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HomeMy WebLinkAbout2026.0120.TCRM.AGENDA.PACKET NOTICE OF MEETING REGULAR MEETING TOWN COUNCIL Mayor Gerry M. Friedel Vice Mayor Allen Skillicorn Councilmember Gayle Earle Councilmember Brenda J. Kalivianakis Councilmember Hannah Larrabee Councilmember Peggy McMahon Councilmember Rick Watts TIME: WHEN: WHERE: 5:30 PM - REGULAR MEETING DOORS OPEN 15 MINUTES PRIOR TO THE START OF THE MEETING. TUESDAY, JANUARY 20, 2026 FOUNTAIN HILLS COUNCIL CHAMBERS 16705 E. AVENUE OF THE FOUNTAINS, FOUNTAIN HILLS, AZ Councilmembers of the Town of Fountain Hills will attend either in person or by telephone conference call; a quorum of the Town’s various Commission, Committee or Board members may be in attendance at the Council meeting. Notice is hereby given that pursuant to A.R.S. §1-602.A.9, subject to certain specified statutory exceptions, parents have a right to consent before the State or any of its political subdivisions make a video or audio recording of a minor child. Meetings of the Town Council are audio and/or video recorded and, as a result, proceedings in which children are present may be subject to such recording. Parents, in order to exercise their rights may either file written consent with the Town Clerk to such recording, or take personal action to ensure that their child or children are not present when a recording may be made. If a child is present at the time a recording is made, the Town will assume that the rights afforded parents pursuant to A.R.S. §1- 602.A.9 have been waived. REQUEST TO COMMENT The public is welcome to participate in Council meetings. TO SPEAK TO A CONSENT OR REGULAR AGENDA ITEM, complete a Request to Comment card and hand it to the Town Clerk prior to discussion of that item. Include the agenda item NUMBER on which you wish to comment. A separate submission is required for each agenda item. Request to Comment cards will not be accepted once the Council deliberations begin. Submit a Request to Comment card prior to a public hearing agenda item. TO COMMENT ON A CONSENT OR REGULAR AGENDA ITEM IN WRITING ONLY, complete a Request to Comment card, indicating that it is a written comment, check the box on whether you are FOR or AGAINST a consent or regular agenda item, and hand it to the Town Clerk prior to discussion on that item. A separate submission is required for each agenda item. TO COMMENT IN WRITING ONLINE, Visit https://www.fountainhillsaz.gov/publiccomment and submit a Request to Comment card no later than 12:00 PM on the day prior to the meeting. These comments are shared with the Town Council. This Request to Comment card, and any information you write on it, is a public record subject to public disclosure. NOTICE OF OPTION TO RECESS INTO EXECUTIVE SESSION Pursuant to A.R.S. §38-431.02, notice is hereby given to the members of the Town Council, and to the general public, that at this meeting, the Town Council may vote to go into executive session, which will not be open to the public, for legal advice and discussion with the Town's attorneys for legal advice on any item listed on the following agenda, pursuant to A.R.S.§38-431.03(A)(3). Meeting Packet Page 1 of 220 1. CALL TO ORDER AND PLEDGE OF ALLEGIANCE 2. INVOCATION a. INVOCATOR: Pastor Rod Warembourg, Desert Creek Fellowship 3. ROLL CALL 4. STATEMENT OF PARTICIPATION Anyone wishing to address the Council regarding items listed on the agenda should fill out a Request to Comment card located in the back of the Council Chambers and hand it to the Town Clerk prior to consideration of that agenda item. Once the agenda item has started, late requests to speak cannot be accepted. When your name is called, please approach the podium, speak into the microphone, and state your name and if you are a resident for the public record. Please limit your comments to three minutes. To avoid disruption of the meeting, to maintain decorum, and provide for an equal and uninterrupted presentation, applause is not permitted, except when community members are being honored by the Council. 5. SUMMARY OF CURRENT EVENTS BY TOWN MANAGER AND PROCLAMATIONS a. RECOGNITION: Mayor's Veteran of the Month — Technical Sergeant Richard Shogren, USAF (Ret.) b. RECOGNITION: Mayor's Business Spotlight — Sami Fine Jewelry c. RECOGNITION: Angela Padgett-Espiritu — Recipient of the IIMC Certified Municipal Clerk (CMC) Certificate. d. RECOGNITION: Martin Luther King, Jr. Day — Youth Poetry Contest Winners. e. PROCLAMATION: Martin Luther King Jr. Week f. PROCLAMATION: Human and Sex Trafficking Awareness Month. g. PROCLAMATION: Speak Up, Stand Up, Save a Life Month 6. PRESENTATIONS a. PRESENTATION: International Dark Sky Discovery Center Update 7. CONSENT AGENDA All items listed on the Consent Agenda are considered to be routine, noncontroversial matters and will be enacted by one motion of the Council. All motions and subsequent approvals of consent items will include all recommended staff stipulations unless otherwise stated. There will be no separate discussion of these items unless a councilmember or member of the public so requests. If a councilmember or member of the public wishes to discuss an item on the Consent Agenda, he/she may request so prior to the motion to accept the Consent Agenda or with notification to the Town Manager or Mayor prior to the date of the meeting for which the item was scheduled. The items will be removed from the Consent Agenda and considered in its normal sequence on the agenda. a. CONSIDERATION AND POSSIBLE ACTION: Regarding a Purchase of Replacement Self- Contained Breathing Apparatus Equipment for the Fire Department 8. REGULAR AGENDA a. CONSIDERATION AND POSSIBLE ACTION: Relating to a fill waiver for 15656 E. Meeting Packet Page 2 of 220 Centipede Road (CFW25-000003). b. CONSIDERATION AND POSSIBLE ACTION: Regarding a CUT/FILL WAIVER request to permit an area of approximately 1,781 square feet to exceed the maximum 10-foot visible FILL allowance up to approximately 20 feet deep maximum fills for development of a single-family residence for the property on 9681 N. Four Peaks Way. c. PUBLIC HEARING, with CONSIDERATION AND POSSIBLE ACTION: Relating to a Special Use Permit to allow a patio cover in the front yard setback of the home at 17114 E. Fairway Court (SUP25-000004). d. CONSIDERATION AND POSSIBLE ACTION: Relating to Ordinance 26-01, amending Town Code Chapter 7, Building Regulations, Section 7-1-2 C to delete the requirements from the International Energy Code for energy monitoring (Sec. C405.13) and renewable energy systems (Sec. C405.15). e. CONSIDERATION AND POSSIBLE ACTION: Regarding Resolution 2026-01, Development Impact Fees f. CONSIDERATION AND POSSIBLE ACTION: Regarding the Noon Kiwanis Desert Vista Beginner Bike Park Agreement and Project g. DISCUSSION AND POSSIBLE DIRECTION: Regarding directing staff to begin the process of securing legal services to review the draft revisions to the Town's wireless communication towers and antennas ordinances and related documents. 9. COUNCIL DISCUSSION/DIRECTION TO THE TOWN MANAGER Item(s) listed below are related only to the propriety of (i) placing such item(s) on a future agenda for action, or (ii) directing staff to conduct further research and report back to the Council. 10. FUTURE AGENDA ITEMS 11. ADJOURNMENT Dated this 15 day of January, 2026. Bevelyn J. Bender, Town Clerk The Town of Fountain Hills endeavors to make all public meetings accessible to persons with disabilities. Please call (480) 816-5100 (voice) or (800) 367- 8939 (TDD) 48-hours prior to the meeting to request reasonable accommodation to participate in the meeting or to obtain agenda information in large print format. Supporting documentation and staff reports furnished to the Council with this agenda are available for review in the Clerk's Office. Meeting Packet Page 3 of 220 ITEM 5.a. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Administration / Town Clerk Prepared by: Angela Espiritu, Executive Assistant/Deputy Town Clerk Staff Contact Information: Phone: 480-816-5107 Email: aespiritu@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) RECOGNITION: Mayor's Veteran of the Month — Technical Sergeant Richard Shogren, USAF (Ret.) Staff Summary (background) The Mayor and Council is recognizing Technical Sergeant Richard Shogren, USAF (Ret.), for his dedicated service to our nation and his significant contributions to the Fountain Hills community. His courage, commitment, and sacrifice exemplify the highest ideals of patriotism and selflessness. On behalf of the Town Council and the residents of Fountain Hills, we honor his service, and thank him for his invaluable role in protecting our freedoms and enriching our community. Related Ordinance, Policy or Guiding Principle N/A Risk Analysis N/A Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) n/a Suggested Motion n/a FISCAL IMPACT Fiscal Impact: N/A Budget Reference: N/A Funding Source: N/A ATTACHMENTS None Meeting Packet Page 4 of 220 ITEM 5.b. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Administration / Town Clerk Prepared by: Angela Espiritu, Executive Assistant/Deputy Town Clerk Staff Contact Information: Phone: 480-816-5107 Email: aespiritu@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) RECOGNITION: Mayor's Business Spotlight — Sami Fine Jewelry Staff Summary (background) In recognition of Sami's outstanding contributions to the Town of Fountain Hills, this certificate celebrates their dedication to excellence, innovation, and community engagement. Their commitment to quality and service has not only strengthened our local economy but also enriched the lives of residents and visitors alike. The Town of Fountain Hills is proud to honor their business as a vital part of our community's growth and success. Related Ordinance, Policy or Guiding Principle N/A Risk Analysis N/A Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) n/a Suggested Motion n/a FISCAL IMPACT Fiscal Impact: N/A Budget Reference: N/A Funding Source: N/A ATTACHMENTS None Meeting Packet Page 5 of 220 ITEM 5.c. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Administration / Town Clerk Prepared by: Angela Espiritu, Executive Assistant/Deputy Town Clerk Staff Contact Information: Phone: 480-816-5107 Email: aespiritu@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) RECOGNITION: Angela Padgett-Espiritu — Recipient of the IIMC Certified Municipal Clerk (CMC) Certificate. Staff Summary (background) The Certified Municipal Clerk (CMC) designation is a professional certification awarded by the International Institute of Municipal Clerks (IIMC) to municipal clerks who meet established education, experience, and professional development requirements. Earning the CMC reflects a commitment to excellence in public service and strengthens the Town’s ability to provide effective, transparent, and well-administered municipal operations. Angela Padgett-Espiritu’s achievement supports the Clerk’s Office mission by reinforcing best practices in records management, meeting administration, statutory compliance, and customer service. Related Ordinance, Policy or Guiding Principle N/A Risk Analysis N/A Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) N/A Suggested Motion N/A FISCAL IMPACT Fiscal Impact: N/A Budget Reference: N/A Funding Source: N/A ATTACHMENTS None Meeting Packet Page 6 of 220 ITEM 5.d. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Administration / Town Clerk Prepared by: Angela Espiritu, Executive Assistant/Deputy Town Clerk Staff Contact Information: Phone: 480-816-5107 Email: aespiritu@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) RECOGNITION: Martin Luther King, Jr. Day — Youth Poetry Contest Winners. Staff Summary (background) The Mayor and Town Council will recognize the winners of the Martin Luther King Jr. Youth Poetry Contest. Related Ordinance, Policy or Guiding Principle N/A Risk Analysis N/A Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) n/a Suggested Motion n/a FISCAL IMPACT Fiscal Impact: N/A Budget Reference: N/A Funding Source: N/A ATTACHMENTS None Meeting Packet Page 7 of 220 Meeting Packet Page 8 of 220 Meeting Packet Page 9 of 220 Meeting Packet Page 10 of 220 INTERNATIONAL DARK SKY DISCOVERY CENTER Meeting Packet Page 11 of 220 IDSDC Overview & Highlights 23,000 ft² first-of-its-kind STEM facility located in the Town’s Civic Center complex Dark Sky Observatory Hyperspace Planetarium Inspiration Theatre Night Sky Experience Einstein Exploration Station Partnership opportunities with ASU, community colleges and high schools Wide range of uses: lectures, research, tours, star parties, receptions, etc. Designed by Swaback, Phase I built by McCarthy, Phase II pending Meeting Packet Page 12 of 220 Key Historical Dates 2015 – Fountain Hills Dark Sky Association formed 2016 – Town Council unanimously approved updated lighting ordinance 2017 – Fulfilled DSI requirements for dark sky designation January 8, 2018 – Fountain Hills recognized as the world’s 17th Dark Sky Community 2019 – IDSDC Board formed 2022 – Town approved site plan and elevations April 8, 2024 – IDSDC groundbreaking ceremony July 8, 2024 – McCarthy begins construction July 11, 2025 – McCarthy completed Phase I Meeting Packet Page 13 of 220 Current Status & Next Steps Fundraising $18.5MM of $25MM raised Phase II Construction McCarthy RFI – early Q1 2026 Site prep and construction to start in April Anticipated build time: 6-8 months Anticipated opening: Q4 2026 Meeting Packet Page 14 of 220 Meeting Packet Page 15 of 220 Meeting Packet Page 16 of 220 Meeting Packet Page 17 of 220 Meeting Packet Page 18 of 220 Meeting Packet Page 19 of 220 Meeting Packet Page 20 of 220 Meeting Packet Page 21 of 220 Meeting Packet Page 22 of 220 Meeting Packet Page 23 of 220 ITEM 7.a. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Fire Department Prepared by: Dave Ott, Fire Chief Staff Contact Information: Phone: 480-816-5280 Email: dott@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) CONSIDERATION AND POSSIBLE ACTION: Regarding a Purchase of Replacement Self- Contained Breathing Apparatus Equipment for the Fire Department Staff Summary (background) The Fire Department is requesting approval for the $253,000 purchase of 24 MSA G1 Self- Contained Breathing Apparatus (SCBA'S) to replace the outdated SCBA's currently in use. Staff have applied for federal grants to replace these units for two grant cycles and have not received funding. Our current SCBA units are about 14 years old, which is well past the 10- year recommended replacement time frame. The proposed purchase will be from the Fire Department's FY2026 Budget, without requiring a budget or funding transfer at this time. The MSA G-1 units meet the National Fire Protection Association (NFPA) 1970, 2025 Edition with updated features such as Bluetooth connectivity for radios and integrated electronic communications, central power system for all electronics, and a control module with dual- color LCD and analog displays. The Fire Department has conducted due diligence to obtain the best pricing for the Town in accordance with Procurement policies. Specifically, this purchase will be made using a cooperative agreement, including discounted pricing for the units and a buy-one-get-one free (BOGO) promotion for the SCBA cylinders. Staff compared this cooperative agreement pricing with other cooperative agreements and found this proposed purchase was the best pricing for the most technologically updated equipment. These replacement units are necessary to protect firefighters' lives while in active duty, and have been carefully planned for while crafting the FY2026 budget. Related Ordinance, Policy or Guiding Principle N/A Risk Analysis Continued use of the existing SCBA's could lead to injury or death due to failure of the unit. Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) Staff recommends approving this necessary replacement of safety equipment. Suggested Motion MOVE TO APPROVE the purchase of 24 MSA G 1 SCBA's with additional masks and cylinders Meeting Packet Page 24 of 220 in the amount of $253,000. FISCAL IMPACT Fiscal Impact: $253,000 Budget Reference: FY2026 Funding Source: General Fund, Fire Department Operating Budget ATTACHMENTS 1. Cooperative Agreement 2. SCBA Quote Meeting Packet Page 25 of 220 Fifth Amendment to Master Price Agreement for FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) Product Addition This Amendment to the Master Price Agreement is entered into this 17th day of October 2023 by L. N. CURTIS AND SONS upon the sales and/or service of Fire Fighter Self Contained Breathing Apparatus (SCBA). . RECITALS WHEREAS, Purchaser and Vendor entered into a Master Price Agreement numbered PS20105 on or about March 26, 2020 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the First Amendment to the Master Price Agreement on or about June 18, 2020 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the Second Amendment to the Master Price Agreement on or about April 13, 2021 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the Third Amendment to the Master Price Agreement on or about August 23, 2021 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the Fourth Amendment to the Master Price Agreement on or about June 16, 2022 and by this reference incorporated herein; and WHEREAS, Vendor desires to add a product to Attachment A as permitted under the terms of the Master Price Agreement; and WHEREAS, Vendor has provided notice, on or about October 11, 2023 to add the Arctic Compressors product line to Attachment A; and WHEREAS, Purchaser and Vendor desire that the Master Price Agreement shall be amended in part to reflect the product addition. NOW, THEREFORE, Purchaser and Vendor enter into the following: Meeting Packet Page 26 of 220 2 AMENDMENT TO MASTER PRICE AGREEMENT 1. Product Addition. Attachment A to the Master Price Agreement shall be amended in part to reflect the addition of the following product line: ATTACHMENT A to Master Price Agreement by and between VENDOR and PURCHASER. PRODUCTS, SERVICES, SPECIFICATIONS AND PRICES Supplier Product Discount Off List Contract (Product) Category Arctic Compressors Compressors, Breathing Air 1% SCBA Category 06. Other 2. Full Force and Effect. In each and every other respect, the terms of the Master Price Agreement, as amended, entered into between the parties on or about March 26, 2020 shall remain in full force and effect during the term of the agreement and the parties hereto hereby ratify said Master Price Agreement in its entirety, as if fully set out herein, along with the modifications identified herein. IN WITNESS WHEREOF, the parties have hereto signed this Amendment on the day and year first above written. LEAGUE OF OREGON CITIES _______________________________ Date _________________________ BY: ITS: L. N. CURTIS AND SONS _______________________________ Date _________________________ BY: ITS: Meeting Packet Page 27 of 220 Fourth Amendment to Master Price Agreement for FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) Product Subtraction and Description Update This Amendment to the Master Price Agreement is entered into this 14th day of June, 2022 by LEAGUE L. N. CURTIS AND SONS sales and/or service of Fire Fighter Self Contained Breathing Apparatus (SCBA). . RECITALS WHEREAS, Purchaser and Vendor entered into a Master Price Agreement numbered PS20105 on or about March 26, 2020 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the First Amendment to the Master Price Agreement on or about June 18, 2020 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the Second Amendment to the Master Price Agreement on or about April 13, 2021 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the Third Amendment to the Master Price Agreement on or about August 23, 2021 and by this reference incorporated herein; and WHEREAS, Vendor desires to remove the Blast Mask product from Attachment A as permitted under the terms of the Master Price Agreement; and WHEREAS, Vendor desires to update the product description for the OHD product line to Quanti Fit Mask Tester; and WHEREAS, Vendor has provided notice, on or about June 12, 2020, to remove the Blast Mask product and to update the description for the OHD product in the Master Price Agreement; and WHEREAS, Purchaser and Vendor desire that the Master Price Agreement shall be amended in part to reflect the product line subtraction and the product description update. NOW, THEREFORE, Purchaser and Vendor enter into the following: Meeting Packet Page 28 of 220 2 AMENDMENT TO MASTER PRICE AGREEMENT 1. Product Subtraction. Attachment A to the Master Price Agreement shall be amended in part to reflect the removal of the following product line: ATTACHMENT A to Master Price Agreement by and between VENDOR and PURCHASER. PRODUCTS, SERVICES, SPECIFICATIONS AND PRICES Supplier Product Discount Off List COOP Contract Contract (Product) Category Blast Mask Training, SCBA 10% NPPGov PS20105 (SCBA) SCBA Category 06. Other 2. Product Description Update. Attachment A to the Master Price Agreement shall be amended in part to reflect a new product description for the following product: ATTACHMENT A to Master Price Agreement by and between VENDOR and PURCHASER. PRODUCTS, SERVICES, SPECIFICATIONS AND PRICES Supplier Product Description Discount Off List COOP Contract Contract (Product) Category OHD Quanti Fit Mask Tester 5% NPPGov PS20105 (SCBA) SCBA Category 05. Maintenance, Service & Testing Meeting Packet Page 29 of 220 3 3.Full Force and Effect. In each and every other respect, the terms of the Master Price Agreement, as amended, entered into between the parties on or about March 26, 2020 shall remain in full force and effect during the term of the agreement and the parties hereto hereby ratify said Master Price Agreement in its entirety, as if fully set out herein, along with the modifications identified herein. IN WITNESS WHEREOF, the parties have hereto signed this Amendment on the day and year first above written. LEAGUE OF OREGON CITIES _______________________________ Date _________________________ BY: ITS: L. N. CURTIS AND SONS _______________________________ Date _________________________ BY: ITS: Meeting Packet Page 30 of 220 Third Amendment to Master Price Agreement for FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) Product Addition and Product Discount Revision This Amendment to the Master Price Agreement is entered into this 23rd day of August, 2021 by L. N. Curtis and Sons the sales and/or service of FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA). RECITALS WHEREAS, Purchaser and Vendor entered into a Master Price Agreement numbered PS20105 on or about March 26, 2020 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the First Amendment to the Master Price Agreement on or about June 18, 2020 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the Second Amendment to the Master Price Agreement on or about April 13, 2021 and by this reference incorporated herein; and WHEREAS, Vendor desires to add a new product line, Stallion Air Compressor, to the price list as permitted under the terms of the Master Price Agreement; and WHEREAS, due to an increase in requirements for post-sales service, Vendor desires to revise the discount off list for the EagleAir Air Compressor as permitted under the terms of the Master Price Agreement; and WHEREAS, Vendor has provided notice, on or about August 20, 2021, to add the Stallion product line and revise the discount for the EagleAir in the Master Price Agreement; and WHEREAS, Purchaser and Vendor desire that the Master Price Agreement shall be amended in part to reflect the product line addition and product discount revision. NOW, THEREFORE, Purchaser and Vendor enter into the following: Meeting Packet Page 31 of 220 2 AMENDMENT TO MASTER PRICE AGREEMENT 1. Product Addition. Attachment A to the Master Price Agreement shall be amended in part to reflect the following product addition: ATTACHMENT A to Master Price Agreement by and between VENDOR and PURCHASER. PRODUCTS, SERVICES, SPECIFICATIONS AND PRICES Supplier Product Discount Off List COOP Contract Contract (Product) Category Stallion Compressors, Breathing Air 2% NPPGov PS20105 (SCBA) SCBA Category 06. Other Meeting Packet Page 32 of 220 3 2.Product Discount Revision. Attachment A to the Master Price Agreement shall be amended in part to reflect the following discount off list change: ATTACHMENT A to Master Price Agreement by and between VENDOR and PURCHASER. PRODUCTS, SERVICES, SPECIFICATIONS AND PRICES Supplier Product Original Discount Off List New Discount Off List COOP Contract Contract (Product) Category Comment EagleAir Compressors, Breathing Air 15% 5% NPPGov PS20105 (SCBA) SCBA Category 06. Other Increase in requirements for post-sales services to include on-site installation support, training, and initial operational start-up. Meeting Packet Page 33 of 220 4 3. Full Force and Effect. In each and every other respect, the terms of the Master Price Agreement, as amended, entered into between the parties on or about March 26, 2020 shall remain in full force and effect during the term of the agreement and the parties hereto hereby ratify said Master Price Agreement in its entirety, as if fully set out herein, along with the modifications identified herein. IN WITNESS WHEREOF, the parties have hereto signed this Amendment on the day and year first above written. LEAGUE OF OREGON CITIES _______________________________ Date _________________________ BY: ITS: L. N. Curtis and Sons _______________________________ Date _________________________ BY: ITS: Meeting Packet Page 34 of 220 Second Amendment to Master Price Agreement for FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) Product Description Change This Amendment to the Master Price Agreement is entered into this _____ day of March, 2021 by L. N. Curtis and Sons the sales and/or service of Fire Fighter Self Contained Breathing Apparatus. RECITALS WHEREAS, Purchaser and Vendor entered into a Master Price Agreement numbered PS20105 on or about March 26, 2020 and by this reference incorporated herein; and WHEREAS, Purchaser and Vendor entered into the First Amendment to the Master Price Agreement on or about June 18, 2020 and by this reference incorporated herein; and WHEREAS, Vendor desires to update the product description for a single product as permitted under the terms of the Master Price Agreement; and WHEREAS, Vendor has provided notice, on or about March 29, 2021, to change the product description from Facepiece, Model G1 to Facepiece from Line 2 of Attachment A in the Master Price Agreement; and WHEREAS, Purchaser and Vendor desire that the Master Price Agreement shall be amended in part to reflect the new product description. NOW, THEREFORE, Purchaser and Vendor enter into the following: Meeting Packet Page 35 of 220 AMENDMENT TO MASTER PRICE AGREEMENT 1. Product Description Change. Attachment A to the Master Price Agreement shall be amended in part to reflect the following product description change: ATTACHMENT A to Master Price Agreement by and between VENDOR and PURCHASER. PRODUCTS, SERVICES, SPECIFICATIONS AND PRICES CURTIS LOC/NPPGov Self-Contained Breathing Apparatus (SCBA) Product Catalog FOB: Origin (add shipping) Brand Product Description Discount Off List Contract Category Manufacturer's Catalog Avon Facepiece, Model G1 10% SCBA Category 02: Facepieces Avon Protection Jan 2020 Meeting Packet Page 36 of 220 3 2.Full Force and Effect. In each and every other respect, the terms of the Master Price Agreement, as amended, entered into between the parties on or about March 26, 2020 shall remain in full force and effect during the term of the agreement and the parties hereto hereby ratify said Master Price Agreement in its entirety, as if fully set out herein, along with the modifications identified herein. IN WITNESS WHEREOF, the parties have hereto signed this Amendment on the day and year first above written. LEAGUE OF OREGON CITIES _______________________________ Date _________________________ BY: ITS: L. N. Curtis and Sons _______________________________ Date _________________________ BY: ITS: Meeting Packet Page 37 of 220 First Amendment to FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) RFP 1920 Master Price Agreement Product Line Addition This Amendment to the Master Price Agreement is entered into this _____ day of June, 2020 by LEAGUE OF OREGON CITIES LOC (“Purchaser”) and L. N. Curtis and Sons (“Vendor”) based upon the sales and/or service of Fire Fighter Self Contained Breathing Apparatus. RECITALS WHEREAS, Purchaser and Vendor entered into a Master Price Agreement on or about March 26, 2020 and by this reference incorporated herein; and WHEREAS, Vendor wishes to increase its discount for one category and manufacturers offered in its Proposal as permitted under the terms of the Master Price Agreement; and WHEREAS, Purchaser and Vendor desire that the Master Price Agreement shall be amended in part to reflect the above discount change. NOW, THEREFORE, Purchaser and Vendor enter into the following: Meeting Packet Page 38 of 220 AMENDMENT TO MASTER PRICE AGREEMENT 1. Product Addition. Attachment A to the Master Price Agreement shall be amended in part to reflect the following discount rate change: CURTIS LOC/NPPGov Self-Contained Breathing Apparatus (SCBA) Product Catalog FOB: Origin (add shipping) Brand Product Description Discount Off List Contract Category Manufacturer's Catalog Avon SCBA 10% SCBA Category 01: Open-Circuit Self- Contained (SCBA) and/or Closed- Circuit SCBA Systems Avon Protection Jan 2020 Avon Facepiece, Model G1 10% SCBA Category 02: Facepieces Avon Protection Jan 2020 Avon Regulators, RIC/UAC Connection 10% SCBA Category 03: Regulator System, Intermediate Pressure Hose, Rapid Intervention Crew/Company Universal Air Connection Avon Protection Jan 2020 Avon Cylinders 10% SCBA Category 04: Cylinders Avon Protection Jan 2020 MSA SCBA, Model G1 20% SCBA Category 01: Open-Circuit Self- Contained (SCBA) and/or Closed- Circuit SCBA Systems MSA Fire Service Full Line 1/1/2020 MSA Facepiece, Model G1 10% SCBA Category 02: Facepieces MSA Fire Service Full Line 1/1/2020 MSA Regulators, RIC/UAC Connection 10% SCBA Category 03: Regulator System, Intermediate Pressure Hose, Rapid Intervention Crew/Company Universal Air Connection MSA Fire Service Full Line 1/1/2020 MSA Cylinders 10% SCBA Category 04: Cylinders MSA Fire Service Full Line 1/1/2020 CurtisCARE Service and Maintenance, MSA SCBA 2% SCBA Category 05 Maintenance, Service & Testing not available CurtisCARE Testing, Mask Fit 2% SCBA Category 05. Maintenance, Service & Testing not available CurtisCARE Service and Maintenance, Breathing Air Compressors 2% SCBA Category 05. Maintenance, Service & Testing not available CurtisCARE Testing, Cylinder Hydrotesting (mobile test van) 2% SCBA Category 05. Maintenance, Service & Testing not available CurtisCARE Mask Service & Mask Fitting 2% SCBA Category 05: Maintenance, Service & Testing not available Honeywell SCBA Flow Tester (PosiChek) Net SCBA Category 05. Maintenance, Service & Testing Honeywell Safety 1/1/2020 OHD Mask Fit Tester 5% SCBA Category 05. Maintenance, Service & Testing OHD 1/1/2020 Blast Mask Training, SCBA 10% SCBA Category 06. Other not available EagleAir Compressors, Breathing Air 15% SCBA Category 06. Other Eagle Air Units 8/19/2019 Grace Industries Pass Device Net SCBA Category 06. Other Grace Ind 1/1/2020 Avon SCBA Parts & Accessories 10% SCBA Category 06. Other Avon Protection Jan 2020 MSA SCBA Parts & Accessories 10% SCBA Category 06. Other MSA Fire Service Full Line 1/1/2020 Various N-95 respirators (medical) 10% SCBA Category 06. Other not available Various N-95 respirators (industrial) 10% SCBA Category 06. Other not available Meeting Packet Page 39 of 220 2. Full Force and Effect. In each and every other respect, the terms of the Master Price Agreement, as amended, entered into between the parties on or about March 26, 2020 shall remain in full force and effect during the term of the agreement and the parties hereto hereby ratify said Master Price Agreement in its entirety, as if fully set out herein, along with the modifications identified herein. IN WITNESS WHEREOF, the parties have hereto signed this Amendment on the day and year first above written. LEAGUE OF OREGON CITIES _______________________________ Date _________________________ BY: ITS: L. N. Curtis and Sons _______________________________ Date _________________________ BY: ITS: Meeting Packet Page 40 of 220 LEAGUE OF OREGON CITIES MASTER PRICE AGREEMENT This Master Price Agreement is effective as of the date of the last signature below (the “Effective Date”) by and between the LEAGUE OF OREGON CITIES, an Oregon public corporation under ORS Chapter 190 (“LOC” or “Purchaser”) and L.N. CURTIS & SON (“Vendor”). RECITALS WHEREAS, the Vendor is in the business of selling certain FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA), as further described herein; and WHEREAS, the Vendor desires to sell and the Purchaser desires to purchase certain products and related services all upon and subject to the terms and conditions set forth herein; and WHEREAS, through a solicitation for FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) the Vendor was awarded the opportunity to complete a Master Price Agreement with the LEAGUE OF OREGON CITIES as a result of its response to Request for Proposal No. 1920 for FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA); and WHEREAS, the LEAGUE OF OREGON CITIES asserts that the solicitation and Request for Proposal meet Oregon public contracting requirements (ORS 279, 279A, 279B and 279C et. seq.); and WHEREAS, Purchaser and Vendor desire to extend the terms of this Master Price Agreement to benefit other qualified government members of National Purchasing Partners, LLC dba Public Safety GPO, dba First Responder GPO, dba Law Enforcement GPO and dba NPPGov; NOW, THEREFORE, Vendor and Purchaser, intending to be legally bound, hereby agree as follows: ARTICLE 1 – CERTAIN DEFINITIONS 1.1 “Agreement” shall mean this Master Price Agreement, including the main body of this Agreement and Attachments A-F attached hereto and by this reference incorporated herein, including Purchaser’s Request for Proposal No. 1920 (herein “RFP”) and Vendor’s Proposal submitted in response to the RFP (herein “Vendor’s Proposal”) as referenced and incorporated herein as though fully set forth (sometimes referred to collectively as the “Contract Documents”). 1.2 “Applicable Law(s)” shall mean all applicable federal, state and local laws, statutes, ordinances, codes, rules, regulations, standards, orders and other governmental requirements of any kind. 1.3 “Employee Taxes” shall mean all taxes, assessments, charges and other amounts whatsoever payable in respect of, and measured by the wages of, the Vendor’s employees (or subcontractors), as required by the Federal Social Security Act and all amendments thereto and/or any other applicable federal, state or local law. 1.4 “Purchaser’s Destination” shall mean such delivery location(s) or destination(s) as Purchaser may prescribe from time to time. Meeting Packet Page 41 of 220 2 1.5 “Products and Services” shall mean the products and/or services to be sold by Vendor hereunder as identified and described on Attachment A hereto and incorporated herein, as may be updated from time to time by Vendor to reflect products and/or services offered by Vendor generally to its customers. 1.6 “Purchase Order” shall mean any authorized written order for Products and Services sent by Purchaser to Vendor via mail, courier, overnight delivery service, email, fax and/or other mode of transmission as Purchaser and Vendor may from time to time agree. 1.7 “Unemployment Insurance” shall mean the contribution required of Vendor, as an employer, in respect of, and measured by, the wages of its employees (or subcontractors) as required by any applicable federal, state or local unemployment insurance law or regulation. 1.8 “National Purchasing Partners” or “(NPP)” is a subsidiary of two nonprofit health care systems. The Government Division of NPP, hereinafter referred to as “NPPGov”, provides group purchasing marketing and administrative support for governmental entities within the membership. NPPGov’s membership includes participating public entities across North America. 1.9 “Lead Contracting Agency” shall mean the LEAGUE OF OREGON CITIES, which is the governmental entity that issued the Request for Proposal and awarded this resulting Master Price Agreement. 1.10 “Participating Agencies” shall mean members of National Purchasing Partners for which Vendor has agreed to extend the terms of this Master Price Agreement pursuant to Article 2.6 and Attachment C herein. For purposes of cooperative procurement, “Participating Agency” shall be considered “Purchaser” under the terms of this Agreement. 1.11 “Party” and “Parties” shall mean the Purchaser and Vendor individually and collectively as applicable. ARTICLE 2 – AGREEMENT TO SELL 2.1 Vendor hereby agrees to sell to Purchaser such Products and Services as Purchaser may order from time to time by Purchase Order, all in accordance with and subject to the terms, covenants and conditions of this Agreement. Purchaser agrees to purchase those Products and Services ordered by Purchaser by Purchase Order in accordance with and subject to the terms, covenants and conditions of this Agreement. 2.2 Vendor may add additional products and services to the contract provided that any additions reasonably fall within the intent of the original RFP specifications. Pricing on additions shall be equivalent to the percentage discount for other similar products. Vendor may provide a web-link with current product listings, which may be updated periodically, as allowed by the terms of the resulting Master Price Agreement. Vendor may replace or add product lines to an existing contract if the line is replacing or supplementing products on contract, is equal or superior to the original products offered, is discounted in a similar or to a greater degree, and if the products meet the requirements of the solicitation. No products may be added to avoid competitive procurement requirements. LOC may reject any additions without cause. 2.3 All Purchase Orders issued by Purchaser to Vendor for Products during the term (as hereinafter defined) of this Agreement are subject to the provisions of this Agreement as though fully set forth in such Purchase Order. The Vendor retains authority to negotiate above and beyond the terms of this Agreement to meet the Purchaser or Vendor contract requirements. In the event that the provisions of this Agreement conflict with any Purchase Order issued by Purchaser to Vendor, the provisions of this Agreement shall Meeting Packet Page 42 of 220 3 govern. No other terms and conditions, including, but not limited to, those contained in Vendor’s standard printed terms and conditions, on Vendor’s order acknowledgment, invoices or otherwise, shall have any application to or effect upon or be deemed to constitute an amendment to or to be incorporated into this Agreement, any Purchase Order, or any transactions occurring pursuant hereto or thereto, unless this Agreement shall be specifically amended to adopt such other terms and conditions in writing by the Parties. 2.4 Notwithstanding any other provision of this Agreement to the contrary, the Lead Contracting Agency shall have no obligation to order or purchase any Products and Services hereunder and the placement of any Purchase Order shall be in the sole discretion of the Participating Agencies. This Agreement is not exclusive. Vendor expressly acknowledges and agrees that Purchaser may purchase at its sole discretion, Products and Services that are identical or similar to the Products and Services described in this Agreement from any third party. 2.5 In case of any conflict or inconsistency between any of the Contract Documents, the documents shall prevail and apply in the following order of priority: (i) This Agreement; (ii) The RFP; (iii) Vendor’s Proposal; 2.6 Extension of contract terms to Participating Agencies: 2.6.1 Vendor agrees to extend the same terms, covenants and conditions available to Purchaser under this Agreement to Participating Agencies, that have executed an Intergovernmental Cooperative Purchasing Agreement (“IGA”) as may be required by each Participating Agency’s local laws and regulations, in accordance with Attachment C. Each Participating Agency will be exclusively responsible for and deal directly with Vendor on matters relating to ordering, delivery, inspection, acceptance, invoicing, and payment for Products and Services in accordance with the terms and conditions of this Agreement as if it were “Purchaser” hereunder. Any disputes between a Participating Agency and Vendor will be resolved directly between them under and in accordance with the laws of the State in which the Participating Agency exists. Pursuant to the IGA, the Lead Contracting Agency shall not incur any liability as a result of the access and utilization of this Agreement by other Participating Agencies. 2.6.2 This Solicitation meets the public contracting requirements of the Lead Contracting Agency and may not be appropriate under or meet Participating Agencies’ procurement laws. Participating Agencies are urged to seek independent review by their legal counsel to ensure compliance with all local and state solicitation requirements. 2.6.3 Vendor acknowledges execution of a Vendor Administration Fee Agreement with NPPGov, pursuant to the terms of the RFP. 2.7 Oregon Public Agencies are prohibited from use of Products and Services offered under this Agreement that are already provided by qualified nonprofit agencies for disabled individuals as listed on the Department of Administrative Service’s Procurement List (“Procurement List”) pursuant to ORS 279.835-.855. See www.OregonRehabilitation.org/qrf for more information. Vendor shall not sell products and services identified on the Procurement List (e.g., reconditioned toner cartridges) to Purchaser or Participating Agencies within the state of Oregon. Meeting Packet Page 43 of 220 4 ARTICLE 3 – TERM AND TERMINATION 3.1 The initial contract term shall be for three (3) calendar years from the Effective Date of this Agreement (“Initial Term”). Upon termination of the original three (3) year term, this Agreement shall automatically extend for up to three (3) successive one (1) year periods; (each a “Renewal Term”); provided, however, that the Lead Contracting Agency and/or the Vendor may opt to decline extension of the MPA by providing notification in writing at least thirty (30) calendar days prior to the annual automatic extension anniversary of the Initial Term. 3.2 Either Vendor or the Lead Contracting Agency may terminate this Agreement by written notice to the other party if the other Party breaches any of its obligations hereunder and fails to remedy the breach within thirty (30) days after receiving written notice of such breach from the non-breaching party. ARTICLE 4 – PRICING, INVOICES, PAYMENT AND DELIVERY 4.1 Purchaser shall pay Vendor for all Products and Services ordered and delivered in compliance with the terms and conditions of this Agreement at the pricing specified for each such Product and Service on Attachment A, including shipping. Unless Attachment A expressly provides otherwise, the pricing schedule set forth on Attachment A hereto shall remain fixed for the Initial Term of this Agreement; provided that manufacturer pricing is not guaranteed and may be adjusted based on the next manufacturer price increase. Pricing contained in Attachment A shall be extended to all NPPGov, Public Safety GPO, First Responder GPO and Law Enforcement GPO members upon execution of the IGA. 4.2 Vendor shall submit original invoices to Purchaser in form and substance and format reasonably acceptable to Purchaser. All invoices must reference the Purchaser’s Purchase Order number, contain an itemization of amounts for Products and Services purchased during the applicable invoice period and any other information reasonably requested by Purchaser, and must otherwise comply with the provisions of this Agreement. Invoices shall be addressed as directed by Purchaser. 4.3 Unless otherwise specified, Purchaser is responsible for any and all applicable sales taxes. Attachment A or Vendor’s Proposal (Attachment D) shall specify any and all other taxes and duties of any kind which Purchaser is required to pay with respect to the sale of Products and Services covered by this Agreement and all charges for packing, packaging and loading. 4.4 Except as specifically set forth on Attachments A and F, Purchaser shall not be responsible for any additional costs or expenses of any nature incurred by Vendor in connection with the Products and Services, including without limitation travel expenses, clerical or administrative personnel, long distance telephone charges, etc. (“Incidental Expenses”). 4.5 Price reductions or discount increases may be offered at any time during the contract term and shall become effective upon notice of acceptance from Purchaser. 4.6 Notwithstanding any other agreement of the Parties as to the payment of shipping/delivery costs, and subject to Attachments A, D, and F herein, Vendor shall offer delivery and/or shipping costs prepaid FOB Origin, freight added. If there are handling fees, these also shall be included in the pricing. 4.7 Unless otherwise directed by Purchaser for expedited orders, Vendor shall utilize such common carrier for the delivery of Products and Services as Vendor may select; provided, however, that for expedited orders Vendor shall obtain delivery services hereunder at rates and terms not less favorable than those paid by Vendor for its own account or for the account of any other similarly situated customer of Vendor. Meeting Packet Page 44 of 220 5 4.8 Vendor shall have the risk of loss of or damage to any Products until delivery to Purchaser. Purchaser shall have the risk of loss of or damage to the Products after delivery to Purchaser. Title to Products shall not transfer until the Products have been delivered to and accepted by Purchaser at Purchaser’s Destination. ARTICLE 5 – INSURANCE 5.1 During the term of this Agreement, Vendor shall maintain at its own cost and expense (and shall cause any subcontractor to maintain) insurance policies providing insurance of the kind and in the amounts generally carried by reasonably prudent manufacturers in the industry, with one or more reputable insurance companies licensed to do business in Oregon and any other state or jurisdiction where Products and Services are sold hereunder. Such certificates of insurance shall be made available to the Lead Contracting Agency upon 48 hours’ notice. BY SIGNING THE AGREEMENT PAGE THE VENDOR AGREES TO THIS REQUIREMENT AND FAILURE TO MEET THIS REQUIREMENT WILL RESULT IN CANCELLATION OF THIS MASTER PRICE AGREEMENT. 5.2 All insurance required herein shall be maintained in full force and effect until all work or service required to be performed under the terms of this Agreement is satisfactorily completed and formally accepted. Any failure to comply with the claim reporting provisions of the insurance policies or any breach of an insurance policy warranty shall not affect coverage afforded under the insurance policies to protect the Lead Contracting Agency. The insurance policies may provide coverage that contains deductibles or self-insured retentions. Such deductible and/or self-insured retentions shall not be applicable with respect to the coverage provided to the Lead Contracting Agency under such policies. Vendor shall be solely responsible for the deductible and/or self-insured retention and the Lead Contracting Agency, at its option, may require Vendor to secure payment of such deductibles or self-insured retentions by a surety bond or an irrevocable and unconditional letter of credit. 5.3 Vendor shall carry Workers’ Compensation insurance to cover obligations imposed by federal and state statutes having jurisdiction over Vendor’s employees engaged in the performance of the work or services, as well as Employer’s Liability insurance. Vendor waives all rights against the Lead Contracting Agency and its agents, officers, directors and employees for recovery of damages to the extent these damages are covered by the Workers’ Compensation and Employer’s Liability or commercial umbrella liability insurance obtained by Vendor pursuant to this Agreement. 5.4 Insurance required herein shall not be permitted to expire, be canceled, or materially changed without thirty days (30 days) prior written notice to the Lead Contracting Agency. ARTICLE 6 – INDEMNIFICATION AND HOLD HARMLESS 6.1 Vendor agrees that it shall indemnify, defend and hold harmless Lead Contracting Agency, its respective officials, directors, employees, members and agents (collectively, the “Indemnitees”), from and against any and all damages, claims, losses, expenses, costs, obligations and liabilities (including, without limitation, reasonable attorney’s fees), suffered directly or indirectly by any of the Indemnitees to the extent of, or arising out of, (i) any breach of any covenant, representation or warranty made by Vendor in this Agreement, (ii) any failure by Vendor to perform or fulfill any of its obligations, covenants or agreements set forth in this Agreement, (iii) the negligence or intentional misconduct of Vendor, any subcontractor of Vendor, or any of their respective employees or agents, (iv) any failure of Vendor, its subcontractors, or their respective employees to comply with any Applicable Law, (v) any litigation, proceeding or claim by any third party relating in any way to the obligations of Vendor under this Agreement or Vendor’s performance under this Agreement, (vi) any Employee Taxes or Unemployment Insurance, or (vii) any claim alleging that the Meeting Packet Page 45 of 220 6 Products and Services or any part thereof infringe any third party’s U.S. patent, copyright, trademark, trade secret or other intellectual property interest. Such obligation to indemnify shall not apply where the damage, claim, loss, expense, cost, obligation or liability is due to the breach of this Agreement by, or negligence or willful misconduct of, Lead Contracting Agency or its officials, directors, employees, agents or contractors. The amount and type of insurance coverage requirements set forth herein will in no way be construed as limiting the scope of the indemnity in this paragraph. The indemnity obligations of Vendor under this Article shall survive the expiration or termination of this Agreement for two years. 6.2 LIMITATION OF LIABILITY: IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY SPECIAL, INDIRECT, INCIDENTAL, CONSEQUENTIAL OR EXEMPLARY DAMAGES IN CONNECTION WITH OR ARISING OUT OF THIS AGREEMENT, INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR INJURIES TO PERSONS OR TO PROPERTY OR LOSS OF PROFITS OR LOSS OF FUTURE BUSINESS OR REPUTATION, WHETHER BASED ON TORT OR BREACH OF CONTRACT OR OTHER BASIS, EVEN IF IT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. 6.3 The same terms, conditions and pricing of this Agreement may be extended to government members of National Purchasing Partners, LLC. In the event the terms of this Agreement are extended to other government members, each government member (procuring party) shall be solely responsible for the ordering of Products and Services under this Agreement. A non-procuring party shall not be liable in any fashion for any violation by a procuring party, and the procuring party shall hold non- procuring parties or unrelated purchasing parties harmless from any liability that may arise from action or inaction of the procuring party. ARTICLE 7 – WARRANTIES Purchaser shall refer to Vendor’s Proposal for all Vendor and manufacturer express warranties, as well as those warranties provided under Attachment B herein. ARTICLE 8 - INSPECTION AND REJECTION 8.1 Purchaser shall have the right to inspect and test Products at any time prior to shipment, and within a reasonable time after delivery to the Purchaser’s Destination. Products not inspected within a reasonable time after delivery shall be deemed accepted by Purchaser. The payment for Products shall in no way impair the right of Purchaser to reject nonconforming Products, or to avail itself of any other remedies to which it may be entitled. 8.2 If any of the Products are found at any time to be defective in material or workmanship, damaged, or otherwise not in conformity with the requirements of this Agreement or any applicable Purchase Order, as its exclusive remedy, Purchaser may at its option and at Vendor’s sole cost and expense, elect either to (i) return any damaged, non-conforming or defective Products to Vendor for correction or replacement, or (ii) require Vendor to inspect the Products and remove or replace damaged, non-conforming or defective Products with conforming Products. If Purchaser elects option (ii) in the preceding sentence and Vendor fails promptly to make the necessary inspection, removal and replacement, Purchaser, at its option, may inspect the Products and Vendor shall bear the cost thereof. Payment by Purchaser of any invoice shall not constitute acceptance of the Products covered by such invoice, and acceptance by Purchaser shall not relieve Vendor of its warranties or other obligations under this Agreement. 8.3 The provisions of this Article shall survive the expiration or termination of this Agreement. Meeting Packet Page 46 of 220 7 ARTICLE 9 – SUBSTITUTIONS Except as otherwise permitted hereunder, Vendor may not make any substitutions of Products, or any portion thereof, of any kind without the prior written consent of Purchaser. ARTICLE 10 - COMPLIANCE WITH LAWS 10.1 Vendor agrees to comply with all Applicable Laws and at Vendor’s expense, secure and maintain in full force during the term of this Agreement, all licenses, permits, approvals, authorizations, registrations and certificates, if any, required by Applicable Laws in connection with the performance of its obligations hereunder. At Purchaser’s request, Vendor shall provide to Purchaser copies of any or all such licenses, permits, approvals, authorizations, registrations and certificates. 10.2 Purchaser has taken all required governmental action to authorize its execution of this Agreement and there is no governmental or legal impediment against Purchaser’s execution of this Agreement or performance of its obligations hereunder. ARTICLE 11 – PUBLICITY / CONFIDENTIALITY 11.1 No news releases, public announcements, advertising materials, or confirmation of same, concerning any part of this Agreement or any Purchase Order issued hereunder shall be issued or made without the prior written approval of the Parties. Neither Party shall in any advertising, sales materials or in any other way use any of the names or logos of the other Party without the prior written approval of the other Party. 11.2 Any knowledge or information which Vendor or any of its affiliates shall have disclosed or may hereafter disclose to Purchaser, and which in any way relates to the Products and Services covered by this Agreement shall not, unless otherwise designated by Vendor, be deemed to be confidential or proprietary information, and shall be acquired by Purchaser, free from any restrictions, as part of the consideration for this Agreement. ARTICLE 12 - RIGHT TO AUDIT Subject to Vendor’s reasonable security and confidentiality procedures, Purchaser, or any third party retained by Purchaser, may at any time upon prior reasonable notice to Vendor, during normal business hours, audit the books, records and accounts of Vendor to the extent that such books, records and accounts pertain to sale of any Products and Services hereunder or otherwise relate to the performance of this Agreement by Vendor. Vendor shall maintain all such books, records and accounts for a period of at least three (3) years after the date of expiration or termination of this Agreement. The Purchaser’s right to audit under this Article 12 and Purchaser’s rights hereunder shall survive the expiration or termination of this Agreement for a period of three (3) years after the date of such expiration or termination. ARTICLE 13 - REMEDIES Except as otherwise provided herein, any right or remedy of Vendor or Purchaser set forth in this Agreement shall not be exclusive, and, in addition thereto, Vendor and Purchaser shall have all rights and remedies under Applicable Law, including without limitation, equitable relief. The provisions of this Article shall survive the expiration or termination of this Agreement. Meeting Packet Page 47 of 220 8 ARTICLE 14 - RELATIONSHIP OF PARTIES Vendor is an independent contractor and is not an agent, servant, employee, legal representative, partner or joint venture of Purchaser. Nothing herein shall be deemed or construed as creating a joint venture or partnership between Vendor and Purchaser. Neither Party has the power or authority to bind or commit the other. ARTICLE 15 - NOTICES All notices required or permitted to be given or made in this Agreement shall be in writing. Such notice(s) shall be deemed to be duly given or made if delivered by hand, by certified or registered mail or by nationally recognized overnight courier to the address specified below: If to Lead Contracting Agency: LEAGUE OF OREGON CITIES 1201 Court St. NE Suite 200 Salem OR 97301 ATTN: Jamie Johnson-Davis Email: rfp@ORCities.org If to Vendor: L. N. CURTIS and SONS 185 Lennon Lane, Suite 110 Walnut Creek, CA 94598 ATTN: Nick Lawrence Email: nlawrence@lncurtis.com Either Party may change its notice address by giving the other Party written notice of such change in the manner specified above. ARTICLE 16 - FORCE MAJEURE Except for Purchaser’s obligation to pay for Products and Services delivered, delay in performance or non-performance of any obligation contained herein shall be excused to the extent such failure or non- performance is ca used by force majeure. For purposes of this Agreement, “force majeure” shall mean any cause or agency preventing performance of an obligation which is beyond the reasonable control of either Party hereto, including without limitation, fire, flood, sabotage, shipwreck, embargo, strike, explosion, labor trouble, accident, riot, acts of governmental authority (including, without limitation, acts based on laws or regulations now in existence as well as those enacted in the future), acts of nature, and delays or failure in obtaining raw materials, supplies or transportation. A Party affected by force majeure shall promptly provide notice to the other, explaining the nature and expected duration thereof, and shall act diligently to remedy the interruption or delay if it is reasonably capable of being remedied. In the event of a force majeure situation, deliveries or acceptance of deliveries that have been suspended shall not be required to be made upon the resumption of performance. Meeting Packet Page 48 of 220 9 ARTICLE 17 - WAIVER No delay or failure by either Party to exercise any right, remedy or power herein shall impair such Party’s right to exercise such right, remedy or power or be construed to be a waiver of any default or an acquiescence therein; and any single or partial exercise of any such right, remedy or power shall not preclude any other or further exercise thereof or the exercise of any other right, remedy or power. No waiver hereunder shall be valid unless set forth in writing executed by the waiving Party and then only to the extent expressly set forth in such writing. ARTICLE 18 - PARTIES BOUND; ASSIGNMENT This Agreement shall inure to the benefit of and shall be binding upon the respective successors and assigns of the Parties hereto, but it may not be assigned in whole or in part by Vendor without prior written notice to Purchaser which shall not be unreasonably withheld or delayed. ARTICLE 19 - SEVERABILITY To the extent possible, each provision of this Agreement shall be interpreted in such a manner as to be effective and valid under Applicable Law. If any provision of this Agreement is declared invalid or unenforceable, by judicial determination or otherwise, such provision shall not invalidate or render unenforceable the entire Agreement, but rather the entire Agreement shall be construed as if not containing the particular invalid or unenforceable provision or provisions and the rights and obligations of the Parties shall be construed and enforced accordingly. ARTICLE 20 - INCORPORATION; ENTIRE AGREEMENT 20.1 All the provisions of the Attachments hereto are hereby incorporated herein and made a part of this Agreement. In the event of any apparent conflict between any provision set forth in the main body of this Agreement and any provision set forth in the Attachments, including the RFP and/or Vendor’s Proposal, the provisions shall be interpreted, to the extent possible, as if they do not conflict. If such an interpretation is not possible, the provisions set forth in the main body of this Agreement shall control. 20.2 This Agreement (including Attachments and Contract Documents hereto) constitutes the entire Agreement of the Parties relating to the subject matter hereof and supersedes any and all prior written and oral agreements or understandings relating to such subject matter. ARTICLE 21 - HEADINGS Headings used in this Agreement are for convenience of reference only and shall in no way be used to construe or limit the provisions set forth in this Agreement. ARTICLE 22 - MODIFICATIONS This Agreement may be modified or amended only in writing executed by Vendor and the Lead Contracting Agency. The Lead Contracting Agency and each Participating Agency contracting hereunder acknowledge and agree that any agreement entered into in connection with any Purchase Order hereunder shall constitute a modification of this Agreement as between the Vendor and the Participating Agency. Any modification of this Agreement as between Vendor and any Participating Agency shall not be deemed a modification of this Agreement for the benefit of the Lead Contracting Agency or any other Participating Agency. Meeting Packet Page 49 of 220 10 ARTICLE 23 - GOVERNING LAW This Agreement shall be governed by and interpreted in accordance with the laws of the State of Oregon or in the case of a Participating Agency’s use of this Agreement, the laws of the State in which the Participating Agency exists, without regard to its choice of law provisions. ARTICLE 24 - COUNTERPARTS This Agreement may be executed in counterparts all of which together shall constitute one and the same Agreement. IN WITNESS WHEREOF, the Parties have executed this Agreement as of the day and year last written below. PURCHASER: Signature: ____________________________________ Printed Name: Title: ____________________________________________ LEAGUE OF OREGON CITIES Dated: ____________________________ VENDOR: Signature: ______________________________ Printed Name: Title: _____________________________ L.N. CURTIS & SON Dated: ____________________________ Meeting Packet Page 50 of 220 11 ATTACHMENT A to Master Price Agreement by and between VENDOR and PURCHASER. PRODUCTS, SERVICES, SPECIFICATIONS AND PRICES CURTIS LOC/NPPGov Self-Contained Breathing Apparatus (SCBA) Product Catalog FOB: Origin (add shipping) FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) Brand Product Description Discount Off List Contract Category Product Category Percentage (%) off List Price* (OR fixed price if % off pricing is not available) MSA SCBA, Model G1 20% Category 01: Open- Circuit and/or Closed- Circuit SCBA OPEN-CICUIT SELF-CONTAINED (SCBA) AND/OR CLOSED CIRCUIT SCBA SYSTEMS MSA Facepiece, Model G1 10% Category 02: Facepieces FACEPIECES MSA Regulators, RIC/UAC Connection 10% Category 03: Regulator System, I/M Pressure Hose, RIC UAC REGULATOR SYSTEM, INTERMEDIATE PRESSURE HOSE, RAPID INTERVENTION CREW/COMPANY UNIVERSAL AIR CONNECTION (RIC UAC) MSA Cylinders 10% Category 04: Cylinders CYLINDERS Avon SCBAs 10% Category 01: Open- Circuit and/or Closed- Circuit SCBA MAINTENANCE, SERVICE AND TESTING Avon Facepiece 10% Category 02: Facepieces OTHER Avon Regulators, RIC/UAC Connection 10% Category 03: Regulator System, I/M Pressure Hose, RIC UAC Avon Cylinders 10% Category 04: Cylinders CurtisCare Service & Maintenance, SCBA 2% Category 05 Maintenance, Service & Testing CurtisCare Testing, Mask Fit 2% Category 05. Maintenance, Service & Testing CurtisCare Testing, Cylinder Hydrotesting 2% Category 05. Maintenance, Service & Testing CurtisCare Mask Service & Mask Fitting 2% Category 05: Maintenance, Service & Testing CurtisCare Breathing Air 2% Category 05: Meeting Packet Page 51 of 220 12 Compressor Systems Maintenance, Service & Testing Honeywell SCBA Flow Tester (PosiChek) Net Category 05. Maintenance, Service & Testing OHD Mask Fit Tester 5% Category 05. Maintenance, Service & Testing Blast Mask Training, SCBA 10% Category 06. Other EagleAir Compressors, Breathing Air 5% Category 06. Other Grace Pass Device Net Category 06. Other Avon SCBA Parts & Accessories 10% Category 06. Other MSA SCBA Parts & Accessories 10% Category 06. Other Various N95 Respirators (medical) 10% Category 06. Other Various N95 Respirators (industrial) 10% Category 06. Other Pricing contained in this Attachment A shall be extended to all NPPGov members upon execution of the Intergovernmental Agreement. Meeting Packet Page 52 of 220 13 ATTACHMENT B to Master Price Agreement by and between VENDOR and PURCHASER. ADDITIONAL SELLER WARRANTIES To the extent possible, Vendor will make available all warranties from third party manufacturers of Products not manufactured by Vendor, as well as any warranties identified in this Agreement and Vendor’s Proposal. Meeting Packet Page 53 of 220 14 ATTACHMENT C to Master Price Agreement by and between VENDOR and PURCHASER. PARTICIPATING AGENCIES The Lead Contracting Agency in cooperation with National Purchasing Partners (NPPGov) entered into this Agreement on behalf of other government agencies that desire to access this Agreement to purchase Products and Services. Vendor must work directly with any Participating Agency concerning the placement of orders, issuance of the purchase orders, contractual disputes, invoicing, and payment. The Lead Contracting Agency shall not be held liable for any costs, damages, etc., incurred by any Participating Agency. Any subsequent contract entered into between Vendor and any Participating Agency shall be construed to be in accordance with and governed by the laws of the State in which the Participating Agency exists. Each Participating Agency is directed to execute an Intergovernmental Cooperative Purchasing Agreement (“IGA”), as set forth on the NPPGov web site, www.nppgov.com. The IGA allows the Participating Agency to purchase Products and Services from the Vendor in accordance with each Participating Agency’s legal requirements as if it were the “Purchaser” hereunder. Meeting Packet Page 54 of 220 15 ATTACHMENT D to Master Price Agreement by and between VENDOR and PURCHASER. Vendor’s Proposal (The Vendor’s Proposal is not attached hereto.) (The Vendor’s Proposal is incorporated by reference herein.) Meeting Packet Page 55 of 220 16 ATTACHMENT E to Master Price Agreement by and between VENDOR and PURCHASER. Purchaser’s Request for Proposal (The Purchaser’s Request for Proposal is not attached hereto.) (The Purchaser’s Request for Proposal is incorporated by reference herein.) Meeting Packet Page 56 of 220 17 ATTACHMENT F to Master Price Agreement by and between VENDOR and PURCHASER. ADDITIONAL VENDOR TERMS OF PURCHASE, IF ANY. Meeting Packet Page 57 of 220 Certificate Of Completion Envelope Id: 4943C26460FD469E986C2F138E09FF08 Status: Completed Subject: RFP 1920 SCBA LOC and Curtis MPA Source Envelope: Document Pages: 17 Signatures: 2 Envelope Originator: Certificate Pages: 5 Initials: 0 Bill DeMars AutoNav: Enabled EnvelopeId Stamping: Enabled Time Zone: (UTC-08:00) Pacific Time (US & Canada) 1100 Olive Way Suite 1020 Seattle, WA 98101 bill.demars@nppgov.com IP Address: 162.248.186.11 Record Tracking Status: Original 3/26/2020 1:29:43 PM Holder: Bill DeMars bill.demars@nppgov.com Location: DocuSign Signer Events Signature Timestamp Nick Lawrence nlawrence@lncurtis.com Director, Special Programs Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 98.210.41.56 Sent: 3/26/2020 1:32:13 PM Viewed: 3/26/2020 1:40:24 PM Signed: 3/26/2020 1:43:00 PM Electronic Record and Signature Disclosure: Accepted: 3/25/2020 4:42:06 PM ID: 29a19c89-942f-408d-bfc6-a5b2e12f16e0 Mike Cully mcully@orcities.org Executive Director Security Level: Email, Account Authentication (None)Signature Adoption: Drawn on Device Using IP Address: 71.63.237.219 Sent: 3/26/2020 1:43:02 PM Viewed: 3/26/2020 2:47:06 PM Signed: 3/26/2020 2:47:18 PM Electronic Record and Signature Disclosure: Accepted: 3/26/2020 2:47:06 PM ID: 9f3757d3-553c-45bf-88fa-afd4182773ad In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Carbon Copy Events Status Timestamp Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Meeting Packet Page 58 of 220 Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 3/26/2020 1:43:02 PM Certified Delivered Security Checked 3/26/2020 2:47:06 PM Signing Complete Security Checked 3/26/2020 2:47:18 PM Completed Security Checked 3/26/2020 2:47:18 PM Payment Events Status Timestamps Electronic Record and Signature Disclosure Meeting Packet Page 59 of 220 League of Oregon Cities IGA V1.0 Intergovernmental Cooperative Purchasing Agreement This Intergovernmental Agreement (Agreement) is by and between the “Lead Contracting Agency” and participating government entities (“Participating Agencies”), that are members of National Purchasing Partners (“NPPGov”), including members of Public Safety GPO, First Responder GPO, Law Enforcement GPO, Education GPO and EMS GPO that agree to the terms and conditions of this Agreement. The Lead Contracting Agency and all Participating Agencies shall be considered as “parties” to this agreement. WHEREAS, upon completion of a formal competitive solicitation and selection process, the Lead Contracting Agency has entered into Master Price Agreements with one or more Vendors to provide goods and services, often based on national sales volume projections; WHEREAS, NPPGov provides group purchasing, marketing and administrative support for governmental entities. NPPGov’s marketing and administrative services are free to its membership, which includes participating public entities and nonprofit institutions throughout North America. WHEREAS, NPPGov has instituted a cooperative purchasing program under which member Participating Agencies may reciprocally utilize competitively solicited Master Price Agreements awarded by the Lead Contracting Agency; WHEREAS, the Master Price Agreements provide that all qualified government members of NPPGov may purchase goods and services on the same terms, conditions and pricing as the Lead Contracting Agency, subject to applicable local and state laws of the Participating Agencies; WHEREAS, the parties agree to comply with the requirements of the Intergovernmental Cooperation Act as may be applicable to the local and state laws of the Participating Agencies; WHEREAS, the parties desire to conserve and leverage resources, and to improve the efficiency and economy of the procurement process while reducing solicitation and procurement costs; WHEREAS, the parties are authorized and eligible to contract with governmental bodies and Vendors to perform governmental functions and services, including the purchase of goods and services; and WHEREAS, the parties desire to contract with Vendors under the terms of the Master Price Agreements; Meeting Packet Page 60 of 220 League of Oregon Cities IGA V1.0 NOW, THEREFORE, the parties agree as follows: ARTICLE 1: LEGAL AUTHORITY Each party represents and warrants that it is eligible to participate in this Agreement because it is a local government created and operated to provide one or more governmental functions and possesses adequate legal authority to enter into this Agreement. ARTICLE 2: APPLICABLE LAWS The procurement of goods and services subject to this Agreement shall be conducted in accordance with and subject to the relevant statutes, ordinances, rules, and regulations that govern each party’s procurement policies. Competitive Solicitations are intended to meet the public contracting requirements of the Lead Contracting Agency and may not be appropriate under, or satisfy Participating Agencies’ procurement laws. It is the responsibility of each party to ensure it has met all applicable solicitation and procurement requirements. Participating Agencies are urged to seek independent review by their legal counsel to ensure compliance with all local and state solicitation requirements. ARTICLE 3: USE OF BID, PROPOSAL OR PRICE AGREEMENT a. A “procuring party” is defined as the Lead Contracting Agency or any Participating Agency that desires to purchase from the Master Price Agreements awarded by the Lead Contracting Agency. b. Each procuring party shall be solely responsible for their own purchase of goods and services under this Agreement. A non-procuring party shall not be liable in any fashion for any violation of law or contract by a procuring party, and the procuring party shall hold non-procuring parties and all unrelated procuring parties harmless from any liability that may arise from action or inaction of the procuring party. c. The procuring party shall not use this agreement as a method for obtaining additional concessions or reduced prices for similar goods and services outside the scope of the Master Price Agreement. d. The exercise of any rights or remedies by the procuring party shall be the exclusive obligation of such procuring party. e. The cooperative use of bids, proposals or price agreements obtained by a party to this Agreement shall be in accordance with the terms and conditions of the bid, proposal or price agreement, except as modified where otherwise allowed or required by applicable law, and does not relieve the party of its other solicitation requirements under state law or local policies. Meeting Packet Page 61 of 220 League of Oregon Cities IGA V1.0 ARTICLE 4: PAYMENT OBLIGATIONS The procuring party will make timely payments to Vendors for goods and services received in accordance with the terms and conditions of the procurement. Payment for goods and services, inspections and acceptance of goods and services ordered by the procuring party shall be the exclusive obligation of such procuring party. Disputes between procuring party and Vendor shall be resolved in accordance with the law and venue rules of the state of the procuring party. ARTICLE 5: COMMENCEMENT DATE This Agreement shall take effect after execution of the “Lead Contracting Agency Endorsement and Authorization” or “Participating Agency Endorsement and Authorization,” as applicable. ARTICLE 6: TERMINATION OF AGREEMENT This Agreement shall remain in effect until terminated by a party giving 30 days written notice to “Lead Contracting Agency” ARTICLE 7: ENTIRE AGREEMENT This Agreement and any attachments, as provided herein, constitute the complete Agreement between the parties hereto, and supersede any and all oral and written agreements between the parties relating to matters herein. ARTICLE 8: CHANGES AND AMENDMENTS This Agreement may be amended only by a written amendment executed by all parties, except that any alterations, additions, or deletions of this Agreement which are required by changes in Federal and State law or regulations are automatically incorporated into this Agreement without written amendment hereto and shall become effective on the date designated by such law or regulation. ARTICLE 9: SEVERABILITY All parties agree that should any provision of this Agreement be determined to be invalid or unenforceable, such determination shall not affect any other term of this Agreement, which shall continue in full force and effect. THIS INSTRUMENT HAS BEEN EXECUTED IN TWO OR MORE ORIGINALS BY EXECUTION AND ATTACHMENT OF “THE LEAD CONTRACTING AGENCY ENDORSEMENT AND AUTHORIZATION” OR “PARTICIPATING AGENCY ENDORSEMENT AND AUTHORIZATION,” AS APPLICABLE. ONCE EXECUTED, IT IS THE RESPONSIBILITY OF EACH PARTY TO FILE THIS AGREEMENT WITH THE PROPER AGENCY IF REQUIRED BY LOCAL OR STATE LAW. Meeting Packet Page 62 of 220 League of Oregon Cities IGA V1.0 LEAGUE OF OREGON CITIES ENDORSEMENT AND AUTHORIZATION The undersigned acknowledges, on behalf of the League of Oregon Cities (“Lead Contracting Agency”) that he/she has read and agrees to the general terms and conditions set forth in the enclosed Intergovernmental Cooperative Purchasing Agreement regulating use of the Master Price Agreements and purchase of goods and services that from time to time are made available by the League of Oregon Cities to Participating Agencies locally, regionally, and nationally through NPPGov. Copies of Master Price Agreements and any amendments thereto made available by the League of Oregon Cities will be provided to Participating Agencies and NPPGov to facilitate use by Participating Agencies. The undersigned understands that the purchase of goods and services under the provisions of the Intergovernmental Cooperative Purchasing Agreement is at the absolute discretion of the Participating Agencies. The undersigned affirms that he/she is an agent of the League of Oregon Cities and is duly authorized to sign this League of Oregon Cities Endorsement and Authorization. Date________________________________________ BY: ITS: League of Oregon Cities Contact Information: Contact Person: Address: 1201 Court St NE #200, Salem, OR 97301 Telephone No.: 503-588-6550 Email: Meeting Packet Page 63 of 220 League of Oregon Cities IGA V1.0 PARTICIPATING AGENCY ENDORSEMENT AND AUTHORIZATION The undersigned acknowledges, on behalf of ______________ (“Participating Agency”) that he/she has read and agrees to the general terms and conditions set forth in the enclosed Intergovernmental Cooperative Purchasing Agreement regulating use of the Master Price Agreements and purchase of goods and services that from time to time are made available by the Lead Contracting Agency to Participating Agencies locally, regionally, and nationally through NPPGov. The undersigned further acknowledges that the purchase of goods and services under the provisions of the Intergovernmental Cooperative Purchasing Agreement is at the absolute discretion of the Participating Agency and that neither the Lead Contracting Agency nor NPPGov shall be held liable for any costs or damages incurred by or as a result of the actions of the Vendor or any other Participating Agency. Upon award of contract, the Vendor shall deal directly with the Participating Agency concerning the placement of orders, disputes, invoicing and payment. The undersigned affirms that he/she is an agent of __________________ and is duly authorized to sign this Participating Agency Endorsement and Authorization. ______________________________ Date:______________ BY: _________________________ ITS: _________________________ Participating Agency Contact Information: Contact Person: ________________________ Address: ______________________________ ______________________________________ ______________________________________ Telephone No.:__________________________ Email:_________________________________ Meeting Packet Page 64 of 220 NOTICE OF SOLICITATION LEAGUE OF OREGON CITIES RFP NUMBER 1920 SOLICITATION FOR: FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) Notice is hereby given that the LEAGUE OF OREGON CITIES will accept sealed proposals for FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) at the address listed below, until 5:00 PM PST on JANUARY 24TH, 2020. Those proposals will be for the LEAGUE OF OREGON CITIES and members of National Purchasing Partners Government Division (“NPPGov”) across the nation, including but not limited to governmental units incorporated by “ATTACHMENT H” of the Request for Proposal (RFP), WIPHE members identified in “ATTACHMENT G” of the RFP, as well as government units in all other states (collectively, “Participating Agencies”). Significant sales potential exists because the resulting Master Price Agreement for national proposers will include piggy backing language that permits use of the Master Price Agreement nationwide which may allow Participating Agencies to forego duplicating the formal solicitation process and expend staff resources and funds. All Proposals must be signed, sealed and addressed to: Mailing Address: LOC PUBLIC “FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) RFP” #1920 LEAGUE OF OREGON CITIES c/o Procurement Coordinator 1201 Court St. NE Suite 200 Salem, OR 97301 All Proposals must clearly state RFP #1920 and Proposing company’s full name on the OUTERMOST packaging. NOTE: THE LEAGUE OF OREGON CITIES WILL NOT ACCEPT PROPOSAL ENVELOPES WITH INSUFFICIENT POSTAGE. INQUIRIES: LOC “FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) RFP” #1920 LEAGUE OF OREGON CITIES c/o Procurement Coordinator 1201 Court St. NE Suite 200 Salem, OR 97301 rfp@orcities.org The solicitation documents may be reviewed at the office address listed above. NOTE: NOTICES OF SOLICITATION WILL BE PUBLISHED IN THE OREGON DAILY JOURNAL OF COMMERCE AND THE USA TODAY. Meeting Packet Page 65 of 220 IMPORTANT PLEASE READ BEFORE SUBMITTING YOUR PROPOSAL SOLICITATIONS FOR: FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) 1.0 INTENT: 1.1 GENERAL INTENT The LEAGUE OF OREGON CITIES (“LOC”) serves as the “Lead Contracting Agency” for this solicitation on behalf of its members, and as authorized by the LOC Intergovernmental Agreement, which is an agreement for intergovernmental cooperation among select local Oregon governments and recognized under ORS Chapter 190. LOC, in association with the members of National Purchasing Partners, LLC dba NPPGov (hereinafter referred to as “NPPGov”), comprises a cooperative procurement group. NPPGov membership includes government entities, non-profit organizations across the nation, members of Public Safety GPO, First Responders GPO, and Law Enforcement GPO, Hawaii, and Oregon local government units (ATTACHMENT H), and WIPHE members (ATTACHMENT G), as well as all other government units in all other states, as authorized under the terms of the Intergovernmental Cooperative Purchasing Agreement executed by all Lead Contracting and Participating Agencies (the foregoing list of entities hereinafter referred to as “Participating Agencies”). This procurement group is soliciting proposals from qualified companies (hereinafter referred to as “Proposer”) to enter into a Master Price Agreement for FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA). The intent of this Interstate Cooperative Procurement Solicitation (hereinafter referred to as “Solicitation” or “RFP”) is to invite Proposers to submit a competitive pricing proposal offering FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) to LOC, which will then be made available to NPPGov members locally and nationwide; to reduce expenses by eliminating multiple requests for proposals and multiple responses by Vendors; and to obtain discounted pricing through volume purchasing. Significant sales potential exists because the Master Price Agreement will be used nationwide which may allow Participating Agencies to forego duplicating the formal solicitation process and expend staff resources. Preferably, the successful Proposer will provide its entire catalog of products and/or services in order that Participating Agencies who wish to access the Master Price Agreement may order a broad range of goods and services as needed. With the exception of successful local Proposer(s) capable of servicing LOC and Participating Agencies within the state of Oregon, successful Proposer(s) should have a strong national presence for FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) for use by government agencies nationwide. This Solicitation meets Oregon public contracting requirements (ORS 279A et. seq.) and may not be appropriate under or meet Participating Agencies’ procurement laws. Participating Agencies are urged to seek independent review by their legal counsel to ensure compliance with all local and state solicitation requirements. 1.2 POTENTIAL MARKET Meeting Packet Page 66 of 220 The LOC is publishing this RFP to create publicly awarded contracts for use by its members, which may also benefit the thousands of fellow members of NPPGov, Public Safety GPO, First Responders GPO, and Law Enforcement GPO. These are nationwide programs representing member government agencies in all 50 states. We encourage each Proposer’s response to be a collaborative effort including manufacturer and distributor (when they are not the same company) to ensure nationwide contract utilization. Proposer’s response should also take into consideration the considerable market potential for this Solicitation. Because the successful proposal will be incorporated into a nationwide cooperative procurement program including tens of thousands of state, local government and non-profit participants from all 50 states, the LOC believes that contracts created from this Solicitation will provide vendors with a significant market advantage. Members of NPPGov, Public Safety GPO, First Responders GPO, and Law Enforcement GPO and current vendors who participate in the program indicate the ability to shorten the sale cycle by eliminating the need to complete individual RFP processes is a significant advantage to participation. The LOC believes that participation in the NPPGov purchasing program benefits both its Participating Agencies and successful Proposers. NPPGov engages with successful proposers who complete the Vendor Administration Agreement through a marketing and sales partnership. This partnership includes (but is not limited to) contract promotion to members, contract administration support to potential customers and live customer phone support. 1.3 REQUIREMENTS 1.3.1 The RFP and resulting Master Price Agreement are anticipated for use by the LOC’s government members, as well as other Participating Agencies across the nation. The LOC has entered into an Intergovernmental (interlocal) Cooperative Purchasing Agreement with other Participating Agencies for the purpose of obtaining Master Price Agreements with various vendors. Interlocal cooperative purchasing agreements allow Participating Agencies to make purchases at the LOC’s accepted proposal price, terms and conditions, provided that the Participating Agency has satisfied all of its local and state cooperative procurement requirements. By submitting a proposal, the Proposer(s) agrees to make the same proposal terms and price, exclusive of any possible rebates, incentives, freight and transportation fees, available to other Participating Agencies. The LOC and NPPGov will not incur any direct liability with respect to specifications, delivery, payment, or any other aspect of purchases by such Participating Agencies or nonprofit institutions. The Intergovernmental Cooperative Purchasing Agreement is incorporated by reference herein and is available upon request — See Attachment A. The successful Proposer must work directly with the Participating Agencies concerning the placement of orders, disputes, invoicing and payment. The LOC and NPPGov shall not be held liable for any costs or damages incurred by or as a result of the actions of the Vendor or any Participating Agency. Successful Proposers must comply with the state and local laws, rules and regulations in each state and locality where the product or service is provided. 1.3.2 Each Participating Agency shall execute a Participating Agency Endorsement and Authorization included in the Intergovernmental Cooperative Purchasing Agreement. While the terms of the Master Price Agreement shall govern the general pricing terms, each Participating Agency may request modification of the Master Price Agreement in accordance with each Participating Agency’s state and/or local purchasing laws, rules, regulations and procedures, provided said modifications are not material changes. Each Participating Agency may, at its discretion, and upon written agreement by the Participating Agency and Successful Proposer, request additional legal and procedural provisions not included herein that the successful Proposer must adhere to if it wishes to conduct business with said Participating Agency using the Master Price Agreement. 1.3.3 NPPGov, Public Safety GPO, First Responders GPO, and Law Enforcement GPO provide vendor exposure/marketing and contract utilization support for the successful Proposer’s products and services. Successful Proposers servicing the awarded contract to Participating Meeting Packet Page 67 of 220 Agencies shall pay a Contract Administration Fee representing 2% percent of actual net sales under the Master Price Agreement as established in the NPPGov Vendor Administration Agreement (available upon request). Administration fee may not be listed or charged as a separate line item to users of the contract. The value of trade-ins or rebates shall not affect the amount of the administration fee paid to NPPGov. 1.4 MULTIPLE AWARDS Multiple awards may be granted to meet the requirements of this Solicitation provided that such awards are differentiated by product make and model, service, and/or distribution regions and capabilities of the successful Proposers. Specifically, the LOC may award separate contracts to Proposers in order to cover all local and national geographical markets, electronic purchasing capabilities, and products and services identified in this Request for Proposal, as well as the diverse and large number of Participating Agencies. The award of multiple contracts is to be determined upon receipt and review of all proposals, and based upon the general criteria provided herein. The LOC may solicit proposals from local qualified companies with or without a national presence provided that the successful Proposer is able to provide the LOC with the products and services requested. Multiple awards will ensure fulfillment of current and future requirements of the diverse and large number of Participating Agencies. In the event a local Proposer with no national distribution capabilities best meets the proposal selection criteria, multiple local and nationwide responsive proposals may be awarded simultaneously in the best interests of local commerce, compliance with local laws, and the Participating Agencies nationwide. Proposers should be able to serve the needs of Participating Agencies on a national basis. However, this requirement shall not exclude local Proposers without a national presence that are capable of meeting the requirements of the LOC within the state of Oregon. 1.5 CONTRACT USAGE The actual utilization of any Master Price Agreement will be at the sole discretion of LOC and the other Participating Agencies. It is the intent of this Request for Proposal and resulting Master Price Agreement that Participating Agencies may buy directly from Successful Proposers without the need for further solicitation. However, Participating Agencies are urged to seek independent review by their legal counsel to ensure compliance with all local and state solicitation requirements as well as the need of further notice prior to utilizing the Master Price Agreement 1.6 BACKGROUND OF NPPGov NPPGov, owned by two non-profit healthcare organizations, provides group purchasing opportunities and purchasing administrative support for governmental entities and nonprofit institutions within its membership. NPPGov’s membership includes participating public and nonprofit entities across North America. 1.7 EQUAL OPPORTUNITY The LOC encourages Minority and Women-owned Small Business Proposers to submit proposals. 1.8 QUALIFIED REHABILITATION FACILITIES Oregon Public Agencies are prohibited from use of products and services offered under this contract that are already provided by qualified nonprofit agencies for disabled individuals as listed on the Department of Administrative Service’s Procurement List pursuant to ORS 279.835 ORS 279.855. Please see www.OregonRehabilitation.org/qrf for more information. 2.0 SCOPE OF WORK: 2.1 REQUIREMENTS OF PROPOSERS SUBMITTING A RESPONSE: Meeting Packet Page 68 of 220 Proposers must present clear and concise evidence indicating Proposer’s ability to comply with the requirements stated herein and to provide and deliver the specified products and services to Participating Agencies. 2.1.1 PROPOSER COMMITMENTS Each Proposer is required to commit to low pricing, and accurate and timely reporting to NPPGov pursuant to the reporting requirements identified in the NPPGov Vendor Administration Agreement (available upon request). In addition, successful Proposer(s) with a national presence must commit to marketing of the Master Price Agreement nationwide and that the sales force will be trained, engaged and committed to offering NPPGov pricing to member government agencies nationwide, including the opportunity for NPPGov to train the Vendor sales staff. 2.1.2 PROPOSERS MUST COMPLETE “ATTACHMENT B” – PROPOSER PROFILE WORKBOOK”. 2.2 PRODUCTS AND SERVICES: 2.2.1 Provide a description of the FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) offered as set forth in ATTACHMENT C. The primary objective is for the Proposer(s) to provide the Proposer(s)’s entire catalog of products and services (“catalog discount”) that are responsive to this RFP so that Participating Agencies may order a broad range of products and services as appropriate for their needs. Anticipated future models and related products/services that may be offered during the term of the resulting Master Price Agreement should also be in included in Vendor’s Proposal. 2.2.2 All products offered must be new, unused and the most current product lines, unless otherwise clearly identified as remanufactured goods. 2.2.3 Describe any special programs that Proposer offers that shall improve the ability of the Participating Agencies to access the products, such as retail store availability, expedited delivery intervals, item sourcing, or other unique plans and services. 2.2.4 Additional Benefits: Proposer shall identify any other added value it offers to the LEAGUE OF OREGON CITIES (“LOC”) and Participating Agencies (e.g. convenience cards, individual/member discounts, additional admin fee, etc.) 2.3 PRICING: 2.3.1 Pricing for the products and services may be based on “ATTACHMENT D” - PRICING SCHEDULE as follows: A A fixed percentage (%) off marked price based on the Proposer’s catalog or retail store price for each CATEGORY specified in ATTACHMENT D – PRICING SCHEDULE. Proposer shall identify the catalog used. Option (A) is preferred. If option (A) is not feasible proposer may use option (B) provided Proposer includes a justification. B Alternatively, contract pricing may be based upon fixed prices (contingencies for economic price adjustments must be identified in the proposal), or a combination fixed percentage off and firm fixed prices. Proposer may offer additional discounts to LOC and Participating Agencies based on volume. If proposers are responding with option “B”, proposers may request price increases based on manufacturer costs, cost of labor and/or materials that must be supported by Meeting Packet Page 69 of 220 appropriate documentation. If LOC agrees to the price modification, LOC may approve in writing, including electronic mail, without the need for a written amendment to the Master Price Agreement. 2.3.2 Proposers may also add additional products and services provided that any additions reasonably fall within the intent of the original RFP specifications. Pricing on additions shall be equivalent to the percentage discount for other similar products. Proposer may provide a web-link with current product listings, which may be updated periodically, as allowed by the terms of the resulting Master Price Agreement. Proposer may replace or add product lines to an existing contract if the line is replacing or supplementing products on contract, is equal or superior to the original products offered, is discounted in a similar or to a greater degree, and if the products meet the requirements of the solicitation. No products may be added to avoid competitive procurement requirements. LOC may reject any additions without cause. 2.3.3 Explain any additional pricing incentives that may be available such as large volume purchases, cash terms, or rebates to Participating Agencies. However, steeper discounts are preferred to rebates. 2.3.4 All pricing proposals shall clearly explain how freight and/or delivery costs are determined as described in ATTACHMENT D PRICING SCHEDULE herein. 2.4 TAX: Proposers shall strictly adhere to all federal, state and local tax requirements applicable to their operation, and to any contract or activity resulting from this Solicitation. 3.0 SPECIAL TERMS & CONDITIONS: 3.1 MASTER PRICE AGREEMENT TERM: As a result of this Solicitation the successful Proposer(s) shall be awarded a Master Price Agreement for a three (3) year period. The Master Price Agreement may be extended up to a maximum of three (3) additional one (1) year periods. 3.2 MASTER PRICE AGREEMENT ACCESS PROVISIONS Utilization of the Master Price Agreement will be at the discretion of the LEAGUE OF OREGON CITIES (“LOC”) and Participating Agencies. The LOC shall be under no obligation to purchase off of the Master Price Agreement. Assuming all local competitive solicitation requirements have been met, Participating Agencies may purchase directly from the successful Proposer(s) without the need for further solicitation. 3.3 INDEMNIFICATIONS AND INSURANCE: Indemnification and insurance requirements will vary based on the nature of the RFP. Proposer is responsible for submitting appropriate indemnification and insurance coverage as applicable. 3.3.1 Indemnification The successful Proposer shall indemnify the LOC and NPPGov as specified in the Master Price Agreement. 3.3.2 Insurance Requirements. Proposer(s), at Proposer(s)’s own expense, shall purchase and maintain the herein stipulated Meeting Packet Page 70 of 220 minimum insurance from a reputable company or companies duly licensed by the State of Oregon. In lieu of State of Oregon licensing, the stipulated insurance may be purchased from a company or companies that are authorized to do business in the State of Oregon, provided that said insurance companies meet the approval of the LOC. Proposer(s)’s insurance shall be primary insurance with respect to the LOC, and any insurance or self-insurance maintained by the LOC shall not contribute to it. Award of this Solicitation is contingent upon the required insurance policies and/or endorsements identified herein. The LOC shall not be obligated to review such policies and/or endorsements or to advise Proposer(s) of any deficiencies in such policies and endorsements, and such receipt shall not relieve Proposer(s) from, or be deemed a waiver of the LOC’s right to insist on strict fulfillment of Proposer(s)’s obligations under this RFP. The insurance policies required by this RFP, except Workers’ Compensation, shall name the LOC, its agents, representatives, officers, directors, officials and employees as an Additional Insured. The policies required hereunder, except Workers’ Compensation, shall contain a waiver of transfer of rights of recovery (subrogation) against the LOC, its agents, representatives, officers, directors, officials and employees for any claims arising out of Proposer(s)’s work or service. 3.3.3 Commercial, automobile and workers’ compensation insurance. 3.3.3.1 Commercial General Liability. Proposer(s) shall maintain Commercial General Liability Insurance (CGL) and, if necessary, Commercial Umbrella Insurance. The policy shall include coverage for bodily injury, broad form property damage, personal injury, products and completed operations and blanket contractual coverage including, but not limited to, the liability assumed under the indemnification provisions of the Master Price Agreement. 3.3.3.2 Automobile Liability. Proposer(s) shall maintain Automobile Liability Insurance and, if necessary, Commercial Umbrella Insurance. If hazardous substances, materials, or wastes are to be transported, MCS 90 endorsement shall be included. 3.3.3.3 Workers’ Compensation and Employer’s Liability. Proposer(s) shall carry Workers’ Compensation insurance to cover obligations imposed by federal and state statutes having jurisdiction over Proposer(s)’s employees engaged in the performance of the work or services, as well as Employer’s Liability insurance. In case any work is subcontracted, Proposer(s) will require the SubProposer(s) to provide Workers’ Compensation and Employer’s Liability insurance to at least the same extent as required of Proposer(s). 4.0 SCHEDULE, RESPONSE PREPARATION AND SUBMISSION 4.1 SCHEDULE OF EVENTS 4.1.1 Publication of Request for Proposal Publication of this Solicitation conforms with ORS 279B, to include Public Notice by publication in a newspaper of general circulation in the area where the LEAGUE OF OREGON CITIES (“LOC”) is located no less than 30 days prior to the proposal due date, as well as posting of the Public Notice on the web site that typically posts Public Notices concerning the LOC. Meeting Packet Page 71 of 220 Solicitation Notice Publication: NOVEMBER 12TH, 2019 4.1.2 Question and Answer period The LOC will post questions and answers concerning this Solicitation no later than 10 days prior to the proposal due date. All questions shall be submitted in writing via email to 1920, Contract Manager, at rfp@orcities.org. The LOC reserves the right to accept and answer questions after the question and answer period has expired. All questions and answers will be posted on the LOC website at www.orcities.org. 4.1.3 Submission of Proposals There will be no mandatory pre-proposal meeting. All questions must be submitted via email as directed above. If necessary, questions can be submitted in writing to LEAGUE OF OREGON CITIES, c/o Procurement Coordinator , 1201 Court St. NE, Suite 200, Salem, OR 97301 or rfp@orcities.org. Close date: Deadline for submission of proposals is 5:00 PM PST, on JANUARY 24TH, 2020. The LOC must receive all proposals before 5:00 PM PST on the above date of closing in the office of the LEAGUE OF OREGON CITIES, c/o Procurement Coordinator , Executive Director, 1201 Court St. NE, Suite 200, Salem, OR 97301. Approximate date of opening: 9:00 AM PST on JANUARY 24TH, 2020 at the office of the LEAGUE OF OREGON CITIES, c/o Procurement Coordinator , 1201 Court St. NE, Suite 200, Salem, OR 97301. Proposal selection: JANUARY 24TH, 2020 to MARCH 5TH, 2020. Approximate date of award: MARCH 5TH, 2020. All responses to this Solicitation become the property of the LOC. Proposers should mark those aspects of the proposal that they consider trade secrets and exempt from public disclosure. The LOC will not be held accountable if parties other than the LOC obtain material from proposal responses without the written consent of the Proposer(s). 4.1.4 Withdrawal of Proposal The Proposer(s) may withdraw its proposal at any time prior to the hour and date set for the receipt of proposals. Withdrawal will not preclude the submission of another proposal prior to the deadline. 4.2 REVIEW, INQUIRIES AND NOTICES: 4.2.1 The solicitation documents may be reviewed in person at the following address: LEAGUE OF OREGON CITIES 1201 Court St. NE Suite 200 Salem, OR 97301 All inquiries concerning information herein shall be addressed to: LEAGUE OF OREGON CITIES c/o Procurement Coordinator 1201 Court St. NE Suite 200 Salem, OR 97301 Meeting Packet Page 72 of 220 Administrative telephone inquiries shall be addressed to: Procurement Coordinator Email inquiries shall be addressed to: rfp@orcities.org Inquiries are required to be submitted by email to the Administrative Contact listed above. No oral communication is binding on the LOC. 4.2.2 Proposal Interpretation of the RFP Documents and Issuance of Addenda If any Proposer(s) finds discrepancy in, or omissions from, or is in doubt to the true meaning of any part of the RFP document, he/she shall submit a written request for a clarification or interpretation thereof to: LEAGUE OF OREGON CITIES c/o Procurement Coordinator 1201 Court St. NE Suite 200 Salem, OR 97301 Any request for clarification or interpretation must be received at least ten (10) calendar days prior to the RFP date of closing. The LOC is not responsible for any explanation, clarification, interpretation, or approval made or given in any manner, except by addenda. Addenda, if necessary, will be issued not later than five (5) days prior to the RFP date of closing by publication on the LOC’s web site and NPPGov website. Oral interpretations or statements cannot modify the provisions of this Request for Proposal. If inquiries or comments by Proposers raise issues that require clarification by the LOC, or the LOC decides to revise any part of this Request for Proposal, addenda will be published and provided to all persons who receive the Request for Proposal. Receipt of an addendum must be acknowledged by signing and returning it with the proposal. 4.3 INSTRUCTIONS FOR PREPARING AND SUBMITTING PROPOSALS: Proposers are to provide two (2) hard copies and two (2) electronic copies of the complete proposal. Each electronic copy is to be submitted on a USB flash drive with the core response in a file less than 10 MB, when possible. Electronic files may be used by the Evaluation Committee so they should be organized and named in an easy to understand manner. Proposers are to address proposals identified with return address, RFP number and title in the following manner: LOC “FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA)RFP” #1920 LEAGUE OF OREGON CITIES c/o Procurement Coordinator , Contract Manager 1201 Court St. NE Suite 200 Salem, OR 97301 All prices shall be held firm for a period of sixty (60) days after the Solicitation date of closing. Any Proposer may withdraw its proposal if a Master Price Agreement has not been executed within sixty (60) Meeting Packet Page 73 of 220 days from the RFP date of closing. 4.4 EXCEPTIONS AND DEVIATIONS TO THE RFP The Proposer shall identify and list all exceptions taken to all sections of this RFP and list these exceptions, referencing the section (paragraph) where the exception exists and stating the proposed revision. The Proposer shall list these exceptions under the heading, “Exception to the Solicitation, RFP Number 1920.” Exceptions not listed under the heading “Exception to the Solicitation, RFP Number 1920.” shall be considered invalid. The LOC reserves the right to reject exceptions, render the proposal non-responsive, enter into negotiation on any of the Proposer exceptions, or accept any or all exceptions. The Proposer shall detail any and all deviations from specifications, if any, contained in this Solicitation and Attachments, as requested. The LOC may accept or reject deviations, and all LOC decisions shall be final. 4.5 RESPONSE FORMAT AND CONTENT: To aid in the evaluation, it is desired that all proposals follow the same general format. The proposals are to be submitted in binders and have sections tabbed as follows: 4.5.1 Letter of Transmittal 4.5.2 Table of Contents 4.5.3 Short introduction and executive summary. This section shall contain an outline of the general approach utilized in the proposal. 4.5.4 The proposal should contain a statement of all of the programs and services proposed, including conclusions and generalized recommendations. Proposals should be all-inclusive, detailing the Proposer’s best offer. Additional related services should be incorporated into the proposal, if applicable. 4.5.5 Qualifications – This section shall describe the Proposer’s ability and experience related to the programs and services proposed. 4.5.6 Exceptions to the Solicitation, RFP Number 1920. 4.5.7 PRICING SCHEDULE (“ATTACHMENT D”). 4.5.8 PROPOSER PROFILE WORKBOOK (“ATTACHMENT B”). 4.5.9 Complete, Current Catalog Pricing shall be submitted on a USB flash drive. 4.5.10 Format Proposal to specifically address each individual sub-section and sub-set of the SCOPE OF WORK (Section 2.0). 4.5.11 Signed Addenda, if any. 4.5.12 Proposal Final Certification. 5.0 EVALUATION AND POST SUBMISSION 5.1 EVALUATION OF PROPOSAL – SELECTION FACTORS: LOC will evaluate each Proposal and prepare a scoring of each Proposal. Each Proposal received and reviewed shall be awarded points under each criterion solely on the judgment and determination of the Meeting Packet Page 74 of 220 Evaluation Committee and the LOC. There is a maximum score of 500 points and Proposer’s average total score must be at least 200 points for consideration of an award. Proposals will be evaluated on the following criteria and further defined in the Proposal Evaluation Form (ATTACHMENT E) utilizing the point system indicated on the form: 1) Pricing 2) Product Line (within each category) 3) Marketing 4) Customer Service 5) Proven Experience & References 6) Coverage 7) Conformance At the LOC’s discretion, Proposers may be invited to make presentations to the Evaluation Committee. LOC reserves the right to make multiple awards to meet the national membership needs of this Solicitation. 5.1.1 Additional criteria/preferences that are not necessarily awarded points. 5.1.1.1 Pursuant to ORS 279A.128, Lead Contracting Agency shall give preference to goods fabricated or processed within state or services performed within state. 5.1.1.2 Pursuant to ORS 279A.125, Lead Contracting Agency shall give preference to the procurement of goods manufactured from recycled materials. 5.1.1.3 Pursuant to ORS 279A.120, Lead Contracting Agency shall give preference to goods and services that have been manufactured or produced within the State of Oregon if price, fitness, availability and quality are otherwise equal; and the Lead Contracting Agency shall add a percent increase to the proposal of a nonresident Proposer equal to the percent, if any, of the preference given to the Proposer in the state in which the Proposer resides. All Proposers shall identify the state to which it is a resident bidder. 5.1.1.4 Lead Contracting Agency shall consider proposals for printing, binding and stationary work in accordance with ORS 282.210, incorporated herein by this reference. 5.1.1.5 Proposer shall comply with all federal, state and local laws applicable to the work under the Master Price Agreement awarded as a result of this Solicitation, including, without limitation, the provisions of ORS 279A and ORS 279B, including those provisions set forth on “ATTACHMENT F”, attached hereto and incorporated herein by this reference. 5.1.1.6 Pursuant to Section 1.7, the Lead Contracting Agency encourages Minority and Women-owned Small Business Proposers to submit proposals. 5.2 RIGHT OF LEAGUE OF OREGON CITIES TO AWARD OR REJECT PROPOSALS 5.2.1 The Request for Proposal does not commit the LOC to award a Master Price Agreement for the products or services specified within the Request for Proposal document. The LOC may cancel the procurement or reject any or all proposals in accordance with ORS 279B.100. Under no circumstance will the LOC pay the costs incurred in the preparation of a response to this request. 5.2.2 The LOC reserves the right to: 5.2.2.1 Accept or reject any or all proposals and proposal terms and conditions received as a result of the Request for Proposals; 5.2.2.2 Accept a proposal and subsequent offers for a Master Price Agreement from proposer(s) other than the lowest cost proposer; 5.2.2.3 Waive or modify any irregularities in proposals received after prior notification to the Proposer(s). 5.2.3 The award, if there is one, will be made to that Proposer(s) who is determined to be the most qualified, responsible and responsive within a competitive price range based upon the evaluation of the information furnished under this RFP. Meeting Packet Page 75 of 220 5.3 PROTEST PROCESS A prospective Proposer may protest the procurement process of the Solicitation for an Agreement solicited under ORS 279B. Before seeking judicial review, a prospective Proposer must file a written protest with the LOC and exhaust all administrative remedies. Written protests must be delivered to the LOC at 1201 Court St. NE, Suite 200, Salem, OR 97301 not less than ten (10) days prior to the date upon which all proposals are due. The written protest shall contain a statement of the desired changes to the procurement process or Solicitation document that the protester believes will remedy the conditions upon which the protest is based. The LOC shall consider the protest if it is timely filed and meets the conditions set forth in ORS 279B.405. The LOC shall respond pursuant to ORS 279B.405. If the LOC upholds the protest, in whole or in part, the LOC may in its sole discretion either issue an Addendum reflecting its disposition or cancel the procurement or solicitation. The LOC may extend the due date of proposals if it determines an extension is necessary to consider and respond to the protest. A Proposer may protest the Award of the Contract, or the intent to Award the Contract, if the conditions set forth in ORS 279B.410 are satisfied. Judicial review of the protest and the LOC’s decision shall be governed by ORS 279B.415. 5.4 NON-ASSIGNMENT If a Master Price Agreement is awarded, Proposer shall not assign the Agreement in part or in total. 5.5 POST AWARD MEETING: The successful Proposer(s) may be required to attend a post-award meeting with the LOC to discuss the terms and conditions of the Master Price Agreement. 5.6 PROPOSAL FINAL CERTIFICATION The Proposer must certify the following: a) I hereby certify that the Proposal contained herein fully and exactly complies with the instruction for proposers and specifications as they appear in this Notice of Solicitation. b) I hereby further certify that I am authorized by the Board of Directors or Corporate Officers of the Corporation to sign the Requests for Proposals and proposals in the name of the corporation listed below: Proposer Name: ____________________________________________ Signature: _________________________________________________ Name Typed: ______________________ Title: ___________________ Proposer is a resident bidder of the state of _______________________ Date: _____________________ Meeting Packet Page 76 of 220 ATTACHMENT A INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENT (The Intergovernmental Cooperative Purchasing Agreement is not attached hereto, but the current version is available upon request from the Lead Public Agency) (The Intergovernmental Cooperative Purchasing Agreement is incorporated by reference herein) Meeting Packet Page 77 of 220 ATTACHMENT B Proposer Profile Workbook to be completed by all responders as directed herein (fillable form available upon request) 1.0 GENERAL QUESTIONS: Section 1.1 only to be completed by vendors with a national presence; i.e. vendors with a sales territory in 25 states or more. 1.1 The “Yes” or “No” questions below are to help evaluators familiarize themselves with national vendors. Indicate “Yes” or “No” as it applies to your company. Do you have a national sales force adequate in size to meet the demands of multiple agencies and their unique needs for the products and services listed herein? Yes No Do you have a national distribution network that will support sales resulting from this RFP? Yes No Can you provide product availability to meet the requirements for materials and services listed herein for government and nonprofit agencies nationwide in a timely manner? Yes No Does your company have the ability to provide toll-free telephone/fax access, and an online presence? Yes No Can you provide a single point of contact (National Account Manager) to interact with the lead agency and NPPGov staff? Yes No Are you a strong competitor in the industry with a minimum of three consecutive years of demonstrated success in all business practices and pursuits? Yes No 1.2 Provide at least three references of government agencies within the United States that have purchased products/services from Proposer similar to those specified in this solicitation within the last year. If proposed products/services are new to market, please use most similar business references available. Include: Agency name and address Contact name, phone and email Description of products/services sold and date. LOC may use other information, however learned, in evaluation of the response. 1.3 OPTIONAL: If a Dun and Bradstreet Comprehensive Report (or similar) for your company is available, please submit it with your response. 1.4 OPTIONAL: Attach any case studies, white papers and/or testimonials supporting your company and products/services. Meeting Packet Page 78 of 220 2.0 ABOUT PROPOSER: 2.1 State of incorporation: 2.2 Federal Tax Identification Number: 2.3 If applicable to the product(s) and/or service(s), describe the Proposer’s ability to conduct E- commerce or online ordering. [Insert response in box below] 2.4 Describe Proposer’s system for processing orders from point of customer contact through delivery and billing. [Insert response in box below] 2.5 Describe Proposer’s ability to provide detailed electronic reporting of quarterly sales correlated with NPPGov Member ID numbers of Participating Agency purchases as set forth in Addendum A to Vendor Administration Agreement (VAA), a copy of which is available upon request from the LOC. [Insert response in box below] 2.6 Describe the capacity of Proposer to meet Minority and Women Business Enterprises (MWBE) preferences, which may vary among Participating Agencies. [Insert response in box below] 2.7 Proposer acknowledges compliance with Davis Bacon wage requirements where labor is concerned by indicating “yes” or “no” below. 2.8 By submitting a Proposal in response to this RFP, Proposer agrees, if applicable, to comply with all applicable provisions of Title 2, Subtitle A, Chapter II, PART 200—UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS contained in Title 2 C.F.R. § 200 et seq. Indicate “yes” or “no” below. 2.9 Complete Exhibit 1, located at the end of this workbook. 3.0 DISTRIBUTION SYSTEM: 3.1 Describe distribution of products and/or services available in Proposer’s response through Proposer’s distribution system (including Alaska and Hawaii), including any limitations. [Insert response in box below] 3.1.A Is it your intent to offer the proposed products and/or services through a designated distribution/dealer network, indicate “yes” or “no” below? Meeting Packet Page 79 of 220 YES NO 3.2 Provide Proposer’s shipping and delivery policy, including standard delivery time and any options and costs for expedited delivery and return policies. [Insert response in box below] 3.3 Third party and/or subcontracting may be allowed. If applicable, detail the sub-contracting process (ordering, shipment, invoicing, billing) for those products not carried in Proposer’s distribution center. Alternatively, if proposer utilizes a third-party ordering, shipment, invoicing or billing partner, please describe in detail. [Insert response in box below] 3.4 What is Proposer’s backorder policy? Is your policy to classify as “immediate or cancel” (requiring the Participating Agency to reorder if item is backordered) or “good until cancelled”? [Insert response in box below] 3.5 Indicate whether the Proposer has any dealer or distributors that are authorized to fulfil purchases? Yes No [Circle one] 3.6 If answered yes to 3.5, include a copy of or link to authorized dealers or distributors. 4.0 MARKETING: 4.1 Outline Proposer’s plan for marketing the Products and Services to the Participating Agencies on a local and national basis. Include any marketing incentives such as committed dollars for advertising, conferences/travel and custom marketing materials. [May attach marketing plan or insert response in box below] 4.2 Explain how Proposer will educate its local and national sales force about the use of the Master Price Agreement. [Insert response in box below] 4.3 Indicate the Proposer’s willingness to allow training to its local and national sales force about the Meeting Packet Page 80 of 220 use of the Master Price Agreement. [Insert response in box below] 5.0 POINT OF CONTACT: Proposer POC who will administer, coordinate, and manage this program with NPPGov and the LEAGUE OF OREGON CITIES: Contact Person: Title: Mailing Address: City: State & Zip: Email Address: Phone #: Fax #: Attach current resume of National Account Manager that will be the POC managing this contract. 6.0 CUSTOMER SUPPORT SERVICES: Explain Proposer’s policy regarding each of the following if applicable to product(s) and/or service(s): 6.1 Auditing for order completeness. [Insert response in box below] 6.2 Replacement policy (i.e., damaged or defective goods). [Insert response in box below] 6.3 Minimum order requirement (e.g., Individual item vs. case lot). [Insert response in box below] 6.4 Customer service hours/days of operation [Insert response in boxes below] Monday: Tuesday: Wednesday: Thursday: Friday: Saturday: Sunday: 6.5 Special Orders. [Insert response in box below] 6.6 Post sale services issues. [Insert response in box below] 6.7 Repair services, including repair warranty programs, if any. Proposer shall identify, where applicable, authorized factory repair facilities that will honor the warranty of items on contract. [Insert response in box below] 6.8 Technical support services Proposer provides. [Insert response in box below] Meeting Packet Page 81 of 220 6.9 Product substitution policy. [Insert response in box below] 6.10 Identify trade-in program criteria (if applicable). [Insert response in box below] 6.11. After hours service (including weekends and holidays) [Insert response in boxes below] Monday: Tuesday: Wednesday: Thursday: Friday: Saturday: Sunday: 6.12 Shipment tracking. [Insert response in box below] 6.13 Back order tracking process. [Insert response in box below] 6.14 Return Item process, including any/all associated fees (e.g., restocking, shipping, turnaround time on returns). [Insert response in box below] 6.15 Electronic billing. [Insert response in box below] 6.16 Explain how Proposer will resolve complaints, issues, or challenges. [Insert response in box below] 6.17 Other services not already covered. [Insert response in box below] Meeting Packet Page 82 of 220 7.0 DELIVERY AND FREIGHT CHARGES: 7.1 Identify delivery and/or shipping costs or provide a shipping rate schedule based on weight, item, and/or destination for all items ordered within the continental U.S. (and Hawaii/Alaska). The Proposer shall identify all exceptions to this shipping rate schedule. [Insert response in box below] 7.2 Identify policy for transfer of product ownership (delivery) and damage/issue resolution. [Insert response in box below] 8.0 VENDOR TERMS AND CONDITIONS. 8.1 Does Proposer require that customers/Participating Agencies agree to standard terms and conditions related to their purchase? Yes No [Circle one] 8.2 If answered yes to 8.1, include a copy of or link to terms and conditions. 9.0 WARRANTY INFOMATION: 9.1 Identify warranty options, if applicable. [Insert response in box below] Meeting Packet Page 83 of 220 Exhibit 1 FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) Coverage RETAIL, DISTRIBUTION AND SERVICE/SUPPORT LOCATIONS Number of retail stores in each state? (leave blank for none) Number of distribution centers in each state? (leave blank for none) Number of support locations in each state? (leave blank for none) ALABAMA ALASKA ARIZONA ARKANSAS CALIFORNIA COLORADO CONNECTICUT DELAWARE FLORIDA GEORGIA HAWAII IDAHO ILLINOIS INDIANA IOWA KANSAS KENTUCKY LOUISIANA MAINE MARYLAND MASSACHUSETTS MICHIGAN MINNESOTA MISSISSIPPI MISSOURI MONTANA NEBRASKA NEVADA NEW HAMPSHIRE NEW JERSEY NEW MEXICO NEW YORK NORTH CAROLINA NORTH DAKOTA OHIO OKLAHOMA OREGON PENNSYLVANIA Meeting Packet Page 84 of 220 RHODE ISLAND SOUTH CAROLINA SOUTH DAKOTA TENNESSEE TEXAS UTAH VERMONT VIRGINIA WASHINGTON WEST VIRGINIA WISCONSIN WYOMING Meeting Packet Page 85 of 220 THE FORM LISTED BELOW MUST BE SIGNED AND RETURNED WITH SOLICITATION RESPONSE Meeting Packet Page 86 of 220 Exhibit 2 Declaration of Non-Collusion The undersigned does hereby declare that there has been no collusion between the undersigned, the LEAGUE OF OREGON CITIES, and National Purchasing Partners, and in further support of said Declaration, states as follows: The person, firm, association, co-partnership or corporation herein named has not, either directly or indirectly, participated in any collusion, or otherwise taken any action in restraint of free competitive bidding or solicitation in the preparation and submission of a proposal to the LEAGUE OF OREGON CITIES for consideration in the award of a contract or Master Price Agreement negotiated as a result of this Request for Proposal. DATED this ______ day of _____________, _______. (Name of Firm) By: (Authorized Signature) Title: Meeting Packet Page 87 of 220 ATTACHMENT C SPECIFICATIONS FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) These specifications are intended to cover the complete range of FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA). Several categories are included below but are in no means intended to limit the Proposer to responding to just these categories if there are other related products and services that Proposer would like to be considered for the award. Proposers should respond with pricing for all products and services they wish to be considered in the evaluation for a possible award and master price agreement. The following categories are provided to indicate the intended extent of the RFP but do not necessarily represent the format of the Proposer’s response. Proposers may combine any and all categories and elements in a format that is most appropriate to represent their business in their response. NOTE: Proposers are not required to respond to all categories. Proposals will only be evaluated based on the categories to which they respond. CATEGORY 1: OPEN-CICUIT SELF-CONTAINED (SCBA) AND/OR CLOSED- CIRCUIT SCBA SYSTEMS: SCBA shall be certified by the National Institute for Occupational Safety and Health (HIOSH) under current Title 42, part 84 of the Code of Regulations for 30-, 45-, or 60-minute rated service life and for storage. SCBA shall be compliant with all current related performance requirements of the NFPA. SCBA shall include primary audible alarms, and secondary (redundant) alarms. All electronic components shall be certified as intrinsically safe per Underwriters Laboratories (UL) 913. CATEGORY 2: FACEPIECES: Shall be constructed to: fit various facial shapes and sizes; contain a replaceable, non-shatter-type, polycarbonate (or equal) to provide a satisfactory field of vision; allow air to enter the facepiece in a manner that shall reduce the possibility of moisture accumulation on the lens; employ an adjustable strap headband assembly; contain an easily removable exhalation module; removable speaking diaphragm; have field-replaceable components throughout; removable nose cup; and a removable adapter onto which the second stage regulator attaches. Include any available options such as heads up displays, thermal imaging displays, communications systems, etc. CATEGORY 3: REGULATOR SYSTEM, INTERMEDIATE PRESSURE HOSE, RAPID INTERVENTION CREW/COMPANY UNIVERSAL AIR CONNECTION (RIC UAC): Shall be designed to operate in two independent stages: first stage shall be mounted directly on the cylinder valve; second stage shall be designed to provide positive pressure during an NFPA breathing machine test at a minimum of 70-psi inlet pressure. Regulator system shall be constructed to contain a pressure-reducing valve to reduce pressure from the cylinder; contain Meeting Packet Page 88 of 220 an over-pressurization relief valve; provide uniform flow performance throughout the full cylinder pressure range; include a metal inlet filter to retain particles of 30 microns or greater; and incorporate a RIC UAC. CATEGORY 4: CYLINDERS: Shall pass all United States Department of Transportation (USDOT) testing requirements for cylinder volume, weight, construction materials, and maximum pressures. Cylinder valve shall include gauges, handwheel with safety locking collar device, and conform to the Compressed Gas Association (CGA) standard for thread connection for low and high pressure. Cylinder recharging stations, cylinder testing (members shall receive all testing certificates). CATEGORY 5:MAINTENANCE, SERVICE AND TESTING: Any services and options related to the maintenance, service and testing of products and equipment offered in any of the categories CATEGORY 6: OTHER: Other related self-contained breathing apparatus (SCBA) options not included in other categories including but not limited to integrated PASS alarms, command post air supply monitoring, physiological monitoring, personnel tracking, etc. Supplied Air Breathing Apparatus (SABA) equipment may also be offered in this category. Meeting Packet Page 89 of 220 ATTACHMENT D PRICING SCHEDULE The intent is for each Proposer to submit their complete product line so that Participating Agencies may order a wide array of products and services as appropriate for their needs. Proposer is encouraged but is not required to respond to all categories. Proposer may suggest additional categories and sub-categories as applicable. Proposer may subcontract items Proposer does not supply. The Proposer should not necessarily limit the proposal to the performance of the services in accordance with this document but should outline any additional services and their costs if the Proposer deems them necessary to accomplish the program. Pricing and resulting relative discount to LOC and NPPGov membership shall be clearly delineated on each proposal. Contract admin fee (established in the “Requirements” Section of the RFP) may not be listed or charged as a separate line item to users of the contract. Contract pricing shall be based upon: 1) Fixed discount(s) off published price list(s) or catalog(s) 2) Firm fixed price with economic adjustment (contingencies for economic price adjustments must be identified in the proposal) 3) A combination of the above. EXAMPLE FIRE FIGHTER SELF CONTAINED BREATHING APPARATUS (SCBA) Product Category Percentage (%) off List Price* (OR fixed price if % off pricing is not available) OPEN-CICUIT SELF-CONTAINED (SCBA) AND/OR CLOSED CIRCUIT SCBA SYSTEMS FACEPIECES REGULATOR SYSTEM, INTERMEDIATE PRESSURE HOSE, RAPID INTERVENTION CREW/COMPANY UNIVERSAL AIR CONNECTION (RIC UAC) CYLINDERS MAINTENANCE, SERVICE AND TESTING OTHER Options Proposers shall provide pricing on all options, modifications, and accessories in a format that best represents their product line and pricing structure. This may include specific pricing for some options and may also include general pricing/discounts for categories of options. Proposer may also indicate availability and pricing of all other non-specified options. The intent is to provide Proposers the opportunity to present as much product as possible in the format that fits within their individual formatting needs so that the resulting award allows LOC and NPPGov members the greatest number of procurement options. Miscellaneous Proposers should include any applicable pricing information related to Section 2.3 of the RFP including but not limited to: large volume purchases, cash terms, rebates, freight/delivery costs and individual discounts. Meeting Packet Page 90 of 220 ATTACHMENT E PROPOSAL EVALUATION FORM Proposals will be evaluated using a two-step process. The first step evaluates the responsiveness of the proposer and determines 1) if the proposer is deemed fully responsive enabling the proposal to move to the second step and 2) if the proposal will be evaluated as a local response (within the State of Oregon), regional response (covering multiple States, but not the entire US) or a national response (covering the entire US, or at least the continental US). The second step of the evaluation process will only occur with proposals deemed fully responsive from the first step. The second step fully evaluates the proposer’s response based on the criteria found in the proposal evaluation form. STEP 1 Proposal Responsiveness Component YES NO Submitted on time Company name and RFP number on outermost packaging Completed Proposer Profile Workbook (PPW) Included pricing structure Included references Proposal signed Deemed Fully Responsive YES NO Categorized as Local, Regional or National Local Regional National Meeting Packet Page 91 of 220 Proposal Evaluation Form STEP 2 Full Evaluation of Proposal Point Value Definitions (5) Exceeded Requirements - Compelling Detail, Showed Ability to Complete (4) Met Requirements - Thorough, Provided Supportive Material/Examples (3) Satisfied Requirements - Sufficient (2) Unclear if Requirements Met - Poor or Confusing (1) Did Not Comply with Requirements - Substandard or Blank Component Evaluated Weight Possible Points (1-5) Total Points (Weight x PP) Evaluator’s Comments Pricing: Product price and discounts proposed included favorable pricing for cooperative purchasing. Shipping conditions. PPW Section 7.0 and Pricing structure. 25 Comments: Product Line (Score only categories proposed): Breadth, variety, quality of product line and innovation of products. Warranty availability. PPW Section 9.0. 15 Comments: Marketing: Marketing plan to promote the resulting contractual agreement and ability to incorporate use of agreement in their sales system throughout indicated coverage region. Willingness to allow training of salesforce. PPW Section 4.0. 15 Comments Customer Service: Support dedicated to Participating Agencies. Ability to meet promised delivery timelines. Additional services offered. Conduct e-commerce. PPW Sub-Sections 2.3 & 2.4 and Section 6.0. 15 Comments: Meeting Packet Page 92 of 220 Proven Experience: Success in providing products and services in a timely manner. Years in business, references and reputation. Experience with cooperative purchasing. PPW Sub-Section 1.2. 15 Comments: Coverage: Ability to provide products and services for indicated coverage region including distribution, retail & service facilities, coordination of manufacturer and distribution, and staff availability. Clearly states distribution model and provides dealer list if applicable. PPW Section 3.0 and Exhibit 1. 10 Comments: Conformance: Completeness of proposal and the degree to which the Proposer responded to the terms and all requirements and specifications of the RFP. Followed the response format and content, was clear and easily understood. Provided Term’s and Condition’s, if applicable. PPW Section 8.0 and 4.5 of RFP. 5 Comments: TOTAL 100 General Comments: Name of Evaluator _________________________ Signature _________________________________ Date _________________ Meeting Packet Page 93 of 220 ATTACHMENT F OREGON REVISED STATUTES (AS MAY BE AMENDED) REQUIREMENTS Successful Proposer (Contractor) shall comply with the requirements of this ATTACHMENT F to the extent required by any applicable federal or state law. (1) Contractor shall pay promptly, as due, all persons supplying labor or materials for the performance of the work provided for in the contract and shall be responsible for such payment of all persons supplying such labor or material to any Subcontractor. (2) Contractor shall promptly pay all contributions or amounts due the Industrial Accident Fund from such Contractor or Subcontractor incurred in the performance of the contract. (3) Contractor shall not permit any lien or claim to be filed or prosecuted against the LOC or any Participating Agency on account of any labor or material furnished and agrees to assume responsibility for satisfaction of any such lien so filed or prosecuted. (4) Contractor and any Subcontractor shall pay to the Department of Revenue all sums withheld from employees pursuant to ORS 316.167 (5) If Contractor fails, neglects or refuses to make prompt payment of any claim for labor or materials furnished to the Contractor or a Subcontractor by any person in connection with the contract as such claim becomes due, the LOC or any Participating Agency may pay such claim to the persons furnishing the labor or material and charge the amount of payment against funds due or to become due Contractor by reason of the contract. The payment of a claim in the manner authorized hereby shall not relieve the Contractor or Contract surety from Contractor or its obligation with respect to any unpaid claim. If the LOC or any Participating Agency is unable to determine the validity of any claim for labor or material furnished, the District may withhold from any current payment due Contractor an amount equal to said claim until its validity is determined and the claim, if valid, is paid. (6) Contractor shall promptly, as due, make payment to any person, co-partnership, association, or corporation, furnishing medical, surgical and hospital care services or other needed care and attention, incident to sickness or injury, to employees of such Contractor, of all sums which the Contractor agrees to pay for such services and all monies and sums which the Contractor collected or deducted from the wages of employees pursuant to any law, contract or agreement for the purpose of providing or paying for such service. (7) In a contract for personal services, contractor shall pay employees at least time and half for all overtime worked in excess of 40 hours in any one week under the contract in accordance with ORS 653.010 to 653.261 and the Fair Labor Standards Act of 1938 (29 USC 201, et seq.). In contracts for services, contractors shall pay employees at least time and a half pay for work performed on the legal holidays specified in a collective bargaining agreement or in ORS 279B.020(1)(b)(A) to (G) and for all time worked in excess of 10 hours in any one day or in excess of 40 hours in any one week, whichever is greater. (8) The Contractor must give notice in writing to employees who work on this contract, either at the time of hire or before commencement of work on the contract, or by posting a notice in a location frequented by employees, of the number of hours per day and the days per week that the employees may be required to work. (9) All subject employers working under the contract are either employers that will comply with ORS 656.017, or employers that are exempt under ORS 656.126. (10) All sums due the State Unemployment Compensation Trust Fund from the Contractor or any Subcontractor in connection with the performance of the contract shall be promptly so paid. (11) The contract may be canceled at the election of LOC for any willful failure on the part of Contractor to faithfully perform the contract according to its terms. Meeting Packet Page 94 of 220 (12) Contractor certifies compliance with all applicable Oregon tax laws, in accordance with ORS 305.385. (13) Contractor certifies that it has not discriminated against minorities, women, emerging small business enterprises certified under ORS 200.055, or business enterprises owned or controlled by or that employ a disabled veteran in obtaining any required subcontractors. Meeting Packet Page 95 of 220 ATTACHMENT G WIPHE RESPONSE FORM THIS FORM MUST BE RETURNED WITH SOLICITATION RESPONSE Vendor servicing Washington State AGREES to sell items included in this solicitation to WIPHE institutions at prices offered, unless otherwise noted below: ________ DOES NOT agree to sell to WIPHE Institutions. ________ AGREES to sell to WIPHE Institutions at same prices and discounts, with the following exceptions: (attach additional pages as necessary) Vendor must state geographic areas or specific institution(s) listed below within the State of Washington that are EXCLUDED from the contract(s) resulting from this solicitation: Washington Institutions of Public Higher Education (WIPHE). See list on following page. If Vendor agrees to sell to the WIPHE Institutions, a WIPHE Contract number will be assigned and the information will be reported to the Council of Presidents. The Council of Presidents notifies all the other schools when a WIPHE contract has been awarded and a master list will be maintained and the WIPHE website updated. WIPHE shall determine, at its absolute discretion, whether it shall accept and/or utilize the contract resulting from the Request for Proposal Meeting Packet Page 96 of 220 Washington Institutions of Public Higher Education (WIPHE) FOUR-YEAR UNIVERSITIES CENTRAL WASHINGTON UNIVERSITY EASTERN WASHINGTON UNIVERSITY THE EVERGREEN STATE COLLEGE UNIVERSITY OF WASHINGTON WASHINGTON STATE UNIVERSITY WESTERN WASHINGTON UNIVERSITY COMMUNITY AND TECHNICAL COLLEGES: BATES TECHNICAL COLLEGE BELLEVUE COMMUNITY COLLEGE BELLINGHAM TECHNICAL COLLEGE BIG BEND COMMUNITY COLLEGE CASCADE COMMUNITY COLLEGE CASCADIA COLLEGE CENTRALIA COLLEGE CLARK COLLEGE CLOVER PARK TECHNICAL COLLEGE COLUMBIA BASIN COLLEGE EDMONDS COMMUNITY COLLEGE EVERETT COMMUNITY COLLEGE GRAYS HARBOR COLLEGE GREEN RIVER COMMUNITY COLLEGE HIGHLINE COMMUNITY COLLEGE LAKE WASHINGTON TECHNICAL COLLEGE LOWER COLUMBIA COLLEGE OLYMPIC COLLEGE PENINSULA COLLEGE PIERCE COLLEGE RENTON TECHNICAL COLLEGE SEATTLE CENTRAL COMMUNITY COLLEGES SHORELINE COMMUNITY COLLEGE SKAGIT VALLEY COLLEGE SOUTH PUGET SOUND COMMUNITY COLLEGE SPOKANE COMMUNITY COLLEGES STATE BOARD FOR TECHNICAL & COMMUNITY COLLEGES WENATCHEE VALLEY COLLEGE YAKIMA VALLEY COMMUNITY COLLEGE WHATCOM COMMUNITY COLLEGE Meeting Packet Page 97 of 220 Miscellaneous local agencies within Washington State* ADAMS COUNTY PUYALLUP SCHOOL DIST 3 KITSAP COUNTY FIFE SCHOOL DIST 417 RIVERVIEW SCHOOL DIST 407 GONZAGA UNIVERSITY PLANNED PARENTHOOD OF WESTERN WASHINGTON SNOHOMISH COUNTY MASON COUNTY FEDERAL WAY SCHOOL DIST SPOKANE COUNTY ISSAQUAH SCHOOL DIST 411 ADAMS COUNTY FIRE DISTRICT ADAMS COUNTY HEALTH DISTRICT AFFILIATED HEALTH SERVICES ALDERWOOD WATER DISTRICT ANACORTES PORT OF ANACORTES SCHOOL DISTRICT 103 ANNAPOLIS WATER DISTRICT ASOTIN COUNTY AUBURN SCHOOL DISTRICT 408 BAINBRIDGE IS SCHOOL DISTRICT 303 BAINBRIDGE ISLAND FIRE DEPARTMENT BAINBRIDGE ISLAND PARKS BATTLE GROUND SCHOOL DISTRICT 119 BELLEVUE SCHOOL DISTRICT 405 BELLINGHAM PORT OF BELLINGHAM SCHOOL DISTRICT 501 BENTON COUNTY BENTON COUNTY FIRE DISTRICT BENTON COUNTY PUD BENTON FRANKLIN COUNTY BENTON FRANKLIN PRIVTE INDUST CNCL BENTON PORT OF BETHEL SCHOOL DISTRICT 403 BIG BROTHERS BIG SISTERS OF KING CO BIRCH BAY WATER & SEWER DISTRICT BLANCHET SCHOOL DISTRICT BREMERTON KITSAP CO HEALTH DISTRICT BREMERTON PORT OF BREMERTON SCHOOL DISTRICT 100 BURLINGTON EDISON SCHOOL DIST 100 CANCER RESEARCH AND BOISTATISTICS CASCADE BLUE MT FD SHR CASCADE IRRIGATION DISTRICT CASHMERE SCHOOL DISTRICT 222 CATHOLIC COMM SVCS OF KING CO CENTRAL KITSAP SCHOOL DISTRICT 401 CENTRAL WAS COMP MENTAL HEALTH CENTRALIA SCHOOL DISTRICT 40 CHEHALIS SCHOOL DISTRICT 302 CHELAN COUNTY CHELAN COUNTY COMMUNITY HOSPITAL CHELAN COUNTY FIRE DISTRICT CHELAN COUNTY PUD 1 CHELAN DOUGLAS COUNTY HEALTH DIST CHENEY CARE CENTER CHILD CARE RESOURCE & REFERRAL CHILDRENS THERAPY CENTER CHIMACUM SCHOOL DISTRICT 49 CLALLAM COUNTY CLALLAM COUNTY FIRE DISTRICT CLALLAM COUNTY HOSPITAL DISTRICT CLALLAM COUNTY PUD CLARK COUNTY CLARK COUNTY FIRE DISTRICT CLARK COUNTY PUD CLE ELUM-ROSLYN SCHOOL DISTRICT 404 CLOVER PARK SCHOOL DISTRICT 400 CNTRL WHIDBEY FIRE & RESCUE COAL CREEK UTILITY DISTRICT COALITION AGAINST DOMESTIC VIOLENCE COLUMBIA COUNTY COLUMBIA IRRIGATION DISTRICT COLUMBIA MOSQUITO CONTROL DISTRICT COMMUNITY CHRISTIAN ACADEMY COMMUNITY PSYCHIATRIC CLINIC COMMUNITY TRANSIT CONFEDERATED TRIBES OF CHEHALIS CONSOLIDATED DIKING IMPROVEMENT DIST CONSOLIDATED IRRIGATION COWLITZ COUNTY COWLITZ COUNTY FIRE DISTRICT COWLITZ COUNTY PUD CROSS VALLEY WATER DISTRICT DAYTON SCHOOL DISTRICT 2 DOUGLAS COUNTY DOUGLAS COUNTY FIRE DISTRICT DOUGLAS COUNTY PUD DRUG ABUSE PREVENTION CENTER E COLUMBIA BASIN IRRIGATION DIST EAST WENATCHEE WATER EATONVILLE SCHOOL DIST 404 EDMONDS SCHOOL DISTRICT 15 EDUCATIONAL SERVICE DIST 114 EDUCATIONAL SERVICE DISTRICT 113 ELLENSBURG SCHOOL DIST 401 ENUMCLAW SCHOOL DIST EVERETT PORT OF EVERETT PUBLICE FACILITIES DIST EVERGREEN MANOR INC EVERGREEN SCHOOL DIST 114 FEDERAL WAY FD FERRY COUNTY FERRY COUNTY PUBLIC HOSPITAL FERRY OKAHOGAN FPD FOSS WATERWAY DEVELOPMENT AUTHORITY FRANKLIN COUNTY FRANKLIN COUNTY PUD Meeting Packet Page 98 of 220 FRANKLIN PIERCE SCHOOL DIST 402 FRIDAY HARBOR PORT OF GARDENA FARMS IRRIGATION DIST 13 GARFIELD COUNTY GRAND COULEE PROJECT GRANDVIEW SCHOOL DIST 116/200 GRANITE FALLS SCHOOL DIST 332 GRANT COUNTY GRANT COUNTY HEALTH DIST GRANT COUNTY PUD GRAYS HARBOR COUNTY GRAYS HARBOR COUNTY FIRE DIST GRAYS HARBOR COUNTY PUD # 1 GRAYS HARBOR PORT OF GRAYS HARBOR PUB DEV AUTH GRAYS HARBOR TRANSIT GRIFFIN SCHOOL DIST 324 HARBORVIEW MEDICAL CENTER HAZEL DELL SEWER DIST HEALTHY MOTHERS HEALTHY BABIES COAL HIGHLINE SCHOOL DIST 401 HIGHLINE WATER DIST HOMESIGHT HOPELINK HOQUIAM SCHOOL DIST 28 HOUSING AUTHORITY OF PORTLAND ILWACO PORT OF INCHELIUM SCHOOL DIST 70 ISLAND COUNTY ISLAND COUNTY FIRE DIST JEFFERSON COUNTY JEFFERSON COUNTY FIRE DIST JEFFERSON COUNTY LIBRARY JEFFERSON COUNTY PUD JEFFERSON GENERAL HOSPITAL KARCHER CREEK SEWER DIST KELSO SCHOOL DIST 458 KENNEWICK GENERAL HOSPITAL KENNEWICK SCHOOL DISTRICT 17 KENT SCHOOL DIST 415 KETTLE FALLS SCHOOL DIST 212 KING COUNTY KING COUNTY FIRE DIST KING COUNTY HOUSING AUTHORITY KING COUNTY LIBRARY KING COUNTY WATER SEWER KINGSTON PORT OF KITSAP COUNTY FIRE & RESCUE KITSAP COUNTY LIBRARY KITSAP COUNTY PUD 1 KITTITAS COUNTY KITTITAS COUNTY PUD KITTITAS COUNTY RECLAMATION DIST KLICKITAT COUNTY KLICKITAT COUNTY PUD LAKE CHELAN RECLAMATION DIST LAKE STEVENS SCHOOL DIST 4 LAKE WASHINGTON SCHOOL DIST 414 LAKEHAVEN UTILITY DIST LAKEWOOD SCHOOL DIST 306 LEWIS CO PUD 1 LEWIS COUNTY LEWIS COUNTY FIRE DIST LEWIS PUBLIC TRANSPORTATION LIBERTY LAKE SEWER & WATER DIST LINCOLN COUNTY LINCOLN COUNTY FIRE DIST LONGVIEW PORT OF LONGVIEW SCHOOL DIST 122 LOTT WASTEWATER ALLIANCE LUMMI INDIAN NATION MANCHESTER WATER DIST MARYSVILLE SCHOOL DIST 25 MASON COUNTY FIRE DIST MASON COUNTY PUD MEAD SCHOOL DIST 354 METRO PARK DISTRICT OF TACOMA MID COLUMBIA LIBRARY MIDWAY SEWER DISTRICT MONROE SCHOOL DIST 103 MORTON SCHOOL DIST 214 MOSES LAKE PORT OF MOUNT BAKER SCHOOL DIST MT VERNON SCHOOL DISTRICT 320 MUKILTEO SCHOOL DIST 6 MUKILTEO WATER DIST NAVAL STATION EVERETT NE TRI COUNTY HEALTH DIST NORTH CENTRAL REGIONAL LIBRARY DIST NORTH KITSAP SCHOOL DIST 400 NORTH SHORE UTILITY DISTRICT NORTH THURSTON SCHOOL DISTRICT NORTHSHORE SCHOOL DIST 417 NORTHWEST KIDNEY CTR NORTHWEST WORK FORCE DEVELOPMENT CO NW REGIONAL COUNCIL OAK HARBOR SCHOOL DIST 201 OAKVILLE SCHOOL DIST 400 OCOSTA SCHOOL DIST 172 OKANOGAN COUNTY OKANOGAN COUNTY FIRE DIST OKANOGAN COUNTY PUD OKANOGAN SCHOOL DISTRICT OLYMPIA PORT OF OLYMPIA SCHOOL DISTRICT 111 OLYMPIA THURSTON CHAMBER FOUNDATION OLYMPIC AREA AGENCY ON AGING OLYMPIC MEMORIAL HOSPITAL DIST OLYMPIC REGION CLEAN AIR AGENCY OLYMPIC VIEW WATER & SEWER DIST OLYMPUS TERRACE SEWER DIST PACIFIC COUNTY PACIFIC COUNTY FIRE PARATRANSIT SERVICES Meeting Packet Page 99 of 220 PASCO SCHOOL DIST PEND OREILLE COUNTY CONSERV DIST PEND OREILLE COUNTY PUB HOSP DIST PEND OREILLE COUNTY PUD PENINSULA SCHOOL DISTRICT 401 PERRY TECHNICAL INSTITUTE PIERCE COUNTY PIERCE COUNTY FIRE DIST PORT ANGELES PORT OF PORT ANGELES SCHOOL DISTRICT 121 PRESCOTT SCHOOL DIST PUGET SOUND CLEAN AIR AGENCY PUGET SOUND SCHOOL DIST QUINCY COLUMBIA BASIN IRRIG DIST RICHLAND SCHOOL DIST 400 S KITSAP SCHOOL DISTRICT 402 S SNOHOMISH CO PUBLIC FAC DIST SAFEPLACE SAMISH WATER DIST SAMMAMISH WATER AND SEWER DIST SAN JUAN COUNTY SAN JUAN COUNTY FIRE DIST SEA MAR COMM HEALTH CTR SEATTLE JEWISH PRIMARY SCHOOL SEATTLE PORT OF SEATTLE SCHOOL DIST 1 SEATTLE UNIVERSITY SECOND AMENDMENT FOUNDATION SECOND CHANCE INC SENIOR OPPORTUNITY SERVICES SHELTON SCHOOL DISTRICT 309 SILVERDALE WATER SKAGIT COUNTY SKAGIT COUNTY CONSERVATION DIST SKAGIT COUNTY FIRE DIST SKAGIT COUNTY ISLAND HOSPITAL SKAGIT COUNTY PORT OF SKAGIT COUNTY PUD 1 SKAGIT TRANSIT SKAMANIA COUNTY SKOOKUM INC SNOHOMISH COUNTY LIBRARY SNOHOMISH COUNTY PUD SNOHOMISH HEALTH DISTRICT SNOHOMISH SCHOOL DISTRICT 201 SOAP LAKE SCHOOL DISTRICT 156 SOOS CREEK WATER AND SEWER DIST SOUND TRANSIT SOUTH COLUMBIA BASIN IRRIG DIST SOUTH EAST EFFECTIVE DEVELOPMENT SOUTH SOUND MENTAL HEALTH SERVICES SOUTHWEST YOUTH & FAMILY SERVICES SPECIAL MOBILITY SERVICES INC SPOKANE CO AIR POLLUTION CNTRL AUTHORITY SPOKANE COUNTY FIRE DIST SPOKANE COUNTY LIBRARY SPOKANE SCHOOL DISTRICT 81 ST JOSEPH/MARQUETTE SCHOOL STANWOOD SCHOOL DIST 410 STEVENS COUNTY STEVENS COUNTY PUD STILLAGUAMISH TRIBE OF INDIANS SUMNER SCHOOL DISTRICT 320 SUNNYSIDE PORT OF SUNNYSIDE SCHOOL DISTRICT 201 SUQUAMISH TRIBE SW CLEAN AIR AGENCY SWINOMISH TRIBE TACOMA DAY CHILD CARE AND PRESCHOOL TACOMA MUSICAL PLAYHOUSE TACOMA PORT OF TACOMA SCHOOL DISTRICT 10 TACOMA-PIERCE CO TAHOMA SCHOOL DISTRICT 409 TERRACE HEIGHTS SEWER DISTRICT THURSTON COMMUNITY TELEVISION THURSTON COUNTY THURSTON COUNTY CONSERVATION DIST THURSTON COUNTY FIRE DISTRICT TOPPENISH SCHOOL DISTRICT 202 TOUCHET SD 300 TRIUMPH TREATMENT SERVICES TUKWILA SCHOOL DIST 406 TUMWATER SCHOOL DISTRICT 33 U S DEPARTMENT OF TRANSPORTATION UNITED WAY OF KING COUNTY UNIVERSITY PLACE SCHOOL DIST UPPER SKAGIT INDIAN TRIBE VAL VUE SEWER DISTRICT VALLEY TRANSIT VALLEY WATER DISTRICT VANCOUVER PORT OF VANCOUVER SCHOOL DISTRICT 37 VASHON ISLAND SCHOOL DISTRICT 402 VERA IRRIGATION VETERANS ADMINISTRATION VOLUNTEERS OF AMERICA WA ASSOC OF SCHOOL ADMINISTRATORS WA ASSOC SHERIFFS & POLICE CHIEFS WA GOVERNMENTAL ENTITY POOL WA LABOR COUNCIL AFL-CIO WA PUBLIC PORTS ASSOCIATION WA RESEARCH COUNCIL WA ST ASSOCIATION OF COUNTIES WA STATE PUBLIC STADIUM AUTHORITY WAHKIAKUM COUNTY WALLA WALLA COLLEGE WALLA WALLA COUNTY WALLA WALLA COUNTY FIRE DISTRICT WALLA WALLA PORT OF WALLA WALLA SD 140 WASHINGTON ASSOCIATION WASHINGTON COUNTIES RISK POOL WASHINGTON FIRE COMMISSIONERS ASSOC Meeting Packet Page 100 of 220 WASHINGTON HEALTH CARE ASSOCIATION WASHINGTON PUBLIC AFFAIRS NETWORK WASHINGTON STATE MIGRANT COUNCIL WEST VALLEY SCHOOL DISTRICT 208 WEST VALLEY SCHOOL DISTRICT 363 WESTERN FOUNDATION THE WHATCOM CONSERVATION DIST WHATCOM COUNTY WHATCOM COUNTY FIRE DISTRICT WHATCOM COUNTY RURAL LIBRARY DIST WHIDBEY GENERAL HOSPITAL WHITMAN COUNTY WHITWORTH WATER WILLAPA COUNSELING CENTER WILLAPA VALLEY SCHOOL DISTRICT 160 WILLAPA VALLEY WATER DISTRICT WINLOCK SCHOOL DISTRICT 232 WOODINVILLE FIRE & LIFE SAFETY DIST WOODLAND PORT OF YAKIMA COUNTY YAKIMA COUNTY FIRE DISTRICT YAKIMA COUNTY REGIONAL LIBRARY YAKIMA SCHOOL DISTRICT 7 YAKIMA VALLEY FARMWORKERS CLINIC YAKIMA-TIETON IRRIGATION DISTRICT YELM COMMUNITY SCHOOL DISTRICT YMCA - TACOMA PIERCE COUNTY YMCA OF GREATER SEATTLE *Washington State cities and other unnamed Washington State local and municipal agencies may also utilize the resulting Master Price Agreement; provided they enter into the Intergovernmental Cooperative Purchasing Agreement. Meeting Packet Page 101 of 220 ATTACHMENT H LOCAL GOVERNMENT UNITS BY STATE Oregon’s Incorporated Cities ADAIR VILLAGE ADAMS ADRIAN ALBANY AMITY ANTELOPE ARLINGTON ASHLAND ASTORIA ATHENA AUMSVILLE AURORA BAKER CITY BANDON BANKS BARLOW BAY CITY BEAVERTON BEND BOARDMAN BONANZA BROOKINGS BROWNSVILLE BURNS BUTTE FALLS CANBY CANNON BEACH CANYON CITY CANYONVILLE CARLTON CASCADE LOCKS CAVE JUNCTION CENTRAL POINT CHILOQUIN CLATSKANIE COBURG COLUMBIA CITY CONDON COOSBAY COQUILLE CORNELIUS CORVALLIS COTTAGE GROVE COVE CRESWELL CULVER DALLAS DAMASCAS DAYTON DAYVILLE DEPOE BAY DETROIT DONALD DRAIN DUFUR DUNDEE DUNES CITY DURHAM EAGLE POINT ECHO ELGIN ELKTON ENTERPRISE ESTACADA EUGENE FAIRVIEW FALLS CITY FLORENCE FOREST GROVE FOSSIL GARBALDI GASTON GATES GEARHART GERVAIS GLADSTONE GLENDALE GOLD BEACH GOLD HILL GRANITE GRANTS PASS GRASS VALLEY GREENHORN GRESHAM HAINES HALFWAY HALSEY HAPPY VALLEY HARRISBURG HELIX HEPPNER HERMISTON HILLSBORO HINES HOOD RIVER HUBBARD HUNTINGTON IDANHA IMBLER INDEPENDENCE IONE IRRIGON ISLAND CITY JACKSONVILLE JEFFERSON JOHN DAY JOHNSON CITY JORDAN VALLEY JOSEPH JUNCTION CITY KEIZER KING CITY KLAMATH FALLS LA GRANDE LAPINE LAFAYETTE LAKE OSWEGO LAKESIDE LAKEVIEW LEBANON LEXINGTON LINCOLN CITY LONEROCK LONG CREEK LOSTINE LOWELL LYONS MADRAS MALIN MANZANITA MAUPIN MAYWOOD PARK MCMINNVILLE MEDFORD MERRILL METOLIUS MILLCITY MILLERSBURG MILTON- FREEWATER MILWAUKIE MITCHELL MOLALLA MONMOUTH MONROE MONUMENT MORO MOSIER MT ANGEL MT VERNON MYRTLE CREEK MYRTLE POINT NEHALEM NEWBERG NEWPORT NORTH BEND NORTH PLAINS NORTH POWDER NYSSA OAKLAND OAKRIDGE ONTARIO OREGON CITY PAISLEY PENDLETON PHILOMATH PHOENIX PILOT ROCK PORT ORFORD PORTLAND POWERS PRAIRIE CITY PRESCOTT PRINEVILLE RAINIER REDMOND REEDSPORT RICHLAND RIDDLE RIVERGROVE ROCKAWAY BEACH ROGUE RIVER ROSEBURG RUFUS SALEM SANDY SCAPPOUSE SCIO SCOTT MILLS SEASIDE SENECA SHADY COVE SHANIKO SHERIDAN SHERWOOD SILETZ SILVERTON SISTERS SODAVILLE SPRAY SPRINGFIELD ST HELENS ST PAUL STANFIELD STAYTON SUBLIMITY SUMMERVILLE SUMPTER SUTHERLIN SWEET HOME TALENT TANGENT THE DALLES TIGARD TILLAMOOK TOLEDO TROUTDALE TUALATIN TURNER UKIAH UMATILLA UNION UNITY VALE VENETA VERNONIA WALDPORT WALLOWA WARRENTON WASCO WATERLOO WESTLINN WESTFIR WESTON WHEELER WILLAMINA WILSONVILLE WINSTON WOOD VILLAGE WOODBURN YACHATS YAMHILL YONCALLA This may not be a complete list of all Oregon cities, but all other Oregon cities shall be incorporated by this reference. Meeting Packet Page 102 of 220 Hawaii’s Counties Hawaii Honolulu Kalawao Kaua’i Maui Meeting Packet Page 103 of 220 Meeting Packet Page 104 of 220 Meeting Packet Page 105 of 220 Meeting Packet Page 106 of 220 Meeting Packet Page 107 of 220 ITEM 8.a. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Development Services Prepared by: John Wesley, Development Services Director Staff Contact Information: Phone: 480-816-5138 Email: jwesley@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) CONSIDERATION AND POSSIBLE ACTION: Relating to a fill waiver for 15656 E. Centipede Road (CFW25-000003). Staff Summary (background) Section 5.03 of the Town's Subdivision ordinance sets Cut and fill Standards. With a few exceptions, the maximum cut or fil that can occur with the construction of a building on a lot is 10 feet. When a development proposes a cut and/or fill in excess of 10 feet, a Cut/Fill Waiver may be requested from the Town Council. The goal of the ordinance requirement is to encourage buildings to follow the contours of the land, avoid overuse of retaking walls, and maintain the naturel desert topography to the greatest extent possible. The standards and limitations on cut and fill have been in the Town's Subdivision Ordinance without change since 1996. The owner of the property at 15656 E. Centipede Rd. (Lot 3B, Final Plat 505-C), is preparing plans to build a new single-family home on this lot. The plans submitted for review have a building footprint of 6,198 sq. ft. The proposed building is two-stories with an upper level living area and lower level garage and shop area. Meeting Packet Page 108 of 220 The average slope over the entire lot is around 23%. For the primary building area it is over 27%. The area of excess fill is in the rear of the property where the area is being built up to provide access and maneuvering for the lower level garage and shop. The area with the most fill is in the northeast corner where the fill for the upper level is over 19'. Three retaining walls will be constructed to build up the area. Each of the walls complies with the Town's requirements. This is a simulation of how the rear yard will look. Meeting Packet Page 109 of 220 As shown in the illustration above, it is over 800' across the wash to the nearest homes that will have a view of the retaining walls needed to bring the grade up for access to the garage. The landscape plan shows some plant material that will be used to screen the retaining walls. Having this large garage/shop area is an important aspect of this home for the property owner. The grade on the driveway coming down from the street has been maximized to lower the house as much as possible and reduce the fill needed as much as possible. The maneuvering area for access to the garage could be reduced a little, but it does not appear to make a significant difference. Related Ordinance, Policy or Guiding Principle N/A Risk Analysis N/A Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) MOVE TO approve CFW25-000003 as requested. Suggested Motion MOVE TO approve CFW25-000003 as requested. FISCAL IMPACT Fiscal Impact: N/A Budget Reference: N/A Funding Source: N/A ATTACHMENTS 1. Council Report Information 2. 24054003 Virgilio Residence ~ Submittal ~ Waiver Description 12-21-25 Meeting Packet Page 110 of 220 ~ 850’ Subject Property 15656 E. Centipede Rd. Meeting Packet Page 111 of 220 1920 Contour line 1910 Contour line 1860 Contour line Meeting Packet Page 112 of 220 Elevations Meeting Packet Page 113 of 220 Elevations Meeting Packet Page 114 of 220 Elevations Meeting Packet Page 115 of 220 Elevations Meeting Packet Page 116 of 220 Subject: Waiver Request – Virgilio Residence (Cut/Fill Exceeding 10’) To: Town of Fountain Hills – Development Services Department Re: Virgilio Residence – Waiver for Cut and Fill Exceeding 10 Feet Dear Reviewer, On behalf of the Virgilio Residence, we respectfully submit this request for a waiver to allow limited areas of cut and fill in excess of 10 feet, as required under Town of Fountain Hills development standards. 1. Site ConstraintsThe lot is located on a very steep slope. The approved driveway design already reflects the maximum allowable slope, and cannot be made steeper. To maintain safe, code-compliant access and to design within the 30’ maximum height from natural grade, strategic cuts and fills are unavoidable. 2. Building DesignThe residence is designed with a walkout basement, resulting in a 14’ finish floor to finish floor condition. The main level plate height is limited to 9’-0”, demonstrating restraint and ensuring the home sits as low as possible into the hillside. From the street view, the appearance is primarily of the roofline, which minimizes overall massing and maintains scenic views for surrounding neighbors. The proposed home maintains a lot coverage of 13.3%, well below the 25% maximum. Total site disturbance is approximately 0.42 acres of a 1.07-acre parcel, demonstrating that the home is scaled responsibly to the property. This is not an oversized or excessive structure, but a design that respects the hillside context while meeting functional requirements. 3. Extent of Cuts and Fills •Maximum cut: no cut on site exceeds 10’-0” •Maximum fill: approx. 19’-7” maximum at the north corner of the rear retaining wall. •Secondary retaining wall: approx. 14’ maximum of fill. •Tertiary retaining wall: approx. 8’ of fill. These conditions occur only where necessary to reconcile the steep natural slope with functional, code-compliant construction. Meeting Packet Page 117 of 220 4. Mitigation & Compliance with Intent •Engineered retaining walls and slope stabilization are provided to ensure long-term structural safety. •Revegetation and native plant salvage will restore disturbed areas and blend the improvements into the natural desert. •Rock generated from on-site cuts will be repurposed in landscape areas and strategically placed around retaining walls. This reduces the visual massing of the walls and helps integrate them into the natural terrain. •The stepped wall design and low roofline reduce visual impact from surrounding viewpoints. •Colors and materials will be chosen to harmonize with the desert setting. 5. Consideration of AlternativesSeveral design options were explored during the planning process. Alternatives either increased overall disturbance or failed to provide safe access. The current proposal represents the least impactful solution given the extreme topography. ConclusionIn summary, this waiver is necessary due to unique site conditions and has been carefully minimized through design. The proposed measures balance the Town’s development standards with the realities of a steep hillside lot, while maintaining a restrained design and mitigating visual impacts. We respectfully request approval of this waiver. Please let us know if additional information or documentation is required. Sincerely, Meeting Packet Page 118 of 220 ITEM 8.b. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Development Services / Planning Prepared by: Farhad Tavassoli, Senior Planner Staff Contact Information: Phone: 480-816-5139 Email: ftavassoli@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) CONSIDERATION AND POSSIBLE ACTION: Regarding a CUT/FILL WAIVER request to permit an area of approximately 1,781 square feet to exceed the maximum 10-foot visible FILL allowance up to approximately 20 feet deep maximum fills for development of a single- family residence for the property on 9681 N. Four Peaks Way. Staff Summary (background) The applicant is requesting a fill waiver to allow approximately 1,781 square feet of the 31,449 square-foot subject property to have up to 20 feet of fill (10 feet of additional fill than what is allowed by the ordinance) in order to allow the construction of a single-family residence at 9619 N. Four Peaks Way in Firerock. The Town of Fountain Hills Subdivision Ordinance, Article 5, Section 5.03.D.: “…the total combined height of any fill or the depth of any cut area as a result of subdivision improvement grading and/or any subsequent grading, including but not limited to grading approved as a part of building permit approval, shall not total more than ten feet, as measured from natural grade, unless otherwise provided in this Article. These limitations on cut and fill apply to all zoning districts.” Staff has identified three objectives in reviewing cut and fill waiver requests. Those objectives are: 1. To reduce the visual impacts of the proposed development as viewed from the adjacent properties and rights of ways. The excess fill would be distributed across three areas of the lot, as shown in the attached cut-fill plan and cross-section. The largest fill area will occur at the garage location, where fill reaches up to 20 feet behind stem walls. Other areas requiring fill in excess of 10 feet include the living room (up to 14 feet) and the basement pergola on the east side (up to 12 feet). All fill areas will remain below the finished floor elevation of their respective levels. Due to the property’s downward slope from Four Peaks Way, these areas will not be visible from the right-of-way, as they will be screened by the house. Visibility will primarily occur from lots to the north and east but will not obstruct any significant viewsheds. 2. To review the measures applied by the designer to minimize the amount of cut and fill Meeting Packet Page 119 of 220 on the lot. The lot’s steep slope (approximately 50% from the frontage along Four Peaks Way) creates significant design challenges. While some areas require substantial fill (up to 20 feet), the proposed design mitigates visual massing by embedding the structure into the hillside to reduce tall, blank retaining walls and by breaking up vertical massing through stepped floor plans. The designers also incorporated innovative features such as an atrium on the north and east sides and a detached pergola accessed by stairway below the outdoor pool and patio, further reducing the visual impact of the development. 3. To consider possible alternatives to the proposed plan that would conform to the ten- foot maximum cut or fill. The property could be developed with a smaller home (the proposed home is 6,000 square feet total). However, there still may need to be some amount of cuts made of fill placed on the property due to its steep slopes. Most other proposed development activities on this site appear to be in compliance with the Town’s Subdivision and Zoning Ordinances. Related Ordinance, Policy or Guiding Principle Subdivision Ordinance, Article 5, Section 5.03.D Subdivision Ordinance, Article 5, Section 5.06.D Risk Analysis If this Cut/Fill Waiver request is denied, the property owner would have to redesign the building. If it is approved, the property owner can secure a building permit that includes fill that exceeds the maximum allowed by Ordinance per the conditions of this approval. Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) Staff recommends the Town Council APPROVE the Cut/Fill waiver request subject to the condition that the building permit and subsequent development activities are compliant with all other Zoning and Subdivision Ordinances and the project is constructed in substantial conformance with the site plans provided with this request. Suggested Motion MOVE TO APPROVE a CUT/FILL WAIVER for the property on 9619 N. Four Peaks Way as shown on the attached exhibit. FISCAL IMPACT Fiscal Impact: N/A Budget Reference: N/A Funding Source: N/A ATTACHMENTS 1. Four Peaks Way Case Map 2. Applicant Narrative 3. Grading and Drainage Plan, including Cut/Fill Analysis (Sheet C-7) Meeting Packet Page 120 of 220 CASE: CFW25-000002 SITE / ADDRESS: 9619 N. Four Peaks Way APN 176-11-183 REQUEST: CONSIDERATION OF a CUT/FILL WAIVER request to permit an area of approximately 1,781 square feet to exceed the maximum 10-foot visible FILL allowance up to approximately 20-foot deep maximum fills for the development of the property at 9619 N. Four Peaks Way in Firerock. Site Location Meeting Packet Page 121 of 220 Applicant Narrative We are requesting approval of a cut/fill waiver to allow for approximately 19 feet of fill in select portions of the site. This fill is necessary to achieve a balanced and functional site design that accommodates safe vehicular access, mitigates excessive slope conditions, and maintains usable outdoor living space in the backyard and pool area. The proposed fill will primarily be concentrated in two areas: A • Beneath the garage pad, to establish a structurally sound platform and enable a workable connection with the main level floor elevation. The garage elevation cannot be lowered without producing a driveway slope that exceeds functional and safety limits. Additionally, shifting the garage toward the southeast (rear) portion of the lot does not resolve the issue— the same fill would still be required, as the garage would be “chasing the grade down,” leading to increased construction and drainage complications. B• In the backyard and pool area, to create a level, usable outdoor space that transitions smoothly from the interior living areas. We believe the current design reflects the most balanced and context- sensitive approach for this site, taking into account both topographic constraints and usability considerations. Meeting Packet Page 122 of 220 P R E L I M I N A R Y NO T F O R CO N S T R U C T I O N OR R E C O R D A T I O N TOPOGRAPHICAL CONTOURS, BOUNDARIES, EASEMENTS, AND PLANT LOCATION ARE BASED UPON SURVEY CONDUCTED BY GLOBAL LAND SURVEYING, LLC. PO BOX 2132 PEORIA, ARIZONA 85380 DATED SEPTEMBER 29, 2024 PROJECT #2406003 (623) 330-6835 glsurveyaz@gmail.com BENCHMARK TERRA DYNAMIC ENGINEERING, LLC. 3241 EAST SHEA BLVD, STE 1 #455 PHOENIX, ARIZONA 85028 CONTACT: ROBERTO ORLANDO, P.E. (602) 482-1603 robert@terradynamic.us SURVEY ENGINEER HORIZON ESTATES LLC 7377 DOUBLETREE RANCH RD STE A-170 SCOTTSDALE AZ USA 85258 OWNER/DEVELOPER FLOOD INSURANCE RATE MAP INFORMATION POINT ID 4180 POINT NAME 32407-1 DESCRIPTION: FD 1" IP 2.6' UP W/ 2 1/2" GLO BC STAMPED "T2N R6E S29 S28 S32 S33 1919" NOTE- POINT SET IN CONC ELEVATION = 1,676.442' (NAVD '88) LATITUDE 33° 34' 04.45474" N LONGITUDE 111° 45' 10.02872" W PROVIDED BY THE MARICOPA COUNTY DEPARTMENT OF TRANSPORTATION COMMUNITY SUFFIX:PANEL NUMBER:DATE OF FIRM N/A10/16/2013 NUMBER: 04013C DATE: 1803 OF 4425 OCTOBER 16, 2013 (REVISION DATE): L X BASE FLOOD ELEVATION (IN AO ZONE, USE DEPTH): 1. CERTIFICATION OF FINISH FLOORS OR BUILDING PADS IS THE RESPONSIBILITY OF THE DEVELOPER, BUILDER, OWNER AND SHALL BE SUBMITTED PRIOR TO A REQUEST FOR CERTIFICATION OF OCCUPANCY OR FINAL INSPECTION. 2. AN APPROVED GRADING AND DRAINAGE PLAN SHALL BE ON THE JOB SITE AT ALL TIMES. DEVIATIONS FROM THE PLAN MUST BE PRECEDED BY AN APPROVED PLAN REVISION. 3. ALL DRAINAGE PROTECTIVE DEVICES SUCH AS SWALES, PIPES, PROTECTIVE BERMS OR OTHER MEASURES DESIGNED TO PROTECT BUILDINGS OR PROPERTY FROM STORM RUNOFF MUST BE COMPLETED PRIOR TO ANY STRUCTURE BEING BUILT. 4. SOIL COMPACTION TEST RESULTS MUST BE SUBMITTED TO THE TOWN ENGINEER'S OFFICE FOR BUILDING PADS THAT HAVE TWO (2) OR MORE FEET OF FILL MATERIAL INDICATED. THIS INFORMATION SHALL BE SUPPLIED PRIOR TO POURING FOUNDATIONS. MINIMUM 95% COMPACTION PER ASTM D698. 5. PREPARATION OF GROUND: THE AREA OVER WHICH FILLS ARE TO BE MADE SHALL BE CLEARED OF ALL TRASH, TEES, STUMPS, DEBRIS OR OTHER MATERIOAL NOT SUITABLE AS A FOUNDATION FOR FILL. 6. LOCATIONS OF ALL UTILITIES SHOWN ON THIS PLAN ARE BASED ON INFORMATION SUPPLIED TO THE ENGINEER BY THE APPROPRIATE UTILITY COMPANIES. NO GUARANTEE ON LOCATIONS OR ACCURACY IS IMPLIED OR GIVEN. IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO CONTACT BLUE STAKE AT 263-1100 AND ANY OTHER INVOLVED AGENCIES TO LOCATE ALL UTILITIES PRIOR TO CONSTRUCTION. 7. RETAINING WALLS SHALL BE BACKFILLED WITH 2' TO 3' STONE WITH 1' DRAINS AT 6' ON CENTER. 8. DISTURBED AREAS SHALL BE REPLANTED WITH DESERT PLANTS OR DROUGHT-RESISTANT PLANTS. EXISTING VEGETATION SHALL BE RELOCATED IF DISTURBED BY CONSTRUCTION. 9. SWALES SHALL BE LINED WITH 4" MINIMUM ROCK AND BE A MINIMUM OF 14" DEEP AFTER FINISH LANDSCAPING. 10.ALL EXPOSED RETAINING WALLS AND FENCES SHALL BE FINISHED WITH PAINTED STUCCO. 11.OWNER AND CONTRACTOR IS RESPONSIBLE FOR ALL BUILDING HEIGHTS ABOVE NATURAL GRADE TO COMPLY WITH FOUNTAIN HILLS AND HOME OWNERS ASSOCIATION REQUIREMENTS. 12.ALL DRAINAGE SWALES SHALL BE MAINTAINED BY OWNER TO BE FREE OF TRASH, SILT, VEGETATION, AND DEBRIS. 13.DROPS OF 30" OR MORE IN ACCESSIBLE AREAS SHALL BE PROTECTED BY A 36" MINIMUM HEIGHT GUARD RAIL (G.R.) 14.CONTRACTOR SHALL VERIFY PROPERTY LINE LOCATIONS PRIOR TO PROCEEDING WITH WORK. 15.FINISH GRADE SHALL SLOPE AWAY FROM RESIDENCE AT 5% FOR A MINIMUM DISTANCE OF 10' TO AN APPROVED WATER DISPOSAL AREA. 16.ARCHITECTURAL, STRUCTURAL, ELECTRICAL, MECHANICAL, AND PLUMBING ARE NOT A PART OF THIS SITE PLAN. 17.SWIMMING POOLS, SPAS, FENCES, AND SITE WALLS REQUIRE SEPARATE PERMITS. 18.MITIGATION OF EXPANSIVE SOIL IS NOT A PART OF THIS PLAN. SEE HOUSE PLANS FOR REQUIREMENTS. 19.FOUNDATIONS SHALL BEAR ON NATIVE SOIL OR COMPACTED FILL WITH MINIMUM 95% COMPACTION PER ASTM D698. 20.CONTRACTOR SHALL PROVIDE 1" MINIMUM WATER SERVICE. GRADING AND DRAINAGE NOTES FIRM ZONE: ARCHITECTURAL DESIGNER BUILD DESIGN AND CONSTRUCTION MANAGEMENT LLC CONTACT: DAVID SCARLE 602-501-8904 DS@JUSSARASCARLE.COM 34596 ROBERTO ORLANDO A RIZONA U .S .A . D a t e Signed . . . . . . . . . . . . . . . . . . .R egistered P r o f e s sional E n gin e e r (Civil) C E R T I FICATE N O . 12 /2 9 /2025 8593 BASIS OF BEARINGS LEGAL DESCRIPTION: (FROM DOC. # 2024-0200810, M.C.R.) LOT 21, OF FIREROCK PARCEL J-2, ACCORDING TO BOOK 520 OF MAPS, PAGE 35, RECORDS OF MARICOPA COUNTY, ARIZONA. LEGAL DESCRIPTION S 73° 33' 26" E, ALONG A PORTION OF THE MONUMENTED NORTHERLY LINE OF LOT 21, PER BOOK 520, PAGE 35, M.C.R., AS SHOWN HEREON. PROJECT DATA SITE ADDRESS: 9619 NORTH FOUR PEAKS WAY FOUNTAIN HILLS, ARIZONA 85268 PARCEL ZONING: R1-35H PUD Z97-46 ASSESSOR PARCEL NUMBER: 176-11-183 NET LOT AREA: 31,449 SF± (0.722 ACRES ±) THE PROJECT WILL CONSIST OF THE FOLLOWING : ·NEW RESIDENTIAL STRUCTURE ·GRADING FOR NEW RESIDENTIAL STRUCTURE ·RETAINING WALLS & SITE WALLS ·STORM DRAINS AND DRAINAGE SWALE ·PAVERS PROJECT DESCRIPTIONS ENGINEER'S CERTIFICATION THE LOWEST FINISHED FLOOR ELEVATION(S) AND/OR FLOOD PROOFING ELEVATION(S) FOR THE HOUSE ON THIS PLAN ARE SUFFICIENTLY HIGH TO PROVIDE PROTECTION FROM FLOODING CAUSED BY A ONE-HUNDRED YEAR STORM NATIVE PLANTS WAS CONDUCTED BY A SALVAGE COMPANY, SEE LANDSCAPE PLAN FOR DETAILS NATIVE PLANTS VICINITY MAP PER TOWN OF FOUNTAIN HILLS ZONING ORDINANCE CHAPTER 8 ALL OUTDOOR LIGHTS WILL CONSIST OF PARTIALLY SHIELDED FIXTURE OF 2250 WATTS OR LESS PER FIXTURE AND SHALL NOT EXCEED 3000K (CORRELATED COLOR TEMPERATURE) EXTERIOR LIGHT NOTES GRADING AND DRAINAGE PLAN LOT 21 FIREROCK PARCEL J2 9619 NORTH FOUR PEAKS WAY FOUNTAIN HILLS, ARIZONA 85268 DO N O T S C A L E D R A W I N G S . N O T I F Y E N G I N E E R I M M E D I A T E L Y O F A N Y D I S C R E P A N C I E S C O N C E R N I N G T H E I N F O R M A T I O N H E R E I N . T H E E N G I N E E R A S S U M E S N O R E S P O N S I B I L I T Y O F W O R K I N P L A C E D E V I A T I N G F R O M T H E I N F O R M A T I O N A N D I N T E N T O F T H E S E D R A W I N G S . TH E S E D R A W I N G S A R E A N I N S T R U M E N T O F S E R V I C E A N D T H E P R O P E R T Y O F T E R R A D Y N A M I C E N G I N E E R I N G . A N Y R E P R O D U C T I O N O F T H E S E D R A W I N G S , O R A N Y P O R T I O N H E R E I N W I T H O U T W R I T T E N P E R M I S S I O N F R O M T E R R A D Y N A M I C E N G I N E E R I N G I S P R O H I B I T E D B Y L A W . CHECKED BY: JOB NUMBER: SUBMITTAL DATE SCALE: DRAWN BY: SHEET NUMBER: PR O J E C T : REVISED DATES: -- C-1 1/6 -- RO -- 25-002 AUGUST 21, 2025 TI T L E S H E E T LO T 2 1 F I R E R O C K P A R C E L J 2 96 1 9 N O R T H F O U R P E A K S W A Y FO U N T A I N H I L L S , A R I Z O N A 8 5 2 6 8 -- -- 12/29/2025 T.O.F. LAND DISTURBANCE DATA TOTAL DISTURBANCE 15,400 SF ALLOWABLE DISTURBANCE 18,700 SF LOT COVERAGE 25% MAX 1.All mechanical equipment, pool equipment, and screen walls shall be located within the Building Envelope. 2.Electric Meters, Gas Meters, Landscape Controls, CATV Equipment Boxes, Telephone Equipment Boxes and Water services shall be fully screened from a street, common area or neighboring homesite so that the design of the home with a masonry or stone wall. 3.All perimeter windows and doors must be recessed from the perimeter walls a minimum of 3 5/8” (three and five eighths’ inches) measured from the finish of the wall where the recess occurs to the glass or door. Thickness of window trim will not be applicable to recess depth. 4.Antennae or satellite dishes must be screened to the extent practicable when viewed from a street, common area, golf course, or neighboring homesites. If locations are not provided prior to installation of antennae or satellite dish, homeowner or builder must submit an application to the COA for approval. 5.All changes to the approved Plans and Elevations that involve the exterior design, materials, and colors must be submitted and processed through the COA. Submit changes two weeks prior to the meeting to avoid a delay in construction. HOA NOTES SITE E. FIREROCK COUNTRY CLUB DR. N. FOUR PEAKS WAY IF A DISCREPANCY EXISTS BETWEEN THE DRAWINGS AND ACTUAL FIELD CONDITIONS, IF A DETAIL IS UNCLEAR IN ITS INTERPRETATION, OR IF AN UNFORESEEN SITE CONDITION ARISES, THE ENGINEER MUST BE CONTACTED IMMEDIATELY TO DETERMINE THE APPROPRIATE COURSE OF ACTION. ANY INSTRUCTIONS PROVIDED SHALL BE DOCUMENTED IN WRITING AND DISTRIBUTED TO ALL RELEVANT PARTIES TO ENSURE COMPLIANCE AND PROPER EXECUTION. THE ENGINEER SHALL NOT BE RESPONSIBLE FOR THE CONSTRUCTION MEANS, METHODS, TECHNIQUES, SEQUENCES, PROCEDURES, SAFETY PRECAUTIONS, OR PROGRAMS EMPLOYED IN CONNECTION WITH THE WORK. FURTHERMORE, THE ENGINEER SHALL NOT BE LIABLE FOR THE CONTRACTOR’S FAILURE TO EXECUTE THE WORK IN ACCORDANCE WITH THE APPROVED CONSTRUCTION DRAWINGS AND DOCUMENTS. THE CONTRACTOR RETAINS SOLE RESPONSIBILITY FOR ENSURING COMPLIANCE WITH ALL APPLICABLE STANDARDS AND REQUIREMENTS. THE OWNER IS RESPONSIBLE FOR ENSURING THE ACCURATE LAYOUT OF IMPROVEMENTS IN ACCORDANCE WITH SETBACK REQUIREMENTS AND PROPERTY LINE LOCATIONS. DIMENSIONAL RELATIONSHIPS TO THE STRUCTURE ARE APPROXIMATE AND INTENDED FOR ILLUSTRATIVE PURPOSES ONLY, AND SHOULD NOT BE RELIED UPON FOR PRECISE MEASUREMENTS OR CONSTRUCTION PLACEMENT. GENERAL ALL GRADING MUST COMPLY WITH THE STANDARDS OUTLINED IN THE 2018 INTERNATIONAL BUILDING CODE (IBC) DRAINAGE 1.THE GROUND IMMEDIATELY ADJACENT TO THE FOUNDATION MUST SLOPE AWAY FROM THE BUILDING AT A MINIMUM 5% GRADE FOR AT LEAST 10 FEET, MEASURED PERPENDICULAR TO THE WALL FACE. ALTERNATIVELY, AN APPROVED METHOD OF DIVERTING WATER AWAY FROM THE FOUNDATION MAY BE USED, IN ACCORDANCE WITH SECTION 1803.3 OF THE INTERNATIONAL BUILDING CODE (IBC). 2.THE OWNER IS RESPONSIBLE FOR KEEPING ALL DRAINAGE PATHS FREE FROM OBSTRUCTIONS, SUCH AS DEBRIS AND SILT, TO ENSURE PROPER WATER FLOW. 3.THE OWNER MUST MAINTAIN ALL DRAINAGE STRUCTURES, INCLUDING WALL OPENINGS, CATCH BASINS, CULVERTS, CHANNELS, AND OTHER DRAINAGE-RELATED FEATURES, TO PREVENT BLOCKAGES. 4.THE OWNER AND CONTRACTORS MUST ENSURE THAT ALL DRAINAGE PATHS REMAIN NATURAL OR AS DESIGNED THROUGHOUT CONSTRUCTION. 5.AFTER CONSTRUCTION, THE OWNER MUST CONTINUE MAINTAINING ALL DRAINAGE PATHS IN THEIR NATURAL OR DESIGNED STATE. 6.DRAINAGE OPENINGS OF 8" X 16" (128 SQUARE INCHES) MUST BE PROVIDED AT EVERY OTHER BLOCK, AS SPECIFIED IN THE PLAN 7.WALL OPENINGS MUST REMAIN UNOBSTRUCTED AND MUST NOT BE COVERED WITH SCREENS, MESH, ROCK, OR ANY OTHER MATERIAL THAT COULD IMPEDE WATER FLOW EROSION PROTECTION & DUST CONTROL 1.THE OWNER OR CONTRACTOR MUST INSTALL AND MAINTAIN LANDSCAPING ON SLOPES AND DISTURBED AREAS TO PREVENT EROSION DURING CONSTRUCTION. 2.AT ROOF SCUPPERS AND EXTERIOR WALL OPENINGS, 2' SQUARE BY 8" THICK RIPRAP MUST BE PROVIDED TO PREVENT EROSION. 3.8" THICK RIPRAP SHOULD BE PLACED BENEATH THE ROOFLINE TO MINIMIZE SOIL EROSION AND MAINTAIN GROUND STABILITY. 4.PROVIDE 5" THICK RIP-RAP WITH GEOTEXTILE FABRIC DRAINAGE SWALES AS NEEDED 5.DUST MUST BE MANAGED BY WATERING, FOLLOWING REGULATIONS SET BY THE AIR POLLUTION CONTROL DISTRICT OF MARICOPA COUNTY. THE CONTRACTOR IS RESPONSIBLE FOR OBTAINING NECESSARY PERMITS FILL MATERIAL 1.ALL FILL MATERIALS MUST BE INORGANIC SOILS, FREE FROM VEGETATION, DEBRIS, ORGANIC CONTAMINANTS, AND FRAGMENTS LARGER THAN 6 INCHES. 2.A GEOTECHNICAL REPORT CONDUCTED BY RITTER ENGINEERING, PRJ G21-0177, DATED JUNE 28, 2021, SHOULD BE USED TO GUIDE SITE PREPARATION, BEARING CAPACITY VALUES, FRICTION VALUES, AND COMPACTION REQUIREMENTS. 3.WHERE EXCAVATION IS TO OCCUR THE TOP FOUR (4) INCHES OF EXCAVATED NATIVE SOIL SHALL REMAIN ON THE SITE AND SHALL BE REUSED IN A MANNER THAT TAKES ADVANTAGE OF THE NATURAL SOIL SEED BANK IT CONTAINS. UTILITIES 1.EXCAVATION NOTIFICATION: THE CONTRACTOR MUST CONTACT BLUESTAKE AT LEAST 48 HOURS BEFORE STARTING ANY EXCAVATION. 2.THE CONTRACTOR MUST LOCATE ALL STRUCTURES, PIPELINES, AND CONDUITS (WHETHER SHOWN ON PLANS OR NOT) BEFORE CONSTRUCTION AND TAKE PRECAUTIONS TO AVOID DAMAGE. THE ENGINEERING TEAM OR DEVELOPER DOES NOT GUARANTEE THE ACCURACY OF UNDERGROUND 3.THE CONTRACTOR MUST VERIFY THE LOCATION AND ELEVATION OF ALL UTILITY CONNECTIONS. 4.ANY UTILITY CROSSING THE WASH MUST BE PLACED IN SLURRY AND BURIED AT A DEPTH OF 3 FEET. ENGINEER'S NOTES ENGINEER'S CERTIFICATION THE LOWEST FINISHED FLOOR ELEVATION(S) AND/OR FLOOD PROOFING ELEVATION(S) FOR THE HOUSE ON THIS PLAN ARE SUFFICIENTLY HIGH TO PROVIDE PROTECTION FROM FLOODING CAUSED BY A ONE-HUNDRED YEAR STORM RITTER ENGINEERING 9034 WEST BIG OAK STREET PEORIA, ARIZONA 85383 CONTACT: KEITH E. RITTER (623) 999-3150 SOILS ENGINEER SITE BENCHMARK SITE BENCHMARK BEING A FOUND REBAR WITH AFFIXED CAP "AZLS 59124" AT AN ANGLE POINT OF THE NORTHERLY LINE OF THE SUBJECT PROPERTY, HAVING AN ELEVATION OF 1823.08' (NAVD88 DATUM) REQUIRED SPECIAL INSPECTION : SOIL COMPACTION ENGINEERED FILL MATERIAL PERIODIC SPECIAL INSPECTION IS REQUIRED FOR THE FOLLOWING ITEMS ·COMPACTION TESTING FOR OPTIMUM MOISTURE AND DENSITY FOUNDATION CONSTRUCTION PERIODIC SPECIAL INSPECTION IS REQUIRED FOR THE FOLLOWING ITEMS ·INSPECTION OF REINFORCEMENT PLACEMENT BEFORE CONCRETE POUR ·VERIFICATION OF ANCHOR BOLTS AND EMBEDMENTS FOR STRUCTURAL CONNECTIONS. ·CONCRETE STRENGTH TESTING USING CYLINDER SAMPLES CONCRETE CONSTRUCTION PERIODIC SPECIAL INSPECTION IS REQUIRED FOR THE FOLLOWING : ·SIZE AND LOCATION OF STRUCTURAL REINFORCEMENT ·CONCRETE PRIOR TO PLACEMENT, STRENGTH & SLUMP ·CONCRETE JOINTS MASONRY CONSTRUCTION PERIODIC SPECIAL INSPECTION IS REQUIRED FOR THE FOLLOWING ITEMS ·REINFORCEMENT PLACEMENT BEFORE GROUT OR CONCRETE POUR. ·VERIFICATION OF GROUT MIX AND CONSOLIDATION TO ENSURE STRUCTURAL INTEGRITY. ·INSPECTION OF ANCHOR BOLTS AND EMBEDMENTS FOR STRUCTURAL CONNECTIONS. ·GROUT SPACE IS CLEAN PRIOR TO GROUTING ·SIZE AND LOCATION OF STRUCTURAL ELEMENTS ·MORTAR PRIOR TO CONSTRUCTION ·CONSTRUCTION OF MORTAR JOINTS ANCHOR BOLTS PERIODIC SPECIAL INSPECTION IS REQUIRED FOR THE FOLLOWING ITEMS ·VERIFICATION OF ANCHOR TYPE, MATERIAL, SIZE, AND LENGTH BEFORE INSTALLATION. ·INSPECTION OF DRILLING METHOD AND HOLE PREPARATION TO ENSURE PROPER EMBEDMENT. ·CONFIRMATION OF INSTALLATION PROCEDURES FOR MECHANICAL AND ADHESIVE ANCHORS. LINEAR FOOTAGE OF SITE RETAINING WALLS: 326 FT LINEAR FOOTAGE OF RETAINING WALLS BENEATH TRELLIS ROOF: 218 FT WALL DATA SHEET INDEX C-1 TITLE SHEET C-2 OVERALL SITE PLAN C-3 GRADING & DRAINAGE PLAN C-4 CROSS SECTIONS AND DETAILS C-5 DETAILS C-6 CUT FILL ANALYSIS Meeting Packet Page 123 of 220 WASH CORRIDOR FLOWLINE (1 8 5 0 ) (18 4 5 ) (18 4 0 ) (18 3 5 ) (18 3 0 ) (1 8 2 5 ) (1 8 2 0 ) (1 8 1 5 ) (1 8 1 0 ) (1 8 0 6 ) (1 8 0 1 ) (1 7 9 5 ) (1 7 9 0 ) ( 1 7 9 5 ) ( 1 8 0 0 ) (1 8 1 0 ) (1 8 0 5 ) (1 8 2 0 ) (1 8 2 5 ) (1 8 3 5 ) (1 8 3 0 ) (1 8 4 0 ) (1 8 4 5 ) (1 8 5 5 ) (1 8 4 5 ) (1 8 4 0 ) (1 8 3 5 ) (1 8 3 0 ) (1 8 2 5 ) (1 8 2 0 ) (1 8 1 5 ) (1 8 1 0 ) (1 8 0 5 ) ( 1 7 9 0 ) (1 8 5 5 ) LOT 22 APN 176-11-184 LOT 27 APN 176-11-189 *25' D.E. LARGE DISTURBANCE AREA (LIKELY SEWER STUB LOC.) FIELD VERIFY CONNECTION FO U R P E A K S W A Y DR I V E W A Y DR I V E W A Y SID E W A L K 15 ' B S L SID E EDGE W A S H S 4 8 ° 4 3 ' 2 6 " E 1 3 9 . 1 3 ' S1 6 ° 2 6 ' 3 4 " W 8 6 . 5 7 ' N73°3 3 ' 2 6 " W 2 3 6 . 5 3 ' SMALL DISTURBANCE AREA (LIKELY GAS STUB LOC.) FIELD VERIFY GARAGE FF = 1849.16 PAD = 1848.5 HOUSE FF = 1849.5 PAD = 1848.8 HOUSE FF = 1849.5 LL = 1835.5 PAD = 1834.8 E E E POOL EQ CIRCULAR STAIRCASE 15' B S L SID E 15 ' B S L SID E 30' BS L REAR *8' PU E N03°12'27"E 6.67' 12" WIDE TRENCH GRATE SITE BENCHMARK EL=1823.08 LOT 20 APN 176-11-182 4" ROLL CURB & GUTTER SIDEWALK R=280.00' Δ=28°38'40" L=139.98' 20 ' 15 ' - 4 " 15 ' 20'-8 " 21' 19 ' - 1 1 " FIRE HYDRANT CO V E R E D PA T I O PO O L B C-4 B' C-4 A' C-4 A C-4 SITE RETAINING WALL SITE RETAINING WALL SITE RETAINING WALL SITE RETAINING WALL GAS FIRE PLACE 15% DRIVEWAY SLOPE ATRIU M HOUSE RETAINING STEM HOUSE RETAINING STEM HOUSE RETAINING STEM ATRIU M BA S E M E N T P E R G O L A PATIO RETAINING WALL SES 18 ' WATER METER (2) 4”Ø SCHEDULE 40 CONDUITS W AC UNITS AC UNITS PROPOSED DISTURBED AREA HOA SUGGESTED BUILDING ENVELOPE (BASI S O F B E A R I N G S ) S73°3 3 ' 2 6 " E 1 0 9 . 1 7 ' DRAINAGE SWALE DRAINAGE SWALE LOWER LEVEL RETAINING STEM LANDSCAPE POT LANDSCAPE POT DRAINAGE SWALE (1 8 5 0 ) (1 8 3 5 ) C C-4 C' C- 4 COVERED ENTRY GA R A G E FF = 1 8 4 9 . 1 6 PA D = 1 8 4 8 . 5 D C-4 D' C-4 PL A N T E R UPPER DECK DECK 1849 LOWER LOWER LL = 1835.5 PAD = 1834.8 ( 1 8 5 3 ) (18 5 7 ) GAS METER SES 20' FRON T Y A R D SETBAC K *20' R/W *20' R/W LANDSCAPE POT SITE RETAINING WALL LOT 21 APN 176-11-183 135'-3" S S S S S S S S S S S S S UP DOWN P R E L I M I N A R Y NO T F O R CO N S T R U C T I O N OR R E C O R D A T I O N 2310 C=43 . 1 EXISTING CONTOURS2310 GRAPHIC SCALE ( IN FEET ) 1"=20' 1020 0 20 N 34596 ROBERTO ORLANDO A RIZONA U .S .A . D a t e Signed . . . . . . . . . . . . . . . . . . .R egistered P r o f e s sional E n gin e e r (Civil) C E R T I FICATE N O . 12 /2 9 /2025 8593 TOP OF WALLTW BOTTOM OF EXPOSED WALLBW TRW TOP OF RETAINING WALL TOP OF RAIL/GUARD RAILRAIL PUBLIC UTILITY EASEMENT BUILDING SETBACK LINE CONCRETE MASONRY UNIT P.U.E. B.S.L. CMU MARICOPA COUNTY RECORDERM.C.R. MARICOPA COUNTY ASSESSORM.C.A. RIGHT OF WAYR/W FOUND 1/2" CAPPED REBAR AZLS 16098 OR AS NOTED TELECOM. PEDESTAL SANITARY SEWER MANHOLE WATER METER SEWER BLUESTAKE BOUNDARY LINE CENTER LINE FOUND BRASS CAP FLUSH GAS BLUESTAKE ELECTRIC TRANSFORMER RIGHT OF WAY MARICOPA COUNTY RECORDSM.C.R. ASSESSOR PARCEL NUMBERAPN WATER BLUESTAKE CACTUS PALO VERDE TREE SAGUARO CACTUS TREE (UNKNOWN TYPE) BLOCK WALL RIGHT-OF-WAYR/W PARCEL LINE LEGEND APPROXIMATE UNDERGROUND GAS LINE APPROXIMATE UNDERGROUND SEWER LINEEX-S APPROXIMATE UNDERGROUND WATER LINE SEWER CLEAN OUT NEW SEWERLINE NEW WATERLINE W PLANT LEGEND TOP OF FOUNDATIONTF PROPOSED FINISHED CONTOURS RIP-RAP PROPOSED HOUSE AND UNDER ROOF CONCRETE SPOT ELEVATION FLOW DIRECTION DO N O T S C A L E D R A W I N G S . N O T I F Y E N G I N E E R I M M E D I A T E L Y O F A N Y D I S C R E P A N C I E S C O N C E R N I N G T H E I N F O R M A T I O N H E R E I N . T H E E N G I N E E R A S S U M E S N O R E S P O N S I B I L I T Y O F W O R K I N P L A C E D E V I A T I N G F R O M T H E I N F O R M A T I O N A N D I N T E N T O F T H E S E D R A W I N G S . TH E S E D R A W I N G S A R E A N I N S T R U M E N T O F S E R V I C E A N D T H E P R O P E R T Y O F T E R R A D Y N A M I C E N G I N E E R I N G . A N Y R E P R O D U C T I O N O F T H E S E D R A W I N G S , O R A N Y P O R T I O N H E R E I N W I T H O U T W R I T T E N P E R M I S S I O N F R O M T E R R A D Y N A M I C E N G I N E E R I N G I S P R O H I B I T E D B Y L A W . CHECKED BY: JOB NUMBER: SUBMITTAL DATE SCALE: DRAWN BY: SHEET NUMBER: PR O J E C T : REVISED DATES: 1"=20' C-2 2/6 -- RO -- 25-002 AUGUST 21, 2025 OV E R A L L S I T E P L A N LO T 2 1 F I R E R O C K P A R C E L J 2 96 1 9 N O R T H F O U R P E A K S W A Y FO U N T A I N H I L L S , A R I Z O N A 8 5 2 6 8 -- -- 12/29/2025 T.O.F. Meeting Packet Page 124 of 220 (1 8 5 0 ) (1 8 4 5 ) (1 8 4 0 ) (18 3 5 ) (18 3 0 ) (1 8 2 5 ) (1 8 2 0 ) (1 8 1 5 ) (1 8 1 0 ) (1 8 1 0 ) (1 8 0 5 ) ( 1 8 2 0 ) (1 8 2 5 ) (1 8 3 5 ) (1 8 3 0 ) (1 8 4 0 ) (1 8 4 5 ) (1 8 5 5 ) (1 8 4 5 ) (1 8 4 0 ) (1 8 3 5 ) (1 8 3 0 ) (1 8 2 5 ) (1 8 2 0 ) (1 8 1 5 ) (1 8 1 0 ) (1 8 0 5 ) ( 1 8 5 5 ) FO U R P E A K S W A Y E E E E E E 1835.16 TW 1834.83 TRW 1824 BW 1823 TF 1835.16 TW 1834.83 TRW 1822 BW 1821 TF 1842.08 T/STEM 1834.83 BW 1833.83 TF 1835.5 STEM 1823.5 BW 1843.92 COPING SPILL 1842.83 POOL TROUGH 1852 TRW 1848.75 BW 1848 TF 1856.33 TRW 1852 BW 1851 TF 1849 COPING POOL 18 4 9 . 1 6 C 18 4 9 C 18 5 1 C 18 5 2 C 18 5 3 C 18 5 4 C 18 5 0 C 1849 C 1849.1 6 C 18 4 9 . 1 6 C 1849 STEM 1827.5 BW 1826.5 TF GA R A G E FF = 1 8 4 9 . 1 6 PA D = 1 8 4 8 . 5 GARAGE FF = 1849.16 PAD = 1848.5 HOUSE FF = 1849.5 PAD = 1848.8 HOUSE FF = 1849.5 LL = 1835.5 PAD = 1834.8 POOL EQ UPPER DECK DECK 1849 LOWER LOWER LL = 1835.5 PAD = 1834.8 CO V E R E D PA T I O D E C K LL = 1 8 3 5 . 5 PA D = 1 8 3 4 . 8 POOL COVERED ENTRY ATRIU M SEWER LIFT PUMP/ EJECTOR SEE MECHANICAL 1835.16 TW 1834.83 TRW 1825 BW 1824 TF 1849 STEM 1832.5 BW 1831 TF 1849 STEM 1836 BW 1835 TF 1854 SCREEN 1849 TRW 1838 BW 1837 TF 1854 SCREEN 1849 TRW 1841 BW 1840 TF 1854 SCREEN 1849 TRW 1843 BW 1842 TF 1851 TRW 1844.5 BW 1843.5 TF 1852 TRW 1848 BW 1847 TF 1853 TRW 1850 BW 1849 TF W W ATRI U M 1857.17 TRW 1852 BW 1851 TF 1856.33 TRW 1852 BW 1851 TF 1853 TRW 1848.75 BW 1848 TF 1853 TRW 1848.75 BW 1848 TF GRAS S 1856.33 TRW 1849 BW 1848 TF 18 5 2 F G 18 5 2 F G 18 5 2 F G 1854.83 TRW 1848.7 BW 1848 TF 18 4 8 . 7 5 F G 1850.83 TRW 1848.5 BW 1847.5 TF 1854 SCREEN 1850.83 TRW 1845 BW 1843.5 TF BOULDER RETAINING WALL 1855.17 TRW 1853 BW 1852 TF 1852 TRW 1848.75 BW 1848 TF 18 4 9 C LO W E R B A S E M E N T P A T I O 18 3 5 F G AT R I U M 18 4 9 . 1 6 C 18 5 3 F G 1845.5 INV 1848.75 RIM 1844.6 INV 1849 GRATE 1847.6 INV 1849 GRATE 1847 INV 8"Ø HDPE STORM DRAIN PIPE @ A MINIMUM 3% SLOPE 8"Ø HDPE STORM DRAIN PIPE @ A MINIMUM 3% SLOPE 18 4 8 . 7 5 F G 18 4 8 . 7 5 F G PROPOSED DISTURBED AREA (1 8 5 0 ) (1 8 3 5 ) 1848.7 RIM 1846.3 INV 1848.75 RIM 1846.7 INV 1848.75 RIM 1846.8 INV 1848.75 RIM 1847.5 INV 1848.75 RIM 1847.6 INV 1848.75 RIM 1848 INV 1848.75 RIM 1844.8 INV 1848.75 RIM 1845 INV 1845 CO 1843 INV 1848.75 RIM 1844.2 INV 4"Ø HDPE STORM DRAIN PIPE @ A MINIMUM 3% SLOPE MATCH EXISTING GRADE MATCH EXISTING GRADE 1848.1 FG 1842 INV 18 4 9 . 1 6 D E C K CIRCULAR STAIR CASE SEE ARCH PLANS SEWER LIFT PUMP IN LOWER LEVEL MECHANICAL ROOM 1835 C 1828 C PL A N T E R ( 1 8 5 3 ) (18 5 7 ) 18 ' D / W 1855.17 TRW 1848.75 BW 1848 TF 18 4 8 . 7 5 F G 1855.17 TRW 1848.75 BW 1848 TF 8 8 8 8 8 1 3 4 5 6 8 8 87 99 1010 10 10 10 9 9 9 9 9 9 9 9 9 9 9 9 8 8 8 8 7 9 13 12 14 18 5 5 . 0 TB C 18 5 4 . 3 EP 18 5 3 . 6 TB C 1855.9 TBC 18 5 6 . 6 TB C 18 5 7 . 5 TB C 18 5 5 . 5 C 13 13 18 5 5 . 5 C 14 20 20 20 8 1855.5 FG COMPACTED FILL 11 11 11 11 11 1849 GRATE 1847.75 INV 1843 INV 14 16 16 16 16 16 16 16 16 16 18 19 FIRE F T R 21 21 21 18345 RIM 1822 INV 1848.7 RIM 1845 INV (W) 1822.4 INV (E) 18 4 9 D E C K 1843.8 RIM 1839.4 INV16 1843.8 RIM 1840.2 INV16 1834.5 RIM 1822.5 INV (OUTLET) 16 16 1834.5 RIM 1824. INV (OUTLET) 16 1834.5 RIM 1824.5 INV (OUTLET) 16 EDGE OF ROOF EDGE OF ROOF 15 15 15 15 15 14 15 16 15 6"Ø HDPE STORM DRAIN PIPE @ A MINIMUM 3% SLOPE MAILBOX, FIELD VERIFY LOCATION S S S S S S S S S S S S S S S S S S S S S S S S S S 32 3 3A1854.6 GB 1854.3 GB 1854.88 GB 1854.3 TBC 18 5 3 . 7 EP UP DOW N 1846. 5 8 C 18 4 4 C 18 4 4 C 1846 . 4 8 C 1852.5 TW 11 11 1843.8 RIM 1839.8 INV16 1843.8 RIM 1839.1 INV (IN) 1834.1 INV (OUT) 16 1834 INV OUTLET 15 1825 FL 1825 . 2 FL 1826 FL 1828 FL 1830 FL 1832 FL 1834 FL 1836 FL 1838 FL 1840 FL 1842 FL 1844 FL 1846 FL 1848 FL 1850 FL 1851 . 5 FL 1823 . 5 FL 1823 . 7 FL 1824 FL 1826 FL 1828 FL 1830 FL 1832 FL 1834 FL 1836 FL 1838 FL 1840 FL1842 FL1844 FL 1846 FL 1848 FL 1850 FL 1852 FL 1854 FL 1855 . 5 FL P R E L I M I N A R Y NO T F O R CO N S T R U C T I O N OR R E C O R D A T I O N 2310 C=43 . 1 EXISTING CONTOURS2310 HOUSE RETAINING STEM OR HIGH STEM SEE ARCHITECTURAL DRAWINGS SHEET STRUCTURAL SHEETS. HOUSE STEM WALL SHOULD BE A MINIMUM 1.0' ABOVE FINISHED ADJACENT TO HIGHEST GRADE (TYPICAL) THE RETAINING WALL OF THE HOUSE MUST BE WATER PROOFED IN ACCORDANCE WITH CHAPTER 1807 OF THE 2018 INTERNATIONAL BUILDING CODE. GRAPHIC SCALE ( IN FEET ) 1"=10' 510 0 10 N 34596 ROBERTO ORLANDO A RIZONA U .S .A . D a t e Signed . . . . . . . . . . . . . . . . . . .R egistered P r o f e s sional E n gin e e r (Civil) C E R T I FICATE N O . 12 /2 9 /2025 8593 TOP OF WALLTW BOTTOM OF EXPOSED WALLBW TRW TOP OF RETAINING WALL TOP OF RAIL/GUARD RAILRAIL PUBLIC UTILITY EASEMENT BUILDING SETBACK LINE CONCRETE MASONRY UNIT P.U.E. B.S.L. CMU MARICOPA COUNTY RECORDERM.C.R. MARICOPA COUNTY ASSESSORM.C.A. RIGHT OF WAYR/W FOUND 1/2" CAPPED REBAR AZLS 16098 OR AS NOTED TELECOM. PEDESTAL SANITARY SEWER MANHOLE WATER METER SEWER BLUESTAKE BOUNDARY LINE CENTER LINE FOUND BRASS CAP FLUSH GAS BLUESTAKE ELECTRIC TRANSFORMER RIGHT OF WAY MARICOPA COUNTY RECORDSM.C.R. ASSESSOR PARCEL NUMBERAPN WATER BLUESTAKE BLOCK WALL RIGHT-OF-WAYR/W PARCEL LINE LEGEND APPROXIMATE UNDERGROUND GAS LINE APPROXIMATE UNDERGROUND SEWER LINEEX-S APPROXIMATE UNDERGROUND WATER LINE SEWER CLEAN OUT NEW SEWERLINE NEW WATERLINE W TOP OF FOUNDATIONTF PROPOSED FINISHED CONTOURS RIP-RAP PROPOSED HOUSE AND UNDER ROOF CONCRETE SPOT ELEVATION FLOW DIRECTION DO N O T S C A L E D R A W I N G S . N O T I F Y E N G I N E E R I M M E D I A T E L Y O F A N Y D I S C R E P A N C I E S C O N C E R N I N G T H E I N F O R M A T I O N H E R E I N . T H E E N G I N E E R A S S U M E S N O R E S P O N S I B I L I T Y O F W O R K I N P L A C E D E V I A T I N G F R O M T H E I N F O R M A T I O N A N D I N T E N T O F T H E S E D R A W I N G S . TH E S E D R A W I N G S A R E A N I N S T R U M E N T O F S E R V I C E A N D T H E P R O P E R T Y O F T E R R A D Y N A M I C E N G I N E E R I N G . A N Y R E P R O D U C T I O N O F T H E S E D R A W I N G S , O R A N Y P O R T I O N H E R E I N W I T H O U T W R I T T E N P E R M I S S I O N F R O M T E R R A D Y N A M I C E N G I N E E R I N G I S P R O H I B I T E D B Y L A W . CHECKED BY: JOB NUMBER: SUBMITTAL DATE SCALE: DRAWN BY: SHEET NUMBER: PR O J E C T : REVISED DATES: 1"=10' C-3 3/6 -- RO -- 25-002 AUGUST 21, 2025 GR A D I N G A N D D R A I N A G E P L A N LO T 2 1 F I R E R O C K P A R C E L J 2 96 1 9 N O R T H F O U R P E A K S W A Y FO U N T A I N H I L L S , A R I Z O N A 8 5 2 6 8 -- -- 12/29/2025 T.O.F. VERIFY SEWER SERVICE LATERAL. COORDINATE WITH FOUNTAIN HILLS SEWER DISTRICT (480) 837-9444 PROVIDE SEWER CLEANOUT CONTRACTOR TO CONTACT FHSD PRIOR TO CONSTRUCTION TO VERIFY EXACT LOCATION OF SEWER SERVICE LATERAL KEY NOTES 400 AMP SES SERVICE TO BE FIELD VERIFIED WITH UTILITY COMPANY, SEE ELECTRICAL SHEETS 1 2 5 6 12 GATE WITH SELF CLOSING SELF LATCH, PROVIDE A 3" OPENING BETWEEN GATE AND GRADE, SEE ARCHITECTURAL SET PROVIDE 1"Ø METER WITH 1-1/2" SERVICE LINE, VERIFY SIZE WITH FIRE SPRINKLER REQUIREMENTS PER EPCOR STD DTL 342-2 HOUSE RETAINING WALL/EXTENDED STEM/LOWER PATIO RETAINING WALL SEE STRUCTURAL DETAILS NOTE: RETAINING STEM SHOULD BE A MINIMUM OF 12 INCHES HIGHER THAN FINISH ADJACENT EXTERIOR GRADE; WATERPROOF WALL PER IBC AND PROVIDE A 4"Ø PERFORATED PIPE WITH 1" WASH ROCK AND FABRIC FILTER BEHIND ALL RETAINING WALL, DRAIN TO DAYLIGHT, SEE STRUCTURAL SET FOR DETAILS 11 8 SITE RETAINING WALL SEE DETAIL 3,4, & 6/C-4 WATERPROOF WALL PER IBC AND PROVIDE A 4"Ø PERFORATED PIPE WITH 1" WASH ROCK AND FABRIC FILTER BEHIND ALL RETAINING WALL, DRAIN TO DAYLIGHT 9 7 A/C UNITS, ALL EQUIPMENT SHALL BE SCREEN BY A WALL THAT IS A MINIMUM 12" HIGHER THAN THE EQUIPMENT THAT IS SCREENING. 18 NEW POOL AND SPA BY OTHER AND THROUGH SEPARATE PERMIT 19 NEW POOL AND SPA EQUIPMENT WITH CARTRIDGE FILTER SYSTEM ON BACKWASH BY OTHER AND THROUGH SEPARATE PERMIT DRAINAGE TRENCH DRIVEWAY WITH SLOT GRATE DRAIN (OWNER SELECT) DRAIN TO DAYLIGHT AT NORTH END, SEE DETAIL 6/C-3 GRATE = 1849 INVERT = 1847 (FLOWLINE AT NORTH END) INVERT = 1843 (PIPE OUTLET AT NORTH WALL) 14 13 DRAINAGE SWALE WITH TERMINATION WITH 8" THICK NATIVE STONE, D50=4" RIP-RAP, SEE NOTES ON DETAIL 8/C-3 & 7/C-4 8"Ø HDPE DRAIN PIPE SLOPE AT A MIN 2% SLOPE WITH RIP-RAP AT OUTLET SEE DETAIL 6 & 8/C-4 15 TELEPHONE SERVICE TO BE FIELD VERIFIED WITH UTILITY PROVIDE NEW SEWER CLEANOUT3 PROVIDE NEW BACKWATER VALVE PER IPC 714.13A SITE RETAINING WALL AT DRIVEWAY SEE DETAIL 5 & 6/C-4 AND A&B/C-1 WATERPROOF WALL PER IBC AND PROVIDE A 4"Ø PERFORATED PIPE WITH 1" WASH ROCK AND FABRIC FILTER BEHIND ALL RETAINING WALL, DRAIN TO DAYLIGHT 10 36" GUARD RAIL PER SECTION 1015 IBC, SEE ARCHITECTURAL SET 8"Ø HDPE DRAIN PIPE, SLOPE AT A MIN 2% SLOPE, WITH RIP-RAP AT OUTLET SEE DETAIL 8/C-3, 6 & 8/C-4 INVERT = 1842 (PIPE OUTLET AT NORTH WALL) INVERT = 1845.5 (PIPE OUTLET AT SOUTH WALL, EAST END) 17 NEW GAS METER, SERVICE TO BE FIELD VERIFIED WITH UTILITY COMPANY4 20 ABOVE GROUND PLANTER SEE ARCHITECTURAL PLANS NYLOPLAST 12" DOME GRATE AND DRAIN WITH ELBOWS AND TEES AS NEEDED, DRAIN TO DAYLIGHT WITH 4"Ø PIPE WITH A MINIMUM 2% SLOPE, SEE DETAIL 6 & 8/C-4. (USE 6"Ø PIPE WHEN USED IN SERIES) 16 21 INTERLOCKING CONCRETE PAVER DRIVEWAY SEE DETAIL B/C-2 OR EQUAL TO SUPPORT AN 83,000 LBS FOR FIRE DEPARTMENT ACCESS. DESIGN DRIVEWAY SLOPE IS 8%. AT DRIVEWAY ENTRANCE, GRADE TO MATCH EXISTING PAVEMENT PROPER ROOF DRAINAGE SYSTEMS, SUCH AS GUTTERS OR RAIN DISPERSAL DEVICES, SHOULD BE INSTALLED ALONG THE ENTIRE ROOF PERIMETER TO EFFECTIVELY MANAGE WATER RUNOFF. ROOF RUNOFF MUST BE DIRECTED AT LEAST 5 FEET AWAY FROM ANY PERIMETER WALLS OR COLUMN FOOTINGS TO PREVENT STRUCTURAL ISSUES. ADDITIONALLY, RIPRAP SHOULD BE PLACED BENEATH THE ROOFLINE TO MINIMIZE SOIL EROSION AND MAINTAIN GROUND STABILITY. ROOF RUNOFF HOUSE RETAINING STEM Meeting Packet Page 125 of 220 1850 1860 1870 1840 1830 1820 UPPER DECK DECK 1849.67PR O P E R T Y L I N E PR O P E R T Y L I N E PROPOSED LIMITS OF DISTURBANCE 1844 COPING SPILL FIREPIT LOWER LEVEL LL = 1835.5 PAD = 1834.8 POOL SPA ENGINEERED COMPACTED FILL ENGINEERED COMPACTED FILL PROPOSED LIMITS OF DISTURBANCE DRAINAGE SWALE EXTERIOR STAIRS SEE ARCH PLANS 1846.58 COPING 10 ' 12 ' - 2 " PAVER OR CONCRETE SEE LANDSCAPE 6" THICK SUBGRADE PREPARATION PER MAG SEC 301. 8" X 8" OPENING BOND BEAM ENGINEERED COMPACTED FILL PER SOILS REPORT 1' 6"Ø DRAINAGE PIPE OR SIZE AS NOTED FROM SURFACE RUNOFF 6" THICK UNTREATED BASE PER MAG SEC 310. AGGREGATE BASE MATERIAL PER MAG SEC 702., AGGREGATE TO BE 3/4" MAXIMUM, PLASTICITY INDEX = 3% MIN, 5% MAX. APPROXIMATE NATIVE MATERIAL WA L L H E I G H T TO V A R Y S E E C - 1 PROVIDE 12"Ø NYLOPLAST PVC DRAIN BASIN AND DOME GRATE (in planters) or flat grates (in pavements) FINISH GRADE SEE ARCH PLANS FOR FINISHES PIPE BEDDING NOTE: PROVIDE 8"X16" WALL OPENING AT INSIDE GRADE ELEVATION, WITH 8" THICK RIP-RAP BENEATH SEE (MAXIMUM 4" GRADE DIFFERENTIAL). OTHERWISE PROVIDE 12"Ø DOME GRATE WITH 6"Ø DRAINAGE PIPE, DRAIN TO DAYLIGHT AT A MINIMUM 2% SLOPE, PIPE OUTLET TO BE NO HIGHER THAN 4" ABOVE ADJACENT FINISH GRADE. FIELD VERIFY LOCATION. ROOF DRAIN PIPE SHALL HAVE ITS OWN DRAIN CATCH BASIN AND DRAIN PIPE. 4"Ø DRAINAGE PIPE FROM ROOF RUNOFF BUILDING WALL ROOF DOWN SPOUTS, SEE ROOF PLAN FOR LOCATIONS FINISH FLOOR SITE GRAVEL (2" THICK) TO BE INCORPORATED INTO THE TOP LAYER TO BLEND WITH THE ADJACENT SITE MATERIAL 8" THICK RIP-RAP BENEATH OR NOTED ON A/C-1 WA L L H E I G H T SE E P L A N S BOTTOM OF WALL/ FINAL GRADE 2 #4 BARS HORIZ (TYP) AT LOWERBOND COARSE FULLY GROUTEDREBAR MUST EXTEND AT LEAST 1 FULL BLOCK ON BOTH SIDES SUPPORT DURING CONSTRUCTION 6"Ø DRAINAGE PIPE FROM SURFACE RUNOFF 12" SQUARE METAL GRATE (beyond) 6"Ø VERTICAL DRAINAGE PIPE (beyond) 8" WIDE BY 8" HIGH WALL OPENING WITH 8" THICK RIP-RAP BENEATH OR NOTED ON 7/C-3 SEE ARCH PLANS FOR FINISHES 6"Ø DRAINAGE PIPE FROM ROOF RUNOFF PROVIDE SECONDARY 8"X16" DRAINAGE OPENING AT EACH CATCH BASIN PROVIDE SECONDARY 8"X16" DRAINAGE OPENING AT EACH CATCH BASIN 1780 1790 1800 1810 1820 1830 1840 1850 1860 1870 1880 PR O P E R T Y L I N E DRAINAGE EASEMENT PR O P E R T Y L I N E GARAGE FF = 1849.16 PAD = 1848.5 EXISTING GRADE ATRIUM ENGINEERED COMPACTED FILL 15% MAXIMUM DRIVEWAY SLOPE *20' R/W *20' R/W LOT 20 APN 176-11-182 20' BSL FRONT *8' PUE 30' BSL REAR PATIO RETAINING STEM NEW HOUSE SEE ARCH PLANS DRAINAGE TRENCH & GRATE 10 ' 10 ' 6' 1780 1790 1800 ENGINEERED COMPACTED FILL EXISTING GRADE NEW HOUSE SEE ARCH PLANS PR O P E R T Y L I N E PR O P E R T Y L I N E *20' R/W *20' R/W 1810 1820 1830 1840 1850 1860 1870 1880 DRAINAGE EASEMENT*8' PUE 20' BSL FRONT 30' REAR FRONT BSL LOT 27 APN 176-11-189 PATIO RETAINING STEM HOUSE FF = 1849.5 PAD = 1848.8 PATIO ROOF NEW POOL NEW POOL TROUGH LL = 1835.5 PAD = 1834.8 COVERED PATIO DECK 6' 10 ' 8' - 9 " 7' - 1 0 " 6" NEW GRADE/ FLOW LINE NATIVE SOIL AASHTO M288 CLASS 2 STANDARD (NON-WOVEN FABRIC GEOTEX 601 SERIES OR APPROVED EQUAL) (www.geotextile.com) TOP WIDTH VARIES 8" THICK RIP-RAP d50=4" (ALONG DRIVEWAY) 12" THICK RIP-RAP d50=6" (ALONG REAR) PROPOSED GRADE 3H:1V MAX SIDE SLOPES 12" DEPTH 6" 100 YEAR HWE H.W.E. = 0.25' + FL 1 1/4" X 1 1/4" X 1/4" STEEL ANGLE PROPOSED DRIVEWAY PAVER3" 1'-2" 1'-2" 1' 1' 2' 1'-8"1/2" X 2" NELSON STUD SHOP WELDED TO FRAME. (12" O.C. TYP.) 6"#4 REBAR, AT TOP, CENTER, & BOTTOM #4 REBAR @12" O.C. TRENCH GRATE BOLTED TRANSVERSE DRAINAGE STRUCTURE http://www.gratesolutions.net/home.htm COLORED CONCRETE SEE ARCH/LANDSCAPE PLAN COMPACTED BEDDING 6"Ø DRAINAGE PIPE DRAIN TO DAYLIGHT PROVIDE 6"Ø DRAINAGE PIPE AT END WITHIN SEAL BETWEEN CONCRETE AND PIPE FINISHED GRADE 80 MM THICK INTERLOCKING CONCRETE PAVERS PER MAG SEC 342. (OWNER TO SELECTED) 6" THICK UNTREATED BASE PER MAG SEC 310. AGGREGATE BASE MATERIAL PER MAG SEC 702., AGGREGATE TO BE 3/4" MAXIMUM, PLASTICITY INDEX = 3% MIN, 5% MAX. 1" THICK MAXIMUM SAND BEDDING GRADATION PER MAG SEC 342. 8" WIDE X 16" THICK CONCRETE RIBBON CLASS B CONCRETE PER MAG SEC 725 6" THICK SUBGRADE PREPARATION PER MAG SEC 301. 8" NON-WOVEN GEOTEXTILE SEDIMENT BARRIER ON BOTTOM PLACED UPON COMPACTED BASE PREPARATION PER MAG SEC 796. NATIVE SOIL 1850 1860 1870 1880 1840 1830 LOT 20 APN 176-11-182 HOUSE FF = 1849.5 PAD = 1848.8 GARAGE FF = 1849.16 PAD = 1848.5 TRENCH 1849.16 C 1854 SCREEN 1849 TRW 1843 BW 1842 TF PROPOSED LIMITS OF DISTURBANCE PROPOSED LIMITS OF DISTURBANCE PR O P E R T Y L I N E PR O P E R T Y L I N E 1854 SCREEN 1850.83 TRW 1848.3 BW 1847.5 TF 8"Ø HDPE STORM DRAIN PIPE @ A MINIMUM 3% SLOPE 8"Ø HDPE STORM DRAIN PIPE @ A MINIMUM 3% SLOPEENGINEERED COMPACTED FILL 34596 ROBERTO ORLANDO A RIZONA U .S .A . D a t e Signed . . . . . . . . . . . . . . . . . . .R egistered P r o f e s sional E n gin e e r (Civil) C E R T I FICATE N O . P R E L I M I N A R Y NOT F O R CO N S T R U C T I O N OR R E C O R D A T I O N SCALEntsDRAINAGE SWALE8 SCALEnts12" WIDE DRIVEWAY TRENCH DRAIN6 SCALEntsPAVED DRIVEWAY5 SECTION A-A'1 SCALE 1"=20' SECTION B-B'3 SCALE1"=20' SCALE1"=15'SECTION C-C'2 DO N O T S C A L E D R A W I N G S . N O T I F Y E N G I N E E R I M M E D I A T E L Y O F A N Y D I S C R E P A N C I E S C O N C E R N I N G T H E I N F O R M A T I O N H E R E I N . T H E E N G I N E E R A S S U M E S N O R E S P O N S I B I L I T Y O F W O R K I N P L A C E D E V I A T I N G F R O M T H E I N F O R M A T I O N A N D I N T E N T O F T H E S E D R A W I N G S . TH E S E D R A W I N G S A R E A N I N S T R U M E N T O F S E R V I C E A N D T H E P R O P E R T Y O F T E R R A D Y N A M I C E N G I N E E R I N G . A N Y R E P R O D U C T I O N O F T H E S E D R A W I N G S , O R A N Y P O R T I O N H E R E I N W I T H O U T W R I T T E N P E R M I S S I O N F R O M T E R R A D Y N A M I C E N G I N E E R I N G I S P R O H I B I T E D B Y L A W . CHECKED BY: JOB NUMBER: SUBMITTAL DATE SCALE: DRAWN BY: SHEET NUMBER: PR O J E C T : REVISED DATES: SEE DETAIL C-4 4/6 -- RO -- 25-002 AUGUST 21, 2025 CR O S S S E C T I O N S A N D D E T A I L S LO T 2 1 F I R E R O C K P A R C E L J 2 96 1 9 N O R T H F O U R P E A K S W A Y FO U N T A I N H I L L S , A R I Z O N A 8 5 2 6 8 -- -- 12/29/2025 T.O.F. 1.ALL RIPRAP ROCKS SHALL BE NATIVE GRANITE 2.RIPRAP MUST APPEAR RECESSED INTO THE FINISHED GRADE 3.THE STONE SHOULD BE PLACE IN SUCH A WAY TO FORM AN INTERLOCKED MASS OF ANGULAR MATERIAL WITH MINIMAL VOIDS OR POCKETS 4.STONE SHOULD BE WELL GRADED THROUGHOUT THE REQUIRED THICKNESS 5.STONES SHOULD BE PREDOMINATELY ANGULAR IN SHAPE 6.SIDE SLOPES SHOULD NOT BE GREATER THAN 3:1 (HORIZONTAL:VERTICAL). 7.THE STONE SHOULD BE PLACE IN SUCH A WAY TO FORM AN INTERLOCKED MASS OF ANGULAR MATERIAL WITH MINIMAL VOIDS OR POCKETS. 8.STONE SHOULD HAVE A MINIMUM SPECIFIC WEIGHT OF 165 LB/FT 9.PROVIDE 6" THICK NATIVE STONE, D50=3", UNLESS NOTED ON PLANS. 10.TOP OF RIP-RAP TO BE PLACED AT FLOWLINE/FINAL GRADE 11.ALL RIPRAP ROCKS SHALL BE NATIVE GRANITE 12.PROVIDE 8" THICK NATIVE STONE, D50=4" BENEATH ALL DRAINAGE OPENINGS AND ROOF DRAINS 13.PROVIDE 12" THICK ANGULAR NATIVE STONE, D50=6", FOR SWALE ADJACENT TO HOUSE AND DRIVEWAY 14.PROVIDE 18" THICK ANGULAR NATIVE STONE, D50=9", FOR SWALE TERMINATION ROOF DRAINAGE SYSTEMS, SUCH AS GUTTERS OR RAIN DISPENSER DEVICES, ARE RECOMMENDED ALL AROUND THE ROOF-LINE. RAIN RUNOFF FROM ROOFS SHOULD BE DISCHARGED AT LEAST 5 FEET FROM ANY PERIMETER WALL OR COLUMN FOOTING. RIP-RAP SHOULD BE PLACED BENEATH THE ROOF-LINE TO REDUCE SOIL EROSION. ROOF RUNOFF SCALENTSLANDSCAPE CATCH BASIN7 SCALE 1"=15'SECTION D-D'4 RIP-RAP NOTES 12 /2 9 /2025 8593 Meeting Packet Page 126 of 220 18 IN DOME LOCKING GRATE ASSEMBLY TO MATCH BASIN O.D. NYLOPLAST DRAIN BASIN WITH DOME GRATE ADAPTER 18"Ø WATERTIGHT JOINT 6"Ø HDPE SEE C-2 FOR DEPTH 6" SUMP, PROVIDE INSERT 4" MIN THE BACKFILL MATERIAL SHALL BE CRUSHED STONE OR OTHER GRANULAR MATERIAL PER SOILS REPORT. BEDDING & BACKFILL FOR SURFACE DRAINAGE INLETS SHALL BE PLACED & COMPACTED UNIFORMLY IN ACCORDANCE WITH THE SOILS REPORT. 12"Ø NYLOPLAST DRAIN BASIN WALL MOUNT SHOULD BE INSTALLED 1.38" - 2" BELOW THE STRUCTURE TOP CUTOUT DETAIL PROVIDE 18" SUMP INSERT OR FILL WITH CONCRETE 12" THICK RIP-RAP d50 = 6" 18" to 36" RANDOMLY PLACE BOULDERS FOR DISSIPATION PLACED 1/3 BENEATH GRADE AT TERMINATION NATIVE SOIL NATIVE SOIL NATIVE SOIL PROPOSED GRADE/FLOW LINE V-CHANNEL SEE DETAIL 8/C-3 6" THICK RIP-RAP d50 = 3" ORIGINAL GRADE WOVEN FABRIC GEOTEX 100F SERIES OR APPROVED EQUAL (www.geotextile.com) NATIVE GRADE NEW GRADE 3' MINIMUM 18" to 24" RANDOMLY PLACE BOULDERS FOR DISSIPATION PLACED 1/3 BENEATH GRADE AT TERMINATION LIMITS OF LEVEL SPREADER BOTTOM OF LEVEL SPREADER 12" THICK RIP-RAP d50 = 6" LEVEL SPREADER PROPOSED GRADE/FLOW LINE V-CHANNEL SEE DETAIL 8/C-3 6" THICK RIP-RAP d50 = 3" 5'-4" 12"#5 @ 24" O.C.2'-8"8"2'-8" 12"#5 @ 24" O.C.3'-0"8"4'-0"#5 @ 14" O.C. #5 @ 14" O.C. Hw MAX HEIGHT B TOE W WIDTH Ab THICKNESS "O" VERTICAL REBAR "P" TRASV. REBAR 2 #5 2 #5 "Lb" LONG. REBAR (TOP) 1 #5 1 #5 "Lb" LONG. REBAR (BOT) 12"8"4'-4"#5 @ 14" O.C.#5 @ 24" O.C.2 #5 2 #5 NOTE: FOOTING BEARING UPON NATIVE MATERIAL OR ENGINEERED FILL, GEOTECHNICAL INVESTIGATION CONDUCTED BY RITTER ENGINEERING, PRJ G21-0177, DATED JUNE 28, 2021, SHOULD BE USED FOR ALL SITE PREPARATION, BEARING CAPACITIES VALUES, FRICTION VALUES, AND COMPACTION REQUIREMENTS. ·2"Ø PVC PIPE FOR DRAINAGE PLACED @ 6' O.C. CAN BE USED ALONG THE FRONT RETAINING WALL IN LIEU OF THE 4"Ø PERFORATED PIPE. DISTANCE = Hw NO SURCHARGE 3' - 0 " C M U F E N C E OR 5 ' G U A R D R A I L MA X I M U M Ab 2' MI N . 12 " Hw 8"X8"X16" CMU PARTIALLY GROUTED WALL SEE ARCH PLANS FOR FINISH SPEC. 8"X8"X16" CMU FULLY GROUTED WALL "O" BARS "P" BARS 2 #4 BARS HORIZ (TYP) AT EVERY BOND COARSE FINISHED GRADE "Lb" BARS (TOP) FINISHED GRADE NONCOHESIVE BACKFILL MATERIAL "Lb" BARS (BOTTOM) 1" WASHED ROCK FILTER 3" B 2" W FILTERING FABRIC #9 JOINT REINF HORIZ @ 16" O.C. DUR-O-WIRE OR EQUAL W/ 6" LAP FOR SPLICE WATERPROOF MEMBRANE NOTE: -POUR WALL SOLID -1/4" EXPANSION JOINT EVERY 20-FT -BRACE WALL DURING BACKFILLING AND CONSTRUCTION. 23 4" FROM BACK FACE TO C.L. OF REBAR 20" LAP MIN. #5 BARS VERT @ 48" O.C. FULLY GROUT THIS CELL 4"Ø PERFORATED PVC PIPE DAYLIGHT TO DRAIN AT A 2% SLOPE FOUNDATION BEARING UPON NATIVE SOIL OR COMPACTED FILL, SEE SOILS REPORT DAMPPROOFING NOTE: PROVIDE "DECO DAMPPROOF COATING (ICC ESR-1417) OVER ALL ENCLOSED RETAINING, HIGH STEM, AND BASEMENT WALLS BELOW GRADE (2018 IRC SECTION R406.1). A HIGH DENSITY (R-5) BACKFILL BOARD SHALL BE USED TO PROTECT THE WATERPROOF MEMBRANE AND DRAIN TO THE REQUIRED DRAIN TILE. Hw MAX HEIGHT 6'-8"12"#5 @ 24" O.C.5'-0"16"2'-8"#5 @ 12" O.C. Hb BTM STEM B TOE W WIDTH Ab THICKNESS "O" VERTICAL REBAR "P" TRASV. REBAR 3 #5 "Lb" LONG. REBAR (TOP) 2 #5 "Lb" LONG. REBAR (BOT) "M" VERTICAL REBAR 8'-0"#6 @ 16" O.C.3 #5 3 #5 #5 @ 12" O.C.3'-4"16"6'-4"#5 @ 16" O.C.12" #5 BARS VERT @ 48" O.C. FULLY GROUT THIS CELL 20" LAP MIN. 2'3/4" FROM BACK FACE TO C.L. OF REBAR WATERPROOF MEMBRANE #9 JOINT REINF HORIZ @ 16" O.C. DUR-O-WIRE OR EQUAL W/ 6" LAP FOR SPLICE FILTERING FABRIC W 2" B 3" 1" WASHED ROCK FILTER "Lb" BARS (BOTTOM) NONCOHESIVE BACKFILL MATERIAL FINISHED GRADE "Lb" BARS (TOP) FINISHED GRADE 2 #4 BARS HORIZ (TYP) AT EVERY BOND COARSE "P" BARS "O" BARS 12"X8"X16" CMU FULLY GROUTED WALL SEE ARCH PLANS FOR FINISH SPEC. 8"X8"X16" CMU PARTIALLY GROUTED WALL Hw 6" TO 12" SEE PLAN 2' MI N . Ab 3' - 0 " C M U F E N C E OR 5 ' G U A R D R A I L MA X I M U M NO SURCHARGE DISTANCE = Hw 3" FROM BACK FACE "M" BARS 8"X8"X16" CMU FULLY GROUTED WALL NOTE: -POUR WALL SOLID -1/4" EXPANSION JOINT EVERY 20-FT -BRACE WALL DURING BACKFILLING AND CONSTRUCTION. -SPECIAL INSPECTION REQUIRED NOTE: FOOTING BEARING UPON NATIVE MATERIAL OR ENGINEERED FILL, GEOTECHNICAL INVESTIGATION CONDUCTED BY RITTER ENGINEERING, PRJ G21-0177, DATED JUNE 28, 2021, SHOULD BE USED FOR ALL SITE PREPARATION, BEARING CAPACITIES VALUES, FRICTION VALUES, AND COMPACTION REQUIREMENTS. ·2"Ø PVC PIPE FOR DRAINAGE PLACED @ 6' O.C. CAN BE USED ALONG THE FRONT RETAINING WALL IN LIEU OF THE 4"Ø PERFORATED PIPE. ·PROVIDE A MINIMUM OF 30" LAP ON ALL VERTICAL REBAR 4"Ø PERFORATED PVC PIPE DAYLIGHT TO DRAIN AT A 2% SLOPE Hb FOUNDATION BEARING UPON NATIVE SOIL OR COMPACTED FILL, SEE SOILS REPORT DAMPPROOFING NOTE: PROVIDE "DECO DAMPPROOF COATING (ICC ESR-1417) OVER ALL ENCLOSED RETAINING, HIGH STEM, AND BASEMENT WALLS BELOW GRADE (2018 IRC SECTION R406.1). A HIGH DENSITY (R-5) BACKFILL BOARD SHALL BE USED TO PROTECT THE WATERPROOF MEMBRANE AND DRAIN TO THE REQUIRED DRAIN TILE. #5 @ 24" O.C. Hw MAX HEIGHT Hb BTM STEM B TOE W WIDTH Ab THICKNESS "O" VERTICAL REBAR "P" TRASV. REBAR "Lb" LONG. REBAR (TOP) "Lb" LONG. REBAR (BOT) "M" VERTICAL REBAR 5'-4" 3 #5 3 #5 #5 @ 14" O.C.3'-4"16"5'-6"#5 @ 16" O.C.14" #5 BARS VERT @ 16" O.C. FULLY GROUT THIS CELL 20" LAP MIN. 2'3/4" FROM BACK FACE TO C.L. OF REBAR WATERPROOF MEMBRANE #9 JOINT REINF HORIZ @ 16" O.C. DUR-O-WIRE OR EQUAL W/ 6" LAP FOR SPLICE FILTERING FABRIC W 2" B 3" 1" WASHED ROCK FILTER "Lb" BARS (BOTTOM) NONCOHESIVE BACKFILL MATERIAL FINISHED GRADE "Lb" BARS (TOP) FINISHED GRADE 2 #4 BARS HORIZ (TYP) AT EVERY BOND COARSE "P" BARS "O" BARS 12"X8"X16" CMU FULLY GROUTED WALL SEE ARCH PLANS FOR FINISH SPEC. 2 #4 BARS HORIZ (TYP) AT EVERY BOND COARSE Hw 6" TO 12" SEE PLAN 2' MI N . Ab 3' - 0 " C M U F E N C E OR 5 ' G U A R D R A I L MA X I M U M NO SURCHARGE DISTANCE = Hw 3" FROM BACK FACE "M" BARS 8"X8"X16" CMU FULLY GROUTED WALL NOTE: -POUR WALL SOLID -1/4" EXPANSION JOINT EVERY 20-FT -BRACE WALL DURING BACKFILLING AND CONSTRUCTION. -SPECIAL INSPECTION REQUIRED NOTE: FOOTING BEARING UPON NATIVE MATERIAL OR ENGINEERED FILL, GEOTECHNICAL INVESTIGATION CONDUCTED BY RITTER ENGINEERING, PRJ G21-0177, DATED JUNE 28, 2021, SHOULD BE USED FOR ALL SITE PREPARATION, BEARING CAPACITIES VALUES, FRICTION VALUES, AND COMPACTION REQUIREMENTS. ·2"Ø PVC PIPE FOR DRAINAGE PLACED @ 6' O.C. CAN BE USED ALONG THE FRONT RETAINING WALL IN LIEU OF THE 4"Ø PERFORATED PIPE. ·PROVIDE A MINIMUM OF 30" LAP ON ALL VERTICAL REBAR 4"Ø PERFORATED PVC PIPE DAYLIGHT TO DRAIN AT A 2% SLOPE Hb FOUNDATION BEARING UPON NATIVE SOIL OR COMPACTED FILL, SEE SOILS REPORT DAMPPROOFING NOTE: PROVIDE "DECO DAMPPROOF COATING (ICC ESR-1417) OVER ALL ENCLOSED RETAINING, HIGH STEM, AND BASEMENT WALLS BELOW GRADE (2018 IRC SECTION R406.1). A HIGH DENSITY (R-5) BACKFILL BOARD SHALL BE USED TO PROTECT THE WATERPROOF MEMBRANE AND DRAIN TO THE REQUIRED DRAIN TILE. 14"18"#5 @ 16" O.C.4-0"7'-4" 6'-8"3 #5 4 #5 #5 @ 12" O.C.#6 @ 8" O.C. 3' #6 @ 16" O.C. 30" CORNER WALL RETURN PROVIDE #5 BENT BARS @ 16" O.C. HORIZONTAL INTERSECTION FOR LAPPING BOND BEAM REINF. MINIMUM 30" X 30" NOTE: BOND BEAM REINF. NOT SHOWN FOR CLARITY ADDITIONAL #5 VERT. EACH SIDE AS SHOWN PROVIDE #5 BENT BARS @ 16" O.C. HORIZONTAL CORNER FOR LAPPING BOND BEAM REINF. (MINIMUM 30" X30") VERT JOINT WITH CAULK & BACKER ROD (TYP.) CORNERS CONTROL JOINT RETURN WALL ADDITIONAL #5 VERT. AS SHOWN PROVIDE ADDITIONAL #5 VERT. REINF. AT ALL END CELL 30"30" PROVIDE ADDITIONAL #5 VERT. REINF. AT ALL END CELL #5 REINFORCING VERTICAL REBAR SEE DETAIL 3, 5, & 6/C-2 30" 30" 30"30" #5 REINFORCING VERTICAL REBAR SEE DETAIL 3, 5, & 6/C-2 REV A7001-110-572DWG NO.1 OF 1SHEET1:25SCALEDWG SIZE A 12" - 24" DRAIN BASIN STANDARD DETAIL FOR 4" - 24" DURASLOT PIPE TITLE PROJECT NO./NAME MATERIAL DATE APPD BY 3-27-20DATE NMHDRAWN BYTHIS PRINT DISCLOSES SUBJECT MATTER IN WHICH NYLOPLAST HAS PROPRIETARY RIGHTS. THE RECEIPT OR POSSESSION OF THIS PRINT DOES NOT CONFER, TRANSFER, OR LICENSE THE USE OF THE DESIGN OR TECHNICAL INFORMATION SHOWN HEREIN REPRODUCTION OF THIS PRINT OR ANY INFORMATION CONTAINED HEREIN, OR MANUFACTURE OF ANY ARTICLE HEREFROM, FOR THE DISCLOSURE TO OTHERS IS FORBIDDEN, EXCEPT BY SPECIFIC WRITTEN PERMISSION FROM NYLOPLAST. 3-27-20 NMH 3130 VERONA AVE BUFORD, GA 30518 PHN (770) 932-2443 FAX (770) 932-2490 www.nyloplast-us.com ©2007 NYLOPLAST NYLOPLAST DRAIN BASIN STANDARD DETAIL FOR 4" - 24" DURASLOT PIPE CHANGE IN PIPE ANGLES MULTIPLE CONNECTIONS (MORE THAN 2) CHANGE IN DURASLOT PIPE DIAMETER TYPICAL 12" BASIN USES FOR DURASLOT BASINS SEE NYLOPLAST MIN. ANGLE CHART 1.50 2.50 1 - NYLOPLAST 12" FRAMES & SOLID COVERS/GRATES SHALL CONFORM TO ASTM A 536 GRADE 70-50-05 FOR DUCTILE IRON. 2 - ADAPTERS FOR DURASLOT CONNECTION RANGE BETWEEN 4"-24". SEE DRAWING NO. 7001-110-275 FOR ADS N-12 BELL INFORMATION. 3 - SLOT HEIGHT VARIES DEPENDING ON DESIGN CRITERIA. SLOT HEIGHT CAN RANGE FROM 2.5" TO 36". 15" - 24" BASINS WILL REQUIRE SLOTS TALLER THAN STANDARD 2.5" -6" SLOTS. 4 - ENCASE ADAPTER IN CONCRETE TO SEAL CONNECTION BETWEEN ADS DURASLOT PIPE AND NYLOPLAST TEE BODY. 5 - RECTANGULAR SLOTS ARE TO BE CUT INTO BELL ON NYLOPLAST TEE DURING THE MANUFACTURING PROCESS TO ALLOW PIPE AND TEE TO FIT PROPERLY. 6 - 18" AND 24" REDUCERS ARE A CUSTOM PART. 15" X 12" CONE STYLE REDUCER IS TYPICAL BUT REQUIRES TOP TO BE TRIMMED. BASINS WITH REDUCERS WILL REQUIRE CUSTOM SLOT HEIGHTS. 7 - DIMENSIONS ARE FOR REFERENCE ONLY. ACTUAL DIMENSIONS MAY VARY. DIMENSIONS ARE IN INCHES. VARIABLE SUMP DEPTH (6" MIN. BASED ON MANUFACTURING REQ.) 2 4"-12" ADS DURASLOT PIPE 3 1.50 12" NYLOPLAST DRAIN BASIN NYLOPLAST 12" DUCTILE IRON FRAME & SOLID COVER / GRATE VARIABLE INVERT ELEVATIONS AVAILABLE (ACCORDING TO PLANS/ TAKE OFF) 15"-24" DRAIN BASIN VARIABLE SUMP DEPTH (6" MIN. BASED ON MANUFACTURING REQ.)2 4"- 24" ADS DURASLOT PIPE 3 1.50 NYLOPLAST DRAIN BASIN CAP STYLE REDUCER VARIABLE INVERT ELEVATIONS AVAILABLE (ACCORDING TO PLANS/ TAKE OFF) NYLOPLAST 12" DUCTILE IRON FRAME & SOLID COVER / GRATE 6.19" 18" x 12" PULLED REDUCER 6.21" 24" x 12" PULLED REDUCER 6.46 15" x 12" CONE STYLE REDUCER 15" - 24" BASIN REDUCER OPTIONS 9.39"10.46"9.54" 34596 ROBERTO ORLANDO A RIZONA U .S .A . D a t e Signed . . . . . . . . . . . . . . . . . . .R egistered P r o f e s sional E n gin e e r (Civil) C E R T I FICATE N O . SCALENTSCMU SITE RETAINING WALL UP TO 5'-4"1 SCALENTS CMU SITE RETAINING WALL UP TO 8'-0"2 SCALENTS HORIZONTAL LAPPING REBAR TIES AT RETURN WALLS (PLAN VIEW)SCALENTS DRIVEWAY RETAINING WALL UP TO 8'-0"3 SCALENTS 2018 INTERNATIONAL BUILDING CODE & GEOTECHNICAL INVESTIGATION CONDUCTED BY RITTER ENGINEERING, PRJ G21-0177, DATED JUNE 28, 2021 DESIGN ACTIVE PRESSURE: 35 PSF/FT DESIGN PASSIVE PRESSURE: 373 PSF/FT SOIL BEARING PRESSURE: 2,000 PSF CONTROL COMPACTED FILL OR NATIVE FRICTION COEFFICIENT: 0.5 (FOOTING/SOIL) IN CONJUCTION WITH PASSIVE PRESSURE MATERIAL CONCRETE MASONRY UNITS: F`M=1,500 PSI ASTM C90 GRADE N-1 MORTAR:F`M=1,800 PSI, CEMENT LIME TYPE S, PER IBC 2103.3 PORTLAND CEMENT:TYPE V GROUT:F'G=2,000 PSI, PER IBC 2103.4 CONCRETE: F`C=2,500 PSI 3" TO 5" SLUMP NOTE:MORTAR, GROUT, AND CONCRETE WITH 28-DAY COMPRESSIVE STRENGTH REINFORCING STEEL: FY=60,000 PSI A-615, GRADE 60 NOTES 1.MASONRY BONDING: INSTALL MASONRY UNITS IN A RUNNING BOND PATTERN, ENSURING THAT CORNER INTERSECTIONS MAINTAIN A STANDARD BOND BY OVERLAPPING UNITS. 2.GROUTING LIFT LIMITS: GROUT LIFTS MUST NOT EXCEED 4'-0" WITHOUT CLEAN-OUT PROVISIONS. 3.GROUTING AGAINST EARTH: ALL WALLS IN DIRECT CONTACT WITH SOIL MUST BE FULLY GROUTED TO ENSURE STRUCTURAL INTEGRITY. 4.EXPANSION & CONTROL JOINTS: INSTALL 1/4" EXPANSION AND CONTROL JOINTS AT 20-FOOT INTERVALS, ENSURING PROPER SEALING TO ACCOMMODATE MOVEMENT. 5.VERTICAL REINFORCEMENT TIES: SECURE VERTICAL REINFORCING BARS AT BOTH ENDS AND AT A MAXIMUM VERTICAL SPACING OF 4'-0" USING SINGLE WIRE LOOP TIES. 6.REINFORCEMENT LAP LENGTHS: MINIMUM LAP LENGTH FOR REINFORCEMENT BARS SHALL BE 40 × DB (BAR DIAMETER) IN BOTH HORIZONTAL AND VERTICAL DIRECTIONS. CMU WALL NOTES 4 7.PRE-GOUTING CLEANING: PRIOR TO GROUTING, ENSURE THE GROUT SPACE IS FREE FROM: -MORTAR PROJECTIONS EXCEEDING 1/2 INCH -MORTAR DROPPINGS OR FOREIGN DEBRIS -THE GROUT MUST BE PLACED TO COMPLETELY FILL DESIGNATED SPACES,ENSURING CONTAINMENT WITHIN SPECIFIED AREAS. 8.GROUT MIXING & PLACEMENT: CONTROL GROUT MATERIAL COMPOSITION AND WATER CONTENT TO ACHIEVE SUFFICIENT FLUIDITY FOR PLACEMENT WHILE PREVENTING SEGREGATION. THOROUGH MIXING IS REQUIRED. 9.CONTINUOUS GROUTING PROCESS: EACH WALL SECTION MUST BE FULLY GROUTED WITHIN A SINGLE DAY WITHOUT INTERRUPTIONS EXCEEDING ONE HOUR. 10.CONSTRUCTION JOINTS BETWEEN POURS: -FORM HORIZONTAL CONSTRUCTION JOINTS BY ALIGNING ALL C.M.U. COURSES AT THE SAME ELEVATION. -STOP GROUT POURS A MINIMUM OF 1/2 INCH BELOW MASONRY BOND BEAMS. 11.GROUTING INTEGRITY & MASONRY PROTECTION: PREVENT SEGREGATION OF GROUT MATERIALS AND DAMAGE TO MASONRY DURING PLACEMENT OPERATIONS. 12.GROUT CONSOLIDATION: -USE MECHANICAL VIBRATION DURING PLACEMENT TO ENSURE PROPER GROUT SPACE FILLING BEFORE PLASTICITY IS LOST. -FOR POURS EXCEEDING 12 INCHES, GROUT MUST BE RECONSOLIDATED BY VIBRATION, PUDDLING, OR RODDING WITH A SMOOTH BAR. 13.GROUT HANDLING PRECAUTIONS: -GROUT SHALL NOT BE PUMPED OR HANDLED USING ALUMINUM EQUIPMENT, UNLESS IT IS DEMONSTRATED THAT SUCH EQUIPMENT WILL NOT COMPROMISE GROUT STRENGTH. 14.RETAINING WALL STABILITY: DURING BACKFILL OPERATIONS, PROPERLY BRACE RETAINING WALLS. RESTRICT HEAVY EQUIPMENT OPERATIONS WITHIN 10 FEET OF THE RETAINING WALL. DO N O T S C A L E D R A W I N G S . N O T I F Y E N G I N E E R I M M E D I A T E L Y O F A N Y D I S C R E P A N C I E S C O N C E R N I N G T H E I N F O R M A T I O N H E R E I N . T H E E N G I N E E R A S S U M E S N O R E S P O N S I B I L I T Y O F W O R K I N P L A C E D E V I A T I N G F R O M T H E I N F O R M A T I O N A N D I N T E N T O F T H E S E D R A W I N G S . TH E S E D R A W I N G S A R E A N I N S T R U M E N T O F S E R V I C E A N D T H E P R O P E R T Y O F T E R R A D Y N A M I C E N G I N E E R I N G . A N Y R E P R O D U C T I O N O F T H E S E D R A W I N G S , O R A N Y P O R T I O N H E R E I N W I T H O U T W R I T T E N P E R M I S S I O N F R O M T E R R A D Y N A M I C E N G I N E E R I N G I S P R O H I B I T E D B Y L A W . CHECKED BY: JOB NUMBER: SUBMITTAL DATE SCALE: DRAWN BY: SHEET NUMBER: PR O J E C T : REVISED DATES: SEE DETAIL C-5 5/6 -- RO -- 25-002 AUGUST 21, 2025 DE T A I L S LO T 2 1 F I R E R O C K P A R C E L J 2 96 1 9 N O R T H F O U R P E A K S W A Y FO U N T A I N H I L L S , A R I Z O N A 8 5 2 6 8 -- -- 12/29/2025 T.O.F. 12 /2 9 /2025 8593 SCALENTSDRAINAGE SWALE TERMINATION7 CMU WALL NOTES SCALENTS5 SCALENTS12"Ø CATCH BASIN6 SCALENTSCATCH BASIN CONNECTIONS8 Meeting Packet Page 127 of 220 (1 8 4 0 ) (18 3 5 ) (18 3 0 ) (1 8 2 5 ) (1 8 2 0 ) (1 8 1 5 ) (1 8 1 0 ) (1 8 2 5 ) (1 8 3 5 ) (1 8 3 0 ) (1 8 4 0 ) (1 8 4 5 ) (1 8 5 5 ) (1 8 4 5 ) (1 8 4 0 ) (1 8 3 5 ) (1 8 3 0 ) (1 8 2 5 ) (1 8 2 0 ) (1 8 1 5 ) (1 8 1 0 ) (1 8 0 5 ) ( 1 8 5 5 ) FO U R P E A K S W A Y E E E E E E (1 8 5 0 ) (1 8 3 5 ) GARAGE FF = 1849.16 PAD = 1848.5 HOUSE FF = 1849.5 PAD = 1848.8 HOUSE FF = 1849.5 LL = 1835.5 PAD = 1834.8 GA R A G E FF = 1 8 4 9 . 1 6 PA D = 1 8 4 8 . 5 BA S E M E N T P E R G O L A , 1 8 3 5 F G (18 5 7 ) UP DOW N HO U S E FF = 1 8 4 9 . 5 LL = 1 8 3 5 . 5 PA D = 1 8 3 4 . 8 PATIO LL = 1835.5 PAD = 1834.8 PO O L SP A B C-4 A C-4 1780 1790 1800 1810 1820 1830 1840 1850 1860 1870 1880 PR O P E R T Y L I N E DRAINAGE EASEMENT PR O P E R T Y L I N E GARAGE FF = 1849.16 PAD = 1848.5 EXISTING GRADE ATRIUM ENGINEERED COMPACTED FILL 15% MAXIMUM DRIVEWAY SLOPE *20' R/W *20' R/W LOT 20 APN 176-11-182 20' BSL FRONT *8' PUE 30' BSL REAR PATIO RETAINING STEM NEW HOUSE SEE ARCH PLANS DRAINAGE TRENCH & GRATE 10 ' 10 ' 6' EXCESS OF 10' FILLS 1780 1790 1800 ENGINEERED COMPACTED FILL EXISTING GRADE NEW HOUSE SEE ARCH PLANS PR O P E R T Y L I N E PR O P E R T Y L I N E *20' R/W *20' R/W 1810 1820 1830 1840 1850 1860 1870 1880 DRAINAGE EASEMENT*8' PUE 20' BSL FRONT 30' REAR FRONT BSL LOT 27 APN 176-11-189 PATIO RETAINING STEM HOUSE FF = 1849.5 PAD = 1848.8 PATIO ROOF NEW POOL NEW POOL TROUGH LL = 1835.5 PAD = 1834.8 COVERED PATIO DECK 6' 10 ' 8'- 9 " 7'- 1 0 " EXCESS OF 10' FILLS EXCESS OF 10' FILLS P R E L I M I N A R Y NO T F O R CO N S T R U C T I O N OR R E C O R D A T I O N 34596 ROBERTO ORLANDO A RIZONA U .S .A . D a t e Signed . . . . . . . . . . . . . . . . . . .R egistered P r o f e s sional E n gin e e r (Civil) C E R T I FICATE N O . 12 /2 9 /2025 8593 GRAPHIC SCALE ( IN FEET ) 1"=10' 510 0 10 N DO N O T S C A L E D R A W I N G S . N O T I F Y E N G I N E E R I M M E D I A T E L Y O F A N Y D I S C R E P A N C I E S C O N C E R N I N G T H E I N F O R M A T I O N H E R E I N . T H E E N G I N E E R A S S U M E S N O R E S P O N S I B I L I T Y O F W O R K I N P L A C E D E V I A T I N G F R O M T H E I N F O R M A T I O N A N D I N T E N T O F T H E S E D R A W I N G S . TH E S E D R A W I N G S A R E A N I N S T R U M E N T O F S E R V I C E A N D T H E P R O P E R T Y O F T E R R A D Y N A M I C E N G I N E E R I N G . A N Y R E P R O D U C T I O N O F T H E S E D R A W I N G S , O R A N Y P O R T I O N H E R E I N W I T H O U T W R I T T E N P E R M I S S I O N F R O M T E R R A D Y N A M I C E N G I N E E R I N G I S P R O H I B I T E D B Y L A W . CHECKED BY: JOB NUMBER: SUBMITTAL DATE SCALE: DRAWN BY: SHEET NUMBER: PR O J E C T : REVISED DATES: SEE DETAIL C-6 6/6 -- RO -- 25-002 AUGUST 21, 2025 CU T F I L L A N A L Y S I S LO T 1 9 W E S T R I D G E E S T A T E S 15 3 4 4 E W E S T R I D G E D R I V E FO U N T A I N H I L L S , A R I Z O N A 8 5 2 6 8 -- -- 12/29/2025 T.O.F. CUT/FILL ANALYSIS AREA OF CUT AT UPPER LEVEL 1848.8 PAD AREA OF FILL MATERIAL AT UPPER LEVEL 1848.8 PAD AREA OF CUT AT LOWER LEVEL 1834.8 PAD AREA OF FILL MATERIAL AT LOWER LEVEL 1834.8 PAD AREA OF FILL IN EXCESS OF 10 FEET SECTION A-A'A SCALE1"=20'SECTION B-B'B SCALE1"=20' 4 Meeting Packet Page 128 of 220 ITEM 8.c. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Development Services Prepared by: John Wesley, Development Services Director Staff Contact Information: Phone: 480-816-5138 Email: jwesley@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) PUBLIC HEARING, with CONSIDERATION AND POSSIBLE ACTION: Relating to a Special Use Permit to allow a patio cover in the front yard setback of the home at 17114 E. Fairway Court (SUP25-000004). Staff Summary (background) In June, 2024, the Town Council approved an amendment to Section 5.06 D of the Zoning Ordinance to allow for patio covers to encroach into the front yard setback up to 15' or 1/2 of the required setback, whichever is less. Before reviewing and approving a building permit for these encroachments into the front yard setback, however, the property owner must first receive approval of a Special Use Permit (SUP). The owner at 17114 E. Fairway Ct. has applied for the SUP to allow the construction of a patio cover in the front yard of this property. Zoning Ordinance Section 2.02 F. 1. d. sets forth the review criteria for consideration of a SUP. It states: In order to recommend approval of any use permit, the findings of the Commission must be that the establishment, maintenance, or operation of the use or building applied for will not be detrimental to the public health, safety, peace, comfort, and general welfare of persons residing or working in the neighborhood of such proposed use, nor shall it be detrimental or injurious to property and improvements in the neighborhood or to the general welfare of the Town. Building setbacks are required in order to improve visibility along streets and maintain a degree of openness. Encroachments of buildings into a setback can change the nature and appearance of the roadway and adjacent neighborhood. Through the ordinance change listed above, the Council has allowed for this type of encroachment to be considered and approved if it is found to meet the established criteria. Section 5.06 D established basic criteria for the construction of street side patio covers that encroach into the setback. These criteria and the review of the proposed structure are: • May not extend into more than half the required setback. In this case, the required setback is 20'; therefore, a patio cover can extend up to 10' into the Meeting Packet Page 129 of 220 setback. The proposed structure complies by encroaching no more 10' into the setback. • The height as approved by the Council, but no more than 12' tall. This proposed structure is 12' tall. • The columns and support structures are no more than 20% of the area of any side. As currently designed, the area of the patio cover facing the street has an area of 495 sq. ft. which results in a maximum area of the support structures of 99 sq. ft. The area of the support structures is 106 sq. ft.. Therefore, they will need to be adjusted slightly in the construction plans to meet ordinance requirements. • The patio cover is not being enclosed and will not be used for a garage or storage. The property owner implemented a citizen participation plan by texting the proposal to each of the neighbors. They each responded that they support the application. Staff has not identified any detrimental aspects of the proposed SUP to allow this encroachment into the setback area. Related Ordinance, Policy or Guiding Principle Zoning Ordinance Section 2.02, Special Use Permits Zoning Ordinance Section 5.06 D. 4. Risk Analysis N/A Recommendation(s) by Board(s) or Commission(s) The Planning and Zoning Commission held a public hearing on the request on December 8, 2025. There were no comments or questions from the public regarding this request. Given the minor deviation from the code requirement for the patio cover to be at least 80% open, the Commission included in its motion that staff be given flexibility in applying the ordinance requirement. Staff Recommendation(s) Staff recommends approval as recommended by the P&Z Commission. Suggested Motion MOVE TO approve SUP25-000004, subject to staff working with the applicant on meeting the ordinance requirement for minimum open area of the patio cover. FISCAL IMPACT Fiscal Impact: N/A Budget Reference: N/A Funding Source: N/A ATTACHMENTS 1. Fairway Ct. Case Details Map 2. Plans Schlum Patio Cover 17114 E Fairway Ct 3. Citizen Participation Report Meeting Packet Page 130 of 220 Special Use Permit Vicinity Map Case Details CASE: SUP25-000004 SITE / ADDRESS: 17114 E. Fairway Ct. REQUEST: To encroach up to 10’ into the front yard setback for a patio cover Site Location Meeting Packet Page 131 of 220 827 sq. ft covered patio 3 1 ' - 4 " 4 5 '- 9 " 1 2 8 .3 2 ' 1 3 2 . 6 9 ' 1 3 2 . 7 7 ' 176-10-099 5'10' SCALE 1"-10' 0 2018 International Building Code (IBC) 2017 National Electrical Code (NEC) 2018 International Energy Conservation Code (IECC) 2018 International Fire Code (IFC) 2018 International Fuel Gas Code (IFGC) 2018 International Mechanical Code (IMC) 2018 International Plumbing Code (IPC) 2018 International Residential Code (IRC) with appendix G OWNER: SCHLUM JAY T/DENISE M. 17114 E FAIRWAY CT, FOUNTAIN HILLS, AZ, 85268 PARCEL # 176-10-099 ZONING - R1-10 LOT - 14,309 SQ. FT. LIVING -2,909 sq.ft. GARAGE - 550 sq.ft. COVERED PATIO - 970 sq.ft. TOTAL UNDER ROOF = 3,459 SQ. FT Project Directory Governing Building Codes 2018 IRC - New and/or remodeled building envelope areas shall comply with the following: Fenestration = 0.40 max U-Factor, 0.25 max SHGC. Min, R-19 @ frame walls & floors, R-4/6 @ Mass wall, R-38 @ ceilings. Duct insulation located outside the building envelope requires minimum R-8 and R-5 when located in floor joists. Minimize air leakage per R402.4. Energy Note: LAYOUT PAGE TABLE SHEET TITLE SITE SP A-1 FOUNDATION A-2 FLOOR PLAN A-3 ROOF A-4 ROOF DRAIN A-5 SECTIONS A-6 ELEVATIONS E-1 ELECTIRCAL E-2 LIGHTING SP SC H L U M 17 1 1 4 E F A I R W A Y C O U R T FO U N T A I N H I L L S A Z , 8 5 2 6 8 - SITE 9/16/25 LJB 1/4" = 1'SCALE: DRAWN BY: SHEET: DATE: REVISED 9/29/2025 TITLE: dr a w c o 6 @ h o t m a i l . c o m VICINITY MAP Meeting Packet Page 132 of 220 10 " 3" 1' - 6 " 6" Framed Pier Footing 2X4 STUDS #4 @ 12" O.C. EACH WAY U.N.O. SIMPSON PA HOLDOWN AT EA. CORNER 4-#4 DOWELS, 1 EA. CORNER FINISH PER PLANS Stucco to match house #3 TIES AT 16" O.C. 2X PLATE W/ 1/2" AB'S @ 24" O.C. (2 BOLTS MIN. EA. PLATE) per plan per plan CONT.#4 HORIZ. TYP. EXT. TURN-D'N. 4"4" 8"8" 4"4" MIN. 2" TOOL EDGE FIN.FIN. GRADEGRADE TREATMENT 4" 2,500 PSI CONC. A.B.C. W/ TERMITE SLAB ON MIN. 4" 45'-9 1/2" 31 ' - 4 " 3'-1" 2' - 5 " 2'-3" 1' - 7 " 46'-3" 13'-4 1/2" 1'-6 1/2" 15'-1"14'-8" 14 ' - 2 " 14 ' - 2 " 1'-4" EXISTING 4" CONCRETE SLAB ON GRADEOVER 4" ABC FILLOVER COMPACTED SOIL PRETREAT PAD FOR TERMITE CONTROL LAYOUT PAGE TABLE SHEET TITLE SITE SP A-1 FOUNDATION A-2 FLOOR PLAN A-3 ROOF A-4 ROOF DRAIN A-5 SECTIONS A-6 ELEVATIONS E-1 ELECTIRCAL E-2 LIGHTING Foundation SC H L U M 17 1 1 4 E F A I R W A Y C O U R T FO U N T A I N H I L L S A Z , 8 5 2 6 8 - A-1 9/16/25 LJB 1/4" = 1'SCALE: DRAWN BY: SHEET: DATE: REVISED 9/29/2025 TITLE: dr a w c o 6 @ h o t m a i l . c o m 11 11 11 11 11 11 11 22 22 22 22 0'-0" -4" Meeting Packet Page 133 of 220 80 7 0 50100 45'-9 1/2" 31 ' - 4 " 12 ' - 1 " 10 ' - 0 3 / 4 " 16 ' - 9 3 / 4 " 14'-7 1/4" CEILING HEIGHT 10'- 8" CEILING MATERIAL BY OWNER NEW COVERED PATIO EXISTING 2x4 walls (TYP) LAYOUT PAGE TABLE SHEET TITLE SITE SP A-1 FOUNDATION A-2 FLOOR PLAN A-3 ROOF A-4 ROOF DRAIN A-5 SECTIONS A-6 ELEVATIONS E-1 ELECTIRCAL E-2 LIGHTING Floor Plan SC H L U M 17 1 1 4 E F A I R W A Y C O U R T FO U N T A I N H I L L S A Z , 8 5 2 6 8 - A-2 9/16/25 LJB 1/4" = 1'SCALE: DRAWN BY: SHEET: DATE: REVISED 9/29/2025 TITLE: dr a w c o 6 @ h o t m a i l . c o m Meeting Packet Page 134 of 220 1/ 4 : 1 2 1/4 : 12 4x6 Post 4x6 Post 4x6 Post 4x6 Post 4x6 Post 4x6 Post 4x6 Post 4x6 Post 4x6 Post SA A-5 SA A-5 SA A-5 SA A-5 SB A-5 SB A-5 SB A-5 SB A-5SC A-5 SC A-5 SC A-5 SC A-5 E9 A-3 E9 A-3 E9 A-3 E9 A-3 SD A-5 SD A-5 SD A-5 SD A-5 12 ' - 1 " 10 ' - 0 3 / 4 " 16 ' - 9 3 / 4 " 14'-7 1/4" 2X10 RAFTERS W/RIPPERS @ 16"O.C. 2X10 RAFTERS W/RIPPERS @ 16"O.C. 5 1/8"X12"GLB BOTTOM @ 10'-6" 5 1/8"X12"GLB BOTTOM @ 10'-6" 5 1/8"X12"GLB BOTTOM @ 10'-6" 5 1/8"X12"GLB BOTTOM @ 10'-8" CEILING HEIGHT 10'- 8" 2X10 LEDGER W/ LUS 28 HANGERS 2X10 LEDGER W/ LUS 28 HANGERS EXISTING OPEN NO ROOF LEDGER= 2X10 W/ 3-16d EA. STUD (TYP) ESR-1388 DIVISION: 07 52 00 00-THERMAL AND MOISTURE PROTECTION Section: 07 52 00-Modified Bituminous Sheet Roofing REPORT HOLDER CERTAINTEED LLC EVALUATION SUBJECT: CERTAINTEED FLINTLASTIC MODIFIED BITUMEN ROOF COVERING SYSTEM SIMPSON HUC612 PERIMETER NAIL TO 2X4 LEDGER NAIL ON LEDGER SIMP. HANGER PER.-MAX. NAILING-TYP. JOIST PER PLANSTUD TO LEDGER MAX NAILING-TYP. 2X4-2-10d EA-STUD SIMP. A35 EA 2X10 LEDGER W/ 3-16d EA STUD FIREBLOCKING 2X 6 STUDS 16" O.C. 3/8" SHEATHING CANT STRIP 8d 6" O.C. WITH 8d 6" O.C. 1/2" ROOF SHEATHING 2X BLOCKING 5/8" Beam(s) to Post SIMPSON ECCLL OR ECCLR POST CAP AT PERP. BEAMS BEAM PER PLAN SIMPSON ECC POST CAP AT END POST PER PLAN SIMPSON CC POST CAP SIMPSON HUC612 BEAM PER PLAN NAILING NOTES: (PER IRC TABLE R602.3(1)) (U.N.O.) JOIST TO SILL OR GIRDER TOE NAIL (3)-8d BRIDGING TO JOIST TOE NAIL EA. END (2)-8d SOLE PLATE TO JOIST OR BLK'G FACE NAIL 16d @ 16"OC STUD TO SOLE PLATE TOE NAIL (4)-8d, END NAIL (2) 16d TOP PLATE TO STUD END NAIL (2)-16d DOUBLE STUDS FACE NAIL 16d @ 24" OC DOUBLE TOP PLATES FACE NAIL 16d @ 16" OC CONTINUOUS HEADER, TWO PIECES 16d @ 16" OC ALONG EA. EDGE BUILT-UP HEADER, TWO PIECES W/ 1/2" SPACER 16d @ 16" OC ALONG EA. EDGE TOP PLATES, LAPS AND INTERSECTIONS FACE NAIL (2)-16d ROOF SHEATHING NOTES:  CEILING JOISTS TO PLATE TOE NAIL (3)-8d CONTINUOUS HEADER TO STUD TOE NAIL (4)-8d CEILING JOISTS, LAPS OVER PARTITIONS FACE NAIL (3)-10d CEILING JOISTS TO PARALLEL RAFTERS FACE NAIL (3)-10d RAFTER TO PLATE TOE NAIL (2)-16d 1" BRACE TO EACH STUD AND PLATE FACE NAIL (2)-8d BUILT-UP CORNER STUDS 10d @ 24" OC 2" PLANKS (2)-16d @ EA.BRG. ROOF SHEATHING NOTES:  15/32” OSB/CDX, SPAN INDEX 32/16, STAGGER EDGES. COMPLY WITH IBC 2306.2 (1) – PS1 AND PS2, OR BETTER. NAIL SUPPORTED EDGES WITH 8D AT 6” OC AND 8D @ 12” OC AT INTERMEDIATE SUPPORTS. WALL SHEATHING NOTES: 3/8” OSB/CDX, SPAN INDEX 24/0, STAGGER EDGES, ALL EDGES BLOCKED WITH 2X- FRAMING. COMPLY WITH IBC 2306.3, STRUCTURAL GRADE 1. NAIL EDGES WITH 8D @ 4” OC AND 8D @ 12” OC AT INTERMEDIATE SUPPORTS. LAYOUT PAGE TABLE SHEET TITLE SITE SP A-1 FOUNDATION A-2 FLOOR PLAN A-3 ROOF A-4 ROOF DRAIN A-5 SECTIONS A-6 ELEVATIONS E-1 ELECTIRCAL E-2 LIGHTING ROOF SC H L U M 17 1 1 4 E F A I R W A Y C O U R T FO U N T A I N H I L L S A Z , 8 5 2 6 8 - A-3 9/16/25 LJB 1/4" = 1'SCALE: DRAWN BY: SHEET: DATE: REVISED 9/29/2025 TITLE: dr a w c o 6 @ h o t m a i l . c o m 11 22 33 22 33 11 22 22 22 22 22 11 11 N.T.S. Meeting Packet Page 135 of 220 1 3 2 TYP. 4'x8'x1/2" PLYWD. SCUPPER OR END OF WALL WALLREVERSE SLOPE 1/4" MIN. CRICKET TYP CRICKET TYP. SLOPE CUT8' 2' E9 A-3 E9 A-3 E9 A-3 E9 A-3 SD A-5 SD A-5 SD A-5 SD A-5 ROOF DRAINS TO BE ROUTED INSIDE COLUMNS TO THE GROUND 11 22 11 11 11 11 22 22 4"PVC TYP 4"PVC TYP LAYOUT PAGE TABLE SHEET TITLE SITE SP A-1 FOUNDATION A-2 FLOOR PLAN A-3 ROOF A-4 ROOF DRAIN A-5 SECTIONS A-6 ELEVATIONS E-1 ELECTIRCAL E-2 LIGHTING Roof Drain SC H L U M 17 1 1 4 E F A I R W A Y C O U R T FO U N T A I N H I L L S A Z , 8 5 2 6 8 - A-4 9/16/25 LJB 1/4" = 1'SCALE: DRAWN BY: SHEET: DATE: REVISED 9/29/2025 TITLE: dr a w c o 6 @ h o t m a i l . c o m Meeting Packet Page 136 of 220 88 8 8 8 8 88 88 8 8 2X10 RAFTERS W/ RIPPERS @ 16"O.C.2X10 RAFTERS W/ RIPPERS @ 16"O.C.BEAM PER PLAN BEAM PER PLAN BEAM PER PLANLEDGER PER PLAN W/ LUS28 HANGERS 4"x4"x1/2" cleats @ 48"o.c.SIMPSON HUC612 Bottom of Footing -2' Grade Level -6" Top of Subfloor - Foundation 0' Top of Subfloor - 1st Floor 0' Ridge 11'-10 1/2" Highest Ridge 11'-11" 2X10 RAFTERS W/ RIPPERS @ 16"O.C. BEAM PER PLAN BEAM PER PLAN W/ LUS28 HANGERS 2X4 STUDS W/ 4X6 POST UNDER BEAMS 3X8 OSB STUCCO TO MATCH EXISTING 2X10 RAFTERS W/ RIPPERS @ 16"O.C. BEAM PER PLAN BEAM PER PLAN W/ LUS28 HANGERS 88 8 8 88 8 8 88 8 8 88 8 8 4"x4"x1/2" cleats @ 48"o.c. 2X10 RAFTERS W/ RIPPERS @ 16"O.C. BEAM PER PLAN W/ LUS28 HANGERS LAYOUT PAGE TABLE SHEET TITLE SITE SP A-1 FOUNDATION A-2 FLOOR PLAN A-3 ROOF A-4 ROOF DRAIN A-5 SECTIONS A-6 ELEVATIONS E-1 ELECTIRCAL E-2 LIGHTING Sections SC H L U M 17 1 1 4 E F A I R W A Y C O U R T FO U N T A I N H I L L S A Z , 8 5 2 6 8 - A-5 9/16/25 LJB 1/4" = 1'SCALE: DRAWN BY: SHEET: DATE: REVISED 9/29/2025 TITLE: dr a w c o 6 @ h o t m a i l . c o m SECTION A scale 3/8"= 1' SECTION B scale 3/8"= 1' SECTION C scale 3/8"= 1' SECTION D scale 3/8"= 1' Meeting Packet Page 137 of 220 Bottom of Footing -2' Grade Level -6" Top of Subfloor - Foundation 0' Top of Subfloor - 1st Floor 0' Header 7'-3" Top of Wall 10'-6" Ridge 11'-10 1/2" Highest Ridge 11'-11" Bottom of Footing -2' Grade Level -6" Top of Subfloor - Foundation 0' Top of Subfloor - 1st Floor 0' 8" Top of Wall 10'-6" Ridge 11'-10 1/2" Highest Ridge 11'-11" Top of Wall Finish 11'-11 1/2" ROOF DRAIN ROOF DRAIN 3X8 OSB STUCCO TO MATCH EXISTING Bottom of Footing -2' Grade Level -6" Top of Subfloor - Foundation 0' 8 1/2" Top of Wall 10'-6" Highest Ridge 11'-11" Top of Wall Finish 11'-11 1/2" Top of Wall Finish 13'-11" Top of Wall Finish 16'-7" 1' - 6 " ROOF DRAIN ROOF DRAIN LAYOUT PAGE TABLE SHEET TITLE SITE SP A-1 FOUNDATION A-2 FLOOR PLAN A-3 ROOF A-4 ROOF DRAIN A-5 SECTIONS A-6 ELEVATIONS E-1 ELECTIRCAL E-2 LIGHTING Elevations SC H L U M 17 1 1 4 E F A I R W A Y C O U R T FO U N T A I N H I L L S A Z , 8 5 2 6 8 - A-6 9/16/25 LJB 1/4" = 1'SCALE: DRAWN BY: SHEET: DATE: REVISED 9/29/2025 TITLE: dr a w c o 6 @ h o t m a i l . c o m FRONT LEFT RIGHT COLUMNS MATCH EXISTING STUCCO NEW Meeting Packet Page 138 of 220 WP WP WP WP Ceiling Fan (lights) Ceiling Fan (lights) Path Light Path Light Path Light Path Light Path Light Path LightPath Light Path Light Note: Branch circuits and outlets in the garage must be 20 amp rated. Lighting cut sheets for outside fixtures and bulbs to verify Dark Sky compliance. No less than 90% of all fixtures will be high efficacy. 2. Type of exterior lights; 3. Lumens: a. 2250 lumens or greater must be fully shielded; b. between 1125 and 2250 lumens must be at least partially shielded c. lights without any shielding may have a max 1125 lumens output 4. Correlated Color Temperature (CCT, measured in Kelvin; lighting must be 3000K or less). *POOLS: Must provide a cut sheet for the bulb(s) that show they are 3000K or less.* (Specifications and/or cuts sheets for lumens and shielding NOT required.) Please remember that all new and replacement light fixtures and/or new or replacement bulbs must also comply with Chapter 8 - Outdoor Lighting Control of the Town of Fountain Hills Zoning Ordinance (which includes the above requirements). Also please note that this may affect low-voltage landscape lighting LAYOUT PAGE TABLE SHEET TITLE SITE SP A-1 FOUNDATION A-2 FLOOR PLAN A-3 ROOF A-4 ROOF DRAIN A-5 SECTIONS A-6 ELEVATIONS E-1 ELECTIRCAL E-2 LIGHTING Electircal SC H L U M 17 1 1 4 E F A I R W A Y C O U R T FO U N T A I N H I L L S A Z , 8 5 2 6 8 - E-1 9/16/25 LJB 1/4" = 1'SCALE: DRAWN BY: SHEET: DATE: REVISED 9/29/2025 TITLE: dr a w c o 6 @ h o t m a i l . c o m Meeting Packet Page 139 of 220 lighting LAYOUT PAGE TABLE SHEET TITLE SITE SP A-1 FOUNDATION A-2 FLOOR PLAN A-3 ROOF A-4 ROOF DRAIN A-5 SECTIONS A-6 ELEVATIONS E-1 ELECTIRCAL E-2 LIGHTING Lighting SC H L U M 17 1 1 4 E F A I R W A Y C O U R T FO U N T A I N H I L L S A Z , 8 5 2 6 8 - E-2 9/16/25 LJB 1/4" = 1'SCALE: DRAWN BY: SHEET: DATE: REVISED 9/29/2025 TITLE: dr a w c o 6 @ h o t m a i l . c o m Meeting Packet Page 140 of 220 Citizen Participation Report Text message responses from neighbors Meeting Packet Page 141 of 220 Meeting Packet Page 142 of 220 Meeting Packet Page 143 of 220 ITEM 8.d. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Development Services Prepared by: John Wesley, Development Services Director Staff Contact Information: Phone: 480-816-5138 Email: jwesley@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) CONSIDERATION AND POSSIBLE ACTION: Relating to Ordinance 26-01, amending Town Code Chapter 7, Building Regulations, Section 7-1-2 C to delete the requirements from the International Energy Code for energy monitoring (Sec. C405.13) and renewable energy systems (Sec. C405.15). Staff Summary (background) The Town of Fountain Hills adopts and uses the International Building Codes to review and approve construction plans. The International Code books are updated every three years with new and revised requirements. The Town of Fountain Hills reviews and adopts new codes every six years. In June 2025, the Town Council approved Ordinance 25-06 updating the Codes used by the Town from the 2018 Codes to the 2024 Codes. In total, there are eight books that make up the entire code. These books are large and contain a lot of detailed information. When local jurisdictions adopt the International Codes, they often include local modifications. In preparation for the consideration and adoption of the 2024 Code books, the Building Official spent time reviewing the latest codes for adjustments that are needed to meet local conditions. Several amendments to the International Code were recommended and approved with the adoption of the 2024 Codes in June. Since the adoption of the new codes, staff has had the opportunity to apply the new codes to development projects. This has gotten staff deeper into the Codes. In doing so, staff recognized a couple of items that were added to the International Energy Code that were not found in the earlier review. One is Sec. C405.13 Energy Monitoring. This section requires new buildings 10,000 sq. ft. or larger to be equipped to measure, monitor, record and report energy consumption. The other is Sec. C405.15, Renewable Energy Systems. This section specifies some cases where new buildings must either contain renewable energy sources or participate in off-site renewable energy production. Once these sections were identified, staff determined it would be appropriate for the Council to consider having them deleted as items that were not necessary for the basic health and safety of new building construction in Fountain Hills. Staff review of other jurisdictions identified that Mesa, Phoenix, and Maricopa County deleted these provisions when they adopted the 2024 codes. Meeting Packet Page 144 of 220 Related Ordinance, Policy or Guiding Principle N/A Risk Analysis N/A Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) Staff recommends approval of Ordinance 26-01. Suggested Motion MOVE TO APPROVE Ordinance 26-01 FISCAL IMPACT Fiscal Impact: N/A Budget Reference: N/A Funding Source: N/A ATTACHMENTS 1. Ordinance 26-01 removing solar requirement Meeting Packet Page 145 of 220 ORDINANCE NO. 26-01 AN ORDINANCE OF THE MAYOR AND COUNCIL OF THE TOWN OF FOUNTAIN HILLS, ARIZONA, AMENDING TOWN CODE CHAPTER 7 BUILDINGS AND BUILDING REGULATIONS, SECTION 7-1-2 C, INTERNATIONAL ENERGY CONSERVATION CODE, DELETING SECTIONS C405.13 AND C405.15 ENACTMENTS: NOW THEREFORE BE IT ORDAINED BY THE MAYOR AND TOWN COUNCIL OF FOUNTAIN HILLS, ARIZONA, as follows: SECTION 1. That Chapter 7, Buildings and Building Regulations, of the Fountain Hills Town Code, Section 7-1-2, C. International Energy Conservation Code, 2024 Edition, is amended by adding subsections 3 and 4, as provided in Exhibit A attached hereto. PASSED AND ADOPTED by the Mayor and Council of the Fountain Hills, Maricopa County, Arizona, this 20th day of January, 2026. FOR THE TOWN OF FOUNTAIN HILLS: ATTESTED TO: ___________________________________ __________________________________ Gerry Friedel, Mayor Bevelyn Bender, Town Clerk REVIEWED BY: APPROVED AS TO FORM: ____________________________________ __________________________________ Rachael Goodwin, Town Manager Jennifer J. Wright, Town Attorney Meeting Packet Page 146 of 220 Exhibit A Chapter 7. Buildings and Building Regulations Article 7-1. Buildings and Building Regulations … Section 7-1-2 Amendments … C. The International Energy Conservation Code, 2024 Edition, is amended in the following respects: 1. Amend Sections C101.1 and R101.1 to insert the words “Town of Fountain Hills” as the name of the jurisdiction. 2. Delete R403.10.3 Covers. 3. DELETE C405.13, ENERGY MONITORING 4. DELETE C405.15, RENEWABLE ENERGY SYSTEMS … Meeting Packet Page 147 of 220 ITEM 8.e. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Administration / Finance Prepared by: Paul Soldinger, Chief Financial Officer Staff Contact Information: Phone: 480-816-5160 Email: psoldinger@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) CONSIDERATION AND POSSIBLE ACTION: Regarding Resolution 2026-01, Development Impact Fees Staff Summary (background) The Town Council met several times in calendar year 2025 to update the Town's development impact fees, starting with preliminary meetings followed by a work session on June 3, 2025. The Council approved the Land Use Assumptions and Infrastructure Improvements Plan (LUA IIP) portion of the report on October 21, 2025, and held a public hearing discussing the proposed development impact fee schedule on December 16, 2025. The final step of this process is for the Town Council to consider approval of Resolution 2026-01, including the Development Impact Fee report and final fee schedule contained in Figure 5 on page 8 of the report. If approved, the Town will begin assessing the new development impact fees beginning on April 6, 2026. The final development impact fees (Fire, Parks & Rec, and Streets impact fees are combined in these amounts) contained in this report are as follows: • $8,816 for a Single Family Residence • $5,462 per housing unit for a Multi-Family Residence • $2,095 per 1,000 square feet for an Industrial Development • $4,815 per 1,000 square feet for a Commercial Development • $4,503 per 1,000 square feet for an Office Development • $4,719 per 1,000 square feet for an Institutional Development Related Ordinance, Policy or Guiding Principle Arizona Revised Statutes §9-463.05 Risk Analysis Without approving the final development impact fees report as presented, the Town could be at risk of collecting less development impact fee revenues than are necessary to maintain levels of service to keep up with new development for Fire, Parks, and Streets needs. Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) Meeting Packet Page 148 of 220 Staff Recommends Approving Resolution 2026-01, including the Development Impact Fees Report as Presented. Suggested Motion MOVE TO APPROVE Resolution 2026-01, including the Development Impact Fees Report as Presented. FISCAL IMPACT Fiscal Impact: N/A Budget Reference: N/A Funding Source: Fire, Parks, and Streets Development Impact Fee Funds ATTACHMENTS 1. Resolution No. 2026-01 2. PRESENTATION Meeting Packet Page 149 of 220 RESOLUTION NO. 2026-01 A RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN OF FOUNTAIN HILLS, ARIZONA, ADOPTING DEVELOPMENT IMPACT FEES IN COMPLIANCE WITH STATE LAW RECITALS: WHEREAS, Arizona’s enabling legislation for development impact fees, ARIZ. REV. STAT. § 9-463.05 (the “Development Impact Fee Statute”) requires the Town to produce three integrated documents prior to assessing development impact fees: (i) Land Use Assumptions (“LUA”), (ii) an Infrastructure Improvements Plan (“IIP”), and (iii) a Development Impact Fee Report based upon the LUA/IIP. The Development Impact Fee Statute also requires a two-phase adoption process, whereby the LUA and IIP are reviewed, refined, and adopted before the Development Impact Fee Report is addressed; and WHEREAS, in accordance with the Development Impact Fee Statute, (i) the LUA and IIP were released to the public, (ii) the Town Council held a public hearing on September 16, 2025 to receive public comment on the LUA/IIP, and (iii) the Town Council approved the LUA/IIP on October 21, 2025, giving notice of its intent to assess development impact fees; and WHEREAS, in accordance with the Development Impact Fee Statute, the Town Council held a public hearing on December 16, 2025 on the document entitled Development Fee Report, dated December 1, 2025, prepared by TischlerBise; and WHEREAS, the Town Council desires to conclude the second phase of the development impact fee adoption process by approving the Development Impact Fee Report. NOW THEREFORE BE IT RESOLVED BY THE MAYOR AND TOWN COUNCIL OF FOUNTAIN HILLS, ARIZONA, as follows: SECTION 1. The recitals above are hereby incorporated as if fully set forth herein. SECTION 2. The Development Impact Fee Report is hereby adopted in substantially the form and substance of Exhibit A, attached hereto and incorporated herein by reference. SECTION 3. The Development Impact Fees shown in the staff proposed fee schedule contained in Figure 5 on page 8 of the Development Impact Fee Report are hereby adopted. SECTION 4. In accordance with the Development Impact Fee Statute, the development impact fees set forth in the Development Impact Fee Report shall not be effective until 75 days after the date of this Resolution. SECTION 5. The Mayor, the Town Manager, the Town Clerk, and the Town Attorney are hereby authorized and directed to take all steps necessary to carry out the purpose and intent of this Resolution. Meeting Packet Page 150 of 220 RESOLUTION 2026-01 PAGE 2 PASSED AND ADOPTED by the Mayor and Council of the Town of Fountain Hills, Maricopa County, Arizona, this 20th day of January 2026. FOR THE TOWN OF FOUNTAIN HILLS: ___________________________________ Mayor REVIEWED BY: ___________________________________ Town Manager ATTESTED TO: _________________________________ Town Clerk APPROVED T AS O FORM: _________________________________ Town Attorney Meeting Packet Page 151 of 220 RESOLUTION 2026-01 PAGE 3 EXHIBIT A TO RESOLUTION NO. 2026-01 [Final Development Impact Fee Report] See following pages. Meeting Packet Page 152 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Prepared for: Fountain Hills, Arizona January 20, 2026 4701 Sangamore Road Suite S240 Bethesda, MD 20816 301.320.6900 www.TischlerBise.com Meeting Packet Page 153 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona [PAGE INTENTIONALLY LEFT BLANK] Meeting Packet Page 154 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona i TABLE OF CONTENTS EXECUTIVE SUMMARY ................................................................................................................................ 1 ARIZONA DEVELOPMENT FEE ENABLING LEGISLATION ........................................................................ 1 Necessary Public Services ......................................................................................................................................................... 1 Infrastructure Improvements Plan ....................................................................................................................................... 2 Qualified Professionals .............................................................................................................................................................. 2 Conceptual Development Fee Calculation ......................................................................................................................... 3 Evaluation of Credits/Offsets .................................................................................................................................................. 3 INTRODUCTION TO DEVELOPMENT FEES ............................................................................................... 3 REQUIRED FINDINGS .............................................................................................................................. 4 DEVELOPMENT FEE REPORT ...................................................................................................................... 5 DEVELOPMENT FEE COMPONENTS ......................................................................................................... 6 CURRENT DEVELOPMENT FEES .............................................................................................................. 6 PROPOSED DEVELOPMENT FEES ............................................................................................................ 7 DIFFERENCE BETWEEN PROPOSED AND CURRENT DEVELOPMENT FEES ............................................. 7 STAFF PROPOSED DEVELOPMENT FEES ................................................................................................. 8 DIFFERENCE BETWEEN STAFF PROPOSED AND CURRENT DEVELOPMENT FEES .................................. 8 LAND USE ASSUMPTIONS ............................................................................................................................ 9 SUMMARY OF GROWTH INDICATORS ..................................................................................................... 9 RESIDENTIAL DEVELOPMENT .............................................................................................................. 11 Recent Residential Construction ......................................................................................................................................... 11 Occupancy Factors ..................................................................................................................................................................... 12 Residential Estimates ............................................................................................................................................................... 13 Seasonal Population .................................................................................................................................................................. 13 Residential Projections ............................................................................................................................................................ 13 NONRESIDENTIAL DEVELOPMENT ....................................................................................................... 14 Nonresidential Demand Factors .......................................................................................................................................... 14 Nonresidential Estimates ........................................................................................................................................................ 14 Nonresidential Projections ..................................................................................................................................................... 15 DEVELOPMENT PROJECTIONS ............................................................................................................. 16 FIRE FACILITIES ....................................................................................................................................... 17 SERVICE AREA ..................................................................................................................................... 17 PROPORTIONATE SHARE ..................................................................................................................... 17 RATIO OF SERVICE UNIT TO DEVELOPMENT UNIT ............................................................................. 19 ANALYSIS OF CAPACITY, USAGE, AND COSTS OF EXISTING PUBLIC SERVICES .................................... 19 Fire Facilities – Incremental Expansion ........................................................................................................................... 20 Fire Apparatus – Incremental Expansion ........................................................................................................................ 21 Fire Equipment – Incremental Expansion ....................................................................................................................... 22 Development Fee Report – Plan-Based ............................................................................................................................. 23 PROJECTED DEMAND FOR SERVICES AND COSTS ................................................................................ 23 Fire Facilities – Incremental Expansion ........................................................................................................................... 24 Fire Apparatus – Incremental Expansion ........................................................................................................................ 25 Fire Equipment – Incremental Expansion ....................................................................................................................... 26 FIRE FACILITIES DEVELOPMENT FEES ................................................................................................ 27 Construction Sales Tax Credit/Offset ................................................................................................................................ 27 Fire Facilities Development Fees ......................................................................................................................................... 27 Meeting Packet Page 155 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona ii FIRE FACILITIES DEVELOPMENT FEE REVENUE .................................................................................. 28 PARKS AND RECREATIONAL FACILITIES IIP ........................................................................................... 29 SERVICE AREA ..................................................................................................................................... 29 PROPORTIONATE SHARE ..................................................................................................................... 29 RATIO OF SERVICE UNIT TO DEVELOPMENT UNIT ............................................................................. 30 ANALYSIS OF CAPACITY, USAGE, AND COSTS OF EXISTING PUBLIC SERVICES .................................... 30 Developed Park Land – Incremental Expansion ........................................................................................................... 31 Park Amenities – Incremental Expansion ........................................................................................................................ 32 Development Fee Report – Plan-Based ............................................................................................................................. 34 PROJECTED DEMAND FOR SERVICES AND COSTS ................................................................................ 34 Developed Park Land – Incremental Expansion ........................................................................................................... 35 Park Amenities – Incremental Expansion ........................................................................................................................ 36 PARKS AND RECREATIONAL FACILITIES DEVELOPMENT FEES ........................................................... 37 Construction Sales Tax Credit/Offset ................................................................................................................................ 37 Parks and Recreational Facilities Development Fees ................................................................................................. 37 PARKS AND RECREATIONAL FACILITIES DEVELOPMENT FEE REVENUE ............................................ 38 STREET FACILITIES IIP ............................................................................................................................ 39 SERVICE AREA ..................................................................................................................................... 39 PROPORTIONATE SHARE ..................................................................................................................... 39 RATIO OF SERVICE UNIT TO DEVELOPMENT UNIT ............................................................................. 40 Residential Trip Generation Rates ...................................................................................................................................... 40 Nonresidential Trip Generation Rates .............................................................................................................................. 41 Trip Rate Adjustments ............................................................................................................................................................. 41 Commuter Trip Adjustment ................................................................................................................................................... 41 Adjustment for Pass-By Trips ............................................................................................................................................... 42 Average Weekday Vehicle Trips .......................................................................................................................................... 42 Trip Length Weighting Factor ............................................................................................................................................... 43 Local Vehicle Miles Traveled ................................................................................................................................................. 43 PROJECTED DEMAND FOR SERVICES AND COSTS ................................................................................ 43 Calibrated Travel Demand Model ........................................................................................................................................ 45 ANALYSIS OF CAPACITY, USAGE, AND COSTS OF EXISTING PUBLIC SERVICES .................................... 46 Street Improvements – Plan-Based .................................................................................................................................... 46 Development Fee Report – Plan-Based ............................................................................................................................. 47 STREET FACILITIES DEVELOPMENT FEES ........................................................................................... 48 Construction Sales Tax Credit/Offset ................................................................................................................................ 48 Street Facilities Development Fees ..................................................................................................................................... 48 STREET FACILITIES DEVELOPMENT FEE REVENUE ............................................................................. 49 APPENDIX A: FORECAST OF REVENUES OTHER THAN FEES ................................................................... 50 REVENUE PROJECTIONS ....................................................................................................................... 50 APPENDIX B: PROFESSIONAL SERVICES .................................................................................................. 51 APPENDIX C: LAND USE DEFINITIONS .................................................................................................... 52 RESIDENTIAL DEVELOPMENT .............................................................................................................. 52 NONRESIDENTIAL DEVELOPMENT ....................................................................................................... 53 Meeting Packet Page 156 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 1 EXECUTIVE SUMMARY The Town of Fountain Hills, Arizona, contracted with TischlerBise to document land use assumptions, prepare the Infrastructure Improvements Plan (hereinafter referred to as the “IIP”), and update development fees pursuant to Arizona Revised Statutes (“ARS”) § 9-463.05 (hereafter referred to as the “Enabling Legislation”). Municipalities in Arizona may assess development fees to offset infrastructure costs to a municipality for necessary public services. The development fees must be based on an Infrastructure Improvements Plan and Land Use Assumptions. The IIP for each type of infrastructure is in the middle section of this document. The proposed development fees are displayed in the Development Fee Report in the next section. Development fees are one-time payments used to construct system improvements needed to accommodate new development. The fee represents future development’s proportionate share of infrastructure costs. Development fees may be used for infrastructure improvements or debt service for growth related infrastructure. In contrast to general taxes, development fees may not be used for operations, maintenance, replacement, or correcting existing deficiencies. This update of Fountain Hills’ Infrastructure Improvements Plan and associated update to its development fees includes the following necessary public services: 1.Fire Facilities 2.Parks and Recreational Facilities 3.Street Facilities This plan includes all necessary elements required to be in full compliance with the Enabling Legislation. ARIZONA DEVELOPMENT FEE ENABLING LEGISLATION The Enabling Legislation governs how development fees are calculated for municipalities in Arizona. Necessary Public Services Under the requirements of the Enabling Legislation, development fees may only be used for construction, acquisition or expansion of public facilities that are necessary public services. “Necessary public service” means any of the following categories of facilities that have a life expectancy of three or more years and that are owned and operated on behalf of the municipality: water, wastewater, storm water, library, street, fire, police, and parks and recreational. Additionally, a necessary public service includes any facility that was financed before June 1, 2011, and that meets the following requirements: 1.Development fees were pledged to repay debt service obligations related to the construction of the facility. 2.After August 1, 2014, any development fees collected are used solely for the payment of principal and interest on the portion of the bonds, notes, or other debt service obligations issued before June 1, 2011, to finance construction of the facility. Meeting Packet Page 157 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 2 Infrastructure Improvements Plan Development fees must be calculated pursuant to an IIP. For each necessary public service that is the subject of a development fee, by law, the IIP shall include the following seven elements: 1.A description of the existing necessary public services in the service area and the costs to update, improve, expand, correct or replace those necessary public services to meet existing needs and usage and stricter safety, efficiency, environmental or regulatory standards, which shall be prepared by qualified professionals licensed in this state, as applicable. 2.An analysis of the total capacity, the level of current usage and commitments for usage of capacity of the existing necessary public services, which shall be prepared by qualified professionals licensed in this state, as applicable. 3.A description of all or the parts of the necessary public services or facility expansions and their costs necessitated by and attributable to development in the service area based on the approved Land Use Assumptions, including a forecast of the costs of infrastructure, improvements, real property, financing, engineering and architectural services, which shall be prepared by qualified professionals licensed in this state, as applicable. 4.A table establishing the specific level or quantity of use, consumption, generation or discharge of a service unit for each category of necessary public services or facility expansions and an equivalency or conversion table establishing the ratio of a service unit to various types of land uses, including residential, commercial, and industrial. 5.The total number of projected service units necessitated by and attributable to new development in the service area based on the approved Land Use Assumptions and calculated pursuant to generally accepted engineering and planning criteria. 6.The projected demand for necessary public services or facility expansions required by new service units for a period not to exceed ten years. 7.A forecast of revenues generated by new service units other than development fees, which shall include estimated state-shared revenue, highway users revenue, federal revenue, ad valorem property taxes, construction contracting or similar excise taxes and the capital recovery portion of utility fees attributable to development based on the approved Land Use Assumptions and a plan to include these contributions in determining the extent of the burden imposed by the development. Qualified Professionals The IIP must be developed by qualified professionals using generally accepted engineering and planning practices. A qualified professional is defined as “a professional engineer, surveyor, financial analyst or planner providing services within the scope of the person’s license, education, or experience.” TischlerBise is a fiscal, economic, and planning consulting firm specializing in the cost of growth services. Our services include development fees, fiscal impact analysis, infrastructure financing analyses, user fee/cost of service studies, capital improvement plans, and fiscal software. TischlerBise has prepared over 800 development fee studies over the past 30 years for local governments across the United States. Meeting Packet Page 158 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 3 Conceptual Development Fee Calculation In contrast to project-level improvements, development fees fund growth-related infrastructure that will benefit multiple development projects, or the entire service area (usually referred to as system improvements). The first step is to determine an appropriate demand indicator for the particular type of infrastructure. The demand indicator measures the number of service units for each unit of development. For example, an appropriate indicator of the demand for parks is population growth and the increase in population can be estimated from the average number of persons per housing unit. The second step in the development fee formula is to determine infrastructure improvement units per service unit, typically called level-of-service (LOS) standards. In keeping with the park example, a common LOS standard is improved park acres per thousand people. The third step in the development fee formula is the cost of various infrastructure units. To complete the park example, this part of the formula would establish a cost per acre for land acquisition and/ or park amenities. Evaluation of Credits/Offsets Regardless of the methodology, a consideration of credits/offsets is integral to the development of a legally defensible development fee. There are two types of credits/offsets that should be addressed in development fee studies and ordinances. The first is a revenue credit/offset due to possible double payment situations, which could occur when other revenues may contribute to the capital costs of infrastructure covered by the development fee. This type of credit/offset is integrated into the fee calculation, thus reducing the fee amount. The second is a site-specific credit or developer reimbursement for dedication of land or construction of system improvements. This type of credit is addressed in the administration and implementation of the development fee program. For ease of administration, TischlerBise normally recommends developer reimbursements for system improvements. INTRODUCTION TO DEVELOPMENT FEES Development fees are one-time payments used to fund capital improvements necessitated by future development. Development fees have been utilized by local governments in various forms for at least fifty years. Development fees do have limitations and should not be regarded as the total solution for infrastructure financing needs. Rather, they should be considered one component of a comprehensive portfolio to ensure adequate provision of public facilities with the goal of maintaining current levels of service in a community. Any community considering facility fees should note the following limitations: 1)Fees can only be used to finance capital infrastructure and cannot be used to finance ongoing operations and / or maintenance and rehabilitation costs. 2)Fees cannot be deposited in the General Fund. The funds must be accounted for separately in individual accounts and earmarked for the capital expenses for which they were collected. 3)Fees cannot be used to correct existing infrastructure deficiencies unless there is a funding plan in place to correct the deficiency for all current residents and businesses in the community. Meeting Packet Page 159 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 4 REQUIRED FINDINGS There are three reasonable relationship requirements for development fees that are closely related to “rational nexus” or “reasonable relationship” requirements enunciated by a number of state courts. Although the term “dual rational nexus” is often used to characterize the standard by which courts evaluate the validity of development fees under the U. S. Constitution, we prefer a more rigorous formulation that recognizes three elements: “impact or need,” “benefit,” and “proportionality.” The dual rational nexus test explicitly addresses only the first two, although proportionality is reasonably implied, and was specifically mentioned by the U.S. Supreme Court in the Dolan case. The reasonable relationship language of the statute is considered less strict than the rational nexus standard used by many courts. Individual elements of the nexus standard are discussed further in the following paragraphs. Demonstrating an Impact. All future development in a community creates additional demands on some, or all, public facilities provided by local government. If the supply of facilities is not increased to satisfy that additional demand, the quality or availability of public services for the entire community will deteriorate. Development fees may be used to recover the cost of development-related facilities, but only to the extent that the need for facilities is a consequence of development that is subject to the fees. The Nollan decision reinforced the principle that development exactions may be used only to mitigate conditions created by the developments upon which they are imposed. That principle clearly applies to development fees. In this study, the impact of development on improvement needs is analyzed in terms of quantifiable relationships between various types of development and the demand for specific facilities, based on applicable level-of-service standards. Demonstrating a Benefit. A sufficient benefit relationship requires that development fee revenues be segregated from other funds and expended only on the facilities for which the fees were charged. Fees must be expended in a timely manner and the facilities funded by the fees must serve the development paying the fees. However, nothing in the U.S. Constitution or the State enabling Act authorizing development fees requires that facilities funded with fee revenues be available exclusively to development paying the fees. In other words, existing development may benefit from these improvements as well. Procedures for the earmarking and expenditure of fee revenues are typically mandated by the State Enabling Legislation, as are procedures to ensure that the fees are expended expeditiously or refunded. All requirements are intended to ensure that developments benefit from the fees they are required to pay. Thus, an adequate showing of benefit must address procedural as well as substantive issues. Demonstrating Proportionality. The requirement that exactions be proportional to the impacts of development was clearly stated by the U.S. Supreme Court in the Dolan case (although the relevance of that decision to development fees has been debated) and is logically necessary to establish a proper nexus. Proportionality is established through the procedures used to identify development-related facility costs, and in the methods used to calculate development fees for various types of facilities and categories of development. The demand for facilities is measured in terms of relevant and measurable attributes of development. Meeting Packet Page 160 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 5 DEVELOPMENT FEE REPORT Development fees for the necessary public services made necessary by new development must be based on the same level of service (LOS) provided to existing development in the service area. There are three basic methodologies used to calculate development fees. They examine the past, present, and future status of infrastructure. The objective of evaluating these different methodologies is to determine the best measure of the demand created by new development for additional infrastructure capacity. Each methodology has advantages and disadvantages in a particular situation and can be used simultaneously for different cost components. Reduced to its simplest terms, the process of calculating development fees involves two main steps: (1) determining the cost of development-related capital improvements and (2) allocating those costs equitably to various types of development. In practice, though, the calculation of development fees can become quite complicated because of the many variables involved in defining the relationship between development and the need for facilities within the designated service area. The following paragraphs discuss basic methodologies for calculating development fees and how those methodologies can be applied. •Cost Recovery (past improvements) - The rationale for recoupment, often called cost recovery, is that new development is paying for its share of the useful life and remaining capacity of facilities already built, or land already purchased, from which new growth will benefit. This methodology is often used for utility systems that must provide adequate capacity before new development can take place. •Incremental Expansion (concurrent improvements) - The incremental expansion methodology documents current LOS standards for each type of public facility, using both quantitative and qualitative measures. This approach assumes there are no existing infrastructure deficiencies or surplus capacity in infrastructure. New development is only paying its proportionate share for growth-related infrastructure. Revenue will be used to expand or provide additional facilities, as needed, to accommodate new development. An incremental expansion cost method is best suited for public facilities that will be expanded in regular increments to keep pace with development. •Plan-Based (future improvements) - The plan-based methodology allocates costs for a specified set of improvements to a specified amount of development. Improvements are typically identified in a long-range facility plan and development potential is identified by a land use plan. There are two basic options for determining the cost per demand unit: (1) total cost of a public facility can be divided by total demand units (average cost), or (2) the growth-share of the public facility cost can be divided by the net increase in demand units over the planning timeframe (marginal cost). Meeting Packet Page 161 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 6 DEVELOPMENT FEE COMPONENTS Shown below, Figure 1 summarizes service areas, methodologies, and infrastructure cost components for the proposed fees. Figure 1: Proposed Development Fee Service Areas, Methodologies, and Cost Components Calculations throughout this report are based on an analysis conducted using Excel software. Most results are discussed in the report using two, three, and four decimal places, which represent rounded figures. However, the analysis itself uses figures carried to their ultimate decimal places; therefore, the sums and products generated in the analysis may not equal the sum or product if the reader replicates the calculation with the factors shown in the report (due to the rounding of figures shown, not in the analysis). CURRENT DEVELOPMENT FEES Current development fees are shown in Figure 2. For residential development, the development unit is a housing unit, based on housing unit type. For nonresidential development type, the development unit is 1,000 square feet of floor area. Figure 2: Current Development Fees Necessary Public Service Service Area Cost Recovery Incremental Expansion Plan-Based Cost Allocation Fire Citywide N/A Fire Facilities, Fire Apparatus, Fire Equipment Development Fee Report Population, Jobs Parks and Recreational Citywide N/A Developed Park Land, Park Amenities Development Fee Report Population, Jobs Street Citywide N/A N/A Street Improvements, Development Fee Report VMT Development Unit Single Family Housing Unit $122 $1,916 $1,935 $3,973 Multi-Family Housing Unit $94 $1,479 $964 $2,537 Development Unit Industrial 1,000 Sq Ft $100 $560 $630 $1,290 Commercial 1,000 Sq Ft $140 $810 $2,860 $3,810 Office & Other Services 1,000 Sq Ft $180 $1,030 $1,240 $2,450 Institutional 1,000 Sq Ft $60 $320 $2,480 $2,860 Current Fees Nonresidential Fees per Development Unit Development Type Parks & Recreational Street Current FeesFire Residential Fees per Development Unit Development Type Parks & Recreational StreetFire Meeting Packet Page 162 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 7 PROPOSED DEVELOPMENT FEES Proposed development fees will be assessed per development unit. For residential development, the development unit is a housing unit, based on housing unit type. For nonresidential development, the development unit is 1,000 square feet of floor area. The proposed fees represent the maximum allowable fees based on the analysis outlined in this report. Fountain Hills may adopt fees that are less than the amounts shown; however, a reduction in development fee revenue will necessitate an increase in other revenues, a decrease in planned capital improvements, and/or a decrease in level-of-service standards. All costs in the Development Fee Report represent current dollars with no assumed inflation over time. If costs change significantly over time, development fees should be recalculated. Figure 3: Proposed Development Fees DIFFERENCE BETWEEN PROPOSED AND CURRENT DEVELOPMENT FEES The differences between the proposed and current development fees are displayed below in Figure 4. For residential development, the development unit is a housing unit, based on housing unit type. For nonresidential development, the development unit is 1,000 square feet of floor area. Figure 4: Difference Between Proposed and Current Development Fees Development Unit Single Family Housing Unit $1,303 $4,014 $6,997 $12,314 Multi-Family Housing Unit $923 $2,844 $3,390 $7,157 Development Unit Industrial 1,000 Sq Ft $862 $215 $2,035 $3,112 Commercial 1,000 Sq Ft $1,164 $291 $6,719 $8,174 Office & Other Services 1,000 Sq Ft $1,790 $447 $4,531 $6,768 Institutional 1,000 Sq Ft $511 $128 $8,160 $8,799 Proposed Fees Residential Fees per Development Unit Nonresidential Fees per Development Unit Parks & Recreational Street Proposed Fees Development Type Development Type Parks & Recreational StreetFire Fire Development Unit Single Family Housing Unit $1,181 $2,098 $5,062 $8,341 Multi-Family Housing Unit $829 $1,365 $2,426 $4,620 Development Unit Industrial 1,000 Sq Ft $762 ($345)$1,405 $1,822 Commercial 1,000 Sq Ft $1,024 ($519)$3,859 $4,364 Office & Other Services 1,000 Sq Ft $1,610 ($583)$3,291 $4,318 Institutional 1,000 Sq Ft $451 ($192)$5,680 $5,939 Nonresidential Fees per Development Unit Development Type Parks & Recreational Street DifferenceFire DifferenceFire Residential Fees per Development Unit Development Type Parks & Recreational Street Meeting Packet Page 163 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 8 STAFF PROPOSED DEVELOPMENT FEES The staff proposed development fees shown in Figure 5 include a 50 percent reduction to the proposed street facilities development fees shown in Figure 3. The Fountain Hills Town Council adopted the LUA and IIP on October 21, 2025. The adopted street facilities IIP includes an engineering cost estimate of approximately $6.3 million to widen Shea Boulevard from Palisades Boulevard to Fountain Hills Boulevard, and Fountain Hills received a bid of approximately $3.9 million after adoption of the street facilities IIP. The bid cost is approximately 62 percent of the engineering cost estimate used in the adopted street facilities IIP, and Fountain Hills staff recommend a 50 percent reduction to the proposed street facilities development fees. Fountain Hills will assess the staff proposed development fees per development unit. Figure 5: Staff Proposed Development Fees DIFFERENCE BETWEEN STAFF PROPOSED AND CURRENT DEVELOPMENT FEES The differences between the staff proposed and current development fees are displayed below in Figure 6.For residential development, the development unit is a housing unit, based on housing unit type. For nonresidential development, the development unit is 1,000 square feet of floor area. Figure 6: Difference Between Staff Proposed and Current Development Fees Development Unit Single Family Housing Unit $1,303 $4,014 $3,499 $8,816 Multi-Family Housing Unit $923 $2,844 $1,695 $5,462 Development Unit Industrial 1,000 Sq Ft $862 $215 $1,018 $2,095 Commercial 1,000 Sq Ft $1,164 $291 $3,360 $4,815 Office & Other Services 1,000 Sq Ft $1,790 $447 $2,266 $4,503 Institutional 1,000 Sq Ft $511 $128 $4,080 $4,719 Nonresidential Fees per Development Unit Development Type Fire Parks & Recreational Street Alternative Fees Residential Fees per Development Unit Development Type Fire Parks & Recreational Street Alternative Fees Development Unit Single Family Housing Unit $1,181 $2,098 $1,564 $4,843 Multi-Family Housing Unit $829 $1,365 $731 $2,925 Development Unit Industrial 1,000 Sq Ft $762 ($345)$388 $805 Commercial 1,000 Sq Ft $1,024 ($519)$500 $1,005 Office & Other Services 1,000 Sq Ft $1,610 ($583)$1,026 $2,053 Institutional 1,000 Sq Ft $451 ($192)$1,600 $1,859 Nonresidential Fees per Development Unit Development Type Fire Parks & Recreational Street Difference Residential Fees per Development Unit Development Type Fire Parks & Recreational Street Difference Meeting Packet Page 164 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 9 LAND USE ASSUMPTIONS Arizona’s Development Fee Act requires the preparation of Land Use Assumptions, which are defined in Arizona Revised Statutes § 9-463.05(T)(6) as: “projections of changes in land uses, densities, intensities and population for a specified service area over a period of at least ten years and pursuant to the General Plan of the municipality.” The estimates and projections of residential and nonresidential development in this Land Use Assumptions document are for all areas within Fountain Hills. The current demographic estimates and future development projections will be used in the Infrastructure Improvements Plan (IIP) and in the calculation of development fees. Current demographic data estimates for 2025 are used in calculating levels of service (LOS) provided to existing development in Fountain Hills. Arizona’s Enabling Legislation requires fees to be updated at least every five years and limits the IIP to a maximum of 10 years. The service area for all Infrastructure Improvements Plans is shown in Figure L1. SUMMARY OF GROWTH INDICATORS Key land use assumptions include population, housing units, employment, and nonresidential floor area projections. Based on Development Services Department recommendations, the analysis uses recent permit trends for residential projections and Maricopa Association of Governments (MAG) employment data for nonresidential projections. Development projections are summarized in Figure L9. These projections will be used to estimate fee revenue and to indicate the anticipated need for growth-related infrastructure. However, development fee methodologies are designed to reduce sensitivity to development projections in the determination of the proportionate share fee amounts. If actual development occurs at a slower rate than projected, fee revenue will decline, but so will the need for growth-related infrastructure. In contrast, if development occurs at a faster rate than anticipated, fee revenue will increase, but Fountain Hills will also need to accelerate infrastructure improvements to keep pace with the actual rate of development. During the next 10 years, residential development projections indicate a population increase of 2,462 persons in 1,270 housing units, and nonresidential development projections indicate an employment increase of 447 jobs in approximately 175,000 square feet. Meeting Packet Page 165 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 10 Figure L1: Fountain Hills Development Fee Service Area Meeting Packet Page 166 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 11 RESIDENTIAL DEVELOPMENT This section details current estimates and future projections of residential development including population and housing units. Recent Residential Construction Development fees require an analysis of current levels of service. For residential development, current levels of service are determined using estimates of population and housing units. Shown below, Figure L2 shows the number of housing units added by decade according to U.S. Census Bureau data. In the previous decade, Fountain Hills’ housing stock grew by an average of 72 housing units per year. Figure L2: Housing Units by Decade As shown below, recent residential permits averaged 76 single-family units, two duplex units, and 55 multi-family units per year. Figure L3: Residential Permitted Units Census 2010 Housing Units 13,167 Census 2020 Housing Units 13,883 New Housing Units 2010 to 2020 716 Source: U.S. Census Bureau, Census 2020 Summary File 1, Census 2010 Summary File 1, 2019-2023 5-Year American Community Survey (for 2000s and earlier, adjusted to yield total units in 2010). The Fountain Hills housing stock grew by an average of 72 housing units per year from 2010 to 2020. 0 1,000 2,000 3,000 4,000 5,000 6,000 Before 1970 1970s 1980s 1990s 2000s 2010s Housing Units Added by Decade in Fountain Hills Year Single Family Duplex Multi-Family Total 2020 35 4 94 133 2021 96 2 107 205 2022 119 0 8 127 2023 53 0 11 64 Total 303 6 220 529 Average 76 2 55 132 Source: Town of Fountain Hills, Land Use Analysis & Statistical Report, 2023 Meeting Packet Page 167 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 12 Occupancy Factors According to the U.S. Census Bureau, a household is a housing unit occupied by year-round residents. Development fees often use per capita standards and persons per housing unit (PPHU) or persons per household (PPH) to derive proportionate share fee amounts. When PPHU is used in the fee calculations, infrastructure standards are derived using year-round population. When PPH is used in the fee calculations, the development fee methodology assumes a higher percentage of housing units will be occupied, thus requiring seasonal or peak population to be used when deriving infrastructure standards. TischlerBise recommends that Fountain Hills impose development fees for residential development according to the number of persons per household. Occupancy calculations require data on population and the types of units by structure. The 2010 census did not obtain detailed information using a “long-form” questionnaire. Instead, the U.S. Census Bureau switched to a continuous monthly mailing of surveys, known as the American Community Survey (ACS), which has limitations due to sample-size constraints. For example, data on detached housing units are now combined with attached single units (commonly known as townhouses, which share a common sidewall, but are constructed on an individual parcel of land). For development fees in Fountain Hills, “Single-Family” includes detached, attached, and mobile home units, and “Multi-Family” includes duplexes and all structures with two or more units on an individual parcel of land, recreational vehicles, boats, and all other types of units. Figure L4 below shows the occupancy estimates for Fountain Hills based on 2019-2023 American Community Survey 5-Year Estimates. Single-family units averaged 2.23 persons per household and multi- family units averaged 1.58 persons per household. The estimates shown below are used only to calculate occupancy factors and may not match population and housing unit estimates shown throughout this report. Figure L4: Occupancy Factors Single-Family1 20,644 9,249 2.23 10,781 1.91 81.0%14.21% Multi-Family2 2,894 1,828 1.58 2,528 1.14 19.0%27.69% Total 23,538 11,077 2.12 13,309 1.77 100.0%16.77% Source: U.S. Census Bureau, 2019-2023 American Community Survey 5-Year Estimates 1. Includes detached, attached (townhouse), and mobile home units. 2. Includes dwellings in structures with two or more units, RVs, and all other units. Housing Mix Vacancy RateHousing Type Persons Households Persons per Household Housing Units Persons per Housing Unit Meeting Packet Page 168 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 13 Residential Estimates The Fountain Hills 2023 Land Use Analysis & Statistical Report includes 14,330 housing units in 2023 and 2024 building permit data provided by Fountain Hills staff includes 56 single-family units for a total of 14,386 housing units in 2024. To estimate housing units in the 2025 base year, TischlerBise uses a modified average of recent permit trends shown in Figure L3 – 70 single-family units and 57 multi-family units. The 2025 base year includes 14,513 housing units. Arizona Office of Economic Opportunity estimates for 2024 include a population of 24,163 persons. To estimate population in the 2025 base year, the analysis converts the housing unit increase from 2024 to 2025 into population using the occupancy factors shown in Figure L4. The 2025 base year includes 24,409 persons (24,163 persons in 2023 + (70 single-family units X 2.23 persons per housing unit = 156 persons) + (57 multi-family units X 1.58 persons per housing unit = 90 persons)). For this study, the analysis assumes the occupancy factors shown in Figure L4 will remain constant throughout the 10-year projection period. Seasonal Population To account for seasonal residents, the analysis includes vacant households used for seasonal, recreational, or occasional use. According to 2019-2023 ACS estimates, seasonal units account for 1,635 of the 2,232 vacant units (13,309 total housing units – 11,077 occupied housing units) shown in Figure L4. Applying the townwide occupancy rate of 2.12 persons per household to 1,635 seasonal households provides a seasonal population estimate of 3,474 persons. In the 2025 base year, the peak population estimate is 27,883 (24,655 resident population + 3,474 seasonal population). Residential Projections Population and housing unit projections are used to illustrate the possible future pace of service demands, revenues, and expenditures. To the extent these factors change, the projected need for infrastructure will also change. If development occurs at a more rapid rate than projected, the demand for infrastructure will increase at a corresponding rate. If development occurs at a slower rate than projected, the demand for infrastructure will also decrease. To project future housing units, the analysis uses a modified average of recent permit trends shown in Figure L3 – 70 single-family units per year and 57 multi-family units per year. To convert projected housing units to population, the analysis uses occupancy factors shown in Figure L4. Based on these assumptions, the 10-year projections include an increase of 1,270 housing units (700 single-family units + 570 multi-family units) and 2,462 persons ((700 single-family units X 2.23 persons per household) + (570 multi-family units X 1.58 persons per household)) in Fountain Hills. Figure L5: Residential Projections 2025 2026 2027 2028 2029 2030 2035 Base Year 1 2 3 4 5 10 Peak Population 27,883 28,129 28,375 28,621 28,868 29,114 30,345 2,462 Housing Units Single Family 10,138 10,208 10,278 10,348 10,418 10,488 10,838 700 Multi-Family 4,375 4,432 4,489 4,546 4,603 4,660 4,945 570 Total 14,513 14,640 14,767 14,894 15,021 15,148 15,783 1,270 Fountain Hills, Arizona 10-Year Increase Meeting Packet Page 169 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 14 NONRESIDENTIAL DEVELOPMENT This section details current estimates and future projections of nonresidential development including jobs and nonresidential floor area. Nonresidential Demand Factors TischlerBise uses the term jobs to refer to employment by place of work. Figure L6 includes the nonresidential development prototypes used to derive employment densities from data published in Trip Generation, Institute of Transportation Engineers, 11th Edition (2021). The prototype for industrial development is Light Industrial (ITE 110) with 637 square feet of floor area per employee. For office development, the prototype is General Office (ITE 710) with 307 square feet of floor area per employee. The prototype for institutional development is Government Office (ITE 730) with 330 square feet of floor area per employee. The prototype for commercial development is Shopping Center (ITE 820) with 471 square feet of floor area per employee. Figure L6: Nonresidential Demand Units Nonresidential Estimates The analysis uses data published by Esri Business Analyst Online for the 2025 employment estimate of 7,501 jobs. According to CoStar data, existing nonresidential development in the 2025 base year includes 4,915,020 square feet – 1,612,280 square feet of industrial development, 1,408,000 square feet of commercial development, 1,574,691 square feet of office development, and 770,049 square feet of institutional development. Figure L7: Nonresidential Estimates ITE Demand Wkdy Trip Ends Wkdy Trip Ends Emp Per Square Feet Code Unit Per Dmd Unit1 Per Employee1 Dmd Unit Per Employee 110 Light Industrial 1,000 Sq Ft 4.87 3.10 1.57 637 710 General Office (avg size)1,000 Sq Ft 10.84 3.33 3.26 307 730 Government Office 1,000 Sq Ft 22.59 7.45 3.03 330 820 Shopping Center (avg size)1,000 Sq Ft 37.01 17.42 2.12 471 1. Trip Generation, Institute of Transportation Engineers, 11th Edition (2021). Land Use / Size 2025 Percent of 2025 Jobs1 Total Jobs Floor Area2 Industrial3 781 10%1,162,280 Commercial4 2,215 30%1,408,000 Office & Other Services5 3,543 47%1,574,691 Institutional6 962 13%770,049 Total 7,501 100%4,915,020 1. Esri Business Analyst Online, Business Summary, 2025. 2. CoStar, 2025 3. Major sectors are Manufacturing; Wholesale Trade. 4. Major sectors are Retail Trade; Accommodation & Food Services. 5. Major sectors are Health Care and Social Assistance; Other Services. 6. Major sectors are Educational Services; Public Administration. Development Type Meeting Packet Page 170 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 15 Nonresidential Projections Employment and floor area projections are used to illustrate the possible future pace of service demands, revenues, and expenditures. To the extent these factors change, the projected need for infrastructure will also change. If development occurs at a more rapid rate than projected, the demand for infrastructure will increase at a corresponding rate. If development occurs at a slower rate than projected, the demand for infrastructure will also decrease. TischlerBise projects future commercial, office and other services, and institutional development using employment projections published by the Maricopa Association of Governments (MAG). As directed by Fountain Hills Development Services Department staff, the analysis projects no industrial employment growth due to the limited availability of industrial sites. During the next 10 years, projected employment growth includes an additional 447 jobs. This includes no additional industrial jobs, 224 commercial jobs, 173 office and other services jobs, and 50 institutional jobs. Applying the ITE employment density factors shown in Figure L6 to the employment projections shown in Figure L8 provides the necessary conversion from jobs to nonresidential floor area. During the next 10 years, projected nonresidential development growth includes approximately 175,000 square feet of floor area. This includes no industrial development due to the limited availability of industrial sites, 106,000 square feet of commercial development (224 commercial jobs X 471 square feet per job), 53,000 square feet of office development (173 office jobs X 307 square feet per job), and 16,000 square feet of institutional development (50 institutional jobs X 330 square feet per job). Figure L8: Nonresidential Projections 2025 2026 2027 2028 2029 2030 2035 Base Year 1 2 3 4 5 10 Employment Industrial 781 781 781 781 781 781 781 0 Commercial 2,215 2,220 2,225 2,230 2,234 2,239 2,439 224 Office & Other Services 3,543 3,573 3,602 3,632 3,662 3,691 3,716 173 Institutional 962 968 973 979 985 990 1,012 50 Total 7,501 7,541 7,581 7,622 7,662 7,702 7,948 447 Floor Area / Sq Ft (x1,000) Industrial 1,162 1,162 1,162 1,162 1,162 1,162 1,162 0 Commercial 1,408 1,410 1,413 1,415 1,417 1,419 1,514 106 Office & Other Services 1,575 1,584 1,593 1,602 1,611 1,620 1,628 53 Institutional 770 772 774 776 778 779 786 16 Total 4,915 4,928 4,942 4,955 4,968 4,981 5,090 175 Fountain Hills, Arizona 10-Year Increase Meeting Packet Page 171 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 16 DEVELOPMENT PROJECTIONS Provided below is a summary of development projections used in the Development Fee Report. Base year estimates for 2025 are used in the fee calculations. Development projections are used to illustrate a possible future pace of demand for service units and cash flows resulting from revenues and expenditures associated with those demands. Figure L9: Development Projections Summary 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Base Year 1 2 3 4 5 6 7 8 9 10 Peak Population 27,883 28,129 28,375 28,621 28,868 29,114 29,360 29,606 29,852 30,098 30,345 2,462 Housing Units Single Family 10,138 10,208 10,278 10,348 10,418 10,488 10,558 10,628 10,698 10,768 10,838 700 Multi-Family 4,375 4,432 4,489 4,546 4,603 4,660 4,717 4,774 4,831 4,888 4,945 570 Total 14,513 14,640 14,767 14,894 15,021 15,148 15,275 15,402 15,529 15,656 15,783 1,270 Employment Industrial 781 781 781 781 781 781 781 781 781 781 781 0 Commercial 2,215 2,220 2,225 2,230 2,234 2,239 2,279 2,319 2,359 2,399 2,439 224 Office & Other Services 3,543 3,573 3,602 3,632 3,662 3,691 3,696 3,701 3,706 3,711 3,716 173 Institutional 962 968 973 979 985 990 995 999 1,003 1,007 1,012 50 Total 7,501 7,541 7,581 7,622 7,662 7,702 7,751 7,801 7,850 7,899 7,948 447 Floor Area / Sq Ft (x1,000) Industrial 1,162 1,162 1,162 1,162 1,162 1,162 1,162 1,162 1,162 1,162 1,162 0 Commercial 1,408 1,410 1,413 1,415 1,417 1,419 1,438 1,457 1,476 1,495 1,514 106 Office & Other Services 1,575 1,584 1,593 1,602 1,611 1,620 1,622 1,623 1,625 1,626 1,628 53 Institutional 770 772 774 776 778 779 781 782 784 785 786 16 Total 4,915 4,928 4,942 4,955 4,968 4,981 5,003 5,025 5,047 5,069 5,090 175 Fountain Hills, Arizona 10-Year Increase Meeting Packet Page 172 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 17 FIRE FACILITIES ARS § 9-463.05 (T)(7)(f) defines the eligible facilities and assets for the Fire Facilities IIP: “Fire and police facilities, including all appurtenances, equipment and vehicles. Fire and police facilities do not include a facility or portion of a facility that is used to replace services that were once provided elsewhere in the municipality, vehicles and equipment used to provide administrative services, helicopters or airplanes or a facility that is used for training firefighters or officers from more than one station or substation.” The Fire Facilities IIP includes components for fire facilities, fire apparatus, fire equipment, and the cost of preparing the Fire Facilities IIP and related development fee report. The incremental expansion methodology is used for fire facilities, fire apparatus, and fire equipment. The plan-based methodology is used for the development fee report. SERVICE AREA The Fountain Hills Fire Department strives to provide a uniform response time within the town limits; therefore, there is a single service area for the Fire Facilities IIP. PROPORTIONATE SHARE ARS § 9-463.05 (B)(3) states that the development fee shall not exceed a proportionate share of the cost of necessary public services needed to accommodate new development. The Fire Facilities IIP and development fees allocate the capital cost of necessary public services between residential and nonresidential development based on functional population. Functional population is similar to what the U.S. Census Bureau calls "daytime population." This accounts for people living and working in a jurisdiction, but it also considers commuting patterns and time spent at home and nonresidential locations. The functional population approach allocates the cost of the fire infrastructure to residential and nonresidential development based on the activity of residents and workers through 24 hours in a day. Residents that do not work are assigned 20 hours per day to residential development and four hours per day to nonresidential development (annualized averages). Residents that work in Fountain Hills are assigned 14 hours to residential development and 10 hours to nonresidential development. Residents that work outside Fountain Hills are assigned 14 hours to residential development, and the remaining 10 hours in the day are assumed to be spent working outside of Fountain Hills. Inflow commuters are assigned 10 hours to nonresidential development. Based on 2022 population data from the Arizona Office of Economic Opportunity and 2022 employment data from the U.S. Census Bureau’s OnTheMap web application, functional population is 80 percent residential development and 20 percent nonresidential development. Meeting Packet Page 173 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 18 Figure F1: Proportionate Share The proportionate share of costs attributable to residential development will be allocated to population and then converted to an appropriate amount by housing type. Since nonresidential calls for service were unavailable by specific nonresidential use, TischlerBise recommends using jobs as the demand indicator for nonresidential demand. Employment density is highest for office development and lowest for institutional development. Commercial and industrial densities fall between the other two categories. This ranking of employment densities is consistent with the relative demand for fire services from nonresidential development. Residential Demand Person Population 23,972 Hours/Day Hours Residents Not Working 14,709 20 294,180 Employed Residents 9,263 Employed in Fountain Hills 1,276 14 17,864 Employed outside Fountain Hills 7,987 14 111,818 Residential Subtotal 423,862 Residential Share 80% Nonresidential Non-working Residents 14,709 4 58,836 Jobs Located in Fountain Hills 4,779 Residents Employed in Fountain Hills 1,276 10 12,760 Non-Resident Workers (inflow commuters)3,503 10 35,030 Nonresidential Subtotal 106,626 Nonresidential Share 20% Total 530,488 Source: Arizona Office of Economic Opportunity (population), U.S. Census Bureau, OnTheMap Application and LEHD Origin-Destination Employment Statistics, Version 6.23.5 (employment). Demand Units in 2022 Meeting Packet Page 174 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 19 RATIO OF SERVICE UNIT TO DEVELOPMENT UNIT ARS § 9-463.05(E)(4) requires: “A table establishing the specific level or quantity of use, consumption, generation or discharge of a service unit for each category of necessary public services or facility expansions and an equivalency or conversion table establishing the ratio of a service unit to various types of land uses, including residential, commercial and industrial.” Figure F2 displays the demand indicators per development unit for residential and nonresidential development. For residential development, the table displays the number of persons per household for each development unit based on American Community Survey data shown in Figure L4. For nonresidential development, the table displays the number of jobs per development unit based on ITE employment density factors shown in Figure L6. Figure F2: Ratio of Service Unit to Development Unit ANALYSIS OF CAPACITY, USAGE, AND COSTS OF EXISTING PUBLIC SERVICES ARS § 9-463.05(E)(1) requires: “A description of the existing necessary public services in the service area and the costs to upgrade, update, improve, expand, correct or replace those necessary public services to meet existing needs and usage and stricter safety, efficiency, environmental or regulatory standards, which shall be prepared by qualified professionals licensed in this state, as applicable.” ARS § 9-463.05(E)(2) requires: “An analysis of the total capacity, the level of current usage and commitments for usage of capacity of the existing necessary public services, which shall be prepared by qualified professionals licensed in this state, as applicable.” Development Unit Single Family Housing Unit 2.23 Multi-Family Housing Unit 1.58 Development Unit Industrial 1,000 Sq Ft 1.57 Commercial 1,000 Sq Ft 2.12 Office & Other Services 1,000 Sq Ft 3.26 Institutional 1,000 Sq Ft 0.93 1. U.S. Census Bureau, 2019-2023 American Community Survey 5-Year Estimates 2. Trip Generation, Institute of Transportation Engineers, 11th Edition (2021). Residential Development Development Type Jobs per Unit1 Development Type Persons per Unit1 Nonresidential Development Meeting Packet Page 175 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 20 Fire Facilities – Incremental Expansion Fountain Hills currently provides 16,000 square feet of fire facilities to existing development, and Fountain Hills plans to construct additional fire facilities to serve future development. To allocate the proportionate share of demand for fire facilities to residential and nonresidential development, this analysis uses functional population shown in Figure F1. The existing level of service for residential development is 0.4591 square feet per person (16,000 square feet X 80 percent residential share / 27,883 persons). The nonresidential level of service is 0.4266 square feet per job (16,000 square feet X 20 percent nonresidential share / 7,501 jobs). The analysis uses a construction cost estimate of $1,000 per square foot as a proxy for future growth- related fire facility costs. For fire facilities, the cost is $459.06 per person (0.4591 square feet per person X $1,000 per square foot) and $426.61 per job (0.4266 square feet per job X $1,000 per square foot). Figure F3: Existing Level of Service Description Square Feet Fire Station 1 6,400 Fire Station 2 9,600 Total 16,000 Cost per Square Foot $1,000 Existing Square Feet 16,000 Residential Share 80% 2025 Population 27,883 Square Feet per Person 0.4591 Cost per Person $459.06 Nonresidential Share 20% 2025 Jobs 7,501 Square Feet per Job 0.4266 Cost per Job $426.61 Source: Fountain Hills Fire Department Level-of-Service (LOS) Standards Residential Cost Factors Nonresidential Meeting Packet Page 176 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 21 Fire Apparatus – Incremental Expansion Fountain Hills currently serves existing development with 8 fire apparatus and plans to acquire additional fire apparatus to serve future development. The replacement cost of the existing fleet is $3,685,000. The average cost of the existing fleet is $460,625 per unit, and the analysis uses this as a proxy for future growth-related fire apparatus costs. To allocate the proportionate share of demand for fire apparatus to residential and nonresidential development, this analysis uses functional population outlined in Figure F1. The existing level of service for residential development is 0.0002 units per person (8 units X 80 percent residential share / 27,883 persons). The nonresidential level of service is 0.0002 units per job (8 units X 20 percent nonresidential share / 7,501 jobs). The average cost of the existing fleet is $460,625 per unit ($3,685,000 total cost / 8 units), and the analysis uses this as a proxy for future growth-related fire apparatus costs. For fire apparatus, the cost is $105.73 per person (0.0002 units per person X $460,625 per unit) and $98.25 per job (0.0002 units per job X $460,625 per unit). Figure F4: Existing Level of Service Description Units Unit Cost Total Cost Brush Truck 2 $300,000 $600,000 Command Vehicle 2 $145,000 $290,000 Engine 2 $900,000 $1,800,000 Ladder Truck 1 $950,000 $950,000 UTV 1 $45,000 $45,000 Total 8 $460,625 $3,685,000 Average Cost per Unit $460,625 Existing Units 8 Residential Share 80% 2025 Population 27,883 Units per Person 0.0002 Cost per Person $105.73 Nonresidential Share 20% 2025 Jobs 7,501 Units per Job 0.0002 Cost per Job $98.25 Source: Fountain Hills Fire Department Level-of-Service (LOS) Standards Residential Nonresidential Cost Factors Meeting Packet Page 177 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 22 Fire Equipment – Incremental Expansion Fountain Hills currently serves existing development with 39 units of fire equipment, and Fountain Hills plans to acquire additional fire equipment to serve future development. The replacement cost of the existing inventory is $193,000. To allocate the proportionate share of demand for fire equipment to residential and nonresidential development, this analysis uses functional population outlined in Figure F1. The existing level of service for residential development is 0.0011 units per person (39 units X 80 percent residential share / 27,883 persons). The nonresidential level of service is 0.0010 units per job (39 units X 20 percent nonresidential share / 7,501 jobs). The average cost of the existing inventory is $4,949 per unit ($193,000 total cost / 39 units), and the analysis uses this as a proxy for future growth-related fire equipment costs. For fire equipment, the cost is $5.4 per person (0.0011 units per person X $4,949 per unit) and $5.15 per job (0.0010 units per job X $4,949 per unit). Figure F5: Existing Level of Service Description Units Unit Cost Total Cost Defibrillators 25 $1,000 $25,000 Multi-Band Portable Radio 14 $12,000 $168,000 Total 39 $4,949 $193,000 Average Cost per Unit $4,949 Existing Units 39 Residential Share 80% 2025 Population 27,883 Units per Person 0.0011 Cost per Person $5.54 Nonresidential Share 20% 2025 Jobs 7,501 Units per Job 0.0010 Cost per Job $5.15 Source: Fountain Hills Fire Department Cost Factors Level-of-Service (LOS) Standards Residential Nonresidential Meeting Packet Page 178 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 23 Development Fee Report – Plan-Based The 2025 cost to prepare the Fire Facilities IIP and related development fee report equals $21,300. Fountain Hills plans to update its report every five years, so the 10-year cost is $42,600. Based on the 10- year cost, proportionate share, and 10-year projections of future development from the Land Use Assumptions document, the cost per service unit is $13.4 per person and $19.04 per job. Figure F6: IIP and Development Fee Report PROJECTED DEMAND FOR SERVICES AND COSTS ARS § 9-463.05(E)(5) requires: “The total number of projected service units necessitated by and attributable to new development in the service area based on the approved land use assumptions and calculated pursuant to generally accepted engineering and planning criteria.” ARS § 9-463.05(E)(6) requires: “The projected demand for necessary public services or facility expansions required by new service units for a period not to exceed ten years.” As shown in the Land Use Assumptions document, projected development during the next 10 years includes population growth of 2,462 persons and employment growth of 447 jobs. To maintain existing levels of service, Fountain Hills needs to construct approximately 1,321 square feet of fire facilities, acquire approximately one fire apparatus, and acquire approximately three units of fire equipment over the next 10 years. The following pages include a more detailed projection of demand for services and costs for the Fire Facilities IIP. Necessary Public Service 2025 Study Update 10-Year Cost (2 Updates) Service Unit 10-Year Change Cost per Service Unit Residential 80%Population 2,462 $13.84 Nonresidential 20%Jobs 447 $19.04 Residential 98%Population 2,462 $16.96 Nonresidential 2%Jobs 447 $1.90 Street $21,350 $42,700 All Development 100%VMT 32,209 $1.33 Total $63,950 $127,900 Proportionate Share Parks and Recreational $42,600 Fire $42,600$21,300 $21,300 Meeting Packet Page 179 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 24 Fire Facilities – Incremental Expansion Fountain Hills plans to maintain its existing level of service for fire facilities over the next 10 years. Based on a projected population increase of 2,462 persons, future residential development demands approximately 1,130 square feet of fire facilities (2,462 additional persons X 0.4591 square feet per person). With projected nonresidential growth of 447 jobs, future nonresidential development demands approximately 191 additional square feet of fire facilities (447 additional jobs X 0.4266 square feet per job). Future development demands approximately 1,321 square feet of fire facilities at a cost of $1,320,893 (1,320.9 X $1,000 per square foot). Fountain Hills will use development fees to construct new fire facilities or to expand existing fire facilities. Figure F7: Projected Demand Demand Unit Cost per Sq Ft 0.4591 Square Feet per Person 0.4266 Square Feet per Job Residential Nonresidential Total 2025 27,883 7,501 12,800.0 3,200.0 16,000.0 2026 28,129 7,541 12,913.0 3,217.1 16,130.1 2027 28,375 7,581 13,026.0 3,234.3 16,260.3 2028 28,621 7,622 13,139.0 3,251.4 16,390.4 2029 28,868 7,662 13,252.0 3,268.6 16,520.6 2030 29,114 7,702 13,365.0 3,285.7 16,650.7 2031 29,360 7,751 13,478.0 3,306.7 16,784.8 2032 29,606 7,801 13,591.0 3,327.8 16,918.8 2033 29,852 7,850 13,704.0 3,348.8 17,052.8 2034 30,098 7,899 13,817.0 3,369.8 17,186.9 2035 30,345 7,948 13,930.0 3,390.9 17,320.9 10-Yr Increase 2,462 447 1,130.0 190.9 1,320.9 $1,130,025 $190,869 $1,320,893Growth-Related Expenditures Year Population Jobs Square Feet Fire Facilities $1,000 Type of Infrastructure Level of Service Demand for Fire Facilities Meeting Packet Page 180 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 25 Fire Apparatus – Incremental Expansion Fountain Hills plans to maintain its existing level of service for fire apparatus over the next 10 years. Based on a projected population increase of 2,462 persons, future residential development demands approximately 0.6 fire apparatus (2,462 persons X 0.0002 units per person). With projected nonresidential growth of 447 jobs, future nonresidential development demands approximately 0.1 fire apparatus (447 additional jobs X 0.0002 units per job). Future development demands approximately 0.7 fire apparatus at a cost of $304,218 (0.7 units X $460,625 per unit). Fountain Hills will use development fees to expand its fire apparatus fleet. Figure F8: Projected Demand Demand Unit Cost per Unit 0.0002 Units per Person 0.0002 Units per Job Residential Nonresidential Total 2025 27,883 7,501 6.4 1.6 8.0 2026 28,129 7,541 6.5 1.6 8.1 2027 28,375 7,581 6.5 1.6 8.1 2028 28,621 7,622 6.6 1.6 8.2 2029 28,868 7,662 6.6 1.6 8.3 2030 29,114 7,702 6.7 1.6 8.3 2031 29,360 7,751 6.7 1.7 8.4 2032 29,606 7,801 6.8 1.7 8.5 2033 29,852 7,850 6.9 1.7 8.5 2034 30,098 7,899 6.9 1.7 8.6 2035 30,345 7,948 7.0 1.7 8.7 10-Yr Increase 2,462 447 0.6 0.1 0.7 $260,259 $43,959 $304,218Growth-Related Expenditures Year Population Jobs Units Fire Apparatus $460,625 Type of Infrastructure Level of Service Demand for Fire Apparatus Meeting Packet Page 181 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 26 Fire Equipment – Incremental Expansion Fountain Hills plans to maintain its existing level of service for fire equipment over the next 10 years. Based on a projected population increase of 2,462 persons, future residential development demands approximately 2.8 units of fire equipment (2,462 persons X 0.0011 units per person). With projected nonresidential growth of 447 jobs, future nonresidential development demands approximately 0.5 units of fire equipment (447 jobs X 0.0010 units per job). Future development demands approximately 3.2 units of fire equipment at a cost of $15,933 (3.2 units X $4,949 per unit). Fountain Hills will use development fees to expand its fire equipment inventory. Figure F9: Projected Demand Demand Unit Cost per Unit 0.0011 Units per Person 0.0010 Units per Job Residential Nonresidential Total 2025 27,883 7,501 31.2 7.8 39.0 2026 28,129 7,541 31.5 7.8 39.3 2027 28,375 7,581 31.8 7.9 39.6 2028 28,621 7,622 32.0 7.9 40.0 2029 28,868 7,662 32.3 8.0 40.3 2030 29,114 7,702 32.6 8.0 40.6 2031 29,360 7,751 32.9 8.1 40.9 2032 29,606 7,801 33.1 8.1 41.2 2033 29,852 7,850 33.4 8.2 41.6 2034 30,098 7,899 33.7 8.2 41.9 2035 30,345 7,948 34.0 8.3 42.2 10-Yr Increase 2,462 447 2.8 0.5 3.2 $13,631 $2,302 $15,933 Population Jobs UnitsYear Growth-Related Expenditures Fire Equipment $4,949 Type of Infrastructure Level of Service Demand for Fire Equipment Meeting Packet Page 182 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 27 FIRE FACILITIES DEVELOPMENT FEES Construction Sales Tax Credit/Offset The analysis does not include a revenue credit/offset, because Fountain Hills’ construction sales tax rate equals the amount of the sales tax rate imposed on the majority of other sales tax classifications. Appendix A contains the forecast of revenues required by Arizona’s Enabling Legislation (ARS § 9-463.05(E)(7)). Fire Facilities Development Fees Figure F10 includes infrastructure components and cost factors for fire facilities development fees. The cost per service unit is $584.17 per person and $549.05 per job. Residential development fees are calculated per housing unit and vary proportionately according to the number of persons per household. For a single-family unit, the fee of $1,303 is calculated using a cost of $584.17 per person multiplied by 2.23 persons per household. Nonresidential development fees are calculated per development unit and vary proportionately according to the number of jobs. For commercial development, the fee of $1,164 per development unit (1,000 square feet) is calculated using a cost of $549.05 per job multiplied by 2.12 jobs per development unit. Figure F10: Fire Facilities Development Fees Fee Component Cost per Person Cost per Job Fire Facilities $459.06 $426.61 Fire Apparatus $105.73 $98.25 Fire Equipment $5.54 $5.15 Development Fee Report $13.84 $19.04 Total $584.17 $549.05 Development Unit Single Family Housing Unit 2.23 $1,303 $122 $1,181 Multi-Family Housing Unit 1.58 $923 $94 $829 Development Unit Industrial 1,000 Sq Ft 1.57 $862 $100 $762 Commercial 1,000 Sq Ft 2.12 $1,164 $140 $1,024 Office & Other Services 1,000 Sq Ft 3.26 $1,790 $180 $1,610 Institutional 1,000 Sq Ft 0.93 $511 $60 $451 1. See Land Use Assumptions Development Type Jobs per Unit1 Proposed Fees Current Fees Difference Nonresidential Fees per Development Unit Residential Fees per Development Unit Development Type Persons per Unit1 Proposed Fees Current Fees Difference Meeting Packet Page 183 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 28 FIRE FACILITIES DEVELOPMENT FEE REVENUE Appendix A contains the forecast of revenues required by Arizona’s enabling legislation (ARS § 9- 463.05(E)(7)). In accordance with state law, this report includes an IIP for fire facilities needed to accommodate future development. Projected fee revenue shown in Figure F11 is based on the development projections in the Land Use Assumptions document and the updated development fees for fire facilities shown in Figure F10. If development occurs at a more rapid rate than projected, the demand for infrastructure will increase and development fee revenue will increase at a corresponding rate. If development occurs at a slower rate than projected, the demand for infrastructure will decrease along with development fee revenue. Projected development fee revenue equals $1,664,640 and projected expenditures equal $1,683,645. Figure F11: Fire Facilities Development Fee Revenue Growth Share Existing Share Total Fire Facilities $1,320,893 $0 $1,320,893 Fire Apparatus $304,218 $0 $304,218 Fire Equipment $15,933 $0 $15,933 Development Fee Report $42,600 $0 $42,600 Total $1,683,645 $0 $1,683,645 Single Family Multi-Family Industrial Commercial Office & Other Institutional $1,303 $923 $862 $1,164 $1,790 $511 per unit per unit per unit per unit per unit per unit Hsg Unit Hsg Unit KSF KSF KSF KSF Base 2025 10,138 4,375 1,162 1,408 1,575 770 Year 1 2026 10,208 4,432 1,162 1,410 1,584 772 Year 2 2027 10,278 4,489 1,162 1,413 1,593 774 Year 3 2028 10,348 4,546 1,162 1,415 1,602 776 Year 4 2029 10,418 4,603 1,162 1,417 1,611 778 Year 5 2030 10,488 4,660 1,162 1,419 1,620 779 Year 6 2031 10,558 4,717 1,162 1,438 1,622 781 Year 7 2032 10,628 4,774 1,162 1,457 1,623 782 Year 8 2033 10,698 4,831 1,162 1,476 1,625 784 Year 9 2034 10,768 4,888 1,162 1,495 1,626 785 Year 10 2035 10,838 4,945 1,162 1,514 1,628 786 700 570 0 106 53 16 $912,100 $526,110 $0 $123,384 $94,870 $8,176 $1,664,640 $1,683,645 Projected Fee Revenue Total Expenditures Projected Revenue 10-Year Increase Year Fee Component Meeting Packet Page 184 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 29 PARKS AND RECREATIONAL FACILITIES IIP ARS § 9-463.05 (T)(7)(g) defines the facilities and assets that can be included in the Parks and Recreational Facilities IIP: “Neighborhood parks and recreational facilities on real property up to thirty acres in area, or parks and recreational facilities larger than thirty acres if the facilities provide a direct benefit to the development. Park and recreational facilities do not include vehicles, equipment or that portion of any facility that is used for amusement parks, aquariums, aquatic centers, auditoriums, arenas, arts and cultural facilities, bandstand and orchestra facilities, bathhouses, boathouses, clubhouses, community centers greater than three thousand square feet in floor area, environmental education centers, equestrian facilities, golf course facilities, greenhouses, lakes, museums, theme parks, water reclamation or riparian areas, wetlands, zoo facilities or similar recreational facilities, but may include swimming pools.” The Parks and Recreational Facilities IIP includes components for developed park land, park amenities, and the cost of preparing the Parks and Recreational Facilities IIP and related Development Fee Report. The incremental expansion methodology is used for developed park land and park amenities. The plan- based methodology is used for the Development Fee Report. SERVICE AREA Fountain Hills provides townwide access to parks and recreational facilities; therefore, there is a single service area for the Parks and Recreational Facilities IIP. PROPORTIONATE SHARE ARS § 9-463.05 (B)(3) states that the development fee shall not exceed a proportionate share of the cost of necessary public services needed to accommodate new development. The Parks and Recreational Facilities IIP and development fees allocate the capital cost of necessary public services between residential and nonresidential based on functional population. The Arizona Office of Economic Opportunity estimates Fountain Hills’ 2022 population equal to 23,972 persons. Based on 2022 estimates from the U.S. Census Bureau’s OnTheMap web application, 3,503 inflow commuters traveled to Fountain Hills for work. The proportionate share is based on cumulative impact hours per year. Potential impact to parks and recreational facilities equals 4,380 hours per year per resident and 500 hours per year per inflow commuter. For parks and recreational facilities, residential development generates 98 percent of demand and nonresidential development generates the remaining two percent of demand. Figure PR1: Proportionate Share Residential 23,972 persons1 4,380 104,997,360 98% Nonresidential 3,503 inflow commuters2 500 1,751,500 2% 106,748,860 100% 1. Arizona Office of Economic Opportunity, 2022. 2. U.S. Census Bureau, OnTheMap Application and LEHD Origin-Destination Employment Statistics, Version 6.23.5, 2022. Residential Impact: 12 hours per day X 365 days per year Nonresidential Impact: 2 hours per day X 5 days per week X 50 weeks per year Total Development Type Service Unit Impact Hours per Year Cumulative Impact Hours per Year Proportionate Share Meeting Packet Page 185 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 30 RATIO OF SERVICE UNIT TO DEVELOPMENT UNIT ARS § 9-463.05(E)(4) requires: “A table establishing the specific level or quantity of use, consumption, generation or discharge of a service unit for each category of necessary public services or facility expansions and an equivalency or conversion table establishing the ratio of a service unit to various types of land uses, including residential, commercial and industrial.” Figure PR2 displays the demand indicators per development unit for residential and nonresidential development. For residential development, the table displays the number of persons per household for each development unit based on American Community Survey data shown in Figure L4. For nonresidential development, the table displays the number of jobs per development unit based on ITE employment density factors shown in Figure L6. Figure PR2: Ratio of Service Unit to Development Unit ANALYSIS OF CAPACITY, USAGE, AND COSTS OF EXISTING PUBLIC SERVICES ARS § 9-463.05(E)(1) requires: “A description of the existing necessary public services in the service area and the costs to upgrade, update, improve, expand, correct or replace those necessary public services to meet existing needs and usage and stricter safety, efficiency, environmental or regulatory standards, which shall be prepared by qualified professionals licensed in this state, as applicable.” ARS § 9-463.05(E)(2) requires: “An analysis of the total capacity, the level of current usage and commitments for usage of capacity of the existing necessary public services, which shall be prepared by qualified professionals licensed in this state, as applicable.” Development Unit Single Family Housing Unit 2.23 Multi-Family Housing Unit 1.58 Development Unit Industrial 1,000 Sq Ft 1.57 Commercial 1,000 Sq Ft 2.12 Office & Other Services 1,000 Sq Ft 3.26 Institutional 1,000 Sq Ft 0.93 1. U.S. Census Bureau, 2019-2023 American Community Survey 5-Year Estimates 2. Trip Generation, Institute of Transportation Engineers, 11th Edition (2021). Residential Development Development Type Jobs per Unit1 Development Type Persons per Unit1 Nonresidential Development Meeting Packet Page 186 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 31 Developed Park Land – Incremental Expansion Fountain Hills currently provides 951.4 total acres and 131.4 developed acres of parks to existing development. To comply with Arizona’s Enabling Legislation, the analysis excludes ineligible park land at Fountain Park (lake acreage) and Golden Eagle Trailhead (owned by HOA). The analysis uses 98.0 acres of developed park land to calculate the level of service. Due to the availability of undeveloped land, Fountain Hills does not plan to acquire additional park land. Fountain Hills will develop existing park land or other town sites during the 10-year IIP timeframe. To allocate the proportionate share of demand for developed park land to residential and nonresidential development, this analysis uses the proportionate share shown in Figure PR1. The existing LOS for residential development is 0.00344 eligible acres per person (98 eligible acres X 98 percent residential share / 27,883 persons). For nonresidential development, the existing LOS is 0.00026 eligible acres per job (98 eligible acres X two percent nonresidential share / 7,501 jobs). The analysis includes a cost of $40,000 per acre for development costs not captured in the park amenities component (site development, grading, utilities, etc.). For developed park land, the cost is $137.78 per acre (0.00344 eligible acres per person X $40,000 per acre) and $10.45 per job (0.00026 eligible acres per job X $40,000 per acre). Figure PR3: Existing Level of Service Description Total Acres Developed Acres Eligible Acres Avenue Linear Park 3.0 3.0 3.0 Desert Botanical Garden 8.0 8.0 8.0 Desert Vista Park 12.0 12.0 12.0 Fountain Park 65.0 65.0 32.0 Four Peaks Park 16.0 16.0 16.0 Golden Eagle Park 25.0 25.0 25.0 Golden Eagle Trailhead 0.4 0.4 0.0 McDowell Mtn. Preserve 822.0 2.0 2.0 Total 951.4 131.4 98.0 Developed Cost per Acre1 $40,000 Existing Eligible Acres 98.0 Residential Share 98% 2025 Population 27,883 Eligible Acres per Person 0.00344 Cost per Person $137.78 Nonresidential Share 2% 2025 Jobs 7,501 Eligible Acres per Job 0.00026 Cost per Job $10.45 Source: Fountain Hills Parks and Recreation Department 1. Includes infrastructure costs but excludes acquisition costs. Cost Factors Level-of-Service (LOS) Standards Residential Nonresidential Meeting Packet Page 187 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 32 Park Amenities – Incremental Expansion Fountain Hills currently provides 1,052 park amenities and plans to construct additional park amenities to serve future development. The total cost of existing park amenities is $46,811,800, and the analysis uses the average cost of $44,498 per unit as a proxy for future growth-related park amenity costs. Figure PR5 includes a detailed list of existing park amenities. To allocate the proportionate share of demand for park amenities to residential and nonresidential development, this analysis uses the proportionate share shown in Figure PR1. The existing LOS for residential development is 0.0370 units per person (1,052 units X 98 percent residential share / 27,883 persons). For nonresidential development, the existing LOS is 0.0028 units per job (1,052 units X two percent nonresidential share / 7,501 jobs). Based on the cost of Fountain Hills’ existing park amenities, the average cost for park amenities is $44,498 per unit ($46,811,800 total cost / 1,052 units). For park amenities, the cost is $1,645.29 per person (0.0370 units per person X $44,498 per unit) and $124.81 per job (0.0028 units per job X $44,498 per unit). Figure PR4: Existing Level of Service Average Cost per Unit $44,498 Existing Units 1,052 Residential Share 98% 2025 Population 27,883 Units per Person 0.0370 Cost per Person $1,645.29 Nonresidential Share 2% 2025 Jobs 7,501 Units per Job 0.0028 Cost per Job $124.81 Source: Fountain Hills Parks and Recreation Department Nonresidential Level-of-Service (LOS) Standards Residential Cost Factors Meeting Packet Page 188 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 33 Figure PR5: Existing Park Amenities Description Units Unit Cost Total Cost Baseball/Softball Field 6 $725,000 $4,350,000 Basketball Court 3 $120,000 $360,000 Bench 101 $2,500 $252,500 Bike Rack 46 $300 $13,800 Bleachers 29 $3,000 $87,000 Bridge (Pedestrian)2 $1,000,000 $2,000,000 Building 11 $400,000 $4,400,000 Disc Golf Course 1 $15,300 $15,300 Dog Park 1 $650,000 $650,000 Drinking Fountain 22 $3,000 $66,000 Dugout Bench 15 $1,000 $15,000 Entry Monument Signage 9 $20,000 $180,000 Exercise Equipment Area 2 $40,000 $80,000 FIT Trail Trailhead 2 $100,000 $200,000 Grill 12 $400 $4,800 Horseshoe Pit 1 $2,500 $2,500 Interpretive Signage 14 $1,000 $14,000 Light Bollard 291 $2,000 $582,000 Multi-Use Sports Field 4 $475,000 $1,900,000 Parking Lot 11 $526,000 $5,786,000 Passive Lawn/Recreation 14 $475,000 $6,650,000 Pet Station 21 $300 $6,300 Pickleball Court 6 $70,000 $420,000 Picnic Table 110 $3,500 $385,000 Playground (2-5 years)4 $125,000 $500,000 Playground (5+ years)4 $230,000 $920,000 Ramada (with picnic table)21 $84,000 $1,764,000 Recycle 24 $600 $14,400 Restroom 21 $420,000 $8,820,000 Sand Volleyball 2 $24,000 $48,000 Scoreboard 4 $8,000 $32,000 Shade Structure <100 ksf 18 $50,000 $900,000 Shade Structure >100 ksf 5 $100,000 $500,000 Shower 1 $4,000 $4,000 Sign Kiosk 11 $4,000 $44,000 Skate Park 1 $1,089,000 $1,089,000 Soccer Goal 6 $2,500 $15,000 Specialty Play 2 $100,000 $200,000 Splash Pad 1 $860,000 $860,000 Tennis Court 6 $170,000 $1,020,000 Trash Receptacle 166 $600 $99,600 Veteran's Memorial 1 $900,000 $900,000 Walking Track/Trail 6 $95,000 $570,000 Water Feature 6 $15,000 $90,000 Wayfinding Signage 8 $200 $1,600 Total 1,052 $44,498 $46,811,800 Source: Fountain Hills Parks and Recreation Department Meeting Packet Page 189 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 34 Development Fee Report – Plan-Based The 2025 cost to prepare the Parks and Recreational Facilities IIP and related development fee report equals $21,300. Fountain Hills plans to update its report every five years, so the 10-year cost is $42,600. Based on the 10-year cost, proportionate share, and 10-year projections of future development from the Land Use Assumptions document, the cost per service unit is $16.96 per person and $1.90 per job. Figure PR6: IIP and Development Fee Report PROJECTED DEMAND FOR SERVICES AND COSTS ARS § 9-463.05(E)(5) requires: “The total number of projected service units necessitated by and attributable to new development in the service area based on the approved land use assumptions and calculated pursuant to generally accepted engineering and planning criteria.” ARS § 9-463.05(E)(6) requires: “The projected demand for necessary public services or facility expansions required by new service units for a period not to exceed ten years.” As shown in the Land Use Assumptions document, projected development during the next 10 years includes population growth of 2,462 persons and employment growth of 447 jobs. To maintain the existing levels of service, Fountain Hills needs to develop approximately 8.6 acres of park land and construct approximately 92 park amenities over the next 10 years. The following pages include a more detailed projection of demand for services and costs for the Parks and Recreational Facilities IIP. Necessary Public Service 2025 Study Update 10-Year Cost (2 Updates) Service Unit 10-Year Change Cost per Service Unit Residential 80%Population 2,462 $13.84 Nonresidential 20%Jobs 447 $19.04 Residential 98%Population 2,462 $16.96 Nonresidential 2%Jobs 447 $1.90 Street $21,350 $42,700 All Development 100%VMT 32,209 $1.33 Total $63,950 $127,900 Proportionate Share Parks and Recreational $42,600 Fire $42,600$21,300 $21,300 Meeting Packet Page 190 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 35 Developed Park Land – Incremental Expansion Fountain Hills plans to maintain its existing level of service for developed park land over the next 10 years. Based on a projected population increase of 2,462 persons, future residential development demands an additional 8.5 acres (2,462 additional persons X 0.00344 eligible acres per person). With projected employment growth of 447 jobs, future nonresidential development demands an additional 0.1 acres (447 additional jobs X 0.00026 eligible acres per job). Future development demands 8.6 additional acres at a cost of $343,825 (8.6 acres X $40,000 per acre). Fountain Hills will use development fees to develop additional park land. Figure PR7: Projected Demand Demand Unit Cost per Acre 0.00344 Eligible Acres per Person 0.00026 Eligible Acres per Job Residential Nonresidential Total 2025 27,883 7,501 96.0 2.0 98.0 2026 28,129 7,541 96.9 2.0 98.9 2027 28,375 7,581 97.7 2.0 99.7 2028 28,621 7,622 98.6 2.0 100.6 2029 28,868 7,662 99.4 2.0 101.4 2030 29,114 7,702 100.3 2.0 102.3 2031 29,360 7,751 101.1 2.0 103.2 2032 29,606 7,801 102.0 2.0 104.0 2033 29,852 7,850 102.8 2.1 104.9 2034 30,098 7,899 103.7 2.1 105.7 2035 30,345 7,948 104.5 2.1 106.6 10-Yr Increase 2,462 447 8.5 0.1 8.6 $339,149 $4,676 $343,825Growth-Related Expenditures Type of Infrastructure Level of Service Developed Park Land $40,000 Demand for Developed Park Land Year Population Jobs Eligible Acres Meeting Packet Page 191 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 36 Park Amenities – Incremental Expansion Fountain Hills plans to maintain its existing level of service for park amenities over the next 10 years. Based on a projected population increase of 2,462 persons, future residential development demands an additional 91.0 park amenities (2,462 additional persons X 0.0370 units per person). With projected employment growth of 447 jobs, future nonresidential development demands an additional 1.3 park amenities (447 additional jobs X 0.0028 units per job). Future development demands 92.3 additional park amenities at a cost of $4,105,884 (92.3 units X $44,498 per unit). Fountain Hills will use development fees to construct additional park amenities. Figure PR8: Projected Demand Demand Unit Cost per Unit 0.0370 Units per Person 0.0028 Units per Job Residential Nonresidential Total 2025 27,883 7,501 1,031.0 21.0 1,052.0 2026 28,129 7,541 1,040.1 21.2 1,061.2 2027 28,375 7,581 1,049.2 21.3 1,070.4 2028 28,621 7,622 1,058.3 21.4 1,079.6 2029 28,868 7,662 1,067.4 21.5 1,088.9 2030 29,114 7,702 1,076.5 21.6 1,098.1 2031 29,360 7,751 1,085.6 21.7 1,107.3 2032 29,606 7,801 1,094.7 21.9 1,116.6 2033 29,852 7,850 1,103.8 22.0 1,125.8 2034 30,098 7,899 1,112.9 22.2 1,135.0 2035 30,345 7,948 1,122.0 22.3 1,144.3 10-Yr Increase 2,462 447 91.0 1.3 92.3 $4,050,041 $55,843 $4,105,884 Demand for Park Amenities Year Population Jobs Units Park Amenities $44,498 Type of Infrastructure Level of Service Growth-Related Expenditures Meeting Packet Page 192 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 37 PARKS AND RECREATIONAL FACILITIES DEVELOPMENT FEES Construction Sales Tax Credit/Offset The analysis does not include a revenue credit/offset, because Fountain Hills’ construction sales tax rate equals the amount of the sales tax rate imposed on the majority of other sales tax classifications. Appendix A contains the forecast of revenues required by Arizona’s Enabling Legislation (ARS § 9-463.05(E)(7)). Parks and Recreational Facilities Development Fees Figure PR9 includes infrastructure components and cost factors for parks and recreational facilities development fees. The cost per service unit is $1,800.03 per person and $137.16 per job. Residential development fees are calculated per housing unit and vary proportionately according to the number of persons per household. For a single-family unit, the fee of $4,014 is calculated using a cost of $1,800.03 per person multiplied by 2.23 persons per household. Nonresidential development fees are calculated per development unit and vary proportionately according to the number of jobs. For commercial development, the fee of $291 per development unit (1,000 square feet) is calculated using a cost of $137.16 per job multiplied by 2.12 jobs per development unit. Figure PR9: Parks and Recreational Facilities Development Fees Fee Component Cost per Person Cost per Job Developed Park Land $137.78 $10.45 Park Amenities $1,645.29 $124.81 Development Fee Report $16.96 $1.90 Total $1,800.03 $137.16 Development Unit Single Family Housing Unit 2.23 $4,014 $1,916 $2,098 Multi-Family Housing Unit 1.58 $2,844 $1,479 $1,365 Development Unit Industrial 1,000 Sq Ft 1.57 $215 $560 ($345) Commercial 1,000 Sq Ft 2.12 $291 $810 ($519) Office & Other Services 1,000 Sq Ft 3.26 $447 $1,030 ($583) Institutional 1,000 Sq Ft 0.93 $128 $320 ($192) 1. See Land Use Assumptions Residential Fees per Development Unit Development Type Development Type Current Fees Difference Current Fees Difference Nonresidential Fees per Development Unit Jobs per Unit1 Proposed Fees Persons per Unit1 Proposed Fees Meeting Packet Page 193 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 38 PARKS AND RECREATIONAL FACILITIES DEVELOPMENT FEE REVENUE Appendix A contains the forecast of revenues required by Arizona’s Enabling Legislation (ARS § 9- 463.05(E)(7)). In accordance with state law, this report includes an IIP for parks and recreational facilities needed to accommodate new development. Projected fee revenue shown in Figure PR10 is based on the development projections in the Land Use Assumptions document and the updated development fees for parks and recreational facilities shown in Figure PR9. If development occurs at a more rapid rate than projected, the demand for infrastructure will increase and development fee revenue will increase at a corresponding rate. If development occurs at a slower rate than projected, the demand for infrastructure will decrease along with development fee revenue. Projected development fee revenue equals $4,487,465 and projected expenditures equal $4,492,309. Figure PR10: Parks and Recreational Facilities Development Fee Revenue Growth Share Existing Share Total Developed Park Land $343,825 $0 $343,825 Park Amenities $4,105,884 $0 $4,105,884 Development Fee Report $42,600 $0 $42,600 Total $4,492,309 $0 $4,492,309 Single Family Multi-Family Industrial Commercial Office & Other Institutional $4,014 $2,844 $215 $291 $447 $128 per unit per unit per unit per unit per unit per unit Hsg Unit Hsg Unit KSF KSF KSF KSF Base 2025 10,138 4,375 1,162 1,408 1,575 770 Year 1 2026 10,208 4,432 1,162 1,410 1,584 772 Year 2 2027 10,278 4,489 1,162 1,413 1,593 774 Year 3 2028 10,348 4,546 1,162 1,415 1,602 776 Year 4 2029 10,418 4,603 1,162 1,417 1,611 778 Year 5 2030 10,488 4,660 1,162 1,419 1,620 779 Year 6 2031 10,558 4,717 1,162 1,438 1,622 781 Year 7 2032 10,628 4,774 1,162 1,457 1,623 782 Year 8 2033 10,698 4,831 1,162 1,476 1,625 784 Year 9 2034 10,768 4,888 1,162 1,495 1,626 785 Year 10 2035 10,838 4,945 1,162 1,514 1,628 786 700 570 0 106 53 16 $2,809,800 $1,621,080 $0 $30,846 $23,691 $2,048 $4,487,465 $4,492,309 Fee Component Year 10-Year Increase Projected Revenue Projected Fee Revenue Total Expenditures Meeting Packet Page 194 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 39 STREET FACILITIES IIP ARS § 9-463.05 (T)(7)(e) defines the eligible facilities and assets for the Street Facilities IIP: “Street facilities located in the service area, including arterial or collector streets or roads that have been designated on an officially adopted plan of the municipality, traffic signals and rights- of-way and improvements thereon.” The Street Facilities IIP includes components for street improvements and the cost of preparing the Street Facilities IIP and related Development Fee Report. The plan-based methodology is used for street improvements and the Development Fee Report. SERVICE AREA Fountain Hills provides a transportation network within the town limits; therefore, there is a single service area for the Street Facilities IIP. PROPORTIONATE SHARE ARS § 9-463.05 (B)(3) states that the development fee shall not exceed a proportionate share of the cost of necessary public services needed to accommodate new development. The Street Facilities IIP and development fees will allocate the cost of necessary public services between residential and nonresidential based on trip generation rates, trip adjustment factors, and trip lengths. Meeting Packet Page 195 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 40 RATIO OF SERVICE UNIT TO DEVELOPMENT UNIT ARS § 9-463.05(E)(4) requires: “A table establishing the specific level or quantity of use, consumption, generation or discharge of a service unit for each category of necessary public services or facility expansions and an equivalency or conversion table establishing the ratio of a service unit to various types of land uses, including residential, commercial and industrial.” Fountain Hills will use vehicle miles traveled (VMT) as the demand units for street facilities fees. Components used to determine VMT include average weekday vehicle trip generation rates, adjustments for commuting patterns and pass-by trips, and trip length weighting factors. Residential Trip Generation Rates As an alternative to simply using national average trip generation rates for residential development, published by the Institute of Transportation Engineers (ITE), TischlerBise calculates custom trip rates using local demographic data. Key inputs needed for the analysis, including average number of persons and vehicles available per housing unit, are available from American Community Survey (ACS) data. Shown in Figure S1, custom trip generation rates for Fountain Hills vary slightly from the national averages. Single- family residential development is expected to generate 8.03 average weekday vehicle trip ends per dwelling – compared to the national average of 9.43 (ITE 210). Multi-family residential development is expected to generate 3.89 average weekday vehicle trip ends per dwelling, which is lower than the national average of 4.54 (ITE 221). Figure S1: Average Weekday Vehicle Trip Ends by Housing Type Owner-Occupied 17,994 8,342 886 9,228 1.95 Renter-Occupied 2,991 907 942 1,849 1.62 Total 20,985 9,249 1,828 11,077 1.89 Persons in Trip Vehicles by Trip Average Housing Households3 Ends4 Type of Unit Ends5 Trip Ends Units6 Local National7 Single-Family 20,644 57,498 17,734 115,580 86,539 10,781 8.03 9.43 Multi-Family 2,894 6,546 3,251 13,104 9,825 2,528 3.89 4.54 Total 23,538 64,045 20,985 128,685 96,365 13,309 7.24 1. Vehicles available by tenure from Table B25046, American Community Survey, 2023 5-Year Estimates. 2. Households by tenure and units in structure from Table B25032, American Community Survey, 2023 5-Year Estimates. 3. Total population in households from Table B25033, American Community Survey, 2023 5-Year Estimates. 6. Housing units from Table B25024, American Community Survey, 2023 5-Year Estimates. 7. Trip Generation, Institute of Transportation Engineers, 11th Edition (2021). Households by Structure Type2 Tenure by Units in Structure Vehicles Available1 Single-Family Multi-Family Total Vehicles per HH by Tenure Units in Structure Trip Ends per Housing Unit 4. Vehicle trips ends based on persons using formulas from ITE Trip Generation . For single-family housing (ITE 210), the fitted curve equation is EXP(0.89*LN(persons)+1.72) [ITE 2017]. To approximate the average population of the ITE studies, persons were divided by 37 and the equation result multiplied by 37. For multi-family housing (ITE 221), the fitted curve equation is (2.29*persons)-81.02 [ITE 2017]. 5. Vehicle trip ends based on vehicles available using formulas from ITE Trip Generation. For single-family housing (ITE 210), the fitted curve equation is EXP(0.99*LN(vehicles)+1.93) [ITE 2017]. To approximate the average number of vehicles in the ITE studies, vehicles available were divided by 69 and the equation result multiplied by 69. For multi-family housing (ITE 220), the fitted curve equation is (3.94*vehicles)+293.58 [ITE 2012]. Meeting Packet Page 196 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 41 Nonresidential Trip Generation Rates For nonresidential development, TischlerBise uses trip generation rates published in Trip Generation, Institute of Transportation Engineers, 11th Edition (2021). The prototype for industrial development is Light Industrial (ITE 110) which generates 4.87 average weekday vehicle trip ends per 1,000 square feet of floor area. For office development, the prototype is General Office (ITE 710), and it generates 10.84 average weekday vehicle trip ends per 1,000 square feet of floor area. For institutional development, the prototype is Government Office (ITE 730), and it generates 22.59 average weekday vehicle trip ends per 1,000 square feet of floor area. The prototype for commercial development is Shopping Center (ITE 820) which generates 37.01 average weekday vehicle trips per 1,000 square feet of floor area. Figure S2: Average Weekday Vehicle Trip Ends by Land Use Trip Rate Adjustments To calculate street facilities fees, trip generation rates require an adjustment factor to avoid double counting each trip at both the origin and destination points. Therefore, the basic trip adjustment factor is 50 percent. As discussed further in this section, the development fee methodology includes additional adjustments to make the fees proportionate to the infrastructure demand for particular types of development. Commuter Trip Adjustment Residential development has a larger trip adjustment factor of 66 percent to account for commuters leaving Fountain Hills for work. According to the 2022 National Household Travel Survey (see Table 8-2) weekday work trips are typically 36 percent of production trips (i.e., all out-bound trips, which are 50 percent of all trip ends). As shown in Figure S3, the U.S. Census Bureau’s OnTheMap web application indicates 86 percent of resident workers traveled outside of Fountain Hills for work in 2022. In combination, these factors (0.36 x 0.50 x 0.86 = 0.16) support the additional 16 percent allocation of trips to residential development. ITE Demand Wkdy Trip Ends Wkdy Trip Ends Emp Per Square Feet Code Unit Per Dmd Unit1 Per Employee1 Dmd Unit Per Employee 110 Light Industrial 1,000 Sq Ft 4.87 3.10 1.57 637 150 Warehousing 1,000 Sq Ft 1.71 5.05 0.34 2,953 254 Assisted Living bed 2.60 4.24 0.61 n/a 310 Hotel room 7.99 14.34 0.56 n/a 520 Elementary School 1,000 Sq Ft 19.52 21.00 0.93 1,076 610 Hospital 1,000 Sq Ft 10.77 3.77 2.86 350 620 Nursing Home bed 3.06 3.31 0.92 n/a 710 General Office (avg size)1,000 Sq Ft 10.84 3.33 3.26 307 720 Medical-Dental Office 1,000 Sq Ft 36.00 8.71 4.13 242 730 Government Office 1,000 Sq Ft 22.59 7.45 3.03 330 770 Business Park 1,000 Sq Ft 12.44 4.04 3.08 325 820 Shopping Center (avg size)1,000 Sq Ft 37.01 17.42 2.12 471 1. Trip Generation, Institute of Transportation Engineers, 11th Edition (2021). Land Use / Size Meeting Packet Page 197 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 42 Figure S3: Commuter Trip Adjustment Adjustment for Pass-By Trips For commercial development, the trip adjustment factor is less than 50 percent because this type of development attracts vehicles as they pass by on arterial and collector roads. For example, when someone stops at a convenience store on the way home from work, the convenience store is not the primary destination. For the average shopping center, ITE data indicate 34 percent of the vehicles that enter are passing by on their way to some other primary destination. The remaining 66 percent of attraction trips have the commercial site as their primary destination. Because attraction trips are half of all trips, the trip adjustment factor is 66 percent multiplied by 50 percent, or approximately 33 percent of the trip ends. Average Weekday Vehicle Trips Shown below in Figure S4, multiplying average weekday vehicle trip ends and trip adjustment factors by existing development units provides the average weekday vehicle trips generated by existing development. As shown below, existing development in Fountain Hills generates 102,221 vehicle trips on an average weekday. Figure S4: Average Weekday Vehicle Trips by Land Use Employed Residents 9,263 Residents Living and Working in Fountain Hills 1,276 Residents Commuting Outside Fountain Hills for Work 7,987 Percent Commuting out of Fountain Hills 86% Additional Production Trips1 16% Residential Trip Adjustment Factor 66% Source: U.S. Census Bureau, OnTheMap Application (version 6.23.5) and LEHD Origin-Destination Employment Statistics, 2022. 1.According to the 2022 National Household Travel Survey*(see Table 8-2),home-based work trips are typically 36 percent of “production”trips,in other words,out-bound trips (which are 50 percent of all trip ends).Also,LED OnTheMap data from 2022 indicate that 86 percent of Fountain Hills'workers travel outside the city for work.In combination,these factors (0.36 x 0.50 x 0.86 =0.16)account for 16 percent of additional production trips.The total adjustment factor for residential includes attraction trips (50 percent of trip ends)plus the journey-to-work commuting adjustment (16 percent of production trips)for a total of 66 percent.*http://nhts.ornl.gov/publications;Summary of Travel Trends:2022 National Household Travel Survey (Table 8-2.Travel Characteristics for Weekday Versus Weekend) Trip Adjustment Factor for Commuters Development Dev ITE Avg Wkday Trip 2025 2025 Type Unit Code VTE Adjustment Dev Units Veh Trips Single Family HU 210 8.03 66%10,138 53,729 Multi-Family HU 220 3.89 66%4,375 11,232 Industrial KSF 110 4.87 50%1,162 2,830 Commercial KSF 820 37.01 33%1,408 17,196 Office & Other Services KSF 710 10.84 50%1,575 8,535 Institutional KSF 730 22.59 50%770 8,698 Total 102,221 Meeting Packet Page 198 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 43 Trip Length Weighting Factor The street facilities development fee methodology includes a percentage adjustment, or weighting factor, to account for trip length variation by type of land use. As documented in Table 3-4, Table 3-5, and Table 3-6 of the 2022 National Household Travel Survey, vehicle trips from residential development are approximately 120 percent of the average trip length. The residential trip length adjustment factor includes data on home-based work trips, social, and recreational purposes. Conversely, shopping trips associated with commercial development are roughly 50 percent of the average trip length while other nonresidential development typically accounts for trips that are 76 percent of the average for all trips. Local Vehicle Miles Traveled Figure S5 displays the demand indicators per development unit for residential and nonresidential development. For residential development, the table displays VMT per household for each development unit. For nonresidential development, the table displays the number of VMT per development unit. Figure S5: Ratio of Service Unit to Development Unit PROJECTED DEMAND FOR SERVICES AND COSTS ARS § 9-463.05(E)(5) requires: “The total number of projected service units necessitated by and attributable to new development in the service area based on the approved land use assumptions and calculated pursuant to generally accepted engineering and planning criteria.” ARS § 9-463.05(E)(6) requires: “The projected demand for necessary public services or facility expansions required by new service units for a period not to exceed ten years.” Development Average Trip Trip Length VMT Unit Length (miles)Adjustment3 per Unit Single Family Housing Unit 8.03 66%4.4653 120%28.40 Multi-Family Housing Unit 3.89 66%4.4653 120%13.76 Development Average Trip Trip Length VMT Unit Length (miles)Adjustment3 per Unit Industrial 1,000 Sq Ft 4.87 50%4.4653 76%8.26 Commercial 1,000 Sq Ft 37.01 33%4.4653 50%27.27 Office & Other Services 1,000 Sq Ft 10.84 50%4.4653 76%18.39 Institutional 1,000 Sq Ft 19.52 50%4.4653 76%33.12 1. TischlerBise calculation. 3. 2022 National Household Travel Survey. 4. Trip Generation, Institute of Transportation Engineers, 11th Edition (2021). Development Type AWVTE per Unit4 Trip Adjustment4 2. TischlerBise calculation based on OnTheMap Application (version 6.25.1) and LEHD Origin-Destination Employment Statistics, 2022; and 2022 National Household Travel Survey. Residential Development Development Type AWVTE per unit1 Trip Adjustment2 Nonresidential Development Meeting Packet Page 199 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 44 According to recent estimates, Fountain Hills currently provides 70.0 lane miles of arterials. Using a capacity standard of 8,175 vehicles per lane mile, the existing arterial network provides 572,250 vehicle miles of capacity (70.0 lane miles X 8,175 vehicles per lane mile). To derive the average utilization (i.e., average trip length expressed in miles) of the major streets, divide vehicle miles of capacity by vehicle trips attracted to development in Fountain Hills. As shown in Figure S6, existing development currently attracts 102,221 average weekday vehicle trips. Dividing 572,250 vehicle miles of capacity by existing average weekday vehicle trips yields an unweighted-average trip length of approximately 5.598 miles. The calibration of average trip length includes the same adjustment factors used in the development fee calculations (i.e., commuter trip adjustment, pass-by trip adjustment, and average trip length adjustment). With these refinements, the weighted-average trip length is 5.621 miles. As shown in the Land Use Assumptions document, 10-year projected growth includes 1,270 housing units and 175,000 square feet of nonresidential floor area. Based on the trip generation factors discussed in this section, projected development generates an additional 40,546 VMT over the next 10 years. Shown below in Figure S6, Fountain Hills will need to construct approximately 4.96 lane miles of street improvements to maintain the existing LOS over the next 10 years. Figure S6: Projected Travel Demand Development Dev ITE Weekday Local Trip Weekday Type Unit Code Veh Trips Trip Length Length Adj VMT Single Family HU 210 5.30 5.6210 120%35.75 Multi-Family HU 220 2.57 5.6210 120%17.32 Industrial KSF 110 2.44 5.6210 76%10.40 Commercial KSF 820 12.21 5.6210 50%34.33 Office & Other Services KSF 710 5.42 5.6210 76%23.15 Institutional KSF 730 11.30 5.6210 76%48.25 VMC Per Lane Mile 8,175 Average Trip Length (miles)5.6210 Base 1 2 3 4 5 10 10-Year 2025 2026 2027 2028 2029 2030 2035 Increase Single-Family Units 10,138 10,208 10,278 10,348 10,418 10,488 10,838 700 Multi-Family Units 4,375 4,432 4,489 4,546 4,603 4,660 4,945 570 Industrial KSF 1,162 1,162 1,162 1,162 1,162 1,162 1,162 0 Commercial KSF 1,408 1,410 1,413 1,415 1,417 1,419 1,514 106 Office & Other KSF 1,575 1,584 1,593 1,602 1,611 1,620 1,628 53 Institutional KSF 770 772 774 776 778 779 786 16 Single Family Trips 53,729 54,100 54,471 54,842 55,213 55,584 57,439 3,710 Multi-Family Trips 11,232 11,379 11,525 11,671 11,818 11,964 12,696 1,463 Residential Trips 64,962 65,479 65,996 66,514 67,031 67,548 70,135 5,173 Industrial Trips 2,830 2,830 2,830 2,830 2,830 2,830 2,830 0 Commercial Trips 17,196 17,224 17,252 17,280 17,308 17,336 18,487 1,290 Office & Other Trips 8,535 8,584 8,634 8,683 8,732 8,782 8,823 288 Institutional Trips 8,698 8,719 8,740 8,761 8,782 8,803 8,883 185 Nonresidential Trips 37,259 37,357 37,456 37,554 37,653 37,751 39,023 1,764 Total Vehicle Trips 102,221 102,836 103,452 104,068 104,684 105,299 109,158 6,937 VMT 572,217 576,086 579,955 583,824 587,693 591,562 612,763 40,546 Lane Miles 70.00 70.47 70.94 71.42 71.89 72.36 74.96 4.96 Fountain Hills, Arizona Meeting Packet Page 200 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 45 Calibrated Travel Demand Model Fountain Hills plans to construct 3.94 lane miles of arterials over the next 10 years to serve future development. Since Fountain Hills plans to build fewer than 4.96 lane miles, as shown in Figure S6, the average trip length of 5.6210 miles is adjusted until the 10-year demand for arterials equals 3.94 lane miles – resulting in an average trip length of 4.4653 miles on the planned street improvements. The 10- year increase in VMT on the planned street improvements equals 32,209 VMT. Figure S7: Calibrated Travel Demand Development Dev ITE Weekday Local Trip Weekday Type Unit Code Veh Trips Trip Length Length Adj VMT Single Family HU 210 5.30 4.4653 120%28.40 Multi-Family HU 220 2.57 4.4653 120%13.76 Industrial KSF 110 2.44 4.4653 76%8.26 Commercial KSF 820 12.21 4.4653 50%27.27 Office & Other Services KSF 710 5.42 4.4653 76%18.39 Institutional KSF 730 11.30 4.4653 76%38.33 VMC Per Lane Mile 8,175 Average Trip Length (miles)4.4653 Base 1 2 3 4 5 10 10-Year 2025 2026 2027 2028 2029 2030 2035 Increase Single-Family Units 10,138 10,208 10,278 10,348 10,418 10,488 10,838 700 Multi-Family Units 4,375 4,432 4,489 4,546 4,603 4,660 4,945 570 Industrial KSF 1,162 1,162 1,162 1,162 1,162 1,162 1,162 0 Commercial KSF 1,408 1,410 1,413 1,415 1,417 1,419 1,514 106 Office & Other KSF 1,575 1,584 1,593 1,602 1,611 1,620 1,628 53 Institutional KSF 770 772 774 776 778 779 786 16 Single Family Trips 53,729 54,100 54,471 54,842 55,213 55,584 57,439 3,710 Multi-Family Trips 11,232 11,379 11,525 11,671 11,818 11,964 12,696 1,463 Residential Trips 64,962 65,479 65,996 66,514 67,031 67,548 70,135 5,173 Industrial Trips 2,830 2,830 2,830 2,830 2,830 2,830 2,830 0 Commercial Trips 17,196 17,224 17,252 17,280 17,308 17,336 18,487 1,290 Office & Other Trips 8,535 8,584 8,634 8,683 8,732 8,782 8,823 288 Institutional Trips 8,698 8,719 8,740 8,761 8,782 8,803 8,883 185 Nonresidential Trips 37,259 37,357 37,456 37,554 37,653 37,751 39,023 1,764 Total Vehicle Trips 102,221 102,836 103,452 104,068 104,684 105,299 109,158 6,937 VMT 454,567 457,641 460,714 463,787 466,861 469,934 486,776 32,209 Lane Miles 55.60 55.98 56.36 56.73 57.11 57.48 59.54 3.94 Fountain Hills, Arizona Meeting Packet Page 201 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 46 ANALYSIS OF CAPACITY, USAGE, AND COSTS OF EXISTING PUBLIC SERVICES ARS § 9-463.05(E)(1) requires: “A description of the existing necessary public services in the service area and the costs to upgrade, update, improve, expand, correct or replace those necessary public services to meet existing needs and usage and stricter safety, efficiency, environmental or regulatory standards, which shall be prepared by qualified professionals licensed in this state, as applicable.” ARS § 9-463.05(E)(2) requires: “An analysis of the total capacity, the level of current usage and commitments for usage of capacity of the existing necessary public services, which shall be prepared by qualified professionals licensed in this state, as applicable.” Street Improvements – Plan-Based Fountain Hills plans to expand Shea Boulevard to serve future development. The Fountain Hills Public Works Department provided construction cost estimates of $29,311,273 to construct 3.94 lane miles of Shea Boulevard. The eligible cost of $8,793,382 excludes the 70 percent Maricopa Association of Governments (MAG) share of funding. Figure S8: Cost Factors As shown below, the analysis includes a credit of $900,000 for the May 2025 street facilities development fee fund balance. The adjusted cost of street improvements is $7,893,382, and the adjusted cost per lane mile is $2,003,396. The planned level of service is 1.2232 lane miles per 10,000 VMT (59.54 lane miles / (486,776 VMT / 10,000)). For street improvements, the cost is $245.06 per VMT (59.4 lane miles / 486,776 VMT X $2,003,396 per lane mile). Figure S9: Planned Level of Service Shea Blvd Widening Miles Lanes Lane Miles Total Cost MAG Funding Eligible Cost Palisades to FH Blvd 0.94 1 0.94 $6,276,218 $4,393,353 $1,882,865 FH Blvd to Technology Dr 1.50 2 3.00 $23,035,055 $16,124,539 $6,910,517 Total 2.44 3.94 $29,311,273 $20,517,891 $8,793,382 Source: Fountain Hills Public Works Department Eligible Cost $8,793,382 May 2025 Fund Balance ($900,000) Adjusted Cost $7,893,382 Lane Miles 3.94 Adjusted Cost per Lane Mile $2,003,396 Adjusted Lane Miles 59.54 2035 VMT 486,776 Lane Miles per 10,000 VMT 1.2232 Cost per VMT $245.06 Source: Fountain Hills Public Works Department Level-of-Service (LOS) Standards Cost Factors Meeting Packet Page 202 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 47 Development Fee Report – Plan-Based The 2025 cost to prepare the Street Facilities IIP and related development fee report equals $21,350. Fountain Hills plans to update its report every five years, so the 10-year cost is $42,700. Based on the 10- year cost, proportionate share, and 10-year projections of future development from the Land Use Assumptions document, the cost per service unit is $1.33 per VMT. Figure S10: IIP and Development Fee Report Necessary Public Service 2025 Study Update 10-Year Cost (2 Updates) Service Unit 10-Year Change Cost per Service Unit Residential 80%Population 2,462 $13.84 Nonresidential 20%Jobs 447 $19.04 Residential 98%Population 2,462 $16.96 Nonresidential 2%Jobs 447 $1.90 Street $21,350 $42,700 All Development 100%VMT 32,209 $1.33 Total $63,950 $127,900 Proportionate Share Parks and Recreational $42,600 Fire $42,600$21,300 $21,300 Meeting Packet Page 203 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 48 STREET FACILITIES DEVELOPMENT FEES Construction Sales Tax Credit/Offset The analysis does not include a revenue credit/offset, because Fountain Hills’ construction sales tax rate equals the amount of the sales tax rate imposed on the majority of other sales tax classifications. Appendix A contains the forecast of revenues required by Arizona’s Enabling Legislation (ARS § 9-463.05(E)(7)). Street Facilities Development Fees Figure S11 includes infrastructure components and cost factors for street facilities development fees. The cost per service unit is $246.39 per VMT. Residential development fees are calculated per housing unit and vary proportionately according to the amount of VMT. For a single-family unit, the fee of $6,997 is calculated using a cost of $246.39 per VMT multiplied by 28.40 VMT per unit. Nonresidential development fees are calculated per development unit and vary proportionately according to the amount of VMT. For commercial development, the fee of $6,719 per development unit (1,000 square feet) is calculated using a cost of $246.39 per VMT multiplied by 27.27 VMT per development unit. Figure S11: Street Facilities Development Fees Fee Component Cost per VMT Street Improvements $245.06 Development Fee Report $1.33 Total $246.39 Development VMT Unit per Unit1 Single Family Housing Unit 28.40 $6,997 $1,935 $5,062 Multi-Family Housing Unit 13.76 $3,390 $964 $2,426 Development VMT Unit per Unit1 Industrial 1,000 Sq Ft 8.26 $2,035 $630 $1,405 Commercial 1,000 Sq Ft 27.27 $6,719 $2,860 $3,859 Office & Other Services 1,000 Sq Ft 18.39 $4,531 $1,240 $3,291 Institutional 1,000 Sq Ft 33.12 $8,160 $2,480 $5,680 1. See Land Use Assumptions Residential Fees per Development Unit Development Type Proposed Fees Current Fees Difference Nonresidential Fees per Development Unit Development Type Proposed Fees Current Fees Difference Meeting Packet Page 204 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 49 STREET FACILITIES DEVELOPMENT FEE REVENUE Appendix A contains revenue forecasts required by Arizona’s Enabling Legislation (ARS § 9-463.05(E)(7)). Projected fee revenue shown in Figure S12 is based on the development projections in the Land Use Assumptions document and the updated street facilities development fees. If development occurs faster than projected, the demand for infrastructure will increase along with development fee revenue. If development occurs slower than projected, the demand for infrastructure will decrease and development fee revenue will decrease at a similar rate. Projected development fee revenue equals $7,913,117 and projected expenditures equal $7,936,010. Figure S12: Street Facilities Development Fee Revenue Growth Share Existing Share Total Street Improvements $7,893,310 $0 $7,893,310 Development Fee Report $42,700 $0 $42,700 Total $7,936,010 $0 $7,936,010 Single Family Multi-Family Industrial Commercial Office & Other Institutional $6,997 $3,390 $2,035 $6,719 $4,531 $8,160 per unit per unit per 1,000 sq ft per 1,000 sq ft per 1,000 sq ft per 1,000 sq ft Hsg Unit Hsg Unit KSF KSF KSF KSF Base 2025 10,138 4,375 1,162 1,408 1,575 770 Year 1 2026 10,208 4,432 1,162 1,410 1,584 772 Year 2 2027 10,278 4,489 1,162 1,413 1,593 774 Year 3 2028 10,348 4,546 1,162 1,415 1,602 776 Year 4 2029 10,418 4,603 1,162 1,417 1,611 778 Year 5 2030 10,488 4,660 1,162 1,419 1,620 779 Year 6 2031 10,558 4,717 1,162 1,438 1,622 781 Year 7 2032 10,628 4,774 1,162 1,457 1,623 782 Year 8 2033 10,698 4,831 1,162 1,476 1,625 784 Year 9 2034 10,768 4,888 1,162 1,495 1,626 785 Year 10 2035 10,838 4,945 1,162 1,514 1,628 786 700 570 0 106 53 16 $4,897,900 $1,932,300 $0 $712,214 $240,143 $130,560 $7,913,117 $7,936,010 Fee Component Year 10-Year Increase Projected Revenue Projected Fee Revenue Total Expenditures Meeting Packet Page 205 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 50 APPENDIX A: FORECAST OF REVENUES OTHER THAN FEES ARS § 9-463.05(E)(7) requires: “A forecast of revenues generated by new service units other than development fees, which shall include estimated state-shared revenue, highway users revenue, federal revenue, ad valorem property taxes, construction contracting or similar excise taxes and the capital recovery portion of utility fees attributable to development based on the approved land use assumptions, and a plan to include these contributions in determining the extent of the burden imposed by the development as required in subsection B, paragraph 12 of this section.” ARS § 9-463.05(B)(12) states, “The municipality shall forecast the contribution to be made in the future in cash or by taxes, fees, assessments or other sources of revenue derived from the property owner towards the capital costs of the necessary public service covered by the development fee and shall include these contributions in determining the extent of the burden imposed by the development. Beginning August 1, 2014, for purposes of calculating the required offset to development fees pursuant to this subsection, if a municipality imposes a construction contracting or similar excise tax rate in excess of the percentage amount of the transaction privilege tax rate imposed on the majority of other transaction privilege tax classifications, the entire excess portion of the construction contracting or similar excise tax shall be treated as a contribution to the capital costs of necessary public services provided to development for which development fees are assessed, unless the excess portion was already taken into account for such purpose pursuant to this subsection.” REVENUE PROJECTIONS Fountain Hills does not have a higher-than-normal construction excise tax rate; therefore, the required offset described above is not applicable. Shown in Figure A1, Fountain Hills provided the required forecast of non-development fee revenue from identified sources that can be attributed to future development over a period of five years. Fountain Hills directs the revenues shown below to non-development fee eligible operations and capital needs including maintenance, repair, and replacement. Figure A1: Revenue Projections Projected Revenue FY2025-26 FY2026-27 FY2027-28 FY2028-29 FY2029-30 Intergovernmental Revenue $8,337,654 $8,504,407 $8,674,495 $8,847,985 $9,024,945 Licenses, Permits & Fees $1,637,398 $1,686,520 $1,737,116 $1,789,229 $1,842,906 Building Permit Revenue $712,740 $734,122 $756,146 $778,830 $802,195 Local Sales Taxes $16,500,234 $17,160,243 $17,589,249 $18,028,981 $18,479,705 Total $27,188,026 $28,085,293 $28,757,006 $29,445,025 $30,149,751 Source: Town of Fountain Hills 2026-2030 Revenue Projections Meeting Packet Page 206 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 51 APPENDIX B: PROFESSIONAL SERVICES As stated in Arizona’s development fee enabling legislation, “a municipality may assess development fees to offset costs to the municipality associated with providing necessary public services to a development, including the costs of infrastructure, improvements, real property, engineering and architectural services, financing and professional services required for the preparation or revision of a development fee pursuant to this section, including the relevant portion of the infrastructure improvements plan” (see ARS § 9- 463.05.A). Because development fees must be updated at least every five years, the analysis allocates the cost of two updates to the projected increase in service units during 10-year study period (see Figure B1). Qualified professionals must develop the IIP, using generally accepted engineering and planning practices. A qualified professional is defined as “a professional engineer, surveyor, financial analyst or planner providing services within the scope of the person's license, education or experience”. Figure B1: Cost of Professional Services Necessary Public Service 2025 Study Update 10-Year Cost (2 Updates) Service Unit 10-Year Change Cost per Service Unit Residential 80%Population 2,462 $13.84 Nonresidential 20%Jobs 447 $19.04 Residential 98%Population 2,462 $16.96 Nonresidential 2%Jobs 447 $1.90 Street $21,350 $42,700 All Development 100%VMT 32,209 $1.33 Total $63,950 $127,900 Proportionate Share Parks and Recreational $42,600 Fire $42,600$21,300 $21,300 Meeting Packet Page 207 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 52 APPENDIX C: LAND USE DEFINITIONS RESIDENTIAL DEVELOPMENT The residential development categories shown below are based on data from the U.S. Census Bureau, American Community Survey. Development fees will be assessed to all new residential units. One-time development fees are determined by site capacity (i.e., number of residential units). Single Family: includes fully detached, semi-detached (semi-attached, side-by-side), row house, townhouse, and mobile home units. In the case of attached units, each must be separated from the adjacent unit by a ground-to-roof wall in order to be classified as a single-family structure. Also, these units must not share heating/air-conditioning systems or utilities. Multi-Family: includes residential buildings containing units built one on top of another and those built side-by-side which do not have a ground-to-roof wall and/or have common facilities (i.e., attic, basement, heating plant, plumbing, etc.). This also includes boats, RVs, vans, etc., occupied as a housing unit or units that do not fit into the other categories. Meeting Packet Page 208 of 220 Land Use Assumptions, Infrastructure Improvements Plan, and Development Fee Report Fountain Hills, Arizona 53 NONRESIDENTIAL DEVELOPMENT The proposed general nonresidential development categories (defined below) can be used for all new construction. Nonresidential development categories represent general groups of land uses that share similar average weekday vehicle trip generation rates and employment densities (i.e., jobs per thousand square feet of floor area). Commercial: Establishments primarily selling merchandise, eating/drinking places, and entertainment uses. By way of example, Commercial includes shopping centers, supermarkets, pharmacies, restaurants, bars, nightclubs, automobile dealerships, movie theaters, hotels, and motels. Industrial: Establishments primarily engaged in the production, transportation, or storage of goods. By way of example, Industrial includes manufacturing plants, distribution warehouses, trucking companies, utility substations, power generation facilities, and telecommunications buildings. Institutional: Establishments including public and quasi-public buildings providing educational, social assistance, or religious services. By way of example, Institutional includes schools, universities, churches, daycare facilities, and government buildings. Office & Other Services: Establishments providing management, administrative, professional, or business services; personal and health care services. By way of example, Office & Other Services includes banks, business offices, assisted living facilities, nursing homes, hospitals, medical offices, and veterinarian clinics. Meeting Packet Page 209 of 220 Final Development Impact Fees Paul Soldinger, Chief Financial Officer January 20, 2026 Meeting Packet Page 210 of 220 Final DevelopmentImpact Fees Schedule Meeting Packet Page 211 of 220 Final Development Impact Fees 4/6/2026: New Development Impact Fees go into effect, if approved by Council tonight Meeting Packet Page 212 of 220 Questions? Public Comments Meeting Packet Page 213 of 220 ITEM 8.f. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Community Services Prepared by: Kevin Snipes, Community Services Director Staff Contact Information: Phone: 480-816-5178 Email: ksnipes@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) CONSIDERATION AND POSSIBLE ACTION: Regarding the Noon Kiwanis Desert Vista Beginner Bike Park Agreement and Project Staff Summary (background) Background and Project Overview Approximately three to four years ago, the Noon Kiwanis Club approached Town staff regarding a potential partnership to develop a beginner bike park designed for children learning to ride. Since that time, staff have worked collaboratively with the Noon Kiwanis Club to identify a suitable location. Desert Vista Park was ultimately selected, adjacent to the existing skate park and pump track constructed in recent years. This location provides an ideal progression area where young riders can develop fundamental bicycling skills before advancing to the more complex skate park and pump track features. The Noon Kiwanis Club has raised approximately $100,000 toward the project to date, with additional fundraising ongoing. Staff recommend matching these donated funds to create a bike park that accommodates riders of varying skill levels and further establishes Desert Vista Park as a destination for skill development and active recreation. The existing skate park and pump track have experienced strong and growing usage, and the proposed beginner bike park would build upon the success of these facilities while expanding recreational opportunities for younger and less experienced riders. Project Delivery and Timing To maximize cost efficiency, staff have been coordinating with American Ramp Company (ARC), the contractor that constructed the existing skate park and pump track, to secure 2025 pricing for the beginner bike park project. Council approval at this time would allow the Town to take advantage of this pricing, resulting in anticipated savings of several thousand dollars. Upon approval, staff will work with ARC to finalize design details and order materials. Construction is anticipated to begin in late spring and may extend into FY2027 if necessary. Partnership and Project Oversight Following Council approval, the Noon Kiwanis Club will formally donate its fundraising proceeds to the Town, with funds restricted for use solely on the beginner bike park project. Meeting Packet Page 214 of 220 Town staff will be responsible for project administration and oversight from design through construction, coordinating closely with both ARC and the Noon Kiwanis Club throughout the process. Council Action Requested Staff request Council approval of matching funds, not to exceed $100,000, to be combined with the Noon Kiwanis Club’s $100,000+ donation. Approval will authorize the Town to proceed with funding transfers, execute contracts, and move the project forward utilizing secured 2025 pricing. ________________________________________ Fiscal Impact and Budgetary Considerations Approval of this item authorizes the Town to provide matching funds in an amount not to exceed $100,000 to support construction of the beginner bike park at Desert Vista Park. The Town’s contribution will be matched by a $100,000+ donation from the Noon Kiwanis Club, resulting in a total project budget of approximately $200,000 or more. Because the project is supported by restricted private donations, it will be administered in a manner similar to a grant-funded project. As such, expenditures will be managed through the Town’s Special Revenue Fund, which is used for funds restricted to specific purposes. Sufficient funds are available within the Capital Projects Fund to accommodate the Town’s matching portion. Upon receipt of the Noon Kiwanis Club donation, staff will transfer the Town’s matching contribution from the Capital Projects Fund into the Special Revenue Fund. Both the donated funds and the Town’s matching funds will then be expended directly from the Special Revenue Fund to complete the project. Adequate budget contingency currently exists within the Special Revenue Fund to support the project in FY2026 and into FY2027, if necessary. No additional appropriations are anticipated at this time; however, staff will process a budget transfer if required to ensure successful project completion. Alternatives Considered 1. Do Not Approve the Project Council could elect not to approve the project. This option would eliminate the beginner bike park project and result in the loss of an added community amenity and the opportunity to leverage significant private fundraising contributions from the Noon Kiwanis Club. 2. Approve the Project Without Matching Funds Council could approve the project without providing matching funds. Staff does not recommend approving the project without providing matching funds. This option would require a significant reduction in project scope which would negatively affect the location selected for the project or, more likely, postponement until additional funding is secured. Delaying the project would result in the loss of 2025 ARC pricing, reduced functionality, and a diminished overall benefit to the community, undermining the intended purpose and value of the facility and the location selected. 3. Approve the Project as Proposed (Staff Recommendation) Meeting Packet Page 215 of 220 Approval of the project as proposed allows the Town to leverage private donations, utilize favorable 2025 construction pricing, and deliver a fully functional beginner bike park that expands recreational opportunities and builds upon the success of existing facilities at Desert Vista Park. Related Ordinance, Policy or Guiding Principle This additional facility follows the Community Services Master Plan. Risk Analysis The proposed beginner bike park will be located adjacent to the existing skate park and pump track. The facility is intended to provide a controlled, age-appropriate environment for novice riders to develop basic cycling skills before progressing to more advanced features. While the proximity of these amenities increases overall site activity, the risks associated with the beginner bike park are considered manageable and comparable to existing recreational facilities when appropriate design, operations, and safety measures are implemented. Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) Staff recommends approval of this project as a great example of a partnership build that will significantly add to the quality of facilities offered in our parks. Suggested Motion MOVE TO APPROVE Noon Kiwanis Desert Vista Beginner Bike Park Agreement and project with the Town's match not to exceed $100,000 and all necessary funding/budget transfers and contracts associated with the project until completion. FISCAL IMPACT Fiscal Impact: Up to $100,000 of Town's matching monies transferred from the Capital Projects Fund Budget Reference: FY2026 and possibly carried over into FY2027 Funding Source: CIP funding transfer into Special Revenue Fund to complete project ATTACHMENTS 1. Layout with a couple call outs 2. Bike Park location Meeting Packet Page 216 of 220 Meeting Packet Page 217 of 220 Meeting Packet Page 218 of 220 ITEM 8.g. TOWN OF FOUNTAIN HILLS STAFF REPORT Meeting Date: 1/20/2026 Meeting Type: Town Council Regular Meeting Submitting Department: Development Services Prepared by: John Wesley, Development Services Director Staff Contact Information: Phone: 480-816-5138 Email: jwesley@fountainhillsaz.gov Request to Town Council Regular Meeting (Agenda Language) DISCUSSION AND POSSIBLE DIRECTION: Regarding directing staff to begin the process of securing legal services to review the draft revisions to the Town's wireless communication towers and antennas ordinances and related documents. Staff Summary (background) As directed by the Town Council, the Planning Division has been reviewing all the Town ordinances and related documents associated with the provision of wireless telecommunication towers and antennas with the Planning and Zoning Commission. To date, the Commission has completed a first review and revisions to Chapter 17 of the Zoning Ordinance addressing all types of towers and antenna except small cell facilities located in Town rights of way. The Commission is now beginning to review the documents associated with small cell facilities in the rights of way. The subject matter for these ordinances and related documents is very technical and involve legal parameters established at the national and state level as well as through the courts. In order to complete this project, it may be helpful to have a third party technical consultant available to review the draft documents prepared by staff and the Planning Commission and/or help complete the drafting of the documents. Staff is hopeful that work on the small cell portion of the project can be completed over the next three to four months. If the Council agrees that hiring a consultant to help complete this work is beneficial, it would be good to receive that direction at this time, so the procurement process is completed by the time the documents are ready for review. Staff is seeking direction on the following questions: • Does the Council desire to have staff solicit for professional services to assist with the finalization of this project? • If the Council does want staff to hire a consultant, are there any parameters the Council wants to place on the consultant to be considered? • If the Council does want staff to hire a consultant, would the Council prefer to direct staff to complete the process administratively or return for council interview and contract approval? Related Ordinance, Policy or Guiding Principle Meeting Packet Page 219 of 220 N/A Risk Analysis N/A Recommendation(s) by Board(s) or Commission(s) N/A Staff Recommendation(s) MOVE TO direct staff to begin the process of soliciting for a consultant to assist with the finalization of revised wireless communication ordinances and associated documents. Suggested Motion MOVE TO direct staff to begin the process of soliciting for a consultant to assist with the finalization of revised wireless communication ordinances and associated documents. FISCAL IMPACT Fiscal Impact: N/A Budget Reference: FY2026 and possibly FY2027 Funding Source: General Fund ATTACHMENTS None Meeting Packet Page 220 of 220