Summary
This item transmits recommendations from the Mayor and Council for appointment or
reappointment to City Boards and Commissions.

Responsible Department
This item is submitted by the Mayor's Office.




Page 13
ATTACHMENT A




To: City Council Date: June 16, 2021
From: Mayor Kate Gallego

Subject: BOARDS AND COMMISSIONS – APPOINTEES

The purpose of this memo is to provide recommendations for appointments to the
following Boards and Commissions:

Assisted Housing Governing Board

I recommend the following for appointment:

Donna Magaard
Ms. Magaard has been appointed by Acting Housing Director Deanna Jonovich. She
replaces Ruth Wiesehan for a term to expire June 30, 2023.

Civil Service Board

I recommend the following for appointment:

Jose Samuel Leyvas
Mr. Leyvas is the Executive Director of HomeAid Phoenix and a resident of District 7.
He replaces Craig Steblay for a term to expire June 16, 2024.

Desert View Village Planning Committee

Councilman Jim Waring recommends the following for appointment:

Barbara Reynolds
Ms. Reynolds is a retired administrator of Teamsters Local 705 and a resident of District
2. She fills a vacancy for a term to expire November 19, 2022.

Human Services Commission

I recommend the following for appointment:




Page 14
Jayson Matthews
Mr. Matthews is Vice President of Community Development at Valley of the Sun United
Way and a resident of District 4. He fills a Category III vacancy for a term to expire June
30, 2023.

Industrial Development Authority Board

I recommend the following for appointment:

Aaron Marquez
Mr. Marquez is the Partnerships Lead at FreeWill and a resident of District 4. He
replaces Charlene Tarver for a term to expire May 1, 2027.

Paradise Valley Village Planning Committee

Councilman Jim Waring recommends the following for appointment:

Cynthia DiMassa
Ms. DiMassa is a retired software professional and a resident of District 2. She fills a
vacancy for a term to expire November 19, 2022.

Phoenix Business Workforce Development Board

I recommend the following for appointment:

Jeffrey Clark
Mr. Clark is President of the Arizona State Association of Letter Carriers. He replaces
Yolanda Bejarano and will fulfill her term to expire June 30, 2023.

Brendan Mahoney
Mr. Mahoney is General Counsel at HBI International and a resident of District 4. He fills
a Small Business vacancy for a term to expire June 30, 2022.




Page 15



Report

Liquor License - The Vanilla Gorilla Tap Room and Bottle Shop

Request for a liquor license. Arizona State License Application 007070005224.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 7 - Beer and Wine Bar

Location
14202 N. Scottsdale Road, Ste. 165
Zoning Classification: C-2 PCD
Council District: 2

This request is for an ownership and location transfer of a liquor license for a beer and
wine bar. This location was not previously licensed for liquor sales and does not have
an interim permit. This business has plans to open in July 2021.

The 60-day limit for processing this application is June 25, 2021.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the


Page 16

State of Arizona. This information is listed below and includes liquor license violations
on file with the AZ Department of Liquor Licenses and Control and, for locations within
the boundaries of Phoenix, the number of aggregate calls for police service within the
last 12 months for the address listed.

Hush Public House(Series 12)
14202 N. Scottsdale Road, Ste. 167, Scottsdale
Calls for police service: 48
Liquor license violations: None

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“We currently own another business that has a liquor license in Arizona. We will
continue to abide by Title 4 liquor laws.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“We would like to offer our patrons and adult beverage to enjoy at our establishment.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - The Vanilla Gorilla Tap Room and Bottle Shop
Liquor License Map - The Vanilla Gorilla Tap Room and Bottle Shop

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 17
Liquor License Data: THE VANILLA GORILLA TAP ROOM
AND BOTTLE SHOP
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 2 1

Beer and Wine Bar 7 1 0

Liquor Store 9 1 0

Beer and Wine Store 10 4 1

Restaurant 12 24 10


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 44.37 16.42 23.88

Violent Crimes 8.14 0.90 0.84
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data
Description Average 1/2 Mile Average

Parcels w/Violations 55 19

Total Violations 89 23




Page 18
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1032072 1401 93 % 2% 0%

1032191 834 44 % 30 % 13 %

1032201 1364 95 % 15 % 3%

1032202 513 51 % 32 % 4%

1032203 1161 0% 16 % 7%

2168161 1812 95 % 0% 4%

Average 61 % 13 % 19 %




Page 19
Liquor License Map: THE VANILLA GORILLA TAP ROOM AND BOTTLE SHOP
14202 N SCOTTSDALE RD




Ü
Date: 5/19/2021
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
Page 20



Report

Liquor License - N Food Mart

Request for a liquor license. Arizona State License Application 09070696.

Summary

Applicant
Yashvant Patel, Agent

License Type
Series 9 - Liquor Store

Location
12850 N. 19th Ave.
Zoning Classification: C-2
Council District: 3

This request is for an acquisition of control of an existing liquor license for a liquor
store. This location is currently licensed for liquor sales.

The 60-day limit for processing this application is June 26, 2021.

Pursuant to A.R.S. 4-203, consideration should be given only to the applicant's
personal qualifications.

Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the


Page 21

applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“I, Bhargav Patel, have been working at N Food Mart since 2012. I started to work as a
cashier at N Food Mart under the guidance of the owner, Yashvant Patel. However, as
I got experience of running the store, I took over all responsibilities of store manager,
who handles all expects of the business. Along with that, I have been taking all
necessary training courses which helped me to maintain requisite of liquor license.
Currently, my role at Food Mart includes all responsibilities of co owner of business (N
Food Mar). Thus, I could say that I have capability, reliability and qualification to hold a
liquor licenses.”

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 22



Report

Liquor License - Golden Wok

Request for a liquor license. Arizona State License Application 148841.

Summary

Applicant
Juliana Yanko, Agent

License Type
Series 12 - Restaurant

Location
4651 E. Cactus Road
Zoning Classification: C-2 PCD
Council District: 3

This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and may currently operate with an interim permit.

The 60-day limit for processing this application is June 22, 2021.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.


Page 23


Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“My business hires competent, reliable staff who are responsible to follow the
restrictions required by law related to serving liquor. Our training standards allow for
future & current employees to be educated in safe processes regarding liquor sales.
We maintain current health & safety guidelines in all aspects of our business.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Providing a liquor license to this business will allow for improved economic viability.
With ongoing success of this restaurant, patrons will be able to safely enjoy alcoholic
beverages with their meals while benefiting the community's options for expanded
dining experiences.”

Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.

Attachments
Liquor License Data - Golden Wok
Liquor License Map - Golden Wok

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 24
Liquor License Data: GOLDEN WOK
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 2 1

Liquor Store 9 5 4

Beer and Wine Store 10 6 4

Hotel 11 1 1

Restaurant 12 21 18


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 44.37 74.54 200.10

Violent Crimes 8.14 5.46 11.04
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data
Description Average 1/2 Mile Average

Parcels w/Violations 55 23

Total Violations 90 29




Page 25
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1032052 1192 82 % 0% 16 %

1032082 1548 38 % 36 % 18 %

1032083 885 93 % 10 % 0%

1032091 804 74 % 0% 24 %

1032101 872 20 % 20 % 12 %

1032102 1681 32 % 14 % 19 %

1032105 468 0% 19 % 22 %

1032106 886 23 % 22 % 7%

Average 61 % 13 % 19 %




Page 26
Liquor License Map: GOLDEN WOK
4651 E CACTUS RD




Ü
Date: 4/26/2021
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
Page 27



Report

Liquor License - MJ Mini Mart & Smoke

Request for a liquor license. Arizona State License Application 148935.

Summary

Applicant
Simon Shimon, Agent

License Type
Series 10 - Beer and Wine Store

Location
1201 W. Hatcher Road
Zoning Classification: C-2
Council District: 3

This request is for a new liquor license for a convenience store that does not sell gas.
This location was previously licensed for liquor sales and may currently operate with
an interim permit.

The 60-day limit for processing this application is June 25, 2021.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.

Page 28




Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“I am a responsible owner/operater that abides and always follow all the rules and
regulations.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“This is a change in ownership to an existing convenience store with a series 10 beer
and wine store liquor license. I will continue to provide quality service to the neighbors
of this store and to the general public.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - MJ Mini Mart & Smoke
Liquor License Map - MJ Mini Mart & Smoke

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 29
Liquor License Data: MJ MINI MART & SMOKE
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 1 0

Liquor Store 9 5 0

Beer and Wine Store 10 10 4

Restaurant 12 9 1

Club 14 1 1


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 44.37 106.23 91.18

Violent Crimes 8.14 31.28 31.52
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data
Description Average 1/2 Mile Average

Parcels w/Violations 55 98

Total Violations 90 165




Page 30
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1045011 795 78 % 7% 18 %

1045012 1110 5% 29 % 23 %

1045013 1204 7% 29 % 48 %

1045021 2058 40 % 14 % 50 %

1045022 2126 31 % 14 % 49 %

1045023 1538 57 % 20 % 33 %

1046003 1165 68 % 20 % 35 %

1053003 1205 96 % 9% 0%

1054001 1427 100 % 3% 4%

1054002 981 85 % 7% 5%

Average 61 % 13 % 19 %




Page 31
Liquor License Map: MJ MINI MART & SMOKE
1201 W HATCHER RD




Ü
Date: 4/29/2021
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
Page 32



Report

Liquor License - Arizona Mundo Distribution

Request for a liquor license. Arizona State License Application 128097.

Summary

Applicant
Jose Ralon, Agent

License Type
Series 4 - Wholesaler

Location
3442 W. Wilshire Dr., Ste. 4
Zoning Classification: Ind. Pk.
Council District: 4

This request is for a new liquor license for a wholesaler. This location was not
previously licensed for liquor sales and does not have an interim permit.

The 60-day limit for processing this application is June 21, 2021.

Pursuant to A.R.S. 4-203, consideration should be given only to the applicant's
personal qualifications.

Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the
State of Arizona. This information is listed below and includes liquor license violations
on file with the AZ Department of Liquor Licenses and Control and, for locations within
the boundaries of Phoenix, the number of aggregate calls for police service within the
last 12 months for the address listed.

Mundo Distribution (Series 4)
2925 E. McDowell Road, Phoenix
Calls for police service: 1


Page 33

Liquor license violations: None

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“I am capable and qualified to hold a Series 4 liquor license because I have one at my
present location since 2017 we have had no vilations. I know the responsibility it takes
to have a liquor license.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“My buisness provieds our community with diffrent products from Central america and
there beer. This gives our community a little piece of there home country.”

Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 34



Report

Liquor License - Dapper & Stout Coffee Company

Request for a liquor license. Arizona State License Application 149156.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 12 - Restaurant

Location
100 E. Camelback Road, Ste. 150
Zoning Classification: C-2 TOD-1 WSNSPD
Council District: 4

This request is for a new liquor license for a restaurant. This location was not
previously licensed for liquor sales and does not have an interim permit. A Use Permit
hearing has been scheduled. This business is currently being remodeled with plans to
open in July 2021.

The 60-day limit for processing this application is June 27, 2021.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.




Page 35

Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“We will train all of our employees in responsible liquor service. All employees handling
alcohol will attend the Title 4 liquor law training.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“We would like to offer our patrons and adult beverage to enjoy at our establishment.”

Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.

Attachments
Liquor License Data - Dapper & Stout Coffee Company
Liquor License Map - Dapper & Stout Coffee Company

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 36
Liquor License Data: DAPPER & STOUT COFFEE
COMPANY
Liquor License

Description Series 1 Mile 1/2 Mile

Microbrewery 3 2 2

Bar 6 14 3

Beer and Wine Bar 7 11 10

Liquor Store 9 6 1

Beer and Wine Store 10 7 2

Restaurant 12 48 24


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 44.37 106.84 106.68

Violent Crimes 8.14 16.45 14.33
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data
Description Average 1/2 Mile Average

Parcels w/Violations 55 56

Total Violations 90 109




Page 37
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1075001 758 80 % 2% 3%

1075002 1458 74 % 7% 15 %

1075003 1599 46 % 15 % 14 %

1076013 1748 38 % 8% 17 %

1086023 650 23 % 34 % 15 %

1088021 1456 23 % 32 % 31 %

1088022 435 43 % 41 % 19 %

1171001 2126 10 % 15 % 10 %

Average 61 % 13 % 19 %




Page 38
Liquor License Map: DAPPER & STOUT COFFEE COMPANY
100 E CAMELBACK RD




Ü
Date: 4/30/2021
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
Page 39



Report

Liquor License - El Original Mariscos Altata

Request for a liquor license. Arizona State License Application 148778.

Summary

Applicant
Jesus Altamirano, Agent

License Type
Series 12 - Restaurant

Location
5828 W. Indian School Road
Zoning Classification: C-2
Council District: 5

This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and may currently operate with an interim permit.

The 60-day limit for processing this application is June 21, 2021.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.


Page 40


Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“I have worked in the restaurant business for 12 years during that time I also had a
liquor license. Several years ago I decided to rent my restaurant (at this location)
however, the tenant did not pay her rent and did not file for a liquor license.
Unfortunately, it resulted in lost revenue. I locked out the tenant and decided to reopen
my restaurant. I attended Basic and Management liquor law training to identify
obviously intoxicated customers, I am familiar with the legal forms of ID and my staff
also attended the training class.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“This restaurant has been in operation for approximately 12 years. The community
supports the restaurant and due to the menu, the service of alcohol complements the
food service. The restaurant does not have any entertainment and the restaurant will
continue to be supportive to the neighborhood and surrounding communities.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - El Original Mariscos Altata
Liquor License Map - El Original Mariscos Altata

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 41
Liquor License Data: EL ORIGINAL MARISCOS ALTATA
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 1 1

Beer and Wine Bar 7 1 1

Liquor Store 9 6 2

Beer and Wine Store 10 7 1

Restaurant 12 7 2


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 44.37 117.72 79.93

Violent Crimes 8.14 23.56 19.21
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data
Description Average 1/2 Mile Average

Parcels w/Violations 56 167

Total Violations 91 309




Page 42
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1094001 623 55 % 22 % 23 %

1094004 1754 25 % 24 % 40 %

1094005 1964 56 % 26 % 22 %

1095001 1977 84 % 0% 22 %

1095002 1574 79 % 9% 48 %

1098021 2573 85 % 3% 21 %

1099002 1908 34 % 13 % 25 %

1099003 3146 54 % 16 % 33 %

Average 61 % 13 % 19 %




Page 43
Liquor License Map: EL ORIGINAL MARISCOS ALTATA
5828 W INDIAN SCHOOL RD




Ü
Date: 4/23/2021
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
Page 44



Report

Liquor License - Pizza Hut #37665

Request for a liquor license. Arizona State License Application 148789.

Summary

Applicant
Theresa Morse, Agent

License Type
Series 10 - Beer and Wine Store

Location
6075 N. 19th Ave., Ste. 104
Zoning Classification: C-2
Council District: 5

This request is for a new liquor license for a restaurant/store. This location was not
previously licensed for liquor sales and does not have an interim permit.

The 60-day limit for processing this application is June 21, 2021.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
applicant in the State of Arizona.


Page 45


Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“The owners have extensive experience owning and managing liquor licensed
establishments in AZ and other states. All employees and owners are familiar with
current liquor laws and are required to take liquor law classes. The owners primary
purpose is to provide food and beer & wine as an accessory to take-out pizza /wings &
deliver the same. The area coaches provide oversight to all employees and
establishments. Furthermore, the owners are diligent to ensure all ID is checked and
alcohol is not sold to intoxicated customers.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“The owners have selected this existing store to allow customers to purchase beer or
wine with their food to go only. The license permits delivery of beer/wine as well as
food. The owners are mindful of the community and they support their cause to abide
by all laws and participate in community action. The issuance of this license is in the
best interest of the community.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Pizza Hut #37665
Liquor License Map - Pizza Hut #37665

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 46
Liquor License Data: PIZZA HUT #37665
Liquor License

Description Series 1 Mile 1/2 Mile

Government 5 1 0

Bar 6 4 2

Liquor Store 9 8 2

Beer and Wine Store 10 9 2

Restaurant 12 6 5


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 44.37 251 541.82

Violent Crimes 8.14 42.72 45.43
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data
Description Average 1/2 Mile Average

Parcels w/Violations 56 88

Total Violations 91 145




Page 47
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1067012 803 9% 19 % 32 %

1067013 971 33 % 39 % 20 %

1067031 1122 79 % 3% 16 %

1067032 1120 92 % 0% 4%

1068021 1099 60 % 0% 9%

1068022 1105 85 % 21 % 1%

1068023 1633 17 % 17 % 34 %

1073001 2203 79 % 3% 6%

1074001 1280 80 % 4% 15 %

1074003 839 0% 6% 56 %

Average 61 % 13 % 19 %




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Liquor License Map: PIZZA HUT #37665
6075 N 19TH AVE




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Report

Liquor License - Safeway #1201

Request for a liquor license. Arizona State License Application 09070282 &
09070282S.

Summary

Applicant
Nicholas Guttilla, Agent

License Type
Series 9 & 9S - Liquor Store with Sampling Privileges

Location
4005 E. Chandler Blvd.
Zoning Classification: C-2 PCD
Council District: 6

This request is for a location transfer of a liquor license for a grocery store. This
location is currently licensed for liquor sales.

The 60-day limit for processing this application is June 28, 2021.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
applicant in the State of Arizona.

Page 50




Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“Safeway is committed to upholding the highest standards for alcohol sales and
service. Its managers and staff are trained in responsible liquor sales and service,
along with other restricted sales items. Safeway is a national grocery store chain which
takes its responsibility regarding liquor sales very seriously and it has a stellar
compliance record in Arizona.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Placing this license at Safeway #1201 will have no adverse effect on the
neighborhood or customers. There is already an existing liquor license at Safeway
#1201 and the second license will eventually be moved from this location. Only one
series 9 liquor license will be active at a time.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Safeway #1201
Liquor License Map - Safeway #1201

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 51
Liquor License Data: SAFEWAY #1201
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 2 2

Beer and Wine Bar 7 1 1

Liquor Store 9 3 2

Beer and Wine Store 10 5 3

Restaurant 12 16 10


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 44.37 35.37 51.91

Violent Crimes 8.14 3.95 8.38
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data
Description Average 1/2 Mile Average

Parcels w/Violations 55 13

Total Violations 89 18




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Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1167121 2721 19 % 15 % 9%

1167122 1832 76 % 0% 3%

1167123 2451 69 % 5% 8%

1167131 589 64 % 51 % 42 %

1167132 1474 87 % 0% 0%

1167133 1145 100 % 0% 7%

1167135 1106 54 % 0% 2%

1167191 1679 87 % 3% 2%

1167194 2185 77 % 0% 4%

1167203 1430 34 % 7% 5%

1167212 1820 65 % 4% 3%

Average 61 % 13 % 19 %




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Liquor License Map: SAFEWAY #1201
4005 E CHANDLER BLVD




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Report

Liquor License - Safeway #1515

Request for a liquor license. Arizona State License Application 09070386 &
09070386S.

Summary

Applicant
Nicholas Guttilla, Agent

License Type
Series 9 & 9S - Liquor Store with Sampling Privileges

Location
810 E. Glendale Ave.
Zoning Classification: C-2
Council District: 6

This request is for an ownership and location transfer of a liquor license for a grocery
store. This location is currently licensed for liquor sales.

The 60-day limit for processing this application is June 28, 2021.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
applicant in the State of Arizona.

Page 55




Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“Safeway is committed to upholding the highest standards for alcohol sales and
service. Its managers and staff are trained in responsible liquor sales and service,
along with other restricted sales items. Safeway is a national grocery store chain which
takes its responsibility regarding liquor sales very seriously and it has a stellar
compliance record in Arizona.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Placing this license at Safeway #1515 will have no adverse effect on the
neighborhood or customers. These is already an existing liquor license at Safeway
#1201 and the second license will eventually be moved from this location. Only one
series 9 liquor license will be active at a time.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Safeway #1515
Liquor License Map - Safeway #1515

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.




Page 56
Liquor License Data: SAFEWAY #1515
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 2 1

Beer and Wine Bar 7 2 1

Liquor Store 9 3 1

Beer and Wine Store 10 8 2

Restaurant 12 16 4

Club 14 2 0


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 44.37 56.68 58.59

Violent Crimes 8.14 5.67 4.35
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data
Description Average 1/2 Mile Average

Parcels w/Violations 55 51

Total Violations 89 79




Page 57
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1062002 1751 97 % 6% 1%

1063002 1099 67 % 24 % 17 %

1063003 1910 50 % 11 % 42 %

1063004 1060 59 % 22 % 20 %

1065011 1458 63 % 8% 10 %

1065022 1027 85 % 14 % 4%

1066002 2064 83 % 7% 5%

Average 61 % 13 % 19 %




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Liquor License Map: SAFEWAY #1515
810 E GLENDALE AVE




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PAYMENT ORDINANCE (Ordinance S-47658) (Items 12-27)
Ordinance S-47658 is a request to authorize the City Controller to
disburse funds, up to amounts indicated below, for the purpose of
paying vendors, contractors, claimants and others, and providing
additional payment authority under certain existing city contracts. This
section also requests continuing payment authority, up to amounts
indicated below, for the following contracts, contract extensions and/or
bids awarded. As indicated below, some items below require payment
pursuant to Phoenix City Code section 42-13.

12 Tata Consultancy Services Limited
For $50,000.00 in additional payment authority for Contract 122332 for
professional services for the Information Technology Services
Department. The Tax Mantra system holds historical taxpayer information
used by the Tax Division in Finance for research and reporting. The City
Clerk Department relies on Tax Mantra to manage all regulatory license
services for citizens and businesses. The additional funds are needed to
perform the migration of the application to new supportable and secure
hardware platform.

13 United States Conference of Mayors
For $91,138.00 in payment authority for Fiscal Years 2020-21 and
2021-22 annual membership dues for the City of Phoenix. The United
States Conference of Mayors (USCM) is the official non-partisan
organization of cities with populations of 30,000 or more. Mayors
contribute to development of national urban policy by serving on one or
more of the conference's standing committees. USCM develops policy
positions adopted by the nation's mayors that are distributed to the
President of the United States and Congress. Task forces are also
assembled to examine and act on issues like civic innovation, exports,
hunger and homelessness. The membership ensures that Phoenix's
interests are being represented by the USCM.


Page 60


14 Lumen Technologies, Inc. doing business as Lumen
Technologies Service Group, LLC.
For $23,420.00 in additional payment authority for project ST85100341
for the relocation and rework of fiber and conduit for the Street
Transportation Department. The additional funds are needed for the
placement of Roosevelt Irrigation District pipeline which is required for
construction for the City of Phoenix on 27th Avenue, from Lower Buckeye
to Buckeye roads.

15 AZ Locators, LLC
For $9,500.00 in additional payment authority for Contract 151225 for
locator equipment and associated testing, calibration, maintenance and
repairs to various locators for the Water Services Department. The
locators are used to locate water pipes, cables and utilities. The cost of
the contract increased due to higher utilization than anticipated.

16 EPCOR Water USA, Inc.
For $1,508,000.00 for annual payment authority for Contract 93040 to
provide water and wastewater treatment services for the West Anthem
service area for the Water Services Department.

17 Goldman Sachs Renewable Power Operating Company
LLC doing business as Solar Star Arizona III, LLC
For $1,410,000.00 for annual payment authority for Contract 132993 to
provide solar power services to the Lake Pleasant Water Treatment Plant
for the Water Services Department. The 7.5-megawatt solar facility
produces approximately 75 percent of the plant's power needs.

18 ANSI National Accreditation Board, LLC.
For $9,000.00 in payment authority to pay fees necessary for the Water
Services Department to become an accredited Field Sampling and
Measurement Organization through the American National Standards
Institute American Society for Quality National Accreditation Board.
Accreditation requires the environmental and drinking water field sampling
procedures meet standards adopted by the National Environmental
Laboratory Accreditation Conference Institute’s National Environmental
Field Accreditation Program and provides additional checks to ensure


Page 61

effective quality field sampling systems.

19 State of Arizona Department of Environmental Quality
For $250,000.00 in annual payment authority for Fiscal Year 2021-22
permit fees and permit renewal fees for the Water Services Department.
The funds will be used for annual operating permits, hazardous waste
permits, quarterly disposal fees for all Water Services Department
wastewater and water facilities, fees for acceptance and review of
required compliance reports, fees for inspection of facilities for
compliance with regulations, and fees for document review of paperwork
necessary to make changes to permits.

20 Roosevelt Irrigation District
For $1,100,000.00 in annual payment authority for Contract 54170 for
Fiscal Year 2021-22 water rights settlement claim costs for the Water
Services Department. In 1998, the City of Phoenix entered into a
comprehensive settlement agreement with Salt River Pima Maricopa
Indian Community, and others, to settle Salt River Pima Maricopa Indian
Community water rights claims. Part of that settlement included an
ongoing three-way water exchange among the City of Phoenix, Salt River
Project and the Roosevelt Irrigation District. The City of Phoenix is
responsible to pay a portion of costs associated with the ongoing annual
exchange.

21 Salt River Project Agricultural Improvement and Power
District doing business as SRP
For $300,000.00 in annual payment authority for Contract 63846 for
Fiscal Year 2021-22 for operation and maintenance costs for the Granite
Reef Underground Storage Project for the Water Services Department.
The Granite Reef Underground Storage Project operates under an
Intergovernmental Agreement between Salt River Project and the cities of
Chandler, Gilbert, Phoenix, Mesa, Scottsdale, and Tempe. Phoenix owns
25.755 percent of the underground water storage capacity of Granite
Reef Underground Storage Project and pays its proportional share of
Granite Reef Underground Storage Project costs.

22 Salt River Project Agricultural Improvement and Power
District doing business as SRP


Page 62

For $130,000.00 in annual payment authority for Contract 53453 for
operation and maintenance of the Central Arizona Project Salt River
Project interconnection facility for the Water Services Department. The
Intergovernmental Agreement between the Salt River Valley Water Users’
Association, the Salt River Project Agricultural Improvement and Power
District, and the cities of Chandler, Gilbert, Glendale, Mesa, Peoria,
Phoenix, Scottsdale, and Tempe allows the City of Phoenix to transport
water from the Central Arizona Project aqueduct to the Granite Reef Dam.
The department is responsible for 38.425 percent of the operating and
maintenance expenses for Fiscal Year 2021-22.

23 Salt River Valley Water Users’ Association
For $4,600,000.00 in annual payment authority for Contract 100353 for
Fiscal Year 2021-22 for water delivery and use agreement to provide
wholesale water within the Salt River Reservoir District for resale by the
Water Services Department. The water delivered to the City by the
Association from the Salt and Verde rivers represents approximately 60
percent of the City’s water supply.

24 Salt River Valley Water Users’ Association
For $120,000.00 in annual payment authority for Agreement 107647 for
delivery, ordering, accounting, and reporting of the Peninsula - Horowitz
Water Entitlement for Fiscal Year 2021-22 for the Water Services
Department. Peninsula, Horowitz, and Champion Irrigation Districts are
located on the southwest portion of the City of Phoenix and are in the
initial stages of conversion from farmland to urban usage. Under the
agreement, the City receives water from the Salt River Valley Water
Users’ Association, treats it and delivers to urban customers within these
irrigation districts.

25 Salt River Valley Water Users’ Association - Water
Transportation Agreement
For $2,500,000.00 in annual payment authority for Contract 59580 to
transfer water from the Salt River Valley Water Users’ Association to the
City, and for the delivery of water from the Salt and Verde rivers pursuant
to water rights held by the City, for Fiscal Year 2021-22 for the Water
Services Department. The department treats and delivers water for lands
within the Salt River Reservoir District which have rights to the water


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stored and developed by the Salt River Valley Water Users’ Association.

26 Water Research Foundation - Annual Payment
Authority
For $265,090.00 in payment authority to the Water Research Foundation
for the Water Services Department. The Foundation sponsors research to
assist water utilities in providing safe and affordable drinking water. Having
a membership with the organization allows Water Services staff access to
the latest research and technical information used to address drinking
water, wastewater, and water reclamation issues.

27 Multimedia Holdings Corporation doing business as
KPNX-TV, Channel 12, 12 News, Tegna Inc, KPNX.com
For $40,000.00 in payment authority for a new contract, entered into on or
about June 16, 2021, for a one-year term to conduct recruitment
advertising for the Human Resources Department. The advertising
campaign is expected to begin the Fall of 2021 for critical and hard-to-fill
positions such as 911 Operators, Solid Waste Equipment Operators,
Street Maintenance Workers and other hard-to-fill positions. Several
advertising stations were contacted and 12 News was selected because it
was the lowest priced, caters to all demographics, can begin the
campaign the Fall of 2021 and has successfully completed advertising
campaigns for the City of Phoenix. The campaign includes broadcast
news, streaming content, internet sites, and community outreach.




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Report

(CONTINUED FROM JUNE 2, 2021) - Fort McDowell Yavapai Nation Gaming
Grants (Ordinance S-47649)

Request to authorize the City Manager, or his designee, to apply, accept, and if
awarded, enter into related agreements for up to $836,200 in new funding from Fort
McDowell Yavapai Nation under the 2021 funding cycle. Further request authorization
for the City Treasurer to accept, and the City Controller to disburse, funds by Fort
McDowell Yavapai Nation in connection with these grants.

Summary
If awarded, these monies would be applied, as directed by Fort McDowell Yavapai
Nation towards the following:

City Applications
· Community and Economic Development Department: $50,000 for the Reinvest
Maryvale Campaign, which will attract meaningful investment and development
interest in the Maryvale Village, that will provide education, recreational and
economic opportunity to the residents and visitors of Maryvale.
· Housing Department: $27,460 for the PHXHousing Connect Tech Ambassador
Program, which will develop a new program for up to 800 senior residents at the
city's public housing properties who recently received a device and free internet
service. Funding will be used to develop a Tech Ambassador program to provide
continued support to the city's senior public housing residents by supporting one
year of peer-to-peer digital literacy skill training and isolation-reducing social
activities.
· Human Services Department: $149,479 for the Phoenix Youth R.I.S.E. program,
which will provide youth of Phoenix, ages 16 to 24, an opportunity to participate in a
paid, four-week work experience/internship with a community business during the
summer months. Funding will allow for 107 more youth to be served and in turn
support the economic and community development needs in Phoenix.
· Office of Environmental Programs and Community and Economic Development
Department: $289,000 (over two years) for the Phoenix Urban Agriculture, Climate
Resilience, and Entrepreneurship (ACRE) program, which will strengthen the food
production step of the local food system by helping farms increase climate


Page 65

resilience, growing new farm entrepreneurs and worker cooperatives, and training
the next generation of growers through a fellowship program that embeds fellows
with farms and other entrepreneurs.
· Phoenix Fire Department: $84,361 for the Phoenix Fire Department Regional
Paramedic Training Unit Vehicle, funding will be used to acquire a dedicated
paramedic training vehicle that will provide a consistent and reliable apparatus for
paramedic students to respond to EMS incidents to practice response, apply
knowledge and perform skills necessary to effectively provide medical treatment in
a pre-hospital setting prior to certification.

Nonprofit Applications
· Aunt Rita's Foundation: $10,000 for the Ending the HIV Epidemic: Prevention,
Education, Testing, and Outreach program, which would educate individuals about
HIV, prevent HIV transmission, promote HIV testing, provide resources to access
health care, medications, housing, substance use treatment, legal aid, etc., and
heighten the awareness of HIV through virtual and in-person community events.
· Arizona Educational Foundation: $25,000 for the Our World: Educators for
Indigenous Students program, which will provide training for teachers and
administrators serving Indigenous students throughout the City of Phoenix and
Maricopa County.
· Arizona Foundation for Women: $25,000 for the SHE Leads! Leadership
Development for Women program, which seeks to amplify its impact by creating a
cohort of SHE Leads! participants from BIPOC communities who have often been
marginalized by past leadership programs.
· Arizona Helping Hands: $10,000 for the Basic Needs program, which will provide
beds and other essential items for children in foster care so they can lead healthy
and safe lives.
· Arizona Humane Society: $8,000 for the Humane Teens for a Humane Future
program, which will benefit the Humane Teens program during the 2022-2023
school year, allowing Arizona Humane Society to enroll up to 40 teens in their
STEM-related internship program.
· Camp Colley: $27,900 for the Phoenix Youth to Camp Colley 2021 program, which
will fund undeserved Phoenix children to attend Camp Colley in 2021 for their
positive learning and growth in nature. Program objectives include increasing social
-emotional skills and environmental education/learning.
· Esperanca, Inc.: $10,000 for the Health Literacy Education for Low-Income Latino
Children, Adults and Seniors program, which will support Esperanca's delivery of
evidence-based health literacy programs regarding nutrition, physical activity,
chronic disease self-management, such as diabetes, and oral health to reduce the
prevalence of obesity, diabetes and poor oral health that disproportionately affect


Page 66

low-income Latino children, adults, and seniors. Esperanca also delivers meals and
food items to Latino seniors in the programs to reduce food insecurity and promote
healthy eating.
· Foundation for Senior Living (FSL): $15,000 for the FSL Nutrition Program for Low-
Income Seniors program, which will support FSL's efforts to reduce food insecurity
and improve the health outcomes of an estimated 1,000 unduplicated low-income
seniors and homebound adults with disabilities through the provision of 70,000 hot,
nutritious meals in Fiscal Year 2022.
· New Pathways for Youth: $50,000 for the Holistic Youth Transformation Program,
which will provide a comprehensive, evidence-based programming to improve the
educational outcome of at-risk students attending Title I schools in Maricopa
County. Funding will serve more than 600 new Title I students over the next five
years, more than doubling their organizational impact.
· Ronald McDonald House Charities of Central and Northern Arizona: $25,000 for the
Keeping Families Together program, which will offer families a welcoming and safe
place to stay, meals, and a support system of other families who are also
experiencing a difficult time. Funding would fund 234 nights of rest for families and
would allow them to stay close to their ill or injured children receiving specialized
care at a Phoenix-area hospital.
· Valley of the Sun YMCA: $20,000 for the Childcare, Preschool, and Meal Programs
for low-income Phoenix children program, which will provide childcare, preschool,
and meals to children from low-income Phoenix families at no cost.
· Year Up Arizona: $10,000 for the Closing the Opportunity Divide in Phoenix:
Support for Year Up Arizona's Workforce Development Program, which support
Year Up Arizona's Gateway Community College location. They will enroll up to 160
young adults in the program preparing them to compete for careers and thrive in a
rapidly evolving economy.

The gaming compact entered into by the State of Arizona and various tribes calls for
12 percent of gaming revenue to be contributed to cities, towns, and counties for
government services that benefit the public including education, public safety, health,
environment, economic and community development. The Fort McDowell Yavapai
Nation will notify the City, by resolution of the Tribal Council, if it desires to convey to
the City a portion of its annual 12 percent local-revenue-sharing contribution.

Financial Impact
There is no budgetary impact to the City of Phoenix and no General Fund dollars are
required. Entities that receive gaming grants are responsible for the management of
those funds.



Page 67




Responsible Department
This item is submitted by City Manager Ed Zuercher and the Office of Government
Relations.




Page 68



Report

(CONTINUED FROM JUNE 2, 2021) - Gila River Indian Community Gaming
Grants (Ordinance S-47639)

Request to authorize the City Manager, or his designee, to apply, accept, and if
awarded, enter into related agreements for up to $6,870,730.76 in new funding from
the Gila River Indian Community (GRIC) under the 2021 funding cycle. Further request
authorization for the City Treasurer to accept and the City Controller to disburse funds
as directed by GRIC in connection with these grants.

Summary
If awarded, these monies would be applied, as directed by GRIC, towards the
following:

City Applications
· Housing Department: $65,450 for the Phoenix Housing Connect Digital Literacy
Training, which will develop a digital literacy training program for residents who
recently received a device and two years of free internet service. Additionally,
training will be provided to onsite residents interested in becoming Tech
Ambassadors to assist their neighbors who need individual assistance.
· Neighborhood Services Department: $203,600 (over three years) for the Love Your
Block Project, which will heighten neighborhood, business and community
engagement.
· Office of Environmental Programs: $298,356 (over three years) for the Seeding
Abundance and Growing Our Future project, which will provide equipment and
training for consumers located in food deserts to grow their own food and develops
new urban farmers resulting in improved health, reduced food insecurity and
increased economic opportunities.
· Office of Sustainability: $192,000 (over three years) for the Cool Kids Cool
Corridors - A Children's Health Project, which will implement cooling strategies and
vegetation to improve the public health of students.
· Parks and Recreation Department: $20,100 for the Pueblo Grande Museum
Outdoor Exhibits Renovation, which will renovate two outdoor exhibit areas, the
reconstructed pit houses and the demonstration archeological dig site on the
grounds of Pueblo Grande Museum.


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· Phoenix Fire Department: $76,189.42 for the Special Events Emergency Response
Vehicle program, which will enhance emergency medical response capabilities
within the footprint of special events with limited vehicle access due to crowd
congestion or space restriction.
· Phoenix Police Department: $269,043.34 for the Officer Safety Package, which will
provide additional night vision goggles and protective equipment needed to
effectively protect officers and citizens within the Phoenix Metropolitan area.
· Public Transit Department: $85,000 for the 302 N. 1st Avenue Parking Garage
Electric Vehicle (EV) Charging Stations project, funding will be used to purchase
and install six EV charging stations in the Public Transit owned 302 N. 1st Avenue
(Public Transit headquarters) parking garage.
· Public Transit Department: $299,850 (over two years) for the Transit Bus Shelter
Safety Lighting Program, which will expedite and improve lighting systems for
transit bus shelters to provide and improve customer experience and increased
public safety for the transit-dependent populations in Phoenix.
· Public Works Department: $9,920 for the Virtual Compost Facility Tour in the Solid
Waste Section, which will fund an educational tour of a compost facility to be posted
online to the public.

Non-Profit Applications
· 19North Community Alliance: $237,000 for the Accelerating Economic Development
through Transit Oriented Development, which will implement the recommendations
outlined by the City of Phoenix in the 19North Transit Oriented Development Policy
Plan.
· A New Leaf, Inc.: $100,000 for A New Leaf's Workforce Development Services,
which will expand service capacity through a Workforce Central program office
location in Phoenix to promote and assist with employment, job readiness, and
economic security for community members.
· Arizona Center for Nature Conservation/Phoenix Zoo: $150,000 (over three years)
for The Pride Campaign-Predator Passage, the Predator Passage, the Africa Trail
Expansion will be the Zoo's largest capital project to date, spanning six acres and
resulting in an immersive experience for guests featuring new, up-close animal
viewing of lions, hyenas, leopards, meerkats, wart hogs, fennec fox and more. To
include educational components and conservation, species survival efforts.
· Amanda Hope Rainbow Angels: $25,000 for the Moms Mentoring Program, which
will provide mentoring for moms whose children are battling cancer and other life-
threatening diseases.
· Arizona Foundation for Women: $25,000 for the SHE Leads program, a Women's
Leadership Development Certificate Program.



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· Assistance League of Phoenix: $50,000 for the Operation School Bell Wardrobes
for Children in Poverty program, which will provide new school wardrobes, including
a hygiene kit and new book to very low-income grade K-8 children attending over
90 Phoenix Metro Area high-poverty, Title 1 schools.
· Arizona Helping Hands: $100,000 (over two years) for the Basic Needs Program, a
signature program of Arizona Helping Hands by providing beds and other essential
items for children in foster care so they can lead healthy and safe lives.
· Arizona Humane Society: $500,000 (over two years) for Arizona Humane Society's
Campaign to Transform Animal Welfare, which will transform Maricopa County from
the second-worst place to be a homeless pet in the nation to the best, the Arizona
Humane Society (AHS) proposes a replacement of its deteriorating Sunnyslope
Campus with the Central Campus & Animal Medical Center. Working as a
comprehensive system of care with the Nina Mason Pulliam Campus for
Compassion, the Central Campus & Animal Medical Center will enhance AHS' life-
saving abilities.
· Arizona Science Center: $50,000 for the STEM Education Programs for Under
Served Youth program, which will help deliver essential STEM education programs
including Focused Field Trips and Science on Wheels to children from Title I
schools in 2022.
· Arizona Sustainability Alliance: $47,499 for the Sow It Forward: Vertical Garden
Program, which will mitigate food insecurity by improving access to fresh, healthy
produce and provide food and farmers market education to students in low-income
and Title I K-12 schools.
· Arizona Autism United: $120,000 (over two years) for the Bilingual Family Support
Specialist to serve more local families affected by developmental disabilities and to
strengthen access to critical service among under served communities.
· Ballet Arizona: $30,000 (over three years) for the DanceAZ Program, which will
deliver high-quality arts education during the next three school years, annually
engaging approximately 100 low-income, under served students (grades 3-5)
attending Maricopa County Title I elementary schools.
· Banner Health Foundation: $500,000 (over three years) for the Center for Clinician
Resiliency program, which will seek to build resiliency and reduce burnout in
clinicians across their health care system. This project will reduce the stigma of
mental/behavioral health concerns and build wellness into regular routines and work
flows through education and training of resiliency champions, retreats, respite
opportunities and counseling.
· Barrow Neurological Foundation: $50,000 for The Barrow Concussion & Brain Injury
Center Domestic Violence Program, which will provide medical treatment and
community outreach support, in the form of cognitive retraining and education, for
the victims of domestic violence, living in shelters, in Maricopa County.


Page 71

· Big Brothers Big Sisters of Central Arizona: $30,000 for the Making More Matches:
Getting Youth off the Wait List program, which will provide youth mentoring.
· Boys & Girls Club of the Valley (BGCAZ): $100,000 for the Safe, Healthy and
Successful Kids Program, which will help to improve the academic success, life
skills, safety, health and well-being of at least 10,000 youth attending BGCAZ's 24
Clubs throughout the Valley.
· Boys Hope Girls Hope of Arizona: $35,000 for the Scholar Success program, which
will help high achieving students living in poverty get to and through college.
· Children's Museum of Phoenix: $300,000 (over three years) for the Children's
Museum of Phoenix's Free First Friday Nights and Innovation Fund Initiatives. This
initiative opens the museum to the public for ten free nights per year serving 25,000
people, as well their Innovation Fund, which enables the museum to routinely
create and update imaginative and research-based exhibits, activities and
programs.
· Cihuapactli Collective: $300,000 (over three years) for the Nurturing Community
Wellness through Comadrismo program, which will provide capacity building and
general support aimed at promoting health and wellness among urban Indigenous
Peoples.
· Civitan Foundation, Inc.: $125,884 for the MIDTOWN: Employment and Life-Skills
Opportunities for Developmentally Disabled Arizonans, which will address the
disproportionate challenges and barriers to employment, displacement from quality
programs due to the pandemic, and barriers to life-skills development that
intellectually and developmentally disabled Arizonans face. Funding will support a
large capital project at MIDTOWN that will transform the Northeastern corner of the
Coronado Neighborhood, and provide major economic development for disabled
Arizonans.
· Duet: Partners in Health & Aging: $30,000 for the Support for Non-English-Speaking
Kinship Families. Funding will help secure a full-time bilingual social worker to meet
the increased demand of Duet's non-English speaking kinship families in crisis who
need a coordinated approach to navigating the holistic needs of their families and
provide case management to grand families in crisis.
· Educare Arizona: $50,000 for the Child Development Association Certificate: A Two-
Generation Anti-Poverty Program, which will enable low-income individuals,
primarily mothers, to begin new careers while improving early childhood education
for thousands of young children in Arizona.
· Elevate Phoenix: $30,000 for the Improving the Lives and Futures of Low-Income
Urban Youth and Families program, which will help Elevate Phoenix improve the
academic success, life skills, literacy skills, health, well-being and future outcomes
for low-income, at risk, urban youth and their families.
· Esperanca, Inc.: $10,000 for the Health Literacy Education for Low-Income Latino


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Children, Adults, and Seniors program, which will support the delivery of health
literacy programs regarding nutrition, physical activity, chronic disease self-
management, such as diabetes, and oral health to reduce the prevalence of obesity,
diabetes, and poor oral health that disproportionably affect low-income Latino
children, adults, and seniors.
· Foundation for Senior Living (FSL): $25,000 for the FSL Nutrition Program for Low-
Income Seniors, which will support FSL's efforts to reduce food insecurity and
improve the health outcomes of an estimated 1,000 unduplicated low-income
seniors, adults with disabilities, and homebound adults through the provision of
70,000 hot, nutritious meals.
· Furnishing Dignity: $20,000 for the Essential Home Furnishings program, which will
provide complete home furnishings for low-income children, youth, adults and
families successfully transitioning out of homelessness or foster care into self-
reliance. Everyone deserves the comforts of home. Through in-kind donations of
gently used home furnishings and community support, Furnishing Dignity's
Essential Home Furnishings program makes this a reality for those on their pathway
to self-sufficiency and success.
· Girl-Scouts-Arizona Cactus-Pine Council: $25,000 for the Girl Scout Program,
which will support Girl Scout programming that promotes academic achievement,
mental wellness, and overall positive life outcomes for girls in Maricopa County.
· Greater Phoenix Chamber Foundation: $100,000 (over two years) for the Workforce
Collaboratives program, which will strengthen the alignment between education and
businesses, addressing the talent shortage for high wage, high demand careers
and improving the economic prospects of 2,000 individuals.
· Greater Phoenix Urban League, Inc.: $300,000 (over three years) for the Summer
Youth Empowerment Program, which will support funding for a five-year program.
· Hope Community Services: $25,000 for the Horses Healing Kids Equine Therapy
Program, which will expand HCS's successful equine therapy for children who have
experienced extreme trauma including severe violence, neglect and/or sexual,
physical and emotional abuse.
· Hushabye Nursery: $28,228 for the Healthy Families, Healthy Communities
program, which will provide neonatal abstinence syndrome (NAS) infant and
caregiver treatment for five families.
· Justa Center: $30,000 for the Improving the Health of Homeless Seniors program
which will hire a full-time nurse for Justa Center's on-site clinic to provide needed
services for homeless seniors in Phoenix.
· Life More Abundantly: $15,000 for the Family Health and Wellness STD Testing
Program, which will support staffing, STD testing kits and processing, supplies, and
brochures for STD testing in the South Phoenix Community where the rates are
highest and the health care resources are scarce and costly.


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· Lights Camera Discover: $195,000 (over three years) for the Lights Camera
Discover Youth STEAM Workshops, which will allow them to purchase much
needed supplies to facilitate their youth programs and assist with program
implementation.
· Live and Learn Program: $20,000 for the COVID-19 Relief Program, which will
provide funding to continue the COVID-19 Relief Program, the program offers
women in poverty a path back to stability and employment, and demand remains
high.
· Los Ninos Hospital Inc., DBA Innovative Home Health Nursing Services: $64,348
(over two years) for the Home Health Nursing Technology Services, which will
create efficiency and improve patient care by converting patient paper processes to
patient electronic processes.
· Lost Boys Center for Leadership Development: $205,500 (over three years) for the
Youth Education & Leadership Development for Second-Generation Sudanese
Refugees program, which will provide a breadth of educational, social, and
leadership opportunities for second-generation Sudanese refugees so they may
thrive within their families, schools, and Arizona communities.
· Maggie's Place, Inc.: $40,000 for the Family Success Center for Homeless
Pregnant Women program, which will provide supportive services to more than 250
mothers and children.
· MentorKids USA: $20,000 for the iLEAD Program, which will help youth (9th - 12th
grade) become leaders in their lives, their families, and their neighborhoods.
· Million Dollar Teacher Project: $90,000 (over three years) for the Title 1 Tech
program, which funding will be used to purchase and distribute computers, laptops,
hotspots to disadvantaged students in the Phoenix metro area to facilitate their
distance learning.
· Native American Connections: $25,000 for the Phoenix Indian School Visitor
Center, which will provide funding for the Phoenix Indian School Visitor Center,
whose purpose is to tell the untold story of the Phoenix Indian School and its alumni
to a wide community audience and to show how this story relates to larger history of
American Indian Boarding schools and Indian history in the Southwest and
nationally.
· OCJ Kids: $25,000 for the Cuddle Bags Distribution program, which will reduce
children's trauma after they are removed from abusive homes and as they transition
into foster care.
· Phoenix AKArama Foundation: $193,048 (over four years) for the Ultimate
Technology Extra-Curricular Education Programs, which will provide extra-curricular
educational programs for under-served communities with an emphasis on STEM
education.
· Phoenix Public Library Foundation: $100,000 for the Investing in Literacy, Learning


Page 74

and Creativity program, which will support Phoenix Public Library Foundation's
Capital Campaign to bring exceptional preschool learning environments to our
libraries. Funding would be used to improve and enhance Children's Place at
Burton Barr Central Library. The first five years is a critical time in a child's life; 90
percent of a child's brain development happens by age five. Providing free,
stimulating, and interactive environments for children is key to supporting school
readiness skills. This funding would enhance and update the Storybook Garden at
Burton Barr Central Library.
· ResilientME, Inc.: $40,000 (over two years) for the R's of Resilient Me program,
which will provide prevention programming rooted in evidence-based practices for
developing resiliency to youth transitioning from foster care, a population
particularly vulnerable to homelessness and incarceration.
· Rosie's House: $100,000 (over four years) for the $5 million More than Music
Campaign, which will support the purchase, renovation and equipping of a
permanent facility that will help Rosie's House increase enrollment and create
relevant programs that encourage young people from low-income neighborhoods to
think critically, solve problems in inventive ways, collaborate, and ultimately become
the well-rounded intellectual talent needed to ensure Arizona's future.
· Southern Arizona Association for the Visually Impaired (SAAVI): $35,000 for the
Real Empowerment through Achievement and Learning (REAL) Program for Blind
Children program, which will continue to expand educational programming for blind
children throughout Phoenix.
· SEED SPOT: $103,875 for the Accelerating Economic Recovery through
Entrepreneurship program, which will ensure that entrepreneurs and small business
owners in the Phoenix metro area can access the support they need to accelerate
an equitable economic recovery.
· SOUNDS Academy: $40,000 (over two years) for the Comprehensive Music
Education program, which will extend high quality music education programming to
395 youth traditionally under-represented in classical music and under-served
through music education opportunities in school.
· St. Joseph the Worker: $15,000 for the Employment Without Barriers program,
which will provide quality employment opportunities to individuals experiencing
homelessness and those facing extreme poverty across Maricopa County.
· St. Mary's Food Bank: $100,000 for the St. Mary's Food Bank Skills Center, which
will improve the lives of homeless, formerly incarcerated, and other vulnerable
people by training them for jobs in the food industry or a warehouse and helping
with job placement.
· Televerde Foundation: $100,000 (over two years) for the Prepare Achieve and
Transform for Healthy Success (PATHS) program, a workforce development
program for currently and formerly incarcerated women focusing on personal


Page 75

wellness, workplace readiness, employment strategies financial literacy, lifelong
learning and mentoring.
· The Opportunity Tree: $25,000 for the Youth Transition Program - Self Sufficiency
for Youth with Intellectual and Developmental Disabilities (IDD) program, which will
continue to expand the program and provide employment training for youth with
IDD.
· The Sagrado: $60,840 for the Conscious Development program, which will activate
and replicate an outdoor meditation space created to connect community members
with nature, each other, and themselves through healing arts.
· Upward for Children and Families: $30,000 for the Lifting Children Upward Nursing
Program, which will provide medically vulnerable children, and potentially adults,
who have disabilities with on-site nursing care so they can attend Upward's Special
Education School, Child Care program and Adult Day Treatment program.
· USO Arizona: $90,000 (over three years) for USO Youth Programs and USO
Phoenix Military Entrance Processing Station (MEPS), which will strengthen and
connect military service members and their families through programs and services
that boost morale, provide a sense of community, and build resiliency among
children and families. Funding will support USO Arizona's youth programming
including Kids Camp programs (arts, recreation, and educational programs) and
services for military service members through their Phoenix MEPS location.
· Valley of the Sun YMCA: $50,000 (over two years) for the Childcare, Preschool, and
Meal Programs for low-income Phoenix children program, which will provide
childcare, preschool, and meals to children from low-income Phoenix families.
· Year Up Arizona: $20,000 for the Supporting Youth Employment and Economic
Mobility: Year Up Arizona's Workforce Development Program, which will support
Year Up Arizona's core Academics, Program, and Student Services program
elements to prepare their students to compete for careers and thrive in a rapidly
evolving economy.

The gaming compact entered into the State of Arizona and various tribes calls for 12
percent of gaming revenue to be contributed to cities, towns and counties for
government services that benefit the general public including public safety, mitigation
of impacts of gaming and promotion of commerce, and economic development. The
Gila River Indian Community will notify the City, by resolution, of the Tribal Council, if it
desires to convey to the City a portion of its annual 12 percent local revenue-sharing
contribution.

Financial Impact
There is no budgetary impact to the City of Phoenix and no general purpose funds are
required. Entities that receive gaming grants are responsible for the management of
those funds.

Page 76

Responsible Department
This item is submitted by City Manager Ed Zuercher and the Office of Government
Relations.




Page 77



Report

Ak-Chin Indian Community Gaming Grants (Ordinance S-47716)

Request to authorize the City Manager, or his designee, to apply, accept, and if
awarded, enter into related agreements for up to $637,944 in new funding from the Ak-
Chin Indian Community under the 2021 funding cycle. Further request authorization for
the City Treasurer to accept and the City Controller to disburse funds as directed by
the Ak-Chin Indian Community in connection with these grants.

Summary
If awarded, these monies would be applied, as directed by the Ak-Chin Indian
Community, towards the following:

City Applications
· Community and Economic Development Department: $50,000 for the Reinvest
Maryvale Marketing Campaign, which will attract investment and development
interest in the Maryvale Village, with the project goal to attract meaningful
investment and development that will provide education, recreational and economic
opportunity to the residents and visitors of Maryvale.
· Housing Department: $40,000 for the Digital Literacy Program, which will allow for
the development of a custom digital literacy program for residents who recently
received a device and two years of free internet service. Residents will receive
access to device-specific training and social activities to reduce social isolation,
increase access to tele-medicine and online access to services. Additionally,
funding will be provided to onside residents interested in becoming Tech
Ambassadors to assist their neighbors who need individual assistance.
· Human Services Department: $30,000 for the Men All Need to be Caring, Actively-
Engaged, Vested and Encouraged (M.A.N. C.A.V.E.) Fatherhood Program, which
will fund the curriculum, workshops, participation support costs and the annual
Helping Boys Thrive/Fatherhood Summit. Additionally, funding will support the
partnership with the Native American Fathers and Families Program to provide
educational information and training to support engaging fathers.
· Parks and Recreation Department: $5,000 for the FitPHX Yoga and Hike program,
which will fund the opportunity to host a monthly, free, FitPHX Yoga and Hike
program for the community of Phoenix, Ak-Chin Indian community and surrounding
communities at the South Mountain Preserve. This program will provide a pre-hike


Page 78

yoga class led by a contracted certified yoga teacher, followed by an instructor led
interpretative hike through South Mountain Preserve that is suitable for all levels.
Participants will get a well-rounded approach to health and wellness through the
benefits of the yoga class and hike. After completion of the hike, participants will
have the opportunity to win raffle prizes and interact with instructors and fellow
participants.
· Parks and Recreation Department: $47,800 for the Collaborating for Cultural
Continuity: A New Plan for Permanent Exhibits at Pueblo Grande Museum, which
will fund the creation of an interpretive plan and conceptual design plan for a
complete redo of the permanent exhibit galleries at Pueblo Grande Museum. The
plan will include the goals of 1) ensuring that the perspectives of descendant
communities is clearly evident and central to exhibit interpretation; 2) delivering a
holistic presentation of ancestral culture to include environmental contexts and
implications for 21st Century desert life and 3) redesigning the physical gallery
spaces to meet current environmental standards, improve traffic flow and better
accommodate visitor groups.
· Phoenix Police Department: $300,000 for The Great Outdoors - A Positive
Relationship Between Police and Community program, which aims to provide a
structure for children of Santa Maria Middle School and Western Valley Middle
School that will help achieve greater physical and mental health. The Phoenix
Police Department and the Fowler School District are hoping to partner in providing
an after-school and summer program for students at Santa Maria Middle School
and Western Middle School. This program will seek to use the outdoors in as many
of the activities as possible to promote physical, emotional, and mental health.
During each activity, a planned "fireside discussion" will be led by one of the
officers. These fireside discussions will focus on relevant topics to children that will
focus on their emotional, mental, and physical health.

Non-Profit Applications
· American Indian Veterans Memorial Organization: $100,000 for the American Indian
Veterans Memorial, which will be built at Steele Indian School Park in Phoenix.
· Arizona Helping Hands: $10,000 for the Basic Needs Program, a signature program
of Arizona Helping Hands, which will provide beds and other essential items for
children in foster care so they can lead healthy and safe lives.
· Creighton Community Foundation: $30,000 for the Fresh in the Neighborhood
program, as part of the Creighton Community Gardens Program, which seeks to
transform the local food system to bring inclusive, equitable, and participatory food
access to the most vulnerable communities. The program aims to build capacity
and create healthy connections around food and nutrition throughout school-
centered neighborhoods who suffer from a variety of systemic inequalities.


Page 79

· River of Dreams DBA Daring Adventures: $25,144 for the Daring Adventures:
Helping People with Disabilities Reach Their Everest program, which will improve
the health and wellness of individuals with disabilities. Funds will be used to
increase participation for #OurEverest programming including but not limited to
Glen Canyon, kayaking, hiking, cycling and camping.

The gaming compact entered into by the State of Arizona and various tribes calls for
12 percent of gaming revenue to be contributed to cities, towns, and counties for
government services that benefit the general public including public safety, mitigation
of impacts of gaming, and promotion of commerce and economic development. The Ak
-Chin Indian Community will notify the City, by resolution, of the Tribal Council, if it
desires to convey to the City a portion of its annual 12 percent local revenue-sharing
contribution.

Financial Impact
There is no budgetary impact to the City of Phoenix and no general purpose funds are
required. Entities that receive gaming grants are responsible for the management of
those funds.

Responsible Department
This item is submitted by City Manager Ed Zuercher and the Office of Government
Relations.




Page 80



Report

Public Hearing on Proposed Property Tax Levy, Truth in Taxation and Adoption
of the Final 2021-22 Annual Budget

As required by State statute, this item requests the City Council hold a public hearing
on the City's proposed Property Tax Levy and Truth in Taxation and the adoption of the
final 2021-22 City of Phoenix Annual Budget (see Attachment A for State Budget
Forms).

Responsible Department
This item is submitted by City Manager Ed Zuercher, Assistant City Manager Jeff
Barton and the Budget and Research Department.




Page 81
Attachment A - State Forms A through G

CITY OF PHOENIX, ARIZONA
Summary Schedule of Estimated Revenues and Expenditures/Expenses
Fiscal Year 2021-22
(In Thousands)


FUNDS
S
c
Fiscal h Special Revenue Capital Projects Enterprise Reappropriation
Year General Fund Fund Debt Service Fund Fund Funds Available Funds Total All Funds

2021 Adopted/Adjusted Budgeted Expenditures/Expenses* E 1,476,913 1,727,285 129,497 2,599,180 1,686,765 2,213,434 9,833,074

2021 Actual Expenditures/Expenses** E 1,377,249 1,431,408 128,846 979,440 1,410,629 1,435,601 6,763,173

2022 Fund Balance/Net Position at July 1*** 244,765 567,054 100 633,566 739,279 2,341,651 4,526,415

2022 Primary Property Tax Levy B 191,294 191,294

2022 Secondary Property Tax Levy B 119,289 119,289

2022 Estimated Revenues Other than Property Taxes C 194,252 2,897,357 4,397 467,229 1,363,608 4,926,843

2022 Other Financing Sources D 1,000 1,074 650 700,000 5,431 708,155

2022 Other Financing (Uses) D

2022 Interfund Transfers In D 1,117,024 595,203 5,379 20,285 137,684 1,875,575

2022 Interfund Transfers (Out) D 140,717 1,571,947 44,611 117,708 1,874,983
Page 82
2022 Reduction for Amounts Not Available:

LESS: Amounts for Future Debt Retirement:

Future Capital Projects

Maintained Fund Balance for Financial Stability

2022 Total Financial Resources Available 1,607,618 2,488,741 129,815 1,776,469 2,128,294 2,341,651 10,472,588

2022 Budgeted Expenditures/Expenses E 1,607,618 2,206,494 129,714 1,157,566 1,682,695 2,341,651 9,125,738

EXPENDITURE LIMITATION COMPARISON 2021 2022
1. Budgeted expenditures/expenses $ 7,619,640 $ 6,784,087
2. Add/subtract: estimated net reconciling items (1,447,661) 1,451,623
3. Budgeted expenditures/expenses adjusted for reconciling items 6,171,979 8,235,710
4. Less: estimated exclusions
5. Amount subject to the expenditure limitation $ 6,171,979 $ 8,235,710
6. EEC expenditure limitation $ 9,833,074 $ 9,125,738


* Includes Expenditure/Expense Adjustments Approved in the current year from Schedule E.
** Includes actual amounts as of the date the proposed budget was prepared, adjusted for estimated activity for the remainder of the fiscal year.
*** Amounts on this line represent Fund Balance/Net Position amounts except for amounts not in spendable form (e.g., prepaids and inventories) or legally or contractually required to be maintained
intact (e.g., principal of a permanent fund).




4/19 Arizona Auditor General's Office
SCHEDULE A Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Tax Levy and Tax Rate Information
Fiscal Year 2021-22
(In Thousands)
2020-21 2021-22
1. Maximum allowable primary property tax levy.
A.R.S. §42-17051(A) $ 185,429 $ 193,314

2. Amount received from primary property taxation in
the current year in excess of the sum of that
year's maximum allowable primary property tax
levy. A.R.S. §42-17102(A)(18) $

3. Property tax levy amounts
A. Primary property taxes $ 181,767 $ 193,225
B. Secondary property taxes 114,741 120,494
C. Total property tax levy amounts $ 296,508 $ 313,719

4. Property taxes collected*
A. Primary property taxes
(1) Current year's levy $ 179,950
(2) Prior years’ levies 1,261
(3) Total primary property taxes $ 181,211
B. Secondary property taxes
(1) Current year's levy $ 113,594
(2) Prior years’ levies 868
(3) Total secondary property taxes $ 114,462
C. Total property taxes collected $ 295,673

5. Property tax rates
A. City/Town tax rate
(1) Primary property tax rate 1.3055 1.3055
(2) Secondary property tax rate 0.8241 0.8141
(3) Total city/town tax rate 2.1296 2.1196
B. Special assessment district tax rates
Secondary property tax rates - As of the date the proposed budget was prepared, the
city/town was operating zero special assessment districts for which secondary
property taxes are levied. For information pertaining to these special assessment districts
and their tax rates, please contact the city/town.

* The 2021-22 planned primary and secondary levies are $193,225,455 and $120,493,943,
respectively. Historically, actual property tax collections have been slightly lower than the amount
levied. For 2021-22, actual collections for primary and secondary property taxes are estimated to
be $191,294,000 and $119,289,000, or 99% of the levy amount.
** Includes actual property taxes collected as of the date the proposed budget was prepared, plus
estimated property tax collections for the remainder of the fiscal year.




4/19 Arizona Auditor General's Office SCHEDULE
Page 83
B Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Revenues Other Than Property Taxes
Fiscal Year 2021-22
(In Thousands)

ESTIMATED ACTUAL ESTIMATED
REVENUES REVENUES * REVENUES
SOURCE OF REVENUES 2020-21 2020-21 2021-22
GENERAL FUND

Intergovernmental
County Vehicle License Tax $ 71,743 $ 75,200 $ 79,100
Charges for services
Fire Emergency Transportation Services $ 37,875 $ 30,371 $ 33,500
Hazardous Materials Inspection Fee 1,400 1,400 1,500
Planning 1,808 1,387 1,497
Police 15,481 12,975 13,108
Street Transportation 6,684 6,145 6,481
Other Service Charges 20,365 18,484 21,644
Fines and forfeits
Moving Violations $ 6,133 $ 5,949 $ 5,949
Parking Violations 758 427 467
Driving While Intoxicated 771 450 450
Defensive Driving Program 2,512 1,375 1,375
Other Receipts 2,670 1,933 2,166
Interest on investments
Interest on investments $ 9,420 $ 5,410 $ 5,550
Contributions
SRP In-Lieu Taxes $ 1,987 $ 2,010 $ 2,010

Coronavirus Relief Fund $ - $ 109,225 $ -

Miscellaneous
Miscellaneous $ 6,899 $ 5,674 $ 5,279
Parks and Recreation 7,559 3,461 4,093
Libraries 768 204 483
Cable Communications 10,120 9,600 9,600
Total General Fund $ 204,953 $ 291,680 $ 194,252

SPECIAL REVENUE FUNDS

Highway User Revenue Fund
Incorporated Cities Share $ 115,980 $ 113,312 $ 118,834
300,000 Population Share 29,144 28,807 30,126
Interest/Other 1,160 760 755
$ 146,284 $ 142,879 $ 149,715




4/19 Arizona Auditor General's Office SCHEDULE
Page 84 C Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Revenues Other Than Property Taxes
Fiscal Year 2021-22
(In Thousands)

ESTIMATED ACTUAL ESTIMATED
REVENUES REVENUES * REVENUES
SOURCE OF REVENUES 2020-21 2020-21 2021-22
Excise Tax Fund
Local Taxes $ 503,367 $ 525,063 $ 547,397
Stormwater 5,040 5,037 5,087
Jet Fuel 769 741 744
License & Permits 6,010 5,302 5,571
State Sales Tax 174,072 189,898 197,945
State Income Tax 241,167 240,237 219,316
Neighborhood Protection 36,539 38,258 40,214
2007 Public Safety Expansion 73,083 76,517 80,428
Public Safety Enhancement 22,789 26,808 24,706
Parks and Preserves 36,539 38,259 40,214
Transportation 2050 249,230 261,183 274,395
Capital Construction 8,239 7,790 7,370
Sports Facilities 20,558 10,877 15,578
Convention Center 60,050 50,420 57,196
$ 1,437,452 $ 1,476,390 $ 1,516,161
Other Special Revenue Funds
Neighborhood Protection $ 637 $ 3,433 $ 405
2007 Public Safety Expansion 607 8,146 321
Parks and Preserves 2,242 1,627 1,852
Transportation 2050 43,468 15,855 27,973
Capital Construction 300 45 222
Sports Facilities 4,412 4,313 4,240
Development Services 72,140 69,500 71,428
Regional Transit 41,124 27,828 38,945
Community Reinvestment 5,987 5,938 5,863
Impact Fee Administration 625 515 525
Regional Wireless Cooperative 5,167 5,543 5,515
Golf 6,274 8,439 6,794
Court Awards 5,760 5,608 5,296
$ 188,743 $ 156,790 $ 169,379
Other Restricted Funds
Court Special Fees $ 1,328 $ 868 $ 851
Vehicle Impound Program 1,293 1,270 1,270
Other Restricted Funds 33,317 21,822 22,427
Affordable Housing Program 6,590 (4,455) 6,550
$ 42,528 $ 19,505 $ 31,098
Federal Funds
Public Housing $ 108,895 $ 109,733 $ 105,745
Human Services 58,963 96,447 86,581
Federal Transit Administration 180,911 142,349 240,756
Community Development 53,375 41,795 70,581
Criminal Justice/Public Safety 10,936 14,769 18,876
Other Federal & State Grants 331,269 135,989 508,465
$ 744,349 $ 541,082 $ 1,031,004

Total Special Revenue Funds $ 2,559,356 $ 2,336,646 $ 2,897,357




4/19 Arizona Auditor General's Office SCHEDULE
Page 85 C Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Revenues Other Than Property Taxes
Fiscal Year 2021-22
(In Thousands)

ESTIMATED ACTUAL ESTIMATED
REVENUES REVENUES * REVENUES
SOURCE OF REVENUES 2020-21 2020-21 2021-22
DEBT SERVICE FUNDS

Secondary Property Tax $ 4,611 $ 4,621 $ 4,397

Total Debt Service Funds $ 4,611 $ 4,621 $ 4,397
CAPITAL PROJECTS FUNDS

Capital Grants $ 701,709 $ 244,522 $ 189,542
Joint Ventures 27,763 33,899 34,721
Passenger Faciltiy Charges 88,061 45,086 77,959
Customer Faciltiy Charges 51,198 27,595 46,246
Federal, State and Other Participation ** - 82,429 118,761
Other Capital Funds 63,700 35,970 -

Total Capital Projects Funds $ 932,431 $ 469,501 $ 467,229


ENTERPRISE FUNDS

Convention Center $ 27,331 $ 3,557 $ 18,800
Solid Waste 175,132 182,178 189,869
Aviation 425,915 426,477 412,547
Water System 479,782 502,979 487,696
Wastewater System 249,814 253,208 254,696

Total Enterprise Funds $ 1,357,974 $ 1,368,399 $ 1,363,608

TOTAL ALL FUNDS $ 5,059,325 $ 4,470,847 $ 4,926,843

* Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was
prepared, plus estimated revenues for the remainder of the fiscal year.
** Previously reported as "Other Capital Funds".




4/19 Arizona Auditor General's Office SCHEDULE
Page 86 C Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Other Financing Sources/ and Interfund Transfers
Fiscal Year 2021-22
(In Thousands)

OTHER FINANCING INTERFUND TRANSFERS
2021-22 2021-22
FUND SOURCES IN
GENERAL FUND
General Fund $ 1,000 $ $ 1,021,547 $ 131,740
Parks and Recreation 93,358
Library 2,119 2,546
Cable Communications 6,431

Total General Fund $ 1,000 $ $ 1,117,024 $ 140,717

SPECIAL REVENUE FUNDS
Excise $ $ $ $ 1,516,161
City Improvement 71,447 1,026
Neighborhood Protection 40,214 753
2007 Public Safety Expansion 80,428 1,423
Public Safety Enhancement 24,706 416
Parks and Preserves 40,369 193
Capital Construction 236 7,370
Court Awards 2
Transportation 2050 274,396 21,192
Development Services 14 4,440
Highway User Revenue 691 892
Sports Facilities 1 16,604 15,415
Regional Transit 14
Regional Wireless Cooperative 9
Other Restricted 32 34,824 7,541
Community Reinvestment 1 4,845 2,221
Grant Funds 74 274

Total Special Revenue Funds $ 1,074 $ $ 595,203 $ 1,571,947

DEBT SERVICE FUNDS
Secondary Property Tax $ 650 $ $ 5,379 $

Total Debt Service Funds $ 650 $ $ 5,379 $

CAPITAL PROJECTS FUNDS
Aviation Bonds $ $ $ $ 14,975
Capital Reserves 19,259 9
Water Bonds 200,000
Other Bonds 1,026 1,026
Transportation 2050 Bonds 500,000
Customer Facility Charges 28,601

Total Capital Projects Funds $ 700,000 $ $ 20,285 $ 44,611

ENTERPRISE FUNDS
Aviation $ 1,781 $ $ 32,747 $ 10,290
Water 2,099 17,737 46,103
Wastewater 1,222 30,004 47,712
Solid Waste 268 9,802
Convention Center 61 57,196 3,801

Total Enterprise Funds $ 5,431 $ $ 137,684 $ 117,708

TOTAL ALL FUNDS $ 708,155 $ $ 1,875,575 $ 1,874,983



4/19 Arizona Auditor General's Office SCHEDULE
Page 87 D Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Expenditures/Expenses by Fund
Fiscal Year 2021-22
(In Thousands)


ADOPTED EXPENDITURE/
BUDGETED EXPENSE ACTUAL BUDGETED
EXPENDITURES/ ADJUSTMENTS EXPENDITURES/ EXPENDITURES/
EXPENSES APPROVED EXPENSES* EXPENSES
FUND/DEPARTMENT 2020-21 2020-21 2020-21 2021-22
GENERAL FUND
General: $ $ $ $
General Government 150,096 30,000 161,835 168,223
Criminal Justice 37,540 (200) 36,684 39,858
Public Safety 944,681 (5,200) 920,821 999,730
Transportation 20,762 2,800 23,186 23,476
Community Development 24,761 400 25,056 29,344
Community Enrichment 26,837 26,744 29,069
Environmental Services 18,799 3,200 21,670 24,482
Contingencies 55,596 123,219
Unassigned Vacancy Savings (18,600) 10,000 (8,677) (11,000)
Capital Budget 18,688 10,300 27,551 24,052

Parks and Recreation
Operating 101,808 (3,200) 95,701 108,229
Contingencies 945
Capital 3,200 3,000

Library
Operating 40,896 40,026 43,865
Capital 955 955 955

Cable Communications 2,794 2,696 3,169

Total General Fund $ 1,425,613 $ 51,300 $ 1,377,249 $ 1,607,618
SPECIAL REVENUE FUNDS
$ $ $ $

Arizona Highway User Revenue
Operating 81,659 1,700 81,714 89,856
Capital 87,484 (1,700) 71,585 85,482

Capital Construction
Operating 167 140 140
Capital 21,570 9,253 20,380

City Improvement 74,837 58,706 70,421

Community Reinvestment
Operating 1,931 300 2,181 2,128
Capital 6,604 (300) 2,470 7,734

Court Awards
Operating 5,760 4,393 5,464
Capital

Development Services
Operating 67,555 66,475 74,906
Contingencies 5,000 7,000
Capital 14,862 11,713 4,451

Federal Community Development
Operating 42,697 40,890 58,187
Capital 10,678 1,978 12,394

Federal & State Grants
Operating 327,486 (124,700) 148,089 502,000
Capital 100 69 10,225

Federal Transit



4/19 Arizona Auditor General's Office SCHEDULE
Page 88 E Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Expenditures/Expenses by Fund
Fiscal Year 2021-22
(In Thousands)


ADOPTED EXPENDITURE/
BUDGETED EXPENSE ACTUAL BUDGETED
EXPENDITURES/ ADJUSTMENTS EXPENDITURES/ EXPENDITURES/
EXPENSES APPROVED EXPENSES* EXPENSES
FUND/DEPARTMENT 2020-21 2020-21 2020-21 2021-22
Operating 98,178 4,300 100,458 161,955
Capital 82,732 (4,300) 41,891 78,801

Golf Course
Operating 5,604 2,000 7,364 6,224
Capital 593 1,300 1,793

HOPE VI Grant
Operating 4,975 4,388 5,370
Capital 9,745 9,745

Human Services Grants 58,963 39,500 96,447 86,581

Neighborhood Protection
Operating 40,707 39,700 45,671
Capital

Other Restricted Funds
Fees and Contributions 61,948 52,701 66,468
Capital 15,747 7,708 12,718

Parks and Preserves
Operating 6,251 5,929 6,479
Capital 68,566 28,178 66,212

Public Housing
Operating 105,249 101,045 98,858
Capital 14,969 5,198 13,894

Public Safety Enhancement
Operating 30,294 28,896 30,482
Capital

Public Safety Expansion
Operating 81,177 900 82,043 96,706
Capital

Public Transit (RPTA)
Operating 15,364 300 15,364 24,998
Capital 18,710 (300) 8,997 13,961

Regional Wireless Cooperative 5,118 900 5,947 5,485

Sports Facilities
Operating 3,173 3,120 2,690
Contingencies 20,000 20,000
Capital 7,060 400 7,060 2,393

Transportation 2050
Operating 163,905 (40,000) 120,323 87,311
Contingencies 4,000 4,000
Capital 107,267 68,300 167,201 308,724
$ $ $ $
Total Special Revenue Funds $ 1,778,585 $ (51,300) $ 1,431,408 $ 2,206,494
DEBT SERVICE FUNDS
$ $ $ $
Secondary Property Tax and G.O. 129,497 128,846 129,714

Total Debt Service Funds $ 129,497 $ $ 128,846 $ 129,714
CAPITAL PROJECTS FUNDS



4/19 Arizona Auditor General's Office SCHEDULE
Page 89 E Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Expenditures/Expenses by Fund
Fiscal Year 2021-22
(In Thousands)


ADOPTED EXPENDITURE/
BUDGETED EXPENSE ACTUAL BUDGETED
EXPENDITURES/ ADJUSTMENTS EXPENDITURES/ EXPENDITURES/
EXPENSES APPROVED EXPENSES* EXPENSES
FUND/DEPARTMENT 2020-21 2020-21 2020-21 2021-22
$ $ $ $
Arts and Cultural Facilities 903 902
Aviation 312,790 115,714 222,906
Economic Development 122,000 95,659
Facilities Management 27,340 1,676 9,197
Finance 8,000
Fire Protection 20,271 4,647 25,870
Housing 12,116 1,207 11,949
Human Services 600 600
Information Technology 13,395 7,218 9,651
Libraries 8,530 4,666
Neighborhood Services 53
Non-Departmental Capital 102,792 63,678 103,118
Parks, Recreation and Mtn Preserves 17,573 530 15,676
Phoenix Convention Center 1,780 1,780
Police Protection 11,016 24,412
Public Art Program 5,736 1,236 4,455
Public Transit 976,241 80,204 70,579
Regional Wireless Cooperative 7,325 1,325 6,001
Solid Waste Disposal 21,553 1,051 21,611
Street Transportation and Drainage 144,125 134,169 163,821
Wastewater 281,408 47,686 179,044
Water 511,633 421,660 275,108


Total Capital Projects Funds $ 2,599,180 $ $ 979,440 $ 1,157,566
ENTERPRISE FUNDS
$ $ $ $

Aviation
Operating 557,457 479,478 440,249
Contingencies 20,000 20,000
Capital 126,151 30,820 126,993

Convention Center
Operating 80,325 69,642 66,643
Contingencies 3,000 3,000
Capital 14,706 5,344 15,480

Solid Waste
Operating 176,097 173,946 185,874
Contingencies 1,000 1,000
Capital 9,833 8,138 11,278

Wastewater
Operating 187,595 183,026 187,351
Contingencies 3,500 12,500
Capital 32,262 32,039 71,659

Water
Operating 373,106 366,701 403,313
Contingencies 12,000 12,000
Capital 89,733 61,496 125,355

Total Enterprise Funds $ 1,686,765 $ $ 1,410,629 $ 1,682,695
REAPPROPRIATION FUNDS
$ $ $ $

General
General Government 13,262 8,712 25,379



4/19 Arizona Auditor General's Office SCHEDULE
Page 90 E Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Expenditures/Expenses by Fund
Fiscal Year 2021-22
(In Thousands)


ADOPTED EXPENDITURE/
BUDGETED EXPENSE ACTUAL BUDGETED
EXPENDITURES/ ADJUSTMENTS EXPENDITURES/ EXPENDITURES/
EXPENSES APPROVED EXPENSES* EXPENSES
FUND/DEPARTMENT 2020-21 2020-21 2020-21 2021-22
Criminal Justice 840 538 1,261
Public Safety 26,407 17,049 32,634
Transportation 1,522 355 5,336
Environmental Services 32,093 17,343 21,400
Community Development 652 489 1,069
Community Enrichment 1,918 1,406 2,266
Capital Improvements 2,095 2,273 4,367 5,643

Library
Community Enrichment 5,654 2,339 5,886
Parks and Recreation
Community Enrichment 15,918 4,338 15,654
Cable Communications
General Government 280 62 177
Arizona Highway User Revenue
Street and Highway purposes 87,387 55,334 79,595
Aviation
Transportation 186,378 112,281 99,990
Capital Construction
Capital Improvements 7,473 3,046 8,874
City Improvement Operating
Debt Service 32 260
Community Reinvestment
Community Development 2,112 142 3,444
Court Awards
Criminal Justice 1,385 551 1,557
Development Services
Community Development 29,023 17,185 28,318
Federal and State Grants
Operating grants 15,292 13,683 8,801
Federal Community Development
Community Development 16,978 1,570 27,722
Federal Transit
Transportation 69,589 47,020 26,289
Golf
Community Enrichment 535 216 2,345
HOPE Grant
Community Development 2,733 549 2,711
Human Services
Community Enrichment 10,947 923 34,086
Neighborhood Protection
Public Safety 1,678 921 2,472
Other Restricted
Community Development 38,555 4,478 37,184
Parks and Preserves
Capital Improvements 45,819 34,121 33,415
Phoenix Convention Center
Community Enrichment 21,434 4,639 15,506
Public Housing
Community Development 17,907 663 22,138
Public Safety Enhancement Funds
Public Safety 1,275 801 59
Public Safety Expansion Funds
Public Safety 2,902 911 282
Regional Transit Authority
Transportation 11,516 5,244 45,499
Regional Wireless Cooperative
General Government 2,510 202 3,508
Solid Waste
Environmental Services 45,343 24,720 49,739
Sports Facilities



4/19 Arizona Auditor General's Office SCHEDULE
Page 91 E Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Expenditures/Expenses by Fund
Fiscal Year 2021-22
(In Thousands)


ADOPTED EXPENDITURE/
BUDGETED EXPENSE ACTUAL BUDGETED
EXPENDITURES/ ADJUSTMENTS EXPENDITURES/ EXPENDITURES/
EXPENSES APPROVED EXPENSES* EXPENSES
FUND/DEPARTMENT 2020-21 2020-21 2020-21 2021-22
Community Enrichment 7,349 6,021 5,785
Transit 2000
Transportation 623
Transportation 2050
Transportation 127,383 (2,273) 34,974 282,597
Wastewater
Environmental Services 75,670 42,277 89,437
Water
Environmental Services 115,874 72,488 117,200

Capital
1988 Parks, Recreation, Facilities, Library Bonds 3,963 3,527 5,322
2001 Educational, Youth and Cultural Facility Bonds 68 9 15
2001 Neighborhood Protection & Senior Center Bonds 371 48 34
2006 Affordable Housing & Neighborhood Bonds 207 153 131
2006 Library, Senior & Cultural Center Bonds 5
2006 Parks & Recreation Bonds 3,294 3,294 5,240
2006 Police and Fire Protection Bonds 110 69 32
2006 Police, Fire and Computer Technology Bonds 557 2
2006 Street & Storm Sewer Improvement Bonds 7 5
Aviation Capital 476,041 366,889 318,481
Capital Reserves 692 425 800
City Improvement 56,721 29,849 105,059
CPBC - Senior Lien Excise Tax 18,720 9,658 7,050
Development Impact Fees 20,906 17,874 34,822
Multi-City Wastewater Capital 32,039 30,023 43,204
Public Housing Capital 148 109
Regional Wireless Cooperative Capital 6,002 362
Solid Waste Capital 2,240 1,369 364
Streets Capital 16,036 8,438 53,418
Transit Capital 65,473 48,721
Wastewater Capital 139,979 115,823 100,448
Water Capital 323,512 257,467 521,242


Total Reappropriation Funds $ 2,213,434 $ $ 1,435,601 $ 2,341,651
TOTAL ALL FUNDS $ 9,833,074 $ $ 6,763,173 $ 9,125,738

* Includes actual expenditures/expenses recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared, plus
estimated expenditures/expenses for the remainder of the fiscal year.




4/19 Arizona Auditor General's Office SCHEDULE
Page 92 E Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Expenditures/Expenses by Department
Fiscal Year 2021-22
(In Thousands)

ADOPTED EXPENDITURE/
BUDGETED EXPENSE ACTUAL BUDGETED
EXPENDITURES/ ADJUSTMENTS EXPENDITURES/ EXPENDITURES/
EXPENSES APPROVED EXPENSES* EXPENSES
DEPARTMENT/FUND 2020-21 2020-21 2020-21 2021-22

Community Development: $ $ $ $
Arizona Highway Users Revenue 15 15
Aviation 75 75 75
Community Development 50,843 (3,630) 36,748 68,938
Community Reinvestment 8,535 4,651 9,862
Convention Center 588 532 504
Development Services 82,053 (800) 77,325 78,554
Federal and State Grants 8,988 27,000 35,880 21,302
General 24,761 10,800 35,556 29,344
Hope VI 14,594 4,280 14,989
Neighborhood Protection 400 237 261
Other Restricted 14,521 10,921 13,904
Public Housing 120,128 (10) 106,144 112,652
Sports Facilities 2,786 400 2,765 677
Water 31 31 31

Department Total $ 328,318 $ 33,760 $ 315,146 $ 351,109

Community Enrichment: $ $ $
Arizona Highway Users Revenue 2,562 1,918 617
Aviation 157 3 6
Capital Construction 40
Community Development 2,301 3,600 5,866 1,370
Convention Center 72,290 (10) 53,745 60,788
Federal and State Grants 18,825 24,600 43,424 37,758
General 27,181 27,087 29,296
Golf Course 6,197 3,300 9,157 6,224
HOPE VI 126 108 126
Human Services Grants 58,963 39,500 96,447 86,581
Library 41,851 40,981 44,820
Other Restricted 5,695 2,871 3,907
Parks and Preserves 74,817 34,107 72,691
Parks and Recreation 101,808 98,701 108,229
Public Housing 89 10 98 100
Sports Facilities 5,205 5,205 2,563
Transportation 2050 783 248 494
Wastewater 155 155 155
Water 225 225 470

Department Total $ 419,230 $ 71,000 $ 420,348 $ 456,235

Criminal Justice: $ $ $
Federal and State Grants 130 110
General 37,541 (200) 36,684 39,858
Other Restricted 2,975 2,956 3,265

Department Total $ 40,516 $ (70) $ 39,749 $ 43,123

Contingencies: $ $ $
Aviation 20,000 20,000
Convention Center 3,000 3,000
Development Services 5,000 7,000

4/19 Arizona Auditor General's Office SCHEDULE
Page 93 F Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Expenditures/Expenses by Department
Fiscal Year 2021-22
(In Thousands)

ADOPTED EXPENDITURE/
BUDGETED EXPENSE ACTUAL BUDGETED
EXPENDITURES/ ADJUSTMENTS EXPENDITURES/ EXPENDITURES/
EXPENSES APPROVED EXPENSES* EXPENSES
DEPARTMENT/FUND 2020-21 2020-21 2020-21 2021-22
General 55,596 123,219
Parks and Recreation 945
Solid Waste 1,000 1,000
Sports Facilities 20,000 20,000
Transportation 2050 4,000 4,000
Wastewater 3,500 12,500
Water 12,000 12,000

Department Total $ 124,096 $ $ $ 203,664

Environmental Services: $ $ $
Aviation 10 5
Capital Construction 70 70 70
Convention Center 10 2
Development Services 23 800 734 480
Federal and State Grants 491 4,740 5,222 362
General 32,574 3,200 34,272 39,429
Other Restricted 4,128 350 4,468 4,149
Solid Waste 168,462 166,760 181,431
Transportation 2050 200 11
Wastewater 147,070 (10) 142,350 186,566
Water 314,329 289,561 372,626

Department Total $ 667,147 $ 9,300 $ 643,455 $ 785,114

General Government: $ $ $
Arizona Highway Users Revenue 236 163 252
Aviation 1,180 831 1,186
Cable 2,794 2,696 3,169
Community Development 231 30 254 273
Convention Center 82 68 68
Court Awards 165 86 58
Development Services 342 129 323
Federal and State Grants 1,879 28,600 30,470 2,550
General 136,065 30,000 165,920 175,521
Other Restricted 2,483 2,419 2,424
Regional Wireless Cooperative 5,118 900 5,947 5,485
Solid Waste 473 346 493
Sports Facilities 639 606 159
Transportation 2050 331 77 290
Wastewater 858 776 900
Water 1,508 1,471 1,921

Department Total $ 154,384 $ 59,530 $ 212,261 $ 195,071

Public Safety: $ $ $
Court Awards 5,594 4,307 5,406
Federal and State Grants 25,281 7,630 32,883 34,222
General 944,681 (5,300) 920,841 1,001,310
Neighborhood Protection 40,308 39,463 45,410
Other Restricted 40,283 (350) 31,626 45,701

4/19 Arizona Auditor General's Office SCHEDULE
Page 94 F Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Expenditures/Expenses by Department
Fiscal Year 2021-22
(In Thousands)

ADOPTED EXPENDITURE/
BUDGETED EXPENSE ACTUAL BUDGETED
EXPENDITURES/ ADJUSTMENTS EXPENDITURES/ EXPENDITURES/
EXPENSES APPROVED EXPENSES* EXPENSES
DEPARTMENT/FUND 2020-21 2020-21 2020-21 2021-22
Public Safety Enhancement 30,293 28,896 30,482
Public Safety Expansion 81,177 900 82,043 96,706
Sports Facilities 1,604 1,604 1,685

Department Total $ 1,169,221 $ 2,880 $ 1,141,663 $ 1,260,923

Transportation: $ $ $
Arizona Highway Users Revenue 166,330 151,218 174,453
Aviation 593,590 (40,010) 382,936 478,694
Capital Construction 21,667 9,323 20,410
Federal and State Grants 72 100 170 30
Federal Transit Authority 180,661 142,349 240,756
General 20,762 2,800 23,186 23,476
Other Restricted 7,108 5,149 5,836
Transit - RPTA 34,075 24,362 38,959
Transportation 2050 270,057 28,100 287,188 395,252

Department Total $ 1,294,322 $ (9,010) $ 1,025,880 $ 1,377,867

Debt: $ $
Aviation 87,856 40,000 126,449 87,281
City Improvement 74,837 58,706 70,421
Convention Center 21,070 20,639 20,763
Secondary Property Tax 129,497 128,846 129,714
Solid Waste 16,745 14,977 15,227
Wastewater 71,775 10 71,783 71,389
Water 146,446 136,908 153,620

Department Total $ 548,226 $ 40,010 $ 558,308 $ 548,415


Non-Departmental $ $
Aviation 750
Convention Center 1,000
Federal and State Grants 271,950 (217,400) 416,000
Federal Transit Authority 250
General** 10,000 (8,677) (11,000)
Other Restricted 500
Solid Waste 250
Water 300

Department Total $ 275,000 $ (207,400) $ (8,677) $ 405,000


$ $ $ $
Capital: 2,599,180 979,440 1,157,566

Department Total $ 2,599,180 $ $ 979,440 $ 1,157,566

$ $ $ $
Reappropriation: 2,213,434 1,435,601 2,341,651

4/19 Arizona Auditor General's Office SCHEDULE
Page 95 F Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Expenditures/Expenses by Department
Fiscal Year 2021-22
(In Thousands)

ADOPTED EXPENDITURE/
BUDGETED EXPENSE ACTUAL BUDGETED
EXPENDITURES/ ADJUSTMENTS EXPENDITURES/ EXPENDITURES/
EXPENSES APPROVED EXPENSES* EXPENSES
DEPARTMENT/FUND 2020-21 2020-21 2020-21 2021-22

Department Total $ 2,213,434 $ $ 1,435,601 $ 2,341,651


Total All Departments $ 9,833,074 $ $ 6,763,173 $ 9,125,738




* Includes actual expenditures/expenses recognized on the modified accrual or accrual basis as of the date the
proposed budget was prepared, plus estimated expenditures/expenses for the remainder of the fiscal year.
** In prior years, Unassigned Vacancy Savings were included in General Government General Funds.




4/19 Arizona Auditor General's Office SCHEDULE
Page 96 F Official City/Town Budget Forms
CITY OF PHOENIX, ARIZONA
Full-Time Employees and Personnel Compensation
Fiscal Year 2021-22
(In Thousands)

Total Estimated
Full-Time Employee Salaries Other Benefit Personnel
Equivalent (FTE) and Hourly Costs Retirement Costs Healthcare Costs Costs Compensation
FUND 2021-22 2021-22 2021-22 2021-22 2021-22 2021-22

GENERAL FUND
General 7,457 $ 664,737 $ 324,008 $ 98,005 $ 102,697 = 1,189,447
Library 389 19,582 4,222 2,332 3,360 29,495
Parks and Recreation 931 42,357 10,199 7,039 7,344 66,940
Cable Communications 19 1,732 514 199 347 2,793
Total General Fund 8,796 $ 728,409 $ 338,944 $ 107,575 $ 113,748 = 1,288,675

SPECIAL REVENUE FUNDS
Arizona Highway User Revenue 683 $ 39,951 $ 14,168 $ 8,536 $ 8,382 = 71,037
Community Reinvestment 3 350 106 28 62 546
Development Services 440 34,223 10,575 5,719 6,082 56,598
Federal Community Development 78 5,889 1,778 1,013 1,143 9,823
Federal and State Grants 197 10,617 4,455 1,984 1,933 18,989
Golf Course 32 1,398 226 98 207 1,930
Page 97 HOPE VI 15 710 151 147 199 1,207
Human Services 173 8,733 2,837 1,904 1,787 15,261
Neighborhood Protection 283 19,910 13,574 2,731 2,702 38,918
Other Restricted 119 9,235 2,881 1,504 1,802 15,422
Parks and Preserves 78 3,700 911 601 717 5,929
Public Safety Enhancement 266 17,633 8,800 2,554 2,752 31,740
Public Safety Expansion 687 54,917 34,689 7,609 7,179 104,394
Public Housing 70 4,969 1,507 890 916 8,283
Regional Wireless Cooperative 4 349 93 48 78 569
Transportation 2050 121 9,760 3,202 1,445 1,998 16,404
Total Special Revenue Funds 3,248 $ 222,344 $ 99,953 $ 36,812 $ 37,941 = 397,051

ENTERPRISE FUNDS
Aviation 892 $ 55,007 $ 89,864 $ 11,660 $ 12,140 = 168,671
Convention Center 218 11,584 3,472 1,902 2,450 19,408
Solid Waste 635 37,542 11,920 8,314 6,581 64,356
Wastewater 339 21,822 2,818 4,507 4,326 33,472
Water 1,151 73,345 24,399 14,595 15,094 127,433
Total Enterprise Funds 3,235 $ 199,300 $ 132,471 $ 40,978 $ 40,591 = 413,341

TOTAL ALL FUNDS 15,278 $ 1,150,053 $ 571,368 $ 185,365 $ 192,281 = 2,099,067




4/19 Arizona Auditor General's Office SCHEDULE G Official City/Town Budget Forms



Report

Convening of Special Meeting of the City Council

In accordance with State statute, this item requests the City Council formally convene
a special meeting for the purpose of considering adoption of the final 2021-22 budget.

Responsible Department
This item is submitted by City Manager Ed Zuercher, Assistant City Manager Jeff
Barton and the Budget and Research Department.




Page 98



Report

Adoption of the Final 2021-22 Operating Funds Budget (Ordinance S-47661)

In compliance with requirements of the City Charter and Code and State statutes,
request to adopt an ordinance (Attachment A) determining and adopting final
estimates of proposed expenditures by the City of Phoenix for the fiscal year beginning
July 1, 2021 and ending June 30, 2022 declaring that such shall constitute a budget of
the City of Phoenix for such fiscal year.

Summary
The final operating funds budget ordinance reflects extensive public review through
phone, email, information posted on the City website and actions taken by the Council
on the budget at the May 18, 2021 Policy meeting and at the June 2, 2021 Formal
meeting to adopt the tentative 2021-22 operating budget ordinance.

Responsible Department
This item is submitted by City Manager Ed Zuercher, Assistant City Manager Jeff
Barton and the Budget and Research Department.




Page 99
Attachment A

THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE




ORDINANCE S-


AN ORDINANCE DETERMINING AND ADOPTING FINAL
ESTIMATES OF PROPOSED EXPENDITURES BY THE
CITY OF PHOENIX FOR THE FISCAL YEAR BEGINNING
JULY 1, 2021, AND ENDING JUNE 30, 2022; DECLARING
THAT SUCH SHALL CONSTITUTE A BUDGET FOR THE
CITY OF PHOENIX FOR SUCH FISCAL YEAR.

_____________


WHEREAS, pursuant to the provisions of the laws of Arizona, the Charter

and Ordinances of the City of Phoenix, the City Council is required to adopt a budget for

the fiscal year beginning July 1, 2021, and ending June 30, 2022; and

WHEREAS, by the provisions of the City Charter and in compliance with

the provisions of A.R.S. §§ 42-17101, 17102, 17103, 17104, 17105, 17106, 17107, and

17108, the City Council did on the 2nd day of June, 2021, adopt and file with the City

Clerk its tentative budget including an estimate of the different amounts required to

meet the public expense for the ensuing year, also an estimate of revenues from

sources other than direct taxation, and the amount to be raised by taxation upon real

and personal property within the City of Phoenix; and




Page 100
WHEREAS, due notice has been given by the City Clerk as required by

law, the said tentative budget is on file and open to inspection by anyone interested;

and

WHEREAS, in accordance with law and following due public notice the

Council met on the 16th day of June, 2021, at which meeting any taxpayer was

privileged to appear and be heard in favor of or against any of the proposed

expenditures or tax levies; and

WHEREAS, publication has been duly made as required by law, of said

estimates together with a notice that the City Council will meet on the 1st day of July,

2021, at the hour of 10:00 a.m. in the City Council Chambers of the City of Phoenix,

200 West Jefferson St., Phoenix, Arizona for the purpose of making tax levies as set

forth in said estimates; and

WHEREAS, the sums to be raised by primary taxation, as specified

herein, do not in the aggregate amount exceed that amount as computed pursuant to

A.R.S. § 42-17102;

NOW THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY

OF PHOENIX as follows:

SECTION 1. The City Council has determined and adopted the following

estimates of the proposed expenditures therein named and set forth for the conduct of

the business of the City government of the City of Phoenix for the fiscal year beginning

July 1, 2021, and ending June 30, 2022, and that the same shall constitute the official

annual budget of the City for said fiscal year.




Page 101
CITY OF PHOENIX, ARIZONA
PURPOSES OF PROPOSED PUBLIC EXPENSE

Amount of Appropriation
Purpose 2021-2022

GENERAL FUNDS
General Government $168,222,524
Public Safety 999,730,206
Criminal Justice 39,858,267
Transportation 23,476,431
Community Development 29,344,401
Community Enrichment 29,069,292
Environmental Services 24,481,917
Contingencies 123,219,420
Unassigned Vacancy Savings (11,000,000)
Capital Improvements 24,052,012

Total General Funds $1,450,454,470


PARKS AND RECREATION FUNDS
Parks and Recreation Operations and Maintenance. $108,229,050

Contingencies 945,000

Total Parks and Recreation Funds $109,174,050

LIBRARY FUNDS
Library Operations and Maintenance, and Capital $44,820,358
Improvements.

CABLE COMMUNICATION FUNDS
Cable Communication Operations and Maintenance. $3,168,877

ARIZONA HIGHWAY USER REVENUE FUNDS
Street Maintenance, Major Street Improvements, Traffic $175,337,671
Improvements and other Street Improvements.

AVIATION FUNDS
Aviation Operations and Maintenance, Debt Service and
Capital Improvement Expenditures. $567,241,921




Page 102
Amount of Appropriation
Purpose 2021-2022

Contingencies 20,000,000

Total Aviation Funds $587,241,921

CAPITAL CONSTRUCTION FUNDS
Capital Improvements in the Street Transportation and $20,519,777
Environmental Programs, and related Operations and
Maintenance.

CITY IMPROVEMENT FUND
Debt Service Payments for Transit Facilities and $70,420,934
Improvements; Vehicles; Downtown Arena; Municipal
Court Building; IGC/TGen Facility; City Hall; Public
Safety Communication Systems; Property Acquisitions;
Security Access Control; Adams Street and Other
Garages; LED Streetlight Conversion; Telephone
System and Data Network Replacement; Street
Improvements; Amphitheater; Personnel Building;
Elevator Rehabilitation; ASU College of Nursing; Police
Training Academy and Precincts; City Technology
Upgrades; Local Alcohol Rehabilitation Center;
Miscellaneous Redevelopment Projects; Other
Equipment, Office, Service and Training Facilities and
Improvements.

COMMUNITY REINVESTMENT FUNDS
Community Reinvestment Operations and Maintenance, $9,862,269
and Capital Improvement Expenditures.

COURT AWARD FUNDS
Criminal Justice Programs. $5,463,755

DEVELOPMENT SERVICES FUNDS
Development Services Operations and Maintenance, $79,357,250
and Capital Improvement Expenditures.

Contingencies 7,000,000

Total Development Services Funds $86,357,250




Page 103
Amount of Appropriation
Purpose 2021-2022

FEDERAL COMMUNITY DEVELOPMENT FUNDS
Community Development Program. $70,581,150

FEDERAL OPERATING TRUST FUNDS
Federal and State Grant Programs. $512,224,775

FEDERAL TRANSIT FUND
Transit Operations and Maintenance, and Capital $240,755,810
Improvement Expenditures.

GOLF COURSE FUNDS
Golf Course Operations and Maintenance, and Capital $6,223,650
Improvement Expenditures.

HOPE VI FEDERAL GRANT FUNDS $15,115,075

HUMAN SERVICES FEDERAL TRUST FUNDS
Human Services Program. $86,581,471

NEIGHBORHOOD PROTECTION FUNDS
Eligible Police, Fire, and Block Watch Operations and $45,671,187
Maintenance Expenditures Funded with Privilege
License and Excise Taxes in accordance with Ordinance
G-3696.

OTHER RESTRICTED FUNDS
Other Restricted Funds Operations and Maintenance, $79,185,939
and Capital Improvement Expenditures.

PARKS AND PRESERVES FUNDS
Parks and Preserves Operations and Maintenance, and $72,691,141
Capital Improvement Expenditures Funded with
Privilege License and Excise Taxes in accordance with
the Phoenix Parks and Preserves initiative approved by
the Phoenix voters in a ballot measure on May 20, 2008.

PHOENIX CONVENTION CENTER FUNDS
Phoenix Convention Center Operations and $82,123,372
Maintenance, Debt Service, and Capital Improvement
Expenditures.




Page 104
Amount of Appropriation
Purpose 2021-2022

Contingencies 3,000,000

Total Phoenix Convention Center Funds $85,123,372

PUBLIC HOUSING FUNDS
Public Housing Operations and Maintenance, and $112,751,559
Capital Improvement Expenditures.

PUBLIC SAFETY ENHANCEMENT FUNDS
Police, Fire, and Emergency Management Operations $30,481,955
and Maintenance Expenditures Funded with Privilege
License and Excise Taxes in accordance with Ordinance
S-31877.

PUBLIC SAFETY EXPANSION FUNDS
Police and Fire Personnel and Service Expansion $96,706,039
Funded with Privilege License and Excise Taxes in
accordance with Ordinance G-4987.

REGIONAL TRANSIT FUNDS
Regional Transportation Operations and Maintenance, $38,959,335
and Capital Improvement Expenditures.

REGIONAL WIRELESS COOPERATIVE FUNDS
Operations and Maintenance of the Regional Wireless $5,484,955
Cooperative.

SECONDARY PROPERTY TAX FUNDS
Debt Service on and Early Redemption of Outstanding $129,714,319
Bonds and Long-Term Obligations.

SOLID WASTE FUNDS
Solid Waste Operations and Maintenance, Debt Service $197,151,493
and Capital Improvement Expenditures.

Contingencies 1,000,000

Total Solid Waste Funds $198,151,493




Page 105
Amount of Appropriation
Purpose 2021-2022

SPORTS FACILITIES FUNDS
Sports Facilities Operations and Maintenance, and $5,082,877
Capital Improvement Expenditures

Contingencies 20,000,000

Total Sports Facilities Funds $25,082,877

TRANSPORTATION 2050 FUNDS
Transit and Streets Operations and Maintenance, and $396,035,691
Capital Improvement Expenditures Funded with
Privilege License and Excise Taxes in accordance with
Ordinance G-6051.

Contingencies 4,000,000

Total Transportation 2050 Funds $400,035,691

WASTEWATER SYSTEM FUNDS
Wastewater System Operations and Maintenance, Debt $259,010,031
Service and Capital Improvement Expenditures.

Contingencies 12,500,000

Total Wastewater Funds $271,510,031

WATER FUNDS
Water System Operations and Maintenance, Debt $528,668,231
Service and Capital Improvement Expenditures.

Contingencies 12,000,000

Total Water Funds $540,668,231

TOTAL APPROPRIATIONS 2021-2022 $5,626,521,387




Page 106
SECTION 2. Upon the approval of the City Manager, funds may be

transferred within purposes set forth in Section 1, or within the purposes of separately

adopted portions of this budget.

SECTION 3. Upon recommendation by the City Manager and with the

approval of the City Council, expenditures may be made from the appropriation for

contingencies.

SECTION 4. In the case of an emergency, the City Council may authorize

the transfer of funds between purposes set forth in Section 1, if funds are available and

the transfer does not conflict with the limitations provided by law (A.R.S. § 42-17106).

SECTION 5. The City Council may authorize appropriation increases, if

funds are available, for purpose of expenditures that are exempt from the limitation

provided in Article IX, Section 20, Constitution of Arizona.

SECTION 6. Money from any fund may be used for any of these

purposes set forth in Section 1, except money specifically restricted by State law or by

City Charter or City ordinances and resolutions.

PASSED by the Council of the City of Phoenix on this 16th day of

June, 2021.




_________________________________________

MAYOR




Page 107
ATTEST:


, City Clerk


APPROVED AS TO FORM:


, Acting City Attorney

REVIEWED BY:


, City Manager




Page 108



Report

Adoption of the Final 2021-22 Capital Funds Budget (Ordinance S-47690)

In compliance with requirements of the City Charter and Code and State statutes,
request to adopt an ordinance (Attachment A) adopting the final Capital Funds
Budget for the City of Phoenix for the fiscal year 2021-22.

This adopts the final 2021-22 Capital Funds Budget for the fiscal year beginning July
1, 2021 and ending June 30, 2022. This capital funds appropriation will be funded by
property tax and revenue supported bond proceeds, federal and state participation
funds, passenger facility charges, customer facility charges, participation by other
governmental entities in certain projects, development impact fees, capital grants,
capital reserves, solid waste remediation funds and other capital funding sources.

Concurrence/Previous Council Action
The final Capital Funds Budget ordinance reflects actions taken by Council at the June
2, 2021 Formal meeting to adopt the tentative budget ordinances and is consistent
with the Five-Year Capital Improvement Program resolution approved by Council at the
June 2, 2021 Formal meeting.

Responsible Department
This item is submitted by City Manager Ed Zuercher, Assistant City Manager Jeff
Barton and the Budget and Research Department.




Page 109
ATTACHMENT A

THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE


ORDINANCE S-#####


AN ORDINANCE ADOPTING THE FINAL CAPITAL FUNDS
BUDGET FOR THE CITY OF PHOENIX FOR THE FISCAL
YEAR BEGINNING JULY 1, 2021 AND ENDING JUNE 30,
2022; DECLARING THAT SUCH SHALL CONSTITUTE THE
CAPITAL FUNDS BUDGET FOR THE CITY OF PHOENIX
FOR SUCH FISCAL YEAR.


_____________


BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX as

follows:

SECTION 1. The schedule set forth as Section 2 below is hereby adopted

as the final 2021-22 Capital Funds Budget for capital improvements to be made from

authorized property tax and revenue supported bond proceeds, nonprofit corporation

bond financing, federal and state participation funds, passenger facility charges,

customer facility charges, participation by other governmental entities in certain

projects, development impact fees, capital grants, capital reserves, solid waste

remediation funds and other capital funding sources, for the year beginning July 1, 2021

and ending June 30, 2022.

SECTION 2. This Council has determined and adopted the following

estimates of proposed Capital expenditure improvements for the various purposes

therein named for the fiscal year beginning July 1, 2021 and ending June 30, 2022.




Page 110
Appropriation
Amount
Purpose 2021-22

ARTS AND CULTURAL FACILITIES

2001 General Obligation Bonds $902,484

AVIATION

Aviation Bonds, Capital Grants, Passenger Facility Charges $222,906,187

FACILITIES MANAGEMENT

Other Bonds, Other Capital $9,197,423

FINANCE

Other Bonds $8,000,000

FIRE PROTECTION

Impact Fees, Other Bonds $25,869,988

HOUSING

Capital Grants $11,949,126

HUMAN SERVICES

2006 General Obligation Bonds $600,000

INFORMATION TECHNOLOGY

Other Bonds $9,650,699

LIBRARIES

Impact Fees $4,666,283




Page 111
Appropriation
Amount
Purpose 2021-22

NON-DEPARTMENTAL CAPITAL

Customer Facility Charges, Federal, State and Other Participation, $103,117,628
Passenger Facility Charges, Transportation 2050 Bonds, Water
Bonds

PARKS, RECREATION & MOUNTAIN PRESERVES

Capital Grants, Capital Reserves, Impact Fees $15,675,874

POLICE PROTECTION

2006 General Obligation Bonds, Capital Reserves, Impact Fees $24,412,000

PUBLIC ART PROGRAM

Aviation Bonds, Passenger Facility Charges, Solid Waste Bonds, $4,455,255
Wastewater Bonds, Water Bonds

PUBLIC TRANSIT

Capital Grants, Transportation 2050 Bonds $70,578,680

REGIONAL WIRELESS COOPERATIVE

Other Cities' Share in Joint Ventures $6,001,000

SOLID WASTE DISPOSAL

Capital Reserves, Solid Waste Bonds, Solid Waste Remediation $21,610,760




Page 112
Appropriation
Amount
Purpose 2021-22

STREET TRANSPORTATION & DRAINAGE

2006 General Obligation Bonds, Federal, State and Other $163,820,559
Participation, Impact Fees, Transportation 2050 Bonds

WASTEWATER

Impact Fees, Other Cities' Share in Joint Ventures, Wastewater $179,044,203
Bonds

WATER

Impact Fees, Other Cities' Share in Joint Ventures, Water Bonds $275,107,856



TOTAL $1,157,566,005




SECTION 3. Upon the approval of the City Manager, funds may be

transferred within purposes set forth in Section 2.

SECTION 4. The City Council may authorize appropriation increases, if

funds are available, for purpose of expenditures that are exempt from the limitation

provided in Article IX, Section 20, Constitution of Arizona.




Page 113
PASSED by the Council of the City of Phoenix this 16th day of June,
2021.



_________________________________________

MAYOR




ATTEST:


City Clerk

APPROVED AS TO FORM:


Acting City Attorney

REVIEWED BY:


City Manager




Page 114



Report

Adoption of the Final 2021-22 Reappropriated Funds Budget (Ordinance S-
47662)

In compliance with requirements of the City Charter and Code and State statutes,
request to adopt an ordinance (Attachment A) adopting the final reappropriation
budget for items of expenditure previously adopted as part of the 2020-21 fiscal year
operating and capital fund budgets of the City of Phoenix but remaining as
unexpended funds as of June 30, 2021.

Concurrence/Previous Council Action
The reappropriated funds budget ordinance reflects the action taken at the June 2,
2021 Formal meeting to adopt the tentative 2021-22 reappropriated funds budget
ordinance.

Responsible Department
This item is submitted by City Manager Ed Zuercher, Assistant City Manager Jeff
Barton and the Budget and Research Department.




Page 115
Attachment A

THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE




ORDINANCE S-


AN ORDINANCE ADOPTING THE FINAL
REAPPROPRIATION BUDGET FOR ITEMS OF
EXPENDITURE PREVIOUSLY ADOPTED AS PART OF
THE 2020-2021 FISCAL YEAR OPERATING AND CAPITAL
FUND BUDGETS OF THE CITY OF PHOENIX BUT
REMAINING AS UNEXPENDED FUNDS AS OF
JUNE 30, 2021.


_____________


WHEREAS, the City of Phoenix adopts, pursuant to state law, an annual

budget consisting of operating funds and capital funds for expenditure in each fiscal

year, and did so for the fiscal year 2020-2021; and

WHEREAS, the requirements of planning and contracting for the

acquisition of goods and services requires in many instances that the contracts for such

goods and services cannot be immediately executed; and

WHEREAS, there remains from said items budgeted for the fiscal year

2020-2021 substantial amounts represented by executed but unfulfilled contracts; and




Page 116
WHEREAS, the City Charter directs that amounts may be expended by

the City only for goods and services actually received, and may not be expended in

advance of the acquisition of such goods and services; and

WHEREAS, State Budget Law, A.R.S. § 42-17106, and as interpreted by

the Attorney General, demands that no expenditures be made for a purpose not

included in the budget, and no expenditure be made for any debt, obligation or liability

incurred or created in any fiscal year in excess of the amount specified for each purpose

in the budget for such fiscal year as finally adopted; and

WHEREAS, it has become necessary to adopt a reappropriation and

supplemental budget for sums to be expended in the fiscal year 2021-2022 from funds

budgeted for the fiscal year 2020-2021 but remaining unexpended as of the close of the

fiscal year on June 30, 2021.

NOW THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY

OF PHOENIX as follows:

SECTION 1. This Council has determined and adopted the following

estimates of proposed capital and operating fund expenditures as hereinafter set forth

presenting a reappropriation of items previously budgeted for the fiscal year 2020-2021

but remaining unexpended at the close of said fiscal year, and representing amounts

encumbered by means of outstanding contracts as of the close of said fiscal year. That

said amounts and the purposes therefore are set forth in the schedule below as follows:




Page 117
2021-2022 REAPPROPRIATED FUNDS

Fund Amount

OPERATING FUNDS:

General Funds
General Government $25,379,000
Criminal Justice 1,261,000
Public Safety 32,634,000
Transportation 5,336,000
Environmental Services 21,400,000
Community Development 1,069,000
Community Enrichment 2,266,000
Capital Improvements 5,643,000

Total General Funds $94,988,000

Parks and Recreation Funds

Parks and Recreation Operations and Maintenance, and $15,654,000
Capital Improvements.

Library Funds

Library Operations and Maintenance, and Capital
Improvements. $5,886,000

Cable Communication Funds

Cable Communication Operations and Maintenance. $177,000

Arizona Highway User Revenue Funds

Street Maintenance, Major Street Improvements, Traffic $79,595,000
Improvements and Other Street Improvements.




Page 118
Fund Amount

Aviation Funds

Aviation Operations and Maintenance, and Capital $99,990,000
Improvements.

Capital Construction Funds

Capital Improvements in Street Transportation and $8,874,000
Drainage.

City Improvement Operating Funds

Debt Service Related Costs associated with City $260,000
Improvement.

Community Reinvestment Funds

Community Reinvestment Program. $3,444,000

Court Award Funds

Criminal Justice Program. $1,557,000

Development Services Funds

Development Services Operations and Maintenance, and
Capital Improvements. $28,318,000

Federal Community Development Funds

Community Development Program. $27,722,000

Federal Operating Trust Funds

Federal and State Grants. $8,801,000




Page 119
Fund Amount

Federal Transit Funds

Federal Transit Grant Program. $26,289,000

Golf Course Funds

Golf Course Operations and Maintenance, and Capital $2,345,000
Improvements.

HOPE VI Federal Grant Funds

HOPE VI Program. $2,711,000

Human Services Federal Trust Funds

Human Services Program. $34,086,000

Neighborhood Protection Funds

Eligible Police, Fire and Blockwatch Operations and $2,472,000
Maintenance Expenditures Funded with Privilege License
and Excise Taxes in accordance with Ordinance G-3696.

Other Restricted Funds

Other Restricted Funds Operations and Maintenance, and $37,184,000
Capital Improvements.

Parks and Preserves Funds

Parks and Preserves Operations and Maintenance, and $33,415,000
Capital Improvement Expenditures Funded with Privilege
License and Excise Taxes in accordance with the Phoenix
Parks and Preserves initiative approved by the Phoenix
voters in a ballot measure on May 20, 2008.




Page 120
Fund Amount

Phoenix Convention Center Funds

Phoenix Convention Center Operations and Maintenance, $15,506,000
and Capital Improvements.

Public Housing Funds

Public Housing Operations and Maintenance, and Capital $22,138,000
Improvements.

Public Safety Enhancement Funds

Police, Fire, and Emergency Management Operations and $59,000
Maintenance Expenditures Funded with Privilege License
and Excise Taxes in accordance with Ordinance S-31877.

Public Safety Expansion Funds

Police and Fire Personnel and Service Expansion Funded $282,000
with Privilege License and Excise Taxes in accordance
with Ordinance G-4987.

Regional Transit Authority Funds

Regional Transit Operations and Maintenance, and $45,499,000
Capital Improvements.

Regional Wireless Cooperative Funds

Regional Wireless Cooperative Operations and $3,508,000
Maintenance.

Solid Waste Funds

Solid Waste Operations and Maintenance, and Capital $49,739,000
Improvements.




Page 121
Fund Amount

Sports Facilities Funds

Sports Facilities Operations and Maintenance, and Capital $5,785,000
Improvements.

Transportation 2050 Funds

Transit and Streets Operations and Maintenance, and $282,597,000
Capital Improvement Expenditures Funded with Privilege
License and Excise Taxes in accordance with Ordinance
G-6051.

Wastewater System and Multi-City Wastewater Funds

Wastewater System Operations and Maintenance, and $89,437,000
Capital Improvements.

Water Funds

Water System Operations and Maintenance, and Capital $117,200,000
Improvements.

CAPITAL PROJECTS FUNDS:

1988 Parks, Recreation, Facilities, Library Bonds $5,322,000

2001 Educational, Youth and Cultural Facilities Bonds $15,000
Funds

2001 Neighborhood Protection and Senior Center Bond $34,000
Funds

2006 Affordable Housing & Neighborhood Bond Funds $131,000

2006 Parks & Recreation Bond Funds $5,240,000

2006 Police and Fire Protection Bond Funds $32,000




Page 122
Fund Amount

Aviation Capital Funds $318,481,000

Capital Reserve Funds $800,000

City Improvement Capital Funds $105,059,000

Civic Plaza Building Corporation Funds $7,050,000

Development Impact Fee Funds $34,822,000

Multi-City Wastewater Capital Funds $43,204,000

Public Housing Capital Funds $109,000

Regional Wireless Cooperative Capital Funds $362,000

Solid Waste Capital Funds $364,000

Streets Capital Funds $53,418,000

Wastewater Capital Funds $100,448,000

Water Capital Funds $521,242,000


TOTAL $2,341,651,000


SECTION 2. In case of an emergency, the City Council may authorize the

transfer of funds between the purposes set forth in Section 1 above if the funds are

available and the transfer does not conflict with the limitations provided by law under

A.R.S. § 42-17106.

SECTION 3. Money from any fund may be used for any of these




Page 123
purposes set forth hereinabove, except money specifically restricted by state law or by

City Charter or City ordinances and resolutions.



PASSED by the Council of the City of Phoenix this 16th day of June 2021.



_________________________________________

MAYOR

ATTEST:


, City Clerk


APPROVED AS TO FORM:


, Acting City Attorney


REVIEWED BY:


City Manager




Page 124



Report

Amend Ordinance S-46715 Adopting the 2020-21 Annual Budget for Operating
Funds (Ordinance S-47663)

An ordinance (Attachment A) amending Ordinance S-46715 adopting the 2020-21
Annual Budget to authorize reallocating appropriations among lawfully available
appropriations to ensure the continued operation of the City of Phoenix in the payment
of necessary expenses.

Summary
This legally required amendment to the 2020-21 Operating Budget will allow the City to
close out the current fiscal year's budgetary accounts and proceed with the annual
independent audit. This is a standard end-of-year process required to close the books.

State law precludes any expenditure not included in the budget even if additional funds
become available. This means all expenditures require an appropriation. An
appropriation is the formal recognition in the City's official accounting records that the
transfer spending authority between line items in the adopted budget. This does not
represent an actual transfer of funds, but rather, only transfers of spending authority
between specific areas. As a result, the total bottom line budget amount for 2020-21
does not change.

To make sure all planned expenditures have appropriate spending authority, each year
the Budget and Research Department brings to the City Council a request to amend
the original budget amounts between specific areas at the end of each fiscal year. This
is a normal part of the annual budget close-out process. Variances between estimated
and actual expenditures that trigger the need to do these reallocated appropriations
are usually caused by timing differences, such as expenditures originally planned for
the early part of the 2021-22 fiscal year that actually occurred during the 2020-21 fiscal
year. These timing variances can be quite large, especially when dealing with
construction contracts. Allowing for these timing differences in our request for year-end
budget amendments allows for bid awards and payments to vendors to proceed.

The amendments to the 2020-21 Operating Budget require City Council approval to
move spending authority from areas where excess authority is available to other areas


Page 125

where insufficient authority was originally provided due to normal changes during the
year.

Decreases in 2020-21 appropriation authority are requested in the following:

· General Fund Criminal Justice Funds due to minor budgetary savings.
· General Fund Public Safety Funds due primarily to vacancy savings from sworn
positions.
· Federal and State Grant Funds due primarily to the $143.3 million in Coronavirus
Relief Funds not programmed in the budget that were used to offset General
Funded Public Safety salaries as permitted by the Federal guidelines.

Increases in 2020-21 appropriation authority are requested in the following:

· General Fund General Government Funds due to an increase in General Fund
resources resulting from a portion of Coronavirus Relief Funds that was used to
offset Public Safety salaries, as permitted by the Federal guidelines, and which
were used to carry out the City Council adopted plan in response to the COVID-19
pandemic. These increased resources allowed for unplanned spending on
technology projects including distance learning, WiFi access, telework, and e-
government projects as well as both community and employee COVID-19 testing,
resident assistance with City service bills, and PPE supplies for employees.
· General Fund Transportation Funds due to an increase in General Fund resources
resulting from a portion of Coronavirus Relief Funds that was used to offset Public
Safety salaries, as permitted by the Federal guidelines, and which were used to
carry out the City Council adopted plan in response to the COVID-19 pandemic.
These increased resources allowed for unplanned spending on the retrofit of the
City's bus fleet to provide a safety barrier between drivers and passengers.
· General Fund Environmental Services due to an increase in General Fund
resources resulting from a portion of Coronavirus Relief Funds that was used to
offset Public Safety salaries, as permitted by the Federal guidelines, and which
were used to carry out the City Council adopted plan in response to the COVID-19
pandemic. These increased resources allowed for unplanned spending on public
facility retrofit projects.
· General Fund Unassigned Vacancy Savings to account for the assignment of
vacancy savings from Unassigned to General Fund specific programs.
· General Fund Capital Improvement Funds as a result of an unbudgeted acquisition
of property for at-risk veterans' housing utilizing Coronavirus Relief Funds.



Page 126

· Golf Course Funds due to unbudgeted maintenance needs.
· Human Services Grant Funds due to the receipt of Coronavirus Relief Funds in
response to the pandemic that were not included in the original budget.
· Public Safety Expansion Funds due to higher than estimated personal service
costs.
· Regional Wireless Cooperative Funds due to a reduction in credits received from
RWC members.
· Transportation 2050 Funds due to the use of available pay-as-you-go funds in place
of bond funds, as originally planned, allowing issuance of debt to be delayed.
· The following funds to provide for minor year-end variances: General Fund
Community Development and Sports Facilities Funds.

These are balancing measures with a net impact of $0. The total appropriation remains
unchanged.

Responsible Department
This item is submitted by City Manager Ed Zuercher, Assistant City Manager Jeff
Barton and the Budget and Research Department.




Page 127
ATTACHMENT A

THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE




ORDINANCE S-


AN ORDINANCE AMENDING ORDINANCE NO. S-46715
DETERMINING AND ADOPTING ESTIMATES AND
PROPOSED EXPENDITURES BY THE CITY OF PHOENIX
FOR THE FISCAL YEAR BEGINNING JULY 1, 2020 AND
ENDING JUNE 30, 2021, BY REALLOCATING CERTAIN
EXPENDITURES AND APPROPRIATIONS.

______________


WHEREAS, during the fiscal year 2020-2021, the resources in certain

funds will be more than originally anticipated in the 2020-2021 budget, and

WHEREAS, further reallocations of certain expenditures from available

funds are required to ensure the continuing operation of the City of Phoenix and the

payment of necessary expenses;

NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY

OF PHOENIX as follows:

SECTION 1: That pursuant to the provisions of Section 4 and Section 6 of

Ordinance No. S-46715 the City Manager is hereby authorized and empowered to

allocate, and there is hereby appropriated and authorized to be expended, from other

lawfully available funds of the City of Phoenix, the following sums to be included in the

appropriations of the following listed funds by increasing or decreasing the amount




Page 128
previously appropriated from said funds as follows:

(a) Reallocating and increasing the appropriation for General Fund

General Government Funds from $150,096,053 to $180,096,053;

(b) Reallocating and decreasing the appropriation for General Fund

Criminal Justice Funds from $37,540,550 to $37,340,550;

(c) Reallocating and decreasing the appropriation for General Fund

Public Safety Funds from $944,680,555 to $939,480,555;

(d) Reallocating and increasing the appropriation for General Fund

Transportation Funds from $20,762,291 to $23,562,291;

(e) Reallocating and increasing the appropriation for General Fund

Community Development Funds from $24,760,742 to $25,160,742;

(f) Reallocating and increasing the appropriation for General Fund

Environmental Services Funds from $18,798,890 to $21,998,890;

(g) Reallocating and increasing the appropriation for General Fund

Unassigned Vacancy Savings Funds from ($18,600,000) to ($8,600,000);

(h) Reallocating and increasing the appropriation for General Fund

Capital Improvement Funds from $18,687,712 to $28,987,712;

(i) Reallocating and decreasing the appropriation for Federal

Operating Trust Funds from $327,485,851 to $202,885,851;

(j) Reallocating and increasing the appropriation for Golf Course

Funds from $6,196,936 to $9,496,936;

(k) Reallocating and increasing the appropriation for Human Services

Federal Trust Funds from $58,963,098 to $98,463,098;




Page 129
(l) Reallocating and increasing the appropriation for Public Safety

Expansion Funds from $81,176,992 to $82,076,992;

(m) Reallocating and increasing the appropriation for Regional Wireless

Cooperative Funds from $5,117,948 to $6,017,948;

(n) Reallocating and increasing the appropriation for Sports Facilities

Funds from $30,233,498 to $30,633,498;

(o) Reallocating and increasing the appropriation for Transportation

2050 Funds from $275,171,152 to $303,471,152;

(p) Leaving the total appropriation adopted for 2020-2021 unchanged

at $5,020,460,241.



PASSED by the Council of the City of Phoenix this 16th day of June 2021.



_________________________________________

MAYOR

ATTEST:


, City Clerk

APPROVED AS TO FORM:

, Acting City Attorney

REVIEWED BY:


, City Manager




Page 130



Report

Amend Ordinance S-46716 Adopting the 2020-21 Final Reappropriation Budget
(Ordinance S-47664)

An ordinance (Attachment A) amending Ordinance S-46716 adopting the 2020-21
Final Reappropriation Budget to authorize reallocating appropriations among lawfully
available appropriations to ensure the continued operation of the City of Phoenix in the
payment of necessary expenses.

Summary
This amendment to the 2020-21 Final Reappropriation Budget will allow the City to
close out the current fiscal year's budgetary accounts and proceed with the annual
independent audit. This is part of the standard year-end process required to close the
books.

Requested changes to the 2020-21 Reappropriated Funds Budget allow for year-end
timing differences and allow for updated contract payment schedules. The 2020-21
Reappropriated Funds Budget ordinance was required to rebudget funds that were
contractually committed in the prior fiscal year (2019-20) but not yet fully expended in
that fiscal year. Since budget appropriations expire on June 30 of each fiscal year, the
2020-21 Reappropriated Funds Budget ordinance reestablished the appropriations for
payment of vendors as goods and services were received.

These requested reallocations do not represent an actual transfer of funds, but rather,
only a transfer of spending authority. Also, these reallocations do not increase or
decrease the total budget.

Responsible Department
This item is submitted by City Manager Ed Zuercher, Assistant City Manager Jeff
Barton and the Budget and Research Department.




Page 131
Attachment A

THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE




ORDINANCE S-



AN ORDINANCE AMENDING ORDINANCE NO. S-46716
ADOPTING THE FINAL 2020-2021 REAPPROPRIATION
BUDGET FOR ITEMS OF EXPENDITURE PREVIOUSLY
ADOPTED AS PART OF THE OPERATING AND CAPITAL
FUND BUDGETS OF THE CITY OF PHOENIX BUT
REMAINING AS UNEXPENDED AS OF JUNE 30, 2020, BY
REALLOCATING CERTAIN EXPENDITURES AND
REAPPROPRIATIONS.


______________



WHEREAS, during the fiscal year 2020-2021, the resources in certain

funds will be more than originally anticipated in the 2020-2021 budget; and

WHEREAS, further reallocations of certain expenditures from available

funds are required to ensure the continuing operation of the City of Phoenix and the

payment of necessary expenses;

NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY

OF PHOENIX as follows:

SECTION 1. That pursuant to the provisions of Ordinance No. S-46716,

the City Manager is hereby authorized and empowered to allocate, and there is hereby

appropriated and authorized to be expended, from other lawfully available funds of the




Page 132

following listed funds by increasing or decreasing the amount previously reappropriated

from said funds as follows:

(a) Reallocating and increasing the reappropriation for General Fund

Capital Improvement Funds from $2,095,000 to $4,368,000;

(c) Reallocating and decreasing the reappropriation for Transportation

2050 Funds from $127,383,000 to $125,110,000;

(d) Leaving the total for the 2020-2021 reappropriation budget

unchanged at $2,213,434,000.

PASSED by the Council of the City of Phoenix this 16th day of June 2021.



_________________________________________

MAYOR

ATTEST:


, City Clerk


APPROVED AS TO FORM:


, Acting City Attorney

REVIEWED BY:


, City Manager




Page 133



Report

Authorization to Adopt Proposed Update to Pension Plans Funding Policy
(Ordinance S-47723)

Request to adopt a Pension Funding Policy applicable to City of Phoenix Employee
Retirement System (COPERS) and Public Safety Personnel Retirement System
(PSPRS). A Pension Funding Policy to clearly communicate the City's funding
objectives is a requirement adopted by the State Legislature in 2018 as A.R.S. 38-
863.01 (Attachment A) to be implemented on an annual basis by June 30. While the
State law only applies to PSPRS, for the third year in a row City staff recommends also
adopting a COPERS funding policy as a transparent sound financial practice. This
report further requests the Council to adopt a policy for the utilization of recreational
marijuana revenues and a policy on the issuance of Pension Obligation Bonds.

Summary
The State law requires the City to:

1) Annually adopt a Pension Funding Policy.

2) Formally accept the Employer's share of the assets and liabilities under
each pension system based on the actuarial valuation report.

3) Post the Policy on the City's website.

For review and discussion purposes, a proposed Pension Funding Policy for both
PSPRS and COPERS can be found in Attachments B and C. A final City Pension
Funding Policy must be adopted and posted on the City's website by July 1 each year.

Over the last several years the Phoenix City Council and voters have taken
responsible actions to ensure the pension plans are financially stable while maintaining
services to the public. Increase in net pension liabilities (Attachment D) and annual
costs (Attachment E) have placed significant budgetary constraints on the City’s
ability to provide employee wage and non-pension benefit increases, public services
and infrastructure maintenance. While currently manageable, this pressure will
continue into the foreseeable future. Further, credit rating agencies and lenders place
strong consideration on the funding plan and funding levels of the City’s pension


Page 134

systems when determining their view of the overall financial health of the City.

The Phoenix City Council has requested staff provide various pension funding options,
which has resulted in the following actions:

1) Maintained our legal commitment to employees and retirees to pay at least
100% of the actuarially required contribution (ARC) to each plan.

2) Adopted a balanced budget based on a 25-year amortization schedule for
PSPRS, which is more aggressive than the 30-year amortization adopted
through State Law. However, the 25-year amortization schedule allow
budgetary capacity to continue providing quality services and fair
compensation for employees.

3) Established a Pension Reserve Fund to stabilize annual PSPRS
payments.

4) Advanced $70 million in Wastewater enterprise funds to pay down the
COPERS liability in FY18.

5) Ongoing coordination with the Aviation Department for advance paydowns
of $100 million and $70 million in FY21 and FY22, respectively.

These actions are in addition to the COPERS pension reform that the City Council and
voters have implemented since 2013 and the statewide PSPRS pension reform
passed by the voters in 2016. These actions have resulted in savings of more than $1
billion over 25 years for the City.

Results to Date
Implementation of the City Council's direction has resulted in improvements to the
funded position and stabilization of the plans, including an increase in the funded ratio
for COPERS to 60.74 percent for fiscal year ending 2020, up from 60.43 percent in
fiscal year ending 2019 (Attachment F). The funded ratio for PSPRS was 39.81
percent for fiscal year ending 2020 and was 40.24 percent for fiscal year 2019
(Attachment F). However, the City's total Net Pension Liability increased to $5.4
billion. This is an indication that ongoing attention to the funded position of the plans
and strategies to increase payments over a sustained period is necessary in
conjunction with balancing the current needs of the community and employees.

Future Considerations
In accordance with State law, the City Council must formally accept the assets,


Page 135

liabilities, and current funding ratio of the City's pension funds as stated in the annual
actuarial valuations for the City of Phoenix (Attachments G and H) and must approve
funding goals (Attachments B and C) by July 1, 2021.

While the pension systems are not currently fully funded, the strategy to pay the ARC
and pay down the liability over a set period (20 years remaining for PSPRS and 18
years remaining for COPERS) allows flexibility in proving services to the public while
spreading the liability to our residents over a period of time.

Under current actuarial calculations and amortization periods, PSPRS will be 100%
funded by June 30, 2042 (Attachment I) and COPERS will be 100% funded by June
30, 2039 (Attachment I). Under the leadership of the City Council, the City can
continue to take steps to ensure the current actuarial determined funding expectations
are achieved on this schedule, or even reach 100% funded within a shorter timeframe.

Next steps to address the City's pension liability could include:

1) Continuing to balance the budget and pay the annual contribution required
by actuaries.

2) Using any excess cash, including any savings from the refinancing of
long-term debt obligations, to fund the pension reserve fund or
directly pay down the liability.

3) Allocating budgetary resources of revenues from recreational
(non-medical) marijuana sales to directly pay down the liability for
PSPRS through accelerated pension payments.

4) Seeking opportunities to advance payments from enterprise and/or
special revenue funds.

5) Continue evaluating the feasibility of funding the pensions through
Pension Obligation Bonds under the proposed policy if established
by the City Council.

6) Reviewing investment rate or returns on pension assets, actuary
assumptions and to forecast future annual required contributions.

7) Compiling sensitivity and scenario analyses on proposed changes to
the pension plans.



Page 136


Recreational (non-medical) Marijuana Revenues
In November 2020 voters approved Proposition 207 legalizing the sale of recreational
marijuana in the State of Arizona. This proposition also created a new fund for the
revenues collected from the sale of recreational marijuana which will be distributed
through several allocation streams.

The City of Phoenix will receive recreational marijuana revenues from four sources,
including:

1) City of Phoenix regular general fund sales tax.
2) Public Safety proportional allocation based on PSPRS membership.
3) HURF proportional allocation.
4) State-shared sales tax revenue.

Staff recommends the City Council adopt a policy to annually direct revenues from 1
and 2 above (the City’s sales tax of recreational marijuana and the City’s Public Safety
allocation) to paying down PSPRS pension liability. Staff estimates applying the
additional revenues to PSPRS would result in reaching 100% funded a year earlier
than projected without doing so.

Pension Obligation Bonds (POBs)
Pension Obligation Bonds are bonds issued to pay pension plan liabilities. The City
Council previously directed staff to study and evaluate the possibility of issuing
Pension Obligation Bonds. With City Council’s direction, staff research and determined
a set of conditions required for issuing Pension Obligation Bonds.

Staff recommends the City Council adopt a policy for issuing Pension Obligations
Bonds only if the following conditions exist:

1) Bond Interest rates are under 3.5 percent.
2) The City applies all savings from issuing POBs to PSPRS for the
unfunded liability.
3) Rating indications are neutral.

Furthermore, additional City Council authorization would be required for issuance of
Pension Obligation Bonds. Staff estimates issuing Pension Obligations Bonds would
result in PSPRS reaching 100% three years earlier.

Responsible Department
This item is submitted by City Manager Ed Zuercher and Chief Financial Officer
Denise Olson.

Page 137
4/7/2021 38-863.01 - Pension funding policies; employers
ATTACHMENT A
38-863.01. Pension funding policies; employers

A. Beginning on or before July 1, 2019, each governing body of an employer shall annually:

1. Adopt a pension funding policy for the system for employees who were hired before July 1, 2017. The
pension funding policy shall include funding objectives that address at least the following:

(a) How to maintain stability of the governing body's contributions to the system.

(b) How and when the governing body's funding requirements of the system will be met.

(c) Defining the governing body's funded ratio target under the system and the timeline for reaching the targeted
funded ratio.

2. Formally accept the employer's share of the assets and liabilities under the system based on the system's
actuarial valuation report.

B. The governing body shall post the pension funding policy on the governing body's public website.




https://www.azleg.gov/ars/38/00863-01.htm Page 138 1/1
Attachment B
Public Safety Personnel Retirement System
Pension Funding Policy

The intent of this policy is to clearly communicate the Council’s pension funding objectives
and its commitment to our employees and the sound financial management of the City and
to comply with statutory requirements of Laws 2018, Chapter 112.

Several terms are used throughout this policy:

Unfunded Actuarial Accrued Liability (UAAL) – Is the difference between trust assets
and the estimated future cost of pensions earned by employees. This UAAL results from
actual results (interest earnings, member mortality, disability rates, etc.) being different
from the assumptions used in previous actuarial valuations.

Annual Required Contribution (ARC) – Is the annual amount required to pay into the
pension funds, as determined through annual actuarial valuations. It is comprised of two
primary components: normal pension cost – which is the estimated cost of pension
benefits earned by employees in the current year; and, amortization of UAAL – which is
the cost needed to cover the unfunded portion of pensions earned by employees in
previous years. The UAAL is collected over a period of time referred to as the
amortization period. The ARC is a percentage of the current payroll.

Funded Ratio – Is a ratio of fund assets to actuarial accrued liability. The higher the
ratio the better funded the pension is with 100% being fully funded.

The City’s police and fire employees who are regularly assigned hazardous duty participate
in the Public Safety Personnel Retirement System (PSPRS).

Public Safety Personnel Retirement System (PSPRS)
PSPRS is administered as an agent multiple-employer pension plan. An agent multiple-
employer plan has two main functions: 1) to comingle assets of all plans under its
administration, thus achieving economy of scale for more cost-efficient investments and
invest those assets for the benefit of all members under its administration and 2) serve as
the statewide uniform administrator for the distribution of benefits.

Under an agent multiple-employer plan each agency participating in the plan has an
individual trust fund reflecting that agencies’ assets and liabilities. Under this plan all
contributions are deposited to and distributions are made from that fund’s assets, each fund
has its own funded ratio and contribution rate, and each fund has a unique annual actuarial
valuation. The City of Phoenix has two trust funds, one for police employees and one for fire
employees.




Page 139
Council formally accepts the assets, liabilities, and current funding ratio of the City’s PSPRS
trust funds from the June 30, 2020 actuarial valuation, which are detailed below.

Unfunded
Accrued Actuarial Accrued Funded
Trust Fund Assets Liability Liability Ratio
Phoenix Police 1,368,290,122 3,492,835,270 2,124,545,148 39.17%
Phoenix Fire 765,370,023 1,867,271,442 1,101,901,419 40.99%

For comparative purposes, the City of Phoenix total Unfunded Actuarial Accrued Liability for
the prior fiscal year ending June 30, 2019 was $3.03 billion and the funded ratio was
40.34%.

PSPRS Funding Goal

Fully funded pension plans are the best way to achieve taxpayer equity. However, most
funds in PSPRS are significantly underfunded due to historical low returns on plan assets,
people in general living longer and decreases in governmental workforces. As shown
above, the UAAL for the City is $3.2 billion which should be paid over time to avoid a huge
burden to current taxpayers by either significantly decreasing services or an increase in
taxes. This taxpayer burden must be balanced with being fiscally responsible and
committed in providing pensions to retirees.

The Council’s PSPRS funding ratio goal is 100% (fully funded) by June 30, 2042.

Council has taken the following actions to achieve the June 30, 2042 goal:
• Maintain ARC payment from operating revenues – Council is committed to
maintaining the full ARC payment (normal cost and UAAL amortization) from
operating funds.
• Additional payments above the ARC
o City Council has approved paying the ARC based on a 20-year remaining
amortization schedule. The budget for the ARC for FY 21 is $283.6 million,
which is $39.7 million more than the actuarial amount.
o Established the Pension Reserve Fund to ensure annual payment during
downturns in the economy. Currently, there is $41 million in the reserve fund.

To achieve this goal, the City may utilize the following strategies:

1. Maintaining the City’s legal commitment to employees and retirees by paying at least
100% of the annual required contribution.
2. Evaluating prior year budget compared to actual expenditures and make an excess
payment to either the Pension Reserve Fund or directly to PSPRS to accelerate
pension payments to directly pay down the liability
3. Allocating budgetary resources of revenues from recreational (non-medical)
marijuana sales to directly pay down the PSPRS liability through accelerated
pension payments. Specific marijuana categories would only include direct
revenues from the City’s general fund sales tax of recreational marijuana and the
City’s Public Safety allocation to paying down PSRPS pension liability.

Page 140
4. Authorizing City staff to develop a financing plan issuing Pension Obligation Bonds
if bond interest rates are under 3.5 percent, the City applies all savings from
issuing POBs to PSPRS and rating indications from rating agencies are neutral.
5. Reviewing investment rate of returns on pension assets, actuary assumptions and to
forecast future annual required contributions.
6. Compiling sensitivity and scenario analyses on proposed changes to the pension
plan.




Page 141
Attachment C
Pension Funding Policy
The intent of this policy is to clearly communicate the Council’s pension funding objectives
and its commitment to our employees and the sound financial management of the City and
to comply with statutory requirements of Laws 2018, Chapter 112.

Several terms are used throughout this policy:

Unfunded Actuarial Accrued Liability (UAAL) – Is the difference between trust assets
and the estimated future cost of pensions earned by employees. This UAAL results from
actual results (interest earnings, member mortality, disability rates, etc.) being different
from the assumptions used in previous actuarial valuations.

Annual Required Contribution (ARC) – Is the annual amount required to pay into the
pension funds, as determined through annual actuarial valuations. It is comprised of two
primary components: normal pension cost – which is the estimated cost of pension
benefits earned by employees in the current year; and, amortization of UAAL – which is
the cost needed to cover the unfunded portion of pensions earned by employees in
previous years. The UAAL is collected over a period of time referred to as the
amortization period. The ARC is a percentage of the current payroll.

Funded Ratio – Is a ratio of fund assets to actuarial accrued liability. The higher the
ratio the better funded the pension is with 100% being fully funded.

CITY OF PHOENIX EMPLOYEE RETIREMENT SYSTEM (COPERS)
COPERS is a single-employer defined benefit pension plan, covering all full-time general
employees of the City except sworn police and fire employees. COPERS is governed by a
separate Board, established in the City Charter.


Council formally accepts the assets, liabilities, and current funding ratio of the City’s
COPERS trust funds from the June 30, 2020 actuarial valuation, which are detailed below.

Accrued Unfunded Net Funded
Trust Fund Assets Liability Pension Liability Ratio
Phoenix 2,681,173,000 4,414,114,000 1,732,941,000 60.74%




Page 142
For comparative purposes, the City of Phoenix total Unfunded Actuarial Accrued Liability for
the prior fiscal year ending June 30, 2019 was $1.74 billion and the funded ratio was
60.43%.

COPERS Funding Goal

Fully funded pension plans are the best way to achieve taxpayer equity. However,
COPERS is currently underfunded due to historical low returns on plan assets, people in
general living longer and decreases in governmental workforces. As shown above, the
UAAL for the City is $1.7 billion which should be paid over time to avoid a huge burden to
current taxpayers by either significantly decreasing services or an increase in taxes. This
taxpayer burden must be balanced with being fiscally responsible and committed in
providing pensions to retirees.

The Council’s COPERS funding ratio goal is 100% (fully funded) by June 30, 2039.

Council has taken the following actions to achieve the June 30, 2039 goal:
• Maintain ARC payment from operating revenues – Council is committed to
maintaining the full ARC payment (normal cost and UAAL amortization) from
operating funds. The budget for the ARC for FY 21 is $202.3 million.

To achieve this goal, the City may utilize the following strategies:

1. Maintaining the City’s legal commitment to employees and retirees by paying at least
100% of the annual required contribution.
2. Evaluating prior year budget compared to actual expenditures and make an excess
payment directly to COPERS to accelerate pension payments to directly pay down
the liability.
3. Continuing to seek opportunities to advance payments from either enterprise and/or
special revenue funds. Aviation is currently preparing advance payments of $100
million and $70 million in FY21 and FY22, respectively.
4. Reviewing investment rate of returns on pension assets, actuary assumptions and to
forecast future annual required contributions.
5. Compiling sensitivity and scenario analyses on proposed changes to the pension
plan.




Page 143
Attachment D:
Total Unfunded Net Pension Liability
$3,500,000


$3,000,000


$2,500,000


$2,000,000
Page 144

thousands
$1,500,000


$1,000,000


$500,000


$0
2010‐11 2011‐12 2012‐13 2013‐14 2014‐15 2015‐16 2016‐17 2017‐18 2018‐19 2019‐20
COPERS PSPRS
Attachment E: Total Pension Annual Required
Contribution by Plan & Payment Source
all $ in thousands COPERS & PSPRS
400,000

350,000

300,000

250,000
Page 145
200,000

150,000

100,000

50,000

‐




COPERS General Fund COPERS Other COPERS Paydowns PSPRS General Fund PSPRS Other

*Does not reflect possible COPERS paydown utilizing Aviation funds in 2021-22 for $184 million
Attachment F:
Historical Total Funding Percentage of Pension Plans
90.0%

Funding Percentage
80.0%

*Largest U.S. Cities
70.0% Median 71%


Page 146
60.0%



50.0%



40.0%



30.0%
2010‐11 2011‐12 2012‐13 2013‐14 2014‐15 2015‐16 2016‐17 2017‐18 2018‐19 2019‐20
COPERS PSPRS‐Police PSPRS‐Fire
*S&P Global Ratings – “Mounting Pressures Threaten Stability of 20 Largest U.S. Cities’ Pension Funding,” October 26, 2020.
ATTACHMENT G




ARIZONA PUBLIC SAFETY PERSONNEL
RETIREMENT SYSTEM
PHOENIX POLICE DEPT. (022)

GASB STATEMENT NO. 68


EMPLOYER REPORTING ACCOUNTING SCHEDULES
MEASUREMENT DATE JUNE 30, 2019




Page 147
Arizona Public Safety Personnel Retirement System
GASB 68 Accounting Report as of June 30, 2019 – Phoenix Police Dept. (022) 1


I. FINANCIAL STATEMENTS
Schedule of Changes in Net Pension Liability

GASB 68 Reporting Period Ending 06/30/2020 06/30/2019
Measurement Date 06/30/2019 06/30/2018

Total Pension Liability
Service Cost 52,681,184 49,600,950
Interest 241,526,271 231,824,249
Change of Benefit Terms 0 0
Difference between Expected and Actual Experience 21,414,639 (905,937)
Changes of Assumptions 58,976,382 0
Benefit Payments, including Refund of Employee Contributions (185,901,097) (168,681,938)
Net Change in Total Pension Liability 188,697,379 111,837,324
Total Pension Liability – Beginning 3,304,137,891 3,192,300,567
Total Pension Liability – Ending (a) $3,492,835,270 $3,304,137,891

Plan Fiduciary Net Position
Contributions - Employer 149,441,956 124,618,256
Contributions - Employee 18,525,386 22,727,856
Hall / Parker Settlement 0 (42,201,317)
Net Investment Income 71,707,018 89,411,383
Benefit Payments, including Refund of Employee Contributions (185,901,097) (168,681,938)
Administrative Expense (1,247,557) (1,363,529)
Other 1 89,435 (442,686)
Net Change in Plan Fiduciary Net Position 52,615,141 24,068,025
Plan Fiduciary Net Position – Beginning 1,315,680,266 1,291,612,241
Adjustment to Beginning of Year (5,285) 0
Plan Fiduciary Net Position – Ending (b) $1,368,290,122 $1,315,680,266

Net Pension Liability – Ending (a) – (b) $2,124,545,148 $1,988,457,625
Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 39.17% 39.82%

Covered Payroll 2 $228,845,840 $221,105,147
Net Pension Liability as a Percentage of Covered Payroll 928.37% 899.33%

Other changes include adjustments for prior year GASB 68 and reserve transfer to/from employer and employee reserves.
Does not necessarily represent Covered Payroll as defined in GASB Statement No. 82.

The June 30, 2019 results reflect the assumption changes noted in the assumptions section of this report.

Results from June 30, 2018 and prior years, both here and throughout this report, are as prepared by GRS
Retirement Consulting.




Page 148
ARIZONA PUBLIC SAFETY PERSONNEL
RETIREMENT SYSTEM
PHOENIX FIRE DEPT. (021)

GASB STATEMENT NO. 68


EMPLOYER REPORTING ACCOUNTING SCHEDULES
MEASUREMENT DATE JUNE 30, 2019




Page 149
Arizona Public Safety Personnel Retirement System
GASB 68 Accounting Report as of June 30, 2019 – Phoenix Fire Dept. (021) 1


I. FINANCIAL STATEMENTS
Schedule of Changes in Net Pension Liability

GASB 68 Reporting Period Ending 06/30/2020 06/30/2019
Measurement Date 06/30/2019 06/30/2018

Total Pension Liability
Service Cost 32,749,328 30,633,836
Interest 130,378,095 123,037,837
Change of Benefit Terms 0 0
Difference between Expected and Actual Experience (7,563,080) 21,387,284
Changes of Assumptions 31,021,420 0
Benefit Payments, including Refund of Employee Contributions (96,862,276) (89,735,125)
Net Change in Total Pension Liability 89,723,487 85,323,832
Total Pension Liability – Beginning 1,777,547,955 1,692,224,123
Total Pension Liability – Ending (a) $1,867,271,442 $1,777,547,955

Plan Fiduciary Net Position
Contributions - Employer 77,142,323 73,287,988
Contributions - Employee 11,591,691 13,412,972
Hall / Parker Settlement 0 (21,839,946)
Net Investment Income 39,878,688 49,178,522
Benefit Payments, including Refund of Employee Contributions (96,862,276) (89,735,125)
Administrative Expense (694,329) (751,191)
Other 1 0 250,919
Net Change in Plan Fiduciary Net Position 31,056,097 23,804,139
Plan Fiduciary Net Position – Beginning 734,315,272 710,511,133
Adjustment to Beginning of Year (1,346) 0
Plan Fiduciary Net Position – Ending (b) $765,370,023 $734,315,272

Net Pension Liability – Ending (a) – (b) $1,101,901,419 $1,043,232,683
Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 40.99% 41.31%

Covered Payroll 2 $135,272,840 $132,502,915
Net Pension Liability as a Percentage of Covered Payroll 814.58% 787.33%

Other changes include adjustments for prior year GASB 68 and reserve transfer to/from employer and employee reserves.
Does not necessarily represent Covered Payroll as defined in GASB Statement No. 82.

The June 30, 2019 results reflect the assumption changes noted in the assumptions section of this report.

Results from June 30, 2018 and prior years, both here and throughout this report, are as prepared by GRS
Retirement Consulting.




Page 150
ATTACHMENT H



Retirement System
GASB Statement Nos. 67 and 68 Accounting and Financial
Reporting for Pensions
June 30, 2020




Sample Employees Retirement System 1



Page 151
Executive Summary
as of June 30, 2020
(Amounts in Thousands)

Actuarial Valuation Date June 30, 2020
Measurement Date of the Net Pension Liability June 30, 2020
Employer's Fiscal Year Ending Date (Reporting Date) June 30, 2020


Membership
Number of
- Retirees and Beneficiaries 7,502
- Inactive, Nonretired Members 1,033
- Active Members 8,027
- Total 16,562
Covered Payroll $ 568,089


Net Pension Liability
Total Pension Liability $ 4,414,114
Plan Fiduciary Net Position 2,681,173
Net Pension Liability $ 1,732,941
Plan Fiduciary Net Position as a Percentage
of Total Pension Liability 60.74 %
Net Pension Liability as a Percentage
of Covered Payroll 305.05 %


Development of the Single Discount Rate
Single Discount Rate 7.00 %
Long-Term Expected Rate of Investment Return 7.00 %
Long-Term Municipal Bond Rate* 2.45 %
Last year ending June 30 in the 2021 to 2120 projection period
for which projected benefit payments are fully funded 2120


Total Pension Expense $ 160,140


Deferred Outflows and Deferred Inflows of Resources by Source to be recognized in Future Pension Expenses
Deferred Outflows Deferred Inflows
of Resources of Resources
Difference between expected and actual experience $ 23,707 $ 79,272
Changes in assumptions 484 49,909
Net difference between projected and actual earnings
on pension plan investments 139,823 16,673
Total $ 164,014 $ 145,854


*Source: Fixed-income municipal bonds with 20 years to maturity that include only federally tax-exempt
municipal bonds as reported in Fidelity Index’s “20-Year Municipal GO AA Index” as of June 30, 2020.
In describing this index, Fidelity notes that the municipal curves are constructed using option-adjusted
analytics of a diverse population of over 10,000 tax exempt securities.




Page 152
Attachment I:
Projected Paydown of Unfunded Net Pension
Liability
$4,000

$3,500

$3,000

$2,500

Page 153
$2,000
millions
$1,500

$1,000

$500

$0



COPERS PSPRS


Note: PSPRS fully funded amortization period has been adjusted based on revised information from the actuaries.



Report

Proposed 19th Avenue and Parsons Road Annexation - Public Hearing

A public hearing, as required by Arizona Revised Statutes section 9-471, on the
proposed 19th Avenue and Parsons Road Annexation. This public hearing allows the
Council will not act on the proposed annexation at this public hearing. Formal adoption
of this proposed annexation will be considered at a later date.

Summary
This annexation was requested by Paul E. Gilbert, with Beus Gilbert McGroder, PLLC
for the purpose of receiving City of Phoenix services. The proposed annexation
conforms to current City policies and complies with Arizona Revised Statutes section 9
-471 regarding annexation. Additionally, the annexation is recommended for adoption
per the attached Task Force Analysis Report (Attachment A).

Public Outreach
Notification of the pubic hearing was published in the Arizona Business Gazette
newspaper, and was posted in at least three conspicuous places in the area proposed
to be annexed. Also, notice via first-class mail was sent to each property owner within
the proposed annexation area.

Location
The proposed annexation area includes parcels 210-10-020C, 210-10-020D, 210-10-
031A, 210-10-027A and 210-10-010 and is located at 19th Avenue and Parsons Road
(Attachment B). The annexation area is approximately 15.73 acres (0.0239 sq. mi.)
and the population estimate is zero individuals.
Council District: 1

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department




Page 154
ATTACHMENT A



CITY COUNCIL REPORT


TO: Mario Paniagua
Deputy City Manager

FROM: Alan Stephenson
Planning Director

SUBJECT: Request for Task Force Analysis: 19th Avenue and Parsons Road Annexation

This report recommends the approval of the proposed annexation of 15.73 acres located at east of
19th Avenue and south of Parsons Road, Parcels: APN # 210-10-020C, 210-10-020D, 210-10-010,
210-10-031A, 210-10-027A


THE REQUEST:
The applicant is requesting annexation to access city services and proposes to rezone the parcels to
develop a multifamily residential rental complex.

OTHER INFORMATION:
Planning Village: Deer Valley
General Plan Designation: Traditional Lot, 3.5 to 5 dwelling units per acre
Current Zoning District: RU-43
Equivalent Zoning District: S-1
Current Conditions
Current Land-Use: Vacant
To the North: Single-family dwelling and ranch properties, zoned RU-43, Maricopa County jurisdiction
To the South: Undeveloped. Properties rezoned to Commercial Office/Major Office Option Restricted
Commercial (C-O/M-O), City of Phoenix jurisdiction
To the West: Residential and mixed uses (Norterra), zoned Planned Unit Development (PUD), City of
Phoenix jurisdiction
To the East: Single-family dwelling, zoned RU-43, Maricopa County jurisdiction
…Maricopa County Non-Conformities Present? None
Parcel (s) History: None

ALTERNATIVES:

 Option A - Annex the land as requested:
The city of Phoenix will control rezoning requests in this area to ensure conformance with the
General Plan Land Use Map. The city of Phoenix will capture property tax, utility tax, state shared
revenue, and impact fees.




Page 155
 Option B - Deny the request for annexation:
If annexed later, this site would have been developed under County zoning and development
standards that may not be consistent with the General Plan, Land Use Map, zoning, and
development standards.

RECOMMENDATION:

Located adjacent to City of Phoenix lands, this annexation is supported by the 2015 General Plan,
particularly the Land Use goal for land uses and development standards for unincorporated land, under
Policies 1 and 2.

This annexation is recommended for approval. Approval of annexation does not constitute
recommendation for future rezoning actions.

SUPPORTING INFORMATION:

I. Water and Sewer Service
Parcels currently fall within Water Pressure Zone Area 4A.
There are both water and sewer infrastructure within the area. There is a 12-inch DIP water
distribution main within 19th Avenue, along with a 54-inch PCCP transmission water main. There is
also a 24-inch DIP sewer force main within 19th Avenue.
The proposed parcels can likely be served by the City’s water and/or sewer system pending capacity
review and approval. This review will be done at the time of preliminary site plan approval. Design
and construction of any infrastructure will be the responsibility of the developer. Specifics regarding
potential main extension requirements would be discussed and determined at a pre-app meeting
after annexation.
II. Fire Protection
Servicing Station: Fire Station #5, 26700 N 27th Avenue
Station Capacity Level, Unknown
Station Capacity Level, After Annexation:Unknown
Current Response Time: 3 Min. 0 Sec.
City Average Response Time: 5 Min. 2 Sec.
Difference From Typical Response Time: -2 Min. 2 Sec.
Number Of Service Calls Expected: 21
Average Cost Per Service Call: $466
Estimated Total Annual Fire Service Costs: $9,820

III. Police Protection
Servicing Station: Black Mountain Precinct, 33355 North Cave Creek Rd
Number Of New Officers Required: 0.22
Number Of New Patrol Cars Required: 0.10
Estimated Total Annual Police Service Costs: $28,745

IV. Refuse Collection
Number of New Containers Required: 0




Page 156
Public refuse container costs not applicable for apartments and non-residential uses which require
private refuse services or contractual agreements with the City that are not determined at this time.
Total Start-Up Costs For Refuse Collection: $0

V. Street Maintenance
Average Cost Per Acre For Street Maintenance: $85
Estimated Total Annual Street Maintenance Costs: $1,342

VI. Public Transit
Servicing Routes: here are no servicing routes to the proposed annexation area.

VII. Parks and Recreation
Neighborhood Park Demand In Acres: 0.82
Community Park Demand In Acres: 0.44
District Park Demand In Acres: 0.44
Total Park Demand In Acres: 1.70
Cost Per Acre, Annual Maintenance: $11,000
Total Annual Parks and Recreation Costs: $18,655

VIII. Schools
Elementary School District: Deer Valley Unified
High School District: Deer Valley Unified
Total Expected Elementary School Students: 55
Total Expected High School Students: 32
Total Expected New Students: 87

IX. Revenues
This annexation is not in an Impact Fee area

Expected Total Impact Fees At Buildout: $0


Tax Revenue, Year One
Property Tax Income: $1,026
Utility Fee Income: $9,831
State Shared Revenue: $63,780
Solid Waste: $32,542
Sales Tax Generated: $0
Total Tax Related Income, Annually: $107,179




Page 157
Tax Revenue, Year Two and Beyond
Property Tax Income: $1,026
Utility Fee Income: $9,831
State Shared Revenue: $63,780
Solid Waste: $32,542
Sales Tax Generated: $0
Total Tax Related Income, Annually: $107,179


X. Total Costs
Revenue, First Year Only: $107,179
Revenue, Year Two and Beyond $107,179


Expenses, First Year Only: $58,563
Expenses, Year Two and Beyond: $58,563


XI. Total Annual Revenue
Total Annual Revenue, First Year Only: $48,616
Total Annual Revenue, Year Two and Beyond: $48,616


The above referenced Property Tax Income figures are based on vacant parcels only, it does not not
refer to future development which will vary depending on number of lots and individual square footage.
Total Tax Related Income and Total Annual Revenues will vary depending on project scope and size,
the timing of permit issuance and build-out.




Page 158
ATTACHMENT B




Page 159



Report

Acceptance and Dedication of Deeds and Easements for Sidewalk, Roadway and
Public Utility Purposes (Ordinance S-47676)

Request for the City Council to accept and dedicate deeds and easements for
sidewalk, roadway and public utility purposes; further ordering the ordinance recorded.

Summary
Accepting the property interests below will meet the Planning and Development
Department's Single Instrument Dedication Process requirement prior to releasing any
permits to applicants.

Easement (a)
Applicant: HumpyMelt, LLC, its successor and assigns
Purpose: Sidewalk
Location: 2932 & 2938 N. 7th Ave.
File: FN 210031
Council District: 4

Deed (b)
Applicant: CAAM House LLC, its successor and assigns
Purpose: Roadway
Location: 1908 W. Lawrence Road
File: FN 210033
Council District: 5

Easement (c)
Applicant: DOC-3311 North 44th Streets MOBs, LLC, its successor and assigns
Purpose: Public Utility
Location: 3333 N. 44th St.
File: FN 210030
Council District: 6

Deed (d)
Applicant: Choice Fund I, LLC, its successor and assigns
Purpose: Roadway


Page 160

Location: 1533 E. Sierra St.
File: FN 210037
Council District: 6

Easement (e)
Applicant: Andrew Davidson and William Davidson, its successor and assigns
Purpose: Public Utility
Location: 4824 E. Willetta St.
File: FN 210016
Council District: 6

Easement (f)
Applicant: Andrew Davidson, Rachel Davidson and William Davidson, its successor
and assigns
Purpose: Public Utility
Location: 4830 E. Willetta St.
File: FN 210016
Council District: 6

Easement (g)
Applicant: A5 Residential, LLC, its successor and assigns
Purpose: Public Utility
Location: 423 E. Wier Ave.
File: FN 210022
Council District: 7

Deed (h)
Applicant: Vita on McDowell, LLC, its successor and assigns
Purpose: Roadway
Location: 509 W. McDowell Road
File: FN 210028
Council District: 7

Easement (i)
Applicant: Estrella Vista Laveen Homeowners Association, its successor and
assigns
Purpose: Sidewalk
Location: 8220 S. 63rd Ave.
File: FN 210040
Council District: 7



Page 161

Easement (j)
Applicant: KBBS Development LLC, its successor and assigns
Purpose: Public Utility
Location: 2249 E. Desert Lane
File: FN 210027
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the Planning and
Development and Finance departments.




Page 162



Report

Authorization to Accept an Easement for Traffic Control Purposes Along West
Van Buren Street, Near North 27th Drive (Ordinance S-47678)

Request to authorize the City Manager, or his designee, to accept an easement for
traffic control purposes for the installation of a High-Intensity Activated Cross Walk
signal located along West Van Buren Street, near North 27th Drive.

Summary
Mikael Rugi LLC, its successor and assigns, has agreed to donate an easement for
the installation of a High-Intensity Activated Cross Walk (HAWK) signal and Americans
with Disabilities Act pedestrian ramps to provide pedestrians a safe crossing along
West Van Buren Street near North 27th Drive. The easement is approximately 64
square feet.

The parcel affected by this project and included in this request is identified by
Maricopa County Assessor's parcel number 109-27-155 located at 2730 W. Van Buren
St.

Location
West Van Buren Street, near North 27th Drive.
Council District: 4

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Street
Transportation and Finance departments.




Page 163



Report

Grant of Easements to Salt River Project for Liberty 1A Within 23rd Avenue from
Roeser Road to South of Hidalgo Avenue (Ordinance S-47675)

Request authorization for the City Manager, or his designee, to grant irrigation
easements to Salt River Project within the 23rd Avenue and Roeser Road right-of-way,
and the 23rd Avenue right-of-way, south of Hidalgo Avenue, for consideration in the
amount of the appraised value and other consideration. Further request to authorize
the City Treasurer to accept all funds related to this item.

Summary
The irrigation easements are required to connect to Salt River Project's existing
irrigation lines along 23rd Avenue from Roeser Road to south of Hidalgo Avenue for
irrigation flow to accommodate Liberty 1A by Lennar Communities Development, Inc.
The easement at Roeser Road is approximately 431 square feet and the easement
south of Hidalgo Avenue is approximately 92 square feet.

Financial Impact
Revenue will be reflective of the market value of the easement.

Location
23rd Avenue, Roeser Road to south of Hidalgo Avenue.
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Street
Transportation and Finance departments.




Page 164



Report

Easement Exchange Between City of Phoenix and USA Department of Interior
for Relocation of Irrigation Facilities within Olney Avenue Right-of-Way
(Ordinance S-47671)

Request to authorize the City Manager, or his designee, to execute the necessary
documents and accept a quitclaim deed for an easement exchange between the City
of Phoenix and the United States of America through its Department of the Interior,
Bureau of Reclamation for the purpose of relocating irrigation facilities. Further request
to authorize the City Treasurer to accept all funds related to this item.

Summary
An easement exchange is required to relocate irrigation facilities for development of
the Estrella Crossings, Phases 1 and 2. The irrigation facilities are currently within the
avenues, and will be relocated to the south, partially in City right-of-way and partially
on private property.

The City will convey approximately 5,663 square feet, Brookfield Holdings, LLC
(Estrella Crossing) will convey approximately 74,923 square feet, and Isola Elliot, LLC
will convey approximately 4,792 square feet in easements to the United States of
America (USA) to accommodate the relocated irrigation facilities. In exchange, the
USA will quitclaim to the City two easements within the right-of-way containing
approximately 78,408 square feet.

Financial Impact
Revenue, if any, will be based on the value of the easement conveyed by the City.

Location
Along Olney Avenue, between 55th and 59th avenues.
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Street
Transportation and Finance departments.



Page 165



Report

Grant of Public Utility Easement on City-owned Property for Construction of Well
310 (Ordinance S-47670)

Request City Council to grant a public utility easement, for consideration of $1.00, for
installation of electrical facilities and a switching cabinet on City-owned property in the
Arizona Public Service area, and further ordering the Ordinance recorded. The public
utility easement is required for the construction of Well 310.

Summary
This public utility easement is more fully described in the legal description within
Exhibit "A" ("Easement Premises") to be recorded with the ordinance and will be
granted to all public service corporations, and telecommunication corporations
providing utility service to Well 310 (collectively "Grantee") in perpetuity, so long as
Grantee uses the Easement Premises for the purposes herein specified; subject to the
following terms and conditions:

A. Grantee is hereby granted the right to construct, reconstruct, replace, repair,
operate and maintain utility facilities together with appurtenant fixtures for use in
connection therewith (collectively "Grantee Facilities") to, through, across and
beyond Grantor's property within the Easement Premises. Subject to the notice
requirements provided in paragraph "I," Grantee shall at all times have the right of
full and free ingress and egress to and along the Easement Premises for the
purposes herein specified. Grantee acknowledges and accepts that Grantee shall
share the Easement Premises with other Grantees and shall use such Easement
Premises with other Grantees in accordance with and consistent with industry
standards and customs for shared use. Grantor agrees to coordinate the location of
Grantee's Facilities within the Easement Premises and to pay costs for relocation of
Grantee's Facilities as provided in paragraph "F."
B. Grantor shall not locate, erect or construct, or permit to be located or erected or
constructed, any building or structure within the limits of the Easement Premises.
However, Grantor reserves all other rights, interests, and uses of the Easement
Premises that are not inconsistent with Grantee's easement rights herein conveyed
and which do not interfere with or endanger any of the Grantee Facilities.
Notwithstanding the foregoing, Grantor shall not have the right to lower by more
than one foot or raise by more than two feet the surface grade of Easement


Page 166

Premises without the prior written consent by the Grantee whose facilities will be
affected by the change of elevation.
C. Grantee shall not have the right to use the Easement Premises to store gasoline or
petroleum products, hazardous or toxic substances, or flammable materials;
provided however, that this prohibition shall not apply to any material, equipment or
substance contained in, or a part of, the Grantee Facilities, provided that Grantee
must comply with all applicable federal, state and local laws and regulations in
connection therewith. Additionally, the Easement Premises may not be used for the
storage of construction-related materials or to park or store construction-related
vehicles or equipment except on a temporary basis to construct, reconstruct,
replace, repair, operate, or maintain the Grantee Facilities.
D. Grantor shall maintain an appropriate three-foot clear area around all edges of all
equipment pads for Grantee Facilities in addition to a clear operational area that
extends 10 feet immediately in front of all transformer or switching cabinet
openings, within the Easement Premises. No obstruction, trees, shrubs, fixtures, or
permanent structures shall be placed or permitted by Grantor within said areas.
Grantee is hereby granted the right to trim, prune, cut, and clear away trees, brush,
shrubs, or other obstruction within said areas.
E. Grantee shall exercise reasonable care to avoid damage to the Easement Premises
and all improvements thereon and agrees that following any work or use by Grantee
within the Easement Premises, the affected area, including without limitation, all
pavement, landscaping, concrete and other improvements permitted within the
Easement Premises pursuant to this easement will be restored by Grantee to as
close to original condition as is reasonably possible, at the expense of Grantee.
F. Grantor reserves the right to require the relocation of Grantee Facilities to a new
location within Grantor's property; provided however, that: (1) Grantor pays the
entire cost of redesigning and relocating existing Grantee Facilities to the new
location; and (2) Grantor provides Grantee with a new and substantially similar
public utility easement at no cost to Grantee. After relocation of Grantee Facilities to
the new easement area, Grantee shall abandon its rights to use the Easement
Premises granted in this easement without cost or consequence to Grantor.
G. Each public service corporation and telecommunication services corporation as a
Grantee shall coordinate and work with other Grantees in the use of the Easement
Premises. In the event that a third party or other Grantee requests the relocation of
existing Grantee Facilities to a new location (whether or not) within the Easement
Premises, the requesting party shall pay the entire cost of redesigning and
relocating the existing Grantee Facilities.
H. Grantee shall not have the right to transfer, convey or assign its interests in this
easement to any individual, corporation, or other entity without the prior written
consent of Grantor, which consent shall not be unreasonably withheld. Grantee
shall notify Grantor of any proposed transfer, conveyance or assignment of any


Page 167

rights granted herein at address listed below.
I. Except in emergencies or exigent circumstances such as service restoration,
Grantee agrees to contact Grantor at least one business day prior to Grantee's
entrance onto the Easement Premises where the Easement Premises are located:
(1) on a site that includes Aviation Department facilities; (2) water and wastewater
treatment facilities; (3) Police Department headquarters located at 620 W.
Washington St.; (4) Fire Department headquarters located at 150 S. 12th St.; (5)
City Hall located at 200 W. Washington St.; (6) City Court Building located at 300 W.
Washington St.; (7) Calvin C. Goode Building located at 251 W. Washington St.; (8)
Transit Operations Center located at 320 N. 1st Ave. or West Transit Facility located
at 405 N. 79th Ave.; or (9) in a secured or fenced area.

Location
56th St. and Pinnacle Peak Road.
Council District: 2

Responsible Department
This item is submitted by Deputy City Manager Karen Peters and the Water Services
and Finance departments.




Page 168



Report

Grant a Temporary Construction Easement to Lennar Communities
Development, Inc. on City-owned Property at Lindo Park (Ordinance S-47681)

Request authorization for the City Manager, or his designee, to grant a temporary
construction easement (TCE) to Lennar Communities Development, Inc. on City-
owned property at Lindo Park.

Summary
An approximate 5,000-square-foot TCE is required for Lennar to construct a storm
drainpipe and headwall. The storm drain improvements will allow off-site water runoff
from the neighborhood to the south of the park and along S. 23rd Avenue into the
existing detention basin located at Lindo Park. The permanent improvements will tie
into the City's larger drainage system to mitigate flooding in this area.

Location
2230 W. Roeser Road, identified by Maricopa County Assessor parcel numbers 105-
65-004D and 105-65-692.
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation and Finance departments.




Page 169



Report

Acquisition of Real Property for Roadway Improvements Along 48th Street
Between the Pointe Parkway West Traffic Circle and Baseline Road (Ordinance S
-47704)

Request to authorize the City Manager, or his designee, to acquire all real property
and related property interests by donation, purchase within the City's appraised value,
or by the power of eminent domain required for roadway improvements along 48th
Street between the Pointe Parkway West traffic circle and Baseline Road. Further
request to authorize dedication of land with roadway and/or public improvements to
public use for right-of-way purposes via separate recording instrument. Additionally
request to authorize the City Controller to disburse all funds related to this item.

Summary
The City entered into Development Agreement 143841 with Pointe South Mountain
Business Park Association (Association) for the construction of public improvements
including the build out of 48th Street as a public roadway. The Association worked with
the City to secure dedications from existing owners and members of the Association.
Acquisition of real property is required to obtain the property rights needed to begin
construction.

The parcel affected by this project and included in this request is identified by
Maricopa County Assessor's parcel numbers 301-15-142B, 301-15-143, 301-15-144
located along 48th Street and the Highline Canal and 301-14-043 located at 8201 S.
48th St.

Financial Impact
Funding is available in the Street Transportation Department's Capital Improvement
Program budget.

Concurrence/Previous Council Action
The City Council approved:
· Development Agreement 143841 (Ordinance S-42241) on Jan. 6, 2016; and
· Acceptance and Dedication of Land (Ordinance S-47122) on Nov. 18, 2020.




Page 170

Location
48th Street between the Pointe Parkway West traffic circle and Baseline Road.
Council District: 6

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Street
Transportation and Finance departments.




Page 171



Report

Acquisition of Real Property for South Mountain Park Preserve at 23rd Avenue
and Sunrise Drive (Ordinance S-47680)

Request to authorize the City Manager, or his designee, to acquire real property and
related property interests by donation, purchase within the City's appraised value, or
by the power of eminent domain, for South Mountain Preserve to be designated as
"Mountain Preserve" in accordance with the provisions of Chapter XXVI of the City
Charter. Further request authorization for the City Controller to disburse all funds
related to this item.

Summary
The acquisition of 39 acres will add land to South Mountain Preserve. The property
includes scenic views, connections to the Preserve to the south of the property,
multiple drainage washes and desert flora and fauna. The property to be acquired is
identified by Maricopa County Assessor's parcel number (APN) 300-16-035G located
at 2333 W. Sunrise Drive.

Financial Impact
Funding is available in the Parks and Recreation Department's Capital Improvement
Program budget using PPPI funds.

Location
23rd Avenue and Sunrise Drive
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation and Finance departments.




Page 172



Report

Acquisition of Real Property for Traffic Control Purposes Along 32nd Street,
North of Palm Lane (Ordinance S-47673)

Request to authorize the City Manager, or his designee, to acquire all real property
and related property interests required by donation, purchase within the City's
appraised value, or by the power of eminent domain for the installation of a High-
Intensity Activated Cross Walk (HAWK) signal located along 32nd Street, north of Palm
Lane. Further request to authorize the City Controller to disburse all funds related to
this item.

Summary
Acquisition is required for the installation of a HAWK signal located along 32nd Street,
north of Palm Lane. Improvements include a new pedestrian signal, pavement, curb,
gutter and construction of an Americans with Disabilities Act accessible sidewalk.

The parcels affected by this project and included in this request are identified by
Maricopa County Assessor's parcel number 120-21-105D located at 2012 N. 32nd St.
and 120-21-102A located at 2002 N. 32nd St.

Financial Impact
Funding is available in the Street Transportation Department's Capital Improvement
Program budget.

Location
32nd Street, north of Palm Lane.
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Street
Transportation and Finance departments.




Page 173



Report

Communication Tower Inspection, Maintenance, and Repair - IFB 18-112A -
Amendment (Ordinance S-47660)

Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 148450 with Arizona West Builders and Communications Inc. to provide
additional funding for the purchase of Communication Tower inspection, maintenance,
and repair services for the Information Technology Services Department in support of
the Regional Wireless Cooperative. Further request authorization for the City
Controller to disburse all funds related to this item. The additional expenditures for
services included in this amendment will not exceed $1.5 million.

Summary
Arizona West Builders and Communications Inc. (AZW) provides tower maintenance,
support and equipment that is needed for public safety radio communication sites
throughout the valley. The Regional Wireless Cooperative (RWC) has two radio tower
sites that need to be relocated. The first site relocation will require that AZW provide
the shelter, generator, and labor services. The second site will require AZW to provide
a new tower, shelter, generator, and engineered design build. The RWC is budgeting
for these sites in the Fiscal Year 2022 budget.

Failure to maintain, replace, or relocate communication tower equipment would
negatively impact the radio communications infrastructure which provides critical public
safety communications throughout the region.

Contract Term
The agreements term will remain unchanged, ending on Aug. 31, 2023.

Financial Impact
The initial authorization for the Communication Tower Inspection, Maintenance and
Repair agreement was for an expenditure not-to-exceed $250,000. This amendment
will increase the authorization for the agreement by an additional $1.5 million, for a
new total not-to-exceed agreement value of $1.725 million.

Funding is available in the Information Technology Services Department’s budget. The
cost of services is recovered from RWC member organizations.


Page 174


Concurrence/Previous Council Action
The City Council approved Agreement 148450 (Ordinance S-44996) on Sept. 19,
2018.

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the Information
Technology Services Department.




Page 175
ATTACHMENT A

THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF
THE FINAL, ADOPTED ORDINANCE




ORDINANCE S-


AN ORDINANCE AUTHORIZING THE AMENDMENT OF
AGREEMENT 148450 WITH ARIZONA WEST BUILDERS
AND COMMUNICATIONS, INC. TO PROVIDE




AF
ADDITIONAL FUNDING FOR THE PURCHASE OF
COMMUNICATION TOWER INSPECTION,
MAINTENANCE, AND REPAIR SERVICES FOR THE
INFORMATION TECHNOLOGY SERVICES DEPARTMENT
IN SUPPORT OF THE REGIONAL WIRELESS
COOPERATIVE; FURTHER AUTHORIZING THE CITY




follows:
T
CONTROLLER TO DISBURSE ALL FUNDS.

__________


BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX as




R SECTION 1. The City Manager or his designee is authorized to amend

Agreement 148450 with Arizona West Builders and Communications, Inc. to provide

additional funding for the purchase of communication tower inspection, maintenance,



D
and repair services for the Information Technology Services Department in support of

the Regional Wireless Cooperative. The Agreement’s term will remain unchanged,

ending on August 31, 2023. This amendment will increase the authorization for the

agreement by an additional $1.5 million dollars, for a new total not to exceed agreement

value of $1.725 million dollars.




Page 176
SECTION 2. The City Controller is authorized to disburse all funds for the

purposes of this Ordinance.

PASSED by the Council of the City of Phoenix this 16th day of June,

2021.



____________________________
MAYOR
ATTEST:




AF
____________________________
Denise Archibald, City Clerk

APPROVED AS TO FORM:




T
Cris Meyer, City Attorney




BY: ____________________________________
____________________________________

REVIEWED BY:



R
____________________________
Ed Zuercher, City Manager



D
DRL:rb:LF20-3127:6/16/21:2259912_1




Page 177



Report

CoStar Realty Information, Inc. - Three-Year Subscription (Ordinance S-47665)

Request to authorize the City Manager, or his designee, to enter into an agreement
with CoStar Realty Information, Inc. to provide a three-year subscription for online
access to real property market data. Further request to authorize the City Controller to
disburse all funds related to this item. The agreement value will not exceed
$381,139.68, plus applicable taxes.

Summary
The CoStar Realty Information, Inc. database subscription renewals are for the
Community and Economic Development, Aviation and Finance departments to provide
online access to comprehensive market data, information and reports on commercial
property sales, listings, and leases. The information is used extensively to research
market data to support the disposal, acquisition and leasing of real property; provide
the tools necessary to complete appraisals, appraisal reviews and valuation services;
manage existing contracts and development of new business transactions for revenue
contract services; and assist business developers, investors and companies interested
in relocating to or investing in Phoenix. A three-year subscription provides for a two
percent cost savings from the prior annual subscription.

Procurement Information
An exception to the procurement process was determined to select the vendor set
forth in City of Phoenix Administrative Regulation 3.10. A direct selection was made
because there is only one known capable supplier of goods or services due to the
unique nature of the requirement.

Contract Term
The agreement will begin on or about June 16, 2021, for a three-year term.

Financial Impact
The fee for the initial year of the agreement is $121,497.24 with 4.5 percent annual
increases for a total amount not to exceed $381,139.68, plus applicable taxes.
Funding is available in the Community and Economic Development, Aviation and
Finance departments' budgets.



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Responsible Department
This item is submitted by Deputy City Managers Ginger Spencer and Mario Paniagua,
and the Community and Economic Development, Aviation and Finance departments.




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Report

Panasonic Toughbooks, Tablets, Accessories, and Services - Requirements
Contract - City of Tucson 12-0471A (Ordinance S-47667)

Request to authorize the City Manager, or his designee, to allow additional
expenditures under Contract 146072 with Panasonic System Communications
Company (PCS) Mobile and Mobile Concepts Technology LLC for the purchase of
Panasonic toughbooks, tablets, accessories and services for citywide use. Further
request authorization for the City Controller to disburse all funds related to this item.
The additional expenditures will not exceed $3,528,000.

Summary
These contracts provide Panasonic toughbooks, tablets, accessories and services to
all City of Phoenix departments, primarily the Police, Fire and Water Services
departments. The devices are used as public safety measures to help employees
collect, organize and transfer data faster, more efficiently and in real-time. The devices
allow police officers to run license plates, scan fingerprints, and check records car
side, so they never leave a subject unattended. Purchases of replacement
Toughbooks and equipment vehicle installations have increased in the last two years
due to staffing level demands in all departments.

Contract Term
The contract term is Aug. 1, 2017 through July 31, 2022.

Financial Impact
Upon approval of $3,528,000 in additional funds, the revised aggregate value of the
contract will not exceed $14,028,000. Funds are available in various Department’s
budgets.

Concurrence/Previous Council Action
This contract was originally approved by City Council on June 28, 2017.

Responsible Department
This item is submitted by City Manager Ed Zuercher and the Finance Department.




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Report

Purchase Vantage F3 Robot - EXC 21-118 (Ordinance S-47669)

Request to authorize the City Manager, or his designee, to enter into a contract with
Transcend Robotics Inc. to purchase one Vantage V3 Robot for the Police
Department. Further request an exception to Phoenix City Code 42-18 for Limitation of
Liability and Indemnification. Transcend Robotics Inc. and City agree that liability is to
be limited to $2,000,000 as negotiated. Also, request authorization for the City
Controller to disburse all funds related to this item. The aggregate contract value will
not exceed $18,794.

Summary
The Special Assignments Unit is responsible for handling all violent and potentially
violent incidents, particularly involving barricaded subjects. Often, armed subjects
barricade and hide inside structures and fail to comply with officers' commands to
surrender. Use of the Vantage robot will help locate, communicate, and disarm these
suspects. This robot is essential because it will help officers provide maximum safety
for both suspects and the public. The Vantage F3 Robot provides a safe means of
communication with subjects that are barricaded by using its two-way communications
system. Pricing includes the robot, controller unit, controller & accessory transport
case, robot battery, small batteries, chargers, backpack, boosters and a High Gain
Antenna (HGA) Antenna. This booster HGA antenna allows the use of the robot at
extended distances.

Procurement Information
In accordance with Administrative Regulation 3.10, normal competition was waived as
a result of an approved Determination Memo which stated the Special Assignments
Unit has used different robots in the past and found that many of them fail due to
distances, mechanical failures, cannot navigate stairs or through the debris. This
Vantage Tactical F3 robot and accessories is the only tool that defeats those issues.
Transcend Tactical is the only manufacturer of this robot. This robot was chosen based
on its mission capabilities, to include an accessory kit and HGA antenna.

The Deputy Finance Director recommends that the contract with Transcend Robotics
Inc. be accepted.



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Contract Term
Contract term is for one year beginning on or about June 16, 2021.

Financial Impact
The aggregate contract value will not exceed $18,794. Funds are available in the
Police Department’s budget.

Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Police
Department.




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Report

Automated Fingerprint Identification System - State of Arizona ADSPO13-038750
(B) (Ordinance S-47679)

Request to authorize the City Manager, or his designee, to allow additional
expenditures under Contract 145675 with Idemia Identity & Security USA, LLC for the
purchase of automated fingerprint identification system and related services for the
Phoenix Police Department. Further request authorization for the City Controller to
disburse all funds related to this item. The additional expenditures will not exceed
$209,848.

Summary
This contract was established for the Police Department's Information Technology
Bureau to purchase automated fingerprint system equipment and related services, to
provide support to the Arizona Automated Fingerprint Identification System (AZAFIS)
network located at various bureaus and precincts throughout the City. The additional
funding is requested to purchase the final year of maintenance and support renewal of
the AZAFIS system. Original funds were depleted because the contract proved to be
useful for other divisions within the Police Department, which purchased essential
commodities and services against the contract. This contract is essential to ensure that
the digital fingerprint capture system remains compatible with the existing AZAFIS
network. Idemia Identity & Security USA, LLC is the only company to perform
maintenance services on the digital capture systems. This product is used by Police
Headquarters, Central Booking, the Crime Lab, Police Precincts and Substations with
digital fingerprint capture systems.

Contract Term
The contract term is Aug. 15, 2018 through June 27, 2022.

Financial Impact
Upon approval of $209,848 in additional funds, the revised aggregate value of the
contract will not exceed $1,051,952. Funds are available in the Police Department's
budget.

Concurrence/Previous Council Action
This contract was originally approved by City Council on June 28, 2017, and additional


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expenditures were approved by City Council on June 24, 2020.

Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Police
Department.




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Report

Vector Manhole Cockroach Treatment Agreement - Amendment (Ordinance S-
47682)

Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 148627 with Peoria Pest Control for the purchase of additional cockroach
remediation services for the Water Services Department. Further request to authorize
the City Controller to disburse all funds related to this item. The additional
expenditures will not exceed $40,000.

Summary
This agreement is necessary to provide sewer manhole cockroach remediation
services for the health and protection of the general public and for the City employees
who maintain the sewer system. Additional funds are needed due to usage that has
been higher than originally anticipated as a result of improved contractor productivity,
the addition of 3,500 new structures in the sanitary sewer system and increased
treatment for public health. The contractor will provide the labor, material, and
equipment required to treat over 90,000 manholes in the City's sewer system.

Contract Term
The agreement term is from Nov. 1, 2018 through Oct. 14, 2021 and will remain
unchanged.

Financial Impact
The initial authorization for Vector Manhole Cockroach Treatment was for an
expenditure not-to-exceed $817,000. This amendment will increase the authorization
for the agreement by an additional $40,000, for a new total not-to-exceed agreement
value of $857,000.

Funding is available in the Water Services Department's operating budget.

Concurrence/Previous Council Action
The City Council approved Vector Manhole Cockroach Treatment Agreement 148627
(Ordinance S-45051) on Oct. 17, 2018.




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Responsible Department
This item is submitted by Deputy City Manager Karen Peters and the Water Services
Department.




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Report

Archaeology Consulting and Historic Preservation Services for Citywide
Projects - RFQu 18-185A (Ordinance S-47684)

Request to authorize the City Manager, or his designee, to allow additional
expenditures under Contracts (148369) with Transcon Environmental, Inc.; (148374)
AECOM; (148349) Motley Design Group, LLC; (148350) Ryden Architects, Inc.;
(148367) Environmental Planning Group, LLC; (148376) HDR Engineering, Inc.;
(148368) Westland Resources, Inc.; (148354) Desert Archaeology, Inc.; (148377)
SWCA Environmental Consultants; (148355) PaleoWest Archaeology; (148365)
Terracon Consultants, Inc.; (148375) Archaeological Consulting Services, Ltd;
(148352) Northwind Resource Consulting; (148373) AZTEC Engineering Group, Inc.;
(148353) Logan Simpson; (148351) Northland Research, Inc.; (148366) Jacobs
Engineering Group; and (148372) with EcoPlan Associates, Inc., for the purchase of
archaeology consulting and historic preservation services for various City departments.
Further request authorization for the City Controller to disburse all funds related to this
item. The additional expenditures will not exceed $8,200,000.

Summary
Since approximately 1990, the City of Phoenix has enlisted archaeological and historic
preservation consultants to conduct investigations that identify cultural resources and
evaluate or mitigate impacts to sensitive cultural resources resulting from a variety of
City-sponsored projects. These projects are completed for various City departments
and use different funding sources that require specific compliance procedures in order
to meet city, state, and federal archaeological and historic preservation policies and
regulations. Services provided will include, but are not limited to, archaeological and
historic property surveys, archaeological monitoring of ongoing construction sites to
conduct archaeological feature recordation and sampling, testing and data recovery
excavations, artifact analyses, evaluation and assessment of archaeological
discoveries, and preparation of documents for federal reporting purposes. Services will
be used on a Citywide basis with the Parks and Recreation, Neighborhood Services,
Housing, Planning and Development, and Aviation departments being the majority
users.

Additional funding is needed to accommodate archaeological and historic preservation
compliance requirements under the Arizona Antiquities Act, the National Historic


Page 187

Preservation Act, and the City of Phoenix Historic Preservation Ordinance. Nine of the
current projects exceeded their original estimated cost because of project areas being
expanded by the project managers or because of additional findings after excavation
began, exceeding expectations. Once excavation begins on these projects, the cost
can double or even triple based on what is found. It is correct to say there were
unforeseen expenses during the lifetime of these contracts and new projects were
required.

The additional funding for this contract will ensure sufficient funding to continue
ongoing critical Citywide Archaeology projects and necessary services for the
remaining term of the contract.

Contract Term
The contract term is Sept. 14, 2018 through Sept. 13, 2023.

Financial Impact
Upon approval of $8,200,000 in additional funds, the revised aggregate value of the
contract will not exceed $15,070,000. Funds are available in various Departments'
budgets.

Concurrence/Previous Council Action
This item was originally approved by City Council on Aug. 29, 2018.

Responsible Department
This item is submitted by City Manager Ed Zuercher and the Finance Department.




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Report

Landscape Sprinkler and Irrigation Supplies - COOP 21-069 (Ordinance S-47686)

Request to authorize the City Manager, or his designee, to enter into a cooperative
agreement with Sprinkler World of Arizona, Inc. to purchase landscape sprinkler and
irrigation supplies and parts for the Parks and Recreation and Aviation departments. A
cooperative agreement was established by the City of Mesa under solicitation number
2020041. Further request authorization for the City Controller to disburse all funds
related to this item. The aggregate agreement value will not exceed $1,575,000.

Summary
The cooperative agreement will provide an array of sprinkler and irrigation supplies
and parts used to repair and maintain various types of irrigation systems located in
landscape areas owned or maintained by the City. The landscape sprinkler and
irrigation supplies and parts provided through the cooperative agreement will ensure
that all grass, trees, and shrubbery at various locations are watered to enhance and
maintain their quality.

Procurement Information
In accordance with Administrative Regulation 3.10, a participating agreement is
required when the City uses a cooperative agreement from another public agency. The
cooperative agreement was awarded through competitive processes consistent with
the City's procurement processes, as set forth in the Phoenix City Code, Chapter 43.

The City of Mesa agreement covers the purchase of landscape sprinkler and irrigation
supplies as required by the Parks and Recreation and Aviation Departments. The
agreement was awarded on Oct. 22, 2019. The use of this cooperative agreement will
provide the City national discounts on these products. Additionally, review of pricing
and availability from registered small and local business indicates that this cooperative
agreement offers the best value to the City.

Upon City Council approval of this item, a purchasing agreement incorporating the
City's terms and conditions will be fully executed between the referenced vendor and
the City.

Both the American Bar Association and National Institute of Government Purchasing


Page 189

endorse the use of cooperative agreements by municipalities and other public
institutions. An established best practice in government procurement, cooperative
agreements provide extensive benefits to procurement officials by leveraging volume
purchasing for maximum cost benefit and ensuring best value.

The Deputy Finance Director recommends that the cooperative agreement with
Sprinkler World of Arizona, Inc. be accepted.

Contract Term
The five-year agreement term will begin on or about June 1, 2021.

Financial Impact
The aggregate agreement value will not exceed $1,575,000. Funding is available in
the Parks and Recreation and Aviation departments' budgets.

Responsible Department
This item is submitted by Deputy City Managers Inger Erickson and Mario Paniagua,
and the Parks and Recreation and Aviation departments.




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Report

Armored Car Services (Citywide) - Requirements Contract RFP 21-097
(Ordinance S-47688)

Request to authorize the City Manager, or his designee, to enter into a contract with
Brinks Incorporated to purchase Armored Car Services for citywide use. Further
request authorization for the City Controller to disburse all funds related to this item.
The aggregate contract value will not exceed $2,000,000.

Summary
This contract will provide armored car services for citywide departments, to include
scheduled pick-up and delivery of sealed bank deposits from designated City of
Phoenix locations to designated financial institutions. Items to be transported to and
delivered from the designated financial institutions include currency, parking meter
coin, validated deposit slips, checks, and other miscellaneous items. The armored car
services will provide fiduciary responsibility of the City’s funds while providing safe,
secure transportation and protection between City departments and the designated
financial institutions.

Procurement Information
RFP 21-097 was conducted in accordance with Administrative Regulation 3.10. There
were two offers received by the Procurement Division on April 9, 2021. The notification
was sent to 65 suppliers and was publicly posted and available for download from the
City's website.

The proposals were scored by a three-member evaluation panel based on the
following criteria worth 1,000 points:

Approach to Scope of Work - 400 points
Company History, Experience and Qualifications - 300 points
References and Past Performance - 150 points
Cost (Section VI - Bid Price Schedule) - 150 points

The offeror scores are as follows:

Brinks Incorporated - 690 points


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Garda World Cash Services - 553.9 points

The Deputy Finance Director recommends that the offer from Brinks Incorporated be
accepted as the highest-scored, responsive and responsible offer that is most
advantageous to the City.

Contract Term
The five-year contract term will begin on or about July 1, 2021.

Financial Impact
The aggregate contract value will not exceed $2,000,000. Funds are available in
various departments' budgets.

Responsible Department
This item is submitted by City Manager Ed Zuercher and the Finance Department.




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Report

Blank Out Signs - Requirements Contract IFB 16-201 - Amendment (Ordinance S-
47692)

Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 143159 with SES America, Inc. to extend the term through Jan. 31, 2022,
for the purchase of blank out signs for the Street Transportation Department. No
additional funding is requested.

Summary
This agreement is required to purchase blank out signs for traffic control during
construction projects performed by the Street Transportation Department. Blank out
signs are illuminated signs, which reinforce traffic signals or other traffic control
devices, and discourage undesirable or unsafe motorist movements. Blank out signs
can be illuminated at all times providing easily visible messages in all weather and
daylight conditions, or can be illuminated only when traffic control conditions warrant
their activation. The Street Transportation Department uses blank out signs for a
variety of situations, but primarily to provide signage for turning movement restrictions
and for additional warning around light rail train operations.

A competitive solicitation was previously issued to enter into a new agreement but it
had to be cancelled. This amendment will allow time to update the scope of work and
perform another competitive process to award a new agreement.

Contract Term
This amendment will extend the agreement term through Jan. 31, 2022.

Financial Impact
This amendment will not change the $1.625 million authorized value of the agreement.
Funding is available in the Street Transportation Department's budget.

Concurrence/Previous Council Action
The City Council approved Agreement 143159 (S-42778) on July 1, 2016.

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Street
Transportation Department.

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Report

Alcohol Film Foam - Requirements Contract - IFB 21-040 (Ordinance S-47700)

Request to authorize the City Manager, or his designee, to enter into a contract with
Matlick Enterprises, Inc. DBA United Fire Equipment Company to provide 3% low
viscosity alcohol film foam for the Fire Department. Further request authorization for
the City Controller to disburse all funds related to this item. The aggregate contract
value will not exceed $710,000.

Summary
The Fire Department (PFD) Special Operations Division requires the use of foam
product to provide fire and vapor suppression for Class B fuel fires where water cannot
be used. Common applications of this foam product are for industrial chemical and
petroleum facilities, fuel or chemical storage tanks, railroad cars, and other flammable
liquids that require Class B foam. The foam product physically blankets and blocks
oxygen supply to these types of fires to suppress, cool, and prevent additional
spreading. The aggregate contract value will not exceed $710,000.

Procurement Information
IFB 21-040 was conducted in accordance with Administrative Regulation 3.10. There
were four offers received by the Procurement Division on March 17, 2021 which were
evaluated on price, responsiveness to specifications, and responsibility to provide the
required goods and services. The bid notification was sent to 112 suppliers and was
publicly posted and available for download from the City's website. One offer was
deemed non-responsive to the requirements of the solicitation.

United Fire Equipment Company (Tyco): $9,207.60
United Fire Equipment Company (Phos-Chek): $9,510.25
Momar: $11,129.85

The Deputy Finance Director recommends that the offer from United Fire Equipment
Company (Tyco) be accepted as the lowest-priced, responsive, and responsible offer.

Contract Term
The five-year contract term shall begin on or about July 1, 2021.



Page 194

Financial Impact
The aggregate contract value will not exceed $710,000. Funds are available in the Fire
Department's operating budget.

Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Fire Department.




Page 195



Report

Marketing Services - ADSPO16-145339B (Ordinance S-47708)

Request to authorize the City Manager, or his designee, to allow additional
expenditures under Contract 149535 with RIESTER Sonoran LLC for the purchase of
interactive marketing services for citywide use. Further request authorization for the
City Controller to disburse all funds related to this item. The additional expenditures
will not exceed $50,960. There is no impact to the General Fund; funds are available in
the Downtown Community Reinvestment Fund.

Summary
This contract provides interactive marketing services including website design,
advertising and public relations services for the City. Additional funds are needed to
supplement Community and Economic Development Department's (CED) preliminary
budget for website design services.

With this contract, CED is currently working with RIESTER on design updates for the
department’s website, phoenix.gov/econdev. This effort has two purposes: to improve
the way users interact and use the website and to change the appearance of the
website to focus on showcasing and “selling” Phoenix to CED customers with a
business attraction focus. Technology has greatly changed the way the public utilizes
websites since the City created the current template for department usage and CED
would like to create a unique and enhanced site experience while remaining a .gov
site. The initial budget estimate did not account for all the necessary design changes
identified through the scoping process.

Contract Term
The contract term is March 21, 2019 through March 20, 2024.

Financial Impact
Upon approval of $50,960 in additional funds, the revised aggregate value of the
contract will not exceed $3,430,960. There is no impact to the General Fund. Funds
are available in the Downtown Community Reinvestment Fund.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the Community
and Economic Development Department.

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Report

Fabrication and Installation of Parks Signs - City of Mesa Contract 2015302 (A)
(Ordinance S-47718)

Request to authorize the City Manager, or his designee, to allow additional
expenditures under Contract 148523 with Sierra Signs, Inc. to provide the fabrication
and installation of signage for the Parks and Recreation Department. Further request
authorization for the City Controller to disburse all funds related to this item. The
additional expenditures will not exceed $400,000.

Summary
The additional funding is needed to update current public parks signage with new
information regarding the Parks and Recreation Department's code of conduct. As part
of this effort, the department also will include Spanish text which is critical to ensuring
the Spanish-speaking community is able to understand the rules of public parks
throughout the City.

Contract Term
The contract term is Oct. 1, 2018 through Sept. 30, 2021.

Financial Impact
Upon approval of the $400,000 in additional funds, the revised aggregate value of the
contract will not exceed $970,000. Funds are available in the Parks and Recreation
Department's budget.

Concurrence/Previous Council Action
The contract was originally approved by City Council on Aug. 29, 2018.

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation Department.




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Report

Repeal Existing Pay Ordinance S-45840 and Adopt New Ordinance for New
Rates and Compensation (Ordinance S-47689)

Request the City Council to repeal Ordinance S-45840, and all amendments thereto,
and to adopt a new ordinance to become effective July 12, 2021 (first day of the first
full pay period of the new fiscal year), for City Council-approved gross pay rates and
other compensation for the two-year period included in the 2021-23 Memoranda of
Understanding, as defined under the Meet and Confer Ordinance. Also included are
gross rates of pay and other compensation for employees covered by the Meet and
Discuss Ordinance, and gross pay rates and other compensation for all unrepresented
employees.

Summary
The new Pay Ordinance includes items which are part of the Memoranda of
Understanding with the five Meet and Confer employee groups that were approved by
the City Council through formal Resolution on April 7, 2021, and May 5, 2021.
Administrative Regulations and other policy documents will be amended to address
those items agreed to with the employee groups that are not part of the Pay
Ordinance. A report of pay rates by job code (known as “Schedule II”) has been filed
with City Clerk for each year of the 2021-23 Pay Ordinance.

Collectively, these documents outline changes to pay rates and other compensation for
employees covered by the Meet and Confer Ordinance, employees covered by the
Meet and Discuss Ordinance, and employees represented by the City Manager, such
as confidential office and clerical, middle managers, and executives. This is consistent
with the City Council’s actions adopting the 2021-23 Memoranda of Understanding
(MOUs). This is also consistent with the City Manager’s authority to approve 2021-23
Memoranda of Agreement (MOAs) for employee associations; and, to approve pay
rates and other compensation for employees represented by the City Manager.

The proposed language for the new Pay Ordinance is included in Attachment A. The
Schedule II documents for each year of the 2021-23 Pay Ordinance are on file with
City Clerk.




Page 198

Concurrence/Previous Council Action
the five Meet and Confer groups on April 7, 2021 and May 5, 2021.

Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the Human
Resources Department.




Page 199
ATTACHMENT A

THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF
THE FINAL, ADOPTED ORDINANCE




_____
ORDINANCE S-_ _ _ _ _


AN ORDINANCE REPEALING EXISTING PAY
ORDINANCE S-45840 AND ADOPTING A NEW
ORDINANCE FOR NEW RATES AND
COMPENSATION; AND FURTHER AUTHORIZING
THE CITY CONTROLLER TO DISBURSE ALL
FUNDS FOR THE PURPOSES OF THIS
ORDINANCE.



BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX as

follows:

SECTION 1. Ordinance No. S-45840 being an Ordinance which adopted a

"Gross Pay Schedule" of all employees of the City of Phoenix, and all amendments

thereto be, and the same are repealed as of the effective date of this Ordinance.

SECTION 2. On and after July 12, 2021, the effective date of this

Ordinance, all compensation to be paid to employees of the City of Phoenix shall be

computed from the Schedule II for each fiscal year attached hereto as an Exhibit A and

by this reference incorporated herein. The Schedule II for each fiscal year, attached,

includes those compensation changes set forth in Section 5 hereof.




Page 200
SECTION 3. The City Manager is authorized to provide a benefits program

for City employees as described by various administrative regulations and the benefits

reference guides.

SECTION 4. On and after the effective date of this Ordinance, employees

of the City of Phoenix shall be compensated on a biweekly schedule in accordance with

the attached Schedule II for each fiscal year and in accordance with those certain

Memoranda of Understanding, to wit:

Memorandum of Understanding 2021-2023 by and between the City
of Phoenix and the Laborers International Union of North America,
Local 777, AFLCIO, covering Field Unit 1.

Memorandum of Understanding 2021-2023 by and between the City
of Phoenix and the American Federation of State, County and
Municipal Employees, Local 2384, AFL-CIO, covering Field Unit 2.

Memorandum of Understanding 2021-2023 by and between the City
of Phoenix and the American Federation of State, County and
Municipal Employees, Local 2960, AFL-CIO, covering Office and
Clerical Unit 3.

Memorandum of Understanding 2021-2023 between the City of
Phoenix and Phoenix Law Enforcement Association, covering Police
Officers Unit 4.

Memorandum of Understanding 2021-2023 by and between the City
of Phoenix and Phoenix Firefighters Association, Local 493, IAFF,
covering Unit 5.


and shall work a schedule of hours in accordance with applicable administrative

regulations and ordinances and consistent with the determination of work hours by the

City, based on the needs of the City.

SECTION 5. Compensation




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The compensation schedules set forth in the Schedule II for each fiscal year

shall be effective and/or modified in accordance with the following:

(a) Effective July 12, 2021, a 2.34% base wage increase will be applied to all
Unit 1 pay steps. In addition, a non-continuous payment of $2,191 for each
full-time employee and $200 for each part-time employee, to be paid out
on the first full pay period in August 2021.

(b) Effective July 11, 2022, a 1.77% base wage increase will be applied to all
Unit 1 pay steps. In addition, a non-continuous payment of $1,860 for each
full-time employee and $200 for each part-time employee in year two, to
be paid out on the first full pay period in August 2022.

(c) Effective July 12, 2021, a 2.38% base wage increase will be applied to all
Unit 2 pay steps. In addition, a non-continuous payment of $2,235 for each
full-time employee, to be paid out on the first full pay period in August 2021.

(d) Effective July 11, 2022, a 1.78% base wage increase will be applied to all
Unit 2 pay steps. In addition, a non-continuous payment of $2,279 for each
full-time employee, to be paid out on the first full pay period in August 2022.

(e) Effective July 12, 2021, a 1.6% base wage increase will be applied to all
Unit 3 pay steps. In addition, there will be a non-continuous payment of
$2,055 made to all full-time employees and a non-continuous payment of
$822 made to all part-time employees in Unit 3 to be paid on the first full
pay period in August 2021.

(f) Effective July 11, 2022, a 1.73% base wage increase will be applied to all
Unit 3 pay steps. In addition, there will be a non-continuous payment of
$2,097 made to all full-time employees and a non-continuous payment of
$839 made to all part-time employees in Unit 3 to be paid out on the first
full pay period in August 2022.

(g) Effective July 12, 2021, a 2.40% base wage increase will be applied to all
Unit 4 pay steps and to each assignment step. In addition, there will be a
non-continuous payment of 6.38% of annual base wage to all Unit
employees to be paid out on the first paycheck in December 2021.

(h) Effective July 11, 2022, a 1.81% base wage increase will be applied to all
Unit 4 pay steps and to each assignment step. In addition, there will be a
non-continuous payment of 5.33% of annual base wage to all Unit
employees to be paid out on the first paycheck in December 2022.

(i) Effective July 12, 2021, a 1.77% base wage increase will be applied to all
Unit 5 pay steps to include assignment steps. In addition, there will be a




Page 202
non-continuous payment of $5,217 for each Unit member/employee to be
paid out on the first full pay period in August 2021.

(j) Effective July 11, 2022, a 1.65% base wage increase will be applied to all
Unit 5 pay steps to include assignment steps. In addition, there will be a
non-continuous payment of $4,433 for each Unit member/employee to be
paid out on the first full pay period in August 2022.

(k) Effective July 12, 2021, a 1.60% base wage increase will be applied to all
Unit 6 pay grades. In addition, there will be a non-continuous payment of
5.97% of annual base wage to all Unit employees to be distributed to the
401(a) Defined Contribution Plan under the Phoenix Employees' Deferred
Compensation Program for those employees designated as represented
by Unit 6 on the first full pay period in December 2021.

(l) Effective July 11, 2022, a 1.69% base wage increase will be applied to all
Unit 6 pay grades. In addition, there will be a non-continuous payment of
5.06% of annual base wage to all Unit employees to be distributed to the
401(a) Defined Contribution Plan under the Phoenix Employees' Deferred
Compensation Program for those employees designated as represented
by Unit 6 on the first full pay period in December 2022.

(m)Effective July 12, 2021, a 2.03% base wage increase will be applied to all
Unit 7 pay steps. In addition, there will be a non-continuous payment of
3.85% of annual base wage to all full-time employees to be paid out on the
first full pay period in August 2021 as well as a non-continuous payment of
0.78% of annual base wage to all full-time employees for agreeing to the
City’s transparency and accountability proposals to be paid out on the first
full pay period in August 2021. There will be a non-continuous payment of
$1,000 made to all part-time employees in Unit 7 paid out on the first full
pay period in August 2021.

(n) Effective July 11, 2022, a 1.69% base wage increase will be applied to all
Unit 7 pay steps. In addition, there will be a non-continuous payment of
3.87% of annual base wage to all Unit members and a non-continuous
payment of $1,000 made to all part-time employees in Unit 7 to be paid
out on the first full pay period in August 2022.

(o) Effective July 12, 2021, a 1.68% base wage increase will be applied to all
Unit 8 pay steps. In addition, there will be a non-continuous payment of
$2,250 for each full-time Unit 8 employee and a non-continuous payment
of $900 for each part-time Unit 8 employee to be paid out on the first full
pay period in August 2021.

(p) Effective July 11, 2022, a 1.74% base wage increase will be applied to all
Unit 8 pay steps. In addition, there will be a non-continuous payment of




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$1,912 for each full-time Unit 8 employee and a non-continuous payment
of $765 for each part-time Unit 8 employee to be paid out on the first full
pay period in August 2022.

(q) Effective July 12, 2021, a 1.59% base wage increase will be applied to Unit
9 and 10 pay grades and employees. In addition, all Unit 9 and 10
employees will receive a non-continuous payment of 4.89% annual base
wage to be paid on the first full pay period in August 2021, after completing
requirements set forth by the City Manager relative to their performance
evaluations. The provisions of this paragraph do not apply to Municipal
Court Judges or Hearing Officers [Chief Presiding Judge (NC), City Judge
(NC), Presiding Court Hearing Officer (NC), Municipal Court Hearing
Officer (NC)].

(r) Effective July 11, 2022, a 1.64% base wage increase will be applied to Unit
9 and 10 pay grades and employees. In addition, all Unit 9 and 10
employees will receive a non-continuous payment of 4.10% annual base
wage to be paid out on the first full pay period in August 2022, after
completing requirements set forth by the City Manager relative to their
performance evaluations. The provisions of this paragraph do not apply to
Municipal Court Judges or Hearing Officers [Chief Presiding Judge (NC),
City Judge (NC), Presiding Court Hearing Officer (NC), Municipal Court
Hearing Officer (NC)].

(s) Effective July 12, 2021, a 1.59% base wage increase will be applied to Unit
17 and 19 pay grades and employees. In addition, all Unit 17 and 19
employees will receive a non-continuous payment of 4.89% annual base
wage to be paid on the first full pay period in August 2021, after completing
requirements set forth by the City Manager relative to their performance
evaluations.

(t) Effective July 11, 2022, a 1.64% base wage increase will be applied to Unit
17 and 19 pay grades and employees. In addition, all Unit 17 and 19
employees will receive a non-continuous payment of 4.10% annual base
wage to be paid out on the first full pay period in August 2022, after
completing requirements set forth by the City Manager relative to their
performance evaluations.

(u) Effective July 12, 2021, a 1.59% base wage increase will be applied to Unit
16 and 18 pay grades and employees. In addition, all Unit 16 and 18
employees will receive a non-continuous payment of 4.89% annual base
wage to be paid on the first full pay period in August 2021, after completing
requirements set forth by the City Manager relative to their performance
evaluations.




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(v) Effective July 11, 2022, a 1.64% base wage increase will be applied to Unit
16 and 18 pay grades and employees. In addition, all Unit 16 and 18
employees will receive a non-continuous payment of 4.10% annual base
wage to be paid out on the first full pay period in August 2022, after
completing requirements set forth by the City Manager relative to their
performance evaluations.

(w) Effective July 12, 2021, a 2.03% base wage increase will be applied to all
pay ranges of Council Office Staff Salary Plan 023 In addition, all
employees in Council Office Staff Salary Plan 023 will receive a non-
continuous payment of 4.63% of annual base wage paid out on the first full
pay period in August 2021.

(x) Effective July 11, 2022, a 1.69% base wage increase will be applied to all
pay ranges of Council Office Staff Salary Plan 023. In addition, there will
be a non-continuous payment of 3.87% of annual base wage to all
employees in Council Office Staff Salary Plan 023 to be paid out on the
first full pay period in August 2022.

(y) Effective July 12, 2021, a 1.6% base wage increase will be applied to all
Lifeguard pay steps. In addition, any Lifeguard that remains active on
payroll through August 8, 2021 of the 2021 season shall receive a non-
continuous payment of $150 paid out on the first paycheck of August
2021. Any Lifeguard that remains active on payroll through September 6,
2021 of the 2021 season shall receive a non-continuous payment of $200
paid out on the second paycheck of September 2021.

(z) Effective July 11, 2022, a 1.73% base wage increase will be applied to all
Lifeguard pay steps. In addition, any Lifeguard that remains active on
payroll through August 7, 2022 of the 2022 season shall receive a non-
continuous payment of $150 paid out on the first paycheck of August
2022. Any Lifeguard that remains active on payroll through September 5,
2022 of the 2022 season shall receive a non-continuous payment of $200
paid out on the second paycheck of September 2022.

SECTION 6. On and after the effective date of this Ordinance, the pay rates

for employees of the City of Phoenix shall be that shown in the Schedule II for each fiscal

year, except that employees designated as Council Office Staff, Executive, or Middle

Management shall have a salary set by the City Manager which shall be at or between

the minimum and maximum rates assigned to that classification as shown in the Schedule

II for each fiscal year.




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SECTION 7. On and after the effective date of this Ordinance, no overtime

work shall be authorized, unless it shall have first been approved as provided by

administrative regulation.

SECTION 8. New Hire Salary

New employees shall be hired at the beginning rate of the established grade

for each classification. Full-time, part-time, and non-seasonal employees will be hired at

a rate no lower than the City’s established minimum entry rate of $15.00 per hour. A

department head may authorize a beginning rate up to the median step of the pay grade

after conducting an analysis with Human Resources. The City Manager and Human

Resources Director may authorize a beginning rate above the median step of the pay

grade in the event of labor market requirements or due to the unusual qualifications of a

candidate. In cases where a pay grade has an even number of steps, the larger value

shall be used as the median. If existing steps are not available to be used (e.g., the rate

is less than $15/hour) they shall not be included in the determination of the median step.

(a) Police Recruit employees may be entered at Step 5 of the Police Recruit
pay grade to attract qualified applicants and to remain competitive with
other law enforcement agencies.

(b) Certified Police Officer candidates from other jurisdictions may be brought
in at a higher step based upon the number of years of experience they
have after receiving certification as a law enforcement officer as follows:

Prior Years of At Time of Hire
Experience
(After obtaining Salary
Classification Step
certification) Grade
1 up to 1.49 Police Officer 428 4
1.5 up to 2.49 Police Officer 428 5
2.5 up to 3.49 Police Officer 428 6
3.5 up to 4.49 Police Officer 428 7
4.5 or more Police Officer 428 8




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(c) Certified Police Officer candidates who have not completed the Phoenix
Regional Police Academy will be hired at Step 5 of the Police Recruit pay
grade. Upon completion of the Phoenix Regional Police Academy, they
will be moved to the step noted in the chart above that corresponds to the
number of years of experience they have after receiving certification as a
law enforcement officer.

SECTION 9. Anniversary Dates

For the purpose of this ordinance, anniversary date refers to the salary

review date.

(a) All employees appointed or entered at the beginning step of the pay grade
of a classification for each fiscal year, upon successful completion of six
(6) months of full-time employment, may be advanced to the next step in
the pay grade for their respective classifications, and this shall become the
anniversary date for subsequent pay increases. The provisions of this
paragraph do not apply to Executive and Middle Management employees.

(b) The anniversary date of employees hired at a step above the beginning
step shall be the date on which they were hired.

(c) The effective date for merit increases for employees covered under (a) and
(b) shall be on the anniversary date.

(d) An employee on a continuous leave of absence of thirty (30) working days
or longer, whether such leave is paid or unpaid, shall have the anniversary
date adjusted to account for the period of absence from the thirtieth day
until the employee's return to work. This provision does not apply when
the leave involved is military leave unless the employee is probationary
and has been on probation for less than nine months.

(e) Anniversary dates for incumbents of positions which are reclassified and/or
regraded shall be handled in accordance with Section 20(d) of this
Ordinance.

SECTION 10. Merit Increases

In recognition of continued meritorious service, full-time employees become

eligible to be considered for a merit pay increase on each anniversary date until they have

advanced to the maximum step in their pay grade. Employees eligible for merit increases shall




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be advanced one step in the pay grade in accordance with this section only upon approval of

the department head or the City Manager, except that:

(a) Employees designated as Executive and Middle Management and
assigned to executive and middle management compensation grades may
be advanced within their assigned pay grade by the City Manager based
upon periodic review of the individual employee's work performance.

(b) Employees designated as Council Office Staff and assigned to council
office staff compensation grades may be advanced within their assigned
pay grade by the Executive Assistant to City Council based upon periodic
review of the individual employee's work performance.

(c) All Police Officers who enter that rank at Step 4 or above may be eligible
for a merit increase at twelve (12) months from the date of hire or date of
promotion to Police Officer and this shall become the anniversary date for
subsequent pay increases.

(d) Sworn employees in the classifications of Police Sergeant and Police
Lieutenant, who meet performance expectations and have not already
reached the top step of the pay range, will receive a one-step merit
increase when they have completed twenty (20) years of continuous
service with the Phoenix Police Department. The effective date of the one-
step merit pay increase shall become the anniversary date for future merit
pay increases.

(e) Sworn employees in the classification of Firefighter paid at Step 1 upon
graduation from the academy shall be considered for a merit pay increase
six months after graduation from the academy; and this shall become the
anniversary date for subsequent pay increases.

(f) Firefighters on assignment to Paramedic will be paid at a step between
Steps 21 and 25 of the Firefighter pay grade.

(g) Firefighters assigned to Special Operations and the ARFF program shall
be paid at a step between Steps 31 and 39 of the Firefighter pay grade.

(h) Firefighters assigned to both Paramedic and Special Operations will be
paid at a step between Steps 51 and 55 of the Firefighter pay grade.

(i) Firefighters assigned to both the Hazardous Materials (HMT) and the
Technical Rescue (TRT) programs shall be paid at a step between Steps
61 and 69 of the Firefighter pay grade.




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(j) Firefighters assigned to Paramedic, Hazardous Materials (HMT), and
Technical Rescue (TRT) will be paid at a step between Steps 81 and 85 of
the Firefighter pay grade.

(k) Fire Engineers may enter the classification at Step 1 of the grade. A Fire
Engineer entering the pay grade at Step 1 will be considered for a merit
pay increase six months after promotion and then at one and one-half
years after promotion. Fire Engineers entering the pay grade above Step
1 will be considered for a merit pay increase on their anniversary date until
they have advanced to Step 3.

(l) Fire Engineers assigned as Paramedics will be paid at Steps 21 and 22
and will be considered for a merit pay increase on their anniversary date
until they have advanced to Step 22.

(m)Fire Engineers assigned as Special Operations will be paid at Steps 31
and 32 and will be considered for a merit pay increase on their anniversary
date until they have advanced to Step 32.

(n) Fire Engineers assigned to both Special Operations and Paramedic will be
paid at Steps 51 and 52 and will be considered for a merit pay increase on
their anniversary date until they have advanced to Step 52.

(o) Fire Engineers assigned to both the Hazardous Materials (HMT) and the
Technical Rescue (TRT) programs shall be paid at Steps 61 and 62 of the
Fire Engineer pay grade and will be considered for a merit pay increase on
their anniversary date until they have advanced to Step 62.

(p) Fire Engineers assigned to Paramedic, Hazardous Materials (HMT), and
Technical Rescue (TRT) will be paid at Steps 81 and 82 and will be
considered for a merit pay increase on their anniversary date until they
have advanced to Step 82.

(q) Fire Captains will enter the classification at Step 8 of the grade and will be
considered for a merit pay increase on their anniversary date until they
have advanced to Step 10.

(r) Fire Captains assigned as Paramedics will be paid at a step between Steps
21 and 23 and will be considered for a merit pay increase on their
anniversary date until they have advanced to Step 23 of the pay grade.

(s) Fire Captains assigned as Special Operations will be paid at a step
between Steps 31 and 33 and will be considered for a merit pay increase
on each anniversary date until they have advanced to Step 33 of the pay
grade.




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(t) Fire Captains assigned to both Special Operations and Paramedic will be
paid at a step between Steps 51 and 53 and will be considered for a merit
pay increase on each anniversary date until they have advanced to Step
53 of the pay grade.

(u) Fire Captains assigned to both the Hazardous Materials (HMT) and the
Technical Rescue (TRT) programs shall be paid at a step between Steps
61 and 63 of the Fire Captain pay grade and will be considered for a merit
pay increase on their anniversary date until they have advanced to Step
63.

(v) Fire Captains assigned to Paramedic, Hazardous Materials (HMT), and
Technical Rescue (TRT) will be paid at a step between Steps 81 and 83
and will be considered for a merit pay increase on their anniversary date
until they have advanced to Step 83.

(w) Part-time employees, excluding seasonal employees, may be considered
for advancement from pay Step 1 to pay Step 2 after completing one
thousand forty (1,040) hours of work at pay Step 1. Advancement from
pay Step 2 to pay Step 3 and each subsequent step in a grade may be
considered after working two thousand eighty (2,080) hours at each step.
If a part-time employee is hired at a rate above Step 1 (in accordance with
the provisions of Section 8 of this Ordinance), advancement to the next
step and each subsequent step in a grade may be considered after working
two thousand eighty (2,080) hours at each step. Part-time employees,
upon returning from military leave, will be given credit for working the
average number of hours they would normally have worked during the time
of leave.

(x) It is further provided that a special merit pay increase for superior
performance or a step adjustment for unusual circumstances may be
granted at lesser intervals for any employee, upon recommendation of the
employee's department head and approval by the Human Resources
Director.

SECTION 11. Assignment Pay, Differential, Standby and Other

Additional Compensation

(a) Rules for designated holidays and premium pay shall be established by
administrative regulations, applicable Memoranda of Understanding and
applicable Memoranda of Agreement.

(b) Employees shall receive the assignment pay provided for certain
classifications for each fiscal year only during the period they are working
on these assignments. Employees shall receive an immediate increase




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upon entering an assignment which corresponds to the next step in the
employee's present pay grade except that if no such rate exists, the
employee shall be placed in the closest step which is not less than that
amount, regardless of the number of steps in the differential above the
base classification. An employee in an assignment will be eligible to
receive productivity enhancement pay at the time the employee would
have received productivity enhancement pay had the employee stayed in
the base classification, even though the employee may not yet be at top
step in the assignment.

(c) In cases of assignments in Public Safety Middle Management or Executive
category classifications, employees shall receive a pay rate that is a
minimum of 5% higher than their current rate, but not higher than the
maximum pay rate of the new pay grade, using a formula established by
the Human Resources Director.

(d) Sworn employees at the rank of Police Officer who are Field Training
Officers or who the department selects to conduct department-approved
officer field training will receive an additional 5% of their regular pay rate
for each day they are assigned to an officially authorized field training
position. Employees assigned to train an officer-in-training in traffic/DUI
enforcement will receive 5% training pay for each day the employee
actually trains. Employees assigned as Canine Unit Training Officers will
receive 5% training pay for each day they are assigned to an officially
authorized Canine Unit Trainer position. Employees assigned as Team
Leaders on SAU squads will receive an additional 5% base hourly rate of
pay while assigned to this position. Detectives whom the department
selects to conduct department-approved new Detective training will
receive an additional 5% of their base rate of pay for every day the
Detective is training.

(e) Sworn employees at the rank of Police Sergeant who supervise officers in
training will receive an additional 5% of their regular pay rate while the
officer in training is assigned to their squad. Sergeants who supervise a
Master Field Training Officer squad will receive an additional 10% of their
regular pay rate.

(f) Employees working in positions which, because of unusual hours, should
receive extra compensation may receive a shift differential as provided by
administrative regulation.

(g) Certain Unit 2 employees required by the City to maintain a Commercial
Driver License (CDL) as a secondary part of their regular position duties
shall receive an additional twenty cents ($0.20) per hour.




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(h) Unit 3 and Confidential Office and Clerical employees who are
authorized, certified, and required by management to use a language
other than English to conduct official City business may receive bilingual
pay as provided by administrative regulation.

(i) Phoenix Firefighters Association Unit 5 employees who speak Spanish to
conduct official City business may receive bilingual pay as provided by
administrative regulation.

(j) Municipal Court employees performing legal, verbatim, and formal
translation duties may receive bilingual pay as provided by administrative
regulation.

(k) Qualified sworn personnel in the Police Department who are requested to
perform verbal interpretation or written translation in a language other than
English, or signing activities, while conducting police-related investigations
may receive bilingual pay of ten dollars ($10.00) per hour as provided by
the Unit 4 Memorandum of Understanding.

(l) Certified/registered Unit 1 employees who are assigned to continuous,
non-incidental application of herbicides or pesticides may receive premium
pay of one dollar ($1.00) per hour as provided in the Unit 1 Memorandum
of Understanding.

(m) Certified/registered Unit 2 employees who are assigned to continuous,
non-incidental application of herbicides or pesticides may receive premium
pay of fifty cents ($0.50) per hour as provided in the Unit 2 Memorandum
of Understanding.

(n) Any Aviation Dispatcher or Police Communications Operator assigned
Radio/911 who is selected by their Department to conduct department
approved field training will be paid a one-step differential or a minimum of
three percent (3%) of base wages, whichever is higher, for those hours
actually spent training other staff members.

(o) Trained and certified employees in the classifications of User Technology
Specialist, Senior User Technology Specialist, and Lead User Technology
Specialist may receive a per diem of fifty dollars ($50.00) when required to
climb wireless communication towers in the performance of their assigned
duties.

(p) Fire Management Command Officers who are assigned to and work in the
Constant Staffing Program may receive a monthly premium pay as
provided by administrative regulation.




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(q) Upon recommendation of the employee’s department head and approval
of the Human Resources Director, a premium payment of up to two
hundred fifty dollars ($250.00) per week may be authorized to be paid to
exempt employees for taking on substantial special projects, projects or
events requiring significant extended hours or weekends, or considerable
additional duties due to staffing shortages, as provided by administrative
regulation.

(r) Exempt personnel may receive additional pay, as provided by
administrative regulation, for performance of their usual City duties in
catastrophic field conditions in extreme and protracted emergency events
involving a state or federal non-military deployment in which circumstances
do not permit normal work and rest cycles. For an employee to be eligible
for the additional payment, the deployment must be approved by the
department head and City Manager. The deployment must exceed forty
(40) continuous hours and the payment amount will be determined based
on a formula determined by the Human Resources Director and shall be
consistent for all personnel deployed. Such payment may be approved
only if it meets all reimbursement guidelines specified by the state or
federal agency.

(s) Specific employees recruited or trained in specific advanced information
technology fields, as such employees and job fields are approved by the
Chief Information Officer, Human Resources Director, and City Manager,
may receive specialty skills premium pay not to exceed 10% of base salary
as provided by administrative regulation.

(t) Compensation for employees who are assigned to standby duty shall be
calculated at a rate which, over a twenty-four (24) hour period, shall not
exceed the prevailing federal or state minimum hourly wage, whichever is
higher.

(u) Sworn Police Officers below the rank of Sergeant and Unit 3 employees
assigned to court standby shall receive the following:

1. Sworn Police Officers below the rank of Sergeant, may receive two
(2) hours of pay at one and one-half (1-1/2) times the base hourly rate
for court dockets scheduled before 12:00 p.m. (noon), and an
additional two (2) hours of pay at one and one-half (1-1/2) times the
base hourly rate for court dockets scheduled after 12:00 p.m. (noon).
If an employee is required to remain on standby after 12:00 p.m.
(noon), the employee may receive an additional one (1) hour of pay
at one and one-half (1-1/2) times the base hourly rate of pay. For
each day a court proceeding continues in session and the officer
remains subject to call, the employee may be entitled to court standby




Page 213
compensation as provided in this paragraph and in the Unit 4
Memorandum of Understanding.

2. Unit 3 employees as provided in the Unit 3 Memorandum of
Understanding shall be compensated the greater of either $100 per
day or in accordance with the current provisions of the Fair Labor
Standards Act.

(v) Sworn Police Supervisory and Professional employees assigned to court
standby may receive two (2) hours of pay at one and one half (11/2) times
the base hourly rate per day for court standby. An additional hour of pay at
one and one half (11/2) times the base pay rate shall be paid if the employee
is required to remain on standby after noon.

(w) The City Manager is authorized to provide call-out pay to hourly
employees, as provided by administrative regulation. Where appropriate,
these payments shall be made in accordance with the applicable
Memoranda of Understanding or applicable Memoranda of Agreement.

(x) The City Manager is authorized to provide out of class pay differential to
employees, as provided by administrative regulation.

(y) The City Manager is authorized to award additional vacation leave to an
employee whose annual vacation accrual rate is twelve (12) days or less,
when it is in the best interest of the City as determined by the City
Manager.


SECTION 12. Awards Programs

(a) An employee suggestion program shall be established by administrative
regulation. Employees may be eligible for a cash award or for other awards
for making suggestions which qualify under the program. The cash award
to employees, per suggestion, shall not exceed sixteen thousand six
hundred sixty-seven dollars ($16,667.00).

(b) An employee safety awards program may be established by administrative
regulation. Employees may be eligible for a one-time cash award or other
awards as part of the City safety program. Any single cash award shall not
exceed one hundred dollars ($100.00).

(c) A program to recognize employee excellence may be established by
administrative regulation. The total allocation per department shall not
exceed one dollar ($1.00) per full-time equivalent employee or three
hundred dollars ($300.00) per year or one shift (not to exceed 10 hours) of
performance recognition leave per recognition award.




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(d) The City Manager is authorized to establish a performance based cash
award program for employees.

(e) The City Manager is authorized to implement incentive programs to reward
employees for exceptional performance and/or substantial savings to the
City.

(f) The City Manager is authorized to establish a hiring incentive cash award
not to exceed seven thousand five hundred dollars ($7,500.00) for
employees hired into critical positions, positions that are hard to fill, or
positions that require a rare skill set, when it is in the best interest of the
City as determined by the Human Resources Director and the City
Manager. This award is not applicable to rehires within 3 years. The
provisions of this paragraph do not apply to retirees.

(g) The City Manager is authorized to establish a cash award program for
employees who refer successful candidates for City employment, when it
is in the best interest of the City. The cash award to employees, per
successful candidate, shall not exceed two thousand five hundred dollars
($2500.00).

SECTION 13. Allowances and Reimbursements

(a) The City Manager is authorized to provide for a transportation allowance
for employees designated as Executive and Middle Managers and certain
professional staff in the Offices of the Mayor and City Council who are not
assigned a City vehicle on a regular basis.

(b) Elected City officials shall receive the benefits package of their choice as
provided for in the Charter.

(c) The City Manager is authorized to provide to elected officials either (1) a
transportation allowance as provided in the chosen benefits package, or
(2) a mileage expense reimbursement when using a personal vehicle for
travel in carrying out official duties. Such reimbursement shall include
mileage expenses of elected officials traveling from their places of
residence to their City offices or City functions/events. These expenses
are determined to be necessary expenses in the conduct of an elected
official’s office. Reimbursement will be provided at the prevailing mileage
rate set by the Finance Department for all City employees.

(d) The City Manager is authorized to establish a program to provide payment
of moving expenses, relocation expenses, and housing allowance. The
reimbursement amount per employee shall not exceed $20,000.




Page 215
(e) The City Manager is authorized to establish a program for payment of a
communications allowance paid on a monthly basis for eligible Middle
Managers, Executives, and certain professional staff in the Offices of the
Mayor and City Council. In order to be eligible for the communication
allowance, employees are required to provide a cellular phone and be
responsible for all related expenses.

(f) Clothing allowances shall be established by administrative regulation and
in accordance with applicable Memoranda of Understanding or applicable
Memoranda of Agreement.

(g) The City Manager is authorized to establish a program for distributing
public safety uniform allowance funds for sworn public safety employees.

(h) Employees covered by the Unit 2 Memorandum of Understanding who are
required to provide their own tools for work shall receive up to six hundred
dollars ($600.00) per year to replace and repair such tools, as provided in
the Unit 2 Memorandum of Understanding and as specified in
administrative regulation.

(i) The City Manager is authorized to provide reimbursement to employees
for actual and necessary expenses incurred while engaged in City
business. The requirements for such reimbursement shall be set forth in
administrative regulation.

(j) The City Manager is authorized to provide a stipend for volunteers in the
Police Department for certain expenses incurred as a result of their
volunteer duties. This may include expenses incurred as a result of court
appearances and for maintaining a uniform and equipment.

(k) The City Manager is authorized to provide reimbursement to employees or
make payments in advance for tuition-related expenses incurred for
training in employment-related courses, memberships, and seminars only
for employment-related courses that have been approved in advance and
are consistent with administrative regulations, applicable Memoranda of
Understanding, and Memoranda of Agreement.

(l) Employees who have received advanced tuition reimbursement for tuition
related expenses shall agree in writing to repay the City for any failure to
meet the criteria set forth in the administrative regulations concerning
reimbursement. Any unpaid balances may be deducted from the
employee’s pay.

(m) The City Manager is authorized to provide:




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1. At the City Manager's discretion, reimbursement of individual
development expenses up to an annual maximum equal to two
thousand six dollars ($2,006.00) for Executives and Middle
Managers. Any reimbursement to an employee under the provisions
of this paragraph shall be deducted from the total amount of tuition
funds available for the individual employee, pursuant to Section 13(k).

2. Reimbursement for professional memberships and seminars of up to
one thousand dollars ($1,000.00) for employees designated as
Supervisory or Professional. Any reimbursement to an employee
under the provisions of this paragraph shall be deducted from the
total amount of tuition funds, pursuant to Section 13(k), available for
the individual employee.

3. Reimbursement for Police Officers at the ranks of Sergeant and
Lieutenant for professional memberships and seminars of up to eight
hundred dollars ($800.00). Any reimbursement to an employee
under the provisions of this paragraph shall be deducted from the
total amount of tuition funds, pursuant to Section 13(k), available for
the individual employee.

4. Reimbursement for Police Officers below the rank of Sergeant for
professional memberships and seminars of up to five hundred dollars
($500.00). Any reimbursement to an employee under the provisions
of this paragraph shall be deducted from the total amount of tuition
funds, pursuant to Section 13(k), available for the individual
employee.

5. Reimbursement for Confidential Office and Clerical employees for
professional memberships and seminars of up to four hundred fifty
dollars ($450.00). Any reimbursement to an employee under the
provisions of this paragraph shall be deducted from the total amount
of tuition funds, pursuant to Section 13(k), available for the individual
employee.

6. Reimbursement for Office and Clerical employees in classifications at
pay ranges 324 and above of up to one hundred fifty dollars ($150.00)
to attend one-day, in-state, City-related seminars/training, and
professional memberships. Any reimbursement to an employee
under the provisions of this paragraph shall be deducted from the
total amount of tuition funds, pursuant to Section 13(k), available for
the individual employee.

7. Reimbursement for all Unit 1 employees up to one hundred fifty
dollars ($150.00) to attend one-day, in-state, City-related
seminars/training. Any reimbursement to an employee under the




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provisions of this paragraph shall be deducted from the total amount
of tuition funds, pursuant to Section 13(k), available for the individual
employee.

8. Certain employees specified in the Unit 3 Memorandum of
Understanding shall be reimbursed on a one-time basis only for
expenses incurred as a result of passing a required certification test
as provided in the Unit 3 Memorandum of Understanding and as
specified by administrative regulation.

9. Reimbursement for certain Unit 2 employees for CDL endorsements
as provided in the Unit 2 Memorandum of Understanding and as
specified by administrative regulation.

10. Certain employees specified in the Unit 1 Memorandum of
Understanding, Unit 2 Memorandum of Understanding, and the Unit
7 Memorandum of Agreement shall be reimbursed for expenses
incurred as a result of renewing commercial driver licenses and
endorsements, including HazMat background screening fees, as
provided in aforementioned memoranda, and as specified by
administrative regulation.

(n) Employees who are called to military service with presidential call-up
orders may receive “gap pay” as defined in the applicable administrative
regulations. They must first exhaust their paid military leave benefit.

SECTION 14. The City Manager is authorized to establish a Career

Enhancement Program for Police Officers below the rank of Sergeant, providing for a bi-

weekly payment as follows: Level 1 pay to be seventy-three dollars and twenty cents

($73.20), Level 2 pay to be one hundred forty-six dollars and forty cents ($146.40), Level

3 pay to be two hundred nineteen dollars and sixty cents ($219.60), and Level 4 pay to

be two hundred ninety-two dollars and eighty cents ($292.80).

SECTION 15. Vacation/Compensatory Time Sell-Back

(a) At the City Manager’s discretion, employees designated as either General
Executive or General Middle Management, for each fiscal year, may be paid
for up to a maximum of eighty (80) hours of accumulated vacation time
payable in November. The payment is contingent upon the use of two (2)
regular weeks of vacation time during the same calendar year.




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(b) At the City Manager’s discretion, employees designated as either Police
Executive or Police Middle Management, for each fiscal year, may be paid
for up to a maximum of eighty (80) hours of accumulated vacation time
payable in November. The payment is contingent upon the use of two (2)
regular weeks of vacation time during the same calendar year.

(c) At the City Manager’s discretion, employees designated as either Fire
Executive or Fire Middle Management, who work a 40-hour shift, for each
fiscal year, may be paid for up to a maximum of eighty (80) hours of
accumulated vacation time payable in November. Employees who work a
56-hour shift, may be paid for up to a maximum of one hundred and twelve
(112) hours of accumulated vacation time payable in November. The
payments are contingent upon the use of two (2) regular weeks of vacation
time during the same calendar year.

(d) Employees designated as Unit 1 for each fiscal year may be paid up to a
maximum of forty (40) hours of accumulated vacation hours, twice per year,
for an annual maximum of eighty (80) hours, after accumulating a minimum
of one hundred seventy-five (175) hours of vacation leave, contingent upon
the use of forty (40) hours of vacation/compensatory time during the same
calendar year.

(e) Employees designated as Unit 2 for each fiscal year may be paid up to a
maximum of forty (40) hours of accumulated vacation time twice per
calendar year, after accumulating a minimum of one hundred twenty (120)
hours of vacation leave, contingent upon the use of forty (40) hours of
vacation/compensatory time during the same calendar year.

(f) Employees designated as Unit 3 for each fiscal year may be paid up to a
maximum of forty (40) hours of accumulated vacation time twice per
calendar year, after accumulating a minimum of one hundred twenty (120)
hours of vacation leave, contingent upon the use of forty (40) hours of
vacation/compensatory time during the same calendar year.

(g) Employees designated as Confidential Office/Clerical for each fiscal year
may be paid up to a maximum of one hundred twenty (120) hours of
accumulated compensatory time as specified by administrative regulation.
Payments of up to sixty (60) hours each will be made effective the last pay
day in August and the first pay day in December.

(h) Employees designated as Confidential Office/Clerical for each fiscal year
may be paid up to a maximum of forty (40) hours of accumulated vacation
time, one time per calendar year, contingent upon the use of forty (40) hours
of vacation/compensatory time during the same calendar year.




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(i) Employees designated as Unit 4 and Unit 5 for each fiscal year may be paid
for accumulated compensatory time as specified by the applicable
Memorandum of Understanding.

(j) Police Sergeant and Police Lieutenant employees may be paid for up to a
maximum of forty (40) hours of accumulated vacation time contingent upon
their use of forty (40) hours of vacation/compensatory time during the same
calendar year. The requirement to use time may be waived in the calendar
year prior to retirement provided the employee submits a written notice of
intent to retire on a specific date of the following year. Payment shall be
made effective the first pay day in December.

(k) Eligible sworn Public Safety personnel may receive a lump sum payment
for accrued vacation time.

(l) Employees designated as Supervisory/Professional for each fiscal year
may be paid twice per year up to a combined maximum of eighty (80) hours
of accumulated vacation time each year contingent upon their use of eighty
(80) hours of vacation time during the same calendar year.

(m)Hourly (non-exempt) employees designated as Supervisory and
Professional for each fiscal year may be paid for accumulated
compensatory time as specified by administrative regulation.

SECTION 16. Productivity Enhancement/Performance-Based Cash

Award Program

(a) The City Manager is authorized to establish a productivity enhancement
program, as specified by administrative regulation, to pay qualifying
employees up to two hundred fifty dollars ($250.00) per year of service up
to a maximum of six thousand one hundred twelve dollars ($6112.00).

(b) The City Manager is authorized to establish a performance-based cash
award program for those Middle Managers and Executives who are at the
equivalent of the top step of their salary ranges. Individual awards cannot
exceed the maximum individual payout available under the productivity
enhancement/performance program in Section 16(a) above.

SECTION 17. Deferred Compensation Program and Post Employment

Retirement Accounts

(a) The City will contribute 0.45% of base annual salary to the 401(a) Defined
Contribution Plan under the Phoenix Employees' Deferred Compensation
Program for those employees designated as represented by Unit 1 for each




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fiscal year. If contributions from all sources exceed the federal maximum
allowed for 401(a) defined contribution plans, excess City contributions will
be contributed to the 457(b) Deferred Compensation Plan under the
Phoenix Employees' Deferred Compensation Program. If the full amount of
the excess City contributions cannot be contributed to the 457(b) Deferred
Compensation Plan due to federal 457(b) deferred compensation plan
contribution limits including catch-up provisions, the balance of the City
contributions converts to ordinary wages.

(b) The City will contribute 3.62% of base wages to the 401(a) Defined
Contribution Plan under the Phoenix Employees' Deferred Compensation
Program for those employees designated as represented by Unit 2 for each
fiscal year. If contributions from all sources exceed the federal maximum
allowed for 401(a) defined contribution plans, excess City contributions will
be contributed to the 457(b) Deferred Compensation Plan under the
Phoenix Employees' Deferred Compensation Program. If the full amount of
the excess City contributions cannot be contributed to the 457(b) Deferred
Compensation Plan due to federal 457(b) deferred compensation plan
contribution limits including catch-up provisions, the balance of the City
contributions converts to ordinary wages.

(c) Effective July 1, 2021, the City will contribute 2.36% of monthly base wages
to the 401(a) Defined Contribution Plan under the Phoenix Employees'
Deferred Compensation Program for those employees designated as
represented by Unit 3. If contributions from all sources exceed the federal
maximum allowed for 401(a) defined contribution plans, excess City
contributions will be contributed to the 457(b) Deferred Compensation Plan
under the Phoenix Employees' Deferred Compensation Program. If the full
amount of the excess City contributions cannot be contributed to the 457(b)
Deferred Compensation Plan due to federal 457(b) deferred compensation
plan contribution limits including catch-up provisions, the balance of the City
contributions converts to ordinary wages.

(d) The City will contribute 2.56% of monthly gross wages to the 401(a) Defined
Contribution Plan under the Phoenix Employees' Deferred Compensation
Program for those employees designated as represented by Unit 4 for each
fiscal year. If contributions from all sources exceed the federal maximum
allowed for 401(a) defined contribution plans, excess City contributions will
be contributed to the 457(b) Deferred Compensation Plan under the
Phoenix Employees' Deferred Compensation Program. If the full amount of
the excess City contributions cannot be contributed to the 457(b) Deferred
Compensation Plan due to federal 457(b) deferred compensation plan
contribution limits including catch-up provisions, the balance of the City
contributions converts to ordinary wages.




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(e) The City will contribute 4.42% of each employee’s biweekly gross pay to the
401(a) Defined Contribution Plan under the Phoenix Employees' Deferred
Compensation Program for those employees designated as represented by
Unit 5 for each fiscal year. If contributions from all sources exceed the
federal maximum allowed for 401(a) defined contribution plans, excess City
contributions will be contributed to the 457(b) Deferred Compensation Plan
under the Phoenix Employees' Deferred Compensation Program. If the full
amount of the excess City contributions cannot be contributed to the 457(b)
Deferred Compensation Plan due to federal 457(b) deferred compensation
plan contribution limits including catch-up provisions, the balance of the City
contributions converts to ordinary wages.

(f) The City will contribute 0.05% of base annual salary to the 401(a) Defined
Contribution Plan under the Phoenix Employees' Deferred Compensation
Program for those employees designated as sworn Police Supervisory and
Professional for each fiscal year. In addition, a non-continuous payment
equal to 5.97°/o of annual base wage will be paid into each member’s
deferred compensation account on the first full pay period in December
2021. If contributions from all sources exceed the federal maximum allowed
for 401(a) defined contribution plans, excess City contributions will be
contributed to the 457(b) Deferred Compensation Plan under the Phoenix
Employees' Deferred Compensation Program. If the full amount of the
excess City contributions cannot be contributed to the 457(b) Deferred
Compensation Plan due to federal 457(b) deferred compensation plan
contribution limits including catch-up provisions, the balance of the City
contributions converts to ordinary wages.

(g) The City will contribute 1.92% of base annual salary to the 401(a) Defined
Contribution Plan under the Phoenix Employees' Deferred Compensation
Program for those employees designated as Confidential Office/Clerical for
each fiscal year. If contributions from all sources exceed the federal
maximum allowed for 401(a) defined contribution plans, excess City
contributions will be contributed to the 457(b) Deferred Compensation Plan
under the Phoenix Employees' Deferred Compensation Program. If the full
amount of the excess City contributions cannot be contributed to the 457(b)
Deferred Compensation Plan due to federal 457(b) deferred compensation
plan contribution limits including catch-up provisions, the balance of the City
contributions converts to ordinary wages.

(h) The City will contribute 6.5% of base annual salary to the 401(a) Defined
Contribution Plan under the Phoenix Employees' Deferred Compensation
Program for those employees designated as Supervisory/Professional for
each fiscal year. If contributions from all sources exceed the federal
maximum allowed for 401(a) defined contribution plans, excess City
contributions will be contributed to the 457(b) Deferred Compensation Plan
under the Phoenix Employees' Deferred Compensation Program. If the full




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amount of the excess City contributions cannot be contributed to the 457(b)
Deferred Compensation Plan due to federal 457(b) deferred compensation
plan contribution limits including catch-up provisions, the balance of the City
contributions converts to ordinary wages.

(i) The City will contribute 9.0% of gross annual salary to the 401(a) Defined
Contribution Plan under the Phoenix Employees' Deferred Compensation
Program for anyone authorized to have an Executive or Middle Manager
benefit package. If the 9.0% of gross annual salary does not equal at least
$9,500.00, the City will contribute the remaining amount not to exceed a
combined maximum of $9,500.00. If contributions from all sources exceed
the federal maximum allowed for 401(a) defined contribution plans, excess
City contributions will be contributed to the 457(b) Deferred Compensation
Plan under the Phoenix Employees' Deferred Compensation Program up to
the annual Internal Revenue Service defined maximum. If the full amount
of the excess City contributions cannot be contributed to the 457(b)
Deferred Compensation Plan due to federal 457(b) deferred compensation
plan contribution limits including catch-up provisions, the balance of the City
contributions converts to ordinary wages.

(j) The City will contribute one hundred fifty dollars ($150.00) per month to a
post-employment health plan (PEHP) for eligible employees. The eligibility
of employees will be determined by the City Manager, or his designee. The
City will contribute one hundred fifty dollars ($150.00) each month the
employee is eligible.

SECTION 18. Retirement, Pensions, Termination, Death Benefits

(a) Sworn Public Safety personnel may receive a cash lump sum payment for
accrued sick leave as provided by administrative regulation.

(b) The City Manager is authorized to establish guidelines to have a portion of
accumulated sick leave hours at retirement converted to service credit
under the City of Phoenix Employees’ Retirement Plan or converted to an
employer contribution to the 401(a) Defined Contribution Plan.

(c) The City Manager is authorized to provide a retirement incentive for
retirement eligible employees who occupy positions affected by a City
Council approved reduction in force and who meet the requirements of a
regulation.

(d) The City Manager is authorized to provide for the payment of severance
pay to certain employees as established in administrative regulation.




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(e) The City Manager is authorized to grant a partial benefit package to
employees who occupy full-time regular positions at the time their positions
are reduced by the City to less than full-time because of funding limitations.

(f) The City Manager is authorized to pay all or a portion of accrued sick leave
to an Executive or Middle Manager employee when it is in the best interest
of the City for the involuntary separation of the employee from City
employment.

(g) The City Manager is authorized to grant the following:

1. Police Officers, upon approval of the Police Chief, may purchase,
at the time of retirement or medical retirement, their breast badge
mounted on a plaque, their retired flat badge and holder, and a
specified duty weapon for one dollar ($1.00); and

2. Within thirty (30) days of death, the spouse or adult survivor of a
Police Officer who has died in the line of duty may elect to receive
the deceased officer's breast badge mounted on a plaque, and the
department issued service weapon for one dollar ($1.00).

(h) The City Manager is authorized to grant the continuation of health insurance
coverage for eligible surviving dependents of a City employee who has died
in the line of duty with the City as specified by administrative regulation and
in accordance with applicable Memoranda of Understanding or applicable
Memoranda of Agreement.

(i) The City Manager is authorized to provide that, upon the in-line-of-duty
death or death resulting from an in-line-of-duty injury of any City employee,
the City will pay the full cash value of the accrued sick leave existing at the
time of the employee's death.

(j) The City Manager is authorized to provide that, upon the death of a Unit 2
employee while on active work status or on an approved leave status, the
City will pay the full cash value of the accrued sick leave existing at the time
of the employee's death. Paid leave status, as the term is used in this
paragraph, excludes retired employees, employees on suspension, and
employees on long-term disability or unpaid leave.

(k) The City Manager is authorized to provide that, upon the death of a Unit 3
employee while on active work status or on an approved leave status, the
City will pay the full cash value of the accrued sick leave existing at the time
of the employee's death. Paid leave status, as the term is used in this
paragraph, excludes retired employees, employees on suspension, and
employees on long-term disability or unpaid leave.




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(l) The City Manager is authorized to provide that, upon the death of a sworn
Police employee while on active work status or on an approved leave status,
the City will pay the full cash value of the accrued sick leave existing at the
time of the employee's death. Paid leave status, as the term is used in this
paragraph, excludes retired employees, employees on suspension, and
employees on long-term disability or unpaid leave.

SECTION 19. Promotion

The following rules concerning promotions shall apply to employees:

(a) Upon promotion to another classification as a result of competitive
appointment, an employee shall receive a rate of pay that corresponds to
the next step in the employee's present pay grade except that if no such
rate exists, the employee shall be placed in the closest step which is not
less than that amount.

(b) A department head may authorize a promotional increase up to the median
step of the pay grade after conducting an analysis with Human Resources.
The City Manager and Human Resources Director may authorize a
promotional increase above the median step of the pay grade in the event
of labor market requirements or due to the unusual qualifications of a
candidate. In cases where a pay grade has an even number of steps, the
larger value shall be used as the median. The provisions of this paragraph
shall not apply to individuals entering the classifications of Police Recruit
and Firefighter, Assign: Recruit.

(c) Upon promotion, employees who are receiving productivity enhancement
pay shall be moved to at least that step of the new grade which corresponds
the closest to their combined base pay and previous productivity
enhancement amount. In no event will it result in a decrease from that
combined amount. Placement in the new grade will be limited to the
maximum step in the grade.

(d) If the classification to which the employee is promoting is only one grade
higher than the classification they are currently in and the employee is at
the top step of the current grade, the employee will be moved to the top step
in the new grade. Eligibility for productivity enhancement pay or credit
toward qualifying for productivity enhancement pay will not be affected.
Where the promoted position is designated as supervisory, any entitlement
to supervisory differential shall be governed by Section 19(i).

(e) Employees eligible to be considered for a merit pay increase within one
hundred eighty (180) calendar days of the effective date of a promotion shall
be entitled to receive the promotional increase based upon the amount they




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would have received at the next merit increase pursuant to paragraph (a) of
this section.

(f) In cases of promotions into Middle Management or Executive category
classifications, employees shall receive a pay rate which is a minimum of
5% higher than their current rate, but not higher than the maximum pay rate
of the new pay grade.

(g) In cases of promotions into Public Safety Middle Management or Executive
category classifications, employees shall receive a pay rate which is a
minimum of 5% higher than their current rate, but not higher than the
maximum pay rate of the new pay grade, using a formula established by the
Human Resources Director.

(h) Part-time or job share employees who have worked at least one thousand
forty (1,040) hours since their last merit increase and are promoted into a
full-time position shall be entitled to receive the promotional increase based
upon the amount they would have received at the next merit increase
pursuant to paragraph (a) of this section.

(i) An employee hired or promoted into a position responsible for regularly
supervising employees shall receive one additional step increase above the
hiring rate or normal promotional increase if he/she regularly supervises a
higher paid subordinate. The additional step increase shall not apply in the
following cases: the supervisor laterally transfers into a situation where a
subordinate is higher paid; a higher paid subordinate rotates to the
supervisor’s work group; a higher paid subordinate is hired after the
supervisor is hired or promoted; the subordinate is being paid higher than
the salary range [Y-rated pursuant to the provisions of Section 20(c)]; the
subordinate is higher paid due to receiving special assignment pay; the
subordinate is higher paid due to specialized technical skills as determined
by the Human Resources Director. The applicability of this provision shall
be determined by the Human Resources Director. This section does not
apply to Middle Management or Executive employees.

(j) Employees entitled to receive an additional step increase above their
promotional pay because they supervised a higher paid subordinate in
accordance with Section 19(i) shall be entitled to retroactive pay if an
administrative error occurred or processing the additional step increase was
omitted. The adjustment to the employee’s pay step and retroactive
payment shall be made as soon as reasonable after notification to the
Human Resources Department, pursuant to the provisions of Section 24.

(k) In Public Safety promotions, employees promoted to a supervisory position
shall receive a rate of pay that is at least one step higher than the maximum
base rate of pay of the highest paid sworn rank they may supervise,




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excluding any special assignment pay in the lower rank and excluding any
employees paid higher than the salary range [Y-rated pursuant to the
provisions of Section 20(c)].

(l) In cases of promotion from Police Officer to Police Sergeant, employees
who have been receiving Career Enhancement Pay and/or Productivity
Enhancement Pay shall have those amounts factored along with their base
pay when calculating the promotional rate.

(m)In cases of promotions from Police Sergeant to Police Lieutenant,
employees receiving a pay increase of less than 3% shall have their merit
increase date set six (6) months from the date of promotion.

(n) In cases of promotions into the sworn classifications of Police Sergeant and
Police Lieutenant, employees who at the time of promotion have already
completed a minimum of twenty (20) years of continuous service with the
Phoenix Police Department shall receive one additional pay step above
regular promotional calculations, but not higher than the maximum pay rate
of the new pay grade.

(o) Employees who receive a promotion to a higher classification and receive
a pay increase of less than 3% shall have their merit increase date set six
(6) months from the date of promotion.

SECTION 20. Reclassification or Grade Change

The following rules concerning reclassifications or grade changes shall

apply to employees in impacted positions:

(a) When a position is reclassified to a different classification at a higher grade,
or when the current pay grade of a classification is assigned to a higher pay
grade, the affected employee shall be assigned to that step of the new
grade which corresponds to the employee's present pay rate except that if
no such rate exists, the employee shall be placed in the closest step which
does not result in a pay decrease.

1. Placement in the new grade will be limited to the maximum step in
that grade.

2. When an affected employee is at the maximum step of the previous
pay grade and not receiving productivity enhancement pay, they
shall be placed one step above the step of the new grade which
corresponds to or is closest to but not lower than the employee's
present pay rate.




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3. Affected employees who are receiving productivity enhancement pay
shall be moved to that step of the new grade which corresponds the
closest to their combined current base pay and previous productivity
enhancement amount, and which does not result in a decrease from
that combined amount.

4. If the reclassification or pay grade change is only a one-grade
increase, and the affected employee is receiving productivity
enhancement pay, he/she will be moved to the top step of the new
grade and continue to be eligible for productivity enhancement pay.

5. Where the reclassified position is changed from non-supervisory to
supervisory, and the incumbent will be responsible for supervising
higher paid subordinates, the employee shall be moved up one
additional step in the new grade. The additional step shall not be
granted in the following cases: the supervisor laterally transfers into
a situation where a subordinate is higher paid; a higher paid
subordinate rotates to the supervisor’s work group; a higher paid
subordinate is hired after the supervisor is hired or promoted; the
subordinate is being paid higher than the salary range [Y-rated
pursuant to the provisions of Section 20(c)]; the subordinate is higher
paid due to receiving special assignment pay; the subordinate is
higher paid due to specialized technical skills as determined by the
Human Resources Director. The applicability of this provision shall
be determined by the Human Resources Director. This section does
not apply to Middle Management or Executive employees.

(b) Under certain circumstances, employees whose positions are reclassified
to a lower paid classification may be retained at their present rates of pay
with the approval of the City Manager, if their rate of pay is within the pay
grade of the new classification in which they are placed.

(c) In unusual circumstances, the City Manager may permit a reclassified
employee to remain at a pay rate which is above the maximum rate of the
lower classification for a period not to exceed two (2) years for each pay
grade the classification is reduced. (This practice is known as “Y rating.”)
This procedure may also be followed in determining pay rates of employees
in a classification for which the pay grade has been reduced. Employees
paid above the maximum step rate for their classification will be moved to
the maximum step of the appropriate grade, with the salary difference
required to maintain the present rate to be entered as a payroll adjustment
for a period not to exceed two (2) years for each pay grade the classification
is reduced.

(d) Anniversary dates will not be affected as a result of a reclassification action
if there is no change to the employee’s pay rate. However, if it is necessary




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to adjust the pay step of any employee to satisfy the provisions concerning
promotion, reclassification and transfer, demotion and re-employment, the
Human Resources Director is authorized to adjust the anniversary date for
future merit increases.

SECTION 21. Demotion

Employees who are demoted shall have their pay reduced, unless

otherwise provided for in this section.

(a) Under certain circumstances, employees who voluntarily demote to a lower
paid classification may be retained at their present rates of pay with the
approval of the City Manager, if their rate of pay is within the pay grade of
the new classification in which they are placed.

(b) Employees, who are involuntarily demoted for the purpose of discipline or
failure to meet the requirements of their classification of work, shall have
their pay reduced at a rate determined by the Human Resources Director,
but which shall not exceed the maximum rate of the lower classification.

SECTION 22. Re-employment

Employees reemployed or recalled to a full-time position in the same

classification or a related classification within five (5) years of separation from city service

shall be placed at a pay rate that is not less than the rate of pay the employee was

receiving at the time of layoff, demotion, or separation, except where concessions remain

in effect thereby reducing the previous rate of pay by a percentage respective to the

employee Unit. Under no circumstances will an employee be placed above the maximum

rate of the grade into which they are being re-employed or recalled. The applicability of

this provision shall be determined by the Human Resources Director. The provisions of

this paragraph do not apply to promotions after reemployment.

SECTION 23. Transfer




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If an employee transfers within the same classification, but in a different

meet and confer unit, the Human Resources Director is authorized to designate the pay

step to which the employee shall be assigned.

SECTION 24. Retroactive Payment

Retroactive payments will not exceed three (3) years from the date the

employee notifies the Human Resources Department in writing of a payment dispute.

The Human Resources Director shall have exclusive authority to determine the

appropriate time limit and amount of retroactive pay for any retroactive pay awarded.

SECTION 25. The City Controller is authorized to disburse the necessary

funds for the purposes of this ordinance. That unless otherwise specified, the provisions

of this Ordinance shall be effective as of the 12th day of July, 2021.

PASSED by the Council of the City of Phoenix this 16th day of June, 2021.


_____________________________________
MAYOR
ATTEST:


__________________________ City Clerk

APPROVED AS TO FORM:


__________________________ City Attorney

REVIEWED BY:


__________________________ City Manager




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