HomeMy WebLinkAboutPackets - Council Packets (1479) * AMENDED 5/30/00 4:30 p.m.
AGENDA
ORO VALLEY TOWN COUNCIL
SPECIAL SESSION AND JOINT STUDY SESSION WITH
THE ORO VALLEY WATER UTILITY COMMISSION
MAY 31, 2000
ORO VALLEY TOWN COUNCIL CHAMBERS
11,000 N. LA CANADA DRIVE
SPECIAL SESSION
CALL TO ORDER — AT OR AFTER 6:30 P.M.
ROLL CALL
SWEARING-IN CEREMONY OF COUNCIL MEMBER DICK JOHNSON
1. RESOLUTION NO. (R)00-49 DISCUSSION, CONSIDERATION AND
POSSIBLE CONSENT TO THE NEW ATTEMPT TO INCORPORATE
THE VILLAGE OF CASAS ADOBES (Prospective only)
ADJOURN SPECIAL SESSION
STUDY SESSION
CALL TO ORDER — AT OR AFTER 6:30 P.M.
ROLL CALL
1. REVIEW OF ANNUAL WATER REPORT
2. BUDGET REVIEW:
A. Review of Follow-up issues from 5/24/00 Budget Review Session
7:00 p.m. Water Utility Pages 444-480
7:45 p.m. Water Connection Fees Pages 481-489
8:10 p.m. Alternative Water Pages 490-494
8:20 p.m. Water Company Acquisition Pages 495-497
8:30p.m. General Administration Pages 146-161
8:40 p.m. *Library Construction Pages 401-404
8:55 p.m. *Dennis Weaver Pool Renovation Pages 382-385
9:05 p.m. *Linda Vista Land Acquisition N/A
9:15 p.m. Municipal Debt Service Pages 424-435
9:20 p.m. Oracle Road Improvement District
Debt Service Fund Pages 436-440
9:25 p.m. Information Systems Pages 89-123
ADJOURNMENT
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 Oro Valley Town Clerk at 229-4700.
POSTED: 05/26/00 REPOSTED: 5/30/00
4:30 p.m. 4:35 p.m.
LH RG
AGENDA
ORO VALLEY TOWN COUNCIL
SPECIAL SESSION AND JOINT STUDY SESSION WITH
THE ORO VALLEY WATER UTILITY COMMISSION
MAY 31, 2000
ORO VALLEY TOWN COUNCIL CHAMBERS
11,000 N. LA CANADA DRIVE
SPECIAL SESSION
CALL TO ORDER — AT OR AFTER 6:30 P.M.
ROLL CALL
SWEARING-IN CEREMONY OF COUNCIL MEMBER DICK JOHNSON
1. RESOLUTION NO. (R)00-49 DISCUSSION, CONSIDERATION AND
POSSIBLE CONSENT TO THE NEW ATTEMPT TO INCORPORATE
THE VILLAGE OF CASAS ADOBES (Prospective only)
ADJOURN SPECIAL SESSION
STUDY SESSION
CALL TO ORDER — AT OR AFTER 6:30 P.M.
ROLL CALL
1. REVIEW OF ANNUAL WATER REPORT
2. BUDGET REVIEW:
A. Review of Follow-up issues from 5/24/00 Budget Review Session
7:00 p.m. Water Utility Pages 444-480
7:45 p.m. Water Connection Fees Pages 481-489
8:10 p.m. Alternative Water Pages 490-494
8:20 p.m. Water Company Acquisition Pages 495-497
8:30 p.m. General Administration Pages 146-161
8:40 p.m. Municipal Debt Service Pages 424-435
8:45 p.m. Oracle Road Improvement District
Debt Service Fund Pages 436-440
8:50 p.m. Information Systems Pages 89-123
ADJOURNMENT
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 Oro Valley Town Clerk at 229-4700.
POSTED: 05/26/00
4:30 p.m.
LH
REGULAR AGENDA 1
TOWN OF ORO VALLEY Page 1 of 3
COUNCIL COMMUNICATION MEETING DATE: 05/31/2000
TO: HONORABLE MAYOR AND COUNCIL
FROM: Dan L. Dudley, Town Attorney
SUBJECT: CONSENT TO INCORPORATE VILLAGE OF CASAS ADOBES
RESOLUTION NO. (R)00-49
SUMMARY: In 1997, the Village of Casas Adobes attempted to incorporate their new town. Their purported
borders were within 6 miles of the Town of Oro Valley and they were required to receive prior consent by the
Town for incorporation pursuant to the Separation Statute. Casas Adobes did not request the Town's consent,
nor the consent of their neighboring cities and towns, and the attempt to incorporate Casas Adobes pursuant to
the 1997 law suspending the operation of the so called Separation Statute was therefore invalidated by the
Arizona Court of Appeals. Subsequently, however, the constitutionality of the Separation Statute was
questioned by Casas Adobes.
On March 31, 2000, Pima County Superior Court Judge Nanette Warner summarily ruled, by unsigned Minute
Entry, that the 1961 law which required permission from neighboring cities and town s was valid and
constitutional. Therefore, that area remains in unincorporated Pima County and is eligible to be included in a
new incorporation attempt.
The Town of Oro Valley has since received a request to consent to the incorporation of the Village of Casas
Adobes. The attached resolution provides that consent upon conditions intended to assure that the incorporation
is prospective only if the incorporation applies solely to the same boundaries set forth in the 1997 attempt to
incorporate. In addition, consent would be null and void in the event of any litigation or action is taken against
the Town of Oro Valley by any entity associated with the attempted incorporation of the Village of Casas
Adobes or if the incorporation is not approved by the Board of Supervisors by December 31, 2000. The Town
of Oro Valley would during the pendency of the incorporation attempt not seek to annex any area contained
in the prospective incorporation.
BACKGROUND: In 1961 Legislature adopted the Separation Statute which required the consent of
proximate Municipalities to incorporation of new cities and towns. On April 26, 1997 the Governor signed the
"Suspension Statute," which temporarily suspended the "Separation Statute" in Pima County only.
On July 21, 1997 the"Suspension Statute" became law. On the same day the City of Tucson filed a lawsuit
against the State of Arizona and Pima County, challenging the constitutionality of the "Suspension Statute."
In August 1997, Oro Valley prepared annexation maps for annexation of portions of Tortolita.
On August 27, 1997 Judge Alfred ruled that the Suspension Statute was constitutional and that the
constitutionality of the Separation Statute was not properly before the court. The City of Tucson filed a notice
of appeal.
Pima County adopted a resolution on September 2, 1997 declaring the Town of Tortolita to be incorporated and
called a November 4, 1997 incorporation election of the Village of Casas Adobes.
REGULAR AGENDA
TOWN OF ORO VALLEY Page 2 of 3
COUNCIL COMMUNICATION MEETING DATE: 05/31/2000
SUBJECT: CONSENT TO INCORPORATE THE VILLAGE OF CASAS ADOBES (cont'd)
On November 12, 1997 the Court of Appeals reversed Judge Alfred decision stating that the"Laws of 1997,
Chapter 204, Section 2 is an unconstitutional special and local law. No incorporation which has occurred
pursuant to the statute is valid. The Pima County Board of Supervisors was and is without authority to call
elections pursuant to its terms. Arizona Revised Statute Section 9-101.01 remains in full force and effect and is
enforceable by the City of Tucson. The case is remanded to the superior court for any further appropriate
action, consistent with this opinion, that may be required."
On November 18, 1997 Pima County canvassed the results of the November 4, 1997 election and adopted
Resolution 1997-247, declaring the Village of Casas Adobes to be incorporated.
On January 31, 2000 a hearing on the Summary Motion came before the court relating to claims of Casas
Adobes and Tortolita that the ]961 Separation Statute was unconstitutional and that Tortolita and Casas Adobes
were therefor validly incorporated.
On March 31, 2000 Judge Warner, by unsigned Minute Entry, determined that Tortolita's motion to dismiss the
City of Tucson's Special Action complaint was denied, that Casas Adobes' Motion to Dismiss and Judgment
on the Pleadings was denied, that the 1961 Separation Statute is constitutional, and that Casas Adobes and
Tortolita are not validly incorporated. After a series of reassignments, the matter comes back before Judge
Warner on June 5, 2000 at 2:30 p.m. for hearing regarding the formal judgment entry.
Request to Incorporate
The Casas Adobes Incorporation Committee has expressly requested that the Town of Oro Valley, its Mayor
and Council consent to a new attempt to incorporate the Village of Casas Adobes during the year 2000.
On April 18, 2000 Casas Adobes Incorporation Committee filed a Statement of Organization as a political
committee with Pima County Division of Elections. A map of those proposed boundaries of the Village of
Casas Adobes are the same boundaries as were approved by Pima County in the failed 1997 incorporation
attempt. The proposed resolution consenting to the incorporation applies only to an attempt to incorporate
under precisely those same proposed municipal boundaries. The consent will be null and void in the event any
municipal incorporation is attempted for any area other than that referred to. Any and all proceedings necessary
to the attempted incorporation are to be completed on or before December 31, 2000. The consent granted
therein expires on December 31, 2000. On or before the expiration of fifteen (15) calendar days from the
date of enactment of the resolution, the Pima County Superior Court shall have signed and entered judgment in
the Pima County Cause No. 320926 as to those Casas Adobes parties. No past or current Casas Adobes party
can appeal the judgment.
During the period from enactment of the resolution to and including December 31, 2000 no new litigation shall
be filed. In the event of noncompliance the resolution of consent will be null and void. The Town reserves all
its rights and remedies in the event of any noncompliance. The consent granted in the resolution is in no way
construed to be retroactive. Conditioned upon full and timely compliance with all conditions contained in the
REGULAR AGENDA
TOWN OF ORO VALLEY Page 3 of 3
COUNCIL COMMUNICATION MEETING DATE: 05/31/2000
SUBJECT: CONSENT TO INCORPORATE THE VILLAGE OF CASAS ADOBES (cont'd)
resolution during the period from the date of enactment of the resolution until December 31, 2000,the Town of
Oro Valley will not seek to annex any area which is contained in the area proposed for municipal incorporation
as the Village of Casas Adobes.
RECOMMENDATIONS: If the Council desires to agree to the incorporation of Casas Adobes, the Council
should adopt the suggested motion set out below.
SUGGESTED MOTION: I move to adopt the Resolution No.(R)00-49 granting permission to the Village
of Casas Adobes to incorporate.
ATTACHMENT: I. RPcolution (R)00-49
2. Exhibit "A"
Signature of Town Attorne
RESOLUTION NO (R) 00 -49
RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN OF ORO
VALLEY, ARIZONA RELATING TO MUNICIPAL INCORPORATION;
PURSUANT TO ARIZONA REVISED STATUTES § 9-101.01(B)(1),
CONSENTING, WITH CONDITIONS, TO AN ATTEMPT BY THE CASAS
ADOBES INCORPORATION COMMITTEE, A POLITICAL COMMITTEE
REGISTERED WITH THE PIMA COUNTY DIVISION OF ELECTIONS ON
APRIL 18, 2000 (ID# 025-2000), TO MUNICIPALLY INCORPORATE THE
"VILLAGE OF CASAS ADOBES" DURING THE YEAR 2000, IN
CONFORMITY WITH THE PROVISIONS OF A.RS. §§ 9-101 AND 9-101.01;
AND DECLARING AN EMERGENCY.
WHEREAS, the City of Tucson, Town of Oro Valley, Town of Marana, and the proponents of
the municipal incorporation of the "Village of Casas Adobes" all agree that the 1997 attempt to
incorporate the"Village of Casas Adobes" as a town failed, and thus the Casas Adobes area
remains in unincorporated Pima County, and is eligible to be included in a new incorporation
attempt; and
WHEREAS, the proponents of the "Village of Casas Adobes" and all past or current Casas
Adobes parties of the Pima County Cause No. 320926, are identified as the Committee to
Incorporate the Town of Tortolita; Cheryl L. Wiener, Ronald K. Wiener, Joan L. Eerkes and
David Eerkes; Casas Adobes Incorporation Committee, Scott Nelson, Jane Madden and Lowell
Lowe; and
WHEREAS, on April 18, 2000, the Casas Adobes Incorporation Committee (ID # 025-2000)
filed a Statement of Organization as a political committee with the Pima County Division of
Elections, listing Scott Nelson as Chairman and Judy Scrivener as Treasurer; and
WHEREAS, on April 28, 2000, the Casas Adobes Incorporation Committee filed an amended
Statement of Organization with the Pima County Division of Elections, listing Donald L.
Burtchin as Chairman and Bernie J.E. Wiegandt, CPA, PC as Treasurer; and
WHEREAS, on May 5, 2000, the Casas Adobes Incorporation Committee provided the Town
of Oro Valley with a map, as submitted and as approved by Pima County on November 18,
1997 by Resolution 1997-247, listing the proposed boundaries of the "Village of Casas
Adobes;" see Exhibit "A" attached hereto; and
Casas Adobes(10) Office of the Oro Valley Town Attorney
WHEREAS, the Casas Adobes Incorporation Committee has stated that boundaries set forth in
the map provided on May 5, 2000 are the same boundaries as approved by Pima County Board
of Supervisors for the November 1997 election attempting to incorporate the "Village of Casas
Adobes;" and
WHEREAS, all or part of the geographical limits of the proposed "Village of Casas Adobes,"
as set forth in the map provided by the Casas Adobes Incorporation Committee town on May 5,
2000, are within the Town of Oro Valley's six mile "urbanized area" as created by A.R.S.
§ 9 -101.01(A), and thus, pursuant to A.R.S. § 9-101.01(B)(1), the Town of Oro Valley's
consent is required for any municipal incorporation of the "Village of Casas Adobes;" and
WHEREAS, on May 5, 2000, the Casas Adobes Incorporation Committee, by means of a letter
on its letterhead and signed by Scott Nelson, has expressly requested the Town of Oro Valley's
consent to a new attempt to incorporate the "Village of Casas Adobes" during the year 2000;
and
WHEREAS, the Mayor and Council of the Town of Oro Valley desire to consent to a new
ncor
attempted incorporation of the "Village of Casas Adobes," by the Casas Adobes Incorporation
p p
Committee during the year 2000, undertaken in compliance with A.R.S. §§ 9-101 and
9-101.01, and conditioned always on compliance with certain restrictions and conditions.
NOW, THEREFORE, BE IT RESOLVED by the Mayor and Council of the Town of Oro
Valley, Arizona, as follows:
SECTION 1. The Mayor and Council of the Town of Oro Valley hereby consent to an attempt
by the Casas Adobes Incorporation Committee to incorporate the "Village of Casas Adobes,"
with proposed boundaries as set forth in the map provided to the Town on May 5, 2000,
pursuant to the A.R.S. § 9-101 and 9-101.01 under the following express conditions:
A. Any proposed incorporation map filed by the Casas Adobes Incorporation Committee
with the Pima County Division of Elections pursuant to A.R.S. § 9-101(C) shall set
forth precisely the same proposed municipal boundaries as are set forth in the map
given to the City of Tucson, Town of Marana, and Town of Oro Valley on May 5, 2000,
which map shall be identical to the 1997 incorporation maps, approved by Pima County
Board of Supervisors on November 18, 1997, by Resolution 1997-247 (Exhibit "A").
B. The consent granted by this resolution shall apply only to an attempt to incorporate the
"Village of Casas Adobes" under precisely the same boundaries set forth in the map
provided to the Town on May 5, 2000, and the 1997 map approved by the Pima County
Board of Supervisors in Resolution 1997-247 (Exhibit "A"). In the event that any mu-
nicipal incorporation is attempted for any area other than that reflected in those
documents, this resolution, and the permission granted hereby, shall, immediately and
without the necessity of any further action by the Mayor and Council, be null, void and
without effect.
Casas Adobes(10) Office of the Oro Valley Town Attorney
C. The consent granted by this resolution applies solely to a new attempt at incorporation
undertaken by the Casas Adobes Incorporation Committee (ID# 025-2000)to take place
during the year 2000. The filing of blank petitions, collection of signatures, and filing
of signed petitions shall all take place solely during the year 2000. Any municipal
incorporation election undertaken in connection with this attempt shall be held in
September or November 2000, as required under A.R.S. § 16-204.
D. Any and all proceedings necessary to the attempted incorporation of the "Village of
Casas Adobes," specifically including any incorporation election, canvass and, if
successful, Board of Supervisors declaration of incorporation, shall be completed on or
before December 31, 2000. This resolution, and the consent granted herein, shall expire
on December 31, 2000, without the necessity of any further action by the Mayor and
Council. If the Pima County Board of Supervisors has not acquired jurisdiction and
approved the municipal incorporation of the "Village of Casas Adobes" by that date,
this permission shall be null, void, and of no further force and effect.
E. On or before the expiration of fifteen (15) calendar days from the date of enactment of
this resolution, and with the cooperation and concurrence of all past or current Casas
Adobes parties, the Pima County Superior Court shall have signed and entered
judgment in Pima County Cause No. 320926, as to those Casas Adobes parties, in the
form previously lodged with the Pima County Superior Court by Counterdefendants
City of Tucson, State of Arizona, and Town of Oro Valley on May 1, 2000.
F. No past or current Casas Adobes party shall appeal the judgment entered as to the Casas
Adobes parties in Pima County Cause No. 320926, nor shall any past or current Casas
Adobes party intervene, or attempt to intervene, in the Court of Appeals or Arizona
Supreme Court, as either a party or amicus curiae, in the event of any other party's
appeal of any judgment entered in Pima County Cause No. 320926.
G. During the period from enactment of this resolution to and including December 31,
2000, no new litigation, whether state or federal, trial or appellate, shall be filed or
pursued against the Town of Oro Valley by any past or current Casas Adobes parties in
Pima County Cause No. 320926, or by any other person or entity associated with the
invalid attempted 1997 incorporation of the "Village of Casas Adobes," regarding or
based on those events.
SECTION 2. In the event of any noncompliance with, or failure to timely comply with, any of
the conditions listed in Section 1, this resolution of consent is hereby deemed null, void and
without effect, and rescinded, without the necessity of any further action by the Mayor and
Council.
SECTION 3. This consent is offered solely in compliance with A.R.S. § 9-101.01(B)(1), and
is not a waiver of any other rights or remedies. The Town reserves all its rights and remedies in
the event of any noncompliance by any person or entity with any of the conditions set forth in
this resolution, or in the event of any legal challenge(s) by third parties to the validity of the
formation of the "Village of Casas Adobes," the procedures followed in its formation, or both.
Casas Adobes(10) Office of the Oro Valley Town Attorney
SECTION 4. The consent granted in this resolution is in no way intended to be, nor shall it be
interpreted or construed to be, retroactive to, or to otherwise apply to, the invalid 1997
proceedings that attempted to incorporate the "Village of Casas Adobes." The consent given in
Section 1 applies solely to an attempt by the Casas Adobes Incorporation Committee to
incorporate the "Village of Casas Adobes," in accordance with required statutory procedures of
A.R.S. §§ 9-101 and 9-101.01, beginning and ending during the year 2000.
SECTION 5. Conditioned always on full and timely compliance with all of the conditions set
forth in Section 1, during the period from the date of enactment of this resolution until
December 31, 2000, the Town of Oro Valley will not seek to annex any area, which is
contained in the area proposed for municipal incorporation as the"Village of Casas Adobes."
SECTION 6. The various Town officers and employees are authorized and directed to
perform all acts necessary or desirable to give effect to this resolution.
SECTION 7. It is necessary for the preservation of the peace, health and safety of the Town of
Oro Valley that this resolution become immediately effective, an emergency is hereby declared
to exist and this resolution shall be effective immediately upon its passage and adoption.
PASSED AND ADOPTED by the Mayor and Council of the Town of Oro Valley, Arizona
this 3lstlay of May , 2000.
TOWN OF ORO VALLEY
Paul H. Loomis, Mayor
ATTEST:
Kathryn E. Cuvelier, Town Clerk
APPROVED AS TO FORM:
Dan L. Dudley, Town Attorney
Casas Adobes(10) Office of the Oro Valley Town Attorney
' r
EXHIBIT A
Casas Adobes(10) Office of the Oro Valley Town Attorney
is ,
1 1_12 \ ' . . ..,,, —71 L \II _7_ .:7, it... —ii i _
grimitr__ 4.-1 --- .1 SAM
■■.-..,�L. - Aw —jam: es 1y1
_211k. .. .+, '1:1/4-
.8,
LAO
�".�
1'— u••A vi5 u-- f—_
1
r...... 6,
picci
E.--7 EI .
- pr. . A r •KOROt
Ov(RTON ROA• --- - - Al - - ---
I! �
' I AtSibk••
--0------ ""r-F-L . � i ' 4,\ T-111 . , awl. /
7 II \\ , Filli ill 11, /
Jil , - , i g-: ROAO
/ - .... 1 ....111.all,I4 ..''' .10 1 If 1 dr
11., .p.liplmido Illii
g CORTARO NNI ��
FA -� `� . :: JI ! 4
4i1 1 r
�I
--.r"
- ...71;11
Ci
•
'FOP:eV Lf'` •
, _ ) 0..L.L�i i�
i .....
i -- to
;....-.- - .4 , 1. , 0, 1± / liPiri
471• WAG t R , 0.- r •
- --wi/
M__ _a_EinEr44[1- , . . , -_ _ --- --,
t
-2:4 Al
.1
1 4�. it r
111-110101 1��7A NA ROAD .i-- - - ---.-- e44- - - -1, -- . --- - - -.M•1' � L 'e� -.(1�_..�' - --'-
,e--- -')
, _h_____,(=--4-
L ill --,:x.III 1 '
1 'Iretni)(61" --' 7 . ', -' . -&-.',.. ,,_ - a--7—P,i-T-7-1 \ '
_____ . 1 --1 ‘ r- . , , . • III
, 1:,,.,, . • e-,>›) 110 ' , . 72FIN:_.,,„,5- 7——1 i '1711 )4Iiiii,
1111
Ir.-e--4 . _, 17 L-:.
'
:iv
-- 411111 -^`-" �" (. --; j ro Ij�{' mai '��_� .- { ORANGE GROvE
aa UPI.=SP• .
V. '
0
o, _•As1u "'i ib
/� / , i
I 1-• 7( i
LjL , N ,'1 17u.' I i . '' :
l -
..___,...._tii ,,,-- .
. \\.-v.- IN 1
._I
• 4\ 17 -6\r -
EW
Ili
. ,
:...4. ,
r_, ,..,... I ` N
. \. . _1
R vER ROAD- 'c jI
. \ i =ik'1. -.4111
u _
144' ' _-- 1► .d.
smommin �nAcc o� 1f ( L1
‘-- 1 — i
GASAS ADOBES TOWN BOUNDARY \ Rm_--- l "1
i•
A
• 11
ulifinn 0,,-
40.t.,
vr
IN \ .,, . 17139 °^
�: r FRANK G.N6
CASTRO
944,
f
�
.
� _coNA V•1''
JJIAP OF PROPOSED
VILLAGE OF CA S A S ADORES
NUMBER 97-C-1
Oro Valley Resolution No. (R) 00-49
Exhibit "A"
aLv-N
RESOLUTION NO. (R) 00 -
RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN OF ORO
VALLEY, ARIZONA RELATING TO MUNICIPAL INCORPORATION;
PURSUANT TO ARIZONA REVISED STATUTES § 9-101.01(B)(1),
CONSENTING, WITH CONDITIONS, TO AN ATTEMPT BY THE CASAS
ADOBES INCORPORATION COMMITTEE, A POLITICAL COMMITTEE
REGISTERED WITH THE PIMA COUNTY DIVISION OF ELECTIONS ON
APRIL 18, 2000 (ID# 025-2000), TO MUNICIPALLY INCORPORATE THE
"VILLAGE OF CASAS ADOBES" DURING THE YEAR 2000, IN
CONFORMITY WITH THE PROVISIONS OF A.RS. §§ 9-101 AND 9-101.01;
AND DECLARING AN EMERGENCY.
WHEREAS, the City of Tucson, Town of Oro Valley, Town of Marana, and the proponents of
the municipal incorporation of the "Village of Casas Adobes" all agree that the 1997 attempt to
incorporate the "Village of Casas Adobes" as a town failed, and thus the Casas Adobes area,
(except that portion, if any, within the corporate limits of the Town of Oro Valley),
remains in unincorporated Pima County, and is eligible to be included in a new incorporation
attempt; and
WHEREAS, the proponents of the "Village of Casas Adobes" and all past or current Casas
Adobes parties of the Pima County Cause No. 320926, are identified as the Committee to
Incorporate the Town of Tortolita; Cheryl L. Wiener, Ronald K. Wiener, Joan L. Eerkes and
David Eerkes; Casas Adobes Incorporation Committee, Scott Nelson, Jane Madden and Lowell
Lowe; and
WHEREAS, on April 18, 2000, the Casas Adobes Incorporation Committee (ID # 025-2000)
filed a Statement of Organization as a political committee with the Pima County Division of
Elections, listing Scott Nelson as Chairman and Judy Scrivener as Treasurer; and
WHEREAS, on April 28, 2000, the Casas Adobes Incorporation Committee filed an amended
Statement of Organization with the Pima County Division of Elections, listing Donald L.
Burtchin as Chairman and Bernie J.E. Wiegandt, CPA, PC as Treasurer; and
WHEREAS, on May 5, 2000, the Casas Adobes Incorporation Committee provided the Town
of Oro Valley with a map, as submitted and as approved by Pima County on November 18,
1997 by Resolution 1997-247, listing the proposed boundaries of the"Village of Casas
Adobes;" and
Casas Adobes(10d) Office of the Oro Valley Town Attorney
WHEREAS, the Casas Adobes Incorporation Committee has stated that boundaries set forth in
the map provided on May 5, 2000 are the same boundaries as submitted to the
Pima County Board of Supervisors for the November 1997 election attempting to incorporate
the "Village of Casas Adobes;" and
WHEREAS, all or part of the geographical limits of the proposed "Village of Casas Adobes,"
as set forth in the map provided by the Casas Adobes Incorporation Committee to the Town on
May 5, 2000, are within the Town of Oro Valley's six mile "urbanized area" as created by
A.R.S. § 9 -101.01(A), and thus, pursuant to A.R.S. § 9-101.01(B)(1), the Town of Oro
Valley's consent is required for any municipal incorporation of the "Village of Casas Adobes;"
and
WHEREAS, on May 5, 2000, the Casas Adobes Incorporation Committee, by means of a letter
on its letterhead and signed by Scott Nelson, has expressly requested the Town of Oro Valley's
consent to a new attempt to incorporate the "Village of Casas Adobes" during the year 2000;
and
WHEREAS, the Mayor and Council of the Town of Oro Valley desire to consent to a new
attempted incorporation of the "Village of Casas Adobes," by the Casas Adobes Incorporation
Committee during the year 2000, pursuant to the proposed map, as modified below,
undertaken in compliance with A.R.S. §§ 9-101 and 9-101.01, and conditioned always on
compliance with certain restrictions and conditions.
NOW, THEREFORE, BE IT RESOLVED by the Mayor and Council of the Town of Oro
Valley, Arizona, as follows:
SECTION 1. The Mayor and Council of the Town of Oro Valley hereby consent to an attempt
by the Casas Adobes Incorporation Committee to incorporate the"Village of Casas Adobes,"
with proposed boundaries as set forth in the map provided to the Town on May 5, 2000, (less
the area removed from a similar map by the Pima County Board of Supervisors in the
failed 1997 incorporation attempt and less areas, if any, in conflict with the boundaries of
the Town of Oro Valley) pursuant to the A.R.S. § 9-101 and 9-101.01 under the following ex-
press conditions:
A. Any proposed incorporation map filed by the Casas Adobes Incorporation Committee
with the Pima County Division of Elections pursuant to A.R.S. § 9-101(C) shall set
forth precisely the same proposed municipal boundaries as are set forth in the map
given to the City of Tucson, Town of Marana, and Town of Oro Valley on May 5, 2000,
which map shall be identical to the 1997 maps, approved by Pima County, except as
provided herein.
B. The consent granted by this resolution shall apply only to an attempt to incorporate the
"Village of Casas Adobes" with the boundaries as set forth herein under precisely the
same boundaries set forth in the map provided to the Town on May 5, 2000, and the
1997 map approved by the Pima County Board of Supervisors in Resolution 1997-247,
less areas, if any, in conflict with the boundaries of the Town of Oro Valley. In the
Casas Adobes(l0d) Office of the Oro Valley Town Attorney
event that any municipal incorporation is attempted for any area other than that re-
flected in those documents, this resolution, and the permission granted hereby, shall,
immediately and without the necessity of any further action by the Mayor and Council,
be null, void and without effect.
C. The consent granted by this resolution applies solely to a new attempt at incorporation
undertaken by the Casas Adobes Incorporation Committee (ID# 025-2000)to take place
during the year 2000. The filing of blank petitions, collection of signatures, and filing
of signed petitions shall all take place solely during the year 2000. Any municipal
incorporation election undertaken in connection with this attempt shall be held in
September or November 2000, as required under A.R.S. § 16-204.
D. Any and all proceedings necessary to the attempted incorporation of the"Village of
Casas Adobes," specifically including any incorporation election, canvass and, if
successful, Board of Supervisors declaration of incorporation, shall be completed on or
before December 31, 2000. This resolution, and the consent granted herein, shall expire
on December 31, 2000, without the necessity of any further action by the Mayor and
Council. If the Pima County Board of Supervisors has not acquired jurisdiction and
approved the municipal incorporation of the "Village of Casas Adobes" by that date,
this permission shall be null, void, and of no further force and effect.
E. On or before the expiration of fifteen(15) calendar days from the date of enactment of
this resolution, and with the cooperation and concurrence of all past or current Casas
Adobes parties, the Pima County Superior Court shall have signed and entered
judgment in Pima County Cause No. 320926, as to those Casas Adobes parties, in the
form previously lodged with the Pima County Superior Court by Counterdefendants
City of Tucson, State of Arizona, and Town of Oro Valley on May 1, 2000.
F. No past or current Casas Adobes party shall appeal the judgment entered as to the Casas
Adobes parties in Pima County Cause No. 320926, nor shall any past or current Casas
Adobes party intervene, or attempt to intervene, in the Court of Appeals or Arizona
Supreme Court, as either a party or amicus curiae, in the event of any other party's
appeal of any judgment entered in Pima County Cause No. 320926.
G. During the period from enactment of this resolution to and including December 31,
2000, no new litigation, whether state or federal, trial or appellate, shall be filed or
pursued against the Town of Oro Valley by any past or current Casas Adobes parties in
Pima County Cause No. 320926, or by any other person or entity associated with the
invalid attempted 1997 incorporation of the "Village of Casas Adobes," regarding or
based on those events.
SECTION 2. In the event of any noncompliance with, or failure to timely comply with, any of
the conditions listed in Section 1, this resolution of consent is hereby deemed null, void and
without effect, and rescinded, without the necessity of any further action by the Mayor and
Council.
Casas Adobes(10d) Office of the Oro Valley Town Attorney
0.
SECTION 3. This consent is offered solely in compliance with A.R.S. § 9-101.01(B)(1), and
is not a waiver of any other rights or remedies. The Town reserves all its rights and remedies in
the event of any noncompliance by any person or entity with any of the conditions set forth in
this resolution, or in the event of any legal challenge(s) by third parties to the validity of the
formation of the "Village of Casas Adobes," the procedures followed in its formation, or both.
SECTION 4. The consent granted in this resolution is in no way intended to be, nor shall it be
interpreted or construed to be, retroactive to, or to otherwise apply to, the invalid 1997
proceedings that attempted to incorporate the "Village of Casas Adobes." The consent given in
Section 1 applies solely to an attempt by the Casas Adobes Incorporation Committee to
incorporate the"Village of Casas Adobes," in accordance with required statutory procedures of
A.R.S. §§ 9-101 and 9-101.01, beginning and ending during the year 2000.
SECTION 5. Conditioned always on full and timely compliance with all of the conditions set
forth in Section 1, during the period from the date of enactment of this resolution until
December 31, 2000, the Town of Oro Valley will not initiate any new annexation attempts
seeking to annex any area, which is contained in the area for which the Town has consented
to be included in the proposed municipal incorporation as the "Village of Casas Adobes."
SECTION 6. The various Town officers and employees are authorized and directed to
perform all acts necessary or desirable to give effect to this resolution.
SECTION 7. It is necessary for the preservation of the peace, health and safety of the Town of
Oro Valley that this resolution become immediately effective, an emergency is hereby declared
to exist and this resolution shall be effective immediately upon its passage and adoption.
PASSED AND ADOPTED by the Mayor and Council of the Town of Oro Valley, Arizona
this day of , 2000.
TOWN OF ORO VALLEY
ATTEST: Paul H. Loomis, Mayor
Kathryn E. Cuvelier, Town Clerk
APPROVED AS TO FORM:
Dan L. Dudley, Town Attorney
Casas Adobes(10d) Office of the Oro Valley Town Attorney
-111 L ` {1 / f ,..4
.....r A 1. R•AO7-°.,..;11.5%"(---
��
AgarAtilt__ 4/....I, ......A. .1 . araliiTh
-.nw ....,re ,,,,, ...... • f.,
4-1
' .
11 illik
11::/ �w; d
o h __ JI t
....... , -ffp,z- ...A VIS
F---
4
.17::
N • r-.2.
° OVERTON ROA. :i10 '— , A ir .NCORDI-
W q _ •
F.J.:al Ur'iE.
„ .
_e______
, -. . ,„„„,- tiARD�
a
r- ~ // ,'� ; ROAD111111W- T
` I�
—+ CORTARO ,, ,� �'' •R MI /
j fit'. : bqZ.
j— r-
__
. 0111VP' 7
4
. - -a - _: _ - or 4AGEE pry .
JV of ,p._ , ni .kil 4,14alt ..,,,,, A,,,,, 0...t.,, ik.r.,0
•
"vii.
hnalt •OA•� (N (:. T#p4 ►�AGEE RO.� WO .I 1 141 /1 ill
,,,,j,
_. . , i - hit)/ If
7/ i c— { , i
j4i'TN.
......_- .
11 --T- -' - * — . .
. k .A.4, ROAD ji 1 „-----_____14._\=,7 F.... , 11„,,....., r •
e ......ti. ' . I !,, Or.
sr.24.-----1--.-mv„nu 1 .
• ddfr' • 7 l'-- a ' air---1--.1.141_4 .
1 , 10. - .„ , , 2-71.._ a •
1 pry `' 111111. ,I - 1 'Ll-7(nit
., s---74 ' •' . -"I - • --.. - A - , TF,
, ,,,,
' ;k '---7:17. 1Ti O ` $ 1 ” of 3- ',i0.....,E GROVE
I Ctrs, • �' >. {/„...ii -.� ./
ZP
4 I I • OASiLL '. P :_�� l I
! I 1_ _
� • •• S �'
. \
i1 i. �...�. of
_ . \ , ,nom. i
\%, :.-. _b ,,
• ,,i
t.7_,,
sf. -
*74tv,-,\
----p /IA _..
J>:, ' 7 - !�
• \ 1�•. , 1, +♦ N
' ! \ I Li=
( ! _ 5,”
OC
RrvER 1 RoA0' I ``
r
- k_ I . n ,=-1-777-'..7
^
. 1 H n___,_. -0 _ ,-,;,.lipisiiiiiiir 111' ,„-, ______:Ij
___ '' -- -I-1' 2Lai-_-_ ,s,---,,,,,,m- l'i _=.t..---,...-44--
IMIIIIIIIIIIIIIIIIIIIIIII "114-71
vtw►cE or 5' _�t = I f
CASAS A008ES TOwN BOUNDARY �\ i4—�+�1 (EL--;
E + L �I I
A
41.k.,,i
�1nad A�/Py^
N 44,'(,) 17139 c?`\
i; I FRANK G.
cAsrRo , it: .
•
1 9 A T
'loNv•s' '
MAP OF PROPOSED
VILLAGE OF CASAS ADOBES
NUMBER 97-C-1
Oro Valley Resolution No. (R) 00-49
Exhibit "A"
STUDY SESSION ITEM
I l
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION STUDY SESSION DATE: May 31, 2000
TO: HONORABLE MAYOR & COUNCIL
FROM: Shirley Seng, Interim Utility Director
SUBJECT: Oro Valley Water Utility Commission's 2000 Annual Report
SUMMARY:
The Commission's 2000 Annual Report was accepted by Mayor and Council at their regular meeting on
May 17, 2000. The report provides an overview of implementation on the 1999 recommendations and
discusses new recommendations for fiscal year 2000/2001.
The annual report identifies projected revenue and expenditures, the five-year capital improvement plan,
the proposed conservation program, issues that will be placed on the Commission's work plan for the
coming year and a proposed revenue increase and rate design. The Commission recommended a 3-tier
rate structure, in addition to a conservation program, to further encourage water conservation. The
proposed conservation program was submitted as a supplement to the annual report.
The Commission requested a study session with the Town Council to review the annual report to
specifically address the proposed revenue increase and rate design. These items will have a direct impact
on the budget for the coming fiscal year and will need to be considered during the budget process. The
Utility's rate consultant, Mr. Ron Kozoman, will be present to assist staff in addressing any concerns the
Council may have.
lb , I
, v 0 \ 1.4h..I
IvInterim Water U lity I recto
Town Manager
MEMORANDUM
TO: Mayor and Council
FROM: Chuck Sweet, Town Manager
David Andrews, Finance Director
DATE: May 31, 2000
SUBJ: Follow-up Issues from May 24 Budget Review Session
A number of issues were raised during the Mayor and Council's Budget Review
Session of May 24. This memorandum serves as staff follow-up to those issues.
1. Issue: GIS/Aerial Photography
Response: Pursuant to discussions with the Manager, an
additional $12,635 may be deleted from Planning & Zoning's
budget for GIS related items. These items include:
Palm Tops $7,500
ArcView licenses 2,100
ArcView upgrades 3,835
CAD viewers 1,200
Increase license maintenance <2,000>
Total Decrease $12,635
The Planning and Zoning Administrator also indicated that the
$50,000 for an aerial photo update is not a duplication of PAG's
regional efforts but rather the Town's contribution to those efforts.
2. Issue: Request to increase Police Department's budget to
hire six patrol officers via a COPS Universal V Grant
Response: The following represents first year revenues and
expenses:
Grant Revenues $180,000
Expenses — Salaries & Benefits 260,000
Net cost increase $80,000
Please refer to the attached chart for further detail.
3. Issue: Request to increase Police Department's budget to
hire three administrative positions via a COPS More Grant.
Response:
Grant Revenues $90,000
Expenses:
Dir. of Pof. Dev. 48,750
MIS Administrator 48,750
Crime Analyst 43,875
Subtotal Expenses 141,375
Net cost increase $51,375
Please refer to the attached chart for further detail.
4. Issue: FOP Wage and Benefit Negotiations
Response: Please refer to the attached memorandum from the
Town Manager.
5. Issue: General Fund Contingency Policies
Response: Please refer to the attached analysis.
6. Issue: Salary for new Civil Attorney
Response: Salary increased to $50,000. Total budgetary
impact is an additional expense of$12,000.
7. Issue: Sharing of Library Resources between Magistrate
Court and Legal Department
Response: The Magistrate and Town Attorney have indicated
that they will be unable to potentially share law library resources
until they have a larger facility with a common area.
8. Issue: Courtroom Clerk/Court Services Clerk II Position
Response: Pursuant to discussions with the Town Magistrate, the
Courtroom Clerk and one Court Services Clerk II (PT) positions
should be deleted. The other two Court Services Clerk II (PT)
positions should be increased from half time (.5) to three quarters
time (.75). The net result is a cost savings of$35,152.
9. Issue: Separation of Powers between Police Department
and Magistrate Court with regard to Bailiff/Marshall Position
Response: The Town Attorney will draft an operating agreement
between the two departments to ensure separation of powers prior
to hiring of position.
Staff appreciates the opportunity to review these items with the Town Council.
CC: Danny Sharp, Police Chief
Dan Dudley, Town Attorney
George Dunscomb, Town Magistrate
COPS Universal V Grant
Revenues
First Year: $30,000 X 6 = 180 000
Second Year $25,000 X 6 = $150,000
Third Year $20,000 X 6 = $120,000
Total Grant Revenue $450,000
Expenses
Patrol Officers
Starting Date— 7/1/00
Salaries $200,000
Benefits 60 000
Total Salaries & Benefits 260 0 0 0
COPS More Grant
Revenue
First Year: $30,000 X 3 = 90 000
Second Year $25,000 X 3 = $ 75,000
Third Year $20,000 X 3 = $ 60,000
Total Grant Revenue $225,000
Expenses
Starting Date: 10/1/00
Director of Professional Development
Salary $50,000 X 9/12 = $37,500
Benefits @ 30% = 11,250
Total $48,750
MIS Administrator
Salary $50,000 X 9/12 = $37,500
Benefits @ 30% = 11,250
Total $48,750
Crime Analyst
Salary $45,000 X 9/12 = $33,750
Benefits @ 30% 10,125
Total $43,875
Total Expenses G41,3:75
MEMORANDUM
TO: Mayor and Council
FROM: Chuck Sweet, Town Manager
DATE: May 31, 2000
SUBJ: Response to FOP Wage and Benefits Negotiations Proposal Dated
May 22, 2000
When the Town Manager's Recommended Budget was delivered to the Mayor
and Council, it included a management recommendation in response to the
F.O.P. Lodge #53 Wage and Benefits Proposal. That recommendation included
a 2.5% COLA, a 5% pay parity adjustment, step increases for eligible personnel,
and a 5% assignment pay in lieu of a flat rate. The budgetary impact was an
additional funding requirement of$101,050.
On May 22 I received a counterproposal from the FOP which I forwarded to you
on May 23. Since that time, I have reviewed the counterproposal and developed
a recommendation that would limit the budgetary impact to the original $101,050
figure. That option is compared to the FOP counterproposal in the following
table.
FOP Manager's Revised
Item Counterproposal Recommendation
(10% Pay Parity) (5.38% Pay Parity)
2.5% COLA $68,333 $68,333
Pay Parity 273,334 147,054
Assignment Pay
(Flat Rate) 15,743 15,743
Education Incentives 0
_
Step Increases 0 43,530
Total Costs $357,410 $274,660
Budgeted Funding 173,642 173,642
Additional Funding
Requirement $183,768 $101,018
I am looking forward to the opportunity to discuss this issue with you.
Copy: Chief Danny Sharp
Jeff Grant, Human Resources Director
David Andrews, Finance Director
Jim Bloomfield
Chuck Trujillo
MEMORANDUM
TO: Mayor and Council
FROM: Chuck Sweet, Town Manag:
i Andrews, Finance
David Ani a Director
DATE: May 31,2000
SUBJ: General Fund Contingency Policies
This information serves as follow-up to Council direction to discuss the Town's
budgetary policy.
Attached to this memorandum you will find a copy of the Town of Oro Valley's
budgetary policy as adopted by Council via Resolution No. (R)97-03 on January
21, 1997. Section 1 provides direction with respect to a balanced budget for
ongoing operations and Section 2 discusses the level of contingency reserve
amounts and the use of any amounts in excess of the minimum required
reserves.
Balanced Budget
"The Town will develop an annual budget whereby recurring Town
revenues will be sufficient to support recurring operating expenditures with
no use of the General Fund contingency to support ongoing operational
expenses."
The Town Manager's recommended budget was delivered to the Mayor and
Council with the caveat that recurring expenses exceeded recurring revenues by
$454,765 and therefore a slight deficit existed. This deficit is due to the timing of
Town needs versus the lag in state shared revenues. Additional state shared
revenues of approximately $2.2M (based on 28,500 population) will be
distributed to the Town in FY 2001/02 subsequent to the Census.
During the course of the Council's Budget Review Sessions, several issues have
come to light, both positive and negative, in terms of the deficit. They may be
summarized as follows:
Recurring deficit as originally presented $454,765
Community Development — Increased Personnel 8,938
GOVAC Funding 20,000
Decrease in Revenue Estimates 492,000
Building Safety Reductions <105,000>
FOP Recommendation 101,050
Janitorial Contract Cost Savings <34,000>
GIS Savings <12,635>
COPS V Grant — Matching Funds 80,000
COPS More Grant — Matching Funds 51,375
Court Personnel — Savings <35,152>
Increased Salary for new Civil Attorney 12,000
Revised Deficit $1,033,341
The FOP counterproposal for a 10% pay parity adjustment would add an
additional $82,750 to the deficit figure.
Additional considerations for the following FY 2001/02 budget year that have
been identified at this time include library operations. The Community
Development Director has estimated an annual cost of $900,000 for a 15,000
square foot facility and $1,300,000 for a 25,000 square foot facility. The Pima
County Library District may share in these costs and $138,442 is already
included in the FY 2000/01 budget.
Contingency Reserve
"The Town will maintain, at a minimum, a contingency reserve in the
General Fund which represents 25% of the General Fund and Highway
Fund's combined annual expenditures. Contingency reserves in excess of
the minimum may, at the Town Council's discretion, be used to fund "one-
time"non-recurring expenditures."
The following summarizes the General Fund's contingency reserve requirement
with respect to the Manager's Recommended Budget:
Total Expenditures $17,645,872
Less "One-Time" Expenditures:
General Fund Update 386,000
Unfunded CIP Items 321,000
CIP Carryforward Items 96,700
Water Connection Fees Fund Loan 1,322,500
Dennis Weaver Pool Renovations 1,000,000
Total One-Time Expenditures $3,126,200
Recurring expenditures 14,519,672
Times 25% x .25
Required Reserve $3,629,918
Budgeted Reserve $5374,449
The budgeted reserve of $5.4M exceeded the required reserve of $3.6M by
$1.8M.
The following further explains the contingency reserves in terms of the Town's
cash balances:
Estimated cash carryforward $8,811,414
Library Bonds — Reimbursement 144,000
Less:
One-Time Expenditures 3,126,200
Annual Deficit 454,765
Budgeted Reserve $5,374,449
Any additional expenditures as identified in the balanced budget discussion
would reduce the reserve amount. However, it should be made clear that the
use of contingency reserves to pay for recurring expenses in excess of recurring
revenues will only solve the deficit problem for the immediate budget year under
consideration. Without increased revenues or decreased recurring expenses,
the contingency reserve will be eroded over time.
Rationale for 25% Contingency Level
The 25% contingency reserve level requirement was set by the Council primarily
due to the Town's heavy dependency on construction related revenues.
Historically, such revenues have ranged from roughly 30%-50% of General Fund
revenues. The revised FY 2000/01 revenue estimate (after adjusting downward
for the four star hotel) of $13,572,904 contains $3,907,100 in construction related
revenues. This equates to 29% of total revenues. The historical percentage has
declined with the recent increase in retail trade, restaurants, and hotel sales tax
collections. This trend is in line with the Town's longer range financial strategy to
replace and not supplement construction related revenues.
The following chart displays the contingency reserve requirement under various
percentage assumptions based on recurring expenditures of $14,519,672.
Percentage Required Reserve
25% $3,629,918
.
20% $2,903,934
15% $2,177,950
10% $1,451,967
5% 1 $725,983
Thank you for the opportunity to bring this item forward.
RESOLUTION NO. (R)97-03
A RESOLUTION OF THE MAYOR AND TOWN COUNCIL OF THE
TOWN OF ORO VALLEY. ARIZONA, ADOPTING A FISCAL AND
BUDGETARY POLICY FOR ADMINISTRATION OF THE FINANCIAL
OPERATIONS OF THE TOWN OF ORO VALLEY, ARIZONA.
WHEREAS, establishing fiscally sound budgetary policies and practices will enable the Town
to achieve and maintain a long-term stable and positive financial condition, and;
WHEREAS, theP policies of developing fiscal and budgetaryolicies provides guidelines to
P
Town Management in lanning and managing the Town's day-to-day financial affairs and in
.developing recommendations to the Town Council, and:
WHEREAS, publiclyadoptedpolicies contribute significantly to credibility and confidence in
government from the public and financial community, and:
WHEREAS, an
explicit policy facilitates continuity in handling the Town's financial affairs;
P
NOW THEREFORE BE IT RESOLVED BY THE MAYOR AND TOWN COUNCIL OF
THE TOWN OF ORO VALLEY, ARIZONA:
Section 1 - Balanced Budget The Town will develop an annual budget whereby recurring Town
revenues will be sufficient to support recurring operating expenditures with no use of the
General Fund contingency to support ongoing operational expenses.
Section 2 - Contingency Reserve The Town will maintain, at a minimum. a contingency reserve
In the General Fund which represents 25%o of the General Fund and Highway Fund's combined
annual expenditures. Contingency reserves in excess of the minimum may, at the Town
Council's discretion, be used to fund one-time non-recurring expenditures.
Section 3 - Level of Authority The Town's annual budget shall be legally adopted by the
Town Council at the fund level, except in the General Fund, where it shall be adopted at the
department level. To provide sufficient control and accountability, budgets shall be prepared
and monitored by major expenditure categories (personnel, operations and maintenance, capital
outlay, debt service).
Section 4 - Service Level Funding Given that the provisions of Section 1 and Section 2 of this
Resolution have been satisfied. every effort will be made to maintain, at a minimum, existing
levels of public services for the community.
•ons All budgetary appropriations that have not been expended
Section � - Lapsing of Appro rlatl _ g PP
or lawfully encumbered shall lapse at the end of the fiscal year. June 30. Appropriations for
ress at fiscal year end shall be made for the subsequent fiscal year.
capital projects in prog
Section 6 - Budget Amendments and Transfers Because detailed budgets are considered by the
Town to be a planning tool for department management, departments should have some degree
of flexibility in establishingadjusting and such detail including major expenditure categories
maintenance, capital outlay, debt service). To provide such
(personnel, operations and P
win budget amendment and transfer provisions shall apply:
flexibility, the following g
A) Transfers between funds shall require the recommendation of the Town Mugger
and formal action by the Town Council.
B) Transfers between the line items within each major expenditure category shall be
permitted upon recommendation of the De artment Head and approval by the Town Manager.
the line items of major expenditure categories Transfers betweenries to fund additional.
expenditures as a result of personnel reclassifications shall require the
personnel or increased
recommendation of
the Town Manager and formal action by the Town Council.
.�
D) Transfers between the operations and maintenance and capital outlay major
expenditure categories shallupon permitted u on recommendation of the Department Head and
approval by the Town Manager.
E) Transfers that
would reduce or eliminate funding for items designated in the
adopted Capital ImprovementsProgram
shall require the recommendation of the Town Manager
and formal Council action.
for debt service shall require the
would reduce or eliminate funding
F) Transfers that
recommendation of the Town Manager and formal Council action.
Town's annual budget shall include revenue forecasts
Section 7 - Long-Range Forecasts The g
budgetplus an additional two years to test the ability of the Town to
for the proposed current
absorb expenditures and to react to changes in the economy or service demands.
Section 8 Performance
Measurement The Town will minimize the financial burden on its
taxpayers by routinelyevaluating
both its administrative and direct service delivery systems in
terms of efficiency, effectiveness and responsiveness. Technology will be utilized when feasible
to increase efficiency and cost-effectiveness.
Improvements The Town will promote the understanding that its
Section 9 Productivity s when
employees
are its most valuable resource and will employ sound management practice
The Town will be committed to maintaining and improving the
planning for service delivery. pleasant througha
of staff working environment, appropriate equipment including
�ons necessary training and adequate supplies and
office automation and computer applicati
materials as resources and adopted policies permit.
PASSED, ADOPTED AND APPROVED t
D byMayor and Town Council of the Town of
y
Oro
' �
Valley, Arizona, this day
of‘ y 194
TOWN OF ORO VALLEY, ARIZONA
I 0 I
CHERYL S KY, MAYO'
ATTEST:
Kathryn E. Cuvelier, Town Clerk
APPROVED AS TO FORM:
Tobin Sidles, Town Attorney
May 31, 2000
Oro Valley Public Library
9922.000 2.1
Budget Analysis:
Phase I Site Analysis Schematic Design
March 2, 2000 May 16, 2000
Construction $1,800,000 $2,110,572
Furniture $300,000 $300,000
Solids & Geotechnical $20,000 $20,000
Architectural Fees $144,000 $144,000
Library Materials $1,250,000 $1,250,000
Public Art $18,000 $18,000
Contingency Fee $380,000 $380,000
Technology/Computers $80,000 $80,000
$3,992,000 $4,302,572
Phase I & II(shell)
Construction/Phase I $1,800,000 $2,110,572
Construction/Phase II shell $800,000 $615,198
Furniture $300,000 $300,000
Solids & Geotechnical $20,000 $20,000
Architectural Fees $196,000 $196,000
Library Materials $1,250,000 $1,250,000
Public Art $26,000 $27,000
Contingency Fee $380,000 $380,000
Technology/Computers $80,000 $80,000
$4,854,000 $4,978,770
Additional site items
Entry from La Canada $51,500
Entry from Naranja $175,000
Storm sewer extension $37,700
•
a
Town of Oro Valley,Arizona
Library Building
Schematic Design Opinion of Probable Costs
May 18, 2000
Division 2 - Sitework $ 340,925 16%
Division 3 -Concrete $ 48,167 2%
Division 4-Masonry $ 37,500 2%
Division 5 -Metals $ 298,755 14%
Division 6-Wood and Plastic $ 32,052 2%
Division 7-Thermal and Moisture Protection $ 150,236 7%
Division 8 -Doors and Windows $ 86,458 4%
Division 9-Finishes $ 191,637 9%
Division 10- Specialties $ 12,530 1%
Division 11 -Equipment $ 2,500 0%
Division 12 -Furnishings $ 2,625 0%
Division 13 -Special Construction $ - 0%
Division 14-Conveyances $ - 0%
Division 15 -Mechanical and Plumbing $ 253,827 12%
Division 16-Electrical $ 167,602 8%
Subtotal $ 1,624,815
Design Contingency @ 10% $ 162,481
Escalation and Phasing @0% $ -
General Conditions @ 6%of total $ 107,238
GCO&P@5.5% $ 104,199
Bond @ 1% 5 19,987
Taxes at 4.55% $ 91,852
Construction Cost $ 2,110,572
Market Adjustment-minus 10% $ 211,057
TOTAL CONSTRUCTION COST $ 1,899,515
Alternate No. 1 - Shell Construction $ 615,198
Alternate No. 2 -Entry from La Canada $ 51,500
1 Alternate No. 3 -Entry from Naranja $ 175,000
Alternate No.4-Storm sewer extension $ 37,700
Phase 1 GSF- 14931
Shell GSF-9600
-CcTN. '--Dh),%
\00 _4. 1&-i %,./Jd4L ,
'N( L'• t,—%;v0.0.
MAY 3@'L134r 8:36 TOV
May 27,2000
Honorable Mayor and Council
Town of Oro Valley
11000 N. La Canada Drive
Oro Valley,AZ 85737
RE: Oro Valley Library
Dear Mayor and Council:
There is much enthusiasm within the community for the new library. The
completion of this eagerly anticipated project will bring a new cultural base to Oro
Valley. The key here,then,is to provide the type of facility to serve the maximum
number of intergenerational citizens.
We strongly urge you to complete the recommended initial 15m sq. ft facility, and
the proposed 10m sq. ft shell in order to assure that adequate space will be cost
effectively available to future generations.
There is no doubt that present day dollars spent will guarantee future returns,
particularly when you consider the prohibitive cost of duplicating materials and
labor already on site.
Opportunities to improve the quality of life in a dramatic fashion as this project
dictates should be acted upon with full confidence. You have the support of all
progressive citizens.
Sincerely,
-1-111LY/ / -
Dick and 'a ge Egger• 'i,
10352 N. Fox Croft .. e
Oro Valley,AZ
520-575-0462