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AGENDA
ORO VALLEY TOWN COUNCIL
REGULAR SESSION
June 3, 2015
ORO VALLEY COUNCIL CHAMBERS
11000 N. LA CAÑADA DRIVE
REGULAR SESSION AT OR AFTER 6:00 PM
CALL TO ORDER
ROLL CALL
PLEDGE OF ALLEGIANCE
UPCOMING MEETING ANNOUNCEMENTS
COUNCIL REPORTS
DEPARTMENT REPORTS
The Mayor and Council may consider and/or take action on the items listed below:
ORDER OF BUSINESS: MAYOR WILL REVIEW THE ORDER OF THE MEETING
CALL TO AUDIENCE – At this time, any member of the public is allowed to address the Mayor and
Town Council on any issue not listed on today’s agenda. Pursuant to the Arizona Open Meeting
Law, individual Council Members may ask Town Staff to review the matter, ask that the matter be placed
on a future agenda, or respond to criticism made by speakers. However, the Mayor and Council may
not discuss or take legal action on matters raised during “Call to Audience.” In order to speak during
“Call to Audience” please specify what you wish to discuss when completing the blue speaker card.
PRESENTATIONS
1. 2015 Summer Transportation Art by Youth update
CONSENT AGENDA
(Consideration and/or possible action)
A. Fiscal Year 2014/15 Financial Update through March 2015
B. Resolution No. (R)15-38, authorizing and approving an Intergovernmental Agreement
between the Town of Oro Valley and Pima County, extending the terms of the existing IGA for
Pima County to provide street naming and addressing services
C. Resolution No. (R)15-39, authorizing and approving the Town of Oro Valley to enter into a
development agreement between the Town of Oro Valley and the El Conquistador Resort
Patio Homes Association, Inc. for Police Department Traffic Enforcement on private streets
D. Resolution No. (R)15-40, approving changes to Personnel Policy 19 - Training Employees and
D. Resolution No. (R)15-40, approving changes to Personnel Policy 19 - Training Employees and
Reimbursement for Educational Expenses
REGULAR AGENDA
1. PUBLIC HEARING: DISCUSSION AND POSSIBLE ACTION REGARDING AN
APPLICATION FOR A SERIES 9S (LIQUOR STORE WITH SAMPLING PRIVILEGES)
LIQUOR LICENSE FOR WALMART SUPERCENTER #4264 LOCATED AT 7951 N.
ORACLE ROAD
2. PUBLIC HEARING: RESOLUTION NO. (R)15-43, APPROVING THE ADOPTION OF THE
FINAL BUDGET OF THE TOWN OF ORO VALLEY FOR THE FISCAL YEAR 2015/16,
INCLUDING APPROVAL OF THE 15-YEAR CAPITAL IMPROVEMENT PLAN (CIP) FROM
FY 2015/16 THROUGH FY 2029/30
3. MOTION FOR RECONSIDERATION OF THE MAY 20, 2015 APPROVAL OF ORDINANCE
NO. (O)15-08, SPECIFICALLY RELATING TO ILLUMINATED SIGNS
4. RESOLUTION NO. (R)15-41, AUTHORIZING AND APPROVING A FINANCIAL
PARTICIPATION AGREEMENT BETWEEN THE TOWN OF ORO VALLEY AND THE
GREATER ORO VALLEY CHAMBER OF COMMERCE
5. RESOLUTION NO. (R)15-42, AUTHORIZING AND APPROVING A FINANCIAL
PARTICIPATION AGREEMENT BETWEEN THE TOWN OF ORO VALLEY AND
METROPOLITAN TUCSON CONVENTION AND VISITORS BUREAU (VISIT TUCSON)
6. DISCUSSION AND POSSIBLE ACTION REGARDING A CONCEPTUAL SITE PLAN AND
ARCHITECTURE FOR A 1,450 SQUARE FOOT ADDITION TO THE EXISTING CATHEY’S
SEW AND VAC LOCATED AT 8700 NORTH ORACLE ROAD
FUTURE AGENDA ITEMS (The Council may bring forth general topics for future meeting agendas.
Council may not discuss, deliberate or take any action on the topics presented pursuant to ARS
38-431.02H)
CALL TO AUDIENCE – At this time, any member of the public is allowed to address the Mayor and
Town Council on any issue not listed on today’s agenda. Pursuant to the Arizona Open Meeting
Law, individual Council Members may ask Town Staff to review the matter, ask that the matter be placed
on a future agenda, or respond to criticism made by speakers. However, the Mayor and Council may
not discuss or take legal action on matters raised during “Call to Audience.” In order to speak during
“Call to Audience” please specify what you wish to discuss when completing the blue speaker card.
ADJOURNMENT
POSTED: 5/27/15 at 5:00 p.m. by mrs
When possible, a packet of agenda materials as listed above is available for public inspection at least 24
hours prior to the Council meeting in the office of the Town Clerk between the hours of 8:00 a.m. –
5:00p.m.
The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a
disability needs any type of accommodation, please notify the Town Clerk’s Office at least five days prior
to the Council meeting at 229-4700.
INSTRUCTIONS TO SPEAKERS
Members of the public have the right to speak during any posted public hearing. However, those
items not listed as a public hearing are for consideration and action by the Town Council during
the course of their business meeting. Members of the public may be allowed to speak on these
topics at the discretion of the Chair.
If you wish to address the Town Council on any item(s) on this agenda, please complete a speaker card
located on the Agenda table at the back of the room and give it to the Town Clerk. Please indicate on
the speaker card which item number and topic you wish to speak on, or if you wish to speak
during “Call to Audience”, please specify what you wish to discuss when completing the blue
speaker card.
Please step forward to the podium when the Mayor announces the item(s) on the agenda which you are
interested in addressing.
1. For the record, please state your name and whether or not you are a Town resident.
2. Speak only on the issue currently being discussed by Council. Please organize your speech, you will
only be allowed to address the Council once regarding the topic being discussed.
3. Please limit your comments to 3 minutes.
4. During “Call to Audience” you may address the Council on any issue you wish.
5. Any member of the public speaking must speak in a courteous and respectful manner to those present.
Thank you for your cooperation.
Town Council Regular Session Item # 1.
Meeting Date:06/03/2015
2015 Summer Transportation Art by Youth Update
Information
Subject
2015 Summer Transportation Art by Youth update
Summary
The Southern Arizona Arts and Cultural Alliance (SACCA) in association with Town staff, on May 7th,
selected the team of Hiro Tashima and James E Butler as the artist to lead a team of 10 to 12 students
in the development of art work near the entrance of Naranja Park. With over 37 years of combined
experience working with youth artists, this artist team will bring an exciting art concept to the Town of Oro
Valley Naranja Park entrance. This presentation will introduce the team and the concept to the Mayor
and Council as well as the community.
Town Council Regular Session Item # A.
Meeting Date:06/03/2015
Requested by: Stacey Lemos Submitted By:Wendy Gomez, Finance
Department:Finance
Information
SUBJECT:
Fiscal Year 2014/15 Financial Update through March 2015
RECOMMENDATION:
This item is for information only.
EXECUTIVE SUMMARY:
In the General Fund (see attachment A), revenues collected through March totaled $23.5 million or
72.7% of the budget amount of $32.3 million. Year-to-date expenditures through March totaled $23.9
million or 71.1% of the budget amount of $33.7 million. Please note that transfers out now include the
Council-approved loan of $1.2 million to the Community Center & Golf Fund. The budget also includes a
transfer out of one-time revenues in the amount of $2.7 million to the General Government CIP Fund for
capital projects. Please note that year-to-date expenditures include approximately two-thirds of this
budgeted transfer out to the General Government CIP Fund of about $1,740,000.
In the Highway Fund (see attachment B), revenues collected through March totaled $2.2 million or 75.4%
of the budget amount of $3.0 million. Year-to-date expenditures through March totaled $2.3 million or
52.9% of the budget amount of $4.4 million. It is important to note that the Highway Fund budget includes
the planned use of $1.4 million in reserves, as all construction sales tax revenues are now fully
accounted for in the General Fund.
In the Bed Tax Fund (see attachment C), revenues collected through March totaled $599,764 or 63.2% of
the budget amount of $949,000. Year-to-date expenditures through March totaled $548,878 or 57.1% of
the budget amount of $961,000.
BACKGROUND OR DETAILED INFORMATION:
GENERAL FUND
Attachment A shows General Fund revenues and expenditures through March, as well as year-end
estimates for each category. The estimated year-end projections in the General Fund are as follows:
Revenues $31,689,850
Less:
Expenditures ($32,825,404) (A)
Less:
Approved Use of Contingency ($ 300,000) **
Est. Decrease in Fund Balance ($ 1,435,555)
(A) Includes Council-approved loan of $1.2 million to the Community Center & Golf Fund
** Council-approved payment to Public Safety Personnel Retirement System (PSPRS)
General Fund Revenues
Local sales tax collections in the General Fund total $11.6 million or 74.0% of the budget amount of
$15.7 million. Sales tax collections in the General Fund are estimated to come in below budget by
approximately $314,000 or 2.0% based on current collections-to-date trending slightly below
budgeted levels. Please see Attachment E for a monthly tracking of General Fund local sales tax
collections, including construction and utility sales tax.
License and permit revenues are estimated to come in under budget by about $300,000 or 16.7%
due primarily to single family residential (SFR) permitting trends. A total of 135 SFR permits are
projected for FY 14/15, compared to the 200 that were budgeted.
Federal grant revenues are estimated to come in over budget by about $67,000 or 11.3% due to
grant funds received for a Police DUI Tahoe and hosting of collision investigation training classes
funded by the Governor's Office of Highway Safety.
State grant revenues are estimated to come in under budget by about $225,000 or 14.0%. Of this
amount, approximately $105,000 reflects RTA reimbursements for Transit, which corresponds to
estimated expenditure savings. Capacity of $75,000 was placed in the budget for potential funding
of a new school resource officer and is not expected to be utilized this fiscal year. Corresponding
personnel savings of $75,000 is included in the Police Department's year-end estimated
expenditures. Finally, capacity of $50,000 was placed in the budget for a potential Steam Pump
Ranch grant from Freeport McMoran, which the Town does not expect to receive.
Charges for Services revenues are estimated to come in over budget by about $183,000 or 10.9%
due to revenue trends at the Aquatic Center, zoning & subdivision fees, engineer plan review fees
and user fee revenues for field and court rentals.
Fine revenues are estimated to come in under budget by $40,000 or 22.2% based on current
trends and citation filings.
Staff will continue to monitor revenue collections and may adjust the year-end estimates based on actual
trends.
General Fund Expenditures
Expenditures are estimated to come in under budget by approximately $830,000 or 2.5% due to
projected personnel vacancy savings, as well as projected operations and maintenance (O&M)
savings by departments. Due to the observed slowdown in revenue collections, with a considerable
amount classified as one-time, the estimated transfer to the General Government CIP Fund for
one-time capital projects has been reduced by $120,000, which will not affect current year
budgeted projects, but rather the banking of funds for the future PD Property ID and Substation
Building. The timeline on this project is likely to be extended out further, as efforts on securing a
building location are still underway.
HIGHWAY FUND
Highway Fund Revenues
State shared highway user revenue funds (HURF) total $2.1 million or 74.8% of the budget amount
of $2.8 million. Highway Fund revenues in total are expected to come in over budget by about
$133,000 or 4.5%, due primarily to HURF revenues. These revenues are up nearly 9% over last
fiscal year due to economic growth and Senate Bill 1487, which allocated additional monies to
HURF for FY 14/15. The year-end estimate for HURF revenues was provided by the League of
Arizona Cities & Towns.
Highway Fund Expenditures
Expenditures are estimated to come in under budget by about $289,000 or 6.6%. This is due in
large part to capacity of $180,000 for the Tangerine Access to Safeway (1st Ave) CIP project,
which is expected to rollover into FY 15/16, as well as projected division O&M savings. Note these
savings are estimates and are subject to change.
BED TAX FUND
Bed Tax Revenues
Bed tax revenues total $595,051 or 63.0% of the budget amount of $945,000 and are estimated to
come in on budget at this time.
Bed Tax Fund Expenditures
Expenditures are estimated to come in under budget by about $15,000 or 1.5%, due to projected
O&M and personnel vacancy savings. Note these savings are estimates and are subject to change.
Please see Attachments A, B, and C for additional details on the General Fund, Highway Fund and Bed
Tax Fund respectively. See Attachment D for a fiscal year-to-date consolidated summary of all Town
funds. In addition, as noted earlier, Attachment E includes a breakdown of monthly local sales tax
collections for the General Fund.
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
This item is for information only.
Attachments
Attachment A - General Fund
Attachment B - Highway Fund
Attachment C - Bed Tax Fund
Attachment D - Summary All Funds
Attachment E - GF Local Sales Tax
ATTACHMENT A
March YTD Financial Status
General Fund
% Budget Completion through March --- 75.0%
% Actuals YE % Variance
to Budget to Budget
REVENUES:
LOCAL SALES TAX 11,600,450 15,676,905 74.0% 15,362,467 -2.0%
LICENSES & PERMITS 1,172,001 1,805,547 64.9% 1,504,226 -16.7%
FEDERAL GRANTS 494,526 597,365 82.8% 664,804 11.3%
STATE GRANTS 900,915 1,607,300 56.1% 1,382,155 -14.0%
STATE/COUNTY SHARED 7,602,237 10,303,762 73.8% 10,303,762 0.0%
OTHER INTERGOVERNMENTAL 10,000 15,000 66.7% 15,000 0.0%
CHARGES FOR SERVICES 1,402,334 1,688,995 83.0% 1,872,351 10.9%
FINES 109,096 180,000 60.6% 140,000 -22.2%
INTEREST INCOME 91,466 81,125 112.7% 92,000 13.4%
MISCELLANEOUS 84,473 135,000 62.6% 168,085 24.5%
TRANSFERS IN - 185,000 0.0%185,000 0.0%
TOTAL REVENUES 23,467,497 32,275,999 72.7% 31,689,850 -1.8%
% Actuals YE % Variance
to Budget to Budget
EXPENDITURES:
COUNCIL 163,886 207,022 79.2% 203,847 -1.5%
CLERK 281,349 497,102 56.6% 381,802 -23.2%
MANAGER 523,471 721,724 72.5% 716,195 -0.8%
HUMAN RESOURCES 247,649 371,998 66.6% 353,929 -4.9%
FINANCE 524,015 748,060 70.0% 729,482 -2.5%
INFORMATION TECHNOLOGY 980,634 1,432,374 68.5% 1,412,183 -1.4%
GENERAL ADMINISTRATION 1,218,643 1,867,600 65.3% 1,805,600 -3.3%
LEGAL 519,497 756,855 68.6% 732,405 -3.2%
COURT 535,191 789,826 67.8% 776,499 -1.7%
DEV & INFRASTRUCTURE SVCS 3,072,757 4,564,803 67.3% 4,254,061 -6.8%
PARKS & RECREATION 1,941,504 2,722,617 71.3% 2,721,752 0.0%
POLICE 10,813,792 14,885,819 72.6% 14,766,684 -0.8%
TRANSFERS OUT 3,101,497 4,090,965 75.8%3,970,965 -2.9%
TOTAL EXPENDITURES 23,923,886 33,656,765 71.1% 32,825,404 -2.5%
SURPLUS / (DEFICIT) (456,388) (1,380,766) (1,135,555)
BEGINNING FUND BALANCE 11,534,023
Plus: Surplus / (Deficit)(1,135,555)
Less:
Approved Use of Contingency Reserves during FY 14/15 - payment to PSPRS (300,000)
ENDING FUND BALANCE **10,098,468
* Year-end estimates are subject to further revision
** Ending fund balance amounts are estimates and are subject to further revision
(A) Includes Council-approved loan of $1.2 million to Community Center and Golf Fund
FY 2014/2015
Year End
Estimate *
Budget Year End
Estimate *
Actuals
thru 3/2015
Actuals
thru 3/2015
Budget
(A)
F:\BUDGET ANALYST\Financial Reports 2014-2015\3Q\Mar\Mar FY15 Monthly Report 05/21/2015
ATTACHMENT B
March YTD Financial Status FY 2014/2015
% Budget Completion through March --- 75.0%
Actuals
thru 3/2015 Budget % Actuals
to Budget
Year End
Estimate *
YE % Variance
to BudgetREVENUES:
LICENSES & PERMITS 43,746 52,000 84.1% 52,000 0.0%
STATE/COUNTY SHARED 2,061,424 2,754,947 74.8% 2,882,445 4.6%
CHARGES FOR SERVICES 97,119 129,493 75.0% 129,493 0.0%
INTEREST INCOME 23,824 19,250 123.8% 25,000 29.9%
MISCELLANEOUS 8,852 10,000 88.5%10,000 0.0%
TOTAL REVENUES 2,234,964 2,965,690 75.4% 3,098,938 4.5%
Actuals
thru 3/2015 Budget % Actuals
to Budget
Year End
Estimate *
YE % Variance
to BudgetEXPENDITURES:
ADMINISTRATION 363,310 610,478 59.5% 596,169 -2.3%
TRANSPORTATION ENGINEERING 376,474 537,275 70.1% 527,433 -1.8%
PAVEMENT MANAGEMENT 421,623 1,219,002 34.6% 1,161,843 -4.7%
STREET MAINTENANCE 733,106 1,053,631 69.6% 1,032,201 -2.0%
TRAFFIC ENGINEERING 407,143 934,276 43.6%747,782 -20.0%
TOTAL EXPENDITURES 2,301,655 4,354,662 52.9% 4,065,428 -6.6%
SURPLUS / (DEFICIT) (66,691) (1,388,972) (966,490)
BEGINNING FUND BALANCE 4,175,161
Plus: Surplus / (Deficit)(966,490)
ENDING FUND BALANCE **3,208,671
* Year-end estimates are subject to further revision
** Ending fund balance amounts are estimates and are subject to further revision
Highway Fund
F:\BUDGET ANALYST\Financial Reports 2014-2015\3Q\Mar\Mar FY15 Monthly Report 05/21/2015
ATTACHMENT C
March YTD Financial Status
% Budget Completion through March --- 75.0%
% Actuals YE % Variance
to Budget to Budget
REVENUES:
BED TAXES 595,051 944,571 63.0% 944,571 0.0%
INTEREST INCOME 4,712 4,125 114.2%6,000 45.5%
TOTAL REVENUES 599,764 948,696 63.2% 950,571 0.2%
% Actuals YE % Variance
to Budget to Budget
EXPENDITURES:
ECONOMIC DEVELOPMENT 381,335 608,457 62.7% 593,658 -2.4%
TRANSFERS OUT 167,543 352,543 47.5%352,543 0.0%
TOTAL EXPENDITURES 548,878 961,000 57.1% 946,201 -1.5%
SURPLUS / (DEFICIT) 50,886 (12,304) 4,370
BEGINNING FUND BALANCE 425,099
Plus: Surplus / (Deficit)4,370
ENDING FUND BALANCE **429,469
* Year-end estimates are subject to further revision
** Ending fund balance amounts are estimates and are subject to further revision
FY 2014/2015
Year End
Estimate *
Budget Year End
Estimate *
Bed Tax Fund
Budget Actuals
thru 3/2015
Actuals
thru 3/2015
F:\BUDGET ANALYST\Financial Reports 2014-2015\3Q\Mar\Mar FY15 Monthly Report 05/21/2015
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05/21/2015
Town Council Regular Session Item # B.
Meeting Date:06/03/2015
Requested by: Paul Keesler
Submitted By:Paul Keesler, Development Infrastructure Services
Department:Development Infrastructure Services
Information
SUBJECT:
Resolution No. (R)15-38, authorizing and approving an Intergovernmental Agreement between the Town
of Oro Valley and Pima County, extending the terms of the existing IGA for Pima County to provide street
naming and addressing services
RECOMMENDATION:
Staff recommends retaining Pima County as the service provider for the regional addressing services,
through the attached IGA (see Attachment 1), and that funding for these services be directly charged to
the customer by Pima County.
EXECUTIVE SUMMARY:
On July 6, 2010, the Town of Oro Valley and Pima County entered into an Intergovernmental Agreement
(“IGA”) to establish the authority for the creation of addresses to property and improvements within the
jurisdictional boundaries of the Town. The term of the IGA is five years and expires on July 6, 2015. In
order for the County to continue providing said addressing services, the terms of the IGA need to be
extended.
The new IGA (see Attachment 1) will extend the terms of the existing IGA for an additional five years,
with further renewals upon the written agreement of the parties.
BACKGROUND OR DETAILED INFORMATION:
Uniform addressing is an important tool for public safety first responders and is the most desirable way of
assigning new addresses across jurisdictional boundaries. Pima County is the regional addressing
services provider for all jurisdictions throughout the County except for the Town of Marana.
Intergovernmental Agreements (IGA's) have been in place for these services since the mid-1980's. The
current IGA between the Town and Pima County will expire on July 7, 2015.
In addition to the uniformity provided by this current arrangement, the County providing a regional
addressing approach makes sense from a business practice. Costs for development related activities
are seldom fully recovered by user fees. If the Town were to undertake these functions, there would most
likely be a portion of this program subsidized by the General Fund. And this is not a development
function such as planning, permitting or inspections in which the Town most definitely needs to maintain
its own identity. In this case regional uniformity is advantageous and less costly to the Town when
managed by others.
The proposed IGA (see Attachment 1) extends the current agreement (see Attachment 2) for 5 years and
retains Pima County as the service provider for regional addressing services, and specifies that funding
for these services be directly charged to the customer.
for these services be directly charged to the customer.
The Town of Oro Valley has historically entered into this agreement with the County. A list of former
resolutions are:
(R)10-05 approved on 1/20/10
(R)07-136 approved on 12/19/07
(R)00-103 approved on 12/6/00
(R)267 approved on 9/11/86
FISCAL IMPACT:
There is no fiscal impact to the Town. All fees are paid by the individual requesting the service.
SUGGESTED MOTION:
I move to (Adopt or Deny) Resolution No. (R)15-38, authorizing and approving an Intergovernmental
Agreement between the Town of Oro Valley and Pima County, extending the terms of the existing IGA for
Pima County to provide street naming and addressing services.
Attachments
(R)15-38 IGA w/ Pima County for Street Naming and Addressing Services
Attachment 1 - IGA to extend Addressing Services
Attachment 2 - Existing Addressing IGA
RESOLUTION NO. (R)15-38
A RESOLUTION OF THE MAYOR AND COUNCIL OF THE
TOWN OF ORO VALLEY, ARIZONA AUTHORIZING AND
APPROVING AN AMENDMENT TO THE
INTERGOVERNMENTAL AGREEMENT BETWEEN THE TOWN
OF VALLEY AND PIMA COUNTY FOR STREET NAMING AND
ADDRESSING SERVICES
WHEREAS, pursuant to ARS § 11-951, the Town of Oro Valley (“Town”) and Pima
County (“County”) may enter into agreements with one another for joint or cooperative
action; and
WHEREAS, pursuant to ARS § 11-802, Pima County is authorized to plan and provide
for future growth and improvement within the County and coordinate all improvements
therewith; and
WHEREAS, pursuant to Pima County Code § 18.83.040, Pima County established a
uniform system for street names and address numbers; and
WHEREAS, pursuant to ARS § 9-240, the Town is authorized to address properties; and
WHEREAS,on July 6, 2010, the County and the Town entered into an
Intergovernmental Agreement to establish the authority for the creation of addresses to
property and improvements within the jurisdictional boundaries of the Town; and
WHEREAS, the County and Town desire to extend the IGA for an additional five years;
and
WHEREAS, it is in the best interest of the Town to enter into this first amendment the
Intergovernmental Agreement, attached hereto as Exhibit “A”, between the Town and
Pima County for street naming and addressing services.
NOW, THEREFORE BE IT RESOLVED BY THE MAYOR AND COUNCIL of
the Town of Oro Valley, Arizona that:
SECTION 1. The first amendment to the Intergovernmental Agreement between the
Town of Oro Valley and Pima County for street naming and addressing services, attached
hereto as Exhibit “A”, is hereby approved.
SECTION 2. That the Mayor of the Town of Oro Valley and other administrative
officials are hereby authorized to take such steps as necessary to execute and implement
the terms of the Intergovernmental Agreement.
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley,
Arizona, this 3
rd day of June, 2015.
TOWN OF ORO VALLEY
_______________________________
Dr. Satish I. Hiremath, Mayor
ATTEST:APPROVED AS TO FORM:
Julie K. Bower, Town Clerk Tobin Sidles, Legal Services Director
____________________________________________________________
Date Date
EXHIBIT “A”
No. 01-25-O-142853-0710
Page 1 of 2
FIRST AMENDMENT EXTENDING INTERGOVERNMENTAL AGREEMENT
BETWEEN PIMA COUNTY AND THE TOWN OF ORO VALLEY FOR STREET
NAMING AND ADDRESSING SERVICES
This Intergovernmental Agreement Amendment is entered into by and between Pima County, a
body politic and corporate of the State of Arizona (“County”) and Town of Oro Valley (“Oro
Valley”) pursuant to A.R.S. § 11-952.
Recitals
A. On July 6, 2010, the County and Oro Valley entered into an Intergovernmental
Agreement (“IGA”) to establish the authority for the creation of addresses to property
and improvements within the jurisdictional boundaries of the Town.
B. The term of the IGA is five years and expires on July 6, 2015.
C. The County and Oro Valley desire to extend the IGA for an additional five years, with
further renewals upon the written agreement of the parties.
Agreement
Therefore, the County and Oro Valley mutually agree as follows:
1. The IGA is extended for an additional five years, effective July 7, 2015 and terminating
July 7, 2020, unless, prior to the expiration of the period, extended or terminated by
agreement of the parties.
2. All other terms and provisions of the IGA shall continue in full force and effect.
In witness whereof, the County has caused this Intergovernmental Agreement Amendment to be
executed by the Chair of its Board of Supervisors and attested to by the Clerk of the Board, and
Town has caused this Intergovernmental Agreement Amendment to be executed by the Mayor
upon resolution of the Mayor and Council and attested to by:
PIMA COUNTY:TOWN OF ORO VALLEY:
Chair, Board of Supervisors Mayor
ATTEST:
Clerk of the Board Town Clerk
No. 01-25-O-142853-0710
Page 2 of 2
ATTORNEY CERTIFICATION:
The foregoing Amendment to the Intergovernmental Agreement between Pima County and the
Town of Oro Valley has been reviewed pursuant to A.R.S. § 11-952 by the undersigned who
have determined that it is in proper form and is within the powers and authority granted under
the laws of the State of Arizona to those parties to the Intergovernmental Agreement represented
by the undersigned.
Pima County:Town of Oro Valley:
____________________________________________________________
Deputy County Attorney Town Attorney
RESOLUTION NO. 2010 -~
RESOLUTION OF THE PIMA COUNTY BOARD OF
SUPERVISORS APPROVING AND AUTHORIZING THE
EXECUTION OF AN INTERGOVERNMENTAL
AGREEMENT BETWEEN PIMA COUNTY AND THE TOWN
OF ORO VALLEY FOR STREET NAMING AND
ADDRESSING SERVICES
WHEREAS, Pima County (the "County") and the Town of Oro Valley (the "Town")
wish to enter into a cooperative agreement for the purpose of jointly providing street naming and
addressing services, for the benefit of the residents of the Town and all of Pima County; and
WHEREAS, the purpose of this project is to provide street naming and addressing
services, which by providing these services jointly will maintain uniformity in street naming and
numerical addressing, eliminate inconsistencies in and duplication of street names, and facilitate
emergency vehicle response; and
WHEREAS, it is necessary for the parties to establish an intergovernmental agreement in
order to carry out the intent of the parties and define the roles and responsibilities regarding the
intended cooperative effort;
NOW, THEREFORE, UPON MOTION DULY MADE, SECONDED AND
CARRIED, BE IT RESOLVED THAT:
1. The intergovernmental agreement between Pima County and the Town of Oro Valley for
providing street naming and addressing services is hereby approved.
2. In order to render the intergovernmental agreement effective on July 1,2010 to coordinate
with the effective date of the related fee ordinance, the Chairman of the Board is hereby
authorized and directed to sign the intergovernmental agreement for the Pima County Board
of Supervisors on the date of July 1,2010.
3. The various officers and employees of Pima County are hereby authorized and directed to
perform all acts necessary and desirable to give effect to this Resolution.
PASSED, ADOPTED AND APPROVED this 20th day of April 2010.
ATTEST: APPROV/ <IS TO FORM:
~~ ~
Clerk of the Board of Supervisors eputy County Attorney
ANDREW FLAGG
2
RESOLUTION NO. (R) 10-05
A RESOLUTION OF THE MAYOR AND COUNCIL OF THE
TOWN OF ORO VALLEY, ARIZONA AUTHORIZING AND
APPROVING AN INTERGOVERNMENTAL AGREEMENT
BETWEEN THE TOWN OF ORO V ALLEY AND PIMA COUNTY
FOR STREET NAMING AND ADDRESSING SERVICES
WHEREAS, the Town of Oro Valley is a political subdivision of the State of Arizona
vested with all associated rights, privileges and benefits and is entitled to the immunities
and exemptions granted municipalities and political subdivisions under the Constitution
and laws of the State of Arizona and the United States; and
WHEREAS, pursuant to ARS § 11-952, the Town of Oro Valley ("Town") and Pima
County ("County") may enter into agreements with one another for joint or cooperative
action; and
WHEREAS, pursuant to ARS § 11-802, the County is authorized to plan and provide for
future growth and improvement within the County and coordinate all improvements
therewith; and
WHEREAS, pursuant to Pima County Code § 18.83.040, the County established a
unifonn system for street names and address numbers; and
WHEREAS, pursuant to ARS § 9-240, the Town is authorized to address properties; and
WHEREAS, the County and Town desire to enter into an Intergovernmental Agreement
to jointly provide street naming and addressing services which will maintain uniformity
in street naming and numerical addressing, eliminate inconsistencies and duplication of
street names, and facilitate emergency vehicle response; and
WHEREAS, it is in the best interest of the Town to enter into the Intergovernmental
Agreement, attached hereto as Exhibit "A", between the Town and the County to define
the roles and responsibilities for street naming and addressing services.
NOW, THEREFORE BE IT RESOLVED by the Mayor and Council of the Town of
Oro Valley, Arizona, that:
SECTION 1. The Intergovernmental Agreement between the Town of Oro Valley and
Pima County, attached hereto as Exhibit "A" and incorporated herein by this reference,
for street naming and addressing services is hereby authorized and approved.
SECTION 2. That the Mayor of the Town of Oro Valley and other administrative
officials are hereby authorized to take such steps as necessary to execute and implement
the tenns of the Intergovernmental Agreement.
F'\Building SafetylSuzarmelCOUNCILIResolution for IGA Addressing.doc Town of Oro Valley Attorney's Officeicall20209
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley,
Arizona, this 20th day of January ,2010.
TOWN OF ORO VALLEY
Paul H. Loomis, Mayor
ATTEST: APPROVED AS TO FORM:
r=~
Tobin Rosen, Town Attorney ~
/-) l17-'-( I D
Date Date
F:\Building SafetylSuzannelCOUNCILIResolution for IGA Addressing.doc Town of Oro Valley Attomey's Office/cal120209
Intergovernmental Agreement
between
Pima County and Town of Oro VaHey
for
Street Naming and Addressing Services
This Intergovernmental Agreement (lGA) is entered into by and between Pima County, a body
politic and corporate of the State of Arizona ("County") and the Town of
Oro Valley ("Town") pursuant to A.R.S. § 11-952.
Recitals
A. County and Town may contract for services and enter into agreements with one another for
joint or cooperative action pursuant to A.R.S. § 11-951, et seq.
B. Pima County is authorized by A.R.S. § 11-802 to plan and provide for the future growth
and improvement of the County, and coordinate all improvements therewith. As part of
that, Pima County, pursuant to Pima County Code § 18.83.040, established a unifonn
system for street names and address numbers.
C. Town is authorized by [Select correct citation for entity: A.R.S. § 9-240 or 9-461.08 or
other correct citation], General Powers ofCOlnmon Council, to regulate the addressing of
properties.
D. County and Town desire to establish the authority for the creation of addresses to property
and improvements within the jurisdictional boundaries of the Town.
NOW, THEREFORE, County and Town, pursuant to the above, and in consideration of the
Inatters and things set forth in this lGA, do mutually agree as follows:
Agreement
1. Purpose. The purpose of this lGA is for the County and Town to jointly provide street
naming and addressing services. Providing these services jointly will maintain uniformity in
street naming and numerical addressing, eliminate inconsistencies in and duplication of street
names, and facilitate emergency vehicle response.
FIPlanning &. ZOlllngIIGA's\Pima Counlv &. TOV -Streel Naming-Addressing\{) I 07 J 0 Addressing lOA linal.doe 1
2. Appeal Procedures. Town shall have administrative jurisdiction to hear and decide appeals
of addressing conflicts. Town may:
a. Designate an appeal hearing official or body;
b. Establish an appeal process in its Town Code; and
c. Notify County of appeals decisions.
3. Scope. County shall review and assign street names and addresses for all parcels and
development within the Town limits.
4. Street Names. County shall review and approve all subn1itted street names, both public and
private, for new or renamed street segments. County shall assign street names to all private
roads or easements as may be necessary to facilitate proper addressing in unsubdivided areas
and process the names for official adoption. County shall transmit written responses to Town
within ten business days following receipt of complete review docun1ents.
5. Town Processing of Street N arne Changes. Town shall process street name changes as
requested by County and notify County as to effective date of street name changes within
ten working days.
6. Addresses. County shall assign addresses, in accordance with Pima County Code,
Chapter 18.83, Addressing Standards, and County Policies, to all parcels and
developlnents within the Town limits upon submittal of proper docUlnentation and
materials.
a. Voluntary address changes. County shall review, assign and process all voluntary
requests for change of addresses.
b. Involuntary address changes and address corrections. County shall review, assign
and process address corrections and coordinate with Town all involuntary address
changes as may be required to facilitate proper assignment of new addresses. County
shall notify Town of address changes.
c. Non-conforming address changes. Town staff shall research, field verify and
docun1ent existing non-conforming addresses and street naInes in residential and
commercial projects at Town's expense, and shall submit the infonnation to County
for ne\N' addr~ss assignment. County shall assign correct addresses for any
non-conforming address when notified by Town.
7. Address Records.
a. County shall process and maintain, on scanned in1ages, all assigned addresses of:
FV'lannlfl~ & z'olllngIIGII'sIP,mfl County & TOV -Slrcct Namlflg-IIddrcssIHgIO I 07 I 0 Addressing lOA tinaJ.doc 2
1. All lots in subdivision n1aps and plats recorded in the Office of the Pima
County Recorder;
11. All new approved developlnent plans, tentative plats (when appropriate) and
approved site plans involving multi-tenant and multi-building applications.
b. County shall process and maintain, on scanned images, all changes of addresses for
existing subdivided and commercial projects. (Exceptions: some old cOlnmercial
projects may not have site plan availability.)
c. County shall perform all activities necessary to update and maintain addresses on
master mylar copies.
d. County shall record and maintain all assigned addresses on any cOlnmercial
development in existence prior to the effective date of the first intergovernmental
agreement for street naming and addressing, subject to site plan availability
indicating all buildings, tenant spaces and current numbering.
e. County shall perform all activities necessary to update and maintain addresses,
including unit/space numbers as appropriate, for the jurisdictions with which it
shares a COlnmon permitting systeln.
8. Street Alignments. Town shall transmit to County all proposed street realignment proposals
at beginning of the initial review stages and all subsequent submittals. County shall review
and con1ment on all proposed street alignlnents and realignments. County shall translnit
written responses to Town within ten business days of receipt of complete review doculnents.
9. Subdivision Plat and Development Plans. County shall review all subdivision plat and
development plan submittals for addressing requirements. County shall transn1it written
responses to Town within ten business days of receipt of complete review docUlnents.
10. Recorded Map and Plat Copies to County. Town shall provide County n1ylars of recorded
maps and plats after recordation as source documents for addressing purposes.
11. Final Approved Subdivisions, Development Plans and Street Names. Town shall
transmit to County final approved subdivisions, development plans and street nmnes when
written clearance is received from County Addressing.
12. Town's Duty to Require Addressing. Town shall verify and use assigned addresses, as
indicated on scanned images of assigned addresses provided by County, in approving Town
plats, development plans and other land use regulations and in issuing Town permits. Those
individuals not having an assigned address will be sent to County for assignment.
a. Address/or a Parcel or Commercial Development. Town shall require any applicant
FIPlanning & 7.onmgIIGA'sIPima County & TO V -Street Naming-AddressiliglO I 071 0 Addressing lOA rmal.ooe 3
desiring an address for a parcel or comn1ercial development to obtain from County
the proper address for each site, structure or tenant improvement prior to building
permit issuance.
b. Tenant Improvement in Existing Commercial Development not on File with County .
. In the event any applicant desires a new address for a tenant improvement within an
existing comlnercial developlnent which is not on file with County, Town shall
require the applicant to provide a sketch plan showing the building with all currently
displayed addresses and the dimensional location of the requested tenant
ilnprovement. County shall assign new addresses for tenant improvelnents in existing
con1mercial projects not on file after receipt of the sketch plan.
c. Commercial Multi-building or Multi-tenant Projects. Town shall require any
applicant requesting addresses for new commercial multi-building or multi-tenant
projects to provide County with required map documents. Town shall verify prior to
release of building permits on any new commercial multi-building or multi-tenant
project that applicant has a Receipt of All Required Addressing Documents from
County.
d. Enforcement regarding use of non County approved addresses. Non County
approved addresses in use within incorporated areas may be submitted to the
appropriate Town's agency for enforcement action. Follow up on such actions shall
be at Town's discretion.
13. Town's Duty to Require Signage and Address Display_
a. Street Signs. Town shall expeditiously install or require the installation of street signs
for all new and renamed streets on the effective date.
b. Address Display. Town shall field verify that all assigned addresses are permanently
displayed and all street signage (when appropriate) are installed with correct spelling
prior to occupancy permit issuance.
14. Meetings. County shall attend development review Ineetings as required by the Town.
15. Payment for Services. County shall charge fees to recover all costs from Town customers
in accordance with the Development Services Fee Schedule, Table 4, Addressing Fees. Said
Fee Schedule, as adopted, is updated every fiscal year and is posted on the Pima County
website. Payment shall be collected by County at the time of service delivery.
16. Term. This IGA shall be effective on the date it is executed by County or Town, whichever
occurs later, and shall continue for a period of five (5) years unless it is, prior to the
expiration of the period, extended or tenninated by agreement of the parties.
F'\Planning &. /omnf!\IGA's\Pllna County & TOV -Streei Namlng·Addrcssmg\O 1 0710 Addressing lOA finaLJoc 4
17. Termination.
a. Termination for Convenience. Either Party Inay, at any tilne and without cause,
cancel this lOA by providing 30 days written notice to the other Party of intent to
cancel.
b. Tenninationfor Cause. If, in the judgn1ent of either party to this lOA, the other
party does not perforn1 in accordance with the conditions of this lOA, or is
otherwise in default of any provision of this lOA, the party claiming
nonperformance or default shall give written notice to the other party specifying
the nature of the non-performance or default. If the non-performance or default is
not corrected within 30 days after receipt of such written notice, or if the
non-perfonning or defaulting party fails to diligently pursue remedies for
corrections which require lnore than 30 days to cOlnplete, the party claiming
non-perfonnance or default may terminate this lOA.
c. lvon-Appropriation. Notwithstanding any other provision in this lOA, this lOA
may be terminated if, for any reason, the Pin1a County Board of Supervisors or the
Town Council does not appropriate sufficient monies for the purpose of
Inaintaining this lOA.
d. Obligations after Termination. In the event oftennination, the Parties shall have no
further obligation other than for payment for services rendered prior to tennination.
18. Books and Records. Each Party shall keep and maintain proper and complete books,
records and accounts and the same shall be open for inspection and audit by duly authorized
representatives of the other Party at all reasonable tin1es.
19. Disposal of Property. Upon the termination of this lOA, all property involved shall reveli
back to the owner. Termination shall not relieve any party from liabilities or costs already
. incurred under this lOA, nor affect any ownership of property pursuant to this lOA.
20. Indemnification. Each party (as Indemnitor) agrees to indemnify, defend and hold harmless
the other party (as Indemnitee) from and against any and all claims, losses, liability, costs or
expenses (including reasonable attorney' s fees) (hereinafter collectively referred to as
"claims") arising out of bodily injury of any person (including death) or property damage,
but only to the extent that such claims which result in vicarious/derivative liability to the
Indemnitee, are caused by the act, omission, negligence, misconduct, or other fault of the
lnden1nitor, its officers, officials, agents, employees, or volunteers.
21. Compliance with La·ws. The parties shall comply with all federal, state and local laws,
rules, regulations, standards and Executive Orders, without limitation to those designated
within this lOA. The laws and regulations of the State of Arizona shall govern the rights of
F.\I'lanning & lonmgllGi\'slPnna Counly & TOV -Sireel Naming·AddressmglOI0710 Addressmg lOA finaLdoe 5
the parties, the perforn1ance of this lOA and any disputes under this lOA. Any action
relating to this lOA shall be brought in an Arizona court in Pima County.
22. Non-Discrimination. The parties shall not discrilninate against any County en1ployee,
client or any other individual in any way because of that person's age, race, creed, color,
religion, sex, disability or national origin in the course of carrying out their duties pursuant
to this lOA. The parties shall comply with the provisions of Executive Order 75-5, as
mnended by Executive Order 99-4, which is incorporated into this lOA by reference, as if set
forth in full herein. .
23. ADA. The parties shall con1ply with all applicable provisions of the Americans with
Disabilities Act (Public Lavv 101-336,42 U.S.C. 12101-12213) and all applicable federal
regulations under the Act, including 28 CFR Parts 35 and 36.
24. Severability. If any provision of this lOA, or any application thereof to the parties or any
person or circumstances, is held invalid, such invalidity ::;hall not affect other provisions or
applications of this lOA which can be given effect, without the invalid provision or
application and to this end the provisions of this lOA are declared to be severable.
25. Conflict of Interest. This contract is subject to cancellation for conflict of interest pursuant
to A.R.S. § 38-511, the pertinent provisions of which are incorporated herein by reference.
26. Legal Authority. Neither party warrants to the other its legal authority to enter into this
lOA. If a court, at the request of a third person, should declare that either party lacks
authority to enter into this lGA, or any part of it, then the IGA, or parts of it affected by such
order, shall be null and void, and no recovery may be had by either party against the other
for lack of performance or otherwise.
27. Worker's Compensation. Each party shall comply with the notice of A.R.S. § 23-1 022(E).
For purposes of A.R.S. § 23-1022, each party shall be considered the primary en1ployer of
all personnel currently or hereafter employed by that party, irrespective of the operations of
protocol in place, and said party shall have the sole responsibility for the payment of
Worker's Con1pensation benefits or other fringe benefits of said employees.
28. No Joint Venture. It is not intended by this IGA to, and nothing contained in this lOA shall
be construed to, create any partnership, joint venture or employment relationship between
the pmiies or create any employer-employee relationship between County and any Town
employees, or between Town and any County employees. Neither party shall be liable for
any debts, accounts, obligations or other liabilities whatsoever of the other, including
(without limitation) the other party's obligation to withhold Social Security and income taxes
for itself or any of its employees.
29. No Third Party Beneficiaries. Nothing in the provisions of this IGA is intended to create
duties or obligations to or rights in third parties not parties to this IGA or affect the legal
F"IPlannmg & 7,omngIIGA's\Plma County & TOV· Street Naming·AddressingIOI0710 Addressing IGA linal.doc 6
liability of either party to the IGA by imposing any standard of care with respect to the
maintenance of public facilities different from the standard of care in1posed by law.
30. Counterparts. This IGA may be executed in two counterparts and by each party on a
separate counterpart, each of which when so executed and delivered shall be an original, but
both of which together shall constitute one instrument.
31. Notice. Any notice required or pennitted to be given under this IGA shall be in writing and
shall be served by delivery or by certified mail upon the other party as follows (or at such
other address as may be identified by a party in writing to the other party) :
County:
Pima County
Director, Developn1ent Services
201 N. Stone, 1 st Floor
Tucson, Arizona 85701
With copies to:
Clerk of the Board
130 West Congress, 5th Floor
Tucson, Arizona 85701
Town of Oro VaHey
Planning and Zoning Director
Town of Oro Valley
11000 N. La Canada Dr;'i(~
Oro Valley, Arizona 85737
Town Attorney
Town of Oro Valley
11000 N. La Canada Drive
Oro Valley, Arizona 85737
32. Entire Agreement. This document constitutes the entire Agreement between the parties
pertaining to the subject matter hereof, and all prior or contemporaneous agreements and'
understandings, oral or written, are hereby superseded and merged herein. This I GA shall
not be modified, amended, altered or extended except through a written amendment signed
by the parties.
FIl'lanmng & Z.oningIJGi\'sll'lma Count)' & TOV • Street Namll1g·i\ddressingIO I 07 I 0 i\ddressll1g IOi\ linal doc 7
In Witness Whereof, County has caused this Intergovernmental Agreen1ent to be executed by
the Chairman of its Board of Supervisors, upon resolution of the Board and attested to by the Clerk
of the Board, and Town has caused this Intergovernmental Agreement to be executed by the l\1ayor
upon resolution of the Mayor and Council and attested to by:
TOWN OF ORO VALLEY:
airn1an, Board of Superviso . Paul H. Loon1is, Mayor
JUl 0
ATTEST: ATTEST:
Approval
The fo;egoing Intergovernmental Agreement between Pin1a County and the Town of
{) (0 ~ ctli ej has been reviewed by the undersigned, and is hereby approved as to content.
F'\rlannjn~ & ZOllll1gIIGA',IPnnll County & TOV -Street Namlllg-AddressmglOI0710 Addressmg IGA linal.doc 8
Intergovernnlental Agreement Determination
The foregoing Intergovernmental Agreement between Pima County and the Town of
Oro Valley has been reviewed pursuant to A.R.S. § 11-952 by the undersigned, who have determined
that it is in proper form and is within the powers and authority granted under the laws of the State of
Arizona to those parties to the Intergovernmental Agreement represented by the undersigned.
TOWN OF ORO VALLEY:
ttomey ANDREW FLAGG Tobin Rosen; Town Attorney
Date:~~~~~~ ____________ __ Date: __ l,,--/~_"Z.t-(I_/) _____ . __ _
F·IPlanmng & ZonmgllOA'slPima Counl)' & TOV • Street Naming·AddressinglO I 07 10 Addressmg lOA fma!.doe 9
Town Council Regular Session Item # C.
Meeting Date:06/03/2015
Requested by: Paul Keesler
Submitted By:Aimee Ramsey, Development Infrastructure Services
Department:Development Infrastructure Services
Information
SUBJECT:
Resolution No. (R)15-39, authorizing and approving the Town of Oro Valley to enter into a development
agreement between the Town of Oro Valley and the El Conquistador Resort Patio Homes Association,
Inc. for Police Department Traffic Enforcement on private streets
RECOMMENDATION:
Staff recommends approval.
EXECUTIVE SUMMARY:
The El Conquistador Resort Patio Homes Association, Inc. has requested that the Town enter into a
development agreement to allow the Oro Valley Police Department to enforce traffic safety related
statutes on their private streets.
BACKGROUND OR DETAILED INFORMATION:
The leadership from the El Conquistador Resort Patio Homes Association, Inc. has requested that the
Town enter into a development agreement to allow the Oro Valley Police Department the ability to
enforce traffic safety related statutes on their private streets. They want to implement a similar
agreement as was approved for the Highlands Mobile Home Park. This request is based on traffic safety
concerns the HOA has with respect to motorists not obeying traffic control throughout their
neighborhood.
The Police Department and Development & Infrastructure Services Department staff have since
discussed the request, and as a result, have drafted an agreement. This type of agreement is allowed
under the law and has been done in the past with other homeowners associations in Oro Valley. The
details related to each party's responsibilities and commitments are included in the proposed resolution
(Attachment 1) and development agreement (Exhibit A).
FISCAL IMPACT:
This agreement will have a fiscal impact to the following departments:
•Development and Infrastructure Services - $500 every 4 to 5 years for sign replacement
•Police Department - no fiscal impact
•Legal department - no fiscal impact
SUGGESTED MOTION:
I MOVE to (approve or deny) Resolution No. (R)15-39, authorizing and approving the Town of Oro Valley
I MOVE to (approve or deny) Resolution No. (R)15-39, authorizing and approving the Town of Oro Valley
to enter into a development agreement between the Town of Oro Valley and the El Conquistador Resort
Patio Homes Association, Inc. for Police Department traffic enforcement on private streets.
Attachments
(R)15-39 El Conquistador Resort Patio Homes Assoc. Development Agreement
Development Agreement
RESOLUTION NO. (R)15-39
A RESOLUTION OF THE MAYOR AND COUNCIL OF THE
TOWN OF ORO VALLEY, ARIZONA, APPROVING A
DEVELOPMENT AGREEMENT FOR THE TOWN TO ENFORCE
TRAFFIC AND FIRE LAWS AND PROVIDE TRAFFIC SIGNAGE
WITHIN THE EL CONQUISTADOR RESORT PATIO HOMES
ASSOCIATION, INC., SUBDIVISION AND PRIVATE STREETS
WHEREAS, the Town of Oro Valley and the Highlands Inc., are authorized to enter into
this agreement pursuant to A.R.S. §9-500.05; and
WHEREAS, the Town of Oro Valley and the El Conquistador Resort Patio Homes
Association, Inc., wish to enter into a development agreement for the Town to enforce
traffic and fire laws and provide traffic signage within the subdivision and private streets
of the El Conquistador Resort Patio Homes Association, Inc.; and
WHEREAS,the Town has the responsibility of providing for the public health, safety
and welfare for its residents; and
WHEREAS, it is in the best interest of the Town to approve the development agreement
for the Town to enforce traffic and fire laws and provide traffic signage within the
subdivision and private streets of the El Conquistador Resort Patio Homes Association,
Inc.
NOW, THEREFORE BE IT RESOLVED by the Mayor and Council of the Town of
Oro Valley that:
1. The Development Agreement, attached hereto as Exhibit “A” and
incorporated herein by this reference is hereby authorized and approved.
2. The Chief of Police is authorized to execute the Development Agreement on
behalf of the Town of Oro Valley.
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley,
Arizona on this 3rd day of June, 2015.
TOWN OF ORO VALLEY
Dr. Satish I. Hiremath, Mayor
ATTEST:APPROVED AS TO FORM:
Julie K. Bower, Town Clerk Tobin Sidles, Legal Services Director
Date: Date:
EXHIBIT “A”
DEVELOPMENT AGREEMENT
This DEVELOPMENT AGREEMENT (the “agreement”) dated this ____ day of _____________
2015, by and between the Town of Oro Valley, Arizona, an Arizona Municipal corporation, and El
Conquistador Resort Patio Homes Association, Inc., and all sub‐associations of El Conquistador Resort
Patio Homes Association, Inc., or its successor in interest, located as described in Exhibit “A”. This
agreement shall cover those areas marked as outlined in the attached Exhibit “A”.
RECITALS
WHEREAS, this agreement shall be adopted by the passage of a resolution at a public meeting of the
Mayor and Town Council of the Town of Oro Valley, Arizona, authorizing its designated signatory below
to acknowledgements agreed to be the Mayor and Town Council; and
WHEREAS, El Conquistador Resort Patio Homes Association, Inc. would like the Town to enforce traffic
and fire laws within their subdivision and on their private streets within what is commonly called “El Con
Patio Homes”; and
WHEREAS, the Town has the responsibility of providing for the public health, safety and welfare; and
WHEREAS, the Town acknowledges the need for increased vigilance on The Streets in El Con Patio
Homes due to their uniqueness and serving the general public and thereby increasing the risk to Town
residents; and
WHEREAS, the Town and El Con Patio Homes, are authorized to enter into this agreement pursuant to
the provisions of A.R.S. §9‐500.05.
NOW AND THEREFORE, in consideration of the promises, mutual covenants and agreements as set forth
herein, the parties agree as follows:
1) MUTUAL PROMISES
The Town agrees that:
The Oro Valley Police Department, as part of their normal activities, will patrol all the streets
within the Town and will provide traffic/emergency vehicle enforcement in accordance with
established policies. The Town will determine the appropriate speed limits and other traffic
enforcement (parking) provisions for El Con Patio Homes in accordance with Town Code and all
other applicable laws. The Town will not provide maintenance of the pavement.
El Con Patio Homes, agrees that:
The Town has the authority to enforce all criminal, civil, traffic, town code, and other statutes
for public safety reasons on all private streets and right of ways as allowed by law. The Town
will enforce traffic statutes in emergency situations to facilitate the response of emergency
vehicles and equipment. El Con Patio Homes agrees, on behalf of all the residents, to waive any
claims, including claims of jurisdiction, and to abide by the laws, policies and procedures of the
Federal Government, the State of Arizona, and the Town of Oro Valley for these areas. El Con
Patio Homes agrees to pay, through sub‐associations, up to El Con Patio Homes for purchasing,
installing and/or replacing any signage, striping, and/or markings deemed necessary by the
Town on all their streets. All requests for signage, striping/painting will come through El Con
Patio Homes whether it is for El Con Patio Homes streets, or sub‐association streets. When
requested, the Town will provide an estimate for above costs prior to purchase. The Town
agrees to purchase and install all signage, with cost of signage and installation to be reimburse
by El Con Patio Homes.
In the event that any private roadway becomes public; the provisions of the Town Code must be
followed. Should any private streets become public, the terms of this agreement are declared
null and void as to those streets.
2) TERM
The parties agree that this agreement shall run in one‐year terms, to be automatically continued
and renewed every Town fiscal year upon adoption of the Town Budget unless cancelled at the
behest of either party upon ninety (90) days notice. Upon termination, all un‐reimbursed
signage shall become the property of the Town.
3) EFFECTIVE DATE
The parties agree that the effective date of this agreement will begin upon the Oro Valley Town
Engineer or his qualified designee certifying in writing that all traffic control devices on the
streets within Exhibit “A” meet the requirements of the Manual on Uniform Traffic Control
Devices.
4) NOTICE
Notice to the Town shall be given in writing, sent by regular mail within the ninety (90) day
period to commence upon the date of the mailing.
Notice shall be sent to:
TOWN OF ORO VALLEY El Conquistador Resort Patio Homes Association Inc.
Town Manager Russell Case
11000 N. La Canada Dr President
Oro Valley, AZ 85737 Oro Valley, AZ 85704
Copy to:
Oro Valley Police Department
11000 N. La Canada Dr.
Oro Valley, AZ 85737
5) IMPACT ON DENSITIES AND USES
The parties acknowledge that this agreement does not create densities and uses greater than
those currently enjoyed.
6) FUTURE REZONING
Any future rezoning will have to be accomplished according to the existing policies of the Town
of Oro Valley at the time the question is raised.
7) SEVERABILITY, INTERPRETATION OF TERMS, CHOICE OF LAW
This agreement shall be construed in all instances when possibly to do so in such a fashion as
will allow the parties to comply with all applicable federal, state, and local laws and regulations
in accomplishing the purposes of this agreement. Should any portion of this agreement be
found to be invalid for whatever reason by a court of competent jurisdiction, such portion shall
be severable and have no effect on the remaining portions of the agreement. If any matter
should end up in court, the winning party is entitled to reasonable attorney’s fees. This
agreement will be enforced under the laws of the State of Arizona.
SIGNED ON THIS __________ DAY OF ________________ , 2015, by _________________, acting on
behalf of the ______________ and all residents of the sub association which had signed the attached
request listed as Exhibit “A” (attached hereto).
TOWN OF ORO VALLEY
_____________________________
Dr. Satish I. Hiremath, Mayor
ATTEST: APPROVED AS TO FORM:
_____________________________ _____________________________
Julie K. Bower, Town Clerk Tobin Sidles, Legal Services Director
El Conquistador Resort Patio Homes Association Inc.
__________________________________
Russell Case, President
State of Arizona )
) ss.
County of )
Scribed and sworn before me this ____ day of _______________, 20___, by ____________________.
(affix seal)
Notary
Town Council Regular Session Item # D.
Meeting Date:06/03/2015
Submitted By:Gary Bridget, Human Resources
Department:Human Resources
Information
SUBJECT:
Resolution No. (R)15-40, approving changes to Personnel Policy 19 - Training Employees and
Reimbursement for Educational Expenses
RECOMMENDATION:
Staff recommends approval.
EXECUTIVE SUMMARY:
Town Personnel Policy 19 - Training Employees and Reimbursement for Educational Expenses currently
caps the amount of tuition reimbursement per employee at $2,000. Staff is proposing to increase that cap
to $3,000 per employee, and wants to clarify language in the policy relating to procedures and specifying
what is and is not eligible for tuition reimbursement.
The proposed change in the annual cap originated as a suggestion from an employee at the
Employee/Council Exchange meetings earlier this year. With the rising costs of tuition, the current $2,000
cap slows the pace of those who rely on tuition reimbursement to pursue their job-related educational
goals. Consequently, participation in the program is lower as employees are faced with either achieving
their goals at a slower pace or seeking alternative funding.
We are confident that raising the per employee cap to $3,000, while maintaining the current allotted
funding level of $25,000 per fiscal year, will serve the Town of Oro Valley well by providing an incentive
to employees to continue their educational ambitions.
BACKGROUND OR DETAILED INFORMATION:
The policy has not been adjusted since May 3, 2012. The main proposed changes to the policy consist of
clarifying current procedures by recognizing that tuition reimbursement is subject to the availability of
funds and clarifying that books and other materials required for class are not eligible for tuition
reimbursement.
The incentive of tuition reimbursement is being eroded by the rising cost of tuition in the local area. Over
the last three years, tuition costs per credit hour (locally) rose by 22 percent for associate degrees, 13
percent for undergraduate degrees, and 8 percent for graduate degrees.
TUITION REIMBURSEMENT HISTORY FY13 through FY15
FY-13 FY-14 FY-15 (to date)
Tuition Reimbursement Budget $25,000 $25,000 $25,000
Tuition Reimbursement Balance at end of fiscal year $10,626 $7,972 $15,925
Employee Participation Rate 13 14 8
Participants Reaching the $2,000 per employee cap 4 6 0
Participants receiving/exceeding $1,700 1 0 1
TUITION RATES PER CREDIT HOUR FY-13 FY-14 FY-15 (to date)
Pima Community College $59 $71 $76
University of Arizona Undergraduate $597 $671 $684
University of Arizona Graduate $707 $751 $766
We are confident that raising the per employee cap to $3,000, while maintaining the current allotted
funding level of $25,000 per fiscal year, will serve the Town of Oro Valley well by providing an incentive
to employees to continue their educational ambitions.
The draft policy was reviewed by the Town’s leadership team and police representative group, with their
suggestions being incorporated into the recommended policy.
FISCAL IMPACT:
The recommended budget amount for tuition reimbursement remains at $25,000 for FY 2015/16. Staff
does not expect to exceed this budget amount with the proposed cap increasing to $3,000 per employee.
SUGGESTED MOTION:
I MOVE to (approve/deny) Resolution No. (R)15-40, approving the proposed changes to Personnel
Policy 19 - Training Employees and Reimbursement for Educational Expenses.
Attachments
(R)15-40 Personnel Policy 19 - Training Employees and Reimbursement for Education
PP19 with proposed changes
RESOLUTION NO. (R)15-40
A RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN OF
ORO VALLEY, ARIZONA, ADOPTING CHANGES TO POLICY 19 OF
THE TOWN OF ORO VALLEY PERSONNEL POLICIES AND
PROCEDURES MANUAL
WHEREAS,pursuant to Section 3-3-1 of the Oro Valley Town Code, the Town Council is
empowered to create a personnel system which applies to all Town employees except elected
officials; and
WHEREAS,Section 3-3-2 of the Oro Valley Town Code provides that the Town Council may
adopt, by resolution, rules and regulations pertaining to employment with the Town; and
WHEREAS,on May 16, 2007 the Town Council adopted Resolution (R) 07-60, “The Town of
Oro Valley Personnel Policies and Procedures Manual”; and
WHEREAS, it has become necessary to update Policy 19, Training Employees and
Reimbursement for Educational Expenses (attached as Exhibit A).
WHEREAS,the updated Policy 19, Training Employees and Reimbursement for Educational
Expenses, includes more clarification to the policy and will allow for $3,000 in tuition costs,
annually per employee instead of the previous $2,000 in tuition costs.
NOW, THEREFORE, BE IT RESOLVED by the Mayor and Council of the Town of Oro
Valley, Arizona, to adopt the changes to the Town of Oro Valley Personnel Policies and
Procedures Manual attached hereto as Exhibit “A”.
BE IT FURTHER RESOLVED that if any portion of the manual is found to not be enforceable
by a court of competent jurisdiction, that portion shall be declared severable, and the remainder
of the manual will remain in full force and effect.
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley,
Arizona this 3
rd day of June, 2015.
TOWN OF ORO VALLEY
Dr. Satish I. Hiremath, Mayor
ATTEST:APPROVED AS TO FORM:
Julie K. Bower, Town Clerk Tobin Sidles, Legal Services Director
Date: Date:
EXHIBIT “A”
PERSONNEL POLICY 19 Page 1 of 3
TRAINING EMPLOYEES AND
REIMBURSEMENT FOR
EDUCATIONAL EXPENSES
Effective Date:DRAFT
The Town of Oro Valley is committed to the development of a well-educated and highly skilled work
force. To help accomplish this aim, the Town will provide training opportunities and educational
assistance to employees, as defined in this policy.
SECTION 1 – TRAINING
A.RESPONSIBILITY FOR TRAINING: The Town Council encourages the training of employees.
Training programs for employees may be initiated by the Town Manager or Department Heads.
Such training programs may include seminars, demonstrations, assignment of reading matter, or
such other devices as may be available for the purpose of improving the effectiveness of their
respective duties.
B.CREDIT FOR TRAINING: Participation in and successful completion of approved training
courses may be considered in making advancements and promotions. Evidence of such activity
shall be filed by the employee with the Human Resources Department.
C.BUDGETING OF EXPENSES: Training courses are to be budgeted directly by the individual
departments, and are not to be confused with educational courses covered under the terms of
Section II – “Reimbursement for Educational Expenses,” which follows.
SECTION II – REIMBURSEMENT FOR EDUCATIONAL EXPENSES
The objective of the Educational Reimbursement program is to encourage and assist employees in
advancing their skills through outside schooling at recognized and accredited institutions of learning by
providing reimbursement for a portion of the associated costs.
A.POLICY: The Town of Oro Valley will provide tuition assistance benefits to help employees pay
for the cost of accredited courses which are either related to their current job, or to other jobs
which present logical career paths within the classification system used by the Town of Oro
Valley. Pursuit of courses or degrees which are not directly related to an employee’s current
position, or logical career path within the Town’s classification system, will be approved on a
case-by-case basis by the employee’s Department Head and the Town Manager. Tuition
reimbursement is subject to the availability of funds approved each fiscal year.
B.ELIGIBILITY – Fulltime employees who have completed their introductory period with the
Town are eligible to participate in this program. (Only courses which commence after the
completion of the introductory period are eligible for reimbursement.)
C.COURSE CRITERIA: The following types of courses are reimbursable under the terms of this
program:
1. Undergraduate and graduate courses offered through colleges, universities, and technical
schools which are accredited by nationally recognized accreditation organizations are
reimbursable if approved in advance of the class start date by the employee’s Department
Head and the Human Resources Department. The Town’s decisions on the accredited status
PERSONNEL POLICY 19 Page 2 of 3
TRAINING EMPLOYEES AND
REIMBURSEMENT FOR
EDUCATIONAL EXPENSES
Effective Date:DRAFT
of the institution will be final in all cases. All courses must be “for credit” and must yield
letter grades (or “pass-fail” grades) within the curriculum guidelines for the school attended.
2. Employees who are interested in participating in programs not covered by this policy,
including employer-directed programs, accelerated degree programs, or programs held during
regular working hours, should speak to their Department Head or Human Resources Director
to determine if additional consideration of the course or program is possible.
D.REIMBURSEMENT BASIS:
1. The cost of registration fees, tuition and required lab fees are eligible for reimbursement.
(Other special fees are the responsibility of the student, and are not reimbursable under this
policy.) Appropriate documentation of the “required” nature of covered fees must be
provided. Books and other material required to attend class are the responsibility of the
employee and therefore not reimbursable under this policy.
2. Regardless of the school attended, reimbursement will be limited to the lesser of: (1) the
actual costs, or (2) $3,000 annually per employee, based on fiscal year.
3. A grade of “C” (or its numerical equivalent), or better must be attained in order to receive
reimbursement. No reimbursement will be received for grades of “incomplete” or for
withdrawals (unless requested by the Town of Oro Valley for bona fide work-related
situations). Generally, “Pass/Fail” grades are only acceptable if the course is part of an
approved degree program for the student, and the “Pass/Fail” will apply to the graduation
requirement.
E.OTHER REQUIREMENTS:
1. All courses must be pre-approved by the Department Head and Human Resources Director
prior to commencement of the course. Employees are advised that they should not register for
the course until the appropriate approvals are obtained. (Contact the Human Resources
Department for the necessary forms and current procedures).
2. The student must be an eligible employee of the Town of Oro Valley at the time of
completion of the course, in order to receive the reimbursement.
3. Employees are expected to attend courses on their own time, unless directed by the Town of
Oro Valley to do otherwise. (All such situations require the advance approval of the Town
Manager prior to registration.)
4. Reimbursement under this policy may result in taxable income to the employee pursuant to
Federal and/or State regulations. The Town of Oro Valley will comply with all Federal, State
and local tax laws.
PERSONNEL POLICY 19 Page 3 of 3
TRAINING EMPLOYEES AND
REIMBURSEMENT FOR
EDUCATIONAL EXPENSES
Effective Date:DRAFT
5. The amount of the reimbursement for courses taken will be offset by amounts received from
other forms of financial aid, such as scholarships, etc.
Town Council Regular Session Item # 1.
Meeting Date:06/03/2015
Requested by: Julie Bower Submitted By:Mike Standish, Town Clerk's Office
Department:Town Clerk's Office
Information
SUBJECT:
PUBLIC HEARING: DISCUSSION AND POSSIBLE ACTION REGARDING AN APPLICATION FOR A
SERIES 9S (LIQUOR STORE WITH SAMPLING PRIVILEGES) LIQUOR LICENSE FOR WALMART
SUPERCENTER #4264 LOCATED AT 7951 N. ORACLE ROAD
RECOMMENDATION:
Staff recommends approval of the liquor license application to the Arizona Department of Liquor Licenses
and Control for the following reasons:
1. No protests have been received.
2. The necessary background investigation was conducted by the Police Department.
3. The Police Department has no objection to the approval of the Series 9S Liquor License request.
EXECUTIVE SUMMARY:
An application for a Series 9S (liquor store with sampling privileges) Liquor License has been submitted
by Clare Abel for Walmart Supercenter #4264 located at 7951 N Oracle Road. This request consists of
adding sampling privileges to an existing Series 9 License.
Agent Clare Abel has submitted all necessary paperwork to the Town of Oro Valley and the Arizona
Department of Liquor Licenses and Control. Ms. Abel has paid all related fees associated with applying
for the liquor license ($500 Application Processing Fee per application).
BACKGROUND OR DETAILED INFORMATION:
The liquor store (series 9) license is a "quota" license available only through the Liquor License Lottery or
for purchase on the open market. Once issued, this liquor license is transferable from person to person
and/or location to location within the same county, and allows a spirituous liquor store retailer to sell all
types of spirituous liquors, only in the original unbroken package, to be taken away from the premises of
the retailer and consumed off the premises. A retailer with off-sale privileges may deliver spirituous liquor
off of the licensed premises in connection with a retail sale. Payment must be made no later than the time
of delivery. Series 9 (liquor store) licensees and applicants may apply for unlimited sampling privileges
by completing the Sampling Privileges form. Internet sale of liquor is not permitted in the State of Arizona.
Liquor must be delivered to an Arizona liquor-licensed wholesaler, then an Arizona liquor-licensed retailer
prior to delivery to the consumer.
In accordance with Section 4-201 of the Arizona Revised Statutes, the application was posted for 20
days on the premises, ending May 14, 2015. No protests were received during this time period.
Police Chief Daniel Sharp completed a standard background check on Walmart Supercenter #4264
located at 7951 N. Oracle Road and Agent Clare Abel, and has no objection to the approval of the Series
9S license.
FISCAL IMPACT:
Per Ordinance No. (O)11-16, the Town of Oro Valley charges a $500 liquor license application
processing fee to cover the costs incurred by the Town to process the application.
Per Section 8-2-6 Schedule of the Oro Valley Town Code, persons licensed by the State of Arizona to
deal in spirituous liquor within the Town shall pay an annual license fee of $80.00 to the Town.
SUGGESTED MOTION:
I MOVE to (recommend / deny) approval of the issuance of a Series 9S Liquor License to the Arizona
Department of Liquor Licenses and Control for Clare Abel for Walmart Supercenter #4264 located at
7951 N. Oracle Road.
Attachments
Walmart #4264 Series 9S Liquor License
TO:
FROM:
DATE:
RE :
Mike Standish
DANIEl G. SHARP
C H I EF OF PO LI CE
Dani el O. Sharp 1\. h
Co mmander A LeSuer for Ch ief Sharp trl.:f73
May 15,20 15
Background In ves ti gati on, Ap plicati o n for Liquor Store
Samplin g Pri vil eges
Walmart Supercente r #4264
795 1 N Oracl e Rd
Oro Valley AZ
!i'I...., ....
~! .. -/~'~ :~,
On May 15 , 20 15 the Oro Vall ey Police Department completed th e s tan d a rd backg ro und
c heck on Walmart Supercenter and Clare Ho lli e Abel. The purpo se fo r thi s was th e
addi ti o n of Sampling Pri v ile ges.
Th e Oro Valley Po lice Departm ent has no obj ect io n for the issuance of a li quo r Sto re
Sampling Privileg es lic e nse .
11000 N. La Cali.d. Drive • Oro Valley, AZ 85737
Phone 520-229-4900 • Fax 520-229-4979 • www.ovpd.org
,~ _ rOo;
} .--:_"-~ ....
{?ta t ¢,o fAriiona
Depa rtmentof Liqi.ior-liceil ~es and Contro l . ". -' ". -. .-
..... 800 ~~ 'w~~'h'j-rig·~"~6~ ::5~: :~·6or . -~_
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,,' phci~nii;'I\j'i~O~\\ 85007,/
. :,;';(6.02) 542,5 ,111 /
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State/local Gover,prnentRouting Sheet
Add samrHing ,P~iviiegesTdActive .
RPR 2B'15PM 1:15 TOIJ
. -........, ,'. . -." .... -..•.. -,
liquor Store (series 9) or 'Beera,nd ,vII,ir1e Store (series 10) license . ; .. - -
.---6 Liquor Store (seri es 9)
o Beer and Wine Store (series 10)
T h e attached form for sa mpling must be processed within105 d ays from thi s date:
Date Application Rec e iv ed at DLLC : _If-,---+--I---,-I..::(Q,,-,(~L5",,,,-___________ _
Date of 60-days from rece ipt: lc>1) 3 \ I .s 1 05-day s from recei pt: 7 (3D { 15
If th e loc al governing body has questions rega rding the attached sa mpling form, please call:
DLLC Co ntact Name : ->..0,..,e""1",,, eJ'\Q""",--"",,~ ,--""G,"""---,O"---,---,r)"""20..",,,,,,owl e .... 5-<-_____ -=---.-------.sLl. IU'P--. ~"f\ zq,1 t,.S
,~
en
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J~
r-:" en
DLLC Co ntact Phone Number: (pD8.JO Y 9 -9'0 tf D DLLC Co ntac t email : @az liqu or.qov '~ .
. Upon lo ca l governing body approv a l, a new lic ens e with a sampling privilege ("S") design ati o n wi ll be issued to ':,. ,r' . this licensee:
For DLLC Use Only
Current Li ce n se #: oCf J ()b tJ:;;J Ll Date of issuance: __ ---11 __ ---11 __ _
S Lic e n se #: EJ9 ! o--o-W-<-f Date of i ss uance: __ -----'1 __ -----'1 __ _
DLLC Phone #: tpo;l-6LJ~ -; tJ if 0
For Loca l Governing Body Use Only
Date Receive: __ .JI __ .JI __ _ Date Approved: __ .JI __ ----'I __ _
Recommendatio n : 0 Approve 0 Protest 0 No Recomme ndation
I ---------:--=---c------" h e r e by recomm end that non-transf e rrable sampling
Gove rnm e nt Officia l
privileges b e added to t hi s lice n see on beh a lf of
City, Town or Co unty
( ) ----::-:-
Ph o n e Number EmCl i1 Address
February 20 13
i :~ . ~>' <;j~'~;' \
State of I\rizona
Department of Liquor Licenses and Control
800 W. Washington 5th Floo r
. Phoenix, .Arizona 85007
(6p2.) .542-5141
.: ':-'''''~{i~';, ,~' -.' <\;," .
iI Liquor Store (series 9)
o Beer and Wine Store (series 10)
Sampling Ph ~iieges Form" . . ._" ' ... ~. \ L-______________ ---'
Appl icant's Name: _C_I_a_r_e_H_o_"_ie_A_b_e_I ___________ (check one) Owner 0 Agent 0
AR Benson 72716 0500 Dept. 8916; 702 SW 8th Street, Bentonville
M ailing Address -=---:-:-cc;-----::C"::"--::---___ = _____ _
Street Address or PO. Box City State county Zip Code
Business Phone Number: _( 520) 469-9556 Email: chabel@bcattorneys.com
Business Name: Wal-Mart Supercenter #4264 Current License #: 09100024
Physical Location of Business:
7951 North Oracle Road
----------
AZ PIMA 85704 Oro Valley
-----=~~~--------------=~-----, ---,-~-----=~. Street Address City State County Zip Code
I, Clare Hollie Abel , understand that, upon approval, sampling privileges for the
liquor license identified above w ill require compliance with the following: ~--~"
I nitial Here
CHA 1.
CHA 2.
CHA 3.
CHA 4.
CHA 5 .
CHA 6.
CHA 7.
CHA 8.
CHA 9.
f.j'\
~
the premises shall contain at least five thousand square feet to be eligible for sampling privileges for Beer ami!;
Wine Store (series 10) applicants only (A.R.S. §4-206.01(J}). ':.:.
-.!;1
Any open product shall be kept locked by the licensee when the sampling area is not staffed.
The licensee is otherwise subject to all other provisions of this tit le . The licensee is liable for any violation of '¥!:
this title committed in connection with the sampling. co
The licensed retailer shall make sales of sampled products from the licensed reta il premises.
The licensee shall not charge any customer for the sampling of any products.
The sampling shall be conducted under the supervision of an employee of a sponsoring distiller , v intner,
brewer, wholesaler or retail licensee .
Accurate records of sampling produc ts dispensed shall be retained by the licensee .
Sampling shall be li mited to three ounces of beer or cooler-type products, one and one-half ounce of wine and
one ounce of distilled spirits per person, per brand, per day.
The sampling shall be conducted only on the licensed premises.
CHA 10. Upon approval of this form , a license for a liquor store with sampling privileges (series 98) or a beer and
10/23/13
wine store with sampling privileges (series 10S) will be issued and mai led to the licensee's address of record.
The license must be displayed in a conspicuous public area of the licensed premises that is readily accessible
for ins pection by any peace officer, distributor, wholesaler or member of the public. (A. R. 8. §4-261.01)
C HA
11 . Liquor sto re li cense sampling privileges are not transferable.
CHA 12. I have read, unde rs tand, and assume respo n sibi lit y for compl iance with A. R.S. §4-206.0 1.
A.R.S . §4-206.01 (J) Bar, beer and win e b a r or liquor s t o r e li ce n s es ; numbe r p e rmitte d ; f ee; sa mpling
pri'tileCJf!S
1. A ny open prod uct sha ll be kept locked by the licensee whe n th e sampli ng area is not staffed .
2. T h e l icensee is otherwise s ubjec t to a ll other provisions of th is title. T he li censee is liable fo r any vio lation of
th is ti tle co m m itted in con n ection with t h e samp li ng.
3. Th e licensed re t aile r s ha ll make sales of samp led products from t he licensed re tail p rem ises.
4 . The licensee sha ll no t ch arge any c ustome r for the sa m pl ing of an y products.
5. Th e sampling shall be con du cted under the supervision of an employee of a sponsoring dis till e r , vintner.
brewer, wholesaler or re t ail li censee .
6. Accu rate records of sampling products dispensed shall be retained by the licensee .
7. Sam pli ng shall be li mited to three ounces of bee r or coo ler·type products, one and one-half ounces o f w ine and
o n e o un ce of distilled spiri ts pe r person, per brand , per day.
8. T h e sampli ng shall be co nducted on ly on t he li censed pre mises.
Clare Hollie Abel I, , attest tha t I am th e OWN ER/AGE NT fil ing this form, t hat I
have r ea d , a nd assume respons ibil ity for comp liance with, A.R.S . §4-206.0 1 at t he licensed estab li shmen t named on page
1, and verify all statements I have made on this document to be true , correct and complete. I understand that I am
respo ns ible for the $100 issuance fee and the annua l $60 renewa l fee for th ese sampling privileges. Sampling pri vilege
r ena:Kk:~t~me as the renewa l fo~;:~urren t license #" id:ie;: ::ge 1 of this applica tion.
Signature, Titl e ~ Date
N otarized Signature
, c::: .
The forgoing instrument was acknowledged before me this l:zut
day
,
of J\?t2l[....
month
Notary Pub li c: __ ---'fu"""''''D-\"''-'----''@''''''='-, CZ"'~"'Gb""'"~ ___________ _
My commissio n expires : --4i#f~ *4r=-:-!~.LJjJ.1ltili,\.i;;;""--l--
Fo r DLLC Use Onl y
W I:?
year
5 Li ce nse #: Date o f i ssu an ce : ___ I __ ~/ __ _
I ssua n ce f ee app l icable 7 t:ll Yes 0 No o $100 issuance fee co l lected
I n i t i a ls : ~c2=-=s=--_____ _
2
Liquor Store w/Sampling Privileges (Series 09)
The liquor store (series 9) license is a "quota" license available only through the
Liquor License Lottery or for purchase on the open market. Once issued, this
liquor license is transferable from person to person and/or location to location
within the same county and allows a spirituous liquor store retailer to sell all types
of spirituous liquors, only in the original unbroken package, to be taken away
from the premises of the retailer and consumed off the premises. A retailer with
off-sale privileges may deliver spirituous liquor off of the licensed premises in
connection with a retail sale. Payment must be made no later than the time of
delivery. Series 9 (liquor store) licensees and applicants may apply for unlimited
sampling privileges by completing the Sampling Privileges form. Internet sale of
liquor is not permitted in the state of Arizona . Liquor must be delivered to an
Arizona liquor-licensed wholesaler, then an Arizona liquor-licensed retailer prior
to delivery to the consumer.
Town Council Regular Session Item # 2.
Meeting Date:06/03/2015
Requested by: Stacey Lemos Submitted By:Stacey Lemos, Finance
Department:Finance
Information
SUBJECT:
PUBLIC HEARING: RESOLUTION NO. (R)15-43, APPROVING THE ADOPTION OF THE FINAL
BUDGET OF THE TOWN OF ORO VALLEY FOR THE FISCAL YEAR 2015/16, INCLUDING
APPROVAL OF THE 15-YEAR CAPITAL IMPROVEMENT PLAN (CIP) FROM FY 2015/16 THROUGH
FY 2029/30
RECOMMENDATION:
Staff recommends approval.
EXECUTIVE SUMMARY:
On May 20, 2015, the Town Council adopted the Tentative Budget and set the local expenditure
limitation for Fiscal Year 2015/16 in the amount of $119,687,709. Tonight is the second public hearing
scheduled for the adoption of the Final Budget, including adoption of the 15-Year Capital Improvement
Plan (CIP) for FY 2015/16 through FY 2029/30.
No changes have been proposed to the May 20th Tentative Budget amounts; however, Town Council
may authorize additional changes to the budget amounts this evening so long as those changes do not
increase the maximum expenditure cap approved on May 20th.
BACKGROUND OR DETAILED INFORMATION:
The attached Auditor General budget forms summarize the revenues, expenditures and interfund
transfers included in the FY 2015/16 budget and were published in the Daily Territorial newspaper as
required by state law.
Also attached to this communication is the 15-Year CIP for FY 2015/16 through FY 2029/30. The first
year CIP costs of $20.7 million have been included in the Final Budget document.
While updating the 5-Year Financial Forecast presented to Town Council at the May 20th regular
meeting, it was necessary to make several adjustments to the proposed 15-Year CIP included in the FY
2015/16 Recommended Budget, mainly in fiscal years 2016/17 through 2020/21. These adjustments
were necessary to balance the 5-Year Financial Forecast due to fluctuations in future capital funding
capacity in the General Fund and Highway Fund. The attached Town Council Report dated May 13, 2015
summarizes these changes and includes updated 15-Year CIP project sheets for the General Fund and
Highway Fund.
It is important to note that the first year of the CIP, FY 2015/16, is included in the adopted budget. The
future years in the CIP are a forecast based on current assumptions of funding availability and Town
needs and are subject to change and updating during future budget processes.
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
I MOVE to (approve/deny) Resolution No. (R)15-43, approving the adoption of the final budget of the
Town of Oro Valley for the Fiscal Year 2015/16 and further MOVE to approve the Town of Oro Valley
15-Year Capital Improvement Plan for FY 2015/16 through FY 2029/30.
Attachments
(R)15-43 Adoption of FY 15-16 Final Budget
Auditor General Budget Schedules
Updated 15-Year CIP Changes
C:\WINDOWS\TEMP\BCL Technologies\easyPDF 6\@BCL@700E74A2\@BCL@700E74A2.doc Town of Oro Valley Attorney’s Office/ca/042012
RESOLUTION NO. (R)15-43
A RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN OF
ORO VALLEY, ARIZONA, APPROVING THE ADOPTION OF THE
BUDGET OF THE TOWN OF ORO VALLEY FOR THE FISCAL YEAR
2015-2016
WHEREAS, on May 20, 2015, in accordance with Arizona Revised Statutes §§ 42-17101 and
42-17102, the Town authorized an estimate of the different amounts required to meet the public
expenditures for the ensuing year, an estimate of revenues from sources other than direct taxation
and the amount to be raised by taxation upon real and personal property of the Town of Oro
Valley; and
WHEREAS, after notice of a public hearing in accordance with Arizona Revised Statutes §§ 42-
17103, 42-17104 and 42-17105, the Council met on June 3, 2015 at which time any taxpayer was
entitled to appear and be heard in favor of or against any of the proposed expenditures or tax
levies before the Council adopted the estimates of the proposed expenditures, constituting the
budget of the Town of Oro Valley for the Fiscal Year 2015-2016; and
WHEREAS,the sums to be raised by taxation, as specified therein, do not in the aggregate
amount exceed the primary property tax levy limits as calculated in accordance with Arizona
Revised Statutes § 42-17051(A); and
WHEREAS, it is in the best interest of the Town of Oro Valley to approve the estimates and
expenditures/expenses shown on the accompanying schedules for the Fiscal Year 2015-2016.
NOW, THEREFORE, BE IT RESOLVED by the Mayor and Council of the Town of Oro
Valley, Arizona, that the said estimates of revenues and expenditures/expenses shown on the
accompanying schedules, as now increased, reduced or changed, are hereby adopted and
approved as the budget of the Town of Oro Valley for the Fiscal Year 2015-2016 in the amount
of $119,687,709.
BE IT FURTHER RESOLVED that the Mayor and Council of the Town of Oro Valley are
hereby authorized to take such steps as are necessary to execute and implement the budget for
the Fiscal Year 2015-2016.
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley,
Arizona this 3rd day of June, 2015.
TOWN OF ORO VALLEY, ARIZONA
Dr. Satish I. Hiremath, Mayor
C:\WINDOWS\TEMP\BCL Technologies\easyPDF 6\@BCL@700E74A2\@BCL@700E74A2.doc Town of Oro Valley Attorney’s Office/ca/042012
ATTEST:APPROVED AS TO FORM:
Julie K. Bower, Town Clerk Tobin Sidles, Legal Services Director
Date: Date:
OFFICIAL BUDGET FORMS
CITY/TOWN OF ____Oro Valley______
Fiscal Year 2016
4/15
CITY/TOWN OF ____Oro Valley______
TABLE OF CONTENTS
Fiscal Year 2016
Schedule A—Summary Schedule of Estimated Revenues and Expenditures/Expenses
Schedule G—Full-Time Employees and Personnel Compensation
Schedule C—Revenues Other Than Property Taxes
Schedule D—Other Financing Sources/<Uses> and Interfund Transfers
Schedule E—Expenditures/Expenses by Fund
Schedule F—Expenditures/Expenses by Department (as applicable)
4/15
Fiscal
Year General Fund
Special Revenue
Fund Debt Service Fund
Capital Projects
Fund Permanent Fund
Enterprise
Funds Available
Internal Service
Funds Total All Funds
2015 Adopted/Adjusted Budgeted Expenditures/Expenses* E 38,309,033 10,007,809 1,180,694 21,736,550 0 30,785,307 5,065,545 107,084,938
2015 Actual Expenditures/Expenses** E 29,285,230 7,853,130 1,042,201 6,436,754 0 19,451,727 4,183,619 68,252,661
2016 Fund Balance/Net Position at July 1*** 9,856,616 4,605,252 157,459 13,836,503 10,894,044 482,792 39,832,666
2016 Primary Property Tax Levy B 0 0
2016 Secondary Property Tax Levy B 0
2016 Estimated Revenues Other than Property Taxes C 31,857,264 12,012,427 323,391 13,246,859 0 16,226,470 4,388,632 78,055,043
2016 Other Financing Sources D 0 0 0 0 0 1,800,000 0 1,800,000
2016 Other Financing (Uses) D 0 0 00000 0
2016 Interfund Transfers In D 305,000 0 658,750 1,999,696 0 0 0 2,963,446
2016 Interfund Transfers (Out) D 1,706,810 762,910 0 460,696 0 33,030 0 2,963,446
2016 Reduction for Amounts Not Available:
LESS: Amounts for Future Debt Retirement:0
0
0
0
2016 Total Financial Resources Available 40,312,070 15,854,769 1,139,600 28,622,362 0 28,887,484 4,871,424 119,687,709
2016 Budgeted Expenditures/Expenses E 40,312,070 15,854,769 1,139,600 28,622,362 0 28,887,484 4,871,424 119,687,709
EXPENDITURE LIMITATION COMPARISON 2015 2016
1. Budgeted expenditures/expenses 107,084,938$ 119,687,709$
2. Add/subtract: estimated net reconciling items
3. Budgeted expenditures/expenses adjusted for reconciling items 107,084,938 119,687,709
4. Less: estimated exclusions
5. Amount subject to the expenditure limitation 107,084,938$ 119,687,709$
6. EEC expenditure limitation 107,084,938$ 119,687,709$
X
*
**
***
CITY/TOWN OF ____Oro Valley______
Summary Schedule of Estimated Revenues and Expenditures/Expenses
Fiscal Year 2016
Includes actual amounts as of the date the proposed budget was prepared, adjusted for estimated activity for the remainder of the fiscal year.
Amounts on this line represent Fund Balance/Net Position amounts except for amounts not in spendable form (e.g., prepaids and inventories) or legally or contractually required to be maintained intact (e.g., principal of
a permanent fund).
S
c
h
FUNDS
Includes Expenditure/Expense Adjustments Approved in the current year from Schedule E.
The city/town does not levy property taxes and does not have special assessment districts for which property taxes are levied. Therefore, Schedule B has been omitted.
4/15 SCHEDULE A
ESTIMATED
REVENUES
ACTUAL
REVENUES*
ESTIMATED
REVENUES
2015 2015 2016
GENERAL FUND
Local taxes
Local Sales Tax $ 15,136,905 $ 14,802,467 $ 14,780,654
Cable Franchise Tax 540,000 560,000 570,000
Licenses and permits
Licenses 182,000 188,000 192,000
Permits 1,567,547 1,234,226 1,516,000
Fees 56,000 66,000 56,000
Intergovernmental
State/County Shared 10,303,762 10,303,762 10,428,531
State Grants 1,607,300 1,422,155 1,434,300
Federal Grants 597,365 662,549 551,545
Other 15,000 15,000 105,000
Charges for services
Reimbursements 192,500 122,000 122,000
Fees 851,700 1,037,449 1,008,100
Other 644,795 635,180 743,734
Fines and forfeits
Fines 180,000 120,000 120,000
Interest on investments
Interest Income 81,125 90,000 94,400
Miscellaneous
Miscellaneous 135,000 135,000 135,000
Total General Fund $ 32,090,999 $ 31,393,788 $ 31,857,264
*
CITY/TOWN OF ____Oro Valley______
Revenues Other Than Property Taxes
Fiscal Year 2016
Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was
prepared, plus estimated revenues for the remainder of the fiscal year.
SOURCE OF REVENUES
4/15 SCHEDULE C
ESTIMATED
REVENUES
ACTUAL
REVENUES*
ESTIMATED
REVENUES
2015 2015 2016
CITY/TOWN OF ____Oro Valley______
Revenues Other Than Property Taxes
Fiscal Year 2016
SOURCE OF REVENUES
SPECIAL REVENUE FUNDS
Highway User Revenue Fund
Highway User Fuel Tax $ 2,754,947 $ 2,882,445 $ 2,985,464
Permits 52,000 58,882 51,000
Interest Income 19,250 25,000 22,400
Charges for Services 129,493 129,493 134,000
Other 10,000 10,000 10,000
$ 2,965,690 $ 3,105,820 $ 3,202,864
Bed Tax Fund
Local Sales Tax $ 944,571 $ 944,571 $ 945,000
Interest Income 4,125 6,000 4,800
$ 948,696 $ 950,571 $ 949,800
Seizures & Forfeitures - State Fund
Seizures and Forfeitures $ 175,000 $ 98,037 $ 175,000
Interest Income 1,469
$ 175,000 $ 99,506 $ 175,000
Seizures & Forfeitures - Federal Fund
Seizures and Forfeitures $ 250,000 $ 15,224 $ 250,000
Interest Income 1,026
$ 250,000 $ 16,250 $ 250,000
Impound Fee Fund
Fees $ 26,610 36,000 $ 34,000
$ 26,610 $ 36,000 $ 34,000
Community Center & Golf Fund
Local Sales Tax $ $ 200,000 $ 2,000,000
Charges for Services 1,718,547 5,400,763
$ $ 1,918,547 $ 7,400,763
Total Special Revenue Funds $ 4,365,996 $ 6,126,694 $ 12,012,427
DEBT SERVICE FUNDS
Municipal Debt Service Fund
Federal Grants $ 67,877 $ 67,877 $ 58,238
Interest Income 29
Miscellaneous 83,000 90,000 90,000
$ 150,877 $ 157,906 $ 148,238
Oracle Road Improvement District
Special Assessments $ 175,918 $ 175,918 $ 175,153
$ 175,918 $ 175,918 $ 175,153
Total Debt Service Funds $ 326,795 $ 333,824 $ 323,391
* Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was
prepared, plus estimated revenues for the remainder of the fiscal year.
4/15 SCHEDULE C
ESTIMATED
REVENUES
ACTUAL
REVENUES*
ESTIMATED
REVENUES
2015 2015 2016
CITY/TOWN OF ____Oro Valley______
Revenues Other Than Property Taxes
Fiscal Year 2016
SOURCE OF REVENUES
CAPITAL PROJECTS FUNDS
Alternative Water Resources Development Impact Fee Fund
Development Impact Fees $ 1,409,646 $ 767,425 $ 1,331,323
Interest Income 17,050 20,000 19,840
$ 1,426,696 $ 787,425 $ 1,351,163
Potable Water System Development Impact Fee Fund
Development Impact Fees $ 707,691 $ 443,075 $ 663,207
Interest Income 17,050 20,000 19,840
$ 724,741 $ 463,075 $ 683,047
Townwide Roadway Development Impact Fee Fund
State Grants $ 4,060,000 $ 2,654,446 $
Development Impact Fees 900,666 347,642 424,532
Interest Income 3,000 2,473 2,000
Other 22,500 22,925
$ 4,986,166 $ 3,027,486 $ 426,532
Parks & Recreation Impact Fee Fund
Development Impact Fees $ 307,772 $ 115,560 $ 171,200
Interest Income 54
$ 307,772 $ 115,614 $ 171,200
Police Impact Fee Fund
Development Impact Fees $ 133,996 $ 47,718 $ 66,917
Interest Income
$ 133,996 $ 47,718 $ 66,917
General Government Impact Fee Fund
Development Impact Fees $ $ $
Interest Income 2
$$2$
General Government CIP Fund
State Grants $ $ $ 81,000
$ $ $ 81,000
PAG/RTA Fund
State Grants $ $ $ 10,414,000
Other 22,500
Interest Income 500
$ $ $ 10,437,000
Library Impact Fee Fund
Donations $ $ $ 30,000
$ $ $ 30,000
Total Capital Projects Funds $ 7,579,371 $ 4,441,320 $ 13,246,859
* Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was
prepared, plus estimated revenues for the remainder of the fiscal year.
4/15 SCHEDULE C
ESTIMATED
REVENUES
ACTUAL
REVENUES*
ESTIMATED
REVENUES
2015 2015 2016
CITY/TOWN OF ____Oro Valley______
Revenues Other Than Property Taxes
Fiscal Year 2016
SOURCE OF REVENUES
ENTERPRISE FUNDS
Oro Valley Water Utility Fund
Water Sales $ 12,078,800 $ 11,793,000 $ 12,160,500
Charges for Services 3,189,200 3,143,500 3,184,200
Interest Income 51,150 75,000 59,520
$ 15,319,150 $ 15,011,500 $ 15,404,220
Stormwater Utility Fund
State Grants $ $ $ 35,000
Charges for Services 789,300 789,300 787,000
Interest Income 1,000 250 250
$ 790,300 $ 789,550 $ 822,250
Total Enterprise Funds $ 16,109,450 $ 15,801,050 $ 16,226,470
INTERNAL SERVICE FUNDS
Fleet Fund
Fleet Services $ 1,467,800 $ 1,390,772 $ 1,333,903
Miscellaneous 151,313 175,981 194,329
State Grants 308,000
$ 1,927,113 $ 1,566,753 $ 1,528,232
Benefit Self Insurance Fund
Miscellaneous $ 2,431,200 $ 2,430,200 $ 2,860,400
$ 2,431,200 $ 2,430,200 $ 2,860,400
Total Internal Service Funds $ 4,358,313 $ 3,996,953 $ 4,388,632
TOTAL ALL FUNDS $ 64,830,924 $ 62,093,629 $ 78,055,043
* Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was
prepared, plus estimated revenues for the remainder of the fiscal year.
4/15 SCHEDULE C
FUND SOURCES <USES> IN <OUT>
GENERAL FUND
Tfr to Municipal Debt Service Fund $$$$194,810
Tfr to Oracle Road Improvement District Fund 3,000
Tfr to General Government CIP Fund 1,509,000
Tfr from Bed Tax Fund 185,000
Tfr from Community Center & Golf Fund 120,000
Total General Fund $ $ $ 305,000 $ 1,706,810
SPECIAL REVENUE FUNDS
Bed Tax Fund $$$$414,544
Highway User Revenue Fund 228,366
Community Center & Golf Fund 120,000
Total Special Revenue Funds $$$$762,910
DEBT SERVICE FUNDS
Municipal Debt Service Fund $ $ $ 655,750 $
Oracle Road Improvement District Fund 3,000
Total Debt Service Funds $ $ $ 658,750 $
CAPITAL PROJECTS FUNDS
General Government CIP Fund $ $ $ 1,539,000 $
Townwide Roadway Dev Impact Fee Fund 460,696
PAG/RTA Fund 460,696
Total Capital Projects Funds $ $ $ 1,999,696 $ 460,696
ENTERPRISE FUNDS
Oro Valley Water Utility Fund $ 1,800,000 $ $ $ 33,030
Total Enterprise Funds $ 1,800,000 $ $ $ 33,030
TOTAL ALL FUNDS $ 1,800,000 $ $ 2,963,446 $ 2,963,446
2016 2016
CITY/TOWN OF ____Oro Valley______
Other Financing Sources/<Uses> and Interfund Transfers
Fiscal Year 2016
OTHER FINANCING INTERFUND TRANSFERS
4/15 SCHEDULE D
ADOPTED
BUDGETED
EXPENDITURES/
EXPENSES
EXPENDITURE/
EXPENSE
ADJUSTMENTS
APPROVED
ACTUAL
EXPENDITURES/
EXPENSES*
BUDGETED
EXPENDITURES/
EXPENSES
2015 2015 2015 2016
GENERAL FUND
Clerk $ 497,102 $ $ 391,102 $ 407,900
Council 207,022 207,022 211,995
Development & Infrastructure Svcs 4,564,803 4,303,182 4,596,216
Finance 748,060 737,182 779,760
General Administration 1,867,600 1,805,600 1,804,970
Human Resources 371,998 371,998 366,775
Information Technology 1,432,374 1,432,374 1,571,326
Legal 756,855 743,405 764,837
Magistrate Court 789,826 789,826 837,629
Town Manager's Office 721,724 721,724 769,521
Parks and Recreation 2,722,617 2,722,617 3,004,988
Police 14,885,819 14,759,198 15,245,016
Contingency Reserve 10,133,233 (1,390,000)300,000 9,951,137
Total General Fund $ 39,699,033 $(1,390,000)$ 29,285,230 $ 40,312,070
SPECIAL REVENUE FUNDS
Highway User Revenue Fund $ 6,798,419 $ $ 4,354,328 $ 5,901,151
Seizures & Forfeitures - State Fund 582,353 413,561 387,846
Seizures & Forfeitures - Federal Fund 564,398 328,365 287,609
Bed Tax Fund 836,029 608,157 950,226
Impound Fee Fund 26,610 26,610 50,736
Community Center & Golf Fund 1,200,000 2,122,109 8,277,201
Total Special Revenue Funds $ 8,807,809 $ 1,200,000 $ 7,853,130 $ 15,854,769
DEBT SERVICE FUNDS
Municipal Debt Service Fund $ 1,002,640 $ $ 864,233 $ 961,216
Oracle Road Improvement District Fund 178,054 177,968 178,384
Total Debt Service Funds $ 1,180,694 $ $ 1,042,201 $ 1,139,600
CAPITAL PROJECTS FUNDS
Townwide Roadway Dev Impact Fee Fund $ 7,037,558 $ $ 2,641,439 $ 3,143,049
Naranja Park Fund 608,821 600,000 137,056
Alternative Water Rscs Dev Impact Fee Fund 4,284,831 152,891 5,321,796
Potable Water System Dev Impact Fee Fund 4,840,758 327,424 5,324,333
Parks & Recreation Impact Fee Fund 307,852 308,369
Library Impact Fee Fund 114,798 20,000 124,798
Police Impact Fee Fund 302,238 320,571
General Government Impact Fee Fund 3,504 3,504
Recreation In Lieu Fee Fund 6,190 6,190
General Government CIP Fund 4,040,000 190,000 2,695,000 3,035,000
PAG/RTA Fund 10,897,696
Total Capital Projects Funds $ 21,546,550 $ 190,000 $ 6,436,754 $ 28,622,362
ENTERPRISE FUNDS
Oro Valley Water Utility Fund $ 29,545,566 $ $ 18,439,876 $ 27,784,061
Stormwater Utility Fund 1,239,741 1,011,851 1,103,423
Total Enterprise Funds $ 30,785,307 $ $ 19,451,727 $ 28,887,484
INTERNAL SERVICE FUNDS
Fleet Fund $ 2,047,943 $ $ 1,390,772 $ 1,789,162
Benefit Self Insurance Fund 3,017,602 2,792,847 3,082,262
Total Internal Service Funds $ 5,065,545 $ $ 4,183,619 $ 4,871,424
TOTAL ALL FUNDS $ 107,084,938 $ $ 68,252,661 $ 119,687,709
*
Expenditures/Expenses by Fund
Fiscal Year 2016
CITY/TOWN OF ____Oro Valley______
Includes actual expenditures/expenses recognized on the modified accrual or accrual basis as of the date the proposed budget was
prepared, plus estimated expenditures/expenses for the remainder of the fiscal year.
FUND/DEPARTMENT
4/15 SCHEDULE E
ADOPTED
BUDGETED
EXPENDITURES/
EXPENSES
EXPENDITURE/
EXPENSE
ADJUSTMENTS
APPROVED
ACTUAL
EXPENDITURES/
EXPENSES*
BUDGETED
EXPENDITURES/
EXPENSES
2015 2015 2015 2016
Clerk:
General Fund $ 497,102 $ $ 391,102 $ 407,900
Department Total $ 497,102 $ $ 391,102 $ 407,900
Council:
General Fund $ 207,022 $ $ 207,022 $ 211,995
Department Total $ 207,022 $ $ 207,022 $ 211,995
Development & Infrastructure Svcs:
General Fund $ 4,564,803 $ $ 4,303,182 $ 4,596,216
Highway Fund 6,798,419 4,354,328 5,901,151
Townwide Roadway Dev Impact Fee Fund 7,037,558 2,641,439 3,143,049
Stormwater Utility Fund 1,239,741 1,011,851 1,103,423
Fleet Fund 2,047,943 1,390,772 1,789,162
PAG/RTA Fund 10,897,696
Department Total $ 21,688,464 $ $ 13,701,572 $ 27,430,697
Finance:
General Fund $ 748,060 $ $ 737,182 $ 779,760
Department Total $ 748,060 $ $ 737,182 $ 779,760
General Administration:
General Fund $ 1,867,600 $ $ 1,805,600 $ 1,804,970
General Fund - Contingency Reserve 10,133,233 (1,390,000)300,000 9,951,137
Municipal Debt Service Fund 1,002,640 864,233 961,216
Oracle Road Improvement District Fund 178,054 177,968 178,384
Benefit Self Insurance Fund 3,017,602 2,792,847 3,082,262
General Government Impact Fee Fund 3,504 3,504
General Government CIP Fund 4,040,000 190,000 2,695,000 3,035,000
Library Impact Fee Fund 114,798 20,000 124,798
Department Total $ 20,357,431 $(1,200,000)$ 8,655,648 $ 19,141,271
Human Resources:
General Fund $ 371,998 $ $ 371,998 $ 366,775
Department Total $ 371,998 $ $ 371,998 $ 366,775
Information Technology:
General Fund $ 1,432,374 $ $ 1,432,374 $ 1,571,326
Department Total $ 1,432,374 $ $ 1,432,374 $ 1,571,326
Legal:
General Fund $ 756,855 $ $ 743,405 $ 764,837
Department Total $ 756,855 $ $ 743,405 $ 764,837
Magistrate Court:
General Fund $ 789,826 $ $ 789,826 $ 837,629
Department Total $ 789,826 $ $ 789,826 $ 837,629
Town Manager's Office:
General Fund $ 721,724 $ $ 721,724 $ 769,521
Bed Tax Fund 836,029 608,157 950,226
Department Total $ 1,557,753 $ $ 1,329,881 $ 1,719,747
Parks and Recreation:
General Fund $ 2,722,617 $ $ 2,722,617 $ 3,004,988
Parks & Recreation Impact Fee Fund 307,852 308,369
Naranja Park Fund 608,821 600,000 137,056
Recreation In Lieu Fee Fund 6,190 6,190
Community Center & Golf Fund 1,200,000 2,122,109 8,277,201
Department Total $ 3,645,480 $ 1,200,000 $ 5,444,726 $ 11,733,804
Expenditures/Expenses by Department
Fiscal Year 2016
CITY/TOWN OF ____Oro Valley______
DEPARTMENT/FUND
4/15 SCHEDULE F
ADOPTED
BUDGETED
EXPENDITURES/
EXPENSES
EXPENDITURE/
EXPENSE
ADJUSTMENTS
APPROVED
ACTUAL
EXPENDITURES/
EXPENSES*
BUDGETED
EXPENDITURES/
EXPENSES
2015 2015 2015 2016
Expenditures/Expenses by Department
Fiscal Year 2016
CITY/TOWN OF ____Oro Valley______
DEPARTMENT/FUND
Police:
General Fund $ 14,885,819 $ $ 14,759,198 $ 15,245,016
Seizures & Forfeitures - State Fund 582,353 413,561 387,846
Seizures & Forfeitures - Federal Fund 564,398 328,365 287,609
Police Impact Fee Fund 302,238 320,571
Impound Fee Fund 26,610 26,610 50,736
Department Total $ 16,361,418 $ $ 15,527,734 $ 16,291,778
Water Utility:
Oro Valley Water Utility Fund $ 29,545,566 $ $ 18,439,876 $ 27,784,061
Alternative Water Rscs Dev Impact Fee Fund 4,284,831 152,891 5,321,796
Potable Water System Dev Impact Fee Fund 4,840,758 327,424 5,324,333
Department Total $ 38,671,155 $ $ 18,920,191 $ 38,430,190
*Includes actual expenditures/expenses recognized on the modified accrual or accrual basis as of the date the proposed budget
was prepared, plus estimated expenditures/expenses for the remainder of the fiscal year.
4/15 SCHEDULE F
Full-Time
Equivalent (FTE)
Employee Salaries
and Hourly Costs Retirement Costs Healthcare Costs
Other Benefit
Costs
Total Estimated
Personnel
Compensation
2016 2016 2016 2016 2016 2016
270.54 $ 16,301,577 $ 2,484,311 $ 1,878,739 $ 1,775,446 $ 22,440,073
Highway Fund 23.48 $ 1,406,310 $ 159,221 $ 205,577 $ 166,045 $ 1,937,153
Bed Tax Fund 3.00 198,828 22,806 12,297 16,270 250,201
Impound Fee Fund 0.50 22,773 2,612 390 1,846 27,621
Seizures & Forfeitures - State Fund 2.00 100,586 21,626 8,198 14,229 144,639
Seizures & Forfeitures - Federal Fund 1.00 50,293 10,813 4,099 7,114 72,319
Community Center & Golf Fund 13.36 383,746 23,117 16,182 39,472 462,517
Total Special Revenue Funds 43.34 $ 2,162,536 $ 240,195 $ 246,743 $ 244,976 $ 2,894,450
PAG/RTA Fund 1.00 $ 45,908 $ 5,266 $ 9,403 $ 4,218 $ 64,795
Total Capital Projects Funds 1.00 $ 45,908 $ 5,266 $ 9,403 $ 4,218 $ 64,795
Oro Valley Water Utility Fund 38.48 $ 2,390,176 $ 272,323 $ 282,143 $ 228,380 $ 3,173,022
Stormwater Utility Fund 3.85 254,967 29,245 39,467 22,941 346,620
Total Enterprise Funds 42.33 $ 2,645,143 $ 301,568 $ 321,610 $ 251,321 $ 3,519,642
Fleet Fund 1.15 $ 62,586 $ 7,179 $ 7,999 $ 6,554 $ 84,318
Total Internal Service Fund 1.15 $ 62,586 $ 7,179 $ 7,999 $ 6,554 $ 84,318
TOTAL ALL FUNDS 358.36 $ 21,217,750 $ 3,038,519 $ 2,464,494 $ 2,282,515 $ 29,003,278
FUND
CITY/TOWN OF ____Oro Valley______
Full-Time Employees and Personnel Compensation
Fiscal Year 2016
GENERAL FUND
INTERNAL SERVICE FUND
SPECIAL REVENUE FUNDS
CAPITAL PROJECTS FUNDS
ENTERPRISE FUNDS
4/15 SCHEDULE G
Town Manager’s Office
TOWN COUNCIL REPORT
DATE:
TO:
May 13, 2015
Mayor and Councilmembers
FROM: Greg Caton, Town Manager
Stacey Lemos, Finance Director
SUBJECT: Updated 15-year CIP
This report is intended to provide Mayor and Council with an updated 15-Year Capital
Improvement Program (CIP) for FY 2015/16 – FY 2029/30, specifically for the General
Government CIP Fund and the Highway Fund, due to projected revenue fluctuations in future
years.
DISCUSSION
While updating the 5-Year Financial Forecast for the Town to be presented on May 20, it was
necessary to make several adjustments to the proposed 15-Year CIP included in the FY
2015/16 Recommended Budget, particularly in fiscal years 2016/17 through 2020/21. These
adjustments were necessary to balance the 5-Year Financial Forecast due to fluctuations in
future capital funding capacity in the General Fund and Highway Fund.
Typically, staff begins preparation of the 15-Year CIP in November/December for inclusion in
the next year’s Recommended Budget. By April/May, staff begins preparing the 5-Year
Financial Forecast when revenue projections are clearer. One aspect driving the need to lower
the funding for CIP is that our one-time revenues from construction activity continue to be
somewhat variable and challenging to predict, especially in the outer years of the forecast.
Additionally, the 5-Year forecast includes the re-establishment of the transfer of a portion of
construction sales taxes from the General Fund to the Highway Fund beginning in FY 2016/17.
Over the past two years, this portion of construction sales tax revenues had been allocated
toward CIP projects in the form of a transfer to the General Government CIP Fund.
The attached CIP sheets for the General Government CIP Fund and Highway Fund outline the
project funding adjustments in the yellow-highlighted areas from what was originally included
in the CIP within the FY 2015/16 Recommended Budget.
In the General Government CIP Fund, the first five years of the CIP totaled $8,960,000 in the
FY 2015/16 Recommended Budget. The revised total for the first five years of the CIP in the
attached sheet is now $7,015,000, for a reduction of $1,945,000. This reduction is primarily
due to shifting $1,470,000 in project costs to FY 2020/21, and reducing the FY 2016/17 project
budget for the Police Property/ID and Substation facility by $400,000 from $1,360,000 to
$960,000.
In the Highway Fund, the first five years of the CIP totaled $8,765,000 in the FY 2015/16
Recommended Budget. The revised total for the first five years of the CIP in the attached
Highway Fund sheet is now $8,265,000, for a reduction of $500,000. This reduction is
primarily due to shifting $300,000 in project costs to FY 2020/21, delaying the Sidewalk Safety
Program by one year to begin in FY 2017/18 (savings of $150,000) and eliminating the
replacement of illuminated street signs in FY 2016/17 (savings of $50,000).
It is important to remember that the future years of the CIP Program are very fluid and subject
to change due to the needs of the Town and funding availability.
These revised schedules will replace the schedules that are currently included in the
Recommended Budget when Mayor and Council consider adoption of the 15-Year Capital
Improvement Program along with the FY 2015/16 Final Budget adoption on June 3.
RECOMMENDATION / CONCLUSION
This report is for information only.
Pr
o
j
e
c
t
N
a
m
e
De
p
a
r
t
m
e
n
t
FY
1
5
/
1
6
FY
1
6
/
1
7
FY
1
7
/
1
8
F
Y
1
8
/
1
9
F
Y
1
9
/
2
0
F
Y
2
0
/
2
1
F
Y
2
1
/
2
2
F
Y
2
2
/
2
3
F
Y
2
3
/
2
4
F
Y
2
4
/
2
5
F
Y
2
5
/
2
6
F
Y
2
6
/
2
7
F
Y
2
7
/
2
8
F
Y 28/29
F
Y
2
9
/
3
0
TOTAL $
GE
N
E
R
A
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G
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t
/
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r
a
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s
i
t
50
,
0
0
0
$
12
5
,
0
0
0
$
175,000
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s
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g
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-
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r
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n
s
i
t
90
,
0
0
0
$
90,000
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20
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0
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0
$
72,000 $182,000
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L
i
c
e
n
s
i
n
g
IT
80
,
0
0
0
$
85,000 $ 93,500 $ 258,500
Up
g
r
a
d
e
D
e
s
k
t
o
p
O
p
e
r
a
t
i
n
g
S
y
s
t
e
m
IT
15
0
,
0
0
0
$
20
0
,
0
0
0
$
220,000 $ 570,000
Vi
r
t
u
a
l
S
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r
v
e
r
H
o
s
t
S
y
s
t
e
m
R
e
p
l
a
c
e
m
e
n
t
IT
60
,
0
0
0
$
60
,
0
0
0
$
60,000 $ 66,000 $ 246,000
Re
p
l
a
c
e
N
e
t
w
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r
k
I
n
f
r
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s
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r
e
H
a
r
d
w
a
r
e
IT
50
,
0
0
0
$
20
0
,
0
0
0
$
250,000
Fi
b
e
r
-
O
p
t
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C
o
n
n
e
c
t
i
o
n
-
C
a
l
l
e
C
o
n
c
o
r
d
i
a
IT
50
,
0
0
0
$
50,000
IT
T
o
w
n
w
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d
e
F
a
c
i
l
i
t
y
I
m
p
r
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v
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m
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n
t
s
IT
50
,
0
0
0
$
50,000
IT
R
e
g
u
l
a
t
o
r
y
C
o
m
p
l
i
a
n
c
e
IT
50
,
0
0
0
$
50
,
0
0
0
$
50
,
0
0
0
$
50,000 $ 50,000 $250,000
Ne
w
C
o
u
r
t
/
P
r
o
s
e
c
u
t
i
o
n
B
u
i
l
d
i
n
g
Le
g
a
l
3,
5
0
0
,
0
0
0
$
3,500,000
Co
u
rt
r
o
o
m
R
e
m
o
d
e
l
a
n
d
B
e
n
c
h
R
e
d
e
s
i
g
n
Co
u
r
t
16
5
,
0
0
0
$
165,000
Co
u
r
t
/
P
r
o
s
e
c
u
t
i
o
n
B
u
i
l
d
i
n
g
L
o
b
b
y
E
x
p
a
n
s
i
o
n
Co
u
r
t
25
0
,
0
0
0
$
250,000
Tw
o
A
d
d
i
t
i
o
n
a
l
S
o
c
c
e
r
F
i
e
l
d
s
a
t
N
a
r
a
n
j
a
P
a
r
k
Pa
r
k
s
&
R
e
c
60
0
,
0
0
0
$
600,000
Ne
w
P
l
a
y
g
r
o
u
n
d
a
t
N
a
r
a
n
j
a
P
a
r
k
Pa
r
k
s
&
R
e
c
20
0
,
0
0
0
$
1
5
0
,
0
0
0
$
4
5
,
0
0
0
$
395,000
Pl
a
y
g
r
o
u
n
d
A
d
d
i
t
i
o
n
s
/
U
p
g
r
a
d
e
s
a
t
R
i
v
e
r
f
r
o
n
t
P
a
r
k
Pa
r
k
s
&
R
e
c
20
0
,
0
0
0
$
200,000
Re
n
o
v
a
t
e
U
p
p
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r
S
o
c
c
e
r
F
i
e
l
d
a
t
R
i
v
e
r
f
r
o
n
t
P
a
r
k
Pa
r
k
s
&
R
e
c
20
0
,
0
0
0
$
200,000
Co
n
v
e
r
t
L
o
w
e
r
S
o
c
c
e
r
F
i
e
l
d
t
o
S
o
f
t
b
a
l
l
a
t
R
i
v
e
r
f
r
o
n
t
P
a
r
k
Pa
r
k
s
&
R
e
c
20
0
,
0
0
0
$
200,000
Pl
a
y
g
r
o
u
n
d
U
p
g
r
a
d
e
a
t
J
D
K
P
a
r
k
Pa
r
k
s
&
R
e
c
20
0
,
0
0
0
$
200,000
Ne
w
P
a
r
k
R
a
m
a
d
a
s
P
a
r
k
s
&
R
e
c
1
0
0
,
0
0
0
$
10
0
,
0
0
0
$
10
0
,
0
0
0
$
300,000
Ex
p
a
n
d
a
n
d
U
p
g
r
a
d
e
G
r
e
e
n
F
i
e
l
d
a
t
J
D
K
P
a
r
k
Pa
r
k
s
&
R
e
c
15
0
,
0
0
0
$
150,000
Ho
n
e
y
b
e
e
C
a
n
y
o
n
P
a
r
k
U
p
g
r
a
d
e
s
P
a
r
k
s
&
R
e
c
15
0
,
0
0
0
$
150,000
Im
p
r
o
v
e
m
e
n
t
s
a
t
S
t
e
a
m
P
u
m
p
R
a
n
c
h
P
a
r
k
s
&
R
e
c
4
7
5
,
0
0
0
$
475,000
Pr
o
c
t
e
r
/
L
e
i
b
e
r
H
o
u
s
e
R
e
n
o
v
a
t
i
o
n
a
t
S
t
e
a
m
P
u
m
p
R
a
n
c
h
P
a
r
k
s
&
R
e
c
4
0
0
,
0
0
0
$
10
0
,
0
0
0
$
500,000
Ne
w
R
e
s
t
r
o
o
m
a
t
N
a
r
a
n
j
a
P
a
r
k
(
R
o
l
l
o
v
e
r
)
Pa
r
k
s
&
R
e
c
14
5
,
0
0
0
$
To
w
n
H
a
l
l
P
a
r
k
i
n
g
L
o
t
L
a
n
d
s
c
a
p
i
n
g
Pa
r
k
s
&
R
e
c
75
,
0
0
0
$
75,000
Mo
b
i
l
e
S
t
a
g
e
Pa
r
k
s
&
R
e
c
15
0
,
0
0
0
$
150,000
El
C
o
n
q
u
i
s
t
a
d
o
r
C
o
u
n
t
r
y
C
l
u
b
&
G
o
l
f
C
o
u
r
s
e
A
c
q
u
i
s
i
t
i
o
n
P
a
r
k
s
&
R
e
c
30
0
,
0
0
0
$
35
0
,
0
0
0
$
35
0
,
0
0
0
$
1,000,000
Pr
o
p
e
r
t
y
/
I
D
a
n
d
S
o
u
t
h
e
r
n
S
u
b
s
t
a
t
i
o
n
B
u
i
l
d
i
n
g
Po
l
i
c
e
1,
2
2
0
,
0
0
0
$
96
0
,
0
0
0
$
2,180,000
Ta
s
e
r
R
e
p
l
a
c
e
m
e
n
t
Po
l
i
c
e
86
,
0
0
0
$
86,000
Mo
b
i
l
e
D
a
t
a
C
o
m
p
u
t
e
r
(
M
D
C
)
R
e
p
l
a
c
e
m
e
n
t
Po
l
i
c
e
12
4
,
0
0
0
$
124,000
Ne
w
S
u
b
s
t
a
t
i
o
n
a
n
d
T
r
a
i
n
i
n
g
F
a
c
i
l
i
t
y
a
t
M
O
C
Po
l
i
c
e
3,
1
7
0
,
0
0
0
$
3,170,000
Su
b
s
t
a
t
i
o
n
a
n
d
T
r
a
i
n
i
n
g
F
a
c
i
l
i
t
y
(
A
r
r
o
y
o
G
r
a
n
d
e
)
Po
l
i
c
e
3,170,000 $ 3,170,000
Re
p
l
a
c
e
C
o
m
m
a
n
d
P
o
s
t
Po
l
i
c
e
30
0
,
0
0
0
$
300,000
Ex
p
a
n
d
C
o
m
m
u
n
i
c
a
t
i
o
n
s
I
n
f
r
a
s
t
r
u
c
t
u
r
e
Po
l
i
c
e
20
0
,
0
0
0
$
200,000
TO
T
A
L
G
E
N
E
R
A
L
G
O
V
E
R
N
M
E
N
T
C
I
P
F
U
N
D
3,
0
0
5
,
0
0
0
$
1,
9
6
0
,
0
0
0
$
1,
3
5
0
,
0
0
0
$
40
0
,
0
0
0
$
30
0
,
0
0
0
$
1,
9
6
0
,
0
0
0
$
3,
9
7
5
,
0
0
0
$
3,
4
3
0
,
0
0
0
$
70
0
,
0
0
0
$
110,000 $ 145,000 $ 50,000 $ 3,242,000 $ 70,000 $ 379,500 $ 20,931,500 $
CA
P
I
T
A
L
I
M
P
R
O
V
E
M
E
N
T
P
R
O
G
R
A
M
Pr
o
j
e
c
t
N
a
m
e
De
p
a
r
t
m
e
n
t
FY
1
5
/
1
6
FY
1
6
/
1
7
FY
1
7
/
1
8
F
Y
1
8
/
1
9
F
Y
1
9
/
2
0
F
Y
2
0
/
2
1
F
Y
2
1
/
2
2
F
Y
2
2
/
2
3
F
Y
2
3
/
2
4
F
Y
2
4
/
2
5
F
Y
2
5
/
2
6
F
Y
2
6
/
2
7
F
Y
2
7
/
2
8
F
Y 28/29
F
Y
2
9
/
3
0
TOTAL $
CA
P
I
T
A
L
I
M
P
R
O
V
E
M
E
N
T
P
R
O
G
R
A
M
HI
G
H
W
A
Y
F
U
N
D
4X
4
E
x
t
e
n
d
e
d
B
a
c
k
h
o
e
-
R
e
p
l
a
c
e
m
e
n
t
D
I
S
-
S
t
r
e
e
t
s
1
2
5
,
0
0
0
$
125,000
Sk
i
d
s
t
e
e
r
(
B
o
b
c
a
t
)
w
i
t
h
A
t
t
a
c
h
m
e
n
t
s
-
R
e
p
l
a
c
e
m
e
n
t
D
I
S
-
S
t
r
e
e
t
s
10
0
,
0
0
0
$
100,000
Sm
a
l
l
A
s
p
h
a
l
t
L
a
y
d
o
w
n
M
a
c
h
i
n
e
D
I
S
-
S
t
r
e
e
t
s
1
2
5
,
0
0
0
$
125,000
Ex
c
a
v
a
t
o
r
-
E
x
p
a
n
s
i
o
n
D
I
S
-
S
t
r
e
e
t
s
32
5
,
0
0
0
$
325,000
10
W
h
e
e
l
T
r
a
c
t
o
r
w
/
D
a
y
C
a
b
-
E
x
p
a
n
s
i
o
n
DI
S
-
S
t
r
e
e
t
s
11
5
,
0
0
0
$
115,000
40
0
0
G
a
l
l
o
n
W
a
t
e
r
T
r
u
c
k
-
R
e
p
l
a
c
e
m
e
n
t
DI
S
-
S
t
r
e
e
t
s
11
0
,
0
0
0
$
110,000 $ 220,000
Be
l
l
y
D
u
m
p
-
E
x
p
a
n
s
i
o
n
DI
S
-
S
t
r
e
e
t
s
75
,
0
0
0
$
75,000
Be
l
l
y
D
u
m
p
-
(
R
o
c
k
E
n
d
D
u
m
p
)
-
E
x
p
a
n
s
i
o
n
DI
S
-
S
t
r
e
e
t
s
75
,
0
0
0
$
75,000
10
T
o
n
S
m
o
o
t
h
D
r
u
m
R
o
l
l
e
r
-
R
e
p
l
a
c
e
m
e
n
t
DI
S
-
S
t
r
e
e
t
s
75
,
0
0
0
$
75,000
Lo
w
B
o
y
T
r
a
i
l
e
r
-
E
x
p
a
n
s
i
o
n
DI
S
-
S
t
r
e
e
t
s
75
,
0
0
0
$
75,000
Ru
b
b
e
r
T
i
r
e
P
n
e
u
m
a
t
i
c
R
o
l
l
e
r
-
R
e
p
l
a
c
e
m
e
n
t
DI
S
-
S
t
r
e
e
t
s
80
,
0
0
0
$
80,000
Sm
a
l
l
e
r
A
s
p
h
a
l
t
L
a
y
d
o
w
n
M
a
c
h
i
n
e
-
E
x
p
a
n
s
i
o
n
DI
S
-
S
t
r
e
e
t
s
12
5
,
0
0
0
$
125,000
Ga
n
n
o
n
&
M
o
w
e
r
-
R
e
p
l
a
c
e
m
e
n
t
DI
S
-
S
t
r
e
e
t
s
80
,
0
0
0
$
80,000
Cr
a
c
k
S
e
a
l
U
n
i
t
R
e
p
l
a
c
e
m
e
n
t
w
i
t
h
A
u
t
o
F
e
e
d
DI
S
-
S
t
r
e
e
t
s
90
,
0
0
0
$
100,000 $ 190,000
Bl
a
d
e
/
M
o
t
o
r
G
r
a
d
e
r
-
R
e
p
l
a
c
e
m
e
n
t
DI
S
-
S
t
r
e
e
t
s
35
0
,
0
0
0
$
350,000
St
e
e
l
R
o
l
l
e
r
-
R
e
p
l
a
c
e
m
e
n
t
DI
S
-
S
t
r
e
e
t
s
65,000 $ 65,000
Ve
r
m
e
e
r
-
W
o
o
d
C
h
i
p
p
e
r
-
R
e
p
l
a
c
e
m
e
n
t
DI
S
-
S
t
r
e
e
t
s
110,000 $ 110,000
4.
5
C
u
b
i
c
L
o
a
d
e
r
9
3
8
G
-
R
e
p
l
a
c
e
m
e
n
t
DI
S
-
S
t
r
e
e
t
s
25
0
,
0
0
0
$
250,000
Cr
a
c
k
S
e
a
l
i
n
g
M
a
c
h
i
n
e
-
R
e
p
l
a
c
e
m
e
n
t
DI
S
-
S
t
r
e
e
t
s
100,000 $ 100,000
AD
C
V
e
h
i
c
l
e
DI
S
-
S
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Town Council Regular Session Item # 3.
Meeting Date:06/03/2015
Requested by: Councilmember Zinkin & Councilmember Garner
Submitted By:Mike Standish, Town Clerk's Office
Department:Town Clerk's Office
Information
SUBJECT:
MOTION FOR RECONSIDERATION OF THE MAY 20, 2015 APPROVAL OF ORDINANCE NO.
(O)15-08, SPECIFICALLY RELATING TO ILLUMINATED SIGNS
RECOMMENDATION:
N/A
EXECUTIVE SUMMARY:
Councilmember Zinkin and Councilmember Garner requested that this item be placed on the June 3,
2015 agenda for discussion and possible action.
BACKGROUND OR DETAILED INFORMATION:
N/A
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
I MOVE to ____________________________________.
Town Council Regular Session Item # 4.
Meeting Date:06/03/2015
Requested by: Amanda Jacobs Submitted By:Amanda Jacobs, Town Manager's Office
Department:Town Manager's Office
Information
SUBJECT:
RESOLUTION NO. (R)15-41, AUTHORIZING AND APPROVING A FINANCIAL PARTICIPATION
AGREEMENT BETWEEN THE TOWN OF ORO VALLEY AND THE GREATER ORO VALLEY
CHAMBER OF COMMERCE
RECOMMENDATION:
Staff recommends approval.
EXECUTIVE SUMMARY:
Annexations and the retention/attraction of multi-day special events continue to be priorities for the Town.
To show our commitment to these efforts, staff is proposing a three-year agreement with the Greater Oro
Valley Chamber of Commerce.
The Economic Development staff worked with the Legal Department to draft a three-year Financial
Participation Agreement (FPA) between the Town of Oro Valley and the Chamber that identifies specific
performance measures for the agency, including evaluation criteria and reporting requirements.
BACKGROUND OR DETAILED INFORMATION:
Economic Development staff and the Chamber developed the following performance measures, which
are outlined in Section 2 of the FPA:
Business Recruitment, Retention and Outreach
The Chamber will continue to participate in the Town’s Business Retention and Expansion (BR&E)
Program.
a.
The Chamber will coordinate with at least 25 Oro Valley businesses and offer discounts, during the
weekend of March 18 – 20, 2016 for the athletes participating in the Arizona Distance Classic.
b.
To expand upon the Shop Oro Valley campaign and the OV Dollars program, the Chamber will
coordinate at least two “Shop Oro Valley” special events with Oro Valley businesses. One of the
events will be held at the Oro Valley Annual Tree Lighting Ceremony.
c.
The Chamber will serve as a second distribution point for OV Dollars and will provide a minimum
total sales of $15,000 during the period of this contract.
d.
The Chamber shall work to assist the Town in emphasizing the importance of supporting local
retailers/businesses through educational and promotional efforts and will display the following
materials at the Chamber offices: Shop Oro Valley Campaign and OV Dollars and other economic
development-related materials as deemed appropriate by the Chamber President/CEO and
Economic Development Manager.
e.
The Chamber will coordinate with existing and new participants of the OV Dollars program andf.
determine their interest in offering incentives, such as “on the first Tuesday of every month from 5 –
7 p.m. receive 10% off your purchase, when you use your OV Dollars card,” as part expanding the
OV Dollars program.
Special Events
The Chamber will coordinate ribbon cuttings for new Oro Valley businesses.a.
The Chamber will host four Oro Valley educational forums that will be open to members and
non-members.
b.
The Chamber will host a quarterly coffee with the ‘Mayor and Manager’ program that will be open to
members and non-members and will be focused on topics occurring/impacting Oro Valley.
c.
The Chamber will arrange volunteer meals for at least two Oro Valley major events, such as the
Arizona Swimming Short Course State Championships and the State Golf Tournament
Championships.
d.
The Chamber will collect marketing materials from Oro Valley area businesses that will be given to
attendees and athletes during special events. The materials will be provided to the Economic
Development Division one week prior to the day of the event.
e.
The Chamber will assist in providing $10 in OV Dollars to 500 athletes of the 2016 Arizona
Distance Classic. The total cost will be split between the Town of Oro Valley, M3S Sports and Visit
Tucson. The total cost the Chamber will provide the town is $1,250.
f.
During this Agreement, Town officials will attend Chamber breakfasts, luncheons and mixers free of
charge as long as each official pre-registers for each event.
g.
The Chamber will host at least two events at the Community and Recreation Center.h.
The Town will receive one complimentary table of 10 for the Annual Chamber meeting.i.
The Town will receive eight complimentary tables of 10 to the State of the Town of Oro Valley
Address and Luncheon.
j.
Annual Chamber membership dues to be paid by the Town shall be included as part of the
monetary consideration of this Agreement.
k.
During the term of this Agreement, the Agency will refrain from endorsing any candidate for Mayor
or Council member of the Town of Oro Valley.
l.
FISCAL IMPACT:
The FY 2015/16 Town Manager's Recommended Budget includes funding for the Chamber in the
amount of $30,000 in the Bed Tax Fund.
SUGGESTED MOTION:
I MOVE to (adopt or deny) Resolution No. (R)15-41, authorizing and approving a Financial Participation
Agreement between the Town of Oro Valley and the Greater Oro Valley Chamber of Commerce.
Attachments
(R)15-41 Greater Oro Valley Chamber of Commerce FPA
Chamber FPA 2015-16
RESOLUTION NO. (R)15-41
A RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN
OF ORO VALLEY, ARIZONA, AUTHORIZING AND APPROVING A
FINANCIAL PARTICIPATION AGREEMENT BETWEEN THE
TOWN OF ORO VALLEY AND THE GREATER ORO VALLEY
CHAMBER OF COMMERCE
WHEREAS,pursuant to A.R.S. § 9-500.11, the Town may appropriate public monies for and in
connection with economic development activities as long as there is adequate consideration; and
WHEREAS, the Town desires to continue to promote a business environment in Oro Valley
that enhances economic vitality and improves the quality of life for its residents; and
WHEREAS,the Town of Oro Valley desires to enter into a Financial Participation
Agreement with the Greater Oro Valley Chamber of Commerce; and
WHEREAS,it is in the best interest of the Town to enter into the Financial Participation
Agreement with the Greater Oro Valley Chamber of Commerce, attached hereto as Exhibit
“A” and incorporated herein by this reference, to set forth the terms and conditions of the
Agreement.
NOW, THEREFORE, BE IT RESOLVED by the Mayor and Council of the Town of
Oro Valley, Arizona, that:
SECTION 1. The Financial Participation Agreement between the Town of Oro
Valley and the Greater Oro Valley Chamber of Commerce, attached hereto as Exhibit
“A” and incorporated herein by this reference, is hereby authorized and approved.
SECTION 2. The Mayor and other administrative officials are hereby authorized to
take such steps as necessary to execute and implement the terms of the Agreement.
PASSED AND ADOPTED by the Mayor and Council of the Town of Oro Valley, Arizona
this 3
rd day of June, 2015.
TOWN OF ORO VALLEY
Dr. Satish I. Hiremath, Mayor
2
ATTEST:APPROVED AS TO FORM:
Julie K. Bower, Town Clerk Tobin Sidles, Legal Services Director
Date: Date:
3
EXHIBIT “A”
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
1
THIS AGREEMENT is made and entered into this day of , 2015,
by and between the Town of Oro Valley, a municipal corporation, hereinafter called the "Town"
and the Greater Oro Valley Chamber of Commerce, a non-profit corporation, hereinafter
called the "Agency".
WITNESSETH
WHEREAS, it has been determined that the activities of Agency are in the public
interest, and are such as to improve and promote the public welfare of the Town; and
WHEREAS, the Mayor and Council have determined that to financially participate in
the promotion of the activities of Agency is a public purpose in that the activities confer direct
benefit of a general character to a significant part of the public.
NOW THEREFORE, in consideration of the mutual covenants and conditions
hereinafter set forth, the parties hereto do mutually agree as follows:
Section 1: Statement of Purpose
Agency will provide tourism and visitor’s services and information to Town residents and
seasonal tourists and anyone indicating an interest in locating a business or residence in the
Town.
Section 2: Services to be Performed by Agency
Agency performance measures outlined below are for Fiscal Year 2015/16 (July 1, 2015 – June
30, 2016). The performance measures for FY2016/17 (July 1, 2016 – June 30, 2017) will be
determined prior to June 30, 2017. The performance measures for FY2017/18 (July 1, 2017 –
June 30, 2018) will be determined prior to June 30, 2018.
1. Business Recruitment, Retention and Outreach
a. The Chamber will continue to participate in the Town’s Business Retention and
Expansion (BR&E) Program.
b. The Chamber will coordinate with at least 25 Oro Valley businesses and offer
discounts, during the weekend of March 18 – 20, 2016 for the athletes
participating in the Arizona Distance Classic.
c. To expand upon the Shop Oro Valley campaign and the OV Dollars program, the
Chamber will coordinate at least two “Shop Oro Valley” special events with Oro
Valley businesses. One of the events will be held at the Oro Valley Annual Tree
Lighting Ceremony.
d. The Chamber will serve as a second distribution point for OV Dollars and will
provide minimum total sales of $15,000 during the period of this contract.
e. The Chamber shall work to assist the Town in emphasizing the importance of
supporting local retailers/businesses through educational and promotional efforts
and will display the following materials at the Chamber offices: Shop Oro Valley
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
2
Campaign and OV Dollars and other economic development related materials as
deemed appropriate by the Chamber President/CEO and Economic Development
Manager.
f. The Chamber will coordinate with existing and new participants of the OV
Dollars program and determine their interest in offering incentives, such as “on
the first Tuesday of every month from 5 – 7 p.m. receive 10% off your purchase,
when you use your OV Dollars card,” as part expanding the OV Dollars program.
2. Special Events
a. The Chamber will coordinate ribbon cuttings for new Oro Valley businesses.
b. The Chamber will host four Oro Valley educational forums that will be open to
members and non-members.
c. The Chamber will host a quarterly coffee with the ‘Mayor and Manager’ program
that will be open to members and non-members and will be focused on topics
occurring/impacting Oro Valley.
d. The Chamber will arrange volunteer meals for at least two Oro Valley major
events, such as the Arizona Swimming Short Course State Championships and the
State Golf Tournament Championships.
e. The Chamber will collect marketing material from Oro Valley area businesses
that will be given to attendees and athletes, during special events. The material
will be provided to the Economic Development Division one week prior to the
day of the event.
f. The Chamber will assist in providing $10 in OV Dollars to 500 athletes of the
2016 Arizona Distance Classic. The total cost will be split between the Town of
Oro Valley, M3S Sports and Visit Tucson. The total cost the Chamber will
provide the town is $1,250.
g. During this Agreement, Town officials will attend Chamber breakfasts, luncheons
and mixers free of charge as long as each official pre-registers for each event.
h. The Chamber will host at least two events at the Community and Recreation
Center.
i. The Town will receive one complimentary table of 10 for the Annual Chamber
meeting.
j. The Town will receive eight complimentary tables of 10 to the State of the Town
of Oro Valley Address and Luncheon.
k. Annual Chamber membership dues to be paid by the Town shall be included as
part of the monetary consideration of this Agreement.
l. During the term of this Agreement, the Agency will refrain from endorsing any
candidate for Mayor or Council member of the Town of Oro Valley.
Section 3: Services to be Provided by the Town
All funding is subject to the Town’s budget appropriations. For this Agreement, up to Thirty
Thousand Dollars ($30,000) shall be allocated to Agency.
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
3
Section 4: Responsibility for Open Records
Agency agrees to open to the public all records relating to any funds directly received from the
Town that Agency distributes to any organization and/or individual.
Section 5: Evaluation Criteria and Reporting
In order to assess the impact of Agency, the Town reserves the right to evaluate performance,
and to have access to all pertinent information necessary to make evaluations.
A. Agency agrees to submit to the Town, through the Economic Development Division,
quarterly reports addressing the progress of Agency in achieving its Program of Work.
Reports shall be submitted within thirty (30) working days of the end of each calendar
quarter.
B. Agency agrees to give explanations for any variance in the expected performance for
each measure.
C. Agency agrees to give projected performance for each measure through the end of the
fiscal year (June 30th).
D. Agency agrees to review and present such reports to the Town Council in open meetings
on an “as requested” basis.
Section 6: Accountability
Agency shall maintain a true and accurate accounting system which meets generally accepted
accounting principles, and which is capable of properly accounting for all expenditures and
receipts of Agency on a timely basis. In addition, Agency shall maintain evidence of its
compliance with the nondiscrimination provisions of this Agreement.
Agency’s accounting system shall permit separate, identifiable accounting for all funds provided
by the Town pursuant to this Agreement.
Agency shall provide the Finance Department of the Town, within four (4) months after the close
of Agency’s fiscal year, a copy of the financial audit of Agency’s operations by an independent
certified public accountant, along with any management letter and, if applicable, Agency’s plan
for corrective action.
If Agency does not have an audit, it shall submit within three (3) months after the close of its
fiscal year, a complete accounting of Town funds received. This accounting must be approved
by the Finance Department of the Town as sufficiently descriptive and complete.
If for good reason Agency cannot meet the times established for submission of financial
reporting, Agency shall notify the Finance Department in writing the reason for the delay,
provide an expected completion date and request a waiver of the due date.
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
4
At any time during or after the period of this Agreement, the Town Finance Department and/or a
Town agent may audit Agency’s overall financial operation or compliance with the
nondiscrimination clause of this Agreement for the Agreement period. Agency shall provide any
financial reports, nondiscrimination policies and procedures or other documentation necessary to
accomplish such audits.
Section 7: Matching Grants
Agency agrees to obtain Mayor and Council approval prior to applying for any matching grants
involving the commitment of Town funds.
Section 8: Nondiscrimination
Agency, in its employment policies and practices, in its public accommodations and in its
provision of services shall obey all relevant and applicable, federal, state, and local laws,
regulations and standards relating to discriminations, biases, and/or limitations, including, but
not limited to, Titles VI and VII of the Civil Rights Act of 1964, the Age Discrimination in
Employment Act of 1967, the Americans with Disabilities Act of 1990, the Arizona Civil Rights
Act, the Arizonans with Disabilities Act, the Human Relations provisions of the Oro Valley
Code, and the Mayor and Council policy adopted on September 25, 2000, prohibiting the direct
or indirect grant of discretionary Town funds to organizations that have a policy of exclusionary
discrimination on the basis of race, color, religion, anc estry, sex, age, disability, national origin,
sexual orientation, gender identity, familial status or marital status. See Administrative
Guidance Re: Non-Discrimination Policy for Programs Funded by the Town of Oro Valley,
attached and incorporated herein by this reference.
Section 9: Sub-recipient Funding Agreements
Agency agrees to include in all of its sub-recipient funding agreements the nondiscrimination
provisions contained in Section 8 herein.
Section 10: Term of Agreement
This Agreement shall be effective from July 1, 2015 through June 30, 2018. This Agreement
may be extended at the sole option of the Town for additional fiscal year(s) only under the
following conditions:
A. The Mayor and Council of the Town determine the services of Agency are in the public
interest and allocate funds therefore; and
B. The parties mutually agree to a scope of services to be provided by Agency in any
subsequent fiscal year.
C. At the end of FY2017/18 the provisions of this agreement will be subject to review and
renegotiations by the Town and the Chamber.
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
5
Section 11: Payment Withholding, Reduction, or Termination
The Town may withhold whole or part of the scheduled payment, reduce, or terminate funding
allocations to Agency if:
A. Services are not rendered.
B. Agency fails to supply information or reports as required.
C. Agency is not in compliance with agreed upon disbursement documentation and/or other
project performance.
D. Agency fails to make required payments to subcontractors.
E. The Town has reasonable cause to believe Agency is not in compliance with the
nondiscrimination clause of this Agreement.
F. The Mayor and Council fail to appropriate all or part of the funds for this Agreement.
Such payment reductions or payment termination may result in Agency receiving a lesser total
Town allocation under this Agreement than the maximum funding allocated. If reasons for
withholding payments other non-appropriation of funds have been corrected to the satisfaction of
the Town, any amounts due shall be processed.
The Town will be reimbursed for any funds expended for services not rendered. In addition,
Agency shall return to the Town any Town funds provided pursuant to this Agreement that have
not been expended by June 30, 2018.
Section 12: Termination of Agreement
This Agreement may be terminated at any time by mutual written consent, or by either party
giving thirty (30) days written notice to the other party or at such time, as in the opinion of the
Town, Agency's performance hereunder is deemed unsatisfactory.
Section 13: Method of Payment
The parties have agreed that Agency will receive from the Town an amount not to exceed
$30,000 for FY2015/16, FY2016/17 and FY17/18. Disbursement of funds by the Town is subject
to the annual appropriation by the Town Council and the limitations of the state budget law.
Payments shall be made on a quarterly basis commencing July 1, 201 5. Payments are to be
made within forty (40) days after the close of each preceding quarter.
Section 14: Indemnification
Agency agrees to indemnify, defend and save harmless the Town, its Mayor and Council,
appointed boards, committees, and commissions, officers, employees, and insurance carriers,
individually and collectively, from all losses, claims, suits, demands, expenses, subrogations,
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
6
attorney's fees, or actions of any kind and nature resulting from personal injury to any person,
including employees of Agency or of any subcontractor employed by Agency (including bodily
injury and death); claims based upon discrimination and/or violation of civil rights; or damages
to any property, arising or alleged to have arisen out of the work to be performed hereunder,
except any such injury or damages arising out of the sole negligence of the Town, its officers,
agents, or employees. Workers’ Compensation insurance and/or self-insurance carried by the
Town do not apply to employees or volunteers acting in any capacity for Agency.
Section 15: Independent Contractor
The parties stipulate and agree that Agency is not an employee of the Town and is performing its
duties hereunder as an Independent Contractor, supplying its own employees and maintaining its
own insurance, workers’ compensation insurance and handling all of its own internal accounting.
The Town in no way controls, directs or has any responsibility for the actions of Agency.
Section 16: Insurance
Agency agrees to:
A. Obtain insurance coverage of the types and amounts required in this Section and keep such
insurance coverage in force throughout the life of this Agreement. All policies will contain
an endorsement providing that written notice be given to the Town at least thirty (30)
calendar days prior to termination, cancellation, or reduction in coverage in any policy.
B. The Comprehensive General Liability Insurance policy will include the Town
as an additional insured with respect to liability arising out of the performance of this
Agreement.
D. Agency will provide and maintain minimum insurance limits as follows:
COVERAGE AFFORDED LIMITS OF LIABILITY
1. Workers’ Compensation Statute
2. Employer’s Liability $100,000
3. Comprehensive General $1,000,000 - Bodily Injury and
Liability Insurance -- Combined Single Limit
Including: $100,000 Property Damage
(1) Products and Completed Operations
(2) Blanket Contractual
D. Agency shall adequately insure itself against claims based upon unlawful discrimination
and violation of civil rights. The cost of this insurance shall be borne by Agency.
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
7
Section 17. Use of the Town Logo
The Town Logo shall be used for the recognition of the Town’s contribution to Agency only.
Section 18: Conflict of Interest
This Agreement is subject to the conflict of interest provisions of A.R.S. § 38-511, et seq.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first
above written.
TOWN OF ORO VALLEY, a municipal
corporation
__________________________
Dr. Satish I. Hiremath, as Mayor
and not personally
ATTEST: APPROVED AS TO FORM:
Julie K. Bower, as Town Clerk Tobin Sidles, as Legal Services Director
and not personally and not personally
Date: Date:
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
8
GREATER ORO VALLEY CHAMBER OF COMMERCE., a non-profit Corporation
_________________________________
Agency Representative
and not personally
Title_____________________________
State of Arizona )
) ss.
County of )
On this ___ day of ______________________, 2015, _____________________, known to me to
be the person whose name is subscribed to the within instrument, personally appeared before me
and acknowledged that he/she executed the same for the purposes contained.
Given under my hand and seal on , 2015.
__________________________________
Notary
My Commission Expires:
Town Council Regular Session Item # 5.
Meeting Date:06/03/2015
Requested by: Amanda Jacobs Submitted By:Julie Bower, Town Clerk's Office
Department:Town Manager's Office
Information
SUBJECT:
RESOLUTION NO. (R)15-42, AUTHORIZING AND APPROVING A FINANCIAL PARTICIPATION
AGREEMENT BETWEEN THE TOWN OF ORO VALLEY AND METROPOLITAN TUCSON
CONVENTION AND VISITORS BUREAU (VISIT TUCSON)
RECOMMENDATION:
Staff recommends approval.
EXECUTIVE SUMMARY:
Annexations and the retention/attraction of multi-day special events continue to be priorities for the Town.
To show our commitment to these efforts, staff is proposing to renew a three-year contract with the
Metropolitan Tucson Convention and Visitors Bureau (Visit Tucson).
The Economic Development staff worked with the Legal Department to draft a Financial Participation
Agreement (FPA) between the Town of Oro Valley and Visit Tucson identifying specific performance
measures for the agency, including evaluation criteria and reporting requirements.
BACKGROUND OR DETAILED INFORMATION:
Economic Development staff and Visit Tucson developed the following performance measures, which are
outlined in Section 3 of the FPA:
Convention Sales & Sports
Leads for Oro Valley properties 255
Site inspections for Oro Valley properties 28
Future bookings for Oro Valley properties 23
Future room nights for Oro Valley properties 10,500
Travel Industry Sales
Leads/services for Oro Valley properties 35
Tour operators receiving Oro Valley promotion 750
Tour operator catalog impressions for Oro Valley properties 1,000,000
Communications
Oro Valley will be featured in the Official Visitors Guide, along with the surrounding jurisdictions Yes
Provide Oro Valley with a 1/3-page ad in printed 2016 Official Visitors Guide & full-page ad in iPad
version of the guide
Yes
Promote Oro Valley events & attractions on CVB's website & social media sites.
Information will be provided by Economic Development Division staff or New Media Developer.
Yes
Marketing
Feature Oro Valley's aquatic facility in online sports facility guide Yes
Produce a finished video of Oro Valley Aquatic Center and Oro Valley Community and Recreation Center
and El Conquistador Golf and Tennis, which can be used on CVB website, Oro Valley website and
promoting the destination to special event operators.
Yes
Generate unique visitors to MTCVB web site 1,100,000
Generate unique visitors to Oro Valley via MTCVB web site 25,000
Provide quarterly reports with monthly breakouts of unique visitors to the VisitOroValley.org microsite to
the New Media Developer and Economic Development Manager for these relevant pages:
http://www.visittucson.org/about/oro-valley/
http://www.visittucson.org/about/oro-valley/accommodations/
http://www.visittucson.org/about/oro-valley/restaurants/
http://www.visittucson.org/about/oro-valley/arts-entertainment/
http://www.visittucson.org/about/oro-valley/outdoor-recreation/therepor t
The report should include the following information:
Total Unique Users for Month Demographics
• Age
• Gender
Location (Top 10)
Technology (Top 10)
• Browser & Operating System
• Mobile Device & mobile operating system
Top 10 Referrals to VisitOroValley.org Microsite
Pageviews, Bounce Rate and Average Session Duration
Yes
Town officials may attend trade shows with Visit Tucson. Town officials will be responsible for their
travel expenses; however, Visit Tucson will cover the registration fees for Town officials, with those fees
counting toward the tourism-activities rebate to the Town.
Yes
Host www.visitorovalley.org and update the site, based on information provided by the Economic
Development Manager or New Media Developer.
Yes
Promote Oro Valley as a Winter Training destination for Cycling & Swimming on CVB's website & social
media sites.
Yes
Tucson Sports
Provide total tourism based direct spending and total tourism based impact numbers from Visit Tucson
Sports events held in Oro Valley
Yes
Film
Scout Steam Pump Ranch and other Oro Valley destinations for film opportunities Yes
Provide information on equipment, crew and local suppliers as needed Yes
Provide information to film and television companies about locations and accommodations in Oro Valley,
as needed
Yes
General Support
Rebate 5% of Oro Valley's 2015-16 investment in Visit Tucson into tourism-related activities that benefit
the Town
$10,750
Consult with Town staff & officials on tourism sales & marketing initiatives, including, but not limited to,
promoting Town venues to special event operators, Mexico & leisure marketing, & group sales initiatives
Yes
One Town official will serve on MTCVB Board of Directors Yes
FISCAL IMPACT:
The fiscal impact in the Bed Tax Fund for FY 2015/16 is $215,000. The fiscal impact in the Bed Tax Fund
for FY 2016/17 is $250,000 and the fiscal impact for FY 2017/18 is $275,000.
SUGGESTED MOTION:
I MOVE to (adopt or deny) Resolution No. (R)15-42, authorizing and approving a Financial Participation
Agreement between the Town of Oro Valley and Metropolitan Tucson Convention and Visitors Bureau
(Visit Tucson).
Attachments
(R)15-42 MTCVB FPA
FPA MTCVB
RESOLUTION NO. (R)15-42
A RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN
OF ORO VALLEY, ARIZONA, AUTHORIZING AND APPROVING A
FINANCIAL PARTICIPATION AGREEMENT BETWEEN THE
TOWN OF ORO VALLEY AND THE METROPOLITAN TUCSON
CONVENTION AND VISITORS BUREAU
WHEREAS,pursuant to A.R.S. § 9-500.11, the Town may appropriate public monies for and in
connection with economic development activities as long as there is adequate consideration; and
WHEREAS, the Town desires to continue to promote a business environment in Oro Valley
that enhances economic vitality and improves the quality of life for its residents; and
WHEREAS,the Town of Oro Valley desires to enter into a Financial Participation
Agreement with the Metropolitan Tucson Convention and Visitors Bureau (MTCVB); and
WHEREAS,it is in the best interest of the Town to enter into the Financial Participation
Agreement with the MTCVB, attached hereto as Exhibit “A” and incorporated herein by this
reference, to set forth the terms and conditions of the Agreement.
NOW, THEREFORE, BE IT RESOLVED by the Mayor and Council of the Town of
Oro Valley, Arizona, that:
SECTION 1. The Financial Participation Agreement between the Town of Oro
Valley and the Metropolitan Tucson Convention and Visitors Bureau, attached hereto
as Exhibit “A”, is hereby authorized and approved.
SECTION 2. The Mayor and other administrative officials are hereby authorized to
take such steps as necessary to execute and implement the terms of the Agreement.
PASSED AND ADOPTED by the Mayor and Council of the Town of Oro Valley, Arizona
this 3
rd day of June, 2015.
TOWN OF ORO VALLEY
Dr. Satish I. Hiremath, Mayor
ATTEST:APPROVED AS TO FORM:
Julie K. Bower, Town Clerk Tobin Sidles, Legal Services Director
Date: Date:
C:\WINDOWS\TEMP\BCL Technologies\easyPDF 6\@BCL@E8155E01\@BCL@E8155E01.doc 2
EXHIBIT “A”
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
THIS AGREEMENT is made and entered into this day of , 2015,
by and between the Town of Oro Valley, a municipal corporation, hereinafter called the "Town"
and the Metropolitan Tucson Convention and Visitors Bureau, a non-profit corporation,
hereinafter called the "Agency."
WITNESSETH
WHEREAS, it has been determined that the activities of Agency are in the public interest,
and are such as to improve and promote the public welfare of the Town; and
WHEREAS, the Mayor and Council have determined that to financially participate in the
promotion of the activities of Agency is a public purpose in that the activities confer direct benefit
of a general character to a significant part of the public.
NOW THEREFORE, in consideration of the mutual covenants and conditions hereinafter
set forth, the parties hereto do mutually agree as follows:
Section 1. Definitions
A. Tour Operator – a person who arranges and/or organizes groups of people to travel
together to a destination and who also organizes tour packages and advertises them
for people to buy.
B. Travel Agent Impressions – the number of travel agents who would likely read a
tour brochure which a tour operator produced to promote tours that he or she
organized.
Section 2. Statement of Purpose
Agency will initiate, implement and administer a comprehensive sales promotion and advertising
program to attract an increasing number of convention delegates and vacationing tourists to the
Town, thereby providing revenues to the community through transient rental and sales taxes, and
contributing to the overall economic growth and continued viability of the tourism and hospitality
industry.
Section 3. Services to be Performed by Agency
Agency performance measures outlined below are for FY 2015-16 (July 1, 2015 – June 30, 2016).
The performance measures for FY 2016-17 (July 1, 2016 – June 30, 2017) will be determined at
the end of FY 2015-16. The performance measures for FY 2017-18 (July 1, 2017 – June 30, 2018)
will be determined at the end of FY 2016-2017.
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
Convention Sales & Sports
Leads for Oro Valley properties 255
Site Inspections for Oro Valley properties 28
Future Bookings for Oro Valley properties 23
Future Room Nights for Oro Valley properties 10,500
Travel Industry Sales
Leads/services for Oro Valley properties 35
Tour operators receiving Oro Valley promotion 750
Tour operator catalog impressions for Oro Valley properties 1,000,000
Communications
Oro Valley will be featured in the Official Visitors Guide,
along with the surrounding jurisdictions
yes
Provide Oro Valley with a 1/3-page ad in printed 2016 Official
Visitors Guide & full-page ad in iPad version of the guide
yes
Promote Oro Valley events & attractions on CVB's website &
social media sites. Information will be provided by Economic
Development Division staff or New Media Developer.
yes
Marketing
Feature Oro Valley's aquatic facility in online sports facility
guide
yes
Produce a finished video of Oro Valley Aquatic Center and
Oro Valley Community and Recreation Center and El
Conquistador Golf and Tennis, which can be used on CVB
website, Oro Valley website and promoting the destination
to special event operators.
yes
Generate unique visitors to MTCVB web site 1,100,000
Generate unique visitors to Oro Valley via MTCVB web site 25,000
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
Provide quarterly reports with monthly breakouts of unique
visitors to the VisitOroValley.org microsite to the New Media
Developer and Economic Development Manager for these
relevant pages:
http://www.visittucson.org/about/oro-valley/
http://www.visittucson.org/about/oro-
valley/accommodations/
http://www.visittucson.org/about/oro-valley/restaurants/
http://www.visittucson.org/about/oro-valley/arts-
entertainment/
http://www.visittucson.org/about/oro-valley/outdoor-
recreation/ the report
The report should include the following information:
Total Unique Users for Month
Demographics
• Age
• Gender
Location (Top 10)
Technology (Top 10)
• Browser & Operating System
• Mobile Device & mobile operating system
Top 10 Referrals to VisitOroValley.org Microsite
Pageviews, Bounce Rate and Average Session Duration
yes
Town officials may attend trade shows with Visit Tucson.
Town officials will be responsible for their travel expenses;
however, Visit Tucson will cover the registration fees for
Town officials, with those fees counting toward the tourism-
activities rebate to the Town.
yes
Host www.visitorovalley.org and update the site, based on
information provided by the Economic Development
Manager or New Media Developer.
yes
Promote Oro Valley as a Winter Training destination for
Cycling & Swimming on CVB's website & social media sites.
yes
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
Tucson Sports
Provide total tourism based direct spending and total tourism
based impact numbers from Visit Tucson Sports events held
in Oro Valley
yes
Film
Scout Steam Pump Ranch and other Oro Valley destinations
for film opportunities
yes
Provide information on equipment, crew and local suppliers
as needed
yes
Provide information to film and television companies about
locations and accommodations in Oro Valley, as needed
yes
General Support
Rebate 5% of Oro Valley's 2015-16 investment in Visit Tucson
into tourism-related activities that benefit the Town
$10,750
Consult with Town staff & officials on tourism sales &
marketing initiatives, including, but not limited to, promoting
Town venues to special event operators, Mexico & leisure
marketing, & group sales initiatives
yes
One Town official will serve on MTCVB Board of Directors yes
Section 4. Services to be Provided by the Town
All funding is subject to the Town’s budget appropriations. For this Agreement, $215,000 shall
be allocated to Agency.
Section 5. Responsibility for Open Records
Agency agrees to open to the public all records relating to any funds directly received from the
Town that Agency distributes to any organization and/or individual.
Section 6. Evaluation Criteria and Reporting
A. Agency agrees to submit to the Town, through the Economic Development Division,
quarterly reports addressing the progress of the Agency in achieving its performance
measures listed in Section 2. Reports shall be submitted to the Economic Development
Manager within thirty (30) working days of the end of the calendar quarter.
B. Agency agrees to review and present such quarterly reports to the Town Council in open
meetings on an “as requested” basis.
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
Section 7. Accountability
Agency shall maintain a true and accurate accounting system which meets generally accepted
accounting principles, and which is capable of properly accounting for all expenditures and
receipts of Agency on a timely basis. In addition, Agency shall maintain evidence of its
compliance with the nondiscrimination provisions of this Agreement.
Agency shall provide the Finance Department of the Town, 15 days after MTCVB Board approval,
a copy of the financial audit of Agency’s operations by an independent certified public accountant,
along with any management letter and, if applicable, Agency’s plan for corrective action.
At any time during or after the period of this Agreement, the Town Finance Department and/or a
Town agent may audit Agency’s overall financial operation or compliance with the
nondiscrimination clause of this Agreement for the Agreement period. Agency shall provide any
financial reports, nondiscrimination policies and procedures or other documentation necessary to
accomplish such audits.
Section 8. Matching Grants
Agency agrees to obtain Mayor and Council approval prior to applying for any matching grants
involving the commitment of Town funds.
Section 9. Nondiscrimination
Agency, in its employment policies and practices, in its public accommodations and in its
provision of services shall obey all relevant and applicable, federal, state, and local laws,
regulations and standards relating to discriminations, biases, and/or limitations, including, but not
limited to, Titles VI and VII of the Civil Rights Act of 1964, the Age Discrimination in
Employment Act of 1967, the Americans with Disabilities Act of 1990, the Arizona Civil Rights
Act, the Arizonans with Disabilities Act, the Human Relations provisions of the Oro Valley Code,
and the Mayor and Council policy adopted on September 25, 2000, prohibiting the direct or
indirect grant of discretionary Town funds to organizations that have a policy of exclusionary
discrimination on the basis of race, color, reli gion, ancestry, sex, age, disability, national origin,
sexual orientation, gender identity, familial status or marital status. See Administrative Guidance
Re: Non-Discrimination Policy for Programs Funded by the Town of Oro Valley, attached and
incorporated herein by this reference.
Section 10. Sub-recipient Funding Agreements
Agency agrees to include in all of its sub-recipient funding agreements the nondiscrimination
provisions contained in Section 8 herein.
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
Section 11. Term of Agreement
This Agreement between parties as described above shall be effective from July 1, 201 5 through
June 30, 2018.
A. The Mayor and Council of the Town determine the services of Agency are in the public interest
and allocate funds therefore; and
B. The parties mutually agree to a scope of services to be provided by Agency in any subsequent
fiscal year.
C. If the Town annexes any resorts or hotels, or new resorts or hotels are built in the Town during
this agreement, the payments the Agency receives from the Town will be renegotiated.
At the end of the FY2017/18 referred to above, the provisions of this agreement will be subject to
review and renegotiations by the Town and the Bureau.
Section 12. Payment Withholding, Reduction, or Termination
The Town may withhold whole or part of the scheduled payment, reduce, or terminate funding
allocations to Agency if:
A. Services are not rendered.
B. Agency fails to supply information or reports as required.
C. Agency is not in compliance with agreed upon disbursement documentation and/or other
project performance.
D. Agency fails to make required payments to subcontractors.
E. The Town has reasonable cause to believe Agency is not in compliance with the
nondiscrimination clause of this Agreement.
F. The Mayor and Council fail to appropriate all or part of the funds for this Agreement.
Such payment reductions or payment termination may result in Agency receiving a lesser total
Town allocation under this Agreement than the maximum funding allocated. If reasons for
withholding payments other than non-appropriation of funds have been corrected to the
satisfaction of the Town, any amounts due shall be processed.
The Town will be reimbursed for any funds expended for services not rendered. In addition,
Agency shall return to the Town any Town funds provided pursuant to this Agreement that have
not been expended by June 30, 2018.
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
Section 13. Termination of Agreement
This Agreement may be terminated at any time by mutual written consent, or by either party giving
thirty (30) days written notice to the other party or at such time, as in the opinion of the Town,
Agency's performance hereunder is deemed unsatisfactory.
Section 14. Method of Payment
A. The parties have agreed that Agency will receive from the Town an amount not to exceed
$215,000 for FY2015/16. The Agency will receive an amount not to exceed $250,000 for
FY2016-17 and an amount not to exceed $275,000 for FY2017-18. Disbursement of funds
by the Town is subject to the annual appropriation by the Town Council and the limitations
of the state budget law. Payments shall be made on a quarterly basis commencing July 1,
2015. Payments are to be made within forty (40) days after the close of each preceding
quarter.
B. It shall be the responsibility of the Agency to obtain funding from sources other than the
Town. Financial participation agreements with other governments and government
agencies, grants, donations, memberships and any other sources of funding as may become
available from time to time shall be included as part of the annual budget submission.
Section 15. Indemnification
Agency agrees to indemnify, defend and save harmless the Town, its Mayor and Council,
appointed boards, committees, and commissions, officers, employees, and insurance carriers,
individually and collectively, from all losses, claims, suits, demands, expenses, subrogations,
attorney's fees, or actions of any kind and nature resulting from personal injury to any person,
including employees of Agency or of any subcontractor employed by Agency (including bodily
injury and death); claims based upon discrimination and/or violation of civil rights; or damages to
any property, arising or alleged to have arisen out of the work to be performed hereunder, except
any such injury or damages arising out of the sole negligence of the Town, its officers, agents, or
employees. Workers’ Compensation insurance and/or self-insurance carried by the Town do not
apply to employees or volunteers acting in any capacity for Agency.
Section 16. Insurance
Agency agrees to:
A. Obtain insurance coverage of the types and amounts required in this Section and keep such
insurance coverage in force throughout the life of this Agreement. All policies will contain
an endorsement providing that written notice be given to the Town at least thirty (30)
calendar days prior to termination, cancellation, or reduction in coverage in any policy.
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
B. The Comprehensive General Liability Insurance policy will include the Town
as an additional insured with respect to liability arising out of the performance of this
Agreement.
C. Agency will provide and maintain minimum insurance limits as follows:
COVERAGE AFFORDED LIMITS OF LIABILITY
1. Workers’ Compensation Statute
2. Employer’s Liability $100,000
3. Comprehensive General $1,000,000 - Bodily Injury and
Liability Insurance -- Combined Single Limit
Including: $100,000 Property Damage
(1) Products and Completed Operations
(2) Blanket Contractual
D. Agency shall adequately insure itself against claims based upon unlawful discrimination and
violation of civil rights. The cost of this insurance shall be borne by Agency.
Section 17. Use of the Town Logo
The Town Logo shall be used for the recognition of the Town’s contribution to Agency only.
Section 18. Conflict of Interest
This Agreement is subject to the conflict of interest provisions of A.R.S. § 38-511, et seq.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first
above written.
TOWN OF ORO VALLEY, a municipal corporation
__________________________
Dr. Satish I. Hiremath, as Mayor
and not personally
ATTEST: APPROVED AS TO FORM:
Julie K. Bower, as Town Clerk Tobin Sidles as Legal Services Director and
not personally and not personally
Date: Date:
Town of Oro Valley
FINANCIAL PARTICIPATION AGREEMENT
METROPOLITAN TUCSON CONVENTION AND VISITORS BUREAU, a non-profit
Corporation
_________________________________
Agency Representative
and not personally
Title_____________________________
State of Arizona )
) ss.
County of )
On this ___ day of ______________________, 2015, _____________________, known to me to
be the person whose name is subscribed to the within instrument, personally appeared before me
and acknowledged that he/she executed the same for the purposes contained.
Given under my hand and seal on , 2015.
__________________________________
Notary
My Commission Expires:
Town Council Regular Session Item # 6.
Meeting Date:06/03/2015
Requested by: Bayer Vella
Submitted By:Robert Kirschmann
Development Infrastructure Services
Department:Development Infrastructure Services
Information
SUBJECT:
DISCUSSION AND POSSIBLE ACTION REGARDING A CONCEPTUAL SITE PLAN AND
ARCHITECTURE FOR A 1,450 SQUARE FOOT ADDITION TO THE EXISTING CATHEY’S SEW AND
VAC LOCATED AT 8700 NORTH ORACLE ROAD
RECOMMENDATION:
The Conceptual Design Review Board has recommended approval of the Conceptual Site Plan, subject
to the conditions in Attachment 1, and the proposed architecture.
EXECUTIVE SUMMARY:
The applicant requests approval of the Conceptual Site Plan and Architecture to add 1,450 square feet to
the existing Cathey’s Sew and Vac. The property is located at 8700 N. Oracle Road (Attachment 2). The
site includes an existing 1,980 square foot building on a 0.4 acre property.
The Conceptual Site Plan and Architecture were reviewed and found in conformance with the
applicable Design Principles and Standards. The Conceptual Design Review Board has recommended
approval of the requests to Town Council.
BACKGROUND OR DETAILED INFORMATION:
The property is zoned Commercial District (C-1) and Multi-Family Residential (R-6) (Attachment 3). The
proposed land use is consistent with the zoning and historic use on the property which was confirmed
through an Interpretation issued in conjunction with this case. The formal Interpretation simply
recognizes the legal non-conforming status of the commercial use of the R-6 zoned portion of the site.
Surrounding land uses include a storage facility to the north, town homes to the south/east and vacant
land to the west, across Oracle Road.
Proposed Conceptual Site Plan.
The Conceptual Site Plan (Attachment 4) depicts an existing 1,980 square foot building with a 1,450
square foot addition. The existing and proposed uses include retail, office and storage. The proposal
includes relocated parking, rainwater harvesting, a courtyard and additional landscaping.
The site is accessed from an existing single right-in, right-out driveway from Oracle Road. All parking has
been relocated west of the building and existing hardscape located south and east of the building will be
removed. Landscaping will be installed providing an additional buffer to the town homes.
A trash enclosure is proposed along Oracle Road. A condition has been included requiring the applicant
A trash enclosure is proposed along Oracle Road. A condition has been included requiring the applicant
to work with staff to locate an area which will provide safer on site traffic movements and increasing the
setback from Oracle Road.
The proposed landscape concept (Attachment 5) depicts the general landscape design including
rainwater harvesting basins within the landscaped areas. A courtyard area has been added along the
south side of the building and will include sidewalk, landscaping and public art. As information, public art
is not included and will be considered under a separate application.
As conditioned, the proposed Conceptual Site Plan complies with the applicable Design Principles
and Standards.
Proposed Conceptual Architecture.
The Conceptual Architecture incorporates traditional and contemporary Southwestern elements, shapes
and materials. Articulation to both the vertical and horizontal planes has been provided. The proposed
building is two stories (25 feet) and includes retail, office and storage uses. Attachment 6 includes the
conceptual elevations, color pallet, and perspective view of the buildings.
The proposed Conceptual Architectural also conforms to the applicable Design Principles and Standards.
Public Notification and Comment.
• Notification of residents within 600 feet
• Posting at Town Hall
• All registered HOAs
A neighborhood meeting was held on April 20th, 2014. Approximately 7 residents attended the meeting
and expressed support for the project. A copy of the neighborhood meeting summary notes are attached
(Attachment 7).
No further correspondence has been received to date.
Conceptual Design Review Board.
The Conceptual Design Review Board met on May 12, 2015 to discuss the project. Key points discussed
were the existing parking lot conditions, proposed architectural enhancements and the trash enclosure
location. The Conceptual Design Review Board Staff Report and Minutes are included for reference as
Attachments 8 and 9. The Board voted to recommend approval of the requests.
FISCAL IMPACT:
N/A
SUGGESTED MOTION:
Conceptual Site Plan.
I move to approve the Conceptual Site Plan for Cathey’s Sew and Vac, subject to the conditions in
Attachment 1, based on the findings that the Conceptual Site Plan is in conformance with the Design
Principles and applicable Design Standards.
OR
I move to deny the Conceptual Site Plan for Cathey’s Sew and Vac, finding that it is not in conformance
with the Design Principles and applicable Design Standards, specifically
__________________________________.
Conceptual Architecture.
Conceptual Architecture.
I move to approve the Conceptual Architecture for Cathey’s Sew and Vac, finding that the proposed
Conceptual Architecture is in conformance with the Design Principles and applicable Design Standards.
OR
I move to deny the Conceptual Architecture for the Cathey’s Sew and Vac, finding that it is not in
conformance with the Design Principles and applicable Design Standards, specifically
__________________________________.
Attachments
Conditions of Approval
Location Map
Zoning Map
Conceptual Site Plan
Conceptual Landscape Plan
Conceptual Architecture
Neighborhood Meeting Summary
CDRB Staff Report
Draft CDRB Minutes
Attachment 1
Conditions of Approval
Cathey’s Sew and Vac
OV1215-05
May 12, 2015, CDRB
Conceptual Site Plan / Conceptual Landscape Plan
Planning
1. The applicant shall relocate the trash enclosure as approved by the
Planning Zoning Administrator, to provide safer access on the site and
reduce the visibility along Oracle Road, prior to the Town Council hearing.
Engineering
1. An in-lieu fee be required for future construction of a 5’ sidewalk along the
Oracle Road frontage. An easement dedicated to the Town of Oro Valley
will also be required for construction of the sidewalk. The fee and easement
will need to be in place prior to issuance of a Certificate of Occupancy.
LOCATION MAP
CATHEY’S SEW AND VAC (OV1215-05)
Attachment 2
Project Location
ZONING MAP
CATHEY’S SEW AND VAC (OV1215-05)
Attachment 3
Project Location
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GENERAL NOTES1. THE GROSS AREA OF THE DEVELOPMENT SITE IS 0.41 ACRES.2. THE GROSS FLOOR AREA IS 3,446 SF.3. THE FLOOR AREA RATIO (FAR) REQUIRED FOR THE COMMERCIAL PORTIONIS 0.30 MAXIMUM. THE ACTUAL FAR PER THE APPROVED PAD IS 0.16.4. LOT COVERAGE PERCENTAGE IS 19.2%.5. THE GROSS AREA OF ALL IMPERVIOUS HARDSCAPE SURFACES IS 9,042 SF.6. TOTAL MILES OF NEW PUBLIC STREETS IS 0 MILES.7. TOTAL MILES OF NEW PRIVATE STREETS IS 0 MILES.8. THE EXISTING AND PROPOSED USES FOR THIS PROJECT ARE OFFICE,APPLIANCE REPAIR, AND GENERAL MERCHANDISING.9. ASSURANCES FOR SITE IMPROVEMENTS, LANDSCAPING ANDREVEGETATION BONDS MUST BE POSTED PRIOR TO ISSUANCE OFGRADING PERMITS.10. THE MAXIMUM ALLOWABLE BUILDING HEIGHT IS 25' (2 STORIES). THEEXISTING BUILDING HEIGHT IS 16' (1-STORY) (APPROX.) AND THEPROPOSED BUILDING HEIGHT IS 25' MAX (2-STORY).11. TOTAL AREA OF OPEN SPACE REQUIRED = 20% OF THE GROSS AREA OFTHE SITE. TOTAL AREA OF OPEN SPACE PROVIDED = 26.4%.12. LANDSCAPED BUFFER-YARDS REQUIRED PER:STREET = B (30' MIN.) REQUIREDNORTHEAST = N/ASOUTHEAST = B REQUIREDSOUTHWEST = B REQUIRED13. REQUIRED BUILDING SETBACKS:FRONT-20' REQUIRED, 94.3' (MIN.) PROVIDEDSIDE (S.W. ONLY)-25' REQUIRED, 28.2' (MIN.) PROVIDEDREAR-25' REQUIRED, 29.9' (MIN.) PROVIDED14. EXISTING ZONING IS C-1 (COMMERCIAL DISTRICT)AND R-6 (MULTI-FAMILY RESIDENTIAL).15. ALL PUBLIC ART REQUIREMENTS MUST BE MET PRIOR TO FINALCERTIFICATE OF OCCUPANCY ISSUANCE, PER ORO VALLEY ZONING CODEREVISED SECTION 27.3.16. ALL SIGNAGE AND LIGHTING TO BE ADDRESSED AS PART OF A SEPARATEREVIEW AND APPROVAL PROCESS.17. THE DESIGN VEHICLE IS SU-30.18. ALL NEW PUBLIC ROADS WITHIN AND ADJACENT TO THIS PROJECT WILLBE CONSTRUCTED IN ACCORDANCE WITH APPROVED PLANS. SEPARATEPUBLIC IMPROVEMENT AND CONSTRUCTION PLANS WILL BE SUBMITTEDTO THE TOWN ENGINEER'S OFFICE FOR REVIEW AND APPROVAL.19. ANY RELOCATION OR MODIFICATION OF EXISTING UTILITIES AND/ORPUBLIC IMPROVEMENTS NECESSITATED BY THE PROPOSEDDEVELOPMENT WILL BE AT NO EXPENSE TO THE PUBLIC.20. THIS DEVELOPMENT MUST COMPLY WITH THE ORO VALLEY WATERUTILITY SPECIFICATIONS MANUAL DURING ALL PHASES OFCONSTRUCTION.21. THIS PROJECT WILL BE SERVED BY ORO VALLEY WATER UTILITY WHICHHAS BEEN DESIGNATED AS HAVING AN ASSURED 100 YEAR WATERSUPPLY BY THE DIRECTOR OF WATER RESOURCES. ANY AND ALL WELLS MUST BE ABANDONED PER ADWR REGULATIONS.22. A LINE EXTENSION AGREEMENT MUST BE IN PLACE PRIOR TO ANY WORKON THE WATER INFRASTRUCTURE BEFORE THIS PROJECT BEGINS.23. ALL METERS SHALL HAVE A BACKFLOW PROTECTION DEVICE INSTALLEDON THE CUSTOMER SIDE OF THE METER.24. ALL FIRE SERVICES SHALL HAVE A BACKFLOW PROTECTION DEVICEINSTALLED ON THEM.25. SHOULD AN EASEMENT BE IN CONFLICT WITH ANY PROPOSED BUILDINGLOCATION, VACATION OF THE EASEMENT IS TO OCCUR PRIOR TOISSUANCE OF BUILDING PERMITS.26. THE RESIDENTIALLY ZONED PORTION OF THE PROPERTY IS LIMITED TOOFFICE USE PER THE PROPERTY'S R-6 ZONING DESIGNATION.27. COMMERCIAL DEVELOPMENTS SHALL PROVIDE A 5' SIDEWALK ALONGTHE ENTIRE LENGTH OF THE STREET FRONTAGE (E.G. ORACLE ROAD).ALTERNATIVELY, THE PROJECT MAY PROVIDE AN IN LIEU FEE FOR THECONSTRUCTION OF A SIDEWALK AT A LATER DATE. THE FEE WILL BEPOSTED PRIOR TO ISSUANCE OF THE GRADING PERMIT. AN ESTIMATEDCOST OF CONSTRUCTION IS REQUIRED TO BE SUBMITTED FOR TOWNREVIEW AND APPROVAL TO ESTABLISH THE AMOUNT.GENERAL NOTES (cont'd)26. FIRE HYDRANTS CONNECTED TO A
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1500 GPM FOR FIRE PROTECTION
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TEMPORARY CONSTRUCTION OFF
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COMBUSTIBLE MATERIAL.27. APPROVED FIRE APPARATUS ACCES
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28. APPROVED AUTOMATIC SPRINKLER
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29. TEMPORARY STREET SIGNS MUST B
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30. THE INSTALLATION OF TRAFFIC CO
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WITH THE FIRE DEPARTMENT'S EX
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31. THE FOLLOWING CODES AND STAN
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THIS DEVELOPMENT:A. 2006 INTERNATIONAL CODES
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B. 2005 NATIONAL ELECTRICAL C
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.
C. 2010 AMERICAN DISABILITIES
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D. 2006 GOLDER RANCH FIRE DIS
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.
E. 2008 TOWN OF ORO VALLEY P
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.
F. 2003 PC/COT STANDARD SPEC
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IMPROVEMENTS.G. 2010 TOWN OF ORO VALLEY
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H. 2004 TOWN OF ORO VALLEY S
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AND POLICIES MANUAL.I. TOWN OF ORO VALLEY ZONIN
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.
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.
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32. THE BASIS OF BEARINGS FOR THIS
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GENERAL NOTES 1. THE GROSS AREA OF THE DEVELOPMENT SITE IS OAl ACRES. 2. THE GROSS FLOOR AREA IS 3.446 SF. 3. 4. lOT COVERAGE PERCENTAGE IS 19,2K. S. THE GROSS AREA OF ALL IMPERVIOUS HARDSCAPE SURFACES IS 9,042 SF. 6. TOTAL MILES OF NEW PUBUCSTREETS IS 0 MILES. 7. TOTAL MILES OF NEW PRIVATE STREETS ISO MILES. 8. THE EXISnNG AND PROPOSED USES FOR THIS PROJECT ARE OFFICE.. APPUANCE REPAIR, AND GENERAl MERCHANDISING. •• 10. THE MAXIMUM ALlOWABLE BUILDING HEIGHT IS 2S' OR 2 STORIES. THE EXISTING BUILDING HEIGHT IS 16' (1-ST0RY) (APPROX.) AND THE PROPOSED BUILDING HEIGHT IS 2S' MAX (2-STORY). 11. 12. PER: 13. !M.3' (MIN.) PROVIDED 2l:=i~i~:::ig: 28.2' (MIN.) PROVIDED 2! 29.9' (MIN.) PROVIDED 14. 15. REVISED SEcnON 27.3. 16. ALLSIGNAGE AND LIGHTING TO BE ADDRESSED AS PART OF A SEPARATE REVIEW AND APPROVAL PROCESS. 17. THE DESIGN VEHIa.E IS SU-30. 18. ALL NEW PUBLIC ROADS WITHIN AND ADJACENT TO THIS PROJECT WILL BE CONSTRUCTED IN ACCORDANCE WITH APPROVED PLANS. SEPARATE PUBUC IMPROVEMENT AND CONSTRUCTION PLANS WILL BE SUBMITTED GENERAL NOTES (eont'dj 26. FIRE HYDRANTS CONNECTED TO AN APPROV
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SHERWIN WILLIAMS
SW6165
CONNECTED GREY
~-NEW EIFSI STUCCO
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,----NEW EIFSI STUCCO FINISH
ON NEW FRAME WALL --~
NEW EIFS I STUCCO WAINSCOT '------SHERWIN WILLIAMS
SW7025 BACKDROP
SHERWIN WILLIAMS
SW7025 BACKDROP
____ --NEW EIFS I STUCCO PARAPET CAP
~--NEW EIFSI STUCCO FINISH ON
NEW FRAME WALL (EXISTING
SINGLE STORY WALL BELOW)
-.-----NEW EIFSI STUCCO POP
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SW61 08 LADE
SHERWIN WILLIAMS
SW6165
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NEW DARK BRC)r\
ANODIZED ALUMIN
WINDOW CAI~OF'Y
NOTE:
ALL ROOFTOP MECHANICAL EQUIPMENT
SHALL BE SCREENED FROM PUBLIC VIEW
No .
PRELIMINARY
NOT FOR
CONSTRUCTION
Revisions
Description
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Proj. No.
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Drg. Sca l e
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CD ~,~~! ELEVATION
NEW EIFSI STUCCO FINISH
ON NEW FRAME WALL ---,
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ANODIZED ALUMINUM
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SW6095 TOASTY
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NEW EIFSI STUCCO
NEW EIFSI STUCCO FINISH ON NEW FRAME
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SW61 08 LATTE
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SW7025 BACKDROP
SHERWIN WILLIAMS
SW6165
CONNECTED GREY
EXISTING
SITE WALL --'
NOTE :
ALL ROOFTOP MECHANICAL EQUIPMENT
SHALL BE SCREENED FROM PUBLIC VIEW
No .
PRELIMINARY
NOT FOR
CONSTRUCTION
Rev i sio n s
Description
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Proj . N o.
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Drg. Sca l e
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Sh ee t
A3.0
a BY'S
SEWING & VACUUM
8700 N. ORACLE RD.
ORO VALLEY, AZ
CONCEPT ELEVATION/ VIEW
FROM ORACLE SEAVER~RANKS "RCHIT ~S INC "1 ,,,
2552 N. A! ... cmon Way I T"cson, AZ 85712/520 795·4(((1
SEPT. 4. 2014
a BY'S
SEWING & VACUUM
8700 N. ORACLE RD.
ORO VALLEY, AZ
CONCEPT ELEVATION/ VIEW
FROM ORACLE SEAVER~RANKS "RCHIT ~S INC "1 ,,,
2552 N. A! ... cmon Way I T"cson, AZ 85712/520 795·4(((1
SEPT. 4. 2014
A BUILDING EXPANSION
FOR
Cathey's
SEWING & VACUUM
8700 N. ORACLE
ALUMINUM CANOPY &
STOREFRONT
DARK BRONZE ANODIZED
(ALL GLAZING TO BE SOLAR BRONZE)
SEAVER~RANKS
AR C HIT "[I S I NC AlA
SEPTEMBER 15,2014
Neighborhood Meeting Summary
Cathey’s Sew and Vac Expansion
April 20, 2015
6:00 – 7:30
1. Introduction and Welcome
A neighborhood meeting was held in the Hopi Conference room with approximately 10 residents
in attendance. Councilmember Hornat and Vice Mayor Waters attended the meeting.
2. Staff Presentation
Rosevelt Arellano, Project Manager, provided a presentation that included:
Conceptual Design Review Process – Site plan, architecture and public art
o Conceptual Design Review Board meeting (recommendation)
o Town Council meeting (decision)
Review tools for Conceptual Design applications
3. Applicant Presentation
A representative from Cathey’s Sew and Vac provided a presentation that included:
Site plan design
o Building orientation
o Access and entryways
o Parking areas
Architecture design
Company information
4. Meeting Discussion
The following questions and comments were provided at the meeting.
Will the proposed building have additional signs?
o The applicant stated no additional signs are proposed.
How bright are the proposed walls signs?
o The applicant stated that this information is not known as this time.
All of the residents expressed support of the proposed development.
5. Next Steps
The next steps include:
Staff review
Conceptual Design Review Board Public Hearing
Town Council Public Hearing
Meeting dates will be posted on the Town website (www.orovalleyaz.gov) and notices will be
mailed to residents within the notification area.
For more information, please contact Robert Kirschmann, Planner, at
(520) 229-4836 or rkirschmann@orovalleyaz.gov. Attachment 7
&o'~'-"~.... Conceptual Site Plan and Conceptual Architecture U Conceptual Design Review Board Staff Report
"'~1 .
CASE NUMBER:
MEETING DATE:
AGENDA ITEM:
STAFF CONTACT:
Applicant:
Request:
Location:
Recommendation :
SUMMARY:
OV1215 -05 Cathey's Sew and Vac
May 12, 2015
2
Robert Kirschmann, Planner
rk irschmann@orova ll eyaz.gov (520) 229-4836
Kevin Hall , PE , Cypress Civil Development
Conceptual Site Plan and Conceptual Architecture for a
1,452 square foot addition to the existing 1,984 square
foot for Cathey's Sew and Vac
8700 N . Oracle Road
Approve requested Conceptual Site Plan and Conceptual
Architecture subject to the condition in Attachment 1
This project includes the expansion of the existing Cathey's Sew and Vac building on a
0.41 acre property located at 8700 N. Oracle Road (see Attachment 2). The CDRB
review is focused on the fundamental elements of the Conceptual Site Plan and
Conceptual Architecture , including : site layout; drainage/grading ; connectivity ; building
design ; and landscape concept. The information must be sufficient to demonstrate that
the design concept is achievable and to ensure community fit.
The proposed Conceptual Site Plan (see Attachment 3) and Conceptual Architecture
Plan (see Attachment 4) conform to the Town 's Design Principles. Other elements of
the submittal are provided in Attachments 5 through 8 .
BACKGROUND:
This report contains staff analysis , proposed conditions of approval and suggested
motions for the Conceptual Site Plan and Conceptual Architecture . The Conceptual
Design Principles are utilized as primary guidance for CDRB evaluation of the
application .
Land Use Context
The property is developed with a 1,984 square foot retail building , landscaping and
parking . Surrounding uses include :
OV1215-05 Cathey's Sew and Vac Page 2 of 6
Conceptual Design Review Board Staff Report
Direction Land Use(s)
North Storage facility
East Town home development/storage facility
South Town home development
West Vacant Land, across Oracle Road
A Zoning Map for the area is provided as Attachment 9. The property is zoned
Commercial District (C-1) and Multi-Family Residential (R-6). The proposed land use is
consistent with the zoning on the property and was confirmed through an Interpretation
issued in conjunction with this case.
Proposed Conceptual Site Plan
The Conceptual Site Plan depicts a single 3,446 square foot building with retail, office
and storage uses.
The site is accessed from an existing single right-in , right-out driveway from Oracle
Road . Parking areas are located to the west of the building, further from the surrounding
residential uses then currently exists. Existing hardscape located south and east of the
building will be removed and landscaping installed.
A trash enclosure is proposed along Oracle Road . A condition has been included
requiring the applicant to work with staff to locate an area which will provide safer on site
traffic movements and better screening from Oracle Road.
Proposed Conceptual Landscape Plan
The proposed landscape concept depicts the general landscape design including
rainwater harvesting basins within the landscaped areas. A courtyard area has been
added along the south side of the building and will include sidewalk, landscaping and
public art . As information , public art is not a part of these requests and will be forwarded
to the Board under separate application.
Proposed Conceptual Architecture
The proposed building is two stories (25 feet) and includes retail, office and storage
uses. The building incorporates traditional and contemporary Southwestern elements ,
shapes and materials. Articulation to both the vertical and horizontal planes has been
provided . The architecture conforms to Town requirements.
DISCUSSION I ANALYSIS:
Parking
The proposed parking conforms to Zoning Code requirements. The parking calculation is
based on "General Retail , General Office and Service area " parking standards .
Conceptual Site Design Principles, Section 22.9.D .5.a
The Conceptual Site Plan is, with the condition in Attachment 1, in conformance with
applicable Conceptual Site Design Principles. Following are applicable Design Principles
(in italics), followed by staff evaluation of how the design addresses the principles :
OV1215-05 Cathey's Sew and Vac Page 3 of 6
Conceptual Design Review Board Staff Report
Staff Commentary: The entrance to the building will be changed to face Oracle Road ,
providing better street visibility and reducing the impact to the surrounding residents.
Drainage/grading: site grading shall minimize impacts on natural grade and landforms
and provide for subtle transitions of architectural elements to grade. Significant cuts and
fills in relation to natural grade shall be avoided or minimized to the extent practical given
property constraints.
Staff Commentary : No significant changes to grade are required to support the addition.
This project will decrease runoff due to the removal of non-permeable surfaces
associated with the parking area and the installation of rainwater harvesting basins.
Connectivity: strengthen the usability and connectivity of the pedestrian environment
internally and externally by enhancing access to the public street system, transit,
adjoining development and pedestrian and bicycle transportation routes . Buildings and
uses should provide access to adjacent open space and recreational areas where
appropriate .
Staff Commentary: A sidewalk will be provided along the southern property boundary
from the Oracle Road right-of-way to the building entrance. Bicycle parking will be
provided consistent with Town requirements. A condition is included requiring an in lieu
fee for the future construction of a sidewalk along Oracle Road.
Conceptual Architectural Design Principles, Section 22.9.D .5.b
The Conceptual Architecture (see Attachments 4) is in conformance with applicable
Architectural Design Principles . Following are the Design Principles (in italics) followed
by staff evaluation of how the architecture conforms and responds to the principles:
Design: building architectural design shall be appropriate for the climate and
characteristics of the Sonoran Desert, including indigenous and traditional textures,
colors, and shapes found in and around Oro Valley. All development shall maintain and
strengthen the high quality of design exemplified in Oro Valley through project creativity
and design excellence.
The architectural design is appropriate for the area, is complimentary to existing
development in the vicinity and complies with Town requirements.
Scale, height and mass: building scale , height and mass shall be consistent with the
town-approved intensity of the site, designated scenic corridors, and valued mountain
views. Buildings shall be designed to respect the scale of adjoining areas and should
mitigate the negative and functional impacts that arise from scale , bulk and mass.
The building scale, height and mass is appropriate and complimentary to surrounding
development.
Faqade articulation: all building facades shall be fully articulated, including variation in
building massing, roof planes, wall planes, and surface articulation. Architectural
elements including, but not limited to; overhangs, trellises, projections, awnings, insets ,
OV1215-05 Cathey's Sew and Vac Page 4 of6
Conceptual Design Review Board Staff Report
material, and texture shall be used to create visual interest that contribute to a building's
character.
All elevations of the building fa<;:ade are well articulated through the use of varying roof
and wall planes.
Screening: building design and screening strategies shall be implemented to conceal the
view of loading areas, refuse enclosures, mechanical equipment, appurtenances, and
utilities from adjacent public streets and neighborhoods.
No mechanical equipment, refuse enclosures , appurtenances, or utilities will be visible
from nearby residences or streets. Full compliance with this standard will be confirmed at
the final design phase.
ENGINEERING COMMENTS
Drainage
Existing storm water runoff flows through the site in a westerly direction to existing
drainage facilities in Oracle Road. The e xisting site is completely covered with asphalt
parking areas, building and hardscape . The proposed impro vements remove impervious
paved areas and replace asphalt paving with landscape and rain w ater harvesting basins
while maintaining existing drainage patterns . The removal of impervious area slightly
reduces the amount of storm water run-off leaving the site in the post-developed
condition .
Grading
A Type 2 Grading Permit is required to construct the utilities , parking , and drainage
improvements on the project site . The grading represented within the Conceptual Site
Plan conforms to the requirements of the Town's Zoning Code (Section 27.9) as well as
the Town's Subdivision Street Standards .
Traffic:
The improvements do not propose any modifications to the existing driveway. Oracle
Road is under the j urisdiction of the Arizona Department of Transportation (ADOT). The
business is already established and even with the proposed improvements generates a
very low volume of traffic. Therefore, this project will not have a noticeable impact on the
surrounding roadway network.
PUBLIC PARTICIPATION:
Summary of Public Notice
Notice to the public was provided consistent w ith Town-adopted noticing procedures,
which includes the following:
• Notification of residents within 600 fe et
• Posting at Town Hall
• All registered HOAs
OV1215-05 Cathey's Sew and Vac
Conceptual Design Review Board Staff Report
Neighborhood Meeting
A neighborhood meeting was held on April 20 th , 2014.
attended the meeting and expressed support for the project.
meeting summary notes are attached (see Attachment 10).
No correspondence has been received to date.
RECOMMENDATION:
Conceptual Site Plan
Page 5 of 6
Approximately 7 residents
A copy of the neighborhood
Based on a finding that the Conceptual Site Plan is in conformance with the Oro Valley
Design Principles and applicable Design Standards, it is recommended that the
Conceptual Design Review Board take the following action:
Recommend approval to the Town Council of the requested Conceptual Site Plan
under case OV1215-05, subject to the condition in Attachment 1.
Conceptual Architecture
Based on a finding that the Conceptual Architecture is in conformance with the Oro
Valley Design Principles and applicable Design Standards , it is recommended that the
Conceptual Design Re view Board take the following action:
Recommend approval to the Town Council of the requested Conceptual
Architecture under case OV1215-05.
SUGGESTED MOTIONS:
Conceptual Site Plan
I move to recommend approval of the Conceptual Site Plan subject to the condition in
Attachment 1, finding that the proposed Conceptual Site Plan for the Cathey's Sew and
Vac is in conformance with the Oro Valley Design Principles and applicable Design
Standards.
OR
move to recommend denial of the Conceptual Site Plan for Cathey's Sew and Vac
finding that it is not in conformance with the Oro Valley Design Principles and applicable
Design Standards , specifically _______________ _
Conceptual Architecture
I mo ve to recommend appro val of the Conceptual Architecture, finding that the proposed
Conceptual Architecture for Cathey's Se w and Vac is in conformance with the Oro Valley
Design Principles and applicable Design Standards.
OR
OV1215·05 Cathey's Sew and Vac Page 6 of 6
Conceptual Design Review Board Staff Report
I mo ve to recommend denial of the Conceptual Architecture for the Cathey's Sew and
Vac that it is not in conformance with the Oro Valley Design Principles and applicable
Design Standards , specifically _______________ _
ATTACHMENTS:
1. Condition of Approval
2. Location Map
3. Conceptual Site Plan
4. Conceptual Architecture
5. Conceptual Landscape Plan
6. Proposed Colors
7 . Entry View
8. Oracle Road Perspective
9 . Zoning Map
10 . 4/20 /15 Neighborhood Meeting Summary Notes
May 12, 2015 Conceptual Design Review Board Page 1 of 5
MINUTES
ORO VALLEY CONCEPTUAL DESIGN REVIEW BOARD
REGULAR SESSION/STUDY SESSION
MAY 12, 2015
HOPI ROOM
11000 N. LA CANADA DRIVE
REGULAR SESSION AT OR AFTER 6:00 PM
CALL TO ORDER
Chairman Eggerding called the Regular Session of the Conceptual Design Review
Board at 6:00 PM.
ROLL CALL
PRESENT:Richard Eggerding, Chairman
Bruce Wyckoff, Vice Chairman
Jacob Herrington, Member
Sarah Chen, Member
Nathan Basken, Member
Harold Linton, Member
Kit Donley, Member
ABSENT:None.
ALSO PRESENT:
Joe Hornat, Council Member
Lou Waters, Vice-Mayor
Joe Andrews - Chief Civil Deputy Attorney
PLEDGE OF ALLEGIANCE
Chairman Eggerding led the Conceptual Design Review Board members and audience
in the Pledge of Allegiance.
CALL TO AUDIENCE
There were no speaker request.
COUNCIL LIAISON COMMENTS
May 12, 2015 Conceptual Design Review Board Page 2 of 5
Lou Water, Vice-Mayor had no comments.
1.REVIEW AND/OR APPROVAL OF THE MARCH 10, 2015 REGULAR SESSION
MEETING MINUTES
MOTION:A motion was made by Bruce Wyckoff, Vice Chairman and seconded by
Jacob Herrington, Member to approve the March 10, 2015 regular session meeting
minutes.
MOTION carried, 7-0.
2.CONCEPTUAL SITE PLAN AND CONCEPTUAL ARCHITECTURE FOR A
PROPOSED EXPANSION OF THE CATHEY’S SEW AND VAC BUSINESS,
LOCATED NEAR THE SOUTHEAST CORNER OF ORACLE AND HARDY
ROADS, OV1215-05
Robert Kirschmann, Planner, presented the following:
- Proposal
- Location
- Existing/Proposed Site Plan
- Neighborhood Meeting/Public Input
Kevin Hall with Cypress Civil Development, representing the applicant, presented the
following:
- Existing Views
- Proposed Entry View
- Site Plan
MOTION:A motion was made by Sarah Chen, Member and seconded by Nathan
Basken, Member to recommend approval of the Conceptual Site Plan subject to the
condition in Attachment 1, finding that the proposed Conceptual Site Plan for the
Cathey's Sew and Vac is in conformance with the Oro Valley Design Principles and
applicable Design Standards.
MOTION carried, 7-0.
MOTION:A motion was made by Nathan Basken, Member and seconded by Jacob
Herrington, Member to recommend approval of the Conceptual Architecture, finding that
the proposed Conceptual Architecture for Cathey's Sew and Vac is in conformance with
the Oro Valley Design Principles and applicable Design Standards.
MOTION carried, 7-0.
May 12, 2015 Conceptual Design Review Board Page 3 of 5
Joe Andrews - Chief Civil Deputy Attorney left the meeting, due to a conflict with item 3.
3.CONCEPTUAL ARCHITECTURE FOR A POOL BUILDING IN THE MARACAY
AT VISTOSO SUBDIVISION, LOCATED AT THE NORTHERN TERMINUS OF
LA CAÑADA DRIVE IN RANCHO VISTOSO, OV1315-06
Rosevelt Arellano, Senior Planner, presented the following:
- Purpose
- Location Map
- Site Plan
- Surrounding Homes
- Front Elevation (South)
- Old/New Submittal
- Rear Elevation (North)
- Side Elevation (East and West)
- Summary and Recommendation
Cindy Paddock, with Maracay Homes, gave a brief update on the Maracay project.
David Garcia, with the Architectural Design Group, Inc, representing the applicant,
presented the following:
- Location Map
- Recreational Area Plan
- Area Plan
- Site Plan
- Floor Plan
- Elevations: North & South
- Color Board - Materials
- Perspective Views from South
- Perspective Views from North
Cindy Paddock, with Maracay Homes, gave a brief explanation of the redesign
elements of equipment yard.
MOTION:A motion was made by Sarah Chen, Member and seconded by Harold Linton,
Member to approve the Conceptual Architecture for the proposed Maracay at Vistoso
pool building based on the findings that the request complies with the provisions in the
Zoning Code, subject to the conditions in Attachment 4. Including adding in more of a
design features from the current submittal of pool yard to include the wrought iron
lanterns and cornicing.
Jacob Herrington, Member offered a friendly amendment to add a sign with mechanical
area to the building.
May 12, 2015 Conceptual Design Review Board Page 4 of 5
Sarah Chen, Member denied the friendly amendment.
MOTION carried, 5-2 with Bruce Wyckoff, Vice Chairman, and Nathan Basken, Member
opposed.
4.YOUR VOICE, OUR FUTURE CONCEPTUAL DESIGN REVIEW BOARD
LIAISON UPDATE
Kit Donley, Member gave a brief update on the Your Voice, Our Future meetings.
ADJOURMENT
MOTION:A motion was made by Bruce Wyckoff, Vice Chairman and seconded by
Jacob Herrington, Member to adjourn the May 12, 2015, Conceptual Design Review
Board meeting at 6:57 PM.
MOTION carried, 7-0.
STUDY SESSION AT OR AFTER 6:30 PM
Chairman Eggerding called the Study Session of the Conceptual Design Review Board
meeting to order at 6:58 PM.
1.DISCUSSION OF ESL AND MODIFIED REVIEW PROCESS
Michael Spaeth, Senior Planner, presented the following:
- General Plan Policies
- Environmentally Sensitive Lands/Conservation Subdivisions (Cluster)
- Incentives - Flexible Design Options
- Modified Review Process
Discussion ensued amongst the Board Members in reference to the modified review
process.
Joe Hornat, Council Member, encouraged the Board Members to attend
the neighborhood meeting and hear the issues first hand.
PLANNING UPDATE (INFORMATIONAL ONLY)
Michael Spaeth, Senior Planner, presented the following Planning update:
- Planning items on the May 20th Town Council agenda
- Planning items on the June 3rd Town Council agenda
- Upcoming Conceptual Design Review Board agenda item for June 9th
May 12, 2015 Conceptual Design Review Board Page 5 of 5
- Community Academy
- Upcoming Neighborhood Meetings
ADJOURNMENT
MOTION:A motion was made by Bruce Wyckoff, Vice Chairman and seconded by Kit
Donley, Member to adjourn the May 12, 2015 Conceptual Design Review Board Study
Session at 7:44 PM.
MOTION carried, 7-0.