,887           1,745,887            INFRASTRUCTURE/ARNOLDMILL@NEW PROVIDENCE 69 822 146 667 1 771 650 33 261 1 738 389 607 284 607 284 FY 2012 FY 2013 Expenditures Capital Grant Fund Revenues FY 2012 FY 2013 INFRASTRUCTURE/ARNOLDMILL@NEW PROVIDENCE 69,822                 146,667             1,771,650         33,261               1,738,389         607,284               607,284              INFRASTRUCTURE/MAYFIELD@MID BROADWELL ‐                       113,326               311,674               102,309               209,365               2,557,370           2,557,370            INFRASTRUCTURE/MARTA ‐                       303,448               309,552               23,400                 286,152               ‐                       ‐                        INFRASTRUCTURE/CRABAPPLE STREETSCAPE ‐                       ‐                       125,000               ‐                       125,000               ‐                       ‐                        INFRASTRUCTURE/DEERFIELD@MORRIS ‐                       ‐                       ‐                       ‐                       ‐                       350,000               350,000                INFRASTRUCTURE/SR 9@BETHANY BEND ‐                       ‐                       ‐                       ‐                       ‐                       75,000                 75,000                  Public Works Total 196,645              731,630              5,163,448          206,939              4,956,509          5,335,541          5,335,541          ‐                       Community Development PROFESSIONAL FEES/LIVEABLE CENTERS INITIATIVE ‐                       11,000                 234,000               114,000               120,000               ‐                       ‐                        PROFESSIONAL FEES/GA URBAN FORESTRY GRANT ‐                       ‐                       25,000                 20,000                 5,000                   ‐                       ‐                        HOPEWELL HOUSE IMPROVEMENTS ‐                       ‐                       ‐                       ‐                       ‐                       699,000               699,000                BRANDING & SIGNAGE ‐                       ‐                       ‐                       ‐                       ‐                       50,000                 50,000                  Community Development Total ‐                      11,000                259,000              134,000              125,000              749,000              749,000              ‐                       Expenditures Total 222,205              742,630              5,422,448           340,939              5,081,509           6,084,541           6,084,541           ‐                        TOTAL REVENUES OVER/(UNDER) EXPENDITURES (3,618) 155,809 (956,996) - - - BEGINNING FUND BALANCE 804,804 801,186 956,996 (0) (0) (0) ENDING FUND BALANCE 801,186 956,996 (0) (0) (0) (0) 134 Project Name FY 2012 & Prior Budget Project Expenditures as of 6/27/12 Budget Balance Remaining FY 2013 Requested Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Birmingham & Providence Road Design City Funding 927,788 76,597 851,191 - - - - - - Grant Funding 1,965,264 218,981 1,746,283 1,745,887 - - - - 1,745,887 Project Total 2,893,052 295,578 2,597,474 1,745,887 - - - - 1,745,887 Arnold Mill & New Providence Rd Design City Funding 562,628 66,576 496,052 - - - - - - Grant Funding 1,425,511 183,205 1,242,306 607,284 - - - - 607,284 Project Total 1,988,139 249,782 1,738,358 607,284 - - - - 607,284 Mayfield & Mid Broadwell City Funding 185,000 47,127 137,873 411,474 411,475 - - - 822,949 Grant Funding 240,000 168,508 71,492 2,145,896 1,645,900 - - - 3,791,796 Project Total 425,000 215,635 209,365 2,557,370 2,057,375 - - - 4,614,745 MARTA Project City Funding - - - - - - - - - Grant Funding 613,000 416,848 196,152 - - - - - - Project Total 613,000 416,848 196,152 - - - - - - Crabapple Streetscape City Funding 125,000 - 125,000 - - - - - - Grant Funding - - - - 500,000 - - - 500,000 Project Total 125,000 - 125,000 - 500,000 - - - 500,000 Deerfield Pkwy @ Morris Rd* City Funding - - - - - - - - - Grant Funding - - - 350,000 - - - - 350,000 Project Total - - - 350,000 - - - - 350,000 Freemanville Rd @ Providence Rd* City Funding - - - - 25,000 75,000 300,000 - 400,000 Grant Funding - - - - 100,000 300,000 1,200,000 - 1,600,000 Project Total - - - - 125,000 375,000 1,500,000 - 2,000,000 Bethany Rd @ Providence Rd* FY 2013 Capital Requests with Grant Funding Prior Years, Current Budget and Future Plans y@ City Funding - - - - 25,000 75,000 300,000 - 400,000 Grant Funding - - - - 100,000 300,000 1,200,000 - 1,600,000 Project Total - - - - 125,000 375,000 1,500,000 - 2,000,000 SR 9 @ Bethany Bend* City Funding - - - 15,000 100,000 200,000 500,000 500,000 1,315,000 Grant Funding - - - 60,000 - - - - 60,000 Project Total - - - 75,000 100,000 200,000 500,000 500,000 1,375,000 Liveable Centers Initiative Study City Funding 45,000 25,000 20,000 - - - - - - Grant Funding 200,000 100,000 100,000 - - - - - - Project Total 245,000 125,000 120,000 - - - - - - Georgia Urban Forestry Grant City Funding 5,000 4,000 1,000 - - - - - - Grant Funding 20,000 16,000 4,000 - - - - - - Project Total 25,000 20,000 5,000 - - - - - - Hopewell House Improvements* City Funding - - - 529,000 - - - - 529,000 Grant Funding - - - 170,000 - - - - 170,000 Project Total - - - 699,000 - - - - 699,000 Branding & Signage* City Funding - - - 41,000 55,500 34,500 - - 131,000 Grant Funding - - - 9,000 - - - - 9,000 Project Total - - - 50,000 55,500 34,500 - - 140,000 Total City Funding 1,850,416 219,300 1,631,116 996,474 561,475 350,000 1,100,000 500,000 3,507,949 Total Grant Funding 4,463,775 1,103,543 3,360,232 5,088,067 2,345,900 600,000 2,400,000 - 10,433,967 Grand Total 6,314,191 1,322,843 4,991,348 6,084,541 2,907,375 950,000 3,500,000 500,000 13,941,916 *New request for FY 2013 135 FY 2012 & Prior Budget Project Expenditures as of 7/31/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 400,000 273,753 126,247 - - - - - - Study / Consultant Project - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 436,472 - 436,472 1,745,887 - - - - 1,745,887 Construction - in-house - - - - - - - - - Land Acquisition, including ROW 2,056,580 21,825 2,034,755 - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 2,893,052 295,578 2,597,474 1,745,887 - - - 1,745,887 Financing Sources Cash Capital - Operating Budget 927,788 76,597 851,191 - - - - - - Debt Financing - - - - - - - - - Other - Grant Reimbursement 1,965,264 218,981 1,746,283 1,745,887 - - - - 1,745,887 Total Financing Sources 2,893,052 295,578 2,597,474 1,745,887 - - - - 1,745,887 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Detail Project Description: Birmingham Hwy 372 at Providence PI #5448 The Birmingham Hwy at Providence intersection improvement project is the highest priority intersection improvement for the Public Works department. From a safety standpoint, the Birmingham at Providence intersection is arguably the worst in our City. This has been documented with crash data as well as from citizen feedback from our Transportation Town Hall Meeting and Transportation survey. This intersection is an active "high priority project (HPP)" with the Georgia Department of Transportation (GDOT) and the City of Milton. Included in an approved departmental work plan: Removes/reduces a hazard: Other Project Priorities: (choose all that apply) Select from drop down list Meets legal mandate: Capital Project Request Form Account Number 340-4101-541400100 Type of Project or Acquisition: Select from drop down listBirmingham & Providence Road Design CG0801 Requesting Department: Public Works Detail Impact on Operating Budget: Relation to Other Projects: Improves efficiency: 136 FY 2012 & Prior Budget Project Expenditures as of 7/31/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 300,000 229,017 70,984 - - - - - 300,000 Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 206,250 - 206,250 607,284 - - - - 813,534 Construction - in-house - - - - - - - - - Land Acquisition, including ROW 1,481,889 20,765 1,461,124 - - - - - 1,481,889 Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 1,988,139 249,782 1,738,358 607,284 - - - - 2,595,423 Financing Sources Cash Capital - Operating Budget 562,628 66,576 496,052 - - - - - 562,628 Debt Financing - - - - - - - Other - Grant Reimbursement 1,425,511 183,205 1,242,306 607,284 - - - - 2,032,795 Total Financing Sources 1,988,139 249,782 1,738,358 607,284 - - - - 2,595,423 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Detail Project Description: Capital Project Request Form Requesting Department: Arnold Mill & New Providence Road Design CG0802 340-4101-541400500 NewPublic Works Account Number Type of Project or Acquisition: Arnold Mill SR 140 at New Providence PI #533 The Arnold Mill SR 140 at New Providence intersection improvement project is the second highest priority intersection improvement for the Public Works department. This has been documented with staff recommendations and citizen feedback from our Transportation Town Hall Meeting and Transportation survey. This intersection is an active "high priority project (HPP)" with the Georgia Department of Transportation (GDOT) and the City of Milton. Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Included in an approved departmental work plan: Relation to Other Projects: Improves efficiency: Detail Impact on Operating Budget: 137 FY 2012 & Prior Budget Project Expenditures as of 7/31/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 300,000 215,635 84,365 200,000 - - - - 200,000 Study / Consultant Project - - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted - - - 788,370 2,057,375 - - - 2,845,745 Construction - in-house - - - - - - - - - Land Acquisition, including ROW 125,000 - 125,000 1,569,000 - - - - 1,569,000 Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 425,000 215,635 209,365 2,557,370 2,057,375 - - - 4,614,745 Financing Sources Cash Capital - Operating Budget 185,000 47,127 137,873 411,474 411,475 822,949 Debt Financing - - - - - - - - - Other - Grant Reimbursement 240,000 168,508 71,492 2,145,896 1,645,900 - - - 3,791,796 Total Financing Sources 425,000 215,635 209,365 2,557,370 2,057,375 - - - 5,039,745 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Detail Project Description: Mayfield at Mid Broadwell PI #7313 Removes/reduces a hazard: Other Project Priorities: (choose all that apply) Select from drop down list Meets legal mandate: Capital Project Request Form Account Number 340-4101-541400510 Type of Project or Acquisition: NewSR 372 (Crabapple Rd-Birmingham Hwy) Intersection Improvements (FKA Mayfield at Mid Broadwell Intersection) Requesting Department: Public Works Detail Impact on Operating Budget: Relation to Other Projects: Improves efficiency: Included in an approved departmental work plan: 138 FY 2012 & Prior Budget Project Expenditures as of 7/31/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design - - - - - - - Study / Consultant Project - - - - - - - - Legal Services (related to project only) - - - - - - - - - Advertising (related to project only) - - - - - - - - - Utility Relocates - - - - - - - - - Construction - contracted 613,000 435,645 177,355 - - - - - - Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 613,000 435,645 177,355 - - - - - Financing Sources Cash Capital - Operating Budget - - - - - - - - - Debt Financing - - - - - - - - - Other - Grant Reimbursement 613,000 416,848 196,152 - - - - - - Total Financing Sources 613,000 416,848 196,152 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Supportive of which Council goal: (required field) Detail Project Description: MARTA Offset Fund The MARTA Offset fund is a 100% reimbursable grant designed to improve or enhance the mass transportation service and experience. Select from drop down list Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Included in an approved departmental work plan: Improves efficiency: Capital Project Request Form MARTA Offset Fund CG0801 Account Number Requesting Department:Type of Project or Acquisition: 340-4101-541401800 Public Works Select from drop down list Relation to Other Projects: Detail Impact on Operating Budget: 139 FY 2012 & Prior Budget Project Expenditures as of 6/27/11 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 100,000 - 100,000 - - - - - - Study / Consultant Project - - - - - - - - - Legal Services (related to project only)- - - - - - - - - Advertising (related to project only)- - - - - - - - - Utility Relocates 25,000 - 25,000 - - - - - - Construction - contracted - - - - 500,000 - - - 500,000 Construction - in-house - - - - - - - - - Land Acquisition, including ROW - - - - - - - - - Equipment Acquisition - - - - - - - - - Fleet Acquisition - - - - - - - - - Maintenance & Repair (non-construction)- - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - - Economic Development Program - - - - - - - - - Other - - - - - - - - - Total Project Expenditures 125,000 - 125,000 - 500,000 - - - 500,000 Financing Sources Cash Capital - Operating Budget 125,000 - - - - - - Debt Financing - - - - - - - Other - Grant Reimbursement - - 500,000 - - - 500,000 Total Financing Sources 125,000 - 500,000 - - - 625,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - Additional Revenues: Taxes - - - - - - Additional Revenues: Charges for Service - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - Additional Revenues: Licenses & Permits - - - - - - Additional Revenues: Intergovernmental - - - - - - Other - - - - - - Total Operating Impact - - - - - - Supportive of which Council goal: (required field) 340-4101-541408101 Removes/reduces a hazard: Select from drop down list Capital Project Request Form Account Number Meets legal mandate: Crabapple Streetscape Crabapple Streetscape PI #6652 The Crabapple Streetscape is a Transprotation Enhancement (TE) project through the Georgia Department of Transportation (GDOT). The scope of this project will be evaluated along with the Comprehensive Land Use Plan, the Comprehensive Transportation Plan and the Crabapple Master Plan. Requesting Department:Type of Project or Acquisition: Comm Services - PW New Detail Project Description: Other Project Priorities: (choose all that apply) Included in an approved departmental work plan: Relation to Other Projects: Detail Impact on Operating Budget: Improves efficiency: 140 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design - - - - - - - Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted 350,000 - - - - - 350,000 Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures 350,000 - - - - - 350,000 Financing Sources Cash Capital - Operating Budget - - - - - - - Debt Financing - - - - - - - Other (please explain) 350,000 - - - - - 350,000 Total Financing Sources 350,000 - - - - - 350,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Other Project Priorities: (choose all that apply)Detail Project Description: Capital Project Request Form Deerfield Parkway at Morris Road Intersection Improvement Requesting Department: Strategic Plan Strategy: Public Works Provide Responsible and Responsive Government Strategic Action Item: Engage in Proactive Planning This project is for intersection improvements at Deerfield Parkway and Morris Road Removes/reduces a hazard: Improves efficiency: Meets legal mandate: Improves efficiency: Detail Impact on Operating Budget: Relation to Other Projects: 141 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design - 125,000 375,000 - - - 500,000 Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - - 1,500,000 - - 1,500,000 Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures - 125,000 375,000 1,500,000 - - 2,000,000 Financing Sources Cash Capital - Operating Budget - 25,000 75,000 300,000 - - 400,000 Debt Financing - - - - - - - Other (please explain) - 100,000 300,000 1,200,000 - - 1,600,000 Total Financing Sources - 125,000 375,000 1,500,000 - - 2,000,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Other Project Priorities: (choose all that apply) Meets legal mandate: Strategic Action Item: Engage in Proactive Planning Detail Project Description: This project is for intersection improvements at Freemanville Road and Providence Road Removes/reduces a hazard: Improves efficiency: Capital Project Request Form Freemanville Rd at Providence Rd Intersection Improvements Requesting Department: Strategic Plan Strategy: Public Works Provide Responsible and Responsive Government Relation to Other Projects: Improves efficiency: Detail Impact on Operating Budget: 142 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design - 125,000 375,000 - - - 500,000 Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - - 1,500,000 - - 1,500,000 Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures - 125,000 375,000 1,500,000 - - 2,000,000 Financing Sources Cash Capital - Operating Budget - 25,000 75,000 300,000 - - 400,000 Debt Financing - - - - - - - Other (please explain) - 100,000 300,000 1,200,000 - - 1,600,000 Total Financing Sources - 125,000 375,000 1,500,000 - - 2,000,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Other Project Priorities: (choose all that apply) Meets legal mandate: Strategic Action Item: Engage in Proactive Planning Detail Project Description: This project is for intersection improvements at Bethany Road and Providence Road Removes/reduces a hazard: Improves efficiency: Capital Project Request Form Bethany Rd at Providence Rd Intersection Improvements Requesting Department: Strategic Plan Strategy: Public Works Provide Responsible and Responsive Government Relation to Other Projects: Improves efficiency: Detail Impact on Operating Budget: 143 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design 75,000 100,000 200,000 - - - 375,000 Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted - - - 500,000 500,000 2,020,000 3,020,000 Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures 75,000 100,000 200,000 500,000 500,000 2,020,000 3,395,000 Financing Sources Cash Capital - Operating Budget 15,000 100,000 200,000 500,000 500,000 2,020,000 3,335,000 Debt Financing - - - - - - - Other (please explain) 60,000 - - - - - 60,000 Total Financing Sources 75,000 100,000 200,000 500,000 500,000 2,020,000 3,395,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact - - - - - - - Other Project Priorities: (choose all that apply) Meets legal mandate: Strategic Action Item: Engage in Proactive Planning Detail Project Description: This is for the development of a concept study for intersection improvements at State Route 9 and Bethany Bend. This project was identified in the LCI study and is being funded, in part, by L230 funds from ARC.Removes/reduces a hazard: Improves efficiency: Capital Project Request Form Concept Study for SR 9 at Bethany Bend Intersection Improvement Requesting Department: Strategic Plan Strategy: Public Works Provide Responsible and Responsive Government Relation to Other Projects: Improves efficiency: Detail Impact on Operating Budget: 144 FY 2012 & Prior Budget Project Expenditures as of 7/31/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 245,000 125,000 120,000 - - - - - - Study / Consultant Project - - - - - - - - Legal Services (related to project only) - - - - - - - - Advertising (related to project only) - - - - - - - - Utility Relocates - - - - - - - - Construction - contracted - - - - - - - - Construction - in-house - - - - - - - - Land Acquisition, including ROW - - - - - - - - Equipment Acquisition - - - - - - - - Fleet Acquisition - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - Economic Development Program - - - - - - - - Other - - - - - - - - Total Project Expenditures 245,000 125,000 120,000 - - - - - - Financing Sources Cash Capital - Operating Budget 45,000 25,000 20,000 - - - - - - Debt Financing - - - - - - - Other - Grant Reimbursement 200,000 100,000 100,000 - - - - - - Total Financing Sources 245,000 125,000 120,000 - - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - Additional Revenues: Taxes - - - - - - Additional Revenues: Charges for Service - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - Additional Revenues: Licenses & Permits - - - - - - Additional Revenues: Intergovernmental - - - - - - Other - - - - - - Total Operating Impact - - - - - - Supportive of which Council goal: (required field) Detail Project Description: This grant match request would allow for application to ARC for the Livable Centers Initiative (LCI) monies in cooperation with The City of Alpharetta. This grant is only given to areas within an Activity/Employment Center identified by the ARC Growth Planning Map. Currently this would include the areas immediately adjacent to Windward Parkway north to the McGinnis Ferry Bridge and west almost to Hwy. 9. The LCI program encourages the development of plans and implementation strategies that link transportation improvements and land use. This initiative is the first step toward qualifying for LCI Implementation funds. 7 Economic Development for Businesses Improves efficiency: Other Project Priorities: (choose all that apply) Meets legal mandate: Removes/reduces a hazard: Capital Project Request Form LCI APPLICATION Account Number Type of Project or Acquisition: 340-7410-521200001 New Requesting Department: Community Development Detail Impact on Operating Budget: Relation to Other Projects: 145 FY 2012 & Prior Budget Project Expenditures as of 7/31/12 Budget Balance Remaining FY 2013 Budget FY 2014 Plan FY 2015 Plan FY 2016 Plan FY 2017 Plan 5 Year Project Total Project spending by category Planning & Design 25,000 20,000 5,000 - - - - - Study / Consultant Project - - - - - - - - Legal Services (related to project only) - - - - - - - - Advertising (related to project only) - - - - - - - - Utility Relocates - - - - - - - - Construction - contracted - - - - - - - - Construction - in-house - - - - - - - - Land Acquisition, including ROW - - - - - - - - Equipment Acquisition - - - - - - - - Fleet Acquisition - - - - - - - - Maintenance & Repair (non-construction) - - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - - Economic Development Program - - - - - - - - Other - - - - - - - - Total Project Expenditures 25,000 20,000 5,000 - - - - - Financing Sources Cash Capital - Operating Budget 5,000 4,000 1,000 - - - - - Debt Financing - - - - - - - - Other - Grant Reimbursement 20,000 16,000 4,000 - - - - - Total Financing Sources 25,000 20,000 5,000 - - - - - Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - Increases Operating Costs: Maintenance & Operating - - - - - - Decreases Operating Costs: Salary & Benefits - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - Additional Revenues: Taxes - - - - - - Additional Revenues: Charges for Service - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - Additional Revenues: Licenses & Permits - - - - - - Additional Revenues: Intergovernmental - - - - - - Other - - - - - - Total Operating Impact - - - - - - Supportive of which Council goal: (required field) Detail Project Description: This grant match request would allow for application to the Georgia Urban Forestry Council for monies related to education and furthering forestry preservation in cities. This grant works with communities to create a forestry master plan addressing tree canopy and inventory such that the data is available to calculate tree loss and potential "hot spots". It also includes support monies for education efforts and enforcement. This initiative is supportive of our Tree City USA designation. Other Project Priorities: (choose all that apply) 8 Environmental Protection Meets legal mandate: Removes/reduces a hazard: Improves efficiency: Capital Project Request Form GEORGIA URBAN FORESTRY GRANT Account Number Type of Project or Acquisition: 340-7410-521200002 New Requesting Department: Community Development Relation to Other Projects: Detail Impact on Operating Budget: Tree Ordinance education and enforcement 146 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design 30,000 - - - - - 30,000 Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted 669,000 - - - - - 669,000 Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures 699,000 - - - - - 699,000 Financing Sources Cash Capital - Operating Budget 529,000 - - - - - 529,000 Debt Financing - - - - - - - Other (please explain) CDBG Funds 170,000 - - - - - 170,000 Total Financing Sources 699,000 - - - - - 699,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating 262,000 - - - - - 262,000 Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact 262,000 - - - - - 262,000 Other Project Priorities: (choose all that apply) Meets legal mandate: Strategic Action Item: Select from drop down list Detail Project Description: The city purchased this structure. In order to convert it to a proposed senior center, it will need to be rehabbed. Precision Planning was hired to provide a cost estimate of the required improvements. These numbers are not yet reflected in this document. (Rather the numbers shown should be considered placeholders.)Removes/reduces a hazard: Improves efficiency: Capital Project Request Form Hopewell House Improvements Requesting Department: Strategic Plan Strategy: Select from drop down list Select from drop down list Relation to Other Projects: There is no relation to other projects. Improves efficiency: Detail Impact on Operating Budget: Increase to operating budget of $262,000. 147 Year 1 Budget Year 2 Plan Year 3 Plan Year 4 Plan Year 5 Plan Years Beyond 5 Totals Project spending by category Planning & Design 25,000 - - - - - 25,000 Study / Consultant Project - - - - - - - Legal Services (related to project only) - - - - - - - Advertising (related to project only) - - - - - - - Utility Relocates - - - - - - - Construction - contracted 25,000 55,500 34,500 - - - 115,000 Construction - in-house - - - - - - - Land Acquisition, including ROW - - - - - - - Equipment Acquisition - - - - - - - Fleet Acquisition - - - - - - - Maintenance & Repair (non-construction) - - - - - - - Technology - Hardware/Software Acquisition - - - - - - - Economic Development Program - - - - - - - Other - - - - - - - Total Project Expenditures 50,000 55,500 34,500 - - - 140,000 Financing Sources Cash Capital - Operating Budget 41,000 55,500 34,500 - - - 131,000 Debt Financing - - - - - - - Other (please explain) GDOT grant for landscape plantings 9,000 - - - - - 9,000 Total Financing Sources 50,000 55,500 34,500 - - - 140,000 Impact on Operating Budget Increases Operating Costs: Salary & Benefits - - - - - - - Increases Operating Costs: Maintenance & Operating 41,000 55,500 34,500 - - - 131,000 Decreases Operating Costs: Salary & Benefits - - - - - - - Decreases Operating Costs: Maintenance & Operating - - - - - - - Additional Revenues: Taxes - - - - - - - Additional Revenues: Charges for Service - - - - - - - Additional Revenues: Fines & Forfeitures - - - - - - - Additional Revenues: Licenses & Permits - - - - - - - Additional Revenues: Intergovernmental - - - - - - - Other - - - - - - - Total Operating Impact 41,000 55,500 34,500 - - - 131,000 Other Project Priorities: (choose all that apply) Capital Project Request Form Branding and Signage Program Requesting Department: Strategic Plan Strategy:Strategic Action Item: Community Development Select from drop down list Select from drop down list Detail Project Description: This is a request to develop a branding campaign for the City so as to allow it to design and construct the following types of signs: major gateway signs with landscaping (4); minor gateway signs with landscaping (9); historic markers (100); park entrance signs (7); and, wayfinding signs (50). The projected expenses for these signs are spread over three years. Meets legal mandate: Removes/reduces a hazard: Improves efficiency:Improves efficiency: Detail Impact on Operating Budget: There will be an increase to the operating budget per each year of expenditure.Relation to Other Projects: This project does not relate to others. 148 Page 1 of 8 Prepared by the Community Development Department for the Mayor and City Council Meeting September 17, 2012 (First Presentation September 5, 2012) PETITION NUMBER(S): ZM12-02/VC12-05 PROJECT NAME Panera Bread PROPERTY INFORMATION ADDRESS 5304 Windward Parkway DISTRICT, LAND LOT 2/2, 1120 OVERLAY DISTRICT State Route 9 EXISTING ZONING C-1 (Community Business) (RZ96-127, ZM08-04) ACRES 2.324 EXISTING USE Shopping Center with a Panera Bread Restaurant OWNER Northmark Windward, LLC PO Box 680095 Marietta, GA 30068 APPLICANT ArcVision, Inc. 1950 Craig Road, Suite 300 St. Louis, MO 63146 COMMUNITY DEVELOPMENT DEPARTMENT RECOMMENDATION ZM12-02 – APPROVAL CONDITIONAL VC12-05 – APPROVAL CONDITIONAL INTENT To request the following condition of ZM08-04 be modified to the following for the purpose of a new drive through for Panera Bread: 2a. To the revised site plan received by the Community Development Department on August 13, 2012. Said site plan is conceptual only and must meet or exceed the requirements of the Zoning Ordinance and these conditions prior to the approval of a Land Disturbance Permit. Unless otherwise noted herein, compliance with all conditions shall be in place prior to the issuance of the first Certificate of Occupancy. The applicant is also requesting the following concurrent variance: 1) To allow four additional wall signs. (Sec 64-2324 (i)) Page 2 of 8 Prepared by the Community Development Department for the Mayor and City Council Meeting September 17, 2012 (First Presentation September 5, 2012) Location Map Page 3 of 8 Prepared by the Community Development Department for the Mayor and City Council Meeting September 17, 2012 (First Presentation September 5, 2012) REVISED SITE PLAN SUBMITTED AUGUST 13, 2012 Page 4 of 8 Prepared by the Community Development Department for the Mayor and City Council Meeting September 17, 2012 (First Presentation September 5, 2012) Revised Site Plan Received May 8, 2008 (ZM08-04) Page 5 of 8 Prepared by the Community Development Department for the Mayor and City Council Meeting September 17, 2012 (First Presentation September 5, 2012) Condition to by modified (ZM08-04): 2. To the owner’s agreement to abide by the following: a. To the revised site plan received by the Community Development Department on August 13, 2012. Said site plan is conceptual only and must meet or exceed the requirements of the Zoning Ordinance and these conditions prior to the approval of a Land Disturbance Permit. Unless otherwise noted herein, compliance with all conditions shall be in place prior to the issuance of the first Certificate of Occupancy. Analysis and Recommendation The subject site is located at 5304 Windward Parkway (north side of Windward Parkway). The site is zoned C-1 (Community Business) and is approved for the development of 262,500 square feet of retail, service commercial, office and accessory uses at a density of 11,625 square feet per acre, pursuant to 96Z-127 NFC. Pursuant to ZM08-04, a revised site plan was approved for a strip shopping center within that larger approved 1996 zoning with a total of 17,097 square feet. The total amount of developed area and the proposed development did not exceed the approved total square footage and density approved pursuant to 96Z-126 NFC. Since that time, the proposed 17,097 square feet of retail was developed. One of the major tenants is Panera Bread located on the eastern end of the development. The applicant, has requested that a new drive through be constructed to the rear of the building which includes a 395 square foot serving kitchen. To accommodate the drive through, the revised site plan shows a total of 19 parking spaces removed and 15 spaces added for a net loss of 4 parking spaces. Below is Staff’s analysis of the parking requirements: Use Parking Ratio Spaces Required Panera – Existing (4,100 SF) 10 per 1,000 sq. ft. 41 Panera – Patio (600 SF) 10 per 1,000 sq. ft. 6 Panera – Addition (395 SF) 10 per 1,000 sq. ft. 4 Sarku – Existing (1,600 SF) 10 per 1,000 sq. ft. 16 Retail – Existing (11,397 SF) 4 per 1,000 sq. ft. 46 Total - (18,092 SF) 113 Total less Public Transportation Reduction -5% (6 spaces) 107 The site plan indicates a total of 107 spaces which is the required number of spaces for the site. Staff has asked the Public Works Department to analyze the proposed change in the parking lot configuration which included data submitted by Panera Bread for existing Page 6 of 8 Prepared by the Community Development Department for the Mayor and City Council Meeting September 17, 2012 (First Presentation September 5, 2012) Panera Bread locations with a drive through. Following is the Public Works Department comment: The site plan provided includes drive-thru storage for 7 vehicles with onsite storage space for additional vehicles without blocking parking spaces. Based on the data provided, the drive-thru should function without causing significant delays on other vehicles onsite. Parking should not be allowed in spaces directly adjacent to drive- thru exit lane. If approved, an additional condition will be included from the Public Works Department to include that the entrance drive at Windward Parkway shall be modified to include signage and striping to restrict turning movements to right in-right out as approved by Milton Public Works. In addition, the Community Development Department will require that the applicant obtain a land disturbance permit from Community Development prior to construction of the proposed improvements. Based on the above analysis, it is Staff’s opinion that the applicant’s request is in harmony with existing and proposed regulations for the development, as well as with the general purpose and intent of the Zoning Ordinance. Therefore, Staff recommends APPROVAL CONDITIONAL of the proposed modification of zoning condition 2.a. VC12-05 - To allow four additional wall signs. (Sec 64-2324 (i)) The applicant is also requesting a concurrent variance to allow four additional wall signs, three are small “Drive Thru” signs to be placed adjacent to the two existing wall signs along the north and east facades. A third “Drive Thru” sign is proposed on the rear facing to the north. In addition, on the north façade is a proposed “Panera Bread” sign. The “Drive Thru” signs will be range in size from 8 to 12 square feet. The new “Panera Bread” sign will be approximately 47 square feet in size. Staff notes that for each façade, the total size of the wall signs shall not exceed 5% of the wall area. Staff has analyzed the existing and proposed signs and the total square footage will not exceed this requirement. Based on the fact that a drive through will be added to the existing restaurant and the additional signs do not exceed the square footage allowed, Staff recommends APPROVAL CONDITIONAL of VC12-05. Master Signage Plan In February, 2012 the Mayor and City Council approved a major revision to the sign ordinance to allow “Master Signage Plans” for multi-tenant buildings and developments. The applicant has submitted a master signage plan for the subject site. Attached at the end of this report are the existing and proposed signs as well as the site plan indicating Page 7 of 8 Prepared by the Community Development Department for the Mayor and City Council Meeting September 17, 2012 (First Presentation September 5, 2012) the placement of each sign. The Master Signage Plan allows all of the proposed signs as depicted. Although, the sign ordinance only requires master signage plans to be reviewed by the Mayor and City Council at the time of a rezoning or use permit, Staff is providing the information for your review and approval under the requested zoning modification request. A condition of zoning will be included to approve the submitted signage plan. CONCLUSION Based on Staff’s recommendation for the proposed drive through and concurrent variance for the four additional wall signs, Staff recommends APPROVAL CONDITIONAL for ZM12-02 and VC12-05. Page 8 of 8 Prepared by the Community Development Department for the Mayor and City Council Meeting September 17, 2012 (First Presentation September 5, 2012) Should the Mayor and City of Council approve this petition, the Recommended Conditions (ZM08-04, RZ96-127) should be revised to read as follows: 2. To the owner’s agreement to abide by the following: a. To the revised site plan received by the Community Development Department on August 13, 2012. Said site plan is conceptual only and must meet or exceed the requirements of the Zoning Ordinance and these conditions prior to the approval of a Land Disturbance Permit. Unless otherwise noted herein, compliance with all conditions shall be in place prior to the issuance of the first Certificate of Occupancy. 3. To the owner’s agreement to the following site development considerations: b. To allow 4 additional wall signs. (VC12-05) c. The location of the entrance at public right of way shall meet the City of Milton Code of Ordinances and AASHTO guidelines as approved by Milton Public Works and shall conform to the following: i. Entrance drive at Windward Parkway shall be modified to include signage and striping to restrict turning movements to right in-right out as approved by Milton Public Works. d. Obtain a land disturbance permit from Community Development prior to construction of the proposed improvements. e. To develop the Master Signage Plan as submitted to the Community Development Department on June 23, 2012. �o oma � 0- w a �a ae C $ m ® : o m O �-aq G7 W Q x �' GN r a 5e q I N �=m=WNE ma�c�AAa�3; to � m$ n N C j w 9 H m m ia m c 0 2 O z Lo 0 TTI E s ESii� L'I'MY S to IM , F �- K , C .Q S Z v 99.2" 34' m x � m x cn 2 '[ z y 2 O laq m m C7 � w n � � r w 2 ~ o fl d9 8 rn z C7 _� _ m ,- m m �0 C C=C 3 N Mco �i vz 3a Q � g Q °° p 50 N '$ € � -E 1 N R b n 0 Crn O p N ,c 3 rn m� U m 2r C. to C. r a w o g z a Ez; v i z MEN O °ia ma i_ m� U m _ g 9 € y q pxp = Ay 1 A + �Z / VNII � N 2 � N Y ai G7 ren 2r C. to C. r a w o g z a Ez; v i z MEN °ia ma i_ m� U $ _ g 9 € y q �Z � N Y m N m m �o��myoc7��v }y, [Q��yy�Nyl�pp�yy 2 G+L44C ���271m �1� 1 m l/ Aym �2 yy� ffl1my77y O r�mi,g m�v T u is � v n c N J \%B( m@§ «&�d j[(( � � C) ■gam £�< ~ CL / z \ 2 m a � | 2 £�< ~ CL / z \ 2 m a | 2 e \ &«]\ f � -TIN 9 2# z z No Text ORDINANCE NO. PETITION NO. ZM12-02/VC12-05 STATE OF GEORGIA COUNTY OF FULTON AN ORDINANCE TO MODIFY CONDITIONS OF A RESOLUTION BY THE FULTON COUNTY BOARD OF COMMISSIONERS APPROVED PETITION Z96-127 ON APRIL 2, 2007 AND AN ORDINANCE BY THE CITY OF MILTON APPROVED PETITION ZM08-04 ON JUNE 16, 2008 TO MODIFY CONDITIONS OF AN ORDINANCE BY THE CITY OF MILTON MAYOR AND CITY COUNCIL ON SEPTEMBER 17, 2012, ZM12-02/VC12-05, PROPERTY LOCATED AT 5304 WINDWARD PARKWAY IN LAND LOT 1120 OF THE 2ND DISTRICT 2ND SECTION CONSISTING OF APPROXIMATELY 2.324 ACRES. BE IT ORDAINED by the City Council for the City of Milton, Georgia while in regular session on September 5, 2012 at 6:00 p.m. as follows: SECTION 1. That the condition of a resolution by the Fulton County Board of Commissioners, approved on April 2, 2007, for petition Z96-127 that approved a zoning to C-1 (Community Business) and for petition ZM08-04 that approved a zoning modification to revise a site plan on Windward Parkway consisting of a total of approximately 2,325 acres, attached hereto and made a part herein; ALL THAT TRACT or parcel of land located in Land Lot 1120 of the 2nd District 2nd Section of the attached legal description; and SECTION 2. That the property shall be developed in compliance with the conditions of approval as attached to this ordinance. Any conditions hereby approved (including any site plan) do not authorize the violation of any district regulations; and SECTION 3. That all ordinances or part of ordinances in conflict with the terms of this ordinance are hereby repealed; and SECTION 4. This Ordinance shall become effective upon adoption by the Mayor and City Council and the signature of approval of the Mayor. ORDAINED this 17th day of September, 2012. Approved: ______________________ Joe Lockwood, Mayor Attest: ___________________________ Sudie A M Gordon (Seal) CONDITIONS OF APPROVAL ZM12-02/VC12-04 5304 Windward Parkway The City of Milton Mayor and City Council approved the modification of the condition of Z96-127 and ZM08-04 to the above referenced property zoned C-1 (Community Business). Zoning Modification petition ZM12-02 was approved by the Mayor and City Council on September 17, 2012 hearing, subject to the following conditions: 2. To the owner’s agreement to abide by the following: a. To the revised site plan received by the Community Development Department on August 13, 2012. Said site plan is conceptual only and must meet or exceed the requirements of the Zoning Ordinance and these conditions prior to the approval of a Land Disturbance Permit. Unless otherwise noted herein, compliance with all conditions shall be in place prior to the issuance of the first Certificate of Occupancy. 3. To the owner’s agreement to the following site development considerations: b. To allow 4 additional wall signs. (VC12-05) c. The location of the entrance at public right of way shall meet the City of Milton Code of Ordinances and AASHTO guidelines as approved by Milton Public Works and shall conform to the following: i. Entrance drive at Windward Parkway shall be modified to include signage and striping to restrict turning movements to right in-right out as approved by Milton Public Works. d. Obtain a land disturbance permit from Community Development prior to construction of the proposed improvements. e. To develop the Master Signage Plan as submitted to the Community Development Department on June 23, 2012. ZM12-04 REVISED SITE PLAN SUBMITTED AUGUST 13, 2012 City of Milton 13000 Deerfield Parkway, Suite 107 Milton, GA 30004 1 To: Honorable Mayor and City Council Members From: Kathleen Field, Community Development Director Date: August 27, 2012 submitted for the September 17, 2012 City Council Meeting and September 5, 2012 City Council Meeting for First Presentation Agenda Item: Text Amendment to amend Appendix A, Fees and Other Charges of the City of Milton Code of Ordinances for new and updated fees CMO (City Manager’s Office) Recommendation: The Mayor and City Council to hear and approve the attached text amendment, Appendix A, Fees and Other Charges of the City of Milton Code of Ordinances amending the existing text. Background: Recently there have been amendments to the Zoning Ordinance, Open Records Act, as well as recognizing a need for adjusting certain fees to be consistent with surrounding jurisdictions regarding swimming pool fees and site fees for certain types of permits. Discussion: Because of these recent changes staff has investigated reasonable amounts to charge as fees for each of these permits and other charges: 1. 2-702 – Public Records Copying – Based on the new state law, the city is not permitted to charge more than .10 cents per page (8.5x11 black and white). In addition, staff is reducing the amount for color copies from .35 cents to .25 cents per page and copies on a jump drive at $15.00 each. 2. Chapter 10 - Swimming Pool and Site Fees – Since the inception of the City, staff has received input from local pool contractors regarding the high cost of pool permits within the city. Currently, there is a $350 site review fee and the permit fee is based on the valuation of the job. Typical pool permit fees range between $400 and $800. These are considerably higher than surrounding jurisdictions that range between $150 and $400 based on Staff surveying nearby jurisdictions. The site review fee can be as much as the actual permit fee. Therefore, Staff is recommending that the site fee be reduced to $100. The proposed permit fee will be a flat rate for both private and public pools of $250. City of Milton 13000 Deerfield Parkway, Suite 107 Milton, GA 30004 2 3. Chapter 10 - Site Fees for Deck Addition, Pool House, Garage, and Screened Porch – Based on the small size of disturbance of the site, staff recommends that the site review fee be reduced from $350 to $100. 4. 64-1017 – Certificate of Endorsement by the Design Review Board – The Design Review Board (DRB) is required to review all commercial and multi- family building permits (this includes attached townhomes) and to issue a Certificate of Endorsement. In the past, the applicant has submitted final building plans to the DRB for any additional input or alterations. Staff is now proposing that these building plans have an optional sketch review with staff and a required final review with staff and the DRB depending on the size of the project. This will ensure that the final design is consistent with the overlay districts and maximize design potential of the development. Staff is proposing the review fee to be $350. Currently, there is no charge for review of DRB submittals by the Planning Staff or the DRB. Other nearby jurisdictions that have a similar process also charges $350 for the review fee. 5. 64-2175 – Rezoning Petitions – The Mayor and City Council approved the creation of the new H (Historic) zoning district earlier this year. Staff is including the district in the list of zoning districts as it pertains to rezoning fees. 6. 64-2455 – Certificate of Appropriateness – This certificate is issued by the Historic Preservation Commission (HPC) for approval of material change in appearance involving historic properties. It shall be required before construction can begin for historic properties or properties within a historic district, regardless of whether a building permit is required. Staff is now proposing that these building plans have an optional sketch review with staff and required final review with staff and the HPC depending on the size of the project. Staff is proposing the review fee to be $350. Currently, there is no charge for review of Certificate of Appropriateness submittals by the Planning Staff or the HPC. Other nearby jurisdictions that have a similar process also charges $350 for the review fee. Alternatives: The Mayor and City Council may choose to approve, deny or defer the Text Amendment to replace in its entirety Appendix A, Fees and Other Charges, of the City of Milton Code of Ordinances. Concurrent Review: Chris Lagerbloom, City Manager Ken Jarrard, City Attorney STATE OF GEORGIA COUNTY OF FULTON ORDINANCE NO. AN ORDINANCE TO AMEND APPENDIX A, FEES AND OTHER CHARGES, OF THE MILTON CITY CODE BE IT ORDAINED by the City Council of the City of Milton, GA while in a regularly called council meeting on September 17, 2012 at 6:00 p.m. as follows: SECTION 1. That the Ordinance relating to Amending Appendix A, of the Milton City Code, as it relates to Fees and Other Charges, is hereby adopted and approved, replacing existing Appendix A in its entirety; 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 17th day of September, 2012. ____________________________________ Joe Lockwood, Mayor Attest: ______________________________ Sudie AM Gordon, City Clerk (Seal) APPENDIX A FEES AND OTHER CHARGES Section Description Amount(in dollars)Proposed Change 2-702 (c) Public Records Copying 25 cents/page 10 cents / page 35 cents/page 25 cents / page 50 cents/page 70 cents/page 2-702 (d)Copies of Plats $ 9.10/page $ 3.60/page $ 5.00/page 2-702 (d)Copies of CD $ 15.00 /each Include Jump Drives 4-26 (a)(1)Investigation and Administration $ 100 / each + $35 / person 4-26 (a)(1)Advertising Fee $200 /each 4-26 (a)(3)License Fee $650/year $650/year S1300/year $3200/year $4500/year $1000/year $400/year $400/year $800/year $3000/year $3800/year Brown Bagging $100/year 4-26 (b)Prorated License Fee (one-half of full License fee after July 1) $325/year $325/year $650/year $1600/year $2250/year $500/year $200/year $200/year $400/year $1500/year $1900/year Brown Bagging $50/year 4-26 (c) Late Fee 10% of delinquent balance Late Interest Fee 1% of delinquent balance each month 4-99 (h)License Transfer Fee to Transfer of Location $300 administrative fees to cover cost of advertising, review/approval of survey, and processing of application. Package Additional Bar Wine, Malt Beverages and Distilled Spirits Distilled Spirits 11×17 Inches Color 11×17 Inches Black and White 8(1/2)×11 Inches Color Package Additional Bar Wine, Malt Beverages and Distilled Spirits Distilled Spirits Wine and Malt Beverages Malt Beverages Wine Consumption on Premises 24×34 Inches Wine and Malt Beverages Wine 24×30 Inches 48×32 Inches Conditions Chapter 2--Administration Chapter 4--Alcoholic Beverages should a licensee make application to the city manager for a transfer of location and should such a transfer of a location be approved, with no change of ownership of the business Consumption on Premises Wine, Malt Beverages and Distilled Spirits Distilled Spirits Wine, Malt Beverages and Distilled Spirits Distilled Spirits Wine and Malt Beverages Malt Beverages Wine Wine Wine and Malt Beverages Malt Beverages 8(1/2)×11 Inches Black and White Malt Beverages 1 APPENDIX A FEES AND OTHER CHARGES 4-101 (a)License Renewal $ 100 application fee + $35/person + appropriate license fee (consumption on 4-101 (c) License Renewal Late Fee 10% of delinquent balance License Renewal Late Interest Fee 1% of delinquent balance each month 4-167 (c) Temporary License Fee Recommendation: $100 (similar to temp. pouring permit) 4-168 (a)Temporary Special Event License (Pouring Permit)$100.00 4-256 (f)(5)/4-536 (3)Managers and Employee Pouring Permit $20 background check + $15 admin fee 4-277 (j)Ancillary Wine Tasting License $50.00 annual permit fee 4-317 (2)Private Club License See Section 4-26 4-339 (c) Hotel-motel in-room Service Alcohol License See Sections 4-437 and 4-457 4-359 (a)Wholesaler License fee $400/year $400/year $800/year $3,000/year $3,800/year $100/year $100/year $100/year $100/year $100/year 4-417 Excise Tax on all Beer and Malt Beverages produced by a brewpub 5 cent(s) per 12 ounces and a proportionate tax at the same rate on all fractional parts of 12 4-417 Penalty for late excise tax payment on beer and malt beverages produced by brewpub not to exceed 10% of the tax otherwise due 4-437 Excise Tax on Package Sales of Distilled Spirits and Wine not exceed 22 cent(s) per liter of distilled spirits, and a proportionate tax at the same rate on all fractional parts of a 4-457 Excise Tax on Package Sales of Malt Beverages $6.00 on each container sold containing not more than 15 1/2 gallons and a proportionate tax at the same rate on all fractional 5 cent(s) per 12 ounces and a proportionate tax at the same rate on all fractional parts of 12 4-477 Excise Tax on Sales of Distilled Spirits by the Drink not exceed 3% of the charge to the public for the beverages Distilled Spirits Wine and Malt Beverages Malt Beverages Wine Malt Beverages Wine and Malt Beverages Distilled Spirits Wine, Malt Beverages and Distilled Spirits For the private clubs who sell and dispense alcoholic beverage A Temporary pouring permit may be issued to any person for a period not to exceed 10 days in any one year for an approved special event When Malt beverages are sold in or from a barrel or bulk container When Malt beverages are sold in bottles, cans, or other containers other than barrel or bulk containers Located Outside of the City limits Wine, Malt Beverages and Distilled Spirits Wine Located Within the City Limits Container types 2 APPENDIX A FEES AND OTHER CHARGES 4-497 (b)Interest on Deficiency of Wholesale and Retail Tax 1% per month on the determined deficiency, or 4-497 (c) Penalty for Deficiency 25% of the deficiency 4-498 (b)Penalty for Failure to File a Return 25% of the amount required to be paid by the party 4-499 (a)Interest for Failure to Pay Tax 1% per month on the Outstanding Tax Obligation 4-499 (b)Penalty for Failure to pay Tax 15% of the Tax, or amount of the Tax and Interest 4-534 (6) a Penalty for sales to underage persons A Minimum Fine of $250.00 4-534 (6) b Penalty for sales to underage persons A Minimum Fine of $500.00 4-536 (9)Replacement Pouring Permit If within 30 days of original application, then fee is $7.50. If after 30 days of original application, then fee is $15.00 4-536 (14)Fees for Violation not to exceed the amount stated in state law 8-2 (a)Penalty A Fine up to the Maximum Amount provided for by the 8-2 (b)Penalty no less than $150.00 for a second conviction, and no less than $300.00 for a third 8-2 (c) Penalty no less than $500.00 for a second conviction, and no less than $750.00 for a third 8-2 (d)Penalty no less than $1,000.00 8-2 (e)Penalty on less than $5,000.00 8-7 (b)Dog/Cat Vaccination/License Tag Types of License Number of Years Standard Licensing Fees 1 year $25.00 3 year $60.00 1 year $10.00 3 year $25.00 Senior Discount (60+) 1 year $24.00 If any person convicted of any violation of regulations concerning managers and employees If any person violates the provisions of animals If any person violates the provisions as it pertains to a potential dangerous dog If any person violates the provisions as it pertains to a dangerous dog If the owners of a dangerous or potentially dangerous dog fails to comply with related provision and his or her dog attacks or bites a human Chapter 8 -- Animals Unaltered Pet Spayed/Neutered Pet Unaltered Pet If the owners of a dangerous or potentially dangerous dog knowingly and willfully fails to comply with related provision and his or her dog attacks and causes severe injury to or the death of a human 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 For the first offense For the second offense and subsequent violations within one year For any Deficiency which is determined to be made due to fraud, or an intent to evade any provisions of this article If the failure of any person to file a return is due to fraud or an intent to evade this article 3 APPENDIX A FEES AND OTHER CHARGES 3 year $58.00 1 year $9.00 3 year $23.00 8-7 (d)Dog/Cat Replacement Vaccination/License Tag $2.00 8-8 (b)Special Permit (Kennels)$100.00/year 8-61 (d)Dangerous/Potentially Dangerous Dog Registration $100.00/year 8-61 (e)Additional Fees for Renewing Certificate of Registration $100.00/year 8-82 (e)(1)Impoundment (Vaccination)As established by Fulton County Animal Control 8-82 (e)(2)Impoundment (License)As established by Fulton County Animal Control 8-82 (e)(3)Impoundment Fee $35 8-82 (e)(4)Impoundment (Boarding)$10.00/day 10--2 Penalty Varies 10-86 (d)Building Permit Application $25 Administrative Fee + $50 Certificate of Occupancy 10-92 (b)Penalty for Work Commencing before Permit Issuance 100% of the usual permit fee in addition to the required permit 10-92 (d)Permit Fee Value calculation is based on ICC Building Valuation Data Published Annually as a minimum standard valuation $23.50 $23.50 for the first $500 plus $3.50 for each additional $100, or fraction thereof, to and $69.25 for the first $2,000 plus $14.00 for each additional $1,000, or fraction thereof, to $391.75 for the first $25,000 plus $10.10 for each additional $1,000, or fraction thereof, to and including $50,000 $643.75 for the first $50,000 plus $7.00 for each additional $1,000, or fraction thereof, to and $993.75 for the first $100,000 plus $5.60 for each additional $1,000, or fraction thereof, to and including $500,000 $3,233.75 for the first $500,000 plus $4.75 for each additional $1,000, or fraction thereof, to and including $1,000,000 $2,001 to $25,000 $501 to $2,000 $500,001 to $1,000,000 $100,001 to $500,000 Permit Fees Based on Valuations $50,001 to $100,000 $25,001 to $50,000 Chapter 10 -- Buildings and Buildings Regulation Unaltered Pet Spayed/Neutered Pet If any person violates a related provision, or fail to comply therewith, or with any of the requirements thereof $1 to $500 Total Valuation 4 APPENDIX A FEES AND OTHER CHARGES $5,608.75 for the first $1,000,000 plus $3.65 for each additional $1,000, or fraction thereof Chapter 10 Commercial Construction Permit Fees Includes all listed fees unless otherwise noted $350 site $25 admin $50 CO Permit Fee Plan Review (50% of Permit Fee amount) $125 Fire Review (up to 5000 sq $25 admin $50 CO Permit Fee Plan Review (50% of Permit Fee amount) $125 Fire Review (up to 5000 sq $100 site $25 admin Permit Fee $350 site $25 admin Permit Fee Residential Construction Permit Fees $350 site $25 admin $50 CO Permit Fee $100 Plan Review (up to 5000 sq ft) $200 Plan Review (5001 to 10,000 sq ft) $350 Plan Review (10,001 sq ft and up) $25 Admin Permit Fee $100 Plan Review (up to 5000 sq ft) $200 Plan Review (5001 to 10,000 sq ft) $350 Plan Review (10,001 sq ft and up) $350 Site fee (house addition that extends out from original house frame) $350 site $25 admin Permit fee $100 site Tenant Finish, Interior Work on Commercial Property Construction of Sales Trailer Cell Tower or Co-Locate New House/Townhouse from the Ground Up Basement Finish, Bathroom or Kitchen Remodel, House Addition Deck Addition, Pool House, Garage, Screened Porch $1,000,001 and up New Commercial building from the ground up, New Shell Commercial structures include schools, hospitals, subdivision clubhouses etc Type of Permit 5 APPENDIX A FEES AND OTHER CHARGES $350 site $25 admin Permit Fee $100 site, $25 admin, Permit Fee - $250.00 flat fee per pool $25 admin Permit Fee $25 admin $50 Permit Fee Flat fee total of $75 $100 site $25 admin Permit Fee $100 site $25 admin Permit Fee $25 admin $100 Permit Fee Other Fees Types of Permit Condition Re-Inspection Fire re-inspection $50 per re-inspection $100 per re-inspection Temporary Certificate of Occupancy Only Valid for up to 60 days $200 Flat Fee Reinstatement of expired permit 90% Complete If permitted work is substantially complete as evidenced by inspection records showing passed framing and meets inspections as applicable to scope of work permitted $100 plus any re-inspection fees Reinstatement of expired permit Less than 90% complete If the permitted work is not substantially complete as evidenced by inspection records Renewal fee is one half (50%) of the permit fee assessed at original building permit issue, but not less than $200.00 Reinstatement of expired permit Not executed No work has been performed as evidence by inspection records Reinstatement amount is full permit fee 12-23 (a)Occupation Tax for Business and Practitioner Based on the Gross Receipts 12-23 (b)(1)Flat Rate Fee for Home-Based Businesses $100.00 /year 12-23 (b)(2)Occupation Tax for Business $150.00 plus $7.00 per employees 12-23 (b)(4)Nonrefundable Administrative Fee (registration Processing)$75/year Pool Electrical Permit Plumbing Permit Mechanical Permit For Commercial Also For Home-based Businesses (limit of one employee) For Business and Practitioner subject to the provision Roof, Replacement Window, Replace Shingles, etc Shed, Out Building Fence Demolition of Single Family House Demo of other Structures including Commercial For Businesses not generating gross Receipts at the business location in the city Chapter 12 -- Business Regulation and Taxation 6 APPENDIX A FEES AND OTHER CHARGES 12-30 (a)Flat Rate Fee or Professional Occupation Tax for Professional Practitioners may elect to pay a flat fee of $400.00 (Administrative Fee included); or may elect to pay occupation tax based on Gross Receipts plus Administrative Fee 12-32 (a)Penalty for Late Payment of Occupation Tax and Administrative Fees 10% of the Amount Owned for each Calendar year or Portion thereof 12-32 (b)Interest for Late Payment of Occupation Tax and Administrative Fees 1.5% per month for Delinquent Taxes and Fees 12-56 Insurers License Fees $100.00 each Insurer, plus an additional $75.00 per location for insurers not covered by 12-57 12-57 Insurers License Fees $100.00 each Insurer, plus an additional $26.25 per location 12-58 Gross Premiums Tax Imposed on Life Insurers 1% of the gross direct premiums received during the preceding calendar year 12-59 Gross Premiums Tax Imposed on all other Life Insurers 2.5% of the gross direct premium received during the preceding calendar year 12-81 Annual Business License Tax one-quarter (.25)% of the gross receipts, and the minimum 12-108 Professional Bondsman Administrative Fees $75/year 16-27 Notice of Candidacy for Municipal Office 3% of Total Salary of Office Sought 18-48 Monthly Charge for Emergency Telephone Service $1.50 per telephone line and $1.50 per wireless subscriber 18-69 (1)Penalty for False Alarm For the 2nd and any subsequent false alarm in a 12 month period a fine is assessed at $150.00 each; no monitored alarm user shall be assessed fines in excess For the third and each subsequent false alarm that occurs at the same premises within any 12-month period for Financial Institutions 1.Failure to pay occupation taxes and administrative fees when due; 2. Failure to file an application by March 31 of any calendar year, when the business or practitioner was in operation the preceding calendar year; and 3. Failure to register and obtain an occupation tax certificate within 90 days of the commencement of business For each insurer not covered by 12--57 for each insurer writing life, accident and sickness insurance within the state Chapter 18 -- Emergency Management Services Chapter 14 -- Courts Chapter 16 -- Elections For Professional Practitioners For each separate business location operated and maintained by a business organization which is engaged in the business of lending money or transacting sales involving term financing and in connection with such loans or sales offers, solicits or takes application for insurance through a licensed agent of an insurer for insurance said insurer 7 APPENDIX A FEES AND OTHER CHARGES 18-69 (2)Penalty for Violation other than False Alarm $100.00 /each 18-90 (a)(5)Monitored Alarm System Registration $25/each 20-264 (c) (4) Civil Penalties for Violation subject to Equitable Relief; Nuisance and Abatement may impose a penalty not to exceed $1,000.00 per day for each day the violation remains unremedied after receipt of the 20-47 (c)(5) Criminal Penalties for Violation Related to Equitable Relief; Nuisance and Abatement $1,000.00 per day 20-289 Stormwater Management Application Review Up to 3 reviews - subsequent revision reviews will require 50% of the original fee, a minimum of $350 $350 + $5/lot $350 + $5/disturbed acre $350 + $20/lot $350 + $20/disturbed acre 20-540 Project Site Reinspection Fee $50.00 minimum 20-543 (a)Monetary Penalties(violation)not to exceed $2,500.00 per day for each violation 20-543 (b)(1)Minimum Penalties $250.00 for each violation or each day on which a violation exists 20-543 (b)(2)Minimum Penalties $1,000.00 for each violation or each day on which a violation exists 20-543 (b)(3)Minimum Penalties $250.00 per violation 20-543 (b)(4)Minimum Penalties $500.00 20-543 (b)(5)Minimum Penalties $1,500.00 20-591 (e)Land-Disturbance -- Local Permit Application Fee, per acre Value calculation is based on Calculation of Inspections per the Land Development Valuation Table Below $300.00 $300 for the first $500 plus $150 for each additional $1000, or fraction thereof, to and including Residential Concept Plans Commercial Concept Plans Residential Development Plans Commercial Development Plans Permit Fees Based on Valuations Conducting land disturbance activities without a land disturbance permit or building permit (first offense) Total Valuation $1 to $5000 $5001 to $20,000 Conducting land disturbance activities without a land disturbance permit or building permit (second or subsequent offense) Lack of proper installation or maintenance of structural/vegetative best management practices Working under a stop work order (first offense) Working under a stop work order (second or subsequent offense) Chapter 20 -- Environment Plan Review Fees 8 APPENDIX A FEES AND OTHER CHARGES $2,250 for the first $20,000 plus $100.00 for each additional $1,000, or fraction thereof, to $10,550 for the first $100,000 plus $50 for each additional $1,000, or fraction thereof, to and including $250,000 $18,050 for the first $250,000 plus $25 for each additional $1,000, or fraction thereof, to $24,300 for the first $500,000 plus $15 for each additional $1,000, or fraction thereof, to and including $1,000,000 $31,800 for the first $1,000,000 plus $10 for each additional $1,000, or fraction thereof Land Development Valuation Table Based on Inspections Road Vert & Section Curb and Gutter Base and Paving Commercial Driveway Storm Drainage Wastewater Water Main Sidewalk Residential Fee $200/lot Commercial/Other Fee $700/ disturbed acre $350/disturbed acre x 3% Administrative Fee $25 $1050/monument $60 20-591 (f)Land-Disturbance -- State Permit, Additional per acre Fee $80.00 per disturbed acre $16/ln.ft. $6.50/ln.ft. $25/ln.ft. $0.75/sq.ft. $20/ln.ft. GIS Monument Fee (as required) $20,001 to $100,000 $100,001 to $250,000 $250,001 to $500,000 $500,001 to $1,000,000 $1,000,001 and up $22/ln.ft. $16/ln.ft. $5/sq.ft. Erosion Control Fee Other Applicable Fees Overnight delivery or Courier Fee (as required) Landscape Installation Inspection 9 APPENDIX A FEES AND OTHER CHARGES 20-658 Civil Penalty for Violation Related to Noise Control may impose a penalty not to exceed $1,000.00 per day for each day the violation remains unremedied after receipt of the 20-658 Civil Penalty for Violation Related to Noise Control may impose a penalty not to exceed $1,000.00 per day for each day the violation remains unremedied after receipt of the 22-50 Plan Review Fees Structural Plan Review $125.00 $0.25 per sq.ft. Site Development Plan Review $100.00 Sprinkler only Plan Review $100.00 Fire Alarm only Plan Review $75.00 Commercial hood only Plan review $50.00 22-50 Inspection Fees 80% Inspection $100.00 Final Inspection $100.00 Occupancy Inspection $100.00 Miscellaneous/Other Final Inspection $100.00 Re-inspection Fee $100.00 After Hours Inspection $150.00 22-90 (f) Penalties of Violation subject to Locked gates for Commercial, Residential and other Locations not exceed $1,000.00 22-91 (f)Penalties of Violation subject to Locked gates for certain Buildings not exceed $1,000.00 22-115 (a)Penalties of Violation of Placing "Fire Lane" Signs $150.00 for each violation (however, the fine will be waived if the required specifications are made within 14 days from the date of the citation 22-115 (b)Penalties of Violation of Placing "Fire Lane" Signs $150.00 for each violation and an additional $10.00 fine for each violation for each day that the owner fails to comply with the provisions 22-116 (b)(1)Penalties of Violation of parking in a fire lane $25.00 for the first violation within any 30-day period; $40.00 for the second violation within any 30-day period; $50.00 for each violation thereafter occurring within any 30-day More than 5,000 sq. ft. 5,000 sq. ft. or Less Chapter 22 -- Fire Prevention and Protection If that private or public property owner fails ore refuses to meet said requirements on his or her property within such 14 days he or she shall, on the 15th day after receiving the citation, be subject to the fine Chapter 32 -- Offenses and Miscellaneous Provisions Chapter 28 -- Law Enforcement 10 APPENDIX A FEES AND OTHER CHARGES 32-109 Moving Household Goods at night permit TBD 32-135 (g)Penalties of Violation for Person under 21 years of Age Varies 32-179 (b)(1)Penalties for Nuisances a minimum of $100.00 32-179 (b)(2)Penalties for Nuisances a minimum of $500.00 32-179 (b)(3)Penalties for Nuisances a minimum of $1,000.00 36-40 Application Fee $75.00 Administrative Fees + $100.00 Permit Fees + $20.00 Background Check 46-3 Collection Fee for the disposal and collection of waste TBD 46-70 (a)Infrastructure Maintenance Fee 5% of the company's Gross Receipts to Customers within the 48-259 Traffic Calming Plan Fee $500 per plan 48-466 (e)Sign Replacement Fee $250.00 per Sign 48-466 (f)Sign performance bond $100 value per sign 48-560 (c) Penalties for Violation of Restoration of Lanes $1,000.00 per instance and location 48-561 (b)(4)Penalties for Violation of Removal $1,000.00 per day per location 48-584 (c) Penalties of Obstruction of Right-of-way (Personal Property) 125% of the cost the city incurs in removing the property plus a fine of $1,000.00 48-584 (d)Penalties of Obstruction of Right-of-way (Illegal Dumping) 125% of the cost the city incurs in removing the property plus a fine of $1,000.00 48-585 (b)(1)Penalties of Location within the right-of- way (New Unpermitted Installations) 100% of the cost the city incurs in removing the property plus a fine of one-half the cost of the largest permit fee for the site 48-585 (b)(2)Penalties of Location within the right-of- way (Existing Installations)No Fines 48-585 (b)(3)Penalties of Location within the right-of- way (Temporary Items) 125% of the cost the city incurs in removing the property plus a fine of $500.00 48-587 (a)Penalties of Violation for Agricultural Uses $100.00 per incident The first Violation Chapter 38 -- Personnel The second Violation of the same provision ** This fee is for a Business Solicitation Permit - there is no charge for a Charity/Non-Profit Solicitation Permit The third or repeat Violation of the same Provision Chapter 34 -- Parks, Recreation and Cultural Affairs Chapter 36 -- Peddlers and Solicitors Chapter 42 -- Secondhand Goods Chapter 46 -- Solid Waste Chapter 48 -- Streets, Sidewalks and Other public Places 11 APPENDIX A FEES AND OTHER CHARGES 48-587 (b)(2)Penalties of Violation of Agricultural Equipment Uses $100.00 fine per incident, plus the cost of repairs to the road, and plus the cost of certified traffic control by the person who 50-2 (a)Penalties of Violation no less than $1,000.00 and not to exceed $2,500.00 50-208 Plat Application $25.00 Administrative Fee + $350.00 Review Fee + $5.00 /Lot 50-209 Fees for required Inspection, Water and Sewer Connection, Curb Cut, and Street Sign see Sections 48-466, 20-591 and 22-50 50-210 Bond Fee $250 Legal processing and $50 Administrative Fee 52-19 (b)Ad Valorem Taxes on Property $4.731 on 40 percent of each $1,000.00 of property 52-22 (b)Penalties and Interest for the Delinquent of the ad valorem taxes An interest rate of 1% per month (minimum $1.00) from the date the taxes are due until the date the taxes are paid. Any period less than one month is considered to be one month. A penalty of 10% is applied after 90 days past due. The penalty shall not apply to the following: (1) Ad valorem taxes of $500 or less on homesteaded property; (2) Homesteaded property acquired during the tax year by a new owner who did not receive a bill and who before acquiring such property resided outside the State of GA and if taxes are paid within one year following the due date. 52-46 Penalty for Delinquent Payment Penalties of 10% of amount of taxes due to the city, plus 1% interest per month on the 52-47 Hotel and Motel Excise Tax 3% of the rent for every occupancy of a guestroom in a Chapter 52 -- Taxation For Property subject to the ad valorem tax For Hotel and Motel Tax For Hotel and Motel Rent For Property subject to the ad valorem tax Chapter 50 -- Subdivisions 12 APPENDIX A FEES AND OTHER CHARGES 52-94 (a)(1)Rental Motor Vehicle Excise Tax 3% of the Rental Charge. If paid on or before the 20th day of the preceding calendar month, the tax payer may retain a credit in the amount of 3% of the tax due. 52-116 Penalties and Interest for Failure to Remit Taxes A penalty of 5% of the tax then due, plus 1% interest per month thereon the unpaid principal amount due 52-118 (b)Interest on the Deficiency Determined 1% per month or fraction thereof from the due date of the taxes 54-5 (d)Application Fee $2000 plus the actual consulting cost up to $7500 54-8 (c)Telecommunications Operating License $1000 per tower and $1000 per antenna array 54-11 (d)Lease Application Fee $250 Legal processing and $50 Administrative Fee 54-19 (a)Lease Compensation As negotiated by the City Manager or designee and 54-19 (a)Late Lease Payments 2% of the annual rental fee for each day or portion thereof 56-70 (b) Charges and Penalties for Violation of provision subject to Vehicle Weights and Loads $0.05 per pound for all excess weight, except for vehicles permitted to exceed the weight limitation, or are permitted under a "superload" or "superload plus" permit wherein the penalty would be $6.25 per 58-39 (2)Penalty for Violation of Water Uses not exceed $1,000.00 58-129 (a)Civil Penalty for Violation of Water Uses not exceed $1,000.00 for each day the violation remains unremedied after receipt of the 58-129 (b)Criminal Penalties for Violation of Water Uses not exceed $1,000.00 60-20 (a)Penalties for Violation not exceed $1,000.00 per violation per day 60-50 (b)(2)Tree Protection Signs $5 per sign 60-48 Penalty for Violation of Specimen Trees The Unit Value of the specimen tree is doubled and that becomes the unit value that must be compensated for All tree protection fences must be accompanied by "Stay Out" and "Tree Save" signage, which may be purchased from Community Development for a fee For Motor Vehicle Rented Chapter 58 - Utilities Chapter 60 - Vegetation For Rental Motor Vehicle Excise Tax For Excise Tax Second and Subsequent Violations If a specimen trees are removed or have their root protection zones disturbed without permission Chapter 54 --Telecommunications Chapter 62 -- Vehicles for Hire Chapter 56 -- Traffic and Vehicles 13 APPENDIX A FEES AND OTHER CHARGES 62-24 (a)License Fee $50 Annual Taxicab Permit, $50 each Annual Driver's Permit, $50 Annual Certificate of Public 64-360 (2)c Inclusionary housing (in-lieu Fees)TBD 64-366 Administration of Inclusionary Housing TBD 64-1017 Approval of alterations or new construction by the DRB Certificate of Endorsement for Commercial and Multi-family $350.00 for each project review 64-1616 (8)c Media Production Permit Fee Low Impact Permit Fee -$100, High Impact Permit Fee - $250, additional $100 per day for any permit received less than the minimum number of processing days required in Section 64- 64-1890 (c)(1)Application Fee for a Concurrent Variance $250.00 plus $50 for each additional concurrent variance requested on the same piece of $350.00 plus $100 for each additional concurrent variance requested on the same piece of $350.00 plus $100 for each additional request 64-1938 Appeal Application $250 Plus $50 for each additional variance Request on the same Piece of Property $350 plus $100 for each additional Variance Request $350 plus $100 for each additional Variance Request 64-2175 Rezoning Petition To Acreage 0 to 5 $500 5+ to 10 $1,000 10+ to 20 $1,500 20+ to 100 $2,000 100+ $2,500 plus an additional $40 per acre for any portion thereof over 100 acres. Maximum fee = 0 to 5 $750 Include H (Historic) Zoning Distirct 5+ to 10 $1,500 10+ to 20 $2,000 20+ to 100 $2,500 100+ $3,000 plus an additional $50 per acre for any portion thereof over 100 acres. Maximum fee = Chapter 64 -- Zoning All Signs Residential Districts: R-1, R-2, R-2A, R-3, R-3A, R-4, R-4A, R-5, R- 5A, NUP, CUP, MHP AG-1, R-1, R-2, R-2A, R-3, R-3A, R-4, R-4A, R-5, R-5A All Signs Multi-family Districts, Non-Residential Districts, and Commercial uses in Residential or AG-1 Districts Single-Family Residential Zoning Districts and AG-1 District for Residential uses only R-6, TR, A, A-I, O-I, C-1, C-2, M- 1A, M-1, M-2, H License fees are levied per annum for each taxicab maintained or operated, and per annum for each driver's permit, and for Certificate of Public Necessity Based on Permit Type Requested and minimum processing time Ag-1, R-6, TR, A, A-1, O-I, C-1, C-2, M-1A, M-1, M-2, MIX and Nonresidential Uses in Residential Districts listed above 14 APPENDIX A FEES AND OTHER CHARGES CUP, NUP, MHP Any Acreage $2,000 plus $50 per acre or any portion thereof. Maximum fee = $10,000 MIX Any Acreage $1,000 plus $50 per acre or any portion thereof. Maximum fee = $10,000 64-2221 (b)Penalties for Violation $1,000.00 64-2296 (f)Penalties for Violation of Signs not exceed $1,000.00 per day 64-2455 Application to HPC for Certificate of Appropriateness $350.00 per review Where a determination is made that property is in violation of zoning ordinance, and any other codes and laws enforced by the community development department, and all reasonable efforts and means to obtain compliance have been exhausted 15 City of Milton 13000 Deerfield Parkway, Suite 107 Milton, GA 30004 To: Honorable Mayor and City Council Members From: Kathleen Field, Community Development Director Date: August 27, 2012 for Submission onto the September 5, 2012 City Council Meeting Agenda Item: Public Hearing to consider the proposed use of funds for Community Development Block Grant (CDBG) for Fiscal Years 2012-2013-2014. CMO (City Manager’s Office) Recommendation: Public Hearing Background: The City of Milton will prepare an application to Fulton County requesting funds through the Community Development Block Grant (CDBG) program. The total available grant is an estimated $170,000 for the Fiscal Years 2012-2013-2014. The City proposes to renovate the City property at 15690 Hopewell Road (the Hopewell House) for use as a Senior Center. Discussion: The City purchased the property at 15690 Hopewell Road in 2011. The existing house was build circa 1840 and was used as a single family residential home. In order to convert this to a public use, significant renovations are necessary. The CDBG program allows for funds to be used for building and site renovations under particular criteria. In Milton’s case, the funds can be used to help convert this property into a Senior Center. Concurrent Review: Chris Lagerbloom, City Manager Attachments: Project Description Narrative Conceptual Design and Opinion of Probable Cost Renovation for Hopewell House 2012/2013/2014 Fulton County CDBG Public Improvements and Facilities Application 1 Fulton County FY 2012/2013/2014 CDBG Application PUBLIC IMPROVEMENTS AND FACILITIES APPLICATION (FOR ACQUISITION, CONSTRUCTION, FACILITY IMPROVEMENTS, HISTORIC PRESERVATION) This page must be used as the cover page for your application. You may retype the page. Applications must be submitted in the outline form presented in order to be considered for funding. Applicant Information Organization’s Legal Name: _____City of Milton____________________________ Street Address/City/State/Zip:_13000 Deerfield Parkway, Suite 107-F Milton, GA 30004_ Executive Director: __Kathleen Field, Community Development Director _______ Designated Contact Person/Title: __Kathleen Field/ Community Development Director__ Telephone: __678-242-2500___________________________________ Fax: ___678-242-2550_________________________________________________________ E-Mail:_kathleen.field@cityofmiltonga.us____________________________________ Project Information Amount of CDBG Funding Requested: FY 2012 $ _56,690__ Applicant must obtain gap financing of 50% or FY 2013 $ _56,690__ more per each project/activity year. FY 2014 $ _56,690__ Proposed Project Name: __City of Milton Hopewell House Senior Community Center___ Proposed Project Street Address, City, Zip Code: _15690 Hopewell Road, Milton, GA 30004_ 2012/2013/2014 Fulton County CDBG Public Improvements and Facilities Application 2 Fulton County FY 2012/2013/2014 CDBG Public Improvements and Facilities Section I: Project Description Please provide a narrative description of no more than two (2) pages (12 inch font size on 8½” x 11” paper) for the proposed project. Your narrative must include but is not limited to the following information: 1. What is the goal of this project? The goal of this project is to rehabilitate a former two acre residential home/estate for use as a Senior Center. This Senior Center will provide a social and educational environment for seniors to gather, a place to access hot meals, participate in gardening (therapeutic horticulture), games and entertainment; all geared towards promoting the emotional, social and physical wellbeing of the full spectrum of seniors with various abilities in our community. This center will become a place where seniors of North Fulton will find enjoyment and solace. This project seeks to provide a much needed service to a segment of the Milton community that is currently underserved. They are our most respected group of citizens but often overlooked by a busy society. 2. What target population will be served by this project (specify youth, seniors, special needs, etc.)? The senior community of age 62 and older in North Fulton County is the target population for this project. 3. What objective documentation or research justifies the need for this project in Fulton County? The 2010 census revealed that 10% of Milton’s total population are senior citizens. This shows that proportionally there is a need for a Senior Center to service this area. Spatially there is also a need because Milton is comprised of 25,000 acres, and the closest Senior Center to Milton is the Crabapple Senior Center which is located in Alpharetta, and serves primarily the seniors within the City of Alpharetta. The site that we are proposing is centrally located in Milton and relatively easily accessible to the over 3,341 senior residents that live in Milton. 4. How does your project fit into a continuum of care for your target population? We are incorporating a diverse range of services to care for our senior population. After exploring the various needs of our senior population, we plan to partner with a senior services provider to include their myriad of services in addition to what we will be providing at the site. Building Facility and location: The City of Milton will provide a renovated building and gardens that could accommodate entertainment and education programs, meeting space, congregate dining, special events, etcetera. The gardens will provide raised bed community gardens, bird 2012/2013/2014 Fulton County CDBG Public Improvements and Facilities Application 3 and butterfly gardens, and water features that will play a role in horticultural therapy for our seniors. A Senior Services provider will help by providing programs and services that enrich the independence and quality of life for seniors by helping them live independently for as long as they can. Some of the benefits include health and wellness program, educational seminars, social activities, outings to area cultural events, shopping trips, hot lunches and daily transportation to and from the center. This gives our seniors the opportunity to establish new friendships and participate in diverse programs and activities. This service is also beneficial to the wider community in that it providing relief and assistance for adult children who may care for their aging parents while they also have young children of their own. Lawrenceville, GA 30046-2210 Proclslan Planning, Inc I plonn&3. engin* Imbtf ft VAr" om www.ppi.us A II:v7ftrri Eusrris35 Enryr�nsy ,1�l.S.F.I I T. 770.338.8000 www.PPI.us CONCEPTUAL. DESIGN AND OPINION OF PROBABLE COST Pmcfs%n Planning, Inc. plannem engkmers, architects d surveyors A Il men Business Enterprise (VVB.E) Presented to the City of Milton August 13, 2012 0 Precision Planning, Inc. planners, engineers, architects 8 surveyors A Woman Business Enterprise (WYE) August 13, 2012 Mr. Carter Lucas, Public Works Director City of Milton 13000 Deerfield Parkway Suite 107G Milton, GA 30004 Re: Conceptual Design for Renovation of the Hopewell House Dear Mr. Lucas: Contained herein, please find the Conceptual Design Report along with a Pricing Narrative for the Renovation of the Hopewell House, prepared by Precision Planning, Inc. Included in this report is a Space Utilization Diagram illustrating a potential layout of code required spaces for the existing facility, Conceptual Design of proposed renovated spaces, along with a Pricing Narrative and Opinion of Probable Cost for the conversion of this house into a Senior Center. We appreciate having the opportunity to work with you on this important project, and we welcome any input you may have. We look forward to proceeding into detailed architectural design, during which our team will provide documents that can be used for permitting, bidding and construction of the renovated Hopewell House. Sincerely, Lance Davis, AIA Assistant Vice President LD:kb G!�000IIMENT\12112.164WP6RM0VER TETTER 08-06.12000 400 Pike Boulevard • P.O. Box 2290 • Lawrenceville, GA 30046-2210 770-338.8000 telephone • 770.822.5990 fax • www.ppi.us EXECUTIVE SUMMARY Executive Summary Project Scope and Intent In June of 2012, the City of Milton, Georgia, contracted with Precision Planning, Inc. for a Conceptual Design and Pricing Narrative for the Renovation and Conversion of the Hopewell House into a Senior Center. The scope of services included the following: ■ Meeting with Client representatives to discuss goals and objectives • Walk through existing building with Client Representatives • Review of program developed by the Client • Preparation of conceptual building layout sketch and submittal for review and approval by Client • Preparation of pricing narrative to assist in defining the scope of the construction project • Development of a preliminary Opinion of Probable Cost for the renovation Included in Report Existing Floor Plan of Hopewell House Existing floor pians were prepared based on drawings provided by the Client. Space Utilization Plan and Conceptual design for Senior Center Floor Plans were prepared to indicate primary function spaces, designated spaces for new ADA restrooms, and areas affected by ADA accessibility requirements. Pricing Narrative A pricing narrative to assist in defining the scope of the construction project was prepared based on a general cursory code review and input from Client. Preliminary Opinion of Probable Cost A Preliminary Opinion of Probable Cost was prepared based on costing data/information received from Client and verification of costing data from other sources. All of the information and data documented in this report is intended to assist the City as it moves forward with the preparation of construction documents necessary for permitting, bidding and renovation of this house to convert it into a new Senior Center. Precision Planning, Inc. Conceptual Design for Renovation of the Hopewell House, City of Milton August 13, 2012 GRAPHICS r` TABLE OF CONTENTS 01 EXECUTIVE SUMMARY 02 GRAPHICS 03 PRICING NARRATIVE 04 PRELIMINARY OPINION OF PROBABLE COST r fG"{=➢1� SAA r .3-: �iL.<r�63ier, raf E•:i.e � . J -MRS F[f1 Et3��! liltRS 1 3. i J e T 7�[z fG"{=➢1� SAA r .3-: �iL.<r�63ier, raf E•:i.e � . J -MRS F[f1 Et3��! liltRS 1. I ,doe it A 0 mof 1w o AILID N MOLLVAOXH-lI 3SfIOH 1-13MHdOH M molliN 3o AID KOIIVAON9W HsnoH IIIA HJOH Nol-ll 13o AID N r-, NOI.LVAoNUW �ISMH ` lq- A�HdoH 00 H a w z 0 u w a 0 w w H V) w PRICING N Pricing Narrative The pricing narrative was prepared based on the following: ➢ The existing structure is a wood framed historic house that has several additions. There have been some modernizations to the mechanical, plumbing and electrical systems over the years. ➢ The use of the structure will be converted from a residential use to a senior center. ➢ The upper level of this wood framed historic house will not be used when the house is converted into a senior center. This is based on Client input and the fact that it would not be feasible, from a cost standpoint to upgrade access to this space, as well as upgrading structural supports in order for the framing system to support code required loads. ➢ Only primary function spaces used by the general public will be upgraded as required to be ADA accessible_ ➢ Existing kitchen space will be remodeled and upgraded into anew commercial kitchen. Anticipated Work Items Building items- ■ Under -floor ventilation in crawl space shall be upgraded as required. • Existing openings for crawl space ventilation shall be covered with screen wire to prevent rodent access. ■ Structural support for floor system shall be upgraded as required. • Floor system in primary function spaces used by the general public shall be leveled. • Existing door openings in primary function spaces shall be upgraded to 3'-0" wide by 6'-8" {minimum} tall with ADA complaint hardware as required. • Create four (4) ADA compliant restrooms (two male and two female restrooms). • Each restroom shall contain a water closet, grab bars, wall mounted lavatory, and mirror. • Additional restroom accessories, such as toilet paper dispenser, soap dispenser, towel dispenser, waste receptacle, and coat hook, shall be required. • All pipes located under wall mounted lavatories shall be protected or insulated to protect against contact. • Walls and blocking shall be upgraded or provided as required at wall mounted equipment. • Grab bars shall withstand a load of 250 lbs. applied in any direction. • Replace windows. • Add insulation, as required to comply with code requirements. • Install interior signage at primary function spaces. Mechanical - 0 Existing HVAC systems shall be inspected to ensure proper operation and adequate capacity for new use. • Existing HVAC systems (if retained for senior center) shall be upgraded as required to comply with codes. Additional systems may be required to provide enough fresh air into spaces to comply with codes (this will have to be analyzed during detailed design and permitting). Precision Planning, Inc. Conceptual Design for Renovation of the Hopewell House, City of Milton August 13, 2012 Pricing Narrative Plumbing- • Domestic water service line shall be upgraded as required to comply with codes, serve existing plumbing fixtures and new restrooms, as well as new commercial kitchen equipment. • Existing water heater shall be inspected to ensure proper operation and adequate capacity for new use and new equipment. • Existing water heater (if retained for senior center) shall be upgraded as required to comply with codes (i.e., expansion tank, T&P valve with associated piping, etc_). • All new hot water pipes associated with new plumbing equipment shall be insulated. • Existing hot water pipes associated with existing plumbing equipment shall be insulated as practical. • One (1) new ADA accessible drinking fountain shall be installed. • One (1) new mop sink shall be installed. • New point source automatic grease removal system, similar to "Thermaco Big Dipper" (pending final design by plumbing engineer and permitting approval by authorities having jurisdiction), shall be installed in new commercial kitchen. • New floor drains shall be installed as required in new commercial kitchen. Electrical- • Electrical service shall be upgraded as required to support new commercial kitchen equipment. • Existing electrical wiring and receptacles shall be inspected to ensure compliance with codes. • Electrical receptacles shall be added as required by codes. • Lighting shall be upgraded as required to comply with codes and user requirements. • Exit lights and emergency lighting shall be installed as required by codes. • Smoke detectors shall be installed as required by codes. New Commercial Kitchen- • Existing floor structure shall be upgraded as required to support the weight of new equipment and new floor finish system. • Install new floor finish system that complies with code requirements. • Existing walls and ceiling in kitchen area shall be upgraded as required structurally to support new covering. • Install new wall finish system that complies with code requirements. • Install new ceiling finish system that complies with code requirements, light-colored, smooth, nonabsorbent, and easily -cleanable. • Install new commercial exhaust hood system with built-in fire suppression over new range (Denlar Fire Protection 1000 Series or equal). Hood shall be vented to exterior of building. Upgrade structure as required for equipment support and venting to exterior. • Install stainless steel wall panel between top of range and bottom of hood. • Install the following commercial grade appliances: o Hand sink o Three -compartment sink o Refrigerator o Freezer o Dishwasher ❑ Range o Ice maker o Food prep sink Precision Planning, Inc. Conceptual Design for Renovation of the Hopewell House, City of Milton August 13, 2012 Pricing Narrative Site Items - (These items are based on discussions and input from Client.) • Demolish existing sheds. + install deceleration lane and entry drive. 0 Install new parking lot and drives [ten (10) parking spaces and two (2) ADA parking spaces]. + Install new dumpster pad and enclosure. *This item to be confirmed during permitting. All paving shall be heavy duty to support dumpster truck and/or vans. • Provide earthwork as required for new parking and drives (significant fill dirt may be required in area of new ADA parking spaces). Install new ADA compliant access consisting of stairs, ramp, and railing at two (2) entrances into building. • Install new water service from road to building. • Install new site lighting. • Install new sidewalks. • Install new signage. • Install new stormwater management. + Install new septic system. *Exact system configuration shall be determined based on confirmation of existing system in place, soils testing and permitting requirements. Contingency Fund - Due to the age of this building and extent of renovation work, we highly recommend a contingency fund to cover unforeseen conditions that will be uncovered during construction. Precision Planning, Inc. Conceptual Design for Renovation of the Hopewell House, City of Milton August 13, 2012 PRELIMINARY OPINION OF PROBABLE COST TABLE OF CONTENTS 01 EXECUTIVE SUMMARY 02 GRAPHICS 03 PRICING NARRATIVE 04 PRELIMINARY OPINION OF PROBABLE COST rD 0 Building Items Crawl space upgrades $2,500 Structural support for floor system $35,000 Upgrade door openings 12 @ $1000 each $12,000 ADA restrooms @ $7,000 each $28,000 Replace windows 31 @ $400 each $12,400 Add insulation $20,000 Plug chimneys $2,500 Interior signage $1,000 Furniture allowance $15,000 Fire protection allowance $5,000 MECHANICAL $15,000 PLUMBING $15,000 ELECTRICAL $15,000 COMMERCIAL KITCHEN $75,000 Site Items Demolish existing sheds and haul off $2,500 Right of way improvements $41,600 Water connection $20,D00 Septic System Upgrades $10,000 Parking lot and drives $45,000 Dumpster pad/enclosure $10,000 Site grading/fill $20,000 Sidewalks $5,000 Site lighting $25,000 Signage $7,500 Stormwater $25,000 ADA stair/ramp 2 @ $10,000 each $20,000 CONTINGENCY FIEND 1 $50,000 TOTAL CONSTRUCTION COST 1 $535,Q00 Preliminary Opinion of Probable Cost SOFT COSTS Design/Engineering Fees Civil $18,000 Architectural $26,000 Structural $12,000 Mechanical $6,000 Plumbing $5,000 Electrical $6,000 Contractor Fees $80,000 Testing Services $10,000 TOTAL $164,000 TOTAL PROJECT COST $699,000 Precision Planning, Inc. Conceptual Design for Renovation of the Hopewell House, City of Milton August 13, 2012 City of Milton 13000 Deerfield Parkway, Suite 100 Milton, Georgia 30004 1 To: Honorable Mayor and City Council Members From: Stacey R. Inglis, Finance Manager Date: August 27, 2012 Council Meeting Agenda Item: Approval of an Ordinance to Set the Millage Rate for the Fiscal Year 2012 CMO (City Manager’s Office) Recommendation: Approval of an ordinance to set the millage rate for fiscal year 2012 at 4.731 mills. Background: On September 19, 2011, the City Council adopted the fiscal year 2012 budget. The property tax revenue estimated in this budget was based on a millage rate of 4.731. The estimated property tax collection for fiscal year 2012 included in the approved budget is $7,509,227. Discussion: The fiscal year 2012 millage rate must be approved via ordinance before tax collection can begin. The City received the certified consolidation digest from Fulton County on August 6, 2012. In order to meet the advertising requirements and have the millage rate approved prior to September 6, when tax bills are scheduled to be mailed, the public meetings have been scheduled as follows: August 27, 2012 at 9:00 a.m. at a special-called meeting August 27, 2012 at 5:00 p.m. at a special-called meeting September 5, 2012 at 6:00 p.m. at the regularly scheduled meeting During each meeting, the ordinance will be read and a public hearing will be held. After the third and final public hearing, the ordinance will be presented for approval. Alternatives: None identified. Concurrent Review: Chris Lagerbloom, City Manager Page 1 of 2 STATE OF GEORGIA COUNTY OF FULTON ORDINANCE NO. AN ORDINANCE OF THE MAYOR AND COUNCIL OF THE CITY OF MILTON, GEORGIA, TO FIX THE AD VALOREM TAX RATE OF THE CITY OF MILTON FOR FISCAL YEAR 2012; AND FOR OTHER PURPOSES. WHEREAS, the Charter of the City of Milton, Georgia authorizes the City to levy and provide for the assessment of ad valorem property taxes on all property subject to taxation; and WHEREAS, the Charter of the City of Milton, Georgia provides that the valuation of all property subject to taxation by the City shall be determined according to the tax digest prepared by the Fulton County Board of Tax Assessors; and WHEREAS, the City of Milton, Georgia calculated a rollback millage rate as defined within State of Georgia law, demonstrating the proposed millage rate is less than the rollback millage rate; and WHEREAS, the City Council has properly given notice, and held three public hearings, in accordance with the law of the State of Georgia, on August 27, 2012 at 9:00 a.m., August 27, 2012 at 5:00 p.m. and September 5, 2012 at 6:00 p.m., for the purpose of receiving relevant evidence, testimony and public comment concerning the proposed millage rate for ad valorem property taxes; and WHEREAS, the Mayor and City Council, after hearing and after duly considering all such relevant evidence, testimony and public comments, has determined that it is in the best interests of, and necessary to meet the expenses and obligations of, the City of Milton, Georgia to set a levy in the amount of $4.731 on each $1,000.00 of taxable value for all property subject to ad valorem taxation by the City; now BE IT ORDAINED by the Mayor and City Council of the City of Milton, Georgia as follows: SECTION I: The ad valorem tax rate for the City of Milton, Georgia for the 2012 fiscal year, on property subject to ad valorem taxation by the City is hereby fixed at $4.731 on forty percent (40%) of each $1,000.00 of property subject to ad valorem tax by the City. SECTION II: Said rate of $4.731 on forty percent (40%) of each $1,000.00 of taxable property is hereby levied for General Government purposes. SECTION IV: All ordinances and parts of ordinances in conflict herewith are hereby repealed. Page 2 of 2 ORDAINED this the ____day of ________, 2012. ______________________________ Joe Lockwood, Mayor ___________________________ Sudie AM Gordon, City Clerk (Seal) Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 1 of 30 R/A RZ10-05, ZM10-0 RZ99-11 PETITION NUMBERS RZ12-06/VC12-03 Circle Deerfield ADDRESS Deerfield Parkway West Side for approximately 1,599 feet DISTRICT, LAND LOT 2/2, 1113, 1114, 1047 OVERLAY DISTRICT Deerfield EXISTING ZONING C-1 (Community Business) RZ10-05, U00-25 O-I (Office & Institutional) ZM10-01, RZ99-11, U99-08 PROPOSED ZONING A (Medium Density Apartments) ACRES 21.368 EXISTING USE Undeveloped PROPOSED USE 256 unit multi-family development OWNER/PETITIONER Crescent Resources, LLC – Benjamin Collins ADDRESS 227 West Trade Street Charlotte, NC 28202 REPRESENTATIVE Nathan V. Hendricks III ADDRESS 6085 Lake Forrest Drive, Suite 200 Atlanta, GA 30328 COMMUNITY DEVELOPMENT DEPARTMENT RECOMMENDATION RZ12-06 – APPROVAL CONDITIONAL VC12-03 – TO WITHDRAW To rezone from C-1 (Community Business) and O-I (Office-Institutional) to A (Medium Density Apartments) to develop a total of 256 residential units at an overall density of 12 units per acre. The applicant is also requesting the following concurrent variance: To encroach into the 25 foot non- impervious setback by no more than 5, 000 square feet (Section 20-426(2)). Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 2 of 30 R/A RZ10-05, ZM10-0 RZ99-11 PLANNING COMMISSION RECOMMENDATION – MAY 22, 2012 RZ12-06 – APPROVAL CONDITIONAL – 7-0 VC12-03 – TO WITHDRAW – 7-0 The Planning Commission recommended the following conditions be included in the Recommended Conditions: 1) Buildings shall be substantially the same as the designs presented by the applicant at the May 22, 2012 Planning Commission Meeting. 2) Tree save areas should be considered as often as possible in regards to specimen trees. 3) Multi-purpose paths within the development shall meet the City’s trail standards as to width. MAYOR AND CITY COUNCIL RECOMMENDATION – JUNE 18, 2012 RZ12-06 – DEFER TO THE AUGUST 20, 2012 MEETING – 7-0 VC12-03 – DEFER TO THE AUGUST 20, 2012 MEETING – 7-0 The Mayor and City Council asked Staff to provide further information for the following items: 1) Occupancy rates for the existing multi-family developments within the City 2) Vacancy rates for office uses within the City 3) City tax revenues for multi-family developments within the City 4) Which schools are impacted by existing multi-family developments 5) What other parcels are currently zoned or land use planned for multi-family development available for development MAYOR AND CITY COUNCIL RECOMMENDATION – AUGUST 20, 2012 RZ12-06 – POSTPONE TO THE SEPTEMBER 5, 2012 MEETING – 6-0 VC12-03 – POSTPONE TO THE SEPTEMBER 5, 2012 MEETING – 6-0 Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 3 of 30 R/A RZ10-05, ZM10-0 RZ99-11 LOCATION MAP Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 4 of 30 R/A RZ10-05, ZM10-0 RZ99-11 CURRENT ZONING MAP Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 5 of 30 R/A RZ10-05, ZM10-0 RZ99-11 REVISED SITE PLAN – June 6, 2012 Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 6 of 30 R/A RZ10-05, ZM10-0 RZ99-11 REVISED SITE PLAN SUBMITTED AUGUST 9, 2012 Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 7 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Subject Site Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 8 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Looking north on Deerfield Pkwy Subject Site Looking From Deerfield Parkway Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 9 of 30 R/A RZ10-05, ZM10-0 RZ99-11 SUBJECT SITE: A 21.368 acre site currently zoned C-1 (Community Business) pursuant to RZ10- 05/U10-01 approved for a 72 bed assisted living facility and a 23,000 square foot Special School. Within the same parcel, it is also zoned O-I (Office-Institutional) pursuant to Z99-11 approved for retail, service commercial, and or office at a maximum density of 19,191 square feet per acre. The O-I portion of the site was approved for a 40,500 square foot data center pursuant to ZM10-03. The site is currently undeveloped, wooded and contains an unnamed creek which flows along the northeastern property line, eventually draining into Lake Deerfield. There are two small areas of wetlands, one on the southwest property line and the east property line which are not being disturbed and the site plan provides the appropriate state and city buffers. The property is part of the planned development of Deerfield, and is subject to covenants of the development. The property is also subject to the Deerfield Overlay District and within the recently approved Regional Activity Center, Hwy 9/GA 400 Master Plan, Livable Centers Initiative (LCI) Study. Overview of the Applicant’s Request Based on the applicant’s letter of intent received by the Community Development Department on April 9, 2012 and subsequent revisions to the site plan, the information below provides an overview of the applicant’s request for the subject site: Crescent Resources, LLC, which is the applicant and current owner of the entire parcel, has requested the site be rezoned from C-1(Community Business) and O- I (Office-Institutional) to A (Medium Density Apartments) to develop 256 multi- family units. The 256 units will comprise of one and two bedroom units.* The development will not be gated but provide inter-connectivity to adjacent properties. The Staff has encouraged the applicant to incorporate the recommended concepts from the HWY 9/GA 400 Master Plan, Regional Activity Center into the development. The current revised site plan dated August 9, 2012 incorporates some of those concepts. The site plan shows the proposed connectivity to the commercial properties to the west with a defined private road/driveway with on-street parking. In addition, the applicant has shown open space to preserve areas with significant trees in the central portion of the site. Lastly, there are meandering multi-purpose paths throughout the project and to the commercial Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 10 of 30 R/A RZ10-05, ZM10-0 RZ99-11 development to the west and to the existing pedestrian sidewalks along Deerfield Parkway. The amenity areas are scattered on the site with the primary area toward the south and east of the property which includes a clubhouse, pool, tennis courts and three small pavilions along Deerfield for a potential “farmers market”. There is an amphitheatre space and another amenity building toward the center of the property. Residential buildings are primarily along the central roads with parking located behind them that begins to form traditional town “blocks”. INFORMATION REQUESTED BY CITY COUNCIL ON JUNE 18, 2012 Occupancy Rates for apartments/City tax revenues/school enrollment Below is a breakdown of the apartment developments within the City. Data for occupancy was collected by the Community Development Staff by calling each apartment management office. Tax information was provided by the City Finance Department. School attendance zones were collected from the Fulton County Board of Education web site. Apartment Development /Year Built Number of units Percent Occupied City Taxes 2011 Schools 2012/2013 North Park Estates (1997) 13201 Deerfield Pkwy 356 93% $42,948.02 Manning Oaks, Hopewell, Alpharetta Camden Deerfield (1999) 13200 Deerfield Pkwy 292 95.5% $45,039.12 Cogburn Woods, Hopewell, Cambridge Villages of Devinshire (1997) 13100 Deerfield Pkwy (Majority are condominiums) 51 rental units 100% N/A Manning Oaks, Hopewell, Alpharetta Stoneliegh at Deerfield (2003) 1800 Deerfield Point (Off of McGinnis Ferry Rd) 370 96.8% $59,468.67 Manning Oaks, Hopewell, Alpharetta The Preserve at Deerfield (2001) 13125 Morris Road 636 96% $96,512.40 Manning Oaks, Hopewell, Alpharetta Orion at Deerfield Village (2001) 13085 Morris Road 554 95% $90,645.96 Manning Oaks, Hopewell, Alpharetta 2259 Total 96.05% Average $334,614.17 Total Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 11 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Below is a table with the student enrollment for all apartment complexes except Villages of Devinshire. Lake Deerfield is included but is a townhome development. Information was provided by the Fulton County Board of Education Planning Department. 2011-12 School Year NAME ES MS HS TOTAL LAKE DEERFIELD (Fee Simple Townhomes) 12 7 9 28 ORION AT DEERFIELD VILLAGE 50 24 33 107 PRESERVE AT DEERFIELD, THE 62 34 43 139 CAMDEN DEERFIELD 48 13 32 93 NORTHPARK ESTATES 28 14 15 57 STONELEIGH AT DEERFIELD 36 20 17 73 Future multi-family development within the City Based on the current 2030 City of Milton Future Land Use Plan Map there is only one multi-family residential area within the City. It is located east of Morris Road (behind Orion at Deerfield Village) and south of McGinnis Ferry Road that is undeveloped A (Medium Density) apartment zoning but is undevelopable based on the fact that it lies within the 100 year flood zone. Staff notes that within the Zoning Ordinance there is a Use Permit for Senior Housing (owner occupied) that permits up to 20 units per acre within a multi- family zoning district (TR, R-6, A) or15 units per acre for areas that are zoned single family residential with sewer service on the property. In addition, there is an undeveloped TR (Townhouse Residential) property on the south side of Hwy 9 just west of Milton Place (under construction) that has not been developed. It is approved for 7.87 units per acre. Office Vacancy Rates The North Fulton Chamber of Commerce provided a copy of Colliers International, Quarter 2, 2012 Atlanta Market Report for Office. Although, this report provides data for North Fulton which includes Sandy Springs, Johns Creek, Alpharetta, Roswell and Alpharetta, it is the most comprehensive data that Staff has obtained to date. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 12 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Class # of Bldgs Total SF Direct Vacancy SF Direct Vacancy Percentage Net Absorption Current SF A 101 15,577,393 2,330,053 15 (126,629) B 320 11,147,928 1,725,894 15.5 93,268 C 59 1,038,372 84,052 8.1 15,880 Total 480 27,763,693 4,139,999 14.9 17,481 Fiscal Impact Model Below is the result of the Fiscal Impact Model specifically for the proposed project. The assumptions included that the first year of permit revenue was approximately $120,000 which included both building permit and land disturbance permit fees for the entire project. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 13 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 14 of 30 R/A RZ10-05, ZM10-0 RZ99-11 SITE PLAN ANALYSIS Based on the applicant’s revised site plan submitted to the Community Development Department on August 9, 2012, Staff offers the following considerations: A (Medium Density Apartment) Development Standards (Section 64-693) Building Setbacks The site plan indicates compliance with the following zoning district minimum building setbacks: Front (adjacent to Deerfield Parkway) 40 feet Sides and Rear 25 feet Building Height The A (Medium Density Apartment) district restricts the building height to 45 feet or three stories, whichever is higher. The applicant has not stated the number of stories proposed for the development but has indicated that the height will be 50 feet. The Deerfield Overlay District refers back to the Hwy 9 Overlay District for height. Section 64-1095 (m) states that Deerfield Parkway does not require a height limitation of 2 stories or 30 feet to the roof eave. Therefore, Staff will condition the site to the district standard of 45 feet. The proposed building height/stories will be reflected in the Recommended Conditions. Minimum heated floor area for multi-family dwellings The applicant’s letter of intent does not specify size of each type of unit. The A (Medium Density Apartment) district requires a minimum heated floor area of 700 square feet. Maximum lot coverage The area of the footprint of all buildings and parking is approximately 24 percent* and does not exceed 40 percent of the total land area. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 15 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Other Regulations Parking Requirements The following chart illustrates the parking required by Section 64-1410 of the City of Milton Zoning Ordinance for the proposed uses: Bedroom Size/ Use Ratio Number Spaces Required 5% Reduction Near bus stop (Sec 64-1412) 10% Reduction (Administrative) 1 bedroom (128 units) 1.4/unit 180 171 154 2 bedroom (128 units) 2.0/unit 256 243 219 Amenity/Pool 6 per pool plus 1 per 15 dwelling units beyond 60 served 20 19 17 456 433 390 Total Required (406 Provided)* The applicant has indicated a total of 406 spaces on the site plan of which a total of 10 are handicap accessible which meets the minimum requirement of 2% of the total spaces reserved for handicapped spaces. As shown on the chart above, the applicant has included the five percent reduction based on the location of a bus stop within 1,500 feet of the site (located on Deerfield Parkway) as well as requesting a ten percent administrative reduction of the parking requirement. After reductions, a total of 390 parking spaces would be required. The site plan indicates a total of 406 spaces provided. The Deerfield Overlay District requires the following parking design: Minimum Space between buildings and parking – 20 feet – Consistent Minimum Space between peripheral parking and right-of-way or adjacent property – 30 feet – Consistent Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 16 of 30 R/A RZ10-05, ZM10-0 RZ99-11 At least one, nine foot wide minimum landscape island shall be provided for every 15 parking spaces – Consistent Divided parking areas into sections with capacities of not more than 200 cars each separated by landscape buffer areas at least 20 feet wide. - Consistent Landscape Strips Section 64-1090 of the State Route 9 Overlay District requires a twenty (20) foot- wide landscape strip along Deerfield Parkway. The Deerfield Overlay District requires that frontages along Deerfield Parkway be planted with Willow Oak, planted just behind the right-of-way spaced 50 foot on center. The site plan indicates compliance with this requirement. Section 64-1090 (b) requires a minimum 10-foot wide landscape strip along any interior property line adjacent to a non-residential zoning or use. The site plan indicates compliance with this requirement. Pedestrian Circulation The site plan indicates a comprehensive internal pedestrian network throughout the development. Staff recommends that the paths be constructed of pervious materials within the development. In addition, there are paths that provide connections with the pedestrian sidewalk on Deerfield Parkway where there are two MARTA bus stops available to residents and visitors. Staff will require that the applicant provide bus stop shelters without any signage to be installed at the designated MARTA bus stops along Deerfield Parkway. The pedestrian network and bus stop shelters will assist in meeting the vision of improved pedestrian inter- connectivity stated in the recently approved HWY 9/GA 400 Master Plan. These additional requirements will be reflected in the Recommended Conditions . Vehicular Circulation The proposed development shows two entrances where the existing full accesses are located on Deerfield Parkway; one on the southern end of the property and one in the central area of the property. The southern entrance meanders through the property and provides an inter-parcel connection with the northwestern property line adjacent to the Fry’s Electronics parking lot. This type of connection is recommended and illustrated in the Hwy 9/GA 400 Master Plan. The intent is to decrease the size of the “super block” to encourage vehicular inter-connectivity and enhance utilization of excess parking lots. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 17 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Staff recommends furthering the goal of inter-connectivity and discouraging dead end streets. Therefore, a right-in, right-out curb cut shall be added to the northern portion of the site. In addition, inter-parcel access shall be required along the southern property line to the undeveloped O-I (Office-Institutional) property (RZ07-19). Pursuant to RZ07-19, inter-parcel access is required to the subject site. In addition, the latest request for the Zoning Modification pursuant to ZM10-03, Staff also included a condition requiring inter-parcel access for the proposed data center to the adjoining property to the south (RZ07-19). These access requirements will be reflected in the Recommended Conditions. Staff notes that after the Planning Commission Meeting, the applicant submitted a revised site plan submitted to the Community Development Department on June 6, 2012 and August 9, 2012 that reflects the Recommended Conditions with the exception of the right in, right out curb cut on the northern end of the site. The applicant has explored this scenario and has concluded that it would eliminate significant tree coverage near the northern portion of the site. VC12-03 – To encroach into the 25 foot non-impervious setback by no more than 5, 000 square feet (Section 20-426(2)) Along the northern portion of the property is a perennial stream which requires 50 foot undisturbed stream buffer and a 25 foot non-impervious setback. Since the submittal of the concurrent variance, Staff has determined that based on the proposed encroachment of a retention facility whether earthen or walled structure, this is permitted within the 25 foot non-impervious setback. Therefore, a concurrent variance is not needed and Staff recommends WITHDRAWAL of VC12-03. City Arborist Comments: The site appears to have been selectively harvested within the past 15 years or so. There are some nice mature hardwoods on the site but few of specimen size. There is a nice diversity of trees on site and with strong natural re-vegetation occurring on site with a mix of oaks, maples, sweet gums, tulip poplars, hickories, sourwoods and dogwoods. Plan shows preserving some of the ma ture trees in the interior of the project, however to do so may require protecting a larger area than just the drip line. Grade changes, cut and fills, should be kept to a minimum. Per this plan, three specimen trees will require recompense. The applicant should work with the existing conditions of the site as much as possible rather than modifying the site for mere simplicity. Existing topography and vegetation should be given strong consideration. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 18 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Per the revised site plan, approximately eleven specimen trees are proposed to be removed equating to 143.7 tree density units to be recompensed. Recompense required will be 205 – four inch caliper hardwood/canopy trees. Specimen trees removed or preserved may vary. Final count will be done during the Land Disturbance Permit process. A springhead is located near the southwestern property line. The 75 foot stream buffer will not be impacted as well as another stream buffer located at the northeastern property line. Public Works Department – Transportation The results of the traffic study indicate that in existing conditions, the intersection of Morris Rd at Deerfield Pkwy does not operate at an acceptable level of service in the peak hour. With the projected growth due to the extension of Westside Pkwy, this intersection continues to operate at unacceptable peak hour level of service in the future analysis year without volumes from the proposed development. A project currently under design by City of Milton for this intersection will improve the overall operations in the base and design years. This project was identified in the Milton Comprehensive Transportation Plan and the schedule progressed with the opening of the extension of Westside Pkwy. This project would be needed regardless of this proposed devel opment. The City of Alpharetta also identified a project for the intersection of Windward Pkwy at Deerfield Pkwy as part of the Westside Pkwy extension volumes. This will also improve the overall peak hour level of service in the base future analysis year. The recommendations and conclusions from the study are attached and summarize the improvements needed as part of the development as well as improvements needed in existing conditions and other planned improvements. Environmental Site Analysis The Environmental Site Analysis (ESA) report is sufficient and satisfies the requirement of Section 64.2126. A field survey of the site was conducted by Staff to verify areas addressed in the ESA report. The site does not contain floodplains, steep slopes, historical sites or sensitive plant and animal species. The site does contain a perennial stream and wetlands. Fulton County Board of Education Staff has received an updated and more detailed report from the Fulton County Board of Education Planning Department below. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 19 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 20 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Public Involvement Community Zoning Information Meeting On April 25, 2012 the applicant was present at the Community Zoning Information Meeting held at the Milton City Hall. There was one person who indicated interest in the site. Staff has not received any e-mails or phone calls regarding this request. City of Milton Design Review Board Meeting Courtesy Review – April 9, 2012 The following comments were made by the DRB for the rezoning/use permit: Looks beautiful. Gorgeous. Surprised it’s not gated. Applauds embracing the retention pond, and expanding on them. Staff notes that prior to issuance of a Land Disturbance Permit and any Building Permits, the City of Milton Design Review Board will be required to review their respective plans. Public Participation Plan and Report The applicant has met the requirements of the Public Participation Plan. The applicant submitted the first Plan Report on May 11, 2012 and an update will be required 7 days prior to the Mayor and City Council meeting. The Public Participation Meeting was held on May 2, 2012 at 6:00 p.m. There were nine members of the community in attendance. Attached at the end of the report are the comments and responses from the applicant. Standards of Review [Section 64-2104(c)] Planning Staff shall, with respect to each zoning application, investigate and make a recommendation with respect to factors 1 through 7, below, as well as any other factors it may find relevant. 1. Whether or not the proposal will permit a use that is suitable in view of the use and development of adjacent and nearby Property? The applicant is requesting a 256 unit multi-family development at a density of 12 units per acre. As indicated below, the adjacent and nearby zonings are not consistent with the proposed development. Staff notes Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 21 of 30 R/A RZ10-05, ZM10-0 RZ99-11 that there are townhomes to the northeast but at a lower density of 7.39 units per acre. The nearest multi-family development is on the north side of Webb Road and west of Deerfield Parkway. Although, the proposed development is not consistent with similar type uses in the area, it is consistent with the newly adopted Hwy 9/GA 400 Master Plan for the Regional Activity Center where this site is located. The Master Plan recommends that the Regional Activity Center provide mixed use developments of which higher density residential is one component. There is retail commercial adjacent to the northwest and west; office to the north, south and east and residential to the southeast. Existing uses and zoning of nearby property (See Map and following table) Location Parcel / Zoning Petition Zoning / Development Name Approved Density (sq ft per acre)/ Max Square Feet of Bldg/Height North 1 Z74-48 U98-39 (to exceed height) C-1 (Community Business) Portion of Deerfield Professional Offices and Bright Horizons Day Care None Stated U98-39 for 4 stories Northeast 2 Z74-47 U96-72 (to exceed height) O-I (Office-Institutional) Portion of Deerfield Professional Offices None Stated U96-72 for 6 stories East 3 Z03-08 TR (Townhouse Residential) Lake Deerfield 116 units / 7.39 units per acre Southeast 4 Z97-098 O-I (Office-Institutional) Verizon Wireless office buildings 11,500/437,000 South 5 Z97-123/96U-68 (to exceed height) O-I (Office-Institutional) Developed with offices and hotel 13,000/282,000 6 stories South 6 RZ07-19/U07-10 O-I (Office-Institutional) Undeveloped 7,565/23,000 70 feet with 3 stories above grade and one story below grade West 7 Z73-001 C-1 (Community Business) Wal-Mart / Fry’s Electronics None Stated Further West 8 RZ06-49 C-2 (Commercial) Cactus Car Wash 5,406/6,000 Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 22 of 30 R/A RZ10-05, ZM10-0 RZ99-11 EXISTING USES MAP Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 23 of 30 R/A RZ10-05, ZM10-0 RZ99-11 2. Whether or not the proposal will adversely affect the existing use or usability of adjacent or nearby property? The proposed development may not adversely affect the existing uses nearby or adjacent uses if developed with the recommended conditions. 3. Whether the property to be affected by the proposal has a reasonable economic use as currently zoned? The property does have a reasonable economic use as currently zoned as it is zoned C-1 (Community Business), O-I (Office-Institutional) as well as a 72 bed assisted living facility and special school . 4. Whether the proposal will result in a use which will or could cause an excessive or burdensome use of existing streets, transportation facilities, utilities or schools? It is Staff’s opinion that the proposed use may cause an increased burden on the streets and transportation facilities, utilities, and schools. The increase should be mitigated with the Recommended Conditions that provides for inter-connectivity between uses. 5. Whether the proposal is in conformity with the policies and intent of the land use plan? At the time of the submittal of the proposed A (Medium Density Apartment) zoning district, it was inconsistent with the 2030 Comprehensive Plan Map recommendation of Retail and Service. Since the submittal, the Mayor and City Council approved the SR 9/GA 400 Master Plan which recommends that subject site and surrounding area as a Regional Activity Center. This area is bounded by GA 400 to the east, Webb Road to the north, and the property the properties adjacent to Deerfield Parkway and Windward Parkway to the west and south. HWY 9 / GA 400 Master Plan: Regional Activity Center Proposed use/density: Multi-family residential/ 12 units per acre Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 24 of 30 R/A RZ10-05, ZM10-0 RZ99-11 The Milton City Council approved the SR 9/GA 400 Master Plan on April 23, 2012. The proposed development is consistent if approved with the Recommended Conditions at the end of the Staff report. The proposed development is consistent with the following Plan Policies for the Regional Activity Center and Recommended Parcel Development: Be medium scale (multi-story development/redevelopment) Offer a mix of uses including regional office, retail within a multi-use environment, and residential (likely attached or stacked products) Encourage a more compact and connected development pattern Connect adjacent residential, particularly new residential development, to commercial areas where appropriate Require significant landscaping and green space as a component of development/redevelopment Regional Activity Center Suggested Parcel Development 6. Whether there are other existing or changed conditions affecting the use and development of the property which gives supporting grounds for either approval or disapproval of the proposal? Based on the recent approval of the Hwy 9/GA 400 Master Plan, specifically the Regional Activity Center of which this site is located; the proposed multi-family development is consistent with the Plan’s Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 25 of 30 R/A RZ10-05, ZM10-0 RZ99-11 recommendations for the area to be developed as Mixed Use and to provide increased inter-connectivity for the Regional Activity Center. 7. Whether the zoning proposal will permit a use which can be considered environmentally adverse to the natural resources, environment and citizens of the City of Milton? Staff notes that the proposed rezoning will not have a negative effect on the environment and natural resources based on the fact that the site plan indicates compliance with the required stream buffer and non- impervious setback (Staff has determined that the concurrent variance VC12-03 is no longer needed). The site plan indicates that some of the specimen trees will be preserved as well as open space will be provided along the eastern property line and the area in the central area of the site. CONCLUSION The proposed 256 multi-family development is consistent with the policies and intent of the City of Milton Hwy 9/GA 400 Master Plan if approved with Staff’s Recommended Conditions. Therefore, Staff recommends that this request to rezone to A (Medium Density Apartments), RZ12-06 be APPROVED CONDITIONAL. Further, Staff recommends WITHDRAWAL of VC12-03. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 26 of 30 R/A RZ10-05, ZM10-0 RZ99-11 RECOMMENDED CONDITIONS If this petition is approved by the Mayor and City Council, it should be approved A (Medium Density Apartments) CONDITIONAL subject to the owner’s agreement to the following enumerated conditions. Where these conditions conflict with the stipulations and offerings contained in the Letter of Intent, these conditions shall supersede unless specifically stipulated by the Mayor and City Council. 1) To the owner’s agreement to restrict the use of the subject property as follows: a) No more than 256 total dwelling units at a maximum density of 12 units per acre based on the total acreage zoned, whichever is less. b) Unit size shall be one and two bedroom. c) Height shall not exceed 45 feet as measured from average grade. 2) To the owner’s agreement to abide by the following: a) To the revised site plan received by the Community Development Department on August 9, 2012*. Said site plan is conceptual only and must meet or exceed the requirements of the Zoning Ordinance, all other applicable City ordinances and these conditions prior to the approval of a Land Disturbance Permit. In the event the Recommended Conditions of Zoning cause the approved site plan to be substantially different, the applicant shall be required to complete the concept review procedure prior to application for a Land Disturbance Permit. Unless otherwise noted herein, compliance with all conditions shall be in place prior to the issuance of the first Certificate of Occupancy. 3) To the owner’s agreement to the following site development considerations: a) To provide two bus shelters at MARTA bus stops without signage as approved by the City of Milton Design Review Board. b) Internal multi-use trails shall be a minimum of 10 feet wide or as approved by the Public Works Department. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 27 of 30 R/A RZ10-05, ZM10-0 RZ99-11 i. Internal multi-use trails shall be constructed of pervious materials as approved by the Community Development Department. c) Buildings shall be substantially the same as the designs presented by the applicant at the May 22, 2012 Planning Commission Meeting. d) Tree save areas should be considered as often as possible in regards to specimen trees. 4) To the owner’s agreement to abide by the following requirements, dedication and improvements: a) Dedicate at no cost to the City of Milton prior to the approval of a Certificate of Occupancy, sufficient land as necessary to provide the following: i. Provide at least 12 feet of right-of-way from the back of curb of all abutting road improvements or 1 foot from the back of sidewalk, whichever is greater, along the entire property frontage, as well as allow the necessary construction easements while right-of-way is being improved. ii. Installation/modification of the following transportation infrastructure to be installed in accordance with Chapter 48 Streets, Sidewalks and Other Public Places of the City of Milton Code of Ordinances: 1. SB Right Turn Lanes on Deerfield Pkwy at all site driveways a. Any existing sidewalk or utilities in conflict with new turn lane location shall be relocated. b) Any new required entrances shall meet the City of Milton Code of Ordinances and AASHTO guidelines as approved by Milton Public Works and shall conform to the following: i. The Deerfield Pkwy driveways shall provide a minimum of 100 feet or the 95% queue length, whichever is greater, of uninterrupted access. This distance shall be measured from the edge of the thru lane on Deerfield Pkwy to the edge of any interior drive aisle or parking space. ii. Provide two full access drives and one right-in, right-out access on Deerfield Parkway. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 28 of 30 R/A RZ10-05, ZM10-0 RZ99-11 c) At the time of development of the property to the south (N/F Devender & Muralidhar Reddy), a 50-foot access easement is required along the southern driveway from Deerfield Pkwy right of way to the location on the south property line where inter-parcel access will be provided to the property to the south. i. Location of access to shared drive shall be at a minimum distance of the 95th percentile queue for the combined condition with future development or one hundred feet, whichever is greater. d) Provide a 50-foot access easement free of any structures or utilities for vehicular and pedestrian inter-parcel access on the northwest property line (N/F First Town, L.P.) as coordinated with property owner to the north and as approved by Milton Public Works. 5) To the owner’s agreement to abide by the following: a) The stormwater management facilities shall comply with the City of Milton stormwater requirements and shall utilize earthen embankments, where possible. Walled structures are not encouraged. If walled structures are proposed, they must meet the acceptable design standards of the Department of Community Development. i. Where side slopes for stormwater management facility are steeper than 4:1 the facility shall have a six foot high, five-board equestrian style fence with two inch by four inch welded wire constructed around it, or as may be approved by the Director of Community Development. Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 29 of 30 R/A RZ10-05, ZM10-0 RZ99-11 Prepared by the Community Development Department for the Mayor and City Council Meeting on September 5, 2012 *Based on the Revised Site Plan Received by the Community Development Department on August 9, 2012 8/27/2012 RZ12-06/VC12-03 Page 30 of 30 R/A RZ10-05, ZM10-0 RZ99-11 TOTAL FUTURE 2018 TRAFFIC OPERATIONS The traffic volumes generated by the proposed development were added to the future base year 2018 traffic volumes) in order to determine the traffic volumes that will be on the roadway network in the year 2018. The future 2018 peak hour volumes are shown in Figure 13. These volumes were used to analyze future traffic operations at the study intersections including site driveway intersections. Table 13 shows the results of the future traffic operations analysis for 2017 with existing lane geometry. TABLE 12 FUTURE 2018 INTERSECTION OPERATIONS WITH EXISTING LANE GEOMETRY Intersection Traffic Control AM Peak Hour PM Peak Hour LOS (Delay) v/c ratio* LOS (Delay) v/c ratio* Deerfield Pkwy / Windward Pkwy Signalized C (31.5) 0.83 E (61.6) 1.05 Deerfield Pkwy / Morris Rd Ext - Eastbound Approach Stop Controlled on C (19.3) - E (36.7) - - Westbound Approach Morris Rd Ext F (664.8) - F (6885.3) - -Northbound Left A (10.0) - A (9.1) - -Southbound Left A (9.3) - B (11.4) - Deerfield Pkwy / Two Verizon PI / Southern Site Driveway - Eastbound Approach (Site Drwy) Stop Controlled on B (14.5) - C (18.4) - - Westbound Approach Two Verizon PI C (19.7) - F (244.2) - - Northbound Left A (9.3) - A (9.6) - - Southbound Left A (8.9) - B (10.2) - Deerfield Pkwy / Three Verizon PI / Northern Site Drwy Stop Controlled on - Eastbound Approach (Site Drwy) Three Verizon C (15.6) - C (22.6) - - Westbound Approach Drwy C (19.5) - F (50.7) - Northbound Left A (9.1) - A (9.1) - Southbound Left A (8.3) - B (10.4) Deerfield Pkwy / Webb Rd Signalized C (21.2) 0.53 B (17.6) 0.54 * v/c ratio is not calculated for unsignalized intersections As shown in Table 12, the intersection of Deerfield Parkway / Morris Road will operate at LOS F for the westbound approach. In addition, the intersection of Deerfield Parkway / Windward Parkway will operate at LOS E in the PM peak hour as is in base 2018 condition. Two Verizon Place and Three Verizon Place will also operate at LOS F for the westbound approaches. Following improvements are recommended for future 2018 condition. Deerfield Parkway / Morris Road: - The following recommended improvement for base 2013 and base 2018 conditions is also recommended for future 2018 condition: A&R Engineering Inc. 27 Signalize the intersection: A preliminary signal warrant analysis was completed for the existing peak hour volumes. The results revealed that warrant 3 (peak hour warrant) will be satisfied based on the existing traffic volumes. Therefore, a signal installation can be considered at this location. However, a detailed signal warrant analysis should be completed prior the installation of a traffic signal. No additional improvement will be necessary in addition to the signal installation. Windward Parkway /Deerfield Parkway / Westside Parkway: - The following recommended improvement for base 2018 condition is also recommended for future 2018 condition: Westside Parkway Extension project (By City of Alpharetta) will include installation of an additional through lane (creating dual through lanes) and a separate right turn lane on the northbound approach (Westside Parkway). For the purposes of the analysis, these improvements are included for the future 2018 improved condition. After these improvements are implemented, the intersection will operate at LOS C in the AM and LOS D in the PM peak hour. Deerfield Parkway / Two Verizon Place / Southern Site Driveway & Deerfield Parkway / Three Verizon Place /Northern Site Driveway: - The same improvements recommended for future 2013 condition is also recommended for future 2018 condition. The westbound approaches (Two Verizon Place and Three Verizon Place) will operate at LOS F in the PM peak hour. It is not uncommon for a side street to experience delays during the peak hours. Only a signal installation can improve the LOS, however, future traffic volumes will not satisfy installation of a traffic signal. Therefore, no improvement (in addition to future 2013 condition) is recommended for future 2018 condition. Table 13 shows the results of the future 2018 analysis assuming the recommended improvements are implemented. TABLE 13 FUTURE 2018 INTERSECTION OPERATIONS -WITH IMPROVEMENTS Intersection Traffic Control AM Peak Hour PM Peak Hour LOS (Delay) v/c ratio* LOS (Delay) v/c ratio* Deerfield Parkway / Windward Signalized C (30.1) 0.80 D (44.9) 0.96 Pkwy Deerfield Parkway / Morris Rd Ext Signalized B (10.0) 0.48 B (11.5) 0.51 A&R Engineering Inc. Webb Rd SITE ..: : ldpk DeeYfie h h .:::::::::::::::::::..... M (o)lq mom ) o ee 20 (15) 8-0 (2) 28 Y/ Af (o h ! A oy (� (25)13 op Two V ezizoll a-11 w~ Ward .o J ✓ (� 9i 2�� 0) 16 t N O S64 i Webb Rd / M \ i�l :(49)( (09o2�(6) o) 5.06; h � N� i AM PM NORTH FUTURE 2018 WEEKDAY PEAK HOUR VOLUMES FIGURE 13 A&R Engineering Inc. we, LEGEND Exe Existing Stop Sign �Existing Lane Geometry Ex 9Existing Traffic Signal � Webb Rd � SITE �eerieldPk ► �e °��1 �bb� �44(l' ��o�leTizonp� W;�ard Proposed Lane Geometry 0 Proposed Stop Sign Pr Proposed Traffic Signal * Improvements per Westside Pkwy Extension Project Webb Rd NORTH FUTURE 2018 TRAFFIC CONTROL AND LANE GEOMETRY FIGURE 14 A&R Engineering Inc. 30 RIGHT TURN LANE ANALYSIS Right turn lane warrants were analyzed for the northern and southern site driveway intersections based on the criteria set forth in the City of Milton Municode Chapter 48 Article 5. Table 10 in section 48-417 includes minimum requirements for right turn lane installation. Table 10 is included in the Appendix. A right turn lane installation will be necessary for all driveways on a four -lane roadway with an AADT of 12,000 and speed limit of 35 to 40 mph. Bi-directional 24-hour traffic counts revealed an AADT of 14,255 on Deerfield Parkway. Therefore a right turn lane installation will be necessary per the City of Milton Standards for the southbound approach at the Northern and Southern Site Driveway intersections on Deerfield Parkway. A storage length of 100 feet with 50 feet of taper should be included per the City of Milton requirements for 35 mph roadway. It should be noted that Deerfield Parkway includes northbound left turn lane at the existing median break intersections which the northern and southern site driveways will be aligned. SIGHT DISTANCE Based on the GDOT sight distance requirements for a four -lane roadway with a speed limit of 35 mph, 390 feet of line of sight for looking left and 440 feet of line of sight for looking right is required. Sight distances looking left and right from the northern and southern driveways were measured in the field: Northern Site Driveway on Deerfield Parkway: The sight distance looking left (north) from the Northern Site Driveway onto Deerfield Parkway is measured 410 feet in the field. The sight distance looking right (south) onto Deerfield Parkway is measured 505 feet in the field. Line of sight looking left and right is more than the GDOT requirement for a four -lane roadway with 35 mph speed limit. Southern Site Driveway on Deerfield Parkway: The sight distance looking left (north) from the Southern Site Driveway onto Deerfield Parkway is measured 500 feet. The sight distance looking right (south) onto Deerfield Parkway provides more than 800 feet of sight distance. However, it should be noted that the existing vegetation in the median on Deerfield Parkway briefly blocks the sight distance at 420 feet. It is recommended that the vegetation be removed from the median to improve the line of sight. PARKING NEEDS The proposed development will provide 488 parking spaces in the area. City of Milton requirements identifies that 1.25 parking spaces is required per 1 -bedroom unit, 1.75 parking will require per 2 -bedroom unit and 2 parking spaces will require per 3 -bedroom units for residential multifamily high-rise. Please refer to parking plan for details. A&R Engineering Inc. 31 CONCLUSIONS AND RECOMMENDATIONS Traffic impacts were evaluated due to the proposed Circle Deerfield apartment complex that will be located along the western side of Deerfield Parkway between Morris Road and Webb Road in Milton Georgia. The development is proposed to consist of 256 apartment units. The development is proposed to have two full access driveways along Deerfield Parkway at two existing median breaks. The northern site driveway will line up with Three Verizon Place and the southern site driveway will line up with Two Verizon Place. The AM and PM peak hours have been analyzed in this study. The study includes the evaluation of existing traffic operations at the intersections of Deerfield Parkway / Windward Parkway / Westside Parkway, Deerfield Parkway / Morris Road, Deerfield Parkway / Two Verizon Place / Southern Site Driveway, Deerfield Parkway / Three Verizon Place / Northern Site Driveway and Deerfield Parkway / Webb Road along with future operations after completion of the project. The recommended improvements at the study intersections are discussed in detailed below. Windward Parkway / Deerfield Parkway / Westside Parkway No Improvements will be required for base 2013 and future 2013 conditions. The intersection will operate at LOS E in the PM peak hour for base 2018 and future 2018 conditions. Westside Parkway Extension project (By City of Alpharetta) will include installation of an additional through lane (creating dual through lanes) and a separate right turn lane on the northbound approach (Westside Parkway). For the purposes of the analysis, these improvements are included for the base and future 2018 conditions. After these improvements are implemented, the intersection will operate at LOS C in the AM and LOS D in the PM peak hour. Deerfield Parkway / Morris Road Extension The intersection currently operates at LOS F in existing condition and will continue to operate at LOS F in the future. A preliminary signal warrant analysis was completed for the existing peak hour volumes. The results revealed that warrant 3 (peak hour warrant) will be satisfied based on the existing traffic volumes. Therefore, a signal installation can be considered at this location. However, a detailed signal warrant analysis should be completed prior to the installation of a traffic signal. Deerfield Parkway / Two Verizon Place / Southern Site Driveway (Median Break) Southern Site Driveway will line up with Two Verizon Place creating an eastbound approach at the existing median break on Deerfield Parkway. Following improvements are recommended at this intersection: - Provide a southbound right turn lane on Deerfield Parkway. - Provide separate right and shared through left turn lane on the eastbound approach (Southern Site Driveway) A&R Engineering Inc. 32 - Provide stop control side street (Southern Site Driveway) with main street (Deerfield Parkway) remaining free flow. Deerfield Parkway / Three Verizon Place / Northern Site Driveway (Median Break) Northern Site Driveway will line up with Three Verizon Place creating an eastbound approach at the existing median break on Deerfield Parkway. Following improvements are recommended at this intersection: - Provide a southbound right turn lane on Deerfield Parkway. - Provide separate right and shared through left turn lane on the eastbound approach (Northern Site Driveway) - Provide stop control side street (Northern Site Driveway) with main street (Deerfield Parkway) remaining free flow. Deerfield Parkway / Webb Road The intersection will operate at LOS C or better in all conditions. Therefore, no improvements are recommended at this intersection. A&R Engineering Inc. 33 No Text No Text (n 0 TOTAL DIRECT DIRECT SUB SUB TOTAL VCY VCY NET NET NEW NEW UNDER AVG SF VCY VCY VCY VCY VCY CURR PRIOR ABSORP ABSORP SUPPLY SUPPLY CONSTR RENT u m COLLIERS INTERNATIONAL I P. 3 SF % SF % SF % %D CURR SF YTD SF CURR SF YTD SF SF RATE URBAN 758 15,008,920 Total 3,030 151,212,076 ATLANTA MARKET GRAND TOiAI A 454 .10%126,144' B 2,168 DOWNTOWN A 46 15,136,275 1. 2,400,710 15,9% 168;163 '11% 2,568,873 : 17,0% ': 19.5% 375,793 : 457,476 ': - -- A 28 ';141710,027 <: 21592;753 17.6% 303,445 21% 2,8961198 194% 19,0% (84,628) (206)088).'; -' - ' - $19.88 , B 87 9,394,495 1,1473749 12,2% 12310 0,0% 1,149,059 12,2% 12,0% (20,926) (38,477) - $14,46 C : 78 86421282 = 726,757 20.0% 4, - 726,757 20.0% f 19,9% (260) 24,331 -: ; - $16,05 Total - 193 27,806,804 414679259 16.1% 304,755 1.1% 43772,014 17,2% 16,8% (106,814) (220,234)- - - - $18.28 MIDTOWN A '+ 112 .4571713546 1 7,666,535 16.9% 637;445 IA% 81293,980' 18,470 A 38 15,265,244 '; 2,6633072 17,4°70 165,837 1'1% 24828,909 18,5% 191% 185,666 : 343,648 ': -" : - $26.95 , B 100 6,101,801 856,312 14.0% 17,661 043% 873,973 14.3% 15,5% 70,910 145,120 - - 450,000 $17,76 C : 38 684,951 - 83;186 9,4% 11(424 13% 194,610 101% ;, 9,1% (13,996) (24417)' -> [- : - $14.81 Total 176 22,251,996 39602,670 1642% 1941922 009% 31797,492 17.1% 18,20/0 242,580 464,351 - - 450,000 $24,83 BULKHEAD 758 15,008,920 Total 3,030 151,212,076 ATLANTA MARKET GRAND TOiAI A 454 .10%126,144' B 2,168 91,120,187 A 46 15,136,275 1. 2,400,710 15,9% 168;163 '11% 2,568,873 : 17,0% ': 19.5% 375,793 : 457,476 ': - -- $26.59 :. B 51 4,3757333 755,999 17,3°7° 18,253 0,4% 774,252 17,7% 17,5% (7285) (3,267) - $18,95 C 42 r 1,060,897 1. 691810 6.6% t, 1- :69810 6,60/R 6,7% 574 103355:;' $1736 :'.. Total 139 20,5621505 3,2263519 151% 186,416 0.9% 31412,935 16.6% 18,4% 369,082 464,566 - - - $24.80 URBAN TOTAL A '+ 112 .4571713546 1 7,666,535 16.9% 637;445 IA% 81293,980' 18,470 : 19.4% ': 476,831 595,038 -' - "; - $24.47 B 238 19,871,629 21760,060 13,9% 37,224 0,2% 21797,284 14A% 143% 42,699 103,376 - - 460,000 $17,05 C : 158 2 51578,130 879,753 15.8% 11,424 0.2% $91,177 16,0% 153% (13,662) '.': 10,269.': -:' ':- ! t,1 $15,74 Total 508 70,6211305 11,296,348 16,0% 6860093 1.0% 111982,441 17,0% 1767% 5059848 708,683 - - 450,000 $22,64 SUBURBAN CENTRAL PERIMETER A 68 19,2984600 31086,659 16,0% 237,684 1,2% 35324,343 .17,2% 18,4% .476,363 676,507 300,000 300,000 300,000 $21.82 B 146 71848,196 21289,670 29.2% 60,519 0,8% 21350,189 29.9% 29.4% (41 702) 76,205 - 16,000 $18.04 C 97 1,790,931 358,235 20,0% - - 358,235 20.0% 19,0% (17,132) 5,464 a: - $13.37 Total 311 28,937,727 51734,564 1908% 298,203 1,0% 6,0321767 20,8% 21,5% 417,529 758,176 300,000 316,000 300,000 $20,07 NORTH FULTON A :101 15,577,393 21330,053 15,0% 244,208 1.6% 121574,261 -16.5% 15,8°70 (118,223) (126,629) - - : - '$20,17 B 320 11,147,928 11725,894 15.5% 44,808 0,4% 117707702 15,9% 15.6% (28,943) 93,268 - - $14.12 C : 59 11038,372 84,052 8,1% `= 84,062 8,1% 9,1% 10,045 15,880 _ - - $12,72 Total 480 27,763,693 4,139,999 1449% 289,016 100% 414299015 16.0% 15,5% (137,121) (17,481) - - $17,66 NORTHEAST ATLANTA A 59 "; 71473,343 12712291 1740% 21,063 03% 11292,354 : 17,3% 183% r1. 102,752 101,924' -i -• 3443476 $19,46 B 414 13,405,778 21976,748 22,2% 90,211 03% 31066,959 22,9% 23,3°70 52,862 (29,187) - - - $13,55 C 123 : 21510,459 i! 2584504 10.3% 31595 01% 2623099 10,4% -. 10,1% (84139) (16,113)) - 1. - $13:34 Total 596 23,389,580 4,506,543 19.3% 114,869 005% 4,621,412 1948% 2044% 147,475 56,624 - - 344,476 $15,43 NORTHLAKE A 20 2,831,105.<: 429,495 15.2°l0 34463 0;1% 432,958 15,3% 16.6% 37,028 (751$33);1 - i- ;$20,29 B 329 12,227,969 11825,183 14,9% 422394 0,3% 11867,577 15,3% 14,7°70 (59,382) (142,606) 13,822 13,822 - $16,89 C 165 31530,219 314,521 8,9% 21696 0114K 317,217 9,0°70 9,1 % 2,425 :. 443292 -.'. - '- - $12,83 Total 514 18,589,293 21569,199 1348% 48,553 X0.3% 29617,752 14,1% 13.9% (19,929) (174,147) 13,622 13,822 - $16,72 NORTHWEST ATLANTA A 77 17,574,160 t: 2,6591447 15.1°/ 8$t= 0_.6% 217471$29 16,6% 1498% : (14086) ; (1471692)' - $21,62 - B 419 15,792,823 2,997,844 19,0% 44,718 0,3% 310423562 19,3% 192% (123704) 25,893 - - 16650 $15,01 C 147 4 27626,087:r 34 b,022 1 13 /0 2,025 0.1 / 3, 13,2% 12,6% (17711): 14,647 d, -: '- =. - $14;20 _ Total 643 35,993,070 6,00 2,313 16,1 135,125 "0,4% 6,147047 371438 17.1% 1606% (1795501) (107,052) - 160650 $18.07 SOUTH ATLANTA A 17 1,299,997: 347,798 20,$°/0 19,131 16% 366929 28,2% _ 27,5% (91432) i'. (51268) to `- ° - $20.72 B 242 91307,757 1,066,786 11,5% 52,345 0,6% 1,119,131 12,0% 12,0% 13963 45,293 - - - $15,86 C 4 131 z 2,660,773 'i 414647 16.6°70 - 414,647 15,6% i 16,3% (8530)':: 14,843 $13,45 Total 390 13,268,527 11829,231 13,8% 713476 0.50/0 1,9001707 14.3% 14,2% (15,999) 54,868 - - - $16,36 WEST ATLANTA B 60 11518,107 115,309 7,6% - - - 115,309 7,6% 7,9% 40,843 62,783 40,000 40,000 40,000 $14,35 C 36 ` 1,752,079`x: 7584997 43070 - 7581997 43,3% 43.6% 61126 322f. Total 96 3,2703186 874,306 2647% - 874,306 261% 27,3% 45,968 63,105 40,000 40,000 40,000 $12,73 C 758 15,008,920 Total 3,030 151,212,076 ATLANTA MARKET GRAND TOiAI A 454 .10%126,144' B 2,168 91,120,187 C 916 1 21,487,050 Total 3,538 221,833,381 1518% 613,931 1;0% 10;738,674 16.8% 16.9% 18.2% 334,995 18.7% 13,332,429 18.7% 18.6% 15:9% 8,316 16.0% :2,542,294 i8.0°10- 15.8% , 17.0% - 957,242. 0.6% 26,613,397 17.6% 17.6% 0.4% 16,129,713 17.7% 17.6% 0.1%' 3;433,471 16.0°10 : 18.8% 0.7% 38,595,838 77.4% 17.6% 634,093 353,822 353,822 369,822 1,151,126 NOTE: STATISTICAL SET CONSISTS OF OFFICE PROPERTIES tO,000 SF AND UP, INCLUDING OWNER-OCOUPIED SOURCE: COSTAR PROPERTY, COLLIERS RESEARCH PROPERTIES; AND EXCLUDING MEDICAL OFFICE AND PROPERTIES WHERE THE GOVERNMENT IS 100'Yo OWNER ANO OCCUPIER. WHILE COSTAR ATTEMPTS TO PROVIDE THE MOST ACCURATE DATA AT THE END OF EVERV QUARTER, REVISIONS ARE MAGE THROUGHOUT THE VEAR ACCOUNTING FOR DISCREPANCIES IN PAST REPORTING. RT I Q2 2012 I "iOFFII CONSTRUCTION •Cox Enterprises' first phase of its new headquarters campus delivered in second quarter. This amounted to 300,000 square feet. Phase II is set to deliver later this year. • No new office buildings went under construction in the second quarter. The near term outlook for new construction remains restrained. RENTAL RATES &CONCESSIONS • The average rental rate for Atlanta office space held steady this quarter. The current trend suggests market rents are close to bottoming. •Four of Atlanta's office submarkets reported an increase in their average rental rates. These include Downtown, Midtown, North Fulton and Northwest Atlanta. •Average concessions have eased inmost office submarkets. The most aggressive landlords can be found in Central Perimeter. INVESTMENT &SALES ACTIVITY •Though second quarter investment activity was slow, a number of major office properties went to market. Some of these are already under contract and expected to close in third quarter. 675 Ponce De Leon Ave. Midtown 450,000 First Quarter 2014 Primerica 11,3100 Breckinridge Blvd Northeast Atlanta 344,476 Third Quarter 2012 Cox: 6205 P'tree Dunwoody Rd. - 2 Central Perimeter 300,000 Fourth Quarter 2012 EMEA:118 $1.8 billion in annual revenue • Over 2.5 billion square feet under management •Over 12,000 professionals UNITED STATES: Atlanta Caldwell Zimmerman Executive VP I Colliers Manager Two Midtown Plaza l Suite 1100 1349 West Peachtree Street, NE Atlanta, Georgia, 30309 TEL +1404 888 9000 FAX +1404 870 2845 i6k: tAk RESEARCHER: Atlanta Scott Amoson Vice President I Director of Research - Two Midtown Plaza I Suite 1100 1349 West Peachtree Street, NE Atlanta, Georgia, 30309 TEL +1404 877 9286 FAX +1404 870 2845 This market report is a research document of Colliers. International Informationherein has been deemed reliable and no representation is made as to the accuracy ereof. Colliers International -Atlanta, Inc., and certain of its subsidiaries, is an independently owned and operated business and a member..firm of Colliers International Property Consultants, an affiliation of independent companies min over520 offices throughout X62 countries worldwide. • Accelerating success. ORDINANCE NO._______ PETITION NO. RZ12-06 STATE OF GEORGIA COUNTY OF FULTON AN ORDINANCE TO REZONE FROM C-1 (COMMUNITY BUSINESS) AND O-I (OFFICE-INSTITUTIONAL) TO A (MEDIUM DENSITY APARTMENTS) FOR A 256 UNIT DEVELOPMENT AT AN OVERALL DENSITY OF 12 UNITS PER ACRE LOCATED ON THE WEST SIDE OF DEERFIELD PARKWAY HAVING A FRONTAGE OF 1,599 FEET (22-5280-1047-026-2) BE IT ORDAINED by the City Council for the City of Milton, Georgia while in regular session on August 20th at 6:00 p.m. as follows: SECTION 1. That the Zoning Ordinance of the City of Milton be amended, and the official maps established in connection therewith be changed so that the following property located on the west side of Deerfield Parkway with a frontage of 1,599 feet, consisting of a total of approximately 21.368 acres as described in the attached legal description, be rezoned to the A (Medium Density Apartments) District with conditions, attached hereto and made a part herein; ALL THAT TRACT or parcel of land lying and being Land Lot 1114, 1047, 1113 of the 2nd District 2nd Section, City of Milton, Fulton County, Georgia; and SECTION 2. That the A (Medium Density Apartments) zoning listed in the attached conditions of approval, be approved under the provisions Chapter 64, Article VI, Division 14 of the Zoning Ordinance of the City of Milton; and SECTION 3. That the property shall be developed in compliance with the conditions of approval as attached to this ordinance. Any conditions hereby approved (including any site plan) do not authorize the violation of any district regulations; and SECTION 4. That the official maps referred to, on file in the Office of the City Clerk, be changed to conform with the terms of this ordinance; and SECTION 5. That all ordinances or part of ordinances in conflict with the terms of this ordinance are hereby repealed; and SECTION 6. This Ordinance shall become effective upon adoption by the Mayor and City Council and the signature of approval of the Mayor. ORDAINED this 20th day of August, 2012. _________________________________ Mayor Joe Lockwood Attest: ___________________________ Sudie AM Gordon, City Clerk (Seal) RECOMMENDED CONDITIONS If this petition is approved by the Mayor and City Council, it should be approved A (Medium Density Apartments) CONDITIONAL subject to the owner’s agreement to the following enumerated conditions. Where these conditions conflict with the stipulations and offerings contained in the Letter of Intent, these conditions shall supersede unless specifically stipulated by the Mayor and City Council. 1) To the owner’s agreement to restrict the use of the subject property as follows: a) No more than 256 total dwelling units at a maximum density of 12 units per acre based on the total acreage zoned, whichever is less. b) Unit size shall be one and two bedroom. c) Height shall not exceed 45 feet as measured from average grade. 2) To the owner’s agreement to abide by the following: a) To the revised site plan received by the Community Development Department on August 9, 2012. Said site plan is conceptual only and must meet or exceed the requirements of the Zoning Ordinance, all other applicable City ordinances and these conditions prior to the approval of a Land Disturbance Permit. In the event the Recommended Conditions of Zoning cause the approved site plan to be substantially different, the applicant shall be required to complete the concept review procedure prior to application for a Land Disturbance Permit. Unless otherwise noted herein, compliance with all conditions shall be in place prior to the issuance of the first Certificate of Occupancy. 3) To the owner’s agreement to the following site development considerations: a) To provide two bus shelters at MARTA bus stops without signage as approved by the City of Milton Design Review Board. b) Internal multi-use trails shall be a minimum of 10 feet wide or as approved by the Public Works Department. i. Internal multi-use trails shall be constructed of pervious materials as approved by the Community Development Department. c) Buildings shall be substantially the same as the designs presented by the applicant at the May 22, 2012 Planning Commission Meeting. d) Tree save areas should be considered as often as possible in regards to specimen trees. 4) To the owner’s agreement to abide by the following requirements, dedication and improvements: a) Dedicate at no cost to the City of Milton prior to the approval of a Certificate of Occupancy, sufficient land as necessary to provide the following: i. Provide at least 12 feet of right-of-way from the back of curb of all abutting road improvements or 1 foot from the back of sidewalk, whichever is greater, along the entire property frontage, as well as allow the necessary construction easements while right-of-way is being improved. ii. Installation/modification of the following transportation infrastructure to be installed in accordance with Chapter 48 Streets, Sidewalks and Other Public Places of the City of Milton Code of Ordinances: 1. SB Right Turn Lanes on Deerfield Pkwy at all site driveways a. Any existing sidewalk or utilities in conflict with new turn lane location shall be relocated. b) Any new required entrances shall meet the City of Milton Code of Ordinances and AASHTO guidelines as approved by Milton Public Works and shall conform to the following: i. The Deerfield Pkwy driveways shall provide a minimum of 100 feet or the 95% queue length, whichever is greater, of uninterrupted access. This distance shall be measured from the edge of the thru lane on Deerfield Pkwy to the edge of any interior drive aisle or parking space. ii. Provide two full access drives and one right-in, right-out access on Deerfield Parkway. c) At the time of development of the property to the south (N/F Devender & Muralidhar Reddy), a 50-foot access easement is required along the southern driveway from Deerfield Pkwy right of way to the location on the south property line where inter-parcel access will be provided to the property to the south. i. Location of access to shared drive shall be at a minimum distance of the 95th percentile queue for the combined condition with future development or one hundred feet, whichever is greater. d) Provide a 50-foot access easement free of any structures or utilities for vehicular and pedestrian inter-parcel access on the northwest property line (N/F First Town, L.P.) as coordinated with property owner to the north and as approved by Milton Public Works. 5) To the owner’s agreement to abide by the following: a. The stormwater management facilities shall comply with the City of Milton stormwater requirements and shall utilize earthen embankments, where possible. Walled structures are not encouraged. If walled structures are proposed, they must meet the acceptable design standards of the Department of Community Development. i. Where side slopes for stormwater management facility are steeper than 4:1 the facility shall have a six foot high, five-board equestrian style fence with two inch by four inch welded wire constructed around it, or as may be approved by the Director of Community Development. Revised Site Plan Submitted on August 9, 2012 City of Milton 13000 Deerfield Parkway, Suite 107 Milton, GA 30004 To: Honorable Mayor and City Council Members From: Kathleen Field, Community Development Director Date: August 27, 2012 for Submission onto the September 5, 2012 City Council Meeting Agenda Item: Resolution Requesting the Adoption of Milton’s Community Tree Management Plan as a reference document. CMO (City Manager’s Office) Recommendation: To approve a resolution to adopt Milton’s Community Tree Management Plan as a reference document. Background: The City of Milton 2030 Comprehensive Plan identifies several policy items that aim at preserving Milton’s rural character and protecting the City’s existing tree canopy. In May 2011, the city submitted an application to the Georgia Forestry Commission (GFC) requesting funding to conduct a tree inventory, assessment and management plan. In August 2011, the Georgia Forestry Commission awarded a $20,000 Georgia Urban Forestry and Community Forestry Grant to the City of Milton to study the City’s canopy and take an inventory of street and park area trees. The consulting team Davey Resource Group was chosen to conduct the study and produce the tree management plan. The draft document was presented to the Council on July 9, 2012. Discussion: The Milton Community Tree Management Plan collected data that will be utilized in the planning for street tree and park tree maintenance. The data also provides a baseline inventory for the development of canopy cover preservation policy. The Plan and key policy action items will be used as a recommendation and reference document. Adoption of the Plan also fulfills one of the requirements for points towards Milton’s certification for Atlanta Regional Commission’s (ARC) Green Communities certification as well as ARC’s Local Government objects to advance the region’s Plan 2040. Concurrent Review: Chris Lagerbloom, City Manager Attachments: Milton Community Tree Management Plan Mission Statement The City of Milton will provide opportunity and value in a responsive and responsible environment through active partnerships with the community and its stakeholders. Vision Statement Milton is a distinctive community embracing small- town life and heritage while preserving and enhancing our rural character. Quality of Life In 2011, the City of Milton was recognized as having the highest quality of life in the state of Georgia and ninth highest quality of life in the southern United States by the Business Journals' "On Numbers" survey. Prepared for: City of Milton Community Development Department 13000 Deerfield Parkway, Suite 107F Milton, Georgia 30004 Prepared by: Davey Resource Group A Division of The Davey Tree Expert Company 1500 North Mantua Street Kent, Ohio 44240 800-828-8312 Community Tree Management Plan and Key Policy Actions The City of Milton, Georgia May, 2012 Community Tree Management Plan and Key Policy Actions i May, 2012 City of Milton, Georgia Georgia Forestry Commission United States Department of Agricuture Forest Service Georgia Urban Forest Council Acknowledgements Milton’s comprehensive vision to preserve its rural character was a fundamental inspiration for this project. Limiting the loss of community forests and greenspace will reduce stormwater runoff and improve air quality, the health of people, and community aesthetics. Milton is thankful for the grant funding they received from the Georgia Forestry Commission (GFC) in cooperation with the United States Department of Agriculture Forest Service (USDA Forest Serv ice) and the Georgia Urban Forest Council (GUFC) through its Urban and Community Forestry (U&CF) Grant Program. The U&CF grant program is designed to encourage communities to create and support long-term and sustained urban and community forestry programs throughout Georgia. The City also recognizes the support of its Mayor and City Council: Joe Lockwood, Mayor Burt Hewitt, Council Member Matt Kunz, Council Member Lance Large, Council Member Joe Longoria, Council Member William C. “Bill” Lusk, Council Member Karen Thurman, Council Member The State of Georgia Forestry Commission Partnership Coordinator: Joan Scales The following City staff: Kathleen Field, Community Development Director Chris Lagerbloom, City Manager Mark Law, Arborist Michele McIntosh-Ross, Planner Notice of Disclaimer. Inventory data provided by Davey are based on visual recording at the time of inspection. Visual records do not include indiv idual testing or analysis and do not include aerial or subterranean inspection. Davey is not responsible for discovery or identification of hidden or otherwise non- observable hazards. Records may not remain accurate after inspection due to variable deterioration of inventoried material. D avey provides no warranty with respect to the fitness of the community forest for any use or purpose whatsoever. Clients may choose to accept or disregard Davey’s recommendations, or to seek additional advice. Important: know and understand that visual inspection is confined to the desig nated subject tree(s), and that the inspections for this project are performed in the interest of facts of the tree(s) without prejudice to or for any other service or any interested party. Community Tree Management Plan and Key Policy Actions ii May, 2012 Executive Summary Preserving the rural character and quality of the community is important to the City of Milton. Abundant trees and greenspaces, and the lack of impervious surfaces, help create that feeling of ruralness which is cherished by Milton’s citizens and remembered by its visitors. In addition to creating a sense of place, the forests and greenspace improve the environmental health of the community. They cleanse air, reduce stormwater runoff, absorb and sequester carbon dioxide (CO2), lower air temperatures, and generally make people feel more positive about the community in which they live and the goods and services it offers. Rapid land-use change and urbanization represent the greatest threats to canopy cover and grass and pasture land cover because of the dramatic increases in impervious surfaces associated with them. These changes affect the feel of a community as well as its ecology. Unfortunately, the consequences of rapid land- use change and urbanization are not evident until after the trees and grasslands are gone (TreeLink, 2012). Because of the many benefits forests and greenspace provide to the community and the threats they face from land-use change and urbanization, a plan which addresses the management of them was commissioned. This plan developed for the City of Milton focuses on community trees and addresses short- and long-term maintenance and tree planting initiatives. Three studies were completed—a tree inventory, tree benefit analysis, and canopy assessment—to gain an understanding of the existing state of the community forest. Those studies, along with information about the City’s existing program and visions for community forests and greenspace, were utilized to develop this Plan, Community Tree Management Plan and Key Policy Actions, that will guide future planning of City trees. State of the Existing Community Forest The inventory of community trees targeted high-use areas along public rights-of-way (ROW) and in parks. The City selected areas and parks for the inventory which included: Arnold Mill/State Route 140 Area; Crabapple Area; Highway 9/Cogburn Road Area; Bell Memorial Park; Bethwell House/Community Center; Birmingham Park; Crabapple House; Crabapple Park; and Hopewell House. A total of 3,598 sites were collected during the inventory. Two thousand five hundred fifteen (2,515) individual trees, 643 vacant planting sites, and 440 stands of trees which collectively represented over 10,000 trees were collected. Along ROWs, trees and vacant planting sites were collected. In parks, only individual trees or stands were collected. Analyses of the tree inventory data found: Overall, the tree population was in Fair condition. One species, loblolly pine (Pinus taeda), made up such a large percentage of the ROW (15%) and Parks (44%) that it threatens biodiversity and places the community forest at risk from southern pine beetle (SPB, Dendroctonus frontalis Zimmermann). On the ROW, crapemyrtle (Lagerstromia indica), in particular, was found in abundance (19%) and its presence was a concern to the streetscape’s biodiversity. Overall, the diameter size class distribution trended towards the ideal for a tree population having a greater number of smaller trees (0- to 8-inch diameter at breast height [DBH]) than medium- and large-sized trees present (DBHs 9- to 17-inch, 18- to 24-inch, and greater than 24-inch). The benefit analysis used the inventory data and the computer model, i-Tree Streets (USDA Forest Service, et al., 2012 (a)), to estimate the benefits ROW trees provide. Results indicated: The inventoried tree population provided $119,017 of annual environmental and economic benefits and, on average, one tree provided an annual benefit equal to $60.48. Simply stated that means the City did not have to spend $119,017 on heating and cooling, stormwater management, and air quality initiatives, and property values were higher because of the mere presence of trees on the ROW. If the City plants more trees, the amount of money saved to manage or create infrastructure will increase by $60.48 for each tree. It also means that if the City loses or removes trees, managing infrastructure will cost more. Community Tree Management Plan and Key Policy Actions iii May, 2012 The most valuable tree in community forests was loblolly pine. It was found in high quantities along the ROW, and because of its number and function, it provided great environmental and economic benefits to the community. Willow oak (Quercus phellos) and tuliptree (Liriodendron tulipifera) were also important trees probably due to their size and leafy canopies. Crapemyrtle (Lagerstroemia indica), while dominant on the streets (19%), provided little environmental or economic value to the community. This is probably due to its small size and relatively small canopy. Consistently, large, leafy trees provided the most environmental and economic benefits to the community. These trees intercepted more gallons of rainfall, reduced energy usage through summer shade and diversion of winter winds, and rid the atmosphere of more CO2 than smaller statured trees. i-Tree Canopy (USDA Forest Service, et al., 2012 (b)) was utilized to assess land cover types citywide, including tree canopy. The assessment found: Tree canopy covers 58% of the land’s surface. Grass and pasture land covers 24%. Impervious surfaces cover 13%; and all other land cover types comprise 5% of the land’s surface. Tree Maintenance and Planting Needs The maintenance needs of community trees included planting, pruning, and removal. The maintenance need most recommended during the inventory was pruning (73%) followed by tree planting (18%) and then tree removal (9%). Reducing the risk associated with trees in the community forest was needed and should be prioritized and accomplished so that the trees with the highest risk are addressed first. During the inventory, less than 1% of the trees assessed had Severe Risk associated with them, 2% had High Risk, and the remainder of the trees (97%) presented Moderate or Low Risk to people and property. Even though only 3% of the inventoried trees had Severe and High Risk associated with them, these trees need removed or pruned immediately to benefit public safety. Moderate and Low Risk trees should be addressed after all elevated risk tree maintenance has been completed. Based on conversations with City staff, Milton performs tree maintenance work mostly on demand; little proactive tree care is performed. However, Milton’s community forest will benefit greatly from the inception and continuation of a five-year Routine Pruning Cycle (RP Cycle) and a three-year cycle, Young Tree Training Cycle (YTT Cycle). These proactive pruning cycles are critical to improving the health of trees and reducing program costs over time. In most cases, cyclic pruning will correct defects in trees before they escalate into urgent situations and, thus, avoid costly problems. Based on inventory data (excluding data from Birmingham Park), approximately 400 trees should be cleaned during the RP Cycle each year and at least 130 young or newly planted trees structurally pruned each year during the YTT Cycle. Trees should be planted annually to replace removals and maintain tree canopy cover. Milton has 58% tree canopy cover and can expect 1% natural tree mortality per year. If natural tree mortality was the only threat, then the City should plant no less than 130 trees per year (based roughly on inventory data). However, natural mortality is not the only threat. Economic growth and development and SPB are impending threats to Milton’s community forests. These threats warrant a more aggressive approach to tree planting. If budgets allow and follow-up maintenance is available, the City should increase the number of trees planted to exceed what is recommended in this Plan to be better prepared for impending threats. Tree Removal •Severe Risk = 2 trees •High Risk = 41 trees •Moderate Risk = 48 trees •Low Risk = 79 trees Pruning •Severe Risk = 1 tree •High Risk = 37 trees RP Cycle •Number of trees in cycle each year = approximately 400 YTT Cycle •Number of trees in cycle each year = at least 130 Tree Planting •Number of trees each year = at least 130 Community Tree Management Plan and Key Policy Actions iv May, 2012 Citywide tree planting should focus on creating canopy in areas that promote economic growth such as business districts, and fill in gaps in existing canopy. Increased public education, regulations that govern tree planting and preservation, and programs that promote land conservation could be implemented to augment tree planting efforts. The City should also focus its efforts on finding or creating the growspace needed to plant and sustain large-statured trees that have leafy canopies. Whenever growspace is not available or cannot be created, the use of an engineered system such as permeable pavement, structural soil, or structural cells/suspended pavement, smaller sized trees should be utilized. Trees of varying species should be planted. However, the planting of southern yellow pine for non-timber uses should be limited and other small-sized trees should be planted in lieu of crapemyrtle until the species distribution normalizes. The City’s existing planting list offers smart choices for species selection. However, due to the species distribution and impending threats from SPB and emerald ash borer (EAB, Agrilus planipennis Fairmaire), crapemyrtle, all southern yellow pines, including loblolly pine, and all ash (Fraxinus) trees should be temporally removed from the planting list or planted only when a landscape plan is in place. Community Forest Program Needs Having adequate funds to implement this Plan is important if the City is to have an effective community management forest program. Funding community forestry initiatives will benefit public safety for both the short and long term by allowing priority maintenance to be performed expediently and proactive maintenance cycles to commence and continue. The estimated cost for the first year of this five-year program is $85,000, but costs for continuation of the program the following four years decreases to approximately $65,000 per year. The majority of the costly priority tree removal and pruning work, which elevates the budget, is scheduled during the first year of the program. Following accomplishment of the priority work, proactive work becomes the bulk of the program. Proactive tree work is generally less costly to perform than priority work and, thus, projected budgets are less. The budget recommended for the management of City trees is less than the annual environmental and economic benefits the City receives from only its street tree population as estimated by the i-Tree Streets computer model. The Streets analysis indicated that the ROW tree population saved the City $119,017 in infrastructure management costs while the cost to provide management of trees is projected to range from $65,000 to $85,000 a year. Supporting proactive management of trees through funding will over the long term reduce municipal tree care management costs and possibly the costs to build, manage, and support some City infrastructure. Milton has many opportunities to improve its community forests. Continued tree planting and a systematic approach to tree maintenance will move the City from an “on-demand”, priority-based program to a cost-savings, proactive program. The City’s investment in trees will help preserve the rural character of the City and enhance public safety, improve program efficiency, and increase the environmental and economic benefits the community receives from trees. Photograph 1. The City of Milton recognizes that its community forests and greenspace, which include pasture and grasslands, are critical to ecosystem health, economic growth, and the rural character of the City. Planning and action is required now if trees and greenspace are to remain a part of the community’s future. Community Tree Management Plan and Key Policy Actions v May, 2012 Table of Contents Acknowledgements .............................................................................. i Executive Summary ............................................................................ ii State of the Existing Community Forest .......................................... ii Tree Maintenance and Planting Needs .......................................... iii Community Forest Program Needs ................................................ iv Introduction......................................................................................... 1 Approach for Community Forest Management .............................. 1 Tasks Completed ........................................................................... 2 Section 1: Benefits of Having a Community Forest ........................... 3 Benefits Trees Provide People and Places .................................... 3 Trees Can Improve the Management of Stormwater ..................... 5 Section 2: Existing Community Forest Program ................................ 6 Management Overview .................................................................. 6 Goals and Objectives ..................................................................... 7 Section 3: Community Forest Assessments and Analyses ............... 8 Tree Inventory ................................................................................ 8 Tree Inventory Data Collection Methods ........................................ 9 Project Areas ................................................................................ 10 Tree Inventory Analysis .................................................................... 12 Species Diversity .......................................................................... 13 Diameter Size Class Distribution .................................................. 16 General Health ............................................................................. 18 Tree Benefit Analysis ....................................................................... 20 i-Tree Streets ................................................................................ 20 The Benefits of Milton’s Community Forests ................................... 21 i-Tree Streets Inputs ..................................................................... 22 Milton’s Inputs .............................................................................. 22 Canopy Assessment ........................................................................ 29 Limitations .................................................................................... 29 Growing Trees and Limiting Impervious Surfaces ....................... 33 Section 4: Tree Management Program (ROW and Parks) .............. 34 Priority Versus Proactive Maintenance ........................................ 35 Priority Maintenance .................................................................... 36 Praoctive Maintenance ..................................................................... 38 Cyclic Pruning .............................................................................. 38 Pruning Cycle Progression ........................................................... 38 ROW Tree Maintenance Program .................................................... 41 Tree Removals ............................................................................. 42 Prioritized Pruning ........................................................................ 44 RP Cycle for ROW Trees ............................................................. 45 Inspections ................................................................................... 45 Park Tree Maintenance Program ..................................................... 46 Inventoried Parks ......................................................................... 46 Park Tree Removals ..................................................................... 48 Priority Pruning in Parks ............................................................... 48 RP Cycle for Park Trees ............................................................... 48 Inspections ................................................................................... 48 Forested Area/Tree Stand Management ...................................... 49 Tree Planting .................................................................................... 51 Inventoried ROW Planting Space ................................................ 51 Tips for Planting Trees ................................................................. 52 Tree Species Selection ................................................................ 52 Strategic Planting for Milton’s Community Forests ...................... 53 Newly Planted and Young Tree Maintenance .................................. 54 Watering ....................................................................................... 54 Mulching ....................................................................................... 54 Young Tree Training Pruning ....................................................... 54 Three-Year City-Wide YTT Cycle ................................................. 55 Community Outreach ....................................................................... 56 Inventory and Plan Updates ............................................................. 57 Maintenance Schedule ..................................................................... 58 Conclusions ...................................................................................... 59 Section 5: Key Policy Action ............................................................ 60 References ....................................................................................... 61 Community Tree Management Plan and Key Policy Actions vi May, 2012 Figures 1. Five most abundant species found on the ROW during the 2012 inventory. .................................................................... 13 2. Five most abundant species found in parks during the 2012 inventory. Data include estimation of species and counts from Birmingham Park stands. Total site count is estimated to exceed 10,000 trees based on stand collection protocols described in the Tree Inventory Methods section of this Plan. . 14 3. Comparison of Milton's size class distribution for ROW and park trees to the ideal distribution. Data from Birmingham Park were not used because of collection protocols that included stands of trees. .......................................................................... 16 4. Tree conditions found along the ROW and in Parks during the 2012 inventory. Data from Birmingham Park were not used because of collection protocols that included tree stands. ........ 18 5. Annual per tree aesthetic/other, stormwater, energy, carbon dioxide, air quality and total annual benefits calculated using Streets. ...................................................................................... 24 6. Canopy and land cover assessment results for the Milton city limits. Assessment performed using i-Tree Canopy. .......... 30 7. Percentage and standard error results for the land cover and canopy assessment. .................................................................. 31 8. Severe, High, Moderate, and Low Risk tree removals identified by diameter size class. ............................................... 42 9. Severe, High, Moderate, and Low Risk tree pruning identified by diameter size class. ............................................... 44 10. Number of trees by diameter size class in the ROW RP Cycle. ................................................................................... 45 11. Number of vacant planting sites identified by mature tree size. .................................................................................... 51 12. Trees included in the YTT Cycle. .............................................. 55 Tables 1. Number, Type, and Location of Sites Collected During the Inventory ................................................................................ 8 2. Benefit Data for Common Street Trees by Species .................. 23 3. Stormwater Benefits Provided by ROW Trees .......................... 27 4. Priority and Proactive Maintenance Needs for Parks By Diameter Size Class (Birmingham Park Excluded) ................... 47 5. Severe and High Risk Tree Maintenance Needs for Birmingham Park ....................................................................... 47 Map 1. Future Development Map, 2030, City of Milton ......................... 11 Appendices A. Glossary B. Recommended Species for Future Planting C. Invasive Pests and Diseases D. Estimated Costs for Milton’s Five-Year Community Forest Management Program: Park and Street Trees Community Tree Management Plan and Key Policy Actions 1 May, 2012 Introduction Between 1995 and 2025, Georgia's population is projected to grow by 37%, adding 2.7 million people. Only California, Texas, and Florida are expected to add more people (Georgia Department of Natural Resources, 2012). These new Georgians will expect housing, employment, transportation, and recreational opportunity close to home. Unless urban ecosystems are protected now, the trees, greenspace, rivers, and streams that make neighborhoods liveable, walkable, and more desirable may become a causality of growth. Milton recognizes that its community forests and greenspace are critical to ecosystem health, economic growth, and the rural character of the City, and that planning and action is required now if trees and greenspace are to be a part of the community’s future. Approach for Community Forest Management The best approach to managing a community forest is to have an organized, proactive management program that includes tools such as a tree inventory, benefit analysis, and canopy assessment from which goals are set and progress is measured. With these tools, the care of community trees can be prioritized, scheduled, and completed so that public safety is enhanced, canopy is created in strategic places, and budgets are effectively drafted based on need rather than reactive solutions to crises in the community forest. In 2012, Milton worked with a consultant, Davey Resource Group, a Division of The Davey Tree Expert Company (Davey), to implement the above mentioned tools and develop a plan for the City’s community forests. The plan considered the general condition, diversity, and distribution of public trees and ultimately provided a prioritized system for the management of ROW and park trees. In addition to the Plan, key policy actions focusing on limiting the loss of community forests and greenspace, augmenting stormwater management, and improving air quality, human health, and aesthetics were suggested. Photograph 2. Community forests and greenspace are critical to ecosystem health, economic growth, and the rural character of Milton. Community Tree Management Plan and Key Policy Actions 2 May, 2012 Tasks Completed For this Plan, the City of Milton staff: Specified protocols for the collection of tree stands. Assessed existing land cover types, including tree canopy, using i-Tree Canopy. Performed stakeholder outreach. Compiled information about City program costs, protocols, and policies. Davey performed the following tasks: Inventoried trees, tree stands, and vacant planting sites within ROW and in community parks. Analyzed tree inventory data and land cover assessment findings. Estimated the environmental and economic benefits trees provide using the computer model, i-Tree Streets. Integrated all studies performed and information gathered into a management plan for the community forests. Developed key policy actions to improve the management and preservation of community forests and the rural character of the City. The Plan is divided into five main sections: Benefits of Having a Community Forest; Existing Community Forest Program ; Community Forest Assessment and Analyses; Tree Maintenance Program (ROW and Parks); and Key Policy Actions. A plan for community forests is important because the City government wishes to limit tree loss and is committed to preserving the rural character of the community. Section 1: Benefits of Having a Community Forest •Presents information about the benefits trees provide to communities Section 2: Existing Community Forest Program •Provides an overview of the existing tree management program and presents goals and objectives for the community forest Section 3: Community Forest Assessment and Analyses •Summarizes the three studies performed, inventory of trees and tree stands, i-Tree Streets benefit analysis, and i-Tree Canopy land cover assessment •Presents trends, results, and observations about the data Section 4: Tree Maintenance Program (ROW and Parks) •Outlines a solid plan for the maintenance of ROW and park trees •Discusses tree planting and young tree care •Provides examples of how to use this Plan for educational outreach •Lists ideas for assessment and Plan updates Section 5: Key Policy Actions •Provides directives that integrate opportunities to increase tree cover, promote green infrastructure, and achieve a sustainable community forest Community Tree Management Plan and Key Policy Actions 3 May, 2012 Section 1: Benefits of Having a Community Forest There is a growing understanding and validation of the importance of trees to a community. Scientists and researchers study the effects of trees on human behavior, traffic patterns, crime rates, air quality, stormwater runoff, and property values…just to name a few. The relationship between trees and people and places is beneficial. Trees positively affect human and public health and are valuable assets to a community. The benefits trees provide are commonly divided into three categories—economic, social, and environmental. Benefits Trees Provide People and Places The environmental and economic benefits trees provide are well documented in the literature and showcased on the World Wide Web. Following is a summary of some of the benefits communities can gain from having a well-managed urban forest. Economic Consumers are willing to pay more to park and shop in landscaped business districts. On average, consumers will pay about 11% more for goods in landscaped areas, with this figure being as high as 50% for convenience goods (Wolf, 1998(a); Wolf, 1999; and Wolf, 2003). Consumers also feel that the quality of the products is better in business districts having trees over those that were considered barren (Wolf, 1998(a)). Additionally, the quality of landscapi ng along the routes leading to the business district had a positive influence on consumers’ perceptions of the area (Wolf, 2000). Several studies in the United States analyzed the effect of tree cover on the price of residential home sales, finding that values of properties in tree-lined areas may be 3% to 7% higher when trees are in the yard, 5% to 20% when the property is next to natural open space, and 9% when adjacent to street trees. Commercial property rental rates were 7% greater when trees were present on the property (Wolf, 2009). Photograph 3. The quality of landscaping along business routes affects the consumers’ perceptions of the goods and services offered there. Well-landscaped business routes have a positive effect, making consumers more likely to spend time and money on goods and services. Community Tree Management Plan and Key Policy Actions 4 May, 2012 Social In addition to increasing property values, research has shown that trees can lead to reduced crime rates, decreased amounts of human stress , and shorter lengths of hospital stays. Kuo and Sullivan (2001(a)) studied apartment buildings in Chicago and found that buildings with high levels of greenery had 52% fewer crimes than those without any trees, and buildings with medium amounts of greenery had 42% fewer crimes. Tree-lined streets also make our streets safer by reducing traffic speeds and the amount of stress drivers feel which likely reduces road rage (Wolf, 1998(b); Kuo and Sullivan, 2001(b)). Ulrich (1984, 1986) found that hospital patients who were recovering from surgery and had a view of a grove of trees through their windows required fewer pain relievers, experienced fewer complications, and left the ho spital sooner than similar patients who had a view of a brick wall. Environmental Trees improve air quality. During photosynthesis, trees remove CO2 from the atmosphere to form carbohydrates that are used in plant structure/function and return oxygen (O2) back to the atmosphere as a by-product. Trees, therefore, act as a carbon (C) sink. Urban forests cleanse the air by intercepting and slowing particulate materials and by absorbing pollutant gases on their leaf surfaces. Pollutants partially controlled by trees include nitrogen oxides (NOx), sulfur dioxide (SO2), carbon monoxide (CO), CO2, ozone (O3), and small particulates less than 10 microns in size (PM10). Coder (1996) found that trees can reduce street level air pollution by 60%. Trees reduce energy usage by lowering local air temperatures when they transpire water and shade surfaces. Urban trees shade buildings in the summer and block winter winds. The net cooling effect of a healthy tree is equivalent to 10 room -size air conditioners operating 20 hours a day (North Carolina State University, 2012). Trees placed properly around buildings as windbreaks can save up to 25% on winter heating costs (Heisler, 1986). In urban areas, trees are important for wildlife as well. Trees provide nesting sites for birds and support a wide range of insects which are important food sources for birds and other wildlife. Photograph 4. Trees enhance parking lots via the shade they provide and reduce stormwater runoff through their ability to absorb and divert rainfall. Community Tree Management Plan and Key Policy Actions 5 May, 2012 Trees Can Improve the Management of Stormwater Trees are typically not considered part of either grey or green stormwater management systems; they are generally, and falsely, considered landscaping. Planting a tree as just landscaping is not taking advantage of the stormwater utility benefits it provides. Leafy tree canopies catch precipitation before it reaches the ground, allowing some water to gently drip and the rest to evaporate. This lessens the initial impact of storms and reduces runoff and erosion. For every 5% of tree cover added to a community, stormwater runoff is reduced by approximately 2% (Coder, 1996). Research by the USDA Forest Service indicates that 100 mature tree crowns intercept about 100,000 gallons of rainfall per year, reducing runoff and providing cleaner water (USDA Forest Service, 2003(a)). A typical community forest of 10,000 trees will retain approximately 10 million gallons of rainwater per year (USDA Forest Service, 2003(b)). Engineered Systems for Trees Planting trees in strategic areas can augment the function of existing stormwater infrastructure, increasing its capacity, delaying onsets of peak flows, and improving water quality. Because trees act as mini-reservoirs, adding trees can reduce the long-term costs incurred by the City to manage runoff. Tree-filled bioswales, linear, connected or stormwater tree pits, structural soils, suspended pavements and structural cells, rain gardens, green roofs, and green streets are just a few of the many options available that integrate trees into stormwater infrastructure. Trees reduce stormwater runoff by capturing and storing rainfall in their canopy and releasing water into the atmosphere. Tree roots and leaf litter create soil conditions that promote the infiltration of rainwater into the soil. Trees help slow down and temporarily store runoff and reduce pollutants by taking up nutrients and other pollutants from soils and water through their roots. Trees transform pollutants into less harmful substances. Community Tree Management Plan and Key Policy Actions 6 May, 2012 Section 2: Existing Community Forest Program The current management of and future planning for trees and greenspace are critical to their long-term establishment in the community and the benefits they provide. Many departments have stake in community forests and greenspace and play important roles in accomplishing goals and objectives set for them. The following sections briefly describe the current management of trees and the goals and objectives of this Plan. Management Overview Currently, community forest management activities are performed on demand, meaning the City responds to calls about trees or acts in response to weather events that damage trees. Routine, proactive tree maintenance/pruning cycles which typically train young trees and clean and raise tree crowns are not performed. When tree maintenance is needed, the Public Works Department routes s taff or contracts vendors to perform the tree work. Typically, vendors used to perform tree pruning and removals are not Tree Care Industry Association (TCIA) accredited and often perform non-arboriculture work as their main line of business or product/service offered. The majority of tree planting is done by the Public Works Department; sometimes local citizen groups or not-for-profits participate in small-scale tree planting projects. Milton has a City Arborist who responds to calls about trees from citizens, inspects trees and tree save areas, reviews permits, and enforces the Tree Preservation Ordinance. The City Arborist also performs code review not related to the community forest. Milton has been designated a Tree City USA by the Arbor Day Foundation since 2009. To qualify as a Tree City USA community, a town or city must meet four standards established by The Arbor Day Foundation and the National Association of State Foresters. These standards were established to ensure that every qualifying community would have a viable tree management plan and program, and that no community would be excluded because of size. Standards: 1.A tree board or department 2.A tree care ordinance 3.A community forestry program with an annual budget of at least $2 per capita 4.An Arbor Day observance and proclamation Community Tree Management Plan and Key Policy Actions 7 May, 2012 Goals and Objectives The City government strives to preserve its rural character and understands that trees and greenspace are critical components of the community’s rural feel. Goals Enhance the rural character of Milton through community forestry initiatives. Direct growth with respect to natural resources. Provide professional and uniform maintenance of trees . Objectives Evaluate existing community forest conditions. Establish an effective management program that provides long-term planning strategies to improve maintenance efficiency and tree health. Focus tree planting efforts to better opportunities for economic growth and enhance the rural character of the City. Formulate key policy actions for consideration that improve community forests and the benefits they provide for the long term. Educate Milton’s residents about the value of community forests. Community Tree Management Plan and Key Policy Actions 8 May, 2012 Section 3: Community Forest Assessments and Analyses Three assessments were completed and utilized to analyze the current state of community forests and greenspace. A tree inventory, benefit analysis, and canopy assessment were performed. Each assessment is discussed separately in the sections that follow. Tree Inventory In March 2012, Davey arborists certified through the International Society of Arboriculture (ISA) assessed and inventoried ROW and park trees. A total of 3,598 sites were collected representing trees, vacant planting sites , or stands of trees. Of the 3,598 sites collected, 73% were collected along the ROW and the remaining 27% in parks. Table 1 provides a detailed breakdown of the number and type of sites inventoried. The collection of vacant planting sites and stands of trees was specified by the City. Vacant planting sites were collected in areas where future tree planting was considered most desirable. Tree stands were collected in areas where tree density was great enough that more traditional stand analysis provided adequate information for assessment and management recommenda tions. The collection of tree stands also leveraged the site count. Birmingham Park was collected primarily using tree stand methodologies. However, some of the occurrences of Chinese privet (Ligustrum sinense) along ROWs were recorded as a stand. Most ROW trees and other parks were collected using standard tree inventory protocols. Table 1. Number, Type, and Location of Sites Collected During the Inventory Right-of-Way Parks Birmingham Park Total Total Sites 2,610 Total Sites 366 Total Sites 622 3,598 Number of Trees 1,967 Number of Trees 366 Number of Trees (individual sites) 182 2,955 ~10,000 Number of Stands/Estimated Number of Trees 440/10,000 Number of Vacant Planting Sites 643 Number of Vacant Planting Sites 0 Number of Vacant Planting Sites 0 643 Community Tree Management Plan and Key Policy Actions 9 May, 2012 Tree Inventory Data Collection Methods Tree inventory data were collected using a system developed by Davey that utilizes Geographic Information System (GIS) and Global Positioning System (GPS) receivers, as well as arborists’ knowledge and judgment. In the field, Davey arborists used pen-based field computers equipped with GIS along with GPS receivers. A customized ArcPad data collection program was loaded onto field computers for data collection. At each site, the following data fields were collected: aboveground utilities; blockside; clearance requirements; condition; growing space type; further inspection; hardscape damage; location; location rating; maintenance needs based on American National Standards Institute (ANSI) A300 Standards (2001); mapping coordinate; observations; notes; risk rating; space size; species; stems; tree size or DBH; and vacant planting sites. These data fields are defined in Appendix A. The data collected were provided in shapefile and Microsoft Excel™ and Access™ formats on a CD- ROM accompanying this Plan. Individual Trees Data collection protocols for individual trees differed from the protocols used to collects stands of trees. Differing method s were utilized to minimize the use of sites but still capture the character of an area. During data collection, all significant or individual trees growing along ROWs and in parks were collected. For some trees along the ROW, particularly highways which ran parallel to forested areas, only trees greater than or equal to an 18-inch DBH or that were assessed as hazardous or invasive were inventoried. Park trees growing in manicured areas were inventoried individually along with any trees that appeared hazardous along the perimeter of a park. Vacant planting sites were collected along the ROW only and were based on growspace size, the presence of overhead utilities, and mature tree height. Tree Stands If a stand of like trees were found, it was typically recorded as one site and the data fields collected were used to ascertain a general idea of stand composition. Most stands were found in Birmingham Park; however, some patches or groups of Chinese privet were collected along the ROW . In the text of this Plan, all stands, groups, and patches of trees are referred to as stands. Data recorded about stands were based on the most typical tree species present. When a forested stand was encountered, either “pine (Pinus) stand or group, mixed stand or group, or privet patch” and/or the estimated number of trunks were recorded in the notes data field for that specific site. If a site was recorded and noted as only a stand, then it is assumed that 50 trunks were present; if it was recorded as mixed, patch, or a group, then it is assumed that 10 trunks were present . If a number of trunks was recorded, then the number recorded the notes data field for the site represents the estimated number of trunks at that site . Other data, including DBH and condition, were collected and assigned to the site. The data used for analysis purposes were assumed to be representative of the entire stand. For example, Chinese privet has a dense, thicket-like growth pattern. This growth pattern makes its collection as an individual site difficult as well as not prudent because location information and measurements would be hard to obtain and its abundant occurrence would quickly deplete the site count. In the instance of multiple Chinese privets at one location, a single site was collected that represented multiple trees growing in that immediate area. The data collected and assigned to that site are representative of the majority of Chinese privet at that site. Community Tree Management Plan and Key Policy Actions 10 May, 2012 Project Areas Three project areas, Crabapple, Arnold Mill/State Route 140, and Highway 9/Cogburn Road, and 6 community parks were selected by Milton for the tree inventory. On the following page is the City of Milton’s Future Development Map 2030, Map 1, which illustrates some of the inventory project areas. Crabapple Area has 544 trees and 197 vacant planting sites. •Crabapple Road •Mayfield Road •Charlotte Road •Broadwell Road •Mid Broadwell •Birmingham Highway to northern City limits Arnold Mill/State Route 140 has 46 trees and 61 vacant planting sites. •Arnold Mill Road Higway 9 Area has 1,378 trees and 385 vacant planting sites. •Highway 9 •Deerfield Parkway •Bethany Bend •Morris Road •Webb Road •Cogburn Road/Hopewell Road to northern City limits The Parks Inventory included the following: •Bell Memorial Park which has 134 trees •Bethwell House/Community Center which has 33 trees •Birmingham Park which has 622 trees (440 stands with over 10,000 estimated trees) •Crabapple House which has 10 trees •Crabapple Park which has 66 trees •Hopewell House which has 122 trees Community Tree Management Plan and Key Policy Actions 11 May, 2012 Map 1. Future Development Map 2030, City of Milton Community Tree Management Plan and Key Policy Actions 12 May, 2012 Tree Inventory Analysis Recognizing trends within the tree population can help guide both short- and long-term management planning. Usually tree inventory data are examined to determine the diversity of species present, the distribution of size classes (with size being based on DBH), and the general health of the tree population. Those analyses, along with professional judgment, are used to make generalizations about the state of the inventoried tree population. In this Plan, the following population characteristics were assessed: Species Diversity—Species diversity is the variety and abundance of trees in a specific population. It affects the population’s ability to sustain threats from invasive pests and diseases as well as impact tree maintenance needs and costs, tree planting goals, and canopy continuity. Diameter Size Class Distribution—Diameter size class distribution is the proportion of trees by diameter size class in a specific population. It affects the environmental and economic benefits provided by the population as well as tree maintenance needs and costs, tree planting goals, and canopy continuity. The diameter size class distribution can also be used to estimate relative age of a tree population. General Health—The general health of a tree population indicates how well trees are performing given their site-specific conditions. General health affects both short- and long-term tree maintenance needs and costs as well as canopy continuity. Photographs 5 and 6. Davey's ISA Certified Arborists inventoried trees along ROW and in community parks to collect information about trees that could be used to assess the state of community forests. Community Tree Management Plan and Key Policy Actions 13 May, 2012 Species Diversity Species diversity is an important consideration for the management of community trees. It affects maintenance costs and the ability of the population to resist and respond to threats from invasive pests and diseases. Having a low species diversity (large number of trees of the same species) can lead to catastrophic results in the event of species-specific epidemics (i.e., DED, Dutch elm disease) and can increase program costs should a particularly high- maintenance tree dominate streets and/or parks. The composition of a thriving tree population should adhere to the 10-20-30 Rule for species diversity rule (Ohio Department of Natural Resources Urban Forestry Program, 2012). This rule implies that no more than 10% of the community forest should be of the same species, while no more than 20% of the forest should be of the same genera, and a single family should not make up more than 30% of the community’s forest. In this Plan, the species distributions for inventoried ROW and park trees are analyzed using the principles of the 10-20-30 Rule. Overall Findings Analyses of Milton’s complete tree inventory data found that the population had relatively good diversity having 48 genera and 78 species present. Pinus taeda Ligustrum lucidum Liguidamb ar styraciflua Liriodendro n tulipifera Quercus alba Crapemyrtle Loblolly Pine Willow Oak Red Maple Holly spp. Lagerstromia indica Pinus taeda Quercus phellos Acer rubrum Ilex spp. Milton 19%15%8%7%7% 10 % Rule 10%10%10%10%10% 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% 20%Percent Milton 10 % Rule Lagerstsromia indica Pinus taeda Quercus phellos Acer rubrum Ilex spp. Figure 1. Five most abundant species found on the ROW during the 2012 inventory. Community Tree Management Plan and Key Policy Actions 14 May, 2012 ROW Findings Figure 1 compares the percentages of the most common species found on the ROW during the inventory to the 10% Rule. Crapemyrtle and loblolly pine far exceed the recommended 10% maximum for a single species in a population comprising 19% and 15% of the inventoried ROW tree population, respectively. Willow oak, red maple (Acer rubrum), and holly (Ilex spp.) are approaching the 10% threshold as well. Parks Findings Figure 2 shows the estimated percentages of the most common species found in parks during the inventory. Tree stand data which represent approximately 10,000 trees from Birmingham Park are included in this study to provide a better look at the diversity found in parks. After extrapolation of stand data, it was found that loblolly pine greatly exceeds the recommended 10% maximum for a single species in a population comprising almost half (44%) of the park tree composition. Chinese privet is also prevalent comprising 14% of the population. American sweetgum (Liquidambar styraciflua) and tuliptree also approach the 10% threshold. Figure 2. Five most abundant species found in parks during the 2012 inventory. Data include estimation of species and counts from Birmingham Park stands. Total site count is estimated to exceed 10,000 trees based on stand collection protocols described in the Tree Inventory Data Collection Methods section of this Plan. loblolly pine Chinese privet American sweetgum tuliptree white oak Pinus taeda Ligustrum lucidum Liquidambar styraciflua Liriodendron tulipifera Quercus alba Milton 44%14%13%9%6% 10 % Rule 10%10%10%10%10% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50%Percent Milton 10 % Rule Pinus taeda Ligustrum lucidum Liquidambar styraciflua Liriodendron tulipifera Quercus alba Community Tree Management Plan and Key Policy Actions 15 May, 2012 Discussion of Findings Most loblolly pines on the ROW in parks are remnants of Milton’s past agrarian use. The American sweetgums and tuliptrees are probably relics of past hardwood forests. The dominance of pines and Piedmont forest-type hardwoods in the landscape is no surprise. However, loblolly pine dominates the streets and park. Its abundance in the landscape make it a concern and a limiting species in terms of biodiversity. Also, it is southern yellow pine and a target of the SPB. Considering the large quantity of l oblolly pine already present in the population and its susceptibility to SPB, the planting of loblolly pine for any purpose other than timber should be limited to minimize the potential for loss should SPB threaten Milton’s community forests. American sweetgum or tuliptree can still be planted in a growspace that accommodates large-stature trees; however, other large-stature species should be planted whenever possible to increase species diversity. These trees should be used only when a landscape pattern specifies their use. See Appendix B for a recommended tree species list for planting. While the dominance of loblolly pines may be considered historical and the presence of American sweetgum and tuliptree may be reminiscent of the Piedmont forest, the abundance of crapemyrtle on the ROW is most likely a product of landscape plantings. Because crapemyrtle comprised 19% of the inventoried ROW population, the City should limit the planting of it in favor of other small -sized trees until the distribution normalizes. Appendix B contains a list of tree species categorized by mature tree size, including smaller sized trees that can be planted in lieu of crapemyrtle , that are appropriate for the community. Chinese privet is prevalent in community parks and was found on some ROWs. It is an exotic, invasive pest that can overtake native habitats and oust desirable species. A plan of action should be in place to combat Chinese privet to ensure it does not disrupt the plant and animal communities present and change the character of the community. Community Tree Management Plan and Key Policy Actions 16 May, 2012 Diameter Size Class Distribution Traditionally a projection of forest stand condition through time, the distribution of diameter size classes can be used to assess the structure of the urban forest. Analyzing the diameter distribution of size classes within a managed population provides insight into the maturity of the population as well as maintenance practices and needs. The following diameter size classes, based on measured DBH, were used: 0 to 8 inches, 9 to 17 inches, 18 to 24 inches, and greater than 24 inches. These categories were chosen because of their congruency with the work of Richards (1983). Richards proposed an ideal diameter size class distribution for street trees based on observations of well -adapted trees in Syracuse, New York. Richards’ ideal distribution suggests that the largest fraction of trees (40% of the total) should be young with DBHs less than 8 inches, while only 10% should be in the large-diameter size class (>24 inches). A tree population with a trend like the ideal will have an abundance of newly planted and young trees. Established, mature, and overmature trees will be present but found in lesser quantities. The presence of all sizes and thus ages of trees in a population is important because it ensures continual canopy, maximizes the environmental benefits provided by trees, and spreads out maintenance costs. Newly planted trees are especially important to the livelihood of tree population. They are the future of the community forest. They fill in gaps in existing canopy which may have been caused by past storm events and new development, or the lack of a formal tree planting program. New tree plantings are also the successors of the existing mature tree canopy. Overall Findings Figure 3 compares Milton’s diameter size class distributions of ROW and park trees (excluding Birmingham Park) to the ideal proposed by Richards (1983). Milton’s distribution for both populations trends toward the ideal; however, small trees (0- to 8-inch class) outweigh the ideal by over 10% for each population while larger diameter size classes fall short. Figure 3. Comparison of Milton's diameter size class distribution for ROW and park trees to the ideal distribution. Data from Birmingham Park were not used because of collection protocols that included stands of trees. 0" - 8"9" - 17"18" - 24"> 24" Milton's ROWs 55%22%15%7% Milton's Parks 67%13%11%8% Ideal 40%30%20%10% 0% 10% 20% 30% 40% 50% 60% 70% 80%Percent Milton's ROWs Milton's Parks Ideal Community Tree Management Plan and Key Policy Actions 17 May, 2012 Discussion of Findings Even though it may appear that Milton may have too many small-sized trees that is not the case. Actually, Milton has too few medium- and large-sized trees and, thus, the distribution is skewed. Milton must continue to plant trees. T hey must enact a strong planting and maintenance program to ensure young, healthy trees are in place to fill in gaps in tree canopy and provide for gradual succession of older community trees. The City must encourage tree preservation and mature tree care to ensure mature trees survive as long as possible. Tree planting and tree care will allow the distribution to normalize over time. It is a reality that trees will die naturally, fail due to difficult urban growing conditions, or be lost to natural and human-influenced events. Managers can expect 1% of the tree population to die from natural causes or natural or human-influenced events each year. Planning for the replacement of existing canopy and finding the best places to create new canopy is critical if tree cover is to be maintained or increase through time. Community Tree Management Plan and Key Policy Actions 18 May, 2012 General Health In this Plan, the general health of the tree population was characterized by the most prevalent condition assigned during the inventory. In some situations when no one condition dominates, the general health of the tree population may be described as a range such as “Fair to Good”. Davey assessed the condition of individual trees based on methods defined by ISA. Several factors were considered for each tree, including but not limited to: root characteristics; branch structure; trunk, canopy, and foliage condition; and the presence of pests. Conditions assigned included Excellent, Very Good, Good, Fair, Poor, Critical, and Dead. Due to collection procedures, Birmingham Park is excluded from the analysis. Overall Findings For analyses, Figure 4 lists the number of trees in each condition class for the ROW and parks data separately (Birmingham Park is excluded). Although viewed separately, a similar trend is present for ROW and park trees. Fair was the most collected tree condition for both populations, making up approximately 80% of the condition ratings assigned to each population. Trees found to be in Good condition were the next most abundant, making up approximately 10% of each population. Based on the dominance of Fair trees on both the ROW and in parks, the general health of the overall community forest can be stated as Fair. A Fair community forest is a sign of normality. Discussion of Findings Even though the condition of Milton’s urban forest is typic al, the conditions found lent some insight into maintenance needs and historical maintenance practices. The following can generally be said of Milton’s trees and other needs: The similar trend in tree condition across ROW and park trees reveals that growing conditions and/or past management of trees were consistent. Inventoried species exhibited conditions typical of trees growing in an urban setting. All Dead trees and trees in Critical condition should be removed because of their failed health. These trees most likely will not recover even if care is increased. , Figure 4. Tree conditions found along the ROW and in Parks during the 2012 inventory. Data from Birmingham Park were not used because of collection protocols that included tree stands. ROW Parks (Birmingham Park Excluded) Excellent 0 0 Very Good 5 0 Good 205 47 Fair 1,614 291 Poor 102 23 Critical 13 3 Dead 28 2 0 500 1,000 1,500 2,000 2,500 Number of Trees Community Tree Management Plan and Key Policy Actions 19 May, 2012 Younger trees rated in Fair or Poor condition may benefit from improvements in structure which through time may improve their condition and general health. In most cases, pruning that follows current professional standards such as the ANSI A300 Standards can be employed. Poor condition ratings given to mature trees were generally due to visible signs of decline and stress, including, but not li mited to, decay, dead limbs, sparse branching, or poor structure. These trees will require corrective pruning and regular inspections and possible intensive plant health care (PHC) to improve their condition and health. Related to the long-term general health of community forests is the need for proper tree care practices. Many of the newly planted trees were improperly mulched or had staking hardware attached to them long after it should have been removed. Using only TCIA accredited companies to perform tree maintenance and providing education to both City workers and the public will i mprove the general health of community forests. Community Tree Management Plan and Key Policy Actions 20 May, 2012 Tree Benefit Analysis Community forests play an important role in not only supporting the quality of life in urban areas, but also improving it. Tr ees filter air, water, and sunlight; they provide shelter to animals and recreational areas for people. Trees moderate local climate, slow wind and stormwater, and shade homes and businesses. To quantify these benefits, the USDA Forest Service developed a suite of software called i-Tree which estimates the value and benefits urban forests provide. The USDA Forest Service worked with a collaborative of partners, including Davey, to develop i-Tree software. i-Tree Streets The i-Tree application Streets was used for this project to assess the ROW trees inventoried. Streets is a management and analysis tool that uses tree inventory data to quantify the dollar value of annual environmental and aesthetic benefits provided by trees including energy conservation, air quality improvement, CO2 reduction, stormwater control, and increases in property value. It estimates the costs and benefits of a street tree population and creates the following annual benefit reports that demonstrate the value street trees have and give to a community: Aesthetic/Other, Air Quality, Carbon Dioxide, Stored Carbon, Energy, Importance Values, Stormwater, Summary, and Total Annual Benefits, Net Benefits, and Cost for Public Trees. The following sections briefly discuss each report generated by Streets and the findings of this analysis. Reports Generated Aesthetic/Other Report: The Aesthetic/Other Report shows the tangible and intangible benefits of trees reflected in increases in property values described in dollars ($). Air Quality Report: The Air Quality Report quantifies the air pollutants (O3, Nitrogen Dioxide [NO2], SO2, PM10) deposited on tree surfaces, and reduced emissions from power plants (NO2, PM10, Volatile Oxygen Compounds [VOCs], SO2) due to reduced electricity use in pounds (lbs). Also reported are the potential negative effects of trees on air quality due to Biogenic Volatile Oxygen Compounds (BVOC) emissions. Carbon Dioxide Report: The Carbon Dioxide Report presents annual reductions in atmospheric CO2 due to sequestration by trees and reduced emissions from power plants due to reductions in energy use measured in pounds. The model accounts for CO2 released as trees die and decompose and CO2 released during the care and maintenance of trees. Stored Carbon Report: Whereas, the Carbon Dioxide Report quantifies annual CO2 reductions, the Stored Carbon Report tallies all of the carbon (C) stored in the community forest over the life of its trees as a result of sequestration. Carbon stored is measured in pounds as the CO2 equivalent. Energy Report: The Energy Report presents the contribution of the community forest toward conserving energy in terms of reduced natural gas use in winter in therms (th) and reduced electricity use for air conditioning in summer measured in Megawatt-hours (MWh). Community Tree Management Plan and Key Policy Actions 21 May, 2012 Importance Value: Importance Values (IV) are calculated for species that make up more than 1% of the population. The Streets IV is the mean of three relative values (percentage of total trees, percentage of total leaf area, and percentage of canopy cover) and can range from 0 to 100 with an IV of 100 suggesting total reliance on one species. IVs offer valuable information about a community’s reliance on certain species to provide functional benefits. For example, a species might represent 10% of a population, but have an IV of 25% because of its great size, indicating that the loss of those trees would be more significant than just their population percentage would suggest. Stormwater Report: The Stormwater Report presents reductions in annual stormwater runoff due to rainfall interception by trees measured in gallons (gal). Summary Report: The Summary Report presents the annual total of the Aesthetic/Other, Air Quality, Carbon Dioxide, Stored Carbon, Energy, and Stormwater Benefits. Results are presented in dollars per tree per year or annual total dollars. Total Annual Benefits, Net Benefits, and Costs for Public Trees Report: Total Annual Benefits are the citywide benefits and program costs summed according to category. If program costs are available, then net benefits are calculated as benefits minus costs. A benefit- cost ratio (BCR) (benefits divided by costs) can be calculated if program costs are submitted. The BCR lends insight into the effectiveness of an urban forestry program and demonstrates the value of that program to the community. The Benefits of Milton’s Community Forests Davey used only ROW data for the Streets assessment. Park tree data were excluded from the assessment because of the data collection protocol which included stands and because Streets was developed primarily to assess street tree populations. Streets results are provided on a CD-ROM accompanying this Plan. i-Tree Tools i-Tree Tools software was developed by the USDA Forest Service with the help of several industry partners including Davey. It provides tools that estimate the benefits and annual dollar values tree s provide to a community. More information about i-Tree can be found at www.itreetools.org. Community Tree Management Plan and Key Policy Actions 22 May, 2012 i-Tree Streets Inputs In addition to tree inventory data, Streets requires information specific to the cost to run a community’s tree management program. Costs incurred to perform tree pruning, removal, and planting; program administration; and data about the region in which the community is located including energy prices, property values, and stormwater costs are needed inputs to generate the environmental and economic benefits trees provide. If community program costs or local economic data are not available, then community program costs are not entered and Streets default economic inputs are used. If community program costs are not available, then the reporting function of the Streets Model will be limited to the estimation of tree benefits and net benefits, and the BCR will not be calculated. If program default economic inputs are used, they will be based on prices from the Reference City selected by the USDA Forest Service for the climate zone in which Milton is located. Milton is located in the South Climate Zone (formerly the Piedmont Climate Zone). The Reference City for the South Climate Zone is Charlotte, North Carolina. Streets’ default economic analyses use regional energy prices, property values, water prices, and stormwater costs. Regional energy prices, typical energy use, and water prices are collected from utility companies in the Reference City. Property values and land-use distribution (single-family residence, multi-family residence, commercial, etc.) are determined from Reference City data. Air pollutant emissions are calculated based on the regional mix of fuels used to produce electricity, natural gas consumption, and hourly weather data in the Reference City. Stormwater costs are estimated with the help of local stormwater officials in the Reference City. Prices for trees and tree maintenance are determined from surveys of municipal foresters and local arborists in the Reference City. All this information is incorporated into Streets as default economic values. Any default value can be adjusted for local conditions. To find out more about the default costs for Charlotte, North Carolina, see the Piedmont Community Tree Guide, Benefits, Costs, and Strategic Planting (McPherson, et al., 2006). Milton’s Inputs Specific management costs for the City’s community forestry program were not available at the time of this Plan and unadjusted program economic defaults were used. Because specific program costs were not known, the Net Annual Benefits, Cost for Public Trees, and BCR could not be calculated. Figure 5 summarizes the annual benefits and results for conveyable reports for the street tree population. Table 2 presents results for individual tree species from the Streets analysis. Promoting Milton's Urban Forest Tree Planting On-Demand Tree Pruning and Removal Program Administration Other Tree- Related Expenditures Arbor Day Program/Tree City USA Community Tree Management Plan and Key Policy Actions 23 May, 2012 Table 2. Benefit Data for Common Street Trees by Species Most Common Trees Collected During Inventory Number Trees on the ROW Percent of Total Trees Canopy Cover Benefit Provide By Street Trees Importance Value (IV) Aesthetic/ Other Stormwater Carbon Dioxide Stored Energy Carbon Sequestered Air Quality Common Name Botanical Name (%) (ft2) Average/$/Tree 0 - 100 (higher IV = more important species) crapemyrtle Lagerstroemia indica 372 18.9 46,564 3.7 1.99 0.78 1.74 0.26 0.63 7.9 pine, loblolly Pinus taeda 303 15.4 349,225 60.21 54.22 43.49 13.72 3.96 -15.05 24.9 oak, willow Quercus phellos 157 8 117,911 59.25 29.87 30.6 10.54 3.38 -4.34 10.2 maple, red Acer rubrum 133 6.8 68,176 44.63 17.33 14.3 7.13 1.94 2.04 6.1 holly Ilex spp. 130 6.6 14,441 1.45 1.85 2.45 1.47 0.33 0.91 2.7 plum Prunus spp. 94 4.8 27,598 13.85 5.86 2.25 4.09 0.65 1.52 2.7 cedar, northern white Thuja occidentalis 94 4.8 19,526 5.47 5.39 4.31 2.62 0.64 1.56 2.4 tuliptree Liriodendron tulipifera 68 3.5 109,663 87.63 76.91 98.42 20.35 6.07 -15.76 9.4 privet glossy Ligustrum sinense 67 3.4 1,548 1.44 0.38 0.03 0.32 0.03 0.18 1.2 maple, sugar Acer saccharum 56 2.8 32,831 44.36 13.54 9.25 8.33 2.13 2.49 2.4 cedar, eastern red Juniperus virginiana 44 2.2 16,978 5.77 9.37 12.49 4.44 1.13 2.84 1.4 oak, water Quercus nigra 39 2 70,666 85.11 85.59 115.71 21.82 6.71 -12.29 5.9 magnolia, southern Magnolia grandiflora 36 1.8 8,893 10.66 7.06 3.13 2.99 0.44 1.11 1 dogwood, flowering Cornus florida 35 1.8 9,167 6.67 4.9 8.17 3.64 1.02 1.45 0.9 American sweetgum Liquidambar styraciflua 35 1.8 40,303 79.21 51.53 39.07 15.16 3.72 -15.79 3.4 cherry, black Prunus serotina 21 1.1 12,128 48.67 21.93 21.28 8.22 2.65 -2.85 1.1 elm Ulmus x hybrid 20 1 2,012 9.71 2.61 1.89 1.45 0.41 0 0.4 other street trees ~22 genera of varying species 263 13.3 174,826 32.84 27.16 35.69 8.43 2.49 -2.21 16 ROW Total ~37 genera and ~61 species on the ROW 1,967 100 1,122,456 31.63 22.93 22.9 7.29 2.03 -3.41 100 Community Tree Management Plan and Key Policy Actions 24 May, 2012 Annual Benefits The Streets model estimated that the inventoried ROW trees provide annual benefits equal to $119,017. Simply stated, this means that because of street trees, $119,017 was not spent to cool buildings, manage stormwater, and clean the air. Additional, community aesthetics were improved and property values increased merely because of the presence of trees. On average, it can be said that one tree provides an annual benefit equal to $60.48. If the City plants more trees, the costs to heat and cool buildings, provide clean er air, and manage stormwater should be reduced by $60.48 for each tree planted. Likewise, if trees are removed or lost, costs may increase by the same amount. The assessment found that aesthetics and other tangible and intangible benefits trees provide were the greatest value to the community. Approximately half of the total annual net benefits were due to increases in property value because of the presence of trees . In addition to increasing property values, trees also augmented stormwater management. The ROW trees alone intercepted over 4.5 million gallons of rainfall which equates to a savings in City stormwater management costs of $45,135. Overall, 38% of the annual net benefits ROW trees provide augment stormwater management. Energy conservation and reductions in CO 2 are important but account for lesser amounts of work performed by community trees. Energy reductions accounted for 12% and CO2 reductions for 3% of the total annual net benefits. The effect of community forests on air quality was negative due to the emission of natural BVOC from trees. This effect is discussed in detail in the Air Quality Benefit se ction. Figure 5. Annual per tree aesthetic/other, stormwater, energy, carbon dioxide, air quality and total annual benefits calculated using Streets. Aesthetic/Other Benefits Stormwater Benefits Energy Benefits Carbon Dioxide Benefits Air Quality Benefits Total Annual Benefits Total Dollars/Year $62,249 $45,135 $14,343 $3,999 $(6,709)$119,017 $31.63/Tree/Year $22.93/Tree/Year $7.29/Tree/Year $2.03/Tree/Year $-3.41Tree/Year $60.48/Tree/Year $(20,000) $- $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 Community Tree Management Plan and Key Policy Actions 25 May, 2012 Aesthetic/Other Benefits The total annual benefit associated with property value increases and other tangible and intangible benefits because of the presence of street trees was $62,249. The average benefit per tree equaled $31.63 per year. The trees which made the biggest impact in the determination of aesthetic/other benefits were loblolly pine, willow oak, and tuliptree. Their values totaled 45% of the annual aesthetic/other benefit provided by the street tree population. Loblolly pine and willow oak were found in greater abundance than most species, except crapemyrtle, and their presence (23% of ROW population) along with their conditions and function account for their value. Tuliptree, water oak (Quercus nigra), and American sweetgum also greatly contribute to the aesthetic value of the community forest even though they are not as dominant on the streetscape (7% of ROW population). These trees have individual aesthetic and other annual values in excess of $79 per tree. Crapemyrtle, the most dominant species on the ROW (19%), has an aesthetic/other annual per tree value of only $3.70. Air Quality Benefits The inventoried ROW tree population removes 829.8 lbs. of air pollutants through deposition and avoids 956 lbs. annually. Even with the removal of air pollutants, the ROW trees have a net negative impact (-48.1 lbs.) on community air quality. This somewhat surprising result is due to the abundance of trees in the community forest, such as pine, which naturally emit high quantities of BVOCs as gases. When the BVOC gases are emitted from trees and exposed to sunlight in the air, they react to form tropospheric ozone, a harmful gas that pollutes the air and damages vegetation. In Milton’s inventoried tree population, the number of high BVOC-emitting trees outweighs the number of low emitters. The current ROW trees emit -2,233 lbs. of BVOCs per year. Using the annual per tree values in Table 2, the individual tree species American sweetgum, tuliptree, loblolly pine, and water oak had the greatest adverse impact on air quality based on their annual per tree average values which ranged from $12.29 to $15.79. The trees which afforded the most benefits based on the annual per tree average value were eastern red cedar (Juniperus virginiana) and sugar maple (Acer saccharum) providing $2.84 to $2.49, respectively. A common example of a natural BVOC is the gas emitted from pine trees, which creates the distinct smell of a pine forest. Community Tree Management Plan and Key Policy Actions 26 May, 2012 Stored Carbon and Annual Carbon Dioxide Benefits Trees take in CO2 that is emitted into the air and store some of it, keeping it from getting into the upper atmosphere where it can react with other compounds and form gases like ozone, which adversely affect air quality. The results below discuss the findings of the Stored Carbon Report which demonstrate the amount of C stored by the trees over their current lifespan and of the Carbon Dioxide Report which presents annual reductions in atmospheric CO2 due to sequestration by trees and reduced emissions from power plants due to reduced energy use. When calculating annual reductions, the Streets model accounts for increases in CO2 when it is released into the atmosphere as trees die and decompose and during the care and maintenance of trees. The Streets analysis found that inventory ROW trees store 2,731 tons of C (measured in CO2 equivalents). This amount is equal to the amount of C they have amassed during their lifetimes. On an annual basis, through sequestration and avoidance, 242.3 tons of CO2 are removed each year. Water oak provided the most carbon storage and annual carbon benefits based on its annual per tree average value, storing $115.71 and sequestering $6.71. Energy Benefits The contribution of the ROW trees towards conserving energy is reflected in its ability to shade structures and surfaces, reduce electricity use for air conditioning in summer, and divert wind in the winter reducing natural gas use. Based on the inventoried ROW trees, the annual electric and natural gas savings are equivalent to 128.82MWh of electricity and 4,367th of natural gas. When converted into dollars and cents using Reference City default economic data, this accounts for a savings of $14,343 in energy consumption each year. Loblolly pine contributed to the annual energy benefits ($13.72/tree) of the community forest, but its contribution was mostly due to its dominance on the streets. Fifteen percent (15%) of the ROW population was loblolly pine. Other tree species, specifically tuliptree and water oak, contributed more to reduce energy usage on a per tree basis. The value these trees provide exceeds $20 per tree annually although they comprise only 3.5% and 2% of the population, respectively. These large, leafy canopies provide shade which reduces energy usage and increases their value. Smaller trees inventoried, such as crapemyrtle, holly, and elm (Ulmus x hybrid.), were found to have smaller reductions in energy usage on a per tree basis. Crapemyrtle, the seemingly most planted tree on the ROW, is valued at only $1.74 per tree. Photograph 7. Trees help create and enhance the character of a community and also improve the quality of life there. Trees filter air, water, and sunlight, moderate local climate, slow wind and stormwater, shade homes, and provide shelter to animals and recreational areas for people. Crapemyrtle (Lagerstromia indica) 19% of ROW 5MWh Electricity 272th Natural Gas $1.74Average $/tree Loblolly Pine (Pinus taeda) 15% of ROW 40MWh Electricity 1,045th Natural Gas $13.72 Average $/tree Tuliptree (Liriodendron tulipifera) 3.5% of ROW 13MWh Electricity 416th Natural Gas $20.35 Average $/tree Water Oak (Quercus nigra) 2% of ROW 48MWh Electricity 232th Natural Gas $21.82 Average $/tree Community Tree Management Plan and Key Policy Actions 27 May, 2012 Stormwater Benefits Rainfall interception by trees can help reduce the costs to manage stormwater runoff. The ROW trees alone intercept 4,558,806 gallons of rainfall annually (Table 3). The estimated average savings for the City in the management of stormwater runoff because of street trees is $45,135 annually. Looking at the ROW population, loblolly pine contributed most of the annual stormwater benefits. The population of loblolly pines (15% of ROW) intercepted approximately 1.6 million gallons of rainfall. The most dominant species on the ROW, crapemyrtle (19% of ROW), only intercepted approximately 74,000 gallons of rainfall. On a per tree basis, large trees with leafy canopies provided the most value. Tuliptree and water oak comprised 3.5% and 2% of the ROW population, respectively. Tulip tree absorbed 7.5 times more gallons of rainfall than crapemyrtle and water oak, 4.5 times more gallons than crapemyrtle. Once again, large-statured trees with big canopies created the greatest benefits. Importance Value Understanding how important a tree species is to the community is based not only on its presence on the ROW but also its ability to provide environmental and economic benefits to the community. The IV calculated by the Street computer model takes into account the total number of trees of a species, its percentage in the population, and its total leaf area and canopy cover. The IV can range from 0 to 100 with an IV of 100, suggesting total reliance on one species. If IV values are greater or less than the percentage of a species on the ROW, it indicates that the loss of that species may be more important or less important than its population percentage infers. The Streets IV assessment found that loblolly pine has the greatest IV in the ROW population. Its IV is 24.9. Loblolly pine makes up 15% of the ROW. Its IV is greater than its percent and that indicates its loss would be more significant than its percentage indicates. The second highest IV was for willow oak (10.2) followed by tuliptree (IV, 9.4) and crapemyrtle (IV, 7.9). The abundances of willow oak (8%) and tuliptree (4%) on the ROW are not as great as crapemyrtle (19%), but their IVs are greater. This is likely because they are large-growing, broadleaf species by nature and their size and canopy provide more environmental benefits to the community. The IV for crapemyrtle is much less than its percentage of the population indicating that if it was lost, it would not be as significant as it appears to be. Table 3. Stormwater Benefits Provided by ROW Trees Most Common Trees Collected During Inventory Number Trees on the ROW Percent of Total Trees Total Rainfall Interception Common Name Botanical Name (%) (gal) crapemyrtle Lagerstroemia indica 372 18.9 74,661 pine, loblolly Pinus taeda 303 15.4 1,659,312 oak, willow Quercus phellos 157 8 473,614 maple, red Acer rubrum 133 6.8 232,846 holly Ilex spp. 130 6.6 24,271 plum Prunus spp. 94 4.8 55,637 cedar, northern white Thuja occidentalis 94 4.8 51.183 tuliptree Liriodendron tulipifera 68 3.5 528,262 privet glossy Ligustrum sinense 67 3.4 2.565 maple, sugar Acer saccharum 56 2.8 76,562 cedar, eastern red Juniperus virginiana 44 2.2 41,635 oak, water Quercus nigra 39 2 337,154 magnolia, southern Magnolia grandiflora 36 1.8 25,664 dogwood, flowering Cornus florida 35 1.8 17,325 American sweetgum Liquidambar styraciflua 35 1.8 182,180 cherry, black Prunus serotina 21 1.1 46,509 elm Ulmus x hybrid 20 1 5,279 other street trees ~22 genera of varying species 263 13.3 724,147 ROW Total ~37 genera and ~61 species on the ROW 1,967 100 4,558,806 Community Tree Management Plan and Key Policy Actions 28 May, 2012 Discussion of Findings The Streets analysis found that ROW trees provide environmental and economic benefits to the community just by their mere presence on the streets. Currently, the aesthetic/other benefits provided by ROW trees were rated as having the greatest value to the community. Trees increase property values. In the growing community of Milton, that is very important because solid economic growth is desired. In addition to increasing aesthetics and property values, trees also help manage stormwater through rainfall interception, provide shade and windbreaks that reduce energy usage, and store and sequester CO2. Even though these environmental benefits were not found to be as great as the aesthetic/other benefits, they are noteworthy, and especially the work trees do to intercept rainfall and reduce runoff. Over 4.5 million gallons of rainfall is absorbed by only 1,967 ROW trees. Air quality is impaired by the number of high BVOCs emitting trees; however, this effect can be offset by smart tree planting efforts. The Streets study found that, currently, the most influential tree along Milton’s ROWs is the loblolly pine. If it was lost to SPB or other threats, its loss would be felt more than the community may realize. To increase the benefits community forests provide, the City should plant young, large-stature species that are low emitters of BVOCs wherever possible. Leafy, large-stature trees consistently created the most environmental and economic benefits. Following is a list of the tree species developed by David Nowak and the USDA Forest Service, Northeastern Research Station for improving air quality (ICLEI, 2006). Betula nigra, river birch Celtis laevigata, sugar hackberry Fagus grandifolia, American beech Metasequoia glyptostroboides, dawn redwood Tilia cordata, littleleaf linden Tilia europea, European linden Tilia tomentosa, silver linden Ulmus americana, American elm Ulmus procera, English elm Community Tree Management Plan and Key Policy Actions 29 May, 2012 Canopy Assessment i-Tree Canopy was used to conduct a land cover assessment for a project area which extended to the Milton city limits and included 25,039 acres. Ten land cover types, including tree cover, were assessed using Canopy. The City of Milton’s Planning Department completed the study using protocols outlined in the i-Tree Canopy Technical Notes (USDA Forest Service and The Davey Tree Expert Company, 2011) during the period of March 5 through March 20, 2012. The imag ery used for the study was 2012 Google Earth Terrametric aerial photography. The following the steps were performed by the City: 1. Imported a GIS file that delineated the City limits. 2. Selected the following land cover classes from Canopy’s default selections: o Tree Forest—Tree, non-shrub among other trees o Impervious—Pavement or building o Grass/Pasture—Grass, pasture, or golf course o Shrub—Shrub, non-tree o Barren—Exposed dirt area o Gravel Road—Linear gravel/dirt area o Water—Water bodies o Tree Island—Tree with two impervious sides o Tree Single—Tree not among other trees, surrounded by pervious o Unknown—Unable to categorize cover class 3. Allowed the Canopy software to randomly lay points onto Google Earth imagery within the boundary (the number of points generated was determined by the City). 4. Looked at 2,504 points and identified the land cover class each point fell upon. 5. Obtained results from the Canopy software reporting tool. Limitations Interpretation of land cover classes is performed from an aerial image and is limited by the a bility of the user to classify each point into its correct class. Another limitation of this process is that the Google imagery may be difficult to interpret in all areas due to relatively poor image resolution (e.g., image pixel size), environmental factors, or poor image quality. i-Tree Canopy i-Tree Canopy is a software tool designed by USDA Forest Service in cooperation with The Davey Tree Expert Company. It allows easy and accurate estimation of tree and other land cover classes (e.g., grass, building, roads, etc.) within a defined area, such as a city’s limits. Community Tree Management Plan and Key Policy Actions 30 May, 2012 Overall Findings Ten different land cover classes ranging from forests with large trees to imper vious surfaces made up of pavement and buildings were identified during the assessment. Tree canopy (sum of the land cover classes: Tree Forest, Tree Island, and Tree Single) covers approximately 58% of the City limits. Grass and Pasture land cover accounts for 24%, impervious land cover accounts for 13%, and all other land cover types make up 5% of the City (Figure 6). Figure 6. Canopy and land cover assessment results for the Milton city limits. Assessment performed using i-Tree Canopy. Tree Forest Impervious Grass/Pasture Shrub Barren Gravel Road Water Tree Island Tree Single Unknown Percent Cover 55.60%12.50%24.00%1.48%1.52%1.08%1.68%0.28%1.48%0.32% 0% 10% 20% 30% 40% 50% 60%Percent Community Tree Management Plan and Key Policy Actions 31 May, 2012 The Standard Error ranged between ±.99% for Tree Forest to ±.11% for T ree Island and Unknown (Figure 7). For the methods used to calculate Standard Error and Confidence Intervals, see the i-Tree Canopy Technical Notes (USDA Forest Service and The Davey Tree Exp ert Company, 2011). Figure 7. Percentage and standard error results for the land cover and canopy assessment. Impervious Impervious Community Tree Management Plan and Key Policy Actions 32 May, 2012 Discussion of Findings According to the Georgia Model Urban Forest Book (Georgia Forestry Commission, 2001), a rural area is characterized by forested areas, occasional fields, and scattered housing and commercial buildings associated with farming and forestry land uses. Based on Mi lton’s land cover assessment, at this time, it is an ideal rural area characterized by ample tree cover and pasture and grass lands, limited impervious surfaces, and scattered development. To preserve its rural character, Milton should maintain its percentages of tree canopy and grass and pasture land covers, and limit the increase of the amount of impervious surfaces through smart growth and considering the use of technology like engineered systems designed to grow big trees while increasing infiltration at the site . Models for Building the Urban Forest The Georgia Model Urban Forest Book (Georgia Forestry Commission, 2001) suggests three models for building the urban forest: Public Education Model, Ownership Model, and the Regulation Model. The models focus on policy tools that communities can use to maintain and expand their tree canopy at differing levels of community structure and at different times during the development cycle. A successful program will pursue all three policy models. The following briefly describes each model: Public Education Model The Public Education Model involves the city in the education of citizens or groups who will set t he vision for the future and support the planning, implementation, and maintenance of trees and forests. This model attempts to change attitudes towards trees and foster a larger acceptance of tree canopy. Tools within this model include developing programs to convince private owners of tree planting benefits, programs to stimulate and fund tree planting on private property, and organization and support of citizen action groups. These are groups who will become involved in or support tree planting and other urban forest issues such as increased spending on planting and maintenance and stronger tree ordinances. Ownership Model The ownership model involves the purchase of land or easements by public entities or private non -profit organizations for the establishment of trees and forests. Tools within the ownership model include public purchases of land, private land trust purchases of land, modification of existing public lands for tree planting, and design or redesign of transportation and utility ROWs to incorporate tree planting. Regulation Model The regulation model consists of developing legal tools for preserving and planting trees and forests on public and private lands. Tools within the regulation model include tree preservation and planting ordinances, modifications to development guidelines or regulations for the purpose of preserving and planting more trees, and use of environmental regulations that acknowledge the benefits of trees. The regulation model must begin by establishing a consensus within the community at large, on core issues of the importance of improving the urban forest canopy. The use of this model will have to overcome great political difficulty to write changes to existing laws acceptable to the public and the development community. While the effort will be challenging, the effectiveness of strong laws can be enormous. It will be impossible to achieve significant improvements in the urban forest canopy without finding successful way s to use this model. Community Tree Management Plan and Key Policy Actions 33 May, 2012 Growing Trees and Limiting Impervious Surfaces Creating functioning streetscapes with limited impervious surfaces and ample large-sized trees is not an easy task. However, the use of engineered systems designed to increase infiltration and grow trees may help. Parking lots, streetscapes, sidewalks, plazas, and other common areas can be designed to utilize permeable pavements, structural soil, suspended pavement or structural cells, and/or stormwater tree pits, to help limit the amount of impervious surface, increase infiltration, and maintain or grow canopy cover as the City develops. These systems can create space for trees to grow while protecting roots from compaction and allowing stormwater runoff and irrigation to infiltrate the ground surface. Innovative streetscapes that employ engineered systems are being achieved in urban environments including Charlotte, North Carolina; Key West, Florida; and Philadelphia, Pennsylvania, Charlotte, North Carolina ultizes suspended pavement to grow big trees in their downtown business district Key West, Florida uses permeable pavement as a surface over tree pits to protect tree roots from compaction while allowing for inflitration of water Philladephia, Pennsylvania employs stormwater tree pits to capture runoff Community Tree Management Plan and Key Policy Actions 34 May, 2012 Section 4: Tree Management Program (ROW and Parks) This tree management program was developed to uphold Milton’s comprehensive vision for preserving its rural character. It is a five-year program based on the tree inventory data, tree benefit analysis, and c anopy assessment. The program was designed to reduce risk through prioritized tree removal and pruning and improve tree health and structure through cyclic pruning. Tree planting to mitigate removals and increase canopy cover and public outreach are important parts of the program as well. The management program addresses ROW trees separately from park trees. The implementation of this program is and will always be an ongoing process. To accomplish this program, work must be done every year, every month of the year, and possibly every day of the month. However, tree work must always be prioritized to reduce the level of risk in the community forest. To reduce risk, Davey recommends completing the work found during the inventory based on the risk rating assigned AND routinely inspecting community trees so that any new higher-risk trees can be added to the list and be alleviated systematically. Cyclic pruning, tree planting, and public outreach should be done throughout the program ; however, priority work (especially trees rated as having Severe and High Risk) may take precedence at times to ensure risk in the community forest is managed. •Peform tree maintenance immediately to reduce hazards •Includes tree removal and pruning •Mostly high use areas Severe Risk •Perform tree maintenance immediatley to reduce hazards and improve tree health •Includes tree removal and pruning •Generally high use areas High Risk •Perform tree maintenance as soon as possible to improve tree health •Includes tree removal and pruning •May be high or lower use areas Moderate Risk •Perform tree maintenance when convenient to improve aesthetics and eliminate nuisance trees and stumps •Includes tree and stump removals and pruning •Mostly low use areas but may be higher use areas as well Low Risk Community Tree Management Plan and Key Policy Actions 35 May, 2012 Priority Versus Proactive Maintenance For many communities, a proactive tree management program is a luxury and “putting out fires” or an on-demand response to crisis situations in the community forest is the norm. However, research has shown that a proactive program which includes a routine pruning cycle improves tree health (Miller and Sylvester, 1981). In addition to improving tree health, proactive tree maintenance has many management advantages over priority tree maintenance. The biggest advantage is reduced risk. Since trees are assessed and pruned regularly, most defects are found and eliminated before they escalate into situations that have unacceptable levels of risk associated with them. Other advantages of a proactive program are more predictable budgets and projectable workloads, reduced long-term tree maintenance costs, and increased environmental and economic benefits from trees. Davey identified maintenance needs that are of importance to the management of the tree population. Maintenance recommendations were determined from visual observations made from the ground and based on ANSI A300 Standards. The structure and function of roots, trunk, scaffold branches, and canopy, as well as each tree’s location relative to streets, sidewalks, utilities, signs, buildings, and tr affic control devices, were taken into consideration during the assessment. Each tree inventoried was assigned a primary and secondary maintenance need. The primary maintenance need focused on the type of tree work needed to reduce risk. The secondary maintenance need may be risk oriented, such as raising the crown for clearance, but generally it was geared toward improving the structure of the tree and enhancing aesthetics. Other maintenance oriented data fields were collected to help identify conflicts with infrastructure and the need for further inspection of individual trees with aerial lifts or differing technology than used during the inventory to identify concerns. Why Prune Trees on a Cycle? Miller and Sylvester (1981) examined the frequency of pruning for some 40,000 street and boulevard trees in Milwaukee, Wisconsin. They documented a decline in tree health as the length of the pruning cycle increased. When pruning was absent for more than 10 years, average tree condition was rated 10% lower than when trees had been pruned within the last several years. Miller and Sylvester suggested that a pruning cycle of five years is optimal for urban trees. Figure from Miller and Sylvester (1981) Community Tree Management Plan and Key Policy Actions 36 May, 2012 Priority Maintenance The purpose of identifying and ranking the priority maintenance needs of the community forest is to enable managers to prioritize tree work based on observed risk. Once tree work is prioritized, it can be accomplished systematically to eliminate the greatest risk and liability first (Stamen, 2011). Risk is a graduated scale that measures the potential danger associated with a tree. A tree is considered hazardous when the potential danger associated with it exceeds the level of risk that is acceptable by the governing agency. It is important to understand that managing trees for risk reduction can provide many benefits including: Lower frequency and severity of accidents, damage, and injury. Fewer expenditures for claims and legal expenses. Healthier, long-lived trees. Over time, fewer tree removals. Over time, lower tree maintenance costs. Regular inspection of trees and performance of cyclic tree maintenance generally reduces the risk of failure as problems can be found and addressed before they escalate. How Risk Was Assessed During the Inventory All community forests have inherent risks of tree or tree part failure. During the inventory, Davey performed a risk assessment and that assessment was used to assign a risk rating to each tree. To rate each tree, Davey used a protocol based on the USDA Forest Service Community Tree Risk Rating System (Pokorny, et.al, 2003). The probability of failure, size of defective part, probability of target impact , and other risk factors were evaluated for each tree inventoried and assigned and independent point value (see below for description of the point system). The independent values are summed to generate the risk rating. Acceptable Risk The determination of acceptable risk ultimately lies with the City. Unfortunately, it is a reality that all trees have risks associated with them. The location of a tree is an important factor in the determination and the acceptability of risk for any given tree. The level of risk associated with a tree increases as the frequency of human occupation increases in the vicinity of the tree. Therefore, a tree located next to a heavily traveled street will have a higher level of risk than an identical tree in an open field. Size of Tree and Severity of Defect Frequency of Human Occupation Community Tree Management Plan and Key Policy Actions 37 May, 2012 Probability of Failure (1–4 points). Identifies the most likely failure and rates the likelihood that the structural defect(s) will result in failure based on observed, current conditions. Size of Defective Part (1–3 points). Rates the size of the part most likely to fail. Probability of Target Impact (1–3 points). Rates the use and occupancy of the area that would be struck by the defective part. Other Risk Factors (0–2 points). This category is used if professional judgment suggests the need to increase the risk rating. It is especially helpful when growth characteristics become a factor in risk rating. For example, some tree species have growth pattern s that make them more vulnerable to certain defects such as weak branch unions and branching shedding. Once the risk rating is calculated, a level of risk is assigned to each tree based on its risk rating. Severe Risk trees have a risk rating of 9 or 10; High Risk trees, 7 or 8; Moderate Risk trees , 5 or 6; and Low Risk trees have a risk rating of 3 or 4. A tree assigned a Risk of None has a risk rating equal to zero and is used for stumps or vacant planting sites only. Ultimately, the assigned risk rating allows for prioritization of tree maintenance work. Usually trees with elevated levels of risk (Severe or High Risk) are removed or the defects that warranted their risk rating are eliminated via pruning. However, in some situations, risk can be reduced by adding support to the tree (cabling or bracing) or by moving the target away from the tree. Davey only recommends removal or pruning to alleviate risk. In special situations, such a s significant or memorial tree or a tree in an historic area, Milton may decide that cabling. Bracing, or moving the target may be an option for alleviating risk. Severe Risk (Risk Rating 9 or 10) Trees described as Severe Risk have defects that cannot be cost-effectively or practically treated. The majority of the trees in this category have multiple and significant defects present in the trunk, crown, or critical root zone. Defective trees and/or tree parts are generally larger than 20 inches in diameter and found in areas of frequent occupation, such as a main thoroughfare, congested street, and/or near a school. High Risk (Risk Rating 7 or 8) Trees designated as High Risk have defects that may or may not be cost- effectively or practically treated. The majority of the trees in this category have multiple or significant defects affecting more than 40% of the trunk, crown, or critical root zone. Defective trees and/or tree parts are generally 4 to 20 inches in diameter and found in areas of frequent occupation, such as a main thoroughfare, congested street, and/or near a school. Moderate Risk (Risk Rating 5 or 6) Trees described as Moderate Risk have defects that may be cost-effectively or practically treated. The majority of trees in this category exhibit several moderate defects affecting less than 40% of a tree’s trunk, crown, or critical root zone. These trees may be in high, moderate, or low use areas. Low Risk (Risk Rating 3 or 4) Trees designated as Low Risk have minor visible structural defects or wounds and are typically found in areas with moderate to low use areas. None (Risk Rating 0) Used for planting sites and stumps. Community Tree Management Plan and Key Policy Actions 38 May, 2012 Praoctive Maintenance Proactive tree maintenance requires that trees are managed and maintained under the watchful eye of an individual, department, or agency. Typically, tree work is performed during a cycle. Individual tree health and form are addressed “routinely” during the cycle. When trees are planted, they are planted selectively and with purpose. Ultimately, proactive tree maintenance should reduce crisis situations in community forests as every tree in the managed population is visited, assessed, and maintained on a regular basis and tree planting is planned. Davey’s recommended proactive tree maintenance includes cyclic pruning, inspections, and tree planting. Cyclic Pruning The goal of cyclic pruning is to visit, assess, and prune trees on a regular schedule to improve health and reduce risk. Typically, Davey recommends that pruning cycles begin after all Severe and High Risk trees are corrected through priority removal or pruning. However, because of the long-term benefit that will come from the implementation of cyclic pruning, Davey may recommend it be implemented sooner. To ensure all trees receive the type of pruning they need to mature with better structure and fewer hazards, two pruning cycles, the Young Tree Training Cycle (YTT Cycle) and the Routine Pruning Cycle (RP Cycle), are recommended. The cycles differ in the type of pruning, the general age of the tree they target, and the length of the cycle. YTT Cycle Young trees generally have a DBH of six inches or less. Sometimes young trees have branch structures that can lead to potential problems as the tree ages. Codominant leaders, many limbs attaching at the same point on the trunk, or crossing/interfering limbs are common problems young trees can have. If these problems are not corrected, they can become worse as the tree grows older, and may increase risk and create potential liabilities. During the YTT Cycle, pruning is performed to improve tree form or structure. The recommended length of the YTT Cycle is three years because young trees tend to grow at faster rates (on average) than more mature trees. RP Cycle The RP Cycle includes all small and large trees (most trees with a DBH greater than six inches) that need cleaning, crown raising, and reducing to remove deadwood and improve their structure. The length of the RP Cycle is based on the size of the tree population and what was determined by Davey to be a reasonable number of trees to prune per year. The RP Cycle recommended for Milton is five years. Pruning Cycle Progression The recommended number of trees in the YTT Cycle and RP Cycle is constantly changing as trees are planted, age, and die. Newly planted trees will enter the YTT Cycle once they are established (generally one to two years after planting). Young trees will reach maturity and leave the YTT Cycle and enter the RP Cycle. And finally when a tree reaches the end of its useful life, it should be removed and, thus, be eliminated from the RP Cycle. Newly Planted Tree YTT Cycle RP Cycle The City must continually update the number of trees in the YTT and RP Cycles based on the City’s tree planting program and population dynamics. As trees are planted, mature, and die, cycles must be modified. Community Tree Management Plan and Key Policy Actions 39 May, 2012 tree planting young tree training crown raising crown reducing crown thinning Proactive Tree Pruning and Planting All figures are from the work of Dr. Ed Gilman, University of Florida. For more information, visit the University of Florida’s Landscape Plants webpage at: http://hort.ufl.edu/woody/ (2012). Structural Pruning Raising Planting Reducing Thinning Community Tree Management Plan and Key Policy Actions 40 May, 2012 Removal Move the Target Priority Tree Maintenance Work Cleaning figure is from the work of Dr. Ed Gilman, University of Florida. For more information, visit the University of Florida’s Landscape Plants webpage at: http://hort.ufl.edu/woody/ (2012). Cabling and bracing figure is from Trees and Landscaping, A Guide to Trees and Landscaping for the Homeowner (2006). Removal CLeaning Cabling and Bracing Moving Target Cleaning Cabling and Bracing Removal Community Tree Management Plan and Key Policy Actions 41 May, 2012 ROW Tree Maintenance Program Tree maintenance along the ROW should focus on short - and long-term risk reduction through tree removal and proactive, routine pruning. Short- term risk reduction is the accomplishment of the Severe and High Risk tree removals and pruning. Clearing the street of a tree with an elevated failure potential is an example of short-term risk reduction through tree removal. Long-term risk reduction is the commitment to a RP Cycle and the performance or Moderate and Low Risk removals. The RP Cycle will help keep canopies free of hangers and dead branches, possibly reducing the number of branches that fall “without warning”. The loblolly pines growing along heavily traveled roads like Birmingham Highway are an example of how routine pruning will reduce risk along the ROW. This species has a tendency to “self -prune”, meaning branches naturally weaken and fall off; this process occurs even with healthy trees. Routine pruning of these pines should remove weakened branches bef ore they fall on their own. Another example of long-term risk reduction is the performance of lower risk removals which will clear the street of nuisance plants and trees that because of species, size, or location are not of immediate concern, but if ignored may become more pressing problems. Failed transplants and Chinese privet are examples of lower risk removal. The following listed streets were inventoried in each area of the community: Crabapple Area Crabapple Road Mayfield Road Charlotte Road Broadwell Road Mid Broadwell Road Birmingham Highway to northern City limits Arnold Mill Road/State Route 140 Area Arnold Mill Road/State Route 140 Highway 9 Area Highway 9 Deerfield Parkway Bethany Bend Morris Road Webb Road Cogburn Road/Hopewell to northern City limits Photograph 8. Tree maintenance along the ROW should focus on short- and long-term risk reduction through tree removal and proactive, routine pruning. Community Tree Management Plan and Key Policy Actions 42 May, 2012 Tree Removals Although tree removal is usually considered a last resort and can stir emotions from the community, there are circumstances when it is necessary. Trees fail from natural causes, such as diseases, insects, and weather conditions, and from physical injury due to vehicles, vandalism, and root disturbances. Davey recommends that trees be removed when corrective pruning will not adequately eliminate the hazard or it is cost-prohibitive to correct the problems. Additionally, any trees that cause obstructions or interfere with power lines and other infrastructure should be removed when their defects cannot be corrected through pruning or other maintenance practices. Nuisance trees and diseased trees also merit removal. Even though large, short-term expenditures are often required for tree removals, the funding and accomplishment of them in a reasonable amount of time is important if risk in community forests is to be reduced. Figure 8 presents the Severe, High, Moderate, and Low Risk tree removals by diameter size class identified during the inventory. The following briefly summarizes the removals recommended. 1" - 3"4" - 6"7" - 12"13" - 18"19" - 24"25" - 30"31" - 36"37" - 42">43" Severe 0 0 0 0 2 0 0 0 0 High 0 0 5 10 5 1 0 3 0 Moderate 1 7 17 10 5 0 2 0 0 Low 69 4 0 1 0 0 0 0 0 0 10 20 30 40 50 60 70 80 Number of Trees Figure 8. Severe, High, Moderate, and Low Risk tree removals identified by diameter size class. Community Tree Management Plan and Key Policy Actions 43 May, 2012 Prioritized Removals Severe Risk Only two trees were found with Severe Risk on the ROW and recommended for removal. The combination of the size of the defect, the probability of failure, or the location of the tree in relation to its surroundings was the reason for their elevated risk rating and assignment of Severe Risk . These trees are medium to large in size based on their diameter size class (19 inches to 24 inches) and should be removed immediately to increase public safety. Severe Risk removals can be performed concurrently with Severe Risk prunings. High Risk High Risk removals have observed sizeable defects with elevated probabilities of failure. The location of these trees in relation to their surroundings also increases their risk. There were 24 trees identified as High Risk removals on the ROW . The diameter size classes for these trees ranged from 7 to 12 inches up to 37 to 42 inches. These trees should be removed immediately because of their assigned risk. Severe and High Risk removals and prunes can be performed concurrently because of their similar assigned risk . Lower Risk Removals Moderate Risk Tree removals in this category still pose some risk, but have a smaller size of defect and/or less potential for target impact associated with them. There were 42 trees recommended for removal with Moderate Risk. Most Moderate Risk trees had DBHs less than 24 inches. These trees should be removed as soon as possible and after all Severe and High Risk removals and pruning have been accomplished. Low Risk Low Risk removals pose little threat to the community. These trees are generally small, dead, invasive, or poorly formed trees that need to be removed. The elimination of these trees will minimize breeding site locations for insects and diseases and increase the aesth etics of the area in which they are found. Healthy trees growing in poor locations or undesirable species are also included in this category. There were 74 trees recommended for Low Risk removal. Almost all of these trees had DBHs less than 3 inches. The majority of these trees we re invasive Chinese privet that may be in Fair or Good condition but still should be eliminated due to its negative impact on desirable vegetation. All Low Risk trees should be removed when convenient and after all Severe, High, and Moderate Risk removals and pruning have been accomplished. Community Tree Management Plan and Key Policy Actions 44 May, 2012 Prioritized Pruning Priority pruning generally requires cleaning the canopy of both small and large trees to remove hazardous defects. A hazardous defect such as dead and/or broken branches can occur even when the rest of the tree is sound. In these cases, pruning the branch or branches can correct the problem and alleviate the risk associated with the tree. Priority pruning includes trees with Severe and High Risk. Figure 9 lists the priority pruning identified for ROW and the sections that follow briefly summarize the findings. Severe Risk Only one tree was categorized as having Severe Risk along the ROW and in need of pruning to correct the problem. T he combination of the size of the defect, the probability of failure, or the location of the tree in relation to its surroundings was the reason for its elevated risk rating. This pruning should be performed immediately. This tree has the same diameter size class (19 inches to 24 inches) as the Severe Risk removals previously discussed and this pruning should be performed at the same time. High Risk High Risk prunes have observed sizeable defects with elevated probabilities of failure. The location of these trees in relation to their surro undings also increases their risk. There were 34 trees identified for High Risk pruning. The diameter size classes for these trees ranged from 7 to 12 inches to greater than 43 inches. This pruning should be performed immediately because of its assigned risk and can be done at the same time as other Severe and High Risk removals and prunes. 1" - 3"4" - 6"7" - 12"13" - 18"19" - 24"25" - 30"31" - 36"37" - 42">43" Severe 0 0 0 0 1 0 0 0 0 High 0 0 1 1 11 9 5 4 3 0 2 4 6 8 10 12 14 Number of Trees Figure 9. Severe, High, Moderate, and Low Risk tree pruning identified by diameter size class. Community Tree Management Plan and Key Policy Actions 45 May, 2012 RP Cycle for ROW Trees It is important that the City commit and commence to proactive maintenance through the RP Cycle to improve overall community forest health. During the RP Cycle, trees are cleaned, raised, reduced, and thinned. Over time, routine pruning generally improves tree health and reduces risk as most problems with individual trees can be corrected before they escalate into more costly priority tree work. Included in this cycle are Moderate and Low Risk trees which require pruning. These trees still pose some risk, but have a smaller size of defect and/or less potential for target impact associated with them . The hazards found within these trees can usually be remediated during the RP Cycle. The inventory found most trees (86%) on the ROW needed routine pruning (small and large tree cleaning). Figure 10 shows that a variety of tree sizes will require pruning; however, the majority of trees which require routine pruning had DBHs less than 24 inches. Five-Year RP Cycle For Milton, the RP Cycle recommended is five years in length. Approximately one-fifth of the City’s streets should be pruned each year during the RP Cycle. Based only on the data collected during the inventory, approximately 340 trees will need visited and pruned each year. Davey recommended that the RP Cycle begin in Year 2 of this five-year plan and should commence after all Severe and High Risk trees are removed or pruned. Inspections Inspections are essential to unveiling potential problems with trees. Trees along the ROW should be inspected regularly and a ttended to as needed based on the inspection findings. When trees need additional or new work, trees should be added to the tree maintenance schedule and budgeted for as appropriate. In addition to locating new hazards, inspections are an opportunity to look for signs and sym ptoms of pests and diseases. Milton has a large population of trees susceptible to pests and diseases including southern yellow pines, a target for the SPB, southern red oaks which are susceptible to oak wilt, and species that fall prey to gypsy moth and h emlock woolly adelgid. A brief discussion and estimate of the percentage of inventoried ROW trees susceptible to key pests are found in Appendix C. Figure 10. Number of trees by diameter size class in the ROW RP Cycle. 1" - 3"4" - 6"7" - 12"13" - 18"19" - 24"25" - 30"31" - 36"37" - 42">43" RP Cycle 275 474 388 241 197 79 19 14 5 0 100 200 300 400 500 Number of Trees Diameter Size Class Community Tree Management Plan and Key Policy Actions 46 May, 2012 Park Tree Maintenance Program Risk reduction is always the primary goal of public tree m anagement. In community parks, addressing trees with elevated levels of risk is challenging because vast acreages of forested areas exist and usage varies. However, that challenge can be met through proactive management and expedient risk abatement. Proactive managem ent includes routine inspections of community parks to locate trees in need of maintenance, routine and young tree training pruning to reduce the potential for higher risk situations in the future, public education, tree protection, and invasive, exotic plant management. Expedient abatement of risk is the swift performance of needed priority removals and prunes to eliminate hazards from parks. Because of the varying nature of many of the parks, the park tree maintenance program places priorities on the maintenance of individual landscape trees in higher-use areas and tree stand management. For Birmingham Park, only High and Severe Risk removal and pruning needs found during the inventory are discussed. Inventoried Parks In Milton’s parks, both individual trees and stands of trees were inventoried and recommendations were made for their maintenance. Individual trees were either landscape trees in higher-use areas of the park , or trees within the park, even in forested areas, with defects that may fail and cause damage to people or property. Most stands of trees were collected in Birmingham Park. Maintenance recommendations for tree stands were based on arborists’ judgments of what task was most needed to improve the health and safety of the stand. The following parks were inventoried: Bell Memorial Park Bethwell House/Community Center Birmingham Park (grouping inventoried) Crabapple House Crabapple Park Hopewell House The following tables, Tables 4 and 5, illustrate the maintenance needs of Milton’s parks. Table 4 illustrates the priority and proactive maintenance needs of Bell Memorial Park, Bethwell House/Community Center, Crabapple House, Crabapple Park, and Hopewell House. Table 5 provides information on the priority maintenance needs for Birmingham Park only. Discussion of park maintenance needs follow. Community Tree Management Plan and Key Policy Actions 47 May, 2012 Table 4. Priority and Proactive Maintenance Needs for Parks By Diameter Size Class (Birmingham Park Excluded) Diameter Size Class (Inches) Removal Prune Inspections High Risk Moderate Risk Low Risk High Risk RP Cycle 1" - 3" 0 0 1 0 69 Perform inspections of high use areas frequently and medium- and low- use areas as needed and not less than monthly 4" - 6" 0 2 3 0 104 7" - 12" 2 3 1 0 49 13" - 18" 0 0 0 0 36 19" - 24" 0 0 0 1 30 25" - 30" 1 0 0 1 15 31" - 36" 1 0 0 1 6 37" - 42" 0 0 0 0 4 >43" 0 0 0 0 2 Total 4 5 5 3 315 City-Wide Parks Table 5. Severe and High Risk Tree Maintenance Needs for Birmingham Park Tree Maintenance Recommendations Estimated Count Inspections Severe and High Risk Removals 23 Perform inspections of high use areas frequently and medium and low use areas as needed and not less than monthly Severe and High Risk Cleans 50 Total 73 . Community Tree Management Plan and Key Policy Actions 48 May, 2012 Park Tree Removals During the inventory of parks, including Birmingham Park , trees were recommended for removal with Severe, High, Moderate, or Low Risk. In parks, most (98%) of the recommended removals had Moderate and Low Risk associated with them mostly because of the assumed infrequency of location. In some cases, the tree may be an invasive, exotic tree. For example, Chinese privet was prevalent in parks and a recommendation of removal, regardless of its condition, was made. Severe and High Risk removals accounted for only 2% of the recommended removals in parks. These 27 removals should be performed immediately as they are probably located in higher use areas of parks and im pact public safety the most. The removal of Chinese privet and other trees identified for removal with Moderate and Low Risk is important but should comme nce after all elevated risks have been addressed. The development of a plan for the eradication of Chinese privet should be a priority for Milton so that it does not overtake desirable woodlots and change the character of community parks. Priority Pruning in Parks In all parks, including Birmingham Park , few Severe and High Risk trees (53) were found that required priority pruning to correct a defective part(s). These trees required cleaning of their crowns to remove deadwood and hangers and were mostly found in higher -use areas of the park. RP Cycle for Park Trees Routine pruning is a proactive strategy for reducing the number of hazards in the tree population over time. Trees in all parks except Birmingham Park were assessed for routine pruning needs and assigned to a RP Cycle. It was found that m ost trees in parks were in need of small or large tree cleaning to improve structure and health and would benefit from pruning at least once every five years. Excluding Birmingham Park, the inventory found 315 trees in parks in need of routine pruning making the RP cycle for Parks inclusive of about 60 trees p er year. Inspections Inspections are essential to unveiling potential problems with trees. Park trees, like ROW trees , should be inspected regularly and attended to as needed based on the inspection findings. High use areas should be inspected frequently and lower use areas no less than monthly. Any new situations that arise with trees should be added to the tree maintenance workload as appropriate. In addition to locating new hazards, inspections are an opportunity to look for signs and symptoms of pests and diseases. Mil ton has a large population of southern yellow pines, a target for the SPB, a significant number of southern red oaks which are susc eptible to oak wilt, and species that fall prey to gypsy moth and hemlock woolly adelgid. A brief discussion and an estimate of the percentage of inventoried park trees susceptible to key pests are found in Appendix C. Community Tree Management Plan and Key Policy Actions 49 May, 2012 Forested Area/Tree Stand Management Many of Milton’s parks, Birmingham Park in particular, have rows or patches of forested areas. These forested areas or tree stands offer practical benefits. Forested areas prevent soil erosion, cleanse the air, buffer noise, counter the heat-absorbing effects of impervious surfaces, provide homes for wildlife, and offer the kind of recreational opportunities that many new businesses and homeowners look for in a community. These areas are truly a community asset and one of the reasons Milton maintains its rural character. Management of forested areas has many challenges including vast acreages that require maintenance and the threat of invasive, exotic vegetation. To better manage forested areas in parks, the City should educate the public about park needs, inspect park trees and areas on a regular basis to locate High Risk situations, remove and prune trees with Severe and High Risk associated with them, protect valuable resources, and combat invasive, exotic vegetation. Public Education Education is often the first requirement of forested area management. The community’s support and understanding of forested a reas are critical to implementing a successful management program. Priority Tree Removal and Pruning Trees are living organisms and can and will fail without warning. When a tree with elevated risk is found in a park, expedient removal or pruning of it to eliminate any hazards is necessary. Because people linger in parks, the City should strive to find and eliminate tree hazards within community parks. Proactive Maintenance Frequent inspections of higher use areas and routine inspection of all areas in parks are necessary to ensure public safety and welfare. Use qualified staff to perform inspections. During inspections, look for deadwood, hangers, cracks, dieback, discolored foliage, and other conditions that signal changes in tree condition. Also, look for poisonous plants and monitor the encroachment or retreat of invasive, exotic trees and plants. If changes are noted during inspections, send qualified staff to perform work and abate the situation. Routine pruning and young tree training pruning of landscape trees and trees in forested areas that receive higher use should reduce the potential for higher risk situations in the f uture. After priority removals and prunings are complete, a RP Cycle of landscape trees and trees in areas that receive pedestrian or vehicle traffic should commence and continue. Community Tree Management Plan and Key Policy Actions 50 May, 2012 Protection Proper management of forested areas requires more than just tree maintenance and regular inspections. Because forested areas are generally in lower use a reas of parks, they are often more vulnerable to compaction and erosion by vehicles and people. Park facilities should be designed to ensure that parking, trails, and enhancements respect the trees. Allowing the soil to become compacted near trees will imp act their health and longevity and increase surface stormwater runoff. In forested areas, protect and manage forest resources by: Designing high-use facilities and roads or trails to avoid fragile areas. Using dense plantings to control erosion and direct foot travel. Moving picnic facilities away from significant trees. Prohibiting parking underneath tree canopies. Aerating and mulching around trees near heavy-use sites. Closing areas on a rotating basis for rest and restoration and using education/signage to explain the closed areas. As necessary and based on planning, prohibiting vehicles to protect tree resources. Planting trees to reduce erosion. Invasive, Exotic Plant Management Forested areas, especially if left unmanaged, are ripe for the invasion o f invasive, exotic plants. Chinese privet is an example of an invasive, exotic plant that is asserting itself into community parks. Left unmanaged, it may displace desirable plants and animal species and change the char acter of the City. Milton should develop a plan to manage invasive, exotic plants on public properties and educate private property owners about the threat of these plants. At the same time, the City must develop a plan to reforest. Even though invasive, exotic plants are harmful to the ecology of an area, they do provide canopy cover. A plan for removal of invasive, exotic plants should include reforestation initiatives. The Georgia Exotic Pest Plant Council (GA-EPPC) provides a current list of exotic, invasive plants in Georgia (Georgia Exotic Pest Plant Council, 2012) and information about the management of these plants. Visit their website at www.gaeppc.org for up-to-date information about invasive, exotic plants in the state of Georgia. Photograph 9. Chinese privet is an invasive, exotic plant that can overtake native plant communities. The City should develop a plan to combat this pest plant. Community Tree Management Plan and Key Policy Actions 51 May, 2012 Tree Planting Planting trees is a worthwhile goal, but it is only half the story. Whether planting two trees in a park or front yard or a million in one city, the effort will come to naught unless the trees are selected and planted correctly. Tree planting is not to be taken casually. Tree planting requires upfront planning and follow-up maintenance of those trees for years to come. Without planning and follow-up tree care, a newly planted tree may become a future problem instead of a benefit to the community. When planting trees: Think clearly about the purpose of the tree planting. Assess the site and know its limitations such as overhead wires, confined spaces, soil type. Select the species or cultivar that best matches the site conditions. Examine the trees before buying them; buy for quality. Inventoried ROW Planting Space The goal of tree planting is to have a vigorous, healthy tree that lives to the limits of its natural longevity. That can be difficult to achieve in an urban growing environment because the soils there are typically poor and irrigation is limited. However, proper planning, planting, and follow-up tree maintenance will improve the chance of tree planting success. The inventory found 643 vacant planting spaces with 62% of those sites being for small- sized mature trees (Figure 11), 25% for large-sized trees, and 13% for medium-sized trees. Small-sized trees were recommended where the growspace was either too small for a medium- or large-sized species or where overhead utilities were present. Figure 11. Number of vacant planting sites identified by mature tree size. Number of Sites Small 401 Medium 82 Large 160 0 100 200 300 400 500 600 700 Illustration based on the work of Casey Trees, 2008. Community Tree Management Plan and Key Policy Actions 52 May, 2012 Tips for Planting Trees When planting trees for success: Handle trees with care. Trees are living organisms and, thus, are perishable. During transport and when loading and unloading, protect trees from damage. Use care and don’t break branches or lift by the trunk. If trees are stored prior to planting, keep the roots moist. Dig the planting hole according to your climate. Generally, the planting hole is wider (two to three times) than the root ball and not quite as deep as the root ball. The root flair is at or just above ground level. Fill the hole with native soil unless it is undesirable. In that case, mix in soil amendments according to local conditions. Gently tamp and add water during filling to reduce large air pockets to ensure a consistent medium of soil, oxygen, and water. Stake the tree as necessary to prevent it from shifting too much in the wind. Add a thin layer (1 to 2 inches) of mulch to help prevent weeds and keep the soil around the tree moist. Do not allow mulch to touch the trunk. Tree Species Selection While the use of a limited number of species can simplify the decision -making process for landscape managers, careful deliberation and selection of a wide palate of trees can benefit all and save money. Planting a variety of species can decrease the impact of species-specific pests and diseases by limiting the number of trees that are susceptible in a population. This, in turn, reduces the time and money spent on mitigating problems resulting from any such episodes. Also, a wide variety of tree species may help to limit the impacts from a number of physical events such as strong storms, wind, ice, flooding, drought, etc. because tree species react differently to stress. Appendix B lists tree species by height at maturity recommended for planting in the community. The list is based on the City’s current tree planting list, and species diversity and i-Tree Streets analyses findings. Discussion of Tree Species Selection Davey recommends limiting the planting of crapemyrtle until the species distribution normal izes. Crapemyrtle already occupies 19% of the ROW, which is well in excess of the recommended maximum for a species (10% of the population). Also, based on the Streets analysis , crapemyrtle provides lower environmental and economic benefits to the communit y. Planting of other small-sized trees will increase species diversity and provide more benefits to the community. Planting of loblolly pine should be limited unless it is for timber farming. Like crapemyrtle, loblolly pine exceeds diversity standards comprising 15% of the ROW and 44% of the park tree populations. Also, it is a target of SPB. Adding more trees to the pine population will only make the potential for loss greater if SPB invades Milton’s community forests. Planting a wide variety of hardwoods will help reduce the threat of SPB as the community forests will be more diverse. Community Tree Management Plan and Key Policy Actions 53 May, 2012 Strategic Planting for Milton’s Community Forests Through strategic tree planting, the rural character of the City can be preserved even with economic growth. T he Georgia Model Urban Forest Book (Georgia Forestry Commission, 2001) suggests models for tree planting that apply to the community structure of the City of Milton including rural area, older suburb residential, and urban core. Diagrams on this page are from the Georgia Model Urban Forest Book (Georgia Forestry Commission, 2001). Rural Areas Plant trees on public property to infill gaps in canopy. Encourage shade trees. Encourage landowners to plant trees in clusters, rows , or along fence lines to create windbreaks and maintain an agrarian feel. Older Suburb Residential Encourage homeowners to plant trees on private property. Require redevelopment/remodeling applicants to plant a minimum number of shade trees per lot. Infill gaps on public tree lawns with the largest sized tree possible for the growspace available. Urban Core Plant street trees; provide large tree lawns to accommodate large-sized shade trees. Improve parking lots by planting shade trees. Require commercial development to plant a minimum number of shade trees. Community Tree Management Plan and Key Policy Actions 54 May, 2012 Newly Planted and Young Tree Maintenance Equal in importance to planting trees is caring for them after they are planted. After planting a tree, it must receive maintenance for years to come. Watering Initially, watering is a key to survival. New trees require water to establish. Determine how often to irrigate trees based on time of planting, drought status, species selection, and site condition. New trees typically require at least 60 days of cyclic irrigation to establish. Mulching Mulch can be applied to the growspace around a newly planted tree, or even a more mature tree, to ensure that no weeds grow, the tree is protected from mechanical damage, and the growspace is moist. Mulch should be applied in a thin layer, generally one to two inches, and the growing area covered. Mulch should not touch the tree trunk or be piled up around the tree. During the inventory, it was noted that several trees were improperly mulched. Almost all of the willow oaks planted along Deerfield Parkway had excessive amounts of mulch mounded around their trunks. In some cases, the mulch had decayed into an organic soil, promoting conditions for the formation of girdling roots. Davey suggests that any mulch piled up around a tree should be spread out into a thin layer over the growspace and moved away from the trunk. Young Tree Training Pruning After the tree is established (generally one or two years), young tree training pruning (structural pruning) should begin to improve form and remove codominant stems and diseased or crossing branches. Davey recommends that the YTT Cycle includes all young or newly planted trees with canopy heights less than 25 feet. The YTT cycle differs from the RP Cycle in that these trees generally can be pruned from the ground with a pole pruner or pruning shear and the objective of pruning is to increase structural integrity by pruning for one dominant leader. Of course, this is species-specific since many trees such as river birch (Betula nigra) often have more than one leader. For these trees, young tree training pruning is used to develop a strong structural architecture of branches so that future growth will lead to a healthy, structurally sound tree. Photograph 10. Mulch piled too deep and touching the trunk of the tree will harm and may eventually kill the tree. Davey suggests that any mulch piled up around a tree should be spread out into a thin layer over the growspace and moved away from the trunk. Community Tree Management Plan and Key Policy Actions 55 May, 2012 Three-Year City-Wide YTT Cycle For Milton, the YTT Cycle recommended is three years in length. It should commence after all Severe and High Risk trees are removed or pruned. The YTT Cycle will include existing young trees and newly planted trees. During the inventory, 148 trees less than 6-inch DBH were inventoried and 129 trees were recommended for planting each year. Since the number of young trees present is relatively few and the benefit of beginning the YYT Cycle is great, Davey recommends that all 148 trees be structurally pruned during the second year of the program. Also during Year 1 of the program, 129 trees were recommended for planting. If accomplished, these newly planted trees will enter the YTT Cyc le in Year 3 and, thus, the projected structural pruning needs for Year 3 will equal the number of trees planted in Year 1. During Year 3 of the program, no trees were scheduled for young tree training prune. The number of trees in the YTT Cycle during Year 4 will increase as annual new tree plantings and any trees from the first year of the Cycle that have not matured enough to leave this cycle and enter the RP Cycle will need to b e pruned again. In future years, the number of trees in the YTT Cycle will be based on tree planting effort s and growth rates of young trees. The City should strive to prune approximately one-third of the City’s young and newly planted trees each year. Figure 12. Trees included in the YTT Cycle. 0 20 40 60 80 100 120 140 160 Number of Trees in YTT Cycle (3/Yr Cycle) Total Number of Trees Inventoried with DBHs Ranging from 1" - 6" Number of Trees in YTT Cycle (3/Yr Cycle) Total Number of Trees Inventoried with DBHs Ranging from 1" - 6" Number of YoungTrees 50 148 Community Tree Management Plan and Key Policy Actions 56 May, 2012 Community Outreach Much data about the community’s trees and greenspace ha ve been collected and analyzed for the development of this Plan. That data provides important information to the City about its tree resource and the proactive management of that resource. However, in addition to aiding in City tree management initiatives that data can also be utilized to promote the value of community forests. Milton can utilize: Tree inventory data to justify needed priority and proactive tree maintenance activities as well as tree planting and preservation initiatives. Tree benefit analysis results to convey the environmental and economic benefits of community forests in dollars and cents. The results can also be used to demonstrate how trees impact the ecology of the community. Tree planting list to guide species selections and hopefully improve species diversity and limit the introduction of invasive species. Information in this Plan to advise citizens about the presence of threats to community trees such as SPB and EAB. Land cover assessment to show how the current composition of land cover types creates the rural feel the community enjoys and to encourage smart growth. Various avenues for outreach exist. Maps can be created and posted on websites, in parks, or in business areas. Public service announcements can be developed. Articles can be written and programs developed about trees and the benefits they provide. Arbor Day or Earth Day celebrations can be magnified and signs can be hung from trees to show the contributions trees make to the community. Even contests can be created to make people aware that trees are important. It is a fact that because of trees we have the oxygen we need to breathe, shade to cool our neighborhoods, and canopies to stand under to get out of the rain. Milton has the data to provide solid, meaning outreach about community forests. Photographs 11 and 12. A community in Missouri uses tree tags along a park trail to communicate annual benefits trees provide to the community. Community Tree Management Plan and Key Policy Actions 57 May, 2012 Inventory and Plan Updates Davey recommends the inventory and Plan be updated so that the City can sustain its program and accurately project future program and budget needs. Davey suggests the following to update the inventory and this Plan: Conduct inspections of trees after all storm events. Record changes in tree condition, maintenance needs, and risk rating/risk in the inventory database. Update the tree maintenance schedule and acquire the funds needed to restore safety in the community forest. Schedule work based on risk. Perform routine inspections of public trees as needed. “Windshield surveys” of ROW and parks will help City staff stay on top of changing conditions in the community forest. Update the tree maintenance schedule and the budget as needed to efficiently perform any identified tree work. Schedule work based on risk. If the recommended work cannot be completed as suggested in the Plan, modify maintenance schedules and budgets accordingly. Update the inventory database as work is performed. Add new tree work to the schedule when work is identified through inspections or a citizen call process. Re-inventory the ROWs and parks in five to seven years. At this time, all data fields should be updated. Revise the Community Tree Management Plan and Key Policy Actions after five or seven years when the re-inventory has been completed. Community Tree Management Plan and Key Policy Actions 58 May, 2012 Maintenance Schedule Utilizing data from the 2012 City of Milton tree inventory, an annual maintenance schedule detailing the number and type of tasks recommended for completion each year was drafted. Budget projections were made by Davey using industry knowledge and public bid tabulations; actual costs were not specified by the City of Milton. A summary of the maintenance schedule is presented here and the complete table, Estimated Costs for Milton’s Five-Year Community Forest Management Program: Park and Street Trees, can be found in Appendix D. The schedule provides a framework for completing the inventory maintenance recommendations in five years. Use of this schedule can shift tree care methods from an on-demand system to a more proactive method of tree work. The schedule of tasks and budget includes the ROW and Park inventory data and the priority maintenance tasks from Birmingham Park (stands data was not extrapolated and Moderate and Low Risk removals and pruning were not accounted for in the schedule or budget). To implement the maintenance schedule, the City’s tree maintenance budget should be no less than $85,000 for the first year of implementation and $65,000 the following four years. Annual budget funds are needed to make certain hazard trees are remediated and critical RP and YTT Cycles can commence. With proper professional tree care, the safety, health, and beauty of the community forest will be improved. If routing efficiencies and/or contract specifications allow for the accomplishment of more tree work, or the schedule requires modification to meet budget or other needs, then it should be modified accordingly. Additionally, unforeseen situations such as storms may arise and change the maintenance needs of trees. Should conditions or maintenance needs change, budgets and equipment will need to be adjusted to meet the new demands. $84,165 FY 2013 •43 Priority Removals •38 Priority Prunes •127 Moderate or Low Risk Removals •YTT Cycle; 148 Trees •129 Trees Recommended for Planting •Inclusion of Newly Found Priority Tree Work (Removal or Pruning): Costs TBD $64,045 FY 2014 •RP Cycle 1/5 of Public Trees Cleaned •4 Palm Prunes •129 Trees Recommended for Planting •Inclusion of Newly Found Priority Tree Work (Removal or Pruning): Costs To Be Determined $65,600 FY 2015 •RP Cycle 1/5 of Public Trees Cleaned •129 Trees Recommended for Planting •Inclusion of Newly Found Priority Tree Work (Removal or Pruning): Costs To Be Determined $65,505 FY 2016 •RP Cycle 1/5 of Public Trees Cleaned •YTT Cycle 1/3 of Young Trees Structurally Pruned •130 Trees Recommended for Planting •Inclusion of Newly Found Priority Tree Work (Removal or Pruning): Costs To Be Determined $64,725 FY2017 •RP Cycle 1/5 of Public Trees Cleaned •YTT Cycle 1/3 of Young Trees Structurally Pruned •130 Trees Recommended for Planting •Inclusion of Newly Found Priority Tree Work (Removal or Pruning): Costs To Be Determined Community Tree Management Plan and Key Policy Actions 59 May, 2012 Conclusions Milton is a mosaic of rural, agricultural, and residential uses with small pockets of commercial development. As a community on the outer bounds of urban sprawl, its rural character is unique. Past community planning and visioning have helped Milto n maintain its character. In the future, the same approach must be taken. The land cover types present and the pattern of community forests help define Milton as a rural community. Maintaining current land cover percentages through growth will be important to the preservation of the City’s rural character. Policies that preserve existing forested areas and encourage tree planting that mimics forested settings and agrarian windbreaks and fills in gaps in existing canopy will help preserve Milton’s character. The preservation of agricultural land uses and pasture land, especially for equestrian ventures, should be a prior ity as well. If Milton chooses to develop an urban core, policy s hould require new and in-fill tree plantings to use soil amendments when needed and possibly utilize engineered systems, such as permeable pavement, structural soil, and suspended pavement and structural cells to advance tree growth and help manage stormwater runoff—an ever-growing problem in urbanizing areas. Redevelopment of older, suburban, residential areas could encourage in-fill tree planting through increased regulations on private properties and during redevelopment. City planning will need to keep an eye on Planned Unit Developments (PUD) as well and encourage them to preserve larger tracts of forest land. Public education that promotes preservation and reforestation of forests will be important and, in fact, may be the most important part of Milton’s effort to maintain its rural character. Only if an understanding of why trees and greenspace are important to the community, will they exist into the future. For any community, a successful community tree management program assures that: Public safety is upheld through prioritized actions to reduce risk in the community forest . New trees are planted with a purpose, not as a stem count. All trees receive continued pruning, maintenance, and PHC so they have long, useful lives in which to provide plentiful environmental, economic, and social benefits to the community. Trees are treated and managed as assets, not landscaping. Quality, not quantity, is the goal of planning and implementation. . Community Tree Management Plan and Key Policy Actions 60 May, 2012 Section 5: Key Policy Action Tree Maintenance •Provide for and/or increase the City's tree maintenance budget to no less than $85,000 for the first year of Plan implementation and no less than $65,000 for the following four years to ensure tree maintenance work identified during the 2012 tree inventory can be completed as planned. •Provide extra budget funds for storms and emergency tree maintenance situations not identified during the inventory. •Prioritize all tree maintenance based on assessed risk to increase public safety and reduce liability. •Implement a routine pruning cycle to improve the safety and health of the urban forest for the long term. •Outsource tree maintenance, including routine and structural pruning, tree and stump removal, and tree planting, to only TCIA accredited companies. •Develop a management plan to combat Chinese privet, a Category 1 exotic pest plant ranked by the Georgia Exotic Pest Plant Council. •Remove ash trees(Faxinus) from the tree planting list because EAB is an impending threat to the area. Green Infrastructure •Maintain at least 58% tree canopy to absorb rainfall and prevent erosion. •Maintain at least 24% pasture and grass land cover types to promote stormwater infiltration and preserve the rural character of the City. •Manage the creation of impervious land cover types so that the existing percentage of impervious surface, 13%, is not exceeded. •Incorporate engineered systems designed to promote tree growth and manage stormwater into development codes. •Encourage tree planting citywide. Advise planting trees in rows or clusters using large-growing species. •Increase the minimum width of medians and tree lawns so that large-growing tree species and clusters or rows of trees can be planted more successfully. Growth and Development •Create a Tree Board that focuses on preserving the rural character of the City through urban forestry and land use considerations. •Perform an urban tree canopy assessment using GIS, zoning, and land use data to increase the understanding of and planning for trees during growth. •Create designs standards for street trees based on road type. •Modify the Tree Protection Ordinance to encourage/reward well-planned growth as well as punitive fines for careless development. •Consider a "no net loss" policy for trees for development. •Revise codes to increase the minimum space allotted for tree planting pits/areas to contain at least 1,000 cubic feet of good soil. •Develop tree mitigation areas and/or a tree mitigation fund to help plant trees during growth. •Enhance public outreach programs to emphasize Best Management Practices (BMPs) such as proper pruning and mulching of trees. Community Tree Management Plan and Key Policy Actions 61 May, 2012 References American National Standards Institute. 2001. A300 (Part 1) Tree, Shrub, and Other Woody Plant Maintenance – Standard Practices (Pruning). American National Standards for Tree Care Operations. Casey Trees. 2008. Tree Space Design: Growing the Tree Out of the Box. Coder, Kim D. 1996. Identified Benefits of Community Trees and Forests . University of Georgia Cooperative Extension Service, Forest Resources Publication FOR96-39. Georgia Department of Natural Resources. Georgia Community Greenspace Program. <http://www1.gadnr.org/greenspace/faq.html>. Accessed March 29, 2012. Georgia Exotic Pest Plant Council. Plant List. <http://www.gaeppc.org/list.cfm>. Accessed March 29, 2012. Georgia Forestry Commission. 2001. Georgia Model Urban Forest Book. 78p. Heisler, G. M. 1986. Energy Savings with Trees. Journal of Arboriculture 12(5):113-125. Prepared by Ryan Bell and Jennie Wheeler. ICLEI – Local Governments for Sustainability. 2006. Urban Forestry Toolkit for Local Governments. i-Tree Tools.org. Tools for Assessing and Managing Community Forests. <http://www.itreetools.org/>. Assessed March 03, 2012. Kuo, F. and Sullivan, W. 2001(a). Environment and Crime in the Inner City: Does Vegetation Reduce Crime? Environment and Behavior 33(3): 343-367. Kuo, F. and Sullivan, W. 2001(b). Aggression and Violence in the Inner City - Effects of Environment via Mental Fatigue. Environment and Behavior 33(4): 543- 571. McPherson, E. Gregory; Simpson, James R.; Peper, Paula J.; Gardner, Shelley L.; Vargas, Kelaine E.; Maco, Scott E.; Xiao, Qingfu. 2006. Piedmont Community Tree Guide, Benefits, Costs, and Strategic Planting. USDA Forest Service General Technical Report PSW -GTR-200, 99p. Miller, R. and Sylvester, W. 1981. An Economic Evaluation of the Pruning Cycle. Journal of Arboriculture 7:109-112. North Carolina State University. Americans are Planting Trees of Strength. < http://www.treesofstrength.org/benefits.htm.> Accessed May 12, 2012. Ohio Department of Natural Resources. Position Statement, Master Street Tree Planting Plans. <ohiodnr.com/LinkClick.aspx?fileticket= uq3ki%2fMX51w%3d&tabid=5443>. Accessed April 3, 2012. Pokorny, Jill; O'Brien, Joseph; Hauer, Richard; Johnson, Gary; Albers, Jana; Bedker, Peter; Mielke, Manfred. 2003. Urban Tree Risk Management: A Community Guide to Program Design and Implementation. United States Department of Agriculture Forest Service, Northeastern Area State and Private Forestry Publication Number TB-NA-TP-03-03. Richards, N.A. 1983. Diversity and Stability in a Street Tree Population. Urban Ecology 7(2):159-171. Stamen, Randall S. Understanding and Preventing Arboriculture Lawsuits. Georgia Urban Forest Council Annual Meeting. Madison, Georgia. November 2-3, 2011, Lecture. Trees and Landscaping. 2006. A Guide to Trees and Landscaping for the Homeowner. <http://www.trees-and-landscaping.com/index.html>. Accessed April 10, 2012. TreeLink. Urban Forestry Pioneers, Ed Macie Interview. <http://www.treelink.org/woodnotes/vol1/no3/Macie.htm >. Accessed March 3, 2012. Community Tree Management Plan and Key Policy Actions 62 May, 2012 Ulrich, R.1986. Human Responses to Vegetation and Landscapes. Landscape and Urban Planning 13:29-44. Ulrich, R. 1984. View through Window May Influence Recovery from Surgery. Science 224(4647): 420-421. University of Florida. Landscape Plants. <http://hort.ufl.edu/woody/index.shtml>. Accessed April 2, 2012. USDA Forest Service. 2003(a). Benefits of Urban Trees. Urban and Community Forestry: Improving Our Quality of Life. Forestry Report R8-FR 71. USDA Forest Service. 2003(b). Is All Your Rain Going Down the Drain? Look to Bioretainment—Trees are a Solution. Pacific Southwest Research Station, Center for Urban Forest Research, Davis, CA. USDA Forest Service and The Davey Tree Expert Company. 2011. i-Tree Canopy Technical Notes. <http://www.itreetools.org/canopy/index.php>. Accessed March 27, 2012. USDA Forest Service, The Davey Tree Expert Company, Arbor Day Foundation, Society of Municipal Arborists, International Society of Arboriculture, and Casey Trees. 2012. i-Tree Software Suite (version 4.0) [Canopy]. USDA Forest Service, The Davey Tree Expert Company, Arbor Day Foundation, Society of Municipal Arborists, International Society of Arboriculture, and Casey Trees. 2012. i-Tree Software Suite (version 4.0) [Streets]. Wolf, Kathleen. 2009. Trees & Urban Streets: Research on Traffic Safety & Livable Communities. < http://www.naturewithin.info/urban.html>. Accessed November 10, 2011. Wolf, K. 2003. Public Response to the Urban Forest in Inner-City Business Districts. Journal of Arboriculture 29(3):117-126 Wolf, Kathleen. 2000. Community Image - Roadside Settings and Public Perceptions. University of Washington College of Forest Resources, Factsheet #32. Wolf, K. 1999. Grow for the Gold. Washington Department of Natural Resources Community Forestry Program Spring Newsletter, TreeLink 14. Wolf, Kathleen. 1998(a). Trees in Business Districts - Positive Effects on Consumer Behaviour. University of Washington College of Forest Resources, Factsheet #30. Wolf, Kathleen. 1998(b). Urban Nature Benefits: Psycho-Social Dimensions of People and Plants. University of Washington College of Forest Resources, Factsheet #1. Community Tree Management Plan and Key Policy Actions May, 2012 Appendix A: Glossary Aboveground Utilities: Data field collected to show the presence or absence of overhead utilities at the tree site. Aesthetic/Other Report: The i-Tree Streets Aesthetic/Other Report presents the tangible and intangible benefits of trees reflected in increases in property values in dollars ($). Air Quality Report: The i-Tree Streets Air Quality Report quantifies the air pollutants (ozone [O3], nitrogen dioxide [NO2], sulfur dioxide [SO2], coarse particulate matter less than 10 micrometers in diameter [PM10]) deposited on tree surfaces and reduced emissions from power plants (NO 2, PM10, Volatile Oxygen Compounds [VOCs], SO2) due to reduced electricity use measured in pounds (lbs.). Also reported are the potential negative effects of trees on air quality due to Biogenic Volatile Organic Compounds (BVOC) emissions. American National Standards Institute (ANSI) Standards: ANSI is a private, non-profit organization that facilitates the standardization work of its members in the United States. ANSI's goals are to promote and facilitate voluntary consensus standards and conformity ass essment systems, and maintain their integrity. ANSI A300 Standards: Tree care performance parameters established by ANSI; can be used to develop specifications for tree maintenance. Arboriculture: The art, science, technology, and business of commercial, public, and utility tree care. Benefit Cost Ratio (BCR): The i-Tree Streets (BCR) is the ratio of the cumulative benefits provided by the landscape trees, expressed in monetary terms, compared to the costs associated with their management, also expressed in monetary terms. Canopy: Branches and foliage which make up a tree’s crown. Canopy Assessment: See Urban Tree Canopy Assessment. Canopy Cover: As seen from above, it is the area of land surface that is covered by tree canopy. Canopy Spread: A data field that estimates the width of a tree’s canopy in five-foot increments. Carbon Dioxide Report: The i-Tree Streets Carbon Dioxide Report presents annual reductions in atmospheric CO2 due to sequestration by trees and reduced emissions from power plants due to reduced energy use in pounds. The model accounts for CO2 released as trees die and decompose and CO2 released during the care and maintenance of trees. Community Forest: All of the trees within a municipality or a community. This can include the trees along streets or rights-of-way, parks and greenspaces, and forests. Community Tree Management Plan and Key Policy Actions May, 2012 Condition: Data field collected. The general condition of each tree rated during the inventory according to the following categories adapted from the International Society of Arboriculture’s rating system: Excellent (100%), Very Good (90%), Good (80%), Fair (60%), Poor, (40%), Critical (20%), Dead (0%). Clearance Requirements: Data field collected. It illustrates the need for pruning to meet clearance standards over streets and sidewalks, or where branches are considered to be interfering with the movement of vehicles or pedestrians or where they are obstructing signs and street or traffic lights. Clean (pruning): Cleaning the crown of a tree is the selective pruning to remove non-beneficial tree parts including dead, diseased, and/or broken branches. Cycle: Planned length of time between vegetation maintenance activities. Diameter: See Tree Size. Diameter at Breast Height (DBH): See Tree Size. Energy Report: The i-Tree Streets Energy Report presents the contribution of the urban forest toward conserving energy in terms of reduced natural gas use in winter measured in therms [th] and reduced electricity use for air conditioning in summer measured in megawatt-hours (MWh). Espalier: Espalier is a type of pruning that combines supporting and training branches to orient a plant in one plane. Failure: In terms of tree management, failure is the breakage of stem or branches, or loss of mechanical support of the tree’s root system. Forested Area: See Tree Stand. Further Inspection: Data field collected to note that a specific tree may require an annual inspection for several years to make certain of its maintenance needs. A healthy tree obviously impacted by recent construction serves as a prime example. This tree will need annual evaluations to assess the impact of construction on its root system. Another example would be a tree with a defect requiring additional equipment for investigation. Genus: A taxonomic category ranking below a family and above a species and generally consisting of a group of species exhibit ing similar characteristics. In taxonomic nomenclature, the genus name is used, either alone or followed by a Latin adjective or epithet, to form the name of a species. Geographic Information Systems (GIS): A technology that is used to view and analyze data from a geographic perspective. The technology is a piece of an organization's overall information system framework. GIS links location to information (such as people to address es, buildings to parcels, or streets within a network) and layers that inform ation to give you a better understanding of how it all interrelates. Community Tree Management Plan and Key Policy Actions May, 2012 Global Positioning Systems (GPS): GPS is a system of earth-orbiting satellites that make it possible for people with ground receivers to pinpoint their geographic location. Greenspace: A land use planning and conservation term used to describe protected areas of undeveloped landscape s. Gross Annual Benefit: Calculation specific to i-Tree Streets, it is the estimation of the combined stormwater, energy, air quality, carbon dioxide, and aesthetic/other benefits reported for one year. GrowSpace Size: Data field collected identifying the minimum width of the tree growspace for root development. GrowSpace Type: Data field collected best identifying the type of location a tree is growing. During the inventory, growspace types were categorized as island, raised planter, median, tree lawn/parkway, natural area, well pit, or open/unrestricted . Hardscape Damage: Data field collected showing that both trees and damage to curbs or cracking or lifting of sidewalk pavement one inch or more were present. High Risk Tree: Trees that cannot be cost-effectively or practically treated. The majority of the trees in this category have multiple or significant defects affecting less than 40% of the trunk, crown, or critical root zone. Defective trees and/or tree parts are most likely between 4 –20 inches in diameter and can be found in areas of frequent occupation, such as a main thoroughfare, congested streets, and/or near school s. Importance Values: A calculation in i-Tree Streets. Importance Values (IV) are displayed in table form for all species that make up more than 1% of the population. The Streets IV is the mean of three relative values (percentage of total trees, percentage of total leaf a rea, and percentage of canopy cover) and can range from 0 to 100 with an IV of 100 suggesting total reliance on one species. IVs offer valuable info rmation about a community’s reliance on certain species to provide functional benefits. For example, a species might re present 10% of a population, but have an IV of 25% because of its great size, indicating that the loss of those trees due to pests or disease would be more significan t than their numbers suggest. Invasive, Exotic Tree: A tree species that is out of its original biological community. Its introduction into an area causes or is likely to cause economic or environmental harm , or harm to human health. An invasive, exotic tree has the ability to thrive and spread aggressively outside its natural range. An invasive species that colonizes a new area may gain an ecological edge since the insects, diseases, and for aging animals that naturally keep its growth in check in its native range are not present in its new habitat. Inventory: See Tree Inventory. i-Tree Canopy: The i-Tree Canopy tool allows easy and accurate estimation of tree and other cover classes (e.g., grass, building, roads, etc.) within a city or any bound area. This tool randomly lays points (number determined by the user) onto Google Earth imagery and the user then classifies what cover class each point falls upon. The user can define any cover classes that they like and the program will show estimation results throughout the interpretation process. Community Tree Management Plan and Key Policy Actions May, 2012 i-Tree Streets: i-Tree Streets is a street tree management and analysis tool that uses tree inventory data to quantify the dollar value of annual environmental and aesthetic benefits: energy conservation, air quality improvement, CO 2 reduction, stormwater control, and property value increase. i-Tree Tools: State-of-the-art, peer-reviewed software suite from the USDA Forest Service that provides urban forestry analysis and benefits assessment tools. The i-Tree Tools help communities of all sizes to strengthen their urban forest management and advocacy efforts by quantifying the structure of community trees and the environmental services that trees provide . Large Tree Clean: Data field collected showing a maintenance need of the tree. Large Tree Clean is based on ANSI A300 Standards, selective removal of dead, dying, broken, and/or diseased wood to minimize potential risk. Trees in this category are large enough to require bucket truck access or manual climbing. Leaf Surface Area: The area of one side of a leaf. Location: Data field collected during the inventory to aid in finding trees. The address of a tree or planting site was organized by sequential tree site number and road name, block side, or corner location. Park and open space trees were also organized by sequential tree site number and property name. Location Rating: Data field collected that describes/rates the position of a tree based on existing land use of the site, the functional and aesthetic contributions of the tree to the site, and surrounding structures or landscapes. Categories for lo cation value include: Excellent, Good, Fair, and Poor. The location rating, along with species, size, and condition ratings, is used in determining a tree’s value. Low Risk Tree: Trees with minor visible structural defects or wounds in areas with moderate to low public access. Management Costs: Used in i-Tree Streets, they are the expenditures associated with street tree management presented in total dollars, dollars per tree, and dollars per capita. Mapping Coordinate: Data field collected to help locate a tree. An X and Y coordinate was generated using GPS for each tree. Mixed Group: When a forested area was encountered that had mixed hardwoods, it was recorded as one site in the database. It was assumed that 10 trunks were present or if a number of trunks was recorded in the Notes data field, then the number recorded there for the site represented the estimated number of trunks at that site. Other data, including DBH and condition, were collected and assigned to the site . This data used for analysis purposes were assumed to be representative of the entire group. Mixed Stand: When a forested area was encountered that had mixed hardwoods, it was recorded as one site in the database. It was assumed that 50 trunks were present or if a number of trunks was recorded in the Notes data field, then the number recorded there for the site represented the estimated number of trunks at that site. Other data, including DBH and condition, were collected and assigned to the site . This data used for analysis purposes were assumed to be representative of the entire stand. Community Tree Management Plan and Key Policy Actions May, 2012 Moderate Risk Tree: Trees with defects that may be cost-effectively or practically treated. The majority of trees in this category exhibit seve ral moderate defects affecting more than 40% of a tree’s trunk, crown, or critical root zone. Monoculture: A population dominated by one single species or very few species. Net Annual Benefits: Specific data field for i-Tree Streets. Citywide benefits and costs are calculated according to category and summed. Net benefits are calculated as benefits minus costs. Nitrogen Dioxide (NO2): Nitrogen dioxide is a compound typically created during the combustion processes and is a major contributor to smog formation and acid deposition. None (data field): Data field collected during the inventory as a secondary maintenance need. It is used to show that no secondary maintenance is recommended for the tree. Usually a vacant planting site or stump will have a secondary maintenance need of None. None (risk rating): Used for planting and stump sites only. Observations: Data field collected during the inventory when conditions with a specific tree warrant recognition. Ordinance: See Tree Ordinance. Ozone (O3): A strong-smelling, pale blue, reactive toxic chemical gas with molecules of three oxygen atoms. It is a product of the photochemical process involving the Sun’s energy. Ozone exists in the upper layer of the atmosphere as well as at the Earth’s surface. Ozon e at the Earth’s surface can cause numerous adverse human health effects. It is a major component of smog. Palm Prune (pruning): Data field collected during the inventory that is based on ANSI A300 Standards. It included the routine horticultural pruning to remove any dead, dying, or broken fronds. Particulate Matter (PM10): A major class of air pollutants consisting of tiny solid or liquid particles of soot, dust, smoke, fumes, and mists. Pine Group: When a forested area was encountered that was mostly pine, it was recorded as one site in the database. It was assumed that 10 trunks were present or if a number of trunks was recorded in the Notes data field, then the number recorded there for the sit e represented the estimated number of trunks at that site. Other data, including diameter at breast height (DBH) and condition, were collected and assigned to the site. This data used for analysis purposes were assumed to be representative of the entire group. Pine Stand: When a forested area was encountered that was mostly pine, it was recorded as one site in the database. It was assumed that 50 trunks were present or if a number of trunks was recorded in the Notes data field, then the number recorded there for the sit e represented the estimated number of trunks at that site. Other data, including diameter at breast height (DBH) and condition, were collected and assigned to the site. This data used for analysis purposes were assumed to be representative of the entire stand. Community Tree Management Plan and Key Policy Actions May, 2012 Plant Tree: If collected during an inventory, this data field identifies vacant planting sites as small, medium, or large (indicating the ultimate size that the tree will attain), depending on the growspace available and the presence of overhead wires. Primary Maintenance Need: Data field collected during the inventory which focused on the type of tree work needed to reduce immediate risk. Privet Patch: When a forested area was encountered that was mostly p rivet, it was recorded as one site in the database. It was assumed that 10 trunks were present or if a number of trunks was recorded in the Notes data field, then the number recorded there for the site represented the estimated number of trunks at that site. Other data, including diameter at breast height (DBH) and condition, were collected and assigned to the site. This data used for analysis purposes were assumed to be representative of the entire patch. Pollard (pruning): Pollarding is a pruning method in which tree branches are initially headed and then reduced on a regular basis without disturbing the callus knob. Pruning: The selective removal of plant parts to meet specific goals and objectives. Raise (pruning): Data field collected during the inventory signifying a maintenance need for a tree. Raising the crown is pruning to remove low branches that interfere with sight and/or traffic. It is based on ANSI A300 Standards. Reduce (pruning): Data field collected during the inventory signifying a maintenance need for a tree. Reducing the crown is selective pruning to decrease height and/or spread of the crown in order to provide clearance for electric utilities and lighting. Removal: Data field collected during the inventory identifying the need to remove a tree. Trees designated for removal have defects that cannot be cost-effectively or practically treated. The majority of the trees in this category have a large percentage of dead crown. Restore (pruning): Data field collected during the inventory signifying a maintenance need for a tree. Restoring is selective pruning to improve the structure, form, and appearance of trees that have been severely headed, vandalized, or damaged. Right-of-Way (ROW): A strip of land generally owned by a public entity over which facilities, such as highways, railroads, or power lines , are built. Risk: Combination of the probability of an event occurring and its consequence. Risk Assessment: Data fields collected during the inventory. The risk assessment is a point-based assessment of each tree by an arborist using a protocol based on the United States Department of Agriculture Forest Service Community Tree Risk Rating System. In the field, the probability of tree or tree part failure is assigned 1–4 points (identifies the most likely failure and rates the likelihood that the structural defect(s) will result in failure based on observed, current conditions), the size of defective tree part is assigned 1–3 points (rates the size of the part most likely to fail), the probability of target impact by the tree or tree part is assigned 1–3 points (rates the use and occupancy of the area that would be struck by the defective part), and other risk factors are assigned 0–2 points (used if professional judgment suggests the need to increase the risk rating). The data from the Risk Assessment is used to calculate a Risk Rating and ultimately assigned a risk to the tree. Community Tree Management Plan and Key Policy Actions May, 2012 Risk Rating: Numeric data field calculated from the field risk assessment data (see Risk Assessment) and it is the sum of Risk Assessment values identified. Risk Ratings assigned range from 3–10, with 3 being the lowest risk and 10 being the highest risk. In this Plan, the Risk Rating was used to identify the severity of risk assigned to a tree and to prioritize tree maintenance needs. The following categories were used: Risk Rating of 9 or 10 equals a Severe Risk Tree Risk Rating of 7 or 8 equals a High Risk Tree Risk Rating of 5 or 6 equals Moderate Risk Tree Risk Rating of 3 or 4 equals Low Risk Tree Risk Rating of 0 8 equals None which is used for planting sites and stumps only Notes: Data field collected during the inventory describing any additional information of possible importance. Secondary Maintenance Need: Data field collected during the inventory which may be risk oriented, such as raising the crown for clearance, but generally was geared toward improving the structure of the tree and enhancing aesthetics. Severe Risk Tree: Trees with Severe Risk cannot be cost-effectively or practically treated. The majority of the trees in this category have multiple and significant defects present in the trunk, crown, or critical root zone. Defective trees and/or tree parts are most likely larger than 20 inches in diameter and can be found in areas of frequent occupation, such as a main thoroughfare, congested streets, and/or near schools. Small Tree Clean: Data field collected during the inventory signifying a maintenance need for a tree. It is pruning based on ANSI A300 Standards that prescribes the selective removal of dead, dying, broken, and/or diseased wood to minimize potential risk. Trees recommended for small tree clean are small-growing, mature trees that can be evaluated and pruned from the ground. Species: Fundamental category of taxonomic classification, ranking below a genus or subgenus and consisting of related organisms capable of interbreeding. An organism belonging to such a category, represented in binomial nomenclature by an un -capitalized Latin adjective or noun following a capitalized genus name. Stem: A woody structure bearing buds, foliage, and giving rise to other stems. Stems (data field): Data field collected during the inventory identifying the number of stems or trunks splitting less than one foot above ground level. Stored Carbon Report: Whereas, the i-Tree Streets Carbon Dioxide Report quantifies annual CO2 reductions, and the i-Tree Streets Stored Carbon Report tallies all of the Carbon (C) stored in the urban forest over the life of the trees as a result of sequestration measured in pounds as the CO2 equivalent. Stormwater Report: A report generated by i-Tree Streets that presents the reductions in annual stormwater runoff due to rainfall interception by trees measured in gallons (gals.). Community Tree Management Plan and Key Policy Actions May, 2012 Street Tree: A street tree is defined as a tree within the right-of-way. Structural Defect: A feature, condition, or deformity of a tree or tree parts that indicates weak structure and contributes to the likelihood of failure. Stump Removal: Data field collected during the inventory that indicates a stump should be removed. Sulfur Dioxide (SO2): A strong-smelling, colorless gas that is formed by the combustion of fossil fuels. Sulfur oxides contribute to the problem of acid rain. Summary Report: The i-Tree Streets Summary report presents the annual total of energy, stormwater, air quality, carbon dioxide, and aesthetic/other benefits. Values are dollars per tree or total dollars. Thin (pruning): Data field collected during the inventory signifying a maintenance need for a tree. Thinning the crown is the selective removal of water sprouts, epicormic branches, and live branches to reduce density. Topping: Topping is not an acceptable pruning practice. Reduction of tree size using internodal cuts without regard to tree health or structural integrity. Tree: A tree is defined as a perennial woody plant that may grow more than 20 feet tall. Characteristically, it has one main stem , although many species may grow as multi-stemmed forms. Tree Benefit: An environmental, economic, or social improvement that benefited the community and resulted mainly from the presence of a tree. The benefit received has real or intrinsic value associated with it. Tree Height: If collected during the inventory, it is the height of the tree estimated by the arborist and recorded in 10-foot increments. Tree Inventory: A comprehensive database containing information or records about individual trees typically collected by an arborist. Tree Ordinance: Tree ordinances are policy tools used by communities striving to attain a healthy, vigorous, and well -managed community forest. Tree ordinances simply provide the authorization and standards for management activities. Tree Size: Data field collected during the inventory that measures the diameter of a tree to the nearest inch in one-inch size classes at 4-½ feet above the ground, also known as diameter at breast height (DBH) or diameter. Tree Stand: When a forested area was encountered, it was recorded as a grouping of trees. A grouping could represent a pine (Pinus) stand or group, mixed stand or group, or “privet patch”. See individual terms for definitions. Urban Forest: See Community Forest. Vista (pruning): Pruning to enhance a specific view without jeopardizing the health of the tree. Community Tree Management Plan and Key Policy Actions May, 2012 Volatile Organic Compounds (VOCs): Hydrocarbon compounds that exist in the ambient air and are by-products of energy used to heat and cool buildings. Volatile organic compounds contribute to the form ation of smog and/or are toxic. Examples of VOCs are gasoline, alcohol, and solvents used in paints. Young Tree Training Pruning: Based on ANSI A300 Standards, pruning of young trees to correct or eliminate weak, interfering, or objectionable branches to improve structure. These trees, up to 20 feet in height, can be worked with a pole pruner by a person standing on the ground. Urban Tree Canopy Assessment (UTC): A study performed of land cover classes to gain an understanding of the tree canopy coverage, particularly as it relates to the amount of tree canopy that currently exists and the amount of tree canopy that could exist. Typically performed using aerial photographs, GIS data, or Lidar. Utility (pruning): Selective pruning to prevent the loss of service, comply with mandated clearance laws, prevent damage to equipment, avoid access impairment, and uphold the intended usage of the facility/utility space. Community Tree Management Plan and Key Policy Actions May, 2012 Appendix B: Recommended Species for Future Planting Recommended Tree Species 40 Feet to 100 Feet When Mature Common Name Botanical Name Common Name Botanical Name red maple Acer rubrum American sycamore Platanus occidentalis river birch Betula nigra sawtooth oak Quercus accutissima European hornbeam Carpinus betulus fastiagata white oak Quercus alba American beech Fagus grandifolia swamp white Quercus bicolor ginkgo Ginkgo biloba scarlet oak Quercus coccinea honey locust Gleditsia tricanthus southern red oak Quercus falcata eastern red cedar Juniperus virginiana laurel oak Quercus laurifolia sweetgum Liquidamber styraciflua overcup oak Quercus lyrata yellow poplar Liriodendron tulipifera nuttall oak Quercus nuttalli cucumber magnolia Magnolia acuminate chestnut oak Quercus prinus southern magnolia Magnolia grandiflora shumard oak Quercus shumardi dawn redwood Metasequola glyptosroboides bald cypress Taxodium disticum black gum Nyssa sylvatica littleleaf linden Tilia cordata sourwood Oxydendrum aboreum lace bark elm Ulmus parvifolia london planetree Platanus acerifolia Japanese zelkova Zelkova serrata Community Tree Management Plan and Key Policy Actions May, 2012 Recommended Tree Species 10 Feet to 40 Feet When Mature Common Name Botanical Name Common Name Botanical Name chalk maple Acer leucoderme yaupon holly Ilex vomitoria Japanese maple Acer palmatum golden raintree Koelreuteria paniculata American hornbeam Carpinus carolininiana osage orange Maclura pomifera eastern redbud Cercis canadensis saucer magnolia Magnolia x soulangiana Atlantic white cedar Chamaecyparis thyoides star magnolia Magnolia stellata fringe tree Chlonanthus virginicus Japanese flowering crabapple Malus floribunda American yellowwood Cladrastis lutea wax myrtle Myrica cerifera alternate leaf dogwood Cornus alternaifolia ironwood Ostrya virginica flowering dogwood Cornus florida Chinese pistache Pistacia chinensis cryptomeria Cryptomeria japonica Carolina cherry laurel Prunus caroliniana silverbell Halesia carolinia Japanese flowering cherry Prunus serrulata witch hazel Hamamelis virginiana yoshino cherry Prunus x yedoensis American holly Ilex opaca western arborvitae Thuja plicata winterberry Ilex verticellata chastetree Vitex agnus-castus Community Tree Management Plan and Key Policy Actions May, 2012 Appendix C: Invasive Pests and Diseases In today’s worldwide marketplace, the volume of international trade brings increased potential for pests and diseases to invad e our country. Many of these pests and diseases have seriously harmed rural and urban landscapes and have caused billions of dollars in lost revenue and millions of dollars in clean-up costs. Keeping these pests and diseases out of the country is the number one priority of the United States Department of Agriculture’s Animal and Plant Inspection Service (APHIS). Although some invasive species enter the United States naturally via wind, ocean currents, and other means, most enter with s ome help from human activities. Their introduction to our country is a byproduct of cultivation, commerce, tourism, and tra vel. Many species enter the United States each year in cargo, mail, baggage, or contaminants of commodities. Once here, hungry pests grow and spread rapidly because controls, such as native predators, are lacking. Invasive pests disru pt the landscape by pushing out native species, reducing biological diversity, killing trees, altering wildfire intensity and frequency, and dama ging crops. Some pests may even push species to extinction. Following are key pests and diseases at the time of Plan development that adversely affect trees in America. This list is not comprehensive and may not include all threats. It is critical to the management of community trees to routinely check APHIS, United States Department of Agriculture Forest Service (USDA Forest Service), and other websites for updates about invasive species and diseases in your area and in our country so you can to be prepared to combat their attack. APHIS, Plant Health, Plant Pest Program Information •www.aphis.usda.gov/plant_health/plant_pest_info The University of Georgia, Center for Invasive Species and Ecosystem Health •www.bugwood.org USDA National Agricultural Library •www.invasivespeciesinfo.gov/microbes USDA Northeastern Areas Forest Service, Forest Health Protection •www.na.fs.fed.us/fhp Community Tree Management Plan and Key Policy Actions May, 2012 Photograph 1. Adult Asian longhorned beetle. Photograph from New Bedford Guide, 2011. Asian Longhorned Beetle The Asian longhorned beetle (ALB, Anoplophora glabripennis) is an exotic pest threatening a wide variety of hardwood trees in North America. The beetle was introduced in New York City, Chicago, and New Jersey and is believed to have been introduced in the United States from wood pallets and other wood packing material accompanying cargo shipments from Asia. ALB is a serious threat to America’s hardwood tree species. Adults are large (3/4- to 1/2-inch long) with very long, black and white banded antennae (Photograph 1). The body is glossy black with irregular, white spots. Adults can be seen from late spring to fall depending on the climate. ALB has a long list of host species; however, the beetle prefers hardwoods including several maple species (Norway [Acer platanoides], sugar maple [Acer saccharum], silver maple [Acer saccharinum], red maple [Acer rubrum]; and box elder [Acer negundo]), horsechestnut (Aesculus hippocastanum), buckeye (Aesculus glabra), London plane (Platanus x acerifolia), birch (Betula), elm (Ulmus), and willow (Salix). Dutch Elm Disease Considered by many to be one of the most destructive , invasive diseases of shade trees in the United States, DED was first found in Ohio in 1930 and by 1933, in several East Coast cities. By 1959, it had killed thousands of elms. Today, DED covers about two-thirds of the eastern United States, including Illinois, and annually kills many of the remaining and newly planted elms. The disease is caused by a fungus that attacks the vascular system of elm trees, blocking the flow of water and nutrients, resulting in rapid leaf yellowing, tree decline, and death (Photograph 2). There are two closely related fungi that are collectively referred to as DED. The most common is Ophiostoma novo-ulmi, and is thought to be responsible for most of the elm deaths since the 1970s. The fungus is transmitted to healthy elms by elm bark beetles. Two species carry the fungus, the native elm bark beetle (Hylurgopinus rufipes) and the European elm bark beetle (Scolytus multistriatus). Trees most affected by DED are the American elm (Ulmus americana). Photograph 2. Branch death, or flagging, at multiple locations in the crown of a diseased elm. Photograph from Steven Katovich, USDA Forest Service, Bugwood.org (Invasives.org, Center for Invasive Species and Ecosystem Health, 2011) Community Tree Management Plan and Key Policy Actions May, 2012 Emerald Ash Borer The emerald ash borer (Agrilus planipennis Fairmaire) is responsible for the death or decline of tens of millions of ash trees in 14 states in the American Midwest and Northeast. Native to Asia, it has been found in China, Korea, Japan, Mongolia, Taiwan, and eastern Russia. It likely arrived in the United States hidden in wood packing materials commonly used to ship consumer goods, auto parts , and other products. The first official United States identification of EAB was in southeastern Michigan in 2002. Adult beetles are slender and 1/2-inch long. Males are smaller than females. Color varies but adults are usually bronze or golden green overall, with metallic, emerald green wing covers. The top of the abdomen under the wings is metallic, purplish red and can be seen when the wings are spread (Photograph 3). The tree species preferred as hosts by the EAB are in the ash genus, Fraxinus. European Gypsy Moth The European gypsy moth (EGM, Lymantria dispar) is native to Europe and first arrived in the United States in Massachusetts in 1869. This moth is a significant pest because its caterpillars have voracious appetites for more than 300 species of trees and shrubs. EGM caterpillars defoliate trees leaving them vulnerable to diseases and other pests that can eventually kill the tree. Male EGMs are brown with a darker brown pattern on their wings and have a ½-inch wingspan. Females are slightly larger, with a 2-inch wingspan, and are nearly white with dark saw-toothed patterns on their wings. Although they have wings, the female EGM cannot fly (Photograph 4). The EGM prefers approximately 150 primary hosts but feeds on more than 300 species of trees and shrubs. Some trees are found in these common genera: aspen, cottonwood, and poplar (Populus), birch, cedar (Junipernus), larch (Larix), oak (Quercus), and willow. Photograph 3. Close-up of the emerald ash borer. Photograph from APHIS (a), 2011 Photograph 4. Close-up of male (darker brown) and female (whitish color) European Gypsy Moths. Photograph from APHIS (b), 2011. Community Tree Management Plan and Key Policy Actions May, 2012 Photograph 5. Hemlock woolly adelgids on branch. Photograph from USDA Forest Service (a), 2011. Photograph 6. Oak wilt symptoms on red and white oak leaves. Photograph from Rexrode and Brown, 1983. Hemlock Wooly Adelgid The hemlock woolly adelgid (HWA, Adelges tsugae) was first described in western North America in 1924 and first reported in the eastern United States in 1951 near Richmond, Virginia (Photograph 5). In their native range, populations of HWA cause little damage to the hemlock trees as they feed on natural enemies and possible tree resistance has evolved with this insect. In eastern North America and in the absence of natural control elements, HWA attacks both Eastern or Canadian hemlock (Tsuga canadensis) and Carolina hemlock (Tsuga caroliniana), often damaging and killing them within a few years of becoming infested. The HWA is now established from northeastern Georgia to southeastern Maine and as far west as eastern Kentucky and Tennessee. Oak Wilt Oak wilt was first identified in 1944 and is caused by the fungus Ceratocystis fagacearum. While considered an invasive and aggressive disease, its status as an exotic pest is debated since the fungus has not been reported in any other part of the world (Photograph 6). This disease affects the oak genus, and is most devastating to those in the red oak subgenus, such as red oak (Q. rubra), pin oak (Q. palustris), shingle oak (Q. imbricaria), willow oak (Q. phellos), and scarlet oak (Q. coccinea). It also attacks trees in the white oak subgenus, although it is not as prevalent and spreads at a much slower pace in these trees. Just as with DED, oak wilt disease is caused by a fungus that clogs the vascular system of oaks and results in decline and death of the tree. The fungus is carried from tree to tree by several borers common to oaks, but more commonly the disease is spread through root grafts. Oak species within the same subgenus (white or red) will form root colonies with grafted roots that allow the disease to move readily from one tree to another. Community Tree Management Plan and Key Policy Actions May, 2012 Southern Pine Beetle The southern pine beetle (SPB, Dendroctonus frontalis Zimmermann) is the most destructive insect pest of pine in the southern United States. It attacks and kills all species of southern yellow pines including white pine (Pinus strobus). Trees are killed when beetles construct winding, S-shaped egg galleries underneath the bark. These galleries effectively girdle the tree and destroy the conductive tissues that transport food throughout the tree. Furthermore, the beetles carry blue staining fungi on their bodies that clog the water conductive tissues (wood) that transport water within the tree. Signs of attack on the outside of the tree are pitch tubes and boring dust, known as frass, caused by beetles entering the tree. Adult SPBs reach an ultimate length of only 1/8 inch, similar in size to a grain of rice. They are short-legged, cylindrical, and brown to black in color. Eggs are small, oval in shape, shiny, opaque, and pearly white (Photograph 7). Thousand Cankers Disease A disease complex referred to as “thousand cankers disease” (TCD) was first observed in Colorado in 2008 and is now thought to have been existence in Colorado as early as 2003. TCD is considered to be native to the United States and is attributed to numerous cankers developing in association with insect galleries (Photograph 8). TCD results from the combined activity of the Geosmithia morbida fungus and the walnut twig beetle (WTB, Pityophthorus juglandis) (Photograph 9). The WTB has expanded both its geographical and host range over the past two decades, and coupled with Geosmithia morbida, walnut mortality has resulted in California, Oregon, Washington, Idaho, Utah, Arizona, New Mexico, and Colorado. In July, 2010, TCD was reported in Knoxville, Tennessee. The infestation is believed to be at least 10 years old and was previously attributed to drought stress. This is the first report east of the 100th meridian, raising concerns that large, native populations of black walnut (Juglans nigra) in the eastern United States may suffer severe decline and mortality. The tree species preferred as hosts for TCD are walnuts (Juglans). Photograph 7. Adult southern pine beetles. Photograph from Forest Encyclopedia Network, 2012. Photograph 8. Walnut twig beetle galleries under the bark of a large branch. Photograph from USDA Forest Service (b), 2011. Photograph 9. Walnut twig beetle, side view. Photograph from USDA Forest Service (b), 2011. Community Tree Management Plan and Key Policy Actions May, 2012 Potential Threats to Milton’s Trees The percentage of trees found during the inventory of ROW and park trees are that of a species or genera susceptible to some of the known invasive pests and diseases are illustrated in Figures 1 and 2. It is important to note that the figures present only data from the inventory and that many more trees may exist that are susceptible to invasive pests and diseases. SPB poses the largest threat to Milton’s community forest due to the large percentage of pine trees (loblolly pine in particular) in the area. Even though the threat of other pests and diseases do not seem as pressing as the SPB, Milton should be aware of the signs and symptoms of infestation and be prepared to act should a threat be found in their tree population or even in a community near them. Figure 1. (Above) Percentage of ROW and park trees (except Birmingham Park) susceptible to key pests and diseases. Figure 2. (Below) Percentage of trees in Birmingham Park susceptible to key pests and diseases (stand data were extrapolated). 0 5 10 15 20 Dutch elm disease Hemlock woolly adelgid Thousand cankers disease Asian longhorned beetle Oak wilt European gypsy moth Southern pine beetle Percent Threats to Trees 0 10 20 30 40 50 60 70 Thousand cankers disease Dutch elm disease Hemlock woolly adelgid Asian longhorned beetle Oak wilt European gypsy moth Southern pine beetle Percent Community Tree Management Plan and Key Policy Actions May, 2012 References APHIS. Plant Health, Plant Pest Program Information. www.aphis.usda.gov/plant_health/plant_pest_info. Accessed April 24, 2012. APHIS (a). 2011. Beetle Detectives EAB. APHIS 81-35-016. APHIS (b). Hungry Pests-Gypsy Moth. <http://www.aphis.usda.gov/hungrypests/GypsyMoth.shtml>. Accessed December 29, 2011. Forest Encyclopedia Network. Southern Pine Beetle. <http://www.forestencyclopedia.net/p/p2901>. Accessed March 23, 2012. Invaisvies.org, Center for Invasive Species and Ecosystem Health. <http://www.invasive.org/browse/detail.cfm?imgnum=1398053>. Accessed October 21, 2011. New Bedford Guide. 2011. Volunteers Needed for Asian Longhorned Beetle Survey. <http://www.newbedfordguide.com/volunteers-needed-for-asian-longhorned- beetle-survey/2011/03/30>. Accessed April 03, 2012. Rexrode, Charles, O. and Daniel Brown. 1983. Forest Insect and Disease Leaflet, #29-Oak Wilt. USDA Forest Service. The University of Georgia. Center for Invasive Species and Ecosystem Health. www.bugwood.org. Accessed April 24, 2012. USDA Forest Service (a). 2011. Forest Health Protection—Hemlock Wooly Adelgid. <http://na.fs.fed.us/fhp/hwa/>. Accessed December 29, 2011. USDA Forest Service (b). 2011 (Revised). Pest Alert-Thousand Cankers Disease. Northeastern Area State and Private Forestry. NA–PR–02–10. USDA National Agricultural Library. National Invasive Species Information Center. www.invasivespeciesinfo.gov/microbes. Accessed April 24, 2012. USDA Northeastern Areas Forest Service. Forest Health Protection. www.na.fs.fed.us/fhp. Accessed April 24, 2012. Community Tree Management Plan and Key Policy Actions May, 2012 Appendix D: Estimated Costs for Milton’s Five-Year Community Forest Management Program: Park and Street Trees Activity Diameter Class Cost/Tree # of Trees Total Cost # of Trees Total Cost # of Trees Total Cost # of Trees Total Cost # of Trees Total Cost Severe-Risk Removal 19-24" $ 525 2 $ 1,050 $ 1,050 2 $ 1,050 0 $ - 0 $ - 0 $ - 0 $ - $ 1,050 7-12" $ 220 11 $ 2,420 $ 2,420 13-18" $ 355 12 $ 4,260 $ 4,260 19-24" $ 525 8 $ 4,200 $ 4,200 25-30" $ 845 3 $ 2,535 $ 2,535 31-36" $ 1,140 2 $ 2,280 $ 2,280 37-42" $ 1,470 4 $ 5,880 $ 5,880 43"+ $ 1,850 1 $ 1,850 $ 1,850 41 $ 23,425 0 $ - 0 $ - 0 $ - 0 $ - $ 23,425 1-3" $ 25 1 $ 25 $ 25 4-6" $ 105 9 $ 945 $ 945 7-12" $ 220 20 $ 4,400 $ 4,400 13-18" $ 355 10 $ 3,550 $ 3,550 19-24" $ 525 5 $ 2,625 $ 2,625 31-36" $ 1,140 3 $ 3,420 $ 3,420 48 $ 14,965 0 $ - 0 $ - 0 $ - 0 $ - $ 14,965 1-3" $ 25 70 $ 1,750 $ 1,750 4-6" $ 105 7 $ 735 $ 735 7-12" $ 220 1 $ 220 $ 220 13-18" $ 355 1 $ 355 $ 355 79 $ 3,060 0 $ - 0 $ - 0 $ - 0 $ - $ 3,060 Severe-Risk Prune 19-24" $ 170 1 $ 170 $ 170 1 $ 170 0 $ - 0 $ - 0 $ - 0 $ - $ 170 13-18" $ 120 1 $ 120 $ 120 19-24" $ 170 12 $ 2,040 $ 2,040 25-30" $ 225 10 $ 2,250 $ 2,250 31-36" $ 305 7 $ 2,135 $ 2,135 37-42" $ 380 4 $ 1,520 $ 1,520 43"+ $ 590 3 $ 1,770 $ 1,770 37 $ 9,835 0 $ - 0 $ - 0 $ - 0 $ - $ 9,835 4-6" $ 25 2 $ 50 $ 50 7-12" $ 25 2 $ 50 $ 50 0 $ - 0 $ - 0 $ - 0 $ - 0 $ - $ - 1-3" $ 20 70 $ 1,400 70 $ 1,400 70 $ 1,400 69 $ 1,380 $ 5,580 4-6" $ 30 117 $ 3,510 116 $ 3,480 117 $ 3,510 116 $ 3,480 $ 13,980 7-12" $ 75 88 $ 6,600 88 $ 6,600 87 $ 6,525 87 $ 6,525 $ 26,250 13-18" $ 120 56 $ 6,720 55 $ 6,600 55 $ 6,600 55 $ 6,600 $ 26,520 19-24" $ 170 46 $ 7,820 45 $ 7,650 45 $ 7,650 45 $ 7,650 $ 30,770 25-30" $ 225 19 $ 4,275 19 $ 4,275 19 $ 4,275 19 $ 4,275 $ 17,100 31-36" $ 305 6 $ 1,830 5 $ 1,525 5 $ 1,525 5 $ 1,525 $ 6,405 37-42" $ 380 6 $ 2,280 5 $ 1,900 4 $ 1,520 4 $ 1,520 $ 7,220 43"+ $ 590 2 $ 1,180 2 $ 1,180 1 $ 590 1 $ 590 $ 3,540 0 $ - 410 $ 35,615 405 $ 34,610 403 $ 33,595 401 $ 33,545 $ 137,365 1-3" $ 20 116 $ 2,320 $ 20 129 $ 2,580 167 $ 3,340 129 $ 2,580 $ 10,840 4-6" $ 30 32 $ 960 $ 30 $ 30 10 $ 300 11 $ 330 $ 1,650 148 $ 3,280 0 $ 50 129 $ 2,610 177 $ 3,640 140 $ 2,910 $ 12,490 Tree Purchasing $ 110 129 $ 14,190 129 $ 14,190 129 $ 14,190 129 $ 14,190 129 $ 14,190 $ 70,950 Tree Planting $ 110 129 $ 14,190 129 $ 14,190 129 $ 14,190 128 $ 14,080 128 $ 14,080 $ 70,730 $ 258 $ 28,380 258 $ 28,380 258 $ 28,380 257 $ 28,270 257 $ 28,270 $ 141,680 Activity Total(s) 614 668 792 837 798 3709 $ 84,165 $ 64,045 $ 65,600 $ 65,505 $ 64,725 $ 344,040 Activity Total(s) Activity Total(s) Activity Total(s) Activity Total(s) Activity Total(s) Activity Total(s) High-Risk Prune Activity Total(s) High-Risk Removal Moderate-Risk Removal Routine Pruning Young Tree Training Pruning Tree Planting Activity Total(s) Activity Grand Total Cost Grand Total Activity Total(s) Activity Total(s) To be Determined Low-Risk Removal Palm Pruning 2013 2014 2015 2016 2017Estimated Costs for Each Activity Five Year Cost Community Tree Management Plan and Key Policy Actions May, 2012 Page 1 of 2 STATE OF GEORGIA COUNTY OF FULTON RESOLUTION NO. A RESOLUTION ADOPTING THE MILTON COMMUNITY TREE MANAGEMENT PLAN AS A REFERENCE DOCUMENT BE IT RESOLVED by the City Council and the Mayor of the City of Milton, GA while in a Regular Meeting on September 5, 2012 at 6:00 p.m. as follows: WHEREAS, the City of Milton 2030 Comprehensive Plan identified several policy statements and implementation measures related to the preservation of Milton’s community forests and, WHEREAS, the Georgia Forestry Commission Georgia offers grants through the Urban Forestry and Community Forestry Grant Program for communities to study and collect data about their community forest and, WHEREAS, in May 2011, the City approved the submittal of an application to the Georgia Forestry Commission requesting $20,000 of grant funding to do a tree inventory, assessment and management plan for the City and, WHEREAS, the City was selected as a grant recipient, and Davey Resource Group was selected to perform the tree inventory, assessment and management plan and, WHEREAS, the data collected and the suggested maintenance program are the first steps towards developing future tree maintenance and canopy preservation policies for the City and, WHEREAS, the data collected and the key policy action items will be used as a reference and suggestion for future planning and maintenance of Milton’s community forests, NOW THEREFORE BE IT RESOLVED, that the City Council and the Mayor of the City of Milton does hereby adopt; 1. The Milton Community Tree Management Plan for use as a reference document to suggest key policy items for future planning and maintenance of Milton’s community forests. Page 2 of 2 RESOLVED this 5th day of September 2012. Approved: ____________________________ Joe Lockwood, Mayor Attest: _____________________________ Sudie AM Gordon, City Clerk (Seal) STATE OF GEORGIA COUNTY OF FULTON RESOLUTION NO. A RESOLUTION AMENDING RESOLUTION NO. 10-01-126, A RESOLUTION APPOINTING A BOARD MEMBER FOR DISTRICT 5 TO THE DESIGN REVIEW BOARD. BE IT RESOLVED by the City Council of the City of Milton, GA while in regular session on September 5, 2012 at 6:00 p.m. as follows: SECTION 1. That ________ __________ (District 5) is hereby appointed for a term commencing September 5, 2012 and ending on December 31, 2013; and SECTION 2. That this Resolution shall become effective upon its adoption. RESOLVED this 5th day of September, 2012. Approved: ____________________________ Joe Lockwood, Mayor Attest: _____________________________ Sudie AM Gordon, City Clerk (Seal) AGREEMENT FOR SALT: OF REALTY TI -IIS AGREEMENT :FOR SALE OF REALTY (the "AgreerrrenC) is rimae and entered into this 17th day of May, 2012, by and between the CITY OF .MILTON, GEORGIA, a municipal corporation duly organized and existing under and by virtue of the laws of the State of Georgia (the "Buyer"), acrd LARRY AND SUSAN T. HOPKINS, cacti in their indiv;dual capacities (the "Sellers"). AGREEMENT 1. The Brayer agrees tO buy, and the Sellers agrees to self, all that tract Uf laird being known as Fulton County Tax Parcel No. 22-5040-0535-0298 collectively containing a total of 3.04 gores, rnore or less: and inckidin�z all JM-5017)alty, structures, improvements, buildings, fixtures and appurtenances attached thereto (hereinaller referred to as the "Property"). All items of personalty, fixtur•CS, building, structures, improvements, and appurtenances to the Property shall become the property of the Buyer at closing, subject only to a limited right of removal by Sellar as :set forth in paragraph 13 grid Seller's right to rernove kc:rine:ls located on the property. 2. Purchase .Price. The purchase price (' I1-urchase Price") for the Property shall be Four .Hundred Fi by Thousand Dollars and Zero Cents ($450.000.00) to be paid at closing - 3. Eamest Money. Buyer, within five (5) business clays or [lie execution uC this Agreement by the parties, shall deposit with Power Realty Partners, LLC JL0,000.00 as earnest money. This earnest money Shall be applied as part payment of the purchase price of the Property at the time of closing, and in the event the sate is not closed, then. the earnem money deposit may be retained by the Sellers, except upon the following: a. If, during the Inspection Period, the Buyer discovers any condition on the Property that renders the Property unusable fur the Buyur's intended purpose, and further assuming the .Buyer places the Sellers on prompt written notice of such condition and terminates the Agreement as provided lacrein, then the earnest money shall be returned to the Buyer; b. If, (luring the 1nspEctivn Period, an appraisal of the Property is returned to the Buyer stating that the fair market valor of the Property is less than the contract price, theca the earnest m aney slialI be returned to the Buyer. 4. Marketable "Title. SelIe:rs agree to Furnish good. insurable, and marketable title to tlae Property. For the purposes of this Agreement, "good, insurable, and marketable title" shall mean fee simple ownership «}aich is: (i) free from all claims, liens, and monetary encumbrances of any kind or nature whatsoever other than permitted exceptions expressly agreed to ill writing by the Buyer; and (ii) insuralr.le by a reputable title insurmice company at then -current standard rates tinder the standard form of ATL,A owner's policy of title insurance with all standard or printed exceptions therein deleted and without exception other than for permitted exceptions expressly agreed to in. writing by Buyer. The Prolac:rty is sold subject only to the valid and agreed upon exceptions to title disclosed to the .Buyer as of the date ofclosing and as presented in accordance with dais Agreement. 5. Inspection Period. Buyer shall have one hundred twenty (120) days after the date of this Agreement ((he "Inspection Period") to inspect the Property, and during the Inspection Period. Bayer may terminate this Agreement either for any reason or for no reason at all. Upon Buyer's termination of this Agreement during the Inspection Period, Sutlers shalt regain the earliest money. except as otherwise stipulated in subparagraphs 3(a) and (b). ti. Due Qiti.ge ce. Buyer shall procure, at Buyers cost, a written title opinion establishing that title to clic: Property is goad, insurable, and marketable, and vested in Sellers. 2 Buyer, after examining said title opinion,, shall notify Sellers of any defects or unacceptable exceptions thereto at least twenty (20) clays prior to the closing. All issues as to title defects and/or unacceptable exceptions to title shall be resolved to Buyer's satisfaction prior to closing. It is agreed that sucb papers that may be legally necessary to carry out the terms of this Agreement shall be cxccuted and delivered by the parties as soon as the validity of thic title to the Property has been established. If the Buyer shall decline to accept the Property due to a title defect or other exception to title, theta this Agreement shall be null and void, whereupon the parties hereto shall have no further rights, duties, obligations, or liabilities to one another hereunder, except that Sellers shall ensure that the entire amount of the earnest money deposit is immediately refunded to Buyer. 7. Warrantv. The Sellers hereby affinuatiively warrant that there are no latent or patent physical condition(s), hazard(s) or feature(s) of, on or below the Property that will in any material way impede or frustrate the reasonable use of the Property by Buyer. Moreover, the Sellers further warrants that it has no knowledge of'aoy uondernnatio€t or compOled acquisition of all or any part of the Property by any entity. 8_ Public Hearing. Prior to closing on the Property, the Sellers acknowledge that the Buyer may hold a public; bearing with respect to this purchase wherein the details of said purchase may be revealed in an open forum. 9. Closinp, Date. A closing; shall be conducted no later than fifteen (15) days after tale terminatioil or the Iuspectiu€t Period. At (I Le closing, tlic Sulkers sliall deliver to the Buyer a Warranty Beed to the Property conveying good, insurable, and marketable title to the Property, and all mineral rights, with the hereditaments and appurtenances, to the Buyer and its assigns, in fee simple, free and cl= of all Betas, cncumbranco:s, or exceptions on all or any part of the C Property, except for permitted exceptions. if any, easements, restrictions, and other exceptions of record, together with all rigIit, title, and hiterest of the Sellers its and to the Property_ Buyer during the .Inspection Period may procure, at its own expense, a survey specifically setting forth the metes and bounds and acreage of the; PropQrty, and any such survey shall provide: the legal description of the Warranty Decd to the Property. 10. Taxes. All taxes, assessments, and encumbrances which are a lien against the Property and are due and payable at the tithe of conveyance to the Buyer shall lae satisfied of record by the Selle-rs at or before the transfer of title. Real estate taxes which are a lien (but are not yet due and payable) will be prorated as of the date of closing. The Sellers will pay the documentary revenue starnp tax or transfer, conveyance or recordation tax, assessment or charge, if any. It, Risk of loss. All risk of loss or damage to the property will pass from the Sellers to the Buyer at closing. In tete event that loss or damage occurs to the Property prior to closing, the Buyer may, without liability and with an immediate refund of the Cull arnounl of the earnest money deposit froni the Sellers, refuse to accept the conveyance of tide, or it alternatively may elect to accept the conveyance of title to the Property "AS I.S." The Sellers shall deliver Possession of the Property to the Buyer at the ticrte of chUsi:ig, SLJE>lee:t W 1110 Six (Ci) 1110flilt lease provision in paragraph 18. 12. Ri It of.Entry. The Buyer, upon tenderitig telephonic, email, or personal notice at least 24 hours in advance.. i.nay enter upon the; Property at reasonable times for sLirveying and other reasonable purposes related to this transaction from the date of execution of this Agreement, through and including the time of delivery of possession of the Property to the Buyer by the Sellers. The BuycCs entry upurr tlae Properly in accordance with this [mragraph shall bt, 4 undertaken in such a manner so as to not unreasonably interfere with Sellers's ongoing operations or do pe.rinwient or long-term damage to the Property. Buyer slrall pay all costs incurred by Bayer in making any inspections, tests, analyses; and investigations of the Property and shall, to the: extent if any allowed. by law, indemnify and hold Sellers harmless from any loss or damage to person or property occusivned by such activities of Buyer. 13. Preservation_ of Pranerty. The Sellers agrees that the Property shall Tremain as it now is until the delivery of possession of the.Prope.rty by the Sellers to the .Buyer, and that the Sellers will make reasonable efforts to prevent and: refrain fru[n any use or the Property For any purpose or in any manner which would adversely affect the Buyer's use and enjoyment of the Property in the future. a. For a period o' 24 vionrths tblloving closing, should the Buyer determine to t,az,,e any of the structures on the property, the Buyer shall have an obligation to notify Sellers at least fifteen (15) days in advance of the decision to rare a. structure and to identify said structure. Upon receipt ol'such native, ScIlers shall have Iivc; (5) days, to errtLr the prerrrises and itletrt.il:,y any non -fixture appliances they want to reimVe from the structure that rs to be razed. UJX.)ri Such identification, the list shall he pro-vided to the .Buyer who will then assemble the identified non- Fixture al-)pl i aticcs and iniike sarin avii1labie to the Sellers. riie ability to In) Lei tially reniove such appliances is deemed by the Sellers and the Buyer as part or the consideration for this transaction. 14. Specific Performance. The parties agree that in the event ofa. breach hereof by the Sellers (i.e. the refusal to exec�rte the I.Amited Warranty Deed at closing or to deliver possession of the Property to the Buyer at the appointed time), damages will be inadequate, and therefore E the court having .jurisdiction herein may award the Buyer specific performance: in lieu of damages or any other remedies allowed by law. 15. Binding Effect. The agreements set forth herein are to apply to and bind the heirs, executors, administrators, successors, personal representatives and assigns of the Sellers. 16. Final Aareenicnt. This Agreeinc-nt terininatcs and supe€scdc:s all prior understandings or agreements on the subject matter hereof. This Agreement may be modified only by a further writing that is duly executed by both parties. 17. Sevoralaility. If ally Paragraph. subparagraph, sentence, clause, phrase. or any portion of this Agreement shall be declared invalid or unconstitutional by any court of competent jurisdiction or if the provisions of any part of this Agreement as applied to any particular situation or set of circumstances shall be declared invalid os' uncotIstittrtio.nal, such invalidity shall not be construed to affect the portions of this Agreement not held to be invalid. It is hereby declared to be the intent of the parties to provide for separable and divisible pants, and they do hereby adopt any and all I.mas hereof Lis ina.y not be lield invalid Im arty r'edsort. 18. 1...euseFollowing _C-[osin. The parties agree at Closing to enter into a lease agreement, in a form acceptable to each party, allowing Sellers to remain on the .property as tenants of Buyer for a period of'six (d) months after closing. The monthly recital to be paid by Sellers to Buyer under said lease shall be V 0.00 per month. 19. Guvernin,2 Law. This Agreement shall be governed, construed and interpreted by, through avid under the Laws of the State or Georgia, wit.hou.tgiving vO.'eut to its c:onl iuci of laws principles. 14 20. Broker. Sellers at closing shall pay to Power Realty Partners, LLC a brokerage Commission of five porceait (5%) of the Purchase Price. Said commission shall only be paid in the event Gf a closing as contemplated by this Agreement, IN WITNESS WHEREOF, the parties have executed this AGREEMENT FOR SALE OF RE;AUFY as of the day and year fust above written. SE I.J.-ERS : SUSAN T. HOPKINS r SIGNED, SCALED, AND DELIVER)~) in the presence of: f witness Notary Public; ;. [NOTARY SEALI My Commission Expires: - SIGNED, SEALED, AND DF. LIVERED in the presence of LARRY HOPKINS By: a r a Witness T. ................_ ................ --............................. .--._...._...... _....................... Notary Public NOTARY SEAL] My Commission .l expires:__ "A SIGNED, SEALED, AND DELIVERED in e of. Wt .s Notary Public (N(TrARY SEAL] My Commission Expires:_1— CITY OF MILTON, GEORGIA Joe Locke ood.. ayor ,aa.011141181!'fo � jo 4 n. ��s{��'VTy evpaa.. ADDENDUM TO AGREEMENT FOR PURCHASE AND SALE Re: Agreement for Purchase and Sale Property: Approximately 3.04 acres, City of Milton, Fulton County, Georgia Seller: Larry and Susan T. Hopkins Buyer: The City of Milton 1. For consideration contained in the above referenced Agreement, Seller and Buyer hereby agree to amend Paragraph 2 of said Agreement as follows: .Clt T#-P31(h LW "Purchase Pricehhall be Four Hundred Twenty Five Thousand Dollars and Zero Cents ($425,000.00) to bed closing." L_ V 1�� vk 2. All other provisions of said Agreement shall remain unchanged. SELLER: Larry Hopkin, ` Susan T. Hopkins BUYER: The City of Milton As Its: %- %- Zol l Date I -8 -moo, Date Date AGREEMENT FOR SALE OF REALTY THIS AGREEMENT FOR SALE OF REALTY (the "Agreement") is made and entered into this day of , 2012, by and between. the CITY OF MILTON, GEORGIA, a municipal corporation duly organized and existing ender and by virtue of the laws of the State of Georgia (the "Buyer ), and MICHAEL AND SHERYL BELL (WILSON), individuals (the "Seller"). AGREEMENT 1. The Buyer agrees to buy, and the Seller agrees to sell, all that tract of land being known as Fulton County Tax Parcel Nos. 22-5040-0535-017 and 22-4880-4534-024 and 22- 5040-0535-035, collectively containing a total of 7.05 acres, more or less; and including all personalty, structs, improvements, buildings, fixtures and appurtenances attached thereto (hereinafter referred to as the "Property"). All items of personalty that the Sellers are authorized to remove from the Property and that are not otherwise conveyed to Buyer as part of this Agreementare set forth in Exhibit A. Except as specifically set forth in Exhibit A, all items of personalty, fixtures, building, structures, improvements, and appurtenances to the Property shall become the property of the Buyer at closing. 2. Purchase Price. The purchase price ("Purchase Price") for the Property shall be Five 1-lundred Thirty Five Thousand Dollars and Zero Cents ($535,000.00) to be paid at closing. 3. Earnest Money. Buyer, within five (5) business days of the execution of this Agreement by both parties, shall deposit with Power Realty Partners, LLC J 14,(00-00 as earnest money. This earnest money shall be applied as part payment of the purchase price of the Property at the time of closing, and in the event the sale is not closed, then the earnest money deposit may be retained by the Sellers, except upon the fallowing: a. If, during the due diligence period, the Buyer discovers any condition on the. Property that renders the Property unusable for the Buyer's intended purpose, and further assuming the Buyer places the Seller on prompt written notice of such condition and terminates the Agreement as provided .herein, then. the earnest money shall be returned to the Buyer; b. If, during the due diligence period, an appraisal of the Property is returned to the Buyer stating that the fair market value of the Property is less than the contract price, then the earnest money shall be returned to the Buyer. 4. Marketable Title. Seller agrees to furnish good, insurable, and marketable title to the Property. For the purposes of this Agreement, "good, insurable, and marketable title" shall mean fee simple ownership which is: (i) free from all claims, liens, and monetary encumbrances of any kind or nature whatsoever other than, permitted exceptions expressly agreed to in writing by the Buyer; and (ii) insurable by a reputable title insurance company at then -current standard rates under the standard form of ATLA owner's policy of title insurance with all standard or printed exceptions therein deleted and without exception other than for permitted exceptions expressly agreed to in writing by Buyer. The Property is sold subject only to the valid and agreed upon exceptions to title: disclosed to the Buyer as of the date of closing and as presented in accordance with this Agreement. 5. Ins_ necti.on Period. Buyer shall have one hundred. twenty (120) days after the date of this Agreement (the "Inspection Period' } to inspect the Property, and during the Inspection Period Buyer may terminate this Agreement either for any reason or for no reason at all. Upon Buyer's termination of this Agreement during the Inspection Period, Seller shall retain the earnest money, except as otherwise stipulated in subparagraphs 3(a) and (b). 2 5. Due Dilice. Buyer shall procure, at Buyer's cost, a written title opinion establishing that title to the Property is good, insurable, and marketable, and vested in Seiler. Buyer, after examining said title opinion, shall notify Seller of any defects or unacceptable exceptions thereto at least twenty (20) days prior to the closing. All .issues as to -title defects and/or unacceptable exceptions to title shall be resolved to Buyer's satisfaction prior to closing. It is agreed that such papers that may be legally necessary to carry out the terms of this Agreement shall be executed and delivered by the parties as soon as the validity of the title to the Property has been established, if the Buyer shall decline to accept the Property due to a title defect or other exception to title, then this Agreement shall be null and void, whereupon the parties hereto shall have no further rights, duties, obligations, or liabilities to one another hereunder, except that Seller shall ensure that the entire amount of the earnest money deposit is immediately refunded to Buyer. 7. Warren The Seiler hereby affirmatively warrants that there are no latent or patent physical conditions), hazard(s) or feature(s) of, on or below the Property that will in any material way impede or frustrate the reasonable use of the Property by Brayer. Moreover, the Seller further warrants that it has no knowledge of any condemnation or compelled acquisition of all or any part of the Property by any entity. 8. Public.. Hearin,. Prior to closing on the Property, the Seller acknowledges that the Buyer may hold a public hearing with respect to this purchase wherein the details of said purchase may be revealed in an open forum. 9. Closing Date. A closing stall be conducted no later than fifteen (15) days after the termination of the Inspection Period. At the closing, the Seller shall deliver to the Buyer a Warranty Deed to the Property conveying goad, insurable, and marketable title to the Property, 3 and all mineral rights, with the hereditaments and appurtenances, to the Buyer and its assigns, in fee simple, free and clear of all liens, encumbrances, or exceptions on all or any part of the Property, except for permitted exceptions, if any, easements, restrictions, and other exceptions of record, together with all right, title, and interest of the Setter in and to the Property. Boyer during the Inspection Period may procure, at its own expense, a survey specifically setting forth the metes and bounds and acreage of the Property, and any such survey shall provide the legal description of the Warranty Deed to the Property. 10. Taxes. All taxes, assessments, and encumbrances which are a lien against the Property and are due and payable at the time of conveyance to the Buyer shall be satisfied. of record by the Seiler at or before the transfer of title. Real estate taxes which are a lien (but are not yet due and payable) will be prorated as of the date of closing. The Seller will pay the documentary revenue stamp tax or transfer, conveyance or recordation tax, assessment or charge, if any. 11. Risk of Loss. All risk of loss or damage to the Property will pass from the Seller to the Buyer at closing. In the event that loss or damage occurs to the Property prior to closing, the Buyer may, without liability and with ars immediate refund of the full amount of the earnest money deposit from the Setter, refuse to accept the conveyance of title, or it alternatively may elect to accept the conveyance of title to the Property "AS 1S." The Seller shall deliver possession of the Property to the Buyer at the time of closing. 12. Right of Enta. The Buyer may enter upon the Property at reasonable times for surveying and other reasonable purposes related to this transaction from the date of execution of this Agreement, through and including the time of delivery of possession of the Property to the Buyer by the Seller. The Buyer's entry upon the Property in accordance with this paragraph H shall be undertaken in such a manner so as to not unreasonably interfere with Seller's ongoing operations or do permanent or long-term damage to the Property. Buyer shall pay all costs incurred by Buyer in making any inspections, tests, analyses, and investigations of the Property and shall, to the extent if any allowed by law, indemnify and hold Seller harmless from any loss or damage to person or property occasioned by such activities of Buyer. 13. 'reservation _Qf_Property. The Seller agrees that the Property shall remain as it now is until the delivery of possession of the Property by the Seller to the Buyer, and that the Seller will make reasonable efforts to prevent and refrain from any use of the Property for any purpose or in any manner which would adversely affect the Buyer's use and enjoyment of the Property in the future. 14. Specific Perforrr mce. The parties agree that in the event of a breach hereof by the Seller (i.e. the refusal to execute the Warranty Deed at closing or to deliver possession of the Property to the Buyer at the appointed time), damages will be inadequate, and therefore the court having jurisdiction herein may award the Buyer specific performance in lieu of damages or any other remedies allowed by law. 15. Binding Effect. The agreements set forth herein are to apply to and bind the heirs, executors, administrators, successors, personal representatives and assigns of the Seller. 16. Final -Agreement. This Agreement terminates and supersedes all prior understandings or agreements on the subject matter hereof. This Agreement may be modified only by a further writing that is duly executed by both parties. 17. Severabili . if any paragraph, subparagraph, sentence, clause, phrase, or any portion of this Agareernent shall be declared invalid or unconstitutional by any court of competent jurisdiction or if the provisions of any part of this Agreement as applied to any particular 4 situation or set of circumstances shall be declared invalid or unconstitutional, such invalidity shall not be construed to affect the portions of this Agreement not held to be invalid. It is hereby declared to be the intent of the parties to provide for separable and divisible parts, and they do hereby adopt any and all harts hereof as may not be held invalid for any reason. 18. Gove in Law. This Agreement shall be governed, construed and interpreted by, through and under the Laws of the State of Georgia, without giving effect to its conflicts of taws principles. 19. Broker. Seller at closing shall pay to Power Realty Partners, LLC a brokerage commission of fire percent (5%) of the Purchase Price. Said commission shall only be paid in the event of a closing; as contemplated by this Agreement. 1"N WITNESS WHEREOF, the parties have executed this AUREEMENT FOR SALE OF REALTY as of the day and year first above written. '.''..CO 0 7� RY F zEn 11 SELLER: MICHAEL BELL By: Member/Manager 6 SIGNED, SEALED, ANS] I�ELIVERLD t presence j Wit ess i SIGNBDJ VALED, AND DELIVERED in t s f; witne Notary Public [N U"I'AItY SEALS My Commission Expires; SELLER: SRERYL BELL (WILSON) By 4�'�... Member/Manager BUYER: CITY OF MIL"T"ON, GEORGIA ADDENDUM TO AGREEMENT FOR PURCHASE AND SAFE Re: Agreement for Purchase and Sale Property: Approximately 7.05 acres, City of Milton, Fulton County, Georgia Seller: Michael Bell and Sheryl Bell Wilson Buyer: The City of Milton 1, For consideration contained in the above referenced Agreement, Seller and Buyer hereby agree to amend the said Agreement as follows: "Buyer shall have thirty (30) days to appraise the subject property. After said thirty (30) days the earnest money deposited herein shall not be refunded to Buyer due to any appraisal. contingencies." 2. For consideration contained in the above referenced Agreement, Seller and Buyer hereby agree to amend the said Agreement as follows - "The Thompson Road home is currently leased month to month at a rate of $400.00 per month.. Buyer hereby agrees to continue Io lease to the tenant a minimum of three (3) months at the same rate from the date of the closing; contemplated herein-" 3. l'or consideration contained in the above referenced Agreement, Seller and Buyer hereby agree to arnend the said Agreement as follows: "Seller may continue to use the property during the term of this Agreement. Seller may conduct an auction on the subject property or hold a yard sale to remove personal property from the subject property." 4. For consideration contained in the above referenced Agreement. Seller and Buyer hereby agree to amend the said Agreement as follows.: Exhibit "A7 will be drafted by Seller upon receiving written notice that Buyer is removing structures on the property. Upon receiving notice Seller will have seven (7) days to complete Exhibit "A" and shall have sixty (60) days to remove all items that Seller ineiudes on Exhi ►it "A"_ This shall survive 24 months post closing. S. All other provisions of said Agreement shall remain unchanged. SELLER: Michael BellWJ Datf' Sheryl B� F Wilson ©ate BUYER: z, '), -. Jae Lockwood, aS-a-T►-7-- Date Jun 16 1206:35p Bell Electric Co 7704754432 SECOND ADDENDUM TO AGREEMENT FOR PURCHASE SALE Re: Aggy-cement for Purchase and Sale Property: Approximately 7.06 acres, City of Milton, Fulton County, Selle _tM 116-iael 'Bell and Sheryl Bell Wilson Buyer: The City of Milton For dirle:11 5, hereby agree to amend Paragraph 2 of said Agreement as hallows: 'Tm-chase Price shall be Five Hundred Seventeen Thousand Five -clr� P, ararmXem Cents fk_i 1_ 7,50ij.01;; rn ine. T-.1 ici cin- in 'All othzx� nf-34l Agreenn_-Xa -,I-Mli ....... ...... SELLE, R: Michael Bell I Ic- Shcryl B r Ison BUYER: The City of Mitton As Its: Date Dale Dai e p.1